gen2phen gam9 toulouse - launching the orcid system, what do we do now?

Launching the ORCID system - status update and next steps

This work is published under the Creative Commons Attribution license (CC BY: http://creativecommons.org/licenses/by/3.0/) which means that it can be freely copied, redistributed and adapted, as long as proper attribution is given.

Gudmundur A. Thorisson <gt50@leicester.ac.uk> ULEIC / ORCID EU / University of Iceland

J. Smith J. Smith0000-0001-5635-1860

Tuesday, 23 October 12

GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012

Overview

‣ Status update from ORCID ‘launch week’ - what happens next

‣ What can researchers & integrators do NOW?

‣ How can the flawed membership model be fixed?

‣ ODIN - ORCID & DataCite Interoperability Network

BRIF workshop, Toulouse Oct 22 2012

The problem with names

• Number of authors and other scholarly contributors is increasing

• Number & kinds of “works” they contribute to is increasing

• Names are ambiguous --> author identification is problematic

The problem with names

• Number of authors and other scholarly contributors is increasing

• Number & kinds of “works” they contribute to is increasing

• Names are ambiguous --> author identification is problematic

‣ The scholarly record is broken

‣Reliable attribution of authors and contributors is impossible without unique person-level identifiers

The Open Researcher & Contributor ID initiative

‣ ORCID is an international, interdisciplinary organization involving multiple stakeholders:

- Research institutions, libraries, funding organizations, publishers, intermediares and individual researchers

‣ Started in late 2009 to solve the name ambiguity problem in scholarly communication.

‣ Incorporated as a non-profit with a Board of Directors in August 2010.

What makes ORCID different?

• Some key facts:• ORCID is the only researcher identifier that is not limited to discipline,

institution or geographic area

• ORCID is backed by a non-profit organization with >300 participants

• ORCID is backed by many different stakeholders

• Publishers are an important ORCID stakeholder but are just one part

• ORCID is serious about building an open system

The ORCID service is now live!

‣ Get a persistent identifier

‣ Start managing their profile

- search&add publications

- [more features coming soon]

Individuals can registerat no charge

https://orcid.org/register

An incomplete - but improving - product

• Buggy in places + many important features still missing– Can’t edit works once added, can’t add affiliation, duplicate works etc.

– Citation display limited, little/no support for non-traditional works

• Code not yet released as open source– Principles state ORCID will do this– Coming soon - org. not ready yet to accept contributions from community

• Active user community forming, lots of ideas/bugs reported

An incomplete - but improving - product

• Buggy in places + many important features still missing– Can’t edit works once added, can’t add affiliation, duplicate works etc.

– Citation display primitive

• Code not yet released as open source– Principles state ORCID will do this– Coming soon - org. not ready yet to accept contributions from community

• Active user community forming, lots of ideas/bugs reported

• Key point: system does not do much on its own - integration, integration, integration!!

The ORCID service is now live!

‣ Get a persistent identifier

‣ Start managing their profile

- search&add publications

- [more features coming soon]

‣ Public API‣ free to use, no registration needed

‣ look up & search public profile data

‣ Members API‣ ORCID membership required, annual fee

‣ read/write protected profile data

‣ create profiles on behalf of users

Individuals can registerat no charge

Individuals and organizations can use APIs to integrate their systems

ORCID Tier 2 API passes ID (and author informa:on) to submission system

ORCID PUBLISHERWORKFLOW• Streamline data input

• Create author links

Researcher starts manuscript submission

Manuscript processed and content published

Metadata and ORCIDdeposited to CrossRef

ORCID::DOI pairings submiMed to ORCID

ORCID profileupdated

Manuscript submission system asks researcher to supply and validate ORCID iden:fier

ORCID system searches for possible matching profiles

ORCID RESEARCHORGANIZATIONWORKFLOW• Create trans-‐organiza:on record for all scholars and researchers (students)

• Auto-‐updates for researcher publica:ons, patents, grants, etc.

