Posts Tagged ‘notes’
Posted on October 24th, 2012 by Paul Stainthorp
Recently Elif and I gave a workshop for our e-Library Services colleagues on EZproxy: what it is, how it works, and how we’re using it at Lincoln. Here are our workshop notes.
- EZproxy is e-resource authentication software, provided by OCLC, which we host on a server here at Lincoln. It’s very cheap (small annual subscription cost + maintenance of the server). Our EZproxy service is at: http://proxy.library.lincoln.ac.uk/
- It works by rewriting the URLs of e-resources, so that they go through a *.lincoln.ac.uk domain – see examples of this below. This ‘tricks’ the e-resource provider into thinking that the user is on campus (i.e. that they are within the University’s IP range). So, it only works with e-resources that are IP-authenticated.
- EZproxy has nothing to do with OpenAthens or other kinds of federated authentication. It’s an entirely separate method of access, useful when it’s difficult or impossible to make OpenAthens work properly and consistently (e.g. via the Electronic Journals A-to-Z). However it doesn’t offer the same flexibility/personalisation as federated authentication.
- Our EZproxy service is protected by a University secure sign-in screen. Currently this piggybacks off Blackboard authentication. It can also inherit authentication from the University Portal, as well as its own local login screen, which we’re not using. Users sign in with their standard University of Lincoln accountID and password. If the user is already logged in to Blackboard or the Portal, they will be passed through to the resource automatically and won’t have to log in again.

- Once you have signed in to http://proxy.library.lincoln.ac.uk/, you’ll see a list of all the e-resource platforms that are currently set up to use EZproxy. All of these resources currently set up to use IP authentication (solely, or in addition to another method). Users won’t generally see this menu screen as they’ll usually be clicking on a link directly to a specific e-resource.
- When we update the IP ranges that a resource provider holds on file for us, we need to include the IP address of EZproxy. Before we disclose our IP ranges to a provider, we ask them for written assurance that they will only use our IP ranges for user authentication. These details are held on file in a Portal site shared with ICT services.
- URLs for authentication via EZproxy (from Blackboard, the A-to-Z, etc.) are generally in the form:
- http://proxy.library.lincoln.ac.uk/login?url={URL}
- However there’s a special URL format for links from the University Portal:
- https://login.proxy.library.lincoln.ac.uk/login?url={URL}
- Publishers’ URLs to e-resources which are stored in the A-to-Z/LinkSource knowledgebase are rewritten to go through EZproxy using the A-to-Z’s “proxy mask” feature (which is like a template for re-formatting URLs). Find it at Lincoln also re-formats a number of internal URLs so that users are routed via EZproxy.
- EZproxy resolves the above URL formats into final URLs like these:
- There is an admin site for maintaining EZproxy. Access to this admin site is restricted to only a few people (EV, PS, DM, TS), and the site is available on campus only. To configure EZproxy to work with each additional e-resource, we have to download a configuration text file from the admin site, and edit it to add a new database “stanza” (a short piece of configuration text).
- There’s a general format for writing stanzas for electronic resources – in addition, some databases have additional weird requirements for stanzas (OCLC maintain a list of oddities). If all else fails, we can ask on an EZproxy mailing list, or on Twitter!
- Once we’ve added a new stanza (or changed an existing one), we re-upload the config file, and re-start the EZproxy software from within the admin site. Then we test the new resource from off campus before creating links from the A-to-Z, etc. The admin site provides an archive of previous versions of config.txt in case we need to roll back a mistake.
- EZproxy stores usage data (in the form server logs) – we’re not doing anything with this data at the moment, but we are looking at archiving it off to a ‘Data Warehouse’ and analysing/reporting on it within the Library. RAPTOR is a JISC-funded, free-to-use, open source software toolkit for collecting and reporting on authentication usage – Elif is writing up a report on RAPTOR.
- Our own JISC-funded Linkey project is looking at streamlining all authentication systems including EZproxy under a joint OAuth-Microsoft UAG (Unified Access Gateway”) framework. Alex Bilbie blogs regularly about how authentication to Library resources could be served in such a framework.
