In case anyone is interested, here's the latest thread from the EZProxy
listserv on self-hosting vs. OCLC's EZProxy SaaS....
*[EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS - prospective*
------------------------------
*John Benedetto *<[log in to unmask]> 15 March 2021 at 14:21
To: [log in to unmask]
Hank –
Here are a couple of questions:
- Is there a rough price you can quote for the cost of going to OCLC-based
proxy instead of self-hosting? I saw someone throw out the number 40x the
self-hosting cost, but I assume that was their specific situation. When
we checked pricing a few years ago, it was not that expensive. How much is
the option to edit our own proxy stanzas that you mentioned?
- I’ve seen people say “cloud-based EZproxy” and “SaaS” (software as a
service)… IS there an actual different version of EZProxy that OCLC runs
in-house? I assumed y’all were just running the same software I do in
self-hosting, just on multiple virtual machines on some sort of
virtualization stack, like VMware or Hyper-V?
John
*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Sway,Hank
*Sent:* Monday, March 15, 2021 11:29 AM
*To:* [log in to unmask]
*Subject:* Re: [EZPROXY-L] [EXT] Re: [EZPROXY-L] Ezproxy 7.x - self-hosted
vs SaaS - prospective
* [EXTERNAL]*
Hello all,
OCLC-hosted customers in the Americas do (optionally) have direct access to
their configuration files. You can make configuration changes in a
pre-production environment, test, and then promote the changes to
production. Many customers with local EZproxy expertise choose this
“self-service” option.
We are exploring offering this option in other regions besides the Americas.
Thanks!
--
Hank Sway
*OCLC* · Product Manager
*From: *EZproxy List <[log in to unmask]> on behalf of Mike Paulmeno <
[log in to unmask]>
*Date: *Monday, March 15, 2021 at 10:54 AM
*To: *EZPROXY-L <[log in to unmask]>
*Subject: *Re: [EZPROXY-L] [EXT] Re: [EZPROXY-L] Ezproxy 7.x - self-hosted
vs SaaS - prospective
This is a concern for us as well. There have been times when the default
configuration from OCLC doesn’t work. Having access to the config file has
helped in these situations.
Cheers,
Mike
Michael Paulmeno
Systems Librarian
Lucy Scribner Library, 210
Skidmore College
(518) 580-5505
[log in to unmask]
He/Him/His
*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Pullin, Mike
*Sent:* Monday, March 15, 2021 10:34 AM
*To:* [log in to unmask]
*Subject:* Re: [EZPROXY-L] [EXT] Re: [EZPROXY-L] Ezproxy 7.x - self-hosted
vs SaaS - prospective
We considered hosted as well, but losing direct access to the config files
was the main consideration for staying with self-hosted.
Mike Pullin
UNTHSC
*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Xiaotian Chen
*Sent:* Monday, March 15, 2021 8:56 AM
*To:* [log in to unmask]
*Subject:* [EXT] Re: [EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS -
prospective
Here is a different/opposite perspective on Hosted EZProxy:
Without the option of locally hosted EZproxy, my library and some other
libraries in my state would have moved EBSCO's OpenAthens. My state
consortium brokered OpenAthens in 2020 and offered to cover the cost for
the first two years for its member institutions. The only reason my library
and a few other libraries in my state stay with EZproxy is because of the
less expensive locally hosted option.
---
Xiaotian Chen
Electronic Services Librarian / Professor
Editor Internet Reference Services Quarterly
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On Mon, Mar 15, 2021 at 8:42 AM Jonathan Eaton <[log in to unmask]> wrote:
Hi,
I would like to endorse Claes’ views below on the business case for Hosted
EZProxy.
(It may not suit all customers, but as a similar kind of specialised
postgraduate and research institution, we came to the same conclusions as
VTI.)
We moved to EZProxy SaaS-hosting in summer 2016 after 18 years’
self-hosting with an initial SAML SSO migration that was extensively
remodelled for us by OCLC two years later and our consistent experience has
been similar – excellent uptime, performance, reliability and customer
experience.
Claes describes very well here the kinds of significant productivity
savings that both I and my IT colleagues have realised from switching to
Hosted EZProxy. The loss of previous direct local control over logs and
configurations has been more than offset by the automatic upgrades of the
application and stanzas - and more recently by adding Hosted Analytics.
OCLC UK support has been consistently top-notch as well.
