1. Start-up meeting, 8 th May 2014 Catherine Grout & Verena Weigert, Jisc 8/05/2014 Jisc-ARMA ORCID Pilot Project

2. Jisc-ARMA ORCID pilot project start-up meeting2 10:00-10:30Tea & coffee 10:30-11:00 Welcome and overview of the day Catherine Grout, Jisc (Chair) Introduction to ORCID pilot project Simon Kerridge, ARMA & Verena Weigert, Jisc 11:00-11:30 ORCID adoption– overview of progress and lessons learned so far Laure Haak, ORCID 11:30-12:00 Overview of pilot projects (use case(s)/plans/systems involved) + 3 main challenges – 5 min per HEI 12:00-12:20Tea & coffee break 12:20-13:00 Overview of pilot projects (use case(s)/plans/systems involved) + 3 main challenges – 5 min per HEI 13:00-13:40Lunch 13:40-15:00Discussion in 2 break-out groups – issues, challenges, emerging solutions when implementing ORCID in HEIs. Group 1 will focus on management and group 2 on technical aspects of ORCID implementation. 15:00-15:25Feedback from break-out groups 15:25-15:30Wrap-up and next steps Structure of the day

3. Jisc-ARMA ORCID pilot project start-up meeting3 Research Information Management: Current Portfolio Standards development & adoption Jisc-Casrai UK pilot Support Project V4OA Vocabularies for Open Access Tools t Tools to enable HEIs to improve their Research Information Management o enable HEIs to improve their Research Information Management Business systems and shared services to sustain the implementation of UK funders’ policies. -Repository Junction Broker (RJB) -IRUS-UK -Sherpa FACT -Gold OA infrastructure group Research Information Management Group (RIMG )

4. Jisc-ARMA ORCID pilot project start-up meeting4 January 2013 Joint statement in support of ORCID (ARMA, HEFCE, HESA, RCUK, UCISA, Wellcome Trust, Jisc); joint implementation plan September 2013 Jisc report: use cases and views on the future of ORCID in UK Higher Education May 2014 – January 2015 Jisc-ARMA ORCID pilot project: institutional implementation case studies; assess costs benefits and risks; investigate national ORCID membership for UK; Jisc/ARMA contribution to joint implementation plan Jisc report ©opensource.com via FlickrFlickr Researcher identifiers: ORCID adoption in the UK

5. Jisc-ARMA ORCID pilot project (May 2014-January 2015) 5 8 HEI based example ORCID implementations and workflows + engagement with HEIs and organisations implementing or planning to implement ORCID iDs +engagement with vendors workshops, technical support case study report, advice & guidance, business case, options appraisal on national ORCID membership ORCID implementation Group (RCUK, HEFCE, UCISA, ARMA, HESA, RLUK, SCONUL, Wellcome Trust, Jisc) Aston University Imperial College University of Kent University of Oxford Northumbria University Southampton University Swansea University University of York Jisc-ARMA ORCID pilot project start-up meeting

6. HEI based pilot projects will 6  Jisc-ARMA ORCID blog http://orcidpilot.jiscinvolve.org http://orcidpilot.jiscinvolve.org  Jiscmail list: orcidpilot@jiscmail.ac.uk  Twitter: #ORCID_uk  Workshops – September 2014 & January 2015  Get in touch: v.weigert@jisc.ac.uk v.weigert@jisc.ac.uk  Kick off webinar to orientate pilot participants to ORCID technical resources date tbc  Ongoing online technical support for implementers  produce ORCID implementation case studies  contribute to the proposed business case  participate in online communication with the pilot project partners and projects  blog about their project as they go Communication channels Technical Support provided by ORCID staff Jisc-ARMA ORCID pilot project start-up meeting

7. Reporting/Blogging  By 1 st June 2014 -project plan blog post  4 blog posts -users and use cases -technical approach -important lessons learned -benefits of your approach and how others could follow - order, timing is up to you  By 16 th January -final case study report – template will follow -final budget – template will follow Jisc-ARMA ORCID pilot start-up meeting7

8. HEI 5 min presentation – running order 11.30-12.00 - Aston University -Imperial College -University of Kent -University of Oxford 12.00-12.20 – Coffee Break 12.20-13.00 - Northumbria University -Southampton University -Swansea University -University of York Jisc-ARMA ORCID pilot start-up meeting8