The Jisc UK ORCID use cases and API workshop

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i The Jisc UK ORCID Use cases and API workshop: API tutorial

30th September

2o16

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Jisc UK ORCID Consortium

»Monica Duke – main presenter»Helpers ›Alan Stiles (The Open University)

›Peter West (Digital Repository Services Ltd)

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ORCID tutorial at VALA2016

We will be following a tutorial provided by ORCIDhttps://github.com/alainna/VALA2016

Source:– http://www.vala.org.au/vala2016-conference-program/

boot-camp-2016/1064-vala2016-boot-camp-session-1– http://www.vala.org.au/direct-download/vala2016-

proceedings/vala2016-slides/832-vala2016-bootcamp-session-1-paglione-slides/file

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The ORCID APIs

»The Sandbox is not connected to the production ORCID registry and no information is shared between the two systems, however, the Sandbox has identical functionality, with the some exceptions (next slide)

»The Public API allows organizations that are not ORCID members to access a limit set of API features, including authenticating users' ORCID iDs and retrieving publicly-visible information from the ORCID registry.

»Access to any of the ORCID APIs requires a set of credentials consisting of a Client ID and a Client Secret (see slide 6 for how to register to use each of the APIs)

API comparisonPublic MemberProduction Available to anyone

Can be used to authenticate researchers as well as search for and retrieve public data from researchers' ORCID records.

https://pub.orcid.org/v1.2/

Only available to organizations that have become ORCID members Allows members to authenticate researchers, access read-limited information, edit, and update ORCID records (provided that they have first obtained the researcher's permission)https://api.orcid.org/v1.2/

Sandbox

Resemble the production Registry as closely as possibleImport Works tools do not work; Not indexed by search enginesOnly sends email messages to @mailinator.com email addresses.Disclaimers: No Service-Level Agreement on the Sandbox; No guarantees about uptime/availability, processing speed, or data availability; No data backup in the Sandbox, and right is reserved to remove data at any timehttp://pub.sandbox.orcid.org/v1.2/

http://api.sandbox.orcid.org/v1.2/

API comparisonProduction SandboxCredentials are requested for the specific API

Public Request individual developer tools after signing in to your recordhttps://members.orcid.org/api/accessing-public-api

http://orcid.org/signin http://sandbox.orcid.org/signin

Member

Need to be a member organisationhttps://orcid.org/content/register-client-application-production-trusted-partyRequires demo against Sandbox or vendor approved systemCredentials also give access to public API

Membership is not required in order to access the Sandbox Member API.Register a client applicationhttps://orcid.org/content/register-client-application-sandbox

http://support.orcid.org/knowledgebase/articles/895965-what-s-the-difference-between-the-public-and-membehttp://orcid.org/about/membership/comparisonhttps://members.orcid.org/apihttp://support.orcid.org/knowledgebase/articles/166623-is-the-sandbox-different-from-the-production-regishttp://orcid.org/organizations/integrators/API

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API release versions

»We have used version 1.2 (most stable, unchanging)»Newer versions: Less tested than stable release »candidates may contain bugs» summary of changes from rc1 to rc2»Announced on the API list»Suitable for those that can keep up with rapid

development cycles (weeks)»https://members.orcid.org/api/news/api-version-20rc

2-released

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Introduction to scopes

https://members.orcid.org/api/orcid-scopes»The scope is the permission requested.»Each access token has a particular scope (set

of permissions) associated with it.»The user grants the permission for that scope»Token is valid for that scope(s)»Multiple scopes can be requested

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Scope typesScope/authenticate Both member and public API

to collect ORCID onlyincluded in other scopes (can be omitted)

MEMBER ONLY API/read-limited get access to public and limited visibility

items/activities/update to write, update and delete items in the

education, employment, funding, works and peer-review sections

/orcid-bio/update to write, update and delete items in the other-names, keywords, countries, researcher-urls, websites, and personal external identifiers sections of the record

Complete access: /read-limited /activities/update and /orcid-bio/update

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Scope types

Scope2 legged oauth Requested directly from the ORCID API

Do not require the researcher to grant permissionLong-lived 

/read-public This scope is used to read public information on a single ORCID iD or search for ORCID records.

/webhook This scope allows a client application to register a webhook on an ORCID record, in order to receive notifications when a record is updated.Premium only

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Scopes errors

401.Invalid access tokenEnsure that the access token used for the call is complete, matched to the ORCID iD and scope of the call, and is not expired403.Security problem : Insufficient or wrong scopeCheck that the access token has permission for the action you are taking and that you are using the correct end-point and method.405.Method Not AllowedEnsure that the scope of your authorization token matches the call you are making, and that you are posting to the Member API base URL (i.e., api.sandbox.orcid.org)

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Resources and help

»UK helpdesk: ukorcidsupport@jisc.ac.uk»About the API https://members.orcid.org/api

› Https://members.orcid.org/api/api-calls»Error codes https://members.orcid.org/api/api-error-codes»Tutorials: https://

members.orcid.org/api/tutorial-retrieve-orcid-id »FAQ/knowledgebase:

http://support.orcid.org/knowledgebase»http://support.orcid.org/knowledgebase/topics/124401-fr

equently-asked-questions-about-the-orcid-api

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Jisc UK ORCID Consortium

»Questions?

jisc.ac.uk

Contact: Monica Duke

JISC UK ORCID technical and community support co-ordinator

monica.duke@jisc.ac.uk

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