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Developer Update: 2012 ORCID Outreach Meeting 15 May 2012 Geoffrey Bilder Interim Technical Director, Developer Update: 2012 ORCID Outreach Meeting 15 May 2012 Geoffrey Bilder Interim Technical Director, ORCID Working together to align the global network An independent, community effort to standardize researcher identification

ORCID Phase 1. 0 Intro to Demo ORCID Phase 1. 0 Intro to Demo

Who am I? Who am I?

Laura Paglione Laura Paglione

Pronunciation ✘ ORC-ID Middle Earth Department Of Home. Shire Security Gorlug Waakop ✘ ORS-ID Pronunciation ✘ ORC-ID Middle Earth Department Of Home. Shire Security Gorlug Waakop ✘ ORS-ID Jellystone National Park Yogi Bear ✔ Orchid

Self-Asserted Identity Organisationally-Validated Identity Socially-Validated Identity Kaliya Hamlin http: //www. identitywoman. net/the-identity-spectrum#utm_source=feed&utm_medium=feed&utm_campaign=feed Self-Asserted Identity Organisationally-Validated Identity Socially-Validated Identity Kaliya Hamlin http: //www. identitywoman. net/the-identity-spectrum#utm_source=feed&utm_medium=feed&utm_campaign=feed

Automated-Tools Self-Asserted Identity Organisationally-Validated Identity Disambiguated Identity Socially-Validated Identity Automated-Tools Self-Asserted Identity Organisationally-Validated Identity Disambiguated Identity Socially-Validated Identity

Self-Asserted Identity Organisationally-Validated Identity Phase 1 1. 0 Phase 2 1. x Launch Socially-Validated Self-Asserted Identity Organisationally-Validated Identity Phase 1 1. 0 Phase 2 1. x Launch Socially-Validated Identity

TIMELINE 2012 -13 Q 1 2012 Build Phase 1. 0 Q 2 2012 Q TIMELINE 2012 -13 Q 1 2012 Build Phase 1. 0 Q 2 2012 Q 3 2012 Build Phase 1. 1 Q 4 2012 Launch Phase 1. 0 Q 1 2013 Q 2 2013 Phase 2 Development Q 3

Phase 1. 0 Work Statement “Thomson Reuters, an ORCID member, has contributed the source Phase 1. 0 Work Statement “Thomson Reuters, an ORCID member, has contributed the source code for an existing self‐claim identity system that has been used in a production setting for three years (Researcher. ID). There are no restrictions on ORCID’s use of the source code, but the donated code still has several dependencies on proprietary back‐end systems and is also missing several features that ORCID has identified as being essential to the launch of a successful system. Phase one work will consist of replacing proprietary dependencies and implementing these missing features. ”

Changes I • • Upgrade and/or replace out‐of‐date library dependencies. Replace the existing identifier Changes I • • Upgrade and/or replace out‐of‐date library dependencies. Replace the existing identifier structure. Replace the proprietary authentication/authorization backend. Replace the proprietary bibliographic artefact database.

Changes 2 • • Replace the existing internal service APIs with a modern, public Changes 2 • • Replace the existing internal service APIs with a modern, public “restful” API. Incorporate OAuth authentication & profile exchange functionality. Modify the system’s privacy mechanism to support tertiary control (private/protected/public) at the field level. Enable institutional seeding of profile records on behalf of their researchers.

 • • • Changes 3 Modify authentication/authorization mechanism to support “delegated” management of • • • Changes 3 Modify authentication/authorization mechanism to support “delegated” management of profiles (e. g. a researcher can grant permission to a departmental secretary or librarian to edit a profile on their behalf). Include production‐level publication lookup features from Cross. Ref. Expose minimal provenance (i. e. “sponsor”) information for metadata records.

Phase 1. 0 Work Close integration of the ORCID system with third‐party submission and Phase 1. 0 Work Close integration of the ORCID system with third‐party submission and evaluation systems will be vital in order to drive uptake of the service and in order to allow stakeholders to derive immediate benefit from the service. Functionality supported will include:

Functionality • • • Institutional seeding of profiles (i. e. batch upload, alerting) Delegated Functionality • • • Institutional seeding of profiles (i. e. batch upload, alerting) Delegated management of profiles Profile exchange into grant/manuscript submission systems and other identifier/profiling systems

Functionality 2 • • • Fine‐grain control of privacy settings at the claim level Functionality 2 • • • Fine‐grain control of privacy settings at the claim level (e. g. public=”share with anybody”, protected=”share with parties authorized via OAuth 2”, private=”do not share”) ORCID resolution (both via GUI and API) Metadata search (both GUI and API based)

 • • Details: Replacements Struts 2 -> Spring MVC 3. 1 JSP -> • • Details: Replacements Struts 2 -> Spring MVC 3. 1 JSP -> Freemarker My. SQL -> Postgre. SQL 9. 1 i. Batis -> JPA 2. 0 implemented by Hibernate 3. 6. 3 Prototype. js -> JQuery 1. 7 Ant -> Maven 3 XML-RPC -> REST using JAX-RS 1. 1 implemented by Jersey 1. 12

Details: Additions • • • SOLR for searching Twitter Bootstrap for styles, layout, and Details: Additions • • • SOLR for searching Twitter Bootstrap for styles, layout, and UX OAuth 2 implemented by Spring Security 3. 1 Spring IOC 3. 1 for improved code structure and test coverage Liquibase for robust database schema change tracking, migration and rollback

 • • • 1. 1 Hit List Implementation of the “Callback API” Redesign • • • 1. 1 Hit List Implementation of the “Callback API” Redesign of site UI Replacement of boilerplate text, including EULA, Privacy Policy, FAQ, etc. Semantico is building an inventory of these screens. Schema changes recommended by privacy committee including removal of physical address elements and addition of patent-claiming Privacy model changes recommended by privacy committee Implementation of anti-spamming in signup process (Captcha). To prevent bots from registering fake profiles which include links to ads, porn, etc. Bibliographic artefact management Implementation of availability and system instrumentation monitoring tools (e. g. JMX consoles, Pingdom availability tests, etc. ) Labelling of "orphaned" profiles.

TIMELINE 2012 -13 Q 1 2012 Q 4 2013 Q 2 2012 Q 3 TIMELINE 2012 -13 Q 1 2012 Q 4 2013 Q 2 2012 Q 3 2012 Q 4 2012 Q 1 2013 Q 2 2013 Q 3 2013 Staff Hired Build Phase 1. 0 Build Phase 1. 1 Launch Phase 1. 0 Phase 2 Development Start Registering ORCIDs Publicly Widespread Feedback of ORCIDs Throughout Scholarly Systems Initial University Onboarding Manuscript System Onboarding Ongoing Ecosystem Integration

And. . . And. . .

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