As a founding member of the Australian ORCID Consortium, the Australian Research Council (ARC) has been closely involved with the Australian research community in its journey in adopting ORCID and is pleased to share its experience of integrating ORCID within its Research Management System (RMS).Reaching the goal of “enter once, reuse often”
The ARC is committed to streamlining its grant application process, and the opportunity to incorporate ORCID to auto-populate research outputs for researchers within RMS has proven particularly beneficial. In short, the ARC’s ORCID integration has made possible its goal of “enter once, reuse often” for research outputs in the research application process.
In October 2018, the ARC successfully launched a new functionality into the user profiles of RMS. This allowed researchers to auto-populate their research outputs (including publications and non-traditional research outputs) into their user profile. Once research outputs have been saved within their profile, researchers are able to use these to populate any grant applications, removing the need for repeated manual entry of research outputs from the grant application process.
Researchers and University research office staff are able to enter research output data at any time using four methods, including inserting or updating ORCID data into a researcher’s profile after the ORCID ID is authenticated, and the ARC is added as trusted party. Other entry methods entail exporting BibTeX or DOI data or the option to upload data manually.
A snapshot of the dashboard. Figures pictured are a later representation than described below.Saving hours of work for thousands of researchers
This new capability will save many hours of work for thousands of researchers that submit applications to the ARC each year, and is an important part of the ARC's broader commitment to reducing the burden of grant application on researchers.
The new functionality with ORCID was thoroughly tested with the ARC's largest funding scheme, Discovery Projects, with 2,877 applications submitted over the period of December 2018 to February 2019 for the 2020 funding round. The auto-population functionality was embraced by the majority of the sector with over 1.4 million research outputs uploaded (over 940,800 of these imported using ORCID) into the RMS user profiles of over 14,000 researchers.
The process was not without its challenges, which was to be expected given the diversity of research output types and disciplinary characteristics, but these were well managed by both the ARC and the sector.
For the future, the ARC will continue to work on improvements to RMS as well as with its applicants, particularly around data quality, to further assist researchers in their application process experience.Related articles
- Reports and ORCID Recommendations from ORBIT Funder Working Group
- ORCID Open Letter - Funders
- Adopting ORCID Identifier in Australia
In this installment of ORCID Success Stories, EMEA Manager Gabriela Mejias discusses the ORCID/Zurich Open Repository and Archive (ZORA) integration with Martin Brändle (IT specialist for ZORA) and André Hoffmann (long-term archiving for ZORA).
Q. Can you briefly describe the ZORA integration?
A. ZORA is the primary directory of publications by researchers at the UZH and provides access to the full texts. Its focus is on qualified scientific publications. The repository, which is based on EPrints software, is operated by the Data Services and Open Access team of the Main Library together with an IT team at IT Services of the UZH.Improving author findability, access, and citation statistics
Q. Thinking back to a year or so before University of Zurich joined ORCID, what were the main reasons for you becoming a member?
A. In 2013, the teams mentioned above were already in loose contact with ORCID and were following early implementations by other institutions. One idea was to implement ORCID centrally within the UZH Identity and Access Management (IAM) and to connect it with a user self-registered UZH ID, a project that should enhance the IAM. However, the self-registration project never came to life and hence it was decided to focus on ORCID integration in ZORA, because it has a comprehensive publication, author and user registry of active and former members of the UZH and offers interfaces to other systems.
One of the challenges we had back in 2016 when we began conceptual design was managing 80,000 publications by 280,000 authors with 100,000 distinct names. Additionally, many author entries had slight variations in their names which hampered author findability, access, and citation statistics. The variations also impacted the publication lists served by ZORA on the UZH website and interoperability with other systems such as the academic report of UZH.
Based on what we knew, we felt that the implementation of ORCID in the data model and workflow of ZORA would support the search, submission, review, and data cleaning processes.
Q. What were your top priorities once you’d joined ORCID?
A. We had three main priorities:
- First, to provide a large amount of ORCID-tagged publications. To do so, all import and export interfaces and formats (e.g. Crossref, PubMed, DataCite Metadata Schema and further) were evaluated for their suitability for ORCID.
- Secondly, we wanted to reduce typos and variations in author names, and
- Finally, to raise interest for and visibility of ORCID with future users.
Therefore, implementation was done in three phases:
- Phase 1 included setting up the data structure and the Create or Connect your ORCID iD functionality
- Phase 2 implemented all procedures in the submission and review workflow plus the import and export plugins for ORCID and other data sources
- Phase 3 added the publication tagging function for authors and submitters
Developments such as export to the academic report, an ORCID coverage report and an author authority table to track inconsistencies in names and publications were postponed after ZORA went public with its ORCID integration in November 2018.
Q. What were the biggest challenges when you started to implement ORCID at University of Zurich, and how did they impact your plans?
A. Challenges were faced both on the organizational as well as on the technical side. As a basic member we have basic ORCID functionality. At the time of conception, the ORCID plugin provided by EPrints Service was still in its infancy. Therefore, we implemented a custom ORCID integration.
Another challenge was the internal distribution of the submission process at ZORA across diverse roles. The different roles are user, submitter, editor and admin. Permissions to interact with user’s ORCID iDs are collected with the ORCID Member API, and delegated roles can trigger the import and export of publications data to ORCID records. Since a repository should reflect its publications as closely as possible, we wanted to include iDs from external co-authors that we import from Crossref or PubMed. In all cases, the source of the ORCID iD (ZORA user authenticated ORCID iD or external co-author iD ingested via Crossref or PubMed) is displayed in the publication page.
