AUDIENCE THEORY -CULTIVATION THEORY - GERBNER.pptx
Orcid charleston presentation 110410
1. ORCID, a Technological Stanley
David Kochalko, Thomson Reuters, ORCID Director
The Charleston Conference
Thursday, 4 November 2010
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2. 2
I would have run to him…I did not know
how he would receive me; so I did what
cowardice and false pride suggested
was the best thing, - walked deliberately
to him, took off my hat, and said,
‘Dr. Livingstone, I presume?’
Stanley Finds Livingstone, 1871
3. Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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5. What’s the problem ORCID will address?
John Richard Wilson
Wilson, John Richard
John R. Wilson
Wilson, John R.
Wilson, J.R.
J.R. Wilson
John Wilson
Wilson, John
J. Wilson
Wilson, J. 5
6. What’s the problem?
• Estimated 7 million researchers
• Estimated 6.5 million graduate students
• Times 10 (or more)…yikes!
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11. What will ORCID facilitate?
Given a name, tell me…
• What works someone has contributed
• The nature of those works
• Who is affiliated with this person and what
are their relationships?
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12. Who will benefit from ORCID?
Researchers
Librarians
Institutions
Funding agencies
Societies
Publishers
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13. How will Librarians benefit from ORCID?
• Creating profiles and communities
• Reporting on the impact of research
• Refining collection development
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14. Use cases for ORCID
1)To harvest biographical data and bring it into
the university’s HR system
• Draw upon educational degrees, awards,
honors, speaking engagements …
• Build profiles efficiently and accurately
(reduce input errors or omissions)
• Monitor the impact of faculty/researchers and
analyze cross-institution collaboration
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15. Use cases for ORCID
1)Harvest…
2)Auto-populate repositories
• Provide a public face for the institution
• Highlight scholarly, social, and economic
impact - valuable resources
• Support the institution’s mission
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16. Use cases for ORCID
1)Harvest …
2)Auto-populate …
3)Credential temporary access to university
resources for visitors who are collaborating
with others from the university community
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17. Use cases for ORCID
1)Harvest …
2)Auto-populate …
3)Credential …
4)Complement the data compiled and metrics
reported on their community
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18. Use cases for ORCID
1)Harvest …
2)Auto-populate …
3)Credential …
4)Complement …
5)Conduct bibliometric research
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19. Use cases for ORCID
1)Harvest …
2)Auto-populate …
3)Credential …
4)Complement …
5)Conduct …
6)Refine collection development using better
informed view into literature most relevant to
your scholarly community.
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20. Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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22. 22
Participant Organization Types
Organization Type Number
Academic 47
Assoc/Society 15
Corporate 19
Government 11
Non-profit 17
Other 7
Publisher 28
Total 144
Academic
29%
Assoc/Society
13%
Corporate
14%Government
9%
Non-profit
10%
Other
5%
Publisher
20%
23. 23
Geographic Location of Participants
AUSTRALIA 6
AUSTRIA 1
BELGIUM 1
BRAZIL 1
CANADA 2
CHINA 2
COLOMBIA 1
EGYPT 1
FRANCE 1
GERMANY 8
GREECE 1
INDIA 3
ISRAEL 1
ITALY 3
JAPAN 3
NETHERLANDS 1
SERBIA 1
SINGAPORE 1
SOUTH KOREA 1
SPAIN 2
SWEDEN 1
SWITZERLAND 1
TURKEY 1
UK 30
USA 70
Grand Total 144
25 Countries
24. ORCID’s Mission
ORCID, Inc. is a non-profit organization that aims to
solve the author/contributor name ambiguity problem
in scholarly communications by creating a central
registry of unique identifiers for individual researchers
and an open and transparent linking mechanism
between ORCID and other current author ID
schemes.
These identifiers and the relationships among them
can be linked to the researcher’s output to enhance
the scientific discovery process and to improve the
efficiency of research funding and collaboration within
the research community. 24
25. Board of Directors
Liz Allen, Wellcome Trust
Amy Brand, Harvard University
Craig Van Dyck, John Wiley & Sons, Inc.
Martin Fenner, Hannover Medical School
Thomas Hickey, OCLC Online Computer Library Center, Inc.
David Kochalko, Thomson Reuters
Salvatore Mele, CERN — European Organization for Nuclear Research
Ed Pentz, Publishers International Linking Association, Inc.
Howard Ratner, Nature Publishing Group
Bernard Rous, Association for Computing Machinery, Inc.
