Next Steps to Complete ORCID Integration

✅ What’s Been Completed

All the infrastructure and automation for ORCID integration has been set up:

Configuration Updated: ORCID URL in _config.yml now points to your profile (0000-0001-6595-5834)
Scripts Created: Three Python scripts for fetching and processing ORCID data
Workflow Added: GitHub Actions workflow for automatic updates
Documentation: Comprehensive guides and troubleshooting info
Security: All CodeQL checks passed, proper permissions configured

🚀 How to Activate (Choose One Method)

Method 1: GitHub Actions (Easiest - Recommended)

Merge this Pull Request to your main branch
Go to GitHub.com → Your Repository → Actions tab
Find the workflow “Update ORCID Publications”
Click “Run workflow” button
Select the main branch
Click green “Run workflow” button
Wait 1-2 minutes for completion
Check the _publications/ directory for new files

Method 2: Run Locally (If You Have Python & Network Access)

# Clone or pull the branch
git clone https://github.com/JohMast/johmast.github.io.git
cd johmast.github.io

# Install dependencies
pip install requests pybtex

# Run the script
cd markdown_generator
python3 orcid_to_publications.py

# Check results
ls -l ../_publications/

# Commit and push if satisfied
cd ..
git add _publications/
git commit -m "Add publications from ORCID"
git push

Method 3: Manual JSON Processing (For Offline Work)

# On a machine with internet:
curl -H "Accept: application/json" \
  "https://pub.orcid.org/v3.0/0000-0001-6595-5834/works" \
  > orcid_works.json

# Transfer the file, then:
cd markdown_generator
python3 orcid_from_json.py orcid_works.json

# Review and commit
cd ..
git add _publications/
git commit -m "Add publications from ORCID"
git push

🔍 What to Verify After Running

Check Generated Files:
```
ls -la _publications/
```
You should see new .md files with dates and publication titles
Review a Sample File:
```
cat _publications/[one-of-the-new-files].md
```
Verify it has proper YAML frontmatter and content
Test Locally (Optional):
```
bundle install
bundle exec jekyll serve
```
Visit http://localhost:4000/publications/ to see your publications
Check Live Site:
- After pushing to main, GitHub Pages will rebuild (takes 1-5 minutes)
- Visit https://johmast.github.io/publications/
- Verify your publications appear correctly

🔄 Automatic Updates

Once merged, the workflow will automatically:

Run monthly on the 1st at midnight UTC
Fetch any new publications from your ORCID
Create/update publication files
Commit and push changes

You can also trigger it manually anytime via GitHub Actions.

⚠️ Troubleshooting

No publications generated?

Check your ORCID profile is public: https://orcid.org/0000-0001-6595-5834
Ensure works have proper metadata (title, year, etc.)
Review GitHub Actions logs for errors

Publications missing metadata?

Some ORCID entries may lack required fields
Check the script output/logs for warnings
You can manually edit generated files if needed

Want to customize?

Edit markdown_generator/orcid_to_publications.py
Modify publication categorization logic
Adjust citation formatting
Change workflow schedule in .github/workflows/update_orcid_publications.yml

📚 Documentation

Main Guide: markdown_generator/ORCID_UPDATE_README.md
Summary: ORCID_INTEGRATION_SUMMARY.md
This File: NEXT_STEPS.md

🎯 Expected Outcome

After running any of the above methods, you will have:

Individual markdown files for each ORCID publication in _publications/
Publications automatically displayed on your website at /publications/
Proper categorization (manuscripts vs conferences)
Working links to DOIs or URLs
Properly formatted citations

❓ Questions or Issues?

If you encounter problems:

Check the documentation files mentioned above
Review GitHub Actions logs (if using that method)
Look for print statements in script output
Verify ORCID profile has public works with complete metadata

Ready to proceed? Choose Method 1 (GitHub Actions) for the easiest experience!

Johannes Mast