AEFG (Post-Go-Live) Campus Use of Proxy Servers, Settings (AEFG-MVP-012)

Legend: not started IN PROGRESS STALLED decided

Status

decided

Scope

POST-GO-LIVE

Description

AEFG review of proxy settings for electronic resources in Alma environment. Based on MVP 012 item.

Decision

AEFG does not have an overarching policy decision given that not all campuses work with proxy servers, either managed by the library or at the campus level. This decision page describes the information gathering process and refers to recommended practices.

Owning group

AEFG + Lisa Spagnolo (lcspagnolo [at] ucdavis [dot] edu or SILS-FG_ACQ-ERM-L [at] listserv [dot] ucop [dot] edu

Approver

PPC

Stakeholders

R = AEFG
A = PPC
C = Discovery FG
I = Via E-Resources Subgroup

Decision-making process

Poll of campuses for proxy server use. AEFG discussion and review of practices .

Priority

Low (local)

Due date

Oct 13, 2021

 

Recommendation

While there is no overarching AEFG policy decision on the use of proxy servers, AEFG did investigate this area as one of its MVP issues. In early August AEFG polled the campuses to see who was working with a proxy server either in the library or at the campus level. Six campuses indicated needing to manage proxy server settings in some way. Of these, one had this activity residing at the campus level, but otherwise used VPNs; one had proxy enabled only for certain e-collections due to Aeon conflicts; and one had limited use for select resources for one of its libraries. Four campuses did not need to manage a proxy server.

Immediately after migration (early August), at the CDL level, Ex Libris had assisted with updating proxying on NZ-activated e-collections. CDL is in the process of updating the proxying on the P2E portfolios as appropriate. See the https://uc-sils.atlassian.net/wiki/spaces/UCSILS/pages/1740406800 page, in particular the SCP/P2E spreadsheet, for more details.

Reasoning

Due to variety of local circumstances, AEFG is serving as support during Phase 4 in this area, with no policy or overarching practice recommendations. Document is to represent Phase 4 discussion tied to MVP item.

Background

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Electronic_Resource_Management/051Link_Resolver/030Access_to_Services#Resolver_Proxies - Ex Libris documentation: Includes information on Resolver Proxies, relationships and configuration

Dependencies

 

Questions to consider

 

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Action/Point Person

Expected Completion Date

Notes

Status

Poll campuses re: proxy activity.

8/11/2021

 

Done

Discussion at AEFG of any recommendation.

9/29/2021

Initial conversation in August, conclusions deferred due to other emerging issues.

Done

AEFG Finalize Decision Page Document

10/6/2021

Discussion at 10/6 AEFG call. Minor revisions. Finalized 10/13.

Done

Route to PPC (mostly FYI)

10/15/2021

Approved 10/21 via PPC Slack

Done

Distribution, sharing

10/18/2021

Shared via AEFG, E-Res Subgroup 11/3/2021

Done

The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu