Boundless Digital Site Setup Form*

Boundless Digital Site Setup Form*

Institution Type

Public

Academic

Institution Information

Institution Name

Address

City

State

Zip Code

Is this the correct Mailing Address?

Yes

No

Updated Address

Address

City

State

Zip Code

Digital Contacts

Primary Contact:

First Name

Last Name

Title

Email

Phone

Is this the same person that will be placing the initial order?

YesNo

Ordering Contact Information

Enter contact information for person placing initial order

First Name

Last Name

Email

Phone

Title

Will there be a requirement to add additional users to place orders for digital content?

Yes - Please visit and register at https://www.baker-taylor.com/register_user.cfm No

Is this the Billing Contact/Address?

Yes

No

Billing Contact Information

First Name

Last Name

Email

Title

Phone

Address

City

State

Zip

Boundless Site URL

Your library will be issued a unique digital site URL. Please provide the Prefix you would like used for your library's digital site (maximum 8 characters). Example: PREFIX.boundless.baker-taylor.com

Option 1

Option 2

Option 3

Page 2

Patron Authentication

Patron Authentication is the method in which Boundless will authorize patrons to check out titles.

ILS

Integrated Library System

Please identify your ILS

Please select a Patron Authentication Method

SIP2	Prefix
LDAP (schools with Active Directory)

SIP2 - Same username and password as the ILS. Requires communication with ILS via a SIP2 server.

Please select a Patron Authentication Method

API	SIP2
Prefix	LDAP (schools with Active Directory)

Please select a Patron Authentication Method

EZProxy

Prefix

Please select a Patron Authentication Method

Prefix

LDAP (schools with Active Directory)

Please select a Patron Authentication Method

API	NCIP
LDAP (schools with Active Directory)	Prefix

Please select a Patron Authentication Method

API	Prefix
LDAP (Schools with Active Directory)

Will you be using SirsiDynix eResource Central (eRC) ?

YesNo

Destiny Single Sign On

You will need to verify that you have Destiny version 14 or newer in order to use this option as a SSO (Single Sign On) method. Do you have Destiny 14 or newer?

YesNoBy choosing No, you will need to authenticate using the Prefix method.

Login IDs and passwords will need to previously exist or be created within Destiny for this SSO (Single Sign On) method of authentication.

Single Sign On with Destiny

The connection to Destiny 14 or newer requires configuration in the Destiny Admin. After completion, a school APP ID and school GUID will need to be provided to Baker & Taylor.

Library District Manager

Destiny Single Sign On (SSO) with Baker & Taylor's Boundless

Feature Description

Destiny Discover is your one-stop shop for all your physical and digital resources. Logged-in Destiny users can now access Baker & Taylor Boundless from Destiny Discover without an additional login. Users can also access Boundless with their Destiny username and password.

Feature Information

You can configure Destiny Library Manager so logged-in users have access to Boundless directly from Destiny Discover search results.

Before you begin:

Baker & Taylor/Destiny Single Sign On (SSO) only works for the production server. If you have a test server, you must identify the production server in Destiny, if you have not done so. To verify server status, go to Setup> District Options > Server Identity. Confirm the Server Status is Production Server. For more information on identifying or changing the production server, see the Server Identity topic in Destiny Help.

To enable Library Manager with Boundless:

1. Log in as the Destiny District Administrator.

2. Select Sites > Edit(Pencil Icon on the right) > District Name.

3. To retrieve the SSO information needed for Boundless, go to the Baker & Taylor integration section, click Run Report.

o Destiny generates a report listing the following, this information needs to be entered into your Boundless setup form:

· Whether Baker & Taylor is enabled

· District Name

· App ID

· Site Name

· Site GUID

4. Click Enable Access Boundless Single Sign On (SSO).

5. Read the agreement. To accept it, type your name in the Name field, and then click Sign.

6. On the Edit District page, click Save.

7. If you have existing users in Boundless, merge them with existing Destiny patrons. Use the Boundless ID drop-down to select what Destiny field provides the matching Boundless identifier.

App ID:

Site GUID:

Follett Account Number

ILS Information

ILS Server ILS Location/Institution Code

Some ILS vendors require a Location/Institution Code.

ILS Server URL

The server URL/IP running the ILS code and the port that should be used for connection. Please check with your ILS if you are unsure of the port.

ILS Server IP

ILS Server Port

ILS Server Account/Login

ILS Server Password

ILS Contact Name

ILS Contact Phone Number

Will patrons be required to use a PIN/Password?

Yes

No

If your library/school needs to allow access only to specific locations (e.g.: middle school should not have access to the high school), please provide a list of allowable locations:

Test ID's

For testing purposes, please provide several valid test IDs and PINs/Passwords (if required)

Test ID 1:

PIN/Password:

Test ID 2:

PIN/Password:

Please provide several sample IDs that should be blocked and the reason for the block (e.g.: fines, lost cards and expired cards)

Test ID 1:

PIN/Password:

Reason for block:

Preferred error message to patron.

Axis360 can provide an error message to your patrons. What message would you like to send?

