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RPS and ORCID – 3 ways to play! 

Catherine Sharp12 August 2020

We have written a number of posts recently about ORCID and other identifiers, and another introducing you to a new feature of RPS, but we could tell you wanted more!  

So, as we discussed in our last RPS blog post, you can now link your ORCID iD to RPS, and use it to send your publications from RPS into your ORCID record. Nearly 1,000 UCL researchers have started sending publications from RPS to ORCID in the last 3 months. It’s been possible to use your ORCID iD to find publications for RPS for some time, but there are several different options for how both these things are done, and how much data is sent and received by the two systems, so let’s take a look at them.  

When you link your ORCID iD to RPS in RPS > Menu > MyAccount > ORCID Settings, you’ll be given three options. The first is the most restrictive: Only use my ORCID to support automatic claimingIf you choose this option, RPS won’t access your ORCID record at all. It’ll simply use your ORCID iD to help verify your identity in the papers found in other sources. In essence RPS works exactly the same as it always has, finding publications in external sources like Web of Science and Scopus, but it has one more piece of data to use when it’s identifying your papers. It’ll then claim those papers automatically for you.    

The second option is similar but it does allow RPS to use your ORCID profile. Read data from my ORCID account looks at the content of your ORCID record to improve the accuracy of its searches when it looks for new papers in its usual sources.  

The final option is Read from and write publication data to my ORCID account. This is the best and most useful option, and it also gives you more choices! This option gives RPS permission to send publications to your ORCID record, so you don’t have to add them yourself. It also allows RPS to read the content of your ORCID record to improve the accuracy of its searches when it looks for new papers in its usual sources (as in option 2). 

Read from and write publication data to my ORCID account will send everything from RPS to your ORCID record, but you can select some restrictions as follows:  

  1. You can choose to only send Published journal articles to your ORCID. This means that articles that have the status of acceptedsubmitted, in preparation or no status won’t be sent. This will also apply to pre-prints where these have been added to RPS.  
  1. You can choose whether or not to send publications where your relationship to them has been marked as private. It won’t stop them ending up in a co-author’s ORCID record, but it will stop them appearing in yours.  
  1. You can choose to send only your favourite publications. This option is good if you want to curate your ORCID for use as a CVif you have a large number of papers coming into RPS and ORCID from different sources, such as pre-print servers, or if most of your publications are already in your ORCID record and you want to avoid duplicates. The downside of this option is that you need to remember to favourite each new paper as it goes into RPS – it’s not a big thing, but it will slow the process down. 

Whichever option you choose, make sure you add your ORCID to RPS, but it is equally important that you use it elsewhere – link it to other systems, and especially to your publications, grants, and even Je-S. The more you use your ORCID, the more reliable it becomes as an identifier, and as a representation of your work all in one place!  

Using RPS to add publications to ORCID automatically

Catherine Sharp19 May 2020

Green circular ORCID iD logo

Last week we wrote about how spending a few minutes setting up your ORCID record will repay you many times over, helping with grant applications, online profiles and the like. We talked about some of the nifty things you can do with ORCID, like creating a QR code to put in a poster or presentation. Most of you already know about “auto-claiming” publications containing your ORCID into RPS (and even “auto-rejecting” others), saving you having to review long lists of publications that match your name. A whopping 72% of UCL researchers, nearly 4,000 of you, have added your ORCID to RPS for auto-claiming.*

Even if you’re using your ORCID whenever you publish, until now it hasn’t been plain sailing getting publications into your ORCID record, especially since this was completely separate from adding them to RPS. There’s now a new tool in RPS that makes this much, much easier.

*By faculty, UCL Institute of Education researchers top the table at 81%.

The old way: using ORCID to record publications

Until now, you’d use “auto-update” in ORCID, from a third-party source like CrossRef, to import publications that contain your ORCID to your ORCID record. To add publications that don’t contain your ORCID, you’d select publications matched to your Scopus record and/or ResearcherID, add them manually, or upload a BibTeX file.

If this sounds like a lot of effort, read on.

The new way: send to ORCID from RPS

You’re already recording your publications in RPS so that you can make them open access, select them for REF, and include them in your IRIS profile. Now, you can send them to your ORCID record automatically. This gives you the added benefits of a permanent ORCID record of your publications, without any extra work.

Take a moment to enable send to ORCID in your RPS profile (see below); then make sure you’re using your ORCID, e-mail address, Scopus ID, arXiv ID and/or ResearcherID to auto-claim publications into your RPS record. Your auto-claimed publications from all of these sources, as well as any you claim yourself based on matches to your name, and any that you add to RPS manually will all be sent to your ORCID record. Job done.

How to do it

For privacy reasons, you need to authorise RPS to send to ORCID, even if you’ve already allowed RPS to talk to your ORCID record for auto-claiming. Even if you’ve forgotten your ORCID password, it should take no more than a minute.

  • Click on the Menu tab near the top of your RPS home screen. In the My Account column, choose ORCID Settings.
  • Click on Connect your ORCID iD.
  • If you’ve previously recorded an ORCID in RPS, you’ll be sent to an ORCID login screen. If you haven’t, but you have an ORCID account, click on Sign into ORCID. (If you don’t have an ORCID at all, you can set one up by choosing Register now).
  • Click Authorize to allow RPS to update your ORCID record.
  • When you’re sent back to RPS, choose the first option, “read from and write”.

Screenshot of RPS ORCID Settings page after ORCID authorisation.

Your existing and new publications will be sent to ORCID automatically within a day or two. Clicking “Run Sync” on this page (see the image in the next section) isn’t necessary, but will speed up the sending. Once publications been added to ORCID, you’ll see an option on this page to remove them; you can also combine, delete and edit them in ORCID.

Extra send to ORCID settings

After you set up send to ORCID, the ORCID Settings page will give you a few options. By default, RPS won’t send journal articles with a status other than “published” or “published online”, nor publications you’ve marked as private (by clicking the eye icon in your publications list). Untick the first box and RPS will send journal article records regardless of their publication status. Tick the second and it’ll send publications even if you’ve marked them as private.

If you want to select specific publications to send, you can tick the option “Only send favourite publications”. You’d use the heart icon in your publications list to select favourites.

We’d suggest that you click “Send affiliation” at the bottom of the page: this will add your UCL affiliation to your ORCID record.

Screenshot of options on RPS Search Settings page for sending publications to ORCID.

If some of your journal article records in RPS were created manually, they might not have a status. If you don’t want to change the default send to ORCID settings, you can add the “published” or “published online” status to individual records.

Image of RPS status field in manual book record

More about RPS and ORCID

You’ll find more on our ORCID webpages. For guides to auto-claiming using ORCID, e-mail address, Scopus ID, arXiv ID and/or ResearcherID, and information about how RPS selects publications it thinks are yours, see the section on our RPS training page called “Recording publications in RPS”.

Look out for future posts on RPS and ORCID. To get an alert when we post new articles, fill in the “Subscribe by Email” section on the right of this post (or below, if you’re reading on your phone).

Spring dates for RPS and the REF open access policy training sessions

Patrycja26 March 2019

Booking is now open for training on RPS and the REF open access policy in April. Last term’s training sessions proved very popular, and feedback received was extremely positive: respondents found sessions very useful (65%) or useful (35%).

All UCL authors are required to maintain a list of their publications in UCL’s Research Publication Service (RPS). To comply with the REF open access policy, they must also upload the final accepted manuscript version of their research articles and conference proceedings to RPS. This needs to be done no later than three months after first online publication. The Open Access Team review the manuscript and make it open access through UCL Discovery, UCL’s open access repository.

Our training sessions will explain the REF open access policy and what to do to comply with its requirements. They will also show you how to, in RPS:

  • set up name-based search settings
  • use all the advantages of RPS’s automated claiming tool (including linking RPS to your ORCID ID)
  • record a publication
  • upload a file

The sessions will be a good opportunity to ask questions about RPS and the REF open access policy, and they are open to all UCL staff and interested research students. New members of staff, and anyone who is unsure about any of the features mentioned above, are strongly encouraged to attend. Regular reports on compliance with the REF open access policy, and on academics’ use of RPS, are sent to Faculty Deans and Heads of Department. 

Upcoming sessions

Thursday, 4th April, 14:00 – 15:00
Foster Court, room 132

Tuesday, 30th April, 11:00 – 12:00
Foster Court, room 235

To book, and if you have any questions, please email: open-access@ucl.ac.uk
Also let us know if you would like to organise group training or drop-in sessions in your department.

RPS and the REF open access policy training sessions – more dates

Patrycja18 October 2018

This academic year, UCL Open Access Team introduced a programme of regular training sessions on RPS and the REF open access policy. October dates proved very popular, and now we’ve added more sessions in November and early December.

All UCL authors are required to maintain a list of their publications in UCL’s Research Publication Service (RPS). To comply with the REF open access policy, they must also upload the final accepted manuscript version of their research articles and conference proceedings to RPS. This needs to be done no later than three months after first online publication. The Open Access Team review the manuscript and make it open access through UCL Discovery, UCL’s open access repository.

