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orcid.org
beyond what is ORCID...
...using the API
2016 february 15
laura paglione
technical director, ORCID
L.Paglione@ORCID.org
http://orcid.org/0000-0003-3188-6273
Contact Info: p. +1-301-500-2139 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
orcid.org 2
the other stuff that has to happen
•  communications
•  rollout timing
•  evangelism – encouraging use
...can be much harder & more time consuming than using the API
let’s not get ahead of ourselves...
PHOTO: 3/2 nuts © M.G. Kafkas
https://flic.kr/p/4XytpS
orcid.org
basic API flow
ORCID Record
Yes!
Do you have
permission to do what
you want to do?
Get the permission;
store iD and “token”
Read the record or
update the record
No
OAuth
orcid.org 4
API (Application Programming Interface) –
interface that lets one software program “talk”
with another, exchanging data behind the scenes.
An ad, but good basic info about what an API can do:
http://paidpost.nytimes.com/ca-technologies/apis-the-building-
blocks-of-the-app-economy.html
what is an API?
PHOTO: 3/2 nuts © M.G. Kafkas
https://flic.kr/p/4XytpS
orcid.org 5
•  permissions / scopes – your contract with the user
•  the ORCID messages – format of the data exchanged
•  OAuth calls – the permission protocol – how you “execute
the contract”
•  ORCID-specific calls – providing & receiving information
with the registry
the ORCID API in a nutshell
PHOTO: 3/2 nuts © M.G. Kafkas
https://flic.kr/p/4XytpS
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
explaining scopes / permissions
orcid.org
ORCID registry depends on user-based permissions:
Can I...
•  have your iD (/authenticate)
•  interact with the activities on your record
•  read (/activities/read)
•  update (/activities/update)
•  interact with your biographical information
•  read (/person/read)
•  update (/person/update)
what a message looks like
orcid.org
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
the OAuth calls – part 1
orcid.org
Initiate the process – Send the user to a “fancy” URL
https://orcid.org/oauth/authorize? 
client_id=0000-0002-3003-7862& 
response_type=code& 
scope=/activities/read-limited%20/activities/update& 
redirect_uri=https://my.URL.org& 
family_names=Paglione&given_names=Laura&email=l.paglione
%2B2014@orcid.org&orcid=0000-0001-6356-0580
The base URL – displays the screen
who’s asking?
what permission?
where the user goes next
Personalize the
experience
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
what the user sees
orcid.org
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
the OAuth calls – part 2
orcid.org
ORCID sends the user to your redirect, with a code
https://my.URL.org?htA3yE
you...
•  save the code – you need it for the next step
•  display something useful to the user
•  Authorize: thanks for your permission!
•  Deny: are you sure you don’t want to give permission?
The magic code
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
the OAuth calls – part 3a: the call
orcid.org
use the code to gain access using the ORCID API
https://api.orcid.org/oauth/token
HEADER: accept:application/json
DATA:
client_id=0000-0002-3003-7862
client_secret=f6ffa224-dc28-4c51-8c9e-ae4b86f61bc3
grant_type=authorization_code
code=htA3yE
redirect_uri=https%3A%2F%2Fmy.URL.org
our API calls always looks
like URLs (RESTful)
what format?
The magic code
confirming that you are
the right one to get this
information
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
the OAuth calls – part 3b: the result
orcid.org
the result of the call
"access_token” : "6710dfee-6aab-445b-a266-205dd9085273",
"token_type” : "bearer",
"expires_in” : 631138518,
"scope” : "/activities/read-limited /activities/update",
"orcid” : "0000-0001-6356-0580",
"name” : "Laura Paglione”
store the access token and iD
when permission expires (in seconds)
your permission – executed contract
iD & name for the person
who gave permission
What you can do
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
ORCID-specific calls
orcid.org
•  Read data: GET
•  Add data: POST
•  Update data: PUT
BASE URL: https://api.orcid.org/0000-0000-0000-0000
HEADERS:
accept:application/json (reading) content-type:application/json (adding /updating)
Authorization: Bearer 6710dfee-6aab-445b-a266-205dd9085273
DATA (if adding or updating):
the file location=@file_location_name
Modifiers:
/works
/update
data format
Access token from before
PHOTO: electronic circuit board
www.flickr.com/photos/creative_stock/5227842611
but wait... there’s more
orcid.org
•  Error handling
•  API updates
•  about 1x/year
•  supported versions
•  release candidates
•  deprecated versions
resources
PHOTO: Stairway to somewhere © Jonathan Fenton
https://flic.kr/p/7Guxgu
member resources (includes planning & communication resources)
http://members.orcid.org
API documentation
http://members.orcid.org/api
getting authenticated ORCID iDs
http://members.orcid.org/api/tutorial-retrieve-orcid-id-curl-v12-and-earlier
vendors that support ORCID iDs
http://members.orcid.org/publisher-tools
getting help at ORCID
http://orcid.org/help/contact-us
• 
• 
• 
• 
• 
thank you
● http://orcid.org
● BLOG: http://orcid.org/about/news
● TWITTER: @ORCID_Org
orcid.org