Chris Shillum, Elsevier
MacKenzie Smith, Massachusetts Institute of Technology Libraries
Hideaki Takeda, National Institute of Informatics (NII) (Japan)
Simeon Warner, Cornell University Library
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26. Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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27. Timeline (August 2010)
Feb March April May June July Aug Sept Oct Nov Dec Q2-4
Alpha Prototyping
Profile Exchange Research & Development
ORCID Members
Demonstration and
Alpha Testing
Organization
Creation
Build
Sandbox
Beta Development
Public
Beta
Rollout
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28. Development Approach
• To create an ORCID Alpha Prototype and clarify desired features within the
community around the following areas:
• Federated workflow
• Federated data privacy
• Services design and protocols
• Data schema designs
• GUI design
• Individual / Batch profile matching
• To establish workstreams and collaborative relationships across a multitude
of competing and cooperating organizations, including:
• Individual curated biographic profile exchange
• Alogrithmically curated biographic profile matching
• Bibiliographic profile access
• Identification, provenance, and federation
• Privacy
• Organizational legal issues
• To expose the Alpha prototype for further design and architecture feedback
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29. Alpha Use Cases
An author can either create a new ORCID ID or import profile information from
an existing profile system (e.g., Scholar Universe, Researcher ID, Scopus,
REPEC). Once an author has an ORCID ID they can export this profile
information from ORCID to relevant stakeholder systems.
Stakeholders are researchers (who can use ORCIDs to more efficiently and
accurately record and present their research-related profiles), institutions (where
ORCIDs might be used in researcher evaluation), publishers (where ORCIDs are
input into manuscript tracking systems), and funding agencies (where ORCIDs
might be used for evaluation or tracking of research).
Privacy and access rights as well as funding issues are being tackled. Some
information will be optional and researchers will have control over their private
data in the registry.
ORCID may be linked to other registries, such as the International Standard
Name Identifier (ISNI) a draft international standard for tracking creators, actors,
artists and performers.
30. Alpha Features
• Easy registration process: Researchers fill out a registration form or have it
pre-populated with data from an ORCID partner system (e.g. Scopus,
RePec, AuthorClaim).
• User-controlled privacy settings: The researcher controls how much/little
information about him/herself that they want to make publically available.
• Local-language support: The database supports UTF-8 character-set.
Searching by unicode characters is also supported.
• Search: The system supports search of public profiles by first/last name;
institution; keyword; ORCID number. In addition, the system allows for
browsing by keyword and supports auto-suggest for keyword and institution.
• Publication claiming: Researchers can perform a doi search against
CrossRef to add publications to their profile. A link to view the publication at
the publisher’s site is also captured.
• Integration with ORCID partner systems: Services include the ability for
partners to search ORCID, upload and download profile and publication
information.
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Alpha Features
31. ORCID has extended a clone of the Researcher ID system
developed by Thomson Reuters
• Joint affiliation sub
organization
• Joint affiliation start
date
• Joint affiliation role
• Past affiliation
information (name, city,
country, start date, end
date, role)
• Personalization
settings
• Opt in/out
• Description
• User defined URLs
• Privacy settings
• Institution name
• Sub organization
• Sub organization Address
• Sub organization role
• Joint affiliation name
• ORCID Number
• Name (first, last,
middle)
• Other names
• Email address
• Persistent URL
• Role
• Subjects
• Keywords
Inside the Alpha
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44. Batch Upload and Download Services
Institution/Organization
Researcher
Management Systems
Services integration with
ORCID System
Batch upload to ORCID
System from
Institution/Organization
Emails to Researchers to
verify ORCID ID claims
and IDs added to ORCID
Batch download of
enriched profiles and
ORCID IDs by
Institution/Organization
ORCID profiles available
on ORCID website
• Universities and Organizations
can upload batches of profiles to
facilitate generation of ORCID
IDs
• In Alpha, individual researchers
must respond to system
generated emails to claim their
IDs and make their profiles live
• Solution is web services based
and depends on development of
an administrative interface or
integration with external
administrative system
• Provenance of uploaded data
stored in database
• Profiles can be batch downloaded
by organizations 44
46. Open Questions
User Submitted
Profiles
Society
Submitted
Profiles
Publisher Submitted
Profiles
Publication
and Other
Metadata
• For any individual’s profile / data
• What data is available for
matching?
• What data may individual
claim?
• What data is available for
flagging provenance
• Where is any data that is
claimed stored (ie. ORCID
repository, linked)?
• What can an individual
choose to display on their
public ORCID profile?
• What can ORCID member
organizations access /
retrieve? 46
52. Want to Learn More, Get Involved?
Contact: Dave Kochalko
d.kochalko@orcid.org
david.kochalko@thomsonreuters.com
760.438.5526, x304
Register at www.orcid.org
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