
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 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? 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 Internet: www.ub.uni-freiburg.de

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.commailto: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/elsevieracc... 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 On Behalf Of Jiri Pavlik Sent: Sunday, March 14, 2021 15:28 To: Bernd Oberknapp bo@ub.uni-freiburg.de Cc: 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.demailto: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/shibbolethhttps://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7Cm.koren%40elsevier.com%7C6e4331c4f2e9492ecac708d8e6f57616%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637513289679030704%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=XSnyWQyJJ%2Fp4rroaY0U%2Fsg9H%2FOp8Q%2FxuLZTpBi%2F52C0%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.demailto:bo@ub.uni-freiburg.de Internet: www.ub.uni-freiburg.dehttps://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cm.koren%40elsevier.com%7C6e4331c4f2e9492ecac708d8e6f57616%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637513289679040698%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=Iq0reY93gKAa%2BhnY%2F5zsojsLKdQIOqdTHM3DkTtDb70%3D&reserved=0
________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

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.c...
On Mon, Mar 15, 2021 at 12:01 PM Koren, Meshna (ELS-AMS) < 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 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/elsevieracc... https://service.elsevier.com/app/answers/list/c/10543/supporthub/elsevieraccess/*
*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 *On Behalf Of *Jiri Pavlik *Sent:* Sunday, March 14, 2021 15:28 *To:* Bernd Oberknapp bo@ub.uni-freiburg.de *Cc:* 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 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://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7Cm.koren%40elsevier.com%7C6e4331c4f2e9492ecac708d8e6f57616%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637513289679030704%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=XSnyWQyJJ%2Fp4rroaY0U%2Fsg9H%2FOp8Q%2FxuLZTpBi%2F52C0%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 Internet: www.ub.uni-freiburg.de https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cm.koren%40elsevier.com%7C6e4331c4f2e9492ecac708d8e6f57616%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637513289679040698%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=Iq0reY93gKAa%2BhnY%2F5zsojsLKdQIOqdTHM3DkTtDb70%3D&reserved=0
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

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 on behalf of Jiri Pavlik jiri.pavlik@techlib.cz Sent: 15 March 2021 14:58 To: Koren, Meshna (ELS-AMS) M.Koren@elsevier.com Cc: fim4l@lists.daasi.de 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.c...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.commailto: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.commailto: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/elsevieracc...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.demailto:fim4l-bounces@lists.daasi.de> On Behalf Of Jiri Pavlik Sent: Sunday, March 14, 2021 15:28 To: Bernd Oberknapp <bo@ub.uni-freiburg.demailto:bo@ub.uni-freiburg.de> Cc: fim4l@lists.daasi.demailto: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.demailto: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/shibbolethhttps://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.demailto:bo@ub.uni-freiburg.de Internet: www.ub.uni-freiburg.dehttps://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.

I know it does not help matters, but I need to point out that eduPersonTargetedID is actually deprecated due to security concerns. Instead, organizations are encouraged to use the SAML attribute, subject-id (https://docs.oasis-open.org/security/saml-subject-id-attr/v1.0/cs01/saml-sub...).
Heather Flanagan — Translator of Geek to Human https://sphericalcowconsulting.com On Mar 15, 2021, 8:18 AM -0700, Jos Westerbeke 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 on behalf of Jiri Pavlik jiri.pavlik@techlib.cz Sent: 15 March 2021 14:58 To: Koren, Meshna (ELS-AMS) M.Koren@elsevier.com Cc: fim4l@lists.daasi.de 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.c...
On Mon, Mar 15, 2021 at 12:01 PM Koren, Meshna (ELS-AMS) 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
Federated Access - SAML, Shibboleth, Corporate SSO, OpenAthens, Institutional Login
Elsevier Access Support Center: https://service.elsevier.com/app/answers/list/c/10543/supporthub/elsevieracc... 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 On Behalf Of Jiri Pavlik Sent: Sunday, March 14, 2021 15:28 To: Bernd Oberknapp bo@ub.uni-freiburg.de Cc: 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 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?%C2%A0 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 Internet: www.ub.uni-freiburg.de
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

I assume the recommendation would be to use pairwise-id (not subject-id) for personalization, and eduPersonTargetedID as a fallback for IdPs or SPs that don't support pairwise-id yet.
If a SP supports eduPersonTargetedID it has to be prepared to transition to pairwise-id and preserve the personal accounts during that transition.
Best regards, Bernd
On 15.03.21 16:26, Heather Flanagan wrote:
I know it does not help matters, but I need to point out that eduPersonTargetedID is actually deprecated due to security concerns. Instead, organizations are encouraged to use the SAML attribute, subject-id
(https://docs.oasis-open.org/security/saml-subject-id-attr/v1.0/cs01/saml-sub...).
Heather Flanagan — Translator of Geek to Human https://sphericalcowconsulting.com On Mar 15, 2021, 8:18 AM -0700, Jos Westerbeke 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 on behalf of Jiri Pavlik jiri.pavlik@techlib.cz *Sent:* 15 March 2021 14:58 *To:* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com *Cc:* fim4l@lists.daasi.de 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
https://met.refeds.org/met/entity/https%253A%252F%252Fsdauth.sciencedirect.c...
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/elsevieracc...
/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
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
------------------------------------------------------------------------
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
FIM4L mailing list FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4l

+1
On Mon, Mar 15, 2021 at 4:36 PM Bernd Oberknapp bo@ub.uni-freiburg.de wrote:
I assume the recommendation would be to use pairwise-id (not subject-id) for personalization, and eduPersonTargetedID as a fallback for IdPs or SPs that don't support pairwise-id yet.
If a SP supports eduPersonTargetedID it has to be prepared to transition to pairwise-id and preserve the personal accounts during that transition.
Best regards, Bernd
On 15.03.21 16:26, Heather Flanagan wrote:
I know it does not help matters, but I need to point out that eduPersonTargetedID is actually deprecated due to security concerns. Instead, organizations are encouraged to use the SAML attribute, subject-id
( https://docs.oasis-open.org/security/saml-subject-id-attr/v1.0/cs01/saml-sub... ).
Heather Flanagan — Translator of Geek to Human https://sphericalcowconsulting.com On Mar 15, 2021, 8:18 AM -0700, Jos Westerbeke 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 on behalf of Jiri Pavlik jiri.pavlik@techlib.cz *Sent:* 15 March 2021 14:58 *To:* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com *Cc:* fim4l@lists.daasi.de 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
https://met.refeds.org/met/entity/https%253A%252F%252Fsdauth.sciencedirect.c...
< https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds...
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/elsevieracc...
< https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.el...
____/
/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...
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-...
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
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
FIM4L mailing list FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4l

