ORCID: Connecting Research and Researchers

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Webinar presentation by Laurel Haak to Stellenbosch University on ORCID, its current adoption by researchers and integrations by research community members.

Transcript of ORCID: Connecting Research and Researchers

  • 1. Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USAorcid.orgORCID: Connecting Research &ResearchersWebinar, Stellenbosch University, 10 September 2014Laurel L. Haak, PhDExecutive Director, ORCIDL.Haak@orcid.orgISNI 0000000138352317http://orcid.org/0000-0001-5109-3700

2. Name Ambiguity Is a ProblemJ. . S. SrensenJ. Aa. S. SrensenJ. ge S. SrensenJ. Aage S. SrensenJ. ge Smrup SrensenJ. Aage Smaerup Srensenhttp://ands.org.au/newsletters/share_issue18.pdf 3. One researcher may have manyprofiles and identifiers3 4. ORCID is a registry and hub4RepositoriesFundersHigherEducationandEmployersProfessionalAssociationsPublishersOtherpersonidentifiersORCID provides a free, non-proprietaryregistry ofpersistent unique publicidentifiers for researchersISNIResearcher IDScopus Author IDInternal identifiersFundRefGrantIDISNIRinggold IDMember IDAbstract IDDOIISBNThesis IDDOIORCID APIs enableexchange betweenresearch datasystems to connectresearchers, works,organizations, andother identifiers 5. What are persistent identifiers? Numeric or alpha-numeric persistent designationsassociated with (resolvable to) a single entity Entities can be an organization, person, or piece ofcontent (artifact) 6. What do IDs do, exactly? Enable machine readability Disambiguate and enforce uniqueness Enable linking and data integrationIn other words,persistent identifiers provide asimple basis for digital data governance 7. Digital scholarly communications requiresinformation be machine readable7 8. Take 30 seconds to register athttp://orcid.org/register Free to researchers Individual owns the record andcontrols privacy settings Works on tablets and phones Available in multiple languagesRegister for your 9. Distinguish YourselfUse free tools toconnect your ORCIDidentifier to yourname variations,affiliations, and yourexisting works andfunding, both inORCID and externaldatabases includingScopus and Web ofScience 10. Adoption and Integration900,000800,000700,000600,000500,000400,000300,000200,000100,000CreatorWebsiteTrustedParty9 September 2014 orcid.orgAssociations12%Over 150 members, from everysector of the international10ORCID has issued over 875,000 iDssince our launch in October 2012.Integration and use is international.research communityEMEA35%AsiaPac15%Americas50%Publishing25%Universities& ResearchOrgs45%Funders7%Repositories& Profile Sys11%-OctNovDecJanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJuneJulyAug201220132014 11. Registry use is international9 September 2014 orcid.org11ORCID Registry traffic fromAfrican countries representsabout 3% of total usage, withover 160,000 unique sessions.Top 15 cities in Africa, by usage:CairoTunisLagosAlgiersGizaCape TownPretoriaAlexandriaAbujaAddis AbabaJohannesburgCasablancaAccraNairobiRabat 12. v ORCID provides a free, non-proprietary registry of persistentunique identifiers for researchers, scholars, and analystsv ORCID iDs are embedded in research systems and ORCIDprovides APIs that enable the interoperable exchange ofinformation between systemsv ORCID code is open source and we support community efforts todevelop tools and servicesv ORCID iDs link to other research information identifiersv ORCID is an independent non-profit organization supported bymember feesORCID9 September 2014 orcid.org12v ORCID record data markedpublic by researchers ispublished annually 13. ORCID Governancev Data Governance: ORCID is committed to maintaining persistence ofthe ORCID identifier Registry and data in its charge.v Organization Governance: ORCID is governed by an electedBoard of Directors, majority non-profit, drawn from and representative ofORCID member organizations. Governance documents are postedonline.v Community Driven: ORCID Steering and Working Groups and anAmbassador program are open to the research community.v Staff: ORCID operations are managed by a full time staff.9 September 2014 orcid.org13 14. How to joinStandard: One organization joins. Option for basic orpremium benefit levels. Discounts for non-profits and multi-yearagreements.Local consortium: One lead organization coordinatesmembership and technical implementation with groupparticipants. Fee based on number of organizations in thegroup and benefit level. Discount for groups of 5 or more.National consortium: One lead organization coordinatesmembership and technical implementation for groupparticipants. Sliding fee based on national GDP and groupsize.http://orcid.org/about/membership 15. Who isIntegratingand How?15 Publishers Research Funders Professional Associations Universities and Research Orgs Repositories, CRIS, Metrics SitesFor a list of organizations and integrations seehttp://orcid.org/organizations/integrators 16. The Integrators To-Do List Integrate data fields for persistentidentifiers