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Announcing ORCID's Permissions Pre-Authorization Technical Working Group

Wed, 14 Mar 2018 - 00:00 UTC

Connecting researchers with their research activities is at the heart of what we do here at ORCID, and we’re always looking for ways to make authoritative connections easier to create.  Authoritative connections from publishers, funders, societies, data-centres, aggregators, and others add value to ORCID records and reduce the time researchers spend typing information into forms. The more connections in the Registry, the more the research world benefits.

Authoritative connections have always been made with the researcher’s permission and always will be. However, with over 840 ORCID member organisations operating more than 550 integrations, granting permission may become a burden to researchers in itself.  With that in mind, we are looking into ways to offer users the ability to proactively grant record update permission to organisations of their choice, without having to visit each one individually.

To ensure that this workflow is secure, sensible, user-friendly, and privacy-preserving, we are launching the Permissions Preauthorization Technical Working Group (PPTWG).  This group is tasked with:

  • Helping ORCID assess technical options
  • Specifying a solution for researchers to proactively grant permission

The group will produce a recommendation for handling generation and transmission of the permission tokens used to access a user’s ORCID record.  

The PPTWG will be chaired by Simeon Warner, a member of the ORCID Board and Director of Library Linked Data and Repository Architecture at Cornell University Library. Simeon will be supported by Tom Demeranville, ORCID Technology Advocate.  

Working group membership is voluntary, and is open to individuals with an interest in the topic, who have technical and practical knowledge of APIs, authentication, encrypted token exchange, user-granted permissions, OAuth2, OIDC, and symmetric and asymmetric encryption. Individuals representing third-party systems are encouraged to participate.

We are seeking 6-12 volunteers, and will recognize your participation on the PPTWG web pages on the ORCID website.  We expect members to attend four one-hour web meetings over the course of two months, and to dedicate about four hours to reviewing documents outside of the meetings.

Interested?  Please contact us with a short bio and why you’d like to participate.  




Call for Nominations for the ORCID Board in 2019

Mon, 12 Mar 2018 - 00:10 UTC

ORCID is looking for a new class of Board members to join a dynamic group of professionals from different sectors of the research community.

Each year the Board nominations process gives the ORCID membership a direct voice in the organization’s governance.  The Board’s composition and annual elections are part of ORCID’s charter.

As a new Board member and the Chair of the Nominations Committee, I look forward to working with the other committee members:

Other than two unaffiliated researcher members (myself and Richard de Grijs), ORCID Board members must be from current ORCID member organizations, all of which are eligible to nominate representatives to serve on the Board. In seeking a balanced, diverse slate, we will take into account different sectors, region, skills, and non-profit status requirements, as established in the ORCID bylaws. New Board members should ideally offer perspectives not currently represented or fully represented on the Board.

New Board members will serve for a period of three years, starting from  the February 2019 Board meeting. They are expected to attend each of three annual Board meetings, in person, and to play an active role in ORCID activities during the course of their term.

For more about the roles and responsibilities of ORCID Board Directors, please see the Elections webpage.

Please send us your recommendations for new ORCID Board members using this form. We will consider all recommendations received before August 1, 2018.

The slate will be presented to the current Board for approval at our late September meeting, after which it will be announced publicly. The community has the choice of either voting on the slate or proposing additional candidates (within 30 days of the slate being announced), in which case the election will become a plurality vote by candidate. To propose additional candidates, a group of 20 or more members must submit a nomination in writing to ORCID before November 7, 2018. Note that the group may not include more than one member per consortium (for specific details, see Article III Section 2b of ORCID's Bylaws). We will send notifications and open the election by electronic ballot later in November.

The full process is summarized below:

ORCID 2019 Elections Timetable Date Activity March 12, 2018 Call for Board member recommendations August 1, 2018 Closing date for Board recommendations September 26, 2018 Nominating Committee presents slate for Board approval October 28, 2018 Slate made public November 7, 2018 Closing date for alternative nominations December 6, 2018 Elections by electronic ballot January 1, 2018 Elected members start their term   We look forward to receiving your recommendations over the coming months.   Please contact the nominating committee with any questions, or feel free to reach out to me directly.When voting opens, ORCID will be sending proxies to each main contact listed on ORCID membership agreements. If you would like to update your membership contact information at any time between now and then, please contact ORCID Support.



Looking Out Three Years: ORCID’s Strategic Plan

Fri, 09 Mar 2018 - 18:07 UTC
Planning for the Future

ORCID is transitioning from a start-up into a growing, established non-profit organization. Our community is growing steadily. We have 4.5 million registered users and expect to pass the 1,000 member milestone this year.  As we grow, we must redouble our efforts to ensure reliability - both in terms of our services and our principles.

To guide the transition, in 2017 we engaged in a strategic visioning process. Our core question was how ORCID can optimally position its offering to empower researchers and advance the research ecosystem to drive better research outcomes.

Core Strategies

We started by imagining potential scenarios for the research environment in 2035. With our Board and members of the ORCID community, we considered the implications of these scenarios for ORCID and identified four core strategies that enable the ORCID mission:

  • Researcher: Position the researcher at the center of all that we do
  • Infrastructure: Invest in developing a robust information infrastructure
  • Trusted Assertions: Enable a wide range of verified iD-ID connections
  • Strategic Relationships: Develop sustainability through strategic relationships
Three-year Roadmap

From these core strategies, we have developed a roadmap for the next three years.  In each year, our projects will focus on a community sector or perspective. Building on our earlier work with the publishing community and research institutions, in 2018 we will be deepening our engagement with the funding community, starting with the ORBIT project and encompassing all of our roadmap projects.  In 2019 we will leverage all of this work to focus on researchers.  