Hi Jos,
Please also look into the REFEDS entity categories and the recent work there. If your recommendations to librarians propose some new concepts or terminology (transitory access), or parallel decision making, that's going to cause a lot of confusion.
We're trying to build a system where the attribute release is automated while at the same time appropriate. If an SP requests pseudonymous entity category but the librarian makes a different decision, what happens then? The system breaks, the user has bad experience, people spend time troubleshooting and fixing.
I understand it may be difficult for some people to take my word for it, but we, too, take the user privacy seriously. And libraries should be guarding user data, by all means, they just need to be informed correctly.
Thanks, Meshna
From: Heather Flanagan hlf@sphericalcowconsulting.com Sent: Monday, March 15, 2021 16:26 To: Jiri Pavlik jiri.pavlik@techlib.cz; Koren, Meshna (ELS-AMS) M.Koren@elsevier.com; Jos Westerbeke jos.westerbeke@eur.nl Cc: fim4l@lists.daasi.de Subject: Re: [Fim4l] LexisNexis Advance
*** External email: use caution ***
I know it does not help matters, but I need to point out that eduPersonTargetedID is actually deprecated due to security concerns. Instead, organizations are encouraged to use the SAML attribute, subject-id (https://docs.oasis-open.org/security/saml-subject-id-attr/v1.0/cs01/saml-sub...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdocs.oasis-open.org%2Fsecurity%2Fsaml-subject-id-attr%2Fv1.0%2Fcs01%2Fsaml-subject-id-attr-v1.0-cs01.pdf&data=04%7C01%7CM.Koren%40elsevier.com%7C6538b3a981044dead48d08d8e7c6b037%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514188524240324%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=D7BExNGDJEAGUl2lF%2ByY0lVo9vLeyHP5ENac48Y6BCs%3D&reserved=0).
Heather Flanagan - Translator of Geek to Human https://sphericalcowconsulting.comhttps://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsphericalcowconsulting.com%2F&data=04%7C01%7CM.Koren%40elsevier.com%7C6538b3a981044dead48d08d8e7c6b037%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514188524250314%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=4Vdm41YFnRzfELUGZp%2B%2Bn0yZq3nyRPOUwavep3aSbjo%3D&reserved=0 On Mar 15, 2021, 8:18 AM -0700, Jos Westerbeke 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 on behalf of Jiri Pavlik jiri.pavlik@techlib.cz Sent: 15 March 2021 14:58 To: Koren, Meshna (ELS-AMS) M.Koren@elsevier.com Cc: fim4l@lists.daasi.de 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.c...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds.org%2Fmet%2Fentity%2Fhttps%25253A%25252F%25252Fsdauth.sciencedirect.com%25252F%2F&data=04%7C01%7CM.Koren%40elsevier.com%7C6538b3a981044dead48d08d8e7c6b037%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514188524250314%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=QzMmiXfk0mpoaj%2FL%2BsSThMOsEjTNAjopxFSyMOEHFgs%3D&reserved=0
On Mon, Mar 15, 2021 at 12:01 PM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.commailto: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.commailto: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/elsevieracc...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.elsevier.com%2Fapp%2Fanswers%2Flist%2Fc%2F10543%2Fsupporthub%2Felsevieraccess%2F&data=04%7C01%7CM.Koren%40elsevier.com%7C6538b3a981044dead48d08d8e7c6b037%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514188524260311%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=Sz7%2F5CmZUFGQrpTHNfvs5DBquoA%2Bty2inLn6WO91vsc%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.demailto:fim4l-bounces@lists.daasi.de> On Behalf Of Jiri Pavlik Sent: Sunday, March 14, 2021 15:28 To: Bernd Oberknapp <bo@ub.uni-freiburg.demailto:bo@ub.uni-freiburg.de> Cc: fim4l@lists.daasi.demailto: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.demailto: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/shibbolethhttps://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7CM.Koren%40elsevier.com%7C6538b3a981044dead48d08d8e7c6b037%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514188524260311%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=kJ9GtR52J3od7YeoshhBJUVyu4ABNytCuFIHAyobzjo%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.demailto:bo@ub.uni-freiburg.de Internet: www.ub.uni-freiburg.dehttps://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7CM.Koren%40elsevier.com%7C6538b3a981044dead48d08d8e7c6b037%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514188524270306%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=HH1D%2FwDI4OMLJOvTJTJE%2Bf%2Bu64spTs%2B3fbxPp6RkWYI%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
________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Hi Meshna,
this could be addressed in the way I've described - as a result there only would be one category with an optional pairwise-id/eduPersonTargetedID, and the user would have the choice.
Note that enforcing the release of a pairwise-id/eduPersonTargetedID that actually isn't required for a service is problematic - if a users would object to releasing this attribute this would get the IdP operator or library into trouble. Giving the user the choice solves this problem.
Best regards, Bernd
On 15.03.21 17:35, Koren, Meshna (ELS-AMS) wrote:
Hi Jos,
Please also look into the REFEDS entity categories and the recent work there. If your recommendations to librarians propose some new concepts or terminology (transitory access), or parallel decision making, that's going to cause a lot of confusion.
We're trying to build a system where the attribute release is automated while at the same time appropriate. If an SP requests pseudonymous entity category but the librarian makes a different decision, what happens then? The system breaks, the user has bad experience, people spend time troubleshooting and fixing.
I understand it may be difficult for some people to take my word for it, but we, too, take the user privacy seriously. And libraries should be guarding user data, by all means, they just need to be informed
correctly.
Thanks,
Meshna
*From:* Heather Flanagan hlf@sphericalcowconsulting.com *Sent:* Monday, March 15, 2021 16:26 *To:* Jiri Pavlik jiri.pavlik@techlib.cz; Koren, Meshna (ELS-AMS) M.Koren@elsevier.com; Jos Westerbeke jos.westerbeke@eur.nl *Cc:* fim4l@lists.daasi.de *Subject:* Re: [Fim4l] LexisNexis Advance
**** External email: use caution ****
I know it does not help matters, but I need to point out that eduPersonTargetedID is actually deprecated due to security concerns. Instead, organizations are encouraged to use the SAML attribute, subject-id
(https://docs.oasis-open.org/security/saml-subject-id-attr/v1.0/cs01/saml-sub...
Heather Flanagan — Translator of Geek to Human https://sphericalcowconsulting.com
On Mar 15, 2021, 8:18 AM -0700, Jos Westerbeke 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> on behalf of Jiri Pavlik <jiri.pavlik@techlib.cz> *Sent:* 15 March 2021 14:58 *To:* Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com> *Cc:* fim4l@lists.daasi.de <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.c...
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/elsevieracc...
/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
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
------------------------------------------------------------------------
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
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

Hi,
Just want to say I agree with Meshna that "This system is too complicated for users to be able to make informed decisions." About the matter at hand.
Best, Jos
________________________________ From: FIM4L fim4l-bounces@lists.daasi.de on behalf of Bernd Oberknapp bo@ub.uni-freiburg.de Sent: 15 March 2021 18:03 To: fim4l@lists.daasi.de fim4l@lists.daasi.de Subject: Re: [Fim4l] LexisNexis Advance
Hi Meshna,
this could be addressed in the way I've described - as a result there only would be one category with an optional pairwise-id/eduPersonTargetedID, and the user would have the choice.
Note that enforcing the release of a pairwise-id/eduPersonTargetedID that actually isn't required for a service is problematic - if a users would object to releasing this attribute this would get the IdP operator or library into trouble. Giving the user the choice solves this problem.
Best regards, Bernd
On 15.03.21 17:35, Koren, Meshna (ELS-AMS) wrote:
Hi Jos,
Please also look into the REFEDS entity categories and the recent work there. If your recommendations to librarians propose some new concepts or terminology (transitory access), or parallel decision making, that's going to cause a lot of confusion.
We're trying to build a system where the attribute release is automated while at the same time appropriate. If an SP requests pseudonymous entity category but the librarian makes a different decision, what happens then? The system breaks, the user has bad experience, people spend time troubleshooting and fixing.
I understand it may be difficult for some people to take my word for it, but we, too, take the user privacy seriously. And libraries should be guarding user data, by all means, they just need to be informed
correctly.
Thanks,
Meshna
*From:* Heather Flanagan hlf@sphericalcowconsulting.com *Sent:* Monday, March 15, 2021 16:26 *To:* Jiri Pavlik jiri.pavlik@techlib.cz; Koren, Meshna (ELS-AMS) M.Koren@elsevier.com; Jos Westerbeke jos.westerbeke@eur.nl *Cc:* fim4l@lists.daasi.de *Subject:* Re: [Fim4l] LexisNexis Advance
**** External email: use caution ****
I know it does not help matters, but I need to point out that eduPersonTargetedID is actually deprecated due to security concerns. Instead, organizations are encouraged to use the SAML attribute, subject-id
(https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdocs.oasis...
Heather Flanagan — Translator of Geek to Human https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsphericalc...
On Mar 15, 2021, 8:18 AM -0700, Jos Westerbeke 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://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.fim4l.org%2F%3Fpage_id%3D257&data=04%7C01%7Cjos.westerbeke%40eur.nl%7Cc0436c14482a495fd19f08d8e7d796a8%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514260980848987%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=4kH%2FirgOHDYzhkrHRoi0Ao1Hfs8aL85UtzyG4%2F1J2F0%3D&reserved=0) 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> on behalf of Jiri Pavlik <jiri.pavlik@techlib.cz> *Sent:* 15 March 2021 14:58 *To:* Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com> *Cc:* fim4l@lists.daasi.de <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://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds...
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://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.el...
/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://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7Cjos.westerbeke%40eur.nl%7Cc0436c14482a495fd19f08d8e7d796a8%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514260980858981%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=5BveoLe5HjYZjpKg0F3zOzj%2B8xMsYXs0ovWwPNYkaNU%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: https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cjos.westerbeke%40eur.nl%7Cc0436c14482a495fd19f08d8e7d796a8%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514260980858981%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=ElTwfCzuKdJ5%2B0dsn8LSj%2BI90awy9mnU12j9E%2FnerK8%3D&reserved=0
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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 https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Flists.daasi.de%2Flistinfo%2Ffim4l&data=04%7C01%7Cjos.westerbeke%40eur.nl%7Cc0436c14482a495fd19f08d8e7d796a8%7C715902d6f63e4b8d929b4bb170bad492%7C0%7C0%7C637514260980858981%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=Ms2%2Bi4n0iDo5880asMTNQCLaL%2BDI5wS8j%2B4nS%2FIIbj0%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 https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Flists.daasi...
-- 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: https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-...

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 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 on behalf of Jiri Pavlik < jiri.pavlik@techlib.cz> *Sent:* 15 March 2021 14:58 *To:* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com *Cc:* fim4l@lists.daasi.de 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
https://met.refeds.org/met/entity/https%253A%252F%252Fsdauth.sciencedirect.c... 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> 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 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/elsevieracc... 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 *On Behalf Of *Jiri Pavlik *Sent:* Sunday, March 14, 2021 15:28 *To:* Bernd Oberknapp bo@ub.uni-freiburg.de *Cc:* 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 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 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.

