Collect and Connect: Integrating ORCID into research workflows (M. Buys)

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 [email protected] 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.

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

Integrations by region


15%

52% 1% 2%

30%

Asia Pacific

Europe

Latin America

Mid East & Africa

US/Canada

Integrations by sector


7% 5%

16%

10% 62%

Associations

Funders

Publishers

Repositories/Profile organizations

Research institutions

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

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


E N T E R O N C E

R E U S E O F T E N

IN

TE

RO

PE

RA

BI

LI

TY

PUBLISHERA S S E R T A U T H O R S H I P

EMPLOYERA S S E R T A F F I L I AT I O N

FUNDERA S S E R T AWA R D

CONNECTCONNECTCOLL

ECTCOLL ECT

COLL ECT

RESEARCHER

CONNECT

0 1 2 3 - 4 5 6 7 - 7 6 5 4 - 3 2 1 0

NIH Video

Wiley instructions

Publisher requirement page Oxford LibGuide

Stellenbosch LibGuide

Collect & Connect


Collect

Display Connect

Synch

Authenticate!

Collect

COLLECT validated ORCID iDs for individuals •  Explain what ORCID is•  Explain why you’re collecting iDs•  Consistent user experience•  Authenticated connections


Ensure individuals are correctly connected with your institution

Converis, Pure, Symplectic Elements, VIVO use the OAuth process

Display


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

Connect


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

Synchronize


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


DISPLAY•  In metadata•  On sites•  In publications

CONNECT •  Affiliations (employers)•  Works (publishers)•  Awards (funders)

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People, places, and things

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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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Community resources


•  Best practices and use cases•  Updated info on members.orcid.org•  Resources and collateral for researchers•  ORCID engagement & awareness campaign

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


Updates to members.orcid.org


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


Engagement campaign

•  Series of blog posts•  Social media campaign•  Speaking engagements•  Ambassador outreach


Africa: Connecting the Dots

Local data

Surfacing dissertations

Infrastructure Funder workflows

Publisher workflows

Research workflows

Outreach

Members: South Africa

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

•  Find out more at http://orcid.org

•  Register at http://orcid.org/register

•  Twitter @ORCID_Org / @mjbuys

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Thank you!

Matthew Buys Regional Director, ORCID

[email protected] http://orcid.org/0000-0001-7234-3684

Collect and Connect: Integrating ORCID into research workflows (M. Buys)

Education

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