1. Slide 1, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Climbing the Slope of Increasing Realism LSE for You – the story continues… Chris Cobb John Paschoud

2. Slide 2, July 20th 2004 Climbing the slope PEPC 2004, Nottingham The story so far….

3. Slide 3, July 20th 2004 Climbing the slope PEPC 2004, Nottingham The story so far….

4. Slide 4, July 20th 2004 Climbing the slope PEPC 2004, Nottingham The story so far….

5. Slide 5, July 20th 2004 Climbing the slope PEPC 2004, Nottingham In the beginning…. “building on the fly…..”

6. Slide 6, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Slide 6, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Getting our feet on the ground… Coordination between key internal partners A plan… A budget… A vision of what the users wanted… An identification of the problems to be solved… An architecture to solve them…

7. Slide 7, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Architecture [1]: Traditional portal SITS student data Voyager library data Jstor e-journals CMS content

8. Slide 8, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Architecture [2]: Challenges portal Organisational Domain

9. Slide 9, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Architecture [2a]: What might happen portal??? (…in the V-C’s dreams!) Organisational Domain Library portal Admin portal SU portal L-R portal motivated departmental effort infinite(?) corporate effort

10. Slide 10, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Architecture [3]: Managed portal Organisational Domain CLR (CLR = Collection-Level Registry) motivated departmental effort focussed corporate effort …and support

11. Slide 11, July 20th 2004 Climbing the slope PEPC 2004, Nottingham The Middleware Dilemma When it’s working, nobody sees it When it’s broken, EVERYTHING’s broken!

12. Slide 12, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Recognising some common goals JISC AAA Programme –LSE SECURe Project –Shibboleth Authentication & Authorisation protocols JISC strategy: –Middleware appears under Aim One: “To develop solutions that help the UK education and research communities to keep their activities world class through the use of ICT.” (1.4 a middleware service) –Meets Key Performance Indicator: “Develop a common, integrated information and communications environment.”

13. Slide 13, July 20th 2004 Climbing the slope PEPC 2004, Nottingham JISC Common Information Environment Powell, A, July 2003 (from UKOLN website)

14. Slide 14, July 20th 2004 Climbing the slope PEPC 2004, Nottingham PERSEUS Project Portal-Enabled Resources via Shibbolized End-User Security Extending Shibboleth to provide a test vehicle for policy-driven target authorisation decisions Shibboleth-based access-management to information resources via an institutional portal, using uPortal toolkit –SigNet? –PERMIS? Authority management for “short-term virtual organisations” –LSE Alumni Special Interest Groups

15. Slide 15, July 20th 2004 Climbing the slope PEPC 2004, Nottingham PERSEUS Project Follows-on from JISC SECURe Project at LSE JISC funding: £250K ($450K) over 2 years –July 2004 to June 2006 Part of JISC Core Middleware:Technology Development Programme –…fitting within JISC Common Information Environment Using LSE as a testbed –Users (‘only’ about 10K directory identities) –Infrastructure –Resource licenses Producing: –Documented, scaleable campus models –Contribution to OSS developments of uPortal and SigNet

16. Slide 16, July 20th 2004 Climbing the slope PEPC 2004, Nottingham PERSEUS ‘Shibbolized’ architecture (external resources) portal CMS content CLR (eg) Organisational Domain Voyager library data Organisational Domain (eg)Jstor e-journals Shib AA -------------- (+ authority manager) YaleCAS (web ISO) CMS LDAP enterprise directory SITS student data STST STST HR staff data content STST STST STST STST CLR (eg) CMS STST content CMS STST content STST STST CLR = Collection-Level Registry S T = Shibboleth Target

17. Slide 17, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Architecture [2a]: What might happen portal??? (…in the V-C’s dreams!) Organisational Domain Library portal Admin portal SU portal L-R portal motivated departmental effort infinite(?) corporate effort

18. Slide 18, July 20th 2004 Climbing the slope PEPC 2004, Nottingham More than one portal? Learning portal? CLR (somebody else’s institutional) portal? Admin portal? Research portal? (VRE?)

