ORCID provides persistent digital identifiers for researchers and connects their activities and affiliations through its APIs. The ORCID Public API allows anyone to authenticate users and access public data, while the Member API provides additional capabilities for ORCID member organizations. These APIs can be used to collect ORCID IDs, display them on websites and in metadata, and connect systems to ORCID records by adding or updating data with user permission.
Hierarchy of management that covers different levels of management
ORCID API in action (A. Wrigley)
1. orcid.orgContact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
Getting connected
with the ORCID API
Alainna Therese Wrigley
ORCID Community Engagement & Support
support@orcid.org | orcid.org/0000-0002-6036-0903
2. ORCID provides
2orcid.org
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
3. 3
Organizations are
use ORCID APIs to
authenticate,
collect, display,
and connect
persistent
identifiers for
people, places,
and things in
research workflows
ORCID enables assertions
4. orcid.org 4
ORCID Public and Member
APIs
API Features
Public API
Freely available to
anyone
• Authenticate: Get a user’s authenticated ORCID iD
• Read (Public): Search/retrieve public data
• Create: Facilitate creation of new ORCID records (via
on-demand process)
Member API
ORCID member
organizations
(Sandbox test
environment freely
available to anyone)
• Read (Limited): Search/retrieve "limited-access" data
• Add: Post new items to a record
• Update: Edit or delete items you previously added
• Webhooks (Premium only): Receive notifications of
updates
6. orcid.org 6
Connecting to the ORCID
Registry
Two models:
1. Connect via a vendor system
• Manuscript submission/publication
• Document/data repositories
• Profile systems
• CRIS systems
2. Develop a custom connection
7. orcid.org 7
Custom
integration
Via the ORCID APIs
• Fine-tuned control and permissions
• Customized buttons, user flows, & user
feedback
Current integration list:
http://members.orcid.org/current-integrations
8. orcid.org 8
Vendor system
integration
Publishing
• eJournal Press
• Editorial Manager
• ScholarOne
Document / data
repositories
• DSpace
• ePrints
• Hydra/Fedora
CRIS Systems
• Converis
• Elements
• IRMA
• Pivot
• PlumX
• Pure
• Vivo
http://members.orcid.org/orcid-enabled-systems
9. 1 July 2016 9
DISPLAY
• In metadata
• On sites
• In publications
CONNECT
• Affiliations (employers)
• Works (publishers)
• Awards (funders)
orcid.org
Collect & Connect
10. Collect & Connect goals
• Clarify how plumbing works
• Standardize user experience
• Standard connection installation guidelines
• Increase predictability and trust in the
“utility”
• Community approach to reliable
connections
1 July 2016 orcid.org 10
11. Collect
COLLECT validated ORCID iDs for
individuals
• Explain what ORCID is
• Explain why you’re collecting iDs
• Consistent user experience
• Authenticated connections
1 July 2016 orcid.org 11
Ensure individuals are correctly connected with your institution
Many vendor systems use the OAuth process
12. Get permission, use
permission
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
1 July 2016 12orcid.org
13. PHOTO: Job Meeting
www.flickr.com/photos/jobmeeting/14375164286
Involving the
user
orcid.org
Key benefits:
• You know the user controls the iD
• User knows what’s going on/ user choice
• Privacy/ data control trends
• Position/ strengthen your system as a service
How?
• Just a “fancy” URL
• Prior iD not needed
• Hard things: promotion, finding touch points
14. Get permission: touch
points
Look for natural fits:
• Your sign in – why not link your
iD?
• Your account settings/ user
profile
• Submission (of any type)
• Form fills: pre-fill from your
record!
• Registration: for conference or
meeting
• Reporting: Link your iD to get
started
15. Step 1: fancy
URL
https://sandbox.orcid.org/oauth/authorize?
client_id=APP-XT8FBKJRO3MR8WDR&
response_type=code&
scope=/orcid-profile/read-limited%20
/activities/update&
redirect_uri=https://my.URL.org&
family_names=Researcher&given_names=Bob&
email=bobresearcher@mailinator.com&
orcid=0000-0001-6356-0580
The base URL – displays the screen
who’s asking?
what permission?
where the user goes next
Personalize the
experience
The OAuth call: part I
16. ORCID sends the user to your redirect, with a code
https://my.URL.org?htA3yE
you...
• Save the code – needed for the next
step
• Display something useful to the user
• Authorize: thanks for your permission!