- If you have any questions about EZproxy please contact Elif or me!
Tags: admin, Alex Bilbie, authentication, e-Library Services, EZProxy, how to, IP authentication, Linkey, notes, OAuth, OCLC, proxy mask, RAPTOR, UAG, URL rewriting, URL structure, usage data, workshops
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Posted on October 4th, 2012 by Paul Stainthorp
A couple of weeks ago I attended the second group meeting of RefWorks UK users, organised and hosted by Richard Cross at Nottingham Trent University. This isn’t so much a writeup* as a list of links and a few notes. These meetings are completely informal. The “user group” (if it even really exists) has no privileged status in relation to RefWorks, is completely unfunded, and anyone is welcome to organise a meeting.
*You just had to be there
Possibly the most practical thing to come out of the meeting – we now have a JISCMail list for UK RefWorks users in libraries. It’s an open list; DMU‘s Amanda Poulton and I are acting as list owners for the time being. We already have 138 members(!)
You can post to the list (and subscribe) via:
“This list is an open forum for discussion of issues relating to the use of RefWorks reference management software by educational institutions based in the UK. Topics discussed will include technical configuration, administration, user-support, training, marketing and advocacy. Membership is open to all, but will be most useful to librarians in UK Higher Education.”
We were pleased to have several representatives from ProQuest/RefWorks-COS at the meeting. RefWorks also very kindly sponsored lunch and refreshments. They gave the attendees an update on recent developments in the RefWorks v2 interface, and also went through some highlights from the RefWorks product development roadmap – including plans for stabilising Write-N-Cite IV, and later an exclusive (genuinely – the first ever time it had been demo-ed in public in Europe) run-through of ProQuest’s plans for a brand-new, “next-generation” reference management and collaboration product – the ultimate successor to RefWorks itself. We’re not allowed to say too much about it at this stage… which is probably for the best, because unfortunately the presenters suffered from a very poor transatlantic phone line, and I missed most of the finer points of the demo
Information Librarian Hannah Young from So’ton Solent University gave an excellent presentation of their myCourse reading lists project (http://mycourse.solent.ac.uk/readinglists). Working with Owen Stephens and building on the earlier TELSTAR project, this uses the RefWorks API and shared folder RSS feeds to integrate reading lists stored in RefWorks into their Moodle VLE (“myCourse”). This replaced Solent’s use of LearnBuild LibraryLink. Hannah’s presentation slides are here.
Later we split into two groups to discuss how we promote/support and (my group) manage and administer RefWorks. We discussed our own approaches to RefWorks’ administrative tools, usage reports; the use of RefShare, RefGrabIt and Write-N-Cite, and also strayed into support documentation: I discovered there’s a RefWorks LibGuide which we could re-use/adapt, at: http://refworks.libguides.com/
Finally, a discussion on possible RefWorks enhancement priorities based on our own concerns – are there common themes amongst UK customers? We came up with a few, including:
- The ability to set a default display style for imported references;
- Federated authentication as standard on all interfaces (RefMobile, WnC IV);
- Integration with next-gen discovery environments;
- “User voice”-type systems for capturing user ideas and turning them into development plans.
A couple more informal user group meetings are in the pipeline – in the meantime there’s the new listserv!
Tags: Amanda Poulton, API, DMU, Hannah Young, JISCMail, LearnBuild, LibGuides, LibraryLink, links, listserv, mailing list, meetings, Moodle, myCourse, notes, Nottingham, NTU, Owen Stephens, ProQuest, reading lists, RefWorks, RefWorks API, RefWorks-COS, Richard Cross, Southampton Solent University, TELSTAR, user group, users, VLE, Write-N-Cite
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Posted on June 19th, 2012 by Paul Stainthorp
Tags: activity, Bingo Wing-Kuen Ling, bugs, collections, features, members, notes, Orbital, projects, timeline, v0.2.1
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Posted on February 2nd, 2012 by Paul Stainthorp
Some notes from a phone chat with Andy McGregor (JISC Discovery programme manager) about CLOCK:
- Just as we did for Jerome, we’ll be using the CLOCK project blog for all reporting to JISC (as well as for blog posts about the work of the project itself):
- List of required blog post headings here
- We also need to produce a Project Plan, based broadly on our original proposal:
- Required headings for the Project Plan here
- (As project manager) I’ll also be emailing Andy once a month with a quick update on progress;
- There are nine other projects in the Discovery phase two programme, plus CLOCK:
- List of projects here
- There’s also a mailing list for the programme
- The next programme meeting will take place w/c 16 April 2012, in Birmingham:
- List of programme meetings here
- As in phase one, consultants will be preparing case studies on the various projects (CLOCK included) for the benefit of the wider Discovery programme.
