Michelle Eichelberger: Good morning, everyone. It's 11 o'clock, so why don't we go ahead and get started with today's presentation.
Michelle Eichelberger: Today we're going to be talking about advanced discovery authentication to my account. And this is part of an ongoing series that we're doing every Wednesday at 11 on EV sources and discovery topics. So why don't we leap right in
Michelle Eichelberger: What we're going to do today is talk about all of the ways that patrons can log in, when they're using pre movie. We're going to talk about what they would gain by logging in.
Michelle Eichelberger: We're going to talk about how you can use user groups to determine what shows for a patron, or what doesn't show
Michelle Eichelberger: We're going to talk about configuring advanced authentication services, we're going to look at my account and understand what's being displayed and how you can make changes there.
Michelle Eichelberger: What we're not going to cover is any kind of system. He says load information we're just talking today about what the patron sees in primo when they're using it for discovery.
Michelle Eichelberger: So there are various ways that patients can login when they're in primo the basic one is their primo Alma login. And this is what they use to get access to my library card to see any request options.
Michelle Eichelberger: To see any loan details in terms of how long they could check something out, they can get in and see what they have checked out, see if they have any fines or fees, etc. So this login is usually set up using
Michelle Eichelberger: Ces or SAML or Shibboleth or whatever it is that your particular campus uses for a login
Michelle Eichelberger: Another login. They may run into is your proxy login and which I'm sure you know, this is what patients use to get access to content when they're outside of your registered IP range.
Michelle Eichelberger: So a bender knows that you have a particular IP range for your campus.
Michelle Eichelberger: When the patron is on campus. They shouldn't have to log in to get any information. But if they're off campus, they will have to login so that they can be authenticated as coming from your campus.
Michelle Eichelberger: And examples of this kind of login would be for easy proxy or open Athens.
Michelle Eichelberger: And then Iliad. If you're using Iliad to fulfill resource sharing requests there if this could be yet another login that the patron needs to use. So this would be used to request content that's not available through Sunni resource sharing
Michelle Eichelberger: Usually, this would be articles or other electronic content.
Michelle Eichelberger: So why can we just have one login that works for everything.
Michelle Eichelberger: I guess the answer is just because because the vendors don't all work together, there's no easy way to do this. You can set it up to use the same login in terms of CES or SAML or whatever.
Michelle Eichelberger: But it won't automatically log the patron into all three at the same time.
Michelle Eichelberger: One thing you can do to make things a little bit easier for your patrons, is that you can enable silent login. And what that means is
Michelle Eichelberger: If in the same browser that your patron is in if they have logged into maybe blackboard or banner or something else on your campus and that's using the same authentication method is primo
Michelle Eichelberger: If you have silent login enabled that will automatically log them into primo. This is not foolproof.
Michelle Eichelberger: I know that there's been issues with this if people are coming into primo through the link resolve or sometimes that service page. They aren't automatically logged in, but in general.
Michelle Eichelberger: This can be a good way to just behind the scenes, have it set up so the patron would be automatically logged in.
Michelle Eichelberger: So, because you can't automatically log into all three systems. This leaves you with some choices that really need to be decided at your local campus. This is not something that anyone else can decide for you because you know what's best for your patrons.
Michelle Eichelberger: So what do you want to make your patrons login to see
Michelle Eichelberger: Proxy most patrons are used to using the proxy because they have used this in the past they use it with your standalone databases. So they're probably comfortable with the fact that if they're on campus.
Michelle Eichelberger: There'll be able to see the full text of articles. But if they're off campus. They may have to log into to
Michelle Eichelberger: To get to those. So if you allow film fulfillment. And what I mean by fulfillment, or the view online links you if you allow that to show without making the patrons login to see that then they just need one login to get to the article from off site.
Michelle Eichelberger: Okay, so another thing to consider is, do you want your ILLiad Request button again and this is for articles. Do you want to put this behind
Michelle Eichelberger: The login to see request Actions button. Do you want to just make it before that button. If you put it behind the button, then the patron has to log in to even get the option to make a request.
Michelle Eichelberger: And then login to elite to place the request. So again, that's something to consider. But if you don't put it behind
Michelle Eichelberger: The button, then it's just sitting there out in the open. If you have community patrons and you don't let them use Iliad, they will see the link anybody coming into your catalog from another place would see the link, etc.
Michelle Eichelberger: Do you want to activate content that can't be seen without logging it like the
Michelle Eichelberger: Scope scope. We're going to talk more about this later, but there is a possibility to set up a scope to search abs. Go. But the problem with it is if your patron is not logged in, they won't get any results and it'll look like it's not working. So again, that's something to think about.
Michelle Eichelberger: How certainly do you feel about your patrons, being able to see item policy information for loans.
Michelle Eichelberger: What I mean by this is, without logging in, they can see if the loan is available or not. But if they are logged in, they'll be able to know specifically for their user group how long they can check it out.
