Presentation by Laure Haak at Institut d'Estudis Catalans, 6 September 2013 on ORCID adoption and integration

1. orcid.org
Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
What we are, What we offer, How we do it,
How far we are,What is coming, How to join
September 2013
Laurel L. Haak, PhD
Executive Director, ORCID
L.Haak@orcid.org
http://orcid.org/0000-0001-5109-3700

2. The research community has
lacked the ability to link
researchers and scholars with their
professional activities.
What is the problem?
• Discoverability within and across databases
• Author, grantee, and faculty record management
• Output tracking
• Research reporting and impact assessment
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3. v ORCID is an international, interdisciplinary,
open, not-for-profit, community-driven
organization. We collaborate with researchers and
organizations across the research community to
provide a registry of persistent researcher identifiers.
Who we are
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4. Benefits to the community
v Unique and persistent ORCID iD can be used
throughout career, across professional activities and
affiliations
v ORCID iD is embedded in works metadata, and is
independent of platform
v Embedding improves system interoperability –
across discipline, organization, and country
• Reduced reporting workload for researchers
• Automates repository deposition
• Supports institutional reporting
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5. What is your ORCID iD?
• Unique and persistent
identifier
• 16-digit number
• Expressed as HTTP URI
• Compatible with ISO
standard
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6. 6 September 2013 orcid.org
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It takes 30 seconds to
register and a few minutes
to link your record to your
works. Registration is easy
and free.
Go to orcid.org/register.
Registration is fast and free

7. What we offer
Other IDs
• ResearcherID
• Scopus
• Coming soon: ISNI
Research Information Systems (CRIS)
• Research Institutions
• Funders
• Governments
ORCID Account
• Account Settings
• Manage Permissions
ORCID Record
• Biography
• Research Activities
Workflows
• Manuscript submission
• Grant applications
• Dataset deposition
• Patent applications
• Graduate thesis submission
• Student/staff onboarding
• Single sign-on
• Membership renewal
• Conference registration
• Repository updates
The ORCID
Registry
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8. User Privacy
• Information in an ORCID Record has a privacy setting,
which can be set by the account owner or proxy.
• Account information (settings, permissions) is
accessible by the account owner
Accessible by anyone
Accessible by Account Owner,
Trusted Organization(s)
Accessible by Account Owner
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9. 6 September 2013 orcid.org
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Account settings

10. 6 September 2013 orcid.org
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Easily link to your works

11. v Our core mission is to provide an open registry
of persistent unique identifiers for
researchers and scholars AND to automate
linkages to research works.
v In addition to a registry, we provide public and
member APIs to integrate ORCID iDs into
research information systems and embed
identifiers in research workflows
How do we do it?
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12. ORCID APIs
• Public API
• No token or registration needed
• Can only access data marked as public
• Can only READ
• Member API
• Registration and token needed
• With permission, can access data marked as limited
• Can READ, EDIT,APPEND.
• Employer institutions may CREATE
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13. 6 September 2013 orcid.org
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Integration Flows
http://orcid.org/organizations/integrators
v Get a user’s iD
v Get data from a record
v Enable import
v Link to your system
v Create ORCID iDs

