ORCID Reviewer Attribution Integration

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Revision as of 10:26, 26 July 2024 by Chris Kulczyk (talk | contribs) (Connection Setup)

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Overview

ORCID integration in SmartSimple Cloud streamlines the grant application process for researchers by enabling the populating of their professional review summary to ORCID profiles. This automation saves time, reduces errors, and minimizes administrative burden, allowing researchers to focus more on their research activities.

For research funding organizations, this integration offers improved data quality and accuracy. By leveraging ORCID’s verified data, these organizations can ensure precise information for funding decisions, reducing the need for extensive data verification.

In the peer review process, ORCID integration links reviewers’ expertise and histories with their ORCID iDs, ensuring appropriate matching to grant applications. This improves the relevance and quality of reviews. Additionally, ORCID allows peer reviewers to include their reviewing activities in their ORCID records, providing professional recognition and encouraging more researchers to participate in the peer review process.

The ORCID API is essential for the integration process, enabling real-time access to researchers’ ORCID records. This facilitates authentication, data synchronization, and continuous updates within grant management systems. By automating these tasks, the API enhances user experience for researchers and administrators, ensuring accurate and up-to-date information.

In the following sections, we will describe how to configure this integration in the SmartSimple Cloud system.

Configuration – Essentials

Start here to Enabling ORCID Within Your System.

Configuration - Advanced

UTA Settings

Fields Setup

  1. Navigate to the UTA where you want to configure your fields mapping used for reviewer attribution.
  2. Add all necessary fields to the L1 object e.g. application as per example screenshot below.
Application fields used for ORCID attribution integration.

Not all fields are mandatory to complete.

Main mandatory fields are described below

Funding type Matches ORCID values
Title of funded project
Language of this title Matches ORCID values
Currency code Matches ORCID values
Total Funding Amount
Funding Agency Identifier Example: ORCID verifies this link with the CrossRef list.

Working with Organization Identifiers

Funding Agency Name ORCID uses the identifier link to identify the funding organization.
Funding Agency City
Funding Agency Country Matches ORCID values. ORCID checks the country code against the agency specified in Funding Agency Identifier.
Record Identifier Type Matches ORCID values. For awards, choose “grant_number”.

ORCID identifier types

Record Relationship Matches ORCID values.

ORCID identifier types

Connection Setup

  1. Go to the UTA settings page where you have created all attribution fields
  2. Go to Settings > ConnectivityORCID Peer Review Field Mapping

Workflow Setup

System Call Setup

See Also

Enable ORCID within your system