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Migrating an SP to the Global Research and Scholarship Category

This topic is for owners of existing Research & Scholarship (R&S) SPs.

Existing R&S IdPs in the InCommon Federation are currently in the process of migrating to global R&S. New R&S IdPs will be encouraged to support global R&S as well. More importantly, InCommon will soon begin importing the metadata of R&S IdPs from other federations. In anticipation of these events, existing R&S SP owners should begin to develop a migration strategy to global R&S.

All R&S SPs in the InCommon Federation now meet the requirements of the international REFEDS Research & Scholarship Entity Category specification and therefore all R&S SPs have a multivalued R&S entity attribute in InCommon metadata. In that sense, all R&S SPs have successfully migrated to global R&S. However, if an R&S SP depends on the R&S entity attribute in IdP metadata, then additional migration steps are required since the entity attributes in IdP metadata will change as IdPs declare their support for global R&S.

For example, a small number of R&S SPs are known to filter IdP metadata such that R&S IdPs are the only IdPs exposed on the SP's discovery interface. Such an SP is dependent upon the R&S entity attribute in IdP metadata.

If your SP deployment depends on the R&S entity attribute in IdP metadata, please read on. Otherwise there is nothing further you need to do.

An SP deployment that depends on the R&S entity attribute in IdP metadata almost certainly recognizes the legacy R&S entity attribute value:

Such an SP may also want to recognize the R&S entity attribute value

since IdPs that support global R&S will necessarily carry the latter in their metadata. Indeed, R&S IdPs from other federations will carry the R&S tag exclusively.

An R&S IdP carries a single-valued entity attribute in its metadata

An R&S IdP will carry either the R&S tag or the R&S tag, but not both. An SP that depends on the R&S entity attribute in IdP metadata must take this fact into account.

For example, an SP that filters metadata to restrict its discovery interface to R&S IdPs only might do the following...


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