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ORCID Profile Plugin

NOTE: Please ensure you're using the correct branch. See the Releases area for packaged downloads. We recommend using the Plugin Gallery to install the plugin. For OJS 2.x, see the ojs-dev-2_4 branch.

Plugin for adding and verifying ORCID iD in PKP user profiles and author metadata.

Copyright © 2015-2019 University of Pittsburgh Copyright © 2014-2020 Simon Fraser University Copyright © 2003-2020 John Willinsky

Licensed under GPLv3. See LICENSE.txt for details.

User Documentation

Features:

  • Enable site-wide configuration of ORCID API settings using config.inc.php
  • Support ORCID API Version 2.1 (store only https ORCID Ids)
  • Allow journal managers to send e-mails requesting authors for ORCID authorization on submission or later.
  • Automated e-mail based authorization requests to authors when submission enters to production stage.
  • Display ORCID access status and expiration date in Author metadata
  • Support of template based detailed success/failure messages for ORCID authorization redirects.
  • Extra configurable (in plugin settings) ORCID log file in OJS_FILES_DIR/orcid.log for API communication. NOTE: Make sure that the files folder is not publicly accessible

Extra functionalities for ORCID Member organizations

  • Extra e-mail template ORCID_REQUEST_AUTHOR_AUTHORIZATION for requesting API access tokens.
  • Updated template text, e-mail templates for English and German locales.
  • Member API Email-Template activated upon selection of ORCID member API
  • Support for synchronizing submission meta data to authorized records in follwing stage changes:
    • Assign a submission to an already published issue
    • Publish a new issue
    • Author grants permission after the publication of the issue

Technical Workflow description

The included authorization link will have the access scope /activities/update. An author can authorize access to his/her ORCID record to allow the adding of the submission to the record. See https://members.orcid.org/api/oauth/orcid-scopes for more information.

Installation

Use the Plugin Gallery from within your PKP application to install the plugin. For further information refer to PKP|DOCS.

Debugging/Testing

Settings

  • Navigate to OJS Folder.
  • if a file called cypress.env.json does not exist, create one.
  • Add the following variables to the root JSON element, according to your server setting
"orcid": {
	"url": "https://sandbox.orcid.org",
	"apiPath": "https://api.sandbox.orcid.org",
 	"api Type": "Member Sandbox",
	"clientId": "APP-T0XXXXXXXXXXX",
	"clientSecret": "288455445-a3e4-454-9783-454545555",
	"email": "coauthor@mailinator.com",
	"emailPassword": "Password"
  },

Run all tests

Navigate to OJS folder

  • npx cypress run --config integrationFolder=plugins/generic/orcidProfile/cypress/tests/functional

Run Plugin setup

  • npx cypress run --config integrationFolder=plugins/generic/orcidProfile/cypress/tests/functional/ --spec plugins/generic/orcidProfile/cypress/tests/functional/01-Orcid-Setup.spec.js

Run Authorization

  • npx cypress run --config integrationFolder=plugins/generic/orcidProfile/cypress/tests/functional/ --spec plugins/generic/orcidProfile/cypress/tests/functional/02-Orcid-API.spec.js

Debug

  • Navigate to OJS Folder
  • Navigate to cypress folder
  • check logs and screenshots for errors

About

A plugin to pull ORCID information into a PKP user profile

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