Benefits of ORCID Association

[Pedro Luis]

People,

Currently we use integration with the Public ORCID for authentication, but I was asked about the advantages of using the ORCID consortium in Dataverse.

I ask, with the public profile we can use authentication and controlled vocabulary, is that correct? What other possibilities would we have when using ORCID member/supporter credentials that would justify the association?

I believe this is a difficult question to answer, purely strategic, but I would like to know if it really makes a difference.

Pedro Luís

Faculdade de Biblioteconomia e Comunicação

Universidade Federal do Rio Grande do Sul - Brazil

[Julian Gautier]

Hey Pedro. Others in the community who might answer this question better than I can are just coming back from last week's Dataverse Community Meeting, so hopefully others will chime in to correct what I've shared below or add more info.

From what I understand from https://info.orcid.org/ufaqs/what-are-the-differences-between-the-public-and-member-apis, with ORCID member/supporter credentials you can use the member API, which can have more info about ORCID profiles than the public API might. So when a field on the dataset deposit form has been redesigned to suggest names from ORCID's member API, and a depositor starts typing a name, the field might suggest names that it wouldn't if the public API was used. And this might result in depositors more quickly finding the right person and the Dataverse repository including more ORCIDs of authors or other people associated with the datasets.

Hope this helps!

Julian Gautier (he/him)

Product Research Specialist, IQSS

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[Philip Durbin]

If it helps, back when we first added ORCID auth, I was under the false belief that one would have to pay something to use it. Then https://github.com/IQSS/dataverse/pull/7025 came along that explained how to use the public API.

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Philip Durbin
Software Developer for http://dataverse.org
http://www.iq.harvard.edu/people/philip-durbin

[Julian Gautier]

Ah, hmmm. Pedro it looks like I made assumptions about what you meant when you wrote that you "use integration with the Public ORCID for authentication" and when you asked if it's correct that "with the public profile we can use authentication and controlled vocabulary".

In my reply, I was thinking entirely about the "controlled vocabulary" part of your question, specifically how we can change the dataset deposit form fields to suggest names from the ORCID database:

But Phil, you mentioning "ORCID auth" and the pull request at https://github.com/IQSS/dataverse/pull/7025 makes me think that there's an aspect of Pedro's questions that I missed entirely, that's about how users create Dataverse accounts by using their ORCID credentials:

[Pedro Luis]

Julian and Philip,

Both of you helped with the clarifications, but I need to be more specific with my questions.

Regarding the controlled vocabulary, it's excellent that it's possible to use the public API. Implementing this feature in the metadata is something for the future in my facilities, but it hasn't been a requirement yet.

Using ORCID as a form of authentication is something I've been doing for some time, and I find the possibility of converting local accounts to access via ORCID credentials very interesting. Again, this is possible with the public API, as I can see the researchers' data when they register on Dataverse, but as an ORCID member, it would be possible to have complete information. It's not impactful, as the information can be entered manually.

The million-dollar question is: what other benefits would I have in Dataverse if I were a member? This question arose because in DSpace, when you're an ORCID member, you can push biographical data to ORCID, push publications to ORCID (Works), and push projects to ORCID (funding).

In summary, there are no unique features in Dataverse that require ORCID membership. Is that correct?

Thank you very much, and I hope to be able to attend the events in person someday and talk to you all.

[Philip Durbin]

Yes, that sounds right. There are no unique features in Dataverse that require ORCID membership, as far as I know.

To view this discussion visit https://groups.google.com/d/msgid/dataverse-community/5fdef5c9-1e16-4e62-bdea-df1f6d886290n%40googlegroups.com.

[James Myers]

That said, if you publish Dataverse datasets using DOIs, users can go to their DataCite Profile (https://profiles.datacite.org/) and chose to add the datasets to their ORCID profiles there.

 

-- JIm

 

From: 'Philip Durbin' via Dataverse Users Community <dataverse...@googlegroups.com>
Sent: Wednesday, June 24, 2026 9:16 PM
To: dataverse...@googlegroups.com
Subject: Re: [Dataverse-Users] Re: Benefits of ORCID Association

 

Yes, that sounds right. There are no unique features in Dataverse that require ORCID membership, as far as I know.

 

On Wed, May 20, 2026 at 4:05 PM Pedro Luis <devil...@gmail.com> wrote:

Julian and Philip,

Both of you helped with the clarifications, but I need to be more specific with my questions.

Regarding the controlled vocabulary, it's excellent that it's possible to use the public API. Implementing this feature in the metadata is something for the future in my facilities, but it hasn't been a requirement yet.

Using ORCID as a form of authentication is something I've been doing for some time, and I find the possibility of converting local accounts to access via ORCID credentials very interesting. Again, this is possible with the public API, as I can see the researchers' data when they register on Dataverse, but as an ORCID member, it would be possible to have complete information. It's not impactful, as the information can be entered manually.

The million-dollar question is: what other benefits would I have in Dataverse if I were a member? This question arose because in DSpace, when you're an ORCID member, you can push biographical data to ORCID, push publications to ORCID (Works), and push projects to ORCID (funding).

In summary, there are no unique features in Dataverse that require ORCID membership. Is that correct?

 

Thank you very much, and I hope to be able to attend the events in person someday and talk to you all.

Em quarta-feira, 20 de maio de 2026 às 15:55:24 UTC-3, Julian Gautier escreveu:

Ah, hmmm. Pedro it looks like I made assumptions about what you meant when you wrote that you "use integration with the Public ORCID for authentication" and when you asked if it's correct that "with the public profile we can use authentication and controlled vocabulary".

