1. Copyright JNT Association 2009GN3, 8 th September 20091 Inter-Federation Agreements eduGAIN and beyond? Andrew Cormack Chief Regulatory Adviser, JANET(UK) Andrew.Cormack@ja.net

2. Copyright JNT Association 2009GN3, 8 th September 20092 Why? Purpose of Federation –Entities establish trusted communication Purpose of Inter-federation –Same for entities in different federations

3. Copyright JNT Association 2009GN3, 8 th September 20093 Challenges Entities are identified by local processes –Technical trust Members behave according to local rules –Behavioural trust Systems may not (technically) inter-operate –Not covered here What about non-members? –May assume they have guarantees/rights

4. Copyright JNT Association 2009GN3, 8 th September 20094 Bilateral agreement Fed. Rules Inter-fed agreement Metadata

5. Copyright JNT Association 2009GN3, 8 th September 20095 Inter-Federation Agreement: Technical Trust Metadata checked by local published process –Keep metadata up to date –Announce any changes to process Agree basic trust/LoA mapping –Can agree additional mappings if required Recipient fed. publishes metadata to members

6. Copyright JNT Association 2009GN3, 8 th September 20096 Inter-Federation Agreement: Behaviour Members bound by local rules –Complaints dealt with by “home” federation –According to its rules –In (if appropriate) local legal jurisdiction Agreement creates no legal rights/liabilities –To members or federation operator –Resolve problems by talking Anything else goes in separate agreement

7. Copyright JNT Association 2009GN3, 8 th September 20097 Possible Legal Forms Same text can be wrapped as... Contract (e.g. UK federation agreement) –Creates legal obligations –Requires two legal parties (hub & spoke) MoU (e.g. JANET-Internet2) –Creates moral obligations –Requires two (or more) legal parties Unilateral declaration (e.g. Kalmar) –May create legal obligations (still checking!) –Made by a single legal party

8. Copyright JNT Association 2009GN3, 8 th September 20098 Multi-lateral agreement Fed. Rules Metadata Inter-fed Agmt ? Metadata Terms of Use

9. Copyright JNT Association 2009GN3, 8 th September 20099 Metadata Terms of Use Permitted use –Establishing trusted communications Disputes, liability, etc. –Members of signer’s Fed: use by Fed. rules –Others: use at own risk May copy/redistribute –But must retain these Terms of Use Continued use = acceptance of Terms –Creates contract with operator of registrar fed.

10. Copyright JNT Association 2009GN3, 8 th September 200910 Proposed Documents Federation agreements/rules –Apply within a federation Inter-federation agreement (eduGAIN declaration?) –Links together federation agreements –Establishes technical and behavioural trust –Final wording depends on chosen legal structure Metadata Terms of Use –Protects use by non-members –Whether individuals or federations –Metadata must identify registrar federation eduGAIN service profile(s) –Establishes technical interoperability