ORCIDUNIVERSIDADE DE SÃO PAULO - USP
23 DE MARÇO DE 2017
ANA VERA WYNNECommunity Support Specialist – North America
0000-0002-9810-2894
AGENDA
• ORCIDeos problemas queelasoluciona
• Aestrutura doregistro ORCID
• Integrando diferentes systemas
• Campanha decomunicação vstecnologia daintegração
• Idp edocumentação
• Perguntas eRespostas
ORCIDOpenResearcherandContributorID
• 3,180,000+ORCIDiDs inexistence
• 645membersworldwide• Researchinstitutions• Governmentagencies• Researchfunders• Publishers• Vendors
• 340integrationswithORCIDAPI
https://twitter.com/drmarkburnley/status/696827654645948418
WHY ORCID?
WHY ORCID?
CONNECTING INFO BY NAMES IS COMPLICATED
Ofthemorethan6millionauthorsinamajorjournalcitationsandabstractsdatabase,+2/3sharelastnameandsingleinitialwithanotherauthor.Anambiguousnameinthesamedatabaserefersonaverageto8people.
http://ands.org.au/newsletters/share_issue18.pdf
ORGANIZATION/MEMBER BENEFITS1. Reduce/eliminateneedforresearcherdisambiguationwithinandbetweensystems
2. Enableautomaticsystem-to-systemupdatesforresearcherreporting
3. Validateyourresearchers’affiliation,awards,orworks– buildingtrustintheoverall
researchinfrastructure
4. Improvespeedandaccuracyofresearchreporting
5. Maintainconnectionswithresearchersdespitename/affiliationchanges
6. EnsuresyourresearcherscomplywithfundersandpublishersrequiringORCID
7. Learnfromotherorganizations’experiencesandshareyourown
8. BeeligibleforpublicrecognitionofgoodORCIDintegrations
9. GetinvolvedandhelpshapeORCID’sfutureprioritiesandgoals
10. PlayyourpartinmakingtheInternetworkbetterforresearchers
Communitysurvey(2015):orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
RESEARCHER BENEFITS1. Reliablyandeasilyconnectsyouwithyourcontributionsandaffiliations
2. Alleviatesmistakenidentity
3. Savesyoutime– “enteronce,re-useoften”
4. Improvesrecognitionanddiscoverabilityforyouandyourresearchoutputs
5. Yourlifelongdigitalname
6. Youownandcontrolyourrecord,managingwhatinformationisconnectedandhow
itisshared
7. EnablesyoutocomplywithorganizationsthatrequireORCIDiDs
8. ManysystemsyoualreadyuseareconnectedwithORCID
9. Freetoregisteranduse
10. EnablesyoutoplayyourpartinmakingtheInternetbetter!
Communitysurvey(2015):orcid.org/blog/2015/11/23/survey-says-community-perceptions-orcid-part-1
ORCID’S VISION IS A WORLD WHERE ALL WHO
PARTICIPATE IN RESEARCH, SCHOLARSHIP, AND
INNOVATION ARE UNIQUELY IDENTIFIED AND
CONNECTED TO THEIR CONTRIBUTIONS AND
AFFILIATIONS ACROSS TIME, DISCIPLINES, AND
BORDERS.
ORCID PROVIDES
Persistentdigitalidentifierstodistinguishresearchersfromeachother
Member-builtintegrationsthatconnectresearchersandtheiractivities/affiliations
Ahubforsynchronizingmachine-readableconnectionsbetweenidentifiersforpeople,organizations,andresearchactivities
✔ Plumbingforresearchinformation✔ Toolstobuildtrustindigitalinformation
ORCID AS PART OF PLUMBING
Emailcheck
Namecheck
Emaildisplayedifpubliconrecord
REGISTRATION IS SIMPLE
1. RegisteringforaniDSelf-registrationonly
1. orcid.org/register
2.
Lessthan30seconds
Duplicatefilters
THE ORCID RECORD
Biographicaldataè
ç Educationdata
ç Employmentdata
ç Worksdata
ç Fundingdata
THE ORCID RECORD
BiographicaldataIncludemultipleènames
Addadescriptionê
THE ORCID RECORD
Education&employmentdata
OrganizationlistfromèRinggold(anISNIRegistrar)
THE ORCID RECORDFundingdata
Fundingagencyç listconsistent
withFundRef
Search&linkwizardê
THE ORCID RECORDWorksdata
StructuredcitationsinBibTeX
Classifications&metadatafieldsconsistentw/CASRAI
Translatedtitles&languagesupport
Search&linkwizards:• Crossref MetadataSearch• Scopus• EuropePubMedCentral• ResearcherID• ModernLanguageAssociation• DataCite MetadataStore• Redalyc• Ariti• ANDSRegistry
BibTeX import
THE ORCID RECORD
WorksdataWhenthesameworkisaddedbymultiplesources,thedifferentversionsaregroupedtogetherbasedonworkidentifier
Sourceinformationiscapturedforallitemsaddedtotherecord
THE ORCID RECORDPeerreviewdata 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 PRIVACYInformationinanORCIDRecordhasaprivacysetting,whichonlytheaccountownercanset– APIcannotoverride.