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.c...
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/elsevieracc...
/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
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
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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

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.c...
< https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds...
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/elsevieracc...
< https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.el...
____/
/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...
? 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-...
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
FIM4L mailing list FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4l

Hi Jiri,
actually that approach only improves the user experience as long as a user is only affiliated with a single institution. If the user is affiliated with multiple institutions or leaves the institution (and probably also for other some use cases), a personal account not based on an institutional identity might be the better choice (at least as long users don't have an edu-ID).
Best regards, Bernd
On 15.03.21 17:20, Jiri Pavlik wrote:
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 mailto: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> > <mailto: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> > <mailto: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> <mailto: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> > <mailto:M.Koren@elsevier.com <mailto:M.Koren@elsevier.com>>> > *Cc:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de> <mailto:fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de>> > <fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de> <mailto: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.c...
>
> > > > On Mon, Mar 15, 2021 at 12:01 PM Koren, Meshna (ELS-AMS) > <M.Koren@elsevier.com <mailto:M.Koren@elsevier.com> <mailto: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> <mailto: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/elsevieracc...
>
> > /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> > <mailto: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> > <mailto:bo@ub.uni-freiburg.de <mailto:bo@ub.uni-freiburg.de>>> > *Cc:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de> <mailto: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> <mailto: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 >
> 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> > <mailto:bo@ub.uni-freiburg.de <mailto:bo@ub.uni-freiburg.de>> > Internet: www.ub.uni-freiburg.de <http://www.ub.uni-freiburg.de> >
> > >
------------------------------------------------------------------------
> > 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 <mailto: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 <mailto:bo@ub.uni-freiburg.de> Internet: www.ub.uni-freiburg.de <http://www.ub.uni-freiburg.de> _______________________________________________ FIM4L mailing list FIM4L@lists.daasi.de <mailto:FIM4L@lists.daasi.de> http://lists.daasi.de/listinfo/fim4l

"when no pairwise-id/eduPersonTargetedID is passed to the SP, the SP still should offer personalization based on a registered account ."
Human users tend to re-use passwords, and instead of protecting themselves behind the institutional credentials, they are sharing the password with SPs during the 'registration' and make themselves vulnerable. That's not how federated access is meant to work.
Also; as far as the user's choice goes; users don't understand what the consequences of releasing or not releasing a pesudonymous attribute are, and why should they. This system is too complicated for users to be able to make informed decisions. If you don't trust the SPs that they are not going to abuse personal data than that is what you need to address.
Kind regards, Meshna
From: FIM4L fim4l-bounces@lists.daasi.de On Behalf Of Jiri Pavlik Sent: Monday, March 15, 2021 17:20 To: Bernd Oberknapp bo@ub.uni-freiburg.de Cc: fim4l@lists.daasi.de Subject: Re: [Fim4l] LexisNexis Advance
*** External email: use caution ***
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.demailto: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.nlmailto:jos.westerbeke@eur.nl <mailto:jos.westerbeke@eur.nlmailto: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<https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.fim4l.org%2F%3Fpage_id%3D257&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969810667%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=Wh%2Bu9YEI%2F3sYdlaTObMsjXxNkmBwmD0taBzxqLOV9xU%3D&reserved=0>) 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> <mailto: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> <mailto: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> <mailto:M.Koren@elsevier.com<mailto:M.Koren@elsevier.com>>> *Cc:* fim4l@lists.daasi.de<mailto:fim4l@lists.daasi.de> <mailto:fim4l@lists.daasi.de<mailto:fim4l@lists.daasi.de>> <fim4l@lists.daasi.de<mailto:fim4l@lists.daasi.de> <mailto: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.c...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds.org%2Fmet%2Fentity%2Fhttps%25253A%25252F%25252Fsdauth.sciencedirect.com%25252F%2F&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969810667%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=b01fwSj0W%2FWoz7GW2kFiIwOfzMe5FcCiLHMaSKlpKjQ%3D&reserved=0
<https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmet.refeds.org%2Fmet%2Fentity%2Fhttps%25253A%25252F%25252Fsdauth.sciencedirect.com%25252F%2F&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969820661%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=BxhOdFBZefM0OGPHc9s6s44z3z%2BFV3fvkQE5g5ACV7U%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> <mailto: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> <mailto: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/elsevieracc...
<https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.el...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fservice.elsevier.com%2Fapp%2Fanswers%2Flist%2Fc%2F10543%2Fsupporthub%2Felsevieraccess%2F&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969820661%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=AcpIIHwKpLXqCrf5nETrU9ZssbfJqdG99rKW7ZYJWJE%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> <mailto: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> <mailto:bo@ub.uni-freiburg.de<mailto:bo@ub.uni-freiburg.de>>> *Cc:* fim4l@lists.daasi.de<mailto:fim4l@lists.daasi.de> <mailto: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> <mailto: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://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969830664%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=PQnwsk6KiMW%2BumNIwRo3PGEplOW5v7sOeUJM7JxdnKY%3D&reserved=0>
<https://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth...https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fshibboleth-sp.prod.proquest.com%2Fshibboleth&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969830664%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=PQnwsk6KiMW%2BumNIwRo3PGEplOW5v7sOeUJM7JxdnKY%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> <mailto:bo@ub.uni-freiburg.de<mailto:bo@ub.uni-freiburg.de>> Internet: www.ub.uni-freiburg.de<https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969840659%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=5fMzOWDj9wKhMpzJd4ESV15b9m46mWJKup2QHh9xJ1s%3D&reserved=0>
<https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-...https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969840659%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=5fMzOWDj9wKhMpzJd4ESV15b9m46mWJKup2QHh9xJ1s%3D&reserved=0>____
------------------------------------------------------------------------
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.
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-- 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.demailto:bo@ub.uni-freiburg.de Internet: www.ub.uni-freiburg.dehttps://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.ub.uni-freiburg.de%2F&data=04%7C01%7Cm.koren%40elsevier.com%7Cf49b5026b5154b7b0f9108d8e7ce42d5%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514220969850644%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C2000&sdata=WClmQBfYEhDbIBxyHejIEXkCnSKtlgDqMKZNF19ITME%3D&reserved=0
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________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Hi Meshna,
On 15.03.21 18:14, Koren, Meshna (ELS-AMS) wrote:
"when no pairwise-id/eduPersonTargetedID is passed to the SP, the SP still should offer personalization based on a registered account ."
Human users tend to re-use passwords, and instead of protecting themselves behind the institutional credentials, they are sharing the password with SPs during the 'registration' and make themselves vulnerable. That's not how federated access is meant to work.
if you regard a registration as not secure enough, that's of course your choice. Maybe you could consider offering different options like PubMed does.
Also; as far as the user's choice goes; users don't understand what the consequences of releasing or not releasing a pesudonymous attribute are, and why should they. This system is too complicated for users to be able to make informed decisions.
Well, if the users don't understand why they release PII like a pairwise-id/eduPersonTargetedID, then we have a fundamental problem, because the consent wouldn't be free and informed and therefore would be invalid. So we have to explain this in a way the users can understand.
If you don't trust the SPs that they are not going to abuse personal data than that is what you need to address.
If an IdP doesn't trust an SP, an attribute like pairwise-id/eduPersonTargetedID of course shouldn't be released at all, and the trust issue indeed would have to be addressed. But that's not my point. The point is that we cannot force users to consent to releasing PII (like a pairwise-id/eduPersonTargetedID) that isn't necessary (if the user doesn't want to use the personalization) and deny access to resources necessary for their studies or research if the users don't give their consent - that again wouldn't be free and informed consent.
So this could get the institution into trouble, unless there is a comparable alternative (back to IP based access?) the users could be pointed to if they don't want the information to be released. Or the institution would have to argue that no consent is needed because releasing the attribute is necessary (which would be difficult for an optional feature like personalization).
Best regards, Bernd

* Bernd Oberknapp bo@ub.uni-freiburg.de [2021-03-15 19:53]:
The point is that we cannot force users to consent to releasing PII (like a pairwise-id/eduPersonTargetedID) that isn't necessary (if the user doesn't want to use the personalization) and deny access to resources necessary for their studies or research if the users don't give their consent - that again wouldn't be free and informed consent.
Maybe my issues with the paragraph above are due to merely phrasing things in an unfortunate way (I'm not discounting the possibilty that we all agree on these issues), but not knowing that for sure all I have to go on is what's written above. To which I'll say this:
You can't ever "force users to consent", obviously. (You can certainly ask them to consent, though. Unless consent is not the legal basis for processing, see below.) And asking for consent in cases where the processing "isn't necessary" is exactly the right case to be asking for consent, IMO. Vice versa, asking for consent to processing that's necessary (e.g. GDPR Art. 6 1 b) is wrong anyway, then the legal bases is not consent and you shouldn't give the impression it is by asking for it.
Best, -peter

Hi Peter,
On 15.03.21 20:07, Peter Schober wrote:
- Bernd Oberknapp bo@ub.uni-freiburg.de [2021-03-15 19:53]:
The point is that we cannot force users to consent to releasing PII (like a pairwise-id/eduPersonTargetedID) that isn't necessary (if the user doesn't want to use the personalization) and deny access to resources necessary for their studies or research if the users don't give their consent - that again wouldn't be free and informed consent.
Maybe my issues with the paragraph above are due to merely phrasing things in an unfortunate way (I'm not discounting the possibilty that we all agree on these issues), but not knowing that for sure all I have to go on is what's written above. To which I'll say this:
You can't ever "force users to consent", obviously. (You can certainly ask them to consent, though. Unless consent is not the legal basis for processing, see below.) And asking for consent in cases where the processing "isn't necessary" is exactly the right case to be asking for consent, IMO. Vice versa, asking for consent to processing that's necessary (e.g. GDPR Art. 6 1 b) is wrong anyway, then the legal bases is not consent and you shouldn't give the impression it is by asking for it.
the wording was indeed unfortunate. What I was trying to say is that if consent is used as a legal basis, the user must have a choice to not release the attribute and still get access to the resource (or have an comparable alternative to the institutional login), and that using a different legal basis might be difficult.
Best regards, Bernd

