orcid charleston presentation 110410
TRANSCRIPT
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ORCID, a Technological Stanley
David Kochalko, Thomson Reuters, ORCID DirectorThe Charleston ConferenceThursday, 4 November 2010
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I would have run to him…I did not know how he would receive me; so I did what cowardice and false pride suggested was the best thing, - walked deliberately to him, took off my hat, and said,
‘Dr. Livingstone, I presume?’Stanley Finds Livingstone, 1871
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Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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Many identifiers, fulfill unique roles
SS# 1234567890
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jwilson@ mycompany.com
John Richard Wilson
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What’s the problem ORCID will address?John Richard WilsonWilson, John Richard
John R. WilsonWilson, John R.
Wilson, J.R.J.R. WilsonJohn WilsonWilson, John
J. WilsonWilson, J.
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What’s the problem?
• Estimated 7 million researchers
• Estimated 6.5 million graduate students
• Times 10 (or more)…yikes!
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What’s the problem?
Virtually all countries have their unique “common name” problems
Johannson
Rodriguez
Müller7
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What’s the problem?
Li (Lee), Wang, Zhang, Liu, Chen, Yang, Huang, Zhao, Zhou, Wu, Xu, Sun, Zhu,
Ma, Hu, Guo, Ln, He, Gao, Liang, Zheng, Luo, Song, Xie, Tang, Han,
Cao, Xu, Deng, Xiao
Scale =1:33 million
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What’s the problem?王伟王薇王维王蔚 Wei Wang汪卫汪玮汪威汪巍
Doi:10.1103/PhysRevLett.99.230001
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What’s the problem?王伟王薇王维王蔚 Wei Wang汪卫汪玮汪威汪巍
Doi:10.1103/PhysRevLett.99.230001
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What will ORCID facilitate?
Given a name, tell me…• What works someone has contributed
• The nature of those works
• Who is affiliated with this person and what are their relationships?
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Who will benefit from ORCID?
ResearchersLibrariansInstitutions
Funding agenciesSocieties
Publishers12
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How will Librarians benefit from ORCID?
• Creating profiles and communities
• Reporting on the impact of research
• Refining collection development
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Use cases for ORCID
1)To harvest biographical data and bring it into the university’s HR system• Draw upon educational degrees, awards,
honors, speaking engagements …• Build profiles efficiently and accurately
(reduce input errors or omissions)• Monitor the impact of faculty/researchers and
analyze cross-institution collaboration
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Use cases for ORCID1)Harvest…2)Auto-populate repositories
• Provide a public face for the institution• Highlight scholarly, social, and economic
impact - valuable resources• Support the institution’s mission
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Use cases for ORCID1)Harvest …2)Auto-populate …3)Credential temporary access to university
resources for visitors who are collaborating with others from the university community
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Use cases for ORCID1)Harvest …2)Auto-populate …3)Credential …4)Complement the data compiled and metrics
reported on their community
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Use cases for ORCID1)Harvest …2)Auto-populate …3)Credential …4)Complement …5)Conduct bibliometric research
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Use cases for ORCID1)Harvest …2)Auto-populate …3)Credential …4)Complement …5)Conduct …6)Refine collection development using better
informed view into literature most relevant to your scholarly community.
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Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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144 Participant Organizations
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Participant Organization Types
Organization Type Number
Academic 47
Assoc/Society 15
Corporate 19
Government 11
Non-profit 17
Other 7
Publisher 28
Total 144
Academic29%
Assoc/Society13%
Corporate14%Government
9%
Non-profit10%
Other5%
Publisher20%
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Geographic Location of ParticipantsAUSTRALIA 6
AUSTRIA 1
BELGIUM 1
BRAZIL 1
CANADA 2
CHINA 2
COLOMBIA 1
EGYPT 1
FRANCE 1
GERMANY 8
GREECE 1
INDIA 3
ISRAEL 1
ITALY 3
JAPAN 3
NETHERLANDS 1
SERBIA 1
SINGAPORE 1
SOUTH KOREA 1
SPAIN 2
SWEDEN 1
SWITZERLAND 1
TURKEY 1
UK 30
USA 70
Grand Total 144
25 Countries
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ORCID’s MissionORCID, Inc. is a non-profit organization that aims tosolve the author/contributor name ambiguity problem in scholarly communications by creating a central registry of unique identifiers for individual researchers and an open and transparent linking mechanism between ORCID and other current author ID schemes.
These identifiers and the relationships among them can be linked to the researcher’s output to enhance the scientific discovery process and to improve the efficiency of research funding and collaboration within the research community. 24
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Board of DirectorsLiz Allen, Wellcome TrustAmy Brand, Harvard UniversityCraig Van Dyck, John Wiley & Sons, Inc.Martin Fenner, Hannover Medical SchoolThomas Hickey, OCLC Online Computer Library Center, Inc.David Kochalko, Thomson ReutersSalvatore Mele, CERN — European Organization for Nuclear ResearchEd Pentz, Publishers International Linking Association, Inc.Howard Ratner, Nature Publishing GroupBernard Rous, Association for Computing Machinery, Inc.Chris Shillum, ElsevierMacKenzie Smith, Massachusetts Institute of Technology LibrariesHideaki Takeda, National Institute of Informatics (NII) (Japan)Simeon Warner, Cornell University Library
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Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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Timeline (August 2010)
Feb March April May June July Aug Sept Oct Nov Dec Q2-4
Alpha Prototyping
Profile Exchange Research & Development
ORCID Members Demonstration and
Alpha Testing
Organization Creation
Build Sandbox
Beta Development
Public Beta
Rollout
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Development Approach• To create an ORCID Alpha Prototype and clarify desired features within the
community around the following areas:• Federated workflow• Federated data privacy• Services design and protocols• Data schema designs• GUI design• Individual / Batch profile matching
• To establish workstreams and collaborative relationships across a multitude of competing and cooperating organizations, including: • Individual curated biographic profile exchange• Alogrithmically curated biographic profile matching• Bibiliographic profile access• Identification, provenance, and federation• Privacy• Organizational legal issues
• To expose the Alpha prototype for further design and architecture feedback28
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Alpha Use Cases
An author can either create a new ORCID ID or import profile information from an existing profile system (e.g., Scholar Universe, Researcher ID, Scopus, REPEC). Once an author has an ORCID ID they can export this profile information from ORCID to relevant stakeholder systems.
