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Home , ORCID, Publishing

ORCID: WHY, WHAT, HOW?

BOSTON CONSORTIUM MEETING, JULY 25, 2017

ALICE MEADOWS ORCID.ORG/0000-0003-2161-3781

1 Why Identifiers Matter The why, what, and how of ORCID, a universal PID for researchers NAMES ARE MESSY! WHAT IS A PERSISTENT IDENTIFIER?

A persistent identifier is a long-lasting reference to a document, file, web page, or other object… [It] is usually used in the context of digital objects that are accessible over the . Typically, such an identifier is not only persistent but actionable: you can plug it into a web browser and be taken to the identified source. PIDS FOR PEOPLE, PLACES, & THINGS PIDS ARE PART OF RESEARCH INFRASTRUCTURE “PLUMBING” PIDS ENABLE INTEROPERABILITY

PUBLISHER EMPLOYER

CONNECT COLLECT

FUNDER ORCID’s vision is a world where all who participate in research, scholarship, and are uniquely identified and connected to their contributions and affiliations across time, disciplines, and . WHAT IS ORCID? • A persistent identifier for researchers (ORCID iD) • A Registry of those identifiers • A set of standard procedures for connecting researchers to their affiliations and activities • A committed community building connectors • An international-scale effort TOP 10 BENEFITS FOR RESEARCHERS

1. Reliably and easily connects you with your contributions and affiliations 2. Alleviates mistaken identity 3. Saves you time – “enter once, re-use often” 4. Improves recognition for you and your research outputs 5. Increases discoverability of your research outputs 6. You own and control your record, managing what information is connected and how it is shared 7. Enables you to comply with organizations that require ORCID iDs 8. Many systems you already use are connected with ORCID 9. Free to register and use 10. Enables you to play your part in making the Internet better! ORCID FOR RESEARCHERS

Two simple steps:

1. Register for an iD

2. Use the iD when • articles, datasets • Registering for meetings • Performing • Applying for grants • Using university resources • Adding email signatures, web pages, CVs and more 1. REGISTER • Free to register • Self-registration only Email check • From .org/register or another site Name check • Quick and easy • Duplicate filters • Unique email

• Name check Email displayed if public on record 2. USE THE ID

• Provide an authenticated iD as well as a name • Grant permission to read / write to the ORCID record (trusted parties) • Auto-update (Crossref, DataCite) • Sign into sites with ORCID account BUILDING AN ORCID RECORD WORKS OTHER PERSON • artistic performance IDENTIFIERS • • conference materials FUNDING • data set • dissertation • invention • journal • lecture/speech • PEER REVIEW manual • research technique • software EMPLOYMENT • spin-off company • • etc. THE ORCID COMMUNITY • Over 3.6m researchers, 1.4m+ records with at least one connection, 9.4m+ unique DOIs • 700 members from 40 countries, consortia in 14 countries, including the US: • Big Ten, GWLA, Lyrasis, NERL • Over 550 integrations across all sectors of the research community What ORCID Does for Research Information Management ORCID iDs are used in many different systems in all sectors of scholarly communications ORGANIZATION/MEMBER BENEFITS

1. Reduce/eliminate need for researcher disambiguation within and between systems 2. Enable automatic system-to-system updates for researcher reporting 3. Validate your researchers’ affiliation, awards, or works – building trust in the overall research infrastructure 4. Improve speed and accuracy of research reporting 5. Maintain connections with researchers despite name/affiliation changes 6. Help your researchers comply with funders and publishers requiring ORCID 7. Learn from other organizations’ experiences and share your own 8. Be eligible for public recognition of good ORCID integrations 9. Get involved and help shape ORCID’s future priorities and goals 10.Play your part in making the Internet work better ORCID HELPS BUILDS TRUST IN SCHOLARLY COMMUNICATIONS INTEROPERABILITY TO BUILD TRUST ORCID IN RESEARCH WORKFLOWS

• Publishing an article or dataset • Completing a or dissertation • Submitting a conference • Applying for funding or using research facilities • Sharing work in an institutional repository • `Creating an institutional or other professional profile • And more! ORCID REGISTRY CONNECTIONS

Two models: 1. Connect via a vendor system • submission/ • Document/data repositories • Profile systems • CRIS systems 2. Develop a custom connection VENDOR CONNECTIONS

Publishing CRIS Systems • eJournal Press • Converis • Editorial Manager • Elements • Open Journal Systems • IRMA • ScholarOne • Pivot • PlumX Document / data repositories • Pure • DSpace • Vivo • ePrints • Hydra/Fedora Find more: https://members.orcid.org/orcid-enabled- systems CUSTOM INTEGRATIONS

Via the ORCID API • Fine-tuned control and permissions • Customized buttons, user flows, & user feedback • Test and troubleshoot with ORCID Community Team

Case examples: https://members.orcid.org/resources Code examples: https://members.orcid.org/api/resources/code- examples DESIGNING TOUCHPOINTS

Look for natural fits: • Your sign in – why not link your iD? • Your account settings/user profile • Submission (of any type) • Form fills: pre-fill from your record! • Registration: for conference or meeting • Reporting: Link your iD to get started

link to customized URL MAKING OUR DREAM A REALITY (1)

Imagine if researchers could sign into their manuscript submission system using their ORCID credentials…

And their iD was then automatically included in their article’s metadata…

And that information was used to automatically update their ORCID record with the DOI for the published article…

