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    7. ORCID URI Enrichment for Bib Records Using Alma Refine

    ORCID URI Enrichment for Bib Records Using Alma Refine

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    1. Request Public API Credentials from ORCID
    Translatable
    To configure an ORCID integration profile, you must have the following role:
    • General System Administrator
    Administrators can configure an integration profile for ORCID in Alma that enables them to use their ORCID credentials to add ORCID URIs into their Bib records using the Alma Refine cloud app.
    Only a single ORCID integration profile can be added per institution.

    See also:

    • For information on integration profiles, see External Systems.
    • For Alma Refine cloud app, see Alma Refine in the Ex Libris Developer Network.
    • For information on activating and using the cloud app, see How to activate and use Alma Refine.

     

    To configure the ORCID integration profile for your institution:
    1. On the Integration Profile List page (Configuration menu > General > External Systems > Integration Profiles), select Add Integration Profile. Page 1 of the Add Integration Profile wizard appears.

      Add Integration Profile p1  

      Configuring an ORCID Profile (Page 1)
    2. Under Integration Type, select ORCID (do not select the code and the name). The page refreshes with relevant fields for the profile.
    3. Select Next. Page 2 of the wizard appears.
      ORCID Integration Profile - page 2 of wizard
      Configuring an ORCID Profile (Page 2)
    4. On page 2 of the wizard, configure the following fields:
      • Client ID - enter your ORCID client ID.
        The integration with ORCID is available with ORCID's Public API Credentials. Please use the relevant credentials. For more information, see Request Public API Credentials from ORCID.
      • Client Secret – enter your ORCID client secret.
    5. Select Save.

    Once the integration profile is complete, you can select ORCID from the list of Refine services in the Alma Refine cloud app.

    Request Public API Credentials from ORCID

    A public API can be requested from ORCID: https://info.orcid.org/documentation/features/public-api/ 

    Requesting the public API credentials from ORCID requires the user to define the integration also on ORCID's side as well.
    Inside the ORCID profile, users need to define the URI of Alma that will be creating the requests to ORCID.
    In the personal profile, under "developers tools" the following needs to be defined:

    • Application Name
    • Application URL
    • Application description
    • Redirect URI - this needs to be the base URI of the institution's Alma (XXX.alma.exlibrisgroup.com)

    The user needs to add the Public API credentials into the integration profile. 
    Once the credentials are added, the user has the option to select ORCID in Alma Refine.

    ORCID option in Alma Refine

    ORCID option in Alma Refine

    ORCID matching options are retrieved while displaying the current affiliation in parentheses.

    Alma Refine displaying ORCID matching options with current affiliations

    Alma Refine displaying ORCID matching options with current affiliations

    Once a profile is selected and saved, the URI is added to the relevant subfield in the record.

    ORCID - Alma Refine - URI saved to subfield

    ORCID - Alma Refine - URI saved to subfield
    View article in the Exlibris Knowledge Center
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