jisc uk orcid support: onboarding webinar
TRANSCRIPT
Jisc UK ORCID Support: onboarding webinar
7th November 2o16
Jisc - UK ORCID webinar 2
Jisc UK ORCID Consortium
»Monica Duke (Jisc UK ORCID support)
»Paula Demain (ORCID)With thanks to ORCID for support materials07/11/2016
Jisc - UK ORCID webinar 3
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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mem
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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
07/11/2016
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
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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: [email protected]» 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
07/11/2016
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