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Federated Access Management
 a triumph of technology over usability?

              Andy Powell

               @andypowe11
Usability 101


  “the study of the ease with which
people can employ a particular tool or
other human-made object in order to
achieve a particular goal” (Wikipedia)
A framework for usability
• learnability: how easy is it for users to accomplish basic
  tasks the first time they encounter the design?
• efficiency: once users have learned the design, how
  quickly can they perform tasks?
• memorability: when users return to the design after a
  period of not using it, how easily can they re establish
  proficiency?
• errors: how many errors do users make, how severe are
  these errors, and how easily can they recover from the
  errors?
• satisfaction: how pleasant is it to use the design?
Improving privacy and security
• usability not just about „ease of use‟
• poor usability may lead to poor security
  and/or loss of privacy (where user is
  confused about which server they are
  interacting with)
Discovery, access and use
• with federated access
  management, “usability” covers a lot of
  ground
• from discovery (Google search vs.
  institutional portal)
• …thru access… (the publisher‟s website)
• to use (having the thing on your desktop)
Even „access‟ spans multiple players

• the publisher‟s website
• the federation WAYF service (in some
  cases)
• the institutional identity provider (IdP)
From perspective of the user
• (and the user‟s institution)
• the institutional IdP is always the same
• but every publisher website has different
  look and feel (for login)
  – some use the WAYF, some don‟t
• not easy for the institution to provide „help‟
  documentation that covers all cases
From perspective of the publisher
• every user sees the same website
• but each user has different IdP (and
  possibly WAYF)
• not easy for the publisher to provide „help‟
  documentation that covers everyone
And… wider context
• need for global publishers to
  accommodate multiple
  „academic‟ federations
• need for publishers to handle
  non-academic audiences (local
  usernames/passwords, pay-per-view, etc.)
• need for publishers to handle social media
  (Facebook, Google, Twitter, etc.)
3 examples…
• of current practice
Browser interaction
• much of the functionality we‟ve just seen needs
  browser support
  – cookies
  – Javascript
  – password retention
• how much of this is consistent across multiple
  sites?
• what implications does the new EU cookie
  directive have?
„Ongoing‟ work…
• the usability of federated access management is an
  evolving area…
• back in 2009, JISC commissioned a “Publisher Interface
  Study” by Rhys Smith at Cardiff
   – improved WAYF
   – embedded discovery module for Shibboleth (by Rod Widdowson,
     Steading System Software)
• Kantara Universal Login Experience (ULX) Working
  Group
• NISO ESPReSSO group – recommendations just out
• Google
Conclusions
• usability across federated login is hard
• in distributed systems, usability often has to
  emerge over time – we still seem to be waiting!
• variety of practice by today‟s publishers
• variety of exploratory work in progress
• no longer just an „academic‟ problem (c.f.
  Google work)
• at Eduserv, we are watching this space
Recommendations
• „Athens‟ is a loaded term and we need to
  agree how/if/when it should be used
• „Shibboleth‟ and „OpenAthens‟ refer to
  technologies and probably should NOT be
  used in user-facing text
• we‟d make some simple progress by all
  agreeing consistent use of terminology
  – „login‟, „institutional account‟, …

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FAM - a triumph of technology over usability - Andy Powell

  • 1. Federated Access Management a triumph of technology over usability? Andy Powell @andypowe11
  • 2. Usability 101 “the study of the ease with which people can employ a particular tool or other human-made object in order to achieve a particular goal” (Wikipedia)
  • 3. A framework for usability • learnability: how easy is it for users to accomplish basic tasks the first time they encounter the design? • efficiency: once users have learned the design, how quickly can they perform tasks? • memorability: when users return to the design after a period of not using it, how easily can they re establish proficiency? • errors: how many errors do users make, how severe are these errors, and how easily can they recover from the errors? • satisfaction: how pleasant is it to use the design?
  • 4. Improving privacy and security • usability not just about „ease of use‟ • poor usability may lead to poor security and/or loss of privacy (where user is confused about which server they are interacting with)
  • 5. Discovery, access and use • with federated access management, “usability” covers a lot of ground • from discovery (Google search vs. institutional portal) • …thru access… (the publisher‟s website) • to use (having the thing on your desktop)
  • 6. Even „access‟ spans multiple players • the publisher‟s website • the federation WAYF service (in some cases) • the institutional identity provider (IdP)
  • 7. From perspective of the user • (and the user‟s institution) • the institutional IdP is always the same • but every publisher website has different look and feel (for login) – some use the WAYF, some don‟t • not easy for the institution to provide „help‟ documentation that covers all cases
  • 8. From perspective of the publisher • every user sees the same website • but each user has different IdP (and possibly WAYF) • not easy for the publisher to provide „help‟ documentation that covers everyone
  • 9. And… wider context • need for global publishers to accommodate multiple „academic‟ federations • need for publishers to handle non-academic audiences (local usernames/passwords, pay-per-view, etc.) • need for publishers to handle social media (Facebook, Google, Twitter, etc.)
  • 10. 3 examples… • of current practice
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  • 14. Browser interaction • much of the functionality we‟ve just seen needs browser support – cookies – Javascript – password retention • how much of this is consistent across multiple sites? • what implications does the new EU cookie directive have?
  • 15. „Ongoing‟ work… • the usability of federated access management is an evolving area… • back in 2009, JISC commissioned a “Publisher Interface Study” by Rhys Smith at Cardiff – improved WAYF – embedded discovery module for Shibboleth (by Rod Widdowson, Steading System Software) • Kantara Universal Login Experience (ULX) Working Group • NISO ESPReSSO group – recommendations just out • Google
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  • 17. Conclusions • usability across federated login is hard • in distributed systems, usability often has to emerge over time – we still seem to be waiting! • variety of practice by today‟s publishers • variety of exploratory work in progress • no longer just an „academic‟ problem (c.f. Google work) • at Eduserv, we are watching this space
  • 18. Recommendations • „Athens‟ is a loaded term and we need to agree how/if/when it should be used • „Shibboleth‟ and „OpenAthens‟ refer to technologies and probably should NOT be used in user-facing text • we‟d make some simple progress by all agreeing consistent use of terminology – „login‟, „institutional account‟, …