Presentation at the ORCID Ottawa Workshop (20 May 2016)

1. orcid.org
ORCID at scale:
Approaches to adoption and implementation
ORCID Ontario Workshop
May 20, 2016
Alice Meadows
Director of Community Engagement & Support
a.meadows@orcid.org
orcid.org/0000-0003-2161-3781
@alicejmeadows

2. 23 May 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. 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. Integrations by region
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15%
52%1%
2%
30%
Asia Pacific
Europe
Latin America
Mid East & Africa
US/Canada

5. Integrations by sector
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7% 5%
16%
10%62%
Associations
Funders
Publishers
Repositories/Profile organizations
Research institutions

6. 23 May 2016 orcid.org 6Both commons.wikimedia.org

7. 23 May 2016 orcid.org 7Chinese lion Royalty Free Stock Photos

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9. 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
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11. Collect & Connect
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Collect
Display Connect
Synch
Authenticate!

12. Collect
COLLECT validated ORCID iDs for individuals
• Explain what ORCID is
• Explain why you’re collecting iDs
• Consistent user experience
• Authenticated connections
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Ensure individuals are correctly connected with your institution
Converis, Pure, Symplectic Elements, VIVO use the OAuth process

13. Display
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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

14. Connect
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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

15. Synchronize
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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

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DISPLAY
• In metadata
• On sites
• In publications
CONNECT
• Affiliations (employers)
• Works (publishers)
• Awards (funders)

17. Community resources
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• Best practices and use cases
• Updated info on members.orcid.org
• Resources and collateral for researchers
• ORCID engagement/awareness campaign

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
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19. Updates to members.orcid.org
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20. Researcher resources & collateral
• Researcher workflow infographics
• Sofia Maria video
• Relevant blog posts
• Researcher use cases, testimonials
• Membership and integration lists
• Mini-videos of how ORCID works
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21. Engagement/ awareness campaign
• Series of blog posts
• Social media campaign
• Speaking engagements
• Ambassador outreach
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22. 23 May 2016 orcid.org 22www.mpasa.com.au