[OPEN-ILS-DEV] Feature Proposal - OpenAthens integration

Chris Sharp csharp at georgialibraries.org
Mon Sep 9 13:05:07 EDT 2019


Julian,

We've discussed this on the PINES end of things, and we agree with Jeff's
approach to use the Library Settings infrastructure if it's feasible on
your end.  This question occurred to me (the use of a global flag) when you
demo-ed the prototype for our staff, but I didn't bring it up because, as
you mentioned, ours is a limited use case, but if it's doable, making the
feature more usable for other Evergreen instances would be beneficial all
around.  It's also in line with how other third parties have written
add-ons/crosswalks for Evergreen in the past.

Please let us know if you need any further confirmation from the PINES end.

Thanks to both you and Jeff for having this open discussion!

Chris



On Fri, Sep 6, 2019 at 11:51 AM Julian Clementson <
Julian.Clementson at openathens.net> wrote:

> Hi Jeff,
>
> Thanks for that helpful explanation. I've had a look round Local
> Administration and seen how settings have an organisational unit scope,
> which we would need for this as well. So long as Evergreen is flexible
> enough to add new settings that work in the same way, then it should keep
> everyone happy. So then I think the aim then would be for OpenAthens
> settings to be its own page under Local Administration.
>
> I'm hoping we get some detailed feedback from someone who is closer to
> PINES as well, then we can confirm this is valid. I'll start drafting the
> second option in more detail on the wiki page anyway and let everyone know
> when it's ready to re-review.
>
> Thanks,
> Julian
>
> ─────
> Julian Clementson
> Full stack software engineer
>
>
> On 05/09/2019, 22:03, "Open-ils-dev on behalf of Jeff Davis" <
> open-ils-dev-bounces at list.georgialibraries.org on behalf of
> jeff.davis at bc.libraries.coop> wrote:
>
>     Hi Julian,
>
>     Thanks for the detailed response.  If auth models where Evergreen is
> not
>     the ID provider are simply out of scope, fair enough. :)
>
>     As for supporting multiple OpenAthens domains per Evergreen instance,
>     Evergreen has fairly robust support for assigning different settings
> to
>     different libraries within the same consortium.  Based on a naive
>     reading of your proof-of-concept, it would be pretty straightforward
> to
>     change your global flags to library settings.  For example, in
>     EGCatLoader.pm, instead of this:
>
>     my $openathens_config = $ctx->{openathens_config};
>
>     you could do something like this:
>
>     my $openathens_config = $ctx->{get_org_setting}->(
>        $org_unit, 'openathens_config');
>
>     which would grab the appropriate value for the "openathens_config"
>     setting from the actor.org_unit_setting database table instead of
>     config.global_flag.  Lookups in EGCatLoader/OpenAthens.pm would work
> the
>     same way, you'd just need to define your context library before
> looking
>     up any settings using something like this:
>
>     my $org_unit = $ctx->{physical_loc} || $ctx->{aou_tree}->()->id;
>
>     If I understand correctly, this would allow a single Evergreen
> instance
>     to support multiple OpenAthens domains without having to do any
>     partitioning in OpenAthens.  It would also support cases where not all
>     of the libraries in a consortium are OpenAthens customers (my
> consortium
>     has over 70 libraries and only one uses OpenAthens; I'd like to use
>     OpenAthens login at that one library and native Evergreen login at all
>     the others).  It's only a suggestion, but I think this approach would
>     address the PINES use case equally well while also making the current
>     development more useful to future potential customers.
>
>     Jeff
>
>
>     On 2019-09-05 1:29 a.m., Julian Clementson wrote:
>     > Hi Jeff,
>     >
>     > You're right to point out that this feature has a limited scope.
> I've only been looking at the public library case, where Evergreen is the
> identity provider. That's the current feature that we at OpenAthens have
> been asked to contribute to Evergreen for the benefit of Georgia Public
> Libraries and any other public library consortia that are also OpenAthens
> customers.
>     >
>     > For the type of post-secondary case you describe, OpenAthens can
> already be configured to authenticate against other identify providers,
> such as Active Directory. What's missing is being able to configure
> Evergreen to authenticate against either Active Directory locally, or
> against OpenAthens, which in turn authenticates against whichever identity
> provider is configured for a particular library. I think adding new ways of
> authenticating into Evergreen should be treated as separate features. They
> are quite different from this feature, which is about using Evergreen to
> authenticate into another system. That's not to say the OpenAthens team
> would never contribute a separate feature for authenticating into Evergreen
> using OpenAthens, or provide help to someone else who wants to take it on -
> just to make clear that it's not in scope for the current round of work
> that's been triggered by the GALILEO single sign-on project.
>     >
>     > Going back to the feature for using Evergreen to authenticate into
> OpenAthens, and to answer your second question, a single OpenAthens domain
> per Evergreen instance is certainly simpler to implement, and is the
> solution preferred by OpenAthens. If the consortium needs partitioning
> between libraries within OpenAthens, we propose that the top-level
> administrator for the consortium would create sub-organisations within the
> OpenAthens domain, one for each library, and set up mapping rules to map
> users into different sub-organisations depending on their home library
> setting. Each sub-organisation would have an associated administrator
