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Setting up MyResearchFolio for Researchers and for RPOs

Step by step guidance on how the profile will be built
for Researchers.
  • Create your profile in four structured steps, designed to effectively highlight your expertise and increase your visibility, ensuring you gain maximum value from the platform.

    ORCID Initialization

    First, you can easily create your profile by signing in with your ORCID​.

    Set up your features

    Researchers can configure key features to appropriately showcase their contributions and enhance their professional presence.

    Add you info

    If any important contributions are missing, you can easily add them under the relevant categories.

    Sync with ORCID

    If you add relevant information to your ORCID record, you can choose to sync it with your profile or remove it at any time.


  • Profile Initialization

    The profile can easily created by signing in with your ORCID, allowing for a quick and secure import of your existing academic and professional information. This ensures accuracy, saves time, and helps you build a comprehensive profile based on verified data from your ORCID record.

    The profile then is being enriched with information from the OpenAIRE Graph, aggregating your research contributions to create a comprehensive starting point. If you don’t have a profile yet in ORCID, you can easily create one at this stage by following this link



  • Customize and Showcase Your Research Journey

    Researchers can configure various features to effectively showcase their contributions. MyResearchFolio includes a dynamic timeline that offers an overview of your work across predefined time periods. These periods can be easily adjusted to suit your preferences, and all related information is automatically updated to reflect your selected timeline—providing a clear, organized view of your academic and professional journey.

    In Manage mode, you can go a step further by creating your own narrative CV. This feature guides you through key questions that span several stages of your career, helping you build a structured, personalized narrative. It’s a powerful way to reflect on your path, highlight your impact, and communicate your achievements beyond traditional metrics.



  • Add and Categorize Your Contributions

    If any important contributions are missing from your profile, you can easily add them under relevant categories to ensure a complete and accurate representation of your work. MyResearchFolio includes a wide range of contribution types, such as Employment, Education & Teaching, Peer Reviews, Funding, Awards, and Activities like memberships. Additionally, it supports the inclusion of Economical and Societal Impact, which feature predefined lists and subcategories designed to help researchers categorize their contributions more efficiently. This structured approach makes it simple to enrich your profile with all relevant aspects of your academic and professional career.



  • Sync and Claim your contributions

    If you add relevant information to your ORCID record, you can seamlessly sync these updates with your profile through MyResearchFolio. This synchronization enables you to keep both your ORCID and MyResearchFolio profiles updated simultaneously, saving time and ensuring consistency across platforms. Moreover, MyResearchFolio aggregates additional information from the OpenAIRE Graph, which may include contributions not yet listed in your ORCID profile. In such cases, you have the option to claim these contributions and add them directly to your ORCID record, enhancing the completeness and accuracy of your research profile. This integrated approach helps you maintain a comprehensive and up-to-date representation of your scholarly work with minimal effort.


Step by step guidance on how the profile will be built
for RPOs.
  • The specific domain profiles will be built in several steps to identify your needs, put our expertise into practice, and create a profile based on your preferences in order to get the most out of OpenAIRE's operational services.

    Understanding your needs

    First, we focus on understanding your specific requirements and the challenges you face. This collaborative process helps clarify your needs and priorities, ensuring we’re aligned from the beginning. By identifying key areas we can guide you toward the most relevant template that will bring real value to your work​.

    Develop a pilot

    After identifying your needs and challenges, you’ll select the features—such as network, awards, statistics, or Narrative CV—that best represent your domain, or propose new ones to ensure all contributions are accurately captured. With these choices, we’ll define the basic configuration of your Community, laying the foundation for a tailored and impactful presence within OpenAIRE.

    Test and Validate

    You validate and test your new template with your experts and community to ensure the quality of data meets your standards. If needed, we work together in another iteration to further refine and adapt to your needs.

    Roll out the service

    We jointly roll out your new template You take over the business operations and start engaging your researchers, we take care of the smooth operation.


  • 1. Share Your Vision

    The first step in creating a meaningful CV profile is articulating your vision. This goes beyond simply listing achievements, it’s about clarifying what you expect from the process of evaluation. Sharing your vision ensures that the CV communicates not only professional milestones but also long-term goals, values, and contributions to knowledge. For example, if you aim to highlight your role in interdisciplinary research or societal impact, your CV should be structured to make those contributions visible.

    By stating your expectations—whether it is to highlight innovation, equity in research, or collaboration—you create a shared understanding of how success is measured. This vision-setting aligns the CV with evaluation practices that go beyond traditional metrics, ensuring the document reflects both excellence and relevance in research.


    2. Identify Your Community Needs

    The second step is grounding your CV in the needs and priorities of your community. Every research field and institution has different emphases—some may prioritize high-impact publications, others may highlight community engagement, mentorship, or open science practices. By identifying what your community values, you ensure that your CV reflects not only individual success but also collective progress.

