ORCID Integration: Contributing Data
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ORCID Integration: Contributing Data

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The production database will soon be live, and you will be able to load live data. Learn the four ways that organizations can add data into the Registry, either directly or indirectly. (ORCID Training ...

The production database will soon be live, and you will be able to load live data. Learn the four ways that organizations can add data into the Registry, either directly or indirectly. (ORCID Training Presentation - Sep 13, 2012)

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ORCID Integration: Contributing Data ORCID Integration: Contributing Data Presentation Transcript

  • iD ORCID Integration:Contributing DataORCID Launch Partner WebinarSeptember 13, 2012 ORCID.org
  • iD Today’s Agenda•  About the ORCID Webinar Series•  Background•  Contributing Data •  Scholar creates ID from your site •  Create IDs for employees •  Add works to a scholar’s Record •  Add your system ID to a scholar’s Record•  Additional Resources•  Next steps ORCID.org
  • iD The ORCID Webinar Series•  ORCID Resources (Aug 16, 2012) Learn about the four components of the ORCID Registry: the Players, Account & Record, Privacy and Accessing Records. Discover what will be included in the October launch and helpful resources. •  View the recording: http://goo.gl/nLpVE •  See the slides: http://goo.gl/nuc1W•  Member Site Integration (Aug 30, 2012) Discover some common uses of the API, and learn how to incorporate them into your own sites and services. •  View the recording: http://goo.gl/wyaYT •  See the slides: http://goo.gl/9skao•  Contributing Data (Sep 13, 2012) The production database will soon be live and you will be able to load live data. Learn about common challenges and how to overcome them. ORCID.org
  • iD ORCID Integration: Contributing DataBACKGROUND ORCID.org
  • Understanding the ORCID iD Registry Accessing ORCID Records ORCID Privacy The ORCID “Cast” The ORCID Account & Record The ORCID ID http://orcid.org/0000-0002-3843-3472 •  16-digit number •  Compatible with ISO 277729 standard •  Last character is a checksum (ISO/IEC 7064:2006, MOD 11,2) •  Expressed as an HTTP URI ORCID.org
  • iD Accessing ORCID Records Scholar/Researcher Trusted Organizations From the Website From the APICREATE EDIT ADD TO READ CREATE permission: CREATE granted by ORCID only if employer ORCID EDIT permission: Record EDIT one time ONLY for short term; granted at time of edit APPEND permission: Proxy(ies) ADD TO one time ONLY for short term; From the Website granted at time of addition EDIT ADD TO READ READ READ permission: granted until revoked by user ORCID ORCID Record Record Permissions at launch– to be extended overORCID.org time
  • iD ORCID Integration: Contributing DataCONTRIBUTING DATA ORCID.org
  • iD The Near-term Goal•  Establish the use of ORCID IDs among scholars•  Integrate ORCID IDs in workflows throughout the research community•  Incorporate research activity data into Records to aid in future disambiguation effortsTo do this we need:1.  Scholars seeing the benefit of creating ORCID IDs2.  Scholars creating or claiming ORCID IDs3.  Linkage with other systems to synch and update research activity data ORCID.org
  • Scholar Creates an ID from Your Site iD An Example From Nature.com – need a credit Special thank you to nature.com for permission to use screen shots from their system ORCID.org
  • 3Scholar Creates an ID from Your Site iD An Example From Nature.com – need a credit Special thank you to nature.com for permission to use screen shots from their system ORCID.org
  • Scholar Creates an ID from Your Site iD An Example Special thank you to nature.com for permission to use screen shots from their system ORCID.org
  • Scholar Creates an ID from Your Site iD An Example ORCID ID and Nameobtained from the ORCID Site From Nature.com – need a credit Special thank you to nature.com for permission to use screen shots from their system ORCID.org
  • iD Scholar Creates an ID from Your Site You can encourage users to get ORCID IDs through your own site1 2 3Member site Member site sends the user to ORCID site returnsencourages the ORCID site to authenticate to user to the memberscholar to attach / the system or create an site; Member site maycreate an ORCID account (read permission is use data to fill formsID usually also granted) ORCID.org
  • Scholar Creates an ID from Your Site iD How to do it 1.  Encourage User Ø Given your audience, what is the most compelling reason for a scholar to have an ORCID ID on your system? 2.  Launch the process – send the user to ORCID Ø Launch a new window with the Authorize URI Ø URI starts the login/sign up process on the ORCID site 1.  asks the user to grant the requested permissions 2.  Return user to the redirect_uri with an authorization code 3.  Read the ORCID ID/Record and more Ø Get an access token from the authorization code with the Token URI Ø Use the token to get information from the ORCID Record and more Ø  Fill a form Ø  Store data for later use Ø  etc ORCID.org
  • iD Create IDs for Employees Organizations can centralize ID/Record creation1 2 3Get permission Gather information and create ORCID notifiesfrom Scholars via the ORCID ID/Record via the scholars who canyour own processes API claim and manageand policies their ID/Record ORCID.org