Michelle Eichelberger: And any other affiliated information. So if your campus doesn't care so much about patrons, seeing that you can not make them login. But if you do want them to be able to see that information, you may want to force login
Michelle Eichelberger: Do you want to force login to do anything in primo in terms of
Michelle Eichelberger: You know off the bat, I know that one campus is set up this way so you can't even get to primo unless you login so the nice thing about that is that everything is then open and available the patrons don't have to remember to login later.
Michelle Eichelberger: But the problem is if you have guests that don't have an account, they're not going to be able to
Michelle Eichelberger: Get to anything or if other campuses are trying to look at your settings and compare it to their own own that can be an issue.
Michelle Eichelberger: So also, do you have request options like reprints desk that you only want certain groups to be able to have access to. If you have that kind of a thing. Then you're going to want to make people login to get to that.
Michelle Eichelberger: So login pros and cons. We've already talked about this a little bit, but I just wanted to lay this out so
Michelle Eichelberger: The pros of making people login is that they can get access to my library card so they can see renewal options check their fines track holds and requests, etc.
Michelle Eichelberger: They can save their research, they can set up search alerts, they can get real time loan information. That's what I was talking about with the item policy information.
Michelle Eichelberger: Also the request options will show right away, they won't have to log in to see the button.
Michelle Eichelberger: But the cons of making people login or the, it can be real barrier to access. So your patron might be an on campus guests with no account and they might want to just be able to get in and get an article
Michelle Eichelberger: They might the patron might be in a hurry and just need one article and they don't want to have to log in to get to anything.
Michelle Eichelberger: Someone at another Sunni location might be trying to check out your settings and see how they work. And if they have to log in to get to your settings.
Michelle Eichelberger: Not setting so much but just see how you've set up your premium because they may want to do the same thing in their own, they won't be able to get to your primo to see what you've done.
Michelle Eichelberger: Less likely, but the patron may not know their account information. Generally, these days. This is not so much of an issue because they have to have their account to get into Blackboard or any other course management system. So less likely, but still possible.
Michelle Eichelberger: Okay, so where did your login options come from this is in terms of, you know, how did it get set up for what you use to let your patrons login to Alma primo and again I'm talking specifically about your alma primo login, not for Iliad or for your proxy.
Michelle Eichelberger: So in your integration profiles. This is under General external systems you can have up to five login options and you set them up in here and this is probably done when you were working on your
Michelle Eichelberger: Sis loads which camera not going to get into. But this is where you set up all of this information, you may not have to know this for what you're doing. But I wanted you to be aware of where this lives just in case you have any issues or if you want to add another kind of login option.
Michelle Eichelberger: Once those integration profiles are set up the auction should show in the discovery authentication user authentication section. So here's your discovery config.
Michelle Eichelberger: Authentication user authentication and when you open that up. You should see whatever you've added to that integration profile.
Michelle Eichelberger: And then you can decide which ones you want to use.
Michelle Eichelberger: If you just choose one of these, if you just choose the optimum login, for example, that would be for Community users, then it'll take them right to that login or vice versa, if you only want to have a login for people who are affiliated with the college
Michelle Eichelberger: Then you would just pick out whichever one your, your campus uses and then they would be taken right to that login
Michelle Eichelberger: However, if you choose more than one authentication method which you might want to do if you want to allow both community members and your campus students, faculty and staff.
Michelle Eichelberger: They get a choice. So in this case, this is a GCC. They allow both community patrons and their students, faculty and staff to login so when the patron clicks on the login option they get two choices.
Michelle Eichelberger: So you can configure a lot on this particular page.
Michelle Eichelberger: And the place you do that is in that here's I showed you a minute ago, the profiles. There's also a tab here for the login labels. That's where you can configure what the patrons see in this box here.
Michelle Eichelberger: So here's where it says my GCC account. That's the login link one community patron is the login link to you can configure the language in terms of, you know, the wording that is used for this particular page.
Michelle Eichelberger: And you can have a different login error message. There's a lot you can do with this.
Michelle Eichelberger: You can also configure the health information.
Michelle Eichelberger: This sort of obviously I didn't really hit me at first, but
Michelle Eichelberger: This is only the health information for the alma login. Because if you're being taken to your campus login. There's already going to be health information out there. That's a whole separate system from Alma primo so you wouldn't really control that from within, almost primo
Michelle Eichelberger: But here's where you could put a little contact The Library link if you wanted to. And that again is in this user authentication area.
Michelle Eichelberger: And it would be down here and you would just decide how you wanted your patrons to be able to go and ask for help.
Michelle Eichelberger: My guest and I haven't done this myself, but I think you can probably change the CSS on this page. If you don't like the colors. If you don't like the way it displays.
Michelle Eichelberger: And the way you would figure out how to do that is you would inspect the code in your browser and then you could figure out what CSS is working behind the scenes. And then you could probably make some changes to it.
Oh, great. And Jennifer says, yes, you can change that. Good to know. Thanks, Jennifer.
Okay.
This is a little bit of advanced information we covered the basics about what actually shows in my library card in the designing primo be six month tune up session, which I did a few weeks ago, we talked about how you can display the different pieces of information that shows in the
Brief record and and the full record and all of that. So I would refer you to that if you wanted to make some changes to what shows in the my library account. One thing that you can do. I know that some places.