Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA 
orcid.org 
ORCID: Engaging Researchers 
HKU ORCID Workshop, Hong Kong, 27 October 2014 
Laurel L. Haak, PhD 
Executive Director, ORCID 
L.Haak@orcid.org 
ISNI 0000000138352317 
http://orcid.org/0000-0001-5109-3700
Creating ORCID Records 
ORCID is a researcher-driven system. Researchers must use the 
identifier as they publish/apply/upload/onboard for its benefit to be 
realized. 
When creating records, we need to think carefully about how to 
engage researchers and ensure they take ownership of and use 
their ORCID iD. 
It may be that facilitating record creation and then providing 
linking tools will be more effective than a bulk create process. 
27 October 2014 orcid.org 
2
Researcher Engagement 
27 October 2014 orcid.org 
3
ORCID Responsibility 
Build the infrastructure: 
• Create the tools to allow for easy addition of 
ORCID iD during publishing, grant application, thesis 
deposit, etc. 
• Engage the community to embed tools 
• Ensure that the iD is published with the paper / 
dataset / grant / thesis, etc. 
• Work with the community to push metadata back 
to ORCID record 
27 October 2014 orcid.org 
4
ORCID Materials 
27 October 2014 orcid.org 
5 
ORCID outreach support 
• Print materials available in many 
languages on our Website at 
http://orcid.org/content/orcid-ambassadors-1/ 
outreachresources 
• ORCID Video! http://vimeo.com/97150912 
• Regional workshops and Outreach 
meetings http://orcid.org/about/events
You Can Help 
Be the interface with the researcher 
• Explain the importance of digital information 
• Provide information on ORCID 
• Train researchers in using ORCID iDs 
• Work with your organization to embed 
ORCID identifiers into systems 
• Demonstrate benefits: autofill annual review 
forms, auto-update repository, validate 
organization affiliation 
27 October 2014 orcid.org 
6
Library Guides 
To provide an ongoing resource for 
researchers and staff, university libraries 
have established ORCID Library Guides 
Some examples: 
• Texas A&M: 
http://guides.library.tamu.edu/content.php? 
pid=553864&sid=4564757 
• Michigan: http://guides.lib.umich.edu/orcid 
• UC Dublin: http://libguides.ucd.ie/orcid 
• Kent: http://www.kent.ac.uk/library/research/orcid/ 
27 October 2014 orcid.org 
7
• HKU Scholars Hub 
http://hub.hku.hk/orcid/about.jsp 
• HKBU Library and 
Graduate School 
http://library.hkbu.edu.hk/ 
researchvisibility/orcid.html 
27 October 2014 orcid.org 
8
Library Guide Goals 
• What is ORCID 
• Why does the university think it is 
important 
• How the individual benefits 
• Tutorial on using ORCID 
• How ORCID relates to profile systems 
and other identifiers 
27 October 2014 orcid.org 
9
How is ORCID Different? 
One researcher may have many 
profiles and identifiers 
10
What is ORCID 
27 October 2014 orcid.org 
11
Training 
• Written Documents 
• Videos 
• Office hours 
• Training Sessions 
27 October 2014 orcid.org 
12 
http://guides.library.tamu.edu/orcid_sos http://libguides.ucd.ie/orcid/orcid_support
University Support 
27 October 2014 orcid.org 
13
Everything in One Place 
27 October 2014 orcid.org 
14
• Name 
• email 
• University ID 
27 October 2014 orcid.org 
Affiliation Validation 
15 
User logs in via Single Sign On 
Present button for: 
• request new ORCID 
• link existing ORCID 
ORCID associated with 
person in University directory 
and personnel system 
a) New ORCID: Create ORCID 
b) Existing ORCID: Sign in to 
ORCID 
• Person associated with 
ORCID iD 
• Oxford writes Organization 
name and iD into ORCID 
record 
ORCID iD
Thank you! 
• Find out more at http://orcid.org 
• More on membership at 
http://orcid.org/about/membership 
• Access tools to embed ORCID iDs at 
http://support.orcid.org/knowledgebase/ 
• Subscribe to our blog at 
http://orcid.org/about/news and follow 
@ORCID_Org on Twitter 
• Contact the ORCID Executive Director 
at l.haak@orcid.org 
27 October 2014 orcid.org 
16

ORCID: Engaging Researchers

  • 1.
