As we continue to celebrate the Year of the Researcher as part of our 2019 Project Roadmap, we are excited to launch two new features which will allow you to combine works on your ORCID record.
Information about the same work may be added to ORCID records from different sources. ORCID will automatically group together, work items with the same identifier. With our new combining functionality, you can now combine work items from different sources that use different identifiers.How to combine work items into a group
To manually select and combine work items, first sign in to your ORCID record. Navigate to your Works section and select the work items that you would like to combine. Finally, choose the COMBINE option from under the Works header section. This brief video shows you how.
Note that the Combine function creates a group of items, and does not merge the items. The combined items will group under the preferred version.Want some help?
In addition to the combine process, we can now also suggest which items to combine, based on title matching criteria. These suggestions are accessible by clicking the “Manage similar works” button under the Works header on your record. You can review the list, adjust as needed, and then confirm the combination. As with the manual process for combining, all items are grouped under the preferred work item. This short video shows how it works.More information
For more information about combining works into groups, please read our KnowledgeBase article. And tell us what you think! Contact us at firstname.lastname@example.org to share any suggestions you have to help improve the ORCID Registry or APIs. Thank you!
- Blog post: Group multiple versions of the same work together
- Blog post: New feature alert! Merge duplicate iDs...
- KnowledgeBase article: Group multiple versions of the same work together
It has been almost two years since our "Collect & Connect: Focus on Latin America" post, when we celebrated CONCYTEC`s achievements as a true ORCID pioneer as the first member in Latin America to be recognized in our Collect & Connect program! CONCYTEC is the Peruvian agency which purpose is to regulate, direct, guide, finance, coordinate, supervise and evaluate the country`s actions in Science, Technology and Technological Innovation, and to promote and drive its development.
Back then, around 8,000 Peruvian researchers had their ORCID iD connected to the national cv system, DINA (now CTI Vitae)1, and ORCID had the support of two member organizations: Universidad Peruana de Ciencias Aplicadas (UPC) and CONCYTEC.
Fast forward two years. CONCYTEC has integrated ORCID into the national CV platform, CTI Vitae, to which now 22,000 Peruvian researchers have connected their ORCID iD1.
We have also welcomed five more organizations in Peru as ORCID members, in 2019: Pontificia Universidad Catolica del Peru, Universidad Andina del Cusco, Universidad Continental, Universidad Nacional Mayor de San Marcos, and Universidad Peruana Cayetano Heredia.
In addition, Peruvian users have been consistently amongst the top five countries to use the ORCID Registry over the past three years, a great indication of the benefit of ORCID to the community!
CONCYTEC and ORCID
CONCYTEC has been part of the ORCID community since 2015 and was the first Latin American governmental funding agency to integrate with ORCID. Their ORCID integrations with DINA (the national cv platform, now renamed CTI Vitae) and ALICIA (the national open access repository), allow researchers to import publications from their ORCID record to their CTI Vitae, and to export their contributions from ALICIA to their ORCID record. This means less administrative burden for Peruvian researchers and increased international visibility for local research.
"ORCID is an element of first importance for the national and international interoperability of the National Information Network in CTI's systems, and to increase the visibility of Peruvian researchers". Knowledge Evaluation & Management Office (DEGC) - CONCYTECThe PeruCRIS project
The PerúCRIS project aims to establish, develop, and operate the country’s National Information Network on Science, Technology and Technological Innovation in CTI, which will allow the consolidation and management of scientific and academic information throughout Peru. It will also enable the generation of statistics to support decision-making - at the institutional, regional, sectoral, and national levels - in addition to making the activities, capacities, and scientific production of Peruvian researchers globally visible.
Building the National Information Network in CTI requires the incorporation of best practices in the research information management. To achieve this goal, CONCYTEC has established strategic alliances with key institutions in the international open science community -- DURASPACE, euroCRIS, LA Referencia, COAR, and ORCID.Campaign for ORCID Adoption
In October 2018, CONCYTEC launched a campaign for national adoption of ORCID as the unique persistent identifier for researchers at the national level. This means that all Peruvian researchers will have an ORCID iD. The project also involves:
- ORCID integration. Authenticated sign-in to CTI VItae through ORCID, plus the ability to import and export publications to and from ORCID and CTi Vitae
- ORCID training. CONCYTEC has been actively reaching out to Peruvian research institutions to share ORCID`s best practices for researchers and organizations. This approach includes visits and on-site training, dedicated webinars and general webinars. ORCID has been working since 2018 with CONCYTEC on a series of webinars for researchers and organizations, continuing through 2019. To see more information, including a calendar of activities and videos, or to register for an upcoming webinar, visit Talleres ORCID
- Institutional affiliation and affiliation coordinator. This functionality enables institutions to monitor their researchers' ORCID registration and thus track the progress of ORCID adoption
In July last year, CONCYTEC organized the First Meeting of STI Information Managers, bringing together representatives from 141 public and private Peruvian universities, and 25 public research institutions. Speakers from key Latin American and European organizations related to STI information management, including La Referencia, ORCID, EuroCRIS, 4Science, DuraSpace, CINECA, and others shared technology updates, as well as standards and best practices in the field.
A few months later, in October, CONCYTEC and ORCID co-sponsored a one-day workshop at Universidad ESAN, where we shared progress to date and future plans with the community. Representatives from two ORCID members in the region -- Universidad Autónoma San Luís Potosí (Mexico) and Universidad Peruana de Ciencias Aplicadas (Peru) -- also shared their experiences of implementing ORCID
During 2019, CONCYTEC and ORCID are running a series of joint webinars for researchers and for research institutions, explaining the benefits of ORCID membership, and both organizations will also be at the Latmetrics conference, in Cusco this November.
Learn more about ORCID and CONCYTEC in this great video CONCYTEC prepared about our work together!Universidad Peruana de Ciencias Aplicadas: a precursor
UPC was one of our first members in Latin America, and the second in Peru, joining ORCID in 2016. One of UPC`s first actions was to integrate ORCID with the institutional digital repository, making it mandatory for all researchers depositing thesis and dissertations to have and share their ORCID iD, and facilitating for authors to register their works. This included the production of campaigns and material to facilitate the creation of ORCID iDs by researchers.
As a result, today UPC has more than 2,000 researchers with an ORCID iD, which allowed the following actions:
- Adoption of a unique identifier for users in the digital context of the University;
- Standardization of user names when registering information in academic and research information systems;
- Generation of an organizational culture that allows users to maintain a unique way of registering the authorship of their work.
- UPC`s scientific publications developed a policy of including author`s ORCID iDs.
Libio Huaroto, Head of Repositories at UPC, a repositories management expert, and an ORCID enthusiast told us:
"Undoubtedly, the incorporation of ORCID and other identifiers in academic and editorial processes of the University have improved research work, facilitated its dissemination and improved tracking."
With all the great progress being made, we are very happy to continue working on building an ORCID community in Peru, and helping to create our second consortium in Latin America!
1 Source: CONCYTEC (https://perucris.concytec.gob.pe/adopcion-orcid)Blog
Besides “running the back office” through managing finances and accounting, human resources, and our internal systems and tools, the role of the ORCID Operations team is to continually work to ensure our processes are aligned with our values of transparency, persistence, and trust.
This year, we continue our work to improve our operational efficiency. Our Operations team of four has been working on a number of projects to this end, including improvements in our accounting processes, updating our internal systems and equipment in line with our focus on researcher control and privacy, as well as improving the transparency and automation of our internal operating procedures to optimize staff time.
We are happy to announce an important operations milestone for 2019: we have fully automated our accounts receivable process and have added international credit card processing capabilities through our new Stripe payment portal. Not only is this important for our global membership base, but we have also freed up more time for our Engagement team members to connect with you!
We are also working to establish an internal sign-on system to enable better staff access across our information platforms, as well as improving our management of external mailing lists to ensure you get our newsletters and service messages. Look out for more Operations news in future posts!
This post is authored by Anita Bandrowski
In the early days of the Antibody Registry, we interacted with a researcher who had made a really useful antibody, which she believed had been used in “hundreds of papers.” She sent the reagent to numerous colleagues, some of whom thanked her in their papers -- but each in a different way -- while others didn’t acknowledge her contribution at all. So, when asked to produce a list of the papers that used the antibody she was at a loss. Our system for crediting producers of scholarly artifacts -- often quite useful ones -- other than papers, was quite broken.
