Multi-Institution Installation for
Partner Cloud
Partner Cloud Building Block
April 2015 Release (1.5.201410942)
Blackboard Learn 9.1 SP13+
May 14th, 2015
Table of Contents
Partner Cloud Overview ......................................................................................................................... 3
Multi-institution Installation Overview ............................................................................................ 3
Identifying Institutions by Courses ..................................................................................................... 4
Identifying Institutions by Users ......................................................................................................... 4
Selecting a Tool: Courses vs. Users ..................................................................................................... 4
Identify Institution by User: Institution Role.................................................................................. 5
Institutional Role – a walkthrough: .............................................................................................................. 5
Identify Institution by User: User Attribute .................................................................................... 8
User Attribute – a walkthrough:..................................................................................................................... 8
Identify Institution by Course: Institutional Hierarchy ............................................................ 10
Institutional Hierarchy – a walkthrough: ................................................................................................. 11
Identify Institution by Course: Data Source Keys ........................................................................ 16
Data Source Keys – a walkthrough:............................................................................................................. 17
Identify Institution by Course: Domains......................................................................................... 25
Domains – a walkthrough: .............................................................................................................................. 26
Selecting a Tool: Users Identifier or Course Identifier? ............................................................ 32
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Partner Cloud Overview
The Basics
By default, all courses in a Blackboard Learn environment will have the same level of access and functionality to the partners enabled for that environment. Any partners
set to "Available" in the Partner Cloud configuration screen (Figure 1) will be available for use to instructors (Figure 2):
Admin Panel  Cloud Management  Partner Cloud Settings
Figure 1
Course Tools  Commercial Content Tools & Course Content Areas
Figure 2
Multi-institution Installation Overview
Segmenting Access to Partner Tolls & Content
In many cases, only one institution uses a Blackboard Learn environment. However, there are many examples of Blackboard Learn environments being shared by multiple
institutions. In shared environments, the organization, segmentation, and alignment by "institution" can depend on a variety of segmentation factors. These factors may
include things like geographic locations, user and/or course types, and budget allotments. For higher education customers, these "institutions" may align to various colleges,
departments, programs, cohorts, etc. In K-12 education, "institutions" may represent organizational elements such as brick and mortar school buildings within a district,
district offices, grade levels, or departments.
When multiple institutions are sharing a single Blackboard Learn environment, certain partner licensing agreements may vary between one or more institutions using the
same Blackboard Learn environment. Often, this means that teachers and students in certain Blackboard courses are provided with different partner functionality than
teachers and students in other Blackboard courses. When redirecting users from Blackboard to the external partner site, Partner Cloud can relay to the partner specific
contextual information about the Blackboard Learn environment, specific resource requested, user, course, user's course role, and optionally, any "institution(s)"
(departments, schools, programs, etc.) to which the course belongs. It is this course ownership data that enables partners to deliver the appropriately licensed functionality
to the user requesting the resource. The Multi-Institution Installation option in Partner Cloud is what enables users in specific Blackboard courses to experience
differentiated partner functionality when using Partner Cloud integrations based on licensing agreements between the "institution" and the partner.
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Identifying Institutions by Courses
Controlling Partner Access by Course Enrollments
If users in certain courses are allowed to experience specifically licensed partner functionality (one "institution") which is different from the partner functionality allowed to
be experienced by users in other courses (a different "institution"), those courses need to be aligned with their institutional "owner", and that institutional ownership data
can then be passed to the partner via the Partner Cloud integration. By organizing the desired courses to align with the relevant institutional owner, the partner can parse
that ownership data to determine what level of functionality to deliver.
Partner Cloud can leverage 3 different administrative tools that can be used to organize, "flag", or "bucket" courses in Blackboard Learn. These include: Institution
Hierarchy, Data Source Keys, and Domains. While each of these tools offers a full host of functionality that has no inherent connection to Partner Cloud, they all share a
common feature: the ability to create and manage course groupings. In many cases, a Blackboard Learn system administrator may already be using one or more of these
administrative tools for other purposes – this does not exclude them from being used to enable a multi-institution installation in Partner Cloud.