    Contact Info: p.+1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA orcid.org ORCID: Engaging Researchers HKU ORCID Workshop, Hong Kong, 27 October 2014 Laurel L. Haak, PhD Executive Director, ORCID L.Haak@orcid.org ISNI 0000000138352317 http://orcid.org/0000-0001-5109-3700
  • 2.
    Creating ORCID Records ORCID is a researcher-driven system. Researchers must use the identifier as they publish/apply/upload/onboard for its benefit to be realized. When creating records, we need to think carefully about how to engage researchers and ensure they take ownership of and use their ORCID iD. It may be that facilitating record creation and then providing linking tools will be more effective than a bulk create process. 27 October 2014 orcid.org 2
  • 3.
    Researcher Engagement 27October 2014 orcid.org 3
  • 4.
    ORCID Responsibility Buildthe infrastructure: • Create the tools to allow for easy addition of ORCID iD during publishing, grant application, thesis deposit, etc. • Engage the community to embed tools • Ensure that the iD is published with the paper / dataset / grant / thesis, etc. • Work with the community to push metadata back to ORCID record 27 October 2014 orcid.org 4
  • 5.
    ORCID Materials 27October 2014 orcid.org 5 ORCID outreach support • Print materials available in many languages on our Website at http://orcid.org/content/orcid-ambassadors-1/ outreachresources • ORCID Video! http://vimeo.com/97150912 • Regional workshops and Outreach meetings http://orcid.org/about/events
  • 6.
    You Can Help Be the interface with the researcher • Explain the importance of digital information • Provide information on ORCID • Train researchers in using ORCID iDs • Work with your organization to embed ORCID identifiers into systems • Demonstrate benefits: autofill annual review forms, auto-update repository, validate organization affiliation 27 October 2014 orcid.org 6
  • 7.
    Library Guides Toprovide an ongoing resource for researchers and staff, university libraries have established ORCID Library Guides Some examples: • Texas A&M: http://guides.library.tamu.edu/content.php? pid=553864&sid=4564757 • Michigan: http://guides.lib.umich.edu/orcid • UC Dublin: http://libguides.ucd.ie/orcid • Kent: http://www.kent.ac.uk/library/research/orcid/ 27 October 2014 orcid.org 7
  • 8.
    • HKU ScholarsHub http://hub.hku.hk/orcid/about.jsp • HKBU Library and Graduate School http://library.hkbu.edu.hk/ researchvisibility/orcid.html 27 October 2014 orcid.org 8
  • 9.
    Library Guide Goals • What is ORCID • Why does the university think it is important • How the individual benefits • Tutorial on using ORCID • How ORCID relates to profile systems and other identifiers 27 October 2014 orcid.org 9
  • 10.
    How is ORCIDDifferent? One researcher may have many profiles and identifiers 10
  • 11.
    What is ORCID 27 October 2014 orcid.org 11
  • 12.
    Training • WrittenDocuments • Videos • Office hours • Training Sessions 27 October 2014 orcid.org 12 http://guides.library.tamu.edu/orcid_sos http://libguides.ucd.ie/orcid/orcid_support
  • 13.
    University Support 27October 2014 orcid.org 13
  • 14.
    Everything in OnePlace 27 October 2014 orcid.org 14
  • 15.
    • Name •email • University ID 27 October 2014 orcid.org Affiliation Validation 15 User logs in via Single Sign On Present button for: • request new ORCID • link existing ORCID ORCID associated with person in University directory and personnel system a) New ORCID: Create ORCID b) Existing ORCID: Sign in to ORCID • Person associated with ORCID iD • Oxford writes Organization name and iD into ORCID record ORCID iD
  • 16.
    Thank you! •Find out more at http://orcid.org • More on membership at http://orcid.org/about/membership • Access tools to embed ORCID iDs at http://support.orcid.org/knowledgebase/ • Subscribe to our blog at http://orcid.org/about/news and follow @ORCID_Org on Twitter • Contact the ORCID Executive Director at l.haak@orcid.org 27 October 2014 orcid.org 16