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Tutorial: ORCID Profile Plugin Setup

Role: Journal Manager / Site Administrator
Time: 20โ€“40 minutes
OJS Version: 3.5+

This tutorial explains how to enable the ORCID Profile Plugin in OJS, obtain ORCID API credentials, and configure the plugin so that authors can connect their ORCID iDs during submission.


Before You Startโ€‹

  • You have Journal Manager or Site Administrator access in OJS.
  • Your journal has a public-facing URL (required for the ORCID redirect callback).
  • You have registered for ORCID API credentials (see Step 1 below).
What Is ORCID?

ORCID (Open Researcher and Contributor ID) is a persistent digital identifier for researchers. The ORCID Profile Plugin lets authors authenticate their iDs directly in OJS, and the verified iDs are included in CrossRef metadata deposits.


Step 1 โ€” Register for ORCID API Credentialsโ€‹

  1. Go to orcid.org/content/register-client-application.
  2. Log in with your ORCID account (or create one at orcid.org/register).
  3. Choose one of the following API tiers:
API TierUse CaseCost
Public APIBasic iD collection and displayFree
Member APIWrites to author ORCID records; auto-update publicationsRequires ORCID membership
  1. Fill in the registration form:
    • Application name: Your journal name
    • Application URL: Your OJS journal home URL
    • Redirect URIs: https://yourdomain.com/index.php/journalCode/orcidapi/orcidAuthorize
  2. Submit. ORCID will provide a Client ID and Client Secret โ€” save these.

Step 2 โ€” Install the ORCID Profile Pluginโ€‹

If the plugin is not already installed:

  1. Go to Administration โ†’ Plugin Gallery.
  2. Search for ORCID Profile.
  3. Click Install.

If it is already listed under Installed Plugins, skip this step.


Step 3 โ€” Enable and Configure the Pluginโ€‹

  1. Go to Settings โ†’ Website โ†’ Plugins โ†’ Installed Plugins.
  2. Find ORCID Profile Plugin and toggle it to Enabled.
  3. Click the Settings (gear) icon next to the plugin.
  4. Fill in the settings:
FieldValue
ORCID APISelect Public API or Member API
Client IDYour ORCID Client ID (from Step 1)
Client SecretYour ORCID Client Secret (from Step 1)
Send email to request author ORCIDEnable to automatically invite authors to authenticate
Require ORCID for submissionOptional โ€” tick to make ORCID authentication mandatory
  1. Click Save.

Step 4 โ€” Test the Integrationโ€‹

  1. Log out of OJS.
  2. Register a test author account and begin a new submission.
  3. In the Contributors step, you should see an "Authenticate with ORCID" button next to each contributor.
  4. Click the button โ€” you will be redirected to orcid.org to authorise.
  5. After authorising, you will return to OJS with the ORCID iD filled in and marked as authenticated.

Step 5 โ€” Display ORCID iDs on Article Pagesโ€‹

OJS displays authenticated ORCID iDs on article landing pages automatically. Verified iDs show the ORCID icon (green) next to the author name.

If iDs are not displaying, check:

  • The DOI plugin is enabled (ORCID data is included in CrossRef deposits).
  • Your article template includes the ORCID metadata block.

Troubleshootingโ€‹

ProblemSolution
Redirect error after ORCID authenticationCheck the redirect URI in your ORCID application matches your OJS URL exactly
Client ID / Secret rejectedEnsure you are using Public API credentials with the Public API setting, or Member API credentials with Member API
ORCID button not appearing in submissionCheck the plugin is enabled and settings are saved
Authors not receiving email invitationCheck your OJS SMTP configuration is working

Next Stepsโ€‹