In addition to employment and education affiliations, ORCID users and members can also add membership and service activities.
Membership organizations such as scholarly societies can recognize your members and those who donate time and expertise; funders can recognize your board members; publishers can recognize editorial boards and conference organizers can recognize your planning committees.
This is great news for committee members, panel experts, advisory boards, and others who would like to be able to share information about their work and expertise with others, and to be publicly recognized for it.
There are two generalized workflows for adding affiliation assertions: by collecting ORCID iDs on registration, or by emailing existing users and asking them to connect their iD to your system. Both have three components: authenticate, connect, and display.
Workflow 1: Collecting iDs up front using registration systems
In this scenario, ORCID iDs are a requirement of registration, for example:
- When joining a society/renewing a membership, or when joining a board or panel. When registering their details via a web form, registrants are asked to authenticate their ORCID iD and grant your organization permission to interact with their record.
- Once their registration is approved, your system updates the appropriate section of the individual’s ORCID record with details of their membership or service activities, connecting them with your organization.
- Their ORCID iD should be displayed alongside any publicly available information about them.
Workflow 2: Collecting iDs retrospectively
If your system already contains information about members and/or service activities, or if it does not have a registration component, then you can instead:
- Email individuals a unique link they can use to connect themselves with your system.
- When clicked, this link directs the individual to ORCID to authenticate their iD and grant your organization permission to update their record.
- You then redirect them to a specially created web page you provide.
- Your system stores the link between the ORCID iD and email address/user account, and uses the permissions the individual has granted to update the appropriate section of their ORCID record, connecting them and their activity with your organization.
- Display their authenticated ORCID iD alongside any publicly available information about them.
Affiliation assertions contain start dates and end dates. The workflows above provide long-term update permissions, which can be used to update the end date when an individual’s period of service finishes. As well as providing a start date when you first update their record, your system should also use the ORCID API to add an end date to your researchers’ records, to make their full term of service for or membership of your organization clear.
You can help your researchers get credit for their membership and service by connecting validated information about their affiliation with you to their ORCID records. At the same time, you will be helping to build trust in scholarly communications. By asserting the connection between individuals and your organization — connections that only your organization can make authoritatively — you ensure that your organization is appropriately acknowledged when your employees and affiliates make professional contributions. That information can then be shared, with the researcher’s permission, with the other systems they interact with, helping to create a trustworthy research information infrastructure.
A more detailed tutorial can be found here.