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  • 1. ORCID, a Technological Stanley David Kochalko, Thomson Reuters, ORCID Director The Charleston Conference Thursday, 4 November 2010 1
  • 2. I would have run to him…I did not know how he would receive me; so I did what cowardice and false pride suggested was the best thing, - walked deliberately to him, took off my hat, and said, ‘Dr. Livingstone, I presume?’ Stanley Finds Livingstone, 1871 2
  • 3. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 3
  • 4. Many identifiers, fulfill unique roles John Richard Wilson SS# 1234567890 jwilson@ mycompany.com 4
  • 5. What’s the problem ORCID will address? John Richard Wilson Wilson, John Richard John R. Wilson Wilson, John R. Wilson, J.R. J.R. Wilson John Wilson Wilson, John J. Wilson Wilson, J. 5
  • 6. What’s the problem? • Estimated 7 million researchers • Estimated 6.5 million graduate students • Times 10 (or more)…yikes! 6
  • 7. What’s the problem? Virtually all countries have their unique “common name” problems Johannson Rodriguez Müller 7
  • 8. What’s the problem? Li (Lee), Wang, Zhang, Liu, Chen, Yang, Huang, Zhao, Zhou, Wu, Xu, Sun, Zhu, Ma, Hu, Guo, Ln, He, Gao, Liang, Zheng, Luo, Song, Xie, Tang, Han, Cao, Xu, Deng, Xiao Scale =1:33 million 8
  • 9. What’s the problem? 王伟 王薇 王维 王蔚 Wei Wang 汪卫 汪玮 汪威 汪巍 Doi:10.1103/PhysRevLett.99.230001 9
  • 10. What’s the problem? 王伟 王薇 王维 王蔚 Wei Wang 汪卫 汪玮 汪威 汪巍 Doi:10.1103/PhysRevLett.99.230001 10
  • 11. What will ORCID facilitate? Given a name, tell me… • What works someone has contributed • The nature of those works • Who is affiliated with this person and what are their relationships? 11
  • 12. Who will benefit from ORCID? Researchers Librarians Institutions Funding agencies Societies Publishers 12
  • 13. How will Librarians benefit from ORCID? • Creating profiles and communities • Reporting on the impact of research • Refining collection development 13
  • 14. Use cases for ORCID 1)To harvest biographical data and bring it into the university’s HR system • Draw upon educational degrees, awards, honors, speaking engagements … • Build profiles efficiently and accurately (reduce input errors or omissions) • Monitor the impact of faculty/researchers and analyze cross-institution collaboration 14
  • 15. Use cases for ORCID 1)Harvest… 2)Auto-populate repositories • Provide a public face for the institution • Highlight scholarly, social, and economic impact - valuable resources • Support the institution’s mission 15
  • 16. Use cases for ORCID 1)Harvest … 2)Auto-populate … 3)Credential temporary access to university resources for visitors who are collaborating with others from the university community 16
  • 17. Use cases for ORCID 1)Harvest … 2)Auto-populate … 3)Credential … 4)Complement the data compiled and metrics reported on their community 17
  • 18. Use cases for ORCID 1)Harvest … 2)Auto-populate … 3)Credential … 4)Complement … 5)Conduct bibliometric research 18
  • 19. Use cases for ORCID 1)Harvest … 2)Auto-populate … 3)Credential … 4)Complement … 5)Conduct … 6)Refine collection development using better informed view into literature most relevant to your scholarly community. 19
  • 20. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 20
  • 21. 144 Participant Organizations 21
  • 22. Participant Organization Types Organization Type Number Publisher Academic 47 20% Academic Assoc/Society 15 29% Corporate 19 Other 5% Government 11 Non-profit 17 Non-profit 10% Assoc/Society Other 7 13% Publisher 28 Total 144 Corporate Government 14% 9% 22
  • 24. ORCID’s Mission ORCID, Inc. is a non-profit organization that aims to solve the author/contributor name ambiguity problem in scholarly communications by creating a central registry of unique identifiers for individual researchers and an open and transparent linking mechanism between ORCID and other current author ID schemes. These identifiers and the relationships among them can be linked to the researcher’s output to enhance the scientific discovery process and to improve the efficiency of research funding and collaboration within the research community. 24
  • 25. Board of Directors Liz Allen, Wellcome Trust Amy Brand, Harvard University Craig Van Dyck, John Wiley & Sons, Inc. Martin Fenner, Hannover Medical School Thomas Hickey, OCLC Online Computer Library Center, Inc. David Kochalko, Thomson Reuters Salvatore Mele, CERN — European Organization for Nuclear Research Ed Pentz, Publishers International Linking Association, Inc. Howard Ratner, Nature Publishing Group Bernard Rous, Association for Computing Machinery, Inc. Chris Shillum, Elsevier MacKenzie Smith, Massachusetts Institute of Technology Libraries Hideaki Takeda, National Institute of Informatics (NII) (Japan) Simeon Warner, Cornell University Library 25
  • 26. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 26
  • 27. Timeline (August 2010) Feb March April May June July Aug Sept Oct Nov Dec Q2-4 Build Sandbox Alpha Prototyping ORCID Members Demonstration and Alpha Testing Organization Creation Beta Development Public Beta Rollout Profile Exchange Research & Development 27
  • 28. Development Approach • To create an ORCID Alpha Prototype and clarify desired features within the community around the following areas: • Federated workflow • Federated data privacy • Services design and protocols • Data schema designs • GUI design • Individual / Batch profile matching • To establish workstreams and collaborative relationships across a multitude of competing and cooperating organizations, including: • Individual curated biographic profile exchange • Alogrithmically curated biographic profile matching • Bibiliographic profile access • Identification, provenance, and federation • Privacy • Organizational legal issues • To expose the Alpha prototype for further design and architecture feedback 28
  • 29. Alpha Use Cases An author can either create a new ORCID ID or import profile information from an existing profile system (e.g., Scholar Universe, Researcher ID, Scopus, REPEC). Once an author has an ORCID ID they can export this profile information from ORCID to relevant stakeholder systems. Stakeholders are researchers (who can use ORCIDs to more efficiently and accurately record and present their research-related profiles), institutions (where ORCIDs might be used in researcher evaluation), publishers (where ORCIDs are input into manuscript tracking systems), and funding agencies (where ORCIDs might be used for evaluation or tracking of research). Privacy and access rights as well as funding issues are being tackled. Some information will be optional and researchers will have control over their private data in the registry. ORCID may be linked to other registries, such as the International Standard Name Identifier (ISNI) a draft international standard for tracking creators, actors, artists and performers.
