Joint Information Systems Committee 07/03/22 | | Slide 1 Joint Information Systems Committee Supporting education and research International Task Force Meeting Internet2 meeting, 8 October 2007, San Diego Jane Charlton, JISC
May 11, 2015
Joint Information Systems Committee 04/12/23 | | Slide 1Joint Information Systems Committee Supporting education and research
International Task Force MeetingInternet2 meeting, 8 October 2007, San Diego
Jane Charlton, JISC
Joint Information Systems Committee 04/12/23 | | Slide 2
Inter-federation policy: enabling collaboration
Jane Charlton
Access Management Outreach Co-ordinator, JISC
Joint Information Systems Committee 04/12/23 | | Slide 3
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
Joint Information Systems Committee 04/12/23 | | Slide 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.
Joint Information Systems Committee 04/12/23 | | Slide 5
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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
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 8
Supporting the transition
From Athens legacy system (centralised system) to federated access management (devolved system)
More choice and flexibility
– 3rd party providers
– Open source or commercial
Security
Institutional readiness
Joint Information Systems Committee 04/12/23 | | Slide 9
Joint Information Systems Committee 04/12/23 | | Slide 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 ([email protected]) and Mark Tysom ([email protected])
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International Task Force Meeting
Enabling collaboration: Current issues and International work
Joint Information Systems Committee 04/12/23 | | Slide 12
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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)
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 15
Drivers for inter-federation policy
Collaboration and shared access to institutional resources
– Research
– Institutional repositories
– Learning environments
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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
Joint Information Systems Committee 04/12/23 | | Slide 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.
http://www.terena.org/
Joint Information Systems Committee 04/12/23 | | Slide 18
Terena: 1st 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
Joint Information Systems Committee 04/12/23 | | Slide 19
International Task Force Meeting
JISC study: Feasibility of a cross-jurisdiction Common Access Management Federation
Agreement
Joint Information Systems Committee 04/12/23 | | Slide 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)
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 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.
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 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)
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 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: www.jisclegal.ac.uk/access
– final report
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 29
JISC study on federation policy
Further information
Website www.jisclegal.ac.uk/access
Blog http://jisc-legal-fact.blogspot.com
Email list www.jiscmail.ac.uk/jisc-legal-fact
Joint Information Systems Committee 04/12/23 | | Slide 30
International Task Force Meeting
Defining inter-federation models
Joint Information Systems Committee 04/12/23 | | Slide 31
Inter-federation models
Joint Information Systems Committee 04/12/23 | | Slide 32
Inter-federation model: Peering
UK Federation
SwissFederation
Bi-lateral policy
agreement
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Inter-federation model: Confederation
UK Federation
Norwegian Federation
FrenchFederation
US Federation
Swiss Federation
Multi-lateral policy
agreement
Joint Information Systems Committee 04/12/23 | | Slide 34
Inter-federation model: Leverage
Smaller Federation
Joint Information Systems Committee 04/12/23 | | Slide 35
International Task Force Meeting
Identifying inter-federation use cases
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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 ([email protected])/ Patty McMillian, AAF ([email protected])
Joint Information Systems Committee 04/12/23 | | Slide 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
Joint Information Systems Committee 04/12/23 | | Slide 38
Inter-federation policy: enabling collaboration
Thank you for listening – any questions?
Jane Charlton, JISC
Joint Information Systems Committee 04/12/23 | | Slide 39
What is an attribute?
Identity information about a user
eduPersonScopedAffiliation ([email protected]) – 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