ORCID transcends discipline, geographic, national and institutional boundaries

1
ORCID Financial Sustainability
ORCID Outreach Meeting Cambridge MA 17 May 2012
2
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.

3
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

4
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 SR

5
Ithaka SR Report

• Deanna Marcum, Managing Director

6
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

7
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

8
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