14. Data model
Courtesy of Herbert van de Sompel,
http://www.slideshare.net/hvdsomp/towards-a-
machineactionable-scholarly-communication-
system
Persistent iDs for researchers
allow “contributors” to move from
periphery to center in research
information data models.
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15. Interoperability
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16. For benefits to be realized…
• Researchers must see the benefit of creating
ORCID iDs AND must create or claim an
ORCID Account
• Research information processes and systems
must adopt ORCID as a standard person
identifier AND embed ORCID iDs AND link
back with the ORCID Registry
• Research community must support the
ORCID mission through membership
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17. 0
50,000
100,000
150,000
200,000
250,000
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Website
OAuth
ORCID has issued over 250,000
identifiers since our launch in
October 2012.
Growth since launch
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18. Registry use is international
• 22 countries >10,000
unique visitors
• 61 countries >1,000
unique visitors
• Registry supports
multiple character sets
• Content in Spanish,
French, English, and
Chinese
Country
Visits
%
US
164436
17.3%
China
82871
8.7%
UK
59216
6.2%
India
48569
5.1%
Spain
45469
4.8%
Italy
40514
4.3%
Brazil
39982
4.2%
Germany
37782
4.0%
Japan
32821
3.5%
Australia
31265
3.3%
France
25237
2.7%
Canada
22096
2.3%
Iran
16053
1.7%
Russia
15549
1.6%
South
Korea
15449
1.6%
Sweden
14859
1.6%
Egypt
13835
1.5%
Portugal
13384
1.4%
Turkey
13293
1.4%
Malaysia
13273
1.4%
Netherlands
13158
1.4%
Taiwan
12481
1.3%
Poland
9542
1.0%
Switzerland
9183
1.0%
Mexico
9064
1.0%
Greece
6982
0.7%
Romania
6913
0.7%
Saudi
Arabia
6480
0.7%
Belgium
6149
0.6%
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19. Registry use in Spain
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20. “Encourage
adop5on
of
unique
persistent
researcher
IDs:
...
The
ORCID
system
also
will
allow
individuals
to
idenYfy
their
research
output
and
create
a
registry
of
IDs.
SciENcv
will
include
a
uYlity
that
make
it
easy
for
users
to
obtain
an
ORCID
and
to
link
it
to
their
publicaYons
and
grants.”
http://www.jisc.ac.uk/whatwedo/programmes/
di_researchmanagement/researchinformation/
orcid.aspx
http://openaccess.blogg.kb.se/2013/01/30/
slutrapport-fran-projekt-
forfattarindentifikatorer/
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21. ORCID Members
21
Currently, ORCID has 82 members, from a broad cross-
section of the international research community
Publishers* Aries,'Copernicus,'Elsevier,'EDP'Sciences,'eLife,'Epistemio,'Hindawi,'Infra=M'Academic'
Publishing,'Journal'of'Bone'and'Joint'Surgery,'Karger,'Landes'Bioscience,'Nature,'
Peerage'of'Science,'ScienceOpen,'Springer,'Wiley'
Associations* American'Astronomical'Society,'American'Chemical'Society,'ACSESS,'AAAS,'American'
Geophysical'Union,'American'Mathematical'Society,'American'Psychological'
Association,'American'Physical'Society,'American'Society'of'Microbiology,'American'
Society'of'Civil'Engineers,'Association'for'Computing'Machinery,'IEEE,'Modern'
Language'Association,'OSA,'Royal'Society'of'Chemistry'
Funders* US'Department'of'Energy,'US'Food'and'Drug'Administration,'Japan'Science'and'
Technology'Agency,'US'National'Institutes'of'Health,'UK'National'Institute'of'Health'
Research,'Wellcome'Trust'
Universities*
and*Research*
Organizations*
Boston'Univ,'CalTech,'Chalmers'Univ'Technology,'Chinese'Academy'of'Sciences'
Library,'CERN,'Cornell'Univ,'EMBL'(EBI),'FHCRC,'Glasgow'Univ,'Harvard'Univ,'IFPRI,'
KACST,'KISTI,'MIT,'MSKCC,'National'Institute'of'Informatics,'NYU'Langone'Medical'
Center,'Riga'Technical'Univ,'SUNY=Stonybrook,'Univ*Oviedo,'Univ*Zaragoza,'Univ'
College'London,'Univ'Cambridge,'Univ'Hong'Kong,'Univ'Kansas,'Univ'Manchester,'
Univ'Michigan'
IDs* ResearcherID,'Scopus'
Repositories*
and*Profile*
Systems*
Altmetric,'ANDS,'AVEDAS,'British'Library,'Copyright'Clearance'Center,'CrossRef,'
DataCite,'F1000'Research,'Faculty'of'1000,'figshare,'Impact'Story,'Knode,'OCLC,'
PubMed'Europe'(EBI),'Symplectic,'Thomson'Reuters,'Überresearch,''
!

