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orcid.or g Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA What’s new in v2? The latest on ORCID API v2 & what it means for you Simeon Warner Director of IT for Library Linked Data and Repository Architecture Cornell University Library orcid.org/0000-0002-7970-7855

The Latest on ORCID API v2

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Page 1: The Latest on ORCID API v2

orcid.org

Contact Info: p. +1-301-922-9062 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA

What’s new in v2?The latest on ORCID API v2 & what it means for you

Simeon WarnerDirector of IT for Library Linked Data and Repository

ArchitectureCornell University Library

orcid.org/0000-0002-7970-7855

Catalina Oyler
hjhipster https://flic.kr/p/7guADn CC BY NC
Liz Krznarich
someone might want to use this image for something.Photo credit Daniel Steger (Lausanne, Switzerland) CC-BY-SA 2.5 https://commons.wikimedia.org/wiki/File:Expo02_op6987.jpg#/media/File:Expo02_op6987.jpg
Page 2: The Latest on ORCID API v2

Why v2.0Hooray, we’re launching a new API!Why? We’ll talk about that in a moment.It’s different from the current APICurrent API users: Some changes will be needed.We’ll talk about that, too.But it’s got great features that willmake things better for everyone!Ok then, let’s get to it.

2

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Why v2.0A brief history of ORCID…

• Nov 2012: ~26, 000 iDs + tiny records

3

NOV2012

<orcid-profile><given-names>Josiah</given-names><family-name>Carberry</family-name><biography>Bio</biography><email>[email protected]</email><orcid-works>

<orcid-work><identifier-type>doi</identifier-type>

<identifier-id>10.1087/20120404</identifier-id>

</orcid-work></orcid-works>

</orcid-profile>

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Why v2.0Things have changed.

• Now: ~2.6million iDs + MASSIVE records

4

OCT2016

Page 5: The Latest on ORCID API v2

Why v2.0Today ORCID includes:

• 15,356,999 works• 2,014,460 affiliation assertions• 207,048 funding items• 35,722 records with over 100 works• 81 member organizations posting works

5

Page 6: The Latest on ORCID API v2

Why v2.0

FANTASTIC! ...But API v1.2 just can’t keep up anymore.

HELLO v2.0! ...The ORCID API ofthe

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Reading ORCID Records

7

v1.2Read/write in big chunks

v2.0Read/write in tasty,

bite-sized pieces

Photo credit theimpulsivebuy CC BY-SA 2.0 https://flic.kr/p/tbrwZV Photo credit Andrea Westmoreland CC BY-SA 2.0 https://flic.kr/p/4GQ7pg

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v1.2 Reading ORCID Records

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v1.2: Reading record http://orcid.org/0000-0001-5109-3700

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v2.0 Reading ORCID Records

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{"last-modified-date": {"value": 1462157547720},"name": {"created-date": {"value": 1460757617078},"last-modified-date": {"value": 1460757617078},"given-names": {"value": "Josiah"},"family-name": {"value": "Carberry"},"credit-name": null,"source": null,"visibility": "PUBLIC","path": null},"other-names": {"last-modified-date": {"value": 1462157547720},"other-name": [{"created-date": {"value": 1462157351411},"last-modified-date": {"value": 1462157547720},"source": {"source-orcid": {"uri": "http://orcid.org/0000-0002-1825-0097","path": "0000-0002-1825-0097","host": "orcid.org"},"source-client-id": null,"source-name": {"value": "Josiah Carberry"}},"content": "Josiah Stinkney Carberry","visibility": "PUBLIC","path": "/0000-0002-1825-0097/other-names/732317","put-code": 732317,"display-index": 3},{"created-date": {"value": 1446663146889},"last-modified-date": {"value": 1462157547720},"source": {"source-orcid": {"uri": "http://orcid.org/0000-0002-1825-0097","path": "0000-0002-1825-0097","host": "orcid.org"},"source-client-id": null,"source-name": {"value": "Josiah Carberry"}},"content": "J. Carberry","visibility": "PUBLIC","path": "/0000-0002-1825-0097/other-names/565981","put-code": 565981,"display-index": 2},{"created-date": {"value": 1462157351418},"last-modified-date": {"value": 1462157547720},"source": {"source-orcid": {"uri": "http://orcid.org/0000-0002-1825-0097","path": "0000-0002-1825-0097","host": "orcid.org"},"source-client-id": null,"source-name": {"value": "Josiah Carberry"}},"content": "J. S. Carberry","visibility": "PUBLIC","path": "/0000-0002-1825-0097/other-names/732318","put-code": 732318,"display-index": 1}],"path": "/0000-0002-1825-0097/other-names"},"biography": {"created-date": {"value": 1460757617080},"last-modified-date": {"value": 1460757617080},"content": "Josiah Carberry is a fictitious person. This account is used as a demonstration account by ORCID, CrossRef and others who wish to demonstrate the interaction of ORCID with other scholarly communication systems without having to use a real-person's account.\r\n\r\nJosiah Stinkney Carberry is a fictional professor, created as a joke in 1929. He is said to still teach at Brown University, and to be known for his work in \"psychoceramics\", the supposed study of \"cracked pots\". See his Wikipedia entry for more details.","visibility": "PUBLIC","path": "/0000-0002-1825-0097/biography"},"path": "/0000-0002-1825-0097/personal-details"}

