jisc uk orcid support: onboarding webinar
TRANSCRIPT
![Page 1: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/1.jpg)
Jisc UK ORCID Support: onboarding webinar
7th November 2o16
![Page 2: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/2.jpg)
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
![Page 3: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/3.jpg)
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
![Page 4: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/4.jpg)
Jisc - UK ORCID webinar 4
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
07/11/2016
![Page 5: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/5.jpg)
Jisc - UK ORCID webinar 5
Some ORCID adoption landmarks in the UK
01/2
013
Joint
sta
tem
ent i
n su
ppor
t of
ORCI
D
05/2
014
JISC-
ARMA
ORC
ID
pilot
05/2
015
Sum
mar
y re
port
and
cost-
bene
fit
analy
sis Sect
or
cons
ultat
ion
06/2
015
Cons
ortiu
m
anno
unce
d
12/2
015
RCUK
joi
ns08
/201
6 De
dicat
ed
webs
ite
launc
hed
09/2
016
75
mem
bers
07/11/2016
![Page 6: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/6.jpg)
UK ORCID consortium membership
02/05/2023
Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide) 6
76
![Page 7: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/7.jpg)
Jisc - UK ORCID webinar 8
The ORCID support team
»Monica Duke»Balviar Notay»Jisc Collections»External consultants
› Nicky Ferguson (Clax)› Owen Stephens (Sero + team)
07/11/2016
![Page 8: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/8.jpg)
Jisc - UK ORCID webinar 9
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.
07/11/2016
![Page 9: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/9.jpg)
Jisc - UK ORCID webinar 10
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
![Page 10: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/10.jpg)
Jisc - UK ORCID webinar 11
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
![Page 11: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/11.jpg)
Jisc - UK ORCID webinar 12
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
![Page 12: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/12.jpg)
Jisc - UK ORCID webinar 13
Resources: FAQs
http://ukorcidsupport.jisc.ac.uk/faq/
MembershipTechnicalGetting SupportSpecific System HelpAdvocacyMaking the business caseGeneral07/11/2016
![Page 13: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/13.jpg)
Jisc - UK ORCID webinar 14
Resources: useful links
http://ukorcidsupport.jisc.ac.uk/useful-links/• UK specific resources• Funder announcements• System information• Reports• New member information
07/11/2016
![Page 14: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/14.jpg)
Jisc - UK ORCID webinar 15
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
6
![Page 15: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/15.jpg)
Jisc - UK ORCID webinar 1607/11/2016
![Page 16: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/16.jpg)
Jisc - UK ORCID webinar 17
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
07/11/2016
![Page 17: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/17.jpg)
Jisc - UK ORCID webinar 18
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
![Page 18: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/18.jpg)
Jisc - UK ORCID webinar 19
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)
07/11/2016
![Page 19: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/19.jpg)
Jisc - UK ORCID webinar 20
Next steps for support activities
»Community Forum
07/11/2016
![Page 20: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/20.jpg)
Jisc - UK ORCID webinar 21
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
07/11/2016
![Page 21: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/21.jpg)
Jisc - UK ORCID webinar 22
Next steps for support activities
»Community Forum»Collect and Connect roll out»Jisc internal services e.g. IRUS-UK
07/11/2016
![Page 22: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/22.jpg)
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
23
![Page 23: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/23.jpg)
Jisc - UK ORCID webinar 24
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» ……….
07/11/2016
![Page 24: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/24.jpg)
Jisc - UK ORCID webinar 25
Where to get help
07/11/2016
ukorcidsupport.jisc.ac.uk
![Page 25: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/25.jpg)
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
![Page 26: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/26.jpg)
REGISTRATION IS SIMPLE
RegisterDirectly via the ORCID website https://orcid.org/register
Or referred by an integration from another site
![Page 27: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/27.jpg)
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:
![Page 28: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/28.jpg)
THE ORCID RECORDBiographical data Education data
Employment data
Works data
Funding data
![Page 29: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/29.jpg)
THE ORCID RECORD
Biographical data Include multiple names
Add a description
![Page 30: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/30.jpg)
THE ORCID RECORDEducation & employment data
Organization list from Ringgold (an ISNI Registrar)
![Page 31: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/31.jpg)
THE ORCID RECORDFunding data
Funding agency list consistent
with FundRef
Search & linkwizard
![Page 32: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/32.jpg)
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
![Page 33: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/33.jpg)
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
![Page 34: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/34.jpg)
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!
![Page 35: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/35.jpg)
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 :
![Page 36: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/36.jpg)
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
07/11/2016
![Page 37: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/37.jpg)
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
![Page 38: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/38.jpg)
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
![Page 39: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/39.jpg)
API WorkflowThey are taken to the ORCID website and can register or sign in at the same time as granting access
![Page 40: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/40.jpg)
API WorkflowThe researcher is then returned to your site with their ORCID iD and the permission they granted
![Page 41: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/41.jpg)
API Technology
RESTful API interactions via HTTP calls
OAuth “3-legged” authorization process
XML/JSON data exchange
![Page 42: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/42.jpg)
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)
![Page 43: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/43.jpg)
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
![Page 44: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/44.jpg)
Vendor Systems Set up
Tell us which system you’re using
Who to send the credentials to
Select No
![Page 45: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/45.jpg)
Vendor Systems Set up
![Page 46: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/46.jpg)
Vendor Systems Set up
Check with the system you use for Redirect URIs
![Page 47: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/47.jpg)
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
![Page 48: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/48.jpg)
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
![Page 49: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/49.jpg)
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
![Page 50: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/50.jpg)
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!
![Page 51: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/51.jpg)
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
![Page 52: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/52.jpg)
Jisc - UK ORCID webinar 53
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
![Page 53: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/53.jpg)
Jisc - UK ORCID webinar 54
Jisc UK ORCID Consortium
»Questions?
07/11/2016
![Page 54: Jisc UK ORCID Support: onboarding webinar](https://reader034.vdocuments.us/reader034/viewer/2022042706/587138f71a28abf0568b64f5/html5/thumbnails/54.jpg)
jisc.ac.uk
Contact: Monica Duke
JISC UK ORCID technical and community support co-ordinator
07/11/2016
Jisc - UK ORCID webinar 55