Identifying Institutions by Users
Controlling Partner Access by User Properties
If certain users (irrespective of their course enrollments) are allowed to experience specifically licensed partner functionality (one "institution") which is different from the
partner functionality allowed to be experienced by other users (a different "institution"), those users need to be aligned with their institutional "owner", and that
institutional ownership data can then be passed to the partner via the Partner Cloud integration. By organizing the desired users to align with the relevant institutional
owner, the partner can parse that ownership data to determine what level of functionality to deliver.
Partner Cloud can leverage 2 different administrative tools that can be used to organize, "flag", or "bucket" users in Blackboard Learn. These include: Institution Role and
User Attribute. While each of these tools offers a full host of functionality that has no inherent connection to Partner Cloud, they all share a common feature: the ability to
create and manage user groupings. In many cases, a Blackboard Learn system administrator may already be using one or more of these administrative tools for other
purposes – this does not exclude them from being used to enable a multi-institution installation in Partner Cloud.
Note: preference to IR
Selecting a Tool: Courses vs. Users
How Do They Work?
When deciding between identifying your multi-institution installation by courses (Institution Hierarchy, Data Source Keys, and Domains) or by users (Institution Role or
User Attribute), each of these tools has its own advantages and disadvantages depending on a variety of local factors. These factors might include the partner integration
implementation timeline, configuration of the Learn environment, availability of course-institution assignment data, availability of user-institution assignment data, and
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staff skill level. Understanding how each tool can be used to enable a multi-institution installation of Partner Cloud will help determine which tool is best suited for a given
Blackboard Learn environment.
In most cases, it is advised to configure a Multi-Institutional Partner Cloud environment using one of the Course level identifiers – preferably Institutional Hierarchy,
Identify Institution by User: Institution Role
Overview
All users in Learn must have one Institutional Role assigned as their Primary Institution Role, and can have any number of Secondary Institutional Role assignments.
Institution Roles permit content and services to be delivered to subsets of users. Institutional Role assignments are defined when users are created, and can be modified on
any existing user. If a primary Institution Role is not specified when a user is created, the user will be assigned the Role ID of "Student." The Primary Institutional Role
assignments of users can be configured in the Users area of the System Administration tab, the Batch Create User utility, or the Student Information System Integrations
framework (Snapshot Flat File, XML, LIS, etc.). The Secondary Institutional Role assignments of users can only be configured in the Users area of the System Administration
tab, or the Student Information System Integrations framework (Snapshot Flat File, XML, LIS, etc.).
The example below shows the Institutional Role assignments of a user, and enables the Multi-Institution Installation option for Partner Cloud using Institutional Role.
Institutional Role – a walkthrough:
Primary Institutional Role assignments can be managed
manually in the UI, via feed files, or though SIS
integration.
Secondary Institutional Role assignments can be
managed manually in the UI or though SIS integration.
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Institutional Role – a walkthrough:
In this example, the “institution” will be identified by
those users assigned the (Primary or Secondary)
Institutional Role of “Clarendon Ed Center - Extended
Day”.
You now have a specific set of users tagged by
institutional role. This role assignment can be used by
Partners to customize the functionality delivered to
users that are redirected to the partner site via their
Partner Cloud integration.
To do this, go to: Admin Panel  Partner Cloud
Settings. Scroll down to Multi-Institution Installation,
and set Support Multiple Institutions to "Yes", and set
Identify Institutions by to "Institution Role". Click
Submit.
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Institutional Role – a walkthrough:
After enabling the Multi-Institution Installation feature
in Partner Cloud Settings, you need to update the MultiInstitution Installation settings for the specific partner
integration that will be delivering custom functionality
depending on the course users have been redirected
from.
Note: This example uses the Discovery Education
integration:
Return to: Admin Panel  Partner Cloud Settings. Scroll
down to the integration, and select Settings from the
drop-down menu.
Scroll down to the specific/multi institution installation
option, and set it to "Yes". Then select the desired
Institution Identifiers (in this case: Institution Roles) that
represent the groups of user requiring custom
functionality from the partner. Click Submit when you're
finished.
You can work with the partner to ensure they
understand what your Institutional Role schema means
with regard to the delivery of any custom functionality
to your specific groups of users.
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Identify Institution by User: User Attribute
Overview
All users in Learn can have a variety of optional fields that can be populated with metadata about the user. Among those fields, the value populated to a user’s “Company”,
“Job Title”, or “Department” record can be used to organize and segment users into a variety of logical groupings based on the needs of the "institutions" that share your
Blackboard Learn environment. The “Company”, “Job Title”, or “Department” values of users can be configured in the Users area of the System Administration tab, the Batch
Create User utility, or the Student Information System Integrations framework (Snapshot Flat File, XML, LIS, etc.).
The example below uses the User Attribute value of “Department”, and enables the Multi-Institution Installation option for Partner Cloud using User Attribute: Department.
User Attribute – a walkthrough:
Company, Job Title, and Department assignments can be
managed manually in the UI, via feed files, or though SIS
integration.
Note: To use batch files via the Data Integration
framework, first setup a Student Information System
Integration: See steps 1-8 in the Data Source Keys
walkthrough in this document.
In this example, the “institution” will be identified by
those users assigned the Department of “Instructional
Services”.
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User Attribute – a walkthrough:
You now have a specific set of users tagged by their User
Attribute (Company, Department, or Job Title). The
selected user attribute assignment can be used by
Partners to customize the functionality delivered to
users that are redirected to the partner site via their
Partner Cloud integration.
To do this, go to: Admin Panel  Partner Cloud
Settings. Scroll down to Multi-Institution Installation,
and set Support Multiple Institutions to "Yes", and set
Identify Institutions by to "User Attribute". Select the
desired attribute (Company, Department, or Job Title).
Click Submit.
After enabling the Multi-Institution Installation feature
in Partner Cloud Settings, you need to update the MultiInstitution Installation settings for the specific partner
integration that will be delivering custom functionality
depending on the course users have been redirected
from.
Note: This example uses the Discovery Education
integration:
Return to: Admin Panel  Partner Cloud Settings. Scroll
down to the integration, and select Settings from the
drop-down menu.
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User Attribute – a walkthrough:
Scroll down to the specific/multi institution installation
option, and set it to "Yes". Then select the desired
Institution Identifiers (in this case: User Attribute:
Department) that represent the groups of user requiring
custom functionality from the partner. Click Submit
when you're finished.
You can work with the partner to ensure they
understand what your User Attribute schema means
with regard to the delivery of any custom functionality
to your specific groups of users.
Note: In order for a selected user attribute value to
appear on this screen, there must be a minimum of 2
users (system-wide) that have the value on their user
record. In this example, “Biology” and “Instructional
Services” appear as options because at least 2 users on
the system have their department field set to the value
of “Biology”, and at least 2 other users on the system
have their department field set to the value of
“Instructional Services”.
Identify Institution by Course: Institutional Hierarchy
Overview
*Institutional Hierarchy is available only if your school licenses Community Engagement. The Institutional Hierarchy is a hierarchy management user interface designed to
allow administrators to create a multi-level framework within Blackboard Learn that mirrors their institution. For example, an institution with multiple schools with
departments or multiple academic programs with academic plans and courses.
By creating a structure of nodes, you can organize courses (and other elements) into a variety of logical groupings based on the needs of the "institutions" that share your
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Institution Installations with regard to Partner Cloud. Even if there is an Institutional Hierarchy already in place, you can add an unlimited number of node structures
intended for dedicated purposes – like Partner Cloud. For the purposes of a Multi-Institution Installation of Partner Cloud, the only components of Institutional Hierarchy
needed are the creation of any relevant nodes and the designated courses added to those nodes.
The example below creates a new Institutional Hierarchy node structure, adds courses to the node, and enables the Multi-Institution Installation option for Partner Cloud
using Institutional Hierarchy. For additional information and documentation, see the Blackboard Help article on Institutional Hierarchy for Community Engagement.
