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orcid.orgContact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
Why, What & How: The role of ORCID in Research Management 2016 UAE Workshop Sunday 6 March
Matthew Buys Regional Director, ORCID
[email protected] http://orcid.org/0000-0001-7234-3684
The research community has lacked the ability to link researchers and scholars with their professional
activities. • Name variations:
§ Matthew J Buys, MJ Buys, M Buys, Matthew John Buys, 修 入, МэтьюБайс
• Institutional variations: § ORCID, ORCID Incorporated, ORCID Inc, ORCID
EMEA
Why is there a problem?
2
Algorithms cannot solve this
• 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
3
• Discoverability of research outputs in databases and institutional record management
• It is a challenge to find the unique researchers or institution without a unique persistent iD (ORCID)
• ORCID allows for simple searching of a specific iD and creates an authority record i.e. http://orcid.org/0000-0001-7234-3684
First challenge
4
• Output tracking, research reporting and impact assessment • It is extremely difficult for an institution to conduct
research evaluation without a unique persistent iD (ORCID) or an institutional iD
• It is possible to ensure that the institutional name that is captured in ORCID enabled publisher systems is correct i.e. ORCID Inc
• This enables better research evaluation and improved integrity of data in the research ecosystem
Second challenge
5
RIMS Finance Institutional Repository
Grant Systems
Interoperability???
Research Data
Institutional Challenge: Silo Systems
6
Solution: ORCID enables interoperability
Activities linked to ORCID Professional activities (Education, Employment, Funding and Works) can be added by an individual or automatically by an ORCID member organization through the API – as well biography
8
ORCID connects systems
Research Information Management
Systems
Institutional Repository
Publisher Manuscript Submission
Funder Grant
Submission System
HR system
Other Institutional
Systems
• The ORCID API explained • Provides systems to system connections
• Automates flow of information
• Improves efficiency and reduces administrative burden
• Includes a persistent iD (ORCID iD) for uniqueness and interoperability (exchange of information between systems)
orcid.org 10
ORCID community integrations
• Funders: COLLECT iDs at grant submission and review; PUBLISH with award; POST grant IDs researcher record; RECEIVE updates
• Universities: COLLECT iDs for new staff and students, at thesis submission, in faculty profile systems; POST affiliation IDs; RECEIVE updates
• Publishers and Repositories: COLLECT iDs for authors, contributors, and reviewers; PUBLISH iD with work, POST paper, dataset, review IDs; RECEIVE updates
• Associations: COLLECT iDs for members, authors, and meeting participants; POST affiliation and presentation IDs; RECEIVE updates
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Adoption of ORCID
orcid.org 12
2,014,627 ORCID iDs and counting 12,121,523 Works activities (publications, data sets, patents and other research outputs) 150,378 Funding activities 704,751 Employment activities
Membership options
13
Feature Basic Member API
Premium Member API
Number of system integrations (client credentials) One (1) Five (5)
Get an individuals authenticated ORCID iD ✓ ✓
Search/retrieve data ✓ ✓ Notification of an update to a researchers ORCID record (webhooks) ✓
Add to and update ORCID records ✓ ✓ Facilitated creation of new ORCID Records for your researchers ✓ ✓
Documentation/Knowledgebase ✓ ✓
Peer support group ✓ ✓
Webinar/email support ✓ ✓
Public data file dump 2x annually Monthly
Custom API usage reports 2x annually (generic) Monthly (custom)
ORCID newsletter 2x annually Monthly
Which membership?
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Basic Membership • One (1) system integration • US$5,000 Premium Membership • Up to five (5) system integrations • US$10,000 or US$25,000 dependent on institution size • Automatic notifications (new researcher activities) • Additional benefits (analytics, newsletter and support) NOTE: not-for-profit organizations receive an additional 20% discount off the above fees
Automatic notifications
orcid.org
ORCID Record Publisher
University Library
Funders
submit manuscript
ACCEPTED!
notification to preprint
repository
NEW INFO!
Faculty Profiles
http://crosstech.crossref.org/2015/09/orcid-auto-update.html 15
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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An example: KAUST
orcid.org 17
• Click and Create • Library Guide • Training Sessions • Theses and Dissertations
http://libguides.kaust.edu.sa/orcid
http://orcid.kaust.edu.sa/
orcid.org 20
• Requiring ORCID in Publication Workflows: Open Letter • Major publishers have committed to requiring ORCID iDs in
the publishing process for their journals and invite other publishers to do the same.
• To date 16 publishers have signed the letter, including: § PLOS, eLife, EMBO Press, American Geophysical Union,
IEEE, Hindawi, Science journals, ScienceOpen, Frontiers, JMIR Publications, Grupo Cominicar Ediciones, Military Technical Courier, The Company of Biologists, IDEA (Instituto de Estudios Avanzados) de la Universidad de Santiago de Chile (USACH), Faculty of 1000
Publisher Updates
orcid.org 21
• Uniquely identify a researcher and their research • Reduce administrative burden • Improve data integrity that feeds into
the university ranking data through ORCID connected publishers
• Better tracking of research outputs • Career tracking of thesis/dissertation students • Integration with research management and
institutional repository systems (and other systems such as HR)
Key benefits
…. enter data once and reuse this many times. Key functions: • Standard/compliant CVs • Interoperable systems • Public presence of research • Embed unique identifiers into the workflow • Compliance with standards • Accurate reporting
Enabling innovation through functional information management systems
Digital ecosystem of the future
22
orcid.org 23
The ability to uniquely identify contributors is a deceptively simple
concept which, if realised, could enable forms of real-time understanding of scientific research that up to now have
been extremely costly (if not impossible). --Jonathan Kram, Wellcome Trust
Closing remarks
• Find out more at http://orcid.org
• Register at http://orcid.org/register
24 orcid.org
Thank you!
Matthew Buys Regional Director, ORCID
[email protected] http://orcid.org/0000-0001-7234-3684