Internet2 Fall MM 2007 - Jane Charlton

Joint Information Systems Committee Supporting education and research International Task Force Meeting Internet2 meeting, 8 October 2007, San Diego Jane Charlton, JISC

Inter-federation policy: enabling collaboration Jane Charlton Access Management Outreach Co-ordinator, JISC

JISC www.jisc.ac.uk
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

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.

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
www.ukfederation.org.uk

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

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

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 (n.harris@jisc.ac.uk) and Mark Tysom (mark.tysom@ja.net)

International Task Force Meeting Enabling collaboration: Current issues and International work

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)

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

Drivers for inter-federation policy
Collaboration and shared access to institutional resources
Research
Institutional repositories
Learning environments

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
www.knowledge-exchange.info

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.
http://www.terena.org/

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

International Task Force Meeting JISC study: Feasibility of a cross-jurisdiction Common Access Management Federation Agreement

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)

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

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.

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

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

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)

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

Stakeholders include:
federation staff
publishers and other service providers
relevant international organisations eg. Terena
Institutional staff from two JISC projects
Outputs will include:
Website: www.jisclegal.ac.uk/access
final report

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

Further information
Website www.jisclegal.ac.uk/access
Blog http://jisc-legal-fact.blogspot.com
Email list www.jiscmail.ac.uk/jisc-legal-fact

International Task Force Meeting Defining inter-federation models

Inter-federation models

Inter-federation model: Peering UK Federation Swiss Federation Bi-lateral policy agreement

Inter-federation model: Confederation UK Federation Norwegian Federation French Federation US Federation Swiss Federation Multi-lateral policy agreement

Inter-federation model: Leverage Smaller Federation

International Task Force Meeting Identifying inter-federation use cases

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 (j.farnhill@jisc.ac.uk)/ Patty McMillian, AAF ( patricia.mcmillan@uq.edu.au)

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

Inter-federation policy: enabling collaboration
Thank you for listening – any questions?
Jane Charlton, JISC
[email_address]

What is an attribute?
Identity information about a user
eduPersonScopedAffiliation (member@jisc.ac.uk) – 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

Internet2 Fall MM 2007 - Jane Charlton

by JISC.AM on Jan 21, 2008

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Internet2 Fall MM 2007 - Jane Charlton — Presentation Transcript