Institutional Hierarchy – a walkthrough:
Nodes and course assignments can be created manually
in the UI, or via batch feed files leveraging the Data
Integration framework.
Note: To use batch files via the Data Integration
framework, first setup a Student Information System
Integration: See steps 1-8 in the Data Source Keys
walkthrough in this document.
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Institutional Hierarchy – a walkthrough:
Prepare a Hierarchy feed file with the appropriate
required and optional fields (column headers), and nodes.
The nodes in this feed should align to those nodes you are
segmenting into their own "institution" with regard to
your Multi-Institution Installation of Partner Cloud.
See an example of a working Hierarchy feed file:
Hierarchy Node.txt
For additional information and documentation, see the
Blackboard Help article on Snapshot Flat Files for
Hierarchy Nodes.
Go to Admin Panel  Data Integration  Student
Information System Integrations  Upload Feed File.
Browse and select your hierarchy node feed file, set Data
Type to "Hierarchy Node", and select "Store" for the
Operation Type. Click Submit to upload your feed file.
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Institutional Hierarchy – a walkthrough:
Prepare a Course Association feed file with the
appropriate required and optional fields (column
headers), courses and nodes. The course-node
assignments in this feed should align to those courses and
nodes you are segmenting into their own "institution"
with regard to your Multi-Institution Installation of
Partner Cloud.
See an example of a working Course Association feed file:
Course Association.txt
For additional information and documentation, see the
Blackboard Help article on Snapshot Flat Files for
Hierarchy Course Association.
Note: All courses and nodes referenced in a Course
Association file must already exist on the system.
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Institutional Hierarchy – a walkthrough:
Go to Admin Panel  Data Integration  Student
Information System Integrations  Upload Feed File.
Browse and select your Course Association feed file, set
Data Type to "Course Association", and select "Store" for
the Operation Type. Click Submit to upload your feed file.
Now that you've loaded a node hierarchy structure and
loaded a set of courses into one or more nodes, you can
visualize and inspect your work by viewing the
Institutional Hierarchy. To view, create and manage
Institutional Hierarchy, go to: Admin Panel 
Institutional Hierarchy
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Institutional Hierarchy – a walkthrough:
You can use the side bar to navigate your existing
hierarchy. Ensure that any desired nodes have been
created and are living in the proper place within your
intended structure (hierarchy). Verify that the proper
courses have been added to the proper nodes by locating
the node in the layout and clicking on Courses within the
node.
Note: You can also add, delete, and manage nodes and
course associations from this screen. This can be helpful
for one-off adjustments or manual data management.
However, maintain and loading nodes and course
associations is usually a better way to go for long-term
sustainability and management of Institutional Hierarchy.
You now have a specific set(s) of courses that belong to
specific node(s). The course nodes can be used by
Partners to customize the functionality delivered to users
that are redirected to the partner site via their Partner
Cloud integration.
To do this, go to: Admin Panel  Partner Cloud Settings.
Scroll down to Multi-Institution Installation, and set
Support Multiple Institutions to "Yes", and set Identify
Institutions by to "Institution Hierarchy". Click Submit.
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Institutional Hierarchy – a walkthrough:
After enabling the Multi-Institution Installation feature in
Partner Cloud Settings, you need to update the MultiInstitution Installation settings for the specific partner
integration that will be delivering custom functionality
depending on the course users have been redirected
from.
Note: This example uses the Discovery Education
integration:
Return to: Admin Panel  Partner Cloud Settings. Scroll
down to the integration, and select Settings from the
drop-down menu.
Scroll down to the specific/multi institution installation
option, and set it to "Yes". Then select the desired
Institution Identifiers (in this case: Hierarchy Nodes) that
represent the groups of courses requiring custom
functionality from the partner. Click Submit when you're
finished.
You can work with the partner to ensure they understand
what your Institutional Hierarchy Node schema means
with regard to the delivery of any custom functionality to
your specific groups of courses.