Today, the Antibody Registry (antibodyregistry.org) enables researchers to universally identify antibodies used in their research, by assigning unique persistent identifiers (Research Resource Identifiers or RRIDs) to each antibody. This enables the antibodies to be specifically referenced, for example, in the methods section of a paper and easily discovered by humans and search engines.
Before the Antibody Registry started there was no way to answer a simple question such as “how many antibodies are out there for me to use?” or “what percentage of the genome is covered by antibody reagents?” It was also very difficult to track down which antibodies were being used in a particular paper. Although the answers to these questions are still not perfect, they are closer to “the truth” than was previously possible. As you can imagine “the truth” changes each time anyone makes a reagent either in a lab or a company, however, when those reagents are published to websites by companies or in papers by researchers, the Antibody Registry can come into play, by registering the antibodies created by those researchers. Many journals now insist that, if you reference an antibody in a paper, it should have an RRID, which then enables that antibody to be tracked throughout the literature.
However, this does not solve the credit problem. That’s where ORCID comes in.
The Antibody Registry has now added ORCID identifiers to our user interface, enabling the researcher who made the antibody to claim credit for it. ORCID already supports RRIDs, which means that the Antibody Registry can connect a particular reagent (e.g., RRID:AB_528484) with a specific researcher. In future, we plan to also post antibodies to ORCID records.
The Antibody Registry displays ORCID iDs
We hope that, in the not-too-distant future, our original researcher will be able to make an antibody, register it with an RRID linked to her ORCID account, and get credit she deserves when that antibody is used by her colleagues, and their papers include both the RRID AND her connection to it as the antibody creator.Blog
Dieser Beitrag wurde von Paloma Marin Arraiza und Christian Gumpenberger verfasst.
Österreich hat einen großen Schritt nach vorne gemacht, um ORCID auf nationaler Ebene einzuführen. Die offizielle ORCID Austria Auftaktveranstaltung fand am 13. Juni in Wien statt. Ko-organisiert von den Konsortiallead Organisationen TU Wien und Universität Wien und unterstützt durch ORCID und E-Infrastructures Austria Plus, war dies bereits der dritte ORCID-Workshop auf österreichischem Boden, wenngleich der erste mit einem bestehenden nationalen Konsortium. An der Auftaktveranstaltung nahmen 35 Personen aus 24 Institutionen teil und diskutierten die Vorteile und Herausforderungen einer Integration von ORCID.
Dank der Beteiligung von Paul Vierkant (Helmholtz-Zentrum Potsdam), Gabriela Mejias (ORCID) und Pauline Crépel (MyScienceWork) konnte die Diskussion über die Grenzen und Systeme Österreichs hinaus fortgesetzt werden. Als Vertreter des deutschen Konsortiums gab Paul Vierkant einen Einblick in ORCID-DE als DFG-gefördertes Projekt und Konsortium. Das ORCID-DE-Projekt hat die Zusammenarbeit zwischen der Deutschen Nationalbibliothek, dem Helmholtz-Zentrum Potsdam und der Universität Bielefeld erheblich gefördert. Diese Institutionen haben sich zum Zweck einer Kooperation an der Gemeinsamen Norm Datei (GND) und Bielefeld Academic Search Engine (BASE) zusammengeschlossen
Eine weitere lesson learned des deutschen Konsortiums ist, dass seine Mitglieder bisher durchschnittlich ein Jahr gebraucht haben, um ihre ORCID-Implementierung vom Bekunden des Interesses an einer Mitgliedschaft bis hin zum Beginn der Integration erfolgreich abzuschließen. Gabriela Mejias konzentrierte sich auf die Verwendung der ORCID-API, während Pauline Crépel die Bedeutung der Schaffung benutzerfreundlicher Systeme betonte, die sicherstellen, dass die Benutzer ihre ORCID-Einträge auf intuitive Weise mit dem integrierenden System verbinden können.
Während der Diskussionsrunde brachten die PodiumsteilnehmerInnen ihre persönlichen Ansichten und Erfahrungen mit der Integration von ORCID und der Verwendung von ORCID bei Finanzierungsanträgen ein (der Wissenschaftsfonds (FWF) ist einer der 11 Unterzeichner des ORCID Funders Open Letter).
Sie diskutierten ORCID im Zusammenhang mit den geltenden österreichischen Rechtsvorschriften über personenbezogene Daten an Universitäten und Forschungseinrichtungen (einschließlich Datenschutz) und behandelten auch Themen wie technische Schwierigkeiten oder Mangel an technischem Personal bei der Implementierung sowie Anforderungen an in Österreich verwendete Informationssysteme (z.B. OJS, PURE, Researchfish).
Die Konsortialmitglieder wurden gebeten, Feedback darüber zu geben, welche Systeme potenzielle Kandidaten für zukünftige ORCID-Integrationen in Österreich darstellen. Diese Information ist wichtig, damit die Konsortiallead Organisationen auf die Erfahrungen der globalen ORCID-Community zugreifen können, wenn die Konsortialmitglieder ORCID in diesen Systemen implementieren.
ORCID Austria: Was kommt als nächstes?
Nach dem offiziellen Start von ORCID Austria haben die TU Wien Bibliothek und die Universitätsbibliothek Wien die Gemeinsame Grundsatzerklärung veröffentlicht, die das Governanceund Mitgliedermodell des Konsortiums sowie die Vorteile und Möglichkeiten der institutionellen Umsetzung von ORCID enthält. Ihre Strategie konzentriert sich auf die Erreichung der folgenden Ziele bis Dezember 2021:
1. Doppelt so viele Forschende in Österreich sollen eine ORCID iD haben als zum Zeitpunkt der Gründung des Konsortiums,
2. die ORCID iDs sollen mit den Forschungsergebnissen der letzten (mindestens) 10 Jahre verlinkt werden,
3. Ministerien und Forschungsförderer sollen ORCID-Daten, soweit möglich, für die Berichterstattung und Bewertung der institutionellen Forschungsleistung nutzen.
Der Launch der ORCID Austria Website - eine Plattform mit Informationen, häufig gestellten Fragen (FAQ) und regelmäßigen Nachrichten und Updates über ORCID (sowohl in Österreich als auch international) für Konsortialmitglieder und alle Interessierten - wird in Kürze folgen. Im Dezember werden die Konsortialleads auch ein Webinar mit offener Beteiligung veranstalten, um das erste Jahr des Konsortiums zu kommentieren und einige Anwendungsfälle hervorzuheben.Blog
Austria has taken a major step to adopt ORCID on a national scale. The official ORCID Austria launch event took place in Vienna on June 13. Co-hosted by consortium lead organizations TU Wien and the University of Vienna, supported by ORCID and E-Infrastructures Austria Plus, this was the third ORCID workshop in Austria, but the very first with a national consortium in place. The launch event was attended by 35 participants from 24 institutions. They discussed the benefits and challenges of integrating ORCID.
Thanks to the participation of Paul Vierkant (Helmholtz Centre Potsdam), Gabriela Mejias (ORCID), and Pauline Crépel (MyScienceWork), the discussion was extended beyond Austrian borders and systems. Representing the German Consortium, Paul Vierkant gave an insight into ORCID-DE as both a national-funded project and a consortium. The ORCID-DE project has fostered collaboration between the German National Library, the Helmholtz Centre Potsdam, and the University of Bielefeld, which have joined forces to work on the Integrated Authority File (Gemeinsame Norm Datei – GND) and the Bielefeld Academic Search Engine (BASE). Another lesson learned from the German consortium is that, to date their members have taken about a year to complete their ORCID implementation, from the expression of interest in membership until the integration launch. Gabriela Mejias focused on the use of the ORCID API, while Pauline Crépel stressed the importance of creating user-friendly systems -- ensuring that users can connect their ORCID records with the integrating system in an intuitive way.
