ORCID technical integration at Chalmers

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From the ORCID Outreach Meeting, May 21-22, 2014, held in Chicago, Illinois, USA. https://orcid.org/content/orcid-outreach-meeting-and-codefest-may-2014 Best practices in the creation of ORCID identifiers for faculty, staff, and students: technical integration Research organizations are creating ORCID iDs and integrating them into a variety of systems, from personnel databases, to directories, repositories, and university presses. In this session, organizations will share information and strategies on technical aspects of working with ORCID APIs, strategies for modifying internal systems to capture and store ORCID iDs, and interactions with other identifiers. Moderator: Simeon Warner, Research Associate, Cornell University Presenters: Urban Andersson, IT Librarian, Chalmers University of Technology Peter Flynn, Lead Developer, Boston University James Creel, Senior Lead Software Applications Developer, Texas A&M University

Technology Education

ORCID @ Chalmers
Best practices in the creation of ORCID ID:s for
faculty, staff and students : technical integration
ORCID Outreach Meeting
Chicago, May 22, 2014
Urban Andersson

Chalmers University of
Technology
•  17 departments
•  10,000 students
•  2,000 researchers
•  2,500 scholarly publications
(2013)
•  Open Access mandate
•  Chalmers Publications Library
(CPL) – repository & publication
database
•  CRIS in development
•  Special focus on bibliometrics

Managing author information in
bibliometrics

ORCID @ Chalmers
•  National project: ”Author Identifiers and Publication
Databases” (2012)
•  Pilot (September 2013)
•  Create and connect service, integration in local systems,
support to researchers and faculties (2013-)
•  Integration of ORCIDs in the national research infrastructure
•  Primary focus on supporting local and (inter)national research
infrastructure, bibliometrics
•  Co-ordinated by the library, but not a ”library issue”

Pilot study (2013)
•  Department of Space and Geo Sciences, approx. 150
researchers
•  Initiative from the library and from the head of department
•  Object of the pilot was to try out the API and workflows and to
learn about responses from the from researchers
•  Batch creation of ORCIDs, using the Member API
•  Support from the legal office
•  Mixed result, slow responses in some cases
•  Conclusions
•  early adoption - too early?
•  focus on infrastructure
•  creation of ORCIDs should probably be initiated by the individual
researcher in the first phase

Create & connect service
•  orcid.chalmers.se
•  Create and provide a sustainable infrastructure for handling
ORCIDs at Chalmers
•  Provide an easy-to-use service for researchers to create
ORCIDs and connect these to the local systems, and a one-stop
solution for all things concerning ORCIDs at Chalmers, info &
support
•  Integrated in the local research infrastructure and administrative
systems
•  Developed in cooperation with the the central IT dept, using
agile methods (SCRUM)
•  Researchers targeted, but open for all - faculty, staff & students

Create ORCID
Verification
•  User already exists in the ORCID registry

Create ORCID
•  Initial ORCID creation
•  ID stored in local HR system but not yet activated

•  User denied Chalmers connection
Connect to Chalmers

Connect to Chalmers
•  ORCID connected and activated in local systems

Connect to Chalmers
•  Chalmers trusted organization, permission to read
limited info from ORCID record

SWAMID
CPL
SwePub
CRIS
PDB
SweCRIS
CORDISOpenAIRE
Prisma
Metrics
IDP
Repositories
ORCID @ Chalmers
FundRef
ORCID API

The next steps
•  New services
– Export of publications and research activities to individual
ORCID profiles
– Services for administrators
•  ORCID mandatory in the Swedish Research Council application
portal (PRISMA), Q3 2014
•  ORCID in national single sign-on system, as an attribute in
SWAMID SAML2
•  Locating Chalmers works in other repositories

Urban Andersson
urban.andersson@chalmers.se
http://orcid.chalmers.se

Elaine L. Westbrooks discusses integrating ORCIDs into identity and access management (Iam) systems at a large research university. She outlines plans to support the university's $1.3 billion research enterprise by taking the lead on communications and membership while partnering with campus IT. Appropriate Iam systems will be selected based on criteria like use cases, impact, and benefit to users. Adoption of ORCIDs will be maximized by adding them to systems like LDAP directories, grants management, researcher profiles, and data repositories. Next steps include examining onboarding of new researchers and students, pursuing integration with major Iam systems, and planning for long-term sustainability by leveraging work from peer institutions.

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The document discusses several ways that ORCID IDs can be integrated into research workflows and systems. It describes how OJS (Open Journal Systems) allows manuscripts submitted through it to be associated with an ORCID ID. It also outlines how Hong Kong Baptist University is working to give all faculty ORCID IDs to upload employment and works information. Additionally, it notes that SciENCV through the National Library of Medicine allows adding publications and funding to an ORCID profile, and that Scopus enables linking publications to an ORCID record. Finally, it encourages giving permissions to ORCID-enabled systems to help make a researcher more visible and have their activities captured in their ORCID record.

