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  • How to Apply for the Research and Scholarship (R&S) Entity Category

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  1. Ensure that your SP or IdP meets the requirements set forth in the REFEDS Research and Scholarship Entity Category definition and the InCommon Federation Participation Agreement (Section 9, in particular). In brief, you will need to:
    1. For an Identity Provider
      1. As descried in Research and Scholarship IdP Config, make a one-time change to your Identity Provider's attribute release policy to release a user identifier and basic information (name, email, and optionally affiliation) about each faculty member and researcher to R&S certified Service Providers.
    2. For a Service Provider
      1. Ensure the service enhances the research and scholarship activities.
      2. Ensure the service complies with specific technical requirements addressing issues of security and operational maturity.
    3. See InCommon's Research and Scholarship Category page for more information. The application forms linked below make good checklists.
  2. Complete an online application form.
    1. Research and Scholarship Application Form for Identity Providers
    2. Research and Scholarship Application Form for Service Providers