During a roundtable discussion, the panelists contributed their personal views and experience with integrating ORCID, and the use of ORCID in funding applications (the Austrian Science Fund (FWF) is one of the 11 ORCID Funders Open Letter signatories). They discussed ORCID in relation to current Austrian legislation on personal data within universities and research institutions, including data privacy, technical difficulties or lack of technical staff, and requirements for information systems used in Austria (for instance, OJS, PURE, Researchfish). Consortium members were asked to provide feedback on which systems are potential candidates for future ORCID integrations in Austria, so that the consortium leads can leverage the global ORCID community as consortium members implement ORCID in these systems.n.
ORCID Austria: What’s next?
Following the official launch of ORCID Austria, TU Wien Bibliothek and the Vienna University Library have published the Joint Statement of Principles that includes the consortium’s governance and membership model, as well as the advantages and opportunities of ORCID institutional implementation. Their strategy focuses on achieving the following goals by December 2021:
1. Double the number of researchers in Austria that have an ORCID iD, compared with the estimated number of iDs at the time the consortium was established
2. All Austrian researchers’ ORCID iDs should be connected with their research outputs from at least the last 10 years
3. Austrian ministries and funders, as far as possible, should use ORCID data to evaluate and report on institutional research performance
The launch of the consortium website -- a platform with information, frequently asked questions, and regular news and updates about ORCID (both in Austria and internationally) for consortium members and beyond will follow shortly and, in December, the consortium leads will also host an open participation webinar to comment on the first year of the consortium and highlight some implementation use cases.Blog
Founder and CEO of Rescognito, Inc.
In comments made during 2018 Council of Science Editors plenary address Alison Mudditt, the then recently appointed CEO of PLOS, observed that “research is not article shaped”. In other words, research outputs now encompass far more than can be effectively encapsulated in the seventeenth-century construct of a research paper.
With almost $2trillion dollars invested globally in research each year1, let’s just say that research funders and academic institutions are increasingly curious about outputs such as data, software, algorithms, protocols, mentoring, public impact, etc.
At the other end of the research ecosystem, researchers (especially early career researchers) are frustrated that their many contributions to research output are overlooked by traditional measures of impact. As noted by Stephen Curry, at Imperial College London, “Researchers deserve to be judged on the basis of what they have done, not simply where they have published — and to be given credit for the many contributions they make above and beyond the publication of research papers.”2
In light of these needs, we founded Rescognito with the idea that research credit and recognition should be:
· Open (free for individual researchers)
· Transparent (direct recognition, not via opaque measures of impact)
· Democratic (anyone with an ORCID iD can participate)
· Granular (a broad range of research outputs recognizable)
· Attributable (tied to an authenticated ORCID iD or institution)
· Standards-based (ORCID, DOI, ROR, and CRediT)
For these reasons, ORCID was a natural partner for building a new platform designed to integrate with the existing ecosystem. The objective of Rescognito is not to “disrupt” or to “dis-intermediate”, but to work with existing scholarly societies and other participants, keeping them at the heart of research evaluation and reputation management. Rescognito does not store content, it is not a social network nor workflow system; it is just a thin layer exclusively focused on recognition of a wide variety of research contributions.
Using our platform, recognition is attributed using a counter called a “COG” (short for ReCOGnition) and the ORCID iD of the person granting the recognition. By themselves COG totals are a relatively superficial metric; but because they are open, transparent and attributable, we anticipate that layers of analytics, visualization and possibly AI will provide valuable insights into research trends and people.
We use the CRediT3 taxonomy, supplemented with a continuously-evolving list of home-grown recognition reasons (feedback welcome!) useful for recognizing non-article-based contributions and non-science works in the humanities and arts:
Thanks to ORCID our system can reliably identify research professionals (for example, the afore-mentioned Stephen Curry along with his works: https://rescognito.com/0000-0002-0552-8870):
ORCID integration ensures that the recognizing person is also transparently and reliably identified (for example, https://rescognito.com/0000-0002-7563-0125):
Rescognito also allows self-recognition as a way to claim/assign CRediT for a previously published work (for example, https://rescognito.com/0000-0002-0673-1360):
Our upcoming launch in September of 2019 will include Institutional Recognition meaning that organizations will be able to recognize research behaviors and outputs that they want to encourage and reward.
Also in upcoming in September is article-based-recognition that will allow multiple contributors (provided they have an ORCID iD in the metadata) to be recognized for multiple CRediT contributions in one action.
If you would like more information, please contact us (link to https://rescognito.com/contact.php).
In summary, will recognition make any difference? I can’t say it better than Alex Holcombe in his recent Nature article:
“Will making less-acknowledged roles more visible really change things? It will. Research institutes recruiting for positions such as programmers, statisticians and project managers will have better information for hiring. Applicants for grants will find it easier to show funders that they have the right skills. The allocation of scientific resources will shift to more effective combinations of researchers.”4Blog
Our first year
The Israeli ORCID consortium was officially established in July 2018 a few months after the first ORCID workshop in the country, following the decision to build a national research database and portal. The consortium is led by the Inter-University Computation Center (IUCC) and includes eight of the nine Universities in Israel. We expect the Open University of Israel to join as a member soon.
Our consortium goals are to raise awareness about ORCID among the research community in Israel, and promote ORCID integration with Israeli academic journals and grant applications for Israeli research funds. Our current efforts are focused on ORCID implementation in national databases, such as:
- National name authority file (Maintained by the National Library of Israel)
- Academic library catalogues
- Indexes of academic Israeli publications in Arabic and Hebrew
Our first year of operation has been very productive in terms of bringing the community together to work on ORCID implementation. In March, we hosted the second ORCID workshop in the country -- our first as an established consortium. It was a great opportunity for members to share their progress to date, discuss challenges, and examine the national research network plan. Currently six members have completed an ORCID integration and the other two are in the development stage. As required for our national research network plans, all integrations collect authenticated iDs and push affiliation data and keywords.
More recently, I attended the ORCID Consortia Workshop to present two regional integrations and a poster about our consortium multilingual challenges. The ORCID Israeli consortium was recognized there with an award “For Excellence in Fostering ORCID integrations”.
National CRIS plan and next steps
The Israeli national research database and portal will be based on independent installations of CRIS (Current Research Information System) in each of the universities, plus an aggregated environment for showcasing and benchmarking overall research resources and outputs in Israel.
The main challenge faced when designing the national research environment, was that CRIS systems usually harvest works from databases that prioritize STEM researchers publishing in English. Humanities research outputs (e.g. conference proceedings, books, theses and dissertations, etc.) and works in Hebrew and Arabic are often missing from their automated harvesting. For that reason, the ability to assign all kind of works to the correct researcher, institution, organizational unit, and hierarchy, and to capture publications both in Hebrew and Arabic were among our central requirements for a national CRIS provider.
ORCID is an essential part of our national CRIS infrastructure as it allows us to synchronize data from different systems and thus overcome those challenges. So, when selecting a CRIS provider, we had the following requirements:
- Use ORCID to identify and connect affiliation, works and funding data with researchers
- Integrate the ORCID API for authentication, and as an identification key in the database and when communicating with other systems
- Enable synchronization: continuously read, write, and update information from/to ORCID records
For the first phase of this project, all consortium members have to integrate ORCID and their HR systems to collect read/write permissions from researchers and to assert employment data (and sometimes keywords) to records. As part of this process, ORCID iDs will be stored in each institutional HR system, along with other personal details and identifiers. The use of HR systems for this was recommended because they have several advantages: they are designed to store personal information, providing both security and privacy; and they are already integrated with many other institutional systems (Research, Library, CMS, etc.). HR systems will be one of the sources for the national CRIS.
After analyzing the bid proposals received, we’ll announce the selected CRIS provider, probably in September, and start the next phase of the project. The next goal for member integrations is to read and write works data from ORCID records (using the CRIS), and to read keywords that describe fields of expertise.
Look for more news on our progress and other consortium updates soon!Blog
Are you interested in learning about how we host the ORCID Registry and APIs? Would like to know how we deal with high availability, scalability, and recovery in the event of a disaster? If so, then this post is for you!
We handle eight million page views each month on the ORCID Registry, but the bulk of our traffic is on the APIs, which currently receive over 100 million hits per month. One of our core strategies is to invest in developing a robust information infrastructure, so we need to be confident that the technology we use to support this usage is reliable and secure.
