ORCID Use Cases from the CDL<br />ORCID Participant Meeting<br />Harvard University  May 18, 2011<br />Lisa Schiff, Ph.D.<...
California Digital Library (CDL)<br />History<br />Established 1997<br />Support UC’s  pursuit of scholarship<br />Extend ...
Digital Special Collections
Discovery & Delivery
 Publishing Group
University of California Curation Center (UC3)</li></ul>Services <br /><ul><li>Business Services
Information Services
Infrastructure & Applications Support Services
Strategic and Project Planning Services
User Experience Design Services</li></ul>California Digital Library @ the University of California<br />
Open Access Publishing Services<br />Digital Publishing<br />Journals<br />Books/Monographic Series<br />Working Papers<br...
ORCID Use Cases from the CDL<br />California Digital Library @ the University of California<br />ORCIDs in eScholarship’s ...
ORCIDs in eScholarship’s Publishing Workflow<br />California Digital Library @ the University of California<br />Capture O...
ORCIDs & Data Mgmt/Publishing Services<br />California Digital Library @ the University of California<br />Assist/allow in...
Support Researchers in Obtaining ORCIDs<br />Help UC affiliated researchers acquire ORCIDS<br />As part of the publication...
Author Profile in Submission Workflow<br />California Digital Library @ the University of California<br />
Submission & Publishing Related Challenges (1)<br />Individual researchers<br />Users won’t remember their ORCIDs—how to w...
Multiple Authors<br />
Corporate Authors<br />
Submission & Publishing Related Challenges (2)<br />Workflow<br />For articles undergoing peer review, where in the workfl...
Name Disambiguation in Access & Discovery Applications<br />California Digital Library @ the University of California<br /...
Name Ambiguity in the Wild<br />
Disambiguation Challenges<br />Canonical/preferred name forms, how will we choose what to use when?<br />Name variation vs...
Archival authority control disambiguation in Encoded Archival Context Records<br />The Social Networks and Archival Contex...
SNAC Challenges<br />Orphans—individuals who are deceased, emeritus or otherwise no longer engaged with their past researc...
Receiving/Sharing Publications with 3rd Parties<br />California Digital Library @ the University of California<br />Improv...
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ORCID Use Cases from the CDL

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Presentation of use cases for using ORCID with eScholarship and other services/applications from the California Digital Library at the University of California.

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ORCID Use Cases from the CDL

  1. 1. ORCID Use Cases from the CDL<br />ORCID Participant Meeting<br />Harvard University May 18, 2011<br />Lisa Schiff, Ph.D.<br />Technical Lead<br />Publishing Group<br />California Digital Library<br />lisa.schiff@ucop.edu<br />
  2. 2. California Digital Library (CDL)<br />History<br />Established 1997<br />Support UC’s pursuit of scholarship<br />Extend the University’s public service mission<br />Partner in research<br />Programs<br /><ul><li>Collections
  3. 3. Digital Special Collections
  4. 4. Discovery & Delivery
  5. 5.  Publishing Group
  6. 6. University of California Curation Center (UC3)</li></ul>Services <br /><ul><li>Business Services
  7. 7. Information Services
  8. 8. Infrastructure & Applications Support Services
  9. 9. Strategic and Project Planning Services
  10. 10. User Experience Design Services</li></ul>California Digital Library @ the University of California<br />
  11. 11.
