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Ringgold Webinar Series: Session 2 29 January 2014

Core Strength: Standard Identifiers as the Foundation of Healthy Data and the Basis for Linking Your Supply Chain. Ringgold Webinar Series: Session 2 29 January 2014. Today’s Agenda. Unique identifiers at the core of good data health Identifiers in scholarly publishing

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Ringgold Webinar Series: Session 2 29 January 2014

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  1. Core Strength: Standard Identifiers as the Foundation of Healthy Data and the Basis for Linking Your Supply Chain Ringgold Webinar Series: Session 2 29 January 2014

  2. Today’s Agenda • Unique identifiers at the core of good data health • Identifiers in scholarly publishing • Embedding identifiers into your records • Related Ringgold services

  3. Unique Identifiers At the core of good data health

  4. Regardless of the state of your data’s health, it can be improved by the addition of unique identifiers

  5. What are standard identifiers? • Numeric or alpha-numeric persistent designations associated with a single entity • Entities can be an institution, person, or piece of content

  6. …and what do they do, exactly? • Disambiguate, aka enforce uniqueness • Enable linking, aka data integration In other words, they provide a simple basis for data governance

  7. Enforcing Uniqueness Means: Disambiguating things that have the same name, but are actually different: • UCL: • University College London (UK) • Université Catholique de Louvain (Belgium) • Universidad Cristiana Latinoamericana (Ecuador) • University College Lillebælt (Denmark) • Centro Universitario Celso Lisboa (Brazil) • Union County Library (USA) • NPL: • National Physical Laboratory (UK) • National Physical Laboratory (India) • York University • University of York (UK) • York University (Canada) • Northeastern University: • Northeastern University (Boston, USA) • Northeastern University (Shenyang, China)

  8. ….. And consolidating the things that have different names but are actually the same • University of Oxford • Univ. Oxford • Oxford University • Library, Oxford Univ. • Radcliffe Science Library • Bodleian Library • Bodleian, Oxford • Oxford, University of • University of Northampton • Northampton Business School • School of Education • School of Health • School of Science and Technology • Division of Computing • Division of Engineering • Environmental & Geographical Sciences • Institute for Creative Leather Technologies • School of Social Sciences • School of The Arts

  9. Why is disambiguation important? • Uniquely identify institutions within records • Eradicate duplication of data • Ensure correct delivery, entitlements and access rights • Better understand your customer base and relationships with institutions • Improve “trust” in data • Map institutions into their hierarchy

  10. Data integration, or linking Identifiers are a single data element that provides an unambiguous “hook” into a record

  11. What can you do with linked data? • Using Institutional Identifiers to link internal systems: • Break down silos • Keep data up-to-date and systems synchronised • Enable staff to use data more effectively • Simplify data transmission • Improve overall data quality

  12. Linking author and institution IDs • When authors and their affiliations are linked correctly, publishers gain: • Market intelligence about authors and institutions • Author and subscriber information mapped together • Knowledge of where research funding is concentrated • Reduction in time taken calculating open access charges (APCs) • Institutions gain information about their overall research output • Funders gain information about where authors reside and publish

  13. The supply chain using identifiers • Consortium

  14. Identifiers in Scholarly Publishing People, places, publications…..

  15. What do we need to identify? • People • Authors • Members • Editors & other contributors • Customers / subscribers • Content • Books & ebooks • Journals • Articles • Institutions • Subscribers / customers • Funders • Publishers / licensors • Aggregators • Sales & subscription agents

  16. Personal Identifiers • International Standard Name Identifier (ISNI) www.isni.org • Open Researcher and Contributor ID (ORCID) www.orcid.org • Scopus Author ID www.elsevier.com/online-tools/scopus • ResearcherIDhttp://wokinfo.com/researcherid/ And many other proprietary system IDs: Mendeley, Microsoft Academic, Google Scholar, etc….

  17. ISNI ISNI Number ISNI Number • ISO Standard 27729 • ISNI is designed to be a “bridge identifier” • Covers any type of entity Party ID 1 Party ID 2 Proprietary Information and/or Metadata Proprietary Information and/or Metadata

  18. ISNI – Personal Record

  19. ISNI – Institutional Record

  20. Institutional Identifiers • JISC and CASRAI (Consortia Advancing Standards in Research Administration Information) report on Organisation IDs: http://repository.jisc.ac.uk/5381/1/CC549D001-1.0_org_ID_landscape_study.pdf • Examined the landscape of organizational identifiers in the UK and identified 23 different IDs • Lots of detail on use cases for publishing, funders, and institutions