Related: we’re planning to hold our first project team meeting on 14 February 2012. To spread the burden of travel equally, we’re going to hold it in a location convenient for Lincoln, Cambridge and the West Midlands…

Tags: #ukdiscovery, admin, Andy McGregor, CLOCK, notes, Peterborough, phone, project plan, resource discovery
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Posted on November 22nd, 2011 by Paul Stainthorp
This is something of a ‘hobby’ rather than a work-related library blog post.
I recently started using Foursquare, the “location-based social networking website“, and it’s got me thinking (again) about genning up on geolocation and how to handle geodata in practical, mashup-y ways. (My brother works with geographical information systems and geodata professionally; I’m a bit of a cartophile at heart; I’m interested in library geolocation and space/time services – I’d like to bring all of these things together and really learn how to handle web mapping data properly.)
So: I’ve begun to mess around with location data that I’m producing myself, through various sites on which I have a profile, and which is available in KML or some other standard geodata format.
Including…
1. My Foursquare check-in location data, available from foursquare.com/feeds, as KML.
View Larger Map
2. The locations of photos I’ve uploaded to Flickr, accessible from a feed at the bottom of my photostream page as KML (most recent few photos only).
View Larger Map
3. Tweets geotagged using Twitter’s (often somewhat unreliable/easily-distracted) location service. This was the most complicated: taking my RSS feed of recent tweets at http://twitter.com/statuses/user_timeline/pstainthorp.rss and feeding it through this Yahoo! Pipe results in this KML file.
View Larger Map
4. Find which other [social] websites might be offer up geotagged feeds of my activity.
5. Mashup! I’m reading up on the Google Maps APIs, which are the standard tool for manipulating KML in a web browser. (It’s not possible to display multiple KML files in the standard maps.google.co.uk display, though you can do so easily in Google Earth.)
6. ???
7. Profit!
Tags: APIs, flickr, Foursquare, geodata, geolocation, geotagging, Google Earth, Google Maps, ideas, KML, location services, mashups, notes, RSS, Twitter, Yahoo! Pipes
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Posted on July 22nd, 2011 by Paul Stainthorp
The EBSCO Discovery Service is EBSCO’s own next-generation resource discovery system, built on the already-very-familiar EBSCOhost database platform.
EBSCO’s particular ‘angle‘ for EDS is that its content is built up out of a lot of high-quality, ‘scholarly’, subject-indexed content (similar to the individual bibliographic databases on EBSCOhost), which they are keen to push as superior to basic ‘Google-type’ keyword-indexed searching, where the quality-assured, ‘information literacy’ aspect to resource discovery may not be as strong.
(Enough scare quotes for ya?)
Features of EDS:
- Highly customisable/’brandable’ – logos, colours, background images, text/field labels;
- Uses the same administrative interface (for back-end configuration) as EBSCOhost;
- Integrates with EBSCO Electronic Journals A-to-Z and LinkSource (i.e. Find it @ Lincoln) for access to full text via OpenURL;
- Harvests MARC records from local catalogue, and repository etc. records (via OAI-PMH, presumably, although I forgot to ask);
- Content: as well as the library’s own local collections (above), EDS searches a central EBSCO ‘base index’ of content/metadata from ~20,000 providers, plus content from those EBSCOhost databases to which the library subscribes; it also contains a lot of enhanced book metadata (cover images, subject headings, reviews, etc.). See EBSCO’s website.
