This webinar, delivered 13 December 2016, discusses effective practices in encouraging adoption and use of ORCID iDs by researchers in your community.
Topics include:
- Key messages about ORCID (by audience, where applicable)
- Successful techniques for delivering those messages
- Useful resources from ORCID and the ORCID Community
Spreading the ORCID Word: ORCID Communications Webinar (2016.12)
1. SPREADING THE ORCID WORD
ORCID COMMUNICATIONS WEBINAR
13 DECEMBER 2016
members.orcid.org
2. ORCID’S VISION IS A WORLD WHERE ALL WHO
PARTICIPATE IN RESEARCH, SCHOLARSHIP, AND
INNOVATION ARE UNIQUELY IDENTIFIED AND
CONNECTED TO THEIR CONTRIBUTIONS AND
AFFILIATIONS ACROSS TIME, DISCIPLINES, AND
BORDERS.
3. WHAT IS ORCID?
ORCID is an open, not-for-profit
organization run by and for the
research community
We provide researchers with a
unique identifier, an ORCID iD,
that reliably and clearly connects
them with their research
contributions and affiliations
4. WHAT IS AN ORCID ID?
• Unique and persistent identifier
• Register at orcid.org or on
referral from another site
• 16-digit number
• Expressed as HTTP URI:
http://orcid.org/0000-0001-
2345-6789
• Compatible with ISO standard
6. ORGANIZATION/MEMBER BENEFITS
1. Reduce/eliminate need for researcher disambiguation within and
between systems
2. Enable automatic system-to-system updates for researcher reporting
3. Validate your researchers’ affiliation, awards, or works – building trust
in the overall research infrastructure
4. Improve speed and accuracy of research reporting
5. Maintain connections with researchers despite name/affiliation
changes
6. Ensures your researchers comply with funders and publishers
requiring ORCID
7. Learn from other organizations’ experiences and share your own
8. Be eligible for public recognition of good ORCID integrations
9. Get involved and help shape ORCID’s future priorities and goals
10. Play your part in making the Internet work better for researchers
Community survey (2015):
orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
8. COLLECT
COLLECT validated ORCID iDs for
individuals
Ensure individuals are correctly connected with your institution
Many vendor systems use the OAuth validation process
9. DISPLAY
DISPLAY iDs on your website, platform,
systems
Signal to your researchers and the wider community that your
systems are plumbed to support ORCID iDs
https://orcid.org/trademark-and-id-display-guidelines
10. CONNECT
CONNECT your data to ORCID records
Enable researchers to provide validated data to other systems they
use
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-
next-level
11. SYNCHRONIZE
SYNCHRONIZE with your systems
Saved time, better reporting, improved information flow
https://members.orcid.org/api/tutorial-webhooks
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-
next-level
14. ORCID USE CASE
EXAMPLES
Of the more than 6 million authors in a major journal
citations and abstracts database,+2/3 share last name and
single initial with another author. An ambiguous name in
the same database refers on average to 8 people.
http://ands.org.au/newsletters/share_issue18.pdf
17. RESEARCHER BENEFITS
1. Reliably and easily connects you with your contributions and
affiliations
2. Alleviates mistaken identity
3. Saves you time – “enter once, re-use often”
4. Improves recognition and discoverability for you and your research
outputs
5. Your lifelong digital name
6. You own and control your record, managing what information is
connected and how it is shared
7. Enables you to comply with organizations that require ORCID iDs
8. Many systems you already use are connected with ORCID
9. Free to register and use
10. Enables you to play your part in making the Internet better!
Community survey (2015):
orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
18. Email check
Name check
Email displayed if public on
record
GETTING STARTED
1. Registering for an iD
Self-registration only
1. orcid.org/register
2.
Less than 30 seconds
Duplicate filters
19. ORCID is just another profile site.
I already have a Research Gate
account and a Google Scholar
Profile. I don’t need this too.
20. It’s too hard to update. I signed
up a few years ago and it was
really time consuming to add
my papers. I never went back.
