NIH, AHRQ, and CDC announced in July 2019 that individuals supported by research training, fellowship, research education, and career development awards will be required to have ORCID iDs beginning in FY 2020. (See details: Notice Number NOT-OD-19-109)
In October 2019, the requirement for ORCID identifiers will be incorporated into the appointment process for trainees, scholars, and participants supported by institutional research training, career development, and research education awards that require appointments through the xTrain system, including the following: T03, T15, T32, T34, T35, T37, T42, T90/R90, TL1, TL4, TU2, K12/KL2, R25, R38, RL5, RL9 At the time of appointment, the xTrain system will check whether appointees have ORCID iDs and appointments will be not be accepted for agency review unless an ORCID iD is linked to the individual's eRA Commons Personal Profile.
Beginning with receipt dates on or after January 25, 2020, the requirement for ORCID identifiers will be enforced at the time of application for individual fellowship and career development awards, including the following: F05, F30, F31, F32, F33, F37, F38, F99/K00, FI2, K01, K02, K05, K07, K08, K18, K22, K23, K24, K25, K26, K38, K43, K76, K99/R00 eRA system validations will check whether applicants have ORCID iDs and applications will not be accepted unless an ORCID iD is linked to the PD/PI's eRA Commons Personal Profile.
Action Steps for UNC-Chapel Hill researchers and trainees:
UNC-Chapel Hill is planning future integration of ORCID iDs into campus research systems and encourages faculty and other scholars to register for an ORCID iD and to connect it to their UNC ID (PID) via the UNC ORCID Portal.
ORCID (Open Research and Contributor ID) provides a persistent digital identifier (an ORCID iD) that distinguishes each researcher from all other researchers, especially individuals with similar names.
ORCID iDs are used in research workflows, like manuscript and grant submissions, to create links between people and their professional activities in an open and publicly visible way.
Upon opening the ORCID homepage, click on the Sign In button in the top right hand corner.
If you have never signed in before you have two options: a personal account or an institutional account.
It is recommended to create a Personal Account when you register for the first time. This is to avoid getting locked out of your account if you lose access to your Institutional account once you graduate or leave UNC .
You can then link your personal ORCID account to your UNC Onyen account by clicking the Institutional account tab. It will ask you for your affiliation and you can search for UNC-Chapel Hill. Once you login to ORCID with your Onyen and password it will prompt you to link your personal ORCID account to your institutional account. NOTE: this linking step is separate and unrelated to the linking of your ORCID iD and your UNC ID (PID) that you complete at the UNC-Chapel Hill ORCID Creation and Connection Portal.
In your ORCID record, you have three options to add your works "search & link," "import BibTeX" and "add manually":
1. Search & link
If you already use one or more of the following listed tools, “search and link” will be the best way for you to import your works to your ORCID record. Select a preferred tool to start. If you are not sure which tool to select, try linking to CrossRef and Scopus; both of these sources cover journals from a broad range of disciplines and are likely to cover many of the journals you publish in.
ORCID will ask you to authorize the chosen tool to access to your ORCID record. Please click the "Authorize" button to proceed. Follow the instructions on the website of your chosen tool to identify your works. After you finish, your works will be sent to your ORCID record automatically. ORCID allows you to try one or several of the "search & link" tools, sequentially. You may choose to allow Trusted Parties to update or add to your record. For more information, check ORCID support on Link Works.
2. Import BibTex
If you choose to import your works from a citation management tool, please make sure to export your works from the reference management software in BibTex format. BibTex is supported by most citation management software, including EndNote, Refworks, Mendeley, and Zetero. Check this citation manager comparison guide for more information about citation management software.
How to import your works to ORCID from your preferred reference management tools:
Export your works in BibTex format from your preferred reference management tool and save it on your computer
Log into your ORCID record and import the saved BibTex file by choosing the "Import BibTex" option
It is best practice to setup and authorized ORCID partner organizations like Scopus, CrossRef, DataCite and others to add your works to your ORCID record whenever possible so that the information is validated and complete. If there are cases where you need to add works to your ORCID record manually, choose the "Add manually" option and follow the instructions on the ORCID webpage.
If you already have your citations listed in Google Scholar, you can easily upload those citations to ORCID.
1. Export your article citations from Google Scholar.
If you want to export a single citation, you can search for your article in Google Scholar and click on the quotation mark icon below the citation. A small window will pop up displaying several citation examples. Click "BibTeX" at the bottom of this window.
If you want to export several articles, navigate to your Google Scholar Profile page and check off the articles you want to export. Hover over "Export" at the top of the page and click "BibTeX."
2. Save the citations as a plain text file.
Google Scholar will automatically redirect to a page of plain text. Right click on this screen and click "Save As." Enter a name for your file. Keep the file type as "Text Document." If you are exporting several citations, they will appear as a list on this page. All of your citations can be saved as one file.
3. Navigate to your ORCID page and import your BibTeX file.
Scroll to the bottom of your screen to the tab titled "Works." Hover over the button "+Add Works" and click "Import BibTeX" from the small drop-down menu.
Click "Choose File." Find the plain text file you downloaded from Google Scholar and open this file.
4. Save your citations.
Your citation should appear on your screen. If you imported multiple citations into ORCID, they should appear as separate citations. Make sure to save your citations or they will be deleted and you will have to import them again. You can save a single citation by clicking the Save icon on the right. You can save multiple citations by clicking "Save All" at the top of the list.
5. Manually edit your citations if necessary.
If you want to edit any of your citations, this can be done manually after you have imported and saved them into ORCID. Click the small pencil icon at the bottom right of a citation to edit it. You can also edit multiple citations at once by clicking "Bulk Edit" at the top of the list.
Once you log into your ORCID record, you will see to the left of your Education and Employment information, in the sidebar, and option to Display your iD on other sites.
Clicking on this link will open box below with HTML code that you can paste into the code of your website.
Copy and paste this HTML code into your site's HTML in the area in which you want it to appear. Note that the font and text color will match your sites defaults and may not look like the Preview seen on the ORCID website.
2. Inserting your ORCID iD into your email signature.
To insert your ORCID iD with the ORCID logo icon into your email signature, click on the Display your iD on other sites link on the right sidebar of your profile.
Click on this option to open the HTML code used to display your ORCID iD on websites.
Under the code you will see a preview of what your ORCID iD will look like when it is embedded. You can select this link with your cursor and copy and paste it into your email signature.
Once pasted into your signature, it will look similar to this