Another challenge was setting up the communication strategy which had to be compliant both with requirements by ORCID and our data protection attorney. This necessitated close collaboration with and training of the Open Access team. The voluntary nature of researcher participation in ORCID, in line with the recommendations of the ORCID-DE privacy report, was emphasized.
In its initial phase, the communication strategy focused both on general aspects and benefits of ORCID as well as on practical step-by-step instructions for using ORCID in ZORA. Furthermore, how can continuous awareness of ORCID be maintained in an organization that is per se fluctuating? For this, we set up a specialized "ORCID information phase" in our software planning and bug tracking system in order to collect ideas and monitor development of ORCID coverage at UZH.Personal contact means increased participation
Q. What kind of outreach, communication, and education did you do for users at your organization before, during, and after launching ORCID? What worked, what didn’t?
A. During the concept phase, we evaluated the Create (institution creates ORCID records on behalf of its members) and the Encourage model (institution encourages members to self-register with ORCID). By recommendation of UZH's data protection attorney, we decided to pursue the Encourage Model, although it meant the number of UZH members having an ORCID iD would be considerably lower.
A few months before launch, initiatives such as a lunch break lecture by IT Services or a PhD information literacy course by the Main Library were used to stimulate interest in ORCID. When we launched ORCID we provided How to/FAQs/video tutorials on the Main Library's website, blogs by both Main Library and IT Services of UZH and internal emails to all research staff.
Ongoing awareness is now being built using coffee and lunch break lectures, awareness campaigns on info screens, handouts for departments and libraries to explain necessary steps and workflows, and information literacy courses. We tracked the number of new ORCID iDs before and after the outreach efforts. There was a significant increase, especially after we personally contacted researchers and administrative staff.Vertical and horizontal support is critical for successful integrations
Q. What impact has your ORCID integration had internally?
A. ORCID iDs are especially useful for the quality assurance of the repository information, and they ease the creation of precise publication lists. For the library, ORCID as a topic is an excellent tool for getting into contact with researchers and institutes and to foster exchange in both directions: on the one hand, by providing support, training and instruction on the difficult topic of author identification and search, on the other hand by getting valuable feedback on its services.
Q. What do you think would be valuable for other members to know about integrating with ORCID in repositories?
A. We think that obtaining support both vertically and horizontally is paramount for a successful integration. Vertically, at UZH this started by getting formal support by the university board, the library board and within IT Services for the project. This was further simplified by the fact that ZORA is well-known as a key service for visibility of the university's publications and that it is an important driver for Open Access itself.
Horizontally, it was important to include and inform stakeholders such as the scientific and liaison librarians and the data protection attorney about the purpose and value of ORCID in an early stage of the project. The wealth of resources that ORCID has created in past years for user outreach and for integration of ORCID into repositories is a treasure that should not be neglected during planning and can be used to bring stakeholders together.Blog
One of the questions ORCID is asking ourselves as we look toward our future is: “Will researchers be able to use ORCID to enhance their ability to undertake, communicate, evaluate, and promote their research and in a variety of settings as they are doing their work?”
Between now and May 1, we are looking for researchers and scholars from all countries, career stages, and disciplines to help us answer this question by sharing with us what they think about how they are connected to their work. The answers we discover together will help us improve and enrich the environments, workflows, and interactions that are a part of research and scholarly endeavors.What are we trying to learn?
How you create and use summaries of your work:
- How often do you have to pull together descriptions of yourself and your work, for example a bio, CV, work sketch or similar list of your research or scholarly activities?
- What do you use them for?
- What effort is required of you to pull it together?
- What steps do you take to make this easier?
- What other complications might you face?
Your satisfaction with formal assessment:
- Are you satisfied with how formal assessment of your work is conducted, for example, assessment for possible funding, promotion, tenure, salary adjustments, new positions, etc?
- Do you feel that the right things are assessed?
- What works well, and what is challenging about the process?
We have 25 slots available for individuals who are willing to share their thoughts with our facilitator. To sign up for a 30-min slot, please use our interview registration calendar to select a date between March 30 and May 1.Online Survey
If a video call interview will not work for you, we still value your input! We have created a 10-minute online survey with questions similar to what will be asked during video interviews. Access the survey between today and May 1.We appreciate you!
We know your time is valuable and we appreciate your participation. Everyone who completes a video call interview will receive a pair of limited edition ORCID socks as a thank you gift. All participants (including those that take the survey) who provide their email address will be entered into a drawing for one of ten $25 Amazon gift cards.
We look forward to your insights!Blog
There’s been much buzz in the community lately about the Research Organization Registry (ROR), “a community-led project to develop an open, sustainable, usable, and unique identifier for every research organization in the world.” ROR celebrated its first year in December 2019; it was an action-packed year which included the launch of the ROR registry and API, as well as the addition of support for ROR IDs in systems like DataCite, Dryad, Wikidata, and GRID.
Questions have been popping up about ORCID’s involvement with ROR and our plans to support ROR in the ORCID Registry, so we’re devoting today’s post to all things ORCID + ROR.Is ORCID involved in the ROR project and governance?
As former ORCID board chair Veronique Kiermer mentioned in our last organization IDs update, we participated in the Organization ID Working Group, which laid the groundwork for the development of ROR, but we are not directly involved in the ROR project or its steering group.Why is ORCID not part of the ROR steering group or project team?
We are thrilled that ROR continues to gather momentum in the community under the guidance of Crossref, DataCite and other project partners. We stepped off the guidance group in 2018 following a deep conversation with our Board, who decided that ORCID needed to focus our resources on our own sustainability. We have now reached that milestone, making it more possible for us in the coming years to engage in community initiatives like ROR.Will ROR IDs be supported in the ORCID Registry?