- It’s possible to set up a public, ‘guest’ version of EDS to search catalogue, repository, and the main EBSCO index – then allow your own users to log in and search the more complete content including subscription databases (though EBSCO suggest that few libraries actually provide guest search in practice, despite asking for it to be made possible!); it’s also possible to use EDS to create custom search interfaces for groups of packages/databases (or even for individual databases) – e.g. subject clusters;
- Users can extend their search out to remote databases (i.e. those not included in EBSCO’s central base index + local databases) via a traditional metasearch facility (related: EBSCOhost Integrated Search);
- It’s possible to limit the default search to full-text items only (making use of the coverage information held in the A-to-Z/LinkSource knowledgebase) – however EBSCO advise that most subscribing libraries don’t do this – instead starting their users off with searches of the complete EDS collection, then later on allowing users to narrow the search results down to full-text-only, if they want to;
- Various APIs, HTML widgets, and other extension tools available through an ‘EBSCOhost Integration Toolkit’ (http://support.ebscohost.com/eit/) – N.B. some of these can also be used with the existing EBSCOhost databases;
- Developer community of library people extending and customising EDS – example blog posts here and here;
- While the advanced search options and user interface are highly configurable, there’s no facility to adjust the search ranking algorithms – i.e. the relative placing of items/collections against each other in search results (as is possible in e.g. Ex Libris Primo);
- FRBRising of search results will be introduced in 2012;
- EBSCO will offer libraries free trial access to EDS, including MARC record harvest where possible.
UK HE libraries using EDS include:
Tags: A-to-Z, discovery, EBSCO, EBSCO Discovery Service, EBSCOhost, EDS, features, Find it @ Lincoln, FRBR, HELibTech, LinkSource, metasearch, next-generation OPACs, notes, resource discovery, Scottish Digital Library Consortium, University of Liverpool
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Posted on July 8th, 2011 by Paul Stainthorp
Primo is library software group Ex Libris‘s umbrella, “one-stop solution for the discovery and delivery of local and remote resources, such as books, journal articles, and digital objects.” It’s used by around 20 institutions in the UK, and ~800 worldwide.
Information about Primo is available at: http://www.exlibrisgroup.com/category/PrimoOverview
A couple of other useful links:
- Slides – redacted for confidentiality
- ‘Discovery‘ on the SCONUL Higher Education Library Technology (HELibTech) wiki
The development of Primo marked a move away from the existing, Z39.50-intensive, metasearch model of unified resource discovery, to the use of a hosted, central metadata index of scholarly content (Ex Libris call this the Primo Central Index), characterised by unified discovery & delivery; faceted navigation; and usage-based recommendation.
Primo features include:
- Import of local data data sources (catalogues; repositories) to a standardised XML format to allow cross-collection searching;
- Ranking of printed, electronic and locally born-digital or digitised content, configurable by the subscribing library;
- Integration with the OPAC – stronger integration for libraries that use one of Ex Libris’s own Library Management Systems; less-tight integration is possible for ‘foreign’ OPACs;
- Integration with Ex Libris’s bX usage-based journal article recommendation service, which derives recommendations from the ‘user journey’ from article-to-article;
- FRBRised grouping of similar titles in search results;
- Facets derived from both the Primo Central Index and from locally-harvested data: for example, a facet could be configured to allow users to limit a search to only those items which are available in the OPAC;
- Tools to embed the Primo search box in remote web sites (VLE, intranet, etc.);
- An ‘open’ platform for development (including a suite of Primo APIs) – the EL Commons;
- A mobile-friendly UI (e.g. this example from Germany).
