Collect & Connect for Research Organizations

Collect&Connect workflow for research organizations

As a research organization, you are in a unique position to connect validated, trustworthy information about your researchers and their affiliation with you to their ORCID records. We strongly encourage you to plan and build ORCID integrations that enable you to add and update this information for your faculty, staff, students, alumni, and members.

Benefits include:

  • Taking control of how your name is used in research literature by authoritatively asserting researchers' affiliation with your institution
  • International scope: ORCID is a broadly-used, reliable, and mobile identifier that your researchers will use throughout their whole career
  • Less chasing the forms: instead, receive real-time notifications about your researchers, avoiding after-the-fact reporting and form-fatigue
  • Let the machines do the work: enable low cost machine-to-machine communications using ORCID’s reliable platform
  • Sharing and using data with consent: strengthen the trust and confidence of your faculty/ staff/ students through direct sharing consent via ORCID’s permission model
 

AUTHENTICATE iDs

Authenticating ORCID iDs using the ORCID API ensures that the iD belongs to the researcher, that it is correct (e.g., no data entry typographical errors), and that they agree to it being used. In addition, the API enables verification through an OAuth process, so that when it is used for collecting iDs, verification becomes “baked in”, rather than an additional task for your staff. Learn how to facilitate the creation of new – or connection with existing – ORCID iDs for members of your organization, and read more below about how to collect ORCID iDs in research information and profile systems, repositories, electronic thesis and dissertation systems, HR, and association management systems.

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

  • Collect and store authenticated ORCID iDs for faculty, staff, and students with whom your system interacts to ensure that iDs are entered without typos, and the user you are interacting with owns the iD. You may also collect and store the permission access tokens to read, add to and/or update an individual's ORCID record.
  • Use the green ORCID iD icon in the link/button to collect authenticated ORCID iDs to create a consistent user experience and help associate the iD icon with a trusted process for your employees and affiliates.
  • Explain why you collect authenticated iDs and how this benefits your researchers.

Learn about authenticating iDs in researcher profile and research information systems, in electronic thesis and dissertation systems, in repositories, in faculty peer review, and by using our Create on Demand functionality.


STORE AND PUBLICLY DISPLAY ORCID iDs

Researchers – and the wider community – want to know that using an iD in your system has had some effect. The best way to signal that the authenticated iD is actually put to use is to display it in your personnel record and/or in the directory pages on your website. This also helps familiarize all researchers with the ORCID iD icon so they recognize it, and are encouraged to register and use their own iD.

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

  • Store and publicly display iDs to signal that your system is plumbed to support the use of ORCID
  • Display the ORCID iD with the iD icon, following ORCID guidelines to create a consistent user experience and help associate the iD icon with a trusted assertion process
  • Include the authenticated iD within metadata to benefit the wider community
  • Explain why you display iDs, and how this benefits your researchers

Read about how to display ORCID iDs on the ORCID brand and trademarks page.


ConnectCONNECT AFFILIATION INFORMATION TO ORCID RECORDS

Making the connection between iDs and affiliations builds trust in digital research information. It enables you to make assertions about the connections between individuals and your organization, assuring your organization is appropriately acknowledged as your employees, affiliates, and members make professional contributions, and that they benefit from your trusted assertion of their affiliation. If you have an institutional repository, you can use ORCID to clearly link authors and contributors – and all their name variants – with their research work, improving search and retrieval. Repository systems can also retrieve ORCID record information to populate author profiles each time repository deposit is made.

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

  • Request permission to add/update the user's ORCID record to assert their affiliation with your organization (and, if applicable, works, person identifiers) with your organization. Your integrating system(s) may store permissions, so that individuals only need to give you permission once to benefit from your system updating their record in future
  • Add/update the user's ORCID record to assert the connection between them and your organization including assertion assurance information as described in ORCID’s Assertions Policy
  • Explain the benefits of your system connections with ORCID and how this benefits your researchers

Learn how to connect information to your faculty, staff, and students' ORCID records in researcher profile and research information management systems, electronic thesis and dissertation systems, and repositories. Also learn how to recognize faculty peer review activity in our peer view guide.


COLLECT INFORMATION FROM YOUR RESEARCHERS' 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 of rekeying, and reduce the risk of errors. Collect information from ORCID records about funding, research resource, works, and peer reviews to pre-fill researchers’ profiles and use identifiers from those records to query verified scholarly data sources for full data which can then be added to your system. 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
  • Collect data from researchers' records and use it to update your system(s) to save you researchers time by manually rekeying data
  • Explain the benefits for researchers of sharing data from their ORCID records to enable them to understand why you are collecting this information
  • Explain why you collect information from ORCID records and how this benefits your researchers

Synchronise badgeSYNCHRONIZE ORCID RECORD DATA WITH YOUR SYSTEM

Synchronizing information between your system(s) and the ORCID Registry helps reduce the reporting burden for individuals - and your organization - 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 “AUTHENTCATE”, “DISPLAY”, “CONNECT” and “COLLECT”, you need to:

  • Make CONNECTions and COLLECTions over time, updating information as it changes by establishing triggers in your system for initiating the updates
  • Provide a mechanism to accept and act on correction requests from ORCID users
  • Explain the benefits to the researchers of the synchronization

Questions? Contact us for assistance.