Internet2 Fall MM 2007 - Jane Charlton

Uploaded on

A presentation given by Jane Charlton of JISC at the International Task Force Meeting at Internet2 Fall member Meeting 2007.

A presentation given by Jane Charlton of JISC at the International Task Force Meeting at Internet2 Fall member Meeting 2007.

More in: Technology , Business
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
No Downloads


Total Views
On Slideshare
From Embeds
Number of Embeds



Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

    No notes for slide
  • I work for JISC, one of the two organisations that is funding the UK Access Management Federation.


  • 1. Joint Information Systems Committee Supporting education and research International Task Force Meeting Internet2 meeting, 8 October 2007, San Diego Jane Charlton, JISC
  • 2. Inter-federation policy: enabling collaboration Jane Charlton Access Management Outreach Co-ordinator, JISC
  • 3. JISC
    • Provides world-class leadership in the innovative use of ICT to support education and research
    • Funded by UK further and higher education funding councils to provide:
    • National services (network, content, advisory)
    • R&D programmes and projects
    • Themes: network, content, e-learning, e-research, access management , information environment, e-admin, business & community engagement
  • 4. What is an access management federation?
    • A group of organisations that sign up to an agreed set of policies for exchanging information about users to enable access and use of resources and services.
    • Trust relationship between identity providers and service providers, devolving authentication to the user’s home institution.
    • Authorisation – secure exchange of information through the use of attributes.
  • 5.  
  • 6. The UK Access Management Federation
    • Launched November 2006
    • Jointly funded by JISC and Becta
    • Hosted by JANET (UK)
      • Schools, FE, HE and Research
      • Organisations and institutions providing services to these sectors
    • Policy Board and Technical Advisory Group
  • 7. Supporting the transition
    • Becta – schools sector
    • JISC – further and higher education
    • JISC 2 year transition programme
    • Access Management Outreach Team
      • Further and higher education
      • Service providers (eg. publishers)
      • National and international organisations
  • 8. Supporting the transition
    • From Athens legacy system (centralised system) to federated access management (devolved system)
    • More choice and flexibility
      • 3 rd party providers
      • Open source or commercial
    • Security
    • Institutional readiness
  • 9.  
  • 10. UK Access Management Federation
    • Find out more about the UK Access Management Federation
    • Internet2 meeting, Sunset room
    • Tuesday 9 October, 1.15 – 2.30pm
    • Nicole Harris ( and Mark Tysom (
  • 11. International Task Force Meeting Enabling collaboration: Current issues and International work
  • 12.  
  • 13. The International scene
    • Federations in operation: Croatia, Finland, France, Norway, Switzerland, UK, USA
    • Federations in development or testing: Australia, Belgium, Denmark, Germany, Netherlands, New Zealand, Spain, Sweden
    • This number likely to grow…
    • All except Norway, Netherlands, New Zealand and Spain are Shibboleth-enabled (interoperate with Shibboleth)
  • 14. Drivers for inter-federation policy
    • Service Providers currently required to join each federation because of licensing laws
      • Time consuming: differences in legislation and federation set-up
      • Not scaleable
  • 15. Drivers for inter-federation policy
    • Collaboration and shared access to institutional resources
      • Research
      • Institutional repositories
      • Learning environments
  • 16. Knowledge Exchange
    • Partnership between Denmark (DEFF), Germany (DFG), Netherlands (SURF) and UK (JISC)
    • Content working group
      • International licensing agreement funding 4 publishers
    • Access Management working group
      • JISC study on federation policy agreements
  • 17. Terena
    • Terena (Trans-European Research and Education Networking Association)
    • A forum to collaborate, innovate and share knowledge in order to foster the development of Internet technology, infrastructure and services to be used by the research and education community.
  • 18. Terena: 1 st International Confederation Workshop
    • Define inter-federation models
    • Identify and co-ordinate use cases of major research projects that would benefit from inter-federation connections
    • Legal aspects - JISC study on federation policy agreements
    • Attributes, levels of assurance
    • Watching brief: eGovernment, OpenId, CardSpace
  • 19. International Task Force Meeting JISC study: Feasibility of a cross-jurisdiction Common Access Management Federation Agreement
  • 20. JISC study on federation policy
    • Follows on from earlier study on International aspects of federated access management
    • JISC Legal
    • Project acronym
