Koha Integrations: EDS, Publication Finder and OpenAthens

Transcription

1 Koha Integrations: EDS, Publication Finder and OpenAthens Alvet Manager, Library Services Engineering (South West Asia, Oceania, Africa) 1

2 Agenda Holdings Management and Publication Finder 2 1 Search Depth & Breadth of your Content with EDS 3 Access Management with OpenAthens 2

3 EBSCO Discovery Service (EDS) 1 3

4 Introduction and a little history EBSCO Discovery Service Plugin first implemented in New Zealand back in 2014 Local Data Catalog, Repository, etc. EDS Content & Search Engine 4

5 What is Discovery? A Google-like tool, simple, fast and efficient. Searches as many resources as possible. Wide range of options to refine search results. Enables easy access to full text or place requests. 5

6 EDS has more than 3.4 billion searchable records Content from 20k+ publishers, including over 3K openaccess publishers Over 165 apps & 1K non- English profiles representing 20+ languages 6

7 EDS has more than 3.4 billion searchable records Content from 20k+ publishers, including over 3K openaccess publishers Over 165 apps & 1K non- English profiles representing 20+ languages 7

8 EDS UI 8

9 EDS in Koha 9

10 EDS UI 10

11 EDS in Koha 11

12 Relevance Ranking Match on subject headings from controlled vocabularies Match on article titles Match on author keywords Match on keywords within abstracts Match on keywords within full text 12

13 What Matters Most in Discovery? Quality, Depth & Breadth of the Data Being Searched Sophistication of the Engine Doing the Searching Options for Authentication & Linking to Full Text Intuitiveness & Features of the Interface Level of Integration & Customization Qualifications of & Commitment by Service Staff 13

14 Visit Github to learn about features over 3 years: Google eds koha Wiki has links to presentations from KohaCon14 and KohaCon16 14

15 What about translatability? 15

16 Early version of translatability enabled 16

17 Plugin translated to 5 languages. English Arabic Spanish Portuguese Italian 17 More in progress

18 Apply translation automatically based on selected language 18

19 Language file match Koha language pack e.g. es-es, pt-pt etc. default.inc applies when there is no match Only default installed to prevent overriding custom language files. 19

20 Copy from github, modify and drop in folder. EDS/bootstrap/includes/lang/ Submit you version via pull request on github 20

21 Old versions of the plugin required patching 4 files 21

22 Koha upgrades deleted patches and disabled the plugin. No more patching and improved backend. 22

23 Improved Default Search selection. Enable/Disable plugin from here. Fixes to manual EBSCO Admin setting updates 23

24 Setup tool now include release notes and an embedded Apps Manager 24

25 Over 150+ Apps in cloud.ebsco.com 25

26 @KohaCon16 explored customizations such as item match. 26

27 @KohaCon16 explored Google Analytics Tracking 27

28 New Apps folder on Github. Share Apps that are developed and compatible for Koha. 28

29 Readme.md file for instructions. 29

30 Autocomplete functionality using EDS API 30

31 Collapse Facets by default 31

32 Facets expanded view 32

33 Build Apps and Share One option is to fork project on Github and submit pull request 33

34 Holdings Management 2 and Publication Finder 34

35 Full Text Finder includes: knowledge base holdings management tools publication search service link resolver 35

36 FEATURE BENEFIT Publication Finder Allows end users to search for publications in the library s holdings Publication discipline browse Enables users to search for publications by category such as business, art, science, and law. Title Matching Feature Provides direct access to the publication. Users can also use the search within feature to search directly within a publication. Link Resolver Use the Full Text Finder link resolver or select another link resolver. The decision is up to you. Holdings Management Leverages the knowledge base to provide known-item results for title level searching. Changes to holdings are seen almost immediately by the end users.

37 Title matching feature in Koha EDS 37

38 Direct access or search within 38

39 Link resolver appears when items are part of subscription 39

40 Resource links appear based on setup in holdings management. 40

41 Publication Discipline browse 41

42 Results for discipline Information technology 42

43 Administrators can access Holdings Management via EBSCOAdmin 43

44 Single interface with rapid response to manage your holdings 44

45 Better search and auto-complete functionality 45

46 Streamlined workflows 46

47 Auto-population of resources ordered through EBSCO 47

48 RECAP FEATURE BENEFIT Publication Finder Allows end users to search for publications in the library s holdings Publication discipline browse Enables users to search for publications by category such as business, art, science, and law. Title Matching Feature Provides direct access to the publication. Users can also use the search within feature to search directly within a publication. Link Resolver Use the Full Text Finder link resolver or select another link resolver. The decision is up to you. Holdings Management Leverages the knowledge base to provide known-item results for title level searching. Changes to holdings are seen almost immediately by the end users. 48

49 Previous Journal Title function returns articles from source 49

50 Current search returns results from publication finder 50

51 AtoZ Bar for browsing 51

52 Detailed View Search within available in result list and detailed screens 52

53 Search within limits EDS results to the selected publication 53

54 Access Management with 3 OpenAthens 54

55 Libraries desire to provide its users access to licensed information resources but face several challenges due to complex security systems 55

56 56

57 What is OpenAthens? Username password system for access to library resources Subscriber identification independent of IP User categorisation & statistics Provides anonymised user ID to publisher for personalisation 57

58 What is OpenAthens for? All accesses to library resources (On network/remote/mobile) Organisations where IP authentication doesn t work (no fixed IP) To integrate with an organisations own SSO system 58

59 59

60 OpenAthens Plugin Google: Koha OpenAthens 60

61 Plugin uses the Koha patron directory for authentication into OpenAthens 61

62 OpenAthens session initiates on successful login Message goes away once session is created. 62

63 Search EDS and click athenized links to access resources dn= ;res=ielfsc? 63

64 64

65 OpenAthens Benefits Can be implemented by librarians User account management tools for librarians Can restrict access to categories of individual Granular statistics 65

66 Go to OpenAthens account admin 66

67 Login using credentials 67

68 OpenAthens Admin 68

69 Granular statistics 69

70 Restrict access to categories of individual 70

71 Integration option Can be integrated with an organisation s own system LDAP, Active Directory, portal, LMS No new usernames or passwords Improves license compliance Library resources become another application managed via the SSO system Improved security 71

72 Connection Types Koha uses API 72

73 Install Open Athens plugin in Koha 73

74 Complete configuration and save 74

75 Details from the connection page 75

76 Patron data to send to OpenAthens for permissions and reporting 76

77 Export Attributes for mapping 77

78 One-time; map attributes between OA fields and Koha fields 78

79 Koha to Resource 1) Authenticate into Koha 2) Access Resource 79

80 Resource to Koha to Resource 1) Access Resources 2) If not authenticated go to Koha 3) Login to Koha 4) Redirect to Resource 80

81 Conclusion The future of Koha is now with EBSCO Discovery Service FullText Finder OpenAthens Better together! 81

82 Questions? Visit us at our stand or contact one of our team members Alvet Miranda Josefino Halos Ching Wei Chew Ruza Obradovic Kelvin Low Dune Salang (OpenAthens) 82