the move to hosted ezproxy as experienced by texas tech university

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THE MOVE TO HOSTED EZPROXY EXPERIENCED BY TEXAS TECH UNIVERSITY ELUNA MAY 4, 2016 Lynne Edgar Justin Daniel Systems Librarians

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Page 1: The Move to Hosted EZproxy as Experienced by Texas Tech University

THE MOVE TO HOSTED EZPROXY EXPERIENCED BY TEXAS TECH UNIVERSITYELUNAMAY 4, 2016

Lynne Edgar Justin Daniel

Systems Librarians

Page 2: The Move to Hosted EZproxy as Experienced by Texas Tech University

WHAT IS EZPROXY?

In summary Ezproxy is a web proxy server that authenticates patrons by IP address. If a patron is using a University network IP listed in EZproxy, the restricted content is delivered to the patron. Otherwise, patrons are prompted to log in via the University’s SSO

Page 3: The Move to Hosted EZproxy as Experienced by Texas Tech University

EZPROXY ON-CAMPUS ACCESS DIAGRAM

OCLC, 2015

Page 4: The Move to Hosted EZproxy as Experienced by Texas Tech University

OCLC HOSTING

OCLC Operational staff:• Monitor production system 24x7x365 • Perform upgrades and enhancements• Provide monthly log files (optional)• Provide 10 hours of configuration services• Provide institutional administrative access (optional)

Page 5: The Move to Hosted EZproxy as Experienced by Texas Tech University

WHERE WE BEGAN . . .

• Local Ezproxy server• In-house administrator•Used with MetaLib, SFX and Aleph

(now with Alma and MetaLib)

Page 6: The Move to Hosted EZproxy as Experienced by Texas Tech University

REASONS WE MOVED TO HOSTED EZPROXY

• In-house administrator resigned – loss of history and expertise• Server out of warranty•Operating system no longer supported• EZproxy software needed to be upgraded•Convenience of a hosted solution

Page 7: The Move to Hosted EZproxy as Experienced by Texas Tech University

INITIAL DOWNSIDES IDENTIFIED

• Loss of automated 599 error report•Configuration file changes take longer

using OCLC EZproxy Hosting Support

Page 8: The Move to Hosted EZproxy as Experienced by Texas Tech University

IMPLEMENTATION DECISIONS

• SSL certificate• TTU Libraries decided to use our SSL certificate• EZproxy prefixes on MARC 856 links were saved

in over 300,000 records

•Go “live” date set for August 12, 2014

Page 9: The Move to Hosted EZproxy as Experienced by Texas Tech University

ISSUES & RESOLUTIONS

• July 14th: off-campus users unable to access electronic resources • July 17th: TTU sends SSL certificate and key files to

OCLC• July 18th: OCLC turns over EZproxy for testing

Page 10: The Move to Hosted EZproxy as Experienced by Texas Tech University

ISSUES & RESOLUTIONS, CONT.

•Go “live” date changed to July 31st in hopes of restoring access•Custom script files for CGI authentication discovered

August 1st on old EZproxy server• Scripts updated and placed on local web server in

September and access was restored

Page 11: The Move to Hosted EZproxy as Experienced by Texas Tech University

ISSUES & RESOLUTIONS, CONT.

• September: intermediate certificate warnings on computers and mobile devices • Resolved by intermediate certificate installations by OCLC• September for computers• December for mobile devices

Page 12: The Move to Hosted EZproxy as Experienced by Texas Tech University

RECOMMENDATIONS

•Understand institutional authentication methods •Become familiar with OCLC’s EZproxy

documentation • Learn how to manage the configuration file• Test mobile device access to electronic resources

Page 13: The Move to Hosted EZproxy as Experienced by Texas Tech University

RECOMMENDATIONS, CONT.

Self-service after 10 hours of configuration by OCLC• Learn how to upload updated configuration and other files• Learn about EZproxy Administration processes• Test preproduction and production configuration file changes• View messages • Manage virtual hosts

Page 14: The Move to Hosted EZproxy as Experienced by Texas Tech University

WE WOULD LIKE TO THANK:

• TTU Library Technology and Management Services• TTU Network Information Systems• TTU Application Development and Support• TTU IT Help Central• TTU Libraries Collections and Assessment• OCLC

Page 15: The Move to Hosted EZproxy as Experienced by Texas Tech University

REFERENCES

• Edgar, Lynne E. (2015). EZproxy: migrating from a local server to a hosted environment, Journal of Electronic Resources Librarianship, 27:3, 194-199, http://dx.doi.org/ 10.1080/1941126X.2015.1059655.

• OCLC (2016). CGI authentication. https://www.oclc.org/support/services/ezproxy/documentation/usr/cgi.en.html, accessed April 19, 2016.

• OCLC (2016). Ezproxy documentation. http://www.oclc.org/support/services/ezproxy/documentation.en.html, accessed March 23, 2016.

• OCLC (2015). EZproxy overview. https://www.oclc.org/support/services/ezproxy/documentation/learn/overview.en.html, accessed March 23, 2016.

Page 16: The Move to Hosted EZproxy as Experienced by Texas Tech University

Lynne EdgarSystems Librarian

&[email protected]

Justin DanielSystems LibrarianJustin.Daniel@ttu.

edu

http://library.ttu.edu