{"last-modified-date":{"value":1462157635636},"keyword":[{"created-date":{"value":1462157617244},"last-modified-date":{"value":1462157635636},"source":{"source-orcid":{"uri":"http://orcid.org/0000-0002-1825-0097","path":"0000-0002-1825-0097","host":"orcid.org"},"source-client-id":null,"source-name":{"value":"JosiahCarberry"}},"content":"psychoceramics","visibility":"PUBLIC","path":"/0000-0002-1825-0097/keywords/434187","put-code":434187,"display-index":3},{"created-date":{"value":1462157414545},"last-modified-date":{"value":1462157635636},"source":{"source-orcid":{"uri":"http://orcid.org/0000-0002-1825-0097","path":"0000-0002-1825-0097","host":"orcid.org"},"source-client-id":null,"source-name":{"value":"JosiahCarberry"}},"content":"ionianphilology","visibility":"PUBLIC","path":"/0000-0002-1825-0097/keywords/434184","put-code":434184,"display-index":2}],"path":"/0000-0002-1825-0097/keywords"}

{"last-modified-date":{"value":1462157645967},"researcher-url":[{"created-date":{"value":1446663146890},"last-modified-date":{"value":1462157645967},"source":{"source-orcid":{"uri":"http://orcid.org/0000-0002-1825-0097","path":"0000-0002-1825-0097","host":"orcid.org"},"source-client-id":null,"source-name":{"value":"JosiahCarberry"}},"url-name":"BrownUniversityPage","url":{"value":"http://library.brown.edu/about/hay/carberry.php"},"visibility":"PUBLIC","path":"/0000-0002-1825-0097/researcher-urls/568395","put-code":568395,"display-index":2},{"created-date":{"value":1446663146889},"last-modified-date":{"value":1462157645967},"source":{"source-orcid":{"uri":"http://orcid.org/0000-0002-1825-0097","path":"0000-0002-1825-0097","host":"orcid.org"},"source-client-id":null,"source-name":{"value":"JosiahCarberry"}},"url-name":"WikipediaEntry","url":{"value":"http://en.wikipedia.org/wiki/Josiah_Carberry"},"visibility":"PUBLIC","path":"/0000-0002-1825-0097/researcher-urls/568394","put-code":568394,"display-index":1}],"path":"/0000-0002-1825-0097/researcher-urls"}

Personal Details

Keywords

Websites

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v2.0 Reading ORCID Records

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Sections returned in 2.0Activities /activities

All biographical information /person

Address /address

Email /email

External Identifiers /external-identifiers

Keywords /keywords

Other names /other-names

Names and biography /personal-details

Websites /researcher-urls

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v2.0 Reading ORCID Records

11

Read by sectionEx: Read activities ection curl -H 'Content-Type: application/orcid+xml' -H 'Authorization: Bearer f3f932ad-d645-4cdb-a6eb-be1beeb50fea' 'https://api.sandbox.orcid.org/v2.0_rc3/0000-0002-6945-7290/activities’ -L -i -k

