OpenAthens Set-Up Questionnaire

Save my progress and resume later | Resume a previously saved form

Resume Later

In order to be able to resume this form later, please enter your email and choose a password.

Your Email:

A Password:

Confirm Password:

Welcome to OpenAthens! Please complete this form to help us optimize the product for your needs.

Contact your Implementation Project Manager with any questions.

Select Your Products

Which product(s) did you purchase?

OpenAthens (Standard)Self-Registration/Renewal Form

Getting Started

OpenAthens is a project that includes several basic milestones. The questionnaire supplies EBSCO with the information we need to complete the major milestones in the set-up process.

OpenAthens Standard Project Milestones

1. Welcome/introduction

2. Questionnaire completed by customer (including resource information)

3. Administrator site configured by EBSCO

4. Resources configured by EBSCO

5. OpenAthens links added to EBSCO services (if applicable)

6. OpenAthens links added to library websites (if applicable)

7. User acceptance testing

8. Bulk upload of user accounts (optional)

9. Training (optional)

10. Closure

OpenAthens + Self-Registration Project Milestones

1. Welcome/introduction

2. Questionnaire completed by customer (including resource information)

3. Administrator site configured by EBSCO

4. Resources configured by EBSCO

5. Self-registration draft approved by Customer

6. Self-registration form built by OpenAthens

7. Self-registration form - user acceptance testing

8. OpenAthens links added to EBSCO services (if applicable)

9. OpenAthens links added to library websites (if applicable)

10. User acceptance testing

11. Training (optional)

12. Closure

Let's get started! We'll begin with your administrator contact details and organization structure. Next, we'll ask you questions about reporting, resources and optional settings.

Administrator Details

Organization Name:

EBSCO Customer ID (Consortium Parent ID if applicable):

Primary administrator details:

First Name:

Last Name:

Email:

Phone (with regional code):

IP addresses

Note: OpenAthens admin can only be accessed from approved IP addresses. Please provide IPs used by your administrator (you can include your entire network)

Admin IP addresses:

Library Contact Details (End User Support)

EBSCO recommends using a shared email (if available) for end user support e.g. helpdesk@library.com

Support contact details are included in emails sent to users (e.g. account activation) and on the login box for point-of-need assistance (see example, click 'Problems Signing in?' and then 'Need further support'). You may want to have different contact details for technical management and end user/everyday support.

Do you want to use a different contact for end user support?

Yes, I want to use a different contact for end user support.No, this is the only contact that should be used

Contact Name:

Phone:

Email:

Library Homepage:

OpenAthens Administrator Structure: Sub-Organizations

In this section, you will let us know if you are managing a consortium e.g. a group of departments or organizations. Select the option most relevant to you.

Option 1: Single OrganizationOption 2: Multiple Organizations

"Multiple Organizations" are set-up in a hierarchical structure, allowing you to:

* Set-up unique resources for some/all organizations

* Report on usage by organization

* Use different email templates/contact details for different organizations

Add sub-organizations

Download the sub-organization template.

Upload your sub-organization list

Add notes for any questions or unique requirements

Optional account preferences

Standard OpenAthens usernames start with a 3-6 letter prefix. Do you want users to login with their email address?

Yes, give users the option to login with their email addressNo, have users log in via the designated username

OpenAthens accounts expire; users must reconfirm they are current members of your institution (entitled to access subscriptions). Select when your accounts will expire:

Every 12 months (default)Every 24 months Every 36 months

Warning: Your administrator is responsible for maintaining OpenAthens user accounts. Accounts will be deleted if they have been expired or not activated for a period of 365 days (in line with the Data Protection Act (UK)). The administrator will be sent a warning 30 days before accounts are due to expire so they can take appropriate action

Would you like to warn users that their account is about to expire too? An email will be sent to their registered email address.

YesNo

Reporting

OpenAthens allows you to collect granular usage reports by user, group or organization. You can read more about available reports

'Groups' are categories of users. The primary purpose is to break down usage into useful market segments. Customers have used groups to assess usage from key stakeholders or split the cost of resources between internal departments.

Groups are optional.

Would you like to include user groups?

Yes, I need groupsNo

Attach your list of groups

For your information:

Each user can only be assigned to one group. EBSCO will set up the same groups for any sub-organizations. If you need different groups for sub-organizations, please provide a brief explanation of your requirements in the notes field.

Click here for the add group template

Notes:

Resource Access

Resource Information

EBSCO can set-up OpenAthens access to online resources if your license agreement(s) allow remote and/or proxy access. You should tell EBSCO if access needs to be restricted to specific user groups or organizations in your hierarchy.

Review your online orders and submit a list of resource(s) for your set-up. A template has been provided for sending EBSCO the information we require to configure access.

If you have more than one organization with access to unique resources, you will need to complete the template for each unique organization.

Click here for the upload template

Have you already sent your list of resources to EBSCO?

YesNo, I need to send EBSCO my resourcesNo. I order ALL my online journals, eBooks and databases through EBSCO. Please use my order history.

Do any of your resource(s) have restricted licenses (only certain users/groups can access them)?

None of our resources have restricted licensesI have/will indicate what resource(s) have restricted licenses in the resource spreadsheet or notes

Notes:

Shared content for multiple organizations:

Do you have resources that are shared by multiple organizations?

