Network Working Group                                         J. Ordille
Request for Comments: 2258                Bell Labs, Lucent Technologies
Category: Informational                                     January 1998





                     Internet Nomenclator Project


Status of this Memo

  This memo provides information for the Internet community.  It does
  not specify an Internet standard of any kind.  Distribution of this
  memo is unlimited.

Copyright Notice

  Copyright (C) The Internet Society (1998).  All Rights Reserved.

Abstract

  The goal of the Internet Nomenclator Project is to integrate the
  hundreds of publicly available CCSO servers from around the world.
  Each CCSO server has a database schema that is tailored to the needs
  of the organization that owns it.  The project is integrating the
  different database schema into one query service.  The Internet
  Nomenclator Project will provide fast cross-server searches for
  locating people on the Internet.  It augments existing CCSO services
  by supplying schema integration, more extensive indexing, and two
  kinds of caching -- all this in a system that scales as the number of
  CCSO servers grows.  One of the best things about the system is that
  administrators can incorporate their CCSO servers into Nomenclator
  without changing the servers. All Nomenclator needs is basic
  information about the server.

  This document provides an overview of the Nomenclator system,
  describes how to register a CCSO server in the Internet Nomenclator
  Project, and how to use the Nomenclator search engine to find people
  on the Internet.










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1.  Introduction

  Hundreds of organizations provide directory information through the
  CCSO name service protocol [3]. Although the organizations provide a
  wealth of information about people, finding any one person can be
  difficult because each organization's server is independent.  The
  different servers have different database schemas (attribute names
  and data formats).  The 300+ CCSO servers have more than 900
  different attributes to describe information about people. Very few
  common attributes exist.  Only name and email occur in more than 90%
  of the servers [4].  No special support exists for cross-server
  searches, so searching can be slow and expensive.

  The goal of the Internet Nomenclator Project is to provide fast,
  integrated access to the information in the CCSO servers.  The
  project is the first large-scale use of the  Nomenclator system.
  Nomenclator is a more general system than a white pages directory
  service.  It is a scalable, extensible information system for the
  Internet.

  Nomenclator answers descriptive (i.e. relational) queries.  Users can
  locate information about people, organizations, hosts, services,
  publications, and other objects by describing their attributes.
  Nomenclator achieves fast descriptive query processing through an
  active catalog, and extensive meta-data and data caching.  The active
  catalog constrains the search space for a query by returning a list
  of data repositories where the answer to the query is likely to be
  found.  Meta-data and data caching keep frequently used query
  processing resources close to the user, thus reducing communication
  and processing costs.

  Through the Internet Nomenclator Project, users can query any CCSO
  server, regardless of its attribute names or data formats, by
  specifying the query to Nomenclator (see Figure 1).  Nomenclator
  provides a world view of the data in the different servers.  Users
  express their queries in this world view.  Nomenclator returns the
  answer immediately if it has been cached by a previous query. If not,
  Nomenclator uses its active catalog to constrain the query to the
  subset of relevant CCSO servers.  The speed of the query is
  increased, because only relevant servers are contacted. Nomenclator
  translates the global query into local queries for each relevant CCSO
  server.  It then translates the responses into the format of the
  world view.








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  --------------------------------------------------------------------


                    +-------------+             +-------------+
                    |             |             |             |
        World View  |             | Local View  |             |
        Query       |             | Query       |  Relevant   |
        ----------->|             |------------>|             |
                    | Nomenclator |             |  CCSO       |
                    |             |             |             |
        <-----------|             |<------------|  Server     |
         World View |             |  Local View |             |
         Response   |             |  Response   |             |
                    +-------------+             +-------------+



                     Figure 1:  A Nomenclator Query

                 Nomenclator translates queries to and from
                 the language of the relevant CCSO servers.

  --------------------------------------------------------------------

  The Internet Nomenclator Project makes it easier for users to find a
  particular CCSO server, but it does not send all queries to that
  server.  When Nomenclator constrains the search for a query answer,
  it screens out irrelevant queries from ever reaching the server.
  When Nomenclator finds an answer in its cache, it screens out
  redundant queries from reaching the server.  The server becomes
  easier to find and use without experiencing the high loads caused by
  exhaustive and redundant searches.

