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href="https://info.orcid.org/vendors-and-service-providers/orcid-certified-service-providers-list/" data-wpel-link="internal">ORCID Certified Service Providers List</a></li> </ul> </li><li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-menu-item-has-children mega-disable-link mega-menu-item-24677' id='mega-menu-item-24677'><a class="mega-menu-link" tabindex="0">CSP Criteria/ Best Practices<span class="mega-indicator"></span></a> <ul class="mega-sub-menu"> <li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-27517' id='mega-menu-item-27517'><a class="mega-menu-link" href="https://info.orcid.org/vendors-and-service-providers/csp-criteria-discovery-systems/" data-wpel-link="internal">Discovery Systems</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-24675' id='mega-menu-item-24675'><a class="mega-menu-link" href="https://info.orcid.org/vendors-and-service-providers/csp-criteria-manuscript-submission-systems/" data-wpel-link="internal">Manuscript Submission Systems</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-24673' id='mega-menu-item-24673'><a class="mega-menu-link" href="https://info.orcid.org/vendors-and-service-providers/csp-criteria-research-information-systems/" data-wpel-link="internal">Research Information Systems</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-24674' id='mega-menu-item-24674'><a class="mega-menu-link" href="https://info.orcid.org/vendors-and-service-providers/csp-criteria-repository-systems/" data-wpel-link="internal">Repository Systems</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-24676' id='mega-menu-item-24676'><a class="mega-menu-link" 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class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-hide-on-mobile mega-menu-item-3613' id='mega-menu-item-3613'><a class="mega-menu-link" href="https://info.orcid.org/orcid-for-consortia/consortium-member-license-agreement/" data-wpel-link="internal">Consortia Lead Agreement</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-hide-on-mobile mega-menu-item-3628' id='mega-menu-item-3628'><a class="mega-menu-link" href="https://info.orcid.org/orcid-for-consortia/consortia-onboarding-checklist/" data-wpel-link="internal">Consortia Onboarding Checklist</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-25666' id='mega-menu-item-25666'><a class="mega-menu-link" href="https://info.orcid.org/orcid-for-consortia/regional-conditions/" data-wpel-link="internal">ORCID Regional Consortia</a></li><li class='mega-menu-item mega-menu-item-type-post_type 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class="mega-menu-link" href="https://info.orcid.org/documentation/member-portal/" data-wpel-link="internal">Member Portal</a></li> </ul> </li> </ul> </li> </ul> </li></ul> </li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-current-page-ancestor mega-current-menu-ancestor mega-current_page_ancestor mega-menu-item-has-children mega-menu-megamenu mega-align-bottom-left mega-menu-grid mega-menu-item-3541' id='mega-menu-item-3541'><a class="mega-menu-link" href="https://info.orcid.org/documentation/" aria-haspopup="true" aria-expanded="false" tabindex="0" data-wpel-link="internal">Documentation<span class="mega-indicator"></span></a> <ul class="mega-sub-menu"> <li class='mega-menu-row' id='mega-menu-3541-0'> <ul class="mega-sub-menu"> <li class='mega-menu-column mega-menu-columns-1-of-4' id='mega-menu-3541-0-0'> <ul class="mega-sub-menu"> <li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-has-children 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id='mega-menu-item-3555'><a class="mega-menu-link" href="https://info.orcid.org/documentation/workflows/peer-review-workflow/" data-wpel-link="internal">Peer Review</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-hide-on-mobile mega-menu-item-3556' id='mega-menu-item-3556'><a class="mega-menu-link" href="https://info.orcid.org/documentation/workflows/funding-workflow/" data-wpel-link="internal">Funder and Grants</a></li><li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-has-icon mega-icon-left mega-hide-on-mobile mega-collapse-children mega-menu-item-3802' id='mega-menu-item-3802'><a class="genericon-external mega-menu-link" href="https://info.orcid.org/documentation/workflows/" data-wpel-link="internal">View More</a></li> </ul> </li> </ul> </li><li class='mega-menu-column mega-menu-columns-1-of-4' id='mega-menu-3541-0-1'> <ul class="mega-sub-menu"> <li class='mega-menu-item 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Member API Client</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-hide-on-mobile mega-menu-item-4535' id='mega-menu-item-4535'><a class="mega-menu-link" href="https://info.orcid.org/documentation/integration-and-api-faq/" data-wpel-link="internal">Integration and API FAQ</a></li><li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-has-icon mega-icon-left mega-hide-on-mobile mega-collapse-children mega-menu-item-3818' id='mega-menu-item-3818'><a class="genericon-external mega-menu-link" href="https://info.orcid.org/documentation/integration-guide/" data-wpel-link="internal">View More</a></li> </ul> </li> </ul> </li><li class='mega-menu-column mega-menu-columns-1-of-4' id='mega-menu-3541-0-2'> <ul class="mega-sub-menu"> <li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-current-page-ancestor mega-current-menu-ancestor mega-current-menu-parent mega-current-page-parent 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href="https://info.orcid.org/documentation/member-portal/account-management/" data-wpel-link="internal">Account Management Guide</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-12352' id='mega-menu-item-12352'><a class="mega-menu-link" href="https://info.orcid.org/documentation/member-portal/member-portal-affiliation-manager-guide/" data-wpel-link="internal">Affiliation Manager Guide</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-23739' id='mega-menu-item-23739'><a class="mega-menu-link" href="https://info.orcid.org/documentation/member-portal/managing-your-membership-information-guide/" data-wpel-link="internal">Manage