...or use a put-code to read a single itemEx: Read a single workcurl -H 'Content-Type: application/vdn.orcid+xml' -H 'Authorization: Bearer 2e5b87f0-57c9-44a8-96d3-3bae005598a7' -X GET 'https://pub.sandbox.orcid.org/v2.0_rc3/0000-0002-6945-7290/work/708456' -i

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

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Updating ORCID Records

12

v1.2Update everything

v2.0Update/delete individual

items

Photo credit teadrinker https://flic.kr/p/4xpuTb CC BY ND Photo credit Christo de Klerk https://flic.kr/p/8LowuV CC BY NC

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v2.0 Updating ORCID Records

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Update and Delete● Update/delete items with your client ID as the source● Need token with /activities/update scope● URL format: https://api.sandbox.orcid.org/v2.0_rc3/[ORCID]/[ACTIVITY-TYPE]/[PUT-CODE]

Update a work:curl -i -H 'Content-type: application/orcid+xml' -H 'Authorization: Bearer dd91868d-d29a-475e-9acb-bd3fdf2f43f4' -d '@work-updated.xml' -X PUT 'https://api.sandbox.orcid.org/v2.0_rc3/0000-0002-1306-4180/work/12345'

Delete a work: curl -i -H 'Content-type: application/orcid+xml' -H 'Authorization: Bearer dd91868d-d29a-475e-9acb-bd3fdf2f43f4' -X DELETE 'https://api.sandbox.orcid.org/v2.0_rc3/0000-0002-1306-4180/work/12345'

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

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Permissions

14

v1.2lots of overlapping

scopesv2.0

4 scopes for all access

Photo credit Jenny Mackness https://flic.kr/p/qCEVha CC BY NC SA

Photo credit mewewering https://pixabay.com/p-615239 CC0

Catalina Oyler
Gandalf's Gallery https://flic.kr/p/xaWzYE CC BY NC SA
Page 15: The Latest on ORCID API v2

v1.2 Permissions

Requesting authorization with all 1.2 scopes

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v2.0 Permissions

v2.0 Scopes (just 4!)

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

16

/authenticate get a user’s ORCID iD/read-limited read public and limited information

from an ORCID record/activities/update write, update, and delete items in

the activities section/orcid-bio/update write, update, and delete items in

the biography section

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Activities Summary

17

v1.2all the details for each

activityv2.0activities summary

Photo credit j e r e m y https://flic.kr/p/wgSYTz CC BY NC ND

Photo credit Aminul Islam Sajib https://flic.kr/p/mmuCPi CC BY NC ND

Page 18: The Latest on ORCID API v2

v1.2 Activities

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A single work in v1.2

Page 19: The Latest on ORCID API v2

v2.0 Activities Summary

19

work summary in 2.0

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v2.0 Activities Summary

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Activities Summary● Just the basics about each activity

○ title○ type○ dates○ identifiers○ creation/modification/source metadata

Get a summary:curl -i -H "Accept: application/orcid+xml" -H 'Authorization: Bearer dd91868d-d29a-475e-9acb-bd3fdf2f43f4' 'https://api.sandbox.orcid.org/v2.0_rc3/0000-0002-1306-4180/activities'

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

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Ordering

21

v1.2no order

v2.0display index & groups

Photo credit hjhipster https://flic.kr/p/7guADn CC BY NCPhoto credit April Scott https://flic.kr/p/5EBaJb CC BY NC ND

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v1.2 Ordering

22

v1.2: Keyword order in the UI vs. API

Liz Krznarich
[email protected] can you add a code snippet that shows display order (w/index) in v2?
Page 23: The Latest on ORCID API v2

v2.0 Ordering

23

v2.0 Keyword

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v2.0 Ordering

24

v2.0 Display Order

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

Section Display index is...Bio Order of items set by the

user (highest number first)