The Registry and the rest of the website on orcid.org are routed through a Content Delivery Network (CDN) -- a cloud service provider that has 150+ datacenters around the world. When your browser connects to orcid.org, the static parts of the site are served from a local datacenter near you, to enable faster load times.
The CDN has some other useful features, such as protection against distributed denial of service (DDoS) attacks, and real-time security scanning against hacking threats.
The Registry pages are hosted at our main datacenter, where traffic is load-balanced across a cluster of app servers, while the Registry data are stored in a cluster of three powerful database servers, on encrypted file systems. One is a master database, where updates are made and two are replica servers, which receive a copy of the data in real time. The replica servers are used for most of the “read” operations of the Registry and APIs, but are also hot standby servers meaning they can be promoted to be the master in the event of a failure.
We have an assortment of other servers supporting the production system, which shuffle data around to build search indexes, keep an up to date dump of public data in a different data center, and run scheduled tasks such as email reminders.
We automatically backup the database twice daily, encrypt the dump, and push it to another cloud service provider on a different continent so that, in the event of a disaster at our main datacenter, we can use the database backup to restore the system. We regularly test that this process is working using a temporary offline server.
This is a solid base. However, ORCiD keeps growing and we are increasingly relied upon as part of the research information infrastructure. So we need to do more to ensure the community can continue to depend on us.
What would we like to improve?
We’d like to have app servers and database replicas in multiple locations, so that we don’t have to rely on the somewhat lengthy database restore process, or lose data since the last backup. We’d like to be able to provision new servers in a matter of minutes, rather than hours, in case of sudden increase in demand.
We are considering separating the most critical parts of the system such as registration, sign in, and authorization to an isolated system, and would also like to ensure that public API traffic problems do not impact the Registry and Member APIs.
Let us know what you think about our plans! How do we compare with your own organization and other services you rely on? Is there more we could or should be doing? Do you have any advice for us based on your own experience? Contact us with your input and feedback!Blog
PLOS has been an enthusiastic supporter of ORCID since joining as a member in 2013. They recently adopted our peer review functionality, enabling their reviewers to get credit and recognition for the important work they do. In this interview, their Publisher and Executive Editor and ORCID Board Chair, Veronique Kiermer, tells us more about PLOS and ORCID.
Please can you tell us a bit about PLOS and your role there?
PLOS is a nonprofit Open Access science publisher. Our mission is to empower researchers to accelerate progress in scientific communication by ensuring the discoverability, accessibility, and recognition of their work. We publish seven journals with varying scopes and criteria.
I am the Publisher and Executive Editor at PLOS. Among other things, I work with the editorial and publishing teams across all journals to set the editorial direction and develop policies and programs that promote Open Science practices. We see Open Science as a critical ingredient to ensure the rigor and integrity of the content we publish, and also as an important element of how science is increasingly conducted. We work with researchers to facilitate best practices and to help them receive credit.
When and why did you get involved with ORCID personally?
I first became involved with ORCID in the early days of the organization. At the time, I was working as Executive Editor at Nature Publishing Group, which was one of ORCID’s founding organizations. I immediately became a champion because I saw ORCID as a wonderful collaborative community initiative that tackles a central question for researchers and scholars: getting due credit for their work. Credit is central to academic success and yet the infrastructure to provide credit is suboptimal.
As an editor I also knew how hard it can be to identify potential reviewers with common names, and I had spoken to many researchers who, having changed their name at some point in their career, were worried about their bibliographic record turning up incomplete.
I knew ORCID was addressing an important problem and I liked the principles of openness and researcher control that they baked in at the beginning. ORCID is also a demonstration of how multi-stakeholder, cross-industry collaborations can work. I have volunteered in various capacities over the years to help the organization succeed in its mission and since 2017 I have served as Chair of the ORCID Board of Directors.
And what about PLOS and ORCID - when, why, and how have you been engaging with us?
PLOS is a long-time member of ORCID. We first offered authors the option to enter ORCID iDs in the Editorial Manager submission system in 2013. We added ORCID sign-in in 2014, and in 2016 became one of the first publishers to sign the open letter committing to implement ORCID according to their best practices for publishers across our entire portfolio. Later that year, we began requiring ORCID for all corresponding authors at initial submission.
Last week, we were very excited to extend ORCID to our peer reviewers as well. PLOS will automatically update the ORCID record for reviewers who give permission, confirming that the individual has completed a review.
Reviewers deserve credit and recognition for the work they do in assessing and improving manuscripts--but this activity has so far been mostly kept behind the scenes. At PLOS we use single-blind review as a standard, but allow reviewers to sign their peer review comments if they wish. Last month, PLOS started offering authors the option to publish the peer review history of their manuscript alongside their published article. If the peer reviewers have chosen to sign their comments, their names will appear in the published peer review history. We see this as one step towards elevating peer review to a scholarly output in its own right.
For various reasons, however, many reviewers prefer to remain anonymous. The ORCID integration allows all reviewers to get credit for performing reviews regardless of their preference about revealing their names, or the authors’ preference about publishing reviews. Thanks to the new ORCID integration, researchers can now keep track of their peer review contributions, establish a profile (which is especially important for early career researchers), and receive some much-deserved credit for their work.
What impact has ORCID had in your community?
We require ORCID for corresponding authors as part of submission. When authors give us permission, we automatically update their ORCID record with their newly published article. This allows authors to treat their ORCID record as an authoritative professional record, which can then be used to update university web pages, fill out grant applications, and more.
We also encourage coauthors to link their ORCID iD to their account so they can have the same benefits as corresponding authors. We have adapted our online display so ORCID iDs are linked to each author name, alongside their affiliations and contributions through the CrediT taxonomy terms. There are now over 185,000 ORCIDs registered in our submission system.
Anecdotally we’ve had some very enthusiastic feedback from authors who use ORCID, especially after the article is published.
What more can we do to improve our support for you and your community?
ORCID is increasingly present in many systems that researchers use, but the experience of using your ORCID iD on different platforms can vary, and is not always as seamless as it could be. I think it would be helpful if ORCID could work with various stakeholders and system providers to create seamless optimized experiences for researchers. We want ORCID to feel easy and efficient for the researchers who rely on it. Assuming researchers provide permission, we should be able to take needed information from ORCID records without researchers having to fill out forms!
Another request that I often hear from researchers is to have easier ways to populate their ORCID record with their previous publications. A mid-career researcher may have dozens of publications and works that predate ORCID, and gathering all these publications in their official record can be time consuming.
What's your favorite ORCID success story?
My favorite success story is still in the making: the ORBIT project. Led by major funders, this initiative aims to allow researchers to use ORCID records to facilitate the completion of grant applications and grant reports. I like it because, when completed, this project will be a great demonstration of the benefits of ORCID in the full loop of the research cycle. By linking their ORCID iD to their publication, researchers can automatically have their ORCID record updated, and then by using ORCID to fill in their grant reports, this in turn decreases the administrative burden.
On a more personal note, I also love that ORCID has provided a solution for the many researchers who have changed their name at some point in their career. Changing one’s name is a deeply personal decision, yet I know many researchers for whom this decision is also influenced by what will happen to their bibliographic record. Before ORCID, changing your name meant that half of your career would disappear from online searches. ORCID provides a solution to that, and I’ve seen several smiles and grateful emails when I’ve proposed this as a solution to someone with this dilemma.
Which three words best sum up ORCID for you?
Trust, efficiency, and, increasingly, credit.
Over the past 18 months, the ORCID ORBIT project has been working with the funding community to ensure researchers and funders get the maximum benefit from ORCID during the funding application process. The project started with a survey of data requirements and an assessment of process pain points. Next, the project launched a number of pathfinder projects. We are now pleased to share an update on some of the exciting integrations developed during the project.Altum’s ProposalCENTRAL
Altum’s grant management/tracking system, proposalCENTRAL, is used by over 100 research funding organizations. At the project start, Altum already had a basic ORCID integration, available to all funding organizations using their platform. During 2018, 17 of those funders required iDs from their researchers as part of the grant application process and 12 requested them. Twenty-three of the funders using the proposalCENTRAL are now requiring iDs, and 47% of all grant applicants on the platform have an iD. During the ORBIT project, Altum implemented additional workflows to further support both funders and researchers during grant application and reporting.
