Research resources include user facilities such as laboratories, repositories housing special collections, specialist equipment, and other resources that researchers request permission to use.
The workflow described here requires a touchpoint with the researcher where their ORCID iD can be collected using an authentication process. This would typically be during a specific proposal process or when the researcher is requesting credentials to access the resource. We also strongly recommend that the sponsoring organization connects information about the use of their resources to their researchers’ ORCID records, so that it can be shared — with permission — with other organizations, such as their institution, publisher, or funder.
A research resource workflow will follow the pattern described below, although this can vary depending on the specific use case. This example is based on a researcher submitting a proposal to access a research resource.
- The researcher starts the proposal submission process for the resource provider (an ORCID member)
- The resource provider authenticates the researcher’s ORCID iD, requests permission to interact with their record, and stores that permission. For technical information on authenticating using Oauth please refer to our documents.
- The resource provider collects data from the researcher’s record using the ORCID API and uses it to help populate the proposal application form
- When a proposal is accepted, the resource provider adds information about the proposal and the research resources being used to the researcher’s ORCID record, connecting the person with the infrastructure
- The resource provider includes link between the ORCID iD and the proposal within their own system, displaying the connection in the appropriate pages.
- The resource provider retains the ORCID iD and associated permissions in order to update the researcher’s record in future, as needed, synchronizing the two systems. This could include adding proposal outputs such as data or articles, or updating research resource access
- (Optional) The resource provider uses the link between infrastructure and ORCID iD to help discover related outputs and track the impact of their research resources
Sponsoring organizations that implement this workflow stand to benefit from improved acknowledgement of resource use and a better understanding of the impact of the work undertaken by researchers using them. Researchers also benefit from the transparent, reliable connections with funders, publishers, and research institutions that will enable them to easily share their resource awards. Resource-hosting organizations can also make the reporting process more straightforward and reliable by embedding identifiers in the application process, and by creating and sharing connections between users and resources.
Research resources — from research facilities housing specialized equipment, to repositories and field stations that house physical collections — and sponsoring organizations stand to benefit from improved acknowledgement of resource use and a better understanding of the impact of the work undertaken by researchers using them. Resource-hosting organizations can make the reporting process more straightforward and reliable by embedding identifiers in the application process, and by creating and sharing connections between users and resources, enabling you to:
- Reduce the burden on your researchers by allowing them to draw information from their ORCID record to auto-populate standard fields in the proposal submission form, and by adding award information to their ORCID record so they can use it when publishing papers and datasets
- Make your resource(s) citable by standardizing the name with a persistent identifier, and also using a resolvable identifier for each awarded proposal
- Share information about the research at your facility by posting proposal award information and associated identifiers in a publicly accessible database
- Improve the speed and completeness of post-award reporting for your researchers by using the ORCID API to receive updates on their activities
Enabling interoperability — sharing of information about research across systems — not only streamlines reporting, it also underpins open research. For researchers, the ability to easily share research is intertwined with the need to get credit for their contributions. The research community as a whole cares about openness because it facilitates rigor and reproducibility, both of which are important for ensuring public trust in research processes.
A more detailed tutorial can be found here.