Introducing orcid What, why and how Tom Demeranville | Madrid bootcamp | November 2016 TOM DEMERANVILLE Senior Project Officer – Project THOR http://orcid.org/0000-0003-0902-4386

What is the problem? Connecting researchers with their professional activities can be very difficult

Matthew J Buys, MJ Buys, M Buys, Matthew John Buys, بايز ، ماثيو Names are messy Matthew J Buys, MJ Buys, M Buys, Matthew John Buys, بايز ، ماثيو

AND THEYRE not UNIQUE

Furthermore… Names change over time Transliteration is difficult J. Å. S. Sørensen J. Aa. S. Sørensen J. Åge S. Sørensen J. Aage S. Sørensen J. Åge Smærup Sørensen J. Aage Smaerup Sørensen

THIS presents problems Publishers Identity of an author? Affiliation? Reviewer credibility? Employers Tracking research outputs? Tenure, promotion? External funding? Funders Pre-award evaluation? Applicant affiliation? Post-award evaluation? Can we address this problem? Yes! It requires a community effort. First, is an appropriate naming strategy: A unique persistent digital name for each person. Then, the journal editors need to establish guidelines for including these digital names in publications. And editors and reviewers need to remind authors to pay attention to the guidelines. We can do this. We are doing this!

Researcher PAIN Researchers like: - Credit for their work And they want to avoid: - Completing the same forms over and over again Because: They want to get on with research! And be rewarded for doing so! Can we address this problem? Yes! It requires a community effort. First, is an appropriate naming strategy: A unique persistent digital name for each person. Then, the journal editors need to establish guidelines for including these digital names in publications. And editors and reviewers need to remind authors to pay attention to the guidelines. We can do this. We are doing this!

ORCID provides Persistent digital identifiers that distinguish researchers from each other

more than a number Plumbing for research information Links between systems Tools to build trust in digital information

Orcid IS OPEN Non-proprietary and platform-neutral Registry use is free for individuals Public API is free to use by anyone Independent non-profit membership organization Open data, software, APIs, and documentation

Orcid IS International Members worldwide Multilingual staff in 5 continents Multiple languages supported (apologies, I can’t speak Spanish)

ORCID LINKS TO MANY THINGS WORKS artistic performance book conference materials data set dissertation invention journal article lecture/speech manual research technique software spin-off company website etc. OTHER PERSON IDENTIFIERS FUNDING PEER REVIEW EMPLOYMENT EDUCATION

ORCID is controlled by the researcher That means you. Fine grained privacy controls You grant update permission to those you trust. e.g. publishers, institutions, funders.

How Can it help you? ORCID makes your life easier Enter information once, re-use often Report your activities easily Disambiguate your name Prove your affiliation Link your identities And… Auto-update your record!

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

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

Using the iD 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 It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.

ORCID IN ACTION submit manuscript notifications to member systems University Library submit manuscript notifications to member systems submit metadata ORCID Record Faculty Profiles update author ORCID record It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub. Funders

Auto-update in action This requires collaborations among all actors in the research community: identifier providers, for sure, but also publishers, societies, universities, repositories, funders, and researchers themselves. This is not a trivial endeavor. Everyone needs to expend some work. But, it is happening. Here is an example of one such collaboration involving ORCID, Ringgold, and the IT, library, research office, and faculty affairs at a large research university. Lots of moving parts, culminating in a public, electronic, and validated record of a person’s affiliation. This record is available through a public API and can be used during a manuscript submission or peer review invitation process to auto-populate and/or validate affiliation. Save your authors time, improve data quality, and improve trust in one package.

Its not just journals And… PHD/ETD repositories Institutions link with ORCID via CRIS systems and repositories Funders link with ORCID Data repositories link with ORCID Professional associations link with ORCID National reporting systems link with ORCID And… PHD/ETD repositories

Working ETD* Example (*electronic thesis and dissertation)

THE API is OPEN a little bit of technical information Public RESTful API for read-only public data Public OAuth endpoint for authentication Member RESTful API for updates and notifications (we’re funded by our members) Regular data dumps of public database Completely open source codebase

ANY QUESTIONS?