Researchers can now pull all their ORCID data (publications, awards, degrees, affiliations) into their proposalCENTRAL profile, and use this data in their Applications and Progress Reports by selecting from a list rather than re-typing. proposalCENTRAL also uses ORCID to help funders stay connected to their researchers’ accomplishments after a grant ends, and to use ORCID data to evaluate the impact of programs long after individual grants have ended. Together, these improvements save researchers time and provide funders with accurate work metadata to help them during the application process, progress reporting, and impact assessment as shown, for example, in the dashboards below.
Importantly, proposalCENTRAL also posts information about awarded grants back to the ORCID records of the awardees. This allows the researcher to get recognition for their grants, as well as enabling them to share this information with other organizations and individuals. For example, these funding records can be associated with future publications, making it possible to automatically track outputs associated with grants.Wellcome Trust, NIHR, and CC Grant Tracker
Wellcome and NIHR have been long-time supporters of ORCID, with Wellcome being one of the ORCID launch partners back in 2016. Both are signatories of the ORCID funder open letter (NIHR via UKRI), and both use CC Grant Tracker, a grant management platform from CC Technology. For the past five years, these organizations have used CC Grant Tracker’s ORCID integration to make it mandatory for Lead applicants to use an authenticated ORCID iD. Through the ORBIT project, which CC Technology is also participating in, all three parties have collaborated to reduce the burden on applicants and also improve metadata quality to support reporting and integration.
Until last month, researchers applying for funding through CC Grant Tracker had to provide publication information by typing it directly into a textbox on the application form. More often, they copied and pasted from a list of their publications they kept elsewhere, formatting that list specifically to each funder’s specifications. This could be a tedious and time-consuming task for applicants (especially if they didn’t have a research assistant to do it for them!). It impacted funders as well, resulting in inconsistent formatting that made applications hard to read. The multiple ways that researchers can cite publications also created inconsistent metadata, hindering analysis. Inconsistent methods of providing research outputs were getting in the way of answering questions such as whether there is a relationship between where a researcher publishes and the success of their grant application.
In April 2019 CC Grant Tracker was updated with a new, improved ORCID integration. Wellcome have now gone live with the changes, and NIHR plan to do so shortly. Now, when a researcher completes an application form, they can import publication information that they have previously connected to their ORCID record directly into CC Grant Tracker. Formatting is done automatically to the funder’s specification; applicants no longer need to spend time doing this themselves. This ensures consistency across application forms, making them easier to read for grants advisors, committee members, or anyone reviewing the application.
But that’s not all – researchers can also give permission for data about their successful applications to be added to their ORCID record. When a grant is awarded, the lead applicant’s ORCID record is automatically populated by CC Grant Tracker with details of the grant. Crucially, as this assertion is made by the funder (in this case Wellcome or, soon, NIHR) – and this assertion is explicit – anyone who views that ORCID record can be certain that the grant information was added by the funder themselves, not a third party.Learn more
For more information about ORCID in funding workflows, please visit our funder web pages and funding submission systems workflow documentation -- and look out for information about several upcoming webinars about the use of ORCID by funders, featuring speakers from Altum, CC Technology, and ORCID funding organization members.Related blog posts: Blog
As part of our 2019 Year of the Researcher celebrations, we invited researchers to tell us why they would like to join us for our annual ORCID staff retreat. Out of an excellent candidate pool we are delighted to announce that Dr Andre Leon S Gradvohl (pictured), a professor at the School of Technology at the University of Campinas, and ad hoc consultant in the Brazil Ministry of Education and São Paulo State Council of Education, will be joining our team for a day.
In his application, Andre told us: “I have known ORCID for some time. In fact, well before my institution joined ORCID. At that time I was looking for a way to concentrate all the information about my intellectual production, including papers in scientific journals or conferences, and data repositories, in a single place. Since then, ORCID has been very useful for me, especially in recent times with the integration with some data repositories (Zenodo in particular), as well as other bibliographic databases that automatically update my ORCID registry. In particular, I like two ORCID features. The first is the possibility of having a reliable repository on the web that concentrates all the information about my academic life, my intellectual production - including other productions besides the papers - as well as prizes, affiliations and projects funding, among others. Another feature I really like is the automatic update of the Registry. This saves us time and, in parallel, provides reliable information from an authorized source.”
As well as spending time with the whole ORCID team, Andre will also be interviewed by our UX Designer, Mallory Robertson, as part of our ongoing efforts to improve the ORCID user experience; and by the communications team, to help us craft more effective messaging for researchers.
While all the applications we received were of a high quality, three others in addition to Andre’s really stood out: Dr Paula Carina Araujo (Universidade Federal do Paraná, Brazil), Dr Lasith Gunawardena (University of Sri Jayewardenepura, Sri Lanka), and PhD candidate, Emma McGrath (University of Dublin, Trinity College, Ireland; and Notre Dame University, USA).
One of our questions for applicants was what they liked most about ORCID. Lasith responded that:“My first name and, especially, surname are rather common in Sri Lanka and there are others in diverse fields, including some who have more illustrious research profiles. [ORCID] helps me stand out and be uniquely identified without ambiguity ... One of the features which I highly desire and often refer during these presentations the ability to re-use information stored in the ORCID profile in other platforms.”
Emma’s response was: “I like the idea [of ORCID] because science involves a global community and we only progress as a society through collective knowledge. Consolidating the contributions of individual researchers through a single platform is vital as a step in removing barriers to information and connecting scientists and organizations.”
We also asked what applicants like least about ORCID, and Paula told us that, although she believes ORCID is “part of a new paradigm in scholarly communication,” she would “suggest some improvement on the data visualization on ORCID ... in the Works section, for example, it would be better if the user could see the different types of works separately.” Great feedback, which have added to our new public User Feedback Trello board.
And, of course, we asked everyone why they wanted to join us at our staff retreat: what they hoped to get out of the day, and what they would contribute to it. Here are a few of the responses:
- “I want to understand if such tools [as ORCID] are useful for my students who will not continue to be involved with research but as professionals will be "consumers" of research.” (Vanessa Yingling, California State University - East Bay, USA)
- “I would love to have an inside look at how those who work with ORCID everyday talk about it. Because I talk about it so regularly in my work I would really appreciate more language and knowledge from experts. Help me learn to convince others to not only set it up but also use it in innovative ways.” (Kortney Rupp, Lawrence Livermore National Laboratory, USA)
- And, in the words of our winner: “I strongly believe in ORCID's potential as a trusted and universal repository for academic records. Therefore, I think I can contribute to the discussion about the features that ORCID implements now and other features that you can implement in the future."
Our thanks to all who participated for your interest and support. We are looking forward to our Day with a Researcher!
This is such an exciting time in the evolution of ORCID! With well over 1,000 members and more than 6.5 million users, ORCID expects to reach financial break-even this year. We’re therefore at a pivotal moment, when the organisation needs to move out of its start-up phase and into a mode where it can run as a self-sustaining, mature operation while losing none of the creative spark and innovative DNA that have characterised its first seven years.
This is a point, then, where it’s more important than ever that the ORCID Board provides the guidance needed to ensure that ORCID continues to make strong progress towards achieving its mission. It's also important that the Board is as representative as possible of the ORCID community, and this is why the Board elections process is so critical. The Nominations Committee needs to select a slate of candidates that is balanced and diverse, taking into account different sectors, regions and skills, as well as the non-profit status requirements as established in the ORCID bylaws.
This year we would be particularly interested to hear from candidates who have expertise in the areas of research policy and management, finance, or risk management (with legal, privacy, identity, and/or security focus). We would like to maintain the strong representation that we have in the Asia-Pacific region, to strengthen our representation from Africa and mainland Europe, and to secure excellent candidates from Latin America. Our aim is to maintain a diverse group of people and viewpoints.
The Board meets three times a year so you will need to ensure that you can be available to travel to in-person meetings. There is financial support available to those for whom this could prove a barrier via our new Board Meeting Attendance Fund. The deadline for applications is 1 August 2019, and you can find more information about the Nominating Committee, the timetable and process, and Board member responsibilities on our Elections web page.
