Researcher signs in to their ORCID account, funder requests permission to read information from, and add information to, their ORCID record

Funder system gathers application or CV profile data, including affiliation, qualifications, past outputs, awards, activities etc.

Narrative information to support proposal collected (NB: Embed PIDs into narrative when referring to other entities)

Data provided as part of application is checked for evidence of past policy compliance (e.g. open licenses on outputs, DOIs for Data Management Plans etc.)

Funder system queries ROR search API to link IDs to organisations AND queries grant ID database for existing grant awards associated with the applicant and their organisation(s) AND queries Crossref/DataCite/ORCID/RAiD for associated outputs and affiliations etc. ORCID IDs could also be used to connect funder system to institutional research management system for upload of data. RAiDs can also be collected for continuation grants.

Funder queries PID registries for relevant metadata to assess policy compliance for previous grants

Reviewer signs in to their ORCID account, funder requests permission to read information from, and add information to, their ORCID record

Application information (previous grants, outputs etc.) shared with reviewers

Funder system queries ORCID registry for common publications, grants etc. AND RAiD registry for common project activities AND ROR to disambiguate reviewer and investigator affiliations

Funder system queries grant ID database for existing grant awards associated with the applicant and their organisation(s) AND queries Crossref/DataCite for associated outputs etc. NB: Data collected at previous steps can be reused and presented to reviewer

Add credit for the peer review to the reviewer’s ORCID record AND include DOI for the review if it is open

Funder adds membership of the review panel to the reviewer’s ORCID record either during or after the award process is completed

Register DOI for grant with Crossref with complete grant metadata associated with it and made open

Award conditions (e.g. OA policy, reporting requirements etc.) shared with awardees

Supported entities (other investigators, equipment, Data Management Plans etc.) linked to grant

Publish human and machine-actionable policy metadata and link to Grant DOI

Research organisation or PI registers RAiD for new project or updates RAiD record for existing projects with Grant DOI etc.

Populate metadata with other information - especially associated PIDs, AND ensure output management plans (for data, software etc.) are registered and have DOIs

Add a citation for the funding award to the investigator’s
ORCID record

Project reporting

Investigators and institutions update RAiD records with new activities and links to other PIDs

Capture interactions between the funded activity and other entities (collaborations, studentships, training,
partnerships etc)

RAiD records updated with grant DOIs for any/all funding AND additional RAiDs for sub-projects/related
projects etc. added

EITHER collect ORCID IDs for collaborators/co-investigators OR ask them to add their IDs directly using
ORCID authentication

Funders query PID registries for content, output (e.g. data) management plans, projects updates etc.

Funder updates grant DOI metadata to include new associations (e.g. co-investigators, collaborating organisations)

Funders periodically update grant ID metadata with outputs and co-investigators AND add grant citation to co-investigators’ ORCID records

Outcome reporting

Outputs with PIDs automatically harvested with links to funding etc. embedded via other PIDs

Content platforms incorporate grant ID, ROR, ORCID etc. search and lookup tools in their submission systems and embed the DOIs in metadata

Missing outputs, including patents, ‘non traditional’ outputs, and narrative information about outcomes and
impacts added manually

Additional (closed as appropriate) data shared from institutional systems and linked to relevant entities

using their PIDs

Funders embed grant ID and output metadata search tools in their reporting interfaces

Funders and institutions can check for policy compliance and collect evidence for exemptions etc.

Licensing metadata and DOIs for compliance statements (e.g. Data Management Plans) harvested by

funders and institutions

Fill any gaps in investigators’ ORCID records
with outcomes reported

Funder system updates investigators’ ORCID records with output information

Funders add output DOIs to grant ID metadata and add end date when project reporting finalised

Additional information sought with minimum input from researchers or organisations

Interrogate multiple datasets/sources (e.g patents, citations, event data) to infer impact

Funders query DOI registries for content links, citations, licensing metadata etc. AND usage and impact indicators from event data etc.

Use PID Graphing tools to visualise connections and links between funded activities, outputs, collaborators,

other grants etc.

Outputs subject to policy requirements checked for correct acknowledgement (grant DOI) and appropriate licensing and other metadata

Subsequent funding calls, strategic priorities etc. informed by evaluation results

Create and curate tailored PID graphs to expose and analyse connections and relationships between activities, grants, outputs, collaborations etc. and to identify trends