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North-West University: Our integration journey with ORCID


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Documentation from North-West University ( on how they integrated ORCID with their university's RIM

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North-West University: Our integration journey with ORCID

  1. 1. Page | 1 Our integration journey ... With … Information about our integration with ORCID. It shows what we wanted to do. It shows the results achieved. It shows where we want to go next. Enjoy. Helping Researchers Succeed
  2. 2. Page | 2 What is ORCID? It represents a standard unique author identifier that distinguishes you from every other researcher and, through integration in key research workflows such as manuscript and grant submission, supports automated linkages between you and your professional activities ensuring that your work is recognized.
  3. 3. Page | 3 How did we want to use ORCID? For us it was important to integrate in such a way so that we could transfer the value of ORCID to our institution and researchers. Important here was ease of use, seamless. We needed a way to create and link ORCID records from researchers at the same time. By doing this ending up with the info needed to interact with an ORCID record. By doing this it is only one step for the researcher. We needed a way to link our DSPACE repo to ORCID in order to add items to ORCID records. We wanted to add an ORCID link to the researcher’s profile wherever we were using it. We needed a searchable backend registry to link ORCID identifiers to university numbers.
  4. 4. Page | 4 We needed a way to read the info from ORCID and add that to the profile of our researchers. We also wanted to connect our identity management system so that other systems could use the info. Also integrate our CAS as SSO solution on ORCID. We wanted to update affiliation info on ORCID record. We wanted to make the ORCID identifier an alternative login id. This could be handy if the researcher still wants to login to some resources needed when not active at institution anymore. This links with life cycle management of login identifiers. We needed a place where we could suggest changes for researchers to their ORCID record (Keywords, bio info, affiliations etc.) apart from the automatic updates we planned. We wanted a researcher to be able to search for other researchers from within our own application. We wanted a researcher to be able to view ORCID records from within our own application. We wanted an admin user interface to setup everything and make changes if needed.
  5. 5. Page | 5 SO …. The key to unlocking VALUE NWU Manuscript Was born …
  6. 6. Page | 6 ORCID integration elements This is all the elements of the integration. We decided to build an application (NWU Manuscript) that is free standing from all our other systems and just integrate it with the other systems.
  7. 7. Page | 7 With the current NWU Manuscript we achieved the following: Make it easier for researchers to create an ORCID identifier. Link the ORCID identifiers in our backend system. This makes it possible to re-use the information wherever it is needed like workflows. Make it possible to use the information to display ORCID link with other profile information of researcher. (Automatically in registry, Manually/Script on web profile) Update ORCID record with affiliation information. Push items from our DSPACE instance to ORCID record as works.
  8. 8. Page | 8 How do we communicate our ORCID integration to our researchers?  Show ORCID at events  Email  Articles  Website How do we invite researchers to create/connect to ORCID?  Demos  Email  Website
  9. 9. Page | 9 How can a researcher can view his ORCID record in NWU Manuscript?
  10. 10. Page | 10 How can a researcher find other researchers?
  11. 11. Page | 11 How do you get ORCID link from registry on UI?
  12. 12. Page | 12 How do we push info to ORCID from DSPACE? This is done every day by polling the DSPACE database for inserts, updates and deletions. How do we push identity information from HR to ORCID? On creation of the first item we publish this information.
  13. 13. Page | 13 How do we use the Registry in the backend?  Display ORCID link in registry UI and on researcher profile.  Use it in identity management as source for other systems.  Use in workflow.  Use info to push items from DSPACE to ORCID account.
  14. 14. Page | 14 The future  Link our Single Sign On (CAS) to ORCID.  Show summary info of researchers from ORCID on their profile – at the moment only link to record.  Make ORCID id an alternative login id. This could be handy if the researcher still wants to login to some resources needed when not active at institution anymore. This links with life cycle management of identifiers.  Integrate ORCID more into every workflow – INFO ED, others.  Continuous integration, Agile development.
  15. 15. Page | 15 Badges Looking at what we have done the following badges might be awarded to us: We display link to ORCID record in registry, and manually update this to the web profile as this must be moderated. We push info to ORCID record and also pull info. We facilitate the creation process via our CONNECTID Uri. We connected our IDM System and DSPACE to ORCID.
  16. 16. Page | 16 Software Development – Technology used All copyrights belong to their respective owners.
  17. 17. Page | 17 Important links NWU-Manuscript Authors: NWU ORCID Team.