You can read more about our work in 2017 in our Annual Report.  And, over the next few weeks, we will be publishing blogs describing our 2018 roadmap projects.  Look for updates during the course of the year!

We thank our Board especially for supporting ORCID in this journey, and we look forward to working with everyone in the community as we implement our core strategies.

For Your Reference

We invite you to consult our website for more information and to follow our blog for regular roadmap updates.


Why We Need to Explore Blockchain Technology to Connect Researchers and Research

Wed, 07 Mar 2018 - 00:00 UTC

We are working toward a day when all researchers can easily and reliably connect their ORCID iD to their contributions. To ensure reliable connections, we in turn rely on persistent identifiers (PIDs) for the contributions. The provenance of the connection and resolution of those PIDs forms the basis of trust in ORCID record information.

While this is all well and great for journal articles, ORCID  sees an urgent need for PIDs to represent and connect researchers to more “things.” Employment, education, qualifications, invited-position, distinctions, membership, service, projects, project proposals, funding, and research resources are just a short list of items that researchers and members want to connect to ORCID iDs.  All of these items have underdeveloped PID infrastructure, if any exists at all. Typically, PIDs resolve to real objects like books and papers. But many of these new types of “things” are social constructs - not physical objects or even digital representations of physical objects. For example: with employment we would never resolve a PID to the actual employment contract but instead to a set of metadata that represents a social construct people use to describe employment.

ORCID is eager to participate in projects that enrich the PID ecosystem. That includes looking at what blockchain can offer us, even if it’s clearly in a tech hype cycle. One such project is Digital Science’s Peer Review Blockchain initiative, which is looking to use blockchain and smart contracts to improve recognition for peer review activities (including connecting them to ORCID records), enable citation of peer review, and increase the transparency of the review process.

Yes, blockchain hype is off the scales, which tends to produce suspicion in those who can count their years in tech by decades. We’ve all seen the tech hype pattern many times before. With the peer-to-peer bubble, Napster, Gnutella, and Kazaa all ceased to exist, but BitTorrent remains. The Internet Y2K bubble had massive failures with Pets.com, Webvan, and Ariba but Amazon.com remains. From this and other technology bubbles, it’s easy to predict failures and hard to predict successes. The tech community quickly enough starts debating potential failures and successes while missing the real potential: LEARNING. Even after the burst, tech bubbles leave behind surpluses in infrastructure. Those who are able to utilize these surpluses and understand paradigm shifts are in the best position to improve services and grow.

We are excited to be starting to work with the community on practical projects exploring the complex blockchain space.  We see potential for delivering new and useful PID types - and in testing the utility versus the hype  of blockchain technology for decentralization, transparency, immutability, and trust in connecting researchers and research. If you’re using - or thinking of using - blockchain in this way, we’d be interested in learning more.



Five Key Highlights from ORCID’s 2017 Annual Report

Tue, 06 Mar 2018 - 01:15 UTC

As a community-led organization with a commitment to transparent and open governance, we are delighted to share our 2017 Annual Report.

Here we report on just a few of the many activities we undertook during 2017. We couldn’t have achieved them without the help and support of our users, members, and partners. 

Reaching Key Milestones

We achieved several adoption and usage milestones, including ORCID Pi Day (to celebrate the 3,141,593rd ORCID registrant) in March; 4 million registrants in time for our 5th anniversary; 1.5 million records with at least one connection, and 10 million unique DOIs connected to ORCID records.  The Registry continues to garner strong global usage. You can find all the latest ORCID stats on our new, improved statistics page.

Supporting Our Users

We overhauled and expanding our outreach resources and information for users, including a new Welcome to ORCID page, ORCID How-to videos embedded at point of need, an updated outreach resources page, and a three-phase communications plan template.  These resouces are available in our ORCID repository, also launched in 2017.  In the last quarter of 2017 alone, there were 223,104 views of our new KnowledgeBase (KB) articles.

Building Our Member Community

We welcomed 218 new members and five new ORCID consortia - in Brazil, Canada, Norway, and South Africa.  At the end of 2017, we had 827 members in 42 countries, who individually had built 515 live integrations across all sectors of our community: research institutions, funders, publishers.  As part of our Collect and Connect program to ensure these integration follow best practices, we reviewed 216 integrations and awarded 47 Collect & Connect badges.  See the ORCID membership  page for the most up-to-date information on members and their integrations.

Ensuring Reliable and Responsive Technology

We made progress on 40 new technology projects, including launching version 2.0 of the ORCID API; migrating to a new content delivery network architecture that better supports our global operations; switching the ORCID identifier to a secure protocol and implementing OpenID Connect; and streamlining the processing of our annual public datafile and enabling on-demand public datafiles for our premium members.

Listening to Our Community

2017 was a very busy year for us, as we engaged with our community through task forces and working groups on a variety of topics: User Facilities and Publications; Organization Identifiers; ORCID in Book Workflows; Displaying iDs in journal articles; and the Refeds ORCID Working Group.  Full information about past and present task forces, working groups, and more can be found on the ORCID community page

But Wait - There’s More!

We warmly invite you to read and share our 2017 annual report. We’d love to hear your feedback! And we invite you to join us for more in 2018.


ORCID na América Latina: Uma Atualização

Thu, 01 Mar 2018 - 00:00 UTC

ORCID continua reunindo apoio na América Latina. 2017 foi um ano muito produtivo, e estamos muito satisfeitos por compartilhar algumas realizações importantes com vocês.

Integrações e adoção do ORCID

Nossos membros na América Latina expandiram suas integrações em 2017, possibilitando que mais pesquisadores usem suas  iDs em seus processos de trabalho de pesquisa.

