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When a new identity federation applies to join eduGAIN, the eduGAIN Secretariat and business development team will work closely with them to help them prepare and meet all the membership requirements.  The following steps will be taken and will be used as a template to manage Candidate applications.

Candidate Name
OTRS Ticket Number

eduGAIN New Candidate Process

StepsRequirementsActionsOwnerTimeframeNotes
Step 1: Initial application meeting / readiness discussion

This initial meeting will talk the candidate through the joining process, get an understanding of the technical infrastructure of the federation and it's maturity and also share information about useful resources for the federation such as the eduGAIN website and wiki and the REFEDS resources. 

If not already familiar, federations will also be talked through the available document templates.

  • Organise meeting with federation, eduGAIN Secretariat, eduGAIN BD and other relevant parties
  • Add federation to edugain-discuss mailing list
  • Ensure a formal ticket is open for the federation application in OTRS

BD


Sec


BD



Step 2: Collect required information for membership application

There are a number of formalities that need to be addressed before a federation can become a membership candidate.  These are known as the "joining checklist" and represent the core information that is held about each federation to enable metadata consumption and to start the trust building process.


https://technical.edugain.org/joining_checklist

  • Contact email
  • Security contact
  • Management contact
  • Signed declaration
  • Metadata source
  • Signing certificate
  • Governance delegate and deputy
  • Federation website
  • Federation policy
  • Federation MRPS
Sec

Step 3: eduGAIN Secretariat review of federation documentation


  • Undertake review of federation documentation
  • Initial feedback from the eduGAIN Secretariat on documentation review
  • Organise meeting to discuss feedback if appropriate

Sec




Step 4: Technical review




Step 5: membership review of federation documentation




Step 6: voting




Step 7: formal registration




eduGAIN New Candidate Assessment Feedback

Assessment Period: DATES

OTRS Ticket #Comment #Document line / referenceProposed Change or QueryProposer / Affiliation





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