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		Quick Reference Guides ProQuest Technical Support

Account Preferences—Remote Access

You can configure your server to permit remote users, such as library customers connecting from home, to access ProQuest through your server. These settings ensure that your ProQuest links are protected from unauthorized use.

1. First, make sure you are on the Edit IP Range page:

• From the Account Preferences, Authentication page, locate the User ID for which you want to edit the IP address range.
• Click View/Edit after the desired User ID.
• Click IP Ranges for Automatic Login to ProQuest in the jump list, or scroll down to the IP Ranges for Automatic Login to ProQuest section.
• Click Edit.
• You see the Edit IP Range page.

2. Click Edit to modify or Add to add Remote Access to the ID.
   You see the Edit Remote Access Settings page.
3. Under Choose a Remote Access Method, select the desired remote access method.
4. Click Continue.
   The page you will see depends on the Remote Access Method you selected:
   Barcode Validation / Pattern Matching
   Remote User ID/Barcode Lookup with Password
   Remote User ID/Barcode Lookup no Password

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Barcode Validation / Pattern Matching

You see the Edit Remote Access Settings: Barcode Validation / Pattern Matching page. Continue as follows:

1. Click Add Barcode Pattern to add a new barcode pattern.
   You see the Barcode Settings page.
2. Select the desired Checkdigit Method. To use multiple checkdigit methods, you can enter multiple barcode patterns.
3. Select the exact length of your library card number (up to a maximum of 50 characters) from the Barcode Length drop-down box. The barcode length should include the checkdigit, if used.
4. Select the length of your library card prefix (up to a maximum of 10 characters) from the Prefix Length drop-down box.
   This setting is used to skip the prefix in the checkdigit calculation for DRA type barcodes
5. In the Barcode Pattern area, enter the pattern to use when Matching barcodes.
   The pattern can be from 5 to 50 characters in length, and should match the length entered in the Barcode Length drop-down box. If you want to match a specific alphanumeric character (A-Z, or 0-9) enter that character. For example, to match a prefix, such as 12345, enter 12345.
   To match any alphanumeric character, enter the * character. Note: The prefix cannot contain the * character.
   If you are using a checkdigit, enter the checkdigit using the * character.
6. Click Save.
   You will see the Edit Remote Access Settings: Barcode Validation / Pattern Matching page.
7. Repeat steps 1 through 7 to add any additional barcode patterns.
8. Click the Login Page Preferences (optional) tab. Confirm that you want to save your settings.
   You see the Login Page Preferences page.
9. Enter the Description Text, Logo URL, and Login Screen Prompt.
10. Click Save.

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Remote User ID/Barcode Lookup - with password

You see the Edit Remote Access Settings: Remote User ID/Barcode Lookup-with Password page. Continue as follows:

1. In the Add a New Remote User ID section, enter the User ID.
2. Enter the user password
3. Click Add.

Repeat for each user.

OR

You can upload a text file of User ID/Password pairs. This file must contain one pair of ID/Password per line, with the User ID and Password separated by a ~. IDs and Passwords can only contain alphanumeric characters, no @, dots or any other non-alphanumeric character. The file cannot contain more than 20,000 ID/PW pairs. For example:

JohnDoe~76titbp
JaneSmith~01sitsn

To upload a text file of User ID/Password pairs:

1. In the Upload Remote User Record File section, click Browse and navigate to the appropriate file.
2. Select Append to Current List to add the new user information to the end of the current information.
3. Select Overwrite Current List to replace the current information with the information you are uploading. All your current information will be deleted.
4. Click Upload.

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Remote User ID/Barcode Lookup - no password

You see the Edit Remote Access Settings: Remote User ID/Barcode Lookup-with Password page. Continue as follows:

1. In the Add a New Remote User ID section, enter the User ID.
2. Enter the user password
3. Click Add.

Repeat for each user.

OR

To upload a text file of User ID/Password pairs:

1. In the Upload Remote User Record File section, click Browse and navigate to the appropriate file.
2. Select Append to Current List to add the new user information to the end of the current information.
3. Select Overwrite Current List to replace the current information with the information you are uploading. All your current information will be deleted.
4. Click Upload.

Checkdigit Method

This section lets you select how checkdigits are handled. Note: Both the Dynix and DRA checkdigit calculations are based on MOD10 checkdigit calculations. Select the option you want to use:

• Prefix value is numeric and included in the checkdigit calculation (Dynix method)
• Prefix value is alphanumeric and not included in the checkdigit calculation (DRA method)
• None: Checkdigit calculation is not used

Barcode Pattern

Using the Barcode Validation/Pattern Matching option, you can enter a matching pattern for barcodes. The pattern can be from 5 to 50 characters in length. If you want to match a specific alphanumeric character (A-Z, or 0-9) enter that character. For example, to match a prefix, such as 12345, enter 12345.

To match any alphanumeric character, enter the * character. Note: The prefix cannot contain the * character.

If you are using a checkdigit, enter the checkdigit using the * character.

Barcode Length

Barcodes can be from 5 to 50 characters in length. This length includes the prefix.

Login Page Preferences

The following options apply to the page that users will see when they login to ProQuest:

• Description Text
  This is the page header that will be displayed at the top of the login screen. This will most likely be the name of your organization.
• Logo URL
  Enter the URL of a logo stored on your local server that you want to display on the login page, below the Description Text. The recommended dimensions for this logo are 162 pixels wide by 99 pixels high.
• Login Screen Prompt
  Enter the text you want displayed next to the entry box for barcodes or User IDs. This will tell your users/patrons what to enter into the box (for example, Barcode:).
• Password Prompt
  Enter the text you want displayed next to the entry box for passwords. This will tell your users/patrons what to enter into the box (for example, Password:).

Choose a Remote Access Method

The available remote access methods are:

• Barcode Validation/Pattern Matching
  This remote access method validates the patron barcode on the basis of correct length, prefix and checkdigit calculation.
• Remote User ID/Barcode Lookup - with password
  This remote access method validates the patron by looking up the barcode. Barcodes can be uploaded in batch or individually edited.
• Remote User ID/Barcode Lookup - no password
  This remote access method validates the patron by looking up the barcode. Barcodes can be uploaded in batch or individually edited.

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