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Broken Access Publishing
OR
How to make your site incompatible
with library-intermediated workflows
Simon Inger, September 2013
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License
Discovery and Delivery
Library Web Pages
Resource Discovery,
e.g. Primo, Summon, EDS
Link Server/Resolver,
e.g. SFX, Serials 360, EDS
Target
Library Technology Components
• Library web pages
– Direct readers to the most appropriate place to
start their content discovery
• Resource Discovery Services (RDS)
– (Primo, Summon, EDS, a.k.a. web scale
discovery)
– A&I are indexes of content and usually library-
recommended
– Libraries invested much in multi-subject RDS
• Link server/resolver
– Manages multiple incarnations of content
Journals and Monographs
Library Web Pages
Resource Discovery
Link Server/Resolver
Target
A&I
Library Web Pages
Resource Discovery
Link Server/Resolver
Target
Reference
Library Web Pages
Resource Discovery
and Target
Link Server/Resolver
Secondary Target
Authentication
Library Web Pages,
sometimes
authenticated
Resource Discovery,
authenticated
Link Server/Resolver,
often authenticated
Target, often
authenticated
Case study 1 – UK university
• Preferred sign-in method for library is Shibboleth
• Publisher supports Shibboleth
• Publisher offers free alumni access if it can be monitored
– Publisher does not support Shibboleth attributes (which
would report alumni)
– Publisher requires separate IP address
• Library needs readers to use IP address access instead
• Link server can only record one URL for each target, so on-
site and off-site users have to use proxy
– (Proxy is in another country or cloud based and invalidates publisher’s
Google analytics)
• Library finds it cannot get 2 IP addresses from proxy
provider
• Broken Access
Case study 2 – university in Oman
• Entire country uses single IP gateway because of
government censorship, so institutions indistinguishable
• Preferred sign-in method for library is Shibboleth
• Publisher supports Shibboleth
• Resource Discovery Service does not support Shibboleth
• Library needs readers to use IP address access instead, via
a proxy
• Publisher does not support proxies
• Broken Access
Case 3 – hospital in South Africa
• Whole regions of the medical sector in South Africa share IP
addresses, so institutions indistinguishable
• Many remote workers, often out in the field
• Library not advanced enough for Shibboleth
• Publisher supports off-site access and proxies, but licence
demands that only off-site users use the proxy
• Library’s only option anyway is to provide access for its
patrons via a proxy
– Library either breaches licence or doesn’t buy product
• Broken Access
Access Planning
Shibboleth or Athens
Reader
•Unauth‐
enticated
•External SSO
•OpenID
•Facebook
•Google
•Yahoo
Library technology
•Library web 
pages
•SSO
•Proxy
Externaldiscovery
•Google
•A&I
Publisher
•WAYF
•WAYFless
•IP
•Content
WAYFless via library technology
Reader
•Unauth‐
enticated
•External SSO
•OpenID
•Facebook
•Google
•Yahoo
Library technology
•Library web 
pages
•SSO
•Proxy
Externaldiscovery
•Google
•A&I
Publisher
•WAYF
•WAYFless
•IP
•Content
WAYFless with external SSO
Reader
•Unauth‐
enticated
•External SSO
•OpenID
•Facebook
•Google
•Yahoo
Library technology
•Library web 
pages
•SSO
•Proxy
Externaldiscovery
•Google
•A&I
Publisher
•WAYF
•WAYFless
•IP
•Content
Proxy and IP Access
Reader
•Unauth‐
enticated
•External SSO
•OpenID
•Facebook
•Google
•Yahoo
Library technology
•Library web 
pages
•SSO
•Proxy
Externaldiscovery
•Google
•A&I
Publisher
•WAYF
•WAYFless
•IP
•Content
Proxy via local SSO
Reader
•Unauth‐
enticated
•External SSO
•OpenID
•Facebook
•Google
•Yahoo
Library technology
•Library web 
pages
•SSO
•Proxy
Externaldiscovery
•Google
•A&I
Publisher
•WAYF
•WAYFless
•IP
•Content
Open Access
• This must all favour Open Access
publishing, right?
• Yes and No.
• If, in an Open Access future, libraries stay
intermediated, they are going to want to
measure the utility of each title they link
to, which means they will want usage
statistics, which means the OA publisher
will need to authenticate
• BUT – authentication can be much lighter
and is more likely to be compatible
Think How You Fit In, and Plan!
