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  1. Ensure that your SP or IdP meets the requirements 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 described 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 For SPs, complete an online application form...
    1. Research and Scholarship Application Form for Identity ProvidersResearch and Scholarship Application Form for Service ProvidersService Providers
  3. For IdPs, declare your ability to support R&S in Federation Manager

InCommon will review your application and then generate a metadata update for your IdP or SP. Your site administrator then approves the metadata update, and the process is complete!

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