Account information (settings, permissions) accessible by the account owner.
Publicview AccountownerAccountowner,Trustedorgs&individuals
Accessibleby:
THE ORCID API
API Features
MemberAPIORCIDmemberorganizations
• Read (Limited): Search/retrievelimited-accessdata
• Add: Postnewitemstoarecord
• Update: Editordelete itemsyoupreviouslyadded
PremiumMemberAPIPremiumORCIDmemberorganizations
• Webhooks:Receivenotificationsofupdates
• Customisedmonthlyreports(includingemailstats)
• Accesstomonthlypublicdatafile
ORCID REGISTRY CONNECTIONSTwomodels:
1. Connectviaavendorsystem• Manuscriptsubmission/publication• Document/datarepositories• Profilesystems• CRISsystems
2. Developacustomconnection
VENDOR CONNECTIONS
Document/datarepositories
• DSpace• ePrints• Hydra/Fedora
CRISSystems
• Converis• Elements• IRMA• Pivot (ProQuest)• PlumX• Pure• Vivo
Findmore:https://members.orcid.org/orcid-enabled-systems
CUSTOM INTEGRATIONS
ViatheORCIDAPI
• Fine-tunedcontrolandpermissions• Customizedbuttons,userflows,&userfeedback
Currentintegrationlist:http://members.orcid.org/current-integrations
THE ORCID API IN A NUTSHELL
• Permissions/scopes: yourcontractwiththeuser
• TheORCIDmessages: formatofthedataexchanged
• OAuthcalls(thepermissionprotocol):howyouexecutethecontract
• ORCID-specificcalls: toprovide&receiveinformationwiththeregistry
ORCID ENABLES
Organizationsusethe
ORCIDAPItoauthenticate,
collect,display,and
connectpersistent
identifiersforpeople,
places,andthingsin
researchworkflows
COLLECT & CONNECT GOALS• Clarifygoalsandexpectationsacrosssectors• Standardizeandimprovetheuserexperience• ImproveunderstandingandtrustinconnectionsmadebetweenORCIDandotheridentifiers• Increaseefficiencyandqualityofintegrations• HelpachievetheORCIDvisionthroughacommunityapproach
NOTE: this image is much larger, so used crop tool to move it around and position in the frame here. May need to do some adjusting to this high res image in terms of contrast etc. if it looks too ”dark”
COLLECT & CONNECT ELEMENTS
COLLECT & CONNECT
COLLECTCOLLECTvalidated ORCIDiDs forindividuals
• ExplainwhatORCIDis
• Explainwhyyou’recollectingiDs
• Consistentuserexperience
• Authenticatedconnections
Ensureindividualsarecorrectlyconnectedwithyourinstitution
ManyvendorsystemsusetheOAuthvalidationprocess
GET & USE PERMISSIONS
ORCIDRecord
Yes!
Doyouhavepermissiontodowhatyouwanttodo?
Getthepermission;storeiDand“token”
Readtherecordorupdatetherecord
No
OAuth
GET PERMISSION
ORCIDregistrydependsonuser-basedpermissions:CanI...• haveyouriD(/authenticate)
• readlimited-accessdataonyourrecord
(/read-limited)
• interactwiththeactivitiesonyourrecord
(/activities/update)
• interactwithyourbiographicalinformation
(/person/update)
INVOLVING THE USERKeybenefits:
• YouknowtheusercontrolstheiD• Userknowswhat’sgoingon/userchoice• Privacy/datacontroltrends• Position/strengthenyoursystemasaservice
How?
• Justa“fancy”URL• PrioriDnotneeded• Hardthings:promotion,findingtouchpoints
GET PERMISSION: TOUCHPOINTS
Lookfornaturalfits:
• Yoursignin– whynotlinkyouriD?• Youraccountsettings/userprofile• Submission(ofanytype)• Formfills:pre-fillfromyourrecord!• Registration:forconferenceormeeting• Reporting:LinkyouriDtogetstarted
linkto“fancy”URL
STEP 1: FANCY URL
https://sandbox.orcid.org/oauth/authorize? \client_id=APP-E422WM33OPZWKKMQ& \response_type=code& \scope=/read-limited%20/activities/update& \redirect_uri=https://my.URL.org& \
family_names=Researcher&given_names=Bob&[email protected]&orcid=0000-0002-0491-7882&state=UNI-ID
Base URL, displays ORCID sign in screen
Who’s asking?
What permissions?
