JISC Collections
UK federated access management experience
Mark Williams

JISC Collections

17 March 2010 | Click: View=>Header&Footer | Slide 1

Introduction
はじめにJISC Collections

 About UK and JISC and JISC Collections
 Overview & brief history of Federated Access Management (FAM) How FAM works in UK – Who does what How we have made it work
 Challenges of the future about FAM

JISC Collections

About JISC
JISCについて

JISC Collections

 Funding: Top sliced, all of the UK University and College funding bodies
 Mission: Provide world-class leadership in the innovative use of Information andCommunications Technology to support education and research.
 Method:– Infrastructure – JISC National Data Centres– Services – JISC Collections, JISC Legal, Plagiarism Advisory Service,Regional Support Centres– Leadership – Advocacy on issues such as Open Access, Intellectual Property,Access management
 8 strategic themes – Network, Access Management, Information Environment, eResources, e-Learning, e-Research, e-Administration, Business and Community
Engagement
 120 million dollars – 40% on JANET network
JISC Collections

About JISC Collections
JISC Collectionについて

JISC Collections

 Established as a mutual trading company in 2006– Members include all UK HE, FE and Research Councils
 National centre for the licensing and procurement of digital content to support
education and research Mission: To negotiate affordable agreements for relevant digital content
under licensing terms that maximise adoption and use
 In 2009, savings to the JISC community from JISC Collections activities are
estimated at £43 million

JISC Collections

About JISC
JISCについてJISC Collections

 Aims – Save time and money through central licensing and negotiation thatleverages buying power and avoiding duplication of effort– Widen accessibility to online content through best value pricing ofsubscription resources and the central procurement of content– Help institutions manage the demands of licensing and develop capacity
within the sector to improve licence management

JISC Collections

JISC Collections
How does JISC Collections support that mission?
 National Academic Archive– Free in perpetuity
 NESLi2 – Large publishers– 40 E-journal agreements, Elsevier,Springer, Nature etc
 NESLi2 SMP – Small and Medium
Sized Publishers– 16 agreements and growing Over 90 agreements for online
databases, reference materials,
multimedia resources and e-bookcollections

 Manage 7000 subscriptions

JISC Collections

JISC Collections
JISC Model Licence JISC model licences since mid-1990s– Used with all JISC Collections and NESLi2 agreements– Allows institutions and their users to get the best value from resources
through flexible terms of use that offer stability and security to both users andproviders
 The JISC Model licence is updated annually to take account of changes in:– The business, scholarly environment and information environment
 Aim is licensing developed by the education sector for the education sector withterms that allow the education sector to get on with the business of education

JISC Collections

JISC Collections
What is the model licence?
 There are different versions of the model licence dependent on format– NESLi2 model licence for e-journals– Datasets – most commonly used for A&I/Bibliographic databases, full text
databases, reference works, image collections etc– E-books– Film and sound There are different versions of the model licence dependent on licensing
arrangements– Contract and Licence– Licence and Sub-licence There are different versions of the model licence dependent on licensing model– Subscription– In perpetuity
JISC Collections

JISC Collections
What is the model licence?
 The model licence is the ideal that JISC Collections starts with – but it is a modeland there are almost always modifications
 Always check the final licence Increasingly there is consensus about the terms of the model licence for
permissions and restrictions
 Increasingly discussions focus on areas such as:– Inclusion of content in virtual learning environments– Post termination access– New definitions for authorised users
 In time consensus will emerge on these as well

JISC CollectionsJISC Collections
Some facts and figures We delivered over £25million in annual efficiency gains in 2008/09
 We delivered £8.7 million in annual efficiency gains through the NESLi2 and NESLi2 SMP
programmes
 There are no price increases for 70% of renewals we negotiated in 2008/2009
 We negotiated annual opt out clauses for all renewals and new agreements
 We started with the year 2007/2008 and are pleased to report that most collections arebeing well used. For example, between September 2007 and August 2008, over 2million
articles were downloaded from the Oxford Journals Archive. An average price per
download is 58p
But it is not all perfect Procurement of licensed content from monopolies is tough ~ especially when we cannot
cancel ~ the 30% who did not agree to 0% increase are the largest of the publishers,
and those with content that cannot be substituted

JISC Collections

JISC Collections
Not just about licensing and negotiation…
 Projects and reports that review the current environment and look to meet
future requirements of teaching, learning and research– national e-books observatory project informing publishers too– e-books for FE– A comparative study of e-journal archiving solutions
 Providing tools to support institutional use and acquisition of electronicresources– Academic Database Assessment Tool Supporting licensing requirements of JISC Programmes– JISC Digitisation Programme– Copyright Advice and Support Project for Electronic Resources…though all of these should support licensing and negotiation

