outline - cni: coalition for networked information€¦ · • mobile and remote access • ... –...

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Outline Background – the journey from print to digital Resource Access: the user experience today RA21 Problem statement How do we propose to fix this Joint project STM - NISO - URA RA21 Pilot program 2017 Call to acOon – want to join ?

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Outline

•  Background–thejourneyfromprinttodigital•  ResourceAccess:theuserexperiencetoday•  RA21Problemstatement•  Howdoweproposetofixthis•  JointprojectSTM-NISO-URA•  RA21Pilotprogram2017•  CalltoacOon–wanttojoin?

Late 20th Century: from Print to Digital

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• Institution to purchase from the publisher • Institution to lend to its users • Single point of entry • Simple transaction • Library cards • Lock the doors at night • Must return after use • Prohibitively expensive to make copies of entire

collections

• Imitate print experience • Optimize for ease of implementation • IP Authentication

21st Century: digital and remote

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• Technology evolved • Multiple entry points • Mobile and remote access • Cumbersome user experience • Easy to download an entire library

How a user experiences access to resources on campus

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How a user experiences access to resources on campus

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How a user experiences access to resources off campus

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How a user experiences access to resources off campus

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How a user experiences access to resources off campus

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How a user experiences access to resources off campus

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How a user experiences access to resources off campus

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How a user experiences access to resources off campus

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RA21ProblemStatement•  AccesstoSTMcontentandresourcesistradiOonallymanagedviaIPaddress

recogniOon.•  Forthepast20years,thishasprovidedseamlessaccessforuserswhenon

campus•  However,withmodernexpectaOonsoftheconsumerweb,thisapproachis

increasinglyproblemaOc:–  Userswantseamlessaccessfromanydevice,fromanylocaOon–  Usersincreasinglystarttheirsearcheson3rdpartysites(e.g.Google,PubMed)rather

thanpublisherpla^ormsorlibraryportalsandrunintoaccessbarriers–  ApatchworkofsoluOonsexisttoprovideoff-campusaccess:proxyservers,VPNs,

Shibboleth,howevertheuserexperienceisinconsistentandconfusing–  Publishersarefacinganincreasingvolumeofillegaldownloadsandpiracy,andfraud

isdifficulttotrackandtracebecauseofinsufficientinformaOonabouttheenduser–  Thelackofuserdataalsoimpedesthedevelopmentofmoreuser-focused,

personalizedservicesbypublishers.–  TheincreaseinprivacyandfraudalsoposesasignificantrisktocampusinformaOon

security

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Fundamental Expectations of the Community – Researchers

• Seamlessaccesstosubscribedresources,fromanydevice,fromanylocaOon,fromanystarOngpoint

• Aconsistent,intuiOveuserexperienceacrossresources

•  Increasedprivacyofpersonaldata• Streamlinedtextanddatamining

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Fundamental Expectations of the Community – Resource Providers

• AbilitytoprovideindividualizedanddifferenOatedaccessforbecerreporOngtogoverningbodiesandcustomers

• Abilitytoofferpersonalizedservicestoaccelerateinsightanddiscovery

• AbilitytoensuretheintegrityofcontentonbothinsOtuOonalandcommercialpla^orms

Fundamental Expectations of the Community – Customers

• MinimizaOonofadministraOveburdenofprovidingaccesstoauthorizedusercommuniOes

• MaximizaOontheuseoftheresourcespurchased• ProtecOonoftheprivacyofusercommuniOesandadvocacyfortheirsecurity

RA21 Guiding Principles 1.  Theuserexperienceforresearcherswillbeasseamlessaspossible,intuiOveand

consistentacrossvariedsystems,andmeetevolvingexpectaOons.2.  ThesoluOonwillworkeffecOvelyregardlessoftheresearcher’sstarOngpoint,physical

locaOon,andpreferreddevice.3.  ThesoluOonwillbeconsistentwithemergingprivacyregulaOons,willavoidrequiring

researcherstocreateyetanotherID,andwillachieveanopOmalbalancebetweensecurityandusability.

4.  Thesystemwillachieveend-to-endtraceability,providingarobust,widelyadoptedmechanismfordetecOngfraudthatoccursatinsOtuOons,vendorsystems,andpublishingpla^orms.