Where the user goes next
Personalize theexperience
The OAuth call: part I
Extra info to identify user to your system
WHAT THE USER SEES
Alreadysigned in
Sign in form (already
registered)
Registrationform
STEP 2: AUTH CODE & USER FEEDBACK
ORCIDsendstheusertoyourredirect,withacode(andanystateparameter)appendedtoend
https://my.URL.org?htA3yE&state=UNI-ID
• Savethecode– youneeditforthenextstep• Displaysomethingusefultotheuser
auth code
deny message
authorize message
STEP 3A: TRANSFORM THE CODE INTO A TOKEN
UsethecodetogainaccessusingtheORCIDAPIhttps://sandbox.api.orcid.org/oauth/tokenHEADER:accept:application/jsonDATA:client_id=APP-XT8FBKJRO3MR8WDRclient_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 codeconfirming that you arethe right one to get thisinformation
STEP 3B: STORE THE RESULTTheresultofthecall
"access_token":"6710dfee-6aab-445b-a266-205dd9085273","token_type" : "bearer","expires_in" : 631138518,"scope" : "/read-limited/activities/update","orcid" : "0000-0002-0491-7882","name" : "BobResearcher"
storetheaccesstokenandiD
when permission expires (in seconds)
your permission(executed contract)
iD & name for the person who gave permission
what you can do
✔ iD Collected!
DISPLAYDISPLAYiDsonyourwebsite,platform,systems• iDsshownasalink• iDs inmetadata• UsetheORCIDMemberlogo• ExplainwhyiDsarecollected
SignaltoyourresearchersandthewidercommunitythatyoursystemsareplumbedtosupportORCIDiDs
https://orcid.org/trademark-and-id-display-guidelines
DISPLAY: IDS IN ARTICLESiDsinprint(pdf)
Royal Society, Biology Letters
iDs inhtml
Nature, Genetics
DISPLAY: IDS IN PROFILES
ResearcherID
HKUST
DISPLAY: IDS IN METADATAORCID iD in DOI metadata:
<person_name><given_name>Karl</given_name><surname>Ward</surname><ORCID authenticated=“true”>
http://orcid.org/0000-0002-4121-9960</ORCID>
</person_name>
• iD available in search
CONNECTCONNECTyourdatatoORCIDrecords• Requestpermissiontowritetorecords• Storelong-livedtokens• Adddatathatyouuniquelycanassert• Explaintheconnection
Enableresearcherstoprovidevalidateddatatoothersystemstheyuse
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
CONNECT VIA API TO SEND DATA
Verb:POSTBASEURL:https://sandbox.api.orcid.org/v2.0_rc3/0000-0002-0491-7882/affiliationsHEADERS:Content-type:application/jsonAuthorization:Bearer6710dfee-6aab-445b-a266-205dd9085273DATA(ifaddingorupdating):[email protected]
relevant area: /orcid-bio/funding
/orcid-works/peer-reviewdata format
access token from before
type of action (also: GET; PUT; DELETE)
1.Yourclientsendsdata 2.Researcher’srecordupdated
researcher’s iD
your client’s name
Savedtime,betterreporting,improvedinformationflow
https://members.orcid.org/api/tutorial-webhookshttps://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
SYNCHRONIZEwithyoursystems• Updateinformationwhenitchanges• Auto-addnewinformation• Search&linkwizards• Syncdatafromothers
SYNCHRONIZE
ENABLING SYNCHRONIZATION
ORCIDAPIfeatures&tips:
• Updatenotifications (webhooks)• YoursystemregistersiDsyou’rewatching• ORCIDnotifieswhenchangeshappen
• Internaltriggers• Employmentstatuschange• Publicationacceptance• Publicationcorrection• Fundingaward
INTEGRATION EXAMPLE
API DEMO: CREATE ON DEMAND
http://orcid-createondemand.herokuapp.com
SPREADING THE ORCID WORD
members.orcid.org
COLLECT & CONNECT
IDEAS FOR SPREADING THE WORD
• Identify/workwithchampions
• Pilotwithsmallgroupsfirst
• TopdownANDbottomupapproach
• Regularupdatesandreminders
• Keepmessagingrelevant
• Usestraightforwardlanguage
• Createcollateral(oruseours)
AskORCID/consortiaforhelp!
NOTE: this image is much larger, so used crop tool to move it around and position in the frame here. May need to do some adjusting to this high res image in terms of contrast etc. if it looks too ”dark”
RESOURCE: ORCID VIDEO
vimeo.com/97150912
RESOURCE: MEMBER SUPPORT CENTER
vimeo.com/97150912
RESOURCE: LOGOS, GRAPHICS, DISPLAY GUIDELINES
STAY UPDATED
@ORCID_Org
ORCID
ORCIDInitiative
orcid.org/blog
COMMS EXAMPLE – KAUST
COMMS EXAMPLE – FLINDERS
COMMS EXAMPLE – UON
COMMS EXAMPLE
MorecommunicationexamplesfrommembersoftheAustralianORCIDconsortiumcanbefoundonthe
AAF-ORCIDresourcespage
RESOURCESBootcamp: ORCID API (Searches, OAuth, Create on Demand)http://is.gd/VALA2016ORCID
Collect & connect @ Member Support Centrehttps://members.orcid.org
Workflows & integration pointshttps://members.orcid.org/create-records
ORCID-enabled systemshttps://members.orcid.org/orcid-enabled-systems
API technical documentationhttps://members.orcid.org/api
ORCID API users listservhttps://groups.google.com/group/orcid-api-users
ORCID API source (github)https://github.com/ORCID/ORCID-Source
[email protected]://support.orcid.org
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