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Funder Integration Points & Workflows | ORCID Members

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class="input-group"><input title="Enter the terms you wish to search for." placeholder="Search" class="form-control form-text" type="text" id="edit-search-block-form--2" name="search_block_form" value="" size="15" maxlength="128"/><span class="input-group-btn"><button type="submit" class="btn btn-primary"><span class="icon glyphicon glyphicon-search" aria-hidden="true"></span></button></span></div><div class="form-actions form-wrapper form-group" id="edit-actions"><button class="element-invisible btn btn-primary form-submit" type="submit" id="edit-submit" name="op" value="Search">Search</button> </div><input type="hidden" name="form_build_id" value="form-upqYa_Z9E5bSuXXy8dhrlLJDO7NllwDw_XAUocrDfoE"/> <input type="hidden" name="form_id" value="search_block_form"/> </div> </div></form> </section> </div> </div> <div class="navbar-collapse collapse"> <nav role="navigation"> <ul class="menu nav navbar-nav"><li class="first leaf"><a href="/web/20170104061608/http://members.orcid.org/funders">Research Funders</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/research-organizations">Research Organizations</a></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/publishers">Publishers</a></li> </ul> </nav> </div> </div> </header> <div class="main-container container"> <header role="banner" id="page-header"> </header> <!-- /#page-header --> <div class="row"> <aside class="col-sm-3" role="complementary"> <div class="region region-sidebar-first well"> <section id="block-menu-menu-api-resources" class="block block-menu clearfix"> <h2 class="block-title">Build this integration</h2> <ul class="menu nav"><li class="first leaf"><a href="/web/20170104061608/http://members.orcid.org/api/introduction-orcid-member-api" title="">Member API getting started guide</a></li> <li class="leaf"><a href="http://web.archive.org/web/20170104061608/https://orcid.org/content/register-client-application" title="">Request API access</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/api" title="">API documentation</a></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/resources" title="Resources to help you as you plan and build your integrations">Resources for members</a></li> </ul> </section> <section id="block-menu-menu-workflow-guides" class="block block-menu clearfix"> <h2 class="block-title">Workflows and Integration Points</h2> <ul class="menu nav"><li class="first leaf"><a href="/web/20170104061608/http://members.orcid.org/create-records" title="">Create ORCID iDs</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/orcid-sign-in" title="">ORCID as an alternative sign in option</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/institution-sign-in" title="">Let users sign in with your institutional account</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/repositories" title="">Repository systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/profile-systems" title="">Research information/profile systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/publisher-workflow" title="">Manuscript submission systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/etd-workflow" title="">E-thesis and dissertation submission systems</a></li> <li class="last leaf active-trail active"><a href="/web/20170104061608/http://members.orcid.org/funder-workflow" title="" class="active-trail active">Funding submission systems</a></li> </ul> </section> <section id="block-menu-menu-left-nav-general" class="block block-menu clearfix"> <ul class="menu nav"><li class="first expanded dropdown"><a href="/web/20170104061608/http://members.orcid.org/orcid-enabled-systems" title="" data-target="#" class="dropdown-toggle" data-toggle="dropdown">ORCID-enabled systems <span class="caret"></span></a><ul class="dropdown-menu"><li class="first leaf"><a href="/web/20170104061608/http://members.orcid.org/cris-tools">CRIS systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/publisher-tools">Publishing systems</a></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/repository-tools" title="">Repository systems</a></li> </ul></li> <li class="expanded active-trail active dropdown"><a href="/web/20170104061608/http://members.orcid.org/create-records" class="active-trail dropdown-toggle" data-target="#" data-toggle="dropdown">Integration points <span class="caret"></span></a><ul class="dropdown-menu"><li class="first collapsed"><a href="/web/20170104061608/http://members.orcid.org/create-records" title="">Create ORCID records</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/orcid-sign-in">ORCID as an alternative sign in option</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/publisher-workflow">Manuscript submission systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/institution-sign-in">Sign into ORCID with institutional credentials</a></li> <li class="leaf active-trail active"><a