SSP Preconference Seminar 4: Implementing Next Generation ID Standards

Institutional Identifiers in Practice

Clean Data. Confident Decisions.

29 May 2015

Today’s Agenda

1. Ringgold & Identify Database overview2. Where the Rubber Meets the Road: Use Cases

a. Disambiguation: Taylor & Francisb. People + Places: ORCIDc. Joining the supply chain: Aries + Copyright Clearance Center

3. Recommendations & Considerations

Ringgold & the Identify Database

Aren’t you those people with the

numbers?

Ringgold’s VisionA scholarly supply chain where

information and data about subscribers, authors, readers,

and content is able to flow easily and without confusion. Trust in data increases, and

more confident decisions can be made.

What do we need to identify & describe?

Authors, Members,

Editors, Readers, Researchers

Licensees, Publishers, Funders,

Intermediaries

Books, Journals, Articles, Grants, Citations

Identify Database: The world of institutions, according to scholarly publishers

Scope: Institutions currently active in scholarship & research

Industry sector = All

Countries = All

Roles = All

Levels = All

More than 400,000 institutions and growing

Built by Ringgold’s Expert Researchers

Manual process, ideal for complex, high-value entities such as institutions

Global team of 40 researchers, speaking more than 30 languages and expert in their assigned regions

Build Identify Database & perform Identify Audit Services (normalization) for clients

Identify Database in 3:

Identifies unique institutions…..

Classifies each according to our taxonomies, applies metadata

Ringgold Type: Academic/

engineering!

Ringgold Tier: A4!

15,000 FTEs!

Organizes them into hierarchies (aka “family trees”)

….of institutions

Identify Data ElementsCurrentRinggold IdentifierName: official & alternativesLocationURL/domainSize metricsTier assignments: JISC, Carnegie,

RinggoldAuthentication: Athens, IPsRinggold Type: sector & subjectLinks: Hierarchical & consortia

ISNI matched to each Identify record

Expanded descriptive metadata: Granular subjects Reach, sites Economic model, governance Level within hierarchy Mission, description Activity status

Identify Database + ISNI

ISNIs to be added to all Identify records, to enable linking to other data sets. Due in Q215 – Q315

Will be provided to all clients of Identify servicesRinggold to begin acting as ISNI Registration Agency for

institutions. Launch date TBD.Note we will not hold ISNIs for individuals (outside our

scope)

ISNI: International Standard Name Identifier

ISO Standard 27729ISNI is designed to be a

“bridge identifier” to join other data sets.

Covers any type of entity that might appear in a library catalogue record: person or institution.

ISNI Number

Party ID 2Ringgold ID

Identify Metadata & Hierarchies

Proprietary Information and/or

Metadata

Where the Rubber Meets the RoadThree examples of institutional identifiers in action

Taylor & FrancisDisambiguation & normalizing in-house data sets

Challenge: Overworked customer service, inaccurate sales data

Underlying cause: Duplicate customer records

Solution: Applied Ringgold Identifiers to sold-to and licensed-to accounts

"If we still had all the previous problems, we'd need a customer service team that is double the size.”

--Sarah Wright, Customer Services Director

Results:

ORCID: Joining people + places

Joining People + Places

ORCID: ResultsLaunched December 2013

121,000+ ORCID records with educational affiliation 118,000+ ORCID records with employment affiliation

Benefits already being realized:

Linking researchers to their thesis ID and degree-granting higher education institution Tracking grantees and researchers across their research career Supporting access to institutional resources Enabling access to research findings supported by public funds Providing unambiguous affiliation data during manuscript submission or grant application

Looking ahead, ORCID sees a future where additional identifiers and registries are linked together in this way, further advancing the potential to connect research and researchers.

Aries + Copyright Clearance Center Connecting across the supply chain

Challenge: Correct application of APC rules & discountsMultiple systems & data sources involvedComplex criteria + complex institutional relationships

Solution: Get everyone speaking the same language

Supply chain pulling together….

Publisher identifies

institutions eligible for discount

Holds & administers pricing rules

Author affiliation entered in

EM U Mich. Med School Ringgold ID

12266

Elements of Best Practice at Work

Data integration & linkingFree text entries for affiliations are

minimized in webformsSingle institutional authority fileHierarchical links provide relational

authorityPowers business intelligence

Free text is the death of good data

Correct Author Affiliation: Is it really that important?

Yes! Researchers & readers can:

• More effectively explore literature• Manage their reputations• Current Research Information

Systems (CRIS) – portal to figure out how to best conduct research, who to work with, who will fund it, what else has been contributed to the subject thus far, where is the best equipment to help further the research

All stakeholders can benefit from linking individual and institution IDs

Funders – Want to track areas of interest, identify worthwhile pursuits, and see where their money goes

Institutions – Demonstrate research output more accurately and precisely describe the institution’s contribution and who is affiliated with that work

Publishers – Facilitate transactions of all types from content discovery to delivery of author royalties. Improved market analysis and targeted advertising. Accurately deliver content, calculate APCs

Societies – Understand their membership and institutional impact

Recommendations & ConsiderationsPractical advice about what to do when approaching identifiers

RecommendationsCreate the most complete metadata

possible – for all entity types & rolesAdhere to standards and identifiers which

are broadly adopted (e.g. ORCID, ISBN, ISSN, DOIs, Ringgold ID, ISNI)

Require authors to establish an ORCID profile

Minimize manual entry of dataImprove data capture to require an ID

upon record creation

ConsiderationsWhich records & entities require IDs?

Old vs newHow to apply them?

In-house resources required to join existing records to IDs or authority file

Outside partners to help w metadata development, application of IDs, data strategy

How to leverage them?New reporting & analysis tools to leverage newly linked datasets

Thank youChristine OrrSales Director Tel: 540.359.6620http://orcid.org/0000-0003-1362-3330

www.ringgold.com

Clean Data. Confident Decisions.