Jisc UK ORCID Support: onboarding webinar

7th November 2o16

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Jisc UK ORCID Consortium

»Monica Duke (Jisc UK ORCID support)

»Paula Demain (ORCID)With thanks to ORCID for support materials07/11/2016

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Overview

• Jisc Support and Resources• membership

• Getting started with an integration

• Collect and Connect (ORCID)

• Questions and Answers07/11/2016

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Introduction

»What is ORCID?– A unique identifier for researchers (&others)– An international organisation, member based

»What is the Jisc UK ORCID consortium• Reduced membership costs• Localised support• Smoother path to adoption

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Some ORCID adoption landmarks in the UK

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UK ORCID consortium membership

02/05/2023

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The ORCID support team

»Monica Duke»Balviar Notay»Jisc Collections»External consultants

› Nicky Ferguson (Clax)› Owen Stephens (Sero + team)

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Aims of the support project› Respond to technical support requests via phone, email, site visits and surgeries

from research information management practitioners and developers in ORCID consortium member organisations building integrations using the ORCID API

› Gather technical interoperability requirements across UK universities and to, where appropriate implement developments or help to guide developments in key systems

› Design, organise and facilitate UK ORCID user community events to provide a forum for networking, sharing of experiences and collaboration

› Design, organise and facilitate ORCID hack days to enable developers in consortium member organisations to learn about ORCID development resources, to collaborate and to create new ORCID tools

› Set up and manage online communication channels to facilitate sharing of plans and coordination of implementation activities among group members

› Create documentation and other tools to inform users – where appropriate – or refer them to existing documentation and resources provided by the ORCID organisation.

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Events to date

http://ukorcidsupport.jisc.ac.uk/events/

07/11/2016

Members Launch workshop

Cultivating ORCIDs

API and Use Cases workshop

Hackday

Members Launch workshop

Cultivating ORCIDs

API and Use Cases workshop

Hackday

Members Launch workshop

Cultivating ORCIDs

API and Use Cases workshop

Hackday

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Resources: ORCID integration flowchart

07/11/2016

http://ukorcidsupport.jisc.ac.uk/guidance/decision-tree/• Decision tree • Decide your path to ORCID integration• Underlying guides• Evaluate options

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Resources: guides

• Assess the benefits of using ORCIDs• Understand the range of institutional system typ

es and approaches• Identify ORCID capabilities of available systems

• Eprints ORCID Capabilities: Further information• Dspace ORCID Capabilities: Further information• Fedora ORCID Capabilities: Further information

• Review required use cases• Alternatives to immediate ORCID systems integr

ation07/11/2016

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Resources: FAQs

http://ukorcidsupport.jisc.ac.uk/faq/

MembershipTechnicalGetting SupportSpecific System HelpAdvocacyMaking the business caseGeneral07/11/2016

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Resources: useful links

http://ukorcidsupport.jisc.ac.uk/useful-links/• UK specific resources• Funder announcements• System information• Reports• New member information

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Resources: member spreadsheet

»A google spreadsheet (publically available)»Enables connections between institutions

implementing similar systems»Relies on members updating (by email or

through comments)»Includes website URLs by institutions, for

researchers»Accessed from:

http://ukorcidsupport.jisc.ac.uk/community-resources/07/11/201

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Resources: blog, twitter, mailing list

»http://ukorcidsupport.jisc.ac.uk/blog/»#orciduk»ORCID-UK on jiscmail

› Just join https://www.jiscmail.ac.uk/ORCID-UK› Member to member communication› Event announcements

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Consortium membership: benefits

» Access to full features of premium ORCID membership for a substantially reduced fee

» Dedicated, ORCID trained, technical support staff from the Consortium Lead

» Access to and participation in, a growing national and international community to develop best practice, knowledge and skills in research management

» Use of ORCID in vendor-hosted systems as well as separate internal systems

» Notifications from ORCID when information is updated in an ORCID record connected to the organisation

Source: Australian Access Federation https://aaf.edu.au/orcid/07/11/2016

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How do I become a member of the Jisc consortium?

http://ukorcidsupport.jisc.ac.uk/faq/#membership• Place an order • Sign Licence agreement• Complete the agreement (survey monkey)• Consider next steps for integration

• Sent by email (and on website)

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Next steps for support activities

»Community Forum

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Next steps for support activities

»Community Forum› In the process of being set up› Representative of systems and roles› Help us to design appropriate resources

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Next steps for support activities

»Community Forum»Collect and Connect roll out»Jisc internal services e.g. IRUS-UK

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ORCID and Jisc Services

»IRUS/ORCID explorationhttp://www.irus.mimas.ac.uk

»Monitor Local consumes ORCID datahttps://www.jisc.ac.uk/rd/projects/monitoring-open-access-activity

»Will be looking at feasibility of other Jisc public facing services

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Next steps for support activities

»Community Forum»Collect and Connect roll out»Jisc internal services e.g. IRUS-UK»Working with the eprints community»System specific focus» ……….

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Where to get help

ukorcidsupport@jisc.ac.uk

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ukorcidsupport.jisc.ac.uk

ORCID PROVIDES

Persistent digital identifiers to distinguish researchers from each otherMember-built integrations that connect researchers and their activities/affiliationsA hub for synchronizing machine-readable connections between identifiers for people, organizations, and research activities

✔ Plumbing for research information ✔ Tools to build trust in digital information

REGISTRATION IS SIMPLE

RegisterDirectly via the ORCID website https://orcid.org/register

Or referred by an integration from another site

REGISTRATION IS SIMPLE

Welcome to the ORCID Registry!

