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Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA 
orcid.org 
ORCID Status and Plans 
ORCID Outreach Meeting, NII, Tokyo, 4 November 2014 
Laurel L. Haak, PhD 
Executive Director, ORCID 
L.Haak@orcid.org 
http://orcid.org/0000-0001-5109-3700
Mee#ng 
Sponsors
Programme 
Commi1ee 
We thank our dedicated local Programme Committee for 
their leadership in developing the meeting agenda, inviting 
speakers, and assistance with logistics: 
• Hideaki Takeda, NII and ORCID Board Member 
• Soichi Tokizane, Aichi University and ORCID 
Ambassador 
• Keita Bando, Nagoya Gakuin Daigaku and ORCID 
Ambassador 
• Nobuko Miyairi, Nature Publishing Group and ORCID 
Outreach Steering Group 
• Naoko Furubayashi, Thomson Reuters 
• Kazuhiro Hayashi, NISTEP
Programme 
The program highlights how research organizations, 
publishers, and professional societies in Asia are adopting 
ORCID. Our goal is to enable the community to share 
progress, strategies, and plans, and enable an ongoing 
conversation. 
• Introduce ORCID 
Provide update on status and plans, show examples of 
use in Asia-Pacific region 
• Perspectives from the community 
CrossRef, NII, KAMJE 
• Interactions with other identifiers 
NIMS, JST, KISTI 
• Implementation strategies 
Hong Kong Baptist University, National Taiwan Normal 
University, Japan Geosciences Union
5 
Digital scholarly communications requires 
information that is machine readable
Name ambiguity is a problem 
• Different versions (full name vs. initials) 
• Shared names 
• Transliteration 
Close to half of Korean 
nationals share the last name 
Lee, Park, or Kim.
Name ambiguity is a problem 
• Accents and other ALT characters 
• Name changes 
• Multiple family names 
J. Å. S. Sørensen 
J. Aa. S. Sørensen 
J. Åge S. Sørensen 
J. Aage S. Sørensen 
J. Åge Smærup Sørensen 
J. Aage Smaerup Sørensen
8 
Repositories 
DOI 
URI 
Thesis ID 
Funders 
Higher 
Education 
and 
Employers 
Professional 
Associations 
Publishers 
Other 
person 
identifiers 
ORCID is a hub 
ISNI 
Researcher ID 
Scopus Author ID 
Internal identifiers 
FundRefID 
GrantID 
ISNI 
Ringgold ID 
Member ID 
Abstract ID 
DOI 
ISBN 
ORCID enables 
machine-readable 
connections 
between iD and: 
• works 
• organizations 
• other IDs
ORCID provides plumbing for 
research information 
4 November 2014 orcid.org 
9
ORCID is a registry 
10 
• Free, non-proprietary 
registry of persistent 
unique public identifiers 
for researchers 
• Community-led non-profit 
organization supported by 
member fees 
• Open data and software
Adoption by researchers 
1,000,000 
900,000 
800,000 
700,000 
600,000 
500,000 
400,000 
300,000 
200,000 
100,000 
Member Created 
Direct via orcid.org 
Via integration 
4 November 2014 orcid.org 
11 
ORCID nearing 1 million issued iDs 
- 
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept Oct 
2012 2013 2014
Integration in research systems 
Over 160 members, from every region 
and sector of the international research 
Associations 
12% 
4 November 2014 orcid.org 
12 
EMEA 
35% 
AsiaPac 
15% 
Americas 
50% 
community 
Publishing 
25% 
Universities & 
Research Orgs 
45% 
Funders 
7% 
Repositories & 
Profile Sys 
11%
Use is International 
4 November 2014 orcid.org 
13 
• Usage is international; 54 
countries with over 10,000 
users; 100 with over 1000 users. 
• Countries in Eastern Asia region 
(China, Hong Kong, Japan, Korea, 
Taiwan) represent 16% of traffic. 
• ORCID Website is available in 
several languages; Russian 
and Portuguese coming soon
New features this year 
4 November 2014 orcid.org 
14 
ü Custom claim emails for 
creator members: text, language, 
color/branding, and “from” email 
ü Improvements to 
authentication workflow 
including persistent write 
permission, combined sign-in and 
authentication, and OAuth form 
pre-fill 
ü In-place editing of 
biographical information to 
improve researcher engagement 
ü Continuous integration server 
improves speed of releases.