21. ORCID has a “big brother” feel to
it. I’m not sure I like all this
tracking of my activities.
22. ORCID is just a list of my
papers and some data about
my work and education history.
I already have an online CV. I
don’t need an ORCID to keep
track of this.
23. Maintaining an ORCID account
seems like one more time-
consuming thing to do. I don’t see
any benefit for me.
24. I changed my name several years
ago and now all my profiles are
totally messed up. There is no
way ORCID can fix this.
25. I don’t mind people seeing my
publication history, but I’m not
sure I want everyone seeing my
grants and other activities. It just
doesn’t seem secure.
26. Everyone is asking me for an
ORCID—my grant application, my
librarian, journal submission sites.
These places have nothing in
common.
27. ORCID FIGURES
• 550+ organizational members
• ~250 live integrations
• 2.8m+ live iDs, associated with
• 17.1m works activities
• 7.5m unique DOIs
• 1m employment activities
• 1.3m education activities
orcid.org/statistics
NOTE: this image is much larger, so used crop
tool to move it around and position in the frame
here. May need to do some adjusting to this
high res image in terms of contrast etc. if it
looks too ”dark”
28. IDEAS FOR
SPREADING THE WORD
• Identify/work with champions
• Pilot with small groups first
• Top down AND bottom up approach
• Regular updates and reminders
• Keep messaging relevant
• Use straightforward language
• Create collateral (or use ours)
Ask ORCID / consortia for help!
NOTE: this image is much larger, so used crop
tool to move it around and position in the frame
here. May need to do some adjusting to this
high res image in terms of contrast etc. if it
looks too ”dark”
29. ORCID SURVEY 2015
• ~6,000 respondents, 90%+ affiliated
with research institutions
• 70% had ORCID iD
• Asia: 78% say “mistaken attribution” an
important reason to register (69%
across all other regions)
• Australasia: 71% are familiar with
ORCID iDs (global average 56%)
Full report: doi.org/10.6084/m9.figshare.2008206
Data (anon):
doi.org/10.6084/m9.figshare.2007522
NOTE: this image is much larger, so used crop
tool to move it around and position in the frame
here. May need to do some adjusting to this
high res image in terms of contrast etc. if it
looks too ”dark”
Identifiers enable digital connections between people places and things, information that is persistent and uniquely identifiable, machine readable, accessible, and embedding identifiers in workflows make it immediately possible to ascertain HOW the connection was made, by whom, and when
Notes for presenter:
The ORCID Organization was established in 2010 to address researcher name ambiguity
It was established by several organizations across the scholarly communication industry who were all independently trying to tackle this challenge of name ambiguity, and realized that a collective effort was needed to resolve the problem
We are supported by membership dues from our 500 or so (as of May 2016) member organizations
From the start ORCID was established to be non-profit, non-proprietary and community-driven. Our core principles establish that we be open to all who want to use a common person identifier for research activities and outcomes - regardless of country, discipline, or industry
ORCID is independently governed by a Board of Directors – representatives from member organizations (majority not-for-profit) plus a researcher represetnative
More info here about ORCID iD
“It looks like an ISNI!” ISNI has set aside a range of identifiers for ORCID’s use so there’ll be no overlap
Although organizations can benefit most from ORCID as members, they can also use the public API to collect ORCID iDs in a validated way and read publicly available information, as well as displaying ORCID iDs on their website and elsewhere.
Benefit 10 was highlighted by respondents to our recent community survey as the number one reason why they personally registered for an ORCID iD
Survey: https://orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
Our new Collect & Connect program is designed to enable better interoperability between systems and sectors, through improved guidance and support for member integrations, and by taking a community approach – sharing ideas and experiences, recognizing great integrations, and working together to achieve ORCID’s vision.
