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Walk-in Access to e-Resources at the
University of Bath
Lizz Jennings
The Problem

• Librarians no longer free to decide who use their stock
• Licences try to strike balance between access and
  publisher viability
• Most user groups covered, but community users with no
  formal affiliation are a challenge
• Licences may accommodate them, but making access
  available through existing IT systems can prove difficult
   – Restrictions on location e.g. to library building
   – Requirement for user registration
   – Requirement for supervision
The Problem

• Moving to more online only content
• Widening participation becoming increasingly important
• Groups wishing to access university library resources:
   – SCONUL access users from other institutions
   – School/college students undertaking Extended Project or
     International Baccalaureate
   – Independent researchers
• Diverse research topics
• Need to:
   – identify what can be accessed
   – make it available within existing systems and terms of licence
The Solution: Identifying Licence Terms

• E-Resources have become large part of collection
• ERM systems to manage associated information, but
  costly
• Carried out assessment of available products vs local
  solution
• Opted for existing wiki intranet to store information
   – flexible – could contain any kind of information
   – accessible to all library staff, but not outside of library
   – only needed to record information that was useful to us
The Solution: Identifying Licence Terms

• Wiki databank contains:
   –   Licences
   –   Usage statistics
   –   Title lists
   –   Access information
• Licence data marked up with labels to provide a
  summary table of terms
• Improved accessibility of e-resources information
• Ability to extract particular terms from many
  licences, e.g. summary of inter-library loans permissions
  using labels
Licence information page
Summary List
The Solution: Walk-In Access Information

• Details not part of original design – simple yes/no
• But this did give us a list of providers, and we knew we
  had licences or terms and conditions for them
• Importantly, gave us an idea of how many licences
  might allow walk-in access, and whether the technical
  project was worthwhile
• Standard licences made locating details much quicker
The Solution: Conclusions on Use of a Wiki

•   Use of the wiki as an ERM system has been successful
•   Improved information control
•   Embedded in existing systems
•   Flexible enough to store information to appropriate level
    of granularity
•   Very low cost
•   However:
•   Lack of reporting functions
•   Not able to integrate directly with workflows
•   Required time and expertise to populate
The Solution: Access to Licensed Material

• Used OPAC Terminals
   – “locked down kiosk” facility as suggested in the Higher
     Education Access to e-Resources in Visited Institutions
     (HAERVI) Guide
• Did not want to provide dedicated machines
   – Library is also main computer centre
   – Demand for walk-in access often in group visits
• Used existing OPAC terminals
   – Already located on four floors of the library
   – Useful to students as well as visitors
The Solution: Access to Licensed Material

• Catalogue terminals already set up as kiosks
• Needed to extend access to walk-in resources
• Originally used Opera to provide access to a whitelist
   – Nothing happens when a user tries to access a disallowed URL
   – Confusing for users
• Alternative was Firefox add-on named OpenKiosk
   – Still used whitelist
   – Disallowed URLs redirect to an information page
• Whitelist includes EZProxy servers which control access
  to e-resource sites
The Solution: Access to Licensed Material

• EZproxy mainly used to provide off-campus access
• Typical users would log in using their normal network
  password, via LDAP
• IP address authentication also possible, called autologin
• System configured to autologin OPAC terminals
• Authorised web sites placed in groups:
   – Accessible to registered staff and students
   – Accessible to all authorised users
The Solution: Access to Licensed Material

• Access controlled by host or domain
   – If two resources with different access conditions were hosted on
     the same site we would have to use most restrictive terms
   – A list is generated showing available providers
• No simple way to indicate in catalogue whether access
  is allowed
• No options for the user to print, e-mail or download
• Can read on screen and make notes - no time limit
• Accessible at any time that visitors are admitted to the
  building
Conclusions

•   Generally successful
•   Provide access to licensed resources where permitted
•   Time and expense of this solution relatively low
•   Positive impact on school visits
•   Hard to measure usage
•   Unknown impact on cost of e-resources if take-up were
    high
Based on:

