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orcid.orgContact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
ORCID at scale:
App...
18 July 2016 orcid.org 2
Our vision
ORCID’s vision is a world where
all who participate in research, scholarship, and
inno...
orcid.org 3
Persistent digital identifiers to distinguish researchers
from each other
Member-built integrations for automat...
Integrations by region
18 July 2016 orcid.org 4
15%
52%1%
2%
30%
Asia Pacific
Europe
Latin America
Mid East & Africa
US/Can...
Integrations by sector
18 July 2016 orcid.org 5
7%
5%
16%
10%62%
Associations
Funders
Publishers
Repositories/Profile orga...
18 July 2016 orcid.org 6Both commons.wikimedia.org
Collect & Connect goals
•  Clarify how plumbing works
•  Standardize experience
•  Standard connection installation guidel...
E N T E R O N C E
R E U S E O F T E N
INTEROPERABILITY
P U B L I S H E R
A S S E RT A U T H O R S H I P
E M P LOY E R
A S ...
Collect & Connect
18 July 2016 orcid.org 9
Collect
Display Connect
Synch
Authenticate!
Collect
COLLECT validated ORCID iDs for individuals
•  Explain what ORCID is
•  Explain why you’re collecting iDs
•  Consi...
Display
18 July 2016 orcid.org 11
DISPLAY iDs on your website, platform, systems
•  iDs shown as a link
•  iDs in metadata...
Connect
18 July 2016 orcid.org 12
CONNECT your data to ORCID Records
•  Request permission to write to Records
•  Store lo...
Synchronize
18 July 2016 orcid.org 13
SYNCHRONIZE with your systems
•  Update information when it changes
•  Auto-add new ...
18 July 2016 orcid.org 14
DISPLAY
•  In metadata
•  On sites
•  In publications
CONNECT
•  Affiliations (employers)
•  Work...
orcid.org 15
People, places, and things
18 July 2016
orcid.org
Integration Process
Technically, integrating ORCID involves
adding <person ID> and <source> fields to data
model...
Community resources
18 July 2016 orcid.org 17
•  Best practices and use cases
•  Updated info on members.orcid.org
•  Reso...
Best practices and use cases
•  Sample text for describing ORCID and your
engagement
•  Graphics, videos, use cases
•  Col...
Updates to members.orcid.org
18 July 2016 orcid.org 19
Researcher resources
•  Researcher workflow infographics
•  Sofia Maria video
•  Relevant blog posts
•  Researcher use cases...
Engagement campaign
•  Series of blog posts
•  Social media campaign
•  Speaking engagements
•  Ambassador outreach
18 Jul...
Africa: Connecting the Dots
Local
data
Surfacing dissertations
Infrastructure
Funder workflows
Publisher workflows
Researc...
Members: South Africa
Why consider Membership?
24
•  Importantly, by using ORCID in your system(s),
you can play your part in building a trusted...
18 July 2016 orcid.org 25
•  Find out more at http://orcid.org
•  Register at http://orcid.org/register
•  Twitter @ORCID_Org / @mjbuys
26orcid.org
...
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Collect and Connect: Integrating ORCID into research workflows (M. Buys)

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Presentation at the 2016 ORCID South Africa Workshop (19 July 2016)

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Collect and Connect: Integrating ORCID into research workflows (M. Buys)

