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Research and scholarship activities extend beyond the boundaries of the campus and increasingly so do the applications that support collaboration. Your campus can leverage your federated identity management system to allow faculty and researchers to access participating research collaboration services without manual intervention by your staff.

Certification for the Research and Scholarship (R&S) Category is a straightforward process involving you, your institution, and InCommon.:

1. You ensure 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, the primary requirements areyou will need to:
   1. IdP
      1. The institution operating the IdP agrees to transmit the following information, upon request, to SPs that have been certified for the R&S Category: shared user identifier, person name, email address, and (optionally) affiliation. See Research and Scholarship IdP Config for information on how to configure your IdP to do this.
   2. 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.
   3. For a Service Provider
      1. Ensure the
      SP
      1. The service enhances the research and scholarship activities of some subset of the user community.
      2. Service metadata has been submitted to the registrar for publication.
      3. The Ensure the service complies with specific technical requirements addressing issues of security and operational maturity.
   4. See See InCommon's Research and Scholarship Entity Category   page for more information and the complete set of requirements for both IdPs and SPs. The application forms linked below are make good checklists for what you need to do to comply.
2. You For SPs, complete an online application form. There are different forms for IdPs and SPs:
   Research and Scholarship Application Form for Identity Providers..
   
   1. Research and Scholarship Application Form for Service Providers
3. InCommon reviews your application. You may be contacted to resolve any questions or issues that arise.
Assuming the review is successful, InCommon generates
4. 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.

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 Your site administrator then approves the metadata update, and the process is complete

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