1. 1 The Evolving Definition of "Student": Identity Management at Duke University Klara Jelinkova Director, Computing Systems Office of Information Technology Lynne O’Brien Director, Academic Technology and Instructional Services, Perkins Library

2. 2 Presentation Overview Brief introduction of Identity Management at Duke New landscape in learning Case studies and IT responses

3. 3 Identity Management at Duke Historically based on Systems of record –Student –HR System Needs - teaching and learning –Group management (class lists) –Affiliates

4. 4 Populations Students –SISS Faculty and Staff –SAP Affiliates –Handled by a special process

5. 5 IdM increasingly complex at Duke because: Strategic plan emphasizes interdisciplinary work, global connections Growing use of group work and project based learning means courses include more than students & professors Research groups span institutions and countries

6. 6 Technology systems need to: Be able to interact with people outside of Duke in order to achieve university goals Respond to way people do their work and interact Be secure and protect intellectual property

7. 7 Driver: Course management system Online discussions with outside experts Non-course reviewers of student papers and projects Non-Duke guest content providers Etc. Increased use of Blackboard for courses led to increased need for non-course members to have access to the course site.

8. In Black and White Professor Tim Tyson http://cds.aas.duke.edu/south / Addresses strategic goal of student- community engagement Raises challenges for identity management related to the course

9. 9 Initial strategies Add people into student information system as special students (but many participants aren’t really students at all) Create Blackboard-only accounts

10. 10 Challenges Planning to upgrade Blackboard and move to Shibboleth authentication What to do with Blackboard-only accounts 4128 Blackboard-only accounts 3560 Bb-only accounts with at least one valid enrollment in a course or organization

11. 11 Non-traditional Student Working Group Campus wide initiative sponsored by Jim Roberts (Executive Vice Provost) and Billy Herndon (AVP, Administrative Systems) Managed by Sue Jarrell (Associate Director Student Information Systems) and Anne Marie Alexander (Sr. Manager, Electronic Access Services)

12. 12 Non-traditional Student Working Group Many stakeholders and Systems Elements of Solution –Governance –Standards –Systems of Record (SoR) –Self-Service Account creation

13. 13 BlackBoard only users - SoR Licensing issues Process Institutional commitment and record management Data management

14. 14 CIT Identity provisioning Resolution closer to the business process CIT mastering identities Accounts separate from traditional institutionally sponsored NetIDs Separate level of assurance Separate ID lifecycle

15. 15 Courses Research program Interdisciplinary Multi-institutional Faculty member in Center for Latin American and Caribbean studies Professor of Sociology Researcher in Social Science Research Institute Gary Gereffi http://www.soc.duke.edu/NC_GlobalEconomy/index.shtml http://www.ssri.duke.edu/index.php

16. 16 Active collaboration across: Faculty, staff and students at Duke, in multiple departments, centers and schools Members of local community Businesses in NC Other Universities in U.S. and abroad Grant agencies Government agencies Not limited to a semester

17. 17 Blackboard is not enough (and Bb-only accounts won’t do) Use of data from licensed library resources Research projects linking students & businesses Web 2.0 tools to encourage collaboration and input Public and private websites for group projects

18. 18 Responding to the challenges Short and medium term –CIT managed identities Open Source services (wiki example) –Shibboleth –Institutionally sponsored as well as CIT mastered accounts

19. 19 Long Term Long Term Federations –InCommon –NC Educational Institutions Considering extending identity services beyond Duke

20. 20 Lessons Learned Collaboration between Office of Information Technology and Center for Instructional Technology has been useful (need both functional requirements and technical solutions) Need to find balance between meeting people where they are and exerting control (e.g. non-institutional tools)

21. 21 http://cit.duke.edu/help/consult/web20.html

22. 22 Continuing Challenges IdM (collaborator IDs, student) Tension between need for privacy and security and desire for openness (need both within the same project) Policy issues are tricky Identity and access Projects last but people come and go - who owns things when people leave? Who owns the materials on a project team or in a course site taught by multiple instructors?