Federation 2.0 Working Group Co-chairs Tom Barton, University of Chicago and Internet2 Judith Bush, OCLC

Federation 2.0 Working Group Origins From the questions of protocols and architecture to explore role of federations in the Academy’s future “Federations have been in existence now for 15-ish years. Let's step back and take a look at whether this model is the right model for going forward. How should federations evolve? What are the roles of communities “ 18 Feb 2018 Added to REFEDs proposed workplan from TIIME 2018 10 April - 30 May 2018 REFEDS blog series 28 June 2018 Added to REFEDS 2018 workplan Architecture (hub vs mesh to hub-mesh hybrid) and protocols (SAML and) & Attribute release, trust Proposals tension

Methodology: Scenario Planning

Report on scenarios and the community input February-June Develop survey, engage participants, analyze results. Plan for producing Report on scenarios and the community input Statement of value of federations Strategic actions in context of scenarios Thursday after TNC19 Scenario development workshop July-August Mission & strategic analysis September-October Develop report November Consultation and webinars TechEx in Orlando Live consultation December-January Complete consultation and finalize report Lucy Lynch known by many of us perhaps for her role as Director of Trust and Identity Initiatives for the Internet Society (2006-2014) or her engagement with Kantara or IETF. https://www.internetsociety.org/blog/2014/10/farewell-lucy-lynch/ Deliverables A report on the information gathered and a description of the methodology working group members will use to assess that data. A clear and concise articulation of how R&E Federation brings value to which communities of practice. A white paper based on the report in #1 and framed by the values articulated in #2 that identifies contingencies, potential changes to federation, and actions that R&E Federations and others may need to undertake. Webinars presenting the report in #1 and the white paper in #3 above. It is anticipated that REFEDS or other organisations may create further working groups in response to some of the recommendations in #3, i.e., that this working group represents only the first in a series of steps by which the REFEDS community will approach the transition to a future state of operations.

Survey and Conversations Started 2019-04-25 through 2019-05-29 29 written responses, 7 conversations

The Seven Questions If you could pose three questions to a clairvoyant who can foretell the future, what would you ask? In the best possible world what would you hope for? In the worst possible world what are your greatest fears? What pivotal events from the past few years provide good lessons for the future? What major decisions with long-term implications are faced at the moment? What major constraints do you experience inside/outside the organisation/system? If all constraints were removed, and you could direct what is done, what would you do? Researcher from Dublin Institute of Technology, Scenario planning:strategic interviews and conversations The ``seven-questions'' approach. This originates in the work of the Institute of the Future (Amara and Lipinski,1983), and has successively been refined by Shell (Schwartz, 1991), van der Heijden (1996) and ICL (Ringland, 1998).

Three quarters of the participants had over ten years experience in the field, and over four hundred and fourty (440) years of total experience.

We managed to get over a third of the participants from either academic endeavours or academic relying parties.

Value openness and collaboration

Uncertainties in the future revealed in our fears ...; fragmentation of the internet into a series of nationally controlled and mutually paranoid networks..... --- Head of academic organization (> 40 yrs) Governments segmenting the Internet into fire-walled domains. -- Researcher (20-40 yrs) Nationalisim, invasive governments forcing back doors into encryption technologies, lack of trust between research groups (at a human level), … -- IT or IAM division staff (10-20 yrs)

And those fears are not unfounded.

References

Working Group References Working Group Wiki https://wiki.refeds.org/display/GROUPS/Federation+2.0 Call participation https://internet2.zoom.us/j/8853848902 Call time https://www.timeanddate.com/worldclock/fixedtime.html? msg=REFEDS+Federation+2.0+Conference+Call+%28every+ two+weeks%29&iso=20190626T11&p1=179&ah=1

Federation 2.0 Readings Hämmerle, Lukas. “The Future of Federations – Part One: Federations on Their Way into the Future – A View from Switzerland.” REFEDS (blog), April 10, 2018. https://refeds.org/a/1903. Barton, Tom. “The Future of Federations – Part Two: Federation 2.0.” REFEDS (blog), May 7, 2018. https://refeds.org/a/1930. Phillips, Chris. “The Future of Federations – Part Three: Tackling the Innovator’s Dilemma.” REFEDS (blog), May 30, 2018. https://refeds.org/a/1953.

Scenario Planning Readings “Scenario Planning.” In Wikipedia, January 12, 2019. https://en.wikipedia.org/w/index.php?title=Scenario_planning&oldid=877958912. The seven questions: Ratcliffe, John. “Scenario Planning: Strategic Interviews and Conversations.” Foresight 4, no. 1 (February 2002): 19–30. https://doi.org/10.1108/14636680210425228. Scearce, Diana, Katherine Fulton, and Global Business Network community. What If? The Art of Scenario Thinking for Nonprofits. Global Business Network (a member of the Monitor Group), 2004. https://www.wallacefoundation.org/knowledge-center/resources-for-financial-management/pages/what-if-the-art-of-scenario-thinking-for-nonprofits.aspx. Shell Scenarios Team. “Shell Scenarios.” Shell Global. Accessed January 21, 2019. https://www.shell.com/energy-and-innovation/the-energy-future/scenarios.html. Stanford Online. “The Power of Scenarios to Improve Strategic Decisions.” presented at the Innovation and Entrepreneurship Certificate, Stanford Center for Professional Development, April 17, 2013. https://www.youtube.com/watch?v=2W2-Ufn4QdA&feature=youtu.be.