ORCID Update. And a recap. Sean MacRae, Business Systems Analyst,

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2 ORCID Update And a recap Sean MacRae, Business Systems Analyst, smacrae@ariessys.com

3 New Features Through 15.0

4 New and Coming Soon New Editor Change ORCID id Edit permission Already rolled out Prevents Editors adding ORCID ids via Search 15.0: Full ORCID API v2.0/2.1 compatibility Behind the scenes 15.0: Custom Client Credentials Affects who the User is told is requesting Access to their ORCID record 15.0: Review Deposit functionality Give reviewers credit, automatically

5 Change ORCID id Permission New sub-permission of Search People. Remove it to keep NON-Authenticated ORCID ids from entering your database.

6 Change ORCID id Permission Clearing it removes the ability to fetch, edit or delete ORCID ids e.g. on Search People Update Information, shown here.

7 Custom Client Credentials EM is a registered ORCID Client Users are asked to give Editorial Manager permission to read their ORCID id. New in 15.0, journals can be configured with e.g. Publisher Client credentials User will then be asked to give the Publisher permission to access Will allow updates downstream Your Name Here!

8 Custom Client Credentials Can only be set up by Aries Administrators Publishers must have registered their own Client Application with ORCID to obtain credentials These are sent to Aries Client Services outside of EM Publishers must register EditorialManager URLs as valid callback destinations when their credentials are used For security; ORCID will only send users back to preregistered URLs Contact Aries Client Services

9 Credit Review Activity With v2.0 of the API, ORCID supports Review Activities *Only* client applications like EM can add these to ORCID record Requires one initial interaction with the Reviewer while loggedin to get permission to update their ORCID Record Thereafter, we can update their record any time Initially, we re sending basic details of each Review Journal (pre-registered) Publisher Date, Type and Role (all configurable by Review form)

10 Peer Review Activity at ORCID

11 Enabling Review Deposit Aries needs to configure Review Group and Convening Organization details, before Review Deposit can be enabled i.e. Review Group = Journal Convening Organization = Publisher Review Groups MUST be pre-registered with ORCID. We can retrieve details, e.g. by ISSN, if your publisher has done so EM can also register a Review Group if necessary Convening Organization Details are metadata sent each time Contact Aries Client Services to enable and configure

12 EM configuration ensures that the Review is linked to the correct Review Group in ORCID, and associated with the correct Convening Organization when credited.

13 Review Credit Process We ll ask reviewers OK to send? when they submit each review Informed consent each time One time, this will trigger an Authorization request Gives us persistent permission to update their ORCID Record We ll send regular batches of completed reviews to ORCID Can disguise actual dates

14 New Section on Review Form Review forms can include an Authorization to transfer to ORCID. This triggers a one-time ORCID Authorization the first time a particular Reviewer says Yes.

15 Configuration: Review Form

16 Configuration: Deposit Policy You can choose to credit 1 review per submission, or all assignments You can choose a daily, weekly, N monthly schedule You can defer review deposit: Until the author has been notified Until the Final Disposition is set

17 Configuration: Deposit Policy

18 And a Second Chance UI for Reviewers A new ORCID Deposit Authorization link added Completed Assignments folder Displays only for eligible Reviews, not yet deposited To allow reviewer to change mind, or supply permission

19 ORCID Deposit Authorization page Reviewer can change mind From No to Yes, we will ask for authorization if necessary From Yes to No only possible up to review deposit Allows recovery from failed deposit If due to Access Token (permission to update ORCID record)

20 A Recap Current best practices

21 Recap: Current Recommendations Collect ORCID ids Collect ONLY Authenticated ORCID ids Reconfigure; remove options for collecting non-authenticated ORCID ids Enable: Registration fields (only) Author and Co-Author validation Review Deposit (soon) ORCID SSO (Authors, Reviewers) Allows: ORCID Registration (Authors) De-Duplication (Editors, Authors) ORCID drill-down (Editors) Automatic ORCID Record Update (Authors, Reviewers)

22 Why? Attribution we can trust ORCID clearly identifies the source for any claimed work self-claimed, or updated by a trusted party like Crossref We automate the transfer of ORCID ids to Crossref, which updates the Author s record automatically (after a 1-time authorization via ORCID)

23 Why? Review Credit cannot be self-asserted

24 Why? ORCID records can help Editors E.g. when choosing a Reviewer, an Editor looks for experience Past authorship Past reviews External information, reputation, standing ORCID is not just an id; there s a profile behind it ORCIDs shown in EM allow drillthrough to public ORCID Record Should become source of all of the above

25 Editor sees summary stats when searching for Reviewers This person has very little history with the current publication