All, I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al. First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring. Peter’s proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn’t work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics. Finally, I share Peter’s realism about the scale issues in changing behaviors of IdP’s, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors. Ken

Hi Bernd, all,
I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.
But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap.
Let's explore something:
1. A user
A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.
They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.
2. There's a whole *trust infrastructure* in place for the IdP to be able to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
===
It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account.
We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).
I'm not sure what you're referring to by pointing to Pubmed, please elaborate.
Kind regards, Meshna
From: FIM4L fim4l-bounces@lists.daasi.de On Behalf Of Ken Klingenstein Sent: Tuesday, March 16, 2021 04:19 To: fim4l@lists.daasi.de Subject: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
All, I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al. First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring. Peter's proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn't work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics. Finally, I share Peter's realism about the scale issues in changing behaviors of IdP's, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors. Ken
________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Hi Meshna,
great to learn that Elsevier already supports accounts linking. Is it available at Science Direct? I'd love to try it out :-)
Best Jiri
On Tue, Mar 16, 2021 at 9:32 AM Koren, Meshna (ELS-AMS) < M.Koren@elsevier.com> wrote:
Hi Bernd, all,
I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.
But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap.
Let's explore something:
- A user
A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.
They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.
- There's a whole *trust infrastructure* in place for the IdP to be able
to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
===
It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account.
We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).
I'm not sure what you're referring to by pointing to Pubmed, please elaborate.
Kind regards,
Meshna
*From:* FIM4L fim4l-bounces@lists.daasi.de *On Behalf Of *Ken Klingenstein *Sent:* Tuesday, March 16, 2021 04:19 *To:* fim4l@lists.daasi.de *Subject:* [Fim4l] a few meta-comments about the LexisNexis Advance Thread
**** External email: use caution ****
All,
I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al.
First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring.
Peter’s proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn’t work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics.
Finally, I share Peter’s realism about the scale issues in changing behaviors of IdP’s, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors.
Ken
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

Yes Jiri!
There are several different linking flows that you can go into, depending on whether your existing Elsevier user account is email/pw or institutional credential, and depending on whether you want to add a new email to it, or a new institutional credential, or a password... Why don't you explore it :)
Cheers, Meshna
From: Jiri Pavlik jiri.pavlik@techlib.cz Sent: Tuesday, March 16, 2021 09:5 To: Koren, Meshna (ELS-AMS) M.Koren@elsevier.com Cc: fim4l@lists.daasi.de Subject: Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
Hi Meshna,
great to learn that Elsevier already supports accounts linking. Is it available at Science Direct? I'd love to try it out :-)
Best Jiri
On Tue, Mar 16, 2021 at 9:32 AM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.commailto:M.Koren@elsevier.com> wrote: Hi Bernd, all,
I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.
But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap.
Let's explore something:
1. A user
A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.
They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.
2. There's a whole *trust infrastructure* in place for the IdP to be able to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
===
It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account.
We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).
I'm not sure what you're referring to by pointing to Pubmed, please elaborate.
Kind regards, Meshna
From: FIM4L <fim4l-bounces@lists.daasi.demailto:fim4l-bounces@lists.daasi.de> On Behalf Of Ken Klingenstein Sent: Tuesday, March 16, 2021 04:19 To: fim4l@lists.daasi.demailto:fim4l@lists.daasi.de Subject: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
All, I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al. First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring. Peter's proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn't work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics. Finally, I share Peter's realism about the scale issues in changing behaviors of IdP's, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors. Ken
________________________________
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.demailto:FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4lhttps://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Flists.daasi.de%2Flistinfo%2Ffim4l&data=04%7C01%7CM.Koren%40elsevier.com%7C1d798e76cee44cd02b5f08d8e8587d71%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514814069076563%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=Uv1%2FqY3HwgXk6qn9IHV5lKypCQ44gmt24IEfEwUfFeQ%3D&reserved=0
________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Just signed with my National library of Technology account at SD and I can't see how to link my Tomas Bata University in Zlin account. Is there a how-to available? p-) Accessing university content enriched with a public library content would be amazing :-)
Cheers
Jiri
On Tue, Mar 16, 2021 at 11:14 AM Koren, Meshna (ELS-AMS) < M.Koren@elsevier.com> wrote:
Yes Jiri!
There are several different linking flows that you can go into, depending on whether your existing Elsevier user account is email/pw or institutional credential, and depending on whether you want to add a new email to it, or a new institutional credential, or a password... Why don't you explore it :)
Cheers,
Meshna
*From:* Jiri Pavlik jiri.pavlik@techlib.cz *Sent:* Tuesday, March 16, 2021 09:5 *To:* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com *Cc:* fim4l@lists.daasi.de *Subject:* Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
**** External email: use caution ****
Hi Meshna,
great to learn that Elsevier already supports accounts linking. Is it available at Science Direct?
I'd love to try it out :-)
Best
Jiri
On Tue, Mar 16, 2021 at 9:32 AM Koren, Meshna (ELS-AMS) < M.Koren@elsevier.com> wrote:
Hi Bernd, all,
I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.
But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap.
Let's explore something:
- A user
A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.
They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.
- There's a whole *trust infrastructure* in place for the IdP to be able
to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
===
It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account.
We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).
I'm not sure what you're referring to by pointing to Pubmed, please elaborate.
Kind regards,
Meshna
*From:* FIM4L fim4l-bounces@lists.daasi.de *On Behalf Of *Ken Klingenstein *Sent:* Tuesday, March 16, 2021 04:19 *To:* fim4l@lists.daasi.de *Subject:* [Fim4l] a few meta-comments about the LexisNexis Advance Thread
**** External email: use caution ****
All,
I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al.
First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring.
Peter’s proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn’t work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics.
Finally, I share Peter’s realism about the scale issues in changing behaviors of IdP’s, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors.
Ken
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 https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Flists.daasi.de%2Flistinfo%2Ffim4l&data=04%7C01%7CM.Koren%40elsevier.com%7C1d798e76cee44cd02b5f08d8e8587d71%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514814069076563%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=Uv1%2FqY3HwgXk6qn9IHV5lKypCQ44gmt24IEfEwUfFeQ%3D&reserved=0
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Hi Jiri,
I will send you a separate email, listing user accounts you already have with us...
There are two different things;
1. institutional entitlements -
Institutions pay for access and they also want to know what the real usage is, such as COUNTER reports, so it's not possible to get joint entitlements of multiple institutions at the same time. If you got access both NLT and Zlin at the same time, and downloaded an article from a journal to which both institutions happen to subscribe to, we wouldn't know whether to report the download through NLT or Zlin account, and it wouldn't be right to report it through both; that's just one example of why that's not possible (today, anyhow).
So as a user, if you have the rights to access Elsevier through mutliple institutions, you need to make a choice through which one you will get access. If you want to change the institution, you'll first need to sign out and then sign in via other means.
2. user identity -
This is what I was referring to; your user account is in your control and you should be able to sign in to it (and see your personal features) regardless of which institution you have access... although that may be tricky, too, because some personal features are linked to institutional subscriptions and you aren't able to view them without also having access to the product.
Now some users already have multiple user accounts (that's your situation) due to historical reasons and those can't be merged, the only solution is for them to contact our helpdesk and have the accounts they don't need, deleted.
The problem we have solved is in that when a user has one Elsevier account, but they change institution, or their institution changes access methods, or institution changes entityID or pseudonymous IDs, those user can sign in to their existing user account with their new credentials. And users can also add additional emails to their account to be sure they can still sign in to it after they don't have institutional email anymore...
In most cases what happens is that a user signs in with their new credentials, click on 'register' or 'crete account' and when they provide email, we detect and existing account and if they are able to confirm they are the owner of that mailbox, we will link their new credentials to their existing account. That's what you should try.
Kind regards, Meshna
From: Jiri Pavlik jiri.pavlik@techlib.cz Sent: Tuesday, March 16, 2021 11:37 To: Koren, Meshna (ELS-AMS) M.Koren@elsevier.com Cc: fim4l@lists.daasi.de Subject: Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
Just signed with my National library of Technology account at SD and I can't see how to link my Tomas Bata University in Zlin account. Is there a how-to available? p-) Accessing university content enriched with a public library content would be amazing :-)
Cheers
Jiri
On Tue, Mar 16, 2021 at 11:14 AM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.commailto:M.Koren@elsevier.com> wrote: Yes Jiri!
There are several different linking flows that you can go into, depending on whether your existing Elsevier user account is email/pw or institutional credential, and depending on whether you want to add a new email to it, or a new institutional credential, or a password... Why don't you explore it :)
Cheers, Meshna
From: Jiri Pavlik <jiri.pavlik@techlib.czmailto:jiri.pavlik@techlib.cz> Sent: Tuesday, March 16, 2021 09:5 To: Koren, Meshna (ELS-AMS) <M.Koren@elsevier.commailto:M.Koren@elsevier.com> Cc: fim4l@lists.daasi.demailto:fim4l@lists.daasi.de Subject: Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
Hi Meshna,
great to learn that Elsevier already supports accounts linking. Is it available at Science Direct? I'd love to try it out :-)
Best Jiri
On Tue, Mar 16, 2021 at 9:32 AM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.commailto:M.Koren@elsevier.com> wrote: Hi Bernd, all,
I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.
But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap.
Let's explore something:
1. A user
A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.
They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.
2. There's a whole *trust infrastructure* in place for the IdP to be able to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
===
It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account.
We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).
I'm not sure what you're referring to by pointing to Pubmed, please elaborate.
Kind regards, Meshna
From: FIM4L <fim4l-bounces@lists.daasi.demailto:fim4l-bounces@lists.daasi.de> On Behalf Of Ken Klingenstein Sent: Tuesday, March 16, 2021 04:19 To: fim4l@lists.daasi.demailto:fim4l@lists.daasi.de Subject: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
All, I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al. First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring. Peter's proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn't work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics. Finally, I share Peter's realism about the scale issues in changing behaviors of IdP's, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors. Ken
________________________________
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.demailto:FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4lhttps://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Flists.daasi.de%2Flistinfo%2Ffim4l&data=04%7C01%7CM.Koren%40elsevier.com%7C209a18944db24b848e2608d8e867704a%7C9274ee3f94254109a27f9fb15c10675d%7C0%7C0%7C637514878282742289%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=aTfdKB4W08xyXqLG9aV0CoQ65%2FJ6Fo0lrHSzYJbTuA8%3D&reserved=0
________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.
________________________________
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Hi Meshna,
I see, thanks a lot for the clarification.
I managed to link my institutional account to my personal e-mail address. That's great.
Let me suggest linking institutional accounts to personal Apple / Google / ORCID accounts in the future to avoid a need to set up a password at Elsevier account. There are SAML - Apple / Google / ORCID gateways available which can be used for the account linking and sign in using Apple / Google / ORCID account via SAML - https://www.eduid.cz/cs/tech/socialidps (info currently in Czech only, sorry)
Best Jiri
On Wed, Mar 17, 2021 at 1:29 PM Koren, Meshna (ELS-AMS) < M.Koren@elsevier.com> wrote:
Hi Jiri,
I will send you a separate email, listing user accounts you already have with us...
There are two different things;
- institutional entitlements -
Institutions pay for access and they also want to know what the real usage is, such as COUNTER reports, so it's not possible to get joint entitlements of multiple institutions at the same time. If you got access both NLT and Zlin at the same time, and downloaded an article from a journal to which both institutions happen to subscribe to, we wouldn't know whether to report the download through NLT or Zlin account, and it wouldn't be right to report it through both; that's just one example of why that's not possible (today, anyhow).
So as a user, if you have the rights to access Elsevier through mutliple institutions, you need to make a choice through which one you will get access. If you want to change the institution, you'll first need to sign out and then sign in via other means.
- user identity -
This is what I was referring to; your user account is in your control and you should be able to sign in to it (and see your personal features) regardless of which institution you have access... although that may be tricky, too, because some personal features are linked to institutional subscriptions and you aren't able to view them without *also* having access to the product.
Now some users already have multiple user accounts (that's your situation) due to historical reasons and those can't be merged, the only solution is for them to contact our helpdesk and have the accounts they don't need, deleted.
The problem we have solved is in that when a user has one Elsevier account, but they change institution, or their institution changes access methods, or institution changes entityID or pseudonymous IDs, those user can *sign in* to their existing user account with their new credentials. And users can also *add* additional emails to their account to be sure they can still sign in to it after they don't have institutional email anymore...
In most cases what happens is that a user signs in with their new credentials, click on 'register' or 'crete account' and when they provide email, we detect and existing account and if they are able to confirm they are the owner of that mailbox, we will link their new credentials to their existing account. That's what you should try.
Kind regards,
Meshna
*From:* Jiri Pavlik jiri.pavlik@techlib.cz *Sent:* Tuesday, March 16, 2021 11:37 *To:* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com *Cc:* fim4l@lists.daasi.de *Subject:* Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
**** External email: use caution ****
Just signed with my National library of Technology account at SD and I can't see how to link
my Tomas Bata University in Zlin account. Is there a how-to available? p-)
Accessing university content enriched with a public library content would be amazing :-)
Cheers
Jiri
On Tue, Mar 16, 2021 at 11:14 AM Koren, Meshna (ELS-AMS) < M.Koren@elsevier.com> wrote:
Yes Jiri!
There are several different linking flows that you can go into, depending on whether your existing Elsevier user account is email/pw or institutional credential, and depending on whether you want to add a new email to it, or a new institutional credential, or a password... Why don't you explore it :)
Cheers,
Meshna
*From:* Jiri Pavlik jiri.pavlik@techlib.cz *Sent:* Tuesday, March 16, 2021 09:5 *To:* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com *Cc:* fim4l@lists.daasi.de *Subject:* Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
**** External email: use caution ****
Hi Meshna,
great to learn that Elsevier already supports accounts linking. Is it available at Science Direct?
I'd love to try it out :-)
Best
Jiri
On Tue, Mar 16, 2021 at 9:32 AM Koren, Meshna (ELS-AMS) < M.Koren@elsevier.com> wrote:
Hi Bernd, all,
I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.
But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap.
Let's explore something:
- A user
A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.
They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.
- There's a whole *trust infrastructure* in place for the IdP to be able
to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
===
It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account.
We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).
I'm not sure what you're referring to by pointing to Pubmed, please elaborate.
Kind regards,
Meshna
*From:* FIM4L fim4l-bounces@lists.daasi.de *On Behalf Of *Ken Klingenstein *Sent:* Tuesday, March 16, 2021 04:19 *To:* fim4l@lists.daasi.de *Subject:* [Fim4l] a few meta-comments about the LexisNexis Advance Thread
**** External email: use caution ****
All,
I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al.
First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are exploring.
Peter’s proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn’t work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics.
Finally, I share Peter’s realism about the scale issues in changing behaviors of IdP’s, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving behaviors.
Ken
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.
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Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.
Elsevier B.V. Registered Office: Radarweg 29, 1043 NX Amsterdam, The Netherlands, Registration No. 33158992, Registered in The Netherlands.

