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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Hi Adam, John, all the other ep geeks
</span><span style="font-size:10.0pt;font-family:Wingdings;color:#1F497D">J</span><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Adam, I am happy to help get this out there, as it appears to be something quite a lot of people are looking for… perl isn’t my strongest language, so
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">I’m not sure if I’m going to be clearing things up, or making them more confusing but..<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">The relationships between bazaar packages is an important consideration…
<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">We implemented the authorID system with the 3.2.x version we were running (which had mePrints in place).<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">When we upgraded to 3.3.10 and re-implemented authorID changes, it was having some grief with mePrints functionality… (it’s on my todo list and it may
 have been me as the problem).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">&nbsp;
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">The authorID system uses the creator_id field as the linkage point into ePrints, so if it was a bazaar module, everyone could run as usual and only
 migrate if they wanted authorID functionality in place.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">The process for migrating existing authors into the author model is a time consuming project, but one which was deemed necessary to help address governmental
 reporting requirements (and to ensure clean data and identifiable uniqueness for authors at a bibliographic level. e.g. two staff with the same name (John Smith?) can now be uniquely identified and their eprints distinguished).<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:36.0pt"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">This could have been done with just the creators_id field, storing email addresses etc, but we expanded on this and we can now identify
 institution/faculty/dept affiliations for each author in each paper to determine internal, as well as inter-institution &nbsp;collaborations.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">I know there may be differences in the application but the way we handled migrating was…
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">The primary conversion was scripted, taking all creators with unique creator_id’s (eg email address) and creating an author record for them.&nbsp;
<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Variations of their creator_name was added into the record as ‘alternate names’ during this process.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">At the same time, every author had a ‘default’ author_instance record created (researcher identified with a USQ email address, was also populated
 with the most recent fac/dept data available…)<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">The author_instance_id was stored in the creators_id field (creating the link from creator-&gt;author_instance-&gt;author)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">There was LOTS of manual checking and possible clean-up to be done, verifying that things are working as expected…<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Author Cleanup -
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Most of the problems came from some authors being missed dues to having different email address (personal email/variations of work email etc).<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">The merge author functionality helps clear this up quickly, migrating mismatched authors into the correct one, an re-parenting the associated author_instances.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Authors without an email specified were not processed, and had to be created manually, after checking details of authorship/affiliation within the
 document etc.. (there weren’t many of these as most creator records contained emails from when they were first submitted)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Author Instance Cleanup – (This doesn’t affect the browse list for Unique authors etc, but can impact faculty/dept browse lists if using the author affiliation
 – we are still using the ePrint level dept/subdept fields).<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">We built a report that compares the creator_name against the associated author_name and flag any that are mismatched (eg. Both family and given names
 are different..)&nbsp; This catches errors where an incorrect/different email was entered in creator_id.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l1 level1 lfo3"><![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">For internal USQ users, we can ‘crowd source’ papers back to the authors, and ask for departmental affiliations for their work, or use date published
 &nbsp;and HR data for automated processing.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Let me know if you want any more details and I will try to respond as promptly as time zones permit.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Cheers<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D">Matt<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:&quot;Verdana&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:10.0pt;font-family:&quot;Tahoma&quot;,&quot;sans-serif&quot;">From:</span></b><span lang="EN-US" style="font-size:10.0pt;font-family:&quot;Tahoma&quot;,&quot;sans-serif&quot;"> eprints-tech-bounces@ecs.soton.ac.uk [mailto:eprints-tech-bounces@ecs.soton.ac.uk]
<b>On Behalf Of </b>John Salter<br>
<b>Sent:</b> Tuesday, 20 January 2015 10:30 PM<br>
<b>To:</b> 'eprints-tech@ecs.soton.ac.uk'<br>
<b>Subject:</b> [EP-tech] Re: ORCiD<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p>&nbsp;</o:p></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">*<b>apologies for butting in</b>*<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">There’s a couple of aspects to this splitting/bundling that I think we (eprints geeks) need to consider:<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l0 level1 lfo2"><![if !supportLists]><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"><span style="mso-list:Ignore">1.<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">Relationship between packages (you can have a researchdata repository, but do you want simple authors, or the *<b>really good</b>* ones?)<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-18.0pt;mso-list:l0 level1 lfo2"><![if !supportLists]><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"><span style="mso-list:Ignore">2.<span style="font:7.0pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span><![endif]><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">Migrating existing data into the new model<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">I think that we are part way down the route for (1), but I haven’t seen any discussion around (2).
<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">e.g. How would I go from my current random list of names applied to EPrints, to using a new ‘real author’s package?<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">Is this something that &nbsp;has been pondered somewhere?<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">Cheers,<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D">John<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB" style="font-size:11.0pt;font-family:&quot;Calibri&quot;,&quot;sans-serif&quot;;color:#1F497D"><o:p>&nbsp;</o:p></span></p>
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<p class="MsoNormal"><b><span lang="EN-US" style="font-size:10.0pt;font-family:&quot;Tahoma&quot;,&quot;sans-serif&quot;">From:</span></b><span lang="EN-US" style="font-size:10.0pt;font-family:&quot;Tahoma&quot;,&quot;sans-serif&quot;">
<a href="mailto:eprints-tech-bounces@ecs.soton.ac.uk">eprints-tech-bounces@ecs.soton.ac.uk</a> [<a href="mailto:eprints-tech-bounces@ecs.soton.ac.uk">mailto:eprints-tech-bounces@ecs.soton.ac.uk</a>]
<b>On Behalf Of </b>Adam Field<br>
<b>Sent:</b> 20 January 2015 12:10<br>
<b>To:</b> <a href="mailto:eprints-tech@ecs.soton.ac.uk">eprints-tech@ecs.soton.ac.uk</a><br>
<b>Subject:</b> [EP-tech] Re: ORCiD<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><span lang="EN-GB"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB">Hi Matt,<o:p></o:p></span></p>
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<p class="MsoNormal"><span lang="EN-GB"><o:p>&nbsp;</o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span class="apple-tab-span"><span lang="EN-GB">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>
</span><span lang="EN-GB">Developing this into an installable package (ideally a bazaar package) would be the sensible way forwards. &nbsp;We're in a process of identifying pieces of functionality like this in EPrints and breaking them out into installable packages
 to be able to create releases of EPrints for specific purposes (publications, data, open education, etc).<o:p></o:p></span></p>
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<p class="MsoNormal"><span lang="EN-GB"><o:p>&nbsp;</o:p></span></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span lang="EN-GB">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span>
</span><span lang="EN-GB">Would you be interested in working with me to wrap this up into a bazaar package? &nbsp;I have a large supply of extra voodoo that can be applied to this problem.<o:p></o:p></span></p>
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<p class="MsoNormal"><span lang="EN-GB"><o:p>&nbsp;</o:p></span></p>
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<p class="MsoNormal"><span lang="EN-GB">--<o:p></o:p></span></p>
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<p class="MsoNormal"><span lang="EN-GB">Adam<o:p></o:p></span></p>
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<p class="MsoNormal"><span lang="EN-GB"><o:p>&nbsp;</o:p></span></p>
<p class="MsoNormal"><span lang="EN-GB"><o:p>&nbsp;</o:p></span></p>
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<PRE>
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