Kind regards
Jonathan
*Jonathan Eaton | Senior Content & Systems Manager | Information Services &
Library*
London Business School | Regent's Park | London NW1 4SA | UK
D: +44 (0)20 7000 7636 | T: +44 (0)20 7000 7000
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*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Claes Eriksson
*Sent:* 15 March 2021 12:00
*To:* [log in to unmask]
*Subject:* Re: [EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS - prospective
Hello,
I would like to add my perspective as a system librarian at a research
institute. We had a standalone version for a long time but changed to the
SaaS version a couple of years ago. The reason beeing a simple calculation
of time spent both by me and our IT people.
All those minutes spent scrolling through this list, replacing new stanzas,
replying to all the problems users had e.g. when Taylor and Francis went
into a spin or when certain browsers did not work with certain publishers,
applying workarounds presented by all this clever people on this list,
checking the logs, keeping track of changes etc, it really added up to a
measurable cost. Our IT also had concerns about the security aspect of
having a server dedicated for a rather odd program.
We pay more now to OCLC but we save a lot of time and concern. But most
important: everything is working. Not even one single complaint from our
users. SAML login work like a clock. I scroll the e-mail list for subjects
concerning the SaaS but that’s all. I am fully aware of all the companies
that tries to make a profit out of libraries and we are fully committed to
OA and have open source systems like Koha, but EZproxy (SaaS) is really no
big problem compared to all publishers and database providers.
With kind regards
Claes
-----------------------------
*Claes Eriksson*
Systems librarian
Department of Communication, Marketing and Library (KOMBI)
Swedish National Road and Transport Research Institute (VTI)
VTI, SE-581 95 Linkoeping, Sweden
Tel: +46-13-20 40 00 Direct: +46-13-20 41 99
E-mail: [log in to unmask]
----------------------------------
*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Lolis, John
*Sent:* den 12 mars 2021 20:26
*To:* [log in to unmask]
*Subject:* Re: [EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS - prospective
I feel exactly the same way. There are those of us who still remember when
EZProxy had not only a perpetual license for self-hosting, but also
outstanding support in Chris Zagar who seemed to single-handedly take that
on. Of course, Chris wasn't going to get rich with that model, so it's
understandable that he sold it to OCLC.
Of course, many of us share the concern that the slope is about to tilt in
a bad direction for many of us. And getting slippery (with a profit-driven
lubricant?).
This reminds me of what my predecessor once told me regarding how many
library services companies always seem to "nickel-and-dime" libraries for
optional--although many times necessary--additional services. As he said,
how many new libraries do you think spring up each year? Dealing with a
relatively finite customer base, they look for all sorts of ways to charge
extra. Made sense to me.
One ray of hope is that OCLC in the person of Hank Sway appears to be
sensitive to the needs and concerns of those of us who self-host.
John Lolis
Coordinator of Computer Systems
100 Martine Avenue
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*When you think about it, *all* security is ultimately security by
ignorance.*
On Fri, 12 Mar 2021 at 13:10, Ekaterini Papadopoulou <
[log in to unmask]> wrote:
Thank you for this Deborah, I second these concerns.
I’m absolutely in agreement with your comments about budgets. I don’t care
if the service is objectively “better” – if I can no longer afford it, it’s
new features are a moot point. We are all looking at a future where remote
access is a necessity; making EZProxy unaffordable at a time when people
are still trying to adjust to the move to remote learning/access, and
during across-the-field budget cuts is really concerning.
I strongly echo the comment: “It would be really good if OCLC would commit
to a promise that it will always offer a stand-alone license at a low cost
– maybe with only security updates rather than the fancy features the cloud
version gets, if cost is a factor, but it really must remain available.”
If we lost the option to self-host in the foreseeable future, it would have
a devastating impact on our library services and budget.
Best
Ekaterini
*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Fitchett,
Deborah
*Sent:* Wednesday, March 10, 2021 6:54 PM
*To:* [log in to unmask]
*Subject:* Re: [EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS - prospective
Dear Hank,
It’s somewhat reassuring to know OCLC doesn’t currently plan to stop
supporting existing stand-alone licenses, but I’m still not happy to hear
that it’s stopping new sales of the stand-alone option. This is bad for
libraries’ limited budgets, and it’s bad for libraries’ ability to control
their [users’] own data:
*Budgets*
Not so long ago EZproxy used to be free. I appreciate that maintaining
software, especially where security is at stake, has costs, so I’ve tried
not to be too bitter about OCLC introducing charges for the license.
And I appreciate that developing new features has a cost too – but a lot of
libraries have impossibly tight budgets these days. At mine, right now we
actually wish our vendors would stop adding new features to products and
instead cut the price.