> account that the branch librarian could use to view their local users and
> resource usage stats. The ability to set up these sub-organisations and
> mapping rules already exists in OpenAthens. Whereas if we were to implement
> multiple OpenAthens domains per Evergreen instance, we would have to
> develop a similar mapping feature within the Evergreen code. It's not
> impossible but is duplicating a feature we already have in OpenAthens. But
> if anyone thinks that the proposed way of doing things would be a
> show-stopper for the PINES consortium implementation, then we'll have to
> re-think!
>     >
>     > Regards,
>     > Julian
>     >
>     > ─────
>     > Julian Clementson
>     > Full stack software engineer
>     >
>     >
>     > On 03/09/2019, 18:48, "Open-ils-dev on behalf of Jeff Davis" <
> open-ils-dev-bounces at list.georgialibraries.org on behalf of
> jeff.davis at bc.libraries.coop> wrote:
>     >
>     >      Hi there,
>     >
>     >      It's exciting to hear that OpenAthens integration is in the
> works!  We
>     >      have several libraries that will be very interested.  Thanks
> also for
>     >      the detailed proposal and documentation.
>     >
>     >      I have a couple of questions.  The proposal seems to assume that
>     >      Evergreen will be the authoritative identity provider, but I
> think that
>     >      often won't be the case for OpenAthens customers.  Suppose I'm
> at a
>     >      post-secondary institution that uses a centralized Active
> Directory
>     >      service for single sign-on.  I want students to use their SSO
>     >      credentials to be able to login to library resources including
> online
>     >      databases and the Evergreen OPAC, so ideally OpenAthens would
>     >      authenticate against my institution's Active Directory, not
> against
>     >      Evergreen.  The development proposal says that
> resource-initiated login
>     >      must be delegated to Evergreen, which sounds like users would be
>     >      authenticated against EG instead of Active Directory.  Am I
>     >      understanding correctly?
>     >
>     >      The proposal also says that only a single OpenAthens domain is
> allowed
>     >      for an entire Evergreen consortium.  Are there technical
> limitations
>     >      that make this necessary?  There will be cases where multiple
> libraries
>     >      sharing the same Evergreen instance will want to have their own
>     >      independent OpenAthens setup, but it sounds like the proposal
> precludes
>     >      that.
>     >
>     >      Thanks again!  I'm looking forward to seeing where this goes.
>     >
>     >      Jeff Davis
>     >      BC Libraries Cooperative
>     >
>     >
>     >      On 2019-09-02 3:06 a.m., Julian Clementson wrote:
>     >      > Hello everyone,
>     >      >
>     >      > I'd like to introduce a new feature proposal and ask for your
> feedback.
>     >      >
>     >      > Launchpad link -
> https://bugs.launchpad.net/evergreen/+bug/1842297
>     >      >
>     >      > The feature will provide integration between Evergreen and
> OpenAthens, a
>     >      > global cloud-based single sign-on service.
>     >      >
>     >      > The background is that the GALILEO Consortium of libraries in
> Georgia
>     >      > has selected OpenAthens to deliver a state-wide solution for
> single
>     >      > sign-on, and this contract includes integrating Evergreen into
>     >      > OpenAthens, so that PINES patrons can seamlessly access
>     >      > OpenAthens-authenticated resources.
>     >      >
>     >      > The OpenAthens development team has been contracted to
> implement the
>     >      > integration on behalf of GPLS, and I've been assigned as the
> lead
>     >      > developer for the project. I demonstrated a proof of concept
> to selected
>     >      > representatives of the Evergreen community and the PINES
> consortium back
>     >      > in July. The aim is to get this feature accepted into an
> upcoming
>     >      > release so that it is ready for PINES to start using towards
> the end of
>     >      > the year.
>     >      >
>     >      > I have now documented the feature in detail on DocuWiki - see
>     >      >
> https://wiki.evergreen-ils.org/doku.php?id=dev%3Aproposal%3Aopenathens_integration
>     >      >
>     >      > I have also published the proposed code changes and
> documentation,
>     >      > subject to community review of course - see
>     >      >
> https://github.com/openathens/Evergreen/commit/ed85f8f82795e4439315e897438d75e99e0e7cde
>     >      >
>     >      > I welcome feedback and discussion, so as to improve the
> feature
>     >      > description and get the code into a state where the community
> is happy
>     >      > to accept it.
>     >      >
>     >      > Thank you and kind regards,
>     >      >
>     >      > Julian
>     >      >
>     >      > ─────
>     >      >
>     >      > *Julian Clementson*
>     >      >
>     >      > Full stack software engineer
>     >      >
>     >      > *T*
>     >      >
>     >      >
>     >      >
>     >      > +44 (0)20 3998 9178
>     >      >
>     >      > *W*
>     >      >
>     >      >
>     >      >
>     >      > openathens.org <https://openathens.org/>
>     >      >
>     >      > Open Athens
>     >      >
>     >      > ────────────
>     >      >
>     >      > OpenAthens is a Jisc enterprise. Jisc is a registered charity
> (number
>     >      > 1149740) and a company limited by guarantee which is
> registered in
>     >      > England under Company No. 5747339, VAT No. GB 197 0632 86.
> Jisc's
>     >      > registered office is: One Castlepark, Tower Hill, Bristol,
> BS2 0JA. T
>     >      > 0203 697 5800.
>     >      >
>     >
>     >
>     >
>
>
>

-- 

Chris Sharp, PINES System Administrator
------------------------------

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