On Wed, Jun 17, 2015 at 03:56:35PM +0200, Hilton Gibson wrote:
> Hi Mark
> 
> Thanks for the reply.
> 
> Now I am bamboozled.
> The directive to apply ORCID came from our Vice-Rector Research.
> He would like to have reports extracted from our repository about campus
> researcher output.
> He would also like the same campus researchers to submit primarily to the
> repository any current research works.

This sounds to me like a very common desire, and one that DSpace
should support.

> Now what role does a campus researcher (author/advisor) in this case have
> on DSpace, which I am sure is a common case with most academic research
> repositories?
> user, Eperson or ORCID?

The user (a real-world person) is represented in DSpace by an EPerson
object.  Today the EPerson exists only to hold credentials for
authenticating identity at logon, and to support subscription to
update emails when new content arrives in a subscribed Collection.

Authors (and other contributors to an Item) are (poorly) represented
by strings in the Item metadata, and not connected with EPersons.

ORCIDs are today not provided for at all in DSpace, but there is much
interest in rectifying that.

To address your question:  if a researcher wishes to submit works for
inclusion in the repository, or to subscribe to new-accession notices,
or both, then the researcher must create a user account (an EPerson)
in your DSpace.  If a researcher wishes his deposits known by his
ORCID, stock DSpace has no place for that information, but you can
define a metadata field for ORCIDs and extend the submission forms as
needed.  DSpace lets you make a place to keep ORCIDs, but released
versions go no further.

I took a quick look and, while I am definitely not a metadata expert,
it seems to me that neither QDC nor DCTerms defines a field for
*author* identifiers, so a hypothetical identifier.ORCID field should
be defined elsewhere.  There may be a namespace which already defines
such a field, which DSpace (or your instance) could adopt and, if so,
that is probably the best approach.

There may be things you can do with DSpace's authority control support
that will make it easier to ensure the quality of these metadata and
ease their (correct) entry.  I haven't yet looked at authority control
at all, so can't say more.

There's another aspect to all this: now that EPerson has metadata
support, it would be easy to just extend the 'eperson' metadata
namespace with eperson.identifier.ORCID.  Making use of this field
would require substantially more work, though.  It would need
additions to the user profile UI pages, and some logic to offer the
option to pre-fill a submission field from the user's profile (and
from other user profiles, if several local users are authors of a
single Item).  Still more work would be needed to support lookup of
(or by!) ORCIDs assigned to non-local authors.

> It seems we created more ambiguity/complexity with ORCID, rather than
> simplifying and removing author ambiguity.

To take advantage of the growing interest in ORCID to simplify and
disambiguate is work yet to be done.

I want to mention that, if your repository is like many others, the
author information may be...messy.  There's no mandatory control on
author name strings, and people tend to write the same person's name
in different ways at different times.  I suspect that a rigorous
examination and cleanup of author names will be a necessary step in
implementing unique identifiers for authors at every site that chooses
to do such an implementation.  It is something that can be begun now
and which will be beneficial now.  You may also have sources of
authority that you can begin using now to prevent acceptance of any
*more* names that will have to be cleaned up.

I'm considering how to build tools which can help in doing this
cleanup.

I would like to exhort all early adopters of ORCID in DSpace to talk
early and often about their work, so that we can develop common
conventions for basic things like how ORCIDs are stored, for works and
for authors.

Meanwhile, I think @mire has been working on ORCID support.  I also
believe that Dryad is pursuing ORCID integration.  There should be
little trouble in assembling an interest group to make these things
happen.

-- 
Mark H. Wood
Lead Technology Analyst

University Library
Indiana University - Purdue University Indianapolis
755 W. Michigan Street
Indianapolis, IN 46202
317-274-0749
www.ulib.iupui.edu

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