ORCID cross-sector application and use case: Employer workflows, Stellenbosch University (M. Roux)
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Stellenbosch University’s ORCID integration: an overview ORCID SOUTH AFRICA WORKSHOP JULY 2016 Marié Roux Manager: Research Impact and Research Commons, Stellenbosch University Library and Information Service
Transcript of ORCID cross-sector application and use case: Employer workflows, Stellenbosch University (M. Roux)
Stellenbosch University’s ORCID integration: an overview
ORCID SOUTH AFRICA WORKSHOP JULY 2016
Marié Roux Manager: Research Impact and Research Commons, Stellenbosch University Library and Information Service
Agenda
q Background q Implementation q Promotion q Uptake on campus q Future integration points
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Background
Why ORCID q Some support for ResearcherID, Scopus Author ID, Google Scholar Citations Profile, and other researcher profile services such as ResearchGate, Academia.edu existed as part of our Research Support services
q A sense of responsibility to guide researchers in adopting a specific standard which is interoperable with other systems and identifiers
q Started a conversation with ORCID mid 2014.
q Signed-up with ORCID (Basic Membership) late 2014 (budget: 2015)
q Some researchers already had an ORCID ID (approximately 300 researchers had an ID even before we started to promote the use of ORCID on campus)
q Did some initial advocacy in this regard (Library Research Week, May 2015)
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Implementation project plan
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1.Requirements/Planning(Feb-May2015)
2.ITDevelopment(June-Dec2015)
3.Advocacy/CommunicaIon(throughout2015-2016)
4.Training/Workshops(throughout2015-2016)
5.Userroll-out(March–May2016)
6.Followup/Feedback/Review(June2016andonwards)
Implementation
Technical implementation q A cooperative project between the SU Library and Information Service and the SU IT Division (IT)
q Use Case for ORCID articulated by the Library
q Supported by the SU Division for Research Support (DRD) from the perspective of researcher profiling, responding to possible funder requirements, and the optimisation of future researcher workflows
q Sanctioned by the Vice-Rector: Research, Innovation and Postgraduate Studies
q Workflow and technical implementation mediated by the IT Division
q Ownership rests with the Library, under the Manager: Research Impact
q Timeline: May 2015 – February 2016 (actual development work done in a much shorter time…)
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Method, Process and Workflow q The implementation process consisted mostly about figuring out the process and workflow – the rest was technical coding
q The technical development requirements are well documented by ORCID, but the process flow and workflow can initially seem a bit confusing
q Workflow is based on entrusting your ORCID profile to a Trusted Organisation (i.e. university)
q Workflow is initiated by an invitation to “create and/or connect” your ORCID ID
q Access Tokens are retained locally for future authorisation to manipulate ORCID records on clients’ behalf by the Trusted Organisation
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SUORCIDSite
LIScustodian
Researcher
ORCIDsite
ORCIDguidance
ORCIDguidanceand‘Connectorcreate’invitaIon
‘Connectorcreate’authorisaIonrequest
SiteacIvitylog
‘Connectorcreate’authorisaIon
Sign-onviaSUSSOrequest
SUSSO
SSOcredenIals
Process flow
SUORCIDWeb
Applica;on
Researcher
RegistraIonand‘entrust’confirmaIon
SUORCIDdatastoreResearcherORCIDID
Accesstoken
RedirectURLwithembeddedauthorisaIon
codeORCIDsite
Accesstoken
ResearcherORCIDID
ORCIDsite
AuthorisaIoncode
Process map
Connec;ngSUandORCIDiden;;es
DearColleague/StudentLeesinAfrikaans In2015StellenboschUniversitybecameamemberoftheOpenResearcherandContributorID(ORCID)network.Thenetworkiscomprisedof16-digitnumericidenIficaIonnumberswhichuniquelydisInguishauthorsofscienIficresearchpublicaIonsfromoneanother(e.g.hYp://orcid.org/0000-0001-5109-3700).IndoingsoitensuresthatscienIficauthorsarepermanentlyconnectedtotheironlineresearchacIviIesthroughoutthelifeImeoftheirresearchcareers,andtherea^er. ORCIDisnotjustanotherauthoriden;fier ORCIDlinkswithScopusandResearcherIDwhileconnecInginsItuIonal,funder,publisherandotherresearcheridenIfiersystems.OverImeORCIDwillbecomeacrucialservice,easingtheworkloadofresearcherswhiletheyneedtoensurecompliancewithOpenAccessmandatesandassisInginmakingresearchmorevisibleanddiscoverable.CountriessuchastheUKandItalyhavehadnaIonalroll-outsofORCID.TheNaIonalResearchFoundaIon(NRF)isalsopreparingfortheroll-outofORCIDiDsintheirnaIonalCVandInfoEDprojects. ORCIDandStellenboschUniversity