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Integrate OpenAthens proxy with the WorldCat Knowledge Base

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Learn how to integrate OpenAthens proxy with the WorldCat Knowledge Base.

Configure OpenAthens integrated links using the Proxy settings in WorldShare Collection Manager.  For all collections except for those listed in this document, use the institution settings. 

After a collection is selected and configured as outlined below, perform WorldCat Discovery searches for articles to confirm the articles are linking correctly.

OpenAthens Knowledge Base Collections

These collections have links configured to work with OpenAthens.

  • Elsevier ScienceDirect:
    • Elsevier ScienceDirect Journals Athens
      • Collection ID: elsevier.sciDirectathens
    • ScienceDirect eBooks Athens
      • Collection ID: elsevier.ebooksathens
    • ScienceDirect Journal Backfiles All Athens
      • Collection ID: elsevier.sdBFAllathens
  • Ovid:
    • YourJournals@Ovid (Athens Authorization)
      • Collection ID: Ovid.journalsAthens
  • Kanopy:
    • Uses Kanopy Library ID.

 Notes:

  • OpenAthens configured collections are not available for automatic collection loading.
  • LexisNexis is currently not supported.

Institution Settings for OpenAthens integration 

 Note: Changes made to Institutional Settings take 30 minutes to take effect.

Proxy and Authentication

Collection Manager helps you manage patron access to materials by directing off-campus patrons through your proxy server. Collection Manager will prepend your proxy information to catalog links. Both on-campus and off-campus patrons will be given proxy links. Consult the documentation for your proxy server to determine how to configure your proxy settings to ignore on-campus patrons so they do not have to sign in.

  1. Navigate to Institution Settings > Proxy and authentication > Proxy.
  2. Select Proxy Type: EZproxy
  3. Enter the Base URL for OpenAthens: https://go.openathens.net/redirector/[library domain]?url= 
     Note: Replace [library domain] with the URL for your library.
     Caution: Do not include a space after the Base URL.
  4. (Optional) Enter your Username and Password. Providing username and password information is used by OCLC for de-bugging purposes only.

Configure provider settings

Collections from certain providers require identifiers specific to the provider in order for links to resolve to full-text. The ID is often included in the URL you use to access the provider's platform. For example, if you have an ID "XXX" from a provider:

  • You might access the provider's platform with the URL: https://XXX.provider.com
  • In Collection Manager, "XXX" would be the ID needed for Provider ID / Customer ID settings and once entered, the ID would be:
    • Automatically included in MARC records if outputting records from Collection Manager. For example: =856 40 $uhttps:XXX.provider.com/patron/FullRecord.aspx?p=12345$z Click for resource
    • Referenced in corresponding links in your discovery interface. For example: https://XXX.provider.com/patron/FullRecord.aspx?p=12345

Enter Customer ID’s at institution level for the following providers:

  • EBSCOhost
  • ProQuest
  • Gale Cengage
  • Kanopy
  • Infobase

To add a Customer/Provider ID for the above providers: 

  1. Navigate to Institution Settings > Provider Settings.
  2. Select your provider from the drop-down list.
  3. Enter the identifier from your provider.

 Providers verified to work with Institution settings

  • Allen Press (article links unverified)
  • American Economic Association
  • JAMA
  • Annual Review
  • Britannica
  • CambridgeCore (article links unverified)

Collection-level settings for OpenAthens integration

For specific collections listed below, update the Linking settings as indicated.

To update collection-level settings:

  1. Navigate to the Collection.
  2. Open the Linking accordion.
  3. Select the Local tab.
  4. Update the settings as specified below. Settings include:
    • Title Link Formula: This field is used to construct title-level links when a provider does not provide direct title links in their KB data or if the provider requires a provider or library-specific setting in their URL. Refer to Title Link Formula (Link Formula) for more information.
    • Link Scheme: Instructs how the application creates article links for a particular record or set of records. It corresponds to the oclc_linkscheme column in the KBART file. Libraries can override the link scheme value in the title-level settings. For detailed instructions see Link scheme values and overrides.
    • Use Proxy: Use the drop-down to select the appropriate setting as specified in the Providers which require collection-level changes table below.
      • Options include:
        • Use institutional setting
        • Override for this collection
        • No proxy needed
      • Refer to Use Proxy for additional information.

Providers which require collection-level changes

For the below collections, update the Collection-level settings under the Local tab within the Linking accordion.

