Hot Topics: The DuraSpace Community Webinar Series
Series 11: Integrating ORCID Persistent Identifiers with DSpace, Fedora and VIVO
Webinar 1: “New Possibilities: Developments with DSpace and ORCID”
Tuesday, March 24, 2015
Curated by Josh Brown, ORCID
Presented by: Bram Luyten, Co-Founder, @mire - Andrea Bollini, CRIS Solution Product Manager, CINECA - Michele Mennielli, International Relations Manager, CINECA - João Moreira, Head of Scientific Information, FCT-FCCN - Paulo Graça, RCAAP Team Member
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3.24.15 Slides, “New Possibilities: Developments with DSpace and ORCID”
1. March 24, 2015 Hot Topics: DuraSpace Community Webinar Series
Hot Topics: The DuraSpace
Community Webinar Series
Series Eleven:
“Integrating ORCID
Persistent Identifiers with
DSpace, Fedora and VIVO”
Curated by Josh Brown,
Regional Director Europe, ORCID
2. March 24, 2015 Hot Topics: DuraSpace Community Webinar Series
Webinar 1:
New Possibilities:
Developments with DSpace & ORCID
Presented by:
João Moreira, Head of Scientific Information, FCT-FCCN
Paulo Graça, RCAAP Team Member
Bram Luyten, Co-Founder, @mire
Andrea Bollini, CRIS Solution Product Manager, CINECA
Michele Mennielli, International Relations Manager,
CINECA
5. Mission
Ensure the creation and sustained development of
national integrated information ecosystem (PTCRIS) to
support research management
6. Goals
1. Define the regulatory framework to adopt by the
various systems
2. Coordinate FCT’s systems integration in accordance
with the standards framework
3. Coordinate external systems integration with FCT
(National and International) according to the
standards framework
4. Support and promote within community the use of
the systems of the PT-CRIS.
9. Roadmap #1 Interoperability
An output should be registered only once and reused often!
Research
Institutions
Publishers
Repositori
es
Prof.
organizations
Universiti
es
Funders
19. Requirements (our view)
Author related
R1.1 Author’s profile page
R1.2 ORCID aware every time the author is displayed
R1.3 ORCID authority control
R1.4 Search by ORCID identifier
Interoperability
R2.1 Supporting additional metadata formats
Added value DSpace‐ORCID services
R3.1 Add‐to ORCID
R3.2 Import/sync from ORCID
20. Supporting Author Identification Systems
• Supporting author identification systems: Author
identification systems intend to identify academic
authors in a unique way. Different systems are
available (ORCID, ResearcherID, AuthorClaim etc.)
and can be used in the repository context.
“IMHO, a very important extension of current repositories, but relying on external
authority data maintained by external systems / staff; needs a lookup service for
persons, which can be applied during indexing and searching of data”… “Clearly
supports open systems like ORCID instead of proprietary ones”
25. R 2.1: Supporting additional metadata formats
• DC has strong limitations
• Potential formats to be considered (and depending
on the purpose) are MODS, METS, MARC, CERIF
and others.
“Adding more standards when they bring richness and detail is a key step
to move forward in the current situation. The complexity of course
depends on number and complexity of the new adoptions. DC is no
longer useful for advancing in the field.”
30. Requirements analysis
Requirement DSpace flavour
Author related JSPUI XMLUI DSpace‐CRIS
R1.1 Author’s profile page N N Y
R1.2 ORCID aware every time the author is displayed N N N
R1.3 ORCID authority control N Y Y
R1.4 Search by ORCID identifier N N N
Interoperability
R2.1 Supporting additional metadata formats DC DC DC, CERIF
Added value DSpace‐ORCID services
R3.1 Add‐to ORCID N N N
R3.2 Import/sync from ORCID N N N
Score 0/7 1/7 3/7
31. Two UIs: Global Adoption
891; 46%
1067; 54%
1,958 “unique”, valid DSpace sites
XMLUI
JSPUI
Source: 2015 DuraSpace Sponsor Summit, Tim Donohue
32. Priorities (from our perspective)
Requirement
Author related Priority
R1.1 Author’s profile page Max
R1.2 ORCID aware every time the author is displayed Min
R1.3 ORCID authority control Max
R1.4 Search by ORCID identifier Min
Interoperability
R2.1 Supporting additional metadata formats Max
Added value DSpace‐ORCID services
R3.1 Add‐to ORCID Med
R3.2 Import/sync from ORCID Max
34. Conclusions
• DSpace ORCID integration level varies according with
DSpace flavor
– DSpace-CRIS appears to be the more complete
and DSpace JSPUI the less complete
– There are still some important requirements to
be fulfilled.
