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Orcid: why identifiers matter

by Laura J. Wilkinson

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Orcid: why identifiers matter

  1. 1. ORCID: WHY IDENTIFIERS MATTER York| DECEMBER 5, 2017 @laurajwilkinson @ORCID_Org Laura J. Wilkinson Education & Outreach Specialist l.wilkinson@orcid.org https://orcid.org/0000-0002-8922-7839
  2. 2. Imagine a world where: You could search the internet and find all of a researcher’s work with a single query – in any browser You could auto-populate standard publication and grant forms – any platform, any country You could in near real time see what your researchers or grantees are publishing – and also know their current affiliation and other funding
  3. 3. WHY PERSISTENT IDs? Challenges for the individual: - Multiple profile systems - Manual data entry - Administrative burden - No control of personal data - Name ambiguity - Recognition/credit Challenges for the organisations: - Name ambiguity - Trust in metadata - Reporting latency - Silo systems - Return on investment - Discoverability
  4. 4. Prior to ORCID, the research community lacked the ability to link researchers and scholars with their professional activities. • Name variations: • Laura J Wilkinson, LJ Wilkinson, L Wilkinson, Laura Jillian Wilkinson • Institutional variations: • ORCID, ORCID Incorporated, ORCID Inc, ORCID EMEA WHY IS THERE A PROBLEM?
  5. 5. ● Documenting impact through research performance frameworks ● Reducing researcher burden … but these two goals seem at cross-purposes? RESEARCH MANAGEMENT TRENDS
  6. 6. WHAT IS ORCID? • An identifier for researchers • A registry • A set of standard procedures for connecting researchers to their affiliations and activities • A committed community building connectors • An international-scale open research effort
  7. 7. ORCID IS OPEN • Non-profit and platform-neutral • International service that integrates with other researcher identifiers • Registry use is free for individuals • Independent non-profit membership organization • Open data, software, APIs, and documentation
  8. 8. MANAGING RESEARCH INFORMATION IS NOT EASY • Research information systems can be stuck in the past; some are not even online or networked • Research information is stored in ‘silos’ – systems do not talk to one another • Researchers and administrators waste a lot of time typing the same information into systems again, and again, and again… How much time does it take to collect and verify information?
  9. 9. HOW CAN WE MAKE THINGS BETTER? •Get digital and get online. •Use open, shared systems wherever possible •Try to automate everything you can •Let the machines do the talking And finally… Use identifiers for people, places and things!
  10. 10. ORCID PUTS THE RESEARCHER IN CONTROL Researchers sign in to their ORCID account to: • Connect their iD to research systems • Control who can access their information • Choose what information to make public
  11. 11. INTEROPERABILITY—ENTER ONCE REUSE OFTEN
  12. 12. Researcher university Permissions to use ORCID record Register & Manage ORCID record • Basic information • Name • Email addresses etc. • Account settings xxxx-xxxx-xxxx-xxxx Employment: XXX University Source: XXX University ORCID record This researcher works at: funder This researcher was awarded: Funding: YYY Foundation, Grant #123 Source: YYY Foundation This researcher contributed as: Works: XXXX Source: XXX Publisher publisher
  13. 13. THERE ARE MANY USEFUL IDENTIFIERS
  14. 14. AUTHENTICATION Collect iD using an authenticated API to ensure: ● the person and the iD belong together ● the iD is correctly entered ● privacy is respected For more info on membership, visit http://orcid.org/about/membership
  15. 15. PERMISSIONS …. and also, authentication provides ORGANISATIONS the opportunity to ask for permissions to read/write/update ORCID records. No authentication With authentication
  16. 16. ORCID RECORDINSTITUTION SYSTEM ADDING OR UPDATING Affiliation Works Funding
  17. 17. ORCID RECORD READING INSTITUTION SYSTEM Affiliation Works Funding
  18. 18. HOW CAN WE BENEFIT FROM IDENTIFIERS? •If identifiers already exist, USE THEM •Help the community to understand the gaps you need to see filled – we are here to listen and learn •Take advantage of the connections we’ve already built. They can bring you benefits right now. So how do identifiers already work together?
  19. 19. ORCID AUTO-UPDATE Author • Link own ORCID to author profile • Add ORCID to co-authors too Publisher Embed authors’ ORCID in the metadata when the manuscript is accepted Crossr ef Check authors’ ORCID in the metadata when assigning DOIs to new publications ORCI D Receive new publication info from Crossref and add to authors’ ORCID records Notified via email
  20. 20. PUBLISHER OPEN LETTER https://orcid.org/content/requiring-orcid-publication-workflows-open-letter Over 1,500 journals are now requiring ORCID iDs
  21. 21. REPOSITORIES & CRIS Example: King Abdullah University of Science & Technology
  22. 22. THE COMMUNITY OF INTEGRATORS • 835 members from 43 countries, consortia in the UK, Denmark, Finland, Sweden, Netherlands, Belgium, Germany, Italy, South Africa, Taiwan, Australia, New Zealand, Canada, and the US • 4m researchers, 1.6m records with at least one connection: 25.7m works, 366K grants, 161K reviews, 2m education and 1.6m employment items • Over 791 integrations across sectors of the research community
  23. 23. Taking a coordinated national approach to research information is crucial. The benefits include: • Better understanding of the impact and challenges of research in context • Efficiency and convenience gains for researchers and administrators • More time doing research!
  24. 24. INTEGRATIONS
  25. 25. INSTITUTIONAL CONNECT Request permissions to write to/update the user's ORCID record to assert affiliation (and, if applicable, works) with your organization.
  26. 26. COLLECT & CONNECT BADGES SYNCHRONIZE With ORCID record DISPLAY on sites & metadata CONNECT information to record COLLECT iD AUTHENTICATE ENTER ONCE REUSE OFTEN Synchronize with other systems EMPLOYERSPUBLISHERS FUNDERS
  27. 27. Getting my integration launched ● Register for sandbox credentials ● Learn about APIs, OAuth, and how to access the ORCID API ● Create a test ORCID iD through the sandbox user interface ● Determine how you want to use the ORCID API and what permissions you’ll need ● Build and test your application on the sandbox ● Create communication points to your users ● Check in with ORCID staff to demonstrate how your application works ● Register for credentials on the ORCID Production Registry ● Transfer your application to the ORCID Production Registry ● Launch—and let everyone know INTEGRATIONS
  28. 28. Deadline 31 December 2017 Summary of changes to v2.0 ● HTTPS required ● Streamlined permission scopes ● Multiple XSD, and use of namespaces and common elements ● Summary views, making large records more efficient to handle ● Items on ORCID record read and updated on an individual basis ● Support for grouped works, funding, and peer review items within the ORCID message schema, reflecting the functionality in the user interface ● Support for ORCID’s peer review functionality ● Better support for the biographical information associated with the ORCID record ● Flexible support for new external identifiers ● Faster search with streamlined search results -- and affiliations search is coming soon! ● Updated error codes and messaging UPGRADE TO API 2.0
  29. 29. https://orcid.org/help COMMUNITY RESOURCES
  30. 30. The UK research community has the power to improve the value and openness of its research information. Unique researcher identifiers have the potential to bring streamline information sharing and bring transparency to the creation and re- use of that information.
  31. 31. • Find out more at http://members.orcid.org • Register for an iD at http://orcid.org/register • Community resources at http://orcid.org/help THANK YOU! Laura J. Wilkinson Education & Outreach Specialist l.wilkinson@orcid.org https://orcid.org/0000-0002-8922-7839

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