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" 
<[email protected] on behalf of 
[email protected]> 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" 
<[email protected] on behalf of 
[email protected]> 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.
    >      >
    >      
    >      
    > 
    

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