The Latest on ORCID API v2

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The document discusses changes in the ORCID API from version 1.2 to version 2.0. Some key points discussed include: - Version 2.0 allows reading and writing data in smaller sections or individual items rather than large chunks, improving performance. - Permissions are simplified with just 4 scopes in version 2.0 compared to many overlapping scopes in version 1.2. - Version 2.0 returns activity summaries with basic details rather than full representations of each activity, reducing payload size. - Version 2.0 introduces display indexes and ordering to control item ordering, unlike version 1.2 which had no defined ordering.

What’s New in ORCID Tech 2016 (Robert Peters)

ORCID, Inc

This document summarizes new features and updates from ORCID in 2016. Key points include: opening the ORCID license to be free instead of $400/year; increased support for additional languages and Unicode scripts; growth in the number of user connections through Facebook, Google, and institutions; updates to the V2 API to improve scalability and clarity; additional details shown for individual profiles; and planned improvements like a member directory and cross-linking institutional sign-ins.

ORCID API Perks & Pitfalls

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This document discusses various perks and pitfalls of the ORCID API from the perspective of ORCID team members. It addresses issues like unexpected errors, difficulty adding new ID types, polling the public API being taxing, and challenges with batch creating or updating large numbers of records. The document provides suggestions for improvements like improved error messages, enabling community contributions to vocabularies, an on-demand data dump feature, and bulk work creation. The ORCID team members provide their contact information and encourage feedback to help enhance the API and user experience.

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1. ORCID @ Chalmers Best practices in the creation of ORCID ID:s for faculty, staff and students : technical integration ORCID Outreach Meeting Chicago, May 22, 2014 Urban Andersson

2. Chalmers University of Technology •  17 departments •  10,000 students •  2,000 researchers •  2,500 scholarly publications (2013) •  Open Access mandate •  Chalmers Publications Library (CPL) – repository & publication database •  CRIS in development •  Special focus on bibliometrics

3. Managing author information in bibliometrics

4. The geography of Chalmers research

5. ORCID @ Chalmers •  National project: ”Author Identifiers and Publication Databases” (2012) •  Pilot (September 2013) •  Create and connect service, integration in local systems, support to researchers and faculties (2013-) •  Integration of ORCIDs in the national research infrastructure •  Primary focus on supporting local and (inter)national research infrastructure, bibliometrics •  Co-ordinated by the library, but not a ”library issue”

6. Pilot study (2013) •  Department of Space and Geo Sciences, approx. 150 researchers •  Initiative from the library and from the head of department •  Object of the pilot was to try out the API and workflows and to learn about responses from the from researchers •  Batch creation of ORCIDs, using the Member API •  Support from the legal office •  Mixed result, slow responses in some cases •  Conclusions •  early adoption - too early? •  focus on infrastructure •  creation of ORCIDs should probably be initiated by the individual researcher in the first phase

7. Create & connect service •  orcid.chalmers.se •  Create and provide a sustainable infrastructure for handling ORCIDs at Chalmers •  Provide an easy-to-use service for researchers to create ORCIDs and connect these to the local systems, and a one-stop solution for all things concerning ORCIDs at Chalmers, info & support •  Integrated in the local research infrastructure and administrative systems •  Developed in cooperation with the the central IT dept, using agile methods (SCRUM) •  Researchers targeted, but open for all - faculty, staff & students

8. Create & connect service

9. •  SWAMID SAML2 •  name, Chalmers ID, email, (publication profile) Create ORCID Authentication

10. Create ORCID Verification •  User already exists in the ORCID registry

11. Create ORCID •  Initial ORCID creation •  ID stored in local HR system but not yet activated

12. Connect to Chalmers

13. Connect to Chalmers

14. Connect to Chalmers

15. •  User denied Chalmers connection Connect to Chalmers

16. Connect to Chalmers •  ORCID connected and activated in local systems

17. Connect to Chalmers •  Chalmers trusted organization, permission to read limited info from ORCID record

18. ORCID @ Chalmers PDB CPL

19. SWAMID CPL SwePub CRIS PDB SweCRIS CORDISOpenAIRE Prisma Metrics IDP Repositories ORCID @ Chalmers FundRef ORCID API

20. Support

21. The next steps •  New services – Export of publications and research activities to individual ORCID profiles – Services for administrators •  ORCID mandatory in the Swedish Research Council application portal (PRISMA), Q3 2014 •  ORCID in national single sign-on system, as an attribute in SWAMID SAML2 •  Locating Chalmers works in other repositories

22. Urban Andersson urban.andersson@chalmers.se http://orcid.chalmers.se

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