Presentation at the 2016 February ORCID Outreach Meeting in Canberra, Australia (15-16 February 2016)

1. orcid.org
Launching a National ORCID
Consortium
Implementation Support
Alainna Wrigley, ORCID Community Engagement &
Support (APAC)
support@orcid.org | orcid.org/0000-0002-6036-0903
Melroy Almeida,AAFTechnical Support Analyst –
ORCID
melroy.almeida@aaf.edu.au | orcid.org/0000-0003-3522-7849
Contact Info: p. +1-301-500-2139 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA

2. What do we get as a consortium?
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• Premium Membership
• Dedicated, personalized local support provided by the
consortium
• Stronger collaboration across similar organizations
• Higher-impact engagement & promotion
• Reporting and statistics
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Consortia training?
• Series of workshops virtually or in person
• Introduce ORCID staff and channels of communication,
clarifying responsibilities of ORCID, consortium lead, and
members.
• Ensure consistent ORCID messaging, advice, support, and
resources regardless of who is providing support
• Assistance with developing local support resources/FAQ
orcid.org 3

4. And our access to the API?
Premium Membership
All the benefits of Basic, plus:
• Update notification for automated sync
• Monthly reporting, public data access
• Multiple connection points
All Membership
• Support and documentation
• Sample code
• Community involvement
• Testing environment (sandbox)
Consortium Membership
All the benefits of Premium, plus:
• Customized training
• Dedicated consortium support for API
implementation
Basic Membership
• Collect authenticated ORCID iDs
• Read/write to ORCID records
• Search (public data)
• Ability to become a trusted party
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What does our tech lead do?
• Timely technical support & resources
• Regional focus: Expert knowledge of member
institutions and integrations
• Conduit between consortium members and
ORCID
• Advocates use by institutions and researchers
Melroy Almeida
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6. orcid.org 6
1. PLAN
Plan how the integration will work
2. BUILD
Build and test your integration
3. COMMUNICATE
Build connection points, researcher engagement
Sounds great! How do we integrate?
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7. orcid.org 7
PLAN: Plan how the integration will work
PLAN your integration
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• How and where will you use ORCID iDs? Will
you read/write data?
• Custom system or vendor?
• Roll-out to one department or across
institution?

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Selected vendor system connections
Publishing
• eJournal Press
• Editorial Manager
• ScholarOne
Document / data repositories
• Australian National Data System
• dSpace
• Europe PubMed Central
Profile systems
• Loop
• ResearcherID
• Vivo
CRIS Systems
• Converis
• Pure
• Elements
http://members.orcid.org/orcid-enabled-systems
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9. orcid.org 9
BUILD: Build and test your integration
• Register for sandbox credentials
• Determine required permissions
• Format messaging data to/from your system
• Test on the sandbox
BUILD your integration
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10. PHOTO: London, England
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COMMUNICATE: Build connection points,
engage researchers
• Permission/sign-in button
• Authorize confirmation page
• Deny reconsider page
• Custom data exchange pages
• Direct communication engagement
COMMUNICATE your integration
using ORCID guidelines

11. PHOTO: London, England
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1. Show the consortium tech lead ORCID
how the application works
2. Request production API credentials from
ORCID
3. Take the application live
4. Let everyone know!
Once it’s ready, take it live

12. orcid.org 12
When in doubt, ask for help!
ORCID Support:
Alainna Wrigley
ConsortiumTech Lead:
Melroy Almeida
Tier 2Tier 1
• Whats and hows
of integration
• What’re other
members doing?
• Troubleshooting
• Engagement
resources
• Private accounts
data
• Unusual
workflows
• New features
• Complicated
errors
Institution liaison
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13. Resources
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ORCID Australian Consortium
http://aaf.edu.au/orcid/
ORCID Member resources: Planning, communication, sample workflows
http://members.orcid.org
API documentation
http://members.orcid.org/api
Find out how many ORCID iDs are at your institution
http://members.orcid.org/api/tutorial-retrieve-orcid-id-curl-v12-and-earlier
Vendors that support ORCID
http://members.orcid.org/publisher-tools
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