the crossref/orcid auto-update: all you need to know
TRANSCRIPT
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The Crossref/ORCID Auto-Update: all you need to know
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What we’ll cover• Introduction (Rachael Lammey, Crossref)
• What researchers need to know (Laura Paglione, ORCID)
• What Crossref publishers need to know (Chuck Koscher, Crossref)
• Q&A
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Introduction
• https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
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orcid.org
Crossref/ORCID auto-update all you need to know
2015 october 29laura paglione
technical director, [email protected]
http://orcid.org/0000-0003-3188-6273
Contact Info: p. +1-301-500-2139 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
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orcid.org 2
publishers collect authenticated ORCID iDs from authors (and co-authors / contributors)
publishers include ORCID iDs with the author name when obtaining new DOIs
Crossref adds new publications to ORCID records, with the author’s permission
in a nutshell: how auto-update works
PHOTO: 3/2 nuts © M.G. Kafkas https://flic.kr/p/4XytpS
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orcid.org
example data flow: publishing
ORCID Record
publisher universitylibraries
funders
submit manuscript
ACCEPTED!
notify preprint library
NEW INFO!
faculty profiles
inform grant outputs
updateprofiles
http://crosstech.crossref.org/2015/09/orcid-auto-update.html data PID
obtain DOI
auto-update ORCID
document PID
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orcid.org 4
publishers collect authenticated ORCID iDs from authors (and co-authors / contributors)
publishers include ORCID iDs with the author name when obtaining new DOIs
Crossref adds new publications to ORCID records, with the author’s permission
in a nutshell: how auto-update works
new processes for researchers... PHOTO: 3/2 nuts © M.G. Kafkas https://flic.kr/p/4XytpS
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29 October 2015 5
send messages to request permissions
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29 October 2015 6
new: the ORCID inbox
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29 October 2015 7
digest email to researcher
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29 October 2015 8
granting permission – explicit opt in
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what researchers should know
orcid.org
what is an ORCID iD, and why provide it?• iDs accompany your name to uniquely identify you
• are you Prof Paglione the astronomer at AMNH or at Maryland?• iDs are owned by you, and used your entire career
• changed names? changed affiliations? the iD remains the same!• iDs are used by services like Google Scholar, many universities,
funders and others to unambiguously link your activities to you• yup, this is her publication; the iDs match up. no need to ask her!
PHOTO: Job Meeting www.flickr.com/photos/jobmeeting/14375164286
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what researchers should know
orcid.org
what is an ORCID record, and why keep it updated?• the record links activities to your iD, even activities that existed
before your iD did
• many systems you use refer to the ORCID record rather than ask you to update them directly
• updating is easy because many publishers are partnering with Crossref to automatically update your record
PHOTO: Job Meeting www.flickr.com/photos/jobmeeting/14375164286
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what researchers should know
orcid.org
which journals offer automatic update if an iD is provided?ü journal requests an authenticated ORCID iD
• iD requested before the DOI is minted• co-author iDs might also be requested!
ü publisher includes the ORCID iD when minting a DOI• indicate in DOI metadata that the iD is authenticated
PHOTO: Job Meeting www.flickr.com/photos/jobmeeting/14375164286
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the iD in DOI metadata
ORCID iD in DOI metadata:<person_name>
<given_name>Karl</given_name><surname>Ward</surname><ORCID authenticated=“true”>
http://orcid.org/0000-0002-4121-9960</ORCID>
</person_name>
orcid.orgPHOTO: Job Meeting www.flickr.com/photos/jobmeeting/14375164286
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what researchers should know
orcid.org
who is Crossref, and why should I give them permission?ü not-for-profit membership organization for scholarly publishing
working to make content easy to identify, cite, link and access. ü Crossref is facilitating the update – transparent to researchersü Crossref only adds items to your record if you have added your iD
to the publication AND you have given Crossref permissionü permission across publishers–only grant (revocable) permission once
PHOTO: Job Meeting www.flickr.com/photos/jobmeeting/14375164286
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resources
PHOTO: Stairway to somewhere © Jonathan Fenton https://flic.kr/p/7Guxgu
getting authenticated ORCID iDshttp://members.orcid.org/api/tutorial-retrieve-orcid-id-curl-v12-and-earlier
publishing vendors that support ORCID iDshttp://members.orcid.org/publisher-tools
incorporating ORCID iDs into publishing workflowshttp://members.orcid.org/publishers
using ORCID iDs in peer reviewhttp://members.orcid.org/api/peer-review-getting-started
getting help at ORCIDhttp://orcid.org/help/contact-us
• • • • •
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thank you
● http://orcid.org ● BLOG: http://orcid.org/about/news ● TWITTER: @ORCID_Org
orcid.org
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the ORCID record https://orcid.org/my-orcid
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28 October 2015 orcid.org 17
ORCID and peer review
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Crossref/Orcidauto-update
ChuckKoscherDirectorofTechnology
October29,2015
Crossref: Orcid auto-update
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Crossref/Orcidauto-update
Whenpublishersdepositanauthor’sOrcidwiththearEcleMetadata,CrossrefwillautomaEcallyaskpermissionfromthatAuthortopostworkstotheirOrcidrecord.
