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Understanding the ORCID                                                      iD!
Registry
                                       Accessing ORCID
                                       Records


              The ORCID
                                         ORCID Privacy
                 Personas

                                          The ORCID Account
                                          & Record



 The ORCID ID
 http://orcid.org/0000-0002-3843-3472
 •  16-digit number
 •  Compatible with ISO 277729 standard
 •  Last character is a checksum (ISO/IEC 7064:2006, MOD 11,2)
 •  Expressed as an HTTP URI
                                                                 ORCID.org
iD!
The ORCID Personas
  The Scholar/Researcher
  Individual for whom the ID and Record are created and maintained

  Proxy(ies)
  Individual(s) assigned by the Scholar to edit the ORCID Record on
  the Scholar’s behalf (though the website)

  Trusted Organization(s)
  Organizations assigned by the Scholar to view, edit or add to the ORCID
  Record on the Scholar’s behalf (through the API)


  The ORCID Account Owner
  Usually the Scholar. If an institution creates an ID, could be the
  institution.

                                                                       ORCID.org
iD!
The ORCID Account/Record
                                         Other ID Systems
                                         •  Nature.com
                                         •  ResearcherID
 ORCID Account                           •  Scopus
 •    Account Settings                   •  VIVO
 •    Manage                             •  Etc.
      Permissions
                                                 Institution ID Systems
                         ORCID                   Governmental ID Systems
                         Record
                                                 Granting Institution Systems
      Biography
                            Activities
                            •  Works           Scholar website services
                            •  Grants          Scholar tools
                            •  Technologies



                                                                          ORCID.org
iD!
ORCID Privacy
•  Information in an ORCID Record has a privacy setting

 Accessible by anyone                                                           ORCID
                                                                                Record


 Accessible by Account Owner, Proxy(ies),Trusted Organization(s)


 Accessible by Account Owner, Proxy(ies)

•  Account info accessible by the account owner                    ORCID Account
                                                                   •    Account Settings
                                                                   •    Manage
                                                                        Permissions


•  SETTING PRIVACY: done by Account Owners or Proxies

                                                                                 ORCID.org
iD!
Accessing ORCID Records
         Scholar/Researcher                         Trusted Organizations
         From the Website                           From the API
CREATE    EDIT    ADD TO    READ                 CREATE permission:
                                      CREATE
                                                 granted by ORCID only if employer
                  ORCID                          EDIT permission:
                  Record
                                       EDIT      one time ONLY for short term;
                                                 granted at time of edit

                                                 APPEND permission:
         Proxy(ies)                   ADD TO     one time ONLY for short term;
         From the Website                        granted at time of addition

           EDIT    ADD TO     READ     READ
                                                 READ permission:
                                                 granted until revoked by user

                  ORCID                                      ORCID
                  Record                                     Record

                                     Permissions at launch– to be extended overORCID.org
                                                                               time
iD!
The APIs
•  Public API (sometimes called the Tier 1 API)
  •  No token or registration needed
  •  Can only access data marked as public
  •  Can only READ


•  Member API (sometimes called the Tier 2 API)
  •  Registration and token needed
  •  Can access data marked as public or limited
  •  Can READ, EDIT, APPEND. For institutions, it is also possible to
     CREATE
  •  Specific permissions must be granted by the Scholar



                                                                   ORCID.org
iD!
    Case Study
     An ID is created by an institution, and then claimed and managed by the Scholar


1                          2                                     3



    CREATE   ADD TO                                    EDIT          ADD TO   READ
                                                        APPEND
                                                         READ
             ORCID                                                            ORCID
             Record                                                           Record



Institution creates            Scholar claims the ID,            Trusted organizations
an ID for a Scholar            sets privacy levels,              add activities and
                               establishes trust relationships   receive updated
                                                                 Scholar information
             API POST                   ORCID Web Interface           API POST / GET

                                                                              ORCID.org
iD!
    Case Study
    A Scholar establishes a trust relationship while at a member site


