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Introduction to ORCID






Poster by Clair Castle

Overview

Many funders and publishers now require you to get an Open Researcher and Contributor ID (ORCID): an identifier that is unique to you and which comes with you wherever you go. It eliminates ambiguity about your name so you can get full credit for your work.

Do you have an ORCID id? Are you sure how best to use it? Bring your own device to this practical session and register for an ORCID id, explore its features and find out more.

  • Motivation
  • What is an ORCID id?
  • Features
  • Demonstration
  • Register for an account 💻
  • Link your ORCID id and Symplectic Elements accounts 💻
  • (+) Extend your ORCID record 💻
  • (+) Enhance your online profile

Motivation

Main points:

  1. Linking you and your work uniquely. Sharing your research effectively
  2. Resolving name ambiguity with identifiers
  3. Making identifiers lasting forever

Details:

  • You’ve done the hard work of producing that piece of research: make it easy to find! Need of a simple web resource to link you with your academic work effectively and uniquely. This would allow you to share and search research effectively 🔎:

    • All your publications, biography, funding, data sets, patents, teaching materials ...
    • How best to find the work of others?

  • Names are complex - the same name can refer to different people, and one person may have multiple names. Name ambiguity impedes unique identification of researchers 👯. This ambivalence is spread across cultures, e.g. James Smith, Zhang Li, María García ... Names have variations, change over time and are often expressed in different ways in different situations or languages.

E.g. the following article has 4 Zhang H., 4 Zhang J., 4 Zhang L. and 5 Zhang Y. coauthors!

  • How to manage your list of works when moving between institutions? ... and keeping it updated too? Your email address will soon expire after you leave the university 😓

  • Avoid the yet another password problem when submitting papers, or applying for funding / jobs

What is an ORCID id?

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 disciplines, borders, and time. We provide an identifier for individuals to use with their name as they share their ideas. We provide open tools that enable transparent connections between researchers, and identifiers for their contributions, and affiliations (https://orcid.org/about/trust/home).

Features

  • First launched in 2012, ORCID ids are beginning to be widely-used in different academic contexts:

(https://www.youtube.com/watch?v=a1Rijk_TMHA)

  • An ORCID id is a number designed to be a career-long identifier. No information that can change over your career, e.g., name, country, institution, field of study, is embedded in the actual id.

  • Distinguish yourself from other researchers! Even if they have the same name as you during your entire career. ORCID ids are unique and persistent specifically for researchers, analysts and scholars - like an ISBN or DOI, but for people, e.g. here are three different people named Sergio Martínez, each with a different ORCID id:

  • Unlike email addresses, if you leave your current work place, the ORCID record travels with you, along with your list of past activities.

  • Your data, owned and controlled by you:

    • Users have full control over what data are linked to their id, and how those data are made public, limited or private. Your ORCID id is always publicly visible, but you control the visibility settings for all other content in your record.

    • Unlike most online research profile systems, ORCID is a not-for-profit organisation so users own their id and record (the data linked to their identifier). Whereas ORCID makes your data available in the public domain under a Creative Commons CC0 License through their website, it doesn’t track you or sell your data.

    • Trusted organizations may add, update, or remove information in your ORCID record only if you have granted permission for them to do so.

    • You can grant permission to one or more trusted individuals to update your ORCID record (this might be relevant to group leaders and personal assistants). See here.

  • Your record is not a repository for your research files, ORCID simply links to wherever they live in a handy page about yourself that you can then share publicly with others, or keep to yourself.

Andrew Dunning, University of Toronto, Canada:

I use my iD as an online master list of all my publications: it’s the perfect link to give anyone who wants to read what I’ve done recently, introduce me at a conference, or consider me for a new position. Since the source of the information is clearly shown, it’s easier to confirm that I’m not making it up (https://orcid.org/blog/2018/02/15/create-sustainable-research-portfolio-orcid).

E.g. you could use it as:

  • A constantly updated digital CV
  • A way to save time when submitting manuscripts and funding. Many publishers and funding bodies now require an ORCID.
  • A key to create your annual report

From the editorial office of Nature Structural and Molecular Biology:

Dear Dr. Martinez Cuesta, Please note that you are listed as a co-author on the manuscript ... In addition, Springer Nature encourages all authors and reviewers to associate an Open Researcher and Contributor Identifier (ORCID) to their account. ORCID is a community-based initiative that provides an open, non-proprietary and transparent registry of unique identifiers to help disambiguate research contributions.

Demonstration

This will be a brief example where I will be using my own ORCID record (https://orcid.org/0000-0001-9806-2805) to illustrate how you can operate with it.