The application process is straightforward and the experience of serving on the ORCID Board is both exciting and extremely rewarding. You will have a real opportunity to influence the future direction of this important organisation, to help realise our vision of a world in which everyone who participates in research, scholarship, and innovation is uniquely identified and connected with their works and affiliations across disciplines, borders, and time. So please do consider joining us!
We look forward to hearing from you, and please contact me if you have any questions.Blog
Last year we launched the Research Information Platform Engagement (RIPEN) project, which brings together a number of projects and themes we have been working on since our launch, including researcher control, authentication, and auto-updates. The project relates to all four of our core strategies:
- Improving researcher workflows. Allowing researchers to authenticate once and ensure that their ORCID record is updated
- Developing a robust information infrastructure. Extending systems and workflows with project partners to establish clear workflows
- Developing strategic relationships. Building relationships with key partners to extend RIPEN into the community
- Increasing trusted assertions. Improving data quality and transparency with a simplified flow for making assertions to ORCID records
RIPEN aims to reduce the technical burden of integrating authenticated ORCID iDs into workflows, while streamlining the process for researchers. At the same time, we are introducing better visibility of the source of information on ORCID records to clarify who added the data, and whether they are the original source or acting on behalf of another organization.
Since our last update, we have made good progress, proving and testing the RIPEN workflow internally, using our own customer relationship system system (Salesforce) to assess the feasibility of using JSON Web Tokens (JWTs) to enable permission-sharing between ORCID members. All Board and ORCID staff members participated in the pilot, which used our new "Assert-o-Matic" service to update their ORCID records with an assertion of their affiliation with ORCID, as shown below.
Now that we have proved out the concept internally, we are moving to the next stage of the project -- and engaging with our community to collaboratively test out the approach in a variety of workflows. We are delighted to be partnering with the following organizations in this second phase:
- Airiti (Taiwan) - publishing workflows; asserting works
- SABINET (South Africa) - publishing workflows; asserting works
- Pacific Northwest National Laboratory (US) - research resources workflows; asserting use of facilities
- Altum (US) - funder workflows; asserting awards
- ePIC (Europe) - research institution workflows; asserting affiliations
Together, we will be developing and testing the streamlined assertion mechanism in partner systems and workflows with up to five of their customers. Partners will also help us analyze the technical and financial feasibility of implementing RIPEN across our global community.
We will be back with another progress report later this year. In the meantime, if you are interested in learning more about the RIPEN project, please contact us at email@example.com.Related Posts Blog
To achieve our vision of a world where everyone who participates in research is uniquely identified and connected with their affiliations and contributions, we need to establish and maintain meaningful channels of engagement with our diverse community. This includes engaging with researchers about when, how, and why you use your iD and your experience of doing so, as our UX Designer, Mallory Robertson recently explained. We also listen to what you have to say on social media, at events and workshops, and elsewhere. And we actively seek to gather information about users via our regular community surveys and through other research, such as the THOR Study of ORCID Adoption across Disciplines and Locations.
With 2019 being our Year of the Researcher, we have a great opportunity to focus even more of our efforts on understanding your needs, which is why we recently launched our Academia & Beyond project. Working with a global task force of individual researchers and representatives from relevant research organizations, we are focusing first on the arts and humanities community.
We are taking an evidence-based approach to understanding how these communities work, what makes them tick, and how we can better meet their needs -- including challenging some common assumptions! For example, the THOR analysis mentioned above showed that proportionately more arts & humanities scholars have an iD than expected based on publication activity; at the same time, these same scholars have proportionately fewer works connected to their ORCID record compared with researchers in other fields. We’d like to better understand how to support the interest in ORCID the arts and humanities community is demonstrating.
During the first phase of Academia & Beyond, we are developing maturity models for ORCID adoption and use in this broad community. This includes identifying the key tools and services they use that have either already integrated with ORCID or could in future; assessing awareness of ORCID among researchers in these fields; and understanding the context for wider ORCID adoption, including major challenges and opportunities.
We are fortunate to be supported in this work by a group of invited participants and community volunteers who have agreed to share their experience and expertise. The Arts & Humanities Task Force, which I am chairing, was launched in May, with the following members:
- Anne Boddington, Kingston University, UK
- Katherine Burton, Taylor & Francis, UK
- Grace Cho, Artrepreneur, USA
- Peter Cornwell, Data Futures, France
- John Cussans, Independent Researcher, UK
- Milena Grass Kleiner, University of Colombia, Colombia
- Siobhann McCafferty, Australian Research Data Commons, Australia
- Poul Melchiorsen, Aalborg University Library, Denmark
- Pierre Mounier, OpenEdition, France
- Jefferson Pooley, Muhlenberg College, USA
- Ellie Porter, Art 360 Foundation, UK
- Karin Wulf, Omohundro Institute/College of William & Mary (ORCID Board member), USA
They are helping us to:
- Recruit researchers in their communities for the user journey project
- Identify appropriate conferences and other events for worthwhile ORCID engagement
- Develop and implement improved messaging about ORCID for their communities
- Identify and address barriers to the use of ORCID in their communities, including making recommendations for new features if needed
- Implement/improve ORCID integrations and/or messaging at their own organizations
For more information, please see the Academia & Beyond Task Force web page.Get involved!
Based on what we learn from this approach, we plan to launch a second task force later this year, which will focus on clinical medicine/science; please let us know if you’re interested in participating. You can also help by sharing information about key systems and platforms used by arts & humanities scholars that could or should implement ORCID, or whose current integration could be improved. And everyone is welcome to join the conversation on our Friends of ORCID Slack workspace!
We look forward to sharing more with you as this project progresses - and thank you!Blog
Consortia are fundamental to ORCID -- they enable broad adoption of ORCID with attention to local context. They help us maintain a small staff and in turn we can pass on low membership costs. Together, our consortia lead organizations support about 70% of our members, and help us better understand an address community challenges and opportunities.
At our recent consortia workshop in Atlanta, USA, we were delighted to recognize the contributions of six consortia lead organizations that have significantly helped grow and support the ORCID community.
Above, left to right: Award-winners Sheila Rabun and Celeste Feather of LYRASIS (center), Wesley Barrey of TENET (left), and Pål Axelsson of SUNET (left)IUCC (Israel): For Excellence in Fostering ORCID integrations among Consortium members
In just eight months, IUCC supported four research institutions (representing 40% of the consortium) in building out the primary ORCID use case for this sector: collecting authenticated iDs and posting affiliation data into ORCID records. Consortium lead, Dror Berger, has guided consortium members through the integration process (including meeting Collect & Connect badging requirements), facilitating the launch of new systems where researchers can use their iD. This has included regularly following up with members, providing them with detailed information, and keeping up-to-date with their integration plans.Jisc (UK): For Excellence in Investing in Supporting Infrastructure
For their collaboration with EPrints to develop a new plug in using the member API. This allows ORCID members using the EPrints repository to collect ORCID iDs from repository users and add employment affiliation (or education where appropriate) to the user ORCID record. It further enables users to manage ORCID permissions, and import and export publications seamlessly between ORCID and EPrints. Reporting features for repository administrators are also available. Adam Vials-Moore, UK ORCID Senior Community Engagement and Technical Manager collected this award on behalf of the Jisc team.ORCID-DE (Germany): For Excellence in Strategic Advocacy
For their legal analysis of ORCID Data Privacy and their “ORCID Position paper” to promote ORCID in German-speaking communities. ORCID DE have hosted three well-attended workshops and use their blog to actively promote every new consortium member, the adoption of iDs in Germany, and other milestones. Their outreach efforts have led to constant growth, with 14 new members onboarded during 2018, and four so far in 2019. In addition, two of their members have created exemplar integrations that are in the top 20 for adding works to records: DataCite (129,568 works added) and Bielefeld University Library (BASE - 89,615 works added). Head of PID Services, Britta Dreyer, accepted this award on behalf of the ORCID-DE team.SUNET (Sweden): For Excellence in Strategic Advocacy
The second award in this category went to Swedish consortium lead, SUNET. Pål Axelsson and his colleagues have continued to lead ORCID advocacy in Sweden, in particular providing valuable guidance around ORCID’s role in the Federated Identity Management (FIM) community.TENET (South Africa): For Excellence in Bringing together Identifiers and Identity
As the first ORCID consortium in Africa, TENET has focused on establishing ORCID within their trust and identity services. The consortium continues to grow as a result of their continued advocacy, and they are currently working to establish a national tool to better support South Africa consortium members. System Administrator for TENET, Wesley Barry, accepted the award on behalf of the team.US Community Consortium lead LYRASIS: For Excellence in Motivating Communications
For bringing four distinct and far-flung communities together and developing a successful community of practice in the US, through webinars, online resources, and the US Community online forum (open to non-members and members alike). Our special thanks to Sheila Rabun, Community Lead for the consortium, for her active engagement and enthusiasm in building the US ORCID community.
