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Shibboleth: EBSCOhost implementation

Shibboleth: EBSCOhost implementation. Lech Wojtowicz Director of Software Development EBSCO Publishing Access 2003 October 3, 2003. Overview. About EBSCO Publishing and EBSCOhost EBSCO’s involvement in Internet2 Current authentication methods Why Shibboleth

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Shibboleth: EBSCOhost implementation

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  1. Shibboleth:EBSCOhost implementation Lech Wojtowicz Director of Software Development EBSCO Publishing Access 2003 October 3, 2003

  2. Overview • About EBSCO Publishing and EBSCOhost • EBSCO’s involvement in Internet2 • Current authentication methods • Why Shibboleth • Shibboleth implementation time-line • EBSCOhost configuration • Outstanding issues and future

  3. About EBSCO Publishing • Part of EBSCO Information Services • Provide information and tools to access information online • Primarily institutional market • International customer base • Began in 1986 with CD-ROMs and evolved to Web • EBSCOhost at version 6.4, version 7.0 will release in Fall

  4. About EBSCOhost • Web based search and retrieval system • Supporting: • 50 full text databases • 65 secondary databases • Links to 12,000 e-journals • Native interface and Z39.50 access • Internet network access from: • UUnet • Genuity • Internet2 (Abilene Network)

  5. About EBSCOhost, cont’d • Multi-tiered system: • Windows 2000 with IIS on front lines • EBSCOhost is an ASP Web application, XML is an internal data format and protocol • Several supporting services: Email, Transaction Logging, Content Enhancements, Article Matching/Rights Checking • Solaris and Linux back end tier for performing searches • Multiple NFS servers used for data storage

  6. About EBSCOhost, cont’d • Peak load: • 25,000 simultaneous ASP sessions during peak time • 200,000 searches peak hours, over 2 mln. searches a day • 600,000 user logins per day • 25 million ‘transactions’ per day • 50% of outbound bandwidth is Internet2

  7. EBSCO and Internet2 • Most Internet2 members are EBSCO customers • Many customers on affiliated network • Recognized need for reliable high-speed connectivity (http://loadrunner.uits.iu.edu/weathermaps/abilene) • Became Corporate Member in Fall 2000 • Initial connection via vBNS+ • Spring 2002 became Collaborating site • Current connection to Abilene are two T3’s

  8. Current authentication methods • IP Address • Username and password • Referring URL • Customer coordinated patron ID (library bar code) • Pattern matching (patron ID) • Athens • Introducing Shibboleth...

  9. IP Address • Mechanism • IP address ranges recorded in EBSCOadmin • Associated with customer and group • Shortcomings • Multiple campuses with shared dynamic IPs may be a problem • Remote access requires use of proxy server

  10. Username/password • Mechanism • In EBSCOadmin a given user group is associated with a username and password • User is prompted for username and password • Shortcomings • Communication of usernames and passwords • Not very secure as usernames tend to be “advertised” • No incentive for a patron to not share

  11. Referring URL • Mechanism • Customer performs authentication • Access to EBSCOhost is from secure page • URL of secure page recorded in EBSCOadmin • HTTP Referrer of request looked up • Shortcomings • Assumes customer’s page is secure • End user must access through library authentication system

  12. Customer coordinated • Mechanism • Customer uploads patron IDs (library bar code) to EBSCOadmin • Patron IDs can be associated with a specific user group • User must enter valid patron ID to access • Shortcomings • Link to EBSCOhost must include CustID • Maintenance of patron ID

  13. Pattern matching • Mechanism • Customer enters pattern of patron ID • Associates pattern with user group • User prompted for patron ID to access • Length and significant characters must match • Shortcomings • Patron ID must follow a pattern • Not very secure • Maintenance: no easy way to “remove” a patron

  14. Athens • Mechanism • Access rights managed centrally in UK by Athens group • Prompt for users Athens User ID and password (http://search.epnet.com/athens.asp) • Call to Athens server to validate and get institution code • Institution code matched to account in EBSCOadmin • Shortcomings • Management of users and rights in separate system from institution

  15. Why Shibboleth • EBSCO offers multiple services from different locations: • EBSCOhost databases • EBSCOhost Electronic Journals Service (EJS) • A-Z journal locator service • LinkSource OpenURL resolver • Redirect customers to publisher sites

  16. Why Shibboleth, cont’d • Currently supporting multiple (independent) authentication options • Customers want seamless access between services • Users want single login • EBSCO needs to provide secure authentication to meet expectations of data providers

  17. Shibboleth project timeline • Mar 14/02 – initial contact by Steven Carmody • Apr 4/02 – development initiated • Apr 29/02 – DLF/CNI meeting: proof of concept in place and demonstration of Shibboleth in action --- port of Shibboleth package to Win32 --- • Sep 12/02 – Win32 Shib Package available (Version 0.7) • Sep 26/02 – EBSCO Pilot project completed; Scott Cantor performs first real world test from Ohio State University to EBSCOhost • July 2003 – Shibboleth version 1.1 released with Win32 support • Aug. 2003 – EBSCOhost Shibboleth Pilot project upgraded to use version 1.1 (http://search.epnet.com/shib.asp)

  18. EBSCOhost configuration

  19. Outstanding issues • Handling multiple ‘sites’ for an institution • Example: OSU has 14 EBSCOhost accounts • Associate originSiteID with customer account(s) in EBSCOadmin • If one originSiteID is associated with multiple customer accounts, use entitlement for finer resolution • Allow self administration • EBSCO specific eduPerson entitlement: urn:mace:ebsco.com:<EBSCO customer account>

  20. Future proposal… use of attributes originSiteID – single custID and groupID (majority of cases) affiliation – single custID and multiple groupID (includes walk-ins) entitlement – multiple custID

  21. Observations • Development effort • Implement ISAPI filter • Supporting infrastructure inside EBSCOadmin • Administration effort • Find appropriate contacts at institution • Determine customer account to use and domains and affiliation • Set up mapping or allow customers establish this • Meets goal of single login for multi-site sessions

  22. Future • Expand test to other EBSCO sites • EBSCOhost Electronic Journals Service • LinkSource • MetaPress • Work with major publishers to extend reach of seamless access • Handling multiple federations by accessing multiple WAYF servers, based on information from user

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