Service Provider Update The International Market

The International scene Federations in operation: Finland, France, Norway, Switzerland, UK, USA Federations in development or testing: Australia, Belgium, Denmark, Germany, Netherlands, New Zealand, Spain, Sweden All except Netherlands, New Zealand, Norway and Spain are Shibboleth-technology enabled (these interoperate with Shib). Service Providers are currently required to join each International federation because of licensing laws and current set-up. Models being explored to move away from this model, but many complexities.

Federations in operation:

Finland, France, Norway, Switzerland, UK, USA

Federations in development or testing:

Australia, Belgium, Denmark, Germany, Netherlands, New Zealand, Spain, Sweden

All except Netherlands, New Zealand, Norway and Spain are Shibboleth-technology enabled (these interoperate with Shib).

Service Providers are currently required to join each International federation because of licensing laws and current set-up.

Models being explored to move away from this model, but many complexities.

The International Publisher Approach National federations identify priority list of publishers Identify decision-makers (business and technical) Arrange meetings with publishers and representatives from other federations Follow-up with further information & assistance Meet with publishers at key events eg. UKSG In the pipeline: Study on common policy or agreement to make it easier for publishers who wish to sign up to multiple federations Publisher survey to establish if and when publishers will join the UK federation

National federations identify priority list of publishers

Identify decision-makers (business and technical)

Arrange meetings with publishers and representatives from other federations

Follow-up with further information & assistance

Meet with publishers at key events eg. UKSG

In the pipeline:

Study on common policy or agreement to make it easier for publishers who wish to sign up to multiple federations

Publisher survey to establish if and when publishers will join the UK federation

The top-twenty list! Wiley Taylor and Francis Thomson Gale Blackwell Institute of Physics Publishing Thomson Scientific APA Proquest Exlibris-SFX Muse Thomson ISI products EZProxy Exlibris- Metalib CSA Springer ISI OVID (OvidWeb and WebSPIRS) JSTOR EBSCO Elsevier Science Direct

SEAS Initiative

Service Provider Update The UK federation: The picture so far …

Primary Focus LICENSED, SUBSCRIPTION SERVICES TYPICALLY THIRD-PARTY ‘LIBRARY’ SERVICE PROVIDERS JISC NATIONAL LICENSE DEAL: NESLI2 "Authorised Users“ means individuals who are authorised by the Licensee to access the Licensee’s information services whether on-site or off-site via Secure Authentication and who are affiliated to the Licensee as a current student (undergraduates and postgraduates), member of staff (whether on a permanent or temporary basis) or contractor of the Licensee. Persons who are not a current student, member of staff or a contractor of the Licensee, but who are permitted to access the Licensee’s information services from computer terminals within the physical premises of the Licensee [" Walk-In Users "] are also deemed to be Authorised Users, only for the time they are within the physical premises of the Licensee. Walk-In Users may not be given means to access the Licensed Material when they are not within the physical premises of the Licensee. OTHER DEALS DIRECT WITH INSTITUTION FOR E-JOURNALS, OR VIA JISC COLLECTIONS FOR E-BOOKS, BIBLIOGRAPHIC DATABASES ETC. ETC.

LICENSED, SUBSCRIPTION SERVICES

TYPICALLY THIRD-PARTY ‘LIBRARY’ SERVICE PROVIDERS

JISC NATIONAL LICENSE DEAL: NESLI2

"Authorised Users“ means individuals who are authorised by the Licensee to access the Licensee’s information services whether on-site or off-site via Secure Authentication and who are affiliated to the Licensee as a current student (undergraduates and postgraduates), member of staff (whether on a permanent or temporary basis) or contractor of the Licensee. Persons who are not a current student, member of staff or a contractor of the Licensee, but who are permitted to access the Licensee’s information services from computer terminals within the physical premises of the Licensee [" Walk-In Users "] are also deemed to be Authorised Users, only for the time they are within the physical premises of the Licensee. Walk-In Users may not be given means to access the Licensed Material when they are not within the physical premises of the Licensee.

OTHER DEALS DIRECT WITH INSTITUTION FOR E-JOURNALS, OR VIA JISC COLLECTIONS FOR E-BOOKS, BIBLIOGRAPHIC DATABASES ETC. ETC.

Demand from institutions (single sign-on, better security, personalisation) Licence agreement requires membership of the UK federation. JISC-funding of Athens ends July 2008 Costs - joining the federation and using open source software free at point of use (no tie-in to one provider) Technology based on open standards - International support (economies of scale) and Interoperable with other systems Why publishers are joining the UK federation

Demand from institutions (single sign-on, better security, personalisation)

Licence agreement requires membership of the UK federation.

