Collect & Connect for Research Funding

AUTHENTICATE APPLICANTS' AND REVIEWERS’ iDs

Authenticating ORCID iDs using API 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 authenticating 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. At the same time, you can request and gain permission to read from/write to your applicants’ and reviewers’ ORCID records (either immediately, or in the future).

Once authenticated, 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 Authenticate badge, you need to:

  • Provide an ORCID-branded button or link for collecting authenticated ORCID iDs. Include an ORCID branded button or link on your site to initiate collection of the iD, following ORCID’s display guidelines.
  • AUTHENTICATE iDs during collection. Use OAuth to collect authenticated ORCID iDs and read/write/update permissions and follow the ORCID’s API Use Guidelines
  • Explain why you collect authenticated iDs to provide an explanation of ORCID clearly linked from wherever the user will be encountering ORCID in your system.

Authenticating ORCID iDs involves prompting individuals to sign into ORCID from within your system. Read more about the steps to complete this process for applicants and reviewers.

Examples of ORCID funder members that are Authenticating 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 “AUTHENTICATE”, you need to:

  • Store and publicly display authenticated iDs with the iD icon, following ORCID guidelines, within systems where the awardee's name is present, to create a consistent user experiencer and help associate the iD icon with a trusted process for researchers
  • Display the authenticated ORCID iD in metadata, following ORCID guidelines. The metadata must indicate that the iD has been authenticated when sent to third-party services. 
  • Explain why you collect iDs, and how your site helps your users. Provide also an explanation of ORCID clearly linked from wherever the user will be encountering ORCID in your system.

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 ASSERTED FUNDING AND REVIEWS TO ORCID RECORDS

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 (for grantees) or Peer Review (for reviewers) section.

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

  • CONNECT information from your system to ORCID records Gain ORCID-facilitated permission from the researcher (using ORCID API) to add information to the researcher’s ORCID record. Add/update the user's ORCID record to assert the connection between them and your organization - either directly or via a third party that you have authorized to do so on your behalf, following our guidelines. Include information that your system can uniquely provide (e.g. grant awards, facility or resource awards or registrations)
  • Include assertion metadata for each item added. Include a persistent resolvable identifier that links to the item in your system when available, particularly when there is additional metadata and/or a related resource is available following ORCID’s Assertions Policy
  • Explain your system connections with ORCID and benefits to researchers. Provide an explanation of ORCID clearly linked from wherever the user will be encountering ORCID in your system

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 data to ORCID records include Science Foundation Ireland and Autism Speaks.


COLLECT APPLICANTS' AND REVIEWERS’ INFORMATION FROM ORCID RECORDS

Researchers expect the data on their ORCID record to be read and used by other systems, to save them the time and effort and reduce the risk of errors. You can collect information from ORCID records about affiliation, research resource, and works, -- including preprints, peer reviews, and datasets -- to pre-fill researchers’ registration and profile forms, and embed metadata about their affiliation, research resource use, and works in funding metadata. And you can continuously check for updates to their ORCID record and confirm the changes with researchers, to keep their profiles up to date.

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

  • COLLECT information from ORCID records. Use ORCID-facilitated permission already obtained from users (using ORCID API) to read items from their ORCID records, including data marked Trusted Parties. Use this data to populate systems & forms.
  • Use the data COLLECTED in your system, online forms, etc.
  • Explain why you collect ORCID information. Provide an explanation of ORCID clearly linked from wherever the user will be encountering ORCID in your system.

Collecting information from ORCID records involves reading data using the ORCID API. You can request permission to read researchers' ORCID records at the same time that you authenticate iDs so you can use the permissions to read both public and trusted party access data to populate your systems. Read more about the steps to complete this process for applicants and reviewers.

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


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:

  • Make CONNECTions and COLLECTions over time using long-lasting permissions, updating information as it changes.
  • Provide a mechanism to accept and act on correction requests from ORCID users
  • Explain the benefits for researchers of synchronization

Read more about synchronizing your system with ORCID by enabling automatic updates.

Questions? Please contact the ORCID Community team.