 Hello, everyone. And thank you for joining us today. My name is Shauna Sadler. I'm the Engagement Manager of the Americas and Caribbean with Orchid. And joining me today is my colleague, Brian Minahan, who is the Engagement Lead for Oceana and Hong Kong with Orchid. So for the agenda today, first I'm going to talk about Orchid and give a high level overview of Orchid and the new Member Portal that we're building. Then Brian will speak specifically to the Member Portal and demonstrate the new Affiliation Manager tool. We're happy to receive your questions. Please feel free to email us. Next question. Next slide, please. Orchid's vision is a world where all who participate in research, scholarship and innovation are uniquely identified and connected to their contributions and affiliations across time, disciplines and borders. So in short, Orchid is part of an infrastructure to organize scholarly activities. We provide a unique ID number to people. The first ID then connects to the researchers' scholarly activities to their Orchid record. The person can be anywhere in the world and working in any discipline. Next slide, please. Orchid provides three services. First, we issue the unique ID number to people, usually researchers. Second, we provide a record so people can document their research activities. And third, Orchid provides a technical infrastructure to share this data with other systems in the scholarly communication ecosystem. Orchid is free for individuals to use as a global nonprofit organization. Orchid is sustained by a membership structure for organizations interested in using the Orchid registry. Next slide, please. So here's an overview of Orchid and our metrics as of March 2021. We have issued just under 11 million Orchid IDs and almost, and we have almost 1200 members and 23 consortia around the world. Next slide, please. To make Orchid easy and free for researchers, Orchid can be a challenge for organizations, for member organizations, connecting their local systems to Orchid's member API. Next slide, please. Orchid has 23 consortia, and we encourage new members to join consortia because we've found members have an enhanced Orchid experience being part of a community of practice. We've created a new portal for consortia members. This portal will have two new tools which will help bring added value to consortial membership. The tools are affiliation manager and this is what Brian's going to demonstrate today. So the affiliation manager is a tool that will enable administrative staff to add an update of employment and education affiliation data on researchers Orchid records. And the second tool in the new portal is a data dashboard, and this data dashboard will provide the metrics on their performance of your Orchid integration of your organization. Next slide, please. So today we're going to focus on affiliation manager. So here's an example from Brian's Orchid record where Orchid use the affiliation manager tool to write to the employment section of Brian's record. So some of the key features here. We decided on the terminology to be used in this record to enable consistency across the records of all of our staff. So at university, some of your staff may choose different naming conventions and various levels of the institution for their Orchid record. Some may choose to affiliate themselves to the faculty of departmental level or even their lab. When your researchers apply for grants or submit manuscripts, if they log in with the Orchid ID, this employment affiliation will be submitted with their information. So your organization may want to pre-populate the employment field with your preferred naming convention. Your researchers will appreciate your help reducing their administrative burden. Pass it over to Brian now. Thanks, Shawna. Hello everyone. Very happy to show off the Orchid member portal and specifically the affiliation manager. This is what the interface looks like. It's meant to enable institutions to add employment and education easily to their communities Orchid records. As you can see here, this is quite a bit different from the familiar Orchid view. When you log in, this is what you see. There's some explanation and some documentation on this homepage. So let's have a look at how it works. For now, we're just adding affiliations using this tool. We provide an easy CSV file, which you can populate with your local research community's information. And you can merely upload that to the member portal. You don't need to know API calls. You don't have to have XML templates or anything like that. So the workflow is more or less like an API interaction, but the member portal simplifies it through its user interface. Again, you have this CSV file, which you populate with your local research information. You can upload that to the member portal. Once you do that, very importantly, you can download another CSV file with the emails and authorization links that you can then send out to your community. Your community can your community can then authenticate to Orchid. You will collect those permissions and then send them back to the member portal so that you have a nice administrative interface of what your research community is doing and how they've interacted with Orchid. Before we start, through trial and error, we found that it's very important to talk about organization identifiers. You may hear in the, when Orchid is mentioned that it's a persistent identifier. It's a persistent identifier for individuals, but how persistent identifiers interact and how they're useful is part of the way Orchid is successful. So here is a persistent identifier for organizations. You can see this grid ID. And this is absolutely necessary for you to use the member portal through this interface. So here's a look at the CSV template that you'd use using the member portal. There are a few required fields. Notice that this organization identifier is one of those. That's, if you look at column K, that is the wringled ID that this institution is using. And you can use either a grid a wringled or ROR ID that from the previous slide. The optional fields allow you to edit your affiliations at a later date. So back to the portal. This is the CSV populated. And you can see that you have a familiar upload from a local file pop up. And then if we click import affiliations from CSV. This is how you upload them into the member portal. You can only have one person that you want to add an affiliation to. There's also that add affiliation button to do one individual affiliation at a time. So now we've uploaded our affiliation CSV. So go to the right and click download permission links. And you can see this is what that would look like a CSV with a column of emails of individual emails and individual links for each and every email. What you would then do is curate this to mail out to your community. Here's an example of what a email from the member portal might look like. We offer a email template, which is also customizable. But most importantly, as you can see, it has that individual link within the email. The researcher then clicks on the authorization link. And the familiar orchid pop up appears either if they have an existing orchid ID or need to register for a new one. When the researcher clicks authorized. This is what you see at the top in the member portal. So you have a success message in the member portal. The researcher actually sees this once they authenticate. And then let's say if they do deny authentication. This is the denial message at the bottom. Okay. So, as we can see this is the familiar orchid adding my employment to my work at record via the member portal. So you can see what that looks like. And the pardon me. Down below you can see what that looks like in the member portal so you have the emails, you have the orchid ID, all of the employment details and if you look at the right it's very important that you can, you are able to edit or delete those affiliations. So you are a researcher leaves your organization, you can click on edit, and then say put an end date, or edit that affiliation, how you see fit. And again, you can see this is my orchid record. So my two roles at orchid have been asserted via the working member portal, as compared to a previous employment that I added by myself. And that affiliation takes about five minutes to communicate with the orchid registry. As Shauna said, I just want to reiterate that when your researchers apply for funding or submit manuscripts via the orchid ID, their employment is captured in those authentications so this is part of the benefit of having your researchers have their affiliations current and updated. I just like to thank all of my colleagues at orchid that made this happen. It's been a fun project but it's been a lot of work. And I also want to acknowledge our kind pilot and beta test institutions who provided invaluable feedback to us so that we could make this exciting tool come about. And again, thank you very much. This is Shauna and eyes contact. We'd love to hear from you if you have any questions about that. And thank you very much. Thanks everybody.