Home | News & Events | Events | 2017 Events | 2017 NISO Webinars | November 1 - Engineering Access Under The Hood, Part One

NISO Two-Part Webinar: Engineering Access Under The Hood

Engineering Access Under The Hood, Part One -- Challenges of Identity and Authentication Management

Wednesday, November 1, 2017
1:00 p.m. - 2:30 p.m. (Eastern Time) 

Part 2 of this webinar, Enhancing & Harmonizing Metadata for Discovery & Use, will be held on Wednesday, November 15, 2017.

  • About the Webinar
  • Agenda & Event Slides
  • Event Q&A
  • Registration
    Can't make it on the webinar day? Register now and gain access to the archive for one year.

System Requirements:

  • NISO has developed a quick tutorial, How to Participate in a NISO Web Event. Please view the recording, which is an overview of the web conferencing system and will help to answer the most commonly asked questions regarding participating in an online Webex event.
  • You will need a computer for the presentation and Q&A.
  • Audio is available through the computer (broadcast) and by telephone. We recommend you have a set-up for telephone audio as back-up even if you plan to use the broadcast audio as the voice over Internet isn't always 100% reliable.
  • Please check your system in advance to make sure it meets the Cisco WebEx requirements. It is your responsibility to ensure that your system is properly set up before each webinar begins.  

About the Webinar

The first half of this two-part webinar program will provide an overview of the current landscape of options available to academic institutions for ensuring and streamlining access to materials by legitimate users. What’s working, which technological approaches may be outdated and what needs to be done (research, technology upgrades, etc.) to resolve the problem?

The second half of this session (scheduled for November 15) will provide an overview of the issues associated with delivering quality metadata by and to various stakeholders. Based on comments made, it’s an old issue. But what are the existing barriers? What improvements might be made? What stands in the way of successful implementation?

Agenda and Event Slides

Todd Carpenter, Executive Director, NISO

Confirmed Speakers: Judy Luther, President, Informed Strategies; Phil Leahy, Services Relationship Manager, Eduserv; Ellen Rotenberg, Director, Product Management, Platform Capabilities and Services, Clarivate Analyticsand Rick Stevenson, Manager, Tech Operations, Clarivate Analytics.

Speaker Abstracts: (Slides to Come)

Content Anytime / Anywhere - Challenges in serving today’s mobile user
Judy Luther
, President, Informed Strategies

IP access is still considered the “norm” today for providing the academic community access to the content that libraries acquire. However, user requirements have changed in a highly mobile world. Libraries need more intelligent data for budget and service applications. And privacy is increasingly of concern in our digital environment. In the context of identity and authentication management, what’s the impact of these changes?

Judy has a broad and deep knowledge of libraries and scholarly publishing having worked in both sectors. She founded Informed Strategies to create win/win opportunities for creators and consumers of content with products and services that meet the users’ needs. Clients include publishers, vendors, professional societies, standards organizations, startups and grant funded projects. Judy is a Past President of the Society for Scholarly Publishing (SSP) and serves on the editorial boards of Learned Publishing (ALPSP), UKSG Insights, Against the Grain, the Charleston Advisor, and the Journal of Electronic Publishing. Judy has both an MLS and an MBA.

Transforming the user experience with identity management and SSO
Speaker: Phil Leahy, Services Relationship Manager, Eduserv

Abstract: Access to online information resources is vital for both students and faculty. Universities, colleges, and other institutions have made significant investments in e-resources, but frustrations around access can impede their usage among those who benefit from them the most. Subscription arrangements typically require that the institution or library will want to use their membership database to provide access to these resources, but IP recognition simply doesn’t work in these situations, and peer-to-peer SAML connections are too complex. This webinar will discuss the problems with both approaches, how the UK and US academic sectors are dealing with these challenges in different ways and what the future landscape of authentication might look like.

Phil Leahy is the OpenAthens Service Relationship Manager for the UK National Health Service, as well as for content providers using OpenAthens products and services to support federated access management on their platforms. Phil joined what was then called the Athens Helpdesk in 2000 so he has seen significant change in access management technologies during that time.

A Provider’s Perspective on Identity and Authentication Management
Speakers: Ellen Rotenberg, Director, Product Management, Platform Capabilities and ServicesClarivate Analyticsand Rick StevensonManager, Tech OperationsClarivate Analytics.


Abstract: Clarivate Analytics is the global leader in providing research, discovery, and analytics applications to the research ecosystem, including the world’s top universities, corporations, governments, and individuals. We support a variety of identity and authentication models—from anonymous access to named-user based approaches—depending on the market, product, and customer needs. In our experience, organizations find Single sign-on (SSO) the most desired authentication model, which comes with technical challenges on both the customer and provider side.

During the webinar, we will provide an overview of our experience in working with academic, and corporate customers, the common issues in SSO implementations, as well as some suggestions for areas of improvement between service providers and clients. We will also share lessons learned on balancing security and privacy concerns with ease of use and personalized user experience.

Ellen Rotenberg leads the product management of shared & reusable components, including those related to identity and access management. She partners with engineering and business stakeholders across Clarivate Analytics to ensure that functionality delivered is scalable and meets customer needs.

Rick Stevenson manages the development, operations, and SSO technical support for the centralized authentication service used by all Clarivate Analytics applications.

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Event Q&A



Registration closes on Wednesday, November 1, 2017 at 12:00 p.m. (ET)

Registration for both parts

Save! Register for both parts of this two-part webinar and save 25%

If paying by credit card, register online for both parts.

If paying by check, please use this PDF form for both parts.

  • NISO Member
    • $150.00 (US and Canada)
    • $165.00 (International)
  • NASIG Member
    • $145.00
  • Non-Member
    • $202.00 (US and Canada)
    • $239.00 (International)
  • Student
    • $74.00

Registration for Part 1 only

If paying by credit card, register online for Part 1 only.

If paying by check, please use this PDF form for Part 1 only.

  • NISO Voting Members
    • $100.00 (US and Canada)
    • $110.00 (International)
  • NASIG Member
    • NASIG members, please register at the student rate
  • Non-Member
    • $135.00 (US and Canada)
    • $159.00 (International)
  • Student  $49.00

Additional information

  • Registration closes at 12:00 p.m. (ET) on Wednesday, November 1, 2017. Cancellations made by Wednesday, October 25, 2017 will receive a refund, less a $25 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Monday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions before the start of the webinar.
  • If you have not received your Login Instruction email by 10 a.m. (ET) on the Tuesday before the webinar, at please contact the NISO office at nisohq@niso.org for immediate assistance.
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  • Library Standards Alliance (LSA) members receive one free webinar connection as part of their membership and DO NOT need to register for the event for this free connection. Your webinar contact will receive the login instructions the Monday before the event. You may have as many people as you like from the member's library view the webinar from that one connection. If you need additional connections beyond the free one, then you will need to enter a paid registration (at the member rate) for each additional connection required.
  • Webinar presentation slides and Q&A will be posted to the site following the live webinar.
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