5.  ThecustomerwillnotbeburdenedwithadministraOveworkorexpensesrelatedtoimplementaOonandmaintenance.

6.  TheimplementaOonplanshouldallowforgradualtransiOonandaccountfordifferentlevelsoftechnicalandorganizaOonalmaturityinparOcipaOnginsOtuOons.

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Progressin2017•  FormalapprovalfromSTMBoardandNISOTopicCommiceeto

moveforwardasajointiniOaOve•  IniOalfundingprovidedbyparOcipaOngpublishers•  Twodedicatedstaffbroughtonboardtodrivepilots:

JuliaWallace• ProgramDirector•  [email protected]

HeatherFlanagan• ProjectCoordinator• [email protected]

Pilot program •  PilotprogramthroughQ42017

–  Broadspectrumofstakeholders–  Addressavarietyofusecases–  Includesbothacademicandcorporateefforts

•  Selforganized,registeredandtrackedunderthelargerumbrellaofRA21

•  Feedbackandresultssharedwiththecommunity

•  UlOmategoals–  MoveawayfromIPauthenOcaOon–lackofscale–  Balancewiththeconceptofprivacy(GeneralDataProtecOonRegulaOon2018)–  CreateasetofbestpracOcerecommendaOonsforidenOtydiscovery

Importanttohavemul/plepilotssowecanaddresstheproblemfrommul/pleangles

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•  URApilotparOcipants–  PharmaDocumentaOonRing(P-D-R)membercompanies–  Scholarlypublishers–  IAMvendors

•  URApilotgoals–  ValidaOonofSAML-basedfederatedauthenOcaOoninlieuofIP-based

authenOcaOonforaccesstoscholarlyresources.–  DemonstraOonofaconsistentandstreamlineduserexperiencefor

userauthenOcaOonacrossmulOpleSTMpublishersites;regardlessoftheuser’slocaOonanddeviceused.

–  PotenOaluseofcustomizedidenOtyacributestofacilitategranularusagereporOng.

Underway: Corporate Pilot – URA

ThreePilotGroupsbeingformed:1. P3W–PrivacyPreservingPersistentWAYF

Pilot2. TheAcademicShared‘Whereareyou

from’(WAYF)Pilot3. Client-basedWAYFPilot

•  AllseektoaddresstheUserExperienceforoff-campusaccess

Academic Pilots – RA21

•  ImprovecurrentIdenOtyProviderselecOonprocessprocessby– Improvingsign-inUXflow– UsingaddiOonal‘WAYFhints’fromfederaOonmetadata

•  Enablecross-providerpersistenceofWAYFchoiceusingbrowserlocalstorage(avoidingprivacyproblems)

MoredetailsatPrivacyPreservingPersistentWAYF

P3WPilotObjecCves

•  Provideseamlessaccessacrosscontentproviders

•  Createauniversalsessionstatestoredinacentral“sharedWAYF”service

•  ProvideeasyintegraOonpoints–formaximumparOcipaOon

•  LooktoformapotenOalindustrystandardforuserbasedauthenOcaOon

MoredetailsatSharedWAYF

SharedWAYFPilotObjecCves

•  ImproveIdenOtyProvider(IdP)discoveryprocesses– UseashareddiscoveryservicethatusesbothbrowserinformaOonandsharedmetadatahintstonarrowdownIdPopOonsfortheuser

•  DeterminethebestwaytopopulatethemetadataregistrywithhintsfromtheServiceProvidersregardingwhatIdPsarelikelytoworkinanauthorizaOonscenario

MoredetailsatClient-basedWAYF

Client-basedWAYFObjecCves

•  AnumberofpublishersandinsOtuOonshavesigneduptoparOcipate

•  Currentlyatearly-stagesofformaOon,butlookingtoprogressswitly

•  LibrariesarecriOcaltoengagingtheuserandcollecOngfeedback

•  PublisherswillneedtobepreparedtoimplementPoCsorprototypes

•  CampusesandidenOtyfederaOonswillneedtobepreparedtoprovideinputandexperOse

AcademicPilots – Progress

Wanttojoinus?

• Visit:www.RA21.organdhcp://www.stm-assoc.org/standards-technology/ra21-resource-access-21st-century/

• RegisteryourinterestinparOcipaOonbyemailing:[email protected]@RA21.org

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