Oncepermissionisgranted,CrossrefwillautomaEcallyposttheseworkstotheauthorsrecord.
AnyarEcledepositedwithanauthor’sOrcidinthepastwillalsogetautomaEcallypushedtotheuser’srecord,aJerpermissionhasbeengranted.
Whatitis:
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Crossref/Orcidauto-update
TheonlyacEonapublisher/memberhastodoisincludetheauthor’sOrcid
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Crossref/Orcidauto-update
BestpracEce:Validatetheauthor’sOrcidwhenthemanuscriptissubmiNed
• AccomplishedbyperformingOAuthauthenEcaEonwiththeauthor• EnsuresthatthegivenOrcidisinfactcorrectforthatauthor• Canonlybedoneforthecorrespondingauthor
• RequirestechnicaldevelopmentbythemanuscriptsubmiNalsystem• Doesnotaskforanypermissions,justvalidatestheyarewhotheysay
Helpspreventsendingpermissionrequeststothewrongperson
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Crossref/Orcidauto-update
ValidaEonmeanshavingtheauthorlogintoOrcidwhichconfirmstheyhaveaccesstothatOrcidaccount
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Crossref/Orcidauto-update
Pointstoconsider:
Permissionsgivenbytheauthorarenotspecifictoagivenpublisher.Thus,ifanauthorgivespermissionforanarEclepublishedwithonepublisher,thenanyarEclefromanypublisherforthatauthorwillautomaEcallybepushedtotheauthor’srecord
Worksalreadyclaimedbytheauthor,orinsertedbysomeotherorganizaEonwillalsobepushedbyCrossrefauto-update
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Crossref/Orcidauto-update
Pointstoconsider:
Priortoauto-updatebeingavailableCrossrefreceivedalargenumberofdepositsthatcontainedOrcidsforauthors.
• 191,665uniqueauthors• 532,382arEcle/authorpairs• 266,929uniquearEcles
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Crossref/Orcidauto-update
Pointstoconsider:
AtsomepointCrossrefwillprocessthisbacklog
However,anythinginthebacklogwillgetprocessednowifanotherarEclewithamatchingOrcidisfreshlydeposited(orupdated).
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Crossref/Orcidauto-update
Pointstoconsider:
AuthorswillreceivenoEcestotheirinbox,andsubsequentlyemails,askingforpermissionforCrossreftopostworkstotheirprofiles.
Iftheauthorignorestherequest,ordeletesitwithoutresponding,wewillsendanotherrequestin2months
Oncewehavesentapermissionrequesttoanauthor,wewillnotsendanotherrequestforanysubsequentdepositswiththatOrcid
IftheauthordeniesCrossrefpermission,wewillsendanotherrequestin6months.
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Crossref/Orcidauto-update
AsofOctober28th
• 32,164claimshavebeendeposited• 13,771uniqueauthors• 22,244uniquearEcles
• 2,418permissionshavebeengranted• ?workshavebeenpushed(we’renotcounEngthisyet)
• only1permissiondenial• but,afewauthorsare‘playing’around,givepermissionthenrevokeit
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Crossref/Orcidauto-update
QuesEons