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SPREADING THE ORCID WORD
ORCID COMMUNICATIONS WEBINAR
13 DECEMBER 2016
members.orcid.org
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.
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
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
ORCID FOR RESEARCH
ORGS
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
COLLECT & CONNECT
COLLECT
COLLECT validated ORCID iDs for
individuals
Ensure individuals are correctly connected with your institution
Many vendor systems use the OAuth validation process
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
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
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
ORCID FOR RESEARCHERS
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
https://twitter.com/drmarkburnley/status/696827654645948418
ORCID USE CASE EXAMPLES
ORCID USE CASE EXAMPLES
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
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
ORCID is just another profile site.
I already have a Research Gate
account and a Google Scholar
Profile. I don’t need this too.
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.
ORCID has a “big brother” feel to
it. I’m not sure I like all this
tracking of my activities.
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.
Maintaining an ORCID account
seems like one more time-
consuming thing to do. I don’t see
any benefit for me.
I changed my name several years
ago and now all my profiles are
totally messed up. There is no
way ORCID can fix this.
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.
Everyone is asking me for an
ORCID—my grant application, my
librarian, journal submission sites.
These places have nothing in
common.
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”
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”
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”
RESOURCE: ORCID VIDEO
vimeo.com/97150912
RESOURCE:
MEMBER SUPPORT CENTER
vimeo.com/97150912
RESOURCE: LOGOS, GRAPHICS,
DISPLAY GUIDELINES
STAY UPDATED @ORCID_Org
ORCID
ORCID Initiative
orcid.org/blog
COMMUNICATIONS EXAMPLE
ORCID @ University of Newcastle
Identified a three-month timeline
• Plan
• System ready
• Communication
COMMS EXAMPLE – UON
COMMS EXAMPLE – UON
COMMS EXAMPLE – UON
COMMS EXAMPLE
More communication examples from
members of the Australian ORCID consortium
can be found on the AAF-ORCID resources
page
QUESTIONS OR IDEAS?
community@orcid.org

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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
  • 12.
  • 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
  • 16. ORCID USE CASE EXAMPLES
  • 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”
  • 33. STAY UPDATED @ORCID_Org ORCID ORCID Initiative orcid.org/blog
  • 34. COMMUNICATIONS EXAMPLE ORCID @ University of Newcastle Identified a three-month timeline • Plan • System ready • Communication
  • 38. COMMS EXAMPLE More communication examples from members of the Australian ORCID consortium can be found on the AAF-ORCID resources page

Editor's Notes

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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.
  6. Explain what ORCID is Explain why you’re collecting iDs Consistent user experience Authenticated connections
  7. iDs shown as a link iDs in metadata Use the ORCID Member logo Explain why iDs are collected
  8. Request permission to write to records Store long-lived tokens Add data that you uniquely can assert Explain the connection
  9. Update information when it changes Auto-add new information Search & link wizards Sync data from others
  10. 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.
  11. 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
  12. Example 1 (slide 1) of why ORCID is needed
  13. Example 1 (slide 2) of why ORCID is needed
  14. 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
  15. Figures updated Dec 2016
  16. 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!
  17. 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
  18. 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!
  19. 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.
  20. 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
  21. Sign up to receive regular updates
  22. 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)
  23. 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.
  24. 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
  25. 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 “