Hi,
I would support that suggestion - that's what I meant with "consider offering different options like PubMed":
https://account.ncbi.nlm.nih.gov/
Unfortunately ORCID is hidden in the long list of "more login options" even though the NLN recommends ORCID as "a good option for researchers and other academics" in the FAQ.
Best regards, Bernd
On 17.03.21 15:16, Jiri Pavlik wrote:
Hi Meshna,
I see, thanks a lot for the clarification.
I managed to link my institutional account to my personal e-mail address. That's great.
Let me suggest linking institutional accounts to personal Apple / Google / ORCID accounts in the future to avoid a need to set up a password at Elsevier account. There are SAML - Apple / Google / ORCID gateways available which can be used for the account linking and sign in using Apple / Google / ORCID account via SAML - https://www.eduid.cz/cs/tech/socialidps (info currently in Czech only, sorry)
Best Jiri
On Wed, Mar 17, 2021 at 1:29 PM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com mailto:M.Koren@elsevier.com> wrote:
Hi Jiri,____ __ __ I will send you a separate email, listing user accounts you already have with us...____ __ __ There are two different things;____ __ __ 1. institutional entitlements -____ __ __ Institutions pay for access and they also want to know what the real usage is, such as COUNTER reports, so it's not possible to get joint entitlements of multiple institutions at the same time. If you got access both NLT and Zlin at the same time, and downloaded an article from a journal to which both institutions happen to subscribe to, we wouldn't know whether to report the download through NLT or Zlin account, and it wouldn't be right to report it through both; that's just one example of why that's not possible (today, anyhow). ____ __ __ So as a user, if you have the rights to access Elsevier through mutliple institutions, you need to make a choice through which one you will get access. If you want to change the institution, you'll first need to sign out and then sign in via other means.____ __ __ 2. user identity -____ __ __ This is what I was referring to; your user account is in your control and you should be able to sign in to it (and see your personal features) regardless of which institution you have access... although that may be tricky, too, because some personal features are linked to institutional subscriptions and you aren't able to view them without /also/ having access to the product.____ __ __ Now some users already have multiple user accounts (that's your situation) due to historical reasons and those can't be merged, the only solution is for them to contact our helpdesk and have the accounts they don't need, deleted. ____ __ __ The problem we have solved is in that when a user has one Elsevier account, but they change institution, or their institution changes access methods, or institution changes entityID or pseudonymous IDs, those user can /sign in/ to their existing user account with their new credentials. And users can also /add/ additional emails to their account to be sure they can still sign in to it after they don't have institutional email anymore...____ __ __ In most cases what happens is that a user signs in with their new credentials, click on 'register' or 'crete account' and when they provide email, we detect and existing account and if they are able to confirm they are the owner of that mailbox, we will link their new credentials to their existing account. That's what you should try.____ __ __ Kind regards,____ Meshna____ __ __ __ __ __ __ *From:* Jiri Pavlik <jiri.pavlik@techlib.cz <mailto:jiri.pavlik@techlib.cz>> *Sent:* Tuesday, March 16, 2021 11:37 *To:* Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com <mailto:M.Koren@elsevier.com>> *Cc:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de> *Subject:* Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread____ __ __ **** External email: use caution ****____ ____ Just signed with my National library of Technology account at SD and I can't see how to link ____ my Tomas Bata University in Zlin account. Is there a how-to available? p-) ____ Accessing university content enriched with a public library content would be amazing :-)____ __ __ Cheers____ __ __ Jiri____ __ __ ____ __ __ On Tue, Mar 16, 2021 at 11:14 AM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com <mailto:M.Koren@elsevier.com>> wrote:____ Yes Jiri! ____ ____ There are several different linking flows that you can go into, depending on whether your existing Elsevier user account is email/pw or institutional credential, and depending on whether you want to add a new email to it, or a new institutional credential, or a password... Why don't you explore it :)____ ____ Cheers,____ Meshna____ ____ ____ ____ *From:* Jiri Pavlik <jiri.pavlik@techlib.cz <mailto:jiri.pavlik@techlib.cz>> *Sent:* Tuesday, March 16, 2021 09:5 *To:* Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com <mailto:M.Koren@elsevier.com>> *Cc:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de> *Subject:* Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread____ ____ **** External email: use caution ****____ ____ Hi Meshna, ____ ____ great to learn that Elsevier already supports accounts linking. Is it available at Science Direct?____ I'd love to try it out :-)____ ____ Best____ Jiri____ ____ ____ On Tue, Mar 16, 2021 at 9:32 AM Koren, Meshna (ELS-AMS) <M.Koren@elsevier.com <mailto:M.Koren@elsevier.com>> wrote:____ Hi Bernd, all,____ ____ I'm all for a consent screen (yes, of the right kind :) ) and I hope the community will have a good discussion and take fine measures on it.____ ____ But the fact is that it's the IdPs homework to either trust or not trust an SP and to either send or not send any PII. You can't shove that responsibility into a user's lap. ____ ____ Let's explore something:____ ____ 1. A user____ ____ A user wants to read 3 articles that happen to be on 3 different platforms, and conveniently uses their institutional credentials for doing so. They sign in with one set of creds to their trusted website. They get access to articles and save or read them, and perhaps explore some related content or recommendations on one or more of those platforms. Perhaps they find something interesting and want to store some personal features; they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.____ ____ Next time they return via their institution, they will get access to other articles *and* their personal features.____ ____ Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times, and they don't need to sign out / sign in to be able to either read subscribed content or manage their personal features.____ ____ They don't have time and are not focused, during their workflow, to read, understand and comprehend the system behind this, and to make an informed decision of whether or not to allow the IdP to release a pseudonymous identifier (or any other data) to the SP behind that article. They also are never making a decision on whether to register or not at the point they are entering a new platform, that comes later.____ ____ 2. There's a whole *trust infrastructure* in place for the IdP to be able to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.____ ____ There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.____ ____ ===____ ____ It is possible to allow the user to keep their user accounts when they move between institutions or work for multiple ones, we've already done that. A person can easily sign in to their account with any credentials, as long as they're able to prove they're the same person when they link their new credentials to their existing Elsevier account. ____ ____ We want to make things easier *and* safer for users, not more complicated. Adding of an additional screen in front of a user always generates a ton of complaints from libraries and researchers. Breaking federated access flow into even more steps and introducing different sets of credentials is not doing anyone a favor, it breaks Seamless Access and similar tools that are built for that very purpose and it confuses people (once I get access, once I don't, no idea why, the publisher's site is broken).____ ____ I'm not sure what you're referring to by pointing to Pubmed, please elaborate.____ ____ Kind regards,____ Meshna____ ____ ____ *From:* FIM4L <fim4l-bounces@lists.daasi.de <mailto:fim4l-bounces@lists.daasi.de>> *On Behalf Of *Ken Klingenstein *Sent:* Tuesday, March 16, 2021 04:19 *To:* fim4l@lists.daasi.de <mailto:fim4l@lists.daasi.de> *Subject:* [Fim4l] a few meta-comments about the LexisNexis Advance Thread____ ____ **** External email: use caution ****____ ____ All,____ I just wanted to make a few comments about the thread going on about attribute release/consent for LexisNexis et al.____ First of all, it is the best discussion that I have seen about the details of attribute release, legal bases, personalization, etc. in the federated landscape. I really appreciate the issues and subtleties that we are
exploring.____
Peter’s proposal was rich with topics worth some exploring on their own. For example, the pluses and minuses of IdP vs SP consent approaches, including trust, consolidated user consent consoles, purpose of use fields. For example, developing a modest purpose of use taxonomy for R&E. (The new cookie-based consent taxonomy that the advertising industry did recently under GDPR prodding doesn’t work for us but is indicative that a simple set of purposes is possible.) For example, combining consent and notification (e.g. of a release based on legitimate interest) in a single UI. I hope we continue discussion on these and other topics.____ Finally, I share Peter’s realism about the scale issues in changing behaviors of IdP’s, but the FIM4R community has been successful in driving large scale IdP behavior changes (such as in incident handling). It is possible that FIM4L can find success in fostering privacy-preserving
behaviors.____
Ken____ ____ ____
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* Jiri Pavlik jiri.pavlik@techlib.cz [2021-03-17 15:16]:
I managed to link my institutional account to my personal e-mail address. That's great.
I shouldn't have to explain any of this but anyway:
By avoiding the requirement for the subject to log in from their home institution you're also preventing that institution from having a say in whether that subject should be able to access those resources -- when it's that institituion that's likely paying for that access.
So while "account linking" may seem "great" that cannot transfer the right to access institutionally licensed resoures to arbitrary external identities logging in from other services.
At the very least the SP would have to regularly force the subject to renew the "account linking" with the institutionally provided account in order to allow access to institutionally licensed resource when logging in from /other/ services -- but how regularly? And does the institution have a say in that? While Meshna will be able to tell us how Elsevier implements this what about *other* SPs that offer the same "convenience"?
Also I guess institutions will also be missing any reporting (e.g. the newly proposed eduPerson attrribute) for access to "their" licensed resources then that access is being made avaiable even when not using the institutional authentication / authorisation service?
So before people are proclaiming the greatness of account linking as a technical solution to (optional) personalised access to institutionally licensed resources I'd like to see how the problems introduced that way should be dealt with, ideally consistently across Service Providers.
-peter

