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Configure ORCID IntegrationConfigure ORCID Integration

This article will explain the different configuration options to be considered for an ORCID integration to work.

 

Prerequisites

ORCID membership. See also ORCID Integration - Do I Need a Paid ORCID Subscription? 

Configuring Pure

You can configure ORCID integration in Administrator > Integrations > ORCID.

Sandbox mode

A key thing to configure. By default the integrations is set to work between Production Pure and ORCID. 

Failing to setup up Sandbox mode in your Staging / Test Pure can cause mix up of data from Staging and Production Pure on ORCID profiles.

See Testing ORCID - ORCID Sandbox 

 

 

ORCID credentials

If Sandbox mode is toggled ON, the credential section will include ‘sandbox’ in the headers.

 

Select the membership type:

  • Public API
  • Member API
  • More about the difference: ORCID Integration - Public or Member API? 

In any case the ORCID client ID and ORCID client secret must be provided.

Log out before connecting profiles to ORCID

Default is Off.

If this option is enabled Pure will attempt to log out of any current sessions of ORCID before attempting to connect a profile to ORCID. 

Enable export of Pure content to ORCID

The following configuration is only available if the type of membership is Member API

 

You can then select whether or not to allow Personal Users to choose to export Pure content to ORCID. 

If enabled the following settings determine what content is being exported:

 

Content type

Research outputs

 

Publication status

Default value: Published/E-pub ahead of print

You can add more, or remove selected publication statuses.

 

Visibility

Default is Public. This value can not be modified.

 

Workflow

Default: Validated

The value can be modified to any other workflow steps for Research outputs. Any steps prior to the selected will not be exported.

 

Affiliations

Limited organizational affiliation information:

  • Institutional affiliation (along with the City and Country of the organization)
  • End date of affiliation (if a former member of staff or student)
  • Optional: to only export a persons' active affiliations.

The Difference between "Export affiliation to ORCID" and “Export detailed affiliations”:

 The Difference between 

On the ORCID integration configuration page, there is an option to toggle on "Export detailed affiliations".

When enabled, all the user's organisational affiliations will be exported to ORCID. In the following example "Top Level Organisation" is configured with a ROR ID (or is set to be the root organisation in the ORCID integration configuration page), a user is associated to two organisations, "Bottom Level Organisation 1" and "Bottom Level Organisation 2":

As seen on the picture, both of the user's affiliations were exported to ORCID, with the date the user started and ended their employment at the Organisation. Compared to the Organisations being exported when "Export detailed affiliations" is disabled:

Note: The N/A on both pictures is the Organizations' addresses, it is N/A in ORCID, because an address has not be configured in Pure

 

Pure Portal URL

Include individuals' and outputs' Pure Portal URLs in the export to ORCID. When enabled, the individuals' and outputs' Pure Portal URLs will be visible as hyperlinks in the individuals' ORCID page, thereby giving ORCID readers the opportunity to navigate to the Pure Portal for further information on the researcher and the outputs. 

Disable this option if the Pure Portal is not publicly available.

 

 

Other IDs 

  • Scopus Author ID
  • Researcher ID
  • Digital Author ID

If you delete an ID in ORCID from another system, for example the Scopus author ID, it will reappear the next time content is exported from Pure to ORCID (Unless also deleted from Pure).

 

 

Root organisation

The ORCID integration uses the ROR ID as unique identifier when exporting content to Pure. This ID is added on the organizational unit in the IDs section.

 

ORCID work type mapping file

Pure research output types are mapped to the ORCID Work types as per the attached mapping file. You can view this file in Master data > File Handles > ORCID work type output mapping file. 

If you wish to edit the mapping applied, remove the file and upload an updated mapping file here. More information: ORCID Mapping of subtypes 

 

Save the configuration

Upon saving the configuration with Membership API and “Enable export of Pure content to ORCID” is enabled, a job “Update ORCID With Pure Data” will be added to the list of cron jobs. This job will handle export of data from Pure to ORCID. See Update ORCID With Pure Data (Cron job).

 

 

Published at November 21, 2025

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Table of Contents
  1. Prerequisites
  2. Configuring Pure
  3. Sandbox mode
  4. ORCID credentials
  5. Log out before connecting profiles to ORCID
  6. Enable export of Pure content to ORCID
  7. Content type
  8. Publication status
  9. Visibility
  10. Workflow
  11. Affiliations
  12. The Difference between
  13. Pure Portal URL
  14. Other IDs
  15. Root organisation
  16. ORCID work type mapping file
  17. Save the configuration
Related Articles
  • Setting Up the ORCID ID on a Person
Keywords
  • integration
  • orcid
  • setup orcid
  • configure orcid
  • orcid integration

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