26 Reviewer Name drills-down to People Information

27 And the ORCID id drills down to the Reviewer s public ORCID profile

28 Recap: Configuration Recommendations Enable ORCID registration fields Optional or Required for Registration? Depends on your users Automatically allows registration via ORCID Collect ORCID ids on Submission and Co-Author Verification Make mandatory for submission if that is publisher policy Remove option for user to type in their ORCID id You want Authenticated ORCID ids Enable ORCID SSO to encourage take-up Add merge field to standard letters. Ask users to supply their ORCID ids if they see link instead of an ORCID id Do NOT enable ORCID ids for Proxy-Registration by Editor Maybe Expedited Reviewer Login Do NOT enable as Other Author fields Use Co-Author Verification instead Restrict Can Edit ORCID id permission To Admins, for deceased author case

29 Recommendation: Registration Fields PolicyManager>Edit Registration Fields: Collect ORCID as Registration Field (maybe require?) Force Users to Authenticate (not just type or paste their own ORCID in). ORCID Registration then available as standard option But you can make it the default Any Register link will then go to ORCID first.

30 Standard EM Registration Unlike simple metadata, an ORCID id can be retrieved directly from ORCID

31 Register via ORCID Pre-Registration layout depends on the Ask users to register via ORCID by default setting, as well as sending the user to ORCID automatically

32 Users will see the same basic interaction as before, but we will retrieve more data

33 What is copied across? Given Name Family Name address(es) ORCID id (Authenticated) From Employment: Position Institution Department City State Country Keywords Includes Select Affiliation step for disambiguation

34 ORCID users control what is private; s & affiliations must be set to be seen by trusted parties or everyone for EM to be able to read them This allows us to pre-populate the registration page

35 Recommendation: Author & Co-Author ORCID Configured by Article Type for both: Corresponding Author on submission Co-Authors when they Verify Only seen if needed i.e. missing Authenticated ORCID Can be Required for Submission Good option is to make mandatory for submission instead of registration Co-author verification ORCID request only optional Use Co-Author Status to confirm

36 Corr. Author Verification Uses the secure interaction Corresponding Author can be asked for ORCID id during submission process if they don t have one

37 Corresponding Author Verification This can be made a Requirement for Submission; so submission process cannot be completed without an ORCID id

38 Co-Author Verification The Co-Author ORCID request slots into the verification process, with or without registration, with or without a Questionnaire to complete

39 Recommendations: ORCID SSO & Deep Link PolicyManager>Configure Login Page to enable ORCID SSO Required to allow login to existing record on e.g. Registration Is helpful to users & can persuade them to supply ORCID ids PolicyManager>Edit Letters to add Authentication Deep Link to Registration Confirmation Submission Confirmation Reviewer Invites/Instructions Send Batch Remember: it confirms existing Authenticated ORCID ids

40 ORCID Single Sign-On is a benefit for users who submit to, or review for multiple sites

41 There s an ORCID Authentication System merge field designed to be used in any letter; it confirms the ORCID id if the user has one, and is a link if an Authenticated id has not been retrieved e.g. an annual check your details batch letter!

42 Why? Database Cleanup Journal office bugbear: cleaning up the duplicate People records ORCID another item of metadata Authenticated ORCID indicates most recent active record Special case: a non-authenticated ORCID id does not prevent retrieval of a duplicate Authenticated copy But EM can now use ORCID ids to warn users of their existing records Reduce duplicates in the first place!

43 Cleanup: Merging Search People: Merge people records is the EM mechanism for removing duplicate records

44 Existing Record check, during Submission When a user retrieves an ORCID id; we check for existing records. Looks like this author registered in order to submit but forgot a previous registration.

45 Existing Record Check during Registration Had they registered with an ORCID, they would have found out even earlier here the ORCID id prevents an unnecessary registration

46 A new Register link can be added to your Web site this effectively combines Existing Person Check with ORCID SSO to route the user correctly gisterwithorcid.aspx Note EM routes the user appropriately

47 Recommendations: Proxy Registration Configure Proxy Registration: Sets the fields the Editor can supply. ORCIDs available We recommend keeping ORCID id as Hidden here i.e. Don t allow Editors to supply the id for someone else Older functionality (curse of the early adopter), deprecated Rely on users retrieving own ORCID id thus Authenticating it

48 Recommendations: Proxy registration Configure Expedited Reviewer Login: Sets the fields the Reviewer must supply if the Editor did not Make the ORCID Required to get the Reviewer to supply it Is this desirable for Reviewers? Probably not most journals ask from Authors only Also uses main Edit Registration Field Setting to Force Users to Authenticate. i.e. not just type or paste it in

49 Editor Proxy-Registers Editor supplies some initial details a configured sub-set of all registration fields. So the ORCID id can be included here but we recommend not.

50 Expedited Reviewer Login EM then asks the Reviewer for fields Required from them and not already supplied by the Editor

51 The End! Fin

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