href="/web/20170104061608/http://members.orcid.org/funder-workflow" class="active-trail active">Funding submission systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/etd-workflow">Electronic thesis and dissertation submission systems</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/repositories">Repositories</a></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/profile-systems">Research Information/Profile Systems</a></li> </ul></li> <li class="expanded dropdown"><a href="/web/20170104061608/http://members.orcid.org/outreach-resources" data-target="#" class="dropdown-toggle" data-toggle="dropdown">Outreach resources <span class="caret"></span></a><ul class="dropdown-menu"><li class="first leaf"><a href="/web/20170104061608/http://members.orcid.org/logos-web-graphics" title="">Logos &amp; web graphics</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/web-presentation-guidelines" title="">Web presentation guidelines</a></li> <li class="expanded"><a href="/web/20170104061608/http://members.orcid.org/fliers" title="">Fliers</a></li> <li class="leaf"><a href="/web/20170104061608/http://members.orcid.org/banners">Banner/Bookmark</a></li> <li class="leaf"><a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/outreach-resources#presentations" title="">Presentations</a></li> <li class="leaf"><a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/outreach-resources#video" title="">Video: What is ORCID?</a></li> <li class="leaf"><a href="http://web.archive.org/web/20170104061608/https://members.orcid.org/outreach-resources#text" title="">Example promotional text</a></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/open-access-week-graphics" title="">Open access week graphics</a></li> </ul></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/resources" title="Helpful resources for members and the public: Example integrations, third-party applications, and help finding your researchers">Resources</a></li> </ul> </section> </div> </aside> <!-- /#sidebar-first --> <section class="col-sm-9"> <a id="main-content"></a> <h1 class="page-header">Funder Integration Points &amp; Workflows</h1> <div class="region region-content"> <section id="block-system-main" class="block block-system clearfix"> <article id="node-30" class="node node-slideshow-article node-promoted clearfix" about="/funder-workflow" typeof="sioc:Item foaf:Document"> <header> <span property="dc:title" content="Funder Integration Points &amp; Workflows" class="rdf-meta element-hidden"></span> </header> <div class="field field-name-field-images-captions field-type-field-collection field-label-hidden"><div class="field-items"><div class="field-item even"><div id="field-slideshow-1-wrapper" class="field-slideshow-wrapper"> <div class="field-slideshow field-slideshow-1 effect-fade timeout-0 with-pager with-controls" style="width:720px; height:540px"> <div class="field-slideshow-slide field-slideshow-slide-1 even first"> <a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/sites/default/files/title-slide-funders.jpg"><img class="field-slideshow-image field-slideshow-image-1 img-responsive" typeof="foaf:Image" src="http://web.archive.org/web/20170104061608im_/http://members.orcid.org/sites/default/files/title-slide-funders.jpg" width="720" height="540" alt="How do funders use ORCID in their workflow?"/></a> </div> <div class="field-slideshow-slide field-slideshow-slide-2 odd" style="display:none;"> <a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/sites/default/files/funders-Slide1.jpg"><img class="field-slideshow-image field-slideshow-image-2 img-responsive" typeof="foaf:Image" src="http://web.archive.org/web/20170104061608im_/http://members.orcid.org/sites/default/files/funders-Slide1.jpg" width="720" height="540" alt=""/></a> <div class="field-slideshow-caption"> <span class="field-slideshow-caption-text">In your submission system, provide a link for the corresponding investigator to create or connect their ORCID iD.</span> </div> </div> <div class="field-slideshow-slide field-slideshow-slide-3 even" style="display:none;"> <a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/sites/default/files/funders-Slide2.jpg"><img class="field-slideshow-image field-slideshow-image-3 img-responsive" typeof="foaf:Image" src="http://web.archive.org/web/20170104061608im_/http://members.orcid.org/sites/default/files/funders-Slide2.jpg" width="720" height="540" alt=""/></a> <div class="field-slideshow-caption"> <span class="field-slideshow-caption-text">The applicant is directed to the ORCID website, where they are prompted to register for a new ORCID iD, or sign into an existing account, and to grant your organization access to their record.