E-Sources Add/Modify Target Dialog Box

Use this dialog box to set up a new e-source target for use in the PAC, or to modify the settings for an existing target. See Setting Up E-Source Targets. The Add dialog box appears when you select a category and click Add Target on the E-Sources Categorization dialog box. The Modify dialog box appears when you select a target and click Modify on the E-Sources Categorization dialog box. You can change any existing settings for the target.

• Name - Type a name for the target to be displayed on the PAC E-Sources page.
• Description (optional) - Type a brief description (890 characters maximum), if you want to display a description on the PAC E-Sources page.
• Message (optional) - Use this field to inform patrons of any use restrictions for the target, or to highlight a new offering.
• URL (obtain from provider) - Input the complete URL for the target’s log-in page.
• Transfer Type (obtain from provider) - The protocol for passing authentication data from your library to the e-source target. Select Get or Post.

Add/Modify Targets - General Restrictions Tab

These settings control access to a target based on workstation location.

• Inhouse access - Sets usage restrictions for in-house PAC workstations. Typically if a workstation is registered in Polaris Administration, it is considered in-house. If a workstation is not registered in Polaris Administration, but the IP address is listed in the system-level In-House IP Addresses database table, it is considered to be in-house.

Note:
By default, the system checks both the In-House IP Addresses table and registered workstations to determine if a computer is in-house. However, if you experience performance issues related to e-source restrictions, you can set the system to check only the In-House IP Addresses table. See Set criteria for determining in-house location.

• Disabled - The e-source is unavailable to in-house users.
• Login required - The e-source is available from in-house workstations only to registered patrons.
• No login required - The e-source is available from in-house workstations to anyone.
• Remote access - Sets usage restrictions for remote workstations (those not in-house).
• Disabled - The e-source is unavailable to remote users.
• Login required - The e-source is available from remote workstations only to registered patrons.
• No login required - The e-source is available from remote workstations to anyone.

Add/Modify Targets - Patron Codes Tab

These settings prevent certain patron codes from accessing the target. Select the codes you want to prevent from accessing the target.

Note:
Your patron code settings are used only if you have required log-in for in-house or remote access.

Add/Modify Targets - IP Addresses Tab

These settings limit access to specific workstations.

Important:
Set this restriction if you want to allow access only from the specific IP addresses listed here. If at least one address is listed, the system blocks access from any workstations or IP addresses that are not listed here, regardless of any other access restrictions you may have set. You might use this setting to limit access to a very specialized (and costly) research site.

• Define IP addresses one at a time - Type each  address in the IP Address boxes and click Add. The addresses are displayed in the Allowed IP Addresses list.
• Define a range of IP addresses - Select the Enter IP Range checkbox. Then enter the first address of the range in the IP Address boxes, and enter the last address of the range in the End of IP Range boxes. Click the radio button below the appropriate End of IP Range box to specify if the last number in the range is in that address segment. Click Add to add the range to the Allowed IP Addresses list.
• Remove addresses from the Allowed list - Select the IP address and click Remove. Use CTRL+select or SHIFT+select to select multiple entries.

Add/Modify Targets - Connection Data Tab

These settings are provided by the vendor. Name is the descriptive field name that the database provider uses to prompt for input. Value is the actual text string that the database provider assigns to your library when the subscription is established.

Example:
A vendor requires a user ID and a password to access a database, so you define two parameters (two sets of Name and Value data elements). For the first set, Name is UserID.  Value is WESTSIDELIBRARY. For the second set, Name is Password and Value is read.

Type a name in the Name box, type a value in the Value box for the first parameter, and click Add. Repeat to add as many parameters as the e-source provider requires for connection authentication.