Test ID 2:

PIN/Password:

Reason for block:

Preferred error message to patron.

Axis360 can provide an error message to your patrons. What message would you like to send?

Test ID 3:

PIN/Password:

Reason for block:

Preferred error message to patron.

Axis360 can provide an error message to your patrons. What message would you like to send?

Please provide the maximum fine limit for blocking.

EZProxy Authentication Set Up

ILS Vendor

ILS Contact

EZproxy Site URL

EZproxy Test ID

EZproxy Test Password

Polaris API

PAPI server External DNS Name

PAPI Access ID

PAPI Access Key

PAPI Domain Account Active Directory

PAPI Domain Account User Name

PAPI Domain Account Password

Polaris Port being used:

80443

Test ID and PIN

Test ID:

Test PIN/Password:

Polaris Rep Information

Polaris rep name:

Email address:

Phone number:

Prefix Authentication

Provide a 2-5 character prefix that will be used as the prefix for a patron/student to create an account on Boundless. The patron/student will enter the library prefix followed by their Unique Identifier (e.g. ID Number)

Will you require a PIN/Password?

Yes

No

LDAP Information

LDAP Vendor Name

Some ILS vendors require a Location/Institution Code.

External LDAP Server

This is the URL or external IP address of the server that is running your LDAP product, as well as the port to which Boundless should connect.

LDAP Server URL or external IP address

Some ILS vendors require a Location/Institution Code.

Server Port

The server URL/IP running the ILS code and the port that should be used for connection. Please check with your ILS if you are unsure of the port.

LDAPS (SSL):

Yes

No

LDAP Bind Authentication

The login and password required to connect to the LDAP server.

Username/Principle (if applicable)

Password

LDAP Base DN

The LDAP Base DN is the base container or domain component that we begin our search from. This should be a parent directory to each of the containers that your users are located within.

For example, if you have users contained in both OU=Staff, DC=Corp, DC=Domain, DC=Com and contained in OU=Students, DC=Corp, DC=Domain, DC=Com, Boundless will use DC=Corp, DC=Domain, DC=Com as the Base DN.

Enter LDAP Base DN here:

LDAP Bind Authentication

The following Boundless servers need to have access to the server/port listed above. Note: Boundless requires TCP Firewall Access instead of UDP access. If you have more than one firewall, please update all that apply.

When using LDAP, make sure that the Boundless server addresses below are added as a trusted binding source.

Development Servers

199.184.255.217

Production Servers

52.226.75.1252.226.78.36

Network filtering for Boundless

Access to the following Boundless test and production environments must be granted.

Please provide this information to your IT Department.

IP addresses: 199.184.255.217 | 52.226.75.12 | 52.226.78.36

This is used for wildcard settings in firewalls. * means the entire domain name regardless of prefix is allowed.

a. *.axis360.baker-taylor.com

b. *.axisnow.com

If you are not able to whitelist via wildcard, then please use the below URLs.

a. “(customers prefix).axis360.baker-taylor.com”

b.“www.axisnow.com”

c.“node.axisnow.com”

Test ID's

For testing purposes, please provide Test IDs and Test Passwords for developer testing.

Test ID 1:

PIN/Password:

Test ID 2:

PIN/Password:

User Identification

Please indicate what name the sample user names represent (e.g., AMAccountName, CN (Common Name), UID, etc.).

Please provide any additional information that may assist us when integrating with your LDAP server (e.g., examples of known queries used by other vendors, etc.).

Page 3

MARC Records

Do you require MARC Records?

Yes

No

All MARC Records will be available through Online Customer Support for 45 days after order is fulfilled.

If you are an existing print customer, do you want to duplicate your current MARC Format?

Yes	No. A MARC Setup Form will need to be completed and attached.

What is your print account number?

What type of MARC Records?

Standard

Enhanced

Original

Backorders

Indicate the number of back order days

No back orders60 days90 daysOther

Enter the number days

IP Addresses for accessing Boundless

Access to the following Boundless test and production environments must be granted.

Please provide this information to your IT Department.

IP addresses: 199.184.255.217 | 52.226.75.12 | 52.226.78.36

This is used for wildcard settings in firewalls. * means the entire domain name regardless of prefix is allowed.

a. *.boundless.baker-taylor.com

b. *.axisnow.com

If you are not able to whitelist via wildcard, then please use the below URLs.

a. “(customers prefix).boundless.baker-taylor.com”

b.“www.axisnow.com”

c.“node.axisnow.com”

Attachments needed to complete site setup

Please upload the signed Boundess Agreement.

Please upload the MARC Record Setup Form

Please upload a logo for your Boundless site. Size ratio needs to be 1.65:1

A library logo can be placed on your Boundless Digital site. Please provide .jpg, .png, .gif format (max. 680px wide X 77 px high) Minimum 300 dpi

Tax Exempt Status

To determine if a Tax Exempt Certificate is required, please select your state code.

Please upload your Tax Exempt Certificate

Tax Exempt

Tax Exempt Certificate is not required.

Contact Information