Higher Education libraries in the UK using Primo include:
…and outside the UK:
Ex Libris are also developing Alma – which does for the ‘back end’ of library systems architecture what Primo does for the front end discovery UI – i.e. provides ‘umbrella’, unified management of print, electronic, and digitised/digital resources in the one system. In the UK, the University of York are ‘early adopters’ of Alma. Information about Alma is available at: http://www.exlibrisgroup.com/category/AlmaOverview
Tags: Alma, bX, Coventry University, EL Commons, Ex Libris, faceted search, features, FRBR, HELibTech, LMS, metasearch, mobile UI, next-generation OPACs, notes, OPAC, Primo, recommendation, resource discovery, SCONUL, search ranking, Shanghai Jiao Tong University, Southampton Solent University, Strathclyde University, UEA, University of KwaZulu Natal, University of Oxford, University of Sheffield, University of York, usage data, Yonsei University, z39.50
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Posted on June 17th, 2011 by Paul Stainthorp
WorldCat Local is a commercial ‘next-generation’ library resource discovery platform, produced by “the world’s largest library co-operative”, OCLC. Its tagline: “Single-search access to 800+ million items from your library and the world’s library collections”
As of June 2011, it is capable of providing access to more than 1,400 databases through a single search interface, via a mixture of ‘centrally indexed’ content, and remote databases retrieved by z39.50. There’s a list of content sources on OCLC’s website.
Libraries that purchase WorldCat Local can then mesh their own library collections with WorldCat (adding to the whole), via a mixture of batch upload-then-nightly synchronisation with their traditional library catalogue, OAI-PMH import, and use of OCLC’s own e-resources knowledgebase tool (alone or in synchronisation with an existing knowledgebase).
Records include both bibliographic and ‘evaluative’ (e.g. ToCs, summaries, book cover image) content, links to detailed authority records on named individuals etc., as well as some social features (tagging/commenting). Users can create a WorldCat account and log in to build their own lists of content (with the possibility that these could be used as formal or informal reading lists).
Higher Education libraries in the UK using WorldCat Local include:
…though there are some more well-developed implementations in the USA: [1] [2] [3]
A few links about WorldCat Local:
New features coming soon include the ability to limit searches to ‘available full-text only’, as well as to ‘peer-reviewed articles only’, and a new periodicals A-Z listing tool.
More information on WorldCat Local at: http://www.oclc.org/worldcatlocal/
Tags: 2.0PAC, central index, faceted search, features, federated search, ICT, knowledgebase, MARC, metasearch, next-generation OPACs, notes, OAI-PMH, OCLC, repositories, resource discovery, strategic review, strategy, University of Wales Trinity St David, WorldCat Local, York St John University, z39.50
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Posted on May 20th, 2011 by Paul Stainthorp
This post follows on from my earlier authentication rant – here’s where I try and get a bit more constructive. Starting with the fundamentals:
IP authentication to electronic library resources… ‘s easy, innit? Nothing to worry about. We just give the details of our IP ranges to publishers, and they allow any computer with an address within that range (i.e., one of our on-campus computers or a mobile device connected via our wifi network) to access site content which is otherwise restricted: for example, a full-text PDF journal article.
Some notes:
(Thank you to Elif Varol for chasing down some of these details across the Internet, and to @aekins and others who supplied their expertise via Twitter and email.)
- There are a few different ways of expressing IP ranges (‘notations’); a publisher may specify we give them our IP range(s) using a particular notation:
- The standard dotted quad notation a.k.a. dot-decimal notation, made up of four eight-bit numbers (octets), generally expressed as decimal numbers, separated by full stops:
- Full range e.g. 204.245.240.0-204.245.240.255
- Range within the last octet e.g. 204.245.240.0-255
- Wild card within the last octet e.g. 204.245.240.* (N.B. these first three are all equivalent to each other.)
- Ranges and wild cards within higher octets e.g. 204.245.[8-11].* (The square brackets aren’t always necessary.) Some publishers will not accept these more complex ways of expressing ranges, so we have to list each range separately using wild cards only in the last octet, i.e. 204.245.8.*; 204.245.9.*; 204.245.10.*; etc.
- CIDR notation (much less frequently asked for):
- e.g. 204.245.8.0/22 (Where /22 represents the number of most significant bits—i.e. counting from the left—which are common to both the top and bottom ends of the IP range. I’ve not expressed that very well, but that’s how my brain deals with it! In the above example, the range: 204.245.8.0-204.245.11.255 expressed in binary is: 11001100.11110101.00001000.00000000-11001100.11110101.00001011.11111111 (You can see that the 22 most significant bits [in red] are common to the top and bottom addresses of the range. There’s a useful IP-range-to-CIDR converter tool at: ip2cidr.com)
- But is it safe to hand out the details of our IP address ranges like this? I’ve certainly seen one ICT colleague’s eyelid twitch when I’ve mentioned this is what libraries do (and have been doing so for ages).