</span> </div> </div> <div class="field-slideshow-slide field-slideshow-slide-4 odd" style="display:none;"> <a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/sites/default/files/funders-Slide3.jpg"><img class="field-slideshow-image field-slideshow-image-4 img-responsive" typeof="foaf:Image" src="http://web.archive.org/web/20170104061608im_/http://members.orcid.org/sites/default/files/funders-Slide3.jpg" width="720" height="540" alt=""/></a> <div class="field-slideshow-caption"> <span class="field-slideshow-caption-text">The applicant is then returned to your site with their ORCID iD and an authorization code, which your system can exchange for an access token. Store the ORCID iD and the access token in your system. The access token will allow you to read from and write to the user's ORCID record.</span> </div> </div> <div class="field-slideshow-slide field-slideshow-slide-5 even" style="display:none;"> <a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/sites/default/files/funders-Slide4.jpg"><img class="field-slideshow-image field-slideshow-image-5 img-responsive" typeof="foaf:Image" src="http://web.archive.org/web/20170104061608im_/http://members.orcid.org/sites/default/files/funders-Slide4.jpg" width="720" height="540" alt=""/></a> <div class="field-slideshow-caption"> <span class="field-slideshow-caption-text">Request that other researchers listed on the grant connect or create an ORCID iD. This can be done within in your system (as shown in the previous steps) or by sending them an email message. You can use the same process to collect reviewers’ ORCID iDs.</span> </div> </div> <div class="field-slideshow-slide field-slideshow-slide-6 odd last" style="display:none;"> <a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/sites/default/files/funders-Slide5.jpg"><img class="field-slideshow-image field-slideshow-image-6 img-responsive" typeof="foaf:Image" src="http://web.archive.org/web/20170104061608im_/http://members.orcid.org/sites/default/files/funders-Slide5.jpg" width="720" height="540" alt=""/></a> <div class="field-slideshow-caption"> <span class="field-slideshow-caption-text">When the funding is awarded, post information about the grant to the researchers' ORCID records.</span> </div> </div> </div> <div id="field-slideshow-1-controls" class="field-slideshow-controls"> <a href="#" class="prev">Prev</a> <a href="#" class="next">Next</a> </div> <div id="field-slideshow-1-pager" class="field-slideshow-pager slides-6"></div> </div> </div></div></div><div class="field field-name-body field-type-text-with-summary field-label-hidden"><div class="field-items"><div class="field-item even" property="content:encoded"><p>For research funders, ORCID can unambiguously link researchers to their research and the funding programmes that provide support. ORCID member organizations can incorporate ORCID identifiers into their workflows, such as grant application processes and progress reporting protocols, in order to reduce administrative burden and to improve accuracy.</p> <p>Integrate ORCID into several different workflows. Common integration points include:</p> <ul><li>Application: Collect applicant ORCID iDs as part of the application process</li> <li>Review: Collect reviewer ORCID iDs as part of the review process</li> <li>Award: Give grantees and reviewers credit by posting award information to their ORCID records</li> <li>Post-award: Pull information from ORCID to support post-award reporting<br/>  </li> </ul><hr/><h2 id="application"><strong>Application:</strong> Collect applicants' iDs &amp; biographical information</h2> <hr/><p>Funders can integrate ORCID into their existing application system in order to collect authenticated ORCID iDs and to gain permission to read from/write to applicants' ORCID records either immediately, or in the future. ORCID identifiers that you collect can be used in your local systems to uniquely identify applicants, and ORCID Record information, such as name, education, and current affiliation, can be used to populate applicants' profiles in your system.</p> <p>Collecting ORCID iDs and permission to read from/write to ORCID Records involves prompting applicants to sign into ORCID and retrieving data from the ORCID registry using the ORCID API. You can do this by offering ORCID as a sign-in option (see: <a href="/web/20170104061608/http://members.orcid.org/orcid-sign-in">Member flow: Sign in using ORCID credentials</a>), or by allowing applicants to connect their ORCID account from within your system.</p> <p>To let applicants connect their ORCID account from within your system:</p> <ol><li>Provide a button/link your application form that prompts the PI to connect their ORCID Record. Configure this button/link to request permission to read from and write funding to the PI's ORCID Record via the ORCID API (see <a href="/web/20170104061608/http://members.orcid.org/api/tutorial-retrieve-data-orcid-record-curl-12-and-earlier">Tutorial: Retrieve data from an ORCID record</a> and <a href="/web/20170104061608/http://members.orcid.org/api/tutorial-add-activities-curl-12-and-earlier">Tutorial: Add activities to an ORCID Record</a>).<br/><img src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/create_connect_button.png" style="width: 268px; height: 55px;"/></li> <li>Upon clicking the button/link, the PI is prompted to sign into their ORCID account, or to create a new account.