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INTRODUCTIONS
Melroy	Almeida
Technical	Support	Analyst	
Elleina Filippi
Service	Delivery	Manager
Dalia	Abraham
Technical	S...
support@aaf.edu.au
WHOTHIS SESSION WILL BENEFIT
• Decision makers / Project managers on ORCID integration
• Anyone else who is involved in an...
OBJECTIVES
§ Know the different ORCIDAPI’s available
§ Understand the difference between Public API and Member API
§ The b...
WHAT IS ORCID
Open Researcher and Contributor ID
Data source that describes connection between a researcher
and their work...
• Identity provider, assurance of
identity
• Repository of works
• Software services provider
• Provider of unique identif...
WHY ORCID ?
Unique, persistent and open identifier
For
Researchers Time saving / easy to use
Researchers are in control
En...
WHY ORCID ?
88% of respondents fromANZ agree/strongly agree that
integrating ORCID at their organization would support bet...
BENEFITS TO ORGANISATIONS
• Alleviates mistaken identity
• Enables machine to machine update for researcher reporting
• Re...
MEMBER BASICS
ORCID is a hub for machine-readable connections between identifiers
for organizations,funding,outputs and pe...
ORCID API
API
Lets one software program talk to
another software program and
exchanges data behind the scene
Application Programming...
ORCID API IN A NUTSHELL
Permissions / scopes : Your contract with the user
ORCID messages : Format of the data exchanged
O...
ORCID HAS 3 API’S
• Authenticate
• READ (Public)
• Register
• Single API credential
Public API Basic Member API Premium Me...
HOW DO I GET
STARTED ?
BEFORE PLANNING INTEGRATION CONSIDER…
• What benefits will an ORCID integration provide to your organization
• What are yo...
2 Models
Vendor System Custom Connection
VENDOR SYSTEMS
• Repository System
E.g.- Dspace,ePrints, Hydra/Fedora
• Publishing and Manuscript submission systems.
E.g....
CUSTOM CONNECTION
• User-flows
• Customised buttons and user feedback
• Fine-tuned control
More information:ORCID current ...
WHICH MODEL SHOULD I USE ?
• Where does ORCID fit into your existing systems ?
• Think about your workflow and see what ot...
STEPSTO INTEGRATION
PLAN:
• How will you use the collected ORCID iD’s ?
• How your integration will work ?
• What does you...
STEPSTO INTEGRATION
• Read the XML Schema used by ORCID
• Register for Sandbox credentials
• Read the ORCIDAPI calls and t...
STEPSTO INTEGRATION
• Authorize confirmation page
• ORCID guidelines
• Sign-in button
• Deny / reconsider page
COMMUNICATE:
BEFORE INTEGRATION, DOTHE HARDWORK …..
• Top down , bottom up approach
• Start small – identify pilot groups to roll out i...
WHAT CANTHE
CONSORTIUM LEAD
(CL) DO ?
• Document member integration use-cases and disseminate to consortium members
WHAT CANTHE CL DO FORYOU ?
• Provide assista...
• Ask us on questions you do not know the answer to - email support@aaf.edu.au
NEED HELP FINDINGANSWERS ?
• Start at http:...
RESOURCES
• API Documentation – http://members.orcid.org/api
• List of supported vendor systems – http://members.orcid.org...
QUESTIONS ?
AAF-ORCID Webinar - Understanding ORCID Integration
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AAF-ORCID Webinar - Understanding ORCID Integration

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Focuses on understanding the steps involved in an ORCID integration, the different API's available and questions organisations need to ask before implementing an ORCID integration.

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AAF-ORCID Webinar - Understanding ORCID Integration