*Privacy*
One of the great drawcards of EZproxy is that all our users’ interactions
with it are stored on **our** server, in **our** country’s jurisdiction,
and **only** we have access to it and control over what data is stored and
for how long. By moving to the cloud we’d lose almost all of these
advantages.
You can reassure me that my library can keep its stand-alone license
(until/unless OCLC’s plans do change), and that’s great for my library (for
now). But what about a new library, or a small library that previously
hasn’t had a system and needs to implement one? And what guarantees do we
have for the future?
It would be really good if OCLC would commit to a promise that it will
always offer a stand-alone license at a low cost – maybe with only security
updates rather than the fancy features the cloud version gets, if cost is a
factor, but it really must remain available.
Deborah
*From:* EZproxy List <[log in to unmask]> *On Behalf Of *Sway,Hank
*Sent:* Thursday, 11 March 2021 9:30 AM
*To:* [log in to unmask]
*Subject:* Re: [EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS - prospective
Hello everyone,
*OCLC has no plans to end customer support for existing stand-alone
licenses.* EZproxy is a vital tool for libraries and a strategic priority
for OCLC, and thousands of libraries all over the world use our EZproxy
stand-alone service to provide remote access to their e-resources.
OCLC plans to continue expanding the capabilities of EZproxy, while
strengthening security and responding to the shifting needs of libraries.
Because we can most efficiently achieve this through our hosting
environment, we have made the decision to end new sales of the stand-alone
service on 1 April 2021.
We will continue to support existing stand-alone customers and offer
software updates as we release them. *In fact, EZproxy version 7.2 will be
released this summer to both stand-alone and OCLC-hosted customers, and
will include email alerting capabilities and enhancements to the security
rules.* Also, we recently released EZproxy version 7.1
<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fhelp.oclc.org%2FLibrary_Management%2FEZproxy%2FEZproxy_release_notes_and_known_issues%2F2021_EZproxy_release_notes%2F100EZproxy_v7.1_release_notes&data=04%7C01%7Cmike.pullin%40unthsc.edu%7C0cdf06a67814436af90708d8e7bacb91%7C70de199207c6480fa318a1afcba03983%7C0%7C1%7C637514136777414087%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=9CAtGzcvA8%2BOk7jFPgPQIfa3wBkNyDZFqXuqVn52dV8%3D&reserved=0>,
which is one of our biggest EZproxy releases to date.
Rachid, the stanza documentation page will remain publicly available, and
we will follow up with you separately to answer your detailed questions
about the hosted service.
Thanks!
Hank Sway
--
Hank Sway
*OCLC* · Product Manager, Global Product Management
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*From: *EZproxy List <[log in to unmask]> on behalf of Rachid Aliouat <
[log in to unmask]>
*Date: *Wednesday, March 10, 2021 at 2:08 AM
*To: *EZPROXY-L <[log in to unmask]>
*Subject: *[EZPROXY-L] Ezproxy 7.x - self-hosted vs SaaS - prospective
Hello all,
we have recently been informed that OCLC will stop accepting new contracts
for self-hosted version of EZproxy later this year which means probably
that this version will no longer be supported over time...
As a current customer of the self-hosted solution and in order to be able
to consider the next step, we ask ourselves the following questions and
want to share our concerns:
Regarding self-hosted version :
- Will there be new versions after version 7.1 or is this the last one?
- How long will there be support for this version (and potentially
future versions)?
- Will the stanzas library published in the support section
https://help.oclc.org/Library_Management/EZproxy/Database_stanzas
<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fhelp.oclc.org%2FLibrary_Management%2FEZproxy%2FDatabase_stanzas&data=04%7C01%7Cmike.pullin%40unthsc.edu%7C0cdf06a67814436af90708d8e7bacb91%7C70de199207c6480fa318a1afcba03983%7C0%7C1%7C637514136777454068%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=A8TkvzRYUgZx4R4L13lYLoYolRlWcIhLbKnG%2BRd763k%3D&reserved=0>.
remain publicly available? For how long?
Regarding the cloud based (SaaS) version :
- How will GPDR compatibility be guaranteed ? Especially if we want to
be able enriching the EZproxy generated traces (logs) with our users’
profile elements?
- How will we have (direct and fast) access to the raw logs of our
instance if we want to continue using ezPAARSE as we do now?
- How much will the future license cost?
- Will the EZproxy license eventually be coupled with the currently
distinct EZproxy Analytics service?