Yes. Adding RORs to the ORCID Registry is on our roadmap. Open identifiers for organizations are a critical component of trusted assertions. While we work out the complex interdependencies involved in implementing ROR, we continue to actively encourage their adoption and use in a wide variety of communication channels.Will ORCID move to using only ROR organization IDs?
ORCID is all-in with persistent identifiers. We support a diverse global community with a variety of use cases and requirements. We are keenly aware that reaching consensus on “the one” is difficult, if not distracting, as we all work toward digital transformation and open research goals. We expect messiness during this transitional period and strive to provide and support tools - technical and communications - to help manage it, such as FAIR, CARE, and Metadata 2020. We currently support four organization ID types (GRID, LEI, Crossref funder ID, and Ringgold) in affiliation, funding, research resource, and peer review items. Similarly, we support multiple ID types for other items in the ORCID registry (e.g., DOI, PMID, ISBN and over 40 other identifier types for works; Scopus, ResearcherID, ISNI and others for people).How ORCID is implementing ROR
ORCID has supported organization IDs since 2013. As of this post, the Registry contains 6,163,549 affiliations with a GRID, LEI or Ringgold ID. If we include funding, peer review and research resource items, ORCID records are connected to 167,147 different organization IDs. This means we need to figure out how to manage an organization identifier soup. We have done this for other ID types, so we have experience to draw from. Our approach is to separate this into back-end database, back-office system, and user interface work. Our plan is to offer ROR as an option to our members to use when they make assertions, and over time enable ROR in the user interface.
Build tools to automate import and update of organization ID metadata
We are working to automate our processes for importing and managing organization identifiers. This work needs to be completed before we take on an additional ID system, otherwise we risk stretching our current tools (and people) beyond their limits.
Update our back-office membership system
We use persistent IDs in our user-facing systems and in our internal systems. We need to update our membership system and processes to support ROR. This can also help to manage mapping between identifiers.
Map organizations to ALL of their different IDs
We have multiple entries in our database for a given organization, and we are working through how to relate different organization IDs to one organization. This requires a combination of metadata and user experience research, and will be an ongoing piece of work. We are hoping that this mapping is addressed, at least in part, by the work of ROR.
We plan to begin the steps needed to implement ROR support in 2020. Follow Trello: Integrate ROR (Research Organization Registry) IDs for updates! In the meantime, integrators can use GRIDs, which currently map one-one to RORs.Related Documents
- Next Steps for ORCID and Organization Identifiers
- Trello: Integrate ROR (Research Organization Registry) IDs
- Organization Identifiers in ORCID
ORCID launched its Registry service in October, 2012. With over 1100 members and 600 systems around the world that use the ORCID API to collect ORCID iDs, ORCID has grown to become an integral part of the global research infrastructure. Persistence -- both in terms of patience and prolonged existence -- is critical, especially in these times of uncertainty and change.
Over the last 8 months, we have taken a deep look at our core strategies and developed a 2025 vision focused on reliability and resiliency. Our vision has three main components:
- developing the organization
- reworking how we engage with our communities, and
- maintaining and innovating on our service offering.
An often overlooked component of resilience is organizational design. As ORCID adoption has grown, we have worked hard to ensure capacity to support the needs of our members and communities. We started in 2012 focusing on our tech team. In 2013 we started building out our back office and communications capacity. In 2015, with funding from the The Leona M. and Harry B. Helmsley Charitable Trust, we grew our regional engagement capacity. We have since continued to build capacity through addition and development of staff and reworking our organizational structure. In 2018, we created a Product function, and we are currently completing a round of new hires to build out the Product and Communication teams, augment our Researcher Services team, as well as creating a dedicated Human Resources function in our Operations team. As we closed out 2019, we had 30 people in 12 countries, speaking 15 languages. We have been a fully virtual office since the start, and half of our staff have been with us for 3 or more years. In 2020, we will be focusing internally to ensure our organization has the tools it needs, the cultural foundation to act on our values, and the strategic underpinning to ensure our actions are aligned with our priorities.Engaging our Communities
ORCID was founded by the research community as a neutral and enabling infrastructure component. Our founding Board established our core principles, bylaws, and raised start-up funding. On its 10-year anniversary, the last of our founding members are rolling off the Board. To support this transition, the Board completed the first phase of an extensive governance review in 2019, during which it created a Board charter, created a Finance Committee, approved a Dignity at Work statement, and updated ORCID bylaws to ensure consistency among governance documents.
At the same time, ORCID staff are reworking how we engage with our communities. We will be testing out Consortium and Service Provider channel approaches that enable us to scale our activities as adoption increases. We are moving from isolated working groups to a more consolidated interest group approach. We now have over 20 national ORCID consortia, and to better support communication with and between these active communities, we will be launching a Consortia Interest Group this year.
Based on feedback from our communities, we are sunsetting our Collect and Connect badging program and soon will be launching a focused Service Provider certification program. Aligned with the creation of ORCID’s Product function, we will be launching a Product Interest Group this year, to enable better two-way flow of information about new product releases and to collect requirements. Stay tuned to the ORCID blog for more on all of these activities.Productizing our Service
What is ORCID? We provide three essential services:
- a unique identifier
- a set of APIs to enable researchers to connect their iD with their affiliations and contributions, and
- a database to store these connections.