      • JISC Legal FACT (Feasibility of a Common Template)
  • 21. JISC study on federation policy
    • Led by Mahesh Madhavan, Legal Information Specialist
      • Master of Laws, Australia
      • e-Repositories, e-collections, service agreements & templates
    • Managed by Jason Campbell, Service Manager
      • European and contract law
    • Supported by 2 other Legal Info Specialists, Research Assistant and Senior Librarian
  • 22. JISC study on federation policy
    • Aims:
      • To identify common elements between federation policies and agreements and
      • To determine the feasibility of creating a template agreement to make it easier for publishers and service providers wishing to join multiple federations.
  • 23. JISC study on federation policy
    • Intended outcomes:
      • If feasible, to allow the development of a template agreement for use across multiple access management federations and ultimately:
        • To encourage more publishers and service providers joining federations
        • To make access to online resources easier for users through publishers joining federations
        • To enable inter-federation collaboration and exchange of information
  • 24. JISC study on federation policy
    • Objectives:
      • Analyse 9 countries’ federation policy agreements and legal documentation including: the Nordic countries (Denmark, Finland, Norway, Sweden), France, Switzerland, Netherlands, UK, USA
      • Identify commonalities between federation policies and agreements
      • Evaluate whether a common template is possible and consider if it could be used in peering federations or confederations
      • Consider how a template could be updated and adapted as legislation changes and new technologies emerge
  • 25. JISC study on federation policy
    • Policy differences in:
      • Rules and regulations of membership
      • Legal requirements
        • Data protection, privacy, IPR, liability
        • EU and US law
      • Fees for joining
        • No fee (Switzerland, UK and France)
        • Full fee (Norway and US)
        • Subsidised by government (Finland)
  • 26. Countries involved in the study
    • Six operational federations:
      • Finland, France, Norway, Switzerland, UK, US
    • Three in test/development:
      • Denmark, Sweden, the Netherlands
    • “ Kalmar Union” confederation: Denmark, Finland, Norway, Sweden
    • Norway and Switzerland – earliest federations
    • UK – potentially one of the largest federations
    • The Netherlands and US have other national federations
  • 27. JISC study on federation policy
    • Stakeholders include:
      • federation staff
      • publishers and other service providers
      • relevant international organisations eg. Terena
      • Institutional staff from two JISC projects
    • Outputs will include:
      • Website:
      • final report
  • 28. JISC study on federation policy
    • Timescales:
      • August: project plan and website in place
      • September: survey of federation agreements
      • October: analysis of common elements, frameworks and mechanisms for updating
      • November: draft report available
      • January: final report published
  • 29. JISC study on federation policy
    • Further information
    • Website
    • Blog
    • Email list
  • 30. International Task Force Meeting Defining inter-federation models
  • 31. Inter-federation models
  • 32. Inter-federation model: Peering UK Federation Swiss Federation Bi-lateral policy agreement
  • 33. Inter-federation model: Confederation UK Federation Norwegian Federation French Federation US Federation Swiss Federation Multi-lateral policy agreement
  • 34. Inter-federation model: Leverage Smaller Federation
  • 35. International Task Force Meeting Identifying inter-federation use cases
  • 36. Use case: Potential for cross-federation collaboration
    • Proposal for a small scale inter-federation demonstrator that will enable collaboration on a research project between UK and Australia
    • Focus on practical issues of peering federations
      • Series of use cases for researchers
      • Exchange of data between the two federations
    • More information: James Farnhill, JISC ( Patty McMillian, AAF (
  • 37. Why explore federation peering model?
    • Many federations still being set-up and uptake of membership is currently slow, therefore global confederation model unlikely in next 3 – 5 years
    • Easier to establish than confederation
    • Testing ground for confederations, particularly for establishing use cases
  • 38. Inter-federation policy: enabling collaboration
    • Thank you for listening – any questions?
    • Jane Charlton, JISC
    • [email_address]
  • 39. What is an attribute?
    • Identity information about a user
    • eduPersonScopedAffiliation ( – user’s relationship with institution
    • eduPersonTargetedID (r001xf4rg2ss) – persistent psuedonym for personalisation
    • eduPersonPrincipalName (charltonjl) – mostly used for internal services
    • eduPersonEntitlement (Universal Resource Identifier) – restrict access to specific groups