- Some university libraries route all of their web traffic through a small number of proxy servers, so that all users broadcast a handful of individual IP addresses – this reduces the complexity of the information they need to give out to publishers. Apparently (though no-one appears to want to give me a list), the University of Lincoln now has a single ‘apparent‘ external IP address for each University building (i.e. some 45+ buildings, not including agricultural buildings) and one for each wifi network. This ought to make it possible to associate usage with an individual building or group of buildings. Does anyone do this? Strikes me it would be very useful to be able to say, for instance, “X% of usage of ScienceDirect comes from within our Science building”. We have at least one resource where usage is restricted to within libraries only – luckily, we do know the ‘apparent’ IPs of our own buildings.
- Any change to a library’s IP addresses will have to be communicated to a large number of publishers. We have in our ERM spreadsheet an (almost-certainly incomplete) list of publishers who hold our IP ranges along with their contact details, so that we know who to inform if there’s a change… but this process worries me; it’s asking to have errors and inconsistencies introduced. I’d much rather register or publicise my IP ranges once and centrally (on the University’s own servers, or via a shared registry service like OCLC’s WorldCat Registry) and have all publishers pick them up from there.
- The vast majority of IP-authenticated resources perform this authentication automatically, but a tiny few oddities (including the handful of engineering journals we take via the IEEE, I think) seem to require that the user clicks on an explicit ‘authenticate via IP’ link first. Why?
- There’s an obvious problem for users who move between on-campus and off-campus computers (i.e., most users!); they will not get the same seamless access to restricted content, and some resources (e.g. Index to Theses) may only be available from within our IP range. How do libraries handle the transition between IP and other kinds of authentication for off-campus users? Through ‘user education’ (lovely phrase that, covers up all sorts of system difficulties!), or by trying to design a system that recognises the user’s location (“geoaware”) and routes accordingly to hide the transition? There was a useful JISC Publisher Interface Study (2009) which explored some of these issues
- Proxy tools such as the much-vaunted EZProxy or our own dear LibResProxy (which I’ve been informed are both actually ‘reverse’ proxies [edit: or possibly some other flavour of URL-writing proxy??] – my eyes started to glaze over at that point…) are a useful bodge for providing simple off-campus access on the same basis as on-campus IP lookup: effectively they ‘mask’ the user’s actual, off-campus, out-of-range IP with an in-range, institutional IP address by routing the user (who must log in to the proxy tool first) through a server on the campus network. Libraries that use EZProxy swear that it simplifies things greatly for the user, is very reliable, and reduces the number of support queries compared with e.g. Athens/Shibboleth… but at the same time, proxies seem to be looked down upon by the library/information ‘establishment’. I understand that they don’t offer the same opportunities as federated access for personalising the user experience; they can be slow, too. But my suspicion is that users will go for straightforward, predictable, reliable full-text access over personalisation, nearly every time.
- All of what I know about IP address authentication applies to IPv4. What, if anything needs to change to take account of IPv6?
Tags: authentication, CIDR notation, dot-decimal notation, dotted quad notation, engineering, EZProxy, fundamentals, geolocation, IEEE, IEEE Xplore, Index to Theses, IP authentication, IPv4, IPv6, JISC, libraries, LibResProxy, notation, notes, OCLC, on campus, proxy server, publisher, questions, reverse proxy, ScienceDirect, usage, wifi, WorldCat Registry
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Posted on April 20th, 2011 by Paul Stainthorp
We’re using a free, preview version of a web-based mind mapping tool called MindMeister to plan and make notes for Jerome. Each week, the notes are copied across to our project tracking app (Pivotal Tracker) to form the development iteration for the week.
It’s very rough and ready, but you’re more than welcome to take a look at the Jerome mind map at: http://www.mindmeister.com/92308610/jerome
Tags: applications, iterative development, Jerome blog, mind map, mind mapping, MindMeister, notes, planning, rough, tools
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