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Migrating to REFEDS R&S Phase II

Outline of Phase II

If you are an IdP operator that supports the Research & Scholarship category, now is the time to start planning your migration strategy to REFEDS R&S!

R&S IdPs that migrate to REFEDS R&S will be among the first IdPs exported to eduGAIN.

Migration Process for Existing R&S IdPs

To migrate to REFEDS R&S, an IdP that supports R&S completes the following sequence of steps:

  1. Review the authoritative REFEDS Research & Scholarship Entity Category specification

  2. Change your IdP's attribute release policy from this:

    <afp:AttributeFilterPolicy id="releaseFullBundleToRandS">

  <afp:PolicyRequirementRule xsi:type="saml:AttributeRequesterEntityAttributeExactMatch"
      attributeName="http://macedir.org/entity-category"
      attributeValue="http://id.incommon.org/category/research-and-scholarship"/>

  <!-- attribute rules here -->

</afp:AttributeFilterPolicy>

    to this:

    <afp:AttributeFilterPolicy id="releaseFullBundleToRandS">

  <afp:PolicyRequirementRule xsi:type="saml:AttributeRequesterEntityAttributeExactMatch"
      attributeName="http://macedir.org/entity-category"
      attributeValue="http://refeds.org/category/research-and-scholarship"/>

  <!-- attribute rules here -->

</afp:AttributeFilterPolicy>

    The latter configuration recognizes the REFEDS R&S entity attribute value instead of the legacy InCommon R&S entity attribute value.

  3. Declare your ability to support REFEDS R&S by submitting a short form

That's all an existing R&S IdP has to do to migrate to REFEDS R&S!

When an IdP migrates to REFEDS R&S, a multivalued entity attribute is inserted into IdP metadata. Whether or not an IdP completes the migration, only the REFEDS R&S entity attribute value is exported to eduGAIN:

The legacy InCommon R&S entity attribute value

http://id.incommon.org/category/research-and-scholarship

is not exported to eduGAIN. Only the REFEDS R&S entity attribute value

http://refeds.org/category/research-and-scholarship

is exported to eduGAIN!

See the R&S Entity Metadata wiki page for details about entity attributes in metadata.

Decision Point for TAC

Two concrete options are outlined for convenience but of course a range of options is possible.

Option #1

Option #2