Coming soon… 
Completing highly-requested items from our user iDeas Forum 
4 November 2014 orcid.org 
15 
ü Long-life Token (Oct 26) 
ü BibTeX Importer (Oct 31) 
ü New Languages: Japanese (Oct 31) 
ü Account Delegation (Oct 31) 
New User Interface: group works, sort, edit 
QR Code App 
Public Authentication API 
Community.orcid.org 
Members.orcid.org 
Messaging Interface
2015 Technical Plans 
4 November 2014 orcid.org 
16 
• Improve the API: make it more modular to better support integrations 
and querying 
• Improve the notification API: enable saved searches by field type 
• Improve website information flow: make it easier to find 
information 
• Enable API throttling: enabling access by all users 
• Support social login and federated login: improve ease of use 
• Improve reporting for university members: support community 
outreach efforts 
• Expand user interface and data model: support links with peer 
review, patents, software 
• Enable consumption of ORCID data in RDF schema: support 
use of data by more communities
Connecting an ORCID iD 
4 November 2014 orcid.org 
The authenticated iD becomes a 
part of the paper 
The author can pre-populate form 
fields: preferred name, affiliation, 
funding 
Upon publication, the iD is 
indexed by CrossRef, Scopus, 
Web of Science, and other 
services. 
Information flows to ORCID and 
linked platforms 
17 
Journals are asking authors for their ORCID iD 
at time of manuscript submission.
4 November 2014 orcid.org 
18 
DOI 
FundRef
• Over 130,000 articles have been 
submitted to CrossRef with an associated 
ORCID iD 
• These will start to flow into the ORCID 
registry before the end of the year 
• Researchers who use their ORCID iD 
when they publish will not need to 
manually update their record 
4 November 2014 orcid.org 
19
Publishers can help 
Publishers can make using an identifier easy 
for researchers by: 
• Collecting identifiers during submission and 
review (using authenticated login, not 
typing!) AND autofilling forms 
• Publishing identifiers in reviews, meetings, 
and manuscripts 
• Updating author and reviewer ORCID 
records 
4 November 2014 orcid.org 
20
21 
The entire research community 
is engaging with ORCID 
• Publishers 
• Research Funders 
• Professional Associations 
• Universities and Research Organizations 
• Repositories and Research Information Systems 
• Research Metrics Providers 
For a list of organizations and integrations see 
http://orcid.org/organizations/integrators
University Integration 
4 November 2014 orcid.org 
22
CAS/NSL: iAuthor 
• Create permanent CAS author home 
page using ORCID iD 
• Exchange works metadata between 
ORCID and CSCD 
• List ORCID iD on iAuthor account 
• Formal MOU for cooperation on 
researcher outreach 
4 November 2014 orcid.org 
23
National Approach 
Some countries are taking a national approach to 
ORCID integration, with universities, the national 
library, and funders coordinating efforts to develop a 
national IR fed by data from ORCID: 
• Denmark: launched September 2014 
• Portugal: launched November 2013 
• Sweden: National recommendation 2013 
• UK: Jisc / ARMA Pilot Project 
4 November 2014 orcid.org 
24
Adoption “To-Do” List 
① Integrate data fields for 
persistent identifiers for 
people, places, and things into 
your systems 
② Collect persistent identifiers 
during transactions (using 
authenticated login, not 
typing!) AND use APIs to help 
autofill forms 
③ Incorporate identifiers into 
published metadata 
4 No vember 2014 orcid.org 
25 
Integrators Researchers 
① Register for an 
ORCID iD 
② Use it when 
submitting papers, 
applying for grants, 
depositing datasets, 
etc.
• Take 30 seconds to register 
at http://orcid.org/register 
• Free to researchers 
• Individual owns the record 
and controls privacy settings 
• Works on laptops, tablets, 
and phones 
• Available in multiple 
languages 
Register for your
Getting started 
Use free tools to connect your ORCID identifier to your name 
variations, affiliations, and your existing works and funding
Link to existing works 
28 
Connect your ORCID iD to 
existing works by using tools in 
ORCID interface or in external 
platforms 
Researchers can 
connect to existing 
works and push 
ORCID iD into 
indexes including 
Web of Science, 
Scopus, and Europe 
PubMedCentral
Link to awarded projects 
4 November 2014 orcid.org 
Researchers 
can connect to 
existing 
projects 
29 
Funders can 
embed 
ORCID during 
the grant 
application 
workflow 
ORCID record includes, 
funder name, grant number, 
source, other provenance
Link to organization 
4 November 2014 orcid.org 
30 
• List autopopulates based on 
type-ahead 
• All organizations have 
unique iD 
• University or employer can 
pre-populate and validate 
association 
• Can associate with multiple 
organizations
Thank you! 