Library Web Pages
Resource Discovery,
e.g. Primo, Summon, EDS
Link Server/Resolver,
e.g. SFX, Serials 360, EDS
Target
Questions?
simon@sic.ox14.com
simon@renewtraining.com

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Broken access publishing

  • 1. Broken Access Publishing OR How to make your site incompatible with library-intermediated workflows Simon Inger, September 2013 This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License
  • 2. Discovery and Delivery Library Web Pages Resource Discovery, e.g. Primo, Summon, EDS Link Server/Resolver, e.g. SFX, Serials 360, EDS Target
  • 3. Library Technology Components • Library web pages – Direct readers to the most appropriate place to start their content discovery • Resource Discovery Services (RDS) – (Primo, Summon, EDS, a.k.a. web scale discovery) – A&I are indexes of content and usually library- recommended – Libraries invested much in multi-subject RDS • Link server/resolver – Manages multiple incarnations of content
  • 4. Journals and Monographs Library Web Pages Resource Discovery Link Server/Resolver Target
  • 5. A&I Library Web Pages Resource Discovery Link Server/Resolver Target
  • 6. Reference Library Web Pages Resource Discovery and Target Link Server/Resolver Secondary Target
  • 7. Authentication Library Web Pages, sometimes authenticated Resource Discovery, authenticated Link Server/Resolver, often authenticated Target, often authenticated
  • 8. Case study 1 – UK university • Preferred sign-in method for library is Shibboleth • Publisher supports Shibboleth • Publisher offers free alumni access if it can be monitored – Publisher does not support Shibboleth attributes (which would report alumni) – Publisher requires separate IP address • Library needs readers to use IP address access instead • Link server can only record one URL for each target, so on- site and off-site users have to use proxy – (Proxy is in another country or cloud based and invalidates publisher’s Google analytics) • Library finds it cannot get 2 IP addresses from proxy provider • Broken Access
  • 9. Case study 2 – university in Oman • Entire country uses single IP gateway because of government censorship, so institutions indistinguishable • Preferred sign-in method for library is Shibboleth • Publisher supports Shibboleth • Resource Discovery Service does not support Shibboleth • Library needs readers to use IP address access instead, via a proxy • Publisher does not support proxies • Broken Access
  • 10. Case 3 – hospital in South Africa • Whole regions of the medical sector in South Africa share IP addresses, so institutions indistinguishable • Many remote workers, often out in the field • Library not advanced enough for Shibboleth • Publisher supports off-site access and proxies, but licence demands that only off-site users use the proxy • Library’s only option anyway is to provide access for its patrons via a proxy – Library either breaches licence or doesn’t buy product • Broken Access
  • 13. WAYFless via library technology Reader •Unauth‐ enticated •External SSO •OpenID •Facebook •Google •Yahoo Library technology •Library web  pages •SSO •Proxy Externaldiscovery •Google •A&I Publisher •WAYF •WAYFless •IP •Content
  • 14. WAYFless with external SSO Reader •Unauth‐ enticated •External SSO •OpenID •Facebook •Google •Yahoo Library technology •Library web  pages •SSO •Proxy Externaldiscovery •Google •A&I Publisher •WAYF •WAYFless •IP •Content
  • 15. Proxy and IP Access Reader •Unauth‐ enticated •External SSO •OpenID •Facebook •Google •Yahoo Library technology •Library web  pages •SSO •Proxy Externaldiscovery •Google •A&I Publisher •WAYF •WAYFless •IP •Content
  • 16. Proxy via local SSO Reader •Unauth‐ enticated •External SSO •OpenID •Facebook •Google •Yahoo Library technology •Library web  pages •SSO •Proxy Externaldiscovery •Google •A&I Publisher •WAYF •WAYFless •IP •Content
  • 17. Open Access • This must all favour Open Access publishing, right? • Yes and No. • If, in an Open Access future, libraries stay intermediated, they are going to want to measure the utility of each title they link to, which means they will want usage statistics, which means the OA publisher will need to authenticate • BUT – authentication can be much lighter and is more likely to be compatible
  • 18. Think How You Fit In, and Plan! Library Web Pages Resource Discovery, e.g. Primo, Summon, EDS Link Server/Resolver, e.g. SFX, Serials 360, EDS Target