1.
Jisc UK ORCID Support: onboarding
webinar
7th November
2o16

2.
Jisc UK ORCID Consortium
»Monica Duke (Jisc UK ORCID
support)
»Paula Demain (ORCID)
With thanks to ORCID for support
materials
07/11/2016 Jisc - UKORCID webinar 2

3.
Overview
• Jisc Support and Resources
• membership
• Getting started with an integration
• Collect and Connect (ORCID)
• Questions and Answers
07/11/2016 Jisc - UKORCID webinar 3

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 Jisc - UKORCID webinar 4

5.
Some ORCID adoption landmarks in the UK
07/11/2016 Jisc - UKORCID webinar 5

6.
UK ORCID consortium membership
23/11/2016 Title of presentation (Go to ‘View’ menu > ‘Header and Footer…’ to edit the footers on this slide) 6
76

7.
The ORCID support team
»Monica Duke
»Balviar Notay
»Jisc Collections
»External consultants
› Nicky Ferguson (Clax)
› Owen Stephens (Sero + team)
07/11/2016 Jisc - UKORCID webinar 8

8.
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 Jisc - UKORCID webinar 9

9.
Events to date
http://ukorcidsupport.jisc.ac.uk/events/
07/11/2016 Jisc - UKORCID webinar 10

10.
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
Jisc - UKORCID webinar 11

11.
Resources: guides
• Assess the benefits of using ORCIDs
• Understand the range of institutional system types 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 integration
07/11/2016 Jisc - UKORCID webinar 12

12.
Resources: FAQs
http://ukorcidsupport.jisc.ac.uk/faq/
Membership
Technical
Getting Support
Specific System Help
Advocacy
Making the business case
General
07/11/2016 Jisc - UKORCID webinar 13

13.
Resources: useful links
http://ukorcidsupport.jisc.ac.uk/useful-links/
• UK specific resources
• Funder announcements
• System information
• Reports
• New member information
07/11/2016 Jisc - UKORCID webinar 14

14.
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/
07/11/2016 Jisc - UKORCID webinar 15

15.
07/11/2016 Jisc - UKORCID webinar 16

16.
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 Jisc - UKORCID webinar 17

17.
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 Jisc - UKORCID webinar 18

18.
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 Jisc - UKORCID webinar 19

19.
Next steps for support activities
»Community Forum
07/11/2016 Jisc - UKORCID webinar 20

20.
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 Jisc - UKORCID webinar 21

21.
Next steps for support activities
»Community Forum
»Collect and Connect roll out
»Jisc internal services e.g. IRUS-UK
07/11/2016 Jisc - UKORCID webinar 22

22.
ORCID and Jisc Services
»IRUS/ORCID exploration
http://www.irus.mimas.ac.uk
»Monitor Local consumes ORCID
data
https://www.jisc.ac.uk/rd/projects/
monitoring-open-access-activity
»Will be looking at feasibility of
other Jisc public facing services
23

23.
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 Jisc - UKORCID webinar 24

24.
Where to get help
ukorcidsupport@jisc.ac.uk
07/11/2016 Jisc - UKORCID webinar 25
ukorcidsupport.jisc.ac.uk

25.
ORCID PROVIDES
Persistent digital identifiers to distinguish researchers
from each other
Member-built integrations that connect researchers
and their activities/affiliations
A 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

26.
REGISTRATION IS
SIMPLE
Register
Directly via the ORCID website
https://orcid.org/register
Or referred by an integration
from another site

27.
REGISTRATION IS SIMPLE
Welcome to the ORCID Registry!
• Verify your email address
• Here’s your ORCID iD:

28.
THE ORCID RECORD
Biographical
data 
 Education data
 Employment data
 Works data
 Funding data

29.
THE ORCID RECORD
Biographical data Include
multiple 
names
Add a
description 

30.
THE ORCID RECORD
Education & employment data
Organization
list from 
Ringgold
(an ISNI Registrar)

31.
THE ORCID RECORD
Funding data
Funding agency
 list consistent
with FundRef
Search & link
wizard 

32.
THE ORCID RECORD
Works data
Structured citations
in BibTeX
Classifications & metadata
fields 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

33.
THE ORCID RECORD
Works data
When 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

34.
THE ORCID RECORD
Peer review data
Only posted via API by clients
approved for peer review
Live: F1000, AGU/eJournalpress, Publons
In progress: Aries Systems, Hindawi, Politics &
Religion Journal, Peerage of Science
Coming soon: Search & Link wizard!

35.
USER PRIVACY
Information 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.
Public view Account ownerAccount owner, Trusted orgs &
individuals
Accessible by :

36.
Jisc - UK ORCID webinarPHOTO: Privacy
Source unknown
Can be viewed by anyone
Controlling access: privacy settings
Can be seen by any trusted
parties that you have authorized
to connect
Can only be seen by you
07/11/2016 37

37.
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

38.
API Workflow
A 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

39.
API Workflow
They are taken to the ORCID website and can
register or sign in at the same time as granting
access

40.
API Workflow
The researcher is then returned to your site with
their ORCID iD and the permission they granted

41.
API Technology
RESTful API interactions via HTTP calls
OAuth “3-legged” authorization process
XML/JSON data exchange

42.
API Technology
Accessing 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, etc
OR
Systems with built-in ORCID API support
(repositories, research information systems, etc)

43.
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

44.
Vendor Systems Set up
Tell us which system you’re using
Who to send the credentials to
Select No

45.
Vendor Systems Set up

46.
Vendor Systems Set up
Check with the system you use for Redirect URIs

47.
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

48.
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

49.
TRANSFORM THE CODE INTO A TOKEN
Use the code to gain access using the ORCID API
https://sandbox.api.orcid.org/oauth/token
HEADER: accept:application/json
DATA:
client_id=APP-XT8FBKJRO3MR8WDR
client_secret=e285575c-4794-464b-a807-6f1c06b63
grant_type=authorization_code
code=htA3yE
redirect_uri=https%3A%2F%2Fmy.URL.org
our API calls always look
like URLs (RESTful)
what format?
the auth code
confirming that you are
the right one to get this
information

50.
STORE THE RESULT
The 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!

51.
ENABLING SYNCHRONIZATION
ORCID 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

52.
Resources and help
» UK helpdesk: ukorcidsupport@jisc.ac.uk
» UK website: ukorcidsupport.jisc.ac.uk
» About theAPI
› 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/knowledgebase
07/11/2016 Jisc - UKORCID webinar 53

53.
Jisc UK ORCID Consortium
»Questions?
07/11/2016 Jisc - UKORCID webinar 54

54.
jisc.ac.uk
Contact: Monica Duke
JISC UK ORCID technical and
community support co-ordinator
monica.duke@jisc.ac.uk
07/11/2016 Jisc - UKORCID webinar 55