  The Internet Nomenclator Project creates the foundation for a much
  broader heterogeneous directory service for the Internet.  The
  current version of Nomenclator provides integrated access to CCSO and
  relational database services. The Nomenclator System Architecture
  supports fast, integrated searches of any collection of heterogeneous
  directories.  The Internet Nomenclator Project can be enhanced to
  support additional name services, or provide intergated query
  services for other application domains. The project is starting with
  CCSO services, because the CCSO services are widely available and
  successful.

  Section 2 describes the Nomenclator system in more detail.  Section 3
  explains how to register a CCSO server as part of the project.
  Section 4 briefly describes how to use Nomenclator.  Section 5
  provides a summary.



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2.  Nomenclator System

  Nomenclator is a scalable, extensible information system for the
  Internet. It supports descriptive (i.e. relational) queries.  Users
  locate information about people, organizations, hosts, services,
  publications, and other objects by describing their attributes.
  Nomenclator achieves fast descriptive query processing through an
  active catalog, and extensive meta-data and data caching.

  The active catalog constrains the search space for a query by
  returning a list of data repositories where the answer to the query
  is likely to be found.  Components of the catalog are distributed
  indices that isolate queries to parts of the network, and smart
  algorithms for limiting the search space by using semantic,
  syntactic, or structural constraints.  Meta-data caching improves
  performance by keeping frequently used characterizations of the
  search space close to the user, thus reducing active catalog
  communication and processing costs.  When searching for query
  responses, these techniques improve query performance by contacting
  only the data repositories likely to have actual responses, resulting
  in acceptable search times.

  Administrators make their data available in Nomenclator by supplying
  information about the location, format, contents, and protocols of
  their data repositories.  Experience with Nomenclator shows that
  gathering a small amount of information from data owners can have a
  substantial positive impact on the ability of users to retrieve
  information.  For example, each CCSO administrator provides a mapping
  from the local view of data (i.e. the local schema) at the CCSO
  server to Nomenclator's world view.  The administrator also supplies
  possible values for any attributes with small domains at the data
  repository (such as the "city" or "state_or_province" attributes).
  With this information, Nomenclator can isolate queries to a small
  percentage of the CCSO data repositories, and provide an integrated
  view of their data.  Nomenclator provides tools that minimize the
  effort that administrators expend in characterizing their data
  repositories.  Nomenclator does not require administrators to change
  the format of their data or the access protocol for their database.

2.1 Components of a Nomenclator System

  A Nomenclator system is comprised of a distributed catalog service
  and a query resolver (see Figure 2).  The distributed catalog service
  gathers meta-data about data repositories and makes it available to
  the query resolver. Meta-data includes constraints on attribute






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  values at a data repository, known patterns of data distribution
  across several data repositories, search and navigation techniques,
  schema and protocol translation techniques, and the differing schema
  at data repositories.

  --------------------------------------------------------------------


                    +-------------+             +-------------+
                    |             |             |             |
        World View  |             |  Meta Data  |             |
        Query       |             |  Request    | Distributed |
        ----------->|   Query     | ----------->|             |
                    |   Resolver  |             |  Catalog    |
                    |             |             |             |
        <-----------|   (caches)  | <-----------|  Service    |
         World View |             |  Meta Data  |             |
         Response   |             |  Response   |             |
                    +-------------+             +-------------+



                  Figure 2: Components of a Nomenclator System

  --------------------------------------------------------------------

  Query resolvers at the user sites retrieve, use, cache, and re-use
  this meta-data in answering user queries.  The catalog is "active" in
  two ways. First, some meta-data moves from the distributed catalog
  service to each query resolver during query processing.  Second, the
  query resolver uses the initial meta-data, in particular the search
  and navigation techniques, to generate additional meta-data that
  guides query processing.  Typically, one resolver process serves a
  few hundred users in an organization, so users can benefit from
  larger resolver caches.

  Query resolvers cache techniques for constraining the search space
  and the results of previously constrained searches (meta-data), and
  past query answers (data) to speed future query processing.  Meta-
  data and data caching tailor the query resolver to the specific needs
  of the users at the query site.  They also increase the scale of a
  Nomenclator system by reducing the load from repeated searches or
  queries on the distributed catalog service, data repositories, and
  communications network.