22. Example Integrations
v University CRIS and personnel systems
v Linkage with repositories
v Grant applications
v Manuscript submission
v Linkage with other IDs
Exploring integration in association membership and
conference systems. ORCID has been proposed as a
component of FIM and COI systems.
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23. Personnel system integration
Add ORCID iD to
university personnel
system
System will provide
ORCID-HUID pairs
for use in Harvard
applications, such as
DASH open access
repository
http://library.harvard.edu/harvard-adopt-service-uniquely-identify-academic-authors
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24. Profile system integration
Add ORCID iD to
university personnel
system
Boston University is creating ORCID records for their faculty and
staff (opt-out) and students (opt-in). Envision ORCID iDs as part
of the university personnel system, access management, DSpace
repository, thesis submission, and for tracking trainees on grants.
http://www.slideshare.net/ORCIDSlides/boston-univ-oxford-orcid-outreach
Transfer data from
Profiles to ORCID
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25. Import publications
from ORCID Record
Link between
profile and
ORCID iD
CRIS system integration
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26. Linking with repositories
Import works metadata from sources
including CrossRef, Scopus, and DataCite
http://odin-project.eu/2013/05/13/new-orcid-integrated-data-citation-tool/
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27. Research data repository
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28. Grant applications
Import information
from ORCID record
Link grant application to
ORCID identifier
NIH launching ScienCV
grant application system
with ORCID iDs this month
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29. Grant applications
v The US Department of Energy has integrated ORCID iDs into
their E-Link and Announcement Notices.
v Wellcome Trust has integrated ORCID iDs into eGrants
v The Australian NHMRC has integrated ORCID identifiers into
their RGMS grant application system.
http://www.nhmrc.gov.au/media/newsletters/
research-tracker/2013/nhmrc-research-
tracker-28-june-2013
https://www.osti.gov/elink/aboutorcid.jsp
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30. Grant applications
Import information
from ORCID record
Link grant application to
ORCID identifier
Wellcome Trust
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31. “Nature journals authors can
link their ORCID to their
account in our manuscript
submission and tracking
system, and we will soon be
publishing authors’ ORCIDs in
papers.”
Manuscript submission
ORCID iDs are being received by CrossRef and PubMed
Diehl LA, Souza RM,Alves JB, Gordan PA, Esteves RZ, Jorge ML, Coelho IC. InsuOnline, a Serious
Game to Teach Insulin Therapy to Primary Care Physicians: Design of the Game and a
Randomized Controlled Trial for EducationalValidation. JMIR Res Protoc. 2013 Jan 21;2(1):e5.
doi: 10.2196/resprot.2431. PubMed PMID: 23612462, AUID- ORCID: 0000-0002-9958-7213
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32. An industry-wide methodology
for connecting scholarly publications
to research funders
Funding data
http://www.crossref.org/fundref/index.html
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33. External IDs
Create an ORCID iD
or associate existing
ORCID iD with
ResearcherID
Exchange profile and/
or publication data
between ORCID and
ResearcherID
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34. Interoperability with ISNI
• Joint statement on interoperation
• 3-part technical implementation plan
• link ISNIs with ORCID records
• create tools to harvest document metadata
from relevant databases
• implement authenticated search and linkage of
ORCID iDs with ISNI records, and test the
feasibility of allowing review and validation of
ISNI records.
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35. Q3
Launch Multi-Assertions WG
Launch UI in Spanish, French, Chinese
New Features: Affiliations, Proxies
Q4
Complete multi-assertions requirements
Host October Outreach Mtg
New Features: Grants
What is coming
2013 Roadmap
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36. Standard: One organization joins. Option for basic or
premium benefit levels. Discount for non-profits.
Consortium or Service Provider: One lead organization
coordinates membership and technical implementation with
group participants. Fee based on number of organizations in
the group and benefit level. Discount for groups of 5 or
more.
Nation: One lead organization coordinates membership and
technical implementation with group participants. Fee based
on national GDP.
How to join
http://orcid.org/about/membership
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