EDINBURGH UNIVERSITY PRESS LIBRARIAN ADMINISTRATION USER GUIDE

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1 EDINBURGH UNIVERSITY PRESS LIBRARIAN ADMINISTRATION USER GUIDE Journal Subscription Activation Register as an Individual User Subscription Confirmation Activate your Institutional Online Subscription Enter IP Ranges... 2 Institutional Administration Area... 3 Log In to Institutional Administration... 3 Manage Your Subscriptions... 4 Administrators... 4 Institution Branding... 4 Reference Linking... 5 Trusted Proxy Server... 5 Usage Statistics... 6 Holdings File... 7 Help Desk... 7 LOCKSS Server... 8 Shibboleth... 8 Information Zone... 9 Librarians... 9 EUP Archive and Journal Backfiles Premium Subscriptions Subject Collections Institutional Licensing Terms Journal Subscription Activation Subscriptions for EUP journals can be bought online via the appropriate journal s Subscribe page, or by contacting our subscriptions department directly by (journals@eup.ed.ac.uk) or telephone ( ). You may also order through your usual subscription agent. Once you have bought an online or print+online subscription, we will send you an activation which will allow you to activate your institutional subscription. To do this, you will first need to register as an individual user and you will then be able to activate your institutional account and set up other features for access by members of your institution. Please follow the steps below to activate your subscription. 1. Register as an Individual User Select Register or Create Your Account from the top right-hand-side of the homepage. Enter your contact information and choose a password. 1

2 You will then receive an automated verification with a link which you will need to click to confirm your address and complete the registration process. The link in the activation is valid for 7 days. 2. Subscription Confirmation Once you have purchased your subscription, our subscriptions department will upload your details to the EUP website and you will be sent an automated confirmation . This will include a link to allow you to activate your institutional online subscription. Please make sure that you have registered on the EUP site, and that you are logged in, then click on the link in the Activation . You will not be able to activate your subscription if you are not registered and logged in to the EUP website. 3. Activate your Institutional Online Subscription Click the link in your Activation to take you to your My Account page. Your customer number (a series of letters or numbers) should appear automatically in the box next to Activation Code. Enter yes to agree to our Terms and Conditions, then click Activate. If you require changes to our standard Licence Agreement please contact journals@eup.ed.ac.uk to agree different conditions before entering yes and clicking Activate. The EUP Site Licence Agreement can be viewed or downloaded here: 4. Enter IP Ranges If you are registering on behalf of a library, you will need to enter all Internet Protocol (IP) addresses in order to enable access for library users. Each computer on your institution s network will have a unique IP address. An IP address acts as a numeric identifier for an individual machine, and your institution will typically have a number of computers with an IP address within a designated range. By entering the IP range for your institution we can provide automatic free access to all of your users (without the need for a login process). IP addresses are represented by a series of numbers separated by a full stop, such as: Some examples are as follows: * * : You may add IP ranges immediately, or at a later date. To do this, log in with your address and password, click on My Account, then on the Institutional Administration and IP Ranges tabs. 2

3 Enter your institution s IP ranges in the specified format and select Add IP Ranges. Institutional Administration Area In the Institutional Administration area of the Edinburgh University Press website you can view your journal subscriptions, manage IP ranges, set up institutional branding, enable OpenURL linking, download usage statistics and access control options (IP address ranges, institutional password and remote authentication). Log In to Institutional Administration To access the Institutional Administration area, log in to your account using the Log In link in the top right-hand corner of the homepage at 3

4 Manage Your Subscriptions Click on the Subscription link in the Institutional Administration tab menu to view a list of your active subscriptions, together with dates of coverage and title ISSNs. You can also download a tab-delimited text file of your journal subscriptions for integration into cataloguing systems. Administrators You can add or delete administrators via the Administrators section, and you can also choose to receive an with all administrator addresses for your records. To edit or change your contact details please select the Account Info tab. Institution Branding The Banner section of the Institutional Administration area allows you to add institutional branding to appear for your users. You can enter your institution name in the Banner text field and/or upload an institutional logo. The uploaded image should be in JPEG, GIF or PNG format and the size is restricted to 40x20 pixels (40 wide x 20 high) and 72dpi resolution. The logo and banner text will appear in the top right-hand corner of every page on the website. 4