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  The distributed catalog service is logically one network service, but
  it can be divided into pieces that are distributed and/or replicated.
  Query resolvers access this distributed, replicated service using the
  same techniques that work for multiple data repositories.

  A Nomenclator system naturally includes many query resolvers.
  Resolvers are independent, but renewable, query agents that can be as
  powerful as the resources available at the user site.  Caching
  decreases the dependence of the resolver on the distributed catalog
  service for frequently used meta-data, and on data repositories for
  frequently used data.  Caching thus improves the number of users that
  can be supported and the local availability of the query service.

2.2 Meta-Data Techniques

  The active catalog structures the information space into a collection
  of relations about people, hosts, organizations, services and other
  objects. It collects meta-data for each relation and structures it
  into "access functions" for locating and retrieving data.  Access
  functions respond to the question: "Where is data to answer this
  query?"  There are two types of responses corresponding to the two
  types of access functions.  The first type of response is: "Look over
  there." "Catalog functions" return this response; they constrain the
  query search by limiting the data repositories contacted to those
  having data relevant to the query. Catalog functions return a
  referral to data access functions that will answer the query or to
  additional catalog functions to contact for more detailed
  information.  The second response to "Where?" is: "Here it is!" "Data
  access functions" return this response; they understand how to obtain
  query answers from specific data repositories.  They return tuples
  that answer the query.  Nomenclator supplies access functions for
  common name services, such as the CCSO service, and organizations can
  write and supply access functions for data in their repositories.

  Access functions are implemented as remote or local services.  Remote
  access functions are services that are available through a standard
  remote procedure call interface.  Local access functions are
  functions that are supplied with the query resolver.  Local access
  functions can be applied to a variety of indexing and data retrieval
  tasks by loading them with meta-data stored in distributed catalog
  service.  Remote access functions are preferred over local ones when
  the resources of the query resolver are inadequate to support the
  access function.  The owners of data may also choose to supply remote
  access functions for privacy reasons if their access functions use
  proprietary information or algorithms.  Local functions are preferred
  whenever possible, because they are highly replicated in resolver
  caches.  They can reduce system and network load by bringing the
  resources of the active catalog directly to the users.



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  Remote access functions are simple to add to Nomenclator and local
  access functions are simple to apply to new data repositories,
  because the active catalog provides "referrals" that describe the
  conditions for using access functions.  For simplicity, this document
  describes referral techniques for exact matching of query strings.
  Extensions to these techniques in Nomenclator support matching query
  strings that contain wildcards or word-based matching of query
  strings in the style of the CCSO services.

  Each referral contains a template and a list of references to access
  functions.  The template is a conjunctive selection predicate that
  describes the scope of the access functions.  Conjunctive queries
  that are within the scope of the template can be answered with the
  referral.  When a template contains a wildcard value ("*") for an
  attribute, the attribute must be present in any queries that are
  processed by the referral.  The system follows the following rule:

    Query Coverage Rule:

    If the set of tuples satisfying the selection predicate in a query
    is covered by (is a subset of) the set of tuples satisfying the
    template, then the query can be answered by the access functions in
    the reference list of the referral.

  For example, the query below:

    select * from People where country = "US" and surname = "Ordille";


  is covered by the following templates in Lines (1) through (3), but
  not by the templates in Lines (4) and (5):


     (1) country = "US" and surname = "*"

     (2) country = "US" and surname = "Ordille"

     (3) country = "US"

     (4) organization = "*"

     (5) country = "US" and surname = "Elliott"

  Referrals form a generalization/specialization graph for a relation
  called a "referral graph."  Referral graphs are a conceptual tool
  that guides the integration of different catalog functions into our
  system and that supplies a basis for catalog function construction
  and query processing.  A "referral graph" is a partial ordering of



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  the referrals for a relation.  It is constructed using the
  subset/superset relationship: "S is a subset of G."  A referral S is
  a subset of referral G if the set of queries covered by the template
  of S is a subset of the set of queries covered by the template of G.
  S is considered a more specific referral than G; G is considered a
  more general referral than S.  For example, the subset relationship
  exists between the pairs of referrals with the templates listed
  below:


     (1) country = "US" and surname = "Ordille"
         is a subset of
         country = "US"

     (2) country = "US" and surname = "Ordille"
         is a subset of
         country = "US" and surname = "*"

     (3) country = "US" and surname = "*"
         is a subset of
         country ="US"

     (4) country = "US"
         is a subset
         "empty template"

  but it does not exist between the pairs of referrals with the
  following templates:

     (5) country = "US"
         is not a subset of
         department = "CS"

     (6) country = "US" and name = "Ordille"
         is not a subset of
         country = "US" and name = "Elliott"

  In Lines (1) and (2), the more general referral covers more queries,
  because it covers queries that list different values for surname.  In
  Line (3), the more general referral covers more queries, because it
  covers queries that do not constrain surname to a value.  In Line
  (4), the specific referral covers only those queries that constrain
  the country to "US" while the empty template covers all queries.

  During query processing, wildcards in a template are replaced with
  the value of the corresponding attribute in the query.  For any query
  covered by two referrals S and G such that S is a subset of G, the
  set of tuples satisfying the template in S is covered by the set of



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  tuples satisfying the template in G.  S is used to process the query,
  because it provides the more constrained (and faster) search space.
  The referral S has a more constrained logical search space than G,
  because the set of tuples in the scope of S is no larger, and often
  smaller, than the set in the scope of G. Moreover, S has a more
  constrained physical search space than G, because the data
  repositories that must contacted for answers to S must also be
  contacted for answers to G, but additional data repositories may need
  to be contacted to answer G.

  In constraining a query, a catalog function always produces a
  referral that is more specific than the referral containing the
  catalog function.  Wildcards ("*") in a template indicate which
  attribute values are used by the associated catalog function to
  generate a more specific referral.  In other words, catalog functions
  always follow the rule:

     Catalog Function Constrained Search Rule:

     Given a referral R with a template t and a catalog function cf,
     and a query q covered by t, the result of using cf to process q,
     cf(q), is a referral R' with template t' such that q  is covered
     by t' and R' is more specific than R.

  Catalog functions make it possible to import a portion of the indices
  for the information space into the query resolver.  Since they
  generate referrals, the resolver can cache the most useful referrals
  for a relation and call the catalog function as needed to generate
  new referrals.

  The resolver query processing algorithm obtains an initial set of
  referrals from the distributed catalog service.  It then navigates
  the referral graph, calling catalog functions as necessary to obtain
  additional referrals that narrow the search space. Sometimes, two
  referrals that cover the query have the relationship of general to
  specific to each other.  The resolver eliminates unnecessary access
  function processing by using only the most specific referral along
  each path of the referral graph.

  The search space for the query is initially set to all the data
  repositories in the relation.  As the resolver obtains referrals to
  sets of relevant data repositories (and their associated data access
  functions) it forms the intersection of the referrals to constrain
  the search space further.  The intersection of the referrals includes
  only those data repositories listed in all the referrals.
  Intersection combines independent paths through the referral graph to
  derive benefit from indices on different attributes.




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2.3 Meta-Data and Data Caching

  A Nomenclator query resolver caches the meta-data that result from
  calling catalog functions.  It also caches the responses for queries.
  If the predicate of a new query is covered by the predicate of a
  previous query, Nomenclator calculates the response for the new query
  from the cached response of the old query.  Nomenclator timestamps
  its cache entries to provide measures of the currentness of query
  responses and selective cache refresh.  The timestamps are used to
  calculate a t-bound on query responses [5][1].  A t-bound is the time
  after which changes may have occurred to the data that are not
  reflected in the query response. It is the time of the oldest cache
  entry used to calculate the response.  Nomenclator returns a t-bound
  with each query response.  Users can request more current data by
  asking for responses that are more recent than this t-bound. Making
  such a request flushes older items from the cache if more recent
  items are available.  Query resolvers calculate a minimum t-bound
  that is some refresh interval earlier than the current time.
  Resolvers keep themselves current by replacing items in the cache
  that are earlier than the minimum t-bound.

