orcid and e-prints

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ORCID and EPrints Lizz Jennings Technical Data Officer University of Bath Helen Cooper Repository Manager & University Archivist University of Central Lancashire

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ORCID and EPrintsLizz JenningsTechnical Data Officer

University of Bath

Helen CooperRepository Manager & University Archivist

University of Central Lancashire

Introduction• EPrints Repository Software widely used in UK and has a global community of

users• No native support for ORCID, but several plugins exist for implementation• At ORCID and EPrint meetings in 2016, it was clear that users wanted

solutions… “ORCID integration should be a core feature of the repository. Unique and consistent identifiers for authors is a per-requisite for meaningful metadata aggregation and linked data across repositories.”

• …and that developers had already done work but were looking to align and apply their solutions.• There was a need to work out what was needed and what was available• Carried out information gathering exercise followed by a survey

Does your organisation have EPrints?• 30 institutions responded

• Even split between hosted and local implementations

• Hosting split evenly between EPrints Services and ULCC

Have you already implemented ORCID in EPrints?

• Most institutions haven’t yet implemented any ORCID integration in Eprints

• Those responding “Other” were often in the process of adding ORCID functionality, or had a partial implementation

Which types of integration are you interested in?• The majority of respondents

wanted full integration with ORCID

• 11 respondents wanted both Tier 1 and Tier 2 functionality

• For those who responded “Other”, the key issue was linking authors to their ORCID ID

Author disambiguation and displayOne theme which emerged was proper author disambiguation in EPrints:

• “…author disambiguation is key for subsequent use (e.g. publication lists…”

• “It is absolutely essential that there is full integration which includes pulling name variants together in author index…”

• Consistent, attractive and useful display of the ID associated with authors and outputs on abstract pages

• Ability to report using ORCID ids and featuring in all output formats

Linking ORCID and EPrintsKey themes are for simpler, more elegant, more comprehensive integration

• Those who did not use another system wanted to enable researchers to be able to create an ORCID ID from Eprints:

“…would like to integrate ORCID and EPrints so that people can create IDs from within EPrints...”

• There was some preference for administrator functionality above depositor and for documentation to enable reporting, and consistent use within and across institutions:

“It is absolutely essential that there is full integration which includes pulling name variants together in author index, auto-population of an ORCID ID where it has already been inputted by a depositor and in due course, data integration with other systems.”

Development work already availableSeveral developers noted their existing work on integration and all are keen to share and build on work already done:

“…There is no point re-inventing the wheel.”

“…intend to share my plugin with the community and develop it further…”

“… the community should be careful to ensure that whatever developments we and EPrints Services / ULCC create should (be) consistent … across the community and …(should not require)… further customisation.”

Key Features needed• Record ORCID IDs as a creator subfield (Pittsburgh approach) (searchable and open)

• ORCID ID look-up (prioritises local authors first) & validation

• Display ORCID ID as a link in EPrint abstract page & page metadata

• Include ORCID in all metadata export formats (JSON, CSV)

• Import / Export from ORCID for administrators

• Record permissions for ORCID connection

Recommendations• Produce a single product that combines existing work into a single Bazaar

package to answer the needs of the community as detailed above.

• Fund comprehensive documentation to help us all make the best use of the work done.

• Support for HEI administrators in implementing ORCID and encouraging take-up with HEIs

• The JISC consortium website is the perfect place for this.

Any Questions?The report: http://opus.bath.ac.uk/52526/

The data: http://doi.org/10.15125/BATH-00253

The people:• Lizz Jennings, Technical Data Officer, University of Bath,

[email protected]• Helen Cooper, Repository Manager, University of Central Lancashire

[email protected]