The Quilt / InCommon Federation Workshop
La Jolla, California
February 6&7, 2014

Workshop Summary and Next Steps (PDF)

A one-day, no-fee workshop designed to develop a new distributed framework for federation that would extend InCommon Federation Services to K-12 (and potentially other CAIs) in collaboration with regional networks. The aim was to have substantive discussions in La Jolla, develop a set of shared action items, and form a team that will continue the effort beyond the workshop.

The meeting offered technical and business discussion tracks. Technical goals included identifying and documenting future InCommon service and data models and tools for federation support and delegated metadata management that scale to accommodate K-12. Business and administrative goals included outlining what administrative, support, and technical responsibilities could be shared and the opportunity for new cost models. Goals following the workshop included identifying pilot projects for testing new federation models as well as establishing a new InCommon federation working group among regional networks.

Webinars:

The first webinar was held on Friday, January 18th and provided an Introduction to Federations and InCommon. The webinar introduced some of the basic concepts and terminology associated with components of Identity management and federations for those who may not have had much background or exposure to approaches that have been applied in the Identity domain.

The archive of the first hour-long webinar “Introduction to Federations and InCommon” is now available at http://internet2.adobeconnect.com/p11m4xxrh11

Webinar 1 (PDF)

The second webinar was held on Friday, January 25th and provided a more in-depth overview of some models and strategies for establishing a distributed framework for federation that would allow for the extensibility of InCommon services to constituents such as K-12 and community colleges in collaboration with regional networks. Other goals of the second webinar were to prepare attendees to come to the workshop with information about their constituent’s needs, readiness, and level of expertise as well as potential Regional/K-12 pilot project opportunities.

For those of you unable to attend, or who want to review, the archive is now available at:http://internet2.adobeconnect.com/p1uoj9gvpi7/

Webinar 2 (PDF)

Please forward this information to those on your staff that may be planning on attending the workshop.

Program Outline:

Thursday, February 6th

InCommon Workshop
Location: La Jolla Shores Hotel (Afternoon)

Workshop Attendees

Goal: Develop and document a framework for a new distributed federation model (DFM) that would extend InCommon Federation Services to K-12 (and other CAI’s) in collaboration with Regional networks or State HE Systems.

Time	Topic	Location	Presenter(s)
12:00-1:00pm	Lunch	La Jolla Shores Patio – 1st Floor
1:00-1:15pm	General Session: Welcome, scoping the discussions, some level setting, goals, and agenda review.	Acapulco Room	– George Laskaris, NJEDge.Net- Shel Waggener, Internet2
1:15-3:00pm	Administrative/Policy Breakout SessionDevelop and document an Administrative Framework for a Distributed Federation Model (DFM) by looking at fundamental principles, possible changes to business models, membership status, delegation of certain responsibilities, and changes to governance and policy groups.	Acapulco Room or La Jolla Room (TBD)	Facilitators:- Michael Berman, CSU Channel Islands- George Laskaris, NJEDge.Net- John Moore, MCNC- Jack Suess, UMBC/InCommon
	Technical Breakout SessionDevelop and documenta Technical Framework for a DFM by examining IAM requirements, possible IdP models / configurations for Regionals, changes to metadata management, and enabling tools. Quick review of K-12 federation challenges What are our “Distributed Federation Services” requirements? Are we talking about Interfederation or a single metadata aggregate? Choose a Federation Model and populate the (Technical) Framework Template	Acapulco Room or La Jolla Room (TBD)	Facilitators:- Paul Caskey, U. Texas System- Mark Scheible, MCNC
3:00-3:15pm	Break	La Jolla Shores Patio – 1st Floor
3:15-5:00pm	Breakout Sessions Continue…	Acapulco Roomor La Jolla Room	Track Facilitators
6:00-8:00pm	InCommon / CANARIE Reception	La Jolla Shores Patio – 1st Floor

Friday, February 7th
InCommon Workshop
Location: La Jolla Shores Hotel

Time	Topic	Location	Presenter(s)
7:00-8:15am	Breakfast	La Jolla Shores Patio – 1st Floor
8:30-9:00am	Quick Review of Thursday’s work and any needed alignment between tracks, review of goals for today	Acapulco Room	Track Facilitators
9:00-10:00am	Administrative/Policy Breakout Session Finish work on DFM Framework(s), discuss and capture requirements for potential pilots	Acapluco Room or La Jolla Room	Facilitators:- Michael Berman, CSU Channel Islands- George Laskaris, NJEDge.Net- John Moore, MCNC- Jack Suess, UMBC/InCommon
	Technical Breakout Session How does the content of the Administrative/Policy Framework impact the Technical Framework (if at all) and make adjustments if necessary Capture Pilot Requirements Pilot Proposal(s)	Acapluco Room or La Jolla Room	Facilitators:-Paul Caskey, U. Texas System- Mark Scheible, MCNC
10:00-10:15am	Break(Boxed Lunches Available)	Acapulco Corridor – 2nd Floor
10:15-11:45pm	General Session: Sharing, aligning, planning, and next steps (e.g. White Paper, new InCommon Working Groups, future work)	Acapulco Room	-John Moore, MCNC- Jack Suess, UMBC/InCommon
12:00pm	Workshop Adjourns

Event Information:

Meeting Registration
Meeting Location and Hotel
Registered Attendees
Travel Grant Application Instructions
Agenda
Presentations