Hi,

I prefer Elsevier's approach, personalization based on pairwise-id/eduPersonTargetedID.
Another sign in for personalisation on top of institutional sign in is adding complexity, 
it leads to worse user experience IMHO.

Cheers
                    Jiri
   


On Mon, Mar 15, 2021 at 5:01 PM Bernd Oberknapp <bo@ub.uni-freiburg.de> wrote:
Hi,

I agree. The SP should not enforce the release of
pairwise-id/eduPersonTargetedID, and if the IdP allows to release
pairwise-id/eduPersonTargetedID the user should have the choice, so that
the attribute is only released if the user wants to use the
personalization based on that attribute. Additionally, when no
pairwise-id/eduPersonTargetedID is passed to the SP, the SP still should
offer personalization based on a registered account (as most publishers
do, Elsevier as far as I know is one of very few publishers that don't
allow this when an institutional login is used.).

Best regards,
Bernd


On 15.03.21 16:46, Jiri Pavlik wrote:
 > Hi,
 >
 > IMHO there are users who wish to have anonymous access and there are
 > also users
 > who wish to have a profile, use personalisation. So a solution there
 > could be let users
 > decide about releasing pairwise-id (eduPersonTargetedID) using CAR.
 >
 > Best
 >                   Jiri
 >
 > On Mon, Mar 15, 2021 at 4:18 PM Jos Westerbeke <jos.westerbeke@eur.nl
 > <mailto:jos.westerbeke@eur.nl>> wrote:
 >
 >     Hi Jiri, Bernd et al,
 >
 >     thank you for this discussion. This is very meaningful for
 >     downplaying the FIM4L recommendations 4.A and 4.B to a more simple
 >     level.
 >
 >     We now have two recommendations which you have to (unfortunately)
 >     choose:
 >
 >     4.A. Transitory Access - eduPersonTargetedID as optional would be
 >     fine for this.
 >     4.B. Personalized Access - eduPersonTargetedID required.
 >     - And for 4.B the recommendation is to let it be for the SP side to
 >     offer a profile, voluntarily to configure by users. So that in any
 >     way IdP's do not have to release PII.
 >     (https://www.fim4l.org/?page_id=257)
 >
 >     What would we actually recommend for librarians? Wouldn't it be nice
 >     to have just one option? I think it is too difficult for librarians
 >     to choose here.
 >
 >     Reading the discussion, we can say that we cannot recommend going
 >     just for 4.B. And if librarians consider switching form IP to SAML
 >     they are very suspicious about privacy.
 >
 >     Can we recommend for both IdP's and SP's to go for 4.A?
 >
 >     What about recommending 4.A and have the option for 4.B when there
 >     is an agreement between IdP and SP about creating profiles, anchored
 >     in a contract?
 >
 >     Should we recommend a contract clausula alongside 4.B?
 >
 >     As far as I understand, I'm aware of what Meshna says: If you opt
 >     for 4.A then it is simply not possible to have a profile, which is
 >     very annoying if not impossible for our patrons.
 >
 >     Best,
 >     Jos
 >
 >
 >
 >
------------------------------------------------------------------------
 >     *From:* FIM4L <fim4l-bounces@lists.daasi.de
 >     <mailto:fim4l-bounces@lists.daasi.de>> on behalf of Jiri Pavlik
 >     <jiri.pavlik@techlib.cz <mailto:jiri.pavlik@techlib.cz>>
 >     *Sent:* 15 March 2021 14:58
 >     *To:* Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com
 >     <mailto:M.Koren@elsevier.com>>
 >     *Cc:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de>
 >     <fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de>>
 >     *Subject:* Re: [Fim4l] LexisNexis Advance
 >     Hi Meshna,
 >
 >     thanks a lot for the comments.
 >
 >     At Elsevier SP metadata [1] I can see:
 >       eduPersonEntitlement (required)
 >       eduPersonTargetedID (optional)
 >     in DFN-AAI, IDEM or Australian Access Federation.
 >
 >     At the SP metadata in eduGAIN / UK Federation there are no requested
 >     attributes.
 >     At the SP metadata in eduID.at, SWITCHaai, InCommon, RENATER I
can see:
 >         eduPersonEntitlement (required)
 >         eduPersonTargetedID (required)
 >
 >     It illustrates different approaches around the world how to express
 >     optional ePTID release
 >     in SP metadata and a challenge for one appropriate SP metadata in
 >     eduGAIN serving globally.
 >     To me
 >          eduPersonEntitlement (required)
 >          eduPersonTargetedID (optional)
 >     seems as the most appropriate.
 >
 >     Cheers
 >                        Jiri
 >
 >
 >     1.
 >
https://met.refeds.org/met/entity/https%253A%252F%252Fsdauth.sciencedirect.com%252F/
 >