Provider Use Proxy Title Link Formula Link Scheme
Asce Use institutional settings     Use settings from the Global tab for this field. asce.athens
Cambridge Use institutional settings     Use settings from the Global tab for this field.     doi
De Gruyter Online (Journals) Use institutional settings [[localstem]]https%3a%2f%2fwww.degruyter.com%2fopenurl%3fgenre%3djournal%26issn%3d[[jKey]] degruyter.shib
De Gruyter Online (eBooks) Use institutional settings [[localstem]]https%3a%2f%2fwww.degruyter.com%2fopenurl%3fgenre%3dbook%26isbn%3d[[bKey]] Use settings from the Global tab for this field.    
EBSCO (Journals) No proxy needed [[localstem]][[url]]&authtype=shib&custid=[[ebscohost.authotype]]
  • If Global Link Scheme = ebscoh, use ebsco.shib
  • If Global Link Scheme = ebsco.nd, use ebsco.shib.nd
EBSCO (eBooks) No proxy needed

[[localstem]]https://search.ebscohost.com/login.aspx?direct=true&authtype=shib&scope=site&db=nlebk&AN=[[bKey]]&site=ehost-live&custid=[[ebscohost.authotype]]

 Use settings from the Global tab for this field.    
Elsevier

Override for this collection

  • Select Proxy: EZproxy
  • Base URL:  https://widgets.ebscohost.com/prod/customlink/proxify/proxify.php?count=1&encode=1&proxy=https%3A%2F%2Fgo.openathens.net%2Fredirector%2F[LIBRARY DOMAIN]%3Furl%3D&find_1=&replace_1=&target=

     Note: Replace [LIBRARY DOMAIN] with the URL for your library.

Use settings from the Global tab for this field.    

 Use settings from the Global tab for this field.    
Gale No proxy needed [[localstem]][[url]]?u=[[galesiteid]] Use settings from the Global tab for this field.    
HeinOnline Use institutional settings Use settings from the Global tab for this field heinonline.athens
InfoBase Learning (eBook collections) Use institutional settings [[localstem]]https%3a%2f%2febooks.infobase.com%2fPortalPlaylists.aspx%3fwID%3d[[films.library.id]]%26ISBN%3d[[bKey]] Use settings from the Global tab for this field.    
InfoBase Learning (Video collections) Use institutional settings [[localstem]]https%3a%2f%2ffod.infobase.com%2fportalPlaylists.aspx%3fe%3d1%26xtid%3d[[bKey]]%26wid%3d[[films.library.id]] Use settings from the Global tab for this field.    
Ingenta Use institutional settings     Use settings from the Global tab for this field.     ingenta.athens
JSTOR Use institutional settings Use settings from the Global tab for this field.     jstor.athens
Kanopy No proxy needed     Use settings from the Global tab for this field.        Use settings from the Global tab for this field.      
Muse Use institutional settings     Use settings from the Global tab for this field.     muse.athens
Oxford University Press Use institutional settings     Use settings from the Global tab for this field.     doi
Ovid (Journals) Use institutional settings

[[localstem]]https%3a%2f%2fovidsp.ovid.com%2fovidweb.cgi%3fT%3dJS%26NEWS%3dn%26CSC%3dY%26PAGE%3dtoc%26D%3dovft%26AN%3d[[jKey]]-000000000-00000

 ovid.athens
Ovid (eBooks) Use institutional settings     [[localstem]]https%3a%2f%2fovidsp.ovid.com%2fovidweb.cgi%3fT%3dJS%26NEWS%3dn%26CSC%3dY%26PAGE%3dbooktext%26D%3dbooks%26AN%3d[[bKey]]%24%26XPATH%3d%2fPG(0) Use settings from the Global tab for this field.    
PhilOnline Use institutional settings     Use settings from the Global tab for this field.     philonline.athens
ProQuest Use institutional settings [[localstem]]https://www.proquest.com/publication/[[bKey]][[jKey]]?accountid=[[PQUEST.WAYFlessID]] pquest.athens

ProQuest (All EEB and EEBO collections)

Use institutional settings

[[localstem]][[url]]?accountid=[[PQUEST.WAYFlessID]]

pquest.athens
Sage Use institutional settings     Use settings from the Global tab for this field.     highwire.sageAthens
Springer Nature Use institutional settings Use settings from the Global tab for this field.     link.springer.athens2
Taylor & Francis

Override for this collection

  • Select Proxy: EZproxy
  • Base URL:  https://widgets.ebscohost.com/prod/customlink/proxify/proxify.php?count=1&encode=1&proxy=https%3A%2F%2Fgo.openathens.net%2Fredirector%2F[LIBRARY DOMAIN]%3Furl%3D&find_1=&replace_1=&target=

     Note: Replace [LIBRARY DOMAIN] with the URL for your library.

Use settings from the Global tab for this field.    

 Use settings from the Global tab for this field.    
University of Chicago Press Use institutional settings Use settings from the Global tab for this field.     uchicago.athens
Wiley

Override for this collection

  • Select Proxy: EZproxy
  • Base URL:  https://widgets.ebscohost.com/prod/customlink/proxify/proxify.php?count=1&encode=1&proxy=https%3A%2F%2Fgo.openathens.net%2Fredirector%2F[LIBRARY DOMAIN]%3Furl%3D&target=

     Note: Replace [LIBRARY DOMAIN] with the URL for your library.

Use settings from the Global tab for this field.    

 Use settings from the Global tab for this field.