Institutional Identifiers in Practice
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The document outlines Ringgold's 'identify' database, which offers a comprehensive overview of scholarly institutions worldwide, aimed at enhancing communication and decision-making within the academic supply chain. It discusses the integration of various identifiers and metadata to improve institutional recognition and tractability for authors, funders, and publishers. Additionally, it provides case studies on how the database resolves common issues in the academic publishing process and offers recommendations for effective metadata management.
Institutional Identifiers in Practice
- 1. 29 May 2015
- 2. Today’s Agenda 1. Ringgold & Identify Database overview 2. Where the Rubber Meets the Road: Use Cases a. Disambiguation: Taylor & Francis b. People + Places: ORCID c. Joining the supply chain: Aries + Copyright Clearance Center 3. Recommendations & Considerations
- 3. Aren’t you those people with the numbers?
- 4. Ringgold’s Vision A 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.
- 5. What do we need to identify & describe? Authors, Members, Editors, Readers, Researchers Licensees, Publishers, Funders, Intermediaries Books, Journals, Articles, Grants, Citations
- 6. 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
- 7. 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
- 8. Identify Database in 3: Identifies unique institutions…..
- 9. Classifies each according to our taxonomies, applies metadata Ringgold Type: Academic/ engineering! Ringgold Tier: A4! 15,000 FTEs!
- 10. Organizes them into hierarchies (aka “family trees”)
- 12. Identify Data Elements Current Ringgold Identifier Name: official & alternatives Location URL/domain Size metrics Tier assignments: JISC, Carnegie, Ringgold Authentication: Athens, IPs Ringgold Type: sector & subject Links: 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
- 13. 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 services Ringgold to begin acting as ISNI Registration Agency for institutions. Launch date TBD. Note we will not hold ISNIs for individuals (outside our scope)
- 14. ISNI: International Standard Name Identifier ISO Standard 27729 ISNI 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
- 15. Three examples of institutional identifiers in action
- 16. Taylor & Francis Disambiguation & 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:
- 17. ORCID: Joining people + places Joining People + Places
- 18. ORCID: Results Launched 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.
- 19. Aries + Copyright Clearance Center Connecting across the supply chain Challenge: Correct application of APC rules & discounts Multiple systems & data sources involved Complex criteria + complex institutional relationships Solution: Get everyone speaking the same language
- 20. 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
- 21. Elements of Best Practice at Work Data integration & linking Free text entries for affiliations are minimized in webforms Single institutional authority file Hierarchical links provide relational authority Powers business intelligence
- 22. 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
- 23. 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
- 24. Practical advice about what to do when approaching identifiers
- 25. Recommendations Create the most complete metadata possible – for all entity types & roles Adhere 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 data Improve data capture to require an ID upon record creation
- 26. Considerations Which records & entities require IDs? Old vs new How 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
- 27. Christine Orr Sales Director Tel: 540.359.6620 http://orcid.org/0000-0003-1362-3330 www.ringgold.com Clean Data. Confident Decisions.