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Discovery Systems Integration Best Practices

Within the ORCID context, a discovery service enables a wide range of end users to find and obtain insights about scholarly information. 

Members planning to integrate ORCID into their own systems should follow our integration best practices which are:

  • Collect authenticated users’ ORCID iDs, and their permissions
  • Use the ORCID ID and names contained in ORCID records to help users find content that belongs to them.
  • Enable researchers to find their contributions, person identifiers and/or other information in the discovery service, and add them to their ORCID record
  • Use a distinct API client ID to any other integration the organization may offer
  • Keep the items added to ORCID records up to date with changes
  • 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
  • Document how platform/import wizard users can use the ORCID functionality offered, in training and promotional materials
  • Publicly display authenticated ORCID iDs per ORCID’s brand guidelines only

More information regarding these best practices can be found here. Integrators that are not Service Providers can ignore best practices that are related to Service Providers only.