  1. 1. orcid.orgContact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA ORCID at scale: Approaches to adoption and implementation ORCID South Africa Workshop 19 July 2016 Matthew Buys Regional Director, ORCID m.buys@orcid.org Twitter @mjbuys http://orcid.org/0000-0001-7234-3684
  2. 2. 18 July 2016 orcid.org 2 Our vision 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.
  3. 3. orcid.org 3 Persistent digital identifiers to distinguish researchers from each other Member-built integrations for automated links between researchers and their activities/affiliations A hub for machine-readable connections between identifiers for organizations, funding, outputs, and people ORCID provides ✔ Plumbing for research information ✔ Tools to build trust in digital information
  4. 4. Integrations by region 18 July 2016 orcid.org 4 15% 52%1% 2% 30% Asia Pacific Europe Latin America Mid East & Africa US/Canada
  5. 5. Integrations by sector 18 July 2016 orcid.org 5 7% 5% 16% 10%62% Associations Funders Publishers Repositories/Profile organizations Research institutions
  6. 6. 18 July 2016 orcid.org 6Both commons.wikimedia.org
  7. 7. Collect & Connect goals •  Clarify how plumbing works •  Standardize experience •  Standard connection installation guidelines •  Increase predictability and trust in the “utility” •  Community approach to reliable connections 18 July 2016 orcid.org 7
  8. 8. E N T E R O N C E R E U S E O F T E N INTEROPERABILITY P U B L I S H E R A S S E RT A U T H O R S H I P E M P LOY E R A S S E RT A F F I L I AT I O N F U N D E R A S S E RT AWA R D C O N N E C TC O N N E C T C O L L E C TC O L L E C T C O L L E C T R E S E A R C H E R C O N N E C T 0 1 2 3 - 4 5 6 7 - 7 6 5 4 - 3 2 1 0 NIHVideo Wiley instructions Publisher requirement page Oxford LibGuide Stellenbosch LibGuide
  9. 9. Collect & Connect 18 July 2016 orcid.org 9 Collect Display Connect Synch Authenticate!
  10. 10. Collect COLLECT validated ORCID iDs for individuals •  Explain what ORCID is •  Explain why you’re collecting iDs •  Consistent user experience •  Authenticated connections 18 July 2016 orcid.org 10 Ensure individuals are correctly connected with your institution Converis, Pure, Symplectic Elements, VIVO use the OAuth process
  11. 11. Display 18 July 2016 orcid.org 11 DISPLAY iDs on your website, platform, systems •  iDs shown as a link •  iDs in metadata •  Use the ORCID Member logo •  Explain why iDs are collected Signal that your systems are plumbed to support ORCID iDs http://orcid.org/trademark-and-id-display-guidelines
  12. 12. Connect 18 July 2016 orcid.org 12 CONNECT your data to ORCID Records •  Request permission to write to Records •  Store long-lived tokens •  Add data that you uniquely can (authoritative) •  Explain the connection Enable researchers to provide validated data to others https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
  13. 13. Synchronize 18 July 2016 orcid.org 13 SYNCHRONIZE with your systems •  Update information when it changes •  Auto-add new information •  Search & link wizards •  Sync data from others Saved time, better reporting, improved information flow https://members.orcid.org/api/tutorial-webhooks https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
  14. 14. 18 July 2016 orcid.org 14 DISPLAY •  In metadata •  On sites •  In publications CONNECT •  Affiliations (employers) •  Works (publishers) •  Awards (funders)
  15. 15. orcid.org 15 People, places, and things 18 July 2016
  16. 16. orcid.org Integration Process Technically, integrating ORCID involves adding <person ID> and <source> fields to data models, mapping to ORCID API, and implementing OAuth and RESTful calls. Socially, it is critical that researchers are engaged in the process. 16
  17. 17. Community resources 18 July 2016 orcid.org 17 •  Best practices and use cases •  Updated info on members.orcid.org •  Resources and collateral for researchers •  ORCID engagement & awareness campaign
  18. 18. Best practices and use cases •  Sample text for describing ORCID and your engagement •  Graphics, videos, use cases •  Collect & Connect program badges •  Code samples, workflows, and API tutorials 18 July 2016 orcid.org 18
  19. 19. Updates to members.orcid.org 18 July 2016 orcid.org 19
  20. 20. Researcher resources •  Researcher workflow infographics •  Sofia Maria video •  Relevant blog posts •  Researcher use cases, testimonials •  Membership and integration lists •  Mini-videos of how ORCID works 18 July 2016 orcid.org 20
  21. 21. Engagement campaign •  Series of blog posts •  Social media campaign •  Speaking engagements •  Ambassador outreach 18 July 2016 orcid.org 21
  22. 22. Africa: Connecting the Dots Local data Surfacing dissertations Infrastructure Funder workflows Publisher workflows Research workflows Outreach
  23. 23. Members: South Africa
  24. 24. Why consider Membership? 24 •  Importantly, by using ORCID in your system(s), you can play your part in building a trusted research infrastructure by asserting the connection between researchers and scholars and their affiliation with your organization •  ORCID member API and support
  25. 25. 18 July 2016 orcid.org 25
  26. 26. •  Find out more at http://orcid.org •  Register at http://orcid.org/register •  Twitter @ORCID_Org / @mjbuys 26orcid.org Thank you! Matthew Buys Regional Director, ORCID m.buys@orcid.org http://orcid.org/0000-0001-7234-3684

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