2.4 Scale and Performance

  Three performance studies of active catalog and meta-data caching
  techniques are available [5].  The first study shows that the active
  catalog and meta-data caching can constrain the search effectively in
  a real environment, the X.500 name space.  The second study examined
  the performance of an active catalog and meta-data caching for single
  users on a local area network.  The experiments showed that the
  techniques to eliminate data repositories from the search space can
  dramatically improve response time.  Response times improve, because
  latency is reduced.  The reduction of latency in communications and
  processing is critical to large-scale descriptive query optimization.
  The experiments also showed that an active catalog is the most
  significant contributor to better response time in a system with low
  load, and that meta-data caching functions to reduce the load on the
  system.  The third study used an analytical model to evaluate the
  performance and scaling of these techniques for a large Internet
  environment.  It showed that meta-data caching plays an essential
  role in scaling the distributed catalog service to millions of users.
  It also showed that constraining the search space with an active
  catalog contributes significantly to scaling data repositories to
  millions of users.  Replication and data caching also contribute to
  the scale of the system in a large Internet environment.







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3.  Registering a CCSO Server

  The Internet Nomenclator Project supports the following home page:

     http://cm.bell-labs.com/cs/what/nomenclator

  The home page provides a variety of information and services.

  Administrators can register their CCSO servers through services on
  this home page.  The registration service collects CCSO server
  location information, contact information for the administrator of
  the CCSO server, implicit and explicit constraints on entries in the
  server's database, and a mapping from the local schema of the CCSO
  server to the schema of the world view.

  The implicit and explicit constraints on the server's database are
  the fuel for Nomenclator's catalog functions.  The registration
  center currently collects constraints on organization name,
  department, city, state or province name, country, phone number,
  postal code, and email address.  These constraints are automatically
  incorporated into Nomenclator's distributed catalog service.  They
  are used by catalog functions in query resolvers to constrain
  searches to relevant CCSO servers.  For example, a database only
  contains information about the computer science and electrical
  engineering departments at a French university.  The department,
  organization and country attributes are constrained.  Nomenclator
  uses these constraints to prevent queries about other departments,
  organizations or countries from being sent to this CCSO server.

  The mapping from the local schema of the CCSO server to the schema of
  the world view allows Nomenclator to translate queries and responses
  for the CCSO server.  The registration center currently collects this
  mapping by requesting an example of how to translate a typical entry
  in the CCSO server into the world view schema and, optionally, an
  example of how to translate a canonical entry in the world view
  schema into the local schema of the CCSO server [4].  These examples
  are then used to generate a mapping program that is stored in the
  distributed catalog service.  The CCSO data access function in the
  query resolver interprets these programs to translate queries and
  responses communicated with that CCSO server.  We plan to release the
  mapping language to CCSO server administrators, so administrators can
  write and maintain the mapping for their servers.  We have
  experimented with more than 20 mapping programs.  They are seldom
  more than 50 lines, and are often shorter.  It typically takes one or
  two lines to map an attribute.






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4.  Using Nomenclator

  The Internet Nomenclator Project currently provides a centralized
  query service on the Internet.  The project runs a Nomenclator query
  resolver that is accessible through its Web page (see the URL in
  Section 3) and the Simple Nomenclator Query Protocol (SNQP) [2].

  The service answers queries that are a conjunction of string values
  for attributes.  A variety of matching techniques are supported
  including exact string matching, matching with wildcards, and word-
  based matching in the style of the CCSO service.  Our web interface
  uses the Simple Nomenclator Query Protocol (SNQP) [2].  Programmers
  can create their own interfaces by using this protocol to communicate
  with the Nomenclator query resolver.  They will require the host name
  and port number for the query resolver which they can obtain from the
  Nomenclator home page.  SNQP, and hence the web interface, are
  defined for US-ASCII.  Support for other character sets will require
  further work.

  Subsequent phases of the project will provide enhanced services such
  as providing advice about the cost of queries and ways to constrain
  queries further to produce faster response times, and allowing users
  to request more current data.  We also plan to distribute query
  resolvers, so users can benefit from running query resolvers locally.
  Local query resolvers reduce latency for the user, and distribute
  query processing load throughout the network.