Explain what ORCID is
Explain why you’re collecting iDs
Consistent user experience
Authenticated connections
iDs shown as a link
iDs in metadata
Use the ORCID Member logo
Explain why iDs are collected
Request permission to write to records
Store long-lived tokens
Add data that you uniquely can assert
Explain the connection
Update information when it changes
Auto-add new information
Search & link wizards
Sync data from others
This infographic shows at a high level how ORCID iDs enable interoperability between different systems, helping us make our mantra of ‘Enter once, re-use often’ a reality for researchers and their organizations.
In addition, and very importantly, by validating your researchers’ ORCID iDs when they interact with your systems, you can assert the connection between them and your organization, building trust in scholarly communications overall. For funders, this means asserting the connection between awardees and their grants; for publishers, between authors and their works; and for employers, between researchers and their affiliation with a university or other institution.
These are a few examples of why ORCID is needed – please feel free to replace with your own (and share with us!)
Common/shared names
Different versions of your name
Transliterations
Accents and other characters
Name changes
Multiple family names
Example 1 (slide 1) of why ORCID is needed
Example 1 (slide 2) of why ORCID is needed
Although organizations can benefit most from ORCID as members, they can also use the public API to collect ORCID iDs in a validated way and read publicly available information, as well as displaying ORCID iDs on their website and elsewhere.
Benefit 10 was highlighted by respondents to our recent community survey as the number one reason why they personally registered for an ORCID iD
Survey: https://orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
Figures updated Dec 2016
Outreach resources: https://members.orcid.org/outreach-resources
Sample communications: https://members.orcid.org/resources
Consortia sharing:
AAF (Australia): https://aaf.edu.au/orcid/resources.html
Jisc (United Kingdom): http://ukorcidsupport.jisc.ac.uk
ORCID Banners, flyers, and bookmarks available in multiple languages. Don’t see yours? Join the community translation efforst!
Our community survey is freely available on figshare and packed with useful feedback – by sector, region, and discipline so you can customize your ORCID presentations and resources for your own community
Summary, pt 1: https://orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
Summary, pt 2: https://orcid.org/blog/2015/12/11/survey-says-community-perceptions-orcid-part-2
We have a quick video which you can share with your community introducing ORCID, accessible from https://members.orcid.org/outreach-resources or https://vimeo.com/orcidvideos
Members of the community have made the video available in Spanish, Portuguese, and Indonesian. Let us know if you’re interested in translating it as well!
The Members Support Center isn’t just for members, but the ensure community. It covers Collect & Connect for each sector, sets out example workflows to meet your needs, overviews the ORCID APIs, teaches you how to learn how many of your researchers are ORCID record holders, and shares useful resources, including outreach resources, communications resources (such as lib guides), example integrations, and code examples.
Be sure to check out our display guidelines too (https://orcid.org/trademark-and-id-display-guidelines) – and ask support@orcid.org for help if you’re not sure about how to display the ORCID logo or icon on your site or printed materials
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University of Newcastle
Approached their ORCID implementation as a project.
They decided on a 3 month timeline to implement and go live.
It involved
Planning (Identifying your key stakeholders, resources available)
Getting System ready ( Seeing what systems they already have that are ORCID Capable, the amount of work that needs to be done to implement, time required for testing before going live etc)
Communication – developed a communication plan that covered the Who / How / When
Who to communicate to (Stakeholders)
How to communicate (Channels/medium)
When to communicate (Frequency)
University of Newcastle’s communication plan
Identifying users/stakeholders who would be affected by the implementation
The various channels/medium for communication
Frequency with which communications was sent out.
ORCID Launch on Launch day
UoN switched on integration in Symplectic
Information and instructional guides were made ready
Email communications sent out to faculty
News Item in library news and on the home page
Article in the university newsletter
ORCID Screensaver deployed on staff PC
Presentation on Launch day
ORCID Drop in sessions
This is the screensaver that UoN deployed to all staff PC’s as part of the their implementation roll-out.
Clear explanation of WHAT ORCID IS , WHAT ORCID DOES
A Call to Action “Register now for your ORCID “
As well as “ where to go for more information “