StellenboschUniversityisrequesIngyoutoassociate(“connect”)yourORCIDandSUnetworkidenIIestoallowfortheintegraIonofORCIDiDsacrosssystemsinamanagedway.ThiswillbethefirststeptowardsdataintegraIonbetweenresearchers,publishers,fundersandresearcherinformaIonsystems. YouarethereforeinvitedtocreateyourORCIDiDandconnectitwithyourStellenboschUniversityiden;ty.TodosopleaseclickonthebuGonbelow(ifyoualreadyhaveanORCIDiD,pleasesignintoyouraccountusingthebuGonbelowtoconnectitwithyourSUnetworkiden;ty). Kindregards ProfEugeneCloete Vice-Rector:Research,Innova?onandPostgraduateStudies Pleaseclickhereforhelp. Enquiries:MariéRoux,tel.:021-8082623
https://midtier.sun.ac.za/user-identity-manage
Connect or Reconnect
The APIs – ORCiD q ORCID is a new and modern application, so it relies heavily on APIs.
You need to interact with ORCID using APIs for all (CRUD) transactions:
q Create an ORCID ID (create-on-demand, or batch load)
q Update ORCID records (if you have been mandated)
q Retrieve ORCID data for reporting purposes
q Delete ORCID records/data
q ORCID: we provide the platform, you provide the API expertise:
q Public API – for everybody and everything that is capable of interfacing with it
q Creator API – for those who subscribe to ORCID (Basic or Premium membership)
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Promotion
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Library guide
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Workshops or short sessions at faculties and departments
q Engineering Faculty, most Departmental meetings
q Education Faculty, most Departmental meetings
q Arts and Social Sciences Faculty meeting
q Workshop at Medicine and Health Sciences Faculty
q Lunch hour session at SU Business School
q Faculty and branch librarians role: - actively involved with promotion on an on-going basis - organising information sessions at faculties or departments - following up with researchers when they have not created and/or connected their iDs yet - assisting researchers to populate their profiles or reminding them to do so
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Workshops – 4 per year
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Information sheet
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Brochure
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Division for Research Development Newsletter
Uptake
Percentage iDs connected (3 March – 1 June 2016)
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Percentage ORCID iDs connected to SU
Total number of postgraduate students registered (Masters, MPhil, PhD, Postdoc, excluding Honours students)
6596
Total number of academic staff members (researchers included)
1265
Number of ORCID iDs connected to SU
463
Number of ORCID iDs connected to SU
307
Percentage of total
7%
Percentage of total
24%
Uptake according to position and faculty
(3 March – 1 June 2016)
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Academicstaff,307
Postdocs,31
Staff,40
PhD,151
Masters,281
Honours,1 Undergrad,1
AgriScience,87
ArtsandSocSc,110
EconandManSc,138
Engineering,111
EducaIon,31
MedicineandHealth,149
Science,114
Theology,26
Law,12Librarystaff,
20 Otherstaff,14
Graph 1: Uptake according to position of client Graph 2: Uptake according to faculty of client
Connected iDs per day + cumulative
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0
100
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300
400
500
600
700
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Numberofconnectedid'sperday
CumulaIvenumberofid'sconnected
Graph 3: Uptake according to connected id’s per day and cumulative over the period of 3 March until 1 June 2016.
Future
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Integration Points for Universities
q Create/Connect ORCID records – roll-out done, but ongoing
q This is only the first step in the process (to store access tokens for future integrations)
Link ORCID IDs / Exchange data with:
q Repositories (2017: Full ORCID integration with SU repository planned)
q Research Information Systems
q Directory / Profile Systems
q But first more adoption needed…
Thank you
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Email: [email protected]
Questions regarding IT development: Marc-Allen Johnson: [email protected] ;
@themarcallen Charles Hopkins: [email protected]