  • iD Create IDs for EmployeesHow to do it 1.  Get permission from scholars to create records Ø Using your own internal processes outside of the ORCID system 2.  Format and send the scholar information Ø Format data as an ORCID API Message Ø Send API Message to the ORCID Server using the /orcid-profile/ create scope for each scholar. 3.  ORCID Site asks the scholar to claim the ID/Record Ø The system notifies the scholars Ø Scholars claim the record and start to manage it on their own. ORCID.org
  • iD Add a Scholar’s Works Help disambiguate authors by adding works and other research activities from your records to a scholar’s ORCID Record1 2 3Enable scholars on Prepare the ORCID API Send the API Messageyour website to Message and ask the scholar up append works tosend meta data for permission to send it the scholar’s Recordabout works orother researchactivities to ORCID ORCID.org
  • iD Add a Scholar’s WorksHow to do it 1.  On your site enable scholars to add to their ORCID Record Ø You choose what to enable 2.  Format information and ask permission to send to ORCID Ø Format one or more works in the ORCID API message format Ø Launch a new window with the Authorize URI Ø User grants permission to create works in their ORCID Record 3.  Create the ORCID Record element Ø Get an access token from the authorization code with the Token URI Ø Use the code to post works to the ORCID Record Ø The system confirms the data creation with the scholar via email ORCID.org
  • iD Add Your ID to a Scholar’s ORCID Record Help others to find the scholar on your sites by adding your ID to the scholar’s ORCID Record.1 2 3Enable scholars on Prepare the ORCID API Send the API Messageyour website to link Message and ask the scholar up append theyour site’s scholar for permission to send it External-ID to thepage on their scholar’s RecordORCID Record ORCID.org
  • Add Your ID to a Scholar’s ORCID Record iD How to do it 1.  On your site enable scholars to add to their ORCID Record Ø You choose what to enable 2.  Format information and ask permission to send to ORCID Ø Format external-id element in the ORCIC API Message format Ø Launch a new window with the Authorize URI; User grants permission to create external IDs in their ORCID Record 3.  Create the ORCID Record element Ø Get an access token from authorization code with the Token URI Ø Use the code to post external-ids to the ORCID Record Ø The system confirms the data creation with the scholar via email ORCID.org
  • iD ORCID Member Site IntegrationADDITIONAL RESOURCES ORCID.org
  • iD ORCID OAuth URIs•  AUTHORIZE: To get Authorization Code http://devsandbox.orcid.org/oauth/authorize? redirect_uri=[URL to return user when done] &response_type=code &client_id=[Client ID from your client app registration] &scope=[The permissions you would like to request] &access_type=offline•  TOKEN: To get Access Token http://api.devsandbox.orcid.org/oauth/token? code=[returned authorization code] &redirect_uri=[URL to return to when done] &client_id=[Client ID from your client app registration] &client_secret=[Client secret from client app reg] &grant_type=authorization_code ORCID.org
  • iD ORCID OAuth URIs•  TOKEN: To get Access Token ** for creating new IDs http://api.devsandbox.orcid.org/oauth/token? client_id=[Client ID from your client app registration] &client_secret=[Client secret from client app reg] &scope=/orcid-profile/create &grant_type=client_credentials ORCID.org
  • iD The API MessageØ  http://orcid.github.com/ORCID-Parent/schemas/orcid-message/1.0.3/•  Describe the XML message and its sections •  Biography – includes: ORCID Record •  Lists of External Identifiers Biography •  Lists of Affiliations Activities •  Research Activities •  Works •  Works •  Grants •  Technologies •  Grants •  Technologies (including patents)•  Message Data Return Formats ORCID.org
  • iD Key Resources•  Developer Technical Documentation http://dev.orcid.org/resources •  Structure of the ORCID ID http://dev.orcid.org/structure-orcid-identifier •  Read / Query API http://dev.orcid.org/docs/query-api •  Update / Append API http://dev.orcid.org/docs/deposit-update-api •  The ORCID API Message http://orcid.github.com/ORCID-Parent/schemas/orcid-message/1.0.3/ •  UML Flow Diagram http://goo.gl/I9wIB•  Technical Support (Available after launch) ORCID.org
  • iD To Be Released in OctoberFor Individuals•  Public Registry – Anyone can create an ORCID ID and search the Registry•  ORCID Record •  Link ID to other identifier schemes, synch data •  Enhance ID with information on research activities, including biography, works, grants and technology/productsFor Member Organizations•  Updated APIs / XML•  Create IDs for employees and students (institutions only)•  Trusted relationship management to share information ORCID.org
  • iD Resource: News/Documentation•  Developers Portal (dev.orcid.org) •  Latest about the Launch (dev.orcid.org/launch) •  Documentation, code samples (dev.orcid.org/resources) •  Blog with the latest updates (dev.orcid.org/blog) •  Links to support (available in Oct) ORCID.org
  • iD Resource: Sandbox-Try the API•  Sandbox Site (devsandbox.orcid.org) •  Fully functioning API •  Tokens available at dev.orcid.org/create-client-app •  Limited web interface •  In synch with the production server and Registry •  Non-persistent. Data is refreshed periodically ORCID.org
  • iD Next Stepsq Get a token to use the Sandbox (dev.orcid.org/create-client-app)q Review documentation (dev.orcid.org/resources)q Try the things described in this presentationq Review previous webinars (/goo.gl/dGrRe) •  Include links to eachq Subscribe to the blog for the latest updates (RSS: dev.orcid.org/blog/51/feed) ORCID.org
  • iD Laura PaglioneTechnical DirectorORCIDl.paglione@orcid.orgTHANK YOU! ORCID.org