Hi Peter,
Completely agree here, for more reasons than one, I gave our picture of this last week, attached. There are your personal settings which you can access in any way, as long as you can prove to us you are you, and then there are institutional entitlements that you can only access when you can prove your association with the institution as well.
Kind regards, Meshna
-----Original Message----- From: FIM4L fim4l-bounces@lists.daasi.de On Behalf Of Peter Schober Sent: Monday, March 22, 2021 12:53 To: fim4l@lists.daasi.de Subject: Re: [Fim4l] a few meta-comments about the LexisNexis Advance Thread
*** External email: use caution ***
* Jiri Pavlik jiri.pavlik@techlib.cz [2021-03-17 15:16]:
I managed to link my institutional account to my personal e-mail address. That's great.
I shouldn't have to explain any of this but anyway:
By avoiding the requirement for the subject to log in from their home institution you're also preventing that institution from having a say in whether that subject should be able to access those resources -- when it's that institituion that's likely paying for that access.
So while "account linking" may seem "great" that cannot transfer the right to access institutionally licensed resoures to arbitrary external identities logging in from other services.
At the very least the SP would have to regularly force the subject to renew the "account linking" with the institutionally provided account in order to allow access to institutionally licensed resource when logging in from /other/ services -- but how regularly? And does the institution have a say in that? While Meshna will be able to tell us how Elsevier implements this what about *other* SPs that offer the same "convenience"?
Also I guess institutions will also be missing any reporting (e.g. the newly proposed eduPerson attrribute) for access to "their" licensed resources then that access is being made avaiable even when not using the institutional authentication / authorisation service?
So before people are proclaiming the greatness of account linking as a technical solution to (optional) personalised access to institutionally licensed resources I'd like to see how the problems introduced that way should be dealt with, ideally consistently across Service Providers.
-peter _______________________________________________ FIM4L mailing list FIM4L@lists.daasi.de https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Flists.daasi...
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Hi Meshna,
On 16.03.21 09:32, Koren, Meshna (ELS-AMS) wrote:
- There's a whole *trust infrastructure* in place for the IdP to be
able to make an informed decision about what to send in SAML assertion in advance; the academic community has been working really hard for the last 20 years to build, maintain, scale and improve it; through federations, REFEDS, Baseline Expectations, CoCo, SIRTFI, etc.
There's room for improvement, it's a process, but what you're saying by inserting a 'pick and choose PII' screen between a user and an article is that as an IdP you essentially don't trust this trust infrastructure, and that a student is able to make a better decision about that than a manager of an IdP... and well, that's just not true.
no, what I'm saying is that the IdP manager/library can or at least should not make that decision on behalf of the user if the PII isn't required and consent is used as a legal basis. The IdP manager/library could try to make that decision for the user, but this could get the IdP manager/library into trouble if a user who doesn't want that PII to be released files a complaint.
And of course there is a legal obligation to at least inform the user about the release of PII, so we can't completely get rid of that screen. I like Peter's idea to inform the user on the SP side, but I think that would be problematic because at that point the PII already has been released.
What I indeed don't trust are the attribute declarations in the federation metadata, partially because of the technical limitations (no OR and therefore no possiblity to declare alternatives) but mainly because there are obviously different opinions about when "required" should be used. My definition would be: if I can omit an attribute and access still works, the attribute is optional, not required.
Best regards, Bernd

