Connecting Research and ResearchersUKSG Meeting, Bournemouth, UK8 April 2013                                              ...
Why do I have to manually enter data about myprofessional activities every time I … submit a manuscript,apply for a grant,...
ORCID Mission: ConnectingResearch with ResearchersWithout a way to discretely identify those participating inresearch acro...
ORCIDORCID is an international, interdisciplinary,open, not-for-profit, community-drivenorganization. We collaborate with ...
The ORCIDhttp://orcid.org/0000-0002-1825-0097•  16-digit number•  Expressed as URI•  Compatible with ISO   277729 standard
Benefits to the communityv Unique and persistent iD can be used throughout careerv Improved system interoperability – ac...
For benefits to be realized…Researchers must see the benefit of creating ORCID IDsResearchers must create or claim an ORCI...
ORCID is international                                                          11 countries >10,000 visitorsAs of April 5...
ORCID iDs are beingembedded in workflowsv  University CRIS systems (Boston Univ, Avedas….)v  Manuscript submission (Natu...
Integrators are supportingadoption and use                                            Social       Other                  ...
The ORCID Registry                        Other IDs                        •    ResearcherID                        •    S...
ORCID PrivacyInformation in an ORCID Record has a privacy setting,which can be set by the account owner or proxy.    Acces...
ORCID APIsPublic/Tier 1 API•  No token or registration needed•  Can only access data marked as public•  Can only READMembe...
ORCID Personas   The Scholar/Researcher   Individual for whom the iD and Record are created and maintained   Proxy(ies)   ...
Accessing ORCID Records         Scholar/Researcher                         Trusted Organizations         From the Website ...
Case Study 1:                   An iD is created by an institution, and                                    then claimed an...
Case Study 2:                  A user establishes a trust                                   relationship while at a member...
Example Workflowsv Linking to CRIS and importing informationv Embedding in manuscript submission and productionv Linkin...
Link between               CRIS System Integrationprofle andORCID iD                      Import publications             ...
ManuscriptSubmission…last year’s launch of the Open Researcher and Contributor ID (ORCID) facilityis to be welcomed. The c...
Linking to other IDs                       Create an ORCID                         iD or associate                       e...
Generating UsageStatistics                   22
2013 RoadmapQ1                                        Q2Launch Ambassador Program                 Train AmbassadorsPublish...
Need more information?•  Find out more at http://orcid.org•  Learn about APIs and tools to embed ORCID iDs at   http://sup...
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Haak orcid uksg_20130408

