ORCID Community Manager, Gabriela Mejias, presented updates from ORCID at Crossref LIVE events in Pretoria and Cape Town. 17th and 19th April 2018.

1. ORCID: streamlining workflows
19 April, 2018
GABRIELA MEJIAS
https://orcid.org/0000-0002-1598-7181
Community Manager EMEA

2. 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. WHY PERSISTENT IDs?
Challenges for the individual:
- Multiple profile systems
- Manual data entry
- Administrative burden
- No control of personal
data
- Name ambiguity
- Recognition/credit
Challenges for the
organisations:
- Name ambiguity
- Trust in metadata
- Reporting latency
- Silo systems
- Discoverability and
visibility

5. ● Documenting impact through research
performance frameworks
● Reducing researcher burden
… but these two goals seem at cross purposes?
RESEARCH MANAGEMENT TRENDS

6. WHAT IS ORCID?
• An identifier for researchers
• A registry
• A set of standard procedures for connecting
researchers to their affiliations and activities
• A committed community building connectors
• An international-scale open research effort

7. ORCID IS OPEN
• Non-profit and platform-neutral
• International service that integrates with other
researcher identifiers
• Registry use is free for individuals
• Independent non-profit membership organization
• Open data, software, APIs, and documentation

8. Using the ORCID Registry
Two simple steps:
1. Register for an iD
2. Use the iD when
• Publishing articles, datasets
• Registering for meetings
• Performing peer review
• Applying for grants
• Using university resources
• Adding email signatures, web pages, CVs and more

9. Email check
Name check
Email displayed if
public on record
Registering
1. Registering for an iD
• Self-registration only
orcid.org/register
• From another site
• Less than 30 seconds
• Duplicate filters
• Unique email
• Name check

10. Using the iD
2. Using the iD
• Provide an authenticated
iD as well as a name
• Grant permission to read
/ write to the ORCID
record (trusted parties)
• Sign into sites with ORCID
account

11. ORCID PROVIDES
Persistent digital identifiers to distinguish researchers from
each other
Member-built integrations that connect researchers and
their activities/affiliations
A hub for synchronizing machine-readable connections
between identifiers for people, organizations, and research
activities
✔ Plumbing for research information
✔ Tools to build trust in digital information

12. Researcher
university
Gives permission to
COLLECT iD and
access the record
Registers &
manages ORCID record
Employment:
XXX University
Source: XXX University (ID139)
ORCID record
CONNECTS
affiliation
funder CONNECTS grant
Funding:
YYY Foundation, Grant #123
Source: YYY Foundation (ID45)
CONNECTS
publication
Works:
Book, Chapter, 2016
Source: XYZ Press (DOI:675)
publisher
orcid.org/xxxx-xxxx-xxxx-xxxx
ORCID ID
Researcher Name
Basic information
• Other names
• Email addresses
• Biography
Account settings
Activities & affiliations
Controls visibility

13. COLLECTING PERMISSION
Government Universities FundersAssociations Publishers
Platforms using the ORCID API
ORCID Registry
4.5M+ live iDs
No integration and manual
collection of ORCID iDs
Using the API allows for synchronisation of
data and reliable connections

14. university
funder
publisher
CONNECTS
affiliation
CONNECTS grant
CONNECTS
publication

15. Activities: Works
• WORKS: broadly-defined research outputs including publications,
datasets, patents, dissertations and more
• Linked by unique work identifiers
• 12 search & link wizards
• Import/export via BibTeX
• Add manually (not recommended)
Works added by
multiple sources
are grouped
together based on
having the same
work identifier.

16. • PEER REVIEW: recognition for peer review service
• New standard citation (CASRAI)
• Implemented by AGU, eJournalPress, F1000, Publons,
ReView
More in progress!
Activities: Peer review

17. Display: iDs on websites
Learn more:
• iD display guidelines: https://orcid.org/trademark-and-id-display-guidelines
iDs in journals:
Functional Ecology (British Ecological Society/Wiley)
iDs in profiles:
KAKEN

18. Display: iDs in Metadata
<person_name>
<given_name>Tomoko</given_name>
<surname>Kato</surname>
<ORCID authenticated=“true”>
https://orcid.org/0000-0002-1469-0685
</ORCID>
</person_name>
DOI metadata
iDs in search

19. ORCID AUTO-UPDATE
Author
• Link own
ORCID to
author
profile
• Add
ORCID to
co-authors
too
Publisher
Embed
authors’
ORCID in the
metadata
when the
manuscript
is accepted
Crossr
ef
Check
authors’
ORCID in the
metadata
when
assigning
DOIs to new
publications
ORCI
D
Receive new
publication
info from
Crossref and
add to
authors’
ORCID
records
Notified via email

20. AUTHENTICATION
Collect iD using an
authenticated API to
ensure:
● the person and the iD
belong together
● the iD is correctly
entered
● privacy is respected
For more info on membership, visit http://orcid.org/about/membership

21. INTEROPERABILITY—ENTER ONCE REUSE OFTEN

22. BENEFITS
● Matching authors/reviewers across systems
● Simplifying sign-on into systems
● Improved discovery, citation, and marketing
● Benefits in peer review

23. THE COMMUNITY OF INTEGRATORS
•South Africa consortium: launched in 2017 leaded by TENET,
currently has 10 members
•More than 850 members from 44 countries, consortia in the
UK, Denmark, Finland, Sweden, Netherlands, Belgium,
Germany, Italy, South Africa, Taiwan, Australia, New Zealand,
Canada and the US
•4.5m researchers, 1.75m records with at least one connection:
28m works, 400K grants, 210K reviews, 2.2m education and
1.8m employment items
•Over 550 integrations across sectors of the research community

24. WHAT NEXT?
Talk to us about your systems and how you
could join the community:
○ Collect authenticated ORCID iDs
○ Update ORCID records with works
■ Push authenticated ORCID iDs to DOI agency
or
■ Directly update ORCID record(s)

25. • Find out more at http://orcid.org
• Register at http://orcid.org/register
• Twitter @ORCID_Org
TALK TO US...
Gabriela Mejias
ORCID Community Manager EMEA
g.mejias@orcid.org
https://orcid.org/0000-0002-1598-7181