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Challenges to Successful
Authentication Change: Barriers for
Libraries Based on Institution Size
Theda Schwing
Manager, Catalogs and Tech Implementation
OhioLINK
About our Members
• 121 Member Libraries
• 90 Institutions
• 14 Public Intuitions
• 51 Private Institutions
• 18 Community Colleges
• State Library of Ohio
• Cleveland Clinic
2
Current State Summary
• Libraries work with their campus IT staff to purchase and
maintain hardware and software
• Campus IT can play a role in reviewing contracts for library
hardware and software
• Campus IT and libraries work together to handle
authentication problems as they come up
3
Purchasing of equipment
4
Campus IT involvement in library
contracts
5
For the next 30 minutes, let’s assume that there is a
privacy-preserving, secure, alternative to IP
authentication that makes connecting to library
resources intuitive for patrons.
6
Some Questions:
1. How do we get from current state to implementing
this standard?
2. What might cause this implementation to fail?
3. Are the considerations different for institutions of
different size?
7
Gathering Information
• Survey data from the Survey on
Library Authentication and Technical
Support
• Describes current state of
authentication
• Follow-up interviews with 6
institutions
• 2 small, 2 medium, 2 large
• Limitations
8
Small Libraries
9
• The library and campus IT are in one department
• The budget is for the department as a whole
• Regular communication exists between the library and
IT
What Could Go Wrong?
10
• Funding might be complicated because IT and the
library share a budget
• Any updated authentication process must fit into the
existing campus environment
• 2-factor authentication, branding, existing library and IT
projects, support for accessibility built in
• Some patron groups might not have campus logins
Medium-Large Libraries
11
• The library is in one department, while IT is housed in
another department
• Each department reports up along different lines
• Budgets are separate for each department
• Though separate, the library and IT have a good
working relationship
A Slightly Different Set of Problems
12
• IT projects will have to meet that department’s goals – not
the library’s
• The IT department drives its own process & timelines
• Funding is more unclear in this scenario
• Additional complications:
• Multiple directories for different patron groups
• International campuses
Large Libraries
13
• The library has its own IT staff, though there is also a
separate, campus-wide IT department
• More dedicated IT staff for the library
• Library IT and campus IT will work together depending
on the scope and focus of a project
The Same Problems, Just Bigger
14
• Everything from before is still true – funding will be
complicated, the project needs to fit IT’s existing goals, &
there are many patron types that won’t have network logins.
• Some additional complications:
• Branch campuses, law libraries, medical libraries, and business
incubators
• Relationships with international, very small, and very large vendors
• Internal systems that can have unexpected effects as they are
changed
The Special Case of Med Libraries
• Privacy is of particular concern, not just in the library
but to the institution
• Network logins (and what goes in and out of the
network) is tightly controlled
• Patrons can be doctors and nurses in clinical practice
15
Some Questions:
1. How do we get from current state to implementing
this standard?
2. What might cause this implementation to fail?
3. Are the considerations different for institutions of
different size?
16
How do we get from current state
to implementing this standard?
• It’s going to take an authentication process that has clearly
defined benefits for the campus IT department
• The implementation might need to start with the IT
department, particularly in cases where a library is not able
to initiate a change in technology
• If the new process requires any hardware, software, or staff
time to implement, it will be important to know those costs
up front
17
What might cause this
implementation to fail?
• Authentication that doesn’t fit into the exiting campus
environment won’t be implemented
• Authentication that only works with some of a library’s
vendors, particularly if it increases the overall number
of authentication methods a patron might use
18
Are the considerations different
for institutions of different size?
• Yes, there are several considerations:
• How the library and IT are related to each other
• The complexity in the patron groups the institution serves
• The complexity of the branch campuses, including medical
and law locations
• The number and sophistication of the vendors with which a
library is working
19
Shibboleth in a Box
• Initiative to help Ohio institutions implement Shibboleth
• Many supports in place
• Widely in use
• Central support for implementation
• And yet, there were challenges
• Ongoing local maintenance
• Communication with the library
20
Theda Schwing
theda@ohiolink.edu
THANK YOU

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Schwing Challenges to Successful Authentication Change

