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Self Service Linking Enrollment Flow

This flow allows an existing CO Person to attach an ORCID to their Registry record.

1. Configure the ORCID Source plugin, if not already done. The For the ORCID to be copied to the CO Person record, the ORCID Source must be attached to a Pipeline with the following configuration:
   1. Match Strategy: Do Not Match
   2. Sync Strategy: Sync on Add, Update, Delete
   3. Create CO Person Role Record: No (unticked)
2. Create a new Enrollment Flow with the following settings:
   1. Status: Active
   2. Email Confirmation Mode: None
   3. Petitioner Enrollment Authorization: CO Person
   4. Enable My Identity Shortcut: Yes (Registry v3.2.0 and later)
   5. Pipeline: None
   6. Identity Matching: Self
   7. Terms and Conditions Mode: Ignore
3. Do not add any Enrollment Attributes. (You will be asked to add one by default, simply page back or follow the breadcrumbs to skip it.)
4. From the Enrollment Flow configuration page, click Attach Org Identity Sources.
5. Click  Add Enrollment Source
   1. Organizational Identity Source: Select the ORCID Source you previously configured
   2. Org Identity Mode: Authenticate

Prior to Registry v3.2.0, CO Participants can now link their own ORCID record by logging into Registry and selecting Enroll >> Your ORCID Enrollment Flow. For Registry v3.2.0 and later, the link is My Identity >> Available Enrollment Flows >> Your ORCID Enrollment Flow.

Self Service Signup Flow

This flow allows the collection of an ORCID as part of an initial enrollment (ie: for someone who does not yet have a CO Person record).

 This flow requires Registry v3.2.0 or later.

1. Configure the ORCID Source plugin, if not already done. For the ORCID to be copied to the CO Person record, the ORCID Source must be attached to a Pipeline with the following configuration:
   1. Match Strategy: Do Not Match
   2. Sync Strategy: Sync on Add, Update, Delete
   3. Create CO Person Role Record: No (unticked)
2. Create a new Invitation Enrollment Flow using EnvSource.
3. From the Enrollment Flow configuration page, click Attach Org Identity Sources.
4. Click  Add Enrollment Source
   1. Organizational Identity Source: Select the ORCID Source you previously configured
   2. Org Identity Mode: Identify

Alternate Approaches

Administrator Search Enrollment Flow

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