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    Harris2000512 Harris2000512 Presentation Transcript

    • Update on Federation Policy MappingNicole HarrisREFEDS, TNC201220 May 2012 1
    • Document SuiteIt#is#unlikely#that#you#will#want#to#have#just#one#single#document#to#describe#your#federa9on#to#its#members.#Most#federa9ons#will#have#some#combina9on#of#the#following:##•  #!!!A!Federa(on!Policy!(see!naming);!•  ####Technical#Profile#(s)#for#par9cipants;#•  ####Technical#Profile#(s)#for#the#operator;#•  ####Assurance#Profiles;#•  ####(A#descrip9on#of#how#to#join);#•  ####(A#descrip9on#of#eligibility).###The#last#2#may#be#separate#en99es#on#a#federa9on#operator#website,#or#form#part#of#one#of#the#other#documents.##Whatever#approach#towards#your#document#set#that#you#take,#it#is#recommended#that#you#reference#the#loca9on#of#all#of#the#above#within#your#core#policy#document.## 2
    • Policy NameThere#is#liIle#consistency#as#to#what#the#federa9on#policy#is#called#within#federa9ons.#At#the#moment,#the#most#common#terms#used#are:###•  Federa9on#Policy;##•  Par9cipants#Agreement;##•  Federa9on#Rules#/#Rules#of#Membership;##•  Condi9ons#of#Use;##•  Federa9on#Contract.### 3
    • Language # # # # # # Make#it#available#in#English!#### 4
    • StructureThe#Policy#Document#should#have#three#sec9ons.##These#sec9ons#should#appear#in#this#order:###A:!STUCTURE.!GENERAL!INFORMATION!ABOUT!HOW!YOUR!FEDERATION!WORKS!!B:!TERMS!OF!USE.!WHAT!EVERYONE!IS!ALLOWED!AND!NOT!ALLOWED!TO!DO!#C:!LEGAL.!ALL!THE!LEGAL!STUFF###Each#sec9on#has#a#series#of#‘content#blocks’.##Each#of#the#blocks#should#appear#in#the#document#in#the#order#described,#but#there#is#no#need#for#your#policy#to#include#all#of#the#blocks.### ### 5
    • Section ASECTION#A#SHOULD#INCLUDE:###1.  Defini9ons.#2.  Background.#3.  Eligibility.#4.  Governance.#5.  How#to#Join.#6.  How#to#Withdraw.## 6
    • Section BSECTION#B#SHOULD#INCLUDE:###1.  Terms#of#Use#(IdP).##2.  Terms#of#Use#(SP).##3.  Termina9on#/#Dispute#Resolu9on.##4.  Logging.#is#this#a#TOUI/S?##5.  Data#Protec9on.#is#this#a#TOUI/S?##6.  Audit.#is#this#an#operator#right/#role?##7.  Use#of#AIributes.#is#this#a#TOUI/S?##8.  Operator#Rights#/#Role.##9.  Interfedera9on#/#Publish#rights.#is#this#an#operator#right/#role?#Several#areas#that#are#typically#called#out#in#a#policy#document#that#I#could#wrap#in#to#other#sec9ons.####I#will#probably#move#6#and#9,#but#maintain#4,#5#and#7#as#separate.### 7
    • Section CSECTION#C#SHOULD#INCLUDE:##1.  Liability.##2.  Jurisdic9on#and#Legal.#3.  Fee#schedule.##4.  Copyright.# 8
    • Mapping 9
    • Work CompletedDONE##•  Mapping#of#15#federa9on#policies#to#this#structure.##•  Recommended#structure#for#a#policy#document.#•  Descrip9ons#of#each#of#the#policy#content#blocks#and#the# purpose#they#serve.##NOT#DONE##•  Suggested#wording#for#each#content#block.##•  Completed#write#up#for#consulta9on#(by#end#June).##•  Recommended#a#name.## 10
    • Questions•  Do#you#want#REFEDS#to#recommend#you#should#call#your#policy#X# for#standardiza9on#purposes?##•  Do#you#want#us#to#propose#actual#wording#for#each#sec9on,#or#is# the#purpose#and#descriptor#enough?#(would#probably#have#to#get# legal#advice#if#we#pursue#this)##•  What#are#the#chances#of#your#federa9on#considering#these# recommenda9ons#when#published?## 11