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    Access Rights Policies for Digital Objects

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    Configuring Access Rights Policies for Digital Objects

    To configure access rights, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Access rights define the conditions that must be fulfilled in order for patrons to access digital resources. If no access rights policy is assigned to a digital object, access is denied or allowed depending on the setting of the configuration parameter access_right_default_policy. For more information, see Configuring Other Settings. For an overview of digital resources, see Working with Digital Resources - Overview.
    You can define rules for access rights that restrict patron access to specific digital objects. These policies are available to apply when configuring a representation (see Editing Representation Metadata and Content), when configuring a digital import profile (see Creating/Editing a Digital Import Profile: Bibliographic Record Level), or when running a job on digital titles (see Global Representation Changes).
    For example, for a specific digital resource, you can define rules that disable access in all scenarios except the following:
    • Patrons from a specified user group, such as post-graduate students
    • Patrons who access the resource from within the university computer system, based on IP addresses
    • Patrons with specific user IDs
    You configure access rights on the Access Rights List page (Configuration Menu > Fulfillment > Copyright Management > Access Rights). Access rights can be configured at the institution level only.
    Access Rights List New UI.png
    Access Rights Policy List Page
    Access rights can be configured at the institution level only. Select the required institution from the Configuring filter on the Fulfillment Configuration page.
    The following actions can be performed on this page:
    • Add access rights policies, including configuring rules to restrict access to specific digital resources (see Adding an Access Rights Policy)
    • Edit access rights (select Edit from the row actions list)
    • Duplicate an access rights policy (select Duplicate from the row actions list and modify the relevant fields)
    • Delete an access rights policy (select Delete from the row actions list)
    • Find related digital titles with the same access rights

    Adding an Access Rights Policy

    The access rights policies that you define apply to the entire institution.
    To add an access rights policy:
    1. On the Access Rights List page, select Add Access Rights. The Access Rights Policy page appears.
      access_rights_policy.png
      Access Rights Policy Page
    2. Enter a name for the access rights policy (mandatory).
    3. In Copyrights, select a copyright statement to associate with the access rights policy. When a user requests to view the object, this declaration appears. For information on configuring copyrights, see Configuring Digital Resource Copyright Declarations. To have the copyrights statement appear before a user can view the object, select Obtrusive Copyrights.
      Only copyright statements in the /copyrights folder are available to select here.
      For a video describing this feature see Display Copyrights by Default.
    4. Enter a description.
    5. In the Denied Note field, enter the note you want to appear when access is denied. (A separate note can be configured for unregistered users in the next field.)
    6. In the Denied Note (override for unregistered users) field, enter the note that you want to appear when access is denied for unregistered users. If no note is configured, the note configured in the previous field is displayed.
    7. Select Add Rule. The Access Rights Rule page appears. For more information about rules tables, see Rules Tables.
      access_rights_policy.png
      Access Rights Rule Page
      1. Enter a name (mandatory) and a description (optional) for the rule.
      2. Under Expressions, select Add Parameter and specify the components of the parameter (Name, Operator, and Value). A parameter may look like this: User group = Graduate student or Embargo before 31/12/2010.
        The available Name parameters include the following:
        • Concurrent User – Access is permitted for the number of users in the specified time frame. (New for August!) Select the hourglass icon to display the time remaining in your session. (New for August!) You can configure a waiting list for patrons who are blocked from accessing a digital resource because the limit of concurrent users is reached. For more information, see Configuring a Patron Waitlist.
        • DNS – Access is permitted only for the specified domain name. The value must contain a valid regular expression, for example: /.*google(bot)?\.com$/
        • Embargo – Access is denied relative to a specified date. Select one of the following values for the base date:
          • Additional Publication Year
          • Fixed Date
          • MMS Creation Date
          • Publication Year
          • Representation Creation Date
          Enter a number of additional weeks, months, or years to add to the base date. The object assigned this policy is not accessible until the specified date.
        • IP Range – Access is permitted/denied based on the specified IP address or range of addresses. Select = or Not Equals and enter one of the following values.
          • A single IPV4 address (such as: 172.0.0.0)
          • An IP range, separated by a hyphen (such as: 172.0.0.0 - 173.0.0.0)
        • Leganto User – Access is permitted/denied based on whether the user is a Leganto user (has logged in to Leganto at least once). Select = and select True or False for the value.
        • Registered – Access is permitted/denied based on whether the user is registered and authenticated (= True is the same as Not Equals False).
        • Restricted For All –
        • User Group – Access is permitted/denied based on the specified user group. Select an operator and then (depending on the operator) select one or multiple user groups. Note: When using this condition with a 'not in' operator, it is recommended to add a 'Registered=True' condition if guest access should be prevented.
        • User ID – Access is permitted/denied based on the primary user identifier. Select an operator and enter a matching ID.
          Note: For InList and NotInList operators, use the comma (,) as the delimiter to separate between the IDs.
      3. Select Add Parameter. The parameter is added to the list of parameters for the access rights rule.
      4. Repeat the previous two steps to add all the required parameters for the rule.
        All of the parameters must be fulfilled in order for the rule to be applied. If all of the parameters are not fulfilled, the default rule is applied.
      5. Under Output, clear the Allow Download check box to prevent the display of the Download button in the viewer.
      6. Select Save to save the rule.
    8. Repeat the steps for adding a rule to add all of the required rules to the policy.
      If you define more than one rule, the order of the rules is important: only the first (and only the first) appropriate, enabled rule applies. If no appropriate rule is found, the default rule (If no match) applies.
    9. Select Save to save the policy.

    Configuring a Patron Waitlist

    New for August!

    You can configure a waitlist for patrons when applying concurrent users access rights to support controlled digital lending flows. When the access rights block a patron from accessing a digital resource because the limit of concurrent users is reached, the patron is given the opportunity to join a waitlist. When a slot opens, the patron is notified that the resource is now available.

    You configure this feature from the Waitlist Management section when configuring concurrent users access rights:

    waitlist_management.png

    Waitlist Management

    From this section you can:

    • Select the Manage access waitlist checkbox to enable the patron waitlist
    • Select a grace period during which the patron must access the resource or lose their place in line
    • Limit the waitlist to specific hours outside which the functionality is first come, first serve

    When a waitlist is configured and the maximum number of concurrent users was reached, the following appears to the patron:

    waitlist_registry.png

    Waitlist Registry

    The patron selects Join the Waitlist to be notified when the resource is available.

    Alma sends emails to notify the patron when the patron joins the waitlist, when a resource becomes available, and when the grace period expires.

    After the patron receives access to the resource, the patron can return the resource before the time available is over by selecting Return Early.

    return_early.png

    Return Early

    For additional information regarding the patron waitlist and corresponding workflows, see Patron Waitlist for Digital Resources (CDL Controlled Digital Lending) in Alma.

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