  • 30. Alpha Features Alpha Features • Easy registration process: Researchers fill out a registration form or have it pre-populated with data from an ORCID partner system (e.g. Scopus, RePec, AuthorClaim). • User-controlled privacy settings: The researcher controls how much/little information about him/herself that they want to make publically available. • Local-language support: The database supports UTF-8 character-set. Searching by unicode characters is also supported. • Search: The system supports search of public profiles by first/last name; institution; keyword; ORCID number. In addition, the system allows for browsing by keyword and supports auto-suggest for keyword and institution. • Publication claiming: Researchers can perform a doi search against CrossRef to add publications to their profile. A link to view the publication at the publisher’s site is also captured. • Integration with ORCID partner systems: Services include the ability for partners to search ORCID, upload and download profile and publication information. 30
  • 31. Inside the Alpha ORCID has extended a clone of the Researcher ID system developed by Thomson Reuters • ORCID Number • Description • Joint affiliation sub • Name (first, last, • User defined URLs organization middle) • Privacy settings • Joint affiliation start • Other names • Institution name date • Email address • Sub organization • Joint affiliation role • Persistent URL • Sub organization Address • Past affiliation • Role information (name, city, • Subjects • Sub organization role country, start date, end • Keywords • Joint affiliation name date, role) • Personalization settings • Opt in/out 31
  • 32. Simple Registration Register Search ORCID 32
  • 33. Import Profile Import and connect existing profile 33
  • 34. Basic Profile 34
  • 35. Claim Publications 35
  • 36. Claim Publications 36
  • 37. CrossRef API Connection 37
  • 38. Search Name Search ORCID Ratner Search 38
  • 39. Search Name Search ORCID 39
  • 40. Search Keyword Search ORCID DOI keyword 40
  • 41. Connect to Manuscript Tracking Systems Talking to ORCID Alpha API 41
  • 42. Results from ORCID Alpha 42
  • 43. ORCID captured 43
  • 44. Batch Upload and Download Services • Universities and Organizations can upload batches of profiles to facilitate generation of ORCID Institution/Organization Services integration with Researcher IDs Management Systems ORCID System • In Alpha, individual researchers must respond to system generated emails to claim their IDs and make their profiles live Emails to Researchers to Batch upload to ORCID verify ORCID ID claims System from • Solution is web services based and IDs added to ORCID Institution/Organization and depends on development of an administrative interface or integration with external administrative system Batch download of enriched profiles and ORCID profiles available • Provenance of uploaded data ORCID IDs by on ORCID website Institution/Organization stored in database • Profiles can be batch downloaded by organizations 44
  • 45. Possible Matching Algorithms • VIAF matching technology from OCLC Profile Exchange R&D • Author Resolver from ProQuest • Matching capability from OKKAM ORCID F67572010 45
  • 46. Open Questions • For any individual’s profile / data • What data is available for matching? User Submitted • What data may individual Profiles claim? • What data is available for flagging provenance Publication Society and Other Submitted • Where is any data that is Metadata Profiles claimed stored (ie. ORCID repository, linked)? • What can an individual choose to display on their Publisher Submitted Profiles public ORCID profile? • What can ORCID member organizations access / retrieve? 46
  • 47. Classifications of Data Default Default Displayed Displayed Controlled Controlled Display/Hide Display/Hide Default Default Hidden Hidden Researcher Required to 3rd Party Register Loads Data What is the overlap between user uploaded and 3rd party uploaded How best to detect and avoid data ? collisions? 47
  • 48. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 48
  • 49. Tracking ORCID • Visit our website www.orcid.org • Find ORCID in Social Media – Twitter @orcid_org – Facebook http://www.facebook.com/pages/ORCID- Initiative/124343140932918 – ResearchGate: http://www.researchgate.net/group/ORCID/ – Slideshare: http://www.slideshare.net/ORCID and http://www.slideshare.net/tag/orcid – FriendFeed: http://friendfeed.com/orcid • Attend a Participant Meeting – 18 November, 9 a.m. – 1 p.m. GMT, London, U.K. 49
  • 50. Express your interest at www.orcid.org
  • 51. Acknowledgements Geoff Bilder, CrossRef Amy Brand, Harvard University Howard Ratner, Nature Publishing Group MacKenzie Smith, MIT Libraries 51
  • 52. Want to Learn More, Get Involved? Contact: Dave Kochalko d.kochalko@orcid.org david.kochalko@thomsonreuters.com 760.438.5526, x304 Register at www.orcid.org 52