  1. 1. INTRODUCTIONS Melroy Almeida Technical Support Analyst Elleina Filippi Service Delivery Manager Dalia Abraham Technical Support Analyst Terry Smith Technical Manager AAF Support Team:
  2. 2. support@aaf.edu.au
  3. 3. WHOTHIS SESSION WILL BENEFIT • Decision makers / Project managers on ORCID integration • Anyone else who is involved in an ORCID integration • Software developers involved in an ORCID integration • Business Analysts involved on an ORCID integration
  4. 4. OBJECTIVES § Know the different ORCIDAPI’s available § Understand the difference between Public API and Member API § The benefits of a memberAPI § Understand ORCID integration withVendor Systems § Understand custom ORCID integration § Understand what the Australian ORCID consortium lead can do for you ?
  5. 5. WHAT IS ORCID Open Researcher and Contributor ID Data source that describes connection between a researcher and their works. Unique to a researcher Persistent identifier
  6. 6. • Identity provider, assurance of identity • Repository of works • Software services provider • Provider of unique identifiers • Data source describing connection between researcher and her/his works • Open API provider IS IS NOT
  7. 7. WHY ORCID ? Unique, persistent and open identifier For Researchers Time saving / easy to use Researchers are in control Enables discoverability and recognition They are being required by publishers and funders.
  8. 8. WHY ORCID ? 88% of respondents fromANZ agree/strongly agree that integrating ORCID at their organization would support better data quality For Organisations I want the internet to work better and persistent identifiers are the way to go (66% respondents from ANZ )
  9. 9. BENEFITS TO ORGANISATIONS • Alleviates mistaken identity • Enables machine to machine update for researcher reporting • Reduces need for researcher disambiguation process • Strengthens connection/stickiness of researchers to system • Maintains researcher’s connection even if name or affiliation changes.
  10. 10. MEMBER BASICS ORCID is a hub for machine-readable connections between identifiers for organizations,funding,outputs and people Researchers interact with ORCID via the ORCID website . Members have systems that interact with the ORCID via the API.
  11. 11. ORCID API
  12. 12. API Lets one software program talk to another software program and exchanges data behind the scene Application Programming Interface Example: What is an API (video link)
  13. 13. ORCID API IN A NUTSHELL Permissions / scopes : Your contract with the user ORCID messages : Format of the data exchanged Oauth calls : (permission protocol) How you“execute the contract” ORCID-specific calls : Providing and receiving information from the registry.
  14. 14. ORCID HAS 3 API’S • Authenticate • READ (Public) • Register • Single API credential Public API Basic Member API Premium Member API • All features of Public API • READ (Limited) • ADD • UPDATE More information:ORCID membership comparision • All features of MemberAPI • 5 API credentials • Webhooks • Monthly reports
  15. 15. HOW DO I GET STARTED ?
  16. 16. BEFORE PLANNING INTEGRATION CONSIDER… • What benefits will an ORCID integration provide to your organization • What are your organizations priorities for integrating with ORCID • Who are potential stakeholders at your organization that have a vested interest in ORCID
  17. 17. 2 Models Vendor System Custom Connection
  18. 18. VENDOR SYSTEMS • Repository System E.g.- Dspace,ePrints, Hydra/Fedora • Publishing and Manuscript submission systems. E.g.- eJournalPress,Open Journal System,ScholarOne Some vendor systems for research information have built-in ORCID Integration More information:ORCID enabled systems • Current Research Information Systems (CRIS) E.g.- Elements,Converis,IRMA, Pure,Vivo etc
  19. 19. CUSTOM CONNECTION • User-flows • Customised buttons and user feedback • Fine-tuned control More information:ORCID current integration list Done through the ORCID member API
  20. 20. WHICH MODEL SHOULD I USE ? • Where does ORCID fit into your existing systems ? • Think about your workflow and see what others are doing. e.g:AAF ORCID- Greenhouse • What information will be exchanged ? • Are you using a vendor system that supports ORCID ? • What do you communicate about ORCID to your researchers ?
  21. 21. STEPSTO INTEGRATION PLAN: • How will you use the collected ORCID iD’s ? • How your integration will work ? • What does your institution want to do with ORCID iD’s ? • At what point will you target your users ? Relates to the permission / scopes you request
  22. 22. STEPSTO INTEGRATION • Read the XML Schema used by ORCID • Register for Sandbox credentials • Read the ORCIDAPI calls and tutorials • Build / develop / test your application in ORCID Sandbox environment • Demonstrate working of application to ORCID Support and Consortium Lead BUILD:build and test your integration
  23. 23. STEPSTO INTEGRATION • Authorize confirmation page • ORCID guidelines • Sign-in button • Deny / reconsider page COMMUNICATE:
  24. 24. BEFORE INTEGRATION, DOTHE HARDWORK ….. • Top down , bottom up approach • Start small – identify pilot groups to roll out integration to • Identify existing ORCID users at your institutions to be champions. • Regular updates and reminders • Keep messages relevant EVANGELISM COMMUNICATIONS Rollout -TIMING
  25. 25. WHAT CANTHE CONSORTIUM LEAD (CL) DO ?
  26. 26. • Document member integration use-cases and disseminate to consortium members WHAT CANTHE CL DO FORYOU ? • Provide assistance with planning your integration • ProvideTier 1 support • Act as a conduit between consortium members and ORCID
  27. 27. • Ask us on questions you do not know the answer to - email support@aaf.edu.au NEED HELP FINDINGANSWERS ? • Start at http://members.orcid.org/api • For face to face discussions,send an email to support@aaf.edu.au and we can schedule a meeting. • Check the ORCID resources on AAF website https://aaf.edu.au/orcid/resources.html
  28. 28. RESOURCES • API Documentation – http://members.orcid.org/api • List of supported vendor systems – http://members.orcid.org/orcid-enabled-systems • ORCID iDeas Forum - http://support.orcid.org/forums/175591 • ORCIDApiTutorials - https://members.orcid.org/api/tutorials • The ORCID message format (XSD) - https://github.com/ORCID/ORCID- Source/blob/master/orcid-model/src/main/resources/README.md • ORCID Error Codes – http://members.orcid.org/api/api-error-codes • AAF – ORCID Greenhouse - https://aaf.edu.au/orcid/greenhouse.html
  29. 29. QUESTIONS ?

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