Increase opportunity for ORCID work/review deposits

[ewhanson]

Issue description

From #10338:

Currently, there are two types of items that OJS can push to ORCID users' profiles via the member API: published works and review contributions. Each of these pushes to ORCID are currently only triggered in a few specific situations with limited ability to do so retroactively. There are many scenarios where an author or reviewer may want to push their contributions from an OJS journal to their ORCID profile after the initial publication workflow process.

One area for improvement described in the discussion is to:

Increase the number of opportunities for OJS to automatically send both works and review contributions throughout the publication workflow process, especially for review contributions as these are currently only dispatched once when a reviewer is thanked in OJS as part of the reviewer workflow.

Implementation details

Both review and work deposits are handled via action classes SendSubmissionToOrcid.php and SendReviewToOrcid.php and should be used for all cases outlined below if possible.

Two areas of improvement should be explored:

1. Expanded opportunities for automatic deposit, e.g. enable attempting review contribution deposits when work deposits are made, etc.
2. Add opportunities for manual re-triggering of review/work contributions, e.g. if a review is complete and the reviewer has added their ORCID, someone should be able to trigger the deposit manually.

Automatic deposit opportunities

• Review contributions should be deposited whenever a work/submission deposit is made (and in all cases outlined below)
• If an author links their ORCID, the whole submission work/review deposit process should be tried again.
• If any metadata is changed with the submission, a redeposit should be attempted, e.g. on the hook ArticleSearchIndex::articleMetadataChanged
• Additional opportunities should be explored as well

NB: It may not be possible to resubmit review contributions if a user who has completed reviews adds their ORCID after submitting a review because there is not currently a way to know which specific review/submission should be handled when a user adds their ORCID. This is to be explored in a future issue in conjunction withe ORCID-PKP working group.

Manual deposit opportunities

• Before investigating which manual deposit opportunities, we must first consider who should be allowed to trigger submissions. At the very least, this should be available to privileged editorial users (journal managers, editors, section editors) but should authors/reviewers be able to trigger the deposit as well?
• It is probably enough to have a single button (or pair of buttons, one each for works and reviews) to manually trigger somewhere in the submission workflow screen.

Additional notes

The impetus for this is the difficulty with which review contribution deposits can be repeated or triggered at all. While it makes sense to improve work deposit opportunities at the same time, the primary "low-hanging fruit" here is improving reviewer contribution opportunities.

[ewhanson]

Hey @Devika008, I don't think anything above will require a full mockup, but do you have any recommendations for where a "trigger ORCID deposits" button should go within the submission workflow? I would imagine it being in the "Publication -> Metadata" tab, but was curious if you had any thoughts on tab/placement.

[ewhanson]

Just thinking out lout, it may make sense for the manual deposit for review contributions to be on a per-reviewer basis in the "three dot" menu as pictured below. What do you think?

[taslangraham]

@ewhanson
I like the idea of having the button available on a per-reviewer basis. However, it might be tedious for the editorial user to manually check each reviewer and trigger a submission individually. It could be beneficial to also have a single button—perhaps under 'Publication -> Metadata,' as you mentioned—that would allow triggering manual deposits for all reviewers at once.