<https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds.org%2Fmet%2Fentity%2Fhttps%25253A%25252F%25252Fsdauth.sciencedirect.com%25252F%2F&data=04%7C01%7Cjos.westerbeke%40eur.nl%7C79db2eedf41a41cdeec208d8e7ba85c2%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514136761630378%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=HmuCXxy9%2F1bQBVkGnsrbBcRmNJP9DsiETfB4g6uP0L4%3D&reserved=0>
 >
 >
 >
 >     On Mon, Mar 15, 2021 at 12:01 PM Koren, Meshna (ELS-AMS)
 >     <M.Koren@elsevier.com <mailto:M.Koren@elsevier.com>> wrote:
 >
 >         Please allow me to add something to this discussion. ____
 >
 >         __ __
 >
 >         "The university students and staff are free to use
 >         personalisation at Lexis Nexis,
 >         Elsevier, EBSCO, ProQuest services if they want to so
 >            eduPersonScopedAffiliation (required)
 >            eduPersonEntitlement  (required)
 >            eduPersonTargetedID (optional)..."
 >
 >         ____
 >
 >         The students and staff can only use personalization when the IdP
 >         releases ePTID (or pairwiseID), otherwise they can't. I am not
 >         sure that this is clear from the metadata nor that the labels we
 >         use to describe the required attributes are very clear on what
 >         'optional' means.____
 >
 >         __ __
 >
 >         For example, when a student accesses ScienceDirect they can read
 >         subscribed articles whether or not ePTID has been released for
 >         them, but if they want to 'create account' because they would
 >         like to save searches, alerts or their search history, they can
 >         only do that if the IdP has released a persistent identifier for
 >         them. Otherwise they can't, because there's nothing in their
 >         SAML assertions that allows us to recognize the returning
 >         individual. So we are working towards requiring a persistent ID.
 >         The personalization remains optional for the user.____
 >
 >         __ __
 >
 >         That may not be the same for other SPs, but it is valid for
 >         Elsevier. ____
 >
 >         __ __
 >
 >         Kind regards,____
 >
 >         Meshna____
 >
 >         __ __
 >
 >         __ __
 >
 >         *__ __*
 >
 >         *Meshna Koren**____*
 >
 >
 >         /Product Manager II____/
 >
 >         */Product Management - Identity and Access/**/- /**/Research
 >         Products/**/____/*
 >
 >         */__ __/*
 >
 >         */Elsevier BV/*/____/
 >
 >         /Radarweg 29, Amsterdam 1043 NX, The Netherlands____/
 >
 >         /m.koren@elsevier.com <mailto:m.koren@elsevier.com>____/
 >
 >         /__ __/
 >
 >         /Federated Access - SAML, Shibboleth, Corporate SSO, OpenAthens,
 >         Institutional Login____/
 >
 >         /__ __/
 >
 >         /Elsevier Access Support Center:
 >
https://service.elsevier.com/app/answers/list/c/10543/supporthub/elsevieraccess/
 >
<https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.elsevier.com%2Fapp%2Fanswers%2Flist%2Fc%2F10543%2Fsupporthub%2Felsevieraccess%2F&data=04%7C01%7Cjos.westerbeke%40eur.nl%7C79db2eedf41a41cdeec208d8e7ba85c2%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514136761640371%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=s2nQIh1Mocby%2Fnr0uG61jf%2Fg%2FWgqr%2FfHj6MhuH5sHHs%3D&reserved=0>____/
 >
 >         /for your questions about which access methods does Elsevier
 >         support, how to set them up, how do they work for users...____/
 >
 >         /__ __/
 >
 >         __ __
 >
 >         __ __
 >
 >         __ __
 >
 >         __ __
 >
 >         __ __
 >
 >         *From:* FIM4L <fim4l-bounces@lists.daasi.de
 >         <mailto:fim4l-bounces@lists.daasi.de>> *On Behalf Of *Jiri Pavlik
 >         *Sent:* Sunday, March 14, 2021 15:28
 >         *To:* Bernd Oberknapp <bo@ub.uni-freiburg.de
 >         <mailto:bo@ub.uni-freiburg.de>>
 >         *Cc:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de>
 >         *Subject:* Re: [Fim4l] LexisNexis Advance____
 >
 >         __ __
 >
 >         **** External email: use caution ****____
 >
 >         ____
 >
 >         Hi Bernd,
 >
 >         I see,
 >            eduPersonScopedAffiliation (required)
 >            eduPersonEntitlement  (required)
 >         is working for Freiburg University and
 >            eduPersonScopedAffiliation (required)
 >            eduPersonEntitlement  (required)
 >            eduPersonTargetedID (required)
 >         is not.
 >
 >         The university students and staff are free to use
 >         personalisation at Lexis Nexis,
 >         Elsevier, EBSCO, ProQuest services if they want to so
 >            eduPersonScopedAffiliation (required)
 >            eduPersonEntitlement  (required)
 >            eduPersonTargetedID (optional)
