ORCID Financial Sustainability

ORCID Outreach Meeting

Cambridge MA17 May 2012

Business Working Group Remit

•…responsible for developing a business plan, including funding options, and membership and affiliate policies for Board approval.

•…will coordinate its work with the TAG and the OWG.

Business Working Group•Gregg Gordon, SSRN

•Karen Hunter, Elsevier

•Dave Kochalko, Thomson Reuters

•Salvatore Mele, CERN

•Ed Pentz, CrossRef, co-Chair

•Lisa Schiff, California Digital Library

•Diane Geraci, MIT

•Craig Van Dyck, Wiley, co-Chair

Mellon Report September 2011

•Proposed a business model

•Membership, with different fees for different sorts of organizations

•Universities identified as the largest set of users of the ORCID system

•Needed to market-test the business model

•Ithaka S+R

Ithaka S+R Report

•Deanna Marcum, Managing Director

ORCID Business Model

•Simplified membership model

•Only four membership tiers

•Tiers based on membership benefits and need for service level agreements for server uptime and support – discount for non-profits

•Early adopter discount

•Membership fees to start in 2013

•Generate ~$2.5 million/year

ORCID funding so far….• In kind – staff time; board, working

groups, technical and legal

• Founding Sponsors (early 2011) - $244,000

• Grants: Mellon ($45,000); VIVO ($25,000); NSF ScSIP ($260,000);

• Loans - $1.2 million pledged end of 2011

• Loans cover expenses until membership fees start end of 2012/start of 2013

Going forward

•Board to review proposed business and membership model tomorrow

•Moving from planning and study to implementation

•Key items of work:

•Membership Policies and Agreements

•Launch and roll out plan for Phase 1