4 November 2014 orcid.org 
31

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ORCID Status and Plans: Tokyo Outreach Meeting 2014

  • 1. Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA orcid.org ORCID Status and Plans ORCID Outreach Meeting, NII, Tokyo, 4 November 2014 Laurel L. Haak, PhD Executive Director, ORCID L.Haak@orcid.org http://orcid.org/0000-0001-5109-3700
  • 3. Programme Commi1ee We thank our dedicated local Programme Committee for their leadership in developing the meeting agenda, inviting speakers, and assistance with logistics: • Hideaki Takeda, NII and ORCID Board Member • Soichi Tokizane, Aichi University and ORCID Ambassador • Keita Bando, Nagoya Gakuin Daigaku and ORCID Ambassador • Nobuko Miyairi, Nature Publishing Group and ORCID Outreach Steering Group • Naoko Furubayashi, Thomson Reuters • Kazuhiro Hayashi, NISTEP
  • 4. Programme The program highlights how research organizations, publishers, and professional societies in Asia are adopting ORCID. Our goal is to enable the community to share progress, strategies, and plans, and enable an ongoing conversation. • Introduce ORCID Provide update on status and plans, show examples of use in Asia-Pacific region • Perspectives from the community CrossRef, NII, KAMJE • Interactions with other identifiers NIMS, JST, KISTI • Implementation strategies Hong Kong Baptist University, National Taiwan Normal University, Japan Geosciences Union
  • 5. 5 Digital scholarly communications requires information that is machine readable
  • 6. Name ambiguity is a problem • Different versions (full name vs. initials) • Shared names • Transliteration Close to half of Korean nationals share the last name Lee, Park, or Kim.
  • 7. Name ambiguity is a problem • Accents and other ALT characters • Name changes • Multiple family names J. Å. S. Sørensen J. Aa. S. Sørensen J. Åge S. Sørensen J. Aage S. Sørensen J. Åge Smærup Sørensen J. Aage Smaerup Sørensen
  • 8. 8 Repositories DOI URI Thesis ID Funders Higher Education and Employers Professional Associations Publishers Other person identifiers ORCID is a hub ISNI Researcher ID Scopus Author ID Internal identifiers FundRefID GrantID ISNI Ringgold ID Member ID Abstract ID DOI ISBN ORCID enables machine-readable connections between iD and: • works • organizations • other IDs
  • 9. ORCID provides plumbing for research information 4 November 2014 orcid.org 9
  • 10. ORCID is a registry 10 • Free, non-proprietary registry of persistent unique public identifiers for researchers • Community-led non-profit organization supported by member fees • Open data and software
  • 11. Adoption by researchers 1,000,000 900,000 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 Member Created Direct via orcid.org Via integration 4 November 2014 orcid.org 11 ORCID nearing 1 million issued iDs - Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May June July Aug Sept Oct 2012 2013 2014
  • 12. Integration in research systems Over 160 members, from every region and sector of the international research Associations 12% 4 November 2014 orcid.org 12 EMEA 35% AsiaPac 15% Americas 50% community Publishing 25% Universities & Research Orgs 45% Funders 7% Repositories & Profile Sys 11%
  • 13. Use is International 4 November 2014 orcid.org 13 • Usage is international; 54 countries with over 10,000 users; 100 with over 1000 users. • Countries in Eastern Asia region (China, Hong Kong, Japan, Korea, Taiwan) represent 16% of traffic. • ORCID Website is available in several languages; Russian and Portuguese coming soon
  • 14. New features this year 4 November 2014 orcid.org 14 ü Custom claim emails for creator members: text, language, color/branding, and “from” email ü Improvements to authentication workflow including persistent write permission, combined sign-in and authentication, and OAuth form pre-fill ü In-place editing of biographical information to improve researcher engagement ü Continuous integration server improves speed of releases.
