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ORCID IDS AND FUNDER
WORKFLOWS
Josh Brown
Director of Partnerships
j.brown@orcid.org
orcid.org/0000-0002-8689-4935
ORCID F...
WHAT IS ORCID?
• An identifier for researchers
• A registry
• A set of standard procedures for connecting
researchers to t...
ORCID’s vision is a world where
all who participate in research, scholarship,
and innovation are uniquely identified
and c...
THE ORCID COMMUNITY
• Over 3.1 million researchers
• 620+ members from 40 countries, including
national consortia in Austr...
INTEGRATIONS BY SECTOR
ORCID’s vision is a world where all
who participate in research,
scholarship, and innovation are
uniquely identified and c...
ORCID AUTO-UPDATE
Author
• Link own
ORCID to
author profile
• Add ORCID
to co-authors
too
Publisher
Embed authors’
ORCID i...
• Automatic update of ORCID and any
connected system (such as a funder
reporting site) means less time doing
reporting tas...
WHY DO FUNDERS CARE?
• Streamline application process by pulling
information from ORCID
• Ensure accurate citation of awar...
GRANT REVIEW WORKFLOW
Researcher
• Link their ORCID
to own account
• Add ORCID to
investigators too
Funder
Embed reviewer’...
The ability to uniquely identify
contributors is a deceptively simple
concept which, if realised, could
enable forms of re...
PARTICIPATING FUNDERS
National funding agencies are using ORCID in their grants
management systems including the National ...
WHAT DOES IT COST?
• Individual non-profit organizations
• Basic: $4000 (read-write-update)
• Small Premium: $8000 (notifi...
GETTING STARTED
• Talk to your colleagues about their experiences.
• Ask your grant management system vendor if they suppo...
Integration Process
Technically, integrating ORCID involves
adding <person ID> and <source> fields to
data models, mapping...
http://members.orcid.org
With hundreds of our members globally building ORCID
identifiers into their systems, as well as some funders
and publisher...
FUNDERS DRIVE GOOD
PRACTICE
• LEAD BY EXAMPLE
• SHARE DATA FOR RE-USE
• RE-USE DATA WHEREVER POSSIBLE
• TELL THE COMMUNITY...
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ORCID for funders webinar - Josh Brown 8 March 2017

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Funders play a critical role, along with universities and publishers, in building and supporting the infrastructure to support open research. Major funders, such as the European Commission, agree that persistent identifiers for people and works are necessary components of this infrastructure. ORCID provides researchers the tools to link their ORCID iD to their funding awards and a growing number of funders are integrating ORCID identifiers into grants application and post-award reporting workflows or are planning to do so. Using ORCID functionality helps to streamline reporting processes during grant application, and, after award, to enable outcomes reporting. This webinar is designed to connect funders who are integrating ORCID identifiers or are looking to do so.

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ORCID for funders webinar - Josh Brown 8 March 2017

