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RICHARD
BURKITT
DIRECTOR OF
SAAS
INNOVATION
EBSCO
FOLIO +
OPENATHENS
INTEGRATION:
A CASE STUDY OF CHALMERS
UNIVERSITY OF TECHNOLOGY
Access Lab 2020: FOLIO + OpenAthens integration
THE "CULTURE" OF AUTHENTICATION
IS EVOLVING
“Today’s researchers face a
confusing diversity of
options to facilitate remote
access to scholarly
information resources, such
as VPN servers, proxy
servers, various access code
and registration schemes,
and third-party software
solutions.”
RA21 recommendations,
https://groups.niso.org/apps/group_public/dow
nload.php/21892/NISO_RP-27-
2019_RA21_Identity_Discovery_and_Persistence
.pdf
LEGACY
SOLUTIONS
RA21 SEAMLESSACCESS,
WAYFINDER
THE "CULTURE" OF AUTHENTICATION
IS EVOLVING
“The user, whether they are
a student, corporate
researcher, or faculty
member, is at the center of
RA21. The ultimate goal of
the project is to produce a
set of best practices
regarding identity discovery
so that the user can access
content they have rights to
access, regardless of their
location.”
RA21 UX deck, https://ra21.org/wp-
content/uploads/2018/05/RA21-UX-Deck-
27Apr2018.pptx
LEGACY
SOLUTIONS
RA21 SEAMLESSACCESS,
WAYFINDER
THE "CULTURE" OF AUTHENTICATION
IS EVOLVING
"For most users, institutional
access is the best bet for
accessing the full text, so
the call to action for
institutional access needs to
be easy to find and easy to
choose."
RA21
recommendations, https://groups.niso.org/apps
/group_public/download.php/21892/NISO_RP-
27-
2019_RA21_Identity_Discovery_and_Persistence
.pdf
LEGACY
SOLUTIONS
RA21 SEAMLESSACCESS,
WAYFINDER
Library
End
users
Publishers
Software
providers
Thought
leaders,
standards
committees
IT,
information
security
Considerations now
extend beyond the
library...
 Multiple user groups in play
 User experience: accessibility, personalization
 Interoperability with existing applications, library
workflows, administration bandwidth
 Usage reporting in line with institutional needs
 Data security, user privacy
 Anonymity vs. more focused visibility
...and library
needs now
extend beyond
simple access
CHALMERS
UNIVERSITY OF
TECHNOLOGY
Considerations
for a FOLIO
deployment
IMAGINING AN
AUTHENTICATION MIGRATION
FOR FOLIO + EDS
 Who needs access to what?
 How will those users log in?
Q: Where will users who have
FOLIO walk-in accounts log in?
A: FOLIO accounts need their
own access point for logging in.
IMAGINING AN
AUTHENTICATION MIGRATION
FOR FOLIO + EDS
 Who needs access to what?
 How will those users log in?
 How can all user groups achieve access?
 What data needs to be transmitted
to achieve FOLIO patron empowerment?
 What other data might need to be protected?
 Will usage analytics be required, supported?
 Can a solution extend to other
library resources, content, tools, applications?
IDENTIFYING THE
SOLUTION
FOLIO,
EDS, AND
OPENATHENS
OpenAthens
supports
log-ins from multiple
Identity Providers
using a WAYF
FOLIO can act as an
identity store for
walk-in, community,
guest users to
facilitate log-ins
All accounts
(FOLIO and
Active Directory)
achieve
authentication and
personalization
STANDARDIZING
THE ACCESS
POINT
TECHNICAL CONFIGURATION: ACTIVE DIRECTORY
TECHNICAL CONFIGURATION: FOLIO DIRECTORY
THE AUTHENTICATION HANDSHAKE
TAKEAWAYS
OpenAthens is not a required component
for a FOLIO deployment, but it solves the
problem of multiple directories.
Multiple user groups, each with rights to
access a platform, can easily log in and
personalize using their respective
accounts.
Access is just the first consideration;
permissions, reporting, and security
features must also be weighed.
THANK YOU Richard Burkitt
rburkitt@ebsco.com

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Access Lab 2020: FOLIO + OpenAthens integration

  • 2. FOLIO + OPENATHENS INTEGRATION: A CASE STUDY OF CHALMERS UNIVERSITY OF TECHNOLOGY
  • 4. THE "CULTURE" OF AUTHENTICATION IS EVOLVING “Today’s researchers face a confusing diversity of options to facilitate remote access to scholarly information resources, such as VPN servers, proxy servers, various access code and registration schemes, and third-party software solutions.” RA21 recommendations, https://groups.niso.org/apps/group_public/dow nload.php/21892/NISO_RP-27- 2019_RA21_Identity_Discovery_and_Persistence .pdf LEGACY SOLUTIONS RA21 SEAMLESSACCESS, WAYFINDER
  • 5. THE "CULTURE" OF AUTHENTICATION IS EVOLVING “The user, whether they are a student, corporate researcher, or faculty member, is at the center of RA21. The ultimate goal of the project is to produce a set of best practices regarding identity discovery so that the user can access content they have rights to access, regardless of their location.” RA21 UX deck, https://ra21.org/wp- content/uploads/2018/05/RA21-UX-Deck- 27Apr2018.pptx LEGACY SOLUTIONS RA21 SEAMLESSACCESS, WAYFINDER
  • 6. THE "CULTURE" OF AUTHENTICATION IS EVOLVING "For most users, institutional access is the best bet for accessing the full text, so the call to action for institutional access needs to be easy to find and easy to choose." RA21 recommendations, https://groups.niso.org/apps /group_public/download.php/21892/NISO_RP- 27- 2019_RA21_Identity_Discovery_and_Persistence .pdf LEGACY SOLUTIONS RA21 SEAMLESSACCESS, WAYFINDER
  • 8.  Multiple user groups in play  User experience: accessibility, personalization  Interoperability with existing applications, library workflows, administration bandwidth  Usage reporting in line with institutional needs  Data security, user privacy  Anonymity vs. more focused visibility ...and library needs now extend beyond simple access
  • 10. IMAGINING AN AUTHENTICATION MIGRATION FOR FOLIO + EDS  Who needs access to what?  How will those users log in?
  • 11. Q: Where will users who have FOLIO walk-in accounts log in? A: FOLIO accounts need their own access point for logging in.
  • 12. IMAGINING AN AUTHENTICATION MIGRATION FOR FOLIO + EDS  Who needs access to what?  How will those users log in?  How can all user groups achieve access?  What data needs to be transmitted to achieve FOLIO patron empowerment?  What other data might need to be protected?  Will usage analytics be required, supported?  Can a solution extend to other library resources, content, tools, applications?
  • 14. FOLIO, EDS, AND OPENATHENS OpenAthens supports log-ins from multiple Identity Providers using a WAYF FOLIO can act as an identity store for walk-in, community, guest users to facilitate log-ins All accounts (FOLIO and Active Directory) achieve authentication and personalization
  • 19. TAKEAWAYS OpenAthens is not a required component for a FOLIO deployment, but it solves the problem of multiple directories. Multiple user groups, each with rights to access a platform, can easily log in and personalize using their respective accounts. Access is just the first consideration; permissions, reporting, and security features must also be weighed.
  • 20. THANK YOU Richard Burkitt rburkitt@ebsco.com