Em setembro, a Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES), agência de financiamento nacional brasileira dependente do Ministério da Educação, anunciou oficialmente a adoção de iDs dentro de seu sistema de pedidos de financiamento, sistema internacional de subsídios e sistema nacional de avaliação de programas de pós-graduação. O objetivo de CAPES é poder conectar informações sobre afiliação, bolsas e publicações, acompanhar a evolução acadêmica daqueles que recebem o apoio da CAPES; e determinar o impacto de seus programas.

No setor de publicações, a SciELO anunciou que, a partir de 2019, as mais de 250 revistas  brasileiras indexadas exigirão iDs ORCID dos autores durante o processo de submissão. No momento, quarenta e cinco periódicos SciELO já estão solicitando iDs durante a submissão do manuscrito, e vários assinaram a Carta Aberta ORCID.

Uma das universidades mais prestigiadas da América Latina, membro da ORCID, a Universidade de São Paulo (USP), iniciou recentemente uma campanha para promover o registro ORCID de seus pesquisadores. A campanha foi organizada pela Vice-Reitoria de Pesquisa, juntamente com o Sistema Integrado de Bibliotecas (SIBI). Até agora mais de dois mil  pesquisadores conectaram suas iDs ao SIBI.

Também concedemos as primeiras insígnias Collect & Connect na região para a Universidade de Campinas, o Conselho Nacional de Ciência, Tecnologia e Inovação Tecnológica (CONCYTEC) e a Redalyc. É ótimo ter as primeiras implementações exemplares e esperamos que isso leve a mais organizações membros a construir integrações de alta qualidade.


O interesse na ORCID continua crescendo na região. Em 2017, demos as boas vindas a vários membros em toda a região: Fundação Oswaldo Cruz (Brasil),  Centro Internacional de Melhoramento de Milho e Trigo - CIMMYT (Mexico), Pontificia Universidade Catolica do Chile, Universidade Católica Silva Henríquez (Chile) e Universidade de Los Andes (Colombia).  Universidade da Savana (Colombia) se juntou em janeiro.

O Brasil estabeleceu o primeiro consórcio na região. Dirigido pela  CAPES, atualmente conta com  cinco membros: CAPES, Conselho Nacional das Fundações Estaduais de Amparo à Pesquisa (CONFAP), Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq), Instituto Brasileiro de Informação em Ciência e Tecnologia (IBICT), SciELO, e Rede Nacional de Ensino e Pesquisa (RNP) como coordenador da integração. Talita Moreira de Oliveira, Coordenadora Geral de Atividades de Pós-Graduação da CAPES, diz: “a força desse consórcio é o fato de reunir os principais agentes promotores da ciência brasileira e o fato de que a integração permitirá reduzir o tempo dos pesquisadores em informar dados repetidamente em várias fontes, além de proporcionar melhoria da qualidade dos dados disponíveis, promovendo consequentemente a geração de conhecimento de forma mais sistêmica e permitindo melhor acompanhamento e definição de políticas públicas”. O consórcio desenvolverá para incluir institutos de pesquisa no Brasil, tornando-o único em incluir todos os setores da comunidade de pesquisa: agências de financiamento, uma meta-editora que representa as revistas brasileiras mais importantes e as universidades.


Juntamente com El Colegio de México (COLMEX) realizamos nosso primeiro workshop no Mexico em outubro. Com 150 participantes e mais de 100 pessoas acompanhando  via streaming online em todo o país, o evento foi um sucesso total!  Nossos membros Redalyc e Universidade Autónoma de San Luis Potosí apresentaram suas experiência na implementação da ORCID em seus sistemas e, juntamente com o CONACYT, falaram sobre os benefícios do uso de identificadores persistentes em seus fluxos de trabalho.

Também no México, a ORCID esteve presente no evento anual Entre Pares pela primeira vez, para interagir com a comunidade latino-americana em geral e aprender mais sobre os desafios e as oportunidades da comunicação científica na região.

Em outubro, Ana Heredia,  Diretora Regional da ORCID para a América Latina, participou do Forum da Rede Nacional de Pesquisa no Brasil. Ela participou de um painel de discussão sobre os desafios e as perspectivas para a adoção da ORCID em fluxos de informação científica no  contexto nacional, com representantes da CAPES, CNPq e IBICT.

Ana Cardoso, Líder da equipe para as comunidades  nas Américas, representou a ORCID na OpenCon LatAm 2017. Esta foi uma ótima oportunidade para se encontrar e discutir com atores  regionais do acesso aberto sobre o futuro da comunicação acadêmica na América Latina.


Por último, mas não menos importante, recentemente adicionamos legendas em espanhol e em português em  nosso vídeo Por que ORCID?. Este recurso é publicado sob uma licença CC0 e esperamos que ajude a melhorar o entendimento da ORCID entre os pesquisadores latino-americanos.

Nosso desejo para 2018 é continuar trabalhando com vocês para a implementação da ORCID na América Latina. Estamos sempre felizes em receber seus comentários, perguntas e idéias. Entre em contato!



ORCID en Latinoamérica: Novedades

Thu, 01 Mar 2018 - 00:00 UTC

ORCID continúa sumando apoyo en Latinoamérica. 2017 fue un año muy atareado, y estamos encantados de poder compartir los logros más importantes con ustedes.

Integraciones y adopción de ORCID

Los miembros de ORCID en América Latina expandieron sus integraciones en 2017, posibilitando a más investigadores usar sus iDs en sus procesos de trabajo de investigación.

En Septiembre, la Coordinación de Perfeccionamiento del Personal de Nivel Superior (CAPES), la agencia nacional de financiamiento brasileña dependiente del Ministerio de Educación, anunció oficialmente la adopción de iDs en sus sistemas de solicitud de becas internacionales, y en su sistema de evaluación nacional de programas de posgrado. El objetivo de CAPES es conectar información de afiliación, subvenciones y publicaciones, para seguir la evolución académica de quienes reciben apoyo financiero de CAPES; y para determinar el impacto de sus programas.