  1. 1. ORCID IDS AND FUNDER WORKFLOWS Josh Brown Director of Partnerships j.brown@orcid.org orcid.org/0000-0002-8689-4935 ORCID FOR FUNDERS WEBINAR | 8 MARCH 2017 1
  2. 2. WHAT IS ORCID? • An identifier for researchers • A registry • A set of standard procedures for connecting researchers to their affiliations and activities • A committed community building connectors • An international-scale open research effort
  3. 3. ORCID’s vision is a world where all who participate in research, scholarship, and innovation are uniquely identified and connected to their contributions and affiliations across time, disciplines, and borders.
  4. 4. THE ORCID COMMUNITY • Over 3.1 million researchers • 620+ members from 40 countries, including national consortia in Australia, Belgium, Denmark, Finland, Germany, Italy, New Zealand, the Netherlands, Sweden, Taiwan, the UK, and 3 regional consortia in the US • Over 250 integrations in each sector of the research community
  5. 5. INTEGRATIONS BY SECTOR
  6. 6. ORCID’s vision is a world where all who participate in research, scholarship, and innovation are uniquely identified and connected to their contributions across disciplines, borders, and time. Publishers equiring ORCID iDs: Science EMBO PLOS Royal Society ACS eLIFE Hindawi IEEE AGU Rockefeller Univ.Press Over 3000 journals are collecting ORCID iDs from authors, including requirements by American Chemical Society, American Geophysical Union, eLIFE, EMBO, IEEE, PLOS, Royal Society, Royal Society of Chemistry, Science, and Wiley. “Over 10,000 authors have used our manuscript submission system since we launched the requirement in January. We have received only one complaint.” -- Brooks Hanson, AGU
  7. 7. ORCID AUTO-UPDATE Author • Link own ORCID to author profile • Add ORCID to co-authors too Publisher Embed authors’ ORCID in the metadata when the manuscript is accepted Crossref Check authors’ ORCID in the metadata when assigning DOIs to new publications ORCID Receive new publication info from Crossref and add to authors’ ORCID records Notified via email
  8. 8. • Automatic update of ORCID and any connected system (such as a funder reporting site) means less time doing reporting tasks and more time for research • Accurate attribution means improved discoverability in publication databases and more reliable citation statistics
  9. 9. WHY DO FUNDERS CARE? • Streamline application process by pulling information from ORCID • Ensure accurate citation of award (both grant numbers and organization name) by pushing award information into ORCID record • Enable real-time reporting by using ORCID notification API • Recognize your reviewers, too!
  10. 10. GRANT REVIEW WORKFLOW Researcher • Link their ORCID to own account • Add ORCID to investigators too Funder Embed reviewer’s ORCID in the review and push review acknowledgement ORCID Receive new review info from funder and add to researchers’ ORCID records Notified via email
  11. 11. The ability to uniquely identify contributors is a deceptively simple concept which, if realised, could enable forms of real-time understanding of scientific research that up to now have been extremely costly (if not impossible). --Jonathan Kram, Wellcome Trust
  12. 12. PARTICIPATING FUNDERS National funding agencies are using ORCID in their grants management systems including the National Research Foundation (ZA), Science Foundation Ireland, National Institutes of Health (US), National Science Foundation (US), Research Councils UK, and the Australian Research Council.
  13. 13. WHAT DOES IT COST? • Individual non-profit organizations • Basic: $4000 (read-write-update) • Small Premium: $8000 (notifications and more API credentials) • Consortia (groups of 5 or more): Pricing depends on size of consortia. For a group of 40+, the total cost would be $135,000. Split evenly, this is less than $4000 per organization for premium membership.
  14. 14. GETTING STARTED • Talk to your colleagues about their experiences. • Ask your grant management system vendor if they support ORCID. • Set up a webinar with our support team. • Determine when/where to collect ORCID iDs – during application for PIs, at award for all supported, at completion of review for reviewers. Consider pulling information from ORCID to populate components of the form. • Make sure to request permissions to write award information into awardee records. • Store iD in your system, publish with award, and update awardee records. • Use the notification API to receive push updates when your awardees publish papers or datasets.
  15. 15. Integration Process Technically, integrating ORCID involves adding <person ID> and <source> fields to data models, mapping to the ORCID API, and implementing OAuth and RESTful calls. Socially, it is critical that researchers are engaged in the process.
  16. 16. http://members.orcid.org
  17. 17. With hundreds of our members globally building ORCID identifiers into their systems, as well as some funders and publishers now requiring ORCID iDs, researchers are increasingly likely to encounter ORCID in their day- to-day life. We developed the Collect and Connect program to streamline the integration process and foster a shared user experience. This ensures researchers and our members understand what ORCID is and why and how to engage. COLLECT AND CONNECT! http://orcid.org/content/collect-connect
  18. 18. FUNDERS DRIVE GOOD PRACTICE • LEAD BY EXAMPLE • SHARE DATA FOR RE-USE • RE-USE DATA WHEREVER POSSIBLE • TELL THE COMMUNITY WHAT YOU NEED - AND LISTEN TO THEIR NEEDS

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