1. J. Smith J. Smith
0000-0001-5635-1860
Launching the ORCID system - status
update and next steps
Gudmundur A. Thorisson <gt50@leicester.ac.uk> ULEIC / ORCID EU / University of Iceland
This work is published under the Creative Commons Attribution license
(CC BY: http://creativecommons.org/licenses/by/3.0/) which means that
it can be freely copied, redistributed and adapted, as long as proper
attribution is given.
Tuesday, 23 October 12

2. Overview
‣ Status update from ORCID ‘launch week’ - what happens next
‣ What can researchers & integrators do NOW?
‣ How can the flawed membership model be fixed?
‣ ODIN - ORCID & DataCite Interoperability Network
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

3. The problem with names
• Number of authors and other
scholarly contributors is increasing
• Number & kinds of “works” they
contribute to is increasing
• Names are ambiguous --> author
identification is problematic
BRIF workshop, Toulouse Oct 22 2012
Tuesday, 23 October 12

4. The problem with names
• Number of authors and other
scholarly contributors is increasing
• Number & kinds of “works” they
contribute to is increasing
• Names are ambiguous --> author
identification is problematic
‣ The scholarly record is broken
‣ Reliable attribution of authors and contributors is
impossible without unique person-level identifiers
BRIF workshop, Toulouse Oct 22 2012
Tuesday, 23 October 12

5. The Open Researcher &
Contributor ID initiative
‣ ORCID is an international, interdisciplinary
organization involving multiple stakeholders:
- Research institutions, libraries, funding organizations,
publishers, intermediares and individual researchers
‣ Started in late 2009 to solve the name ambiguity
problem in scholarly communication.
‣ Incorporated as a non-profit with a Board of
Directors in August 2010.
BRIF workshop, Toulouse Oct 22 2012
Tuesday, 23 October 12

6. What makes ORCID different?
• Some key facts:
• ORCID is the only researcher identifier that is not limited to discipline,
institution or geographic area
• ORCID is backed by a non-profit organization with >300 participants
• ORCID is backed by many different stakeholders
• Publishers are an important ORCID stakeholder but are just one part
• ORCID is serious about building an open system
BRIF workshop, Toulouse Oct 22 2012
Tuesday, 23 October 12

7. The ORCID service is now live!
Individuals can register https://orcid.org/register
at no charge
‣ Get a persistent identifier
‣ Start managing their profile
- search&add publications
- [more features coming soon]
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

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12. An incomplete - but improving - product
• Buggy in places + many important features still missing
– Can’t edit works once added, can’t add affiliation, duplicate works etc.
– Citation display limited, little/no support for non-traditional works
• Code not yet released as open source
– Principles state ORCID will do this
– Coming soon - org. not ready yet to accept contributions from community
• Active user community forming, lots of ideas/bugs reported
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

13. Tuesday, 23 October 12

14. An incomplete - but improving - product
• Buggy in places + many important features still missing
– Can’t edit works once added, can’t add affiliation, duplicate works etc.
– Citation display primitive
• Code not yet released as open source
– Principles state ORCID will do this
– Coming soon - org. not ready yet to accept contributions from community
• Active user community forming, lots of ideas/bugs reported
• Key point: system does not do much on its own - integration,
integration, integration!!
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

15. The ORCID service is now live!
Individuals can register Individuals and organizations can
at no charge use APIs to integrate their systems
‣ Get a persistent identifier ‣ Public API
‣ Start managing their profile ‣ free to use, no registration needed
- search&add publications ‣ look up & search public profile data
- [more features coming soon] ‣ Members API
‣ ORCID membership required, annual fee
‣ read/write protected profile data
‣ create profiles on behalf of users
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

16. Researcher
starts
manuscript
submission
ORCID
PUBLISHER Manuscript
submission
system
asks
researcher
to
supply
and
WORKFLOW validate
ORCID
iden:fier
ORCID
Tier
2
API
passes
ID
• Streamline
data
input (and
author
informa:on)
to
submission
system
• Create
author
links
Manuscript
processed
and
content
published
Metadata
and
ORCID
deposited
to
CrossRef
ORCID::DOI
pairings
submiMed
to
ORCID
ORCID
profile
updated
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

