training, funding, publishing, and tracking research: the role of orcid interoperability between...
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orcid.orgContact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
Training, Funding, Publishing and Tracking Research: The role of ORCID interoperability between research systems ORCID Kenya Workshop 23 July 2015 Matthew Buys
Regional Director, ORCID [email protected]
http://orcid.org/0000-0001-7234-3684
Algorithms not enough
• Different versions (full name vs. initials)
• Shared names • Transliteration • ALT characters • Name changes • Multiple family names
J. Å. S. Sørensen
J. Aa. S. Sørensen
J. Åge S. Sørensen
J. Aage S. Sørensen
J. Åge Smærup Sørensen
J. Aage Smaerup Sørensen
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What is ORCID?
ORCID provides a persistent digital identifier that distinguishes researchers from each other Member-built integrations in key research workflows such as manuscript and grant submission support automated linkages between researchers and their professional activities and affiliations, ensuring that works are appropriately attributed and discoverable ORCID serves as a hub enabling machine-readable connections between identifiers for organizations, works, and person IDs
Thomson Reuters
ResearcherID
Elsevier Scopus Author Profiles
Altmetric profiles LinkedIn
Other profile/iD systems…
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Connecting profiles and iDs
ORCID institutional integrations
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Research Mgt System
Repositories i.e. D-Space Other data
Analytics
Finance, HR etc.
and others..
and others..
Converis, Pure,
InfoEd, Digital
Science, and others..
ORCID institutional integrations
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Research Mgt System
Repositories Other data
Analytics Finance, HR etc.
Putting together the puzzle: • Connecting
researchers to research
• Providing a hub to connect systems
Building trust:
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• Tools to allow for easy addition of identifiers (for people, places, and things) during publishing, grant application, thesis deposit, etc.
• …and assertion of connection by trusted organization
Researcher Responsibility
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To benefit from ORCID, researchers need only do two things: ① Register ② Use iD
ORCID responsibility Build the infrastructure: • Create the tools to allow for easy addition of
ORCID iD during publishing, grant application, thesis deposit, etc.
• Engage the community to embed connection tools
• Ensure that the iD is published with the paper / dataset / grant / thesis, etc., and ORCID record is updated
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Integration in research systems
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Over 200 members and nearing 200 integrations in every sector of the research
community and region of the world.
Americas 48%
EMEA 36%
Asia Pacific 16%
Funder 7%
Publishing 16%
Repository 20%
Research Institute
45%
Association 12%
Registry use in Africa
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ORCID Registry traffic from African countries represents about 3% of total usage.
Cairo Tunis Lagos Algiers Giza Cape Town Pretoria Alexandria
Abuja Addis Ababa Johannesburg Casablanca Accra Nairobi Rabat
4 members in Africa: • GIBS • Hindawi • Stellenbosch University • University of Cape Town
Over 7000 registered users, most in South Africa, Egypt, Nigeria, Tunisia, Ghana, Kenya, Botswana
Top 15 cities in Africa, by usage:
National approach
Community starting to take a national approach to ORCID adoption and implementation.
• Austria: Funder requirement 2016 • Finland: National recommendation 2015 • Australia: National recommendation 2015 • Denmark: University launch 2014 • Portugal: Funder requirement 2013 • Sweden: National recommendation 2013 • UK: National recommendation 2012
National membership
• Italy: National membership 2015 • UK: National membership 2015
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…and repositories
• DataCite • Dspace • ePrints • EThOS • HUBzero • Hydra/Fedora • InSPIRE • Vireo • Reactome
More at http://orcid.org/blog/2014/03/10/orcid-repositories-and-researchers
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XML to CrossRef
Publisher Workflows
Reviewer Author
DOI or persistent URL
Notice to Reviewer
Notice to Author
Aut
hor
Dat
abas
e
Manuscript submission
+
Rev
iew
er
Dat
abas
e
AUTHOR RECORD
Review process
Accepted Paper
Production Process
Published Paper
Review request
REVIEWER RECORD
+
Option to update ORCID record
Leveraging existing standards
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ORCID works collaboratively with the research community to ensure adoption and use of research information standards
The metadata “round trip” enables auto-updates for systems linked to the ORCID registry
Metadata auto-updates
http://orcid.org/blog/2015/01/13/new-webinar-metadata-round-trip
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The author can pre-populate submission form fields: preferred name, affiliation, funding
The authenticated iD becomes a part of the paper
Upon publication, the iD is indexed by CrossRef, Scopus, Web of Science, and other services.
Information flows through ORCID to linked platforms
What can Institutions Do?
• Integrate ORCID iD using authentication • Collect iD during staff/student onboarding • Collect iD during thesis submission • Connect iD to organization • Update ORCID record • Connect iD to faculty profile system • Pull data from ORCID to update local system
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Collect, Connect, and Update
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• Click and Create • Library Guide • Training Sessions • Theses and Dissertations
http://libguides.kaust.edu.sa/orcid
http://orcid.kaust.edu.sa/
How does ORCID work? • Members build integrations to connect
researchers to new works and affiliations • Registry allows researchers to connect to
existing works and affiliations (free service)
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• Take 30 seconds to register at http://orcid.org/register
• Free to researchers • Individual owns the
record and controls privacy settings
• Works on laptops, tablets, and phones
Register for your
Getting started Use free tools to connect your ORCID identifier to your name variations, other IDs, affiliations, and existing works and funding
Connect to organization
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• List auto-populates based on type-ahead
• All organizations have unique iD
• University or employer can pre-populate and validate association
• Can associate with multiple organizations
Connect to existing works
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Connect your ORCID iD to existing works using tools in ORCID interface or in external platforms
Researchers can connect to existing works and push ORCID iD into indexes including Web of Science, Scopus, and Europe PubMedCentral
Updating award information
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Researchers can connect to existing projects AND can receive updates when grant awarded
Funders can embed ORCID iD during the grant application workflow
ORCID record includes, funder name, grant number, source, source provenance
• ORCID iDs in research information and profile systems
• Connect ORCID iDs to repository systems • Create ORCID records on behalf of
researchers and staff • Enable ORCID support in third party CRIS
systems or Repositories • Include ORCID iDs in the publication process • Grant systems • Search & Link (i.e. ETDs)
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Integration points
Implementation continuum
Researchers register as individuals
Capture ORCID using authentication
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Connect ORCID to one university system
Connect ORCID to many university systems
Synchronize ORCID Registry with local data
No fee, requires internet connection
No fee, Public API, requires local database and IT resources
Basic member fee, Member API, requires local DB and IT resources
Basic or premium member fee, local DB and IT resources
Premium member fee, local DB, IT resources
Synch integration across organizations Consortium
• Encourage researchers to register for ORCID iDs and explain the benefits
• Explore free integrations via the public API i.e. D-Space
• Create a libguide for researchers • Consider membership options to ORCID
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Closing remarks
• Find out more at http://orcid.org
• Register at http://orcid.org/register
42 orcid.org
Thank you!
Matthew Buys Regional Director, ORCID
[email protected] http://orcid.org/0000-0001-7234-3684