En el sector editorial, SciELO anunció recientemente que, a partir de 2019, las más de 250 revistas brasileñas indexadas en ésta base exigirán iDs a los autores durante el proceso de publicación. Cuarenta y cinco revistas indexadas en SciELO ya están solicitando registros ORCID durante la presentación del manuscrito, y varios han firmado la carta abierta de ORCID.

Una de las universidades más prestigiosas de América Latina, nuestro miembro Universidad de São Paulo (USP), comenzó recientemente una campaña para promover el registro en ORCID de sus investigadores. La campaña estuvo organizada por la Oficina de Investigación, junto al Sistema Integrado de Bibliotecas (SIBI). Más de dos mil investigadores ya han conectado sus iDs al SIBI.

También hemos otorgado las primeras insignias Collect & Connect en la región a la Universidad de Campinas, al Consejo Nacional de Ciencia, Tecnología e Innovación Tecnológica (CONCYTEC) y a Redalyc. Es magnífico tener las primeras implementaciones ejemplares y esperamos que esto lleve a más organizaciones miembro a desarrollar integraciones de alta calidad.


El interés en ORCID sigue creciendo. En 2017 le dimos la bienvenida a miembros individuales en toda la región: Fundación Oswaldo Cruz (Brasil), Centro Internacional de Mejoramiento de Maiz y Trigo - CIMMYT (México), Pontificia Universidad Católica de Chile, Universidad Católica Silva Henríquez (Chile) y Universidad de Los Andes (Colombia). La Universidad de La Sabana (Colombia) se unió a ORCID en enero.

Brasil ha establecido el primer consorcio en la región. Liderado por CAPES, cuenta actualmente con cinco miembros: CAPES, Conselho Nacional das Fundações Estaduais de Amparo à Pesquisa (CONFAP), Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq), Instituto Brasileiro de Informação em Ciência e Tecnologia (IBICT), SciELO, y Rede Nacional de Ensino e Pesquisa (RNP) como coordinador técnico. Talita Moreira de Oliveira, Coordinadora General de Actividades de Posgrado de CAPES, comenta: “la fuerza de este consorcio está en reunir a los principales promotores de la ciencia brasileña e implementar ORCID en nuestros sistemas de información de investigación. Nuestro objetivo es reducir el tiempo que dedican los investigadores a ingresar datos repetidamente en diversas fuentes, y mejorar la calidad de los datos disponibles, promoviendo así la generación de conocimiento de una manera más sistémica y permitiendo un mejor monitoreo y definición de políticas públicas”. El consorcio continuará desarrollándose para incluir instituciones de investigación de Brasil, haciéndolo único por incluir a todos los sectores de la comunidad científica: agencias de financiamiento, un meta editor representando a las más importantes revistas brasileñas, y las universidades.


Junto al Colegio de México (COLMEX) organizamos nuestro primer taller en México en octubre. Con 150 participantes y más de 100 personas en todo el país siguiendo la transmisión en vivo, el evento fue un éxito total! Nuestros miembros Redalyc y Universidad Autónoma de San Luis Potosí realizaron interesantes presentaciones sobre su experiencia implementando ORCID y, junto al CONACYT, hablaron de los beneficios de usar identificadores persistentes en sus flujos de trabajo.

También en México, ORCID estuvo presente en el evento anual Entre Pares por primera vez, para interactuar con la comunidad latinoamericana en general y aprender más sobre los desafíos y oportunidades de la comunicación científica en la región.

En Octubre, Ana Heredia, Directora Regional de ORCID en América Latina, asistió al Foro de la Red Nacional de Investigación en Brasil. Ella participó en el panel de discusión sobre los desafíos y perspectivas para la adopción de ORCID en sistemas de investigación a nivel nacional, junto a representantes de CAPES, CNPq e IBICT.

Ana Cardoso, Líder del equipo para las comunidades en las Américas, representó a ORCID en OpenCon LatAm 2017. Fue una muy buena oportunidad para reunirse con actores regionales del acceso abierto y discutir sobre el futuro de la comunicación académica en América Latina.


Por último, aunque no menos importante, hemos agregado subtítulos en español y portugués a nuestro video ¿Por qué ORCID?. Este recurso está publicado bajo una licencia CC0 y esperamos que ayude a mejorar la comprensión de ORCID entre los investigadores latinoamericanos.

Nuestro deseo para el 2018 es seguir trabajando con ustedes para la implementación de ORCID en Latinoamérica. Como siempre, nos gusta recibir sus comentarios, preguntas e ideas. Contáctenos!


ORCID in Latin America: An Update

Thu, 01 Mar 2018 - 00:00 UTC

ORCID is gathering support in Latin America. 2017 was a very busy year, and we are delighted to share some important achievements with you.

ORCID integrations and adoption

ORCID members in Latin America expanded their integrations in 2017, making it possible for more researchers to use iDs in research workflows.

In September, Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES), the Brazilian national funding agency under the Ministry of Education, officially announced the adoption of iDs within their funding application system, international grants system, and national post-graduation programs evaluation system. CAPES’ aim is to be able to connect information about affiliation, grants, and publications; to follow the academic evolution of those who receive CAPES grant support; and to determine the impact of CAPES programs.

In the publishing sector, SciELO recently announced that, starting in 2019, all Brazilian indexed-journals (more than 250) will start to require ORCID iDs for authors during the submission process. Forty five journals are already requesting ORCID iDs during manuscript submission, and several have signed the ORCID open letter.

One of Latin America’s most prestigious universities, ORCID member Universidade de São Paulo (USP), has recently started a campaign to promote ORCID iD registration among their researchers. The campaign was organized by the Research Office, together with the Integrated Systems of Libraries (SIBI). So far more than 2,000 researchers have connected their iD to SIBI.

