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Policy Management

An ID management policy is a set of guidelines or rules that determine the creation, management, and maintenance of namespaces.

Eligible users with either Contributor or Admin roles can manage policies.

Create Policy

Select ID Management in the left sidebar to create a policy and click on the POLICIES tab. A list of existing policies is shown. Click plus in the upper right corner to create a new policy. Enter the following mandatory information in the presented form:

Reference Taxonomy

The Reference Taxonomy or Ontology is a structured dataset that provides a controlled vocabulary for the organization and categorization of data. The reference taxonomy defines reference concepts and hierarchies, and a specific reference taxonomy can be added when setting up a policy. When creating a namespace under a specific policy, it is possible to select a specific concept from the related taxonomy, and all PIDs generated under this namespace will have a type of the chosen concept.

Allowed Namespace Path Configuration

A configuration of the allowed parameters for the path of a namespace that will be shown during the creation of a new namespace, i.e., everything after the Base URI, e.g., in https://pid.example.com/1/78, the path is “1”. The following parameters can be configured:

  • Prefix: A word, letter, or number placed before a namespace path
  • Number of digits: Amount of digits included in the namespace path
  • Allow leading zeros: Any 0 digit that comes before the first nonzero digit in a number string in positional notation
  • Allow manual naming: This option allows to provide a namespace path manually

Allowed Local ID Configuration

Local identifiers are unique codes defined after the namespace, i.e., everything after the last "/" of the PID, e.g., in https://pid.example.com/1/78, the local identifier is "78". A policy defines which systems can be used for the ID minting and ID patterns used for the generation of local identifiers.

  • Authority: Responsible system for the ID minting
    • Accurids
    • External
  • ID Patterns: Type of generator to create
    • UUID: creates a random 128-bit number encoded as hexadecimal
    • Counter: creates an ascending number
    • Alphanumeric: creates an arbitrary string of alphanumeric characters
    • Manual: any manual input

View and Modify Policy

To view details on an existing policy, click the eye icon next to it. A details page containing details and the status (active or inactive) of the policy will be shown.

All aspects of the policy can be modified.

The audit trail information can be viewed by clicking on the Audit Trail icon, which will open a window with a detailed log of all performed actions, including:

  • Modified date
  • Updated fields
  • Modified by