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Warning

You are reading the documentation for DSpace-CRIS 5.x and 6.x as available in the maintenance branches.

For DSpace-CRIS 7 please check the PDF technical documentation provided on GitHub as noted here a specific section is devoted to the ORCID Integration


Table of Contents

Introduction

Info
titleORCID API Version 3

Currently the last line of development DSpace-CRIS 5.10.x  use ORCID API v3, see https://members.orcid.org/api/news/xsd-30-update


Info
titleORCID API version

Since DSpace-CRIS 5.8.0 we use the ORCID API v2, see https://members.orcid.org/api/news/xsd-20-update


Info
titleORCID Metadata mandatory definition

Note that "orcid" metadata in the Researcher Profile entity MUST be a "text" property definition (check https://github.com/4Science/DSpace/blob/dspace-5_x_x-cris/dspace/etc/orcid_from_link_to_text.sql to perform the migration)

Table of Contents

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Info
titleAbout ORCID API version

more info about ORCID here Since DSpace-CRIS 5.8.0 we use the ORCID API v2, see https://members.orcid.org/api/news/xsd-20-update


DSpace-CRIS provides the most advanced and complete integration between a CRIS / Repository system and ORCID, achieving most of the ORCID integration use cases.

The available functionalities depend on the kind of API Key that you have, : Public or Member. You must configure your client-id, client secret and specify the endpoint appropriate for your API level in the 

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Code Block
#####################
# ORCID
#####################
#Production Registry
#Step        |     Member API                                |    Public API
#--------------------------------------------------------------------------------------------------------
#Authorize   |    https://orcid.org/oauth/authorize          |    https://orcid.org/oauth/authorize
#Exchange    |    https://orcid.org/oauth/token              |    https://orcid.org/oauth/token
#Use         |    https://api.orcid.org/v2v3.0                 |    https://pub.orcid.org/v2v3.0
#--------------------------------------------------------------------------------------------------------
#
#Sandbox
#Step        |     Member API                                |    Public API
#--------------------------------------------------------------------------------------------------------
#Authorize   |     https://sandbox.orcid.org/oauth/authorize |    https://sandbox.orcid.org/oauth/authorize
#Exchange    |     https://sandbox.orcid.org/oauth/token     |    https://sandbox.orcid.org/oauth/token
#Use         |     https://api.sandbox.orcid.org/v2v3.0o        |    https://pub.sandbox.orcid.org/v2v3.0
#--------------------------------------------------------------------------------------------------------
authentication-oauth.orcid-api-url = https://pub.orcid.org/v2v3.0
authentication-oauth.application-token-url = https://orcid.org/oauth/token
authentication-oauth.application-authorize-url = https://orcid.org/oauth/authorize

# register for free on ORCID to use an institutional Public API
# IMPORTANT!! Please fill authentication-oauth.application-client-name with name of client registered into orcid registries (need by the putcode flow retrieve) 
authentication-oauth.application-client-name =
authentication-oauth.application-client-id =
authentication-oauth.application-client-secret =
authentication-oauth.application-client-redirect = ${dspace.baseUrl}/oauth-login

# If you have only PUBLIC API the scope need to be; /authenticate scope now includes /read-public scope
authentication-oauth.application-client-scope =/authenticate
# if you have MEMBER API the suggested scopes are as following; /authenticate scope now includes /read-public scope
#authentication-oauth.application-client-scope =/authenticate /read-limited /person/update /activities/update

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Info
Please note that the properties in such this file are used also for the other ORCID integration functionalities. So you need to make sure that they are accurate also , even if you decide to disable the ORCID authentication.

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The following properties are specific of the authentication integration:

Code Block
autoregister=true
choice-page=false
orcid-embedded-login=true

the The autoregister flag is auto-explaining,self explanitory. choice-page, if true list , lists the ORCID authentication explicitly as an authentication methods method, so that, if you have multiple authentication methods configured, such as LDAP, Shibboleth, etc., ORCID is also listed in the that choice page. The orcid-embedded-login is the preferred mode, a Login with ORCID button is displayed side-by-side the with password or ldap authentication.

...

When the ORCID Authentication is enabled and the autoregister flag is true. it is possible for a researcher to claim an existent researcher profile that have has an ORICD in DSpace-CRIS just logging in. Indeed, when the user login logs in, the system will create an a user account using the information from ORCID and, if his ORCID match one already assigned to an orphan researcher profile, this new account become the owner of the profile. In such way, external collaborators can login in the system and gains gain limited privileges to improve their profile without any explicit activity by the repository staff.

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When the user is logged in via ORCID and proceed proceeds to create his local researcher profile, the system automatically captures from ORCID several information: 


Submission lookup

A special authority is build-in DSpace-CRIS to use the ORCID registry togheter with the internal directory of researchers as authority list for metadata editing

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Preference shortnameDSpace-CRIS propertyORCID property
orcid-profile-pref-affiliationaffiliationaffiliations-employment
orcid-profile-pref-authoridauthoridexternal-identifier-Researcher ID
system-orcid-profile-pref-biographybiographybiography
orcid-profile-pref-educationeducationaffiliations-education
system-orcid-profile-pref-emailemailprimary-email
system-orcid-profile-pref-fullNamefullNamename
orcid-profile-pref-iso-3166-countryiso-countryiso-3166-country
orcid-profile-pref-keywordskeywordskeywords
system-orcid-profile-pref-otheremailsotheremailsother-emails
orcid-profile-pref-personalsitepersonalsiteresearcher-urls
system-orcid-profile-pref-preferredNamepreferredNamecredit-name
orcid-profile-pref-scopusidscopusidexternal-identifier-Scopus Author ID
orcid-profile-pref-variantsvariantsother-names

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