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Haak orcid uksg_20130408

  1. 1. Connecting Research and ResearchersUKSG Meeting, Bournemouth, UK8 April 2013 Laurel L. Haak, PhD Executive Director, ORCID l.haak@orcid.org https://orcid.org/0000-0001-5109-3700 http://orcid.org @ORCID_Org
  2. 2. Why do I have to manually enter data about myprofessional activities every time I … submit a manuscript,apply for a grant, renew membership in my society?What happens to this data when I move?Are these two names referring to the same person?How can we know what our researchers have produced?How do we keep our repository up to date?How can we accurately benchmark research strengths andimpact?How can we track people who participated in ourprograms? Are members of our organization?
  3. 3. ORCID Mission: ConnectingResearch with ResearchersWithout a way to discretely identify those participating inresearch across disciplines, organizations, and countries,the research community lacks the ability toaccurately and easily identify and link researchersand scholars with their professional activities. 3
  4. 4. ORCIDORCID is an international, interdisciplinary,open, not-for-profit, community-drivenorganization. We collaborate with researchers andorganizations across the research community.Our core mission is to provide an open registry ofpersistent unique identifiers for researchers andscholars and to automate linkages to researchworks and objects such as publications, datasets,other IDs, grants, and patents. 4
  5. 5. The ORCIDhttp://orcid.org/0000-0002-1825-0097•  16-digit number•  Expressed as URI•  Compatible with ISO 277729 standard
  6. 6. Benefits to the communityv Unique and persistent iD can be used throughout careerv Improved system interoperability – across discipline, organization, and country v Reduced reporting workload for researchers v Automates repository deposition v Supports institutional reportingv Open identifier and APIs can be used in any setting 6
  7. 7. For benefits to be realized…Researchers must see the benefit of creating ORCID IDsResearchers must create or claim an ORCID AccountResearch information processes and systems must adoptORCID as a standard person identifier, embed ORCIDiDs, and link back with the ORCID Registry 7
  8. 8. ORCID is international 11 countries >10,000 visitorsAs of April 5, ORCID had 106,906 46 countries >1000registered users. 87 countries >100 Country  /  Register for free directly at http://orcid.org/register Territory   Visits   %  of  Visits   United  States   59589   17.4%   United  Kingdom   24095   7.1%   China   20511   6.0%   Spain   19946   5.8%   Italy   17077   5.0%   Brazil   15836   4.6%   Germany   14927   4.4%   India   13712   4.0%   Australia   12750   3.7%   Japan   11828   3.5%   France   10600   3.1%   Canada   7926   2.3%   Portugal   6152   1.8%   Russia   5561   1.6%   Steady growth since launch 8
  9. 9. ORCID iDs are beingembedded in workflowsv  University CRIS systems (Boston Univ, Avedas….)v  Manuscript submission (Nature, Hindawi, APS, Copernicus…)v  Grant applications (NIH, Wellcome Trust…)v  Linkage with repositories (CrossRef, EBI-EMBL…)v  Linkage with other IDs (RID, Scopus…)We are exploring integration in membership systems withprofessional societies, and ORCID has been proposed as acomponent of both FIM and COI management systems. 9
  10. 10. Integrators are supportingadoption and use Social Other Media 5%While most users come directly to the 1%ORCID Registry (http://orcid.org),about a third of traffic to the ORCID External ID 14%site comes from member integrations,including manuscript submission Manuscriptsystems, other ID providers or Submission 17%repositories, and from non-members Direct 63%through social media and use of thepublic API. 10
  11. 11. The ORCID Registry Other IDs •  ResearcherID •  Scopus •  RePec •  SSRNORCID Account •  ArXiv•  Account Settings•  Manage Permissions Research Information Systems (CRIS) •  Research Institutions •  FundersORCID Record •  Governments•  Biography•  Research Activities Workflows •  Manuscript submission •  Grant applications •  Dataset deposition •  Patent applications
  12. 12. ORCID PrivacyInformation in an ORCID Record has a privacy setting,which can be set by the account owner or proxy. Accessible by anyone Accessible by Account Owner, Proxy(ies), Trusted Organization(s) Accessible by Account Owner, Proxy(ies)Account information (settings, permissions) isaccessible by the
  13. 13. ORCID APIsPublic/Tier 1 API•  No token or registration needed•  Can only access data marked as public•  Can only READMember/Tier 2 API•  Registration and token needed•  With permission, can access data marked as limited•  Can READ, EDIT, APPEND. For institutions, it is also possible to CREATE
  14. 14. 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 The Scholar. If an institution creates an iD, could serve as account owner.
  15. 15. Accessing ORCID Records Scholar/Researcher Trusted Organizations From the Website From the APICREATE EDIT ADD TO READ CREATE permission: CREATE granted by ORCID only if employer EDIT permission: 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 Permissions at launch– to be extended over time
  16. 16. Case Study 1: An iD is created by an institution, and then claimed and managed by the user1 2 3 CREATE ADD TO EDIT ADD TO READ APPEND READ ORCID ORCID ORCID Record Record Record Trusted organizations Scholar claims the ID, add activities andInstitution creates sets privacy levels, receive updatedan ID for employee establishes trust relationships Scholar information API POST ORCID Web Interface API POST / GET
  17. 17. Case Study 2: A user establishes a trust relationship while at a member site1 2 3 EDIT ADD TO READ APPEND EDIT READ ORCID ? APPEND READ Record Member site becomesMember site asks Scholar reviews the trusted; may addfor permissions request and establishes activities and receivefrom a Scholar trust relationships record updates ORCID Widget ORCID Widget API POST / GET OAuth 2.0 OAuth 2.0
  18. 18. Example Workflowsv Linking to CRIS and importing informationv Embedding in manuscript submission and productionv Linking to external identifierv Consuming data to generate usage statistics 18
  19. 19. Link between CRIS System Integrationprofle andORCID iD Import publications from ORCID Record 19
  20. 20. ManuscriptSubmission…last year’s launch of the Open Researcher and Contributor ID (ORCID) facilityis to be welcomed. The core function of ORCID — a community collaboration —is to assign every researcher a number and a web page, thereby providing aunique identifier and so disambiguation. The web page enables the researcher torecord their contributions: papers they have published and — a facility to come— their research grants and patents. Nature journals authors can link theirORCID to their account in our manuscript submission and tracking system, andwe will soon be publishing authors’ ORCIDs in papers. 20
  21. 21. Linking to other IDs Create an ORCID iD or associate existing ORCID iD with ResearcherID Exchange profile and/ or publication data between ORCID and ResearcherID 21
  22. 22. Generating UsageStatistics 22
  23. 23. 2013 RoadmapQ1 Q2Launch Ambassador Program Train AmbassadorsPublish Open Source Plan Build out methods for Open Source CmtyCall for Developers: May Codefest Host May Outreach Mtg and CodefestWorkflow for Localization Launch Localized UI #1New Features: Multi Email New Features: Affiliations, Grants, ProxiesStandard Integration: Publishers Std Integration: External IDs, RepositoriesPremium Benefits: Reports, Webhooks Std Framework: Search and ImportQ3 Q4Start work on claim store reqts Complete work on claim store reqtsCall for Developers: October Codefest Host October Outreach Mtg and CodefestLaunch Localized UI #2 Launch Localized UI #3New Features: Patents, Cross-link works New Features: Pictures, Author linking, InviteStandard Integration: Universities Std Integration: Funders
  24. 24. Need more information?•  Find out more at http://orcid.org•  Learn about APIs and tools to embed ORCID iDs at http://support.orcid.org/knowledgebase/•  ORCID code is posted on GitHub, see https://github.com/ORCID/ORCID-Source/wiki•  Subscribe to our blog and follow @ORCID_Org on Twitter•  Contact the ORCID Executive Director at l.haak@orcid.org 24

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