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Implementing ORCID at Chalmers 
Researcher identifications and ORCID – 
national implementations, Helsinki 
2014-09-29 
Jonas Gilbert 
Chalmers library 
jonas.gilbert@chalmers.se 
http://orcid.org/0000-0001-6599-1376
Chalmers University of 
Technology 
• 10,000 students 
• 2,000 researchers 
• 2,500 scholarly publications 
(2013) 
• Chalmers Publications 
Library (CPL) – repository & 
publication database 
• Open Access mandate 
• Special focus on 
bibliometrics
ORCID in Sweden 
 
National study: ”Author Identifiers and Publication 
Databases” (2012) 
• Recommends that ORCID should be the standard used for managing 
author identities in SwePub and the publication databases in Sweden 
 
Swedish Research Council (VR) 
• makes ORCID mandatory in the new PRISMA grant application portal 
(Q3 2014) 
 
SwePub, national publication database 
• ORCID support for contributors in v. 2 (2014-) 
 
SweCRIS, new national CRIS system (Q4 2014) 
 
SWAMID, Swedish Academic Identification 
• ORCID support in SAML2 SSO
Swedish Research Council – 
National Information Architecture
ORCID @ CHALMERS 
 
ORCID institutional membership (2013) 
• Creator License, access to Member API 
• co-ordinated by the library, university mandate 
 
Pilot study (2013) 
• batch creation of ORCIDs for one department 
 
Create & connect service (2014-) 
• developed by the library and the central IT/HR dept, with a 
focus on identity infrastructure 
• ORCIDs stored and managed in the central HR system (PDB) 
• connected in repository & publication/metrics databases 
• one-stop solution for all things concerning ORCIDs at 
Chalmers
Background for membership 
• Reason for membership? 
• As participants in the project 2012, we were 
following the launch and development of ORCID. 
• Interest and positive response from univ & dep 
management and researchers, when we presented 
ORCID. 
• Support for staff that wanted to create ORCID. 
• Preparation to support ORCID as part of national 
infrastructure. 
• Support from legal office. Concerns regarding transfer 
of personal data outside of EU.
Pilot study (2013) 
• Department of Space and Geo Sciences, approx. 150 
researchers 
• Initiative from the library and from the head of 
department 
• Object of the pilot was to try out the API and workflows 
and to learn about responses from the from researchers 
• Batch creation of ORCIDs, using the Member API 
• Mixed result, slow responses in some cases 
• Conclusions 
• early adoption - too early? 
• creation of ORCIDs should probably be initiated by the individual 
researcher in the first phase
ORCID Claim profile verification e-mail 
Från: support@orcid.org [support@orcid.org] 
Ämne: [ORCID] Claim your newly-created ORCID Account 
Dear Vera Sandberg, 
Chalmers University of Technology created an ORCID Account for you. 
This account provides you with a unique research identifier (an ORCID iD) 
that you can use in your publications and grants, and a place (an ORCID 
Record) to list information about your professional research activities. 
WHAT DO YOU NEED TO DO? Within the next 10 days, please review the 
information that Chalmers University of Technology entered as a 
courtesy on your behalf. Once you have logged in the first time, your 
account will become active, and you will have complete control over the 
privacy of your record and the information it contains. To review your 
record, set a password and make changes, click your unique link below, 
or copy and paste it into your browser: 
[…]
Create & connect service
Create ORCID 
• authentication 
• SWAMID SAML2 
• name, Chalmers ID, 
email, (publication 
profile)
Create ORCID 
• Initial ORCID creation 
• New ID stored in the central HR system (PDB) but not yet 
activated
Connect to Chalmers
Connect to Chalmers 
• ORCID connected and activated in local systems
ORCID-ID recorded in Chalmers person database
ORCID-ID recorded in Chalmers publication database
ORCID @ Chalmers 
SWAMID 
CPL 
SwePub 
CRIS 
PDB 
Prisma 
SweCRIS 
OpenAIRE CORDIS 
Metrics 
IDP 
Repositories 
FundRef 
ORCID API
Some thoughts 
• ORCID is a new infrastructure and is still in 
development. 
• Very good support from ORCID staff during 
implementation. 
• ORCID model requires involvement from the 
researchers. But: What’s in it for me? We still 
need to show practical value for the individual 
researcher. 
• ORCID should be viewed as a part of an 
evolving standardization and improvement for 
the management of research information.
för en hållbar framtid

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Orcid implementations-140929-jonasgilbert

