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TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
TNC2012 Federated and scholarly identity - match made in heaven?
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TNC2012 Federated and scholarly identity - match made in heaven?

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  • 1. ??????Federated identity and scholarlyidentity - a match made in heaven?Gudmundur A. Thorisson, PhD <gt50@leicester.ac.uk>Research associate, University of LeicesterGuest scientist, University of IcelandParticipant in the GEN2PHEN Consortium and the ORCID Technical Working Group This work is published under the Creative Commons Attribution license (CC BY: http://creativecommons.org/licenses/by/3.0/) which means that it can be freely copied, redistributed and adapted, as long as proper attribution is given.TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 2. Overview ๏ Crash course in scholarly identity ๏ Some problems: name ambiguity and online identity fragmentation ๏ The Open Researcher & Contributor ID initiative - ORCID background, current status and roadmap ๏ Applications of ORCID in the scholarly identity landscape ๏ Some thoughts on collaboration between ORCID and identity fedsTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 3. Scholarly identity ‣ A scientific researcher’s publication record - Defined by “authorship” of mostly “traditional” kind of works - Articles in peer-reviewed journals, books, conf. proceedings ‣ The “publish or perish” culture in scientific research - Authorship of papers in top-tier, high-impact journal is single biggest factor in career advancement - Not enough high-profile papers? no grant, no tenure, etc. ‣ At the heart of peer recognition / professional reputationTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 4. Digital scholarship in the 21st century ‣ Creation of online digital research outputs increasingly common & important part of doing scientific work - Research datasets deposited in online repositories - Data curation - adding value to research data - Scientific software - Research blogging - Contributions to scientific articles in Wikipedia - [and so on]TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 5. Big Science, Big Data• Scientific research increasingly large-scale and data-driven• High-profile examples – High-energy particle physics - experiments performed in the Large Hadron Collider – Astronomy - data from ground-based and space telescopes, the Virtual Observatory (VO) • Doctorow, C. Big data: Welcome to the petacentre. Nature 455, 16-21 (2008). http://dx.doi.org/10.1038/455016aTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 6. Biological research too is increasingly “Big” and data-driven ‣ From: small-scale datasets that fit into a printed journal article Richards, M. et al. Paleolithic and neolithic lineages in the European mitochondrial gene pool. American journal of human genetics 59, 185-203 (1996). http://www.ncbi.nlm.nih.gov/pmc/articles/PMC1915109/TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 7. Biological research too is increasingly “Big” and data-driven ‣ To: large-scale collection of biological data in digital form ‣ Huge technological advances in last 5-10 years experimental / observations <-- gathering data with high-throughput equipment computer technology <-- storing & analyzing massive data volumes ‣ Example: massively-parallel sequencing Determine human genome sequence in <1 day - the $1000 genome Metagenomics: sequence *everything* in environment samples Large bio-specimen collections x100,0000 of individuals in disease/population biobanksTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 8. http://www.gen2phen.org Prof Anthony J Brookes GEN2PHEN coordinatorChair, Bioinformatics and Genomics Department of Genetics University of Leicester, UK 4
  • 9. Identifying contributors ‣ Why? So we can.. - Attribution - link content creators with their works and attribute credit appropriately - Discovery - who contributed to publication X? which publications has person/organization Y contributed to? ‣ What kind of contributions? - Characterizing ‘contributorship‘: role: author, creator, analyst, reviewer contribution: ‘conceived of study & designed experiment’, ‘wrote paper’, ‘performed experiments’ ‣ LHC example: ~2000 ‘authors’ and ~170 institutionsTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 10. Problem #1: name ambiguityAre these authors all the same person?G. Thorisson, University of Leicester How about these?G. A. Thorisson, University of LeicesterG. A. Thorisson, Cold Spring Harbor Laboratory Or these? J. Smith J. Smith J. Smith J. Smith J. Smith [...] [..] ∼2/3 of the ∼6 million authors in MEDLINE share a last name and first initial with at least one other author, and an ambiguous name refers to ∼8 persons on average. Torvik and Smalheiser. Author name disambiguation in MEDLINE. ACM Transactions on Knowledge Discovery from Data (2009) vol. 3 (3)TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 11. Problem #1: name ambiguity‣ Number of authors and other scholarly contributors is increasing‣ Number & kinds of “works” they contribute to is increasingTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 12. Problem #1: name ambiguity‣ Number of authors and other scholarly contributors is increasing‣ Number & kinds of “works” they contribute to is increasing‣ The scholarly record is broken‣ Reliable attribution of authors and contributors is impossible without unique person-level identifiersTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 13. Problem #2: digital identity crisis ‣ Session title: Scientific Schizophrenia - How many identities do YOU have? ‣ Well, I have several! <-- identity crisis?? - 2x Universities I’m affiliated with - Several scholarly/professional profile services - LinkedIn professional profile / CV - Twitter microblogging (for professional purposes) - Several other author profiles that are not under my control (Web of Science, Scopus, others) ‣ Identity fragmentation - big, big mess!!!!TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 14. How to Make a Tackle in RugbyTackling in rugby is one of the most important aspects of the game.[...]Credit: http://djamba.com/how-to-make-a-tackle-in-rugby.html
