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Patron Authentication and
TipasaJENNY ROSENFELD, OCLC
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Implementation Manager, OCLC
Jenny Rosenfeld
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Authentication Method and Patron Load
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OCLC Authentication
• 2 components:
– Authentication Method
• Connection with your existing system
• Use OCLC’s basic authentication with or without:
• Allowing your users to create their own accounts in Tipasa
– Patron Load
• Initial Patron Load
• Ongoing Patron Loads
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Tipasa Authentication Methods
• Supported Authentication Methods for IDM:
– LDAP (Secure LDAP only)
– Shibboleth/SAML (versions 2 and above)
– CAS
– EZproxy with UserObject (SIP or III Patron API only)
– “Basic” WMS authentication
• With or without allowing users to create their own
accounts from within Tipasa
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Patron Load
• Allows for creation of robust patron records
• From a trusted source
• Keep your patron data up to date more easily
• Bulk expire graduating students
• For libraries using 3rd party authentication methods, it is
the only way you add new patrons
• Sent via SFTP in either tab-delimited or XML format
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Workflow example with Basic authentication
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Set/Reset password link
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Example of User Account Creation
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After clicking “Create Account”
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Another option…
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Another option…
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Another option…
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Customizable Login Labels
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3rd party CAS or SAML workflow example
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EZproxy/UserObject workflow example
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Questions?