  • 1. 1 Challenges to Successful Authentication Change: Barriers for Libraries Based on Institution Size Theda Schwing Manager, Catalogs and Tech Implementation OhioLINK
  • 2. About our Members • 121 Member Libraries • 90 Institutions • 14 Public Intuitions • 51 Private Institutions • 18 Community Colleges • State Library of Ohio • Cleveland Clinic 2
  • 3. Current State Summary • Libraries work with their campus IT staff to purchase and maintain hardware and software • Campus IT can play a role in reviewing contracts for library hardware and software • Campus IT and libraries work together to handle authentication problems as they come up 3
  • 5. Campus IT involvement in library contracts 5
  • 6. For the next 30 minutes, let’s assume that there is a privacy-preserving, secure, alternative to IP authentication that makes connecting to library resources intuitive for patrons. 6
  • 7. Some Questions: 1. How do we get from current state to implementing this standard? 2. What might cause this implementation to fail? 3. Are the considerations different for institutions of different size? 7
  • 8. Gathering Information • Survey data from the Survey on Library Authentication and Technical Support • Describes current state of authentication • Follow-up interviews with 6 institutions • 2 small, 2 medium, 2 large • Limitations 8
  • 9. Small Libraries 9 • The library and campus IT are in one department • The budget is for the department as a whole • Regular communication exists between the library and IT
  • 10. What Could Go Wrong? 10 • Funding might be complicated because IT and the library share a budget • Any updated authentication process must fit into the existing campus environment • 2-factor authentication, branding, existing library and IT projects, support for accessibility built in • Some patron groups might not have campus logins
  • 11. Medium-Large Libraries 11 • The library is in one department, while IT is housed in another department • Each department reports up along different lines • Budgets are separate for each department • Though separate, the library and IT have a good working relationship
  • 12. A Slightly Different Set of Problems 12 • IT projects will have to meet that department’s goals – not the library’s • The IT department drives its own process & timelines • Funding is more unclear in this scenario • Additional complications: • Multiple directories for different patron groups • International campuses
  • 13. Large Libraries 13 • The library has its own IT staff, though there is also a separate, campus-wide IT department • More dedicated IT staff for the library • Library IT and campus IT will work together depending on the scope and focus of a project
  • 14. The Same Problems, Just Bigger 14 • Everything from before is still true – funding will be complicated, the project needs to fit IT’s existing goals, & there are many patron types that won’t have network logins. • Some additional complications: • Branch campuses, law libraries, medical libraries, and business incubators • Relationships with international, very small, and very large vendors • Internal systems that can have unexpected effects as they are changed
  • 15. The Special Case of Med Libraries • Privacy is of particular concern, not just in the library but to the institution • Network logins (and what goes in and out of the network) is tightly controlled • Patrons can be doctors and nurses in clinical practice 15
  • 16. Some Questions: 1. How do we get from current state to implementing this standard? 2. What might cause this implementation to fail? 3. Are the considerations different for institutions of different size? 16
  • 17. How do we get from current state to implementing this standard? • It’s going to take an authentication process that has clearly defined benefits for the campus IT department • The implementation might need to start with the IT department, particularly in cases where a library is not able to initiate a change in technology • If the new process requires any hardware, software, or staff time to implement, it will be important to know those costs up front 17
  • 18. What might cause this implementation to fail? • Authentication that doesn’t fit into the exiting campus environment won’t be implemented • Authentication that only works with some of a library’s vendors, particularly if it increases the overall number of authentication methods a patron might use 18
  • 19. Are the considerations different for institutions of different size? • Yes, there are several considerations: • How the library and IT are related to each other • The complexity in the patron groups the institution serves • The complexity of the branch campuses, including medical and law locations • The number and sophistication of the vendors with which a library is working 19
  • 20. Shibboleth in a Box • Initiative to help Ohio institutions implement Shibboleth • Many supports in place • Widely in use • Central support for implementation • And yet, there were challenges • Ongoing local maintenance • Communication with the library 20

Notas do Editor

  1. Goal: indicator of library IT independence Main takeaway – eventhought out of order, its’ the same 4 options Large institutions buy their hardware directly – have more direct involvement with the technology that is being used inside their own buildings. Small institutions – have less control over IT equipment. Something that needs exploration. You could draw a conclusion that this is an indication of how much control they have over the set up of that hardware (servers – big example).