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Using a Third-Party Proxy System with the Innovative Patron API. Emalee Craft, Jennifer Ward University of Washington Libraries Innovative Users Group Meeting, Session H4 May 21, 2001. What is a Proxy?. Definition Traditional uses What they mean for libraries What about you? WAM?
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Using a Third-Party ProxySystem with the Innovative Patron API Emalee Craft, Jennifer Ward University of Washington Libraries Innovative Users Group Meeting, Session H4 May 21, 2001
What is a Proxy? • Definition • Traditional uses • What they mean for libraries • What about you? • WAM? • Other – EZProxy?
Problem #1 : Site Licenses vs. Location • Library has diverse electronic resources • Vendors restrict access by a list of IP addresses • On campus or dialing into the UW modem pool – you’re in • Off campus or commercial ISP – you’re not
Problem #2 – Diverse Remote User Populations • Thousands of ISP, or “remote” users • UW Health Sciences uses broadest range • Multiple UW campuses, researchers on sabbatical
The Goal : Off-campus Access to Web Resources • Provide all of our Web resources “safely” • Not all remote users are equal
The Solution – A Proxy Server • User tries to access a restricted resource • Must somehow authenticate themselves • If successful, the proxy server requests a page on the users’ behalf
UW Considerations • Thousands of varied users • Hundreds of restricted resources • HTTP proxy – no extra software for users • Limit traffic on our server • User authentication – how?
Our Solution • Doit’s Muffin World Wide Web filtering system • Java-based • Open source, free
Advantages for UW • Allows selective proxying • Meets needs of many users • Handles many remote domains • Java “hooks” allow many uses of PatAPI
THE PATRON API • Expand use of PatAPI in future: • Download entire record • Other systems might connect here • Other uses EXP DATE[p43]=11-01-00 TOT CHKOUT[p48]=8 CUR CHKOUT[p50]=5 CREATED[p83]=07-07-00 MONEY OWED[p96]=$0.00 PATRN NAME[pn]=CRAFT, EMALEE D MAIL ADDRES[pa]=352900 PERM ADDRES[ph]=P.O. Box 85042$SEATTLE, WA. 98145 HOME PHONE[pt]=2062849124 BUSNS PHONE[pp]=2066162867 UNIV ID[pu]=416025264 MAIL SORT[ps]=352900 P BARCODE[pb]=29352004435146 PIN[p=]=066KofINPbzHE EMAIL ADDR[pz]=crafte@u.washington.edu
Proxy Automatic Configuration (PAC) File • Written in Javascript • Advantages • Proxying at the domain level • No service interruptions for users • Disadvantages • Proxying at the domain level • Users must configure their browsers
Client Configuration Process Library user visits Proxy Server Wizardhttp://www.lib.washington.edu/asp/browser/proxy.asp User configures their browser to request the pac file Ready to surf remote resources
Support Challenges • Login method • Browser configuration issues • Firewalls and proxy servers • Troubleshooting matrix
Login Method • Current username/login is a 14-digit number on the back of patron’s UW id card • PIN is selected and managed by patron • Problems arise when users: • Have multiple IDs in the system • Forget their PIN • Use a PIN with non alpha-numeric characters
Browser Configuration • People don’t read • Typos or other errors in pac file address • Don’t follow instructions in the wizard • Think that the wizard did everything for them • Dial-up users might have multiple connections to the Internet
Firewalls, Proxy Servers, and LANs – Oh My! • Firewall administrators must punch a hole and allow access to TCP port 51966 • Special pac file for Childrens Hospital and Medical Center • Proxy servers don’t play well together • Personal LANs and firewalls are often improperly configured
Troubleshooting Matrix • Basic matrix involves the OS, ISP, and browser • Gets more complex when you add vendor support issues, ISPs that don’t play fair
Current Proxy Statistics • Over 200 Information Resources proxied • 1,500 unique, registered users • Over 40,000 in potential user base • Over 5,000 sessions/month • High is over 8,000 sessions/month • Over 200,000 page requests/month • High is over 400,000 requests/month
What does the Future Hold? • Release of new authentication method via UW NetID • Integrate enterprise systems with III to make one large database of patron information
Emalee Craft – crafte@u.washington.edu Jennifer Ward – jlward@lib.washington.edu