Meshna et al.,
When I proposed a way forward to enable (optional) personalisation features without the subject having a say about it: https://lists.daasi.de/pipermail/fim4l/2021-March/000432.html I explicitly excluded "local account registration" to keep this somewhat shorter and on-topic. Your own description heavily featured local account registration as an alternative means to achieve that so I'll finally (sorry for the delay) comment on that below.
* Koren, Meshna (ELS-AMS) M.Koren@elsevier.com [2021-03-16 09:32]:
they click on 'register' or the equivalent and are able to create local account, sometimes providing some additional information about themselves. <- There's nothing preventing them from focusing on the topic of their research in this flow and a local account will be linked to their pseudonymous ID.
Next time they return via their institution, they will get access to other articles *and* their personal features.
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times
Taken the above literally ("a local account will be linked to their pseudonymous ID") it would be easy to discount this solely on the fact that nowhere near all institutions/libraries today will be releasing such identifiers, "just in case", for optional personalisation features.
And if they /did/ always release a stable identifier the suggested "registration" for a "local account" wouldn't even be necessary as you'd already have a stable identifier to recognise returning subjects, i.e., you could already offer personalisation features without having to force/nudge the subject into creating a local account. In fact, it would be virtually identical to my proposal https://lists.daasi.de/pipermail/fim4l/2021-March/000432.html if you simply called the link for "local account registration" something like "Activate personalisation". Only in my proposal you'd ask that right away (at/immedeately after the subject logs in via her institution), making it clear(er) that no use of the identifier is being made before the subject has had a chance to dis-/agree. Whereas you are arguing for a (probably) less disruptive UX of asking *later* that comes at the cost of increased trust requirements that the service provider is not making use of that identifier before the subject was ever asked. (*Maybe* that latter difference is small enough that it could be rolled into one common approach. To the extent that the proposals benefit from having a stable identifier sent by the institution/library present I think it may make sense to tune things towards earning that trust.)
Taking the above less literally (at least) parts of your proposed method -- using local account registartion as the means to enable optional personalisation -- are possible to implement even without a stable identifier having been sent by the institution/library. (In fact the behaviour at the SP is identical in both cases: The subject logs in via her instiution and has a valid session at the SP. In that session they create a "local account" that's then tied to their institutional log in by having both connected to the same SP session.)
Such a user has one set of credentials rather than 4 separate ones. They don't need to remember multiple creds and passwords, change them at random times
If the subject registers for a "local account" how's that not yet another "set of credentials" for her, in addition to the institutional account she had to use at least initially in order to prove her affiliation with the academic institution (which is what authorised her to access the resource in the first place, most likely)? That's still "multiple credentials" -- unless your use of what "register" and "local account" means here is totally different from mine. (As for a possible reading of "register account" to actually mean "activate personalisation"" see above.) To me an account always has a passwort of some kind associated with it, making this yet another "set of credentials".
And finally, any use of the local account would regularly needed to be prompted to be "re-linked" with the institution/library or otherwise lose access to resources only available through (continued) affiliation with the institution/library paying for that access: I don't see either your legal dept nor institutions being happy if you continned to provided access to institutionally licensed resources to people using locally registered acounts, without checking back whether those people are still considered to be entitled to that access by the institutions they initially used to log in with. We've had that conversation a bit over a year ago on the REFEDS list: https://lists.refeds.org/sympa/arc/refeds/2020-01/msg00019.html (were I argued that this is mostly your own problem, *IF* it was clear to everyone that institutions couldn't be held liable for any misuse resulting from that kind of access) but noone else ever chimed in there. Maybe re-starting this particular sub-topic here will give different results (once can always hope).
To summarise, I don't see any clear advantages in having subjects "register local accounts" -- neither in terms of UX (need to register an local account) nor security (Yet Another Username/Password for the local account) nor privacy (when identifiers from the institution or library are involved) nor licensing/legal certainty (due to the separation of the login method from the source of current authorisation data) -- that wouldn't be possible by implementing my proposal. (Which amounts to institutions/libraries always releasing a pseudonymous identifier to service providers of a certain category, where the service provider commits itself to asking the subject before making any use of the identifer for tracking/personalisation.)
Best regards, -peter

Hi,
it seems like in the moment Elsevier is safe to go for Pseudonymous Authorisation entity category - https://refeds.org/category/pseudonymous in the SP metadata at eduID.at, RENATER, SWITCHaai, Edugate, LIAF. And for Anonymous Authorisation entity category - https://refeds.org/category/anonymous in the SP metadata at DFN-AAI, InCommon.
In eduID.cz we rely on metadata in eduGAIN for service providers with residency outside Czech Republic as recommended in "How to Join eduGAIN as Service Provider" [1]. In Czech Republic universities, libraries are fine with releasing pairwise-id/ePTID for services with personalisation capabilities. So for automated attributes release for Elsevier we'd need Pseudonymous Authorisation entity category support in Elsevier SP metadata in eduGAIN.
Freiburg University may go for CAR implementation at the university IdP to provide university users with optional release of pairwise-id/ePTID according to users consent :-)
Sunny regards from Prague
Jiri
1. https://wiki.geant.org/display/eduGAIN/How+to+Join+eduGAIN+as+Service+Provid...
On Mon, Mar 15, 2021 at 8:58 PM Bernd Oberknapp bo@ub.uni-freiburg.de wrote:
Hi Peter,
On 15.03.21 20:07, Peter Schober wrote:
- Bernd Oberknapp bo@ub.uni-freiburg.de [2021-03-15 19:53]:
The point is that we cannot force users to consent to releasing PII (like a pairwise-id/eduPersonTargetedID) that isn't necessary (if the user doesn't want to use the personalization) and deny access to resources necessary for their studies or research if the users don't give their consent - that again wouldn't be free and informed consent.
Maybe my issues with the paragraph above are due to merely phrasing things in an unfortunate way (I'm not discounting the possibilty that we all agree on these issues), but not knowing that for sure all I have to go on is what's written above. To which I'll say this:
You can't ever "force users to consent", obviously. (You can certainly ask them to consent, though. Unless consent is not the legal basis for processing, see below.) And asking for consent in cases where the processing "isn't necessary" is exactly the right case to be asking for consent, IMO. Vice versa, asking for consent to processing that's necessary (e.g. GDPR Art. 6 1 b) is wrong anyway, then the legal bases is not consent and you shouldn't give the impression it is by asking for it.
the wording was indeed unfortunate. What I was trying to say is that if consent is used as a legal basis, the user must have a choice to not release the attribute and still get access to the resource (or have an comparable alternative to the institutional login), and that using a different legal basis might be difficult.
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 Internet: www.ub.uni-freiburg.de
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Hi Meshna,
On 15/03/2021, 17:37, "Koren, Meshna (ELS-AMS)" M.Koren@elsevier.com wrote: Hi Jos, Please also look into the REFEDS entity categories and the recent work there. If your recommendations to librarians propose some new concepts or terminology (transitory access), or parallel decision making, that's going to cause a lot of confusion.
We are aware of and very appreciate the work of Seamless Access and REFEDS and its two (brand)new entity categories "Anonymous" and "Pseudonymous". They functionally align with FIM4L recommendations resp. 4.A and 4.B.
We (on this FIM4L list) have chosen (early 2019) not to use the word anonymous because it pretends that you are anonymous, which is not, or at least disputable. But I agree (and we all perhaps) for the understanding and clarity the naming 'anonymous' is more clear. In the highly sensitive library privacy world they are watching us, and you can expect articles from e.g. Scholarly Kitchen contesting our privacy claims. Hence, we named it "Transitory" and "Personalized" referring to the functionality rather than the privacy. But aligning the wording with the now official REFEDS entity categories is something to consider for a next version. Has been noted😉
Best, Jos

* Jos Westerbeke jos.westerbeke@eur.nl [2021-03-17 09:31]:
We (on this FIM4L list) have chosen (early 2019) not to use the word anonymous because it pretends that you are anonymous, which is not, or at least disputable.
There is no such thing as an anonymous federated login. So this terminology serves to confuse more if anything.
-peter

Hi,
at the REFEDS entity categories specs there is:
"Service Providers SHOULD limit their data requirements to the bundle of attributes defined in Section 4."
at 5. Service Provider Requirements paragraph.
IMHO it leaves a room for FIM4L to specify whether samlPairwiseID, edPersonScopedAffialition, eduPersonEntitlement should be requested by SPs as required or optional. And what actually means required and optional for the attributes release from IdPs to SPs :-)
Best Jiri
On Wed, Mar 17, 2021 at 9:43 AM Peter Schober peter.schober@univie.ac.at wrote:
- Jos Westerbeke jos.westerbeke@eur.nl [2021-03-17 09:31]:
We (on this FIM4L list) have chosen (early 2019) not to use the word anonymous because it pretends that you are anonymous, which is not, or at least disputable.
There is no such thing as an anonymous federated login. So this terminology serves to confuse more if anything.
-peter _______________________________________________ FIM4L mailing list FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4l

