Skip to main content

ORCID: Open Researcher and Contributor ID (University Libraries): Home: ORCID Basics

New Funder Requirements for ORCID

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. 

This NIH blog posting (August 2019) provides more details on what the NIH is doing and plans to do with ORCID: "Linking ORCID Identifiers to eRA Profiles to Streamline Application Processes and to Enhance Tracking of Career Outcomes."

Action Steps for UNC-Chapel Hill researchers and trainees:

How ORCID promotes YOUR scholarship

ORCID logo

ORCID Resources: Learn More

For more information on ORCID, please check out the resources linked below:

Register for an ORCID iD and Connect It to Your UNC ID

Register for an ORCID iD and connect your new or existing ORCID iD to your UNC ID (PID) at the UNC-Chapel Hill ORCID Creation and Connection Portal (UNC Portal). ORCID registration is free and takes less than a minute.

The UNC ORCID Portal will take you to the ORCID website to login to your ORCID account or create one if you do not have one. Here are the steps:

  1. Log in to the UNC ORCID Portal with your Onyen (UNC 2-Step authentication required).
  2. Select "Create or Connect your ORCID" button.
  3. Login to your existing ORCID account OR Create one if you don't have one via these steps:
    • Fill in all the required fields on the form
    • Check the box next to “I’m not a robot”
    • Check the box to accept the terms and conditions
    • Click the “register” button at the bottom to submit the completed form
  4. Authorize UNC-Chapel Hill as a Trusted Organization when prompted.

Once you have registered, your ORCID iD will look like “orcid.org/0000-0003-1079-1779.”

Once you have logged into your ORCID record, go to the "Works" section to start importing your works (see Import Works to ORCID below) and adding them to your record.

If you think you may already have an ORCID iD, but don't know the number or have multiple ORCID iDs please contact ORCID support.

Creating an ORCID Record: Personal Vs Institutional Accounts

Upon opening the ORCID homepage, click on the Sign In button in the top right hand corner.  

Orcid Sign In Button

If you have never signed in before you have two options: a personal account or an institutional account.

 ORCID Personal Account or Institutional Account Sign-In

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.

Import Works to ORCID

In your ORCID record, you have six options to add your works "Search & link," "Add ArXiv ID," "Add DOI," "Add PubMed ID," "Import BibTeX," and "Add manually":

Add works to ORCID record screenshot

1. Search & link

This best practice method allows you to add works by directly importing links to your publications and other works to your ORCID record from other database systems. This is the recommended process because it reduces or eliminates errors, allows for the addition of contributor information with works, and enables a reliable connection between your ORCID iD and your works. 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. For more information, see the ORCID Support page on how to Add works by direct import from other systems.

Search & link works to ORCID record screenshot

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.‚Äč ORCID allows you to try one or several of the "Search & link" tools, sequentially. You may choose to allow Trusted Parties (Organizations and Individuals) to update or add to your record.  For more information, see the ORCID Support page and short video on how to Add works to your ORCID Record.

Authorize trusted parties to add works to ORCID screenshot

 

2. Add works using an identifier

You can now add a work to your ORCID record using any of the following identifiers: DOI (Crossref, DataCite, and mEDRA only at present), ArXiv, or PubMed ID, by clicking Add works, then Add ArXiv ID, or Add DOI, or Add PubMed ID. This can be a helpful option, however ORCID strongly recommends that you use the works Search & Link wizards to import works, rather than relying on identifier import due to the error reduction, completeness, and reliability that the Search & link method provides.  For more information, see this ORCID Support page on how to Add works using an indentifier.

 

3. 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.

BibTeX import can be a helpful option, however ORCID strongly recommends that you use the works Search & Link wizards to import works, rather than relying on BibTex file import due to the error reduction, completeness, and reliability that the Search & link method provides.

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
  • If you have questions see ORCID Support information on Importing works from a BibTeX file.

For details of exporting instructions for reference management tools, please check the following links:

For more information, see this ORCID Support page on Importing works from a BibTeX file.

4. Add manually

It is best practice to use the Search & link wizard method to enable 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 accurate, 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. For more information, see this ORCID Support page on how to Add works manually.

  • Last Updated: Jul 30, 2020 10:22 AM
  • URL: https://guides.lib.unc.edu/uncorcid