collect & connect: integrating orcid into research workflows (matthew buys)

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ORCID: COLLECT AND CONNECT ORCID WORKSHOP, VANCOUVER | OCTOBER 7, 2016 MATTHEW BUYS orcid.org/0000-0001-7234-3684 REGIONAL DIRECTOR

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Page 1: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

ORCID: COLLECT AND CONNECT

ORCID WORKSHOP, VANCOUVER| OCTOBER 7, 2016

MATTHEW BUYS

orcid.org/0000-0001-7234-3684

REGIONAL DIRECTOR

Page 2: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

OUR VISION

ORCID’svisionisaworldwhereallwhopar5cipateinresearch,scholarship,and

innova5onareuniquelyiden5fiedandconnectedtotheircontribu5onsandaffilia5onsacross5me,disciplines,and

borders.

Page 3: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 4: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

INTEGRATIONS BY REGION

15%

52%1%2%

30%

Asia Pacific

Europe

Latin America

Mid East & Africa

US/Canada

Page 5: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

INTEGRATIONS BY SECTOR

7%5%

16%

10%62%

Associa5ons

Funders

Publishers

Repositories/Profileorganiza5ons

Researchins5tu5ons

Page 6: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)
Page 7: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 8: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

COLLECT & CONNECT

Collect

Display Connect

Synch

Authen5cate!

Page 9: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 10: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 11: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 12: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 13: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

DISPLAY•  In metadata•  On sites•  In publications

CONNECT •  Affiliations (employers)•  Works (publishers)•  Awards (funders)

Page 14: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

PEOPLE, PLACES, AND THINGS

Page 15: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

INTEGRATION PROCESS

Technically,integra5ngORCIDinvolvesadding<personID>and<source>fieldstodatamodels,mappingtoORCIDAPI,andimplemen5ngOAuthandRESTfulcalls.

Socially,itiscri5calthatresearchersareengagedintheprocess.

Page 16: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

COMMUNITY RESOURCES

•  Best practices and use cases•  Updated info on members.orcid.org•  Resources and collateral for researchers•  ORCID engagement & awareness campaign

Page 17: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 18: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

UPDATES TO MEMBERS.ORCID.ORG

Page 19: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

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

Page 20: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

ENGAGEMENT CAMPAIGN

• Series of blog posts

• Social media campaign

• Speaking engagements

• Ambassador outreach

Page 21: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)
Page 22: Collect & Connect: integrating ORCID into research workflows (Matthew Buys)

•  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