Workflows

We have documented a number of common workflows where ORCID can be implemented. For a brief description of each workflow, please see below, and you can then click through to the full documentation as needed.

Workflows for the ORCID API 3.0 and higher

Workflows for the ORCID API 2.0 and higher

 

API 3.0 and higher

Workflow: Adding biography information to ORCID records

These workflows set out the ways in which an ORCID member can integrate with the ORCID API to collect authenticated ORCID iDs from your researchers, gain permission to, and update their ORCID records with biography information.

Workflow: Adding education affiliations to ORCID records

These workflows are for any organization wanting to acknowledge a formal academic higher education relationship between individuals and their organization, such as a degree program. They set out a process by which an ORCID member (e.g. a research institution) can integrate with the ORCID API to collect authenticated ORCID iDs from your researchers, retrieve data from their ORCID records, add their education affiliation with your organization to their ORCID records, and update records which you have previously added.

Workflow: Adding employment affiliations to ORCID records

These workflows are for any organization interested in acknowledging formal employment between an individual and their organization, paid or unpaid. They set out a process by which an ORCID member, such as a research institution, can integrate with the ORCID API to collect authenticated ORCID iDs from your researchers, retrieve data from their ORCID records, add their employment affiliation with your organization to their ORCID records, and update records which you have previously added.

Workflow: Invited positions and distinctions

These workflows set out a process by which an ORCID member (e.g. a research institution) can collect authenticated ORCID iDs from your researchers or the people you work with, retrieve data from their ORCID records, add their affiliation with your organization to their ORCID records, and update records which you have previously added.

Workflow: Research resources

This workflow sets out a process by which a typical research resource proposal submission system can integrate with the ORCID API, including receiving authenticated ORCID iDs from researchers, retrieving data from ORCID records, adding research resource access items (and the resultant outputs) to ORCID records, and updating items which you have previously added to ORCID records. 

Workflow: Service and membership

These workflows give a walkthrough of the process of collecting authenticated ORCID iDs from your members or the people you work with, retrieving data from their ORCID records, adding their affiliations with your organization to their ORCID records, and updating records which you have previously added.

Workflow: Service providers

This workflow describes how ORCID service provider members can interact with the ORCID Registry on behalf of their clients who are also ORCID members.  Service providers include publishing platforms, research information platforms, grant application systems, other cloud-hosted platforms, and other research infrastructure providers.

API 2.0 and higher

Workflow: Human resources, research information management, and profile systems

This gives a walkthrough of the process of receiving authenticated ORCID iDs from researchers, retrieving data from ORCID records, adding affiliations with your organization to ORCID records, adding personal information such as links to their profile on your organization’s website, and updating information you have previously added to ORCID records.

Workflow: Publishing systems

This gives a walkthrough of the process of getting authenticated ORCID iDs from researchers, retrieving data from ORCID records, adding works to ORCID records, and updating works which you have previously added to ORCID records.

Workflow: Funding submission systems

This gives a walkthrough of the process of getting authenticated ORCID iDs from researchers, retrieving data from ORCID records, adding funding items to ORCID records, and updating funding items which you have previously added to ORCID records.

Workflow: Peer review systems

This gives a walkthrough of the process of receiving validated ORCID iDs from reviewers, retrieving data from ORCID records, adding peer review groups and review activity to ORCID records, and updating review activities which you have previously added to ORCID records.

Workflow: Repository systems

This gives a walkthrough of the process of receiving authenticated ORCID iDs from researchers, retrieving data from ORCID records, adding research works to ORCID records, and updating information you have previously added to ORCID records.

Workflow: eTheses and dissertations submission systems

This gives a walkthrough of the process of receiving authenticated ORCID iDs from authors and reviewers, retrieving data from ORCID records, adding works to ORCID records, and updating works which you have previously added to ORCID records.

Workflow: Vendor systems

Vendors can offer clients ready-built ORCID integrations, providing them the full benefits of their ORCID membership without having to build their own integration. This workflows outlines overall guidelines for building an ORCID integration as a vendor offering software to customers. It is not industry specific.

For specific technical workflows for systems in various sectors, refer to our thematic workflows above.