Identify Institution by Course: Data Source Keys
Overview
Data Source Keys (DSK) are labels made up of alpha-numeric strings that allow different types of data from a single data source to be grouped together so that they can be
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handled in a single operation. Using Data Source Keys breaks up your data to optimize system resources and meet business rules. Courses can only have one DSK; it is
assigned at the time of creation, and can be changed later if needed. Courses created in the UI will always automatically have the DSK of "SYSTEM". Courses loaded via data
integration can be assigned a specific DSK value. While DSK's can be created and managed by a System Administrator in the Learn UI, DSK assignments of existing courses
cannot be modified via the UI in Learn. Changing the DSK of a course can only be performed via a data integration load.
In Lean environments where SIS data integration is already in place, there will be an existing DSK scheme for courses (and other records). It may or may not be possible to
leverage the existing course DSK scheme toward a Multi-Institution Installation for Partner Cloud.
The example below creates a new Data Source Key, a new Student Information System Integration, and loads a set of new courses into a designated DSK, and enables the
Multi-Institution Installation option for Partner Cloud using Data Source Keys. For additional information and documentation, see the Blackboard Help article on Data
Source Keys.
Data Source Keys – a walkthrough:
Create and manage Data Source Keys by going to: Admin
Panel  Data Integration  Data Sources
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Data Source Keys – a walkthrough:
To create a new Data Source Key, click Create Data
Source.
Note: Existing Data Source Keys (and their associated
records), can also be managed from this screen.
Enter a value for Key (this will be the DSK identifier) and a
description. Then, click Submit.
Note: This Data Source Key should represent one of your
"institutions" in your Multi-Institution Installation. You will
later be assigning a specific set of courses to this Data
Source Key as a way to identify them as belonging to a
specific institution with regard to Partner Cloud.
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Data Source Keys – a walkthrough:
After clicking Submit, your newly created Data Source will
be displayed among all of the other existing Data Source
Keys on the system.
Now that your new Data Source Key has been created,
you can assign the key to newly created courses when
uploading course data feeds in the UI. Go to: Admin Panel
 Data Integration  Student Information System
Integrations
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Data Source Keys – a walkthrough:
Click on Create Integration  Snapshot Flat File
Enter values for the Integration Name and Description
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Data Source Keys – a walkthrough:
Select the desired Feed File Delimiter and set the
Integration Status to "Active". Select the "Use the same
Learn Data Source for all new inbound data" option, and
choose your new Data Source Key from the drop-down
menu. This will simplify the creation of the course batch
files by eliminating the need to always include a
data_source_key column in the course feed.
After making any other configurations on this page, click
Submit.
Prepare a Course feed file with the appropriate required
and optional fields (column headers), and course records.
The course records in this feed should align to those
courses you are segmenting into their own "institution"
with regard to your Multi-Institution Installation of
Partner Cloud.
See an example of a working course feed file: Courses.txt
For additional information and documentation, see the
Blackboard Help article on Snapshot Flat Files for Courses.
Note: You can also reassign DSK's on existing courses
using the new_data_source_key function.
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Data Source Keys – a walkthrough:
When your course feed file is ready, go back to: Admin
Panel  Data Integration  Student Information
System Integrations. Locate your newly created Data
Integration and select Upload Feed File from the context
menu.
Browse and select your course feed file, set Data Type to
"Course", and select "Store" for the Operation Type. Click
Submit to upload your feed file.
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Data Source Keys – a walkthrough:
At this point, you have created a Data Source Key, and
added a Student Information System Integration (flat file)
that specifically uses your new DSK when creating new
records – in this case, courses. By uploading a course feed
file to the integration, new courses were created and
assigned to your specified Data Source Key.
To check your work, go to Admin Panel  Courses, and
search for your new courses by Course ID or Data Source
Key. The "Data Source Key" column will indicate the
currently associated DSK for each course.
You can also see all a comprehensive view of all records
(courses, users, enrollments, etc.) assigned to each Data
Source Key by going to Admin Panel  Data Integration
 Data Sources and clicking on the desired DSK.
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Data Source Keys – a walkthrough:
Clicking on a Data Source Key in this screen will generate
a report count of record types, enabled records and
disabled records for that DSK.