 

In my reply, I was thinking entirely about the "controlled vocabulary" part of your question, specifically how we can change the dataset deposit form fields to suggest names from the ORCID database:

 

 

 

But Phil, you mentioning "ORCID auth" and the pull request at https://github.com/IQSS/dataverse/pull/7025 makes me think that there's an aspect of Pedro's questions that I missed entirely, that's about how users create Dataverse accounts by using their ORCID credentials:

 

 

On Wednesday, May 20, 2026 at 2:34:22 PM UTC-4 Philip Durbin wrote:

To view this discussion visit https://groups.google.com/d/msgid/dataverse-community/CABbxx8FvvuUf69zZTSvSDRPRqmjukkFJhtKH6pSxcp%2B9b%3D8X%2Bg%40mail.gmail.com.

[Betsy]

Hello, 

Thanks for this discussion about ORCID! Just to confirm, are there any plans to enable more of this "push" functionality with ORICD in the future? I didn't immediately see any, but I wouldn't put it past me to overlook it :-)

Our team does exactly just as Jim suggests.  When we correspond with researchers about their draft dataset, we share DataCite's instructions (https://support.datacite.org/docs/datacite-and-orcid) on how to give DataCite permission to automatically update their ORCID record with the published dataset. 

Take care,

Betsy (Johns Hopkins University)

[Valentina Pasquale]

Dear Philip, dear all,

my name is Valentina Pasquale and I work at the Italian Institute of Technology, where we manage an institutional Dataverse instance (IIT Dataverse).

I would like to follow up on this thread to ask for further confirmation regarding whether some Dataverse installations are using ORCID authentication via the Public API rather than the Member (Production) API.

A few months ago, we enabled ORCID authentication in our institutional Dataverse using the Public API, based on the information provided on this page: https://info.orcid.org/what-is-orcid/services/public-api/. It seemed to us that organizations could also use the Public API to allow external users (i.e., non-IIT users) to log in to our institutional Dataverse via ORCID, in order to submit access requests for restricted data (while IIT users would continue to use institutional login).

We set up the integration by registering an ORCID account in the name of the organization (as it is linked to a service email address rather than a personal one). However, the account was subsequently locked by ORCID with the following explanation:

“Your ORCID record has been locked because it is registered under the name of an organization (Dataverse Dataverse Service Account) rather than an individual.
ORCID iDs are intended solely for individuals, and we do not issue ORCID iDs for groups or organisations. For more information, please refer to our Terms of Use.
Organisations interested in ORCID can benefit from ORCID Membership, which provides access to our Member API. […] We also note that your account has a Public API client registered. […] Its use must comply with our Public APIs Terms of Service. This includes the requirement that Public API credentials are issued to individuals, not organisations.”

We interpreted this response as a restriction against using the Public API as an organization rather than as an individual. I would therefore like to ask those who are using the ORCID Public API in production for authentication purposes what kind of ORCID account they have registered and, in particular, whether it is an individual account.

We did not consider this a viable option, as ORCID’s response seemed quite clear, but perhaps we are missing something. In addition, we did not consider it a secure practice to use the account of a single individual within a production Dataverse instance to integrate with an external system.

At the moment, we are trying to determine the most suitable option for us to become an ORCID member—either as an individual member or through a consortium.

It is clear that, if there were a possibility to use the Public API for authentication in an institutional system without necessarily becoming an ORCID member, this would be our preferred option, as the use case is limited to external users and we would not require additional membership benefits. However, we would like to ensure that this type of usage is considered compliant with ORCID policies and terms of service, and secure, and we would be willing to continue the discussion with them by providing any necessary information.

Thank you very much for any insights you may be able to share.

Best,

Valentina Pasquale

IIT Dataverse

To view this discussion visit https://groups.google.com/d/msgid/dataverse-community/CABbxx8FSF%3DhEMZ5v-YNDctBoTbR-WMeV8RZiP5wrMNzZnyyaaQ%40mail.gmail.com.

[James Myers]

Valentina,

While only ORCID can give authoritative answers about how they want their APIs used, I can say a couple things.

 

First, I think their prohibition of accounts for organizations is mostly about not having organizations in their global searchable directory that is only supposed to include people. While that causes the issue that you mention – production use of the public API by non-members has to be done through a personal account – the Public Api page says explicitly “ORCID offers a public API that allows organizations that are not ORCID members to connect their systems and applications to the ORCID registry with machine-to-machine communications. “.

 

Second – and partly an advertisement, we (GDCC) are just completing a two-year effort funded by the ORCID Global Participation Fund that adds onto the ORCID Authentication capability in Dataverse to also allow accounts using Shibboleth or local username/passwords to still associate an ORCID with their account, and then have that ORCID transferred to new datasets when they are created. The grant also helped expand our use or ORCID in the user interface, supporting the ability to lookup Related Publications by searching through the co-authors’ ORCID profiles. I recently presented this and other ORCID capabilities at the Dataverse Community Meeting in Barcelona. While the ORCID team has encouraged us to add capabilities that would require the member API, all the work in the grant was with the public API and our mutual goal was to have many/all of the global Dataverse instances use it.

 

Hope that helps. If you/anyone receives different feedback from ORCID, please let us know and/or consider adding to the Guides as to what the best practices are.

 

-- Jim

 

From: dataverse...@googlegroups.com <dataverse...@googlegroups.com> On Behalf Of Valentina Pasquale
Sent: Friday, June 26, 2026 6:20 AM
To: dataverse...@googlegroups.com
Subject: Re: [Dataverse-Users] Re: Benefits of ORCID Association

 

Dear Philip, dear all,

To view this discussion visit https://groups.google.com/d/msgid/dataverse-community/CANiF6ZVxSogT_N3Hud6%2BqHySQWB%2BQ55O3OL%3DuQFiStCMXmoHjg%40mail.gmail.com.