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  • Tom Jordan, University of Wisc - Madison (chair)  
  • Jill Gemmill, Clemson  (vice chair) 
  • Rob Carter, Duke 
  • Matthew Economou, InCommon TAC Representative to CACTI 
  • Michael Grady, Unicon 
  • Karen Herrington, Virginia Tech 
  • Christos Kanellopoulos, GEANT 
  • Les LaCroix, Carleton College 
  • Chris Phillips, CANARIE 


  • Mark Cox, UVA 
  • Corey Scholefield - IDPro
  • Heather Flanagan, Spherical Cow Group/IDPro   
  • George Dobbs, chair of the IDPro Body of Knowledge Committee and IDPro Board member 


  • Kevin Morooney 
  • Ann West  
  • Steve Zoppi 
  • Nick Roy  
  • Jessica Fink  
  • Emily Eisbruch  
  • Mike Zawacki  


  • Marina Adomeit, SUNET 
  • Margaret Cullen, Painless Security
  • Nathan Dors, U Washington  
  • Bill Thompson, Lafayette College 

Pre-Read Materials

  1. IDPro Body of Knowledge  
  2. IDPro BOK Slides  

New Action Items from this call

  • AI TomJ work with Jessica to
    • 1) Poll InCommon membership around top 5  issues IT departments are facing  
    • 2) reach out to EDUCAUSE to understand their most recent polling
    • Also reach out to see what CSG is doing in this area

  • AI Heather and NickR will discuss plan for IDPro body of knowledge work around Higher Ed IDM, and report back to CACTI and IDPro




    • What is the best way to enable a site to come online with eduroam when everyone must work at home?  
    • CANARIE is looking for a playbook on this, on and testing eduroam when people are away from campus
    • If interested, please contact Chris Phillips

Community-sourced cookbooking

    • There are gaps in resources and information for IT departments and IdM groups during this COVID-19 pandemic
    • It was suggest to look at crowd sourcing, specifically 
      • develop a template and ask the community to document things they have done to address specific issues
      • community members would submit their approach and in return they could get it reviewed and suggestions made by CACTI about how to make it better.
      • once reviewed, we can publish and promote.
      • community members would receive recognition for their work, submission and chocolate or t-shirts/something fun
    • Potential cookbook topics, sharing configurations and solutions on   
      • Managing remote exams
      • Remote proctoring
      • plagiarism tracking software (one popular plagiarism tool can be accessed thru edugain , leading to request for edugain)
      • Re-skilling for staff moving into Identity Management
      • integration solutions
    • It was noted that the IDM Cloud Services Services Cookbook has been turned over to REFEDs for making it available to the community
    • Jill: should we focus on cookbook or recipes? Cookbooks are more comprehensive and need editors, recipes are “you get what you can”
    • recipes is a good place to start
    • Heather: like idea of REFEDs having a library of such materials, keeping in mind:
      • different regions / federations have different needs
      • hub and spoke federations have some different needs for example
      • InCommon members may have common needs, so suggestion to start at InCommon level rather than international scope to start
    • Would be helpful to include site instructions/ recipes in a predictable place
    • Role of IDPRO; IDPRO is at higher level than “how do I do this thing”
    • EDUCAUSE and CSG have been gathering resources 
    • Suggestion to reach out to the community, sponsor a competition on the top 5 issues, in order to crowd source, to gather creative ideas
    • Send a poll or survey to InCommon participants list, asking top 5 issues IT departments are facing
    • Ask which things you could provide a solution for, and what are you looking for
    • EDUCAUSE does a quick poll (on technology support or staff issues), to gather info
  • AI TomJ work with Jessica to
    • 1) Poll InCommon membership around top 5  issues IT departments are facing  
    • 2) reach out to EDUCAUSE to understand their most recent polling
    • Also reach out to see what CSG is doing in this area

IDPro possible intersections (Tom/Heather)

      • Heather presents slides on IDPro Body of Knowledge
      • Ian Glazer was keynote at 2017 Internet2 Global Summit; spoke about IDPro
      • IDPro has done a survey each year to find out state of play in IDM community
      • Much around IDPro effort has been focused on enterprise and commercial, hope it will change to include Higher Ed
      • Apprenticeship model has been widely used
      • Idea to create a source of material, such as project management institute did about 20 years  ago
      • Then build a certification program
      • First IDPro Body of Knowledge   issue published at end of March 2020 
      • Used Janeway OpenSource Platform that allows automation of publication steps
      • On Slack REFEDs channel, there is discussion on identifiers and usernames, need more clarity, also identity definition (service versus human accounts),  these are good posts for the GITHUB
      • There were compromises for Issue 1  of IDPro Body of Knowledge  
      • Need to work on pedagogy
      • There were questions around what format/style to use: Blog post? Or more rigorous style?
      • Need to work on diversity, there were 8 male authors
      • Distributed across continents, but not enough cultural diversity
      • 25 peer reviewers, some diversity there
      • Open to new authors and peer reviewers
      • Need to improve participation, so far, all contributors were volunteers
      • At least two peer reviewers for each writing
      • Body of Knowledge board reviews all submissions
      • IDPro board gives final review
      • For the future:
        • More authors, and more diverse set of authors are needed
        • How many review steps should there be? Tighten that up
        • Become clearer on goals and specific expected outcomes
        • Develop a clear plan on certification and how it will become a reality
        • IAM Profiles for different sectors, 
        •        Higher Ed has significant diversions from enterprise
      • IDPro is a membership organization
        • 250 individual members and a few dozen commercial firms, 
        • annual budget $250,000. 
        • Much from 3-4 large corporate sponsors, paying $50K per year, 
        • See members here:
        • Heather is paid staff
        • Honorarium is offered for some articles but no one has taken this offer
        • Mostly volunteer driven
      • Most participants are from commercial sectors, so most articles are on commercial sector
      • Hope to change that with more input from higher ed constituents
      • Within IDPro body of knowledge, Higher Ed info could potentially be presented as a profile
      • Higher Ed already has the structure for collaboration
  • AI  Heather and NickR will discuss plan for IDPro body of knowledge work around Higher Ed IDM, and report back to CACTI and IDPro
    • ChrisP : interested in the base level certification work 
    • It was noted that there will need to be different tags for certification, architecture versus implementation

CACTI Sponsored Working Groups

  • CACTI has looked at spinning up the two Working Groups 
  •  Evaluating IAM Software  
    Recruiting and Onboarding 
  • Jessica and TomJ spoke about mechanisms to assess community interest and ability to move forward with proposed working groups.
    TomJ will share info with CACTI (done)


    • InCommon Trusted Access Platform Software Integration connection points? Training intersections/etc?
    • Continued NET+ CSTAAC collaboration on vendor influence 
    • 7 things for CI(S)Os to know
      • Post-COVID how does our list change? Some of these things become even more important?

   Parking Lot

  1. EARN IT act follow-up (Kevin)

Next Meeting: Tuesday, May 12th, 2020