We’ve also awarded the first Collect & Connect Badges in the region to Universidade de Campinas, Consejo Nacional de Ciencia, Tecnología e Innovación Tecnológica (CONCYTEC) and Redalyc. It is great to have the first exemplar implementations and we hope this will lead to more member organizations building high-quality integrations.


Interest in ORCID keeps growing. In 2017, we welcomed individual members across the Latin American region: Fundação Oswaldo Cruz (Brazil),  International Maize and Wheat Improvement Center - CIMMYT (Mexico), Pontificia Universidad Catolica de Chile, Universidad Católica Silva Henríquez (Chile) and Universidad de Los Andes (Colombia). Universidad de La Sabana (Colombia) joined in January.

Brazil has established the first consortium in the region. Led by CAPES, there are currently five members: CAPES, Conselho Nacional das Fundações Estaduais de Amparo à Pesquisa (CONFAP), Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq), Instituto Brasileiro de Informação em Ciência e Tecnologia (IBICT), SciELO, and Rede Nacional de Ensino e Pesquisa (RNP) as the implementation coordinator. Talita Moreira de Oliveira, CAPES’ General Coordinator of Post Graduation Activities, says: “the strength of this consortium is to bring together the main promoters of Brazilian science and implement ORCID in our research information systems. Our goal is to reduce the time researchers spend entering data repeatedly in various sources, and improve the quality of available data, thus promoting the generation of knowledge in a more systemic way and allowing better monitoring and definition of public policies.” The consortium will develop to include research institutes in Brazil, making it unique in including all sectors of the research community: funding agencies, a meta publisher representing the most important Brazilian journals, and the universities.


Together with El Colegio de México (COLMEX) we hosted our first workshop in Mexico in October. With 150 attendees and more than 100 people following via online streaming all over the country, the event was a total success! Our members Redalyc and Universidad Autónoma de San Luis Potosí, delivered interesting presentations about their experience implementing ORCID and, together with CONACYT, they talked about the benefits of using persistent identifiers in their workflows.

Also in Mexico, ORCID attended the annual Entre Pares event for the first time, to interact with the wider Latin American community and learn more about the challenges and opportunities of scientific communication in the region.

In October, Ana Heredia, ORCID Regional Director for Latin America, attended the Rede Nacional de Pesquisa Forum in Brazil. She participated in a discussion panel about the challenges and perspectives for ORCID adoption in research information workflows  at a national level  context, with CAPES, CNPq and IBICT representatives.

Ana Cardoso, Community Team Lead for the Americas, represented ORCID at OpenCon LatAm 2017. This was a great opportunity to meet and discuss with regional open access advocates about the future of scholarly communications in Latin America.


Last, but not least, we’ve recently added Spanish and Portuguese subtitles to our Why ORCID? video. This resource is published under a CC0 license and we hope it will help enhance the understanding of ORCID between Latin American researchers.

Our wish for 2018 is to keep working with you towards the implementation of ORCID in Latin America. We are always happy to receive your feedback, questions, and ideas. Contact us!


Expanding Affiliations in ORCID: An Update

Wed, 28 Feb 2018 - 02:13 UTC

The ORCID Registry currently supports two types of affiliations: education and employment.  Affiliations can be added to the record - or asserted - directly by the user or, with the user’s permission, by an ORCID member organization.  These organizational assertions make it easier for researchers to share information about their affiliations as they interact with ORCID-enabled research information systems.

In late 2017, ORCID reached out to the community to help shape  how to extend affiliations to encompass a wider range of professional activities. There was an overwhelmingly positive response, and we received a lot of helpful advice.  We have taken this feedback and used it to refine our proposal. Variations in practice and locality mean that this was not an easy task, but we are confident that our model strikes a good balance between usability, accuracy, simplicity, and consistency.

In the near future we will add support for several new types of affiliation; qualifications, invited positions, distinctions, memberships and service. These will be separated in the API, but combined in various ways in the user interface to keep it streamlined. We are now in the process of adding these new affiliation types to the Registry as shown in the table below:

There are many nuances to consider when categorizing affiliations and our model is designed to be flexible enough to accommodate them. Roles can have different definitions, and affiliation names can have different meanings depending on context and location.

A good example is “Fellow”, which can mean very different things in different institutions. There are also many affiliations that can potentially fit within more than one category; postdoctoral work is categorized by some as employment and others as education.  Similarly society positions may be considered employment, membership, service, or an invited position depending on the society's rules or current practice.  And the list goes on... 

To help with this, we will be providing guidelines for organizations that will be adding these new affiliations to the Registry, and also for those who would like to use them downstream.

The new affiliation types will be available in the first release of our new API 3.0 in a few weeks time - watch out for more information here soon and let us know if you’d like to help beta test the new API!


Globetrotting with Collect & Connect

Fri, 23 Feb 2018 - 16:41 UTC

To uniquely identify and connect researchers to their contributions and affiliations, ORCID takes both a global and a local approach. And so does our Collect & Connect program. We work with organizations across communities and countries to ensure a consistent user experience, while also respecting local expectations.  Our goal is to foster transparent and trustworthy connections and make it easier for researchers to share information about their work.

We are delighted to recognize ORCID member organizations that have been awarded Collect & Connect badges during the first two months of 2018, and give a special mention to our members that have recently updated their integrations or communications. We encourage our community to continue improving and extending your existing integrations.

Come take the tour with us!

University of North Carolina at Chapel Hill 

Our journey starts in the US at the University of North Carolina at Chapel Hill (UNC-Chapel Hill), member of our US Community consortium. UNC-Chapel Hill has recently launched an integration to collect authenticated iDs from their faculty staff and students.