Stakeholders are researchers (who can use ORCIDs to more efficiently and accurately record and present their research-related profiles), institutions (where ORCIDs might be used in researcher evaluation), publishers (where ORCIDs are input into manuscript tracking systems), and funding agencies (where ORCIDs might be used for evaluation or tracking of research).
Privacy and access rights as well as funding issues are being tackled. Some information will be optional and researchers will have control over their private data in the registry.
ORCID may be linked to other registries, such as the International Standard Name Identifier (ISNI) a draft international standard for tracking creators, actors, artists and performers.
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Alpha Features• Easy registration process: Researchers fill out a registration form or have it
pre-populated with data from an ORCID partner system (e.g. Scopus, RePec, AuthorClaim).
• User-controlled privacy settings: The researcher controls how much/little information about him/herself that they want to make publically available.
• Local-language support: The database supports UTF-8 character-set. Searching by unicode characters is also supported.
• Search: The system supports search of public profiles by first/last name; institution; keyword; ORCID number. In addition, the system allows for browsing by keyword and supports auto-suggest for keyword and institution.
• Publication claiming: Researchers can perform a doi search against CrossRef to add publications to their profile. A link to view the publication at the publisher’s site is also captured.
• Integration with ORCID partner systems: Services include the ability for partners to search ORCID, upload and download profile and publication information.
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Alpha Features
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ORCID has extended a clone of the Researcher ID system developed by Thomson Reuters
• Joint affiliation sub organization
• Joint affiliation start date
• Joint affiliation role• Past affiliation
information (name, city, country, start date, end date, role)
• Personalization settings
• Opt in/out
• Description• User defined URLs• Privacy settings• Institution name• Sub organization• Sub organization Address• Sub organization role• Joint affiliation name
• ORCID Number• Name (first, last,
middle)• Other names• Email address• Persistent URL• Role• Subjects• Keywords
Inside the Alpha
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Search ORCID
Register
Simple Registration
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Import and connectexisting profile
Import Profile
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Basic Profile
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Claim Publications
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Claim Publications
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CrossRef API Connection
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Search ORCID
Search Name
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Ratner Search
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Search ORCID
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Search Name
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Search Keyword
Search ORCID
DOIkeyword
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Talking to ORCID Alpha API
Connect to Manuscript
Tracking Systems
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Results from ORCID Alpha
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ORCID captured
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Batch Upload and Download Services
Institution/Organization Researcher
Management SystemsServices integration with
ORCID System
Batch upload to ORCID System from
Institution/Organization
Emails to Researchers to verify ORCID ID claims
and IDs added to ORCID
Batch download of enriched profiles and
ORCID IDs by Institution/Organization
ORCID profiles available on ORCID website
• Universities and Organizations can upload batches of profiles to facilitate generation of ORCID IDs
• In Alpha, individual researchers must respond to system generated emails to claim their IDs and make their profiles live
• Solution is web services based and depends on development of an administrative interface or integration with external administrative system
• Provenance of uploaded data stored in database
• Profiles can be batch downloaded by organizations 44
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ORCID
F67572010
Profile Exchange R&DPossible Matching Algorithms• VIAF matching technology from OCLC• Author Resolver from ProQuest• Matching capability from OKKAM
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Open Questions
User Submitted Profiles
Society Submitted
Profiles
Publisher Submitted Profiles
Publication and Other Metadata
• For any individual’s profile / data
• What data is available for matching?
• What data may individual claim?
• What data is available for flagging provenance
• Where is any data that is claimed stored (ie. ORCID repository, linked)?
• What can an individual choose to display on their public ORCID profile?
• What can ORCID member organizations access / retrieve? 46
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Classifications of Data
Default Displayed
ControlledDisplay/Hide
Default Hidden
ResearcherRequired to
Register
Default Displayed
ControlledDisplay/Hide
Default Hidden
3rd PartyLoads Data
What is the overlap between user uploaded and 3rd party uploaded data ?
How best to detect and avoid collisions?
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Today’s Agenda
• Why ORCID is Relevant
• Who is ORCID
• Development Progress
• How to Engage with ORCID
• Questions and Discussion
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Tracking ORCID• Visit our website www.orcid.org
• Find ORCID in Social Media– Twitter @orcid_org– Facebook
http://www.facebook.com/pages/ORCID-Initiative/124343140932918
– ResearchGate: http://www.researchgate.net/group/ORCID/
– Slideshare: http://www.slideshare.net/ORCID and http://www.slideshare.net/tag/orcid
– FriendFeed: http://friendfeed.com/orcid
• Attend a Participant Meeting– 18 November, 9 a.m. – 1 p.m. GMT, London, U.K. 49
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Express your interest at www.orcid.org
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Acknowledgements
Geoff Bilder, CrossRefAmy Brand, Harvard University
Howard Ratner, Nature Publishing GroupMacKenzie Smith, MIT Libraries
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Want to Learn More, Get Involved?
Contact: Dave Kochalko
760.438.5526, x304
Register at www.orcid.org52