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CONNECTING RESEARCH AND RESEARCHERS
CrossRef Annual Meeting
14 November 2012

                                              Laurel L. Haak, PhD
                                      Executive Director, ORCID
                                                l.haak@orcid.org
                          https://orcid.org/0000-0001-5109-3700
                                                  http://orcid.org
                                                  @ORCID_Org
The Problem: Connecting
Research with Researchers
Without a way to discretely identify those participating in
research across disciplines, organizations, and countries,
the research community lacks the ability to
accurately and easily identify and link researchers
and scholars with their professional activities.




                                                              2
ORCID Scope & principles
•  ORCID provides a central registry of persistent, unique and open
   identifiers for active researchers and scholars
•  Adoption encouraged by embedding within research
   workflows (institutions, funders, publishers)
•  An ORCID record requires basic information (name, email) and
   can be enhanced with additional information (affiliations, degrees,
   digital objects, other identifiers)
•  Records can be created by individuals AND organizations; proxy
   management supported
•  Privacy is controlled by the individual (opt-in)
•  ORCID is a open initiative and we enable third parties to build
   value added services using ORCID infrastructure                       3
ORCID Registry Launched
October 16, 2012
For Individuals
•  Public Registry – Create an ORCID iD and search the Registry
•  Create an ORCID Record, link iD to other identifier schemes
   and synch data, and enhance iD with information on research
   activities
For Member Organizations
•  Updated APIs / XML
•  Create iDs for employees and students
•  Trusted relationship management to share information
The ORCID
https://orcid.org/0000-0001-5109-3700
•  16-digit number
•  Expressed as an HTTP URI
•  Compatible with ISO 277729 standard
•  Last character is a checksum (ISO/IEC 7064:2006, MOD 11,2)
6
For benefits to be realized…
Researchers must see the benefit of creating ORCID iD
Researchers must create or claim ORCID Account
Other research information systems must embed ORCID
IDs and link back with ORCID to synchronize and update
research activity data
ORCID Users and Members
Three weeks after launch, ORCID had 15,728 registered users
and 22 member organizations—funders, research organizations,
associations, publishers, and third-party developers. JISC have
endorsed ORCID for UK adoption, and we are working with
other countries and national ID schemes to crosslink ORCID iDs.




                                                             8
ORCID iDs are being embedded
v Publishers actively integrating ORCID in manuscript
   submission systems: Nature, Hindawi, Copernicus, Epistemio,
  Wiley-Blackwell, APS, APA

v Research Organizations testing integration approaches:
  Caltech, Boston University, NYU SOM, MSKCC

v Research Funders exploring ORCID implementation
  Wellcome Trust, NIH, CIHR

v Vendors including ORCID iDs in systems: Aries Systems,
  eJournal Press, Scholar One, AVEDAS, Symplectic

v Third Party Systems embedding ORCID iDs in
   researcher profile and ID systems: Scopus, Researcher ID,
  Faculty of 1000, figshare, KNODE, Impact Story
Users come to ORCID from
integration sites




                           10
Example Workflows
v Linking to other ID and importing publications
v Linking to author record
v Embedding in manuscript submission
v Consuming data to generate usage statistics




                                                    11
1. Linking to other IDs
Linking to an external ID can help an ORCID user quickly
set up a record by importing their research works
metadata. A wizard can be implemented for the user to
review and confirm the works associated with the ID, and
then import the list to their ORCID record. Any changes
made can also be collected by the ID provider to correct
internal databases.


 
 
1. Click on “Import” on
ORCID Record Page
2. Select external ID to link
to ORCID (not shown)
3. Approve data transfer
iDs.
2. Link Author Record to ORCID




               1. The user clicks the
               ORCID link to update
               their Author Account.
2. The user signs
in or registers
on ORCID




                    3. The user authorizes
                    Hindawi MTS client app
                    to access ORCID data.
4. The user is redirected to
                                  Update Account page, now
                                  with ORCID ID displayed.

Coming….
•  When an author publishes an articles with Hindawi his/her list of publications on
   ORCID will be updated with the new article.
•  Adding a Link on Author page pointing to the ORCID Record.
•  While submitting a paper an author will be able to search for his/her co-authors on
   ORCID.
3. Integration in manuscript
submission process




             On nature.com and in NPG eJournal
             Press manuscript submission system
            users can create or link to an ORCID
            ID. Clicking on “create” takes a user
                     to ORCID Registry.
1. Register on ORCID
2. Authorize data transfer

      3. After authorization ORCID is
      attached in NPG database and is
             not editable by user
NPG Customer Service can
 search using ORCID iD
Corresponding author
can create or link to an
  ORCID iD via NPG
  eJournal Press MTS
        system
                           Coming…
                           •  Corresponding author
                              can search for co-
                              authors using ORCID iD
Coming…
•  Corresponding author
   can search for co-
   authors using ORCID iD
4. Apps that consume ORCID data