  12. 12. Open Access Publishing Services<br />Digital Publishing<br />Journals<br />Books/Monographic Series<br />Working Papers<br />Conference Proceedings<br />Seminar/Paper Series<br />Traditional “Repository” <br />Postprints<br />New or Upcoming<br />UC ETDs<br />Streaming media<br />Undergraduate publications<br />Datasets<br />California Digital Library @ the University of California<br />
  13. 13. ORCID Use Cases from the CDL<br />California Digital Library @ the University of California<br />ORCIDs in eScholarship’s Publishing Workflow<br />ORCIDs & Data Mgmt/Publishing Services<br />Support Researchers in Obtaining ORCIDs<br />Name Disambiguation in Access & Discovery Applications<br />Archival authority control disambiguation in EAC Records<br />Receiving/Sharing Publications with 3rd Parties<br />Publication Records<br />“Expert Finder” Systems<br />HR/Administrative Systems Record<br />
  14. 14. ORCIDs in eScholarship’s Publishing Workflow<br />California Digital Library @ the University of California<br />Capture ORCIDs as part of eScholarship submission and publishing workflows for new and previously published content and include in the object’s metadata<br />Allow users to submit or<br />Query an ORCID service based on name/institution and have users confirm or<br />Retrieve a set of candidate ORCIDs and have the user choose or<br />Prompt the user to generate<br />
  15. 15. ORCIDs & Data Mgmt/Publishing Services<br />California Digital Library @ the University of California<br />Assist/allow inclusion of ORCIDs when researchers<br />Deposit data sets into CDL’s Merritt Preservation Repository<br />Create EZIDs for datasets<br />Generate data management plans <br />Publish data sets or associate them with publications<br />Use ORCIDs to support the ability to <br />Promote robust data citation and ensure proper accrual of credit for data set creation. <br />Help researchers meet NSF data management plan requirements<br />Ensure clear attribution for datasets made publicly available.<br />
  16. 16. Support Researchers in Obtaining ORCIDs<br />Help UC affiliated researchers acquire ORCIDS<br />As part of the publication process, when submitting/publishing through eScholarship <br />Independent of the publication process<br />As a new service of eScholarship<br />Supports inclusion of ORCIDS when using other CDL services (EZID, Merritt, etc.)<br />California Digital Library @ the University of California<br />
  17. 17. Author Profile in Submission Workflow<br />California Digital Library @ the University of California<br />
  18. 18. Submission & Publishing Related Challenges (1)<br />Individual researchers<br />Users won’t remember their ORCIDs—how to work w/them to get the right one?<br />Will ORCID have an easy way for people to remind themselves of their ORCID?<br />What routines would have to be in place to ensure that users choose/provide the correct ORCID?<br />Metadata fatigue--requiring ORCIDs is not realistic, how to encourage instead?<br />How will proxy submitters (journal editors, unit administrators, research assistants, librarians) discover/affirm ORCIDS? <br />Multiple authors <br />How to efficiently capture ORCIDs for all authors, not just submitting? <br />How are high numbers of authors handled--some publications have hundreds<br />What about corporate authors?<br />California Digital Library @ the University of California<br />
  19. 19. Multiple Authors<br />
  20. 20. Corporate Authors<br />
  21. 21. Submission & Publishing Related Challenges (2)<br />Workflow<br />For articles undergoing peer review, where in the workflow should ORCIDs be included—after a publication has been accepted? Before? Does it matter?<br />Would timeframe for obtaining an ORCID disrupt the submission workflow and stop submissions?<br />Batch submission—how will ORCIDs in batch uploaded content be checked? How to deal with errors or ambiguity?<br />Current process and metadata structures will need to be extended to accommodate ORCIDs.<br />Support<br />Who will address ORCID related questions and problems (AKA customer support)? <br />Will ORCID services be 24 x 7?<br />Cost<br />How will the costs of contributing to and receiving data from ORCID be distributed? <br />If researchers can use ORCID for free (for their own information), will there be costs to institutions who develop systems to facilitate that use?<br />California Digital Library @ the University of California<br />
  22. 22. Name Disambiguation in Access & Discovery Applications<br />California Digital Library @ the University of California<br />Improve end-user search and browse experiences by disambiguating author names via reliance on an underlying identifier<br />Browse lists can resolve to a preferred form<br />Search routines can map user submitted versions to preferred form<br />Important in any system with an end-user interface, from repositories to catalogs<br />
  23. 23. Name Ambiguity in the Wild<br />