<br/><i><b>Tip:</b> This screen is designed to be opened in a pop-up window - see our </i><a href="http://web.archive.org/web/20170104061608/http://members.orcid.org/web-graphics-guidelines"><i>guidelines for presenting the ORCID login screen</i></a> <p> <img alt="" src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/funding_authorize.png" style="width: 240px; height: 281px;"/></p> <p>  </p></li> <li>After clicking Authorize, the user is sent back to your site and an authorization code is sent to your system via HTTP. <p> <span><img src="http://web.archive.org/web/20170104061608im_/https://orcid.uservoice.com/assets/74761981/clicking_authorize.png" style="width: 300px; height: 104px; border-width: 1px; border-style: solid;"/></span><br/>  </p></li> <li><a href="/web/20170104061608/http://members.orcid.org/api/post-oauthtoken">Immediately exchange the authorization code</a> for the user's ORCID iD and an access token which will allow you to read from and write to the user's record. (This exchange should occur within 10 minutes at least. The auth code will expire within 24 hours.)<br/>  </li> <li>Store the user's ORCID iD and the access token in your system.<br/><img alt="" src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/store-token.png" style="width: 250px; height: 237px;"/><br/>  </li> <li>Use the ORCID iD and access token that you've stored to read the user's ORCID record and populate their profile in your system with data from their ORCID record (see <a href="http://web.archive.org/web/20170104061608/http://api/tutorial-retrieve-data-orcid-record-curl-12-and-earlier">Tutorial: Retrieve data from an ORCID record</a>).<br/>  </li> <li>Prompt others listed on the grant to log into your system and connect their ORCID iD using the same the workflow as above, or send an email message with the button/link described above.<br/><img src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/create_connect_button.png" style="width: 268px; height: 55px;"/><br/>  </li> </ol><hr/><h2 id="review"><strong>Review:</strong> Collect reviewers' iDs &amp; biographical information</h2> <hr/><p>Funders can also integrate ORCID into their existing review system/process in order to collect authenticated ORCID iDs and to gain permission to read from/write to reviewers' ORCID records (either immediately, or in the future). ORCID identifiers that you collect can be used in your local systems to uniquely identify reviewers, and ORCID record information, such as name, education, and current affiliation, can be used to populate reviewers' profiles in your system. To learn more about peer review processes on the ORCID record, see our <a href="/web/20170104061608/http://members.orcid.org/api/peer-review-getting-started">Peer Review Getting Started Guide</a>.</p> <p>Collecting ORCID iDs and permission to read from/write to ORCID records involves prompting reviewers to sign into ORCID  and retrieving data from the ORCID Registry using the ORCID API. You can do this by offering ORCID as a sign-in option to reviewers (see: <a href="/web/20170104061608/http://members.orcid.org/orcid-sign-in">Member flow: Sign in using ORCID credentials</a>), or by allowing reviewers to connect their ORCID account from within your system.</p> <p>To let reviewers connect their ORCID account from within your system:</p> <ol><li>Prompt reviewers to log into your system and connect their ORCID iD using the same the workflow as above, or send an email message with the button/link described above.<br/><img src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/create_connect_button.png" style="width: 268px; height: 55px;"/></li> <li>Store reviewer ORCID iDs and access tokens that you receive in your system.<br/><img alt="" src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/store-token.png" style="width: 250px; height: 237px;"/><br/>  </li> <li>Use the ORCID iDs and access token that you've stored to read reviewers' ORCID records and populate profiles in your system with ORCID record information (see <a href="http://web.archive.org/web/20170104061608/http://api/tutorial-retrieve-data-orcid-record-curl-12-and-earlier" target="_blank">Tutorial: Retrieve data from an ORCID record</a>).<br/>  </li> </ol><hr/><h2 id="award"><strong>Award:</strong> Update awardee ORCID records</h2> <hr/><p>When an award is made, funders can use ORCID to document the award by adding an entry to the Funding section of grantees' ORCID records. The work of reviewers can be acknowledged by adding a similar entry to their ORCID records.</p> <p>Adding information to ORCID records involves sending XML or JSON data to the ORCID Registry using the ORCID API. Doing this requires that you've collected ORCID iDs as well as read/write permission from the grantees and reviewers whose ORCID records you'd like to edit by following the steps described above in <a href="#application">Application</a> and <a href="#review">Review.