 >         is working for the University as well.
 >
 >         Is it correct?
 >
 >         All the best
 >
 >                    Jiri____
 >
 >         __ __
 >
 >             ____
 >
 >                 On Sat, Mar 13, 2021 at 2:40 PM Bernd Oberknapp
 >                 <bo@ub.uni-freiburg.de <mailto:bo@ub.uni-freiburg.de>>
 >                 wrote:____
 >
 >                     Hi Jiri,
 >
 >                     On 13.03.21 09:15, Jiri Pavlik wrote:
 >
 >                       > When checking ProQuest SP for ProQuest Central
 >                     in DFN-AAI metadata [1]
 >                       > I can see both eduPersonEntitlement and
 >                     eduPersonTargetedID as required
 >                       > attributes.
 >
 >                     I assume you mean the SP
 >                     https://shibboleth-sp.prod.proquest.com/shibboleth
 >
<https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7Cjos.westerbeke%40eur.nl%7C79db2eedf41a41cdeec208d8e7ba85c2%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514136761640371%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=bosxymzT3WPyXBdeX0NnT5AvLDmTecE%2BEbZe6krDBwk%3D&reserved=0>?
 >                     That's obviously
 >                     wrong, both eduPersonScopedAffiliation and
 >                     eduPersonEntitlement are
 >                     supported for authorization, but as far as I can
 >                     tell you don't have to
 >                     use them, and eduPersonTargetedID isn't required.
 >
 >                       > Is it safe to assume that if there is
 >                     personalisation capability at a
 >                       > library service then all German universities,
 >                     libraries are fine with
 >                       > releasing eduPersonTargetedID for recognising
 >                     returning users and
 >                       > eduPersonEntitlement, eduPersonScopedAffiliation
 >                     for authorisation?
 >
 >                     No. I can't speak for other IdPs, but in my opinion
 >                     that approach would
 >                     be wrong, users by default should be able to use
 >                     services anonymously,
 >                     without being recognized as a returning user. Based
 >                     on what I can see in
 >                     the admin tools, only a very small percentage of our
 >                     users actually uses
 >                     the personalization features, so releasing
 >                     eduPersonTargetedID by
 >                     default just for personalization isn't an option. If
 >                     publishers would
 >                     force us to send an eduPersonTargetedID just for
 >                     personalization I would
 >                     consider dropping Shibboleth for those publishers
 >                     and using our EZproxy
 >                     instead.
 >
 >                     Best regards,
 >                     Bernd
 >
 >                     --
 >                     Bernd Oberknapp
 >                     Gesamtleitung ReDI
 >
 >                     Albert-Ludwigs-Universität Freiburg
 >                     Universitätsbibliothek
 >                     Platz der Universität 2 | Postfach 1629
 >                     D-79098 Freiburg        | D-79016 Freiburg
 >
 >                     Telefon:  +49 761 203-3852
 >                     Telefax:  +49 761 203-3987
 >                     E-Mail: bo@ub.uni-freiburg.de
 >                     <mailto:bo@ub.uni-freiburg.de>
 >                     Internet: www.ub.uni-freiburg.de
 >
<https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cjos.westerbeke%40eur.nl%7C79db2eedf41a41cdeec208d8e7ba85c2%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514136761650360%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=eLOZmpzI51ttj9vd4uSNyCcFAAxIPZKUWoSATsoVq1k%3D&reserved=0>____
 >
 >
 >
------------------------------------------------------------------------
 >
 >         Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam,
 >         The Netherlands, Registration No. 33158992, Registered in The
 >         Netherlands.
 >
 >
 > _______________________________________________
 > FIM4L mailing list
 > FIM4L@lists.daasi.de
 > http://lists.daasi.de/listinfo/fim4l
 >


--
Bernd Oberknapp
Gesamtleitung ReDI

Albert-Ludwigs-Universität Freiburg
Universitätsbibliothek
Platz der Universität 2 | Postfach 1629
D-79098 Freiburg        | D-79016 Freiburg

Telefon:  +49 761 203-3852
Telefax:  +49 761 203-3987
E-Mail:   bo@ub.uni-freiburg.de
Internet: www.ub.uni-freiburg.de

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