                                  27
28
Need more information?
•  Find out more about at http://about.orcid.org
•  Membership information at http://about.orcid.org/membership
•  Learn more about tools to embed ORCID IDs at
   http://support.orcid.org/knowledgebase/articles/114746-explore-
   the-api-with-tools-and-consoles
•  Follow @ORCID_Org on Twitter and ORCID news blog
•  Contact the ORCID Executive Director at l.haak@orcid.org


                                                                 29
Appendices
Public API
Member API: POST, GET PUT




                            30
Public API: Read / Query
No specific permission is needed; no access token required
 Name       Param      Request            Description
 Bio        orcid_id   orcid-bio (or      Given a contributor, give me name
                       blank)             and affiliation data.
 Activities orcid_id   orcid-activities   Given a contributor, tell me what
                                          research activities they have
                                          contributed to.
 Full       orcid_id   orcid-record       Given a contributor, tell me his/her
                                          bio and research activities
 Search     search     [search terms]     Given search criteria, give me a
                                          ranked list of contributor and their
                                          bios
Member API: Append and Create
Activity            Method Request               Scope                Expires
                                                                      In
Add a Research      POST      /[orcid_id]/       /orcid-activities/   1 hour
Activity                      orcid-activities   create
Add an External     POST      /[orcid_id]/       /orcid-bio/external- 1 hour
Identifier                    orcid-bio/         identifiers/create
                              external-
                              identifiers
Create a new       POST     /orcid-profile     /orcid-record/         When
ORCID Record (forinstitution members
 For employer                                  create
                                             only                     revoked
employers only)                                                       by
                                                                      ORCID
Member API: Read and Update
Requires Access Token: Authenticate information sent in HTTP header
Activity      Method Request               Scope                Expires In
Read Entire   GET       /[orcid_id]/       orcid-record/        When revoked
Record                  orcid-record       read-limited         by user
Read Bio      GET       /[orcid_id]/       /orcid-bio/read-     When revoked
                        orcid-bio          limited              by user
Read Research GET       /[orcid_id]/       /orcid-activities/   When revoked
Activities              orcid-activities   read-limited         by user
Read Public   GET       /[orcid_id]/*      /read-public         When revoked
Info                                                            by ORCID
Update Bio    PUT       /[orcid_id]/       /orcid-bio/          5 min
                        orcid-bio          update
Update        PUT       /[orcid_id]/       /orcid-activities/   5 min
Research                orcid-activities   update
Activities

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CrossRef Annual Meeting 2012 ORCID Laure Haak