  24. 24. Disambiguation Challenges<br />Canonical/preferred name forms, how will we choose what to use when?<br />Name variation vs. corrections—will authors introduce errors?<br />How to indicate that duplicate names for different people are not errors (a problem that already exists, but may be highlighted with improved disambiguation)<br />California Digital Library @ the University of California<br />
  25. 25. Archival authority control disambiguation in Encoded Archival Context Records<br />The Social Networks and Archival Context (SNAC) project & prototype<br />Creating a body of Encoded Archival Context – Corporations, Persons, and Families (EAC-CPF) biographical authority records<br />Processing various historical sources and archival collection descriptions by employing advanced informatics techniques that utilize records from the Virtual International Authority File (VIAF).  <br />Entity name creation is challenging: “Buffalo Bill” http://socialarchive.iath.virginia.edu/xtf/data/Buffalo Bill 1846-1917-cr.xml<br />Identifiers come from multiple sources<br />Long-term sustainability and maintenance requires a more robust, managed unique identifier service for entity IDs. <br />California Digital Library @ the University of California<br />
  26. 26. SNAC Challenges<br />Orphans—individuals who are deceased, emeritus or otherwise no longer engaged with their past research<br />Individuals who are not researchers, e.g. Buffalo Bill<br />Require a single source of identifiers<br />California Digital Library @ the University of California<br />
  27. 27. Receiving/Sharing Publications with 3rd Parties<br />California Digital Library @ the University of California<br />Improve accuracy of publication sharing with 3rd parties <br />BioMed Central, PubMed, RePec, LoC, WorldCat, etc. <br />Current solutions rely on email addresses <br />Generates both false positives and false negatives <br />
  28. 28. “Sharing” Challenges<br />Varying degrees of ORCID adoption by 3rd parties<br />Will the quality of received need to be checked?<br />Inconsistent levels of ORCID creation by researchers<br />Will there be a standard for exposing ORCIDS in records? Where in Dublin Core, OAI-PMH, etc.<br />Inclusion of ORCIDs in output like OAI-PMH will vary tremendously during the early-adoption period<br />Will authors want to restrict how their identifiers are shared?<br />Will authors want reporting on how their identifiers are shared?<br />California Digital Library @ the University of California<br />
  29. 29. Publication Records<br />California Digital Library @ the University of California<br />Provide utilities that help UC affiliated researchers establish ORCID aware publication records <br />Claim publications<br />Reject attribution<br />Dispute various attributions<br />Indicate different types of published content (journal articles vs. “data papers”)<br />Use ORCID to help faculty generate publication records for <br />Review purposes<br />Tailored to specific campus/dept requirements<br />Work in partnership with campus based initiatives campus <br />Grant applications/reporting<br />Organizational records<br />Identify all publications across researchers associated with an entity that has an ORCID<br />
  30. 30. Publication Record Challenges<br />California Digital Library @ the University of California<br />High Stakes—can’t get it wrong<br />More systems = more confusion<br />What do faculty do where?<br />Reporting systems are diverse/complex<br />Will an ORCID “seeded”/generated record be just one component that has to be then further customized?<br />Will organizations or research units have ORCIDS? <br />
  31. 31. “Expert Finder” Systems<br />Administrators want to identify high profile faculty <br />Researchers want to find collaborators in other fields<br />California Digital Library @ the University of California<br />
  32. 32. “Expert Finder” Challenges<br />ORCID will have publications, but publications don’t necessarily map to administrators’ views of disciplines<br />How is expertise defined?<br />California Digital Library @ the University of California<br />
  33. 33. HR/Administrative Systems<br />Faculty HR IDs could be replaced w/ORCIDs or synchronized with them<br />Could be incorporated into other employment related systems<br />Opportunities at campus and system levels<br />California Digital Library @ the University of California<br />
  34. 34. HR/Admin System Challenges<br />High stakes—need to get it right<br />ORCID talking to PeopleSoft, etc.<br />Lots of customer support required<br />Variety of business systems could increase all kinds of demands on systems<br />California Digital Library @ the University of California<br />
  35. 35. Final Thoughts<br />ORCID can help<br />Existing systems <br />Work better<br />Provide new services to faculty<br />Integrate with other systems<br />Researchers/faculty <br />Better manage their research output<br />Comply with requirements from funding agencies to administrative entities<br />Areas of concern<br />Resources required to bring ORCID into systems, existing or new<br />Usability issues related to ORCID incorporation<br />Varying researcher participation rates <br />California Digital Library @ the University of California<br />

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