JISC-funding of Athens ends July 2008

Costs - joining the federation and using open source software free at point of use (no tie-in to one provider)

Technology based on open standards - International support (economies of scale) and Interoperable with other systems

Publishers with a national licence agreement All publishers with JISC or Nesli2 licence agreement have been contacted, of which 7 are members (Backpages, Capacity Builder, e-lawstudent.com, EBSCO, Ovid, Scran, Elsevier ScienceDirect) Positive meetings with top 20 publishers – most working to a Summer 2008 switchover. 9 smaller publishers (mostly UK based) have indicated they will join the UK Federation.

All publishers with JISC or Nesli2 licence agreement have been contacted, of which 7 are members (Backpages, Capacity Builder, e-lawstudent.com, EBSCO, Ovid, Scran, Elsevier ScienceDirect)

Positive meetings with top 20 publishers – most working to a Summer 2008 switchover.

9 smaller publishers (mostly UK based) have indicated they will join the UK Federation.

Publishers with no national licence agreement 8 early adopters provided information about which publishers don’t have a national licence agreement Westlaw (Thomson’s Sweet & Maxwell) and Lexis Nexis appeared on most lists – JISC trying to arrange meetings with Westlaw and Lexis Nexis to open up discussions Large number of smaller, niche publishers – JISC working with Librarians to assist with take-up, particularly those that are non-gateway compliant

8 early adopters provided information about which publishers don’t have a national licence agreement

Westlaw (Thomson’s Sweet & Maxwell) and Lexis Nexis appeared on most lists – JISC trying to arrange meetings with Westlaw and Lexis Nexis to open up discussions

Large number of smaller, niche publishers – JISC working with Librarians to assist with take-up, particularly those that are non-gateway compliant

JISC-funded services JISC encouraging all JISC-funded services to join the UK federation JISC survey of JISC-funded services in early Summer 2007 Possible issues: Joining via a legal entity Identifying and commissioning an outsourced IdP as many will be classified as identity ‘orphans’

JISC encouraging all JISC-funded services to join the UK federation

JISC survey of JISC-funded services in early Summer 2007

Possible issues:

Joining via a legal entity

Identifying and commissioning an outsourced IdP as many will be classified as identity ‘orphans’

Other Service Providers Include providers of collaborative and learning environment software and tools, blogs and wikis Already adopting the new technology and are therefore the final group of service providers we plan to work with

Include providers of collaborative and learning environment software and tools, blogs and wikis

Already adopting the new technology and are therefore the final group of service providers we plan to work with

Beyond Licensed Materials WHAT SHOULD BE SERVED VIA THE FEDERATION? NO REQUIREMENT FOR CENTRAL FEDERATION?? INTERNAL RESOURCES CURRENTLY MANAGED ONLY VIA BI-LATERALS. INCLUDE IN UK FEDERATION? WHAT DOES THE CENTRAL FRAMEWORK OFFER? COLLABORATIVE RESOURCES (VLES ETC.) (SEE EXAMPLE) POLICY-LITE VIA THE FEDERATION SUBSUMING PUBLISHED METADATA FROM SP? (TESTING WITH SHIBBOLETH WIKI). BI-LATERALS? CONFEDERATION? LICENSE / SUBSCRIPTION FREE RESOURCES SERVED VIA FEDERATION. LEGAL FRAMEWORK REQUIRED TO PROTECT THE TERMS OF LICENSES AND PROVIDE SECURITY OF MANAGED TRUST. THIRD PARTY, LICENSED RESOURCES FEDERATED APPROACH RESOURCE TYPE

WHAT SHOULD BE SERVED VIA THE FEDERATION?

Some questions What are your main issues regarding publishers? If you are a service provider – do you have any issues? What can JISC do to help?

What are your main issues regarding publishers?

If you are a service provider – do you have any issues?

What can JISC do to help?

Resources and support Website information: www.jisc.ac.uk/federation and www.ukfederation.org.uk Publisher and Service Provider briefing paper Federated Access Management Animation Application process map for joining the UK federation In the pipeline: podcast interview with publisher & publisher case study Email lists: UKfederation-announce@jiscmail.ac.uk; JISC-shibboleth@jiscmail.ac.uk; ‘shib-enable-vendor’ list (contact Jane Charlton for more information). Publisher and service provider contact: Jane Charlton, Access Management Outreach Co-ordinator, JISC (j.charlton@jisc.ac.uk)

Website information:

www.jisc.ac.uk/federation and www.ukfederation.org.uk

Publisher and Service Provider briefing paper

Federated Access Management Animation

Application process map for joining the UK federation

In the pipeline: podcast interview with publisher & publisher case study

Email lists:

UKfederation-announce@jiscmail.ac.uk; JISC-shibboleth@jiscmail.ac.uk; ‘shib-enable-vendor’ list (contact Jane Charlton for more information).

Publisher and service provider contact:

Jane Charlton, Access Management Outreach Co-ordinator, JISC (j.charlton@jisc.ac.uk)

Thank you for listening Nicole Harris, Senior Services Transition Manager, JISC [email_address]

Thank you for listening

Nicole Harris, Senior Services Transition Manager, JISC

[email_address]