Admins: Remote access options

On-campus“, patrons can access your ebrary site without providing credentials if we’ve pre-validated your on-campus IP addresses (IP-authentication).

Off-campus“, patrons can access your ebrary site if you provide a remote access protocol requiring them to log in with a unique username/password or barcode.

REMOTE ACCESS OPTIONS

1. Proxy server:

  • If your institution/company uses a proxy server to provide access to online shared resources, we can work with you to easily configure it for ebrary. This is a desirable solution if your patrons are already familiar with their proxy server login credentials.  Typical proxy servers are EZproxy, WAM, and Squid.
  • For EZproxy servers, you can choose a Single Sign On (SSO) option that sends users through the proxy server to sign in to their personal ebrary account as well.  This method provides faster remote access than basic proxy access, and patrons typically appreciate needing only one set of login credentials.  (EZproxy v4.0+ is required, v5.0+ is preferred.)

2. OpenAthens or Shibboleth:

  • These authentication methods work particularly well if your patrons are already familiar with their login credentials.
  • To sign in to a personal ebrary account, users will be sent to the institution’s Athens or Shibboleth login page and must sign in there.
  • Shibboleth authentication is offered through the following federations:
    • UK Federation –  SP WAYFless access (UK)
    • InCommon Federation (USA)
    • German Federation – SP WAYFless access (Germany)
    • EduGate Federation (Ireland)
    • RedIRIS Identity Service (SIR, Spain)
    • eduID.cz Federation (Czech Republic)
    • GakuNin (Japan)
    • Check with support@ebrary.com for Shibboleth authentication availability in other regions.
  • Shibboleth authentication requires the following 2 attributes to be passed:
    1. This attribute is required:
      eduPersonScopedAffiliation
    2. And one of the three following attributes is required:
      eduPersonTargetedID
      eduPersonPrincipalName
      eduPersonPersistentID

3. VPN, Virtual Private Network:

  • ebrary works well with VPNs as long as they are not URL-rewriting.
    URL-rewriting VPN is not supported.

4. Referring URL:

  • If your institution or company website already offers a secure login for your patrons, we might be able to pre-validate users accessing ebrary from behind the login page.
  • You would put a link to ebrary on one or more of your webpages that can only be accessed after having signed in through your website’s secure login.  You would then give us the URL of that webpage, and we would pre-validate all users coming from that URL.  Your off-campus patrons would need to access ebrary using the link on that webpage.
  • It often works well to provide links to ebrary from behind the secure login of Course Management Systems such as BlackBoard or Moodle. (Note, Canvas is not an option at this point because of its https restrictions).  We would pre-authorize any users coming from http pages behind the login.
  • Important criteria for the webpage/URL to be used as a referring URL:
    • It must be an http URL (not an https URL)
    • It must only be accessible once a user has signed in.  (That is, if you paste the URL into a browser, it won’t take you there; it will either give an error or take you to the login screen)
    • There needs to be a direct link to the ebrary site on the page that’s setup as the referring URL
      • An imbedded URL will not work
      • Do not open the link in a frame or redirected through another URL
      • The link to ebrary needs to come through from the same session and the same window

5. ebrary-hosted Single Sign On, often referred to as RPA (for Remote Patron Authentication):

  • ebrary can host remote access for your ebrary site if you provide us with a file containing either:
    • A unique username and password for each patron
    • Or, a unique barcode for each patron (must be at least 6 digits)
  • This method requires patrons to use that same username/password or barcode to sign in to their personal ebrary account.
  • The library admin sends support@ebrary.com the list of username/passwords or barcodes to authorize.  The admin can request changes, additions, and deletions over time.
  • Users cannot manually change their own passwords; changes can only be made by the site’s admin, the admin submits changes to support@ebrary.com
    • This is consistent with industry-standard Single Sign On (SSO) implementations such as Shibboleth, Athens, and EZproxy SSO
  • Note RPA does not work smoothly with IE 10
    See http://support.ebrary.com/kb/rpa-ie10/

REMOTE ACCESS OPTIONS THAT DON’T WORK:

  • Apache proxy servers DON’T work well with ebrary.
  • VPNs that re-write the URL DON’T work with ebrary.

Admins: Access to admin tools via the Admin tab on your ebrary site

The recommended access to your ebrary admin tools is via the “Admin” tab on your ebrary site.  The Admin tab is only visible when you’re signed in with an admin-enabled username.

  • If you haven’t already, create an individual ebrary account, see: http://support.ebrary.com/kb/to-create-ebrary-account/
  • Once you’ve created an account, contact support@ebrary.com to assign admin-tab privileges.  Be sure to include:
    • The username of your individual ebrary account
    • Your ebrary site name or the URL to your ebrary site
  • Once you’ve received confirmation that admin privileges have been assigned:
    • Go to your ebrary site (http://site.ebrary.com/lib/… )
    • Sign in to your individual ebrary account in the usual way
    • An “Admin” tab will appear to the right of your “Bookshelf” tab; the admin tools are under the Admin tab

Tools available to you vary based on admin privileges you’ve been assigned

  • Get your ebrary MARC records
  • Run your ebrary usage reports
  • Get your ebrary Holdings report
  • Modify download settings
  • Create and manage non-PDA profiles (essentially, saved searches)
  • If your ebrary site is set for placing orders or PDA (paperwork required):
    • View your site’s order history
    • Order perpetual access titles
    • Create and manage PDA/STL profiles
    • Create and manage fund codes
    • Modify Turnaway (e.g., Extended Access) settings

Admins: Usage Reports

ebrary provides:

  • Category Summary Report – Usage broken out by Primary BISAC category and subcategory
  • Site Activity Report – Summary of usage
  • Title Report – Usage by title
  • PDA Report – For current or past PDA customers
    • PDA Trigger Report – PDA/STL trigger data
    • PDA Usage Report – Usage for PDA/STL-triggered titles
  • COUNTER Reports – industry-standard reports, but they don’t fit perfectly the kind of data we collect.

