orcid.org Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA ORCID: Connecting Research & Researchers Webinar, LIASA-HELIG, 17 September 2014 Laurel L. Haak, PhD Executive Director, ORCID [email protected]ISNI 0000000138352317 http://orcid.org/0000-0001-5109-3700
Webinar on ORCID sponsored by LIAISA-HELIG, September 17, 2014, presented by Laurel Haak, Executive Director,ORCID.
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orcid.org Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
ORCID: Connecting Research & Researchers Webinar, LIASA-HELIG, 17 September 2014
One researcher may have many profiles and identifiers
3
4
Repositories
Funders
Higher Education
and Employers
Professional Associations
Other person
identifiers
Publishers
ORCID is a registry and hub
ORCID provides a free, non-proprietary registry of persistent unique public identifiers for researchers
ISNI Researcher ID Scopus Author ID Internal identifiers
FundRef GrantID
ISNI Ringgold ID
Member ID Abstract ID
DOI ISBN Thesis ID
DOI
ORCID APIs enable exchange between research data systems to connect researchers, works, organizations, and other identifiers
What are persistent identifiers? • Numeric or alpha-numeric persistent designations
associated with (resolvable to) a single entity • Entities can be an organization, person, or piece of
content (artifact)
What do IDs do, exactly?
① Enable machine readability ② Disambiguate and enforce uniqueness ③ Enable linking and data integration
In other words,
persistent identifiers provide a simple basis for digital data governance
Digital scholarly communications requires information be machine readable
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• Take 30 seconds to register at http://orcid.org/register
• Free to researchers
• Individual owns the record and controls privacy settings
• Works on tablets and phones
• Available in multiple languages
Register for your
Distinguish Yourself
Use free tools to connect your ORCID identifier to your name variations, affiliations, and your existing works and funding, both in ORCID and external databases including Scopus and Web of Science
Adoption and Integration
17 September 2014 orcid.org 10
ORCID has issued over 875,000 iDs since our launch in October 2012. Integration and use is international.
EMEA 35%
Americas 50%
AsiaPac 15%
Over 150 members, from every sector of the international
research community
Publishing 25%
Universities & Research
Orgs 45%
Funders 7%
Associations 12%
Repositories & Profile Sys
11%
-‐
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
900,000
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
June
July
Aug
Creator
Website
Trusted Party
2012 2013 2014
Registry use is international
17 September 2014 orcid.org 11
ORCID Registry traffic from African countries represents about 3% of total usage, with over 160,000 unique sessions.
Top 15 cities in Africa, by usage: Cairo Tunis Lagos Algiers Giza Cape Town Pretoria Alexandria Abuja Addis Ababa Johannesburg Casablanca Accra Nairobi Rabat
v ORCID provides a free, non-proprietary registry of persistent unique identifiers for researchers, scholars, and analysts
v ORCID iDs are embedded in research systems and ORCID provides APIs that enable the interoperable exchange of information between systems
v ORCID code is open source and we support community efforts to develop tools and services
v ORCID iDs link to other research information identifiers
v ORCID is an independent non-profit organization supported by member fees
ORCID
17 September 2014 orcid.org 12
v ORCID record data marked public by researchers is published annually
v Data Governance: ORCID is committed to maintaining persistence of the ORCID identifier Registry and data in its charge.
v Organization Governance: ORCID is governed by an elected Board of Directors, majority non-profit, drawn from and representative of ORCID member organizations. Governance documents are posted online.
v Community Driven: ORCID Steering and Working Groups and an Ambassador program are open to the research community.
v Staff: ORCID operations are managed by a full time staff.
ORCID Governance
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Standard: One organization joins. Option for basic or premium benefit levels. Discounts for non-profits and multi-year agreements. Local consortium: One lead organization coordinates membership and technical implementation with group participants. Fee based on number of organizations in the group and benefit level. Discount for groups of 5 or more. National consortium: One lead organization coordinates membership and technical implementation for group participants. Sliding fee based on national GDP and group size.
How to join
http://orcid.org/about/membership
Who is Integrating and How?
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• Publishers • Research Funders • Professional Associations • Universities and Research Orgs • Repositories, CRIS, Metrics Sites
For a list of organizations and integrations see http://orcid.org/organizations/integrators
① Integrate data fields for persistent identifiers for people, places, and things into your systems
② Collect persistent identifiers during transactions (using authenticated login, not typing!) AND use APIs to help autofill forms
③ Incorporate identifiers into published metadata
17 September 2014 orcid.org 16
Adoption “To-Do” List
Integrators Researchers ① Register for an
ORCID iD
② Use it when submitting papers, applying for grants, depositing datasets, etc.
ORCID APIs
• Public API • Can only access data marked as public • Can only READ
• Member API • Registration and token needed • With permission from user, access data marked as limited • Can READ, EDIT, APPEND. • Employer institutions may CREATE
• Can use both APIs in free Sandbox environment • See Introductory Documentation
Case Study 1:
Member site asks for permissions from a Scholar
Scholar reviews the request and establishes trust relationships
EDIT APPEND READ
READ ADD TO
ORCID Record
Member site becomes trusted; may add activities and receive record updates
A user establishes a trust relationship while at a member site
ORCID Widget OAuth 2.0
ORCID Widget OAuth 2.0
EDIT APPEND READ ?
