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The Crossref/ORCID Auto-Update:
all you need to know
What we’ll cover
• Introduction (Rachael Lammey, Crossref)

• What researchers need to know (Laura Paglione,
ORCID)

• What Crossref publishers need to know (Chuck
Koscher, Crossref)

• Q&A
Introduction
• https://orcid.org/blog/2015/10/26/auto-update-
has-arrived-orcid-records-move-next-level
orcid.org
Crossref/ORCID auto-
update
all you need to know
2015 october 29
laura paglione
technical director, ORCID
L.Paglione@ORCID.org
http://orcid.org/0000-0003-3188-6273
Contact Info: p. +1-301-500-2139 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
orcid.org 2
publishers collect authenticated ORCID iDs from
authors (and co-authors / contributors)
publishers include ORCID iDs with the author name
when obtaining new DOIs
Crossref adds new publications to ORCID records,
with the author’s permission
in a nutshell: how auto-update works
PHOTO: 3/2 nuts © M.G. Kafkas
https://flic.kr/p/4XytpS
orcid.org
example data flow: publishing
ORCID Record
publisher
university
libraries
funders
submit
manuscript
ACCEPTED!
notify
preprint
library
NEW
INFO!
faculty profiles
inform grant
outputs
update
profiles
http://crosstech.crossref.org/2015/09/orcid-auto-update.html data PID
obtain
DOI
auto-update
ORCID
document PID
orcid.org 4
publishers collect authenticated ORCID iDs from
authors (and co-authors / contributors)
publishers include ORCID iDs with the author name
when obtaining new DOIs
Crossref adds new publications to ORCID records,
with the author’s permission
in a nutshell: how auto-update works
new processes for researchers...
PHOTO: 3/2 nuts © M.G. Kafkas
https://flic.kr/p/4XytpS
29 October 2015 5
send messages to request permissions
29 October 2015 6
new: the ORCID inbox
29 October 2015 7
digest email to researcher
29 October 2015 8
granting permission – explicit opt in
what researchers should know
orcid.org
what is an ORCID iD, and why provide it?
•  iDs accompany your name to uniquely identify you
•  are you Prof Paglione the astronomer at AMNH or at Maryland?
•  iDs are owned by you, and used your entire career
•  changed names? changed affiliations? the iD remains the same!
•  iDs are used by services like Google Scholar, many universities,
funders and others to unambiguously link your activities to you
•  yup, this is her publication; the iDs match up. no need to ask her!
PHOTO: Job Meeting
www.flickr.com/photos/jobmeeting/14375164286
what researchers should know
orcid.org
what is an ORCID record, and why keep it updated?
•  the record links activities to your iD, even activities that existed
before your iD did
•  many systems you use refer to the ORCID record rather than
ask you to update them directly
•  updating is easy because many publishers are partnering with
Crossref to automatically update your record
PHOTO: Job Meeting
www.flickr.com/photos/jobmeeting/14375164286
what researchers should know
orcid.org
which journals offer automatic update if an iD is provided?
ü  journal requests an authenticated ORCID iD
•  iD requested before the DOI is minted
•  co-author iDs might also be requested!
ü  publisher includes the ORCID iD when minting a DOI
•  indicate in DOI metadata that the iD is authenticated
PHOTO: Job Meeting
www.flickr.com/photos/jobmeeting/14375164286
the iD in DOI metadata
ORCID iD in DOI metadata:
<person_name>
<given_name>Karl</given_name>
<surname>Ward</surname>
<ORCID authenticated=“true”>
http://orcid.org/0000-0002-4121-9960
</ORCID>
</person_name>
orcid.orgPHOTO: Job Meeting
what researchers should know
orcid.org
who is Crossref, and why should I give them permission?
ü  not-for-profit membership organization for scholarly publishing
working to make content easy to identify, cite, link and access.
ü  Crossref is facilitating the update – transparent to researchers
ü  Crossref only adds items to your record if you have added your iD
to the publication AND you have given Crossref permission
ü  permission across publishers–only grant (revocable) permission once
PHOTO: Job Meeting
www.flickr.com/photos/jobmeeting/14375164286
resources
PHOTO: Stairway to somewhere © Jonathan Fenton
https://flic.kr/p/7Guxgu
getting authenticated ORCID iDs
http://members.orcid.org/api/tutorial-retrieve-orcid-id-curl-v12-and-earlier
publishing vendors that support ORCID iDs
http://members.orcid.org/publisher-tools
incorporating ORCID iDs into publishing workflows
http://members.orcid.org/publishers
using ORCID iDs in peer review
http://members.orcid.org/api/peer-review-getting-started
getting help at ORCID
http://orcid.org/help/contact-us
• 
• 
• 
• 
• 
thank you
● http://orcid.org
● BLOG: http://orcid.org/about/news
● TWITTER: @ORCID_Org
orcid.org
the ORCID record
https://orcid.org/my-orcid
28 October 2015 orcid.org 17
ORCID and peer review
Crossref/Orcid	auto-update	
Chuck	Koscher	
Director	of	Technology	
	