Activities For items with the same external ID (which are grouped in the interface and API), order of an item within its group (highest number is preferred version)

All 0 until sorted by the user

Page 25: The Latest on ORCID API v2

External Identifiers

25

v1.2external identifiers

v2.0robust external

identifiers

Photo credit sj leiw https://flic.kr/p/5SiHP7 CC BY NC ND Photo credit richardghawley https://flic.kr/p/6gmVqB CC BY ND

Page 26: The Latest on ORCID API v2

External Identifiers

26

ISSN identifier in v1.2

ISSN identifier in v2.0

←Only default links

Can’t tell if the identifier should be used when creating groups ↓

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v2.0 External Identifiers

27

New identifier fieldsID Relationship<common:external-id-relationship> indicates if the identifier is for the item itself (self) or a larger whole (part-of)

ID URL<common:external-id-url> specifies where the identifier links out to

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

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Source Info

28

v1.2source sometimes...

v2.0source, created date,

modified date for everything

Photo credit Wolfgang Korn Photo credit Brian Moore https://flic.kr/p/cMiPR CC BY SA

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v1.2 Source Info

29

<orcid-history><creation-method>Direct</creation-method><submission-date>2016-07-13T22:24:21.651Z</submission-date><last-modified-date>2016-10-05T16:30:57.131Z</last-modified-date><claimed>true</claimed><verified-email>false</verified-email><verified-primary-email>false</verified-primary-email></orcid-history>

v1.2 can tell you something on this record changed today, but you’ll need to compare it to an older version to find out

what

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v2.0 Source Info

30

Standardized Source InfoItems<common:created-date><common:last-modified-date><common:source>

Groups<common:last-modified-date>

Sections<common:last-modified-date>

Last modified is hierarchical: when an item changes the dates on the group and section are updated as wellSee: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/common_2.0_rc3

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Error Messages

31

v1.2human readable errors,

sometimes

v2.0detailed error messages

& referencePhoto credit Matthew https://flic.kr/p/5AEXKV CC BY NC ND Photo credit Jessica May Oyler

Catalina Oyler
Amber Lowrey https://flic.kr/p/5uonj8 CC BY NC ND
Page 32: The Latest on ORCID API v2

v1.2 Error Messages

32

<error-desc>javax.xml.bind.UnmarshalException - with linked exception:[org.xml.sax.SAXParseException; lineNumber: 1; columnNumber: 44; The processing instruction target matching "[xX][mM][lL]" is not allowed.]</error-desc>

<error-desc>com.sun.jersey.api.MessageException: A message body reader for Java class org.orcid.jaxb.model.message.OrcidMessage, and Java type class org.orcid.jaxb.model.message.OrcidMessage, and MIME media type application/vdn.orcid was not found.</error-desc>