API POST / GET
1 2 3
Case Study 2:
CREATE
ORCID Record
ADD TO
Institution creates An iD for employee
Scholar claims the iD, sets privacy levels, establishes trust relationships
EDIT APPEND READ
READ ADD TO
ORCID Record
Trusted organizations add activities and receive updated Scholar information
An iD is created by an institution, and then claimed and managed by the user
API POST ORCID Web Interface API POST / GET
1 2 3
ORCID Record
Publishing
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Publishers are: • Requesting iDs at time of
manuscript submission
• Embedding iDs in article data (print and online)
• Submitting iDs to CrossRef (over 100K!)
• Large indexes (WOS, Scopus) support ORCID
• All disciplines represented
17 September 2014 orcid.org 21
Acknowledge Reviewers
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“Where possible, it is also recommended that contributors be uniquely identifiable, and data uniquely attributable, through identifiers which are persistent, non-proprietary, open and interoperable (e.g. through leveraging existing sustainable initiatives such as ORCID for contributor identifiers and DataCite for data identifiers).” European Commission H2020 Grantee Guidelines
FCT requires grantees to register for ORCID iD and link to organization and works
Fundação para a Ciência e a Tecnologia (FCT) is using ORCID as a component of a nation-wide CRIS eco-system, enabling interoperability among multiple research systems including the RCAAP national Open Access repository, the DeGóis CV system, and the Authenticus indexed publications repository
“AGU is implementing ORCIDs in our member records, editorial databases, and papers. Having the ability to uniquely identify scientists helps the society, editors, authors, and members in many ways, from improving efficiency to providing services and support.”
Brooks Hanson, Director of Publications, American Geophysical Union http://orcid.org/0000-0001-6230-7145
More at http://orcid.org/blog/2014/03/10/orcid-repositories-and-researchers
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Case Study: DSpace
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ORCID support is scheduled to become part of the DSpace 5 core, the new version expected to be released before the end of 2014. At that time, DSpace will also release patches for DSpace 3 and DSpace 4. Supported ORCID functionality: • ORCID lookup during manual
submission of new publications • ORCID lookup for edit
operations on already accepted/published items in DSpace
• Batch adding of ORCID metadata using the DSpace metadata CSV upload facilities.
How are Universities Integrating?
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For more on university integrators see http://orcid.org/organizations/researchorganizations
• Get an ORCID iD and insert it in LDAP system, CRIS, dissertation thesis, or directory
• Get Data from an ORCID Record and export into a CRIS or update a repository
• Enable import of CRIS data into an ORCID Record
• Link to identifiers in your system • Create an iD for your faculty, staff, and students
and pre-populate with affiliation and works information
“We want to use ORCIDs to simplify the life of Oxford’s researchers for working with institutional systems and publishers’ systems by re-using already available information for publication data management and reporting. The motto is: Input once – re-use often.” Wolfram Horstmann, Assoc. Director, Bodleian Libraries, University of Oxford http://orcid.org/0000-0001-8673-6104
• API Overview: http://support.orcid.org/knowledgebase/articles/180285-introduction-to-the-orcid-api
Technically, integrating ORCID involves adding <person ID> and <source> fields to data models, mapping to ORCID API, and implementing OAuth and RESTful calls.
Socially, it is critical that researchers are engaged in the process.
• IAM options under discussion: • ORCID field is added to LDAP; hyperlinked to
orcid.org • Sponsored program grants system requirement • Michigan Experts Researcher Profiles • UM Research Data Repository • Medical school CV system
• Supporting $1.3 billion research enterprise • 2 campuses: separate IT departments,
administrations, and cultures • Library managing project, with Campus IT (ITS) –
core partner for integrating ORCIDS in institutional access managemet (IAM)
17 September 2014 orcid.org 35
Case Study: Theses In February 2014, Texas A&M University (TAMU) minted ORCIDs for ~10K graduate students. They are on the front line of developments to use persistent identifiers to link students, theses, and educational organizations. The TAMU effort is being led by the library, in coordination with other campus offices and divisions, including the Provost’s office and Graduate School. One component of their effort has been development of Library Guides to provide context for the TAMU rollout of ORCID.
• Challenge of managing research outputs • > 5000 research active staff • > 5000 research students • Estimated 12,000 peer reviewed articles per annum • Highly devolved institution
• Oxford Person Identifiers Group • Representatives from Bodleian Libraries; IT Services;
Research Services; Legal Services; Student Administration; OUP. Project endorsed by the Research Information Management Sub-Committee of the Research Committee
• Part of Jisc-ARMA ORCID Pilot • Oxford approach is a lightweight model that
supports control and ownership of personal information by researchers
17 September 2014 orcid.org 38
Case Study: Research Reporting
Process of ORCID assignment/linking for Oxford authors
User logs in via SSO
request new ORCID/link existing ORCID button
ORCID associated with person in CUD
a) New ORCID: Create ORCID b) Existing ORCID: Sign in to ORCID [validation] Person associated with ORCID
ORCID iD
• First/Last Name • email • University of
Oxford ID
ORCIDwVIVO Integration Cornell University has integrated VIVO with ORCID in a way that works for and can be used in other VIVO instances to link VIVO iD with ORCID identifier. Available in VIVO 1.7 in July 2014 and on github ORCID Java Library.
Support by CRIS systems
17 September 2014 orcid.org 39
In Pure, Authors can now include their ORCID iD when creating reference data. If they choose to import publication records from Scopus into PURE, the ORCID UI can be used to make an accurate association between the imported record and speciCic institutional authors.
..,also support for ORCID in DSpace, Profiles, and PeopleSoft
• 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