We have spent much of the last few years ensuring that our technology infrastructure is resilient and scales with ORCID adoption. Our technology is essential, but we also provide core engagement and communications functions to ensure best practices. With our new Product and Communications teams, we are now in the position to level up how we deliver information about what we do. We recently released an accessible ORCID home page, will follow soon with a refreshed website, and are working toward an accessible ORCID Registry by the end of 2020. Look for focused campaigns, a more robust library of media and outreach resources, not to mention improved product resources and training.
Over the last year we have implemented processes to clarify how we capture and incorporate community input and feedback into our product offering. We have several projects planned to update the user experience, drive data quality and utility, and continue to improve the value we deliver to researchers, members, and the broader research community. We continue our work with other identifier providers, including DataCite, Crossref, ISSN, and ROR, with the goal of robust openness and information transparency.Measuring our Progress
With our Board, we have developed a 2025 vision. Based on our four core strategies, we have articulated core activities and KPIs. We are building an analytics platform this year that will enable us to develop dashboards for ongoing tracking. We are also carrying out an internal activity-based costing project to better understand service costs, very important for ORCID as we are a non-profit operating on a cost-recovery basis. We will be establishing baselines and 2025 targets this year, and sharing our progress externally in our 2020 Annual Report.
We thank all of you for being part of the ORCID journey and welcome your partnership in the years to come. Together, we are in this for the long haul!Related Documents:
- ORCID 2019 Annual Report
- ORCID 2025 Vision
- ORCID Product Roadmap
- Closing out 2019: Reflections and Thank You
- 2018 Project Roadmap
- 2019 Project Roadmap
In respect of guidance from the World Health Organization and other authorities about the COVID-19 pandemic, we have asked that all ORCID staff halt out-of-country travel immediately. In addition, instead of in-person meetings, staff will be scheduling only web meetings during this time, even for local events.
This travel and meeting guidance will remain in place until April 15, at which time we will announce adjustments based on new data about the COVID-19 pandemic.
While we are curtailing travel, we do not anticipate any disruption to our day-to-day operations. Since the beginning, ORCID has been a global organization with a highly effective distributed team culture working out of virtual offices on every continent. We are well positioned to continue serving our community during this pandemic. Researchers will be able to access the Registry as normal, member integrations will continue to work as normal, and our support desk remains in operation as normal.
If there is anything our team can do to help, please let us know.Blog
As you are probably aware, the ORCID record contains a section for affiliations, including the record holder’s employment at an organization.
If the record holder’s employer is an ORCID member, that organization may post employment affiliation directly to that record if they are granted permission by the record holder to do so. Not only is this convenient and time-saving for the record holder, but by asserting current employment, the member organization builds upon the usefulness of the record by increasing the interoperability of the data.
However, if the record holder revokes permission that was originally granted to post the affiliation before the end of their employment, the member will be unable to update the end date. Therefore, it looks as if the record holder is still employed by the organization when in fact they are not.
Even though this sequence of events is rare in practice, that it is possible at all erodes trust in the assertions, and therefore their usefulness to end users.
Last year we launched our implementation of OpenID Connect, which opened the door to integrators using ORCID as a sign in mechanism to their systems, using the same standards and software used to implement sign in with Google, Twitter, and other social media platforms.
When you use sign on with social media, it is normal for your email address to be passed to the system you are signing into. However, most ORCID users have their email address set to ‘only me’ visibility. This means that we can’t pass it to the system that you are signing in to.
The OpenID Connect standard does not require email address to be released, but this is a case where common practice diverges wildly from the specification. Many tools and systems expect the email address to be there and fail if it is not. Yes, integrators should be able to use the ORCID iD instead of email as an identifier, but in practice they do not. This has led to some highly undesirable behavior, such as integrators asking users to make their email address public so that they can use sign in with ORCID.
There were some other changes to the policy for clarification and completeness.
- We added mailing lists to the list of systems covered by the policy (throughout the policy)
- Clarified the meaning of corporate reorganization (section 6.5)
- Stated reason for keeping cryptographic hash of email address after record deactivation (section 7.0)
Since our launch in 2012, we’ve been fostering openness in communications with our community so we can continually improve our Registry and APIs, and ultimately better meet your needs. Your feedback - whether as users, members, or public API integrators - has been critical in helping us prioritize what to develop, how, and why. For example, we improved our inbox notifications early this year, added new supported work types, and removed the need to have an affiliation start date when an end date was added. This feedback all came from our community.
There are four ways you can see how we are implementing your feedback to improve ORCID:
- What we are working on now: Our Current Development Trello board, which has always been publicly available, shows what we are working on now
- What improvements are on the horizon: Our Product Roadmap Trello board, launched earlier this year, shows what we have committed to implement in the future
- Community requests for UI Improvements: Our User Feedback Trello board is focused on the development of our User Interface (UI), and
- Community feedback from members and integrators: Our Member and Integrator Feedback Trello board captures feedback from the community that could assist in others in their own successful integrations.
After working with Trello boards for over a year now, we’ve determined that they are a much more efficient way for us to manage crowdsourced ideas for improvement, and to share implementation progress with the community. With these new public boards in place, we have decided to sunset our iDeas Forum. Here’s how you can share your suggestions for ORCID enhancements and new features:
- You can tweet us, using the hashtag #ORCIDfeedback,
- You can email us,
- Share your ideas in meetings,
- Participate in Working Groups, or
- Tell us in person at events!
Once we add your ideas to the appropriate board, we will evaluate them for how well they fit with our mission, how easy they would be to implement, and how critical they would be to continued improvement over time. We will provide a link to the person who proposed the idea so they can track the progress in real time!
Please contact us if you submitted an idea previously which you feel is still relevant that has not yet made it to one of our Trello boards.
