Step 1: kick-off

The meeting should equip your team with the information and tools they need to prepare for the move to OpenAthens' system, and start promoting the benefits of federated access to regular library users ahead of the OpenAthens Compass setup

Back to the library onboarding guide Move on to step 2

This is a chance for OpenAthens to meet your team and understand exactly what type of set up will best suit your needs

During the meeting we will discuss	The institution’s needs and expectations The end users’ needs and expectations Questions and concerns about the move across to OpenAthens’ system Who will be responsible for what during the setup and ongoing management of the system Each stage of the process, what preparation is needed and how long it will take.
Make sure to invite	Onboarding project lead Head of library services, library dean or director E-resources manager Library technical support, library systems or library IT Institutional IT manager – the person in your organization responsible for identity management.
Be prepared to discuss	Your current authentication systems and workflows Unique library sites or branches and their different authentication needs User groups and guest users (alumni, visitors, etc.) management Data elements for which you would like to collect access statistics (department, major, etc.) Integration with your local library management and discovery systems Aggregating and submitting a comprehensive list of all e-resources Other apps and tools with connections to library resources – learning management systems, reading lists, etc.