EUR ORCID LibGuide: Add publications

You can add works that were published before you created an ORCID to your ORCID record. If these publications have an identifier like DOI or PubMed ID, and you make them visible for everyone, the information can be used by other systems, like Web of Science or Altmetric Explorer. 

There are several ways to add works:

• by direct import from other systems, for example from Scopus or Europe PubMed Central. There are several 'Search & Link' wizards available. To use them, you have to grant them access, so they can send publications and other information to your ORCID.
• by importing a BibTeX file
• manually 
• granting Crossref access to automatically update your record with new publications

The order of the steps below is an advice, based on our own experiences with adding works to ORCID records - we want to limit the manual work as much as possible!

• Scopus
• When useful for your research: Europe PubMed Central (medical publications)
• Crossref Metadata Search
• Web of Science (via Publons)
• BASE - Bielefeld Academic Search Engine
• OpenAIRE Explore
• Datasets available in EUR Datarepository (EDR) via DataCite
• Importing a BibTeX file, for example from your Google Scholar Profile
• Manually
• Auto-update by Crossref

If you want to make changes to records imported via a Search & Link wizard or via an auto update, you can use the 'Make a copy and edit'.

Our advice is to start adding publications to your ORCID record from Scopus, because it’s relatively easy. Scopus is a multidisciplinary abstract and citation database of peer-reviewed literature (journals and books). 

• In your ORCID record, click behind the header Works the button + Add Works – and choose Search & Link. 
• In the list of member organizations, click Scopus - Elsevier
• Authorize the access to your ORCID Record by Scopus - Elsevier

• Scopus performs an Author search, based on your ORCID name.
  Please note: when your name consists of multiple words, only the first word is entered (for example Van). You can add the rest of your name manually. You can also add name variants (to broaden the search) and an affiliation (to narrow the search).
• When you click Start you are now guided through the Scopus Author Feedback Wizard:
  • Mark your Scopus profile(s) and click Next
  • Choose your profile name and click Next
  • When applicable, delete publications not authored by you and use the Search for missing documents at the bottom of the publication list to add documents not in the list (but available in Scopus). Click Next when the list is complete.
  • Review the Scopus profile. Click Next when the profile is complete.
  • Enter your e-mail address twice and click Send Author ID. Your Scopus Author ID will be added to ORCID and be visible under 'Other IDs'.
  • You will now be prompted by Scopus - Elsevier for permission to also send your publication list. If you wish to send your list, click Send my publication list.
  • Your list will now be imported from Scopus and you will receive a confirmation notice in the Scopus wizard. From here, click on return to ORCID in order to review your updated record and publication list. 

Your ORCID iD will be visibile on your Scopus Author Profile page.

Please note: the import from Scopus to ORCID is one-off: when new publications are added to Scopus, your publication list in ORCID is not updated automatically. It can be useful to create an author alert in Scopus - then Scopus will send an e-mail when new articles are added. You can add these new publications via Crossref Metadata Search.

Adding publications via Europe PubMed Central (Europe PMC) can be useful when you've published in medical journals. This wizard will recognize publications already added via Scopus, they will have a different color and the message 'This article has already been linked to your ORCID'. From our experience articles published in Dutch medical journals can be added easily in this way. 

• Click behind the header Works the button + Add Works - and choose Search & Link.
• In the list of member organizations, click Europe PubMed Central
• Authorize the access to your ORCID Record by Europe PubMed Central
• Europe PMC performs a search using your name. You can add name variants in the search box, using the AUTH: field, and the name between double quotation marks. Don't forget to add OR between two names.
• Go through the list of publications. Publications already in your ORCID will be green. Mark your publications and click Continue
• Review the publications - the marked publications will be shown at the top of the list - and click Send to ORCID

It's possible that some articles are twice in ORCID: if the identifiers used in Scopus don't match the identifiers used in Europe PubMed Central, ORCID can't 'see' they are the same. Look in your publication list in ORCID to find these duplicates: mark them and use the combine option at the top of the list to merge these records.