I can neither understand what you're trying to say not what this has to do with the specific message you are replying to (which was about Jos' statement about maybe adopting use of the "anonymous" terminology which I advise against). -peter
Full quote below because I wouldn't know what to quote.
* Jiri Pavlik jiri.pavlik@techlib.cz [2021-03-17 18:24]:
Hi,
at the REFEDS entity categories specs there is:
"Service Providers SHOULD limit their data requirements to the bundle of attributes defined in Section 4."
at 5. Service Provider Requirements paragraph.
IMHO it leaves a room for FIM4L to specify whether samlPairwiseID, edPersonScopedAffialition, eduPersonEntitlement should be requested by SPs as required or optional. And what actually means required and optional for the attributes release from IdPs to SPs :-)
Best Jiri
On Wed, Mar 17, 2021 at 9:43 AM Peter Schober peter.schober@univie.ac.at wrote:
- Jos Westerbeke jos.westerbeke@eur.nl [2021-03-17 09:31]:
We (on this FIM4L list) have chosen (early 2019) not to use the word anonymous because it pretends that you are anonymous, which is not, or at least disputable.
There is no such thing as an anonymous federated login. So this terminology serves to confuse more if anything.
-peter

Hi Peter,
I support your points.
I agree with Bernd's: "there are obviously different opinions about when "required" should be used."
I am all in with Meshna and Jos that FIM4L recommendations need to be modified now to play nicely with new REFEDS entity categories proposed by Seamless Access.
We also need to revisit: "eduPersonEntitlement, with other values, representing group or role memberships in alignment with AARC Guidelines on expressing group membership and role information" in FIM4L's recommendations. This is currently used at Prague's Charles University for example to describe users faculty affiliations and it is providing SPs with informations needed for authorisation when there are licences for faculty students and staff. This is not clear in the REFEDS entity categories specs how SPs are supposed to authorise faculty, campus, departments users.
Cheers
Jiri
On Wed, Mar 17, 2021 at 6:45 PM Peter Schober peter.schober@univie.ac.at wrote:
I can neither understand what you're trying to say not what this has to do with the specific message you are replying to (which was about Jos' statement about maybe adopting use of the "anonymous" terminology which I advise against). -peter
Full quote below because I wouldn't know what to quote.
- Jiri Pavlik jiri.pavlik@techlib.cz [2021-03-17 18:24]:
Hi,
at the REFEDS entity categories specs there is:
"Service Providers SHOULD limit their data requirements to the bundle of attributes defined in Section 4."
at 5. Service Provider Requirements paragraph.
IMHO it leaves a room for FIM4L to specify whether samlPairwiseID, edPersonScopedAffialition, eduPersonEntitlement should be requested by SPs as required or optional. And what actually means required and optional for the attributes release from IdPs to SPs
:-)
Best Jiri
On Wed, Mar 17, 2021 at 9:43 AM Peter Schober <
peter.schober@univie.ac.at>
wrote:
- Jos Westerbeke jos.westerbeke@eur.nl [2021-03-17 09:31]:
We (on this FIM4L list) have chosen (early 2019) not to use the word anonymous because it pretends that you are anonymous, which is not, or at least disputable.
There is no such thing as an anonymous federated login. So this terminology serves to confuse more if anything.
-peter
FIM4L mailing list FIM4L@lists.daasi.de http://lists.daasi.de/listinfo/fim4l

I have a proposal on the issue of "optional personalisation" but to get us all on the same page I'm trying to clarify a few things first:
* Jiri Pavlik jiri.pavlik@techlib.cz [2021-03-15 16:46]:
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.
The main issue here is that changing all IDPs in existence to support user choice at login time does not scale. (Of course many IDPs already provide consent-based interfaces but probably not by offering fine-grained attribute release policies.) (A part of that issue is that whether an IDP offers such a UI or not is not generally observable from outside of the IDP org.[1])
Another, as Meshna points out, is that asking th subject whether 'FooTechnicalWhattheheck' should be released to some SP, is not likely sufficient for them to determine the consequences of that decision: The IDP would need to provide more context on the specific use-cases this would enable/prevent at the SP and the IDP is not well-positioned to provide that. (E.g. we don't have metadata on "why" something is needed)
[ There's a third aspect, the one of to enabling optional personalisation for accessing institutionally licensed content using local account registrations at the SP and the problems that come with this, but I'm explicitly NOT dealing with that one in this post. ]
Now, *both* of these aspects (too many IDPs to change, IDP lacking per-attribute context to authoritatively speak on their use at the SP) could be solved by the SP, though:
1. The SP could ask the subject on-access whether or not to enable* personalisation features based on the received pseudonymous identifier. The SP is perfectly positioned to provide the context and consequences to the subject in order for her to make an informed decision. (I.e., the SP knows about data usage itself makes and can explain it.)
2. In this field (access to institutionally licenced resources) there are significantly fewer SPs that would need to be changed than there are IDPs accessing those SPs. (I.e., scales better than the "change all the IDPs in the world" approach.)
Note that in this model the IDPs always release the pseudonymous identifier (except for SPs that signal they never need it, of course). The SP just asks for the subject's permission before actually making use of it (for the reasons given above).
Of course that's precisely also the reason why such a model is unlikely to succeed (besides SP's assumed reservations wrt having to add yet more UI clutter): People would have to *trust* the SP to Do The Right Thing™ (and not, say, track subjects using the provided identifier no matter what they chose). At least from what I've read on scholarlykitchen et al. (en-)trusting publishers with a persistent identifier (that enables personalisation, but also tracking) seems to be completely and utterly out of the question. Case in point: Bernd O. on this list would rather remove the most obvious and direct method of accessing an SP -- open its home page and "log in" -- than release a pseudonymous identifier to an SP for personalisation purposes. (I.e., the reservation here is not even specific to /optional/ personalisation, which I'm discussing here, but to any kind of personalisation based on a privacy-preserving identifier provided by the institution):
* Bernd Oberknapp bo@ub.uni-freiburg.de [2021-03-13 14:40]:
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.
There can be no doubt that data minimalism (here: avoiding data that also enables tracking to even become available to the SP) is more effective than trying to prevent data misuse after it has been shared with the SP (whether by legal or technical measures). But we'd be overly naïve to think the SP couldn't perform similar kinds of tracking *without* the pseudonymous identifier present (cf. browser fingerprinting, "de-anonymisation") and sent from the IDP.
And of course scepticism about is more than appopriate in times of pervasive online (and increasingly offline/IRL) surveillance. But I wonder whether we couldn't find some compromise in this specific vertical sector, for these specific, very limited, data items (an authorisation signal and a pseudonymous identifier) that would enable IDPs to en-*trust* SP with that specific data and therefore allow moving the consent-gathering to the SP.
Let the IDP always release a pseudonymous identifier to SPs of a certain class/category where the SP: * always requires recognising subjects across sessions, or * can make use of the identifier for optional personalisation, based on SP-gathered user consent.
I.e., the requirement for "SP-gathered user consent before use" would become part of the entity category definition, which could theoretically support later audits of an SP against those declarations of conformity. Would that help improve the trust into such SPs, sufficient to provide them with a persistent (longer-lived than a single session) identifier?
-peter
[1] The SAML 2.0 specification actually defines signalling for that in section 8.4 but I'm not aware of any implementations or deployments making use of that. https://www.oasis-open.org/committees/download.php/56776/sstc-saml-core-erra...

Hi Peter,
On 15.03.21 19:56, Peter Schober wrote:
Case in point: Bernd O. on this list would rather remove the most obvious and direct method of accessing an SP -- open its home page and "log in" -- than release a pseudonymous identifier to an SP for personalisation purposes. (I.e., the reservation here is not even specific to /optional/ personalisation, which I'm discussing here, but to any kind of personalisation based on a privacy-preserving identifier provided by the institution):
- Bernd Oberknapp bo@ub.uni-freiburg.de [2021-03-13 14:40]:
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.
just to clarify: I would only consider this if the SP would force us to send an eduPersonTargetedID (or any other attribte/identifier that allows to recognize returning users) for all users, i.e. by making it a requirement for using the institutional login. I don't have a problem with an optional attribute, i.e. if the user can choose whether to release that attribute for personalization or not.
Best regards, Bernd

Hi Jiri,
basically yes. For our IdP the attribute release policy is explicitly configured (no automatism based on metadata), so what's declared in the metadata actually doesn't matter, I only use that as a guidence when setting up an attribute release policy.
Best regards, Bernd
On 14.03.21 15:28, Jiri Pavlik wrote:
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? 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
Teilnehmer (7)
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Bernd Oberknapp
-
Heather Flanagan
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Jiri Pavlik
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Jos Westerbeke
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Ken Klingenstein
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Koren, Meshna (ELS-AMS)
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Peter Schober