ANU ORCID Updater
Web Interface User Manual
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Australia License.
Contents
Overview 3
License 3
ORCID Updater 3
ORCID Updater Security Model 3
Features at a Glance 3
ORCID Updater Web Interface 3
System Requirements 3
Accessing the Web Site 3
Page Layout 4
Logging in 5
Create ORCID record 6
Link ORCID record 6
Post ORCID Identifier Creation/Linking 8
View Publication Information 9
Add publications to ORCID profile 10
Update Publications in ORCID 12
Overview
This document explains how to use the ANU ORCID Updater system as a User after it has been deployed and configured as described in the System Administrator's manual.
This user manual contains screenshots from a development/testing environment. There will be some minor differences between a production and a development environment. Please make appropriate changes when working in the production environment.
License
Use of ANU ORCID Updater is governed by the GNU GPL3 license.
ORCID Updater
The ANU ORCID Updater System has been implemented to maintain researcher’s ORCID profiles. It stores some basic information about a researcher and their publications. The system allows the user to select to create a new ORCID, link their account with an ORCID and to add and update publications in their ORCID account.
ORCID Updater Security Model
At this time the system only allows users to view their own ORCID records and to perform actions on their own account. The user is required to log in to access this information.
Features at a Glance
· Ability to import basic biographical information and publications
· Ability to create an ORCID profile with the biographical information and publications
· Ability to claim an ORCID such that the system knows the users ORCID identifier
· Ability to add publications to a user’s ORCID profile
· Ability to update publications in a user’s ORCID profile
ORCID Updater Web Interface
System Requirements
Accessing the Data Commons Web Interface requires the following software on the user's machine:
· A compatible web browser: the desktop variant of Firefox is recommended. Microsoft Internet Explorer and Google Chrome may work but are untested.
Accessing the Web Site
In the following examples it is assumed that the updated is hosted on the web host example.anu.edu.au. Please change this as appropriate.
Type https://exampleanu.edu.au/orcid in the address bar of your web browser and press Enter. The home page similar to the one below will appear:
Page Layout
The ANU ORCID Updater uses standard ANU style sheets. All pages in the system will look similar to the page below and contain similar layout elements:
1. Explore bar
2. Site banner
3. Menu area
4. Content area
5. Site footer
6. ANU footer
Logging in
To log into the system you must have a valid ANU university ID and password. Click the Login link in the top left corner.
Enter your username (ANU university ID) and password and click the Login button.
When logged in your screen should automatically direct to the page with your profile information.
Create ORCID record
If a user does not have an existing ORCID record they can use the ORCID Updater to create a new record from using the information held in their local profile in the ORCID updater.
To do so click the “Create Orcid Profile” link.
After the ORCID profile is created it will return the user to the profile page and the newly created ORCID identifier will be displayed on the page along with the rest of their profile information. ORCID will also send the user an email about their account creation.
If there is a problem when creating the record instead of returning the user to the profile page an error message will be displayed. Often this will occur if the user already has an ORCID. To verify if this is the issue please go to http://orcid.org/ and login to the system using your ORCID identifier and password.
Link ORCID record
If a user has an existing ORCID record they can link/import their ORCID identifier to the ANU ORCID Updater system via clicking the “Link Existing Orcid Profile” link.
This will then redirect you to the ORCID Authentication site at which point you will need to authenticate with your credentials.
After logging in to ORCID it will request to access to Read limited information from your ORCID Record.
If “Authorize” is clicked the system will then send your ORCID to the ORCID Updater application. The user will then return the user to the profile page and their ORCID identifier will be displayed on the page along with the rest of their profile information.
Post ORCID Identifier Creation/Linking
The following screenshot identifies what has changed
View Publication Information
To view the information about a publication aside from the title please click on a publication title.
After the publication title has been clicked, the publication information will be shown below the publication title.
Add publications to ORCID profile
To Add your publications to your publication list in ORCID click the “Export Publications to Orcid” link.
This will then redirect you to the ORCID Authentication site at which point you will need to authenticate with your ORCID username and password.
After logging in to ORCID it will request permission for the ability to Add publications.
After “Authorize” is clicked the publications will be sent to the users ORCID profile, those publications that did not previously exist will be added to the profile. The user will then be returned to the profile information page.
Update Publications in ORCID
To Update your publications to your publication list in ORCID click the “Export Publications to Orcid” link.
After logging in it will ask for your permission to read limited information and update your publications.
After “Authorize” is clicked the publications will be sent to the users ORCID profile, the publications will be updated with the current publication information. The user will then be returned to the profile information page.
Page 1 of 12