    This requires reflecting on the context in which you operate. For instance, a research-performing organization in health sciences may value contributions to clinical practice and patient outcomes, while one in environmental studies may emphasize sustainability and policy influence. Recognizing these nuances allows you to select CV components that resonate with evaluators and stakeholders. Ultimately, tailoring your CV to community needs bridges the gap between personal achievements and institutional missions, creating a profile that speaks to shared priorities.


    3. Define Your Components in a Customized Template

    The final step is to structure your CV using components that best represent your contributions. Traditional CVs often emphasize publications and grants, but a customized template allows for greater flexibility. Depending on your field and objectives, you may choose to include statistics, research outputs, teaching records, leadership roles, or narratives that highlight societal impact. A narrative CV, for example, enables you to present your work in a holistic way, showing how different outputs connect to a larger vision.

    This customization ensures that your CV is not just a static record but a dynamic reflection of your career. You may decide to include components such as interdisciplinary collaborations, open data practices, or innovation outputs alongside traditional measures. By thoughtfully defining and selecting these elements, you create a profile that not only documents your career but also positions you as a researcher who contributes meaningfully to both your field and society. A well-chosen template ensures that your CV aligns with your vision and community needs while remaining clear and evaluable for decision-makers.


  • 1. Deploying the Pilot

    The first step in creating a pilot is its initial deployment. At this stage, you launch an early version—such as an OpenAIRE beta or a minimal viable product (MVP)—to test core functionalities in a real-world environment. The goal is not perfection but to provide a working version that stakeholders can interact with, gather feedback from, and identify early challenges. Deploying the pilot enables you to observe how your ideas perform in practice and what aspects of the system or process need adjustment.

    This stage also involves clear communication with your audience about the pilot’s purpose and limitations. By framing it you set expectations that the project is open for testing, feedback, and iteration. Early deployment is crucial because it provides tangible evidence of progress and lays the groundwork for iterative improvements. It’s the foundation upon which the next stages of refinement are built.


    2. Demonstrating and Refining

    Once the pilot is deployed, the next step is to demonstrate its capabilities and refine it based on feedback. Demonstration involves showcasing the pilot’s functionalities to a select group of users or stakeholders, highlighting key features and intended outcomes. This is the stage where real-world observations are gathered, such as usability issues, technical glitches, or gaps in functionality.

    Refinement is iterative: based on the demonstration, adjustments are made to improve the pilot’s performance, relevance, and user experience. This may include updating workflows, adding missing features, or simplifying complex processes. By demonstrating and refining the pilot in cycles, you ensure that the project evolves responsively, addressing both user needs and technical constraints. This step transforms the pilot from a conceptual prototype into a more robust and practical solution.


    3. Collaborative Refinement

    The final step is collaborative refinement, where feedback loops are expanded to include broader stakeholders, partners, or community members. At this stage, refinement is not just about technical improvements but also about aligning the pilot with the expectations, practices, and priorities of the wider community. Collaborative refinement encourages co-creation, where diverse perspectives help identify gaps, improve relevance, and enhance adoption.

    Through workshops, user testing, or advisory input, collaborative refinement ensures that the pilot addresses both practical challenges and strategic goals. This step emphasizes partnership and shared ownership, fostering buy-in from the community and increasing the likelihood of successful scale-up. Ultimately, collaborative refinement transforms a functioning pilot into a sustainable and adaptable solution that meets collective needs while maintaining its core vision.


  • 1. Comprehensive Testing of the Version

    The first step in testing and validation is performing comprehensive testing on the deployed version. This involves rigorously evaluating the system or product against all intended functionalities, performance benchmarks, and user requirements. Comprehensive testing ensures that the project is stable, reliable, and meets the technical and operational standards necessary for broader use. It is essential to identify both obvious errors and subtle issues that could affect usability or accuracy.


    2. Iterative Configuration and Validation

    After comprehensive testing, the next step is iterative configuration and validation. This stage involves making incremental adjustments based on testing outcomes and continuously validating whether these changes improve performance, usability, and alignment with project objectives. Iteration allows for fine-tuning technical configurations, adjusting workflows, and ensuring that all components of the system function together harmoniously.


    3. Collaborative Refinement

    The final step is collaborative refinement, where stakeholders, users, and community members contribute to the final adjustments. This stage ensures that testing and validation are not only technical exercises but also align with user expectations and broader project goals. Collaborative refinement can include joint review sessions, workshops, or shared dashboards for feedback, allowing insights from multiple perspectives to guide improvements.


  • 1. Engage

    The first step in rolling out a service is engagement. This involves proactively connecting with stakeholders, users, and community members to build awareness and understanding of the service. Engagement is critical because it establishes trust, communicates the purpose and benefits of the service, and encourages early participation. Activities may include presentations, workshops, consultations, or outreach campaigns to introduce the service and its value proposition.


    2. Adaptation in the Community

    The second step is adaptation in the community, which focuses on customizing the service to align with local needs, practices, and priorities.


    3. Ongoing Support

    The final step is ongoing support, which ensures the service remains effective, reliable, and responsive over time. Support includes technical assistance, training, troubleshooting, and continuous communication with users. It may also involve monitoring performance, gathering feedback, and making incremental improvements based on real-world experiences.

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