With another great Product Interest Group session completed, learn more about our 2021 release plan and our ideas and plans for 2022. Missed it? Don’t worry, we have made the recording available. Below is a summary of what we shared.
Progress to date
User surveys
At the end of January, we added an anonymous user survey to certain screens when logged in to an ORCID record. In the month that the survey was live, we have had almost 45,000 responses. The feedback provided by ORCID users will help us generate baselines for key user experience metrics such as user satisfaction and ease-of-use.
We also included a free text comments field which has generated close to 3,500 thoughts, opinions, and suggestions. Where we see a clear demand for certain features or updates within the comments, cards will be added to the User Feedback Trello board for further discussion.
Overall, we are extremely happy with the results of the survey, but as with most things there is always room for improvement!
Key UX metrics
- Net Promoter Score (NPS) – 49
- Customer Satisfaction Score (CSAT) – 81.4%
- Customer Effort Score (CES) – 70.9%
- Value to user – 79.4%
Affiliation Manager
We are excited to let you know that this feature of the new ORCID member portal is now in beta phase. This feature allows our consortium members to easily add affiliation items to their researchers’ ORCID records without having to build an integration of their own. This is in beta phase, and we are doing a gradual rollout. A member of our Engagement Team will reach out to all consortium leads in the near future to understand if the tool would be beneficial to their organization and their consortium members. Here’s an example of where ORCID has added affiliations to their own staff ORCID records:
New ORCID website
We launched our new information site in mid-December. The site contains loads of information, including or new and improved member documentation with many new workflows.
New Data Management Plan work type
We have added Data Management Plans to the list of supported work types within the registry. This new work type can be used with API 3.0 and is available in the UI for users to select when adding manually. In total, ORCID now supports 44 work types.
2021 release plan
We have worked closely with our development team on refining our requirements for 2021, and we have created a work plan which will help us better inform our community of what changes can be expected next.
Active development is ongoing for two new features which have been requested by the community for some time:
- We are close to releasing a basic CRediT implementation with API 3.0 which will support CRediT and our current contributor roles. When we release our next API version, it will support CRediT only. For this initial release, we will support the roles only and at a later date, we will look at supporting degree of contribution. We know that not all members are in a position to upgrade to API v3.0 quite yet, so we have completed a mapping from CRediT roles to current roles so expected roles will be returned when reading items with API v2.x. CRediT roles will be visible in the UI. Stay tuned for a more detailed, in-depth post about the CRediT implementation coming soon. (Be sure to sign up for our blog updates so you don’t miss a thing!)
- We are working to implement a new relationship type on work items within the registry. This new relationship type will allow members and users to add a grant or proposal ID to their works which then links funding and facility use to the research output. This will be available within the UI and the member API.
Later this year, we will deliver the functionality that allows members to delete items which they have added to researchers records even when the user has revoked permission. The main use case for this is to allow the deletion of inaccurate data within the registry.
Member Portal
As we support the beta launch of affiliation manager, we will be working on developing improved member reporting in Q2/3 and allowing members to manage their ORCID membership in Q3/4, both features that will be available for all members within the new member portal.
Member reporting will be available to all members and will help members understand how integrations are being used, the number of researchers that have connected their iDs to the integration, and the number of records which have been updated. We will continue to provide email domain stats alongside this new data!
As we move self service from the registry to the member portal, we will do so in a phased approach, ensuring that current functionality is a delivered first, followed by two exciting new items which will (1) allow consortia leads to manage their ORCID consortium contacts for their members as well as their own organization and (2) provide the ability for members to manage their API credentials for both the sandbox and production member API.
Integrate ROR
As promised, we will be adding ROR IDs to the list of supported Organization IDs within the registry.
ROR IDs will be able to be used alongside GRID, Crossref funder IDs, and RINGGOLD.
As we integrate ROR, we will improve the user experience with ROR becoming the preferred ID for all user interface items by the end of the year.
UI Refresh
Throughout the year, we will be continuing with our improvements to the registry user interface. These updates and improvements will be delivered in a phased approach over the coming months.
We are extremely close to releasing the ORCID inbox changes to both the inbox notifications within the registry and the notification emails. After the inbox, you can expect to see changes to the public record, My Orcid (the private record), and finally, the account settings and developer tools.
Accessibility Statement
Once all our UX improvements are complete, we will be re-assessing how we are meeting WCAG guidelines and issue a new accessibility statement. We will schedule any new work from this review in 2022.
Rationalize Organization IDs
As we integrate ROR into the registry, we will bring together related organization IDs within the registry and create services that treat them as a unified whole for reporting and metadata purposes.
Longer term ideas
Improve the new user journey
We will continue to improve the experience for our new users, especially those unfamiliar with ORCID and that need help to quickly and easily build an effective record.
We’ll guide new researchers through the early stages of creating their ORCID record and highlight the value and benefits of completing the different areas. Simplifying these initial interactions will help set a positive first impression and encourage continued record use.
Develop an encouragement tool kit
We will provide updated guidance and built-in tools that focus on the real-world benefits of populating an ORCID record and making the most of key information. We intend to make it easier for researchers to understand what to do next with their ORCID record via unobtrusive hints and reminders.
Provide enriched data
We are going to investigate if we can take away the burden from our member community in regards to “completeness” of the data within the registry by providing members PID-enriched data. Data enrichment will be a member-only benefit that aligns with our desire to provide greater value to our members, exploits the power of PIDs to enhance data quality, and is consistent with our mission to link researchers to their outputs.
Make improvements to the co-author workflow
We will investigate how we can add the ability to enter co-authors and other collaborators when adding works to the registry manually. We will look at UX aspects and also any automation that could be provided.
Questions?
If you missed the webinar and you have a question relating to the content shared, please let us know! We love hearing feedback on our plans so please feel free to reach out to us.
Don’t miss out!
Our next webinar is scheduled for September. Please sign up now so you don’t miss our update on newly released functionality and features and the status of outstanding items in our 2021 release plan.