</a></p> <p>The steps to add funding information to grantee and reviewer ORCID records include:</p> <ol><li>Use the ORCID iDs and access tokens you have stored to post award information to grantees' ORCID Records (see <a href="api/tutorial-add-activities-curl-12-and-earlier" target="_blank">Tutorial: Add Activities</a>). Award information is posted in XML format, according to the <a href="api/xml-funding" target="_blank">ORCID Message schema</a>.</li> </ol><p><img alt="Funding Item" src="/web/20170104061608im_/http://members.orcid.org/sites/default/files/funding-item.png" style="width: 360px; height: 87px; border-width: 1px; border-style: solid;"/></p> <p>2. Use the ORCID iDs and access tokens you have stored to post an acknowledgement to reviewers’ ORCID records (see <a href="/web/20170104061608/http://members.orcid.org/api/peer-review-getting-started">Peer Review: Getting Started</a>). Review activity is posted in XML or JSON format according to the <a href="http://web.archive.org/web/20170104061608/https://github.com/ORCID/ORCID-Source/blob/master/orcid-model/src/main/resources/record_2.0_rc3/peer-review-2.0_rc3.xsd">ORCID Message schema</a>. <strong>Note: Recognizing peer review activity is only available using the 2.0 release candidate versions of the API.</strong></p> </div></div></div> <footer> </footer> </article> </section> </div> </section> </div> <div id="triptych-wrapper"><div id="triptych" class="clearfix"> <div class="region region-triptych-first"> <section id="block-aggregator-feed-2" class="block block-aggregator clearfix"> <h2 class="block-title">API Users Group News</h2> <ul><li><a href="http://web.archive.org/web/20170104061608/https://groups.google.com/d/msg/orcid-api-users/iagYSP1udtw/WLNt29jtCQAJ">Relationship now required with identifiers in all version of 2.0</a> </li> <li><a href="http://web.archive.org/web/20170104061608/https://groups.google.com/d/msg/orcid-api-users/xCXoX5HUm6Y/2N_50PAPCQAJ">Writing Multiple Works with the Same Identifier</a> </li> <li><a href="http://web.archive.org/web/20170104061608/https://groups.google.com/d/msg/orcid-api-users/AAzbHKzHcfY/7YcsggDIAwAJ">2.0_rc3 released</a> </li> <li><a href="http://web.archive.org/web/20170104061608/https://groups.google.com/d/msg/orcid-api-users/A7BQ1GEfP6k/rFq3Z6eaAwAJ">UN NÚMERO ORCID ES PARA INVESTIGADORES CON LA EDUCACIÓN MÉDICA CONTINUADA.</a> </li> <li><a href="http://web.archive.org/web/20170104061608/https://groups.google.com/d/msg/orcid-api-users/SzX3aVjwpc0/OrIMIZJgCQAJ">Type trademark</a> </li> </ul><div class="more-link"><a href="/web/20170104061608/http://members.orcid.org/aggregator/sources/2" title="View this feed's recent news.">More</a></div> </section> </div> <div class="region region-triptych-middle"> <section id="block-aggregator-feed-1" class="block block-aggregator clearfix"> <h2 class="block-title">Member News</h2> <ul><li><a href="http://web.archive.org/web/20170104061608/http://orcid.org/blog/2016/10/24/orcid-trust-program-0">The ORCID Trust Program</a> </li> <li><a href="http://web.archive.org/web/20170104061608/http://orcid.org/blog/2016/10/13/open-call-participation-business-agreements-behind-technology-interoperability">Open Call for Participation - Business Agreements Behind Technology Interoperability</a> </li> <li><a href="http://web.archive.org/web/20170104061608/http://orcid.org/blog/2016/10/10/orcid-receives-follow-funding-helmsley-charitable-trust">ORCID Receives Follow-on Funding from Helmsley Charitable Trust</a> </li> <li><a href="http://web.archive.org/web/20170104061608/http://orcid.org/blog/2016/10/07/announcing-pidapalooza-lineup">Announcing the PIDapalooza lineup!</a> </li> <li><a href="http://web.archive.org/web/20170104061608/http://orcid.org/blog/2016/09/23/peer-review-week-video">Peer Review Week - The Video!</a> </li> </ul><div class="more-link"><a href="/web/20170104061608/http://members.orcid.org/aggregator/sources/1" title="View this feed's recent news.">More</a></div> </section> </div> <div class="region region-triptych-last"> <section id="block-menu-menu-get-help" class="block block-menu clearfix"> <h2 class="block-title">Get Help</h2> <ul class="menu nav"><li class="first leaf"><a href="/web/20170104061608/http://members.orcid.org/api" title=""><span class="glyphicon glyphicon-book"></span> Read technical documentation</a></li> <li class="leaf"><a href="http://web.archive.org/web/20170104061608/https://members.orcid.org/contact" title=""><span class="glyphicon glyphicon-envelope"></span> Contact ORCID Support</a></li> <li class="leaf"><a href="http://web.archive.org/web/20170104061608/https://groups.google.com/group/orcid-api-users" title=""><span class="glyphicon glyphicon-user"></span> Join the ORCID API users group</a></li> <li class="last leaf"><a href="/web/20170104061608/http://members.orcid.org/event-list" title=""><span class="glyphicon glyphicon-calendar"></span> Register for technical and communications webinars</a></li> </ul> </section> </div> </div></div> <!-- /#triptych, /#triptych-wrapper --> </div> <footer class="footer container"> </footer> <script type="text/javascript"> var oauthWindow; 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