These last questions arise in a particular way for our institution, being a
member of the french Couperin consortium, and as such beneficiary of the
ezMESURE
<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fezmesure.couperin.org%2F&data=04%7C01%7Cmike.pullin%40unthsc.edu%7C0cdf06a67814436af90708d8e7bacb91%7C70de199207c6480fa318a1afcba03983%7C0%7C1%7C637514136777464063%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=KfRnOBk6luY1u6hWm4WTXhZ07LNMJsDoEirA63ognHA%3D&reserved=0>
service
which allows us to benefit from a service similar to EZproxy Analytics by
mutualizing it with the other member institutions of the consortium.
Finally, and perhaps more prospectively: how do you all see the
SeamlessAccess
<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fseamlessaccess.org%2F&data=04%7C01%7Cmike.pullin%40unthsc.edu%7C0cdf06a67814436af90708d8e7bacb91%7C70de199207c6480fa318a1afcba03983%7C0%7C1%7C637514136777464063%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=M9hTF57aYH%2B46y7NK74DoUX%2FKZTQFlCzEcdc2zxRE5c%3D&reserved=0>
initiative
carried by the NISO and a set of stakeholders, which seeks to unify and
facilitate access to digital resources using SAML and the identity
federation? How will EZproxy fit into this landscape?
Kind regards,
--
[image: Université de Lille]
*Rachid Aliouat*
Bureau Informatique Documentaire
Service Intégration et Exploitation du Système d'Information
Direction Générale Déléguée au numérique (DGDNum)
Université de Lille
[log in to unmask] *|* www.univ-lille.fr
<https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.univ-lille.fr%2F&data=04%7C01%7Cmike.pullin%40unthsc.edu%7C0cdf06a67814436af90708d8e7bacb91%7C70de199207c6480fa318a1afcba03983%7C0%7C1%7C637514136777474053%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=P9scjYQK8yyHzSIt83FdUAL1tpGAMFcjwFwyS%2Fx88Lo%3D&reserved=0>
BU Lille SHS – Bureau S3.183 – Domaine universitaire Pont de Bois – 59652
Villeneuve d’Ascq
T. +33 (0)3 20 41 70 54
John Lolis
Coordinator of Computer Systems
100 Martine Avenue
White Plains, NY 10601
tel: 1.914.422.1497
fax: 1.914.422.1452
https://whiteplainslibrary.org/
*When you think about it, *all* security is ultimately security by
ignorance.*
On Tue, 16 Mar 2021 at 13:46, Kun Lin <[log in to unmask]> wrote:
> My other concern is if EZProxy only has an OCLC hosted options, we are
> losing control of user data.
> Kun
>
> From: Caffrey-Hill, Julia
> Sent: Monday, March 15, 2021 11:10 AM
> To: [log in to unmask]
> Subject: Re: [CODE4LIB] RA21/ seamlessaccess.org
>
> Hi,
> I'd be interested in reading more about that decision too, if a source
> link is available.
>
> If libraries are truly going toward OpenAthens, especially vendor-mediated
> OpenAthens, there will need to be community support, guidelines, and
> best-practices from library colleagues on what end-user identifiable
> information should absolutely never be linked to it.
>
> In sessions on OpenAthens by vendors, they've really excitedly shared how
> it will open up opportunities for e-resource analytics by connecting patron
> demographics. The potential unintended consequences of libraries paying
> with user data / becoming the product / failing to live the ALA Core value
> of providing patron privacy are not hard to imagine, and in my opinion
> something that must be avoided.
>
> Julia
>
>
> Julia Caffrey-Hill
> (she/her/hers)
> Web Services Librarian
> Albert S. Cook Library
> Towson University
>
>
>
> -----Original Message-----
> From: Code for Libraries <[log in to unmask]> On Behalf Of Hammer,
> Erich F
> Sent: Monday, March 15, 2021 1:29 PM
> To: [log in to unmask]
> Subject: Re: [CODE4LIB] RA21/ seamlessaccess.org
>
> [EXTERNAL EMAIL - USE CAUTION]
>
> They are!? When? Source?
>
> We're just now looking at testing SSO/SeamlessAccess with some of our
> largest vendors, but we have no illusions that we will be able to use it
> for all of them. Several of the OpenAthens presenters at ER&L last week
> made no bones about needing to keep EZProxy for edge cases.
>
> Erich
>
>
> On Monday, March 15, 2021 at 13:15, Kun Lin eloquently inscribed:
>
> > Since OCLC is going to discontinue standalone EZProxy, anyone has
> > tried RA21/seamlessaccess? Is it still just open to publisher so far?
> >
> > Thanks
> > Kun
>
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