  • 15. The Open Researcher & Contributor ID initiative ‣ ORCID is an international, interdisciplinary organization involving multiple stakeholders: - Research institutions, libraries, funding organizations, publishers, intermediares and individual researchers ‣ Started in late 2009 to solve the name ambiguity problem in scholarly communication. ‣ Incorporated as a non-profit with a Board of Directors in August 2010.TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 16. The Open Researcher & Contributor ID initiativeORCID will work to support the creation ofa permanent, clear and unambiguousrecord of scholarly communication byenabling reliable attribution of authors andcontributors through unique identifiersTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 17. ORCID Participants ORCID has 328 participant organizations from across the world, 50 of which have provided sponsorship funding.TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 18. Some knowledge discovery use cases Given a work, tell me who is responsible for it and describe the nature of that responsibility. Credit: Geoff Bilder http://irisc-workshop.org/wp-content/uploads/2011/09/irisc2011-geoff-bilder.pptTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 19. Some knowledge discovery use casesGiven a work, tell me who is responsible for it anddescribe the nature of that responsibility. Credit: Geoff Bilder http://irisc-workshop.org/wp-content/uploads/2011/09/irisc2011-geoff-bilder.pptTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 20. Some knowledge discovery use casesGiven a contributor, tell be what works he/she hascontributed to and describe the nature of the contributions. Credit: Geoff Bilder http://irisc-workshop.org/wp-content/uploads/2011/09/irisc2011-geoff-bilder.pptTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 21. Some knowledge discovery use casesGiven a contributor, tell me which other contributors are“related” to the first one and tell me the nature of thatrelationship. Credit: Geoff Bilder http://irisc-workshop.org/wp-content/uploads/2011/09/irisc2011-geoff-bilder.pptTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 22. WHO CARES!? ‣ Publishers who publish researchers’ work - Accurate author info, dealing with coauthors, generally managing the peer-review & publishing process ‣ Institutions that employ researchers - Evaluating performance of research staff, tenure decisions ‣ Funders who give researchers money - Which PI scientists are getting funded, who are their co-applications, track which research outputs were produced by a given grant ‣ Researchers themselves! - Automated CVs, receive credit, save time when submitting manuscripts to journalsTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 23. TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 24. TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 25. Self-asserted Organisationally-validated Socially-validated Identity Identity Identity Self-Asserted Identity Organisationally-Validated Identity Socially-Validated Identity Credit: Kaliya Hamlin http://www.identitywoman.net/the-identity-spectrum Geoff Bilder http://about.orcid.org/sites/default/files/bilderorcidoutreachmay2012.pptTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 26. Examples of publication claims by different partiesTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 27. Automated-Tools Self-Asserted Organisationally-Validated Socially-Validated Identity Identity Identity Disambiguated IdentityDisambiguation without de-duplication - Modeling authority and trust in the ORCID system http://about.orcid.org/sites/default/files/disambiguation-deduplication_wp_v4.pdf Credit: Geoff Bilder http://about.orcid.org/sites/default/files/bilderorcidoutreachmay2012.ppt TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 28. ORCID development timeline Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 Build Phase Launch Build Phase 1.1 Phase 2 Development 1.0 Phase 1.1 Self-Asserted Identity Organisationally-Validated Socially-Validated Identity Identity Credit: Geoff Bilder http://about.orcid.org/sites/default/files/bilderorcidoutreachmay2012.pptTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 29. What makes ORCID different? • Some key facts: • ORCID is the only researcher identifier that is not limited to discipline, institution or geographic area • ORCID is backed by a non-profit organization with >300 participants • ORCID is backed by many different stakeholders • Publishers are an important ORCID stakeholder but are just one part • ORCID is serious about building an open systemTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 30. Tackling problems & Creating new opportunitiesTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 31. ORCID uptake by “usual suspect” stakeholders in scholarly communication ‣ Publishers, funding agencies, universities, libraries ‣ Big payoffs from solving big identification problems - BUT, big, sprawling organizations take long time to move ‣ HOWEVER, adoption could well happen relatively rapidly - .. via integration with manuscript tracking systems - .. via deposit of profile data from large organizations ‣ Several publishers & their software vendors are already working on ORCID integrationTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 32. Publisher integration - NPG example Link your account now User authenticates and approves NPG accessing their data ORCID returns User to the NPG registration NPG registration form is pre-populated with data ORCID sends back Credit:Veronique Kiermer http://about.orcid.org/sites/default/files/kiermerorcidoutreachmay2012.pptxTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 33. Creating opportunities in the Long Tail ‣ Lots of small, diverse online scholarly services - more nimble than bigger