Linking Users, Resources, & Data Driven Decisions with OpenAthens Katy Gabrio, Assistant Director Christopher Holly, Director of SaaS Innovation

Helping over 2,200 organizations in 49 countries, enable access to hundreds of thousands of journals, databases and e-books for over 4 million end users. This is what OpenAthens is today – Helping over 2,200 organisations in 49 countries, enable access to hundreds of thousands of journals, databases and e-books for over 4 million end users But I want to start off by taking a step back from this – How did we get here? And what does that journey look like?

EBSCO OpenAthens Partnership Subscription is with EBSCO EBSCO handles OpenAthens invoices/queries/interactions EBSCO Implementation Services Single point of contact in EBSCO EBSCO contacts vendors EBSCO sets up links with EBSCO products

What makes OpenAthens different from IP/proxy? Uses latest SAML 2.0 security protocol (end to end encryption) Provides a Federation framework (InCommon, OpenAthens) Works across all devices and locations Supports user personalization Collects detailed usage statistics Always fully hosted Designed by librarians for librarians So what makes OpenAthens different from IP/Proxy based authentication? Well the biggest differentiator is that OpenAthens is designed by librarians for librarians – the service was first designed and built by an academic library - the University of Bath in England. Since then the product has changed many times but remains true to this core, there are no stanza’s, no config files as everything is configured via the admin portal we’ll see a little later during the demo OpenAthens is always fully hosted – nothing to install, no servers to provision or manage in-house It works across all devices and locations – OpenAthens is totally independent of a users IP address, so as long as you have an internet connection and a browser then you’re good to go. Whether that’s on a smart phone, tablet, laptop or desktop pc We’ll look at this in more detail later on but OpenAthens collects detailed usage statistics so that you know exactly who’s accessing your resources and from which part of the organisation And OpenAthens supports user personalization – which we’ll see more of during the demo

OpenAthens for End Users

Library User’s Process

OpenAthens for Library Staff

Attribute Reporting Correlate Procurement to Use “Attribute” reporting by users, groups, or other customized category E.g.; alumni, faculty, graduate, undergraduate, law library, health science library, primary major, etc.

OpenAthens at Macalester So at this point I just wanted to take a quick look through some of the development projects we’re working on right now at OpenAthens

Became a HathiTrust partner December 2016 Became a HathiTrust partner Interest in supporting efforts preserving monograph collections 2013 launched major collection review and deselection process Unique in that we are currently using OpenAthens only for HT December 2016 Became a HathiTrust partner Talking internally about interest in supporting efforts to preserve monograph collections and open access efforts. Statewide conversations about shared print preservation efforts. HathiTrust as another way to support those types of efforts.

HathiTrust Technical Requirements: Member of InCommon Federation (U.S. libraries) Using a SAML 2.0 identity provider that is part of the InCommon Federation = Shibboleth Became a partner knowing that we did not yet have the authentication piece in place with the plan to explore with ITS what it would take to implement Shibboleth at Macalester. Wrote a proposal asking our colleagues in ITS to explore possibility of implementing Shibboleth at Macalester. Currently use EzProxy for most of our proxy needs.

HathiTrust & Shibboleth What about OpenAthens? DOUBTERS:-) January 2017 Visit from Ebsco reps HathiTrust & Shibboleth What about OpenAthens? DOUBTERS:-) January 2017 At one point visiting with Ebsco reps about new things happening with Ebsco and they mentioned OpenAthens. At the time we weren’t looking to replace EzProxy. In that conversation I brought up HathiTrust and they told me that OpenAthens could be used with HathiTrust. DOUBTERS!!

Shibboleth at Mac = Hiring Contractor May 2017 Met with ITS about what a Shibboleth implementation would look like at Macalester. No in-house expertise, would need to contract the implementation and support out.

+ Summer 2017 Received a quote OpenAthens Trial (set-up by Ebsco) Multiple phone calls and emails January 2018: SUCCESS! Summer 2017 Received a quote OpenAthens Trial set-up Multiple phone calls and emails (75 email thread:-) with EduServ (Adam Snook), Ebsco, HathiTrust, University of Michigan (Sebastien Korner) Took some time to figure out and test the different pieces and to make sure we were all on the same page Everyone was great to work with and helpful throughout the process. Success in January 2018 Future: Look more closely at OpenAthens as a potential replacement for EzProxy

Thank you! Questions?