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Using the ORCID API

  • 1. orcid.org beyond what is ORCID... ...using the API 2016 february 15 laura paglione technical director, ORCID L.Paglione@ORCID.org http://orcid.org/0000-0003-3188-6273 Contact Info: p. +1-301-500-2139 a. 10411 Motor City Drive, Suite 750, Bethesda, MD 20817 USA
  • 2. orcid.org 2 the other stuff that has to happen •  communications •  rollout timing •  evangelism – encouraging use ...can be much harder & more time consuming than using the API let’s not get ahead of ourselves... PHOTO: 3/2 nuts © M.G. Kafkas https://flic.kr/p/4XytpS
  • 3. orcid.org basic API flow ORCID Record Yes! Do you have permission to do what you want to do? Get the permission; store iD and “token” Read the record or update the record No OAuth
  • 4. orcid.org 4 API (Application Programming Interface) – interface that lets one software program “talk” with another, exchanging data behind the scenes. An ad, but good basic info about what an API can do: http://paidpost.nytimes.com/ca-technologies/apis-the-building- blocks-of-the-app-economy.html what is an API? PHOTO: 3/2 nuts © M.G. Kafkas https://flic.kr/p/4XytpS
  • 5. orcid.org 5 •  permissions / scopes – your contract with the user •  the ORCID messages – format of the data exchanged •  OAuth calls – the permission protocol – how you “execute the contract” •  ORCID-specific calls – providing & receiving information with the registry the ORCID API in a nutshell PHOTO: 3/2 nuts © M.G. Kafkas https://flic.kr/p/4XytpS
  • 6. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 explaining scopes / permissions orcid.org ORCID registry depends on user-based permissions: Can I... •  have your iD (/authenticate) •  interact with the activities on your record •  read (/activities/read) •  update (/activities/update) •  interact with your biographical information •  read (/person/read) •  update (/person/update)
  • 7. what a message looks like orcid.org
  • 8. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 the OAuth calls – part 1 orcid.org Initiate the process – Send the user to a “fancy” URL https://orcid.org/oauth/authorize? client_id=0000-0002-3003-7862& response_type=code& scope=/activities/read-limited%20/activities/update& redirect_uri=https://my.URL.org& family_names=Paglione&given_names=Laura&email=l.paglione %2B2014@orcid.org&orcid=0000-0001-6356-0580 The base URL – displays the screen who’s asking? what permission? where the user goes next Personalize the experience
  • 9. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 what the user sees orcid.org
  • 10. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 the OAuth calls – part 2 orcid.org ORCID sends the user to your redirect, with a code https://my.URL.org?htA3yE you... •  save the code – you need it for the next step •  display something useful to the user •  Authorize: thanks for your permission! •  Deny: are you sure you don’t want to give permission? The magic code
  • 11. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 the OAuth calls – part 3a: the call orcid.org use the code to gain access using the ORCID API https://api.orcid.org/oauth/token HEADER: accept:application/json DATA: client_id=0000-0002-3003-7862 client_secret=f6ffa224-dc28-4c51-8c9e-ae4b86f61bc3 grant_type=authorization_code code=htA3yE redirect_uri=https%3A%2F%2Fmy.URL.org our API calls always looks like URLs (RESTful) what format? The magic code confirming that you are the right one to get this information
  • 12. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 the OAuth calls – part 3b: the result orcid.org the result of the call "access_token” : "6710dfee-6aab-445b-a266-205dd9085273", "token_type” : "bearer", "expires_in” : 631138518, "scope” : "/activities/read-limited /activities/update", "orcid” : "0000-0001-6356-0580", "name” : "Laura Paglione” store the access token and iD when permission expires (in seconds) your permission – executed contract iD & name for the person who gave permission What you can do
  • 13. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 ORCID-specific calls orcid.org •  Read data: GET •  Add data: POST •  Update data: PUT BASE URL: https://api.orcid.org/0000-0000-0000-0000 HEADERS: accept:application/json (reading) content-type:application/json (adding /updating) Authorization: Bearer 6710dfee-6aab-445b-a266-205dd9085273 DATA (if adding or updating): the file location=@file_location_name Modifiers: /works /update data format Access token from before
  • 14. PHOTO: electronic circuit board www.flickr.com/photos/creative_stock/5227842611 but wait... there’s more orcid.org •  Error handling •  API updates •  about 1x/year •  supported versions •  release candidates •  deprecated versions
  • 15. resources PHOTO: Stairway to somewhere © Jonathan Fenton https://flic.kr/p/7Guxgu member resources (includes planning & communication resources) http://members.orcid.org API documentation http://members.orcid.org/api getting authenticated ORCID iDs http://members.orcid.org/api/tutorial-retrieve-orcid-id-curl-v12-and-earlier vendors that support ORCID iDs http://members.orcid.org/publisher-tools getting help at ORCID http://orcid.org/help/contact-us •  •  •  •  •