orcid at scale: approaches to adoption and implementation (a. meadows/l. paglione)

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orcid.org ORCID at scale: Approaches to adoption and implementation ORCID Ontario Workshop May 20, 2016 Alice Meadows Director of Community Engagement & Support [email protected] orcid.org/0000-0003-2161-3781 @ alicejmeadows

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Page 1: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

orcid.org

ORCID at scale: Approaches to adoption and implementation

ORCID Ontario Workshop

May 20, 2016 Alice Meadows

Director of Community Engagement & [email protected]

orcid.org/0000-0003-2161-3781@alicejmeadows

Page 2: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

23 May 2016 orcid.org 2

Our vision

ORCID’s vision is a world where all who participate in research, scholarship, and

innovation are uniquely identified and connected to their contributions and

affiliations across time, disciplines, and borders.

Page 3: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

orcid.org 3

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: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Integrations by region

23 May 2016 orcid.org 4

15%

52% 1% 2%

30%

Asia Pacific

Europe

Latin America

Mid East & Africa

US/Canada

Page 5: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Integrations by sector

23 May 2016 orcid.org 5

7% 5%

16%

10% 62%

Associations

Funders

Publishers

Repositories/Profile organizations

Research institutions

Page 6: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

23 May 2016 orcid.org 6 Both commons.wikimedia.org

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23 May 2016 orcid.org 7 Chinese lion Royalty Free Stock Photos

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23 May 2016 orcid.org 8

Page 9: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

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

23 May 2016 orcid.org 9

Page 10: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

23 May 2016 orcid.org 10

Page 11: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Collect & Connect

23 May 2016 orcid.org 11

Collect

Display Connect

Synch

Authenticate!

Page 12: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Collect

COLLECT validated ORCID iDs for individuals •  Explain what ORCID is•  Explain why you’re collecting iDs•  Consistent user experience•  Authenticated connections

23 May 2016 orcid.org 12

Ensure individuals are correctly connected with your institution

Converis, Pure, Symplectic Elements, VIVO use the OAuth process

Page 13: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Display

23 May 2016 orcid.org 13

DISPLAY iDs on your website, platform, systems •  iDs shown as a link•  iDs in metadata•  Use the ORCID Member logo•  Explain why iDs are collected

Signal that your systems are plumbed to support ORCID iDs

http://orcid.org/trademark-and-id-display-guidelines

Page 14: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Connect

23 May 2016 orcid.org 14

CONNECT your data to ORCID Records •  Request permission to write to Records•  Store long-lived tokens•  Add data that you uniquely can (authoritative)•  Explain the connection

Enable researchers to provide validated data to others

https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level

Page 15: ORCID at scale: Approaches to adoption and implementation (A. Meadows/L. Paglione)

Synchronize

23 May 2016 orcid.org 15

SYNCHRONIZE with your systems •  Update information when it changes•  Auto-add new information•  Search & link wizards•  Sync data from others

Saved time, better reporting, improved information flow

https://members.orcid.org/api/tutorial-webhooks https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level

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23 May 2016 orcid.org 16

DISPLAY•  In metadata•  On sites•  In publications

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

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Community resources

23 May 2016 orcid.org 17

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

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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

23 May 2016 orcid.org 18

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Updates to members.orcid.org

23 May 2016 orcid.org 19

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Researcher resources & collateral

•  Researcher workflow infographics•  Sofia Maria video•  Relevant blog posts •  Researcher use cases, testimonials•  Membership and integration lists•  Mini-videos of how ORCID works

23 May 2016 orcid.org 20

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Engagement/ awareness campaign

•  Series of blog posts•  Social media campaign•  Speaking engagements•  Ambassador outreach

23 May 2016 orcid.org 21

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23 May 2016 orcid.org 22 www.mpasa.com.au