Presentació utilitzada per Consol García en el taller "ORCID: connectant recerca i investigadors”, que va tenir lloc l'11 de juliol de 2013, a la Biblioteca del Campus de Terrassa
1. Consol Garcia
Outreach Steering Group, ORCID
https://orcid.org/0000-0001-8085-0088
@ORCID_Org
Connecting Research and Researchers
2. Per què he d’entrar manualment les meves activitats
cada vegada que … envio un paper, demano un
projecte, renovo el membership in my society?
Que passa amb les dades quan canvio de lloc de
feina?
Aquests dos noms es refereix a la mateixa persona?
Com podem saber quina producció tenen els nostres
autors?
Com podem mantenir el repositori actualitzat?
Com podem referenciar les fortaleses de la recerca I
el seu impacte?
Com podem fer el seguiment dels investigadors que
han passat per la nostra institució?
3. ORCID is és una organització internacional,
interdisciplinària, oberta, sense ànim de lucre,
community-driven.
Si no hi ha una manera clara d’identificar a
aquells que participen en la recerca sigui quina
sigui la disciplina, l’organització o el país, a la
comunitat investigadora li manca la capacitat per
identificar amb precisió i facilitat els
investigadors i vincular-los amb la seva
producció científica.
ORCID
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4. ORCID Mission: Connecting
Research with Researchers
La missió principal es oferir un registre obert, persistent i
únic d’identificador per investigadors i automatitzar
mecanismes de enllaços a treballs de recerca i objectes
com publicacions, datasets, altres identificadors,
projectes, beques, patents,...
4
5. 5
Un únic identificador persistent pot ser usat per durant
tota la trajectòria de l’investigador
L’identificador és embedded el les metadates dels
sistemes d’informació, independentment de la
plataforma
Es interoperability entre disciplines, organitzacions i
països:
• Redueix el reportar per part de l’investigador
• Automatitza/actualitza el repositori
• Ajuda en l’anàlisi de l’avaluació institucional
L’API es pot usar en qualsevol entorn
Beneficis a la comunitat
6. Pels investigadors el fet de tenir un identificador i
poder tenir el mecanisme de link:
menys temps buscant informació
menys temps entrant informació en formularis
Per la institució:
Menys temps i més precisió en identificar els seus
investigadors de cara als processos d’avaluació
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Beneficis a la comunitat
7. For benefits to be realized…
Els investigadors han de veure els beneficis
Han de crear i reclamar ORCID Account
Els sistemes de gestió de la informació científica
(CRIS) han d’adoptar l’ORCID com a standard,
incrustar-lo
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9. ORCID és internacional
9
17 de maig de 2013
País Visites % of Total
United States 80722 17.3%
United Kingdom 32232 6.9%
China 31815 6.8%
Spain 25778 5.5%
Italy 22618 4.8%
Brazil 21647 4.6%
India 20208 4.3%
Germany 19232 4.1%
Australia 16542 3.5%
Japan 16005 3.4%
11. L’ORCID ID
• 16 dígits
• Expressada com a
URI
• Compatible amb la
norma ISO 277729
https://orcid.org/0000-0001-8085-0088
12. ORCID iDs incrustats a
diferents workflows
University CRIS systems (Boston Univ, Avedas….)
Processos de submissió (Nature, Hindawi, APS,
Copernicus…)
Projectes (NIH, Wellcome Trust…)
Repositoris(CrossRef, EBI-EMBL…)
Altres identificadors(ResearcherID, Scopus…)
12
13. Procedència dels usuaris
La meitat directament a la pàgina d’ORCID(48%)
Un terç dels editors(28%)
Altres d’identificadors(10%)
Google (5%)
Social media (1%) and use of the public API (8%)
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14. The ORCID Registry
Other IDs
• ResearcherID
• Scopus
• RePec
• SSRN
• ArXiv
Research Information Systems (CRIS)
• Research Institutions
• Funders
• Governments
ORCID Account
• Account Settings
• Manage
Permissions
ORCID Record
• Biography
• Research
Activities
Workflows
• Manuscript submission
• Grant applications
• Dataset deposition
• Patent applications
15. ORCID Persones
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.
