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v2026.1714 entries · CC-BY 4.0
CASRAI
Dictionary termTrack EStablev2026.2

Onboarding (project)

The structured process of integrating a new team member, partner, or contributor into a project, including orientation to scope, methods, tools, data, governance, and team norms.

ByCASRAI Editorial Board
· Last updated 21 May 2026

Examples

Worked examples

  • Is an instance

    A new postdoc joining a project completes onboarding within their first two weeks: signing data-access agreements, completing ethics training, and shadowing experiments.

  • Is an instance

    A new beneficiary joining a Horizon Europe consortium completes accession to the GA and CA before participating in WP activities.

Counter-examples

Looks similar, but isn't

  • Not an instance

    A casual one-off external collaborator with no formal project role does not require full onboarding.

  • Not an instance

    Routine training unrelated to a specific project is not project onboarding.

Editorial commentary

Project onboarding accelerates productive contribution by new members and reduces compliance risk (e.g., ethics training, data-access controls, conflict-of-interest disclosure). Onboarding artefacts typically include a project handbook or wiki, data access provisioning, code repository access, mandatory training (ethics, biosafety, EDI, research integrity), introduction to consortium meetings, and assignment of a mentor or buddy. For consortium partners joining mid-project, onboarding also includes accession to the Grant Agreement and Consortium Agreement.

References

  • PMBOK Guide team onboarding; UKRI Concordat to Support the Career Development of Researchers.

Also known as

Project induction · New-member onboarding · Mid-project onboarding

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="Onboarding (project)"
      vocab-term-identifier="https://casrai.org/dictionary/term/onboarding-project" />
Schema.org DefinedTerm (JSON-LD)
json
{
  "@context": "https://schema.org",
  "@type": "DefinedTerm",
  "name": "Onboarding (project)",
  "identifier": "https://casrai.org/dictionary/term/onboarding-project",
  "description": "The structured process of integrating a new team member, partner, or contributor into a project, including orientation to scope, methods, tools, data, governance, and team norms.",
  "inDefinedTermSet": "https://casrai.org/dictionary/domain/research-lifecycle-stages-and-project-metadata/",
  "url": "https://casrai.org/dictionary/term/onboarding-project",
  "sameAs": [
    "Project induction",
    "New-member onboarding",
    "Mid-project onboarding"
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/"
}
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