• Management of Ins:tu:onal Repository

• Reduced document management workload for researchers

Organiza:on creates ORCID field in their HR system

Researcher logs into ORCID to approve ORCID::HR profile pairing

HR profile updated

ORCID::HR profile pairing no:ce sent to

researcher

Organiza:on prompted to resolve duplicates

Organiza:on uses Tier 2 API to upload basic informa:on for staff

member to ORCID

Several launch partners already have integration

• American Physical Society• Aries Systems• AVEDAS• Boston University• California Institute of Technology• CrossRef• Elsevier (Scopus)• Faculty of 1000• figshare

• Hindawi Publishing Corporation• KNODE, Inc.• Nature Publishing Group• SafetyLit• Symplectic• Thomson Reuters• ImpactStory• Wellcome Trust

• Launch focus has been on ‘Big Players’ in research & scholarly communication– Publishers, funding agencies, universities, libraries

– Big payoff from solving identification problems (streamline systems, save costs)– Focus on these paying members coz ORCID needs revenue to operate– Will bring in large no. of organization-created profiles

• Technical staff stretched, focus resources on supporting few+large integrators which will result in large no. profiles + revenue

• Member pricing scheme reflects this– Basic $5K/y -> member API read/write access– Premium $10-25K/y: basic plus notifications API and more

ORCID adoption by ‘usual suspects’

• Lots of Small Players with not-so-deep pockets– Smaller publishers and institutions

– Diverse 3rd party services and rich flora of grassroots initiatives, whose users can benefit from integration with ORCID

• Examples– ImpactStory - http://impactstory.org

– Example: genetic variation databases: data submissions, curation etc.

• Inclusiveness - pros for ORCID– Increase visibility (e.g. LSDB community)– creates pool of potential future paying members, revenue

• Inclusiveness - cons for ORCID– More resources needed to support integrators

ORCID adoption in the Long Tail

The missing membership option

• Good new: possible to do lots of cool things with free, open API• Bad news: free, open API does _NOT_ include authentication

– Need authn in member API to validate identity of profile owner

– OAuth Member API is an all-or-nothing deal - bring $$$ if you want to play

• Proposed solution: a ‘freemium’ membership model– Full membership: current basic/premium, full access to member API

• Discounts / fee waivers for orgs in developing countries, smaller orgs with very low usage, ‘try before you buy’ free 1st year etc. +

– Limited, free membership: OAuth, read-only access to member API• Super-easy to become member & register client app, completely automated (like Twitter)

• Option to upgrade to paid membership in future

• Business Working Group to tackle this in next 2-3 months

In the meantime we can...

• ... commence to obtain ORCiDs from users and do cool stuff with the public API– Ask users to paste in their iD by hand, add as attribute to their user account

– Associate iD with their contributions (data submissions, curation work etc.)

• ... play with the OAuth API using the sandbox system and anticipate reformed membership model– ‘Log with my ORCiD’ button– Add publication claims to ORCID (A.J. Brookes <created> dataset X)

– [and other cool integration stuff]

• Target platforms: LOVD, Molgenis, GWAS Central, others.

ORCID and DataCite Interoperability Network

• Persistent identifiers for connecting people and dataset

• 2y EC-funded project, 7 partners in Europe + USA• Two main proof-of-concept pilots

– Social Science data - use and citation of British Birth Cohort Studies• historical data, decades old, steadily being curated by lots of people

• high rate of reuse, data often cited in papers

– High-energy physics - attribution challenges• dealing with large no. authors on HEP papers - ‘dilution’ of the term

authorship• Linking HEP papers to supporting datasets in repositories

http://odin-project.eu

Acknowledgements GEN2PHEN Consortium

http://www.gen2phen.org/about-gen2phen/partners

Prof Anthony J. Brookes Bioinformatics Group, Leicester

This work has received funding from the European Community's Seventh Framework Programme (FP7/2007-2013)under grant agreement number 200754 - the GEN2PHEN project.

Contact me!

<gt50@le.ac.uk> |<gthorisson@gmail.com>http://www.linkedin.com/in/mummihttp://www.twitter.com/gthorisson

http://www.gthorisson.namePublished under the CC BY license (http://creativecommons.org/licenses/by/3.0/)

gen2phen gam9 toulouse - launching the orcid system, what do we do now?

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