Then imagine that information flowing back into your systems AND all other ORCID-embedded systems the researcher uses… SINGLE SIGN-IN WITH ORCID IN MANUSCRIPT SUBMISSION ORCID AUTO- UPDATE • Enables researchers to authorize automatic updates to their ORCID record • Currently used by Crossref and DataCite • Crossref: during submission process • 2016: 150,000 records, 300,000 works updated • DataCite: independent of submission process • 2016: 25,000 records, 50,000 works updated

http://ands.org.au/newsletters/share_issue18.pdf HOW AUTO-UPDATE WORKS • Researchers sign up for an ORCID iD • Authenticate their iD when prompted • During submission (Crossref) • During sign-up (DataCite) • Authorize Crossref/DataCite to read/update record • One time only authorization • Select preferred visibility setting for works

http://ands.org.au/newsletters/share_issue18.pdf MAKING OUR DREAM A REALITY (2)

Imagine if researchers could sign into ORCID using their institutional credentials…

And at the same time give their institution permission to read and update their ORCID record…

And what if their institution could then immediately connect their affiliation to their ORCID record…? INSTITUTIONAL CONNECT • Benefits for users • One less password to remember • Authoritative institutional affiliation on their ORCID record • Their record will continue to be updated by their institution • More time making contributions, less time managing them • Benefits for institutions • Enables them to validate their researchers’ affiliation with the institution • Only need request permission once to read/update researcher records • Benefits for community • More trusted and authoritative data available for everyone! INSTITUTIONAL CONNECT OPTIONS 1. ORCID initiated • Researcher sets up institutional sign-in functionality • ORCID prompts researcher to connect her/his ORCID iD to institution • Institution collects iD and connects affiliation information to record 2. Institution initiated • Institution uses ORCID Create-on-Demand process to collect ORCID iDs • Institutions asserts researcher’s affiliation to her/his ORCID record through custom integration 3. CRIS system initiated • Researcher connects ORCID iD to institution’s CRIS system • CRIS system asserts researcher’s affiliation to her/his ORCID record 1. ORCID INITIATED WORKFLOW 2. CREATE ON DEMAND 3. VENDOR INITIATED

• Affiliation pushed (and updated) from the CRIS system • Institution connect notification is displayed to users signing in with university credentials, with redirect to CRIS system • Pure • Converis • Symplectic Elements • VIVO

http://ands.org.au/newsletters/share_issue18.pdf Who Benefits from ORCID?

Embedding validated ORCID iDs in all the systems that researchers use enables those iDs, and the (validated) information connected with them, to flow easily throughout the research infrastructure

ORCID’S COLLECT AND CONNECT PROGRAM With hundreds of our members globally building ORCID identifiers into their systems, as well as some funders and publishers now requiring ORCID iDs, researchers are increasingly likely to encounter ORCID in their day-to-day life. We developed the Collect and Connect program to streamline the integration process and foster a shared user experience. This ensures researchers and our members understand what ORCID is and why and how to engage. http://orcid.org/content/collect-connect COLLECT & CONNECT GOALS • Clarify goals and expectations across sectors • Standardize and improve the user experience • Build understanding and trust in connections between ORCID and other identifiers • Increase efficiency and quality of integrations

NOTE: this image is much larger, so used crop tool to move it around and position in the frame here. • Achieve the ORCID vision May need to do some adjusting to this high res image in terms of contrast etc. if it looks too ”dark” through a community approach COLLECT & CONNECT COLLECT! • Collect and store authenticated iDs • Provide an ORCID-branded button for collecting iDs • Explain benefits of having an iD for your researchers • Explain benefits of including ORCID iDs in your system DISPLAY! • Publicly display iDs and include in metada - including provenance • Display the ORCID iD with the iD icon, following ORCID guidelines • Use the member logo when describing your organization’s connection with ORCID • Explain why you collect iDs COLLECT (+ DISPLAY)

Nature collects authenticated iDs and displays them in published articles CONNECT! • Request permissions to write to/update the user's ORCID record to assert affiliation, works, etc OR • Ingest information from ORCID records to auto-populate forms • Explain the benefits of your system connections with ORCID CONNECT

ImpactStory uses ORCID as a data source for providing insights into researcher impact. CONNECT

Loop gets permission to update a user’s ORCID record, then adds a person identifier, connecting their ORCID iD to their Loop profile SYNCHRONIZE! • Create bidirectional information flow (synchronization) between ORCID and your system AND/OR • Automatically update ORCID records AND/OR • Create a search & link wizard • In all cases, explain benefits to individual SYNCHRONIZE Premium members can implement ‘web hooks’ Crossref Auto-update to receive alerts each time an update is made to their researchers’ ORCID records so they can update their own systems COLLECT & CONNECT WORKFLOW

DISPLAY CONNECT on sites & metadata information to record

SYNCHRONIZE COLLECT AUTHENTICATE ENTER ONCE iD REUSE OFTEN With ORCID record

Synchronize with other systems

PUBLISHERS EMPLOYERS FUNDERS Public API Member API

COLLECT authenticated iDs

DISPLAY iDs you’ve collected in your system

CONNECT get data from ORCID + add X affiliations/contributions SYNCHRONIZE add data to/get data from ORCID X on an ongoing basis INTEROPERABILITY ENTER ONCE, REUSE OFTEN Help your researchers spend more time making contributions and less time managing them

orcid.org/register MORE INFORMATION

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