Our thanks to all of you who have shared your ideas in the past — please keep them coming in future too!Blog
ORCID日本コンソーシアムは、2020年1月より一般社団法人 大学ICT推進協議会・AXIES がリード機関となって発足しました。
You can get a lot done in 365 days. Here is a quick run-through of 2019 at ORCID.
ORCID continues our work toward our vision of a world where all who participate in research, scholarship, and innovation are uniquely identified and connected to their contributions across disciplines, borders, and time.
We organize our work around four core strategies:RESEARCHERS: Position researchers at the center of everything we do
ORCID supports diverse communities. To ensure ORCID is inclusive, we have been working to redesign our website and just launched our new accessible home page (more to come in 2020). We established a product function at ORCID this year, led by Product Director Tom Demeranville, and we also created a Researcher Services team, led by Catalina Wilmers. We launched our Product Roadmap board, where anyone can check in on what we are working on and what is coming up next. We have developed tools and processes for engaging researchers in user interface co-design - with your ideas incorporated into a number of new features and bug fixes this year. And we have met with many of you in focus groups and in our Academia and Beyond working groups to better understand your needs and desires, including hosting a researcher to participate in our annual staff retreat.TRUSTED ASSERTIONS: Enable a wide range of verified iD-ID connections
We released our latest and greatest API 3.0 this year, with support for more affiliations, research resources, more work types, normalized identifiers, and enhanced source transparency. We’ve worked more on supporting organization identifiers, both in the ORCID Registry and in our awareness work in research communities around the world.INFRASTRUCTURE: Invest in developing a robust information infrastructure
We undergo annual external audits of our financials, led by Sarah Hershberger, Operations Director, and our Audit Committee. We have not yet closed out our books, but it looks like we may be able to declare 2019 our break-even year. Woot! We also undergo an annual external privacy and security audit, this year led by Will Simpson, who in addition to being our Technology Director has assumed the mantle of ORCID Privacy Officer. And if that is not enough in one year, Will and Sarah worked with the Audit Committee to create a risk register for the organization, which we are using to prioritize actions for the coming year. The Board completed a self-assessment this year, and a thorough review of ORCID governance policies has resulted in creation of a Board Charter and clarifying updates to our bylaws.STRATEGIC RELATIONSHIPS: Develop sustainability through strategic relationships
ORCID awareness and adoption really took off among funders in 2019. The ORBIT project finalized its findings and recommendations for use of ORCID by funders, and a number of key funders announced policies or workflow integrations, including the US National Institutes of Health and the Australian Research Council. We’ve continued our work in other communities, including a number of presentations at events focused on research administration and evaluation, and direct engagement with publishers in our Peer Review and Publishing working groups.
‘Tis the season to not only reflect, but also to give thanks. I would like to use this opportunity to thank Josh Brown, Matt Buys, and Alice Meadows for their amazing dedication to ORCID and to wish them well in their new adventures. I welcome Ivo Wijnbergen as our new Director of Engagement and Julie Petro as our new Director of Communications. I thank the ORCID team for their ongoing engagement in our work to be a values-driven organization. And I thank the team for moving us all forward to an ever-better understanding of what it means to collaborate - in person, communing with persistence (this year, at the Grand Canyon - look at that blue blue sky!) and in virtual office-land, where we just hosted our first-ever end-of-year closer-to-carbon-neutral (and still fun!) virtual-office party.
Left to Right: Leo Mendoza, Tom Demeranville, Andrej Romanov, Ana Heredia, Brian Minihan, Laure Haak, Estelle Cheng, Ana Patricia Cardoso, Gabriela Mejias, Emilia Kutrovska, Nabil Ksibi, Padma Gopinath, Ivo Wijnbergen, Stephanie Harley, Sarah Hershberger, Bernette Sherman, George Nash, Eric Olson, Julie Petro, Rob Blackburn, Pedro Costa, Liz Krznarich, Julie Balter, Paula Demain, Mitra Najafi-Gheidari, Catalina Wilmers, Mallory Robertson, Shawna Sadler, Will Simpson, Angel Montenegro, and Camillia Lu (not pictured).
ORCID is all about people, and I thank each and every member of our team and our diverse communities for including ORCID in your lives. I look forward to continued global-scale collaboration to develop trust for open information sharing in the coming year.
