Collect & Connect for Research Funding

COLLECT APPLICANTS' AND REVIEWERS’ iDs

Collecting ORCID iDs using the API and authentication processes ensures that the iD belongs to the researcher, that it is correct (e.g., no data entry typographical errors), and that the researcher agrees to it being used. In addition, the API enables verification through an OAuth process, so that when it is used for collecting iDs, verification becomes “baked in”, rather than an additional task for your staff.

 

Research funders, including professional and scholarly associations, can integrate ORCID into existing application and review systems to collect authenticated ORCID iDs and to gain permission to read from/write to your applicants’ and reviewers’ ORCID records (either immediately, or in the future). The iDs can then be used in your local systems to uniquely identify individuals; you may also request permissions from these individuals to use their ORCID record information, such as name, education, current affiliation, and contributions to populate their profiles in your systems.

To qualify for the ORCID Collect badge, you need to:

  • Collect and store authenticated ORCID iDs for individuals with whom your system interacts to ensure that iDs are entered without typos, and the user you are interacting with owns the iD and approves of its use. You may also collect and store the permission access tokens to read, add to and/or update individuals' ORCID records
  • Use the green ORCID iD icon in the link/button to collect authenticated ORCID iDs to create a consistent user experience and help associate the iD icon with a trusted process for researchers
  • Explain the benefits of having an ORCID iD to enable users to understand why you are collecting this information
  • Explain the benefits of including ORCID iDs in your system to demonstrate the broader benefits of ORCID in your organization/sector

Collecting ORCID iDs and permission to read from/write to ORCID records involves prompting individuals to sign into ORCID from within your system and retrieving data from the ORCID registry using the ORCID API. Read more about the steps to complete this process for applicants and reviewers.

Examples of ORCID funder members that are Collecting iDs include the National Institution of Health, the Wellcome Trust, Research Councils UK, and National Institutes of Health Research.


DISPLAY ORCID iDs ON YOUR WEBSITE

Researchers want to know that using their iD in your system has had some effect. The best way to signal that the collected iD is actually put to use is to display it - on your website, with their user profile, with their award. This also helps familiarize all researchers with the ORCID iD icon so they recognize it and know to use their own iD in future.

To qualify for the ORCID Display badge, in addition to the items under “COLLECT”, you need to:

  • Store and publicly display iDs to signal to your awardees that your system is plumbed to support their use of ORCID
  • Display the ORCID iD with the iD icon, following ORCID guidelines to create a consistent user experience and help associate the iD icon with a trusted process for researchers
  • Use the ORCID member logo on any web pages that describe your system's connection to ORCID to demonstrate your membership of/support for ORCID
  • Explain why you collect iDs, and how your site helps your users to enable them understand why you are collecting this information

Read about how to display your awardees' ORCID iDs on the ORCID brand and trademarks page. An example of an ORCID funder that is displaying ORCID iDs is Autism Speaks.


CONNECT ORCID RECORDS WITH ASSERTED FUNDING AND REVIEWS

Making the connection between ORCID iDs and funding information builds trust in digital research information. It enables you to make assertions about the connections between individuals and your organization, which benefits you, the individual, and the scholarly community. Use ORCID APIs to make these assertions public, by adding an entry to the individual’s ORCID record, either in the Funding or Contribution section.

To qualify for the ORCID Connect badge, in addition to the items listed under “COLLECT” and "DISPLAY", you need to:

  • Ingest information from ORCID records to auto-populate forms to save researchers time, eliminate errors caused by manual data entry, and benefit from assertions made by other entities (affiliation, funding, contributions)

- AND/OR -

  • Request permissions to write to/update the user's ORCID record to assert the connection between the individual, your organization, and your funding program.

- IN BOTH CASES -

  • Explain your system connections with ORCID and how they benefit the researcher

Read about the steps need to update your awardees' records as well as update your reviewers' records to recognize their review contributions. Examples of ORCID funder members that are Connecting iDs include Science Foundation Ireland and Autism Speaks.


SYNCHRONIZE ORCID RECORDS WITH YOUR SYSTEM

Synchronizing information between your system(s) and your researchers’ ORCID records helps reduce the reporting burden for them – and you – and improves data quality for everyone. It helps achieve the goal of “Enter once, reuse often”.

To qualify for the ORCID Synchronize badge, In addition to the items under “COLLECT”, “DISPLAY”, and “CONNECT”, you need to:

  • Create bidirectional information flow (synchronization) between ORCID and the integrating system

- AND/OR -

  • Create a search & link wizard available on your site and/or in the ORCID Registry

- AND/OR -

  • Automatically update ORCID records with information from your system, after obtaining short or long-lived permission from an individual

- AND -

  • Explain the benefits of synchronization to your users

Read more about synchronizing your system with ORCID by creating a search & link wizard or enabling automatic updates.

An example of an ORCID funder members that is Synchronizing iDs is UberResearch.

Questions? Please contact the ORCID Community team.