16. ORCID APIs
Public/Tier 1 API
• No es necessita registre
• Només es pot accedir a la informació marcada
com pública
• Només es pot READ
Member/Tier 2 API
• Cal registrar-se
• Amb permissos es pot accedir a la informació
marcada com limitada
• Es pot READ, EDIT, APPEND. Les institucions
poden CREATE
17. ORCID Privacy
Information in an ORCID Record has a privacy
setting, which can be set by the account owner or
proxy.
Account information (settings, permissions) is
accessible by the
Accessible by anyone
Accessible by Account Owner, Proxy(ies), Trusted Organization(s)
Accessible by Account Owner, Proxy(ies)
18. Accessing ORCID Records
Scholar/Researcher
From the Website
CREAT
E
EDIT READADD TO
Proxy(ies)
From the Website
Trusted Organizations
From the API
EDIT READADD TO
CREAT
E
EDIT
READ
ADD TO
CREATE permission:
granted by ORCID only if employer
EDIT permission:
one time ONLY for short
term;
granted at time of edit
APPEND permission:
one time ONLY for short
term; granted at time of
addition
READ permission:
granted until revoked by
user
Permissions at launch– to be extended over time
19. Case Study 1:
CREAT
E
ORCID
Record
ADD TO
Institution creates
an ID for employee
Scholar claims the ID,
sets privacy levels,
establishes trust
relationships
EDIT
APPEND
READ
READADD TO
ORCID
Record
Trusted
organizations add
activities and
receive updated
Scholar information
An iD is created by an institution, and
then claimed and managed by the user
API POST ORCID Web Interface API POST / GET
1 2 3
ORCID
Record
20. Case Study 2:
Member site asks
for permissions
from a Scholar
Scholar reviews the
request and establishes
trust relationships
EDIT
APPEND
READ
READADD TO
ORCID
Record
Member site
becomes trusted;
may add activities
and receive record
updates
A user establishes a trust
relationship while at a member site
ORCID Widget
OAuth 2.0
ORCID Widget
OAuth 2.0
EDIT
APPEND
READ?
API POST / GET
1 2 3
21. Crear ORCIDs pel
PDI de la institució
Get permission
from Researchers
via your own
processes and
policies
Gather information and
create the ORCID
ID/Record via the API
ORCID notifies
reseachers who
can claim and
manage their
ID/Record
1 2 3
22. Enllaçar al CRIS i important informació
Incrustar als processos de submissió
Usar les dades per generar estadístiques
Enllaços a d’altres identificadors
Crear ORCID pels membres de la institució
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Exemple Workflows
25. …last year’s launch of the Open Researcher and Contributor ID
(ORCID) facility is to be welcomed. The core function of ORCID — a
community collaboration — is to assign every researcher a number
and a web page, thereby providing a unique identifier and so
disambiguation. The web page enables the researcher to record their
contributions: papers they have published and — a facility to come
— their research grants and patents. Nature journals authors can link
their ORCID to their account in our manuscript submission and
tracking system, and we will soon be publishing authors’ ORCIDs in 25
Procés de
submissió
26. Enllaç del registre d’autor a ORCID
1. L’usuari clica per actualitzar
el seu compte
27. 2. L’usuari entra o es
registra
3. L’usuari autoritza a Hindawi
MTS a accedir a les dades
d’ORCID
28. 4. L’usuari es redirigit a la
seva compte Hindawi que
ara ja inclou l’ORCID
Coming….
• Quan un autor publica un article a Hindawi, aquest s’afageix a la seva llista
de publicacions d’ORCID.
• Quan s’envia un paper per la seva revisió, l’autor pot buscar els seus
coautors
• Enllaç a la pàgina ORCID de l’autor.
30. 30
Diehl LA, Souza RM, Alves JB, Gordan PA, Esteves RZ,
Jorge ML, Coelho IC. InsuOnline, a Serious Game to
Teach Insulin Therapy to Primary Care Physicians: Design
of the Game and a
Randomized Controlled Trial for Educational Validation.