中国科学院高能物理研究所于2014年11月与ORCID签约，正式成为其会员，由所文献信息部负责相关事务。2015年1月，通过批量注册形式，为全所千余名科研人员获取ORCID iD，邀请成员启动帐号并授权，以实现文献资讯部为其发布资讯、收割资料等功能。 2018年6月开始陆续为授权科研人员上传SCI文章12000余篇，并透过程序将科研人员文章推送到其ORCID纪录。
2015年1月，通过批量注册形式，为全所千余名科研人员获取ORCID iD，邀请成员启动帐号并授权，以实现文献资讯部为其发布资讯、收割资料等功能。 2018年6月开始陆续为授权科研人员上传SCI文章12000余篇，并透过程序将科研人员文章推送到其ORCID纪录。
除了鼓励本所科研人员注册ORCID iD并授权，同时文献信息部也积极倡议请科研人员于研究流程中关联ORCID iD到各相关信息系统。例如身为高能物理文献库inSPIRE核心成员，关联ORCID iD至inSPIRE作者履历，具象化ORCID iD效用。未来期能透过ORCID更有效追踪研究人员发表成果，同时与ORCID合作发展更精致的宣导活动。
（ThuRID,Tsinghua University Researcher ID），提供学者唯一标识并关联ORCID iD进行数据共享。前期积极发展布署ThuRID，而近期开始测试ThuRID和ORCID对接。
ORCID in China
This post was jointly authored by Channing Chai from Social Science Academic Press, Ruirong Liu from Institute of High Energy Physics, Jiao Li from Chinese Academy of Agricultural Sciences and TsingHua University LibraryORCID in China now
In September 2019, ORCID and Social Science Academic Press (SSAP) hosted a workshop in Beijing tailored for publishers, librarians, research managers, research institutions, funders, and associations. We were glad to have this opportunity to engage with communities in China. As an open, not-for-profit organization, ORCID is a community effort - both membership and community support have allowed ORCID to flourish. In this blog post, we will share more about ORCID members from mainland China.Users
Since January 2019, China accounts for the second largest source of traffic to the ORCID Registry (with the U.S. being the largest). About two-thirds are new users and one-third are returning users. This distributional pattern indicates that not only do we have a steady stream of new users to the ORCID Registry, but many existing users regularly return.Members and Integrations
As of November 2019, ORCID has four members in mainland China, each representing various workflows in the research ecosystem that ORCID serves: Publishing, Research Institutes, [SECTOR NAME for CAAS AII], and Research Funding. Read on to learn more about their integrations and how ORCID has been adopted by each.Publishing: Social Science and Academic Press (China) (SSAP)
SSAP was the first publisher from China to sign the ORCID Publisher open letter. Their platform SSAPID integrates with ORCID to provide author disambiguation and literature management in Humanities and Social Sciences. Now researchers using SSAP’s publishing platform can link their SSAPID to their ORCID record to ensure their ORCID record is updated with their works and funding information from SSAP in a timely, accurate way.
SSAP President and ORCID Board member Shouguang Xie said “ORCID provides a unique researcher identifier, which is widely supported in the global research and publishing community. Moreover, it has been adopted by many countries under national grants. ORCID now has become a part of research infrastructure. It has been many years since SSAP put researcher identification as well as connecting research outputs. As of now, we had some great results. Supporting and adopting ORCID iDs is part of our initiative to promote academic development as a publisher.”Research Institute: The Institute of High Energy Physics (IHEP), Chinese Academy of Sciences
IHEP joined ORCID as a member in November 2014 with the Library and Information Services working closely with ORCID. IHEP invited more than 1000 affiliated researchers to connect their iD to the IHEP platform in 2015, and through these connections has shared over 10,000 work items with these researchers through their ORCID record. In June 2018 they started to push about 12,000 works (included in Science Citation Index (SCI)) to their researchers’ ORCID records.
In addition to authentication, the IHEP Library and Information Services encouraged their researchers to authenticate ORCID iD in any research workflow that supports ORCID. For instance, as a core member of inSPIRE, IHEP promotes connecting ORCID iD into authors’ inSPIRE profile and it magnifies the benefits of ORCID iD. In the future, IHEP expressed their anticipation for using ORCID iD to track research outputs affiliated with IHEP more effectively, and develop some communication campaigns with ORCID for their researchers.
Research Institute: Agricultural Information Institute of the Chinese Academy of Agricultural Sciences (CAAS AII)
In 2017, CAAS AII joined as an ORCID member and started integrating ORCID into their platform eScientist, which supports agricultural science researchers to both manage and present their research outputs.
Ever since joining ORCID, CAAS AII has sought to continually improve their API and Registry which has benefitted the development of eScientist. ORCID regularly supports and offers suggestions for eScientist.
As of now, eScientist has collected authentication from researchers of 77 different research institutes, and offers support for their academicians in maintaining their eScientist profiles.
University Library: TsingHua University Library
TsingHua University joined as an ORCID member in October 2015 and are currently integrating ORCID into their Tsinghua University Researcher ID (ThuRID). The integration will provide researcher disambiguation and connect ThuRID with ORCID.
In the process of testing their ORCID integrations they discovered ORCID API documentation on sandbox or workflows are all in English. To benefit the Chinese community, they compiled a supporting manual in Chinese to bring more transparency on ORCID implementations.Next Steps
ORCID relies on community and member support. Since 2014, it has been our pleasure to work with our members in China to fulfill our mission and vision. We look forward to continuing our work with them!Blog
In this blog post, Rosalina Vázquez Tapia, Director of the Virtual University Library at the Universidad Autonoma de San Luis Potosi (UASLP) shares with us their experience integrating with ORCID. We learn why they joined ORCID, their priorities for their integration, how they got the word out to their community, including training workshops for researchers. You'll also see what impacts they've had so far and where they are going from here. One of the most interesting things about this exemplar is how they saw this project from the lens of adding value to their researchers.
1) Please can you tell us your name and your position at Universidad Autónoma de San Luís Potosí (UASLP)
Rosalina Vázquez Tapia. Director of the Virtual University Library of the UASLP
2) Thinking back to a year or so before UASLP joined ORCID, what were the main reasons for you becoming a member?
First, since using ORCID iDs was already considered a project from the National Repository of CONACYT (National Council of Science and Technology) and by LA Referencia (Latin American Network of Institutional Repositories of Scientific Publications); in which we participate, we also considered them as an option for assigning persistent digital identifiers to authors of scientific publications deposited in our institutional repositories, OJS (Open Journal System) or CRIS (Current Research Information System) platforms. Additionally, we knew that some of the main refereed journals in which the UASLP researchers publish were already linked to ORCID and even some of them established it as a publication requirement.
Second, we evaluated the technical advantages that the implementation of the Institutional API of ORCID could offer us for a project that we started towards the end of 2016 with funding from CONACYT. This project consisted of developing a CRIS System under its own model, using open technologies, international standards and different external sources of information, including the ORCID iD for researchers.
