The document summarizes the SCURL Walk-In Access to E-resources Project which investigated technical and operational solutions to enable higher education institutions to provide access to electronic resources for external and walk-in users where licenses permit. The project aimed to deliver a toolkit identifying good practices and built on outcomes of previous UK projects. It discusses various approaches taken by member institutions to provide access within the terms of licenses, including the use of Shibboleth, EZProxy, dedicated computers and IP ranges.

1. SCURL Walk-In Access to E-resources Project supported courtesy of the SLIC Innovation and Development Fund 2011

2. Project Description To investigate technical & operational solutions to enable HE Institutions provide access to electronic resources by external users where “walk-in” licences permit To deliver a toolkit identifying good practice To build on the outcomes of previous UK projects e.g. HAERVI

3. The SCURL WIA Team Eddie Alaszewski . E-services Librarian, Robert Gordon University Library Sally Clegg, Glasgow Life Jason Cormie, Technical Architect IT, St Andrews University Paul Cunnea , Digital Collections Manager, National Library of Scotland Mark Glancy , Library Operations Manager, National Museums Scotland Library Ross Hayworth , Serials & Electronic Resources Manager, University of Aberdeen William Nixon , Digital Library Development Manager, University of Glasgow Library Alistair Young , Senior Software Engineer, Sabhal Mor Ostaig, UHI.

4. Activities to Investigate Definition of walk-in user Identity management of user Provision of access Licence Members’ institutions WIA programme

5. Definition of Walk-In Physically on site in the institution’s premises Is user able to access the security gate after core staffed hours? Is user able to obtain paper documentation & agree to signing the T&C’s of the licence?

6. Access Restricted to Physical Library Use is restricted to the physical premises only for the duration the user is within the physical premises the user must possess a valid library card

7. Access content off-campus UHI partner institutions physically located across islands and mainland Scotland Learners are located at a geographical distance from the institution

8. Identity Management of Users Category of Potential Users Honorary Associated Alumni Retired staff Minors such as schoolchildren Citizens of a nation

9. Provision of Access Mixed economy of Shibboleth and EZproxy Shibboleth requires users to be authenticated to the institution

10. IT Solutions Visitor wifi network outwith the IP range : would offer limited short-term access Provide a special identity for minors : this would influence the proxy giving access to a specific suite of resources Mixed economy of FE and HE : resources are IP driven so users access a different tranche of content

11. Licence Terms & Conditions of Licences WIA acceptable from the licensee’s premises WIA from the Library’s premises WIA not documented in licence Licence stipulates content is restricted to institution’s members

12. SCURL Institutions: Case Studies University of Aberdeen: 20 IP authenticated resources to e-journal collections, dbs and digital archives accessed through 4 dedicated PC’s. Available 09:00 to 21:00 for one hour slots Library staff log users on and logout is either manual or automatic following a countdown Download to a USB stick within T&Cs of licence and copyright law

13. National Museums Scotland External readers are prompted for a username and password if click on an external link on the OPAC Reader is invited to register and are given a login for 30 days Swets identified 54 e-journals in NMS collection offering WIA

14. Robert Gordon University Library Navitas college users do not meet T&C’s of many of the licences Therefore RGU is not obliged to provide unrestricted access to e-resources Solution: Resources allowing WIA: obtained individual user names & passwords which user must access to log in to resources Overcome IP authentication by using an IP range that the SPs are not aware of and it thus appears as off-campus Georgina Scott Sutherland Library

15. Sharing Best Practice Liaison SCONUL Task and Finish Group on Access Issues – WATER WHELF – Wales Higher Education Libraries Forum SWRLS – South West Regional Libraries System JISC Collections

16. The (Imminent) Future SCONUL Shared Services Project of ERM Knowledge Base+ JISC Collections SCURL SHEDL http://sconulerm.jiscinvolve.org/wp/ The Partners

17. Our Project Aim Unlimited and unrestricted access for users within Copyright and also within the Terms and Conditions of the Licence – by 2012.

18. Acknowledgments SLIC IDF SCURL colleagues Other consortia in the UK The SCURL Walk-In Access Task & Finish Group Images courtesy of Chris Banks and also the UHI.

19. Thank-you! Jill Evans SCURL Service Development Manager [email_address]