  • My ORCID record
  • Inbox
  • Account settings

Register for an account 💻

Who can have an ORCID?

Anyone in the research community (academia and industry) can register for an ORCID id! Only three items are required:

  • Your given name
  • Your email address
  • A password

Additionally, you may also want to include: your biographical information, affiliations, research outputs and funding.

Do you already have one?

Register:

  1. Go to https://orcid.org/, hover over FOR RESEARCHERS and click on REGISTER FOR AN ORCID ID

  1. Introduce your name, email and ORCID password.
  • If your email already exists in the system, then you most likely have an account already, otherwise please jump to the next point.
  • If you already have an account, click on SIGN IN instead and follow the details in the next section.
  1. Set your default visibility settings: public, limited or private. More info here.
  • Don't worry, these can all be changed later
  1. Fill in the remaining boxes and click on Register.

Sign in:

  1. Go to https://orcid.org/, hover over FOR RESEARCHERS and click on SIGN IN
  • To find your email/id, introduce your full name in the gray Search box at the top of the page and browse through the hits until you find your account. Reset your password if necessary.

  1. Select one of the following tabs:
  • Personal account: introduce the email you used when you registered or your ORCID id, then type your password
  • Institutional account: type Unversity of Cambridge, click on Continue and sign in with your Raven details
  • Alternatively, you can log in using your Facebook or Google accounts

Link your ORCID and Symplectic Elements accounts 💻

You can now make your ORCID and Symplectic Elements accounts import your works between one another. Information on how to setup this link is provided here (Raven-protected):

  1. Connect to your Sympletic Elements account by logging in here (Raven-protected)
  2. Go to Menu, then click on Search settings
  3. Scroll down to the "Source-specific name-based search terms" section and click on Configure next to the ORCID logo in the list. Then click on Configure connection. An ORCID webpage will then appear
  4. Sign in with your ORCID details to authorize the University of Cambridge / Symplectic Elements as a trusted organisation to read your ORCID record

Extend your ORCID record 💻

💬 Work in pairs, introduce yourself to the person sitting next to you and collaborate on completing each of your individual records:

  1. Log in into your ORCID account

  2. Edit some of your personal details (click pencil icons on the left side of the page), e.g.

  • Name
  • Country
  • Emails - Add all the addresses you use in your research to ensure that you don’t accidentally sign up again with one of them or lose access to your account.
  1. Add your one of your degrees / PhD title or your most recent qualification to the Education section:
  • Hover over + Add education and click on + Add manually. Fill in the boxes and click on Add to list.
  • Once added, play with the visibility settings and the View public version button (see left of the page) to understand how privacy works in ORCID.
  1. Add publications to the Works section:
  • Hover over + Add works and click on Search and link. To import your works from other databases, select one of the following:
    • Scopus to ORCID - enter your full name and select your profile, then review and send publications
    • CrossRef Metadata Search - allow CrossRef as a trusted organisation to change your profile, browse through the publications and click on the ADD TO ORCID icons.
    • DataCite - on the ORCID Search and Link section click on search, browse through your works and click on the Add to ORCID record icons.
    • Europe PubMed Central - browse through your publications and select them, then go to the top of the page and click on Continue. Review the publications to be added and click on Send to ORCID.
    • 💬 Explore other databases and talk about them with your discussion partner
  • To manually edit your Works:
    • Click on the Make a copy and edit button under each work and include any missing information or identifiers.
    • Hover over + Add works and click on + Add manually to include any of your works that haven't been found in any of the database searches before.
  1. 💬 Discuss the developments of your ORCID record with your discussion partner, visualise your record by clicking on View public version or Public record print view (left side of the page), sit back and rejoice! 😎

Enhance your online profile

Include your ORCID id everywhere you have an online presence, to make it easier for everyone to view your record:

  • in your email signature - some info on displaying logos and graphics here
  • on your department/group website
  • on your blog
  • in your LinkedIn profile
  • in your Twitter bio
  • import/export your Google Scholar citations
  • in your Mendeley account

You can also link your ORCID account with:

Questions?

For help, email Sergio ([email protected]) or Clair ([email protected]).

References

We obtained the various parts of this tutorial from the following references:

ORCID materials:

Short articles / blogs:

Videos:

Feedback

Forms and summary report by Clair Castle.

Acknowledgements

SMC and CC are Data Champions for the University of Cambridge. SMC is funded by a Jisc research data fellowship to develop research data training activities for researchers. He does research in bioinformatics and computational biology within the Balasubramanian laboratories funded by the Wellcome Trust at the University of Cambridge.

License

This work is distributed under a Creative Commons CC0 license. No rights reserved.

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