Register for an ORCID iD, connect it to Stanford, and set up your record.

Connect your ORCID iD to Stanford

Before you begin, connect your ORCID iD to Stanford. Let Stanford read and update your ORCID record to help reduce administrative burdens.

1. Authorize Someone to Edit your ORCID Record

If you have a faculty assistant or other partner who you want to edit and update your ORCID record, you can add them as a trusted individual. The person you designate must already have an ORCID account - if they don't they can create one here.

  1. Sign in to your ORCID account and go to Account settings > Trusted individuals.
  2. In the search box, enter the person's email or name and Search.
  3. Select and confirm the user you want to add as a trusted individual by clicking Add.

The person you designated can log into their ORCID account. At the top of their record page they can click Switch to another account and select your account from the drop-down menu.

Trusted individuals can:

  • import works and enable auto updates
  • authorize linkages to trusted organizations
  • add biographical information
  • merge and delete duplicate iDs (you will need to verify this action)

Trusted individuals cannot:

  • Edit your password
  • Edit the email(s) associated with your account
  • Delete your account

We recommend you check the following Account Settings:

  • Email - It is good practice to have more than one email listed. Include all emails you publish with as well as a backup email that you will have access to even if you leave Stanford.
    • Note: Only account owners can add new emails, not trusted individuals.
  • Visibility Preferences - we recommend you set it to Everyone so you can get the full benefit of an ORCID iD.
  • Remove Duplicate Records - Use the search box in the upper right of your ORCID record to see if you have duplicate records. If you do, you can merge them here so all information from the duplicate record goes to the correct one.
    • Note: If a trusted individual merges/removes duplicate record(s), the account owner will need to verify the action using a link that will be emailed to them.

2. Add Journal Articles and Other Works

Note: Authors may refer to a paper with a different title than what was published. When in doubt, check the journal title, date, and coauthors to see if a given citation you are locating is referring to the same work, but with a different title.

We think the following is the most efficient way for social-science researchers to add items to your ORCID record.

Import Items from Scopus

Scopus is a database that covers many social science journals in which business faculty publish.

  1. On your ORCID record, go to Works > Add > Search and Link > Scopus and if prompted, authorize the connection.
  2. If you don't already have a Scopus ID, it'll prompt you to create one.
  3. If the articles listed are already in your ORCID record, there is no need to do step 6 in the process and add them. If you do, you can later remove any duplicates. 

Import Items from CrossRef

Crossref is a global, not-for-profit membership organization of scholarly that provides persistent links for scholarly content. CrossRef covers a larger number of publications than Scopus, and also covers more working papers, books, and conference proceedings.

  1. On your ORCID record, go to WorksAdd > Search and Link > CrossRef and authorize the connection (you will not be prompted to do this if you've already authorized it).
  2. Do a keyword search with the author's last name and parts of the title. Try combinations of title words and any other coauthor last names or the journal title.
    1. Tip: If you're looking for an SSRN paper, limit the publication to SSRN Electronic Journal.

Because you've now authorized the connection between ORCID and CrossRef, each time CrossRef identifies a work you have published, it will be added to your ORCID record automatically.

Add Items Using a DOI

If you have a DOI, use it so ORCID will auto-create an entry and ask you to correct any errors.

  1. On your ORCID record, go to Works > Add > DOI.
  2. Enter the DOI (either the value or the URL) and click Retrieve work details from DOI.
  3. Make edits to the entry as needed.

How to Find a Papers DOI

If you don't have the DOI handy, search online for the article's title and try to locate it on the journal or publisher's website. These pages will often include the DOI, although you might have to click on a link to get a citation or see more details.

BibTeX is a file format commonly used for citations that is machine-readable.

Using a BibTeX file can help reduce typing errors rather than adding a citation manually. However, BibTeX files aren't always available.

To Find and Import a BibTeX File

  1. Locate the paper in a library database that includes the option to export a citation. You can do this many ways – we like using Google Scholar that is connected Stanford Libraries.
  2. Look for an option to cite, export, or download the citation. Download the BibTex file (.bib).
  3. On the ORCID record, go to Works > Add > Add BibTeX.
  4. Click Choose BibTeX file to import. Select the file and press Open.
  5. Select the works found and press Import works to your record.

You can also manually add any items that are missing. We suggest using this only as a last resort.

  1. On the ORCID record go to Works > Add > Add manually.
  2. Enter all the citation details you have and press Save Changes.

3. Enable Auto Updates

Enable Auto-Updates

To enable auto-updates to your ORCID record, you need to authorize trusted organizations add/update your list of publications and other works for you. You may also be prompted to do this next time you publish, so keep an eye out for the green iD icon .

The most relevant organization that provide auto-updates for social science researchers is CrossRef.

  • To see what organizations you have already authorized to update your record, go to Account Settings > Trusted Organizations.
  • To authorize CrossRef to auto-update for you, go to your record's Publications section and use the Search & Link option. If you haven't already authorized the linkage for that organization, you'll be prompted to.

Publons (Web of Science) also allows you to enable auto-updates and send information from your Publons profile to ORCID, but it requires you to have a populated Publons account. Learn more about connecting Publons with ORCID.

4. Add Biographical Information

Add biographical information about yourself, such as your education and employment.

When people search for an ORCID record, the results display the names and affiliations, so having your Stanford affiliation will help them differentiate you from others who may have the same name.

If you search for jonathan levin in orcid you see multiple results with different afffiliations.

Rather than reiterating your biographical details on your ORCID record, you can link to existing profiles. On the left of your record, go to Websites & Social Links.

5. Add Funding

If you're trying to add funding you have received:

  1. On your ORCID record, go to Funding > Search and Link > Dimensions and authorize the connection (you will not be prompted to do this if you've already authorized it). Then search to locate the grant or award.
  2. If you can't find the funding using Dimensions, you can manually add the details.

6. Use your ORCID iD with other systems

  • When submitting papers or grant proposals, provide your ORCID iD if given the option.
  • Add your ORCID iD to your other online profiles, such as at Stanford or with third party platforms like SSRN.