YesNo

Shared Resource Upload

Upload a list of shared resources:

What organizations share access to this content?

Unique content for each organization:

Organization:

Upload your file here:

User Journey - access points or websites

Select the option that best describes the user journey for your organization

Notes:

A user journey includes the access points your users will go to in order to login to your resources. An access point is a website that needs to have OpenAthens links added to it to enable single sign-on (e.g. a library homepage, intranet, catalog or discovery service).

Do you want users to access MyAthens?

YesNo

What is MyAthens?

Primary Website

What will be the START of the user journey (e.g. the MAIN website used to access your resources)?

Name:

Name

Custom URL

Suggestions: Catalog or ILS / website / discovery service / title listing / intranet page

Other Access Points

Let us know if you have other websites that will need OpenAthens links:

MyAthens

MyAthens is a simple, personal portal where each user can log in and personalize their MyAthens account. It also displays all the resources that the user is allowed to access according to their permission set(s).

Upload library icon (100x100 pixels):

If you prefer, you can enter a link to your library logo instead:

Allow users to update their email address in MyAthens?

YesNo

Please add text below if you would like to include a custom 'Welcome' message in MyAthens. You can include basic HTML if you like (e.g. links):

Would you like to include any RSS feeds on the MyAthens page?

YesNo

RSS Feeds

Please list any RSS feeds you would like to include in MyAthens:

RSS Feed Name

Feed URL

Please indicate if you would like to include one of the following search boxes:

If you selected other, please attach the basic HTML of the search box you would like included (please note that MyAthens does not support Javascript):

Self-Registration

EBSCO will design a draft of your self-registration form based on your requirements.

You will be sent the design for feedback and approval before OpenAthens starts building the form.

Users can only self-register if they have been identified as a valid user of your organization. They can do this by registering an approved email address (with a network-managed email domain) or their IP address (within your approved range).

Example self-registration schemes:
Cabrini Health (CSS)
Clinical Knowledge Network (CSS within website)

Choose your preferred validation option:

Please complete the information below:

IP addresses

Enter different IPs for self-registration:

Email Domain(s) (e.g. ebsco.com):

Please indicate if any user groups will be unable to register using a work email (e.g. contact/remote staff)

Please indicate if any user groups will be unable to register with a work email AND/OR IP address (e.g. contact/remote staffl

Please indicate if any user groups will be unable to register from a network IP address (e.g. contact/remote staff)

What is your preferred date format?

Please select a branding option:

Basic - I will provide a logo for the header, a font face, and a colorAdvanced - I will provide header/footer code and/or CSSAdvanced - I would like to embed the form in our own website Basic - Copy branding from our website

Copy the branding/header from our website (paste url):

I would like to provide code for:

Header (HTML)Footer (HTML)CSS

Note:

IT can provide CSS (cascading style sheet) based on your website or intranet page. Using CSS helps your form blend seamlessly with your website. If this is not possible, please provide a URL or basic style guidance.

Choose Your Basic Branding Options

Header logo positioning:

Preferred font face and color for headings:

For color code help, see ColorPicker.

Attach any branding files here:

Add any additional notes about your branding requirements:

User Information

Users must complete required fields: first name, last name, email address PLUS organization/group (if applicable).

Please select the optional fields you would like your users to complete:

	Include as required	Include as optional	Do not include
Title (field includes "Mr. / Mrs. / Ms. / Miss / Dr. / Prof.")
Is your position ongoing or temporary (field includes radio buttons for ongoing/temporary)
Please enter your contract/end date (field includes a drop-down date box that will set the expiry date for users selecting 'temporary')
Employee/Student Number or ID (text field)
Workplace or department name (department within the organization, free text field or drop-down)
Workplace address (free text field or drop-down)
Telephone number (free text field)
Fax number (free text field)
Other (custom information you would like recorded)

If you would like to store other information about your users, provide details below. EBSCO will advise if this is not possible.

If you would like to rename any of the fields above, please list them here with your alternative text.

Bulk Upload

Please complete this section if you would like an initial bulk upload to create user accounts (once your set-up is complete). The bulk upload will automatically generate an email to your users so they can activate their access.

Would you like to complete an initial bulk upload of your users? (Note: customers using self-registration can also complete an initial bulk upload while waiting for self-registration to be built.)

Yes - I will provide the bulk upload data nowNo - I won't need a bulk uploadYes - I will send the bulk upload data later

Provide user data for your bulk upload

Please provide a spreadsheet with the following information about your users (you may want to use the bulk upload template in the admin site as a guide). If you do not include optional information, your default settings will be used.

Required
-First name
-Last name
-Email address
-Organization name (per OpenAthens structure)

Optional
-Group (you should include a group if you have opted to use groups)

-Phone
-Fax
-Identifier (student ID, etc.)
-Department
-Position
-Postal Address
-Other notes

Upload your spreadsheet here:

Thank you for completing the OpenAthens Set-Up Questionnaire!

Remember to click 'submit' to send your response to EBSCO.

You will receive a copy of your form responses and an EBSCO support case number.

If you want to send a copy of the form to additional contacts, please enter their email address(es) in the field(s) provided.

Additional contact email

Please provide any additional comments below. (Do you have a launch date in mind? Could the form be improved? Do you have any additional questions about your implementation?)

Save my progress and resume later | Resume a previously saved form