Kate Robinson, Lizz Jennings, Laurence Lockton. "Walk-in
Access to e-Resources at the University of Bath". July
2012, Ariadne Issue 69

http://www.ariadne.ac.uk/issue69/robinson-et-al

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Walk-in Access to e-Resources at the University of Bath - Lizz Jennings

  • 1. Walk-in Access to e-Resources at the University of Bath Lizz Jennings
  • 2. The Problem • Librarians no longer free to decide who use their stock • Licences try to strike balance between access and publisher viability • Most user groups covered, but community users with no formal affiliation are a challenge • Licences may accommodate them, but making access available through existing IT systems can prove difficult – Restrictions on location e.g. to library building – Requirement for user registration – Requirement for supervision
  • 3. The Problem • Moving to more online only content • Widening participation becoming increasingly important • Groups wishing to access university library resources: – SCONUL access users from other institutions – School/college students undertaking Extended Project or International Baccalaureate – Independent researchers • Diverse research topics • Need to: – identify what can be accessed – make it available within existing systems and terms of licence
  • 4. The Solution: Identifying Licence Terms • E-Resources have become large part of collection • ERM systems to manage associated information, but costly • Carried out assessment of available products vs local solution • Opted for existing wiki intranet to store information – flexible – could contain any kind of information – accessible to all library staff, but not outside of library – only needed to record information that was useful to us
  • 5. The Solution: Identifying Licence Terms • Wiki databank contains: – Licences – Usage statistics – Title lists – Access information • Licence data marked up with labels to provide a summary table of terms • Improved accessibility of e-resources information • Ability to extract particular terms from many licences, e.g. summary of inter-library loans permissions using labels
  • 8. The Solution: Walk-In Access Information • Details not part of original design – simple yes/no • But this did give us a list of providers, and we knew we had licences or terms and conditions for them • Importantly, gave us an idea of how many licences might allow walk-in access, and whether the technical project was worthwhile • Standard licences made locating details much quicker
  • 9. The Solution: Conclusions on Use of a Wiki • Use of the wiki as an ERM system has been successful • Improved information control • Embedded in existing systems • Flexible enough to store information to appropriate level of granularity • Very low cost • However: • Lack of reporting functions • Not able to integrate directly with workflows • Required time and expertise to populate
  • 10. The Solution: Access to Licensed Material • Used OPAC Terminals – “locked down kiosk” facility as suggested in the Higher Education Access to e-Resources in Visited Institutions (HAERVI) Guide • Did not want to provide dedicated machines – Library is also main computer centre – Demand for walk-in access often in group visits • Used existing OPAC terminals – Already located on four floors of the library – Useful to students as well as visitors
  • 11. The Solution: Access to Licensed Material • Catalogue terminals already set up as kiosks • Needed to extend access to walk-in resources • Originally used Opera to provide access to a whitelist – Nothing happens when a user tries to access a disallowed URL – Confusing for users • Alternative was Firefox add-on named OpenKiosk – Still used whitelist – Disallowed URLs redirect to an information page • Whitelist includes EZProxy servers which control access to e-resource sites
  • 12. The Solution: Access to Licensed Material • EZproxy mainly used to provide off-campus access • Typical users would log in using their normal network password, via LDAP • IP address authentication also possible, called autologin • System configured to autologin OPAC terminals • Authorised web sites placed in groups: – Accessible to registered staff and students – Accessible to all authorised users
  • 13. The Solution: Access to Licensed Material • Access controlled by host or domain – If two resources with different access conditions were hosted on the same site we would have to use most restrictive terms – A list is generated showing available providers • No simple way to indicate in catalogue whether access is allowed • No options for the user to print, e-mail or download • Can read on screen and make notes - no time limit • Accessible at any time that visitors are admitted to the building
  • 14. Conclusions • Generally successful • Provide access to licensed resources where permitted • Time and expense of this solution relatively low • Positive impact on school visits • Hard to measure usage • Unknown impact on cost of e-resources if take-up were high
  • 15. Based on: Kate Robinson, Lizz Jennings, Laurence Lockton. "Walk-in Access to e-Resources at the University of Bath". July 2012, Ariadne Issue 69 http://www.ariadne.ac.uk/issue69/robinson-et-al