19. Slide 19, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Bi-lateral short-term courses –LSE-Columbia DART Anthropology teaching project Regional resource-access deals –InforM25 London libraries National content licenses –EDINA, MIMAS data services Trans-national consortia –NEREUS portal for European Economics Research Portal interop scenarios

20. Slide 20, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Portal interop testbeds Regional inter-library portal: InforM25 (London regional libraries ‘clump’) Subject-specialized research portal: NEREUS (Europ. Economics Research) Shib-enabled resource non-Shib resource Campus ‘access-to- everything’ portal: LSE for You2 Shib-enabled proxy UK DSP resources Columbia Anthropology resources

21. Slide 21, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Alumni groups as Virtual Organisations 2,500/year registered with LSE Library 4,000 alumni email accounts Special interest groups –(e.g.) LSE Lawyers Group –(e.g.) American Friends of LSE –Self-administering –Semi-autonomous –Loose contractual relationships –…but politically highly significant / powerful

22. Slide 22, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Alumni groups as Virtual Organisations How can we model their (limited, but highly- valued) rights of access to restricted resources? …without compromising the value of ‘full member’ status for current staff & students …or our licence conditions for commercial resources How can we manage their dynamic nature? …or do we trust them to do that themselves?

23. Slide 23, July 20th 2004 Climbing the slope PEPC 2004, Nottingham PERSEUS relationships

24. Slide 24, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Involving real people Service providers Resource owners Students Academics-as-teachers Academics-as-researchers Academics-as-decision-makers

25. Slide 25, July 20th 2004 Climbing the slope PEPC 2004, Nottingham [LSE MIKE: Study view] LSE MIKE: end-user ‘Study’ view

26. Slide 26, July 20th 2004 Climbing the slope PEPC 2004, Nottingham [LSE MIKE: Life view] LSE MIKE: end-user ‘Life’ view

27. Slide 27, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Bringing Everyone Together At times it felt like …..

28. Slide 28, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Climbing the slope of increasing realism Focus groups, focus groups, focus groups Straw poll Training Budget negotiations Compromise Student Experience

29. Slide 29, July 20th 2004 Climbing the slope PEPC 2004, Nottingham Making the business case – killer apps. cv builder reference writer simple student record simple budget report

30. Slide 30, July 20th 2004 Climbing the slope PEPC 2004, Nottingham A long slow gentle incline…… Worlds Colliding or Coalescing?

31. Slide 31, July 20th 2004 Climbing the slope PEPC 2004, Nottingham JISC Common Information Environment: www.ukoln.ac.uk/distributed-systems/jisc-ie/arch/ www.ukoln.ac.uk/distributed-systems/jisc-ie/arch/ JISC Core Middleware Programmes: www.jisc.ac.uk/index.cfm?name=programme_middleware www.jisc.ac.uk/index.cfm?name=programme_middleware Internet2/MACE Shibboleth: http://shibboleth.internet2.edu/http://shibboleth.internet2.edu/ JA-SIG uPortal: http://www.uportal.org/http://www.uportal.org/ NMI-EDIT PERMIS: http://www.permis.org/http://www.permis.org/ MACE Signet: http://middleware.internet2.edu/signet/http://middleware.internet2.edu/signet/ Access Management, the Key to a Portal, Francisco Pinto and Michael Fraser, in Ariadne 35: http://www.ariadne.ac.uk/issue35/SPP/intro.htmlhttp://www.ariadne.ac.uk/issue35/SPP/intro.html LSE SECURe Project: www.angel.ac.uk/SECURewww.angel.ac.uk/SECURe Chris Cobb: c.cobb@lse.ac.uk John Paschoud: j.paschoud@lse.ac.uk [Further information] With thanks to EDS, Fallon advertising and IBM for permission to use video clips; To respective owners for use of logos and trademarks; All other content © the authors and LSE.