Presentation at the 2016 ORCID South Africa Workshop (19 July 2016)

1. orcid.orgContact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
ORCID at scale:
Approaches to adoption and implementation
ORCID South Africa Workshop
19 July 2016
Matthew Buys
Regional Director, ORCID
m.buys@orcid.org
Twitter @mjbuys
http://orcid.org/0000-0001-7234-3684

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Our vision
ORCID’s vision is a world where
all who participate in research, scholarship, and
innovation are uniquely identified
and connected to their contributions and
affiliations across time, disciplines, and borders.

3. orcid.org 3
Persistent digital identifiers to distinguish researchers
from each other
Member-built integrations for automated links between
researchers and their activities/affiliations
A hub for machine-readable connections between
identifiers for organizations, funding, outputs, and people
ORCID provides
✔ Plumbing for research information
✔ Tools to build trust in digital information

4. Integrations by region
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15%
52%1%
2%
30%
Asia Pacific
Europe
Latin America
Mid East & Africa
US/Canada

5. Integrations by sector
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7%
5%
16%
10%62%
Associations
Funders
Publishers
Repositories/Profile organizations
Research institutions

6. 18 July 2016 orcid.org 6Both commons.wikimedia.org

7. Collect & Connect goals
• Clarify how plumbing works
• Standardize experience
• Standard connection installation guidelines
• Increase predictability and trust in the “utility”
• Community approach to reliable connections
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8. E N T E R O N C E
R E U S E O F T E N
INTEROPERABILITY
P U B L I S H E R
A S S E RT A U T H O R S H I P
E M P LOY E R
A S S E RT A F F I L I AT I O N
F U N D E R
A S S E RT AWA R D
C O N N E C TC O N
N
E C T
C O L L E C TC O L L E C T
C O L L E C T
R E S E A R C H E R
C O N N E C T
0 1 2 3 - 4 5 6 7 - 7 6 5 4 - 3 2 1 0
NIHVideo
Wiley instructions
Publisher
requirement page Oxford LibGuide
Stellenbosch LibGuide

9. Collect & Connect
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Collect
Display Connect
Synch
Authenticate!

10. Collect
COLLECT validated ORCID iDs for individuals
• Explain what ORCID is
• Explain why you’re collecting iDs
• Consistent user experience
• Authenticated connections
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Ensure individuals are correctly connected with your institution
Converis, Pure, Symplectic Elements, VIVO use the OAuth process

11. Display
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DISPLAY iDs on your website, platform, systems
• iDs shown as a link
• iDs in metadata
• Use the ORCID Member logo
• Explain why iDs are collected
Signal that your systems are plumbed to support ORCID iDs
http://orcid.org/trademark-and-id-display-guidelines

12. Connect
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CONNECT your data to ORCID Records
• Request permission to write to Records
• Store long-lived tokens
• Add data that you uniquely can (authoritative)
• Explain the connection
Enable researchers to provide validated data to others
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level

13. Synchronize
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SYNCHRONIZE with your systems
• Update information when it changes
• Auto-add new information
• Search & link wizards
• Sync data from others
Saved time, better reporting, improved information flow
https://members.orcid.org/api/tutorial-webhooks
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level

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DISPLAY
• In metadata
• On sites
• In publications
CONNECT
• Affiliations (employers)
• Works (publishers)
• Awards (funders)

15. orcid.org 15
People, places, and things
18 July 2016

16. orcid.org
Integration Process
Technically, integrating ORCID involves
adding <person ID> and <source> fields to data
models, mapping to ORCID API, and implementing
OAuth and RESTful calls.
Socially, it is critical that researchers are
engaged in the process.
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17. Community resources
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• Best practices and use cases
• Updated info on members.orcid.org
• Resources and collateral for researchers
• ORCID engagement & awareness campaign

18. Best practices and use cases
• Sample text for describing ORCID and your
engagement
• Graphics, videos, use cases
• Collect & Connect program badges
• Code samples, workflows, and API tutorials
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19. Updates to members.orcid.org
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20. Researcher resources
• Researcher workflow infographics
• Sofia Maria video
• Relevant blog posts
• Researcher use cases, testimonials
• Membership and integration lists
• Mini-videos of how ORCID works
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21. Engagement campaign
• Series of blog posts
• Social media campaign
• Speaking engagements
• Ambassador outreach
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22. Africa: Connecting the Dots
Local
data
Surfacing dissertations
Infrastructure
Funder workflows
Publisher workflows
Research workflows
Outreach

23. Members: South Africa

24. Why consider Membership?
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• Importantly, by using ORCID in your system(s),
you can play your part in building a trusted
research infrastructure by asserting the
connection between researchers and scholars
and their affiliation with your organization
• ORCID member API and support

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26. • Find out more at http://orcid.org
• Register at http://orcid.org/register
• Twitter @ORCID_Org / @mjbuys
26orcid.org
Thank you!
Matthew Buys
Regional Director, ORCID
m.buys@orcid.org
http://orcid.org/0000-0001-7234-3684