Crossref (https://www.crossref.org/) provides persistent links (DOIs) for scholarly content. The goal is to make research outputs easy to find, cite, link, and assess. Many publishers are member of Crossref, they submit their metadata to Crossref. With Crossref Metadata Search you can add publications to your ORCID:

• Click behind the header Works the button + Add Works – and choose Search & Link. 
• In the list of member organizations, click Crossref Metadata search 
• Authorize the access to your ORCID by Crossref Metadata search
• Crossref then performs a search on your name. Unfortunately, it's not possible to search in the author field, and the filter options are limited. It depends on your name how useful the results are. In some cases, the best way to proceed is to search by DOI or by article title (so one by one), but we have also seen examples where the first pages (with 10 results) contained relevant publications. 
• After clicking the 'Add to ORCID' button  the button should change into ‘In your ORCID’ , but sometimes it is changed in ‘Not visible’. In that case, please refresh the page.

If you use your ORCID when you publish an article, your ORCID will be part of the metadata from the start. You will receive a message from Crossref that they want to auto-update your ORCID record. If you agree with this, you will have to grant Crossref permission – this is a different source than Crossref Metadata Search.

To add publications in Web of Science to your ORCID record, you have to create a Publons profile first. This is especially useful for publications in Web of Science that don't have a DOI. Web of Sciences uses the Public API of ORCID to add the ORCID iD to publications with a DOI. Meeting abstracts and book reviews often don't have a DOI. Via Publons you can add them to your ORCID record. 

• Go to https://publons.com/in/researcher/
• If you already have a Web of Science account (for example because you get search alerts from Web of Science) you can use that account to log in. 
• If you don't have an account, click the button Create a Publons Profile
• You can create a new account by entering your e-mail address, password and name, but you can also register with your ORCID iD.
• Click Publications in the menu on the left side of your Private Dashboard
• Publons will check Web of Science for publications, based on the names and email addresses in your Publons profile. You can add name variants under Profile in the menu on the left and email addresses under Email 
• If publications are found, click the button See matching Web of Science publications
• Select your publications and click the button Import selected publications

Tip: you can also start in Web of Science: add your publications to the Marked List. Open the Marked List, click the button Export and choose Claim on Publons - track citations. 

To send the publications to your ORCID record:

• Open Permissions in the menu on the left side, scroll down to ORCiD Settings
• Click the button Link your ORCID and follow the steps to link your ORCID iD to Publons
• Then go back to Permissions and select Grant Publons permission to update your ORCID works and confirm the authorization request. 
• Click Export Publications to ORCID now

With BASE - Bielefeld Academic Search Engine - you search metadata from institutional repositories all over the world, including RePub. 

• In your ORCID record, click behind the header Works the button + Add Works – and choose Search & Link. 
• In the list of member organizations, click BASE - Bielefeld Academic Search Engine
• Authorize the access to your ORCID Record by BASE
• BASE will preform a search in the author field, using the name  from your ORCID record: aut:"First name, Last name". Many repositories use another format, for example "Last name, First name" or "Last name, Initials". We advise you to try these different versions of your name. 
  Tip: It can help to search for a particular title, and then click the author name in that record to see the full list of publications in BASE, linked to that name. 
• To add a work to your ORCID record: click the link claim behind your name in the author field of the record. 
• To claim the authorship of the publication, you have to login with BASE. If you don't have an account, you can use the link Create New Account. 
• Click the button Claim in BASE and export to ORCID
• Behind your name the ORCID logo appears.

Added to the Search & Link Wizards of ORCID in March 2021: OpenAIRE Explore. OpenAIRE, the European e-Infrastructure on open scholarly communication, is a service provider with 14 services covering a broad spectrum of open science for publishing, discovering, and monitoring research. In its core is the OpenAIRE Research Graph which interlinks publications, research data, and research software, with researchers, their organizations, funding agencies, and specific research communities.

You can use this wizard to import journal articles, datasets, software and other research outputs. OpenAIRE aggregates data from Crossref, RePEc, DOAJ, Figshare, GitHub, funders, ORCID and many other sources. This data is cleaned and deduplicated. 

• Click behind the header Works the button + Add Works - and choose Search & Link.
• In the list of member organizations, click OpenAIRE Explore
• Authorize the access to your ORCID Record by OpenAIRE Explore
• You have to Sign in to continue. If you don't have an account, it's possible to use the ORCID Single Sign On. In that case you have to authorize OpenAire2020 Portal to get your ORCID iD. You can also create a new OpenAIRE account, or choose another Single Sign On provider.
• OpenAIRE will performed a search using the name used in your ORCID record. It's recommended to add name variants to the query: click the + button behind ADD RULE, make sure you select Or as the Boolean operator between the rules and choose Author as the field to search. 
• By default OpenAIRE searches Open Access content only. You can remove this filter on the left side of the search results.
• Records with a persistent identifier, for example a DOI or a Handle, will have an option Add to ORCID iD. Click that button to send the information to your ORCID record.
• The source of the record will be OpenAIRE Explore.

