User Authentication: Getting Started

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Product: 360 Core Client Center

What do I need to do to set up and start using User Authentication?

This document is designed to get you started as quickly as possible with User Authentication. The information below is not intended to be a complete guide to everything about User Authentication; rather, it is a place to begin as you start to set up User Authentication for your library's Client Center profile.

This document has three sections; click the section title here to jump straight to that section:

Getting Ready -- Prepare for configuring User Authentication.
Getting Set -- Configure the User Authentication settings.
Go! -- Enable User Authentication for your Serials Solutions services.

Getting Ready

User Authentication controls your users' (patrons') access to your other Serials Solutions discovery services: 360 Core / E-Journal Portal, 360 Search, and 360 Link,. (The Summon service does not support authentication.) Read this for a little more explanation of User Authentication.

Learn About the Client Center

Because the User Authentication Administration Console is accessed through the Serials Solutions Client Center, you will need to have access to the Client Center and permission to view and edit the Administration Console.

For more detailed information on setting up accounts and setting account permissions, you can:

Watch a short video on managing your library (Part 2a), part of which discusses account permissions; and
Read about accounts.

Access the User Authentication Administration Console.

To access the User Authentication Administration Console, log on to the Client Center, and select the Administration Console for 360 Core:

Client Center Home - Manage Your Products - 360 Core

Learn About User Authentication and Content Service Provider Authentication

Before beginning to set up User Authentication, we recommend you take a few minutes to watch a brief video that explains how user- and content-service-provider authentication works in the library, which may help to alleviate some of the confusion around this subject:

Watch a short video called Authentication Overview on patron and content-provider authentication.

Getting Set

Configure the user authentication methods supported by your institution in the User Authentication Administration Console.

User Authentication Settings

Here is the initial User Authentication Settings page:

User Authentication -- Admin Console Settings

To begin configuring your user authentication settings:

Select Edit in the upper-right corner of the page.
Make your changes.
Select Save, or click Cancel to discard your changes.

Watch a short video on User Authentication Settings.

For more information, read about configuring User Authentication settings.

The following sections are primarily for those libraries using ILS-based or shared username/password authentication, because these are the only two cases in which 360 Services offer a login page. (The other credential-based options are offered pages by the authentication service.) However, error messages could appear when the service is used with a different method of user authentication (such as IP address); therefore, you may want to localize, brand, and customize (D) the interface. At this time, the only error page that can be checked in Preview mode (when not using ILS-based or username/password authentication) is the Single Sign-On Error page; later in 2011, the Access Denied error page is available for preview.

Languages

The User Authentication interface can be offered in any of 22 languages. The Languages page allows you to choose which languages are available to patrons in the User Authentication interface.

Here is the initial Languages page:

User Authentication - Administration Console - Languages

Watch a short video on Languages, Branding Options, Custom Text.

For more information, read about configuring patron languages in User Authentication.

Branding Options

Change the appearances of your user-facing interface to match your institution's theme.

Branding Options control the appearance of the User Login Page for single-sign-on to your library services such as 360 Search, 360 Link, 360 Core E-Journal Portal. Furthermore, this login page is only available if you select ILS-based or shared username/password user authentication methods under the User Authentication Settings page.

The shared username/password login page with the default branding looks like this:

User Authentication - Admin Console - Branding Options

Here is the initial Branding Options page:

User Authentication - Admin Console - Branding Options

Watch a short video on Languages, Branding Options, Custom Text.

For more information, read about branding options in User Authentication.

Custom Text

Override the default text for any label or message in each language.

Here is the initial view of the User Authentication's Custom Text page:

User Authentication - Admin Console - Custom Text

If there is any wording that you would like changed from the default wording—for example, instead of the phrase Enter your username and password you would like the phrase Please key in your library username and password for access, use the Custom Text section to make those changes.

Watch a short video on Languages, Branding Options, Custom Text

Read about custom text options in User Authentication.

Go!

Congratulations! User Authentication is now configured.

To enable User Authentication for your 360 services, select the appropriate links below for instructions:

Enable Authentication for E-Journal Portal

If you want to make the E-Journal Portal available only after a user has authenticated, select the Enable User Authentication box in the Advanced Options page of the E-Journal Portal Administration Console:

EJP Admin Console - Advanced Options - User Authentication

Enable Authentication for 360 Link

If your library uses 360 Link as an OpenURL link resolver, you can check the Enable User Authentication box in the Advanced Options page of the 360 Link Administration Console (which looks similar to the E-Journal Portal Administration Console screenshot above) and your patrons will be required to log in to the User Authentication service prior to accessing the 360 Link results pages.

If you do not check the Enable User Authentication box, then your library patrons will not be required to log in to the User Authentication service prior to accessing the 360 Link results pages. Instead, patrons will be required to log in to the User Authentication service when linking to articles in a protected content.

Enable Authentication for 360 Search

You do not need to turn this on because User Authentication is always on for 360 Search.

Enable Authentication for Summon

The Summon service does not support authentication.

Date Created: 9-Feb-2014
Last Edited Date: 19-Mar-2022