3) What were your top priorities once you’d joined ORCID, what did you want to achieve first and why?
Mainly there were three:
- Implement the member API to obtain the authorization of the researchers to read and write in their ORCID records and push the affiliation to link all their work to the UASLP. This implementation consisted of creating an authentication page by LDAP to the Institution’s active employee directory and from there, through the ORCID API the researcher is requested to create and / or authenticate his registry.
- Organize dissemination and training activities in two ways: 1) locally to UASLP teachers with the support of representatives of ORCID, and 2) presenting the project in webinars and workshops hosted by ORCID. In this sense we organized the first workshops at the UASLP in October 2017 given by Ana Heredia and Ana Cardoso, and I presented the project at the COLMEX Workshop (Mexico 2017). We participated in another webinar in 2018, in a workshop in Peru in 2018, webinar UASLP 2019 and finally UASLP participated in another webinar hosted by CUDI in 2019.
- Obtain Collect and Connect certification badges. It was one of our goals that we reached in October 2018. We considered it a priority because it would give our implementation greater support and visibility due to the fact that it was recognized and certified by ORCID. For this, we created a micro site within the BVU site, with all the information about the advantages of ORCID, access to the application for the authentication of researchers through the Institutional API, and training materials and activities.
4) What kind of outreach, communication, and education did you do for users at your organization before, during, and after launching ORCID?
We have carried out three types of training and dissemination activities:
- Executive presentations addressed to directors of schools, faculty, and research institutes. In these we demonstrated how to create and / or authenticate their ORCID iD and how we can work from there, push the affiliation and its publications.
- Training workshops aimed at researchers. To do this, we created the Virtual Open Science Classroom in our educational platform TZALOA (Moodle) where we designed an online course on the authentication and filling of the ORCID iD register and published the training materials and presentations.
- Organization of Webinars and participation in ORCID workshops, to continue promoting the project.
5) What impact has your ORCID integration had internally?
So far it has been good because the vast majority of the teachers to whom we have presented the project have had a good response. However, we still need researchers to link their ORCID iD. We also have to conclude the integration with the CRIS System, the ORBIS (VIVO) platform and the NINIVE Institutional Repository (Dspace), which we believe we can conclude in the first months of 2020.
6) What are your plans with ORCID for the future? How would you like to expand on your current successes?
In the short term, to conclude our integration in order to show researchers that by giving authorization to UASLP and other publishers as trusted organizations, it will allow them to automatically fill in their ORCID records and we will also be able to download their data to our CRIS system, publish them on the portal ORBIS (LIVE) and deposit them (if the publication allows immediate open access) in NINIVE. In this way, our goal is to ensure that at least 80% of researchers have been authenticated during the first four months of 2020.
In the medium term, present the results of our integration in national and international academic events, including those organized by ORCID, and continue with the dissemination and training of teachers and postgraduate students.
In the long term, have a more active role as an ORCID member, participating in their research projects and/or working groups.
7) What do you think would be valuable for other members to know about integrating with ORCID
That they see the added value that they can offer to their researchers in their academic communities, to validate their affiliation, automatically update their ORCID records and synchronize them with their institutional systems or platform.
8) In a couple of sentences, what’s your best advice for other ORCID members about your experience integrating with ORCID?
To have a project plan and a very clear objective of why they need to join ORCID, so that they do not waste time and achieve the results that have been proposed in the short term.
Make the most of the technical and human support offered by ORCID representatives, not only the tools they provide, but the willingness they have to answer questions and support training activities.
9) Lastly, what’s one thing everyone should know about UASLP integration with ORCID?
That it is a very particular integration, because it not only focuses on one platform but also on multiple platforms (CRIS, VIVO, Dspace, OJS) that are part of an open science ecosystem that we are building in the UASLP, in which we intend that from different sources of information, both internal and external, the different systems can be fed and the information kept in sync with the researchers' ORCID records. By achieving this, we will give greater visibility to the Institution's scientific production and a greater academic impact to its researchers.
Entrevista con Rosalina Vázquez, UASLP
1) ¿Puede decirnos su nombre y su puesto dentro de la Universidad Autónoma de San Luís Potosí (UASLP)
Rosalina Vázquez Tapia. Directora de la Biblioteca Virtual Universitaria de la UASLP
2) Pensando en más o menos un año antes de que la UASLP se convirtiera en miembro de ORCID, ¿cuáles fueron las razones principales por las que pensaron en ser miembros?
Primero, porque el ORCID ID ya era considerado por el Repositorio Nacional de CONACYT (Consejo Nacional de Ciencia y Tecnología) y por LA Referencia (Red Latinoamericana de Repositorios Institucionales de Publicaciones Científicas), proyectos en los que participamos de manera institucional, como una de las opciones para asignar identificadores digitales persistentes a los autores de publicaciones científicas depositadas en los repositorios institucionales, plataformas OJS (Open Journal System) o Sistemas CRIS (Current Research Information System). Adicionalmente, sabíamos que algunas de las principales revistas arbitradas en las que publican los investigadores de la UASLP, ya estaban vinculadas a ORCID e inclusive algunas de ellas, lo establecían como un requisito de publicación.
Segundo, evaluamos las ventajas técnicas que podría ofrecernos la implementación de la API Institucional de ORCID para un proyecto que iniciamos hacia finales del 2016 con financiamiento de CONACYT, que consistía en desarrollar un Sistema CRIS bajo un modelo propio, utilizando tecnologías abiertas, estándares internacionales y diferentes fuentes de información externas, entre ellas, los registros ORCID iD de los investigadores.
