NISO SSO Working Group Charge 9/22/09 - Draft Goals: 1. “Improve” the text of the charge by making it more general. The ‘charge’ (that is, the one sentence that describes the goal) is generally OK. But the paragraph of explanatory text beneath each ‘charge’ statement constrains, and in some cases confuses, the broader statement above. The ‘big print’ lays out the goal, while the ‘fine print’ starts to dictate how it ought to be done. 2. Merge overlapping deliverables, where sensible and possible. 3. Avoid creating implementation constraints for Service Providers. Assumptions: 4. There are two primary use cases: user arriving at an SP anonymously and with no indication of their home authentication site, and user arriving with an identifier of their home site. (A degenerate version of use case 2 would be arriving and indicating which method/protocol to use but not indicating a home site.) 5. SPs supporting multiple protocols may use different packages from different vendors to provide support for the different protocols. SPs in general will not want to write additional code to “frontend” a set of packages; instead, they will probably prefer that the various packages expose their own endpoints at the SP. A campus forwarding a user to an SP will know which protocol/package it is using with each SP, and will be able to forward to the appropriate endpoint. 6. Its very likely that the discovery/login GUI/flow will be different for different protocols. This WG should define a standard flow/sequence that an anonymous user would see from clicking a Login link on the front page up to the point where they identify the package/protocol they will use; from that point forward, the user would see a sequence of pages specific to that protocol. NISO SSO Authentication Optimization Working Group Draft for Working Group Discussion/Approval Expected Deliverables: NISO Recommended Practice(s) Charge: This Working Group will explore issues related to Single Sign-On (SSO) Authentication Optimization in order to create a Recommended Practice(s) that will allow current SSO technologies to work better in a networked environment, thereby providing a seamless experience for the user. Included in the work of this group will plans for how to promote the adoption of these Recommended Practices in order to make the access improvements a reality. A business case/justification will be developed as part of these plans. The end result of this work will be small, smart conventions for moving the user within a session seamlessly from licensed site to licensed site. The creation of new SSO technologies or the standardization of current SSO technologies is beyond the scope of this working group’s charge. Page 1 of 3 NISO SSO Working Group Charge 9/22/09 - Draft The Working Group will produce three possible deliverables: Deliverable 1: NISO Recommended Practice: Recommended Practice: standardizing terminology 1. Articulate use cases describing the variety of ways in which a browser user would arrive at Service Provider, and the experience up thru the protocol/package specific login. Minimally, this should include direct to the SP, starting from a home site library navigation page, federated searches, and the Open Web (eg Google), as well as deep linking to and between documents/results licensed by content sites (linking via OpenURL/link resolvers and Crossref). 2. Develop a glossary collecting terms used by Web SSO and Federated Authentication products. Try to promulgate a standard vocabulary. Deliverable 2: NISO Recommended Practice: standardizing user interface presentation for user authentication. 1. Identify a preferred location for login link and/or login input box (to help users navigate to the appropriate login pages) 2. Recommend to sites a standard approach for guiding the user to the desired authentication method. Develop standardized GUI flows that will be presented to a user who clicks the login link. Include recommendations on where SP and IDP branding could be inserted. 3. Working with the various authentication mechanisms, develop standardized approaches for handling automatic login when the url presented at the SP identifies the user’s preferred authentication method and/or authentication provider. 4. Working with the various authentication mechanisms, develop a consistent approach/link syntax for campus-based software to present a deep links to SP-based content which will trigger an automatic login process with presenting the user with the Discovery process.. Deliverable 3: NISO Recommended Practice: recommend a method for allowing Federated Search technologies to leverage SSO authentication sessions of a user. Federated Search has a unique set of challenges in that they perform searches of licensed content acting as an agent for the user. Since the user is not directly interacting with the content provider's site SSO, this provides unique challenges for a web SSO system. Work with those packages that currently support “delegated authentication” to provide SPs with the documentation they need to support this feature. Change Log: Page 2 of 3 NISO SSO Working Group Charge 9/22/09 - Draft 1. Create separate Deliverables for “standardizing use cases and terminology” and GUI/user experience related issues. 2. Change an underlying assumption. Previously, sentences such as “Set expectations that a content site implement a consistent approach/link syntax for deep links to content regardless of authentication type” and “Recommend practices for communicating the authentication method of the user on the link “ seemed to imply that service providers would export a single authentication-independent endpoint. SPs would develop and deploy code at that endpoint to decifer the incoming information and route the browser user to the appropriate protocol endpoint/stack. The new model is described in Assumption 4.b. above. 3. Reworked Deliverable 3 (“NISO Recommended Practice: recommend a method for allowing Federated Search technologies to leverage SSO authentication sessions of a user.”), since it was premised on incorrect information. 4. Pushed deliverable 4 (“Provide content providers with guidelines that address the proliferation of Shibboleth Federations”) into the Shibbolethspecific flow. Outstanding Questions: 1. the first paragraph contains these two sentences: Included in the work of this group will plans for how to promote the adoption of these Recommended Practices in order to make the access improvements a reality. A business case/justification will be developed as part of these plans. 2. Should those somehow be explicitly mentioned in the deliverables? Page 3 of 3