• R3.2 ORCID import is key for repositories and OA
• The number of DSpace flavors spreads resources
and this doesn’t seams to be beneficial (product and
community).
35. Recommendations
How can DuraSpace/community help us?
Decision towards a unified path for the user
interfaces (Mar 2015)
– Work with COAR on:
• #3 Supporting Author Identification Systems
• #7 Supporting additional metadata formats
– Follow VIVO Strategic Plan (2015 / 2016)
• Goal 2: Promote a more open and networked
research ecosystem (ORCID, euroCRIS, CRediT,
and CASRAI)
36. Recommendations
How can ORCID help us?
– think of a special membership for repositories
only purposes
How can we help?
Members of COAR, CASRAI, euroCRIS, ORCID
and DSpace (gold)
– Make add-to plug-in available
– Integrate a task force to work on DSpace-ORCID
integration
40. IMPLEMENTED FUNCTIONALITY
ORCID and DSpace Authority Control
Integration
Author lookup for new submissions (UI)
Author lookup for edits on items (UI)
Author identifiers in Batch CSV editing
42. INTEGRATION
String representation of
the name in standard
Dublin Core metadata
enhanced with DSpace
compliant authority
control id
“authority cache”
stores extended
contributor metadata,
including ORCID ID and
alternative names
43. NEW SUBMISSIONS
Adding an author with an identifier should
ideally be as easy as providing a simple
name.
50. Authors in red are in
DSpace Authority Control
Authors in black are NOT in
DSpace Authority Control
51. Staff enhances contributor
string names with ORCID
Administrator finalizes by
re-uploading edited file
Administrator exports
existing work metadata
Author identifiers in Batch CSV editing
52. SPREADSHEET EXAMPLE
Add ORCID identifier to spreadsheet for
batch deposit of metadata into DSpace:
“ORCID:dc.contributor.author”
Non-ORCID authors can still be imported:
“dc.contributor.author”
54. CAVEAT: AUTHOR ORDER
It is possible to preserve the order of the
authors IF all of them have an ORCID ID,
or NONE of them has an ORCID ID.
Addressing the mixed situation is an
important open issue.
55. IMPLEMENTATION USE CASES
Empty new DSpace Repository
Existing DSpace without prior usage of the
authority control functionality
Existing DSpace WITH prior usage of authority
control.
57. RECAP: DSPACE 5 ORCID INTEGRATION
String representation of
the name in standard
Dublin Core metadata
enhanced with DSpace
compliant authority
control id
“authority cache”
stores extended
contributor metadata,
including ORCID ID and
alternative names
61. DSpace-CRIS for euroCRIS
It is possible to (public API):
• Login through ORCID*;
• Claim profile through ORCID;
• Register/Associate an ORCID to your own DSpace-CRIS profile
First release
(part of the 4.3 version)
DSpace-CRIS 5.1.0
Release
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
* Authentication code is based on the work on DSpace 5 and Dryad project
62. DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
63. DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
64. DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
65. DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
66. DSpace-CRIS: importing BIO info
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
67. DSpace (JSPUI): what’s next?
Using API ORCID for finding authors with extreme precision during
records’ submission and editing phases (including big amounts)
– https://wiki.duraspace.org/display/DSDOC5x/ORCID+Integration
– http://www.slideshare.net/ORCIDSlides/orcid-ann-campion
Porting of the great job done by @mire for the
XMLUI into the JSPUI
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
68. DSpace 5 DSpace-CRIS 5
ResearcherPage represents the extention of the
cache authority introduced in DSpace 5
Data in ORCID are fully available in DSpace-CRIS: they
can be seen, visualised, searched and “activated”
When selecting a new record in ORCID a new Researcher Page
corresponding to this very record is automatically created
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
69. DSpace-CRIS e ORCID: next steps (1)
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
DSpace-CRIS 4.3.1 DSpace-CRIS 5.1.1 (June ‘15)
PUSH – services (members API)
DSpace-CRIS 5.1.2 (end ‘15)
Advanced PULL – services (members&premium API)
With the collaboration of The Hong Kong University (HKU)
and The Hong Kong Polythecnic University
70. DSpace-CRIS e ORCID: next steps (2)
– Research’s bibliographic data
(including the possibility to activate synchronisation for single
field)
– Publications
(with the possibility to chose the publications to sync)
– Projects
(with the possibility to chose which projects to sync)
PUSH local
information to
ORCID
www.cineca.it | DSpace/DSpace-CRIS & ORCID | DuraSpace Webinar | March 24, 2015
PULL extended
information
from ORCID
- Propose to import records in DSpace-CRIS when
login-in looking to the Researcher’s ORCID profile
Or
- Automatically (notification and preferences
allowed) when ORCID premium membership is
available