Orcid charleston presentation 110410

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Orcid charleston presentation 110410

  1. 1. ORCID, a Technological Stanley David Kochalko, Thomson Reuters, ORCID Director The Charleston Conference Thursday, 4 November 2010 1
  2. 2. 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
  3. 3. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 3
  4. 4. Many identifiers, fulfill unique roles SS# 1234567890 4 jwilson@ mycompany.com John Richard Wilson
  5. 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. 6. What’s the problem? • Estimated 7 million researchers • Estimated 6.5 million graduate students • Times 10 (or more)…yikes! 6
  7. 7. What’s the problem? Virtually all countries have their unique “common name” problems Johannson Rodriguez Müller 7
  8. 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. 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. 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. 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. 12. Who will benefit from ORCID? Researchers Librarians Institutions Funding agencies Societies Publishers 12
  13. 13. How will Librarians benefit from ORCID? • Creating profiles and communities • Reporting on the impact of research • Refining collection development 13
  14. 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. 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. 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. 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. 18. Use cases for ORCID 1)Harvest … 2)Auto-populate … 3)Credential … 4)Complement … 5)Conduct bibliometric research 18
  19. 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. 20. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 20
  21. 21. 144 Participant Organizations 21
  22. 22. 22 Participant Organization Types Organization Type Number Academic 47 Assoc/Society 15 Corporate 19 Government 11 Non-profit 17 Other 7 Publisher 28 Total 144 Academic 29% Assoc/Society 13% Corporate 14%Government 9% Non-profit 10% Other 5% Publisher 20%
  23. 23. 23 Geographic Location of Participants AUSTRALIA 6 AUSTRIA 1 BELGIUM 1 BRAZIL 1 CANADA 2 CHINA 2 COLOMBIA 1 EGYPT 1 FRANCE 1 GERMANY 8 GREECE 1 INDIA 3 ISRAEL 1 ITALY 3 JAPAN 3 NETHERLANDS 1 SERBIA 1 SINGAPORE 1 SOUTH KOREA 1 SPAIN 2 SWEDEN 1 SWITZERLAND 1 TURKEY 1 UK 30 USA 70 Grand Total 144 25 Countries
  24. 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. 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. 26. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 26
  27. 27. Timeline (August 2010) Feb March April May June July Aug Sept Oct Nov Dec Q2-4 Alpha Prototyping Profile Exchange Research & Development ORCID Members Demonstration and Alpha Testing Organization Creation Build Sandbox Beta Development Public Beta Rollout 27
  28. 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. 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. 30. 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 Alpha Features
  31. 31. ORCID has extended a clone of the Researcher ID system developed by Thomson Reuters • Joint affiliation sub organization • Joint affiliation start date • Joint affiliation role • Past affiliation information (name, city, country, start date, end date, role) • Personalization settings • Opt in/out • Description • User defined URLs • Privacy settings • Institution name • Sub organization • Sub organization Address • Sub organization role • Joint affiliation name • ORCID Number • Name (first, last, middle) • Other names • Email address • Persistent URL • Role • Subjects • Keywords Inside the Alpha 31
  32. 32. Search ORCID Register Simple Registration 32
  33. 33. Import and connect existing profile Import Profile 33
  34. 34. Basic Profile 34
  35. 35. Claim Publications 35
  36. 36. Claim Publications 36
  37. 37. CrossRef API Connection 37
  38. 38. Search ORCID Search Name 38 Ratner Search
  39. 39. Search ORCID 39 Search Name
  40. 40. Search Keyword Search ORCID DOI keyword 40
  41. 41. Talking to ORCID Alpha API Connect to Manuscript Tracking Systems 41
  42. 42. Results from ORCID Alpha 42
  43. 43. ORCID captured 43
  44. 44. Batch Upload and Download Services Institution/Organization Researcher Management Systems Services integration with ORCID System Batch upload to ORCID System from Institution/Organization Emails to Researchers to verify ORCID ID claims and IDs added to ORCID Batch download of enriched profiles and ORCID IDs by Institution/Organization ORCID profiles available on ORCID website • Universities and Organizations can upload batches of profiles to facilitate generation of ORCID IDs • In Alpha, individual researchers must respond to system generated emails to claim their IDs and make their profiles live • Solution is web services based and depends on development of an administrative interface or integration with external administrative system • Provenance of uploaded data stored in database • Profiles can be batch downloaded by organizations 44
  45. 45. ORCID F67572010 Profile Exchange R&D Possible Matching Algorithms • VIAF matching technology from OCLC • Author Resolver from ProQuest • Matching capability from OKKAM 45
  46. 46. Open Questions User Submitted Profiles Society Submitted Profiles Publisher Submitted Profiles Publication and Other Metadata • For any individual’s profile / data • What data is available for matching? • What data may individual claim? • What data is available for flagging provenance • Where is any data that is claimed stored (ie. ORCID repository, linked)? • What can an individual choose to display on their public ORCID profile? • What can ORCID member organizations access / retrieve? 46
  47. 47. Classifications of Data Default Displayed Controlled Display/Hide Default Hidden Researcher Required to Register Default Displayed Controlled Display/Hide Default Hidden 3rd Party Loads Data What is the overlap between user uploaded and 3rd party uploaded data ? How best to detect and avoid collisions? 47
  48. 48. Today’s Agenda • Why ORCID is Relevant • Who is ORCID • Development Progress • How to Engage with ORCID • Questions and Discussion 48
  49. 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. 50. Express your interest at www.orcid.org
  51. 51. Acknowledgements Geoff Bilder, CrossRef Amy Brand, Harvard University Howard Ratner, Nature Publishing Group MacKenzie Smith, MIT Libraries 51
  52. 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

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