• Unique and persistent

identifier

• 16-digit number

• Expressed as HTTP URI

• Compatible with ISO

standard

• Verify your email address

• Here’s your ORCID iD:

THE ORCID RECORDBiographical data Education data

Employment data

Works data

Funding data

THE ORCID RECORD

Biographical data Include multiple names

Add a description

THE ORCID RECORDEducation & employment data

Organization list from Ringgold (an ISNI Registrar)

THE ORCID RECORDFunding data

Funding agency list consistent

with FundRef

Search & linkwizard

THE ORCID RECORDWorks data

Structured citationsin BibTeX

Classifications & metadatafields consistent w/CASRAI

Translated titles &language support

Search & link wizards:• Crossref Metadata Search• Scopus• Europe PubMed Central• ResearcherID• Modern Language

Association• DataCite Metadata Store• Redalyc• Ariti• ANDS Registry

BibTeX import

THE ORCID RECORD

Works dataWhen the same work is added by multiple sources, the different versions are grouped together based on work identifier

Source information is captured for all items added to the record

THE ORCID RECORDPeer review data Only posted via API by clients

approved for peer review

Live: F1000, AGU/eJournalpress, PublonsIn progress: Aries Systems, Hindawi, Politics & Religion Journal, Peerage of ScienceComing soon: Search & Link wizard!

USER PRIVACYInformation in an ORCID Record has a privacy setting, which only the account owner can set – API cannot override.

Account information (settings, permissions) accessible by the account owner.

ANYONEPublic view

PRIVATEAccount owner

TRUSTED PARTYAccount owner, Trusted orgs &

individuals

Accessible by :

37Jisc - UK ORCID webinarPHOTO: Privacy

Source unknown

Can be viewed by anyone

Controlling access: privacy settings

EVERYONE

ONLY ME

TRUSTED PARTIESCan be seen by any trusted parties that you have authorized to connectCan only be seen by you

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THE ORCID API IN A NUTSHELL

• Permissions / scopes: your contract with the user

• The ORCID messages: format of the data exchanged

• OAuth calls (the permission protocol): how you execute the contract

• ORCID-specific calls: to provide & receive information with the registry

API WorkflowA researcher is on your site and asked to link their ORCID iD

Follow along at home: http://search.crossref.org/http://dx.doi.org/10.2218/ijdc.v7i2.230

API WorkflowThey are taken to the ORCID website and can register or sign in at the same time as granting access

API WorkflowThe researcher is then returned to your site with their ORCID iD and the permission they granted

API Technology

RESTful API interactions via HTTP calls

OAuth “3-legged” authorization process

XML/JSON data exchange

API TechnologyAccessing the API:1. Client Credentials Client ID/Client Secret (ORCID provides)2. Software tools capable of making/receiving HTTP calls cURL, custom applications PHP, Python, Ruby, Java, etcOR Systems with built-in ORCID API support (repositories, research information systems, etc)

Vendor Systems Set up

1.Check your system’s documentation for the redirect URIs you need

2.Complete the form at https://orcid.org/content/register-client-application-production-trusted-party

3.Enter your credentials as directed

Vendor Systems Set up

Tell us which system you’re using

Who to send the credentials to

Select No

Vendor Systems Set up

Vendor Systems Set up

Check with the system you use for Redirect URIs

Technical steps to build an integration

1. Get credentials for the ORCID Sandbox sandbox.orcid.org

2. Set up an integration on the sandbox using the documentation at http://members.orcid.org/

3. Work with ORCID staff to test your sandbox integration

4. Launch your integration in the live ORCID Registry

Build it yourself

GET & USE PERMISSIONS

ORCID Record

Yes!Do you have permission to do what you want to do?

Get the permission; store iD and “token”

Read the record or

update the record

No

OAuth

TRANSFORM THE CODE INTO A TOKEN

Use the code to gain access using the ORCID APIhttps://sandbox.api.orcid.org/oauth/tokenHEADER: accept:application/jsonDATA: client_id=APP-XT8FBKJRO3MR8WDR client_secret=e285575c-4794-464b-a807-6f1c06b63grant_type=authorization_codecode=htA3yEredirect_uri=https%3A%2F%2Fmy.URL.org

our API calls always look like URLs (RESTful)

what format?

the auth code confirming that you arethe right one to get thisinformation

STORE THE RESULTThe result of the call"access_token" :"6710dfee-6aab-445b-a266-205dd9085273","token_type" : "bearer","expires_in" : 631138518,"scope" : "/read-limited /activities/update","orcid" : "0000-0002-0491-7882","name" : "Bob Researcher"

store the access token and iD

when permission expires (in seconds)

your permission – executed contract

iD & name for the person who gave permission

what you can do

✔ iD Collected!

ENABLING SYNCHRONIZATIONORCID API features & tips: • Update notifications (webhooks)

• Your system registers iDs you’re watching• ORCID notifies when changes happen

• Internal triggers• Employment status change• Publication acceptance• Publication correction• Funding award

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Resources and help

» UK helpdesk: ukorcidsupport@jisc.ac.uk» UK website: ukorcidsupport.jisc.ac.uk» About the API

› https://members.orcid.org/api› Tutorials: https://

members.orcid.org/api/tutorial-retrieve-orcid-id Bootcamp: is.gd/VALA2016ORCID

› Mailing list: https://groups.google.com/orcid/orcid-api-users» Technical webinars: members.orcid.org/event-list» FAQ/knowledgebase: http://support.orcid.org/knowledgebase07/11/2016

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Jisc UK ORCID Consortium

»Questions?

07/11/2016

jisc.ac.uk

Contact: Monica Duke

JISC UK ORCID technical and community support co-ordinator

monica.duke@jisc.ac.uk

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