Difference between revisions of "ORCID Reviewer Attribution Integration"
(→UTA Settings) |
(→Connection Setup) |
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| Line 35: | Line 35: | ||
|- | |- | ||
||'''Funding type''' | ||'''Funding type''' | ||
| − | ||Matches ORCID values | + | ||Matches ORCID values.<br />Field values should be limited to: award, contract, grant, salary-award. |
|- | |- | ||
||'''Title of funded project''' | ||'''Title of funded project''' | ||
| Line 41: | Line 41: | ||
|- | |- | ||
||'''Language of this title''' | ||'''Language of this title''' | ||
| − | ||Matches ORCID values | + | ||Matches ORCID values.<br />Field values should be limited to ORCID specified language codes. |
|- | |- | ||
||'''Currency code''' | ||'''Currency code''' | ||
| − | ||Matches ORCID values | + | ||Matches ORCID values.<br />Field values should be limited to ORCID specified currency codes. |
|- | |- | ||
||'''Total Funding Amount''' | ||'''Total Funding Amount''' | ||
| Line 50: | Line 50: | ||
|- | |- | ||
||'''Funding Agency Identifier''' | ||'''Funding Agency Identifier''' | ||
| − | || | + | ||ORCID verifies this link with the CrossRef list.<br data-attributes="%20/"> |
[https://info.orcid.org/documentation/integration-guide/working-with-organization-identifiers/ Working with Organization Identifiers] | [https://info.orcid.org/documentation/integration-guide/working-with-organization-identifiers/ Working with Organization Identifiers] | ||
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| Line 60: | Line 60: | ||
|- | |- | ||
||'''Funding Agency Country''' | ||'''Funding Agency Country''' | ||
| − | ||Matches ORCID values | + | ||Matches ORCID values. |
|- | |- | ||
||'''Record Identifier Type''' | ||'''Record Identifier Type''' | ||
| − | ||Matches ORCID values. For awards, choose “grant_number”.<br data-attributes="%20/"> | + | ||<br />Matches ORCID values. For awards, choose “grant_number”.<br data-attributes="%20/"> |
[https://pub.orcid.org/v3.0/identifiers ORCID identifier types] | [https://pub.orcid.org/v3.0/identifiers ORCID identifier types] | ||
|- | |- | ||
||'''Record Relationship''' | ||'''Record Relationship''' | ||
| − | ||Matches ORCID values.<br data-attributes="%20/"> | + | ||Matches ORCID values.<br />Field values should be limited to: self, part-of<br data-attributes="%20/"> |
[https://pub.orcid.org/v3.0/identifiers ORCID identifier types] | [https://pub.orcid.org/v3.0/identifiers ORCID identifier types] | ||
| + | |- | ||
| + | ||'''Contributor role''' | ||
| + | ||Field values should be limited to: lead, co-lead, supported-by, other-contribution | ||
| + | |- | ||
| + | ||'''Contributor Fund Code''' | ||
| + | ||Stores uploaded ORCID fund code. If funding data is uploaded to contributor's ORCID profile successfully, a fund code is returned as the unique identifier of this fund data on user's profile. | ||
| + | |- | ||
| + | ||'''Exclude Contributor''' | ||
| + | ||Value should be 0 or 1. A value of 0 or empty means contact will be exported to ORCID as contributor of the fund record. A value of 1 means contact will not be exported to ORCID. | ||
| + | |- | ||
| + | ||'''Error Message''' | ||
| + | ||Stores error message returned from ORCID | ||
|} | |} | ||
Revision as of 09:44, 26 July 2024
Contents
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
- Navigate to the UTA where you want to configure your fields mapping used for reviewer attribution.
- Add all necessary fields to the L1 object e.g. application as per example screenshot below.
Connection Setup
- Go to the UTA settings page where you have created all attribution fields
- Go to Settings > Connectivity > ORCID Funding Field Mapping.
Not all fields are mandatory to complete.
Mandatory fields are described below
| Funding type | Matches ORCID values. Field values should be limited to: award, contract, grant, salary-award. |
| Title of funded project | |
| Language of this title | Matches ORCID values. Field values should be limited to ORCID specified language codes. |
| Currency code | Matches ORCID values. Field values should be limited to ORCID specified currency codes. |
| Total Funding Amount | |
| Funding Agency Identifier | ORCID verifies this link with the CrossRef list. |
| Funding Agency Name | ORCID uses the identifier link to identify the funding organization. |
| Funding Agency City | |
| Funding Agency Country | Matches ORCID values. |
| Record Identifier Type | Matches ORCID values. For awards, choose “grant_number”. |
| Record Relationship | Matches ORCID values. Field values should be limited to: self, part-of |
| Contributor role | Field values should be limited to: lead, co-lead, supported-by, other-contribution |
| Contributor Fund Code | Stores uploaded ORCID fund code. If funding data is uploaded to contributor's ORCID profile successfully, a fund code is returned as the unique identifier of this fund data on user's profile. |
| Exclude Contributor | Value should be 0 or 1. A value of 0 or empty means contact will be exported to ORCID as contributor of the fund record. A value of 1 means contact will not be exported to ORCID. |
| Error Message | Stores error message returned from ORCID |