  • 1. CONNECTING RESEARCH AND RESEARCHERS CrossRef Annual Meeting 14 November 2012 Laurel L. Haak, PhD Executive Director, ORCID l.haak@orcid.org https://orcid.org/0000-0001-5109-3700 http://orcid.org @ORCID_Org
  • 2. The Problem: Connecting Research with Researchers Without a way to discretely identify those participating in research across disciplines, organizations, and countries, the research community lacks the ability to accurately and easily identify and link researchers and scholars with their professional activities. 2
  • 3. ORCID Scope & principles •  ORCID provides a central registry of persistent, unique and open identifiers for active researchers and scholars •  Adoption encouraged by embedding within research workflows (institutions, funders, publishers) •  An ORCID record requires basic information (name, email) and can be enhanced with additional information (affiliations, degrees, digital objects, other identifiers) •  Records can be created by individuals AND organizations; proxy management supported •  Privacy is controlled by the individual (opt-in) •  ORCID is a open initiative and we enable third parties to build value added services using ORCID infrastructure 3
  • 4. ORCID Registry Launched October 16, 2012 For Individuals •  Public Registry – Create an ORCID iD and search the Registry •  Create an ORCID Record, link iD to other identifier schemes and synch data, and enhance iD with information on research activities For Member Organizations •  Updated APIs / XML •  Create iDs for employees and students •  Trusted relationship management to share information
  • 5. The ORCID https://orcid.org/0000-0001-5109-3700 •  16-digit number •  Expressed as an HTTP URI •  Compatible with ISO 277729 standard •  Last character is a checksum (ISO/IEC 7064:2006, MOD 11,2)
  • 6. 6
  • 7. For benefits to be realized… Researchers must see the benefit of creating ORCID iD Researchers must create or claim ORCID Account Other research information systems must embed ORCID IDs and link back with ORCID to synchronize and update research activity data
  • 8. ORCID Users and Members Three weeks after launch, ORCID had 15,728 registered users and 22 member organizations—funders, research organizations, associations, publishers, and third-party developers. JISC have endorsed ORCID for UK adoption, and we are working with other countries and national ID schemes to crosslink ORCID iDs. 8
  • 9. ORCID iDs are being embedded v Publishers actively integrating ORCID in manuscript submission systems: Nature, Hindawi, Copernicus, Epistemio, Wiley-Blackwell, APS, APA v Research Organizations testing integration approaches: Caltech, Boston University, NYU SOM, MSKCC v Research Funders exploring ORCID implementation Wellcome Trust, NIH, CIHR v Vendors including ORCID iDs in systems: Aries Systems, eJournal Press, Scholar One, AVEDAS, Symplectic v Third Party Systems embedding ORCID iDs in researcher profile and ID systems: Scopus, Researcher ID, Faculty of 1000, figshare, KNODE, Impact Story
  • 10. Users come to ORCID from integration sites 10
  • 11. Example Workflows v Linking to other ID and importing publications v Linking to author record v Embedding in manuscript submission v Consuming data to generate usage statistics 11
  • 12. 1. Linking to other IDs Linking to an external ID can help an ORCID user quickly set up a record by importing their research works metadata. A wizard can be implemented for the user to review and confirm the works associated with the ID, and then import the list to their ORCID record. Any changes made can also be collected by the ID provider to correct internal databases.    
  • 13. 1. Click on “Import” on ORCID Record Page 2. Select external ID to link to ORCID (not shown) 3. Approve data transfer
  • 14.
  • 15.
  • 16. iDs.
  • 17.
  • 18.
  • 19. 2. Link Author Record to ORCID 1. The user clicks the ORCID link to update their Author Account.
  • 20. 2. The user signs in or registers on ORCID 3. The user authorizes Hindawi MTS client app to access ORCID data.
  • 21. 4. The user is redirected to Update Account page, now with ORCID ID displayed. Coming…. •  When an author publishes an articles with Hindawi his/her list of publications on ORCID will be updated with the new article. •  Adding a Link on Author page pointing to the ORCID Record. •  While submitting a paper an author will be able to search for his/her co-authors on ORCID.
  • 22. 3. Integration in manuscript submission process On nature.com and in NPG eJournal Press manuscript submission system users can create or link to an ORCID ID. Clicking on “create” takes a user to ORCID Registry.
  • 23. 1. Register on ORCID 2. Authorize data transfer 3. After authorization ORCID is attached in NPG database and is not editable by user
  • 24. NPG Customer Service can search using ORCID iD
  • 25. Corresponding author can create or link to an ORCID iD via NPG eJournal Press MTS system Coming… •  Corresponding author can search for co- authors using ORCID iD
  • 26. Coming… •  Corresponding author can search for co- authors using ORCID iD
  • 27. 4. Apps that consume ORCID data 27
  • 28. 28
  • 29. Need more information? •  Find out more about at http://about.orcid.org •  Membership information at http://about.orcid.org/membership •  Learn more about tools to embed ORCID IDs at http://support.orcid.org/knowledgebase/articles/114746-explore- the-api-with-tools-and-consoles •  Follow @ORCID_Org on Twitter and ORCID news blog •  Contact the ORCID Executive Director at l.haak@orcid.org 29
  • 31. Public API: Read / Query No specific permission is needed; no access token required Name Param Request Description Bio orcid_id orcid-bio (or Given a contributor, give me name blank) and affiliation data. Activities orcid_id orcid-activities Given a contributor, tell me what research activities they have contributed to. Full orcid_id orcid-record Given a contributor, tell me his/her bio and research activities Search search [search terms] Given search criteria, give me a ranked list of contributor and their bios
  • 32. Member API: Append and Create Activity Method Request Scope Expires In Add a Research POST /[orcid_id]/ /orcid-activities/ 1 hour Activity orcid-activities create Add an External POST /[orcid_id]/ /orcid-bio/external- 1 hour Identifier orcid-bio/ identifiers/create external- identifiers Create a new POST /orcid-profile /orcid-record/ When ORCID Record (forinstitution members For employer create only revoked employers only) by ORCID
  • 33. Member API: Read and Update Requires Access Token: Authenticate information sent in HTTP header Activity Method Request Scope Expires In Read Entire GET /[orcid_id]/ orcid-record/ When revoked Record orcid-record read-limited by user Read Bio GET /[orcid_id]/ /orcid-bio/read- When revoked orcid-bio limited by user Read Research GET /[orcid_id]/ /orcid-activities/ When revoked Activities orcid-activities read-limited by user Read Public GET /[orcid_id]/* /read-public When revoked Info by ORCID Update Bio PUT /[orcid_id]/ /orcid-bio/ 5 min orcid-bio update Update PUT /[orcid_id]/ /orcid-activities/ 5 min Research orcid-activities update Activities