Collect & Connect for publishing organizations

AUTHENTICATE iDs OF AUTHORS, CO-AUTHORS, AND REVIEWERS

Publishers, including professional and scholarly associations, can ask authors, co-authors, and reviewers to provide their authenticated ORCID iDs during the preprint, submission, production, and peer review process. By requiring researchers to sign in to their ORCID account to verify their iD, you, they, and the wider community can be confident that your authors and reviewers are correctly identified and connected with the right publication(s).

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

Learn how to collect ORCID iDs for authors and reviewers on our publisher workflow and peer review workflow. Major submission systems, including ORCID member organizations Editorial Manager, Open Journal Systems, and ScholarOne Manuscripts also enable publishers to collect ORCID iDs.


DISPLAY ORCID iDs IN USER PROFILES AND WORKS

Researchers want to know that using their iD in your system has had some effect. The best way to signal that the collected iD has been put to use is to display it in their user profile in your system(s), as well as with their preprint, publication, peer review, dataset, or other contribution. This also helps familiarize all researchers with the ORCID iD icon so they recognize it and know to use their own iD in future. The iD should also be included in the metadata, so that it can be shared with other systems that need information about the preprint, dataset, or final publication.

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 ORCID iDs at ORCID brand and trademarks page. Examples of publishing organizations who are Displaying iDs include eLife and Wiley (html), and The Plant Cell (PDF).


CONNECT WORKS AND REVIEWS TO ORCID RECORDS

Making the connection between ORCID iDs and works -- using identifiers -- builds trust in digital research information. It enables you, the publisher, to make assertions about the connections between your users and their works and reviews. This benefits your organization, your authors and reviewers, and the wider community. When a work is published or a review is accepted, you can use ORCID to assert the contribution by adding an entry to the Works or Peer review section of your user’s ORCID record. You can either do this yourself, or by encouraging your authors, reviewers, and data providers to give Crossref, DataCite, and Publons (respectively) permission to do so on your behalf.

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

  • Request permissions to write to/update researchers ORCID records to assert the connection between your authors and reviewers and their contributions
  • Store these permissions, so researchers only need to authorize you once to benefit from their record being updated by your organization
  • Connect works and/or review activity information to ORCID records, including the information source and a persistent identifier for each item
  • Explain your system connections with ORCID and how this benefits your authors and reviewers

Learn how to connect information about contributions to ORCID records at our sample publisher workflow and peer review guide. Publishing organizations can also use Crossref and DataCite's auto-update functionality to connect DOIs to ORCID records and Publons to connect peer reviews (including double blind reviews) to ORCID records. Examples of ORCID publisher members who are connecting iDs for both publications and peer review activity include the American Geophysical Union and Faculty of 1000.


COLLECT 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, funding, research resource, and works -- including preprints, peer reviews, and datasets -- to pre-fill researchers’ registration and profile forms, and embed metadata about their funding, research resource use, and datasets in their publications. And you can continuously check for updates and confirm changes with researchers, to keep their profiles up to date.

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

  • Request, collect, and store permissions to read and update researchers’ ORCID records
  • Use the information you’ve collected to update your system(s)
  • Explain why you collect information from ORCID records and how this benefits your authors and reviewers

Learn how to collect data from ORCID records. Major submission systems, including Editorial Manager and ScholarOne Manuscripts, also enable publishers to pre-fill registration and profile forms using data collected from ORCID records.


SYNCHRONIZE ORCID RECORDS WITH YOUR SYSTEM

Synchronizing information between your system(s) and your users’ ORCID records helps reduce the reporting burden for them – and you – and improves data quality for everyone. It helps make our goal of “Enter once, reuse often” a reality. Publishers can achieve this either via your own systems, or by supporting Crossref’s auto-update functionality and/or sharing verified reviews with Publons. Similarly, data centers and data publishers can benefit from DataCite's auto-update functionality.

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

  • Continuously collect data from ORCID records to update your system(s)
  • Continuously connect data from your system(s) to researchers’ ORCID records, to enable them to share accurate, updated works and review information with other systems they use
  • Provide a mechanism to accept and act upon correction requests from researchers
  • Explain the benefits of synchronization to your authors and reviewers

 

Learn more about synchronizing ORCID records with your system at ORCID API Enabling Automatic Updates.

Examples of ORCID members who are synchronizing ORCID records with other systems include all publishers that have implemented the requirements of the Open Letter for publishers: Requiring ORCID in Publication Workflows.

Questions? Contact us for assistance.