Membership Info Guide</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-13414' id='mega-menu-item-13414'><a class="mega-menu-link" href="https://info.orcid.org/documentation/member-portal/member-reporting/" data-wpel-link="internal">Member Reporting Guide</a></li> </ul> </li> </ul> </li> </ul> </li></ul> </li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-has-children mega-menu-megamenu mega-align-bottom-left mega-menu-grid mega-menu-item-9531' id='mega-menu-item-9531'><a class="mega-menu-link" href="https://info.orcid.org/resources/" aria-haspopup="true" aria-expanded="false" tabindex="0" data-wpel-link="internal">Resources<span class="mega-indicator"></span></a> <ul class="mega-sub-menu"> <li class='mega-menu-row' id='mega-menu-9531-0'> <ul class="mega-sub-menu"> <li class='mega-menu-column mega-menu-columns-1-of-3' id='mega-menu-9531-0-0'> <ul class="mega-sub-menu"> <li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-has-children mega-menu-item-18286' id='mega-menu-item-18286'><a class="mega-menu-link" href="https://info.orcid.org/global-participation-program/" data-wpel-link="internal">Global Participation Program<span class="mega-indicator"></span></a> <ul class="mega-sub-menu"> <li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-18287' id='mega-menu-item-18287'><a class="mega-menu-link" href="https://info.orcid.org/gpp-launch-partners/" data-wpel-link="internal">GPP Community Partners</a></li><li class='mega-menu-item mega-menu-item-type-post_type mega-menu-item-object-page mega-menu-item-19881' id='mega-menu-item-19881'><a class="mega-menu-link" href="https://info.orcid.org/global-participation-program/global-participation-fund/" data-wpel-link="internal">Global Participation Fund</a></li><li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-menu-item-19883' id='mega-menu-item-19883'><a class="mega-menu-link" href="https://info.orcid.org/global-participation-fund/#register" 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tabindex="0">Integration Resources<span class="mega-indicator"></span></a> <ul class="mega-sub-menu"> <li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-menu-item-16530' id='mega-menu-item-16530'><a class="mega-menu-link" href="https://info.orcid.org/documentation/" data-wpel-link="internal">API Documentation</a></li><li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-menu-item-6794' id='mega-menu-item-6794'><a class="mega-menu-link" href="https://info.orcid.org/orcid-open-source-and-technical-community/#For_developers_contribute_technically_to_ORCID" data-wpel-link="internal">For Developers</a></li><li class='mega-menu-item mega-menu-item-type-custom mega-menu-item-object-custom mega-menu-item-8481' id='mega-menu-item-8481'><a class="mega-menu-link" href="https://groups.google.com/g/orcid-api-users" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">API Users Group</a></li><li 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class="breadcrumb-link-text-wrap">Documentation</span></a><meta ></span> <span aria-label="breadcrumb separator">/</span> <span class="breadcrumb-link-wrap"><a class="breadcrumb-link" href="https://info.orcid.org/documentation/integration-best-practices/" data-wpel-link="internal"><span class="breadcrumb-link-text-wrap">Integration Best Practices</span></a><meta ></span> <span aria-label="breadcrumb separator">/</span> Discovery Systems Integration Best Practices</div><article class="post-28930 page type-page status-publish entry" aria-label="Discovery Systems Integration Best Practices"><header class="entry-header"><h1 class="entry-title">Discovery Systems Integration Best Practices</h1> </header><div class="entry-content"> <p>Within the ORCID context, a discovery service enables a wide range of end users to find and obtain insights about scholarly information.<em> </em></p> <p>Members planning to integrate ORCID into their own systems should follow our integration best practices which are:</p> <ul class="wp-block-list"> <li>Collect authenticated users’ ORCID iDs, and their permissions</li> <li>Use the ORCID ID and names contained in ORCID records to help users find content that belongs to them.</li> <li>Enable researchers to find their contributions, person identifiers and/or other information in the discovery service, and add them to their ORCID record</li> <li>Use a distinct API client ID to any other integration the organization may offer</li> <li>Keep the items added to ORCID records up to date with changes</li> <li>Discovery systems that create their own researcher profiles (or author clusters) MUST provide an option to researchers that continues to update the researcher’s ORCID record over time as new information becomes available</li> <li>Document how platform/import wizard users can use the ORCID functionality offered, in training and promotional materials</li> <li>Publicly display authenticated ORCID iDs per ORCID’s brand guidelines only</li> </ul> <p>More information regarding these best practices can be found <a href="https://info.orcid.org/vendors-and-service-providers/csp-criteria-discovery-systems/" data-wpel-link="internal">here</a>. Integrators that are not Service Providers can ignore best practices that are related to Service Providers only. </p> </div></article></main><aside class="sidebar sidebar-primary widget-area" role="complementary" aria-label="Primary Sidebar" id="genesis-sidebar-primary"><h2 class="genesis-sidebar-title screen-reader-text">Primary Sidebar</h2><section id="search-7" class="widget widget_search"><div class="widget-wrap"><h3 class="widgettitle widget-title">Search</h3> <form class="search-form" method="get" action="https://info.orcid.org/" role="search"><label class="search-form-label screen-reader-text" for="searchform-1">Search this website</label><input class="search-form-input" type="search" name="s" id="searchform-1" placeholder="Search this website"><input class="search-form-submit" type="submit" value="Search"><meta content="https://info.orcid.org/?s={s}"></form></div></section> <section id="maxmegamenu-5" class="widget widget_maxmegamenu"><div class="widget-wrap"><h3 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