Fraunhofer-Gesellschaft zur Förderung der angewandten Forschung e.V.

Our next stop takes us to Germany to visit Frauenhofer-Gesellschaft, a member of our German consortium and Europe’s largest application-oriented research institution. In the first phase of their integration, Frauenhofer allows researchers to create or connect an existing iD to their publication database Frauenhofer Publica. Their integration information page is available in German.


University of Antwerp 

Now to the Netherlands, where the University of Antwerp, a member of our Belgium consortium, has integrated ORCID with their institutional repository by collecting and displaying authenticated iDs. University of Antwerp has created a very comprehensive ORCID guide for their researchers, that includes information about their integration and its benefits, available in Dutch and English.


OpenEdition is a non-profit French initiative that promotes Open Access academic publishing through four platforms, with a focus in the humanities and social sciences. Their integration, originally launched in July 2017, allows researchers to connect their iD and export works from OpenEdition to their ORCID records. In addition to their introductory page, they have created a video-tutorial available in French.  


Next, we visit MyScienceWork, based in Luxembourg - a global platform for depositing and discovering scientific publications and patents.  Their integration connects MyScienceWork profiles with iDs and allows users to import publications from ORCID. Users also have the option to let MyScienceWork automatically update their profiles weekly, based on ORCID data.

Instituto de Telecomunicações 

Instituto de Telecomunicações (IT), based in Portugal, is a not-for-profit organization dedicated to promote scientific research in the field of telecommunications. Their integration collects and displays authenticated iDs and allows researchers to import and export works from/to ORCID and their IT Portal. IT has created a great tutorial video to demonstrate to their researchers how to connect their iDs and synchronize information between the two systems.

James Cook University 

Next, we leave Europe and travel to Australia to meet ORCID Australia consortium member the James Cook University (JCU), one of the oldest universities in Queensland. Their researchers can now connect their institutional JCU identity to their ORCID iD and add their affiliation information to records. Their smooth user interface explains the workflow in three simple steps and allows researchers to see the permissions granted.

National Cheng Kung University (NCKU) 

Our final stop is in Asia, where we meet the National Cheng Kung University (NCKU). Their recently launched integration collects and displays authenticated iDs and connects their affiliation and publications to records. NCKU communicates the benefits of their integration and ORCID in Mandarin and English.


Last, but not least, we are delighted to recognize our members who have recently updated their integrations to enable auto-update, and have now been awarded Connect badges :


Their Gates Open Research integration has recently started connecting publication and peer review information to ORCID records. Powered by F1000, it also supports auto-update.


The F1000 Open Research integration allows authors to connect their iD on submission and add publications and peer review activities to their records. F1000 has enabled auto- update of iDs.

Wellcome Trust 

The Wellcome Trust Open Research integration, developed by F1000, collects and displays authenticated iDs and adds publication and peer review data to records. The auto-update functionality is also enabled.

Would you like to be on our list of Collect & Connect awardees? Do you need help getting started with your integration? Have you finished your technical development but need help designing a communication campaign? Make meeting Collect & Connect requirements your new year resolution and contact us for help!


Getting Ready for GDPR

Thu, 22 Feb 2018 - 00:00 UTC


The EU General Data Protection Regulation (GDPR), which comes into effect on May 25, 2018, is the most important change in data privacy regulation in 20 years. GDPR will apply to all companies processing the personal data of all European Union residents, regardless of the company’s location.  Researcher control and privacy are core principles for ORCID, and we have been following the evolution and implementation plan of the regulation closely.

Key changes include:

  • strengthening the conditions for consent, such as requiring the use of clear and plain language and making it as easy for individuals to withdraw consent as to give it
  • increased penalties for non-compliance
  • expanded rights for individuals including access to data held about them and the right to be “forgotten”
  • including data protection in system design, rather than as an after-thought

ORCID’s current privacy policy, which is recertified annually with an external auditor, has already been reviewed by our consortia lead organizations in several European countries. The general consensus is that there shouldn’t be any major compliance issues for ORCID, because:

  • Individual users can provide institutions with authenticated permission to update their ORCID records
  • Individual users have full control of all permissions granted to institutions. The permission can be revoked at any stage.
  • Using the ORCID API, an institution can securely update metadata in existing ORCID records
  • Individuals can delete all items an institution has updated in their ORCID record and control the visibility of these items.
  • The institution does not add entire publications to an individual’s ORCID record, only metadata
  • Systems can only update ORCID records if they have been granted permission to do so by the individual record-holder; the Registry cannot import metadata from other system APIs without individual consent

We are working on an official English translation of the German legal review, which we will share once available.  Broadly speaking, it found no substantive data protection shortcomings. In fact, the summary notes that our privacy policy, which ensures researcher control, is a “model character” that allows users to “view and control at all times which data are processed how on the platform and who had access to the data when.”

Bolstering this positive feedback on our existing practices and policies, we have categorized the GDPR into five main areas that we will be working on:

  1. Data storage
  2. Consent
  3. Data subject rights processes
  4. Security documentation
  5. Legal and contractual review

We will report in more detail on our work in these areas in future blog posts. Please don’t hesitate to contact us if you have any questions in the meantime.


ORCID Mandate Trial at Springer Nature

Wed, 21 Feb 2018 - 00:00 UTC

This post was co-authored by Elisa De Ranieri (Head of Editorial Process and Data Analytics, Nature Journals) and Alison Mitchell (Chief Publishing Adviser, Springer Nature, and ORCID Board member)

Springer Nature was one of the founding members of ORCID, and since 2012 we have encouraged our authors to submit verified ORCID identifiers and we display them on published papers. This ensures authors get credit for their publications, and contributes to improving the transparency of scholarly communication by disambiguating name homonyms. To further support the uptake of ORCID, in 2017 Springer Nature engaged in a trial mandating ORCID identifiers for corresponding authors of primary research manuscripts at 46 journals across our portfolios.