  • 15. Coming soon… Completing highly-requested items from our user iDeas Forum 4 November 2014 orcid.org 15 ü Long-life Token (Oct 26) ü BibTeX Importer (Oct 31) ü New Languages: Japanese (Oct 31) ü Account Delegation (Oct 31) New User Interface: group works, sort, edit QR Code App Public Authentication API Community.orcid.org Members.orcid.org Messaging Interface
  • 16. 2015 Technical Plans 4 November 2014 orcid.org 16 • Improve the API: make it more modular to better support integrations and querying • Improve the notification API: enable saved searches by field type • Improve website information flow: make it easier to find information • Enable API throttling: enabling access by all users • Support social login and federated login: improve ease of use • Improve reporting for university members: support community outreach efforts • Expand user interface and data model: support links with peer review, patents, software • Enable consumption of ORCID data in RDF schema: support use of data by more communities
  • 17. Connecting an ORCID iD 4 November 2014 orcid.org The authenticated iD becomes a part of the paper The author can pre-populate form fields: preferred name, affiliation, funding Upon publication, the iD is indexed by CrossRef, Scopus, Web of Science, and other services. Information flows to ORCID and linked platforms 17 Journals are asking authors for their ORCID iD at time of manuscript submission.
  • 18. 4 November 2014 orcid.org 18 DOI FundRef
  • 19. • Over 130,000 articles have been submitted to CrossRef with an associated ORCID iD • These will start to flow into the ORCID registry before the end of the year • Researchers who use their ORCID iD when they publish will not need to manually update their record 4 November 2014 orcid.org 19
  • 20. Publishers can help Publishers can make using an identifier easy for researchers by: • Collecting identifiers during submission and review (using authenticated login, not typing!) AND autofilling forms • Publishing identifiers in reviews, meetings, and manuscripts • Updating author and reviewer ORCID records 4 November 2014 orcid.org 20
  • 21. 21 The entire research community is engaging with ORCID • Publishers • Research Funders • Professional Associations • Universities and Research Organizations • Repositories and Research Information Systems • Research Metrics Providers For a list of organizations and integrations see http://orcid.org/organizations/integrators
  • 22. University Integration 4 November 2014 orcid.org 22
  • 23. CAS/NSL: iAuthor • Create permanent CAS author home page using ORCID iD • Exchange works metadata between ORCID and CSCD • List ORCID iD on iAuthor account • Formal MOU for cooperation on researcher outreach 4 November 2014 orcid.org 23
  • 24. National Approach Some countries are taking a national approach to ORCID integration, with universities, the national library, and funders coordinating efforts to develop a national IR fed by data from ORCID: • Denmark: launched September 2014 • Portugal: launched November 2013 • Sweden: National recommendation 2013 • UK: Jisc / ARMA Pilot Project 4 November 2014 orcid.org 24
  • 25. Adoption “To-Do” List ① Integrate data fields for persistent identifiers for people, places, and things into your systems ② Collect persistent identifiers during transactions (using authenticated login, not typing!) AND use APIs to help autofill forms ③ Incorporate identifiers into published metadata 4 No vember 2014 orcid.org 25 Integrators Researchers ① Register for an ORCID iD ② Use it when submitting papers, applying for grants, depositing datasets, etc.
  • 26. • Take 30 seconds to register at http://orcid.org/register • Free to researchers • Individual owns the record and controls privacy settings • Works on laptops, tablets, and phones • Available in multiple languages Register for your
  • 27. Getting started Use free tools to connect your ORCID identifier to your name variations, affiliations, and your existing works and funding
  • 28. Link to existing works 28 Connect your ORCID iD to existing works by using tools in ORCID interface or in external platforms Researchers can connect to existing works and push ORCID iD into indexes including Web of Science, Scopus, and Europe PubMedCentral
  • 29. Link to awarded projects 4 November 2014 orcid.org Researchers can connect to existing projects 29 Funders can embed ORCID during the grant application workflow ORCID record includes, funder name, grant number, source, other provenance
  • 30. Link to organization 4 November 2014 orcid.org 30 • List autopopulates based on type-ahead • All organizations have unique iD • University or employer can pre-populate and validate association • Can associate with multiple organizations
  • 31. Thank you! 4 November 2014 orcid.org 31