Please join us in congratulating these organizations and individuals -- and in thanking all our consortia leads for their help growing and supporting ORCID adoption in their communities. Your support is invaluable!Blog
Our second consortia workshop, co-hosted with LYRASIS in Atlanta, US on May 19 - 22, was attended by ORCID consortia leads, Board members, and staff from around the world -- from Australia to Brazil and beyond! Through a program of sessions based on direct input from the four consortia in the Americas (Brazil, Canada, and two in the US), we got to listen and learn from each other, and share our ORCID knowledge and experiences.
ORCID Integrations Through the Eyes of… Board members Richard de Grijs, Veronique Kiermer, Daisy Selematsela, and Chris Shillum shared their experiences of ORCID from the perspective of (respectively) a researcher, an author and publisher, a grant applicant and funder, and a database platform. It’s always good to “see yourself as others see you” -- the good and the bad -- and our Product Director, Tom Demeranville and UX Designer, Mallory Robertson came away with lots of feedback! They’ll be updating our Product Roadmap and User Feedback Trello boards with planned improvements in the coming weeks and months.
Where Will We Be In 2025? A future-gazing session with ORCID Executive Director, Laure Haak, Board members, Linda O’Brien and Chris Shillum, and consortia leads, Poul Melchiorsen and Steve Pinchotti. After the speakers shared their own views on the topic, we broke into four small groups and spent time discussing:
- Services. What services would be most helpful for consortia leads? What member self-service functionality would be really helpful for consortia?
- Managing costs. Can we be more efficient in managing service costs while continuing to deliver excellent services? What are major cost drivers for consortia leads?
- Measuring progress. What metrics will help monitor progress? Is the Collect & Connect badging program useful? What would be useful measures of progress/success?
- Assessing value. What evidence would be appropriate for assessing consortium lead maturity?
Keynote: Karin Wulf. Since 2019 is our Year of the Researcher, we wanted to make sure that the researcher perspective was represented in the workshop. Board member, historian, and Director of the Omohundro Institute, Karin Wulf, provided a great start to the event with her keynote on the challenges and opportunities of using ORCID as a humanities scholar.
We also had a special guest -- former scientist, funder, and PID enthusiast, Carly Strasser, now Director of Academic Alliances and Data Strategy at Fred Hutchinson Cancer Research Center. In her own inimitable style, her presentation summed up what she learned at the workshop, by drawing parallels between ORCID and the city of Atlanta, including:
Problem-solving. Just as Atlanta helped address civil rights issues, so ORCID is helping solve problems for researchers, including reducing the need to manually enter data (for example when applying for a grant with the Australian Research Council); providing a portable identifier that they can use to connect with their tools wherever they work; and eliminating static CVs.
Diversity. Atlanta embraces diversity, and so does ORCID. Our community includes individuals and organizations across all sectors, regions, and disciplines -- ORCID users and non-users, members and non-members. Ensuring that we understand and meet the different needs of these communities is essential to achieving our shared vision.
Growing. Atlanta is known as the city in a forest, with trees growing in 48% of its land. The ORCID community is also growing, in part as a result of the advocacy efforts of our consortia leads and their members. These include an initiative by the University of Texas Southwest Medical Center that resulted in 2,000 students registering for an iD in just six months; consortia lead Altum’s work on the career impact of funding programs; and Macquarie University’s systematic program of encouraging ORCID registration for all faculty and updating their records with affiliation information.
Misunderstandings. There are no fewer than 26 streets named Peachtree in Atlanta, after the Creek Indian village near what is now the Buckhead area of the city. But some experts believe that peachtree is actually a corruption of pitch tree. Our consortia leads shared with us some of the ORCID myths and misconceptions they encounter in their communities, such as “ORCID Is just another profile system”, “I want my privacy”, “Librarians will manage my profile”, and more. We need to help address these misunderstandings through better messaging for researchers.
The journey. The American historians among you will know that Atlanta is famous for, among other things, being the starting point for General Sherman’s march to the sea. A key theme of our consortia workshop was the user journey, including an interactive session, led by Mallory Robertson, on how we are engaging with users to help improve the UI.
Our thanks to everyone who attended the workshop, and shared their experiences and expertise. You can find all the presentations, posters, and videos in our repository. Like all ORCID resources, they’re available under a CC0 license, so feel free to download and use them in your own community!Blog
ORCID was founded on principles of openness, transparency, inclusion, and collaboration. These principles define our organizational culture, focus our passion, and guide everything we do, from community engagement to staff training to governance.
ORCID has a broad user and member community. Our more than 6.5 million users are from every country in the world, while our 1,000+ members are from over 40 countries and every sector of the research community. We need deep engagement from this community in order to succeed, which means that we must be inclusive.
We are a fully virtual organization, with staff in 12 countries speaking at least as many languages, to help us understand local challenges and provide appropriate support for implementation. We work actively to live and breathe inclusiveness in how we work, actively engaging within and across communities, and doing lots and lots of listening.
Community engagement also includes governance. We have a Board of about 15 Directors from member organizations as well as up to two researchers who need not be aligned with a member organization. Our Directors are driven first and foremost by the ORCID mission, and they represent a variety of stakeholders, have credibility in their sector of the community and beyond, and are able to contribute to our development through personal and organizational knowledge, as well as through their networks of influence.
Our Board is, per our bylaws, majority non-profit, and to ensure inclusive representation we seek balance by region, community sector, research discipline, skills, and demographics. This balancing act is carried out by our Nominating Committee, who have the task of creating an election slate from among many highly-qualified nominees.
To ensure the deep engagement we need to achieve our vision, we ask our Board Directors to commit to attending three in-person meetings each year. This can be costly, given the global scope of both our Board membership and meeting locations, which may hinder prospective candidates from indicating their interest in serving. We have always reimbursed attendance costs for our researcher Directors and, this year, the Board has decided to create a Board Meeting Attendance Fund to reduce barriers to participation for member-affiliated Directors who need financial support.
We encourage you to consider participating in our governance! You can nominate yourself or (with their permission) someone else from an ORCID member organization who you consider to be qualified for the role. More information about our elections and the nominations process is available here. Nominations are due by 1 August.Related Posts and Pages
- Nominations Now Open for ORCID Board Elections 2020
- Listening to Our Community
- ORCID: We Won’t Be Sold
- ORCID Vision, Mission, and Values
- The O in ORCID
- ORCID Principles
The past year has been busy for the ORCID Asia-Pacific community. During the second half of 2018, a new APAC Engagement team was born: Brian Minihan, based in Hong Kong, and Camillia Lu and Estelle Cheng in Taiwan. We each have responsibility for specific countries across the region, and we also act as regional liaisons for communications and outreach (Brian), technology and product management (Estelle), and building and maintaining organizational partnership relationships (Camillia).
The new team’s first priority was to establish communications across various APAC community groups through regionally focused roundtable meetings, workshops and blog posts. We recently held our first in-person APAC Engagement team strategy meeting in Hong Kong to reflect on the past and look forward to the future. So now is the perfect time to share with our broader community more on our progress to date and our plans for the rest of this year!
We have identified three different stages of ORCID adoption in research workflows across our region:
Involvement -- organizations that are working to get researchers and institutions involved in linking ORCID iDs to their research works and making them shareable and discoverable through identifiers.
Engagement -- organizations that are communicating with partners with similar interests to build strength through numbers and reduce barriers in sharing research information.
Consolidation -- members who are actively expanding existing connections and integrations in the community.
Asia-Pacific makes up 14% of ORCID’s total membership and 32% of ORCID Registry usage. That usage is represented in the image below by shading - the more users in a country, the darker it appears on the map.