JISC Collections

JISC Collections
UK University / College mix
160 HE
450 FE“no average institution”

JISC Collections

JISC Collections

Overview and brief history of FAM
FAM(横断的アクセス管理)の概要と沿革
 1996 – 2008: ATHENS 2000 – 2002: Requirement for next generation access management system 2002 – 2004: Commissioned AAA (Authentication, Authorisation and Accounting)programme to evaluate emerging technologies.
 2004-2006: ‘Core Middleware: Technology Programme’ launched based on SAMLtechnologies. ‘Core Middleware: Infrastructure Programme’ to build infrastructure.
 2006 – 2008: Transition to FAM
 2010: NOW– Higher education – 97% of institutions (162)– Further education – >75% of colleges (348)– Schools – 50% so far (potentially some 10000 schools)– 1000+ Identity and Service Providers– Costs:
JISC Collections¥ 100,000,000

JISC and Becta 50% eachHow it works
英国における状況

JISC Collections

who does what
JISC Collections
誰が何をやっているのか

How it works
英国における状況

who does what
JISC Collections
誰が何をやっているのか• JISC (HE & FE) + Becta (Schools)

FUND• Ja.net

OPERATE• EDINA Data Centre

TECH SUPPORT• JISC AMT

HE / FE SUPPORT• JISC Collections

PUBLISHER SUPPORT• Netskills

TRAINING• Ja.net

CERTIFICATION• EduservOUTSOURCED IdP / SP

• Cardiff University

IdP INSTALL SERVICE• OTHER COMMERCIAL ORGS

JISC Collections

IdP / SP

Obstacles
障壁

JISC CollectionsChallenge: Moving from an established legacy system to a new model
Old model = Eduserve Classic Athens
Problem:

Inertia Password username off campus
 Low Skill required (simple admin) Funded by top slice money
 It worked
 Widespread in UK

JISC Collections

Obstacles
障壁JISC Collections

Challenge: Moving from an established legacy system to a new model
Problem:Issues Shift of work from the library to the IT service
 Costs
 Skills
 Inertia
 Publishers

Culture Culture….Culture….

JISC Collections

Outreach
アウトリーチMaking the argument
 Briefing papers
 Events, events, events
 Case Studies
 Animation
 Business case tool kit
 Web 2.0 Blogs etc
 JISC Model Licence Culture...Culture…Culture

JISC Collections

JISC Collections

JISC Banding
JISCによる機関区分

BandAHE

11JISC Collections
3rd party Cost
year on yearFE

3rd party install Cost
Unique Cost0 ¥ 1.26 Mil¥ 0.5 Mil¥ 1.13 Mil¥ 0.5 Mil

B

110C

26

1 ¥ 1.00 Mil¥ 0.5 MilD

296 ¥ 0.86 Mil¥ 0.5 MilE

3046 ¥ 0.73 Mil¥ 0.5 MilF

1489 ¥ 0.60 Mil¥ 0.5 MilG

1064 ¥ 0.46 Mil¥ 0.5 MilH

1185 ¥ 0.33 Mil¥ 0.5 MilI

13106 ¥ 0.20 Mil¥ 0.5 MilJ

1159 ¥ 0.10 Mil¥ 0.5 Mil

JISC Collections

Outreach
アウトリーチHelping the change Small institution IdP Shibboleth deployment
 Training courses
 RSCs and other agencies
 Mailing lists & communities of support
 JISC Collections Model Licence Guide to 3rd party support
 Bespoke champions, language and messages
 Surveys – JIBs etc

JISC Collections

JISC Collections

JISC Collections

Shift of work from the library to the IT service
 Change Perception:
 Burden? or Control?
 Resources or College Systems

JISC Collections

Challenges of the future about FAM
FAMにおける今後の取り組み
 User Experience– Service Provider Interface Study FAM usage – Identity management Toolkit– Attributes– Walk in users– BCE– IDM
 Institution as a Service Provider
 Federations– Inter-federation– Who pays

JISC Collections

JISC Collections

Discovery and Experience
JISC Collections
機関選択の方法、インタフェースの使用感

JISC Collections

Challenges of the future about FAM
FAMにおける今後の取り組み
 User Experience– Service Provider Interface Study FAM usage – Identity management Toolkit– Attributes– Walk in users– BCE– IDM
 Institution as a Service Provider
 Federations– Inter-federation– Who pays

JISC Collections

JISC Collections

JISC Collections

FINAL MESSAGE:
Infrastructure, infrastructure, infrastructure

JISC Collections

JISC Collections

Useful links all here:
http://tinyurl.com/TOKYOFAMMark Williams
m.williams@jisc.ac.uk
http://www.jisc-collections.ac.uk
JISC Collections