collect & connect: integrating orcid into research workflows (matthew buys)
TRANSCRIPT
ORCID: COLLECT AND CONNECT
ORCID WORKSHOP, VANCOUVER| OCTOBER 7, 2016
MATTHEW BUYS
orcid.org/0000-0001-7234-3684
REGIONAL DIRECTOR
OUR VISION
ORCID’svisionisaworldwhereallwhopar5cipateinresearch,scholarship,and
innova5onareuniquelyiden5fiedandconnectedtotheircontribu5onsandaffilia5onsacross5me,disciplines,and
borders.
Persistent digital identifiers to distinguish researchers from each other
Member-built integrations for automated links between researchers and their activities/affiliations
A hub for machine-readable connections between identifiers for organizations, funding, outputs, and people
ORCID provides
✔ Plumbing for research information ✔ Tools to build trust in digital information
INTEGRATIONS BY REGION
15%
52%1%2%
30%
Asia Pacific
Europe
Latin America
Mid East & Africa
US/Canada
INTEGRATIONS BY SECTOR
7%5%
16%
10%62%
Associa5ons
Funders
Publishers
Repositories/Profileorganiza5ons
Researchins5tu5ons
COLLECT & CONNECT GOALS
• Clarify how plumbing works
• Standardize experience
• Standard connection installation guidelines
• Increase predictability and trust in the “utility”
• Community approach to reliable connections
COLLECT & CONNECT
Collect
Display Connect
Synch
Authen5cate!
COLLECT
COLLECT validated ORCID iDs for individuals • Explain what ORCID is
• Explain why you’re collecting iDs
• Consistent user experience
• Authenticated connections
Ensureindividualsarecorrectlyconnectedwithyourins5tu5on
Converis,Pure,Symplec5cElements,VIVOusetheOAuthprocess
DISPLAY
DISPLAYiDsonyourwebsite,plaUorm,systems• iDs shown as a link• iDs in metadata• Use the ORCID Member logo• Explain why iDs are collected
SignalthatyoursystemsareplumbedtosupportORCIDiDs
hVp://orcid.org/trademark-and-id-display-guidelines
CONNECT
CONNECTyourdatatoORCIDRecords• Request permission to write to Records• Store long-lived tokens• Add data that you uniquely can (authoritative)• Explain the connection
Enableresearcherstoprovidevalidateddatatoothers
hVps://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
SYNCHRONIZE
SYNCHRONIZEwithyoursystems• Update information when it changes• Auto-add new information• Search & link wizards• Sync data from others
Saved5me,beVerrepor5ng,improvedinforma5onflow
hVps://members.orcid.org/api/tutorial-webhookshVps://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
DISPLAY• In metadata• On sites• In publications
CONNECT • Affiliations (employers)• Works (publishers)• Awards (funders)
PEOPLE, PLACES, AND THINGS
INTEGRATION PROCESS
Technically,integra5ngORCIDinvolvesadding<personID>and<source>fieldstodatamodels,mappingtoORCIDAPI,andimplemen5ngOAuthandRESTfulcalls.
Socially,itiscri5calthatresearchersareengagedintheprocess.
COMMUNITY RESOURCES
• Best practices and use cases• Updated info on members.orcid.org• Resources and collateral for researchers• ORCID engagement & awareness campaign
BEST PRACTICES AND USE CASES
• Sample text for describing ORCID and your engagement
• Graphics, videos, use cases
• Collect & Connect program badges
• Code samples, workflows, and API tutorials
UPDATES TO MEMBERS.ORCID.ORG
RESEARCHER RESOURCES
• Researcher workflow infographics
• Sofia Maria video
• Relevant blog posts
• Researcher use cases, testimonials
• Membership and integration lists
• Mini-videos of how ORCID works
ENGAGEMENT CAMPAIGN
• Series of blog posts
• Social media campaign
• Speaking engagements
• Ambassador outreach
• Find out more at http://orcid.org
• Register at http://orcid.org/register
• Twitter @ORCID_Org / @mjbuys
Thankyou!
Matthew Buys Regional Director, ORCID
[email protected] hVp://orcid.org/0000-0001-7234-3684