players so faster to onboard ‣ Rich flora of grassroots initiatives that can benefit from integration with ORCID - Example: #altmetrics movement Total Impact - http://total-impact.org ScienceCard - http://sciencecard.org - Example: genetic variation databases small-to-medium size data submissions & expert curation ** Part of the GEN2PHEN mission **TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 34. How? Play the social networking card ‣ Now in modern social networking arena: - Rich flora of 3rd party applications built around social IDs that users already have on Twitter, Facebook and other sites ‣ Coming soon: - Lots of online scholarly communication tools built around ORCID IDs that scholars already have - Ease of use - build on users’ familiarity with mainstream apps - Rich ecosystem of ‘ORCID apps’ - Lower the barrier to participation - tackle the “multiple profiles syndrome”TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 35. Technologically, this is not rocket scienceTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 36. Technologically, this is not rocket scienceTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 37. The Phase 1 ORCID service will support this stuff!!! ‣ Simple RESTful API - focus on making integration *easy* ‣ Standard OAuth 2 authn/authz so users can: - link their local accounts with their ORCID ID - authorize client apps to access non-public profile data - authorize client apps to add/update profile data on their behalf ‣ USER DRIVEN - up to individual author/contributors whether to link accountsTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 38. IRISC2011 workshop @CSC, Helsinki ‣ Workshop themes - unambiguously identifying authors/creators & attributing their scholarly works - individual identification and access mgmt in the context of identity federations ‣ Workshop aims - Raising overall awareness of key technical and non-technical challenges, opportunities and developments. - Facilitating a dialogue, cross-pollination of ideas, collaboration and coordination between diverse – and largely unconnected – communities. - Identifying & discussing existing/emerging technologies, best practices and requirements for researcher identification. ‣ >60 participants, ~2/3 from IDF communityTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 39. IRISC2011 workshop @CSC, Helsinki ‣ Workshop themes - unambiguously identifying authors/creators & attributing their scholarly works - individual identification and access mgmt in the context of identity federations ‣ Workshop aims - Raising overall awareness of key technical and non-technical challenges, opportunities and developments. - Facilitating a dialogue, cross-pollination of ideas, collaboration and coordination between diverse – and largely unconnected – communities. - Identifying & discussing existing/emerging technologies, best practices and requirements for researcher identification. ‣ >60 participants, ~2/3 from IDF communityTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 40. IRISC2011 workshop @CSC, Helsinki‣ Workshop report published online http://irisc-workshop.org/irisc2011-helsinki/workshop-report/ TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 41. IRISC2011 workshop @CSC, Helsinki‣ Workshop report published online http://irisc-workshop.org/irisc2011-helsinki/workshop-report/ TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 42. IRISC2011 workshop @CSC, Helsinki‣ Recommendations / suggested actions from report [...] Opportunities for collaboration and interoperability Service providers should investigate possibilities for authenticating ‘homeless’ users (i.e. freelance researchers with no affiliation, or affiliated researchers at institutions which arent part of an IDF) via ORCID or other trusted source of author identifiers that may join IDFs in the future. The IDF community and ORCID should work to harmonize core profile fields/ attributes which are likely to hold institution-validated information. Establish a pilot on federated access management to a biomedical data provider together with EGA, eduGAIN and related national IDFs. Investigate how an ORCID or other author identifier and its provenance can be modelled as an attribute in IDF and interfederation services, as part of a set of attributes automatically released by the identity provider. [...]TNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 43. Match made in heaven, no? - Opportunities for collaboration - ‣ Pilot ORCID <-> IDF integration in high-value use cases ‣ Starting points - some suggestions - A) Authenticate via federated identity to central ORCID system - Users authenticates the first time, registers & his new profile is populated on the fly with orgz-validated information released by IdP - B) Starting from institution, link ORCID account with inst. user account and pull in ORCID identifier + publication data - Would need IDF attribute to carry universal, validated author identifierTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 44. Where do we go from here? ‣ Get involved - join the discussion - http://about.orcid.org - Main website, general info - http://dev.orcid.org - Developer web portal - NEW!! - Test “sandbox” system (bring your own sand!) http://devsandbox.orcid.org http://api.devsandbox.orcid.org - Contact me, as (provisionally) co-chair of ORCID’s Technical Outreach Working Group, together with Elsevier’s Mike TaylorTNC2012 TERENA Networking Conference, Reykjavik, May 21-24 2012
  • 45. AcknowledgementsGEN2PHEN Consortium - http://www.gen2phen.org/about-gen2phen/partnersProf Anthony J. Brookes Bioinformatics Group, Leicester This work has received funding from the European Communitys Seventh Framework Programme (FP7/2007-2013) under grant agreement number 200754 - the GEN2PHEN project. Contact me! <gthorisson@gmail.com> http://www.linkedin.com/in/mummi http://www.twitter.com/gthorisson http://www.gthorisson.name Published under the CC BY license: http://creativecommons.org/licenses/by/3.0/

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