Internet2 Fall MM 2007 - Jane Charlton


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

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  • I work for JISC, one of the two organisations that is funding the UK Access Management Federation.
  • Internet2 Fall MM 2007 - Jane Charlton

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