The trial ran from April 27 for 6 months and the mandate was applied at different stages of the manuscript processing: 14 Nature-branded research journals required iDs at acceptance, while 10 BioMed Central (BMC) and 22 Springer journals did so at initial submission. Corresponding authors were able to share their ORCID identifier in the manuscript tracking system (via the ORCID API); without this step the submission would not proceed to the next stage.

A positive outcome

The response from the research communities was a positive one. There were no instances reported of authors who refused to provide an ORCID identifier at acceptance for the 14 Nature-branded journals, and no observable drop in submissions to the BMC and Springer journals participating in the trial that could be related to the mandate.

For the 14 Nature-branded titles, the percentage of corresponding authors on published papers providing an ORCID identifier grew over the course of the trial from 37% to 96% (Fig. 1). We didn’t quite reach 100% compliance, but this was due to technical hiccups rather than authors refusing to comply. As a comparison, for Nature-branded titles that did not take part in the trial this percentage increased from 26% to 45%. This underlies the effectiveness of the trial but also shows that the positive effects of the trial leaked to other Nature titles as general awareness grew.

Figure 1 Fraction of published papers with at least one corresponding authors providing a ORCID identifier as a function of time for the duration of the trial






For the 32 BMC and Springer journals in the trial, it was not possible to track the uptake of ORCID identifiers for corresponding authors separately from contributing authors. However, by comparing the trend in the fraction of authors with an ORCID identifier for journals participating in the trial with that for all other journals, the impact of the trial is evident: the increase in ORCID uptake was 2.5 times faster for journals in the trial (Fig. 2).

Figure 2 Fraction of authors providing a ORCID identifier at initial submission as a function of time for the duration of the trial 






The positive impact of the trial on the Nature-branded titles has been quite remarkable. A sharp increase in the rate with which new user accounts on the manuscript tracking systems are linked to ORCID correlates with the start of the trial (Fig. 3).

Figure 3 Fraction of user accounts on the manuscript tracking systems (MTSs) with a linked ORCID account. The graph includes data from the MTSs of Nature-branded titles and all other journals hosted on www.nature.com. The duration of the trial is indicated by the blue arrow. The black line is a trend line for behaviour prior to the trial start

      Next steps

Given the success of this initiative, the trial did not end and is still ongoing for the journals that originally took part. In addition, Springer Nature is now looking to extend the mandate to more journals and evaluating whether to experiment with a mandate for contributing authors. It will also be interesting to investigate the differences in attitudes towards a mandate among the various research communities. Improvements in the technical systems and workflows will hopefully reduce the number of issues that might affect the success of a broader mandate.

Researchers are more and more aware of the benefits of using ORCID as a single identifier for all their research output, and they seemed willing to engage with this mandate. Slowly but surely, Springer Nature is on the path to have all of our authors registered with ORCID!


Create a sustainable research portfolio with ORCID

Thu, 15 Feb 2018 - 00:00 UTC

There’s a lot of information about your research floating around on the Internet. But it’s not usually doing you much good, because it’s so hard to find and connect with a single person. I can’t tell you how many times I have found an interesting article and wanted to find what else that person had written, and had to hunt up and down for that information. You’ve done the work of producing that research: make it easy to find!

ORCID is the first truly sustainable research portfolio. It saves you time by reducing the amount of work you have to put into re-entering citations and funding figures, and it supports the entire academic ecosystem. Instead of trying to be a repository for all your research files, ORCID simply links to wherever they live. You won’t be pestered with daily emails, you don’t have to be a technical wizard, and you’re in control of your privacy – you can just get on with what you care about.

With ORCID, you can harness the public records about your research. It allows you to link all this data together in a handy page about yourself that you can then share publicly with others, or keep to yourself. Trusted organizations can also integrate with ORCID, and you can choose to share the information on your record with them. I use my iD as an online master list of all my publications: it’s the perfect link to give anyone who wants to read what I’ve done recently, introduce me at a conference, or consider me for a new position. Since the source of the information is clearly shown, it’s easier to confirm that I’m not making it up. If you’re moving around constantly as an early-career researcher, journals can include a link to your ORCID page instead of (or as well as) your email address, and readers will still be able to find you when you’re booted off your last institution’s network. And a growing number of universities allow you to use the information in your ORCID record to create your annual reports. In short, ORCID saves time for both you and your readers – Times Higher Education calls it ‘the new CV’.

The data you bring together also helps the scholarly community as a whole. Unlike most online research profile systems, ORCID is not-for-profit. It doesn’t track you or sell your data. By default, everything you add to your ORCID record (other than your email address) goes into the public domain. If you want to keep something private, it stays that way unless you choose to change it. Instead of lining someone else’s pocket, you’re contributing to shared knowledge about your research when you use ORCID.

ORCID has lots of tutorials to help you get started. Here’s the one-page, three-step version.

1. Get an ORCID record

ORCID gives you a permanent number – like an ISBN, but for people – that can be used to distinguish yourself from other researchers, even if they have the same name, for your entire career. To register for ORCID, all you need is one version of your name, a password, and a valid email address.

If you’ve submitted an online funding application or an article recently, there’s a good chance that they already asked you to sign up – a growing list of publishers require it, as do many funders. If you’re not sure if you have an iD, try putting in a couple of your email addresses (past and present) first thing before you submit the form: the system will immediately tell you if it already has you on file. If you accidentally create more than one ORCID record, not to worry: you can easily remove duplicate records.

Once you have an iD, the first thing you’ll want to do is to add all the email addresses you use in your research (you don’t have to make them public) to ensure that you don’t accidentally sign up again with one of them or lose access to your account. If you don’t feel like remembering yet another password, you can sign into ORCID with your institutional login, or your Google or Facebook accounts.

