Find out what the responsibilities are of Consortia and ORCID after signing the agreement
The process of forming a new consortium requires considerable commitment and effort, but don’t worry; we are here to work with you every step of the way. If your organization already collaborates with other organizations on research infrastructure and scholarly communications topics and has a general perspective of what they can do, you may be a good candidate to form a consortium.
This document outlines the expectation, roles, and responsibilities of both the Consortium Lead Organization and ORCID after the Consortium Agreement is signed. Be sure to visit our other pages, Building a Successful Consortium, and Onboarding Checklist, for more information.
For the Consortium Lead Organization
|Alignment with ORCID Strategy||– Understand and commit to ORCID’s Vision and Mission|
|Communicate with ORCID||– Participate in regularly scheduled calls with your assigned ORCID Engagement Lead, providing ample advance notice of any schedule changes or necessary cancellation.|
– Respond to communiques from ORCID within three (3) business days.
|Provide administrative support for the consortium||– Manage the ORCID licensing agreement and annual renewal on behalf of the consortium members|
– Manage annual billing cycle for consortium membership fees and licensing fees (Member Fee)
– Provide accurate contact information to ORCID for each consortium member —including voting contacts for ORCID annual Board elections—and proactively ensure that ORCID has new information as it changes
– Provide regular updates to ORCID about activities such as consortium governance, consortium member activities, and other activities as needed by your particular consortium
|Actively grow the consortium in alignment with objectives|
– Promote the value of ORCID, the consortium, and integrations by
– Developing collateral and resources
– Coordinating activities and events for the national or regional community
– Conduct marketing campaigns to drive consortium targets and objectives
– Other activities as appropriate
|Manage and support the on-boarding of new consortium members||Act as the primary contact between ORCID and the members for all membership enquiries|
– Manage consortium membership process as outlined in the consortium license agreement
– Provide relevant resources to assist new members
|Provide central community support for all consortium members||Catalyze ORCID adoption among consortium members, ensuring that they understand the value of ORCID to their organizations and how to make the most of ORCID tools and services|
– Engage with members collectively and individually to understand, help prioritize, and support their integration plans
– Provide an online support process for consortium members, including:
— Availability during local working hours Monday—Friday
— Providing resolution of basic (Tier 1) technical support incidents, such as errors described in the documentation, information about service providers, or guidance in the understanding of ORCID tools and functionalities
— Managing the escalation of Tier 2 and 3 support incidents to ORCID’s dedicated Support Team, such as complex API errors or institutional sign-in issues
– Manage onboarding and training of any additional or new replacement consortium support staff, including general understanding of ORCID as well as the responsibilities of providing support for ORCID users.
– Provide guidance to consortium members aligned with ORCID standards and requirements:
— Engage with ORCID to ensure that member ORCID integrations are consistent with ORCID guidance and best practices.
— Actively promote new developments in ORCID services providers and systems that are used in the consortium
— Ensure members are kept up to date with ORCID technical and community developments, such as new functionality, API upgrades, new resources, etc.
– Provide technical feedback to ORCID:
— Act as liaison between the consortium member organizations and ORCID, ensuring that members’ technical interests are represented and that feedback is provided via appropriate channels to fuel improvement and innovation
— Manage the consortium issues register
— Execute the consortium escalation process
— Ensure all consortium member contacts are registered in the Member Portal and have activated their account.
|Maintain consortium technical and non-technical documentation||Provide relevant local online resources to help consortium members:|
— Integrate with the ORCID Registry
— Promote ORCID adoption within their own organizations,
— Collaborate within their own organizations
|Participate in the ORCID consortium community||– Join and contribute to the ORCID API User Group, Consortia Community Forum, Consortia Interest Group, and other groups as appropriate|
– Share experiences, user stories, and resources with other consortia
– Attend ORCID virtual and/or in-person consortia meetings, including the annual consortium workshop
|Develop and maintain consortium-specific communication and engagement resources||– Develop and contribute to/adapt resources developed by ORCID and (as appropriate) other consortia:|
— To educate members about ORCID and the services and tools that are available to them
— To inform members about integration options
— To promote ORCID to member organizations and researchers
|Keep consortia leads up to date on ORCID’s strategic priorities||– Communicate ORCID’s vision, mission, current priorities, and plans with Consortium Lead Organization via:|
— Strategic Plan
— Annual Report
— Town Hall meetings
— Consortia Interest Group meetings
|Provide administrative support to the Consortium Lead Organization||– Manage the ORCID licensing agreement and the annual membership renewal with the Consortium Lead Organization|
– Manage the annual billing cycle for the collection of licensing fees
– Coordinate and connect Consortium Lead Organizations through Consortia Interest Group meetings and other groups
|Provide training and support for the Consortium Lead Organization||– Provide training within 90 days after the consortium formation, including: details about ORCID organization, technical integrations and APIs, and outreach strategies|
– Provide a point of contact within ORCID for each Consortium Lead Organization
– Serve as the primary contact to support the consortium escalation process. Act as the problem manager for all escalated incidents/issues
– Provide resources and support material for the Consortium Lead Organization’s Support staff to communicate, educate, and integrate ORCID technology with members
|Provide Tier 2 and 3 Technical support for the Consortium Lead Organization and Members||– Manage the resolution of Tier 2 and 3 support incidents escalated by the Consortium Lead Organization|
– Provide guidance and advice to the Consortium Lead Organization to ensure that member ORCID integrations are consistent with ORCID’s standards and best practices
|Provide and maintain resources for technical implementation, communication and engagement||– Provide resources for consortia to assist members with integrating and realizing the benefits of ORCID |
– Setup and manage a web interface/repository with resources for consortia to:
— Assist with member integrations
— Share vendor integration examples and resources
— Share communication and engagement activities
— Provide communication material and resources for consortia and members to use
– Develop and maintain documentation, online resources, promotional material and collaboration tools for consortia
– Host various training events
– Maintain a presence at relevant conferences and events
Ready to start the conversation with us?
If, after you’ve reviewed this document, Building a Successful Consortium, and the Onboarding Checklist, you’re ready to start a conversation with us to explore the possibility of forming an ORCID Consortium, we encourage you to reach out to us at firstname.lastname@example.org.