  • 1. Implementing ORCID at Chalmers Researcher identifications and ORCID – national implementations, Helsinki 2014-09-29 Jonas Gilbert Chalmers library jonas.gilbert@chalmers.se http://orcid.org/0000-0001-6599-1376
  • 2. Chalmers University of Technology • 10,000 students • 2,000 researchers • 2,500 scholarly publications (2013) • Chalmers Publications Library (CPL) – repository & publication database • Open Access mandate • Special focus on bibliometrics
  • 3. ORCID in Sweden  National study: ”Author Identifiers and Publication Databases” (2012) • Recommends that ORCID should be the standard used for managing author identities in SwePub and the publication databases in Sweden  Swedish Research Council (VR) • makes ORCID mandatory in the new PRISMA grant application portal (Q3 2014)  SwePub, national publication database • ORCID support for contributors in v. 2 (2014-)  SweCRIS, new national CRIS system (Q4 2014)  SWAMID, Swedish Academic Identification • ORCID support in SAML2 SSO
  • 4. Swedish Research Council – National Information Architecture
  • 5. ORCID @ CHALMERS  ORCID institutional membership (2013) • Creator License, access to Member API • co-ordinated by the library, university mandate  Pilot study (2013) • batch creation of ORCIDs for one department  Create & connect service (2014-) • developed by the library and the central IT/HR dept, with a focus on identity infrastructure • ORCIDs stored and managed in the central HR system (PDB) • connected in repository & publication/metrics databases • one-stop solution for all things concerning ORCIDs at Chalmers
  • 6. Background for membership • Reason for membership? • As participants in the project 2012, we were following the launch and development of ORCID. • Interest and positive response from univ & dep management and researchers, when we presented ORCID. • Support for staff that wanted to create ORCID. • Preparation to support ORCID as part of national infrastructure. • Support from legal office. Concerns regarding transfer of personal data outside of EU.
  • 7. Pilot study (2013) • Department of Space and Geo Sciences, approx. 150 researchers • Initiative from the library and from the head of department • Object of the pilot was to try out the API and workflows and to learn about responses from the from researchers • Batch creation of ORCIDs, using the Member API • Mixed result, slow responses in some cases • Conclusions • early adoption - too early? • creation of ORCIDs should probably be initiated by the individual researcher in the first phase
  • 8. ORCID Claim profile verification e-mail Från: support@orcid.org [support@orcid.org] Ämne: [ORCID] Claim your newly-created ORCID Account Dear Vera Sandberg, Chalmers University of Technology created an ORCID Account for you. This account provides you with a unique research identifier (an ORCID iD) that you can use in your publications and grants, and a place (an ORCID Record) to list information about your professional research activities. WHAT DO YOU NEED TO DO? Within the next 10 days, please review the information that Chalmers University of Technology entered as a courtesy on your behalf. Once you have logged in the first time, your account will become active, and you will have complete control over the privacy of your record and the information it contains. To review your record, set a password and make changes, click your unique link below, or copy and paste it into your browser: […]
  • 10. Create ORCID • authentication • SWAMID SAML2 • name, Chalmers ID, email, (publication profile)
  • 11. Create ORCID • Initial ORCID creation • New ID stored in the central HR system (PDB) but not yet activated
  • 13. Connect to Chalmers • ORCID connected and activated in local systems
  • 14.
  • 15. ORCID-ID recorded in Chalmers person database
  • 16. ORCID-ID recorded in Chalmers publication database
  • 17. ORCID @ Chalmers SWAMID CPL SwePub CRIS PDB Prisma SweCRIS OpenAIRE CORDIS Metrics IDP Repositories FundRef ORCID API
  • 18. Some thoughts • ORCID is a new infrastructure and is still in development. • Very good support from ORCID staff during implementation. • ORCID model requires involvement from the researchers. But: What’s in it for me? We still need to show practical value for the individual researcher. • ORCID should be viewed as a part of an evolving standardization and improvement for the management of research information.
  • 19. för en hållbar framtid

Editor's Notes

  1. Project in 2012 -
  2. Learned basically two things: probably need to show the value more clearly (early stage, “whats in it for me(), “didn’t take notice of the claim mail”, in order to do this in a sustainable way, the creation of a new ORCID should probably be initiated by the researcher. Lookes at the legal aspects (opt-out)
  3. ORCID @ Chalmers-perspective, the most important actors and services from our perspective and their relations PDB – SWAMID. Looking at including ORCID as a single sign on attribute – services that support SWAMID (funders) should be able to obtain ORCID automatically when a user signs in. CPL – ORCID is stored in the author records Changing, new infrastructure VR – ORCID used both in the grant application system, Prisma, and in the project database. SwePub – 2.0 in development, ORCID not mandatory at the moment, but supported in the new format (primary author identifier) and highly recommended. Analysis on a national level. OAI-PMH MODS. v 1 just a publication database. Repositories – discussions with ArXiv about using ORCID for identifying Chalmers publications Research data (data sets) missing.