17. Organiza:on
creates
ORCID
field
ORCID
RESEARCH in
their
HR
system
ORGANIZATION Organiza:on
uses
Tier
2
API
to
upload
basic
informa:on
for
staff
member
to
ORCID
WORKFLOW ORCID
system
searches
fo
• Create
trans-­‐organiza:on
record
for
all
possible
matching
profile
scholars
and
researchers
(students)
Organiza:on
prompted
• Auto-­‐updates
for
researcher
publica:ons,
to
resolve
duplicates
patents,
grants,
etc.
ORCID::HR
profile
• Management
of
Ins:tu:onal
Repository pairing
no:ce
sent
to
researcher
• Reduced
document
management
workload
Researcher
logs
into
ORCID
to
for
researchers approve
ORCID::HR
profile
pairing
HR
profile
updated
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

18. Several launch partners already have integration
• American Physical Society • Hindawi Publishing Corporation
• Aries Systems • KNODE, Inc.
• AVEDAS • Nature Publishing Group
• Boston University • SafetyLit
• California Institute of Technology • Symplectic
• CrossRef • Thomson Reuters
• Elsevier (Scopus) • ImpactStory
• Faculty of 1000 • Wellcome Trust
• figshare
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

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21. ORCID adoption by ‘usual suspects’
• Launch focus has been on ‘Big Players’ in research & scholarly
communication
– Publishers, funding agencies, universities, libraries
– Big payoff from solving identification problems (streamline systems, save costs)
– Focus on these paying members coz ORCID needs revenue to operate
– Will bring in large no. of organization-created profiles
• Technical staff stretched, focus resources on supporting few+large
integrators which will result in large no. profiles + revenue
• Member pricing scheme reflects this
– Basic $5K/y -> member API read/write access
– Premium $10-25K/y: basic plus notifications API and more
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

22. ORCID adoption in the Long Tail
• Lots of Small Players with not-so-deep pockets
– Smaller publishers and institutions
– Diverse 3rd party services and rich flora of grassroots initiatives, whose users can
benefit from integration with ORCID
• Examples
– ImpactStory - http://impactstory.org
– Example: genetic variation databases: data submissions, curation etc.
• Inclusiveness - pros for ORCID
– Increase visibility (e.g. LSDB community)
– creates pool of potential future paying members, revenue
• Inclusiveness - cons for ORCID
– More resources needed to support integrators
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

23. The missing membership option
• Good new: possible to do lots of cool things with free, open API
• Bad news: free, open API does _NOT_ include authentication
– Need authn in member API to validate identity of profile owner
– OAuth Member API is an all-or-nothing deal - bring $$$ if you want to play
• Proposed solution: a ‘freemium’ membership model
– Full membership: current basic/premium, full access to member API
• Discounts / fee waivers for orgs in developing countries, smaller orgs with very low usage,
‘try before you buy’ free 1st year etc.
+
– Limited, free membership: OAuth, read-only access to member API
• Super-easy to become member & register client app, completely automated (like Twitter)
• Option to upgrade to paid membership in future
• Business Working Group to tackle this in next 2-3 months
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

24. In the meantime we can...
• ... commence to obtain ORCiDs from users and do cool stuff
with the public API
– Ask users to paste in their iD by hand, add as attribute to their user account
– Associate iD with their contributions (data submissions, curation work etc.)
• ... play with the OAuth API using the sandbox system and
anticipate reformed membership model
– ‘Log with my ORCiD’ button
– Add publication claims to ORCID (A.J. Brookes <created> dataset X)
– [and other cool integration stuff]
• Target platforms: LOVD, Molgenis, GWAS Central, others.
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

25. ORCID and DataCite Interoperability Network
• Persistent identifiers for connecting people and
dataset
• 2y EC-funded project, 7 partners in Europe + USA
• Two main proof-of-concept pilots
– Social Science data - use and citation of British Birth Cohort Studies
• historical data, decades old, steadily being curated by lots of people
• high rate of reuse, data often cited in papers
– High-energy physics - attribution challenges
• dealing with large no. authors on HEP papers - ‘dilution’ of the term
authorship
• Linking HEP papers to supporting datasets in repositories
http://odin-project.eu
GEN2PHEN 9th General Assembly Meeting, Toulouse Oct 23-24 2012
Tuesday, 23 October 12

26. Acknowledgements
GEN2PHEN Consortium
This work has received funding from the
http://www.gen2phen.org/about-gen2phen/partners European Community's Seventh
Framework Programme (FP7/2007-2013)
under grant agreement number 200754 -
Prof Anthony J. Brookes Bioinformatics Group, Leicester
the GEN2PHEN project.
Contact me!
<gt50@le.ac.uk> |<gthorisson@gmail.com>
http://www.linkedin.com/in/mummi
http://www.twitter.com/gthorisson
Published under the CC BY license (http://
http://www.gthorisson.name creativecommons.org/licenses/by/3.0/)
Tuesday, 23 October 12