It's possible you see a black ORCID ID icon next to an author name: this means that the ORCID iD was derived by OpenAIRE algorithms, or harvested from 3rd party repositories. A green ORCID ID icon means that the data was harvested from the ORCID public data file.

To add datasets in the EUR Data Repository (EDR) to your ORCID record you have to take a couple of steps:

• In your EDR profile, connect to ORCID. You have to authorize figshare to get your ORCID iD. Your ORCID iD will now be added to the metadata of new datasets you upload in EDR.
  

   

  
• In your ORCID record, use the Search & Link Wizard to authorize DataCite - this will allow you to add existing datasets to your ORCID record. 
  
• In your DataCite Profile, get the ORCID token and enable the auto-update - every time a new DOI is registered by DataCite with your ORCID iD in the metadata, your ORCID record will be updated automatically. 
  

   

  

If you have a BibTeX file (.bib) with your publications (for example exported from a reference manager), you can upload that file:

• Click + Add works
• Select Import BibTeX
• Click the button Choose file and browse to the BibTeX file you want to import

• ORCID shows the list of articles: click save (the disk) or ignore (the bin) next to each article, or use the Save all option.

If you use an export from your Google Scholar profile, you have to take extra steps: 

• Mark the titles in your Google Scholar profile
• Click Export and choose BibTeX
• Save the file 
• Often the file is saved by default as a .txt file. ORCID can't read this. You have to change the file type from .txt to .bib. 

Please note: the export from Google Scholar doesn't include identifiers like DOIs. ORCID uses them to group works in your record, and they are important for linking your ORCID iD to publications in databases like Web of Science.

You can also add publications manually to your ORCID record.

• Click + Add works
• Select Add manually
• Select a work category. The options are: Publication, Conference, Intellectual property and Other. For example, if you want to add your thesis, choose Publication. If you want to add a data set, you have to select Other. 
• Select the work type. A list of supported work types can be found here. 
• The Title is required, the other fields are optional. ORCID provides a description of all the fields here.
• If your work has an identifier, like a Handle, an ISBN or a DOI, please add it as well. You have to select the identifier type (the list of identifier types can be found here) and enter the identifier value, ORCID will generate the Identifier URL. 
• If your work was funded, you can add a 'Funded by' relationship. Select Grant number as Identifier type and enter the number of the funding that supported the work and the URL manually.
• Check the visibility settings
• Click the button Add to list.

An example

If your dissertation is online available via RePub, the repository of the EUR, you can use these fields:

• Work category: publication
• Work type: dissertation/thesis
• Title
• Publication date
• Identifier type: handle: Handle
• Identifier value: enter the numerical part of the Handle. This can be found in RePub, in the Persistent URL field. The Handle of RePub starts with 1765/ and is followed with another number.
• The Identifier URL will be created automatically.

When you provide your ORCID iD when you submit an article, your ORCID iD becomes part of the metadata of that article. Many publishers provide this metadata to Crossref. You can grant Crossref permissions to update your ORCID record automatically, once they find your ORCID iD in new metadata. 

The first time Crossref will send you a notification via ORCID to ask for permission to auto-update your ORCID record as a trusted organization.

If you grant this permission, and Crossref finds your ORCID iD in the metadata, that article will be added to your ORCID record automatically. You get a notification that your ORCID record was amended, with information about the item that has been updated. 

Some publishers also add ORCID iDs to the metadata of articles already published - they can do this when you have added these articles to your ORCID record and made them public. Crossref will also add these older articles to your ORCID record. This doesn't mean that the publication will be twice in your ORCID record: ORCID will automatically group these multiple versions together.

Records added via a Search & Link Wizard or via an automatic update, can't be changed. Instead, you can use the 'make a copy and edit' option:

• Click the button in the right down corner of the record 
• The information is copied and the Add Work screen opens
• Make the adjustments
• Click Add to list

The records are merged. You can select the 'preferred source' - that is the default version of the work shown.

 Erasmus Library ORCID Team