3) ¿Cuáles fueron sus principales prioridades una vez que se unieron a la comunidad ORCID, qué querían lograr primero y por qué?
Principalmente fueron tres:
- Implementar la API de miembro, para obtener la autorización de los investigadores para leer y escribir en sus registros ORCID y empujar la afiliación para vincular todos sus trabajos a la UASLP. Esta implementación consistió en crear una página de autenticación por LDAP al Directorio activo de empleados de la Institución y a partir de ahí, a través de la API de ORCID se solicita al investigador la creación y/o autenticación de su registro.
- Organizar actividades de difusión y capacitación en dos sentidos, 1) de manera local a los profesores de la UASLP con el apoyo de representantes de ORCID y 2) presentando el proyecto en Webinars y Workshops organizados por ORCID. En este sentido organizamos los primeros talleres en la UASLP en octubre de 2017 impartidos por Ana Heredia y Ana Cardoso, y presenté el proyecto en el Workshop COLMEX México 2017, Webinar 2018, Workshop Perú 2018, Webinar UASLP 2019 y Webinar CUDI-UASLP 2019.
- Obtener la certificación de la implementación del programa Collect & Connect. Fue una de nuestras metas que alcanzamos en octubre de 2018. Lo consideramos prioritario pues le daría mayor soporte y visibilidad a nuestra implementación el hecho de que fuera reconocida y certificada por ORCID. Para ello, creamos un micro sitio dentro del sitio de la BVU, con toda la información a cerca de las ventajas de ORCID, el acceso a la aplicación para la autenticación de los investigadores a través de la API Institucional y los materiales y actividades de capacitación.
4) ¿Qué tipo de divulgación, comunicación y entrenamiento se hizo para los usuarios de su organización antes, durante y después de lanzar ORCID?
Hemos llevado a cabo tres tipos de actividades de capacitación y difusión:
- Presentaciones ejecutivas dirigidas a directores de escuelas, facultades e institutos de investigación, en las cuales les mostramos como crear y/o autenticar su ORCID iD y cómo podemos a partir de ahí, empujar la afiliación y sus publicaciones.
- Talleres de capacitación dirigidos a los investigadores. Para ello, creamos el Aula Virtual de Ciencia Abierta en nuestra plataforma educativa TZALOA (Moodle) en donde diseñamos un curso en línea sobre la autenticación y llenado del registro ORCID y publicamos los materiales de capacitación y presentaciones.
- Organización de Webinars y participación en Workshops de ORCID, para continuar promoviendo el proyecto.
5) ¿Qué impacto ha tenido su integración con ORCID internamente?
Hasta el momento ha sido bueno porque la gran mayoría de los profesores a quienes les hemos presentado el proyecto, han tenido buena respuesta; sin embargo, aún nos faltan investigadores por vincular su ORCID. También tenemos que concluir la integración con el Sistema CRIS, la plataforma ORBIS (VIVO) y el Repositorio Institucional NINIVE (Dspace), que estimamos poder concluir en los primeros meses del 2020.
6) ¿Cuáles son sus planes con ORCID para el futuro? ¿Cómo le gustaría ampliar sus éxitos actuales?
A corto plazo, concluir nuestra integración para poder mostrarles a los investigadores que al darle la autorización a la UASLP y a otros editores como organizaciones de confianza, les permitirá llenar automáticamente sus registros ORCID y a nosotros, descargarlos a nuestro sistema CRIS, publicarlos en el portal ORBIS (VIVO) y depositarlos (si la publicación permite el acceso abierto inmediato) en NINIVE. De esta forma, nuestra meta es lograr que durante el primer cuatrimestre del 2020 se hayan autentificado al menos el 80 % de los investigadores.
A mediano plazo, presentar los resultados de nuestra integración en eventos académicos nacionales e internacionales, incluyendo en los organizados por ORCID, y continuar con la difusión y capacitación a los profesores y alumnos de posgrado.
A largo plazo, tener un papel más activo como miembro de ORCID, participando en sus proyectos de investigación o grupos de trabajo.
7) ¿Qué crees que sería valioso para otros miembros saber sobre integrarse con ORCID?
Que vean el valor agregado que pueden ofrecerle a los investigadores de sus comunidades académicas, para validar su afiliación, actualizar de manera automática sus registros ORCID y sincronizarlos con sus sistemas o plataformas institucionales.
8) En un par de oraciones, ¿cuál es su mejor consejo para otros miembros (y no miembros) de ORCID sobre su experiencia al integrarse con ORCID?
Tener un proyecto y un objetivo muy claro del por que o para que requieren afiliarse a ORCID, para que no pierdan tiempo y logren los resultados que se han propuesto a corto plazo.
Aprovechar al máximo el soporte técnico y humano que ofrecen los representantes de ORCID, no solo las herramientas que proveen, sino la disposición que tienen para resolver dudas y apoyar en actividades de capacitación.
9) Por último, ¿qué es lo que todos deberían saber sobre la integración de UASLP con ORCID?
Que es una integración muy particular, porque no sólo se enfoca a una plataforma sino a múltiples plataformas (CRIS, VIVO, Dspace, OJS) que forman parte de un ecosistema de ciencia abierta que estamos construyendo en la UASLP, en el cual pretendemos que a partir de diferentes fuentes de información tanto internas como externas, se puedan alimentar los diferentes sistemas y mantener la información sincronizada con los registros ORCID de los investigadores. Al lograrlo, le daremos una mayor visibilidad a la producción científica de la Institución y un mayor impacto académico a sus investigadores.Blog
API Users Group News
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- Updates to the ORCID API search
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