1. Introducing orcid What, why and how
Tom Demeranville | Madrid bootcamp | November 2016
TOM DEMERANVILLE
Senior Project Officer – Project THOR

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

3. 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

4. AND THEYRE not UNIQUE

5. 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

6. 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!

7. 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!

8. ORCID provides
Persistent digital identifiers that distinguish researchers from each other

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

11. 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

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

13. 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

14. 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.

15. 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!

16. 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 signatures, web pages, CVs and more

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

18. 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.

19. 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

20. 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.

21. 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

22. Working ETD* Example
(*electronic thesis and dissertation)

24. 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

25. ANY QUESTIONS?