<error-desc>javax.xml.bind.UnmarshalException: unexpected element (uri:"", local:"orcid-message"). Expected elements are &lt;{http://www.orcid.org/ns/orcid}activities-visibility-default&gt;,&lt;{http://www.orcid.org/ns/orcid}address&gt;,&lt;{http://www.orcid.org/ns/orcid}affiliation&gt;,&lt;{http://www.orcid.org/ns/orcid}affiliation-city&gt;,&lt;{http://www.orcid.org/ns/orcid}affiliation-country&gt;,&lt;{http://www.orcid.org/ns/orcid}affiliation-region&gt;,&lt;{http://www.orcid.org/ns/orcid}affiliation-type&gt;,&lt;{http://www.orcid.org/ns/orcid}agency-name&gt;,&lt;{http://www.orcid.org/ns/orcid}agency-orcid&gt;,&lt;{http://www.orcid.org/ns/common}amount&gt;,&lt;{http://www.orcid.org/ns/orcid}amount&gt;,&lt;{http://www.orcid.org/ns/orcid}application-name&gt;,&lt;{http://www.orcid.org/ns/orcid}application-orcid&gt;,&lt;{http://www.orcid.org/ns/orcid}application-summary&gt;,&lt;{http://www.orcid.org/ns/orcid}application-website&gt;,&lt;{http://www.orcid.org/ns/orcid}applications&gt;,&lt;{http://www.orcid.org/ns/orcid}approval-date&gt;,&lt;{http://www.orcid.org/ns/orcid}assignee&gt;,&lt;{http://www.orcid.org/ns/orcid}assignee-name&gt;,&lt;{http://www.orcid.org/ns/orcid}assignee-orcid&gt;,&lt;{http://www.orcid.org/ns/notification}authorization-url&gt;,&lt;{http://www.orcid.org/ns/orcid}biography&gt;,&lt;{http://www.orcid.org/ns/orcid}claimed&gt;,&lt;{http://www.orcid.org/ns/orcid}completion-date&gt;,&lt;{http://www.orcid.org/ns/orcid}contact-details&gt;,&lt;{http://www.orcid.org/ns/common}contributor&gt;,&lt;{http://www.orcid.org/ns/funding}contributor&gt;,&lt;{http://www.orcid.org/ns/orcid}contributor&gt;,&lt;{http://www.orcid.org/ns/common}contributor-attributes&gt;,&lt;{http://www.orcid.org/ns/orcid}contributor-attributes&gt;,&lt;{http://www.orcid.org/ns/common}contributor-email&gt;,&lt;{http://www.orcid.org/ns/orcid}contributor-email&gt;,&lt;{http://www.orcid.org/ns/common}contributor-orcid&gt;,&lt;{http://www.orcid.org/ns/orcid}contributor-orcid&gt;,&lt;{http://www.orcid.org/ns/orcid}contributor-role&gt;,&lt;{http://www.orcid.org/ns/orcid}contributor-sequence&gt;,&lt;{http://www.orcid.org/ns/funding}contributorAttributes&gt;,&lt;{http://www.orcid.org/ns/funding}contributors&gt;,&lt;{http://www.orcid.org/ns/common}country&gt;,&lt;{http://www.orcid.org/ns/orcid}country&gt;,&lt;{http://www.orcid.org/ns/common}created-date&gt;,&lt;{http://www.orcid.org/ns/orcid}created-date&gt;,&lt;{http://www.orcid.org/ns/orcid}creation-method&gt;,&lt;{http://www.orcid.org/ns/common}credit-name&gt;,&lt;{http://www.orcid.org/ns/orcid}credit-name&gt;,&lt;{http://www.orcid.org/ns/common}day&gt;,&lt;{http://www.orcid.org/ns/orcid}day&gt;,&lt;{http://www.orcid.org/ns/orcid}deactivation-date&gt;,&lt;{http://www.orcid.org/ns/orcid}delegate-summary&gt;,&lt;{http://www.orcid.org/ns/orcid}delegation&gt;,&lt;{http://www.orcid.org/ns/orcid}delegation-details&gt;,&lt;{http://www.orcid.org/ns/orcid}department-name&gt;,&lt;{http://www.orcid.org/ns/orcid}deprecated&gt;,&lt;{http://www.orcid.org/ns/orcid}deprecated-date&gt;,&lt;{http://www.orcid.org/ns/orcid}developer-tools-enabled&gt;,&lt;{http://www.orcid.org/ns/orcid}disambiguated-affiliation-identifier&gt;,&lt;{http://www.orcid.org/ns/common}disambiguatedOrganization&gt;,&lt;{http://www.orcid.org/ns/orcid}disambiguation-source&gt;,&lt;{http://www.orcid.org/ns/education}education&gt;,&lt;{http://www.orcid.org/ns/orcid}email&gt;,&lt;{http://www.orcid.org/ns/employment}employment&gt;,&lt;{http://www.orcid.org/ns/orcid}encrypted-password&gt;,&lt;{http://www.orcid.org/ns/orcid}encrypted-security-answer&gt;,&lt;{http://www.orcid.org/ns/orcid}encrypted-verification-code&gt;,&lt;{http://www.orcid.org/ns/orcid}end-date&gt;,&lt;{http://www.orcid.org/ns/notification}external-id&gt;,&lt;{http://www.orcid.org/ns/orcid}external-id-common-name&gt;,&lt;{http://www.orcid.org/ns/orcid}