1                         2                                   3



                                                EDIT              ADD TO     READ
                                                 APPEND
           EDIT                                   READ

    ?       APPEND
             READ
                                                                             ORCID
                                                                             Record



Member site asks              Scholar reviews the              Member site becomes
for permissions               request and establishes          trusted; may add
from a Scholar                trust relationships              activities and receive
                                                               record updates
     ORCID Widget                        ORCID Widget                   API POST / GET
        OAuth 2.0                           OAuth 2.0
                                                                               ORCID.org

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Understanding the ORCID Registry

  • 1. Understanding the ORCID iD! Registry Accessing ORCID Records The ORCID ORCID Privacy Personas The ORCID Account & Record The ORCID ID http://orcid.org/0000-0002-3843-3472 •  16-digit number •  Compatible with ISO 277729 standard •  Last character is a checksum (ISO/IEC 7064:2006, MOD 11,2) •  Expressed as an HTTP URI ORCID.org
  • 2. iD! The ORCID Personas The Scholar/Researcher Individual for whom the ID and Record are created and maintained Proxy(ies) Individual(s) assigned by the Scholar to edit the ORCID Record on the Scholar’s behalf (though the website) Trusted Organization(s) Organizations assigned by the Scholar to view, edit or add to the ORCID Record on the Scholar’s behalf (through the API) The ORCID Account Owner Usually the Scholar. If an institution creates an ID, could be the institution. ORCID.org
  • 3. iD! The ORCID Account/Record Other ID Systems •  Nature.com •  ResearcherID ORCID Account •  Scopus •  Account Settings •  VIVO •  Manage •  Etc. Permissions Institution ID Systems ORCID Governmental ID Systems Record Granting Institution Systems Biography Activities •  Works Scholar website services •  Grants Scholar tools •  Technologies ORCID.org
  • 4. iD! ORCID Privacy •  Information in an ORCID Record has a privacy setting Accessible by anyone ORCID Record Accessible by Account Owner, Proxy(ies),Trusted Organization(s) Accessible by Account Owner, Proxy(ies) •  Account info accessible by the account owner ORCID Account •  Account Settings •  Manage Permissions •  SETTING PRIVACY: done by Account Owners or Proxies ORCID.org
  • 5. iD! Accessing ORCID Records Scholar/Researcher Trusted Organizations From the Website From the API CREATE EDIT ADD TO READ CREATE permission: CREATE granted by ORCID only if employer ORCID EDIT permission: Record EDIT one time ONLY for short term; granted at time of edit APPEND permission: Proxy(ies) ADD TO one time ONLY for short term; From the Website granted at time of addition EDIT ADD TO READ READ READ permission: granted until revoked by user ORCID ORCID Record Record Permissions at launch– to be extended overORCID.org time
  • 6. iD! The APIs •  Public API (sometimes called the Tier 1 API) •  No token or registration needed •  Can only access data marked as public •  Can only READ •  Member API (sometimes called the Tier 2 API) •  Registration and token needed •  Can access data marked as public or limited •  Can READ, EDIT, APPEND. For institutions, it is also possible to CREATE •  Specific permissions must be granted by the Scholar ORCID.org
  • 7. iD! Case Study An ID is created by an institution, and then claimed and managed by the Scholar 1 2 3 CREATE ADD TO EDIT ADD TO READ APPEND READ ORCID ORCID Record Record Institution creates Scholar claims the ID, Trusted organizations an ID for a Scholar sets privacy levels, add activities and establishes trust relationships receive updated Scholar information API POST ORCID Web Interface API POST / GET ORCID.org
  • 8. iD! Case Study A Scholar establishes a trust relationship while at a member site 1 2 3 EDIT ADD TO READ APPEND EDIT READ ? APPEND READ ORCID Record Member site asks Scholar reviews the Member site becomes for permissions request and establishes trusted; may add from a Scholar trust relationships activities and receive record updates ORCID Widget ORCID Widget API POST / GET OAuth 2.0 OAuth 2.0 ORCID.org