Our training sessions will explain the REF open access policy and what to do to comply with its requirements. They will also show you how to, in RPS:

  • set up name-based search settings
  • use all the advantages of RPS’s automated claiming tool (including linking RPS to your ORCID ID)
  • record a publication
  • upload a file

The sessions will be a good opportunity to ask questions about RPS and the REF open access policy, and they are open to all UCL staff and interested research students. New members of staff, and anyone who is unsure about any of the features mentioned above, are strongly encouraged to attend. Regular reports on compliance with the REF open access policy, and on academics’ use of RPS, are sent to Faculty Deans and Heads of Department. 

Upcoming sessions

Thursday, 1st November, 11:00 – 12:00
IOE, 20 Bedford Way, room W3.07

Tuesday, 6th November, 11:00 – 12:00
Foster Court, room 243

Tuesday, 20th November, 14:00 – 15:00
1-19 Torrington Place, room B09

Thursday, 6th December 11:00 – 12:00
1-19 Torrington Place, room B09

To book, and if you have any questions, please email: open-access@ucl.ac.uk
Also let us know if you would like to organise group training or drop-in sessions in your department.

RPS and REF open access policy training sessions

Patrycja27 September 2018

This academic year, UCL Open Access Team is introducing a programme of regular training sessions on RPS and the REF open access policy.

All UCL authors are required to maintain a list of their publications in UCL’s Research Publication Service (RPS). To comply with the REF open access policy, they must also upload the final accepted manuscript version of their research articles and conference proceedings to RPS. This needs to be done no later than three months after first online publication. The Open Access Team review the manuscript and make it open access through UCL Discovery, UCL’s open access repository.

Our training sessions will explain the REF open access policy and what to do to comply with its requirements. They will also show you how to, in RPS:

  • set up name-based search settings
  • use all the advantages of RPS’s automated claiming tool (including linking RPS to your ORCID ID)
  • record a publication
  • upload a file

The sessions will be a good opportunity to ask questions about RPS and the REF open access policy, and they are open to all UCL staff and interested research students. New members of staff, and anyone who is unsure about any of the features mentioned above, are strongly encouraged to attend. Regular reports on compliance with the REF open access policy, and on academics’ use of RPS, are sent to Faculty Deans and Heads of Department. 

Upcoming sessions

Tuesday, 9th October, 14:00 – 15:00
Engineering Front Building, room 104

Tuesday, 16th October, 12:00 – 13:00
IOE, 20 Bedford Way, room W2.06

Tuesday, 23rd October, 10:00 – 11:00
Engineering Front Building, room 104

To book, and if you have any questions, please email: open-access@ucl.ac.uk
Also let us know if you would like to organise group training or drop-in sessions in your department.

 

Automatic publication claiming in RPS

Patrycja24 October 2017

This year’s Open Access Week runs from 23-29 October under the theme “Open in order to…” This is an invitation to reflect on many benefits of making research publications openly available. We are excited to present a series of blog posts celebrating the Open Access Week, starting with the announcement of new RPS functionality that is now available to UCL authors.

Most UCL researchers are used to the way Research Publications Service (RPS) searches external databases (like Scopus and Web of Science) to find publications that may belong to UCL authors, based on their search settings. By default, suggested publications are put in the pending publications list, where they can be manually reviewed and claimed (or rejected). Now, though, after a recent upgrade, RPS is even better at helping UCL authors record their publications.

We are very excited about the latest upgrade to RPS that introduced new tool that helps authors to identify their papers: auto-claiming. More than 2,000 authors at UCL already use their ORCID in RPS, but UCL’s Research Publications Service can now find and claim even more papers, using even more identifiers including e-mail address. When RPS can tell that a paper belongs to the author, it claims it automatically.

This new tool helps researchers to identify their papers and record them in RPS quickly, as it minimises number of publications that are sent to the pending list and need to be verified by authors. Now, all they need to do is to upload the final accepted manuscript for their research articles and conference proceedings, in compliance with the REF open access policy. Deposited manuscripts are then made openly available via UCL Discovery, UCL’s institutional repository (after a delay period, if publisher requires it).

Authors can set RPS to automatically claim or reject their publications, if they contain any of the following identifiers:

  • e-mail addresses
  • arXiv Author Identifier
  • com account
  • ORCID ID
  • Researcher ID
  • Scopus ID
  • SSRN Author ID

By default, the author’s UCL e-mail address is entered automatically, but other e-mail addresses used by researchers can be added.

Another very useful aspect of this new RPS feature is automated rejection of publications based on an identifier. When authors declare that certain identifier is not theirs, all publications that include that identifier will be automatically rejected and no longer be offered to the user for verification. This is particularly useful for authors with common names, and minimises the number of publications that are sent to the author’s pending publication list.

There is a guide explaining how to set up automated claiming available here, but if you have any questions about this or other aspects of RPS, please contact UCL Open Access Team at open-access@ucl.ac.uk