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v2.0 Error Messages

33

v2.0 Error message anatomy

Example:<error xmlns="http://www.orcid.org/ns/error">

<response-code>400</response-code><developer-message>javax.ws.rs.WebApplicationException:

javax.xml.bind.UnmarshalException - with linked exception:[org.xml.sax.SAXParseException; lineNumber: 1; columnNumber: 1779; cvc-complex-type.2.4.a: Invalid content was found starting with element 'common:external-id-relationship'. One of '{"http://www.orcid.org/ns/common":external-id-value}' is expected.]</developer-message>

<user-message>ORCID could not process the data, because they were invalid.</user-message>

<error-code>9001</error-code><more-info>http://members.orcid.org/api/api-error-codes</more-info></

error>See: http://members.orcid.org/api/api-error-codes

<response-code> HTML status code<developer-message> Details about what went wrong<user-message> Friendly message you should display to users<error-code> ORCID code for more info on how to fix the

error

Page 34: The Latest on ORCID API v2

Sacred Fields

34

v1.2overwrite user data

v2.0fields are sacred to user

Photo credit Jeff Warren https://flic.kr/p/z6K1L CC BY SA Photo credit Hans Hillewaert https://commons.wikimedia.org/wiki/File:Rosetta_Stone.JPG CC BY SA

Page 35: The Latest on ORCID API v2

v1.2 Sacred Fields

35

v1.2: Names can be overwritten via API...by members with bad data in their system

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v2.0 Sacred Fields

36

Some fields can only be edited by the user● <personal-details:given-names>● <personal-details:family-name>● <personal-details:credit-name>● <person:biography>

Generally, fields that can only be edited by users are non-repeatable, except...Email field cannot be edited! (security feature)

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/record_2.0_rc3

Page 37: The Latest on ORCID API v2

XSD

37

v1.2One messy XSD

v2.0multiple pieces &

consistency

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Page 38: The Latest on ORCID API v2

XSD

38

<work-external-identifiers> <work-external-identifier>

<work-external-identifier-type>doi</work-external-identifier-type><work-external-identifier-id>10.1087/20120404</work-external-identifier-id>

</work-external-identifier></work-external-identifiers>

<funding-external-identifiers> <funding-external-identifier>

<funding-external-identifier-type>grant_number</funding-external-identifier-type>

<funding-external-identifier-value>1234</funding-external-identifier-value><funding-external-identifier-url>www.funding.com/1234</funding-external-

identifier-url> </funding-external-identifier></funding-external-identifiers>

<external-identifiers> <external-identifier>

<external-id-common-name>Scopus Author ID</external-id-common-name><external-id-reference>6602258586</external-id-reference><external-id-url>http://www.scopus.com/inward/authorDetails.url?

authorID=6602258586</external-id-url> </external-identifier></external-identifiers>

Three different ways of recording an identifier in 1.2

Page 39: The Latest on ORCID API v2

v1.2 XSD

39

Stuff that’s in the 1.2 XSD

Internal fields

Stuff we never supported

Items we stopped using

Page 40: The Latest on ORCID API v2

v2.0 XSD

40

1.2: Same elements in multiple XSDs Name spaces used in the XML document

2.0: Common XSD for repeated elements● Item metadata● Source● External identifiers● Dates● Organizations● Language● URLs● ORCID iDs

See: https://github.com/ORCID/ORCID-Source/tree/master/orcid-model/src/main/resources/common_2.0_rc3

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Peer Review

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v2.0Peer review!

Photo credit Photo credit AJC1 CC BY-SA 2.0 https://flic.kr/p/bgepei

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v2.0 Peer ReviewNew activities section: Peer review● Grouped by journal, organization, etc (source

adding the item decides)● Minimal metadata required - OK for closed

reviews● API only - users can’t add/edit peer review

activities

See: http://members.orcid.org/api/peer-review-getting-started

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Thanks!Questions?

Simeon [email protected] (presenter)

Catalina [email protected] (deck creator)

ORCID Support [email protected]