1 Yoel Kortick Senior Librarian Alma Product Management 245 $$a Group Settings for Electronic Resources 246 $$a How to control access to electronic resources by Patron Campus or IP range

2  Ex Libris Ltd., Internal and Confidential Group Settings for Electronic Resources Alternate title: How to control access to electronic resources by Patron Campus or IP range Yoel Kortick Senior Librarian Alma Product Management

3 Yoel Kortick Senior Librarian, Alma Product Management Group Settings for Electronic Resources Alternate title: How to control access to electronic resources by Patron Campus or IP range

4 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

5 Introduction The “Group Settings” for Electronic Resources allow the institution to restrict access to an electronic resource to a specific campus or library. In the case of a collaborative network access may also be restricted to particular members (institutions). The “Group Settings” may be defined on the level of 1.Portfolios 2.Collections

6 Introduction Defining the “Group Settings” for an Electronic Resource is done in two stages: 1.Defining Management Groups 2.Use the Management Group by Adding “Group Settings” (Available For) to electronic resources (collections or portfolios).

7 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

8 Defining Management Groups A “Management Group” is a set of campuses or libraries for which the institution desires to manage electronic resources. Typical cases of a group may be: 1.One or more campuses 2.One or more libraries Each campus and each library may belong to more than one group.

9 Defining Management Groups In some cases certain campuses or certain libraries will purchase electronic resources and then want them available only for the particular campus or library that purchased them. In this case they can define the resource with an electronic resource “Group Settings” (Available For) which is the same as that group which purchased the resource.

10 Defining Management Groups In our example we will be dealing with A campus called “The Science and Physics Libraries Campus” which includes the Science Library and the Physics Library A library called the “Engineering Library”

11 Defining Management Groups Here is the campus called “The Science and Physics Libraries Campus” which includes the Science Library and the Physics Library

12 Defining Management Groups Here is the library called the “Engineering Library”

13 Defining Management Groups Now we will add a “Management Group” which includes the library or the campus. The “Management Group”, as we stated, may include multiple campuses or libraries Add a management group at “Resource Configuration Menu > General > Inventory Network Groups”

14 Defining Management Groups

15 Defining Management Groups Here we are adding a group called “The Science and Physics Libraries Campus Group”

16 Defining Management Groups We then define that it includes the “Science and Physics Libraries Campus” We could (but will not) add additional campuses and libraries to this group

17 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

18 Adding the Management Group to a resource We will now add the Management Group “The Science and Physics Libraries Campus Group” to the electronic portfolio “Packing and portaging” This is done via the “Group Settings” tab in the electronic portfolio editor

19 Adding the Management Group to a resource Choose the group for whom the resource will be available This will be available for “The Science and Physics Libraries Campus Group”

20 Adding the Management Group to a resource Within the Alma interface it is clear that this resource is available only for a specific group.

21 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

22 The effects of the Management Group The management group “The Science and Physics Libraries Campus Group” was added to resource “Packing and portaging” The management group “The Science and Physics Libraries Campus Group” includes campus “The Science and Physics Libraries Campus” The campus “The Science and Physics Libraries Campus” includes IP – Therefore …

23 The effects of the Management Group A “guest” user coming from IP should be able to access this resource Within the range for “The Science and Physics Libraries Campus”

24 The effects of the Management Group The “guest” user coming from IP does have access to this resource This is the Public Note enter in the Group Settings

25 The effects of the Management Group If the IP of the campus which is in the management group were changed to – instead of – Then the IP of the user would no longer be in the IP range …

26 The effects of the Management Group And as a result access to the electronic resource would be denied

27 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

28 Adding the Management Group to a collection It is also possible to assign a “Management Group” to an entire collection. It will then be applied for all resources associated with the collection This is done from within the Electronic Collection Editor

29 Adding the Management Group to a collection In this case the “Management Group” “The Science and Physics Libraries Campus Group” will be applied not only for “Packing and portaging” but for all resources which are part of electronic collection “Project Gutenberg Free eBooks”

30 Adding the Management Group to a collection Now we see it at the collection level And we see it in all resources of the collection

31 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

32 Limiting access by library In the previous examples we used a “Management Group” which was associated with a campus. Now, via “Resource Configuration Menu > General > Inventory Networks > Add Group” we add a “Management Group” which is associated only with the “Engineering Library” It is not associated with a campus.

