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=bobresearcher@mailinator.com&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):thefilelocation=@employment.xml

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

Questions?support@orcid.orghttp://support.orcid.org