  21. CASRAI report findings • Disambiguating organizational information from multiple sources typically described as “a nightmare” • Benefits from effective unique identifiers are truly realized when data is shared • Key aspects of identifiers that support the widest range of uses: • Governance • Trust • Transparency • Temporal • Appropriate metadata

  22. Global Identifiers

  23. Ringgold ID: Covers institutions in the scholarly supply chain

  24. FundRef

  25. Content-related Identifiers • ISSN, eISSN • ISBN • DOI • LCCN

  26. Embedding Identifiers into Your Records

  27. Where & When to Include IDs • Adding them to existing records • Embedding IDs as new records are created – make them a required data field • Priority record sets? • Existing workflows? • Which IDs do you need? • Create dedicated fields for selected IDs

  28. In-House Options • Use internal resources & personnel to join existing records to IDs or an authority file • Build customized solutions mapping systems together ; i.e. data loaders and transformation tools • Improve data capture to require an ID upon record creation • Manual vs. programmatic • ORCID tools: http://support.orcid.org/

  29. Outsourcing Considerations • Mapping data elements in your records to standard identifiers vs. data normalization services • Normalizing against a standard taxonomy • Computer mapping vs manual process

  30. How to build a linked supply chain • Urge your vendors and partners to adopt identifiers • Request dedicated data fields in any systems implementations • Embed IDs in data exchange processes with your vendors and partners (e.g. subscription agents) • Encourage authors and contributors to register with ORCID

  31. Ringgold Solutions for Institutional Identification Identify Auditing Validate

  32. Use Cases • Identifycan act as an authority file of institutions in any number of systems: editorial, MSS submissions, CRMs, financial, fulfillment, etc. • Understand & analyze your customer base • Analyze the wider market for opportunities • Disambiguate institutions & find duplicate accounts • Reveal institutional relationships with hierarchies • Enhance customer records with Identify metadata • Support pricing decisions & policies

  33. Identify The world of institutions from a publisher’s point of view

  34. Identify Database: Catalogs & classifies institutions in the scholarly publishing supply chain…..

  35. …organizes them into hierarchies (aka “family trees”)…

  36. …and spans all industries, market segments, and regions. Academia Medical Not-for-profit Public libraries Corporate Government Publishers Funding bodies Intermediaries More than 370,000 institutions and growing

  37. Delivery & Access • Access is enterprise wide: All divisions may utilize complete array of Identify features and data • Weekly data feed: Direct feed of complete Identify database for incorporation into your own data warehouse or systems • Identify Online: Ringgold’s own web interface; may be accessed via UN/PW and IP addresses • API: Webservice permits calls to Identify and returns selected data elements

  38. Licensing terms • Annual subscription: provides ongoing access to the Identify database. Upon cancellation Ringgold Numbers and Ringgold Names may be retained; Ringgold will require deletion of all other Ringgold data from the customer’s systems. • Perpetual-use licence: provides ownership of all of the data provided by Ringgold in the Identify database at time of purchase and archival rights to the data supplied.  The annual maintenance fee covers the supply of a continuing data feed and ownership of the data held within.  Upon cancellation, Ringgold will cease to provide the data feed.

  39. Auditing Mapping your accounts to Identify

  40. Audit Service Turn your customer records from this….. …..into this.

  41. Auditing is…… • Manual process, ideal for high-value recordssuch as institutional subscribers • Conducted by our team of 40 researchers, speaking more than 30 languages and expert in their assigned regions • Delivers the following for each unique institution: • Unique Ringgold Identifier • Institutional hierarchy • Additional metadata

  42. Audit Process

  43. Deliverables & Fees Audit Files for Systems: • Intended for sequential upload into multiple data systems Audit Files for Humans: • Excel files for direct analysis by any member of staff Identify Online incorporation: • With Identify subscription, you can see your accounts in a custom, secure view of Identify Online. View your accounts vs the wider market for prospecting, penetration analysis, etc. • Per-record fees apply

  44. Audit Data

  45. Beta Affiliation Matching Service • Matches institutional affiliations in personal records to Identify • Combines machine matching with manual processes; ideal for datasets such as members, authors, reviewers, etc. • Fees are levied on a per-record basis

  46. Validate Instant creation of new Ringgold Identifiers

  47. Validate • Validate enables Ringgold’s Identify customers to obtain Ringgold IDs for institutions which are not currently held in the Identify database with immediate effect. • Users search for an institution, if the institution does not appear to be in Identify, the institution can be added and the Ringgold number obtained immediately. • Ringgold’s staff and researchers manually check all entries made in the Validate system.

  48. How Validate works

  49. ProtoView: Using Data to Power Discovery Enabling effective supply chain linking

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