Non-COUNTER reports are available for January 1, 2009 and forward.  They are not available for older dates.

COUNTER reports are available for April 1, 2013 and forward.  They are not available for older dates.

You can now report on usage that occurred as recently as the previous day – usage data is updated every night between midnight and 6 am Pacific Time.

For usage reports that list titles, only titles that had usage in that time period are listed.

Usage is collected for users accessing the ebrary site directly as well as for users accessing the ebrary site via a search in an online catalog.  Usage also includes federated search access.

 

Description of fields in the Title Report and the Summary Reports

 

  • User Sessions (now calculated the same for both these reports):  the number of times a title is opened and the user performs at least one copy, print, view (page turn), or download.  Opening a book only as far as the Detail Page is not counted.
  • Copies:  the number of times the InfoTools copy command is used
  • Prints:  the number of pages printed
  • Views: the number of page turns.  Opening a book only as far as the Detail Page is not counted.
  • Unique Documents (in the summary reports): the number of titles that were accessed.  If you run the Title Report for the same time period, the number of titles listed will be the same as the Unique Documents count.
  • Online Turnaways:  the number of times a users tries to access a single-user book that is already in use.  Only one turnaway is counted per book, per user session.
  • Chapter/Range Downloads: the  number of PDF downloads (not the number of pages downloaded)
    • Important! Once sites switch to the new reader, which most sites will have done by the end of 2014, chapter/range downloads are no longer counted separately; they are instead counted as prints.
    • Note, downloads were not available prior to November 2011
  • Full Title Downloads: number of full-document downloads through ADE
    • Note, downloads were not available prior to November 2011
  • Total Pages (in Title Report): the number of pages in the book – it is not usage related.
  • Publish Date (in Title Report): the date of the particular publication ebrary has, which can be significantly later than the date the book was originally published.

 

KNOWN ISSUES:

  • When viewing reports, the “HTML” option (which displays the report results in the browser) supports only 50,000 rows to be represented.
    • If your report is over 50,000 rows, it will be blank  when viewed in HTML.
    • In this case, choose either XML or Excel to view the report.

Admins: To upgrade a single-user (SUPO) book to three-user (3USER) or multi-user (MUPO) license

You can upgrade a book you own as single-user (SUPO), to a license that is three-user (3USER) or multi-user (MUPO) – as long as the book is available with that license.

Price calculation for upgrade =

Current 3USER or MUPO price  –  amount originally paid for the SUPO copy

 

To manually upgrade a single-user book , you’ll first need to find the book either using the Acquisition tab or using your working list, proceed as if to order the book, then select the upgrade option:

1. Go to your ebrary site and sign in with your admin-enabled username

2. Locate the book to upgrade using one of the following two approaches:

Approach 1:

a. Go to the “Acquisition” tab (under the “Admin” tab)

b. Click to select “Perpetual Access (purchase)

c. Click “Advanced Search” button

d. Set the search criteria:

– Set “Collection” to “All”  (NOT the default of “All Purchasable”)

– Set other criteria as needed to find the book to upgrade

– Click the “Search” button

e. Once you find the book to upgrade, click check box next to it

f. Click “Prepare to Order Selection

Approach 2:

a. Go to the “Search” tab, then the “LIST” tab

b. If you don’t already have the titles to upgrade in your working list,
see: Working Lists

c. Find the book to upgrade in your working list

d. Click check box next to the book you want to upgrade

e. Click “Prepare to Order Selection

3. Once on the Order Summary page, there should be a line indicating you already own the book

a. Click check box “1 title(s) your library owns with single-user access…”

b. Click “Next

4. You’ll be taken to a Document Selection page

a. Select to either purchase another single-user (SUPO) copy, or upgrade it to three-user (3USER) or multi-user (MUPO) license

b. Name the order (optional)

c. Assign a Fund Code (optional)

d. Select “Review Order

5. Review the order for accuracy and select “Submit Order

6. That’s it!

  • An order confirmation will be sent to the email address associated with your username
  • The order will be sent to ebrary’s Order Fulfillment Team for approval and invoicing.

 

Note that in the past, upgrading a license also incurred an additional percentage-based purchase license upgrade fee.  As of November 1, 2015, ebrary no longer charges an upgrade fee.  This policy will also carry forward to the coming Ebook Central platform.

Admins: Some ebrary books available for purchase with a 3USER (three-user) license

ebrary offers a 3USER perpetual license for some ebrary books.

If you purchase a book as 3USER, it is equivalent to purchasing 3 single-user copies, but at a significant cost savings.  Up to three users will be able to access the book at the same time.

For implications/settings regarding limitations on full-document downloading, see:
http://support.ebrary.com/kb/download-single-user-titles/

 

Important!  The 3USER purchase option is NOT available on the partners site, ONLY via the Admin tab on your ebrary site