We’re keenly focused on helping our community link research through ORCID and other identifiers. For example, Airiti,a prominent e-publishing platform for Chinese-language works, leverages its work registering DOIs and other activities in the persistent identifier community to engage with researchers and other institutions in Taiwan. Their search and link wizard -- recommended for those with Chinese-language publications -- enables users to quickly and easily import metadata from Airiti Library, including journal papers, proceedings, dissertations, and books. They are building the foundations to eventually link researchers, publishers, institutions, and funders through ORCID integration.
We are proud that our region has one of the highest ORCID member integration rates -- roughly 70% of APAC members have at least one integration, with third-party system integrations accounting for about 45% of these.
(106 ORCID integrations in Asia-Pacific by vendor system)
Integration examples via ORCID-enabled systems include:
Custom-built integrations from across the region include:
Social Science Academic Press (China)
CSIRO ORCID Integration (Australia)
A significant number of initiatives by organizations to consolidate existing connections with ORCID are underway or in the planning process in our region.
The Australian ORCID Consortia Lead organization, Australian Access Federation, a National Research and Education Network (NREN), is undertaking an effort to define success in maturity several years after ORCID adoption nationally. They’re hoping to share their experience and leadership with emerging federated technology organizations, such as in Hong Kong, communicating AAF’s efforts in providing connections, as well as communication and technical resources. Royal Society Te Apārangi, the New Zealand ORCID Consortium Lead organization, works with other global organizations seeking to learn from its centralized NZ Hub ORCID integration, which supports New Zealand researchers looking to connect their funding and publications, and adding that metadata to NZ Hub users’ ORCID records.Next Steps
In 2019, we’re planning ORCID staff visits to Northeast Asia including China, Japan, and Korea, following a visit to Australia and New Zealand in April/May. We will be holding our next ORCID members Town Hall Meeting on May 31 (morning hours in Asia Pacific). If you’re affiliated with an ORCID member organization, join us to hear more about our regional strategy, financials, and details from the Nominating Committee Chair for the next Board Election. Also look for us at the 6th World Conference on Research Integrity on June 2-5 in Hong Kong and the Crossref Live Kuala Lumpur event on July 8 at the Ministry of Education in Putrajaya, Malaysia.
Building on our success working with publishers and funders, reaching out to research administrators in Asia-Pacific is also a key strategy in 2019. Look out for details of our webinar about ORCID and research management later this year.
We also warmly invite you to participate in our working groups and other community initiatives, including volunteering to help test our user interface -- read more in Friends of ORCID.Blog
We are pleased to announce the release of our new 3.0 ORCID API. We’re excited about the new features it contains, including several new affiliation types, a new research resources section, token delegation to enable permission sharing between members, and improved transparency about the source of information in ORCID records.New affiliation types
With the help of the community, we have expanded our affiliation section so that researchers can be associated with -- and get recognition for -- a wider range of professional activities. The ORCID Registry now supports seven types of affiliations in four sections:
- Education and (new) qualifications: the formal education relationship between a person and an organization, either in a higher/tertiary education program, a professional or vocational training program, a certification, or a continuing education program
- Employment: a work relationship between a person and an organization
- Invited positions and distinctions (new): formal relationships outside of employment between a person and an organization, such as serving as a visiting researcher, an honorary fellow, or being distinguished with an award or honorary degree
- Membership and service (new): membership in an organization, or donation of time or other resources in the service of an organization
The API represents all of these affiliations in a similar way, so expanding an integration to use them is straightforward. They have been available in the user interface for several months now, and researchers have already been busy adding them to their records themselves, with 39,855 distinctions added as of this week, 34,685 invited positions, 94,302 memberships, 107,894 qualifications, and 30,832 service affiliations.
Our new research resources section connects people with the facilities and equipment they have been granted access to use. Last year our User Facilities and Publications Working Group helped define how these should appear within our API. Since then, several working group members have started adding research resources with our beta API, which was announced in Research Resources Now Live!
It’s great to see this evolve from an initial conversation with one member, to a community working group that developed a recommendations working paper, then on to a pilot implementation phase, and now into our production API. In addition, the working group helped establish requirements for tagging research resources in journal articles that are now incorporated into NISO’s recently released JATS 1.2 standard. More information is available in our research resource workflow documentation and there is a research resources API tutorial as well.
Blazing the trails of research resource acknowledgement are the Environmental Molecular Sciences Laboratory, Oak Ridge National Laboratory, and the Extreme Science and Engineering Discovery Environment (XSEDE), with several others in development. Publishers are also participating, with Wiley piloting the inclusion of research resources used in the production of submitted manuscripts in a unique acknowledgements section.
See the Source
Transparency is a core value of ORCID. We have been working to enable more transparency about the sources of information posted to the ORCID Registry, and API 3.0 now distinguishes between the source of the ORCID iD → item connection, and the source of the item → ORCID record connection. See Assertion Assurance Pathways: What Are They and Why Do They Matter for more information on why being able to see the source is so important to us.
Ensuring researcher control is a key facet of “See the Source", including assurance that researchers have given permission to use their iD and also including organization identifiers to clarify source identity.
Items in records now display information about the member that made the connection between the iD and the item (the assertion origin), as well as the member that used the API to add the item (the source). Learn more in Where can I see the source of information in my ORCID record?
“Seei the Source” also makes it clear when one member has enabled another to act on their behalf by sharing permissions. We’ve updated our service provider workflow to reflect these changes, as well as creating a token delegation API tutorial, which provides more detail on these workflows.Other changes
Normalizing identifiers. We’ve introduced a new system-generated field, which expresses external identifiers (DOIs, PMCID, PMID, ArXiv, Bibcode, ISSNs, and ISBNs) in a normalized format for the purposes of matching and grouping. Normalization is done based on the rules of the identifier type, and may include setting all alpha characters to lowercase, or transforming spaces, dashes, periods and other characters that can be treated as equivalent. It also adds standard prefixes and suffixes as appropriate. For example, http://doi.org/10.1/123, 10.1/123, and https://dx.doi.org/10.1/123 will all appear in this field as https://doi.org/10.1/123. The existing identifier value is unmodified.
New work types. In response to community feedback, we’ve added or modified several work types, including:
- Adding ‘preprint’ and ‘software’ to the list of supported work types
- Migrating ‘dissertation’ to the more general ‘dissertation-thesis’
- Improving the way we manage work types in API 3.0, enabling us to add new work types without requiring schema changes
Other work types under consideration for adding to the Registry in future include annotations and physical objects (specimens, samples, etc).
New ID relationship type. As announced in New Features Alert! Improvements to Adding and Grouping Works, we’ve also added a new identifier relationship type of ‘version-of,’ to clearly show where one work is a version of another. This can be used to relate multiple versions of a dataset together, or to group preprints with the published version of a paper.Upgrading
We learned a lot during the transition from API 1.2 to API 2. This time we’ve made the upgrade much easier to manage. API 3.0 adds new functionality while only modifying existing functionality when absolutely necessary. This means integrators should be able to switch to the new API with a minimum of fuss. It also means that, although we recommend you start to plan your upgrade as soon as possible so that your organization and researchers can benefit from the new features, you have a lot of flexibility in deciding when to update to 3.0.
The small list of potentially breaking changes are in our API release notes here and here. There are a few changes around optional/mandatory fields, JSON enumerations have been modified slightly, and we also have a small refactoring of our XML schemas, adding some new fields to contain the metadata required for the new functionality.Sunsetting older versions
API 3.0 will be the default API version from September 1, 2019, when we will also remove all API 2.0 release candidate versions. However, we will continue to support API 2.0 and 2.1 for the foreseeable future, and will provide at least 12 months notice before switching off those versions.Documentation
- User documentation is available for the new affiliation types and the research resources section, as well as for seeing the source of information on ORCID records
- Full technical documentation, including new and updated workflows, is available on our API Resources pages
- Detailed API documentation, including schemas, is available on GitHub
A big thank you to our beta testers for their feedback, to ORCID staff -- especially the Technical Team -- for their hard work developing our API 3.0, and to everyone in our community for your suggestions and support. If you have any questions or concerns about this new version of our API, please share your comments by joining the ORCID API User Group.Blog