You now have a specific set of courses that share a
specific Data Source Key. The course Data Source Key can
be used by Partners to customize the functionality
delivered to users that are redirected to the partner site
via their Partner Cloud integration.
To do this, go to: Admin Panel  Partner Cloud Settings.
Scroll down to Multi-Institution Installation, and set
Support Multiple Institutions to "Yes", and set Identify
Institutions by to "Data Source Key". Click Submit.
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Data Source Keys – a walkthrough:
After enabling the Multi-Institution Installation feature in
Partner Cloud Settings, you need to update the MultiInstitution Installation settings for the specific partner
integration that will be delivering custom functionality
depending on the course users have been redirected
from.
Note: This example uses the Discovery Education
integration:
Return to: Admin Panel  Partner Cloud Settings. Scroll
down to the integration, and select Settings from the
drop-down menu.
Scroll down to the specific/multi institution installation
option, and set it to "Yes". Then select the desired
Institution Identifiers (in this case: Data Source Keys) that
represent the groups of courses requiring custom
functionality from the partner. Click Submit when you're
finished.
You can work with the partner to ensure they understand
what your Data Source Key schema means with regard to
the delivery of any custom functionality to your specific
groups of courses.
Identify Institution by Course: Domains
Overview
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*Domains are available only if your school licenses community engagement. Domains offer a customizable, flexible, and secure system administration model. Domains gather
courses, organizations, users, tabs, and modules into defined sets called collections. Each domain can have one or many collections. Once established, administration of a
domain is controlled by assigning system roles to users that only apply to that domain. For example, administration of all users in the Law School can be assigned to Law
School staff and administration of all the users in the Business School can be assigned to Business School staff.
The example below creates a Domain, adds courses to the Domain, and enables the Multi-Institution Installation option for Partner Cloud using Domains. For additional
information and documentation, see the Blackboard Help article on Domains for Community Engagement.
Domains – a walkthrough:
Domain creation and management is a manual process
and must be performed by the System Administrator in
the UI. To do this, go to: Admin Panel  Domains
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Domains – a walkthrough:
Click Create Domain
Enter a value for the Domain Name, Domain ID and a
Description. Click Submit.
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Domains – a walkthrough:
Your newly created Domain will appear in the list of
Domains existing on the system. Locate your Domain, and
select Manage Collections from the drop-down menu.
From the Courses drop-down menu, select Edit.
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Domains – a walkthrough:
Under General Collection Options, select "Include items
according to the criteria below". While Domain Collections
provide a variety of different configuration options,
"Course Catalog Categories Criteria" or "Specific Courses"
are the best options with regard to Multi-Institution
Installations for Partner Cloud.
To define a group(s) of courses by Course Catalog
Category, select "Specific Categories" and move the
desired course catalog categories over to the Selected
Items box.
See an example of a working Course Category feed file:
Course Categories.txt
See an example of a working Category Membership feed
file: Category Membership.txt
For additional information and documentation, see the
Blackboard Help article on Snapshot Flat Files for Course
Categories and Snapshot Flat Files for Category
Membership.
To define a group of courses by individual Course ID (used
in this example), click Browse to search and select the
desired courses to include in this Domain. Click Submit
Note: If you already know the list of desired courses to
include in the domain, you can paste a list of Course IDs
separated by commas (no spaces). See an example specific
courses: Specific Courses.txt
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Domains – a walkthrough:
After clicking Submit, you will be taken to a summary
screen of your Domain and its collections(s). If you
declared a specific list of courses, they will be displayed on
this screen.
Note: Ensure that under Collection Options, it says "Include
items according to criteria below".
You now have a specific set(s) of courses that belong to
specific Domain(s). The Domains can be used by Partners
to customize the functionality delivered to users that are
redirected to the partner site via their Partner Cloud
integration.
To do this, go to: Admin Panel  Partner Cloud Settings.
Scroll down to Multi-Institution Installation, and set
Support Multiple Institutions to "Yes", and set Identify
Institutions by