		
October	29,	2015	
Crossref: Orcid auto-update
Crossref/Orcid	auto-update	
When	publishers	deposit	an	author’s	Orcid	with	the	arEcle	
Metadata,	Crossref	will	automaEcally	ask	permission	from	that	
Author	to	post	works	to	their	Orcid	record.	
Once	permission	is	granted,	Crossref	will	automaEcally	post	these	
works	to	the	authors	record.	
Any	arEcle	deposited	with	an	author’s	Orcid	in	the	past	will	also	get	
automaEcally	pushed	to	the	user’s	record,	aJer	permission	has	
been	granted.	
What	it	is	:
Crossref/Orcid	auto-update	
The	only	acEon	a	publisher/member	has	to	do	is	include	the	author’s	Orcid
Crossref/Orcid	auto-update	
Best	pracEce:			Validate	the	author’s	Orcid	when	the	manuscript	is	submiNed	
• 	Accomplished	by	performing	OAuth	authenEcaEon	with	the	author	
• 	Ensures	that	the	given	Orcid	is	in	fact	correct	for	that	author	
• 	Can	only	be	done	for	the	corresponding	author	
• 	Requires	technical	development	by	the	manuscript	submiNal	system	
• 	Does	not	ask	for	any	permissions,	just	validates	they	are	who	they	say	
	Helps		prevent	sending	permission	requests	to	the	wrong	person
Crossref/Orcid	auto-update	
	ValidaEon	means	having	the	author	login	to	Orcid	
which	confirms	they	have	access	to	that	Orcid	account
Crossref/Orcid	auto-update	
Points	to	consider:		
Permissions	given	by	the	author	are	not	specific	to	a	given	
publisher.	Thus,	if	an	author	gives	permission	for	an	arEcle	
published	with	one	publisher,	then	any	arEcle	from	any	publisher	
for	that	author	will	automaEcally	be	pushed	to	the	author’s	record	
Works	already	claimed	by	the	author,	or	inserted	by	some	other	
organizaEon	will	also	be	pushed	by	Crossref	auto-update
Crossref/Orcid	auto-update	
Points	to	consider:		
Prior	to	auto-update	being	available	Crossref	received	a	large	
number	of	deposits	that	contained	Orcids	for	authors.	
	
• 		191,665		unique	authors	
• 		532,382		arEcle/author	pairs	
• 		266,929		unique	arEcles
Crossref/Orcid	auto-update	
Points	to	consider:		
At	some	point	Crossref	will	process	this	back	log	
However,	anything	in	the	backlog	will	get	processed	now	if	another	
arEcle	with	a	matching	Orcid	is	freshly	deposited	(or	updated).
Crossref/Orcid	auto-update	
Points	to	consider:		
Authors	will	receive	noEces	to	their	inbox,	and	subsequently	
emails,	asking	for	permission	for	Crossref	to	post	works	to	their	
profiles.	
If	the	author	ignores	the	request,	or	deletes	it	without	
responding,	we	will	send	another	request	in	2	months	
Once	we	have	sent	a	permission	request	to	an	author,	we	will	not	
send	another	request	for	any	subsequent	deposits	with	that	Orcid	
If	the	author	denies	Crossref	permission,	we	will	send	
another	request	in	6	months.
Crossref/Orcid	auto-update	
As	of	October	28th	
• 	32,164	claims	have	been	deposited	
• 	13,771	unique	authors	
• 	22,244	unique	arEcles	
• 	2,418	permissions	have	been	granted	
• 	?	works	have	been	pushed	(we’re	not	counEng	this	yet)	
• 	only	1	permission	denial	
• 	but,	a	few	authors	are	‘playing’	around,	give	permission	then	revoke	it
Crossref/Orcid	auto-update	
QuesEons

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