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Care and Nurturing of Trust and Identity Documents

Sep 17, 2018, by Emily Eisbruch
Tags: Recent Posts, Trust & Identity

The higher education trust and identity community has produced a wealth of helpful documents over the past two decades, including charters, standards, reports, recommendations, and guidelines.

As websites and wikis evolved, frankly, sometimes those documents became challenging to locate and revisions confusing to track. So a few years ago we got serious about establishing a process and framework to ensure that key documents would be preserved and maintained in a systematic fashion.  

A few years ago we got serious about establishing a process and framework to ensure that key documents would be preserved and maintained in a systematic fashion.

The result, as of 2018, is a document stewardship framework and a growing trust and identity document repository. 
“It is extremely helpful to have the document stewardship workflow in place for marshalling our key documents through their lifecycle, making them findable and trackable by the community,” comments Chris Phillips, chair of CACTI (Community Architecture Committee for Trust and Identity), the community body that oversees the document stewardship process.

As a part of keeping with international standards for document identification, Digital Object Identifiers, (DOIs) are used to number and help catalog each document. The DOI forms part of a persistent URL (for example, ) and should always be used for links to that document, as Internet2 will ensure that it always resolves to the document.  

Recognition for authors is also built into the document stewardship and DOI system. As we register the DOI for a document with the registration agency CrossRef, any ORCID IDs that have been provided are automatically submitted for inclusion on the author’s ORCID page.   We encourage community members participating in working groups and contributing to documents to set up an ORCID ID and to provide that along with your name on the authorship of the paper. 

To see how the document repository is growing, you can check the index page. For each document, there is a subpage with about 19 fields of metadata describing such things as author, sponsor, review date, development location and more.  

 Above: The Trust and Identity Document Repository Index wiki page

There are several steps and phases for getting a document into the repository, which is explained on a wiki page. Revisions to documents are handled according to the these procedures.

Legacy Documents

In addition to new documents added to the repository since its launch in 2017, many legacy documents can also be found there. This is thanks to the work of David Walker, the primary architect of the Document Stewardship Framework, leveraging his prior experience as director of technologies for the California Digital Library. An index to these historical documents is available, although they are also available from the main repository index. Examples of interesting legacy documents preserved in the document repository include a 2004 document on Group Tools Architecture and a 2008 document entitled Federation Soup.

Next Steps

Next steps for the document repository include an evaluation of potential alternative platforms (Confluence has been used as the initial  repository  platform)  and the possibility of other Internet2 divisions joining in the document stewardship framework now that the trust and identity pilot has been proven successful.

If you have questions or concerns about document stewardship or the document repository, please email