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This definition is written in compliance with the Entity Category SAML Entity Metadata Attribute Types specification [EntityCatTypes]this specification may be extended to reference other protocol-specific formulations as circumstances warrant. An FAQ for the Entity Category has been made available to help deployments [R&SFAQ].   

1. Definition

Candidates for the Research and Scholarship (R&S) Category are Service Providers that are operated for the purpose of supporting research and scholarship interaction, collaboration or management, at least in part.

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Identity Providers may indicate support for Service Providers in this category to facilitate discovery and improve the user experience at Service Providers. Self-assertion is the typical approach used by but this is not the only acceptable method.

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All of the above attributes are defined or referenced in the [eduPerson] specification. The specific naming and format of these attributes is guided by the protocol in use. In the case of For SAML 2.0 the [SAMLAttr] profile MUST be used. This specification may be extended to reference other protocol-specific formulations as circumstances warrant.

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Service Providers are strongly encouraged to support all of the specified alternatives for the shared user identifier and person name attributes described in Section 5 to maximize interoperability. Failure to do so will result in problems even when working exclusively with Identity Providers that claim support for the category. In the case of the eduPersonTargetedID attribute, this recommendation includes the ability to support the SAML 2.0 's "persistent" NameID, which is the recommended modern expression of the eduPersonTargetedID attribute in SAML 2.0.

In accordance with the requirements in Section 7, if an Identity Provider exhibits the R&S entity attribute in its metadata and no accompanying eduPersonTargetedID attribute is recievedreceived, then Service Providers can rely on the non-reassignment of eduPersonPrincipalName values it receives from that Identity Provider.

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An Identity Provider that does not release all of the required elements of the R&S attribute bundle (shared user identifier, person name, email addressdefined in section 5), for any reason, SHALL NOT exhibit the R&S entity attribute in its metadata. Exceptions , limiting that limit the release of attributes to specific R&S Service Providers , may be permitted in the event of a security incident or other isolated circumstances.

A persistent, non-reassigned, non-targeted identifier is REQUIRED. If the Identity Provider’s deployment of eduPersonPrincipalName is non-reassigned, and the organization believes in good faith that it will remain so, it will suffice. Otherwise the Identity Provider MUST release eduPersonTargetedID (which is non-reassigned by definition) in addition to eduPersonPrincipalName. In any case, release of both shared user identifiers is RECOMMENDED. Likewise the

At least one of displayName or givenName + sn is REQUIRED. The release of all three person name attributes (displayName, givenName, sn) is RECOMMENDED.

Identity Providers are strongly encouraged to release the entire attribute bundle (both required and optional attributes) defined in Section 5 to R&S category Service Providers, both to maximize interoperability and the scope of supported services. The only optional data element is affiliation, which while different in nature to the rest of the bundle, is important to many R&S services and is a particular differentiator for academic organizations.

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