33 Limiting access by library The only member of this group is the Engineering Library This is “Management Group” “The Engineering Library Group”

34 Limiting access by library The Engineering Library has IP address range

35 Limiting access by library Therefore if the “Management Group” “The Engineering Library Group” is applied to a resource then only IP’s within the range will be able to access it. “Agent Nine and jewel mystery” has management group “The Engineering Library Group”

36 Limiting access by library Here the “guest” does have access. This is because is in the range

37 Limiting access by library But … if the IP address of the library were changed from to

38 Limiting access by library Then the “guest” will no longer have access. This is because is not in the range

39 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

40 Access by patron campus It is also possible to control access to resources which have a management group via the patron campus

41 Access by patron campus Here is how the system works with patron campus: 1.If the user is a guest then he will be able to view the resource only if he comes from an IP within the range (we already saw this) 2.If the user is logged in and does not have a campus then he will be able to view the resource only if he comes from an IP within the range (we already saw this) 3.If the user is logged in and not within the IP range then he will be able to view the resource if he has a campus which is part of the management group attributed to the resource 4.If the user is logged in and is not coming from an IP in the range and does not have a campus which is part of the management group then he will not be able to see the resource.

42 Access by patron campus We will now see a real example of how the system works regarding the patron campus. In our example there is a resource which has a management group which includes a campus which has an IP range of The logged in patron is coming from a different IP range:

43 Access by patron campus This is the resource which has a management group which includes a campus which has an IP range of

44 Access by patron campus Patron Cindy Brady comes from a different IP range and does not have a campus

45 Access by patron campus No access

46 Access by patron campus Patron Cindy Brady comes from a different IP range and does have a campus (which is part of management group in the electronic resource)

47 Access by patron campus Now she does have access even though she is not in the IP range

48 Agenda Introduction Defining Management Groups Adding the Management Group to a resource The effects of the Management Group Adding the Management Group to a collection Limiting access by library Access by Patron Campus Defining the Campus in the OpenURL

49 Defining the Campus in the OpenURL Until now we have looked at a situation where the logged in user may or may be not be associated with a campus depending on if his user record has a campus. It is also possible to define the campus within an OpenURL. In this way a link to a record in Alma from outside of Alma or Primo can still be associated with a campus, thereby providing access

50 Defining the Campus in the OpenURL For example, The electronic Resource “Agent Nine and the Jewel Mystery has “Group Settings” has “The Science and Physics Library Campus Group”.

51 Defining the Campus in the OpenURL “The Science and Physics Library Campus Group” includes the campus with code “SciencePhysics”

52 Defining the Campus in the OpenURL The campus with code “SciencePhysics” has IP definition , and I am coming from an IP in a different range

53 Defining the Campus in the OpenURL So now we need to be able to tell Alma what campus I am coming from just using the OpenURL – because I am not “logged in” so therefore there is no campus associated with a user. On the following slide we have the syntax for the openURL where The URL of Alma begins: The Alma institution code is: https: EXLDEV1_INST The campus code is: SciencePhysics

54 Defining the Campus in the OpenURL No campus code - correctly states “No full text available” /openurl?rft.mms_id= Has correct campus code - does give access /openurl-SciencePhysics?rft.mms_id= Has different campus code - does not give access /openurl-Law?rft.mms_id=

55 Defining the Campus in the OpenURL No campus code - correctly states “No full text available”

56 Defining the Campus in the OpenURL Has correct campus code - does give access

57 Defining the Campus in the OpenURL Has different campus code - does not give access

58 Thank You