• Deny: are you sure you don’t want to give
permission?
Step 2: User feedback & auth
code
Authentication
code
17. Step 3a: Change code into
token
Use the code to gain access using the ORCID
API
https://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 looks like
URLs (RESTful)
what format?
The auth code
confirming that you are
the right one to get this
information
18. Step 3b: Store the
result
The result of the call
"access_token”:"6710dfee-6aab-445b-a266-205dd9085273",
"token_type” : "bearer",
"expires_in” : 631138518,
"scope” : "/orcid-profile/read-limited /activities/update",
"orcid” : "0000-0001-6356-0580",
"name” : "Bob Researcher"
store the access token and iD
when permission expires (in seconds)
your permission
iD & name for the person
who gave permission
What you can do
✔ iD Collected!
19. Display
1 July 2016 orcid.org 19
DISPLAY iDs on your website, platform,
systems
• iDs shown as a link
• iDs in metadata
• Use the ORCID Member logo
• Explain why iDs are collected
Signal to your researchers and the wider community that your
systems are plumbed to support ORCID iDs
http://orcid.org/trademark-and-id-display-guidelines
21. Connect
1 July 2016 orcid.org 21
CONNECT your data to ORCID Records
• Request permission to write to Records
• Store long-lived tokens
• Add data that you uniquely can (authoritative)
• Explain the connection
nable researchers to provide validated data to other systems they us
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
22. Connect to send
data
Verb: POST
BASE URL: https://sandbox.api.orcid.org/v1.2/0000-0001-6356-0580/affiliations
HEADERS: Content-type:application/json
Authorization: Bearer 6710dfee-6aab-445b-a266-205dd9085273
DATA (if adding or updating):
the file location=@employment.xml
Relevant area:
/orcid-bio,
/funding
data format
Access token from before
Type of action, also: READ; PUT
1. Your client sends data 2. Researcher’s record
updated
23. Synchronize
1 July 2016 orcid.org 23
SYNCHRONIZE with your systems
• Update information when it changes
• Auto-add new information
• Search & link wizards
• Sync data from others
Saved time, better reporting, improved information flow
https://members.orcid.org/api/tutorial-webhooks
https://orcid.org/blog/2015/10/26/auto-update-has-arrived-orcid-records-move-next-level
24. API in action: Create on
demand
http://orcid-create-on-demand.herokuapp.com
25. Resources
• Collect and Connect documentation
https://members.orcid.org
• ORCID API documentation
https://members.orcid.org/api
• ORCID API bootcamp (step-by-step introduction)
https://github.com/alainna/VALA2016
• Technical webinars
https://members.orcid.org/event-list
• ORCID API Users Listserv
http://groups.google.com/group/orcid-api-users
• ORCID Community Engagement & Support team
support@orcid.org
Editor's Notes
API (Application Programming Interface): an interface that lets one software program “talk” with another, exchanging data behind the scenes.
One major assertion for research institutions – affiliation
This requires collaborations among all actors in the research community: identifier providers, for sure, but also publishers, societies, universities, repositories, funders, and researchers themselves. This is not a trivial endeavor. Everyone needs to expend some work. But, it is happening. Here is an example of one such collaboration involving ORCID, Ringgold, and the IT, library, research office, and faculty affairs at a large research university. Lots of moving parts, culminating in a public, electronic, and validated record of a person’s affiliation.
This record is available through a public API and can be used during a manuscript submission or peer review invitation process to auto-populate and/or validate affiliation. Save your authors time, improve data quality, and improve trust in one package.
Our new Collect & Connect program is designed to enable better interoperability between systems and sectors, through improved guidance and support for member integrations, and by taking a community approach – sharing ideas and experiences, recognizing great integrations, and working together to achieve ORCID’s vision.
Consists of five main elements
In the upcoming version of our integration list, you’ll see current integrations given badges based on the elements they meet / fufil in the Collect & Connect programme
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
Mostly to assert university affiliation, but if they want to assert other things –awards, publications, etc. That is also great
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.
It is the researchers that benefit greatly from ORCID iDs. They can use them throughout their career, and can already use them to distinguish themselves in publications and grants. And many are starting to see the benefits of using ORCID records in outcome tracking. For example, researchers in Portugal who receive federal funding provide their ORCID iD, and benefit from coordinated outcomes reporting by using the ORCID registry as a hub.