5 Reference Linking Set up linking via the Reference Linking tab. If your institution has a local link server such as OpenURL, you can choose to display OpenURL reference links to your institution s users by entering the location of your link server below. The link server URL should be entered as a complete URL, beginning with and without a terminating / or?. You can also upload a customized button which will be used to indicate OpenURL reference links. This button must be 85 pixels wide and 20 pixels high. Trusted Proxy Server The TPS Setup tab allows you to set up Trusted Proxy Server access so users can access EUP Journals Online through a server, rather than directly. Enter the following information: 1. The IP address of your institution s web server (this is the IP address from where the user will access the EUP site through TPS). 2. The domain URL where the TPS link will be located (optional). If the IP address is shared with multiple websites then the domain is needed to distinguish this site from the rest. 3. The banner text you would like to display at the top of every page with access through this TPS. Normally this is a welcome message with the name of your institution. 4. The full URL of the content that you wish to grant access to. This is normally the URL of the List of Issues page of a journal e.g. 5

6 5. The full URL of an error page that users will be directed to when they fail to authenticate. This is usually a page hosted on your website with an explanation of what can be done to address this problem. 6. The programming language in which you would like us to generate the TPS code. Click the Set up my Trusted Proxy Server and generate code button. The code will be generated in the language of your choice and you can copy this code and put it on your server as a file name. Find out the URL of this file and direct your users to the URL to access the online content. Usage Statistics COUNTER-compliant usage statistics are available via the Usage Data tab. You can tick to receive an notification when monthly COUNTER usage data is available or you can have the reports delivered by . Reports are available in XML, HTML or tab-delimited text format and can be ed to a selected administrator or all administrators. The following COUNTER reports are available: Journal Report 1: Number of successful full-text article requests by month and journal. Journal Report 1 GOA: Same as Journal Report 1 but requests for Gold Open Access (GOA) articles only. Journal Report 1a: Same as Journal Report 1 but archive (legacy) requests only. Journal Report 2: Access denials to full-text articles by month, journal and category. Journal Report 3: Same as Journal Report 1 but provides the number of requests per page type. Journal Report 5: Number of successful full-text article requests by Year of Publication (YOP) and journal. Consortium Report 1: Number of successful full-text journal article or book chapter requests by members of a consortium (only available for consortium administrators). You can also enable retrieval of usage statistics via the SUSHI protocol. 6

7 Holdings File Download a KBART holdings file of all EUP book and journal titles here. Help Desk Use this section to contact Edinburgh University Press with any queries or comments. Please include your institution name in the comments box to assist us in replying to your query. 7

8 LOCKSS Server Enter your institution s LOCKSS server IP address in the box provided and click Submit. Shibboleth EUP journals can also be accessed using Shibboleth by customers who are members of the UK Access Management Federation. If you would like to set up access for your institution via Shibboleth, please journals@eup.ed.ac.uk, stating your Shibboleth Entity ID. When your Shibboleth access has been set up by EUP your users will be able to log in using the Shibboleth link in the top right-hand-corner of every page of the website: Users will need to select List all Institutions or UK Higher Education from the drop-down menu and then click on their institution name from the list displayed. They will then be linked direct to your institution s Shibboleth/remote authentication login page. 8

9 Information Zone In the Information Zone you can find further information on key features of the site for Authors, Academics, Societies and Librarians. There is a link to the Information Zone from every page of the site via the top menu bar. Librarians The Librarian Information Zone contains information on the following: Journal ordering and pricing for institutions, including up-to-date price lists and tiered pricing Online journal subscription activation EUP Site Licence Agreement COUNTER-compliant usage statistics EUP journal Subject Collections The EUP Archive of journal back content Developing Countries Initiatives Archiving and preservation (via Portico, LOCKSS and CLOCKSS) Up-to-date Journal Title Lists EUP ebooks Subject catalogues and mailing lists. 9

10 EUP Archive and Journal Backfiles The EUP Archive is a collection of historical journal backfiles (prior to 2000) across the full range of EUP journals. Features Over 45,000 pages and 450 issues, with coverage from 1936 to Content is presented just like current journals organised by journal issue, with article abstracts and full text in PDF format. Available for outright purchase or annual subscription. Premium Subscriptions All journal subscriptions include access to back content to 2000, where available. In addition, premium subscriptions are available for a selection of journals which have an extensive range of back content. Further information is available here: Subject Collections All EUP journals are available as a package in our Complete Collection, and smaller subjectspecific collections are also available. Further information on the collections, including the full price list, can be found here: Institutional Licensing Terms The EUP Journals Online licensing terms are as follows: Unlimited access through IP authentication Access authenticated via Shibboleth/OpenAthens, trusted proxy or remote username and password Access to all articles published since 2000 with a current subscription or pre-2000 articles with a premium subscription (where available) Inter-Library Loan from the electronic copy is permitted Perpetual archival rights to purchased content where EUP retains the right to deliver this, archived through Portico, LOCKSS, CLOCKSS as well as EUP Journals Online. 10