5.  Summary

  The Internet Nomenclator Project augments existing CCSO services by
  supplying schema integration and fast cross-server searches. The key
  to speed in descriptive query processing is an active catalog, and
  extensive meta-data and data caching.  The Nomenclator system is the
  result of research in distributed systems [5][6][7][4].  It can be
  extended to incorporate other name servers, besides the CCSO servers,
  and to address distributed search and retrieval challenges in other
  application domains. In addition to providing a white pages service,
  the Internet Nomenclator Project will evaluate how an active catalog,
  meta-data caching and data caching perform in very large global
  information system.  The ultimate goal of the project is to refine
  these techniques to provide the best possible global information
  systems.









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6.  Security Considerations

  In the Internet Nomenclator Project, the participants' data are
  openly available and read-only. Since the risk of tampering with
  queries and responses is considered low, this version of Nomenclator
  does not define procedures for protecting the information in its
  queries and responses.

7.  References


  [1]   H. Garcia-Molina, G. Wiederhold. "Read-Only Transactions in
        a Distributed Database,"  ACM Transactions on Database Systems
        7(2), pp. 209-234.  June 1982.

  [2]   Elliott, J., and J. Ordille, "The Simple Nomenclator Query
        Protocol (SNQP)," RFC 2259, January 1998.

  [3]   S. Dorner, P. Pomes. "The CCSO Nameserver: A Description,"
        Computer and Communications Services Office Technical Report,
        University of Illinois, Urbana, USA. 1992. Avaialble in the
        current "qi" distribution from
        <URL:ftp://uiarchive.cso.uiuc.edu/local/packages/ph>

  [4]   A. Levy, J. Ordille. "An Experiment in Integrating Internet
        Information Sources," AAAI Fall Symposium on AI Applications in
        Knowledge Navigation and Retrieval, November 1995.
        <URL:http://cm.bell-labs.com/cm/cs/doc/95/11-01.ps.gz>

  [5]   J. Ordille. "Descriptive Name Services for Large Internets,"
        Ph. D. Dissertation. University of Wisconsin. 1993.
        <URL:http://cm.bell-labs.com/cm/cs/doc/93/12-01.ps.gz>

  [6]   J. Ordille, B. Miller. "Distributed Active Catalogs and
        Meta-Data Caching in Descriptive Name Services," Thirteenth
        International IEEE Conference on Distributed Computing Systems,
        pp. 120-129.  May 1993.
        <URL:http://cm.bell-labs.com/cm/cs/doc/93/5-01.ps.gz>

  [7]   J. Ordille, B. Miller. "Nomenclator Descriptive Query
        Optimization in Large X.500 Environments," ACM SIGCOMM
        Symposium on Communications Architectures and Protocols, pp.
        185-196, September 1991.
        <URL:http://cm.bell-labs.com/cm/cs/doc/91/9-01.ps.gz>







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RFC 2258              Internet Nomenclator Project          January 1998


8.  Author's Address

  Joann J. Ordille
  Bell Labs, Lucent Technologies
  Computing Sciences Research Center
  700 Mountain Avenue, Rm 2C-301
  Murray Hill, NJ 07974  USA

  EMail: [email protected]










































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RFC 2258              Internet Nomenclator Project          January 1998


9.  Full Copyright Statement

  Copyright (C) The Internet Society (1998).  All Rights Reserved.

  This document and translations of it may be copied and furnished to
  others, and derivative works that comment on or otherwise explain it
  or assist in its implementation may be prepared, copied, published
  and distributed, in whole or in part, without restriction of any
  kind, provided that the above copyright notice and this paragraph are
  included on all such copies and derivative works.  However, this
  document itself may not be modified in any way, such as by removing
  the copyright notice or references to the Internet Society or other
  Internet organizations, except as needed for the purpose of
  developing Internet standards in which case the procedures for
  copyrights defined in the Internet Standards process must be
  followed, or as required to translate it into languages other than
  English.

  The limited permissions granted above are perpetual and will not be
  revoked by the Internet Society or its successors or assigns.

  This document and the information contained herein is provided on an
  "AS IS" basis and THE INTERNET SOCIETY AND THE INTERNET ENGINEERING
  TASK FORCE DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING
  BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE INFORMATION
  HEREIN WILL NOT INFRINGE ANY RIGHTS OR ANY IMPLIED WARRANTIES OF
  MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
























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