2. Add your work to ORCID

The ORCID magic begins when you start to add information to your record. You don’t have to type everything manually: just use the ‘Search & link’ button.

Use the Search & link tool to import all sorts of records about your research.

This will show you all sorts of tools that you can use to add works to ORCID. If you mostly publish in English, start with these:

  1. If your research is published in a major journal, Scopus is a satisfying place to start: this is a database of both large publications and who refers to them. Open the page, find yourself, and add the information to ORCID. If you’ve worked in more than one place, chances are good that you’ll be listed more than once. You can ask to have these records merged when you add them to ORCID.
  2. CrossRef is the largest registry of formal research published online with a DOI (a Digital Object Identifier). They almost certainly list your articles if they’re available online through a professional publisher. When you open the linking tool, it will search for your name, which isn’t always effective: you might try searching for the title, or if you know the DOI, you can search for that directly. If you see one of your works that you already got from Scopus, add it anyway: CrossRef data is sometimes more up-to-date, and ORCID should automatically merge the two.
  3. DataCite is another registry of DOIs, focused on research data that doesn’t fit into a formal publication. If you add anything to FigShare, for example, it will be listed there. In addition to searching for your name, you can go into the settings and allow it to add new works to your ORCID record automatically.

If you’re still missing some of your works, you can move on the other linking tools specializing in certain subjects or countries: for example, Europe PubMed Central covers medicine, and the MLA International Bibliography indexes literary scholarship. BASE, the Bielefeld Academic Search Engine, is great for finding publications that are online but don’t have a DOI (such as most theses). If you already have your works in a citation manager such as Zotero or Mendeley, ORCID can also import a BibTeX file.

3. Harness ORCID for your research

ORCID can save you time when you use your iD when applying for funding, jobs, and publications in systems that support it. Submitting an article using your ORCID iD means that you probably won’t need to remember yet another password for the submission system. For publishers that collect iDs and pass them to Crossref – ranging from The Royal Society to the Open Library of Humanities – you can allow automatic updating of your ORCID record with your new publication when it’s out.

You can fill out as much or as little of your ORCID record as you want. There’s another linking tool for adding funding that covers many national research councils and large funding agencies. You can also list your peer review activity by tracking it in Publons and setting it to synchronize with ORCID.

If you have a friend or research assistant willing to update your record, you can add them as a trusted individual without giving them your password.

There are also lots of clever online services that integrate with ORCID to do interesting things for your research:

  • Preserve your work online using Zenodo or the Open Science Framework.
  • See which of your articles could be made open-access using Dissemin.
  • Publish ideas and data informally using FigShare or the Journal of Brief Ideas.
  • Collaborate on scientific papers and submit them directly to journals with Overleaf.
  • Create plain-English summaries of your articles using ScienceOpen or Kudos.
  • Find where your work is being talked about on Twitter with ImpactStory.
  • Link your research listed in the Web of Science database to your record by signing up for ResearcherID synchronizing it with ORCID.
  • Get suggestions for funding applications based on your publications with Pivot (if your institution subscribes).
  • Tell libraries that you’re on ORCID by using the Search & Link tool for ISNI, an ISO standard for distinguishing creators from each other. (If you’ve published a book, you probably have an ISNI.)

Support for ORCID is growing quickly in research software, and it will only get better as more academics and developers adopt it.


More ORCID Outreach Resources!

Tue, 13 Feb 2018 - 16:56 UTC

Thanks to funding from the Leona M and Harry B Helmsley Charitable Trust, in 2017 we were able to develop a new suite of outreach resources for organizations to engage with their researchers about ORCID. The first batch of resources was released in October, to coincide with ORCID’s fifth anniversary, and we are now delighted to share some additional materials for you to adapt and use for your own community.

Translated video captions

The Why ORCID? video is now available with subtitles in Spanish, Portuguese, Chinese (simplified), and Japanese.

These captions will display automatically based on your location/display preferences. You can also turn on captions automatically, by clicking the CC button in the video player toolbar and selecting the captions you’d like to see.

Don’t see your language yet? Please consider joining our translations program to help make these materials available in as many languages as possible - contact us at community@orcid.org to volunteer.

More how-to videos

Our series of how-to videos is expanding, with three new titles now available:

All videos are also available on our Welcome to ORCID page under video tutorials, on our Vimeo channel, and via the ORCID Training section of our repository.

More posters

We have also added some new posters:

  • All about ORCID - two versions available: classic poster, and join-the-dots style. Use this poster in digital or print format to spread the word about ORCID, and give researchers a concise summary of how ORCID can benefit them

  • Tips and tricks for building engaged communities: this poster illustrates how to use ORCID’s customizable and freely reusable communications plan and toolkit

Initial assessment of impact

We are using a variety of metrics to assess the impact of our new outreach resources. Here are some initial findings of usage since launch (October 16, 2017):

  1. 223,104 views of our new KnowledgeBase (KB) articles (to December 31, 2017)

  2. 3.57% of KB traffic comes from the ORCID Registry (to December 31, 2017)

  3. 5.78% to 10.49% increase in users with at least one work, employment, education, biography, other name, person identifier, keyword, website, or more than one email connected to their ORCID record (to December 31,2017)

  4. 467 plays of Why ORCID video, 781 plays of How To videos combined (to January 8, 2018)

  5. 191 downloads of E-poster (all sizes and formats) 120 downloads of outreach presentation (to January 8, 2018)

  6. 30% of respondents to our January Twitter survey were already using these resources, or had plans to do so

As we introduce additional materials, we will continue to track their impact.

We warmly invite you to use and share these resources with your communities.  And please let us know what you think!