for people, places, and thingsinto your systems Collect persistent identifiers duringtransactions (using authenticated login, nottyping!) AND use APIs to help autofillforms Incorporate identifiers into publishedmetadata9 Sept ember 2014 orcid.org16 17. ORCID APIs Public API Can only access data marked as public Can only READ Member API Registration and token needed With permission from user, access data marked as limited Can READ, EDIT, APPEND. Employer institutions may CREATE Can use both APIs in free Sandbox environment See Introductory Documentation 18. Case Study 1:Member site asksfor permissionsfrom a ScholarA user establishes a trust relationshipwhile at a member siteEDITAPPENDREADScholar reviews therequest and establishestrust relationshipsADD TO READORCIDRecordMember site becomestrusted; may addactivities and receiverecord updatesORCID WidgetOAuth 2.0ORCID WidgetOAuth 2.0EDITAPPEND? READAPI POST / GET1 2 3 19. Case Study 2:1 2 3CREATEADD TOORCIDRecordInstitution createsAn iD for employeeAn iD is created by an institution, and thenclaimed and managed by the userEDITAPPENDREADORCIDRecordScholar claims the iD,sets privacy levels,establishes trust relationshipsADD TO READORCIDRecordTrusted organizationsadd activities andreceive updatedScholar informationAPI POST ORCID Web Interface API POST / GET 20. Publishing9 September 2014 orcid.org20 21. Acknowledge Reviewers9 September 2014 orcid.org21 22. Where possible, it is alsorecommended that contributors beuniquely identifiable, and data uniquelyattributable, through identifiers whichare persistent, non-proprietary, openand interoperable (e.g. throughleveraging existing sustainable initiativessuch as ORCID for contributoridentifiers and DataCite for dataidentifiers).European Commission H2020 Grantee Guidelines22http://biomedicalresearchworkforce.nih.gov/tracking-system.htm#dFunding Policy 23. Case Study: FCT14000120001000080006000400020009 September 2014 orcid.org23iDs created with .pt email domain12/2/13,1201012/2/13,18660FCT requires grantees to registerfor ORCID iD and link toorganization and worksOct-12 Jan-13 Apr-13 Aug-13 Nov-13 Feb-14Weekly total Running totalFundao para a Cinciae a Tecnologia (FCT) isusing ORCID as acomponent of a nation-wideCRIS eco-system,enabling interoperabilityamong multiple researchsystems including theRCAAP national OpenAccess repository, theDeGis CV system, andthe Authenticus indexedpublications repository 24. Professional AssociationsAGU is implementing ORCIDs inour member records, editorialdatabases, and papers. Havingthe ability to uniquely identifyscientists helps the society,editors, authors, and members inmany ways, from improvingefficiency to providing servicesand support.Brooks Hanson, Director of Publications,American Geophysical Unionhttp://orcid.org/0000-0001-6230-71459 September 2014 orcid.org24http://www.slideshare.net/ORCIDSlides/20131029-mcentee 25. Repositories DataCite DSpace (UMissouri) ePrints (UBern) EThOS (British Library) HUBzero (U Notre Dame) Hydra/Fedora (Purdue) InSPIRE (CERN) Vireo (Texas A&M) ReactomeMore athttp://orcid.org/blog/2014/03/10/orcid-repositories-and-researchers25 26. Case Study: DSpace26ORCID support is scheduled tobecome part of the DSpace 5 core,the new version expected to bereleased before the end of 2014. Atthat time, DSpace will also releasepatches for DSpace 3 and DSpace 4.Supported ORCID functionality: ORCID lookup during manualsubmission of new publications ORCID lookup for editoperations on already accepted/published items in DSpace Batch adding of ORCID metadatausing the DSpace metadata CSVupload facilities. 27. How areUniversitiesIntegrating? Get an ORCID iD and insert it in LDAP system,27CRIS, dissertation thesis, or directory Get Data from an ORCID Record andexport into a CRIS or update a repository Enable import of CRIS data into an ORCIDRecord Link to identifiers in your system Create an iD for your faculty, staff, and studentsand pre-populate with affiliation and worksinformationFor more on university integrators seehttp://orcid.org/organizations/researchorganizations 28. We want to use ORCIDs to simplifythe life of Oxfords researchers forworking with institutional systems andpublishers systems by re-using alreadyavailable information for publicationdata management and reporting.The motto is: Input once re-useoften.Wolfram Horstmann, Assoc. Director, Bodleian Libraries,University of Oxfordhttp://orcid.org/0000-0001-8673-61049 September 2014 orcid.orgUniversities28 29. Integration ProcessTechnically, integrating ORCID involves adding and fields to data models,mapping to ORCID API, and implementing OAuthand RESTful calls.Socially, it is critical that researchers are engaged inthe process.9 September 2014 orcid.org29 Planning Guide:http://support.orcid.org/knowledgebase/articles/321374-timeline-for-creating-orcid-ids-via-the-api API Overview:http://support.orcid.org/knowledgebase/articles/180285-introduction-to-the-orcid-api 30. Case Study: Create/Connect9 September 2014 orcid.org30 31. Case Study: Create/Connect9 September 2014 orcid.org31http://