JMIR Res Protoc. 2013 Jan 21;2(1):e5.
doi: 10.2196/resprot.2431. PubMed PMID: 23612462,
AUID- ORCID: 0000-0002-9958-7213
ORCIDs publicats a PubMed
ORCID iDs are being received by CrossRef and PubMed
34. Q1
Launch Ambassador Program
Publish Open Source Plan
Call for Developers: May Codefest
Workflow for Localization
New Features: Multi Email
Standard Integration: Publishers
Premium Benefits: Reports, Webhooks
Q2
Train Ambassadors
Build out methods for Open Source Cmty
Host May Outreach Mtg and Codefest
Launch Localized UI #1
New Features: Affiliations, Grants,
Proxies
Std Integration: External IDs,
Repositories
Std Framework: Search and ImportQ3
Start work on claim store reqts
Call for Developers: October Codefest
Launch Localized UI #2
New Features: Patents, Cross-link
works
Standard Integration: Universities
Q4
Complete work on claim store reqts
Host October Outreach Mtg and Codefest
Launch Localized UI #3
New Features: Pictures, Author linking,
Invite
Std Integration: Funders
2013 Roadmap
36. 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
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Editor's Notes
As members of the research community, we have a whole lot of questions—point to systems-level-- about researchers, research management, and research evaluation, which, at the core, all are rooted in the ability to know who is doing what.
The goal of ORCID is to provide a registry of unique and persistent identifiers that transcends organization, discipline, and nation. ORCID is a truly international endeavor. The registry is open: individuals may register, link, import and share information for no fee. But the registry isn’t enough. For ORCID iDs to be adopted they must be used. So the second part of our mission is collaborating with orgaizations throughout the research community to embed the iDs in research information systems and workflows.ORCID was incorporated as a non-profit organization in September 2010.
Name ambiguity is a fundamental issue we need to address and solve. is a non-profit organization that provides an open registry of unique identifiers for researchers. ORCID works with the community to ensure that this identifier is embedded in research workflows and becomes part of the metadata associated with research works and activities. The combination of these two ORCID mission activities—common open identifier and linking—can solve the name ambiguity problem in research and scholarly communications, critical for improving discoverability and interoperability between systems.
A key piece of the success of ORCID is your help in achieving this goal.
Current ORCID iDs (April 22) See the iD Trend Chart: http://support.orcid.org/knowledgebase/articles/150557-number-of-orcid-ids# ORCID iDs (includes deactivated iDs): 121,661# live ORCID iDs: 121,403# deactivatediDs: 258# iDsthat have a verifiedemailaddresses: 75,236# iDsthat have at leastonework: 37,270Of those with DOIs, # of works with unique DOIs: 645,189
What does the ORCID identifier look like?First, remember this icon—it will be used to signify the identifier in the ORCID Registry and in sites that link to the Registry.[go through slide]International Standard Name Identifier (ISNI): ISNI has reserved a block of numbers for use by ORCID, to avoid assignment overlaps.
Identificador, record I account.The ORCID identifier is linked in the Registry to Account data and Record data. Information entered into the Record enables the identifier to be linked to external identifiers, research information (or CRIS) systems, and research workflowsAnd Account settings and permissions set by the account holder manage with whom and what data are shared externally.
Only full name and email address is required to register for an ORCID identifier. All other fields are optional. Obviously, the more other data associated with the Identifier, the more it is possible to uniquely identify an individual, in particular when more than one record may have been created for the same individual. This why we encourage users to complement their identifier by entering data into their ORCID Record. Record holders may designate another individual to serve as a proxy to manage their record, or their institution to serve as a delegated manager of their record.Record holders may manage what data are seen by whom, by adjusting privacy settings, and by selecting trusted organizations with whom to share limited access data and/or update the record with information on research activities linked through workflows. Organizations may register and create records for their employee, but unless they specify authority to present data publicly, the record will remain private until claimed by the researcher. And, at all times, the researcher has the ability to change privacy, proxy, and trusted party settings.Field;Group;Activity
As with any database, there are ways to create or edit records, add to a record or read the information stored in a record
Individuals may create their own ORCID Account. Institutions may also do this for their employees. This not only increases adoption, it also provides a route for institutions to serve as trusted parties AND better track the activities of their staff.
Linking to an external ID can help an ORCID user quickly set up a record by importing their research works metadata and may be used by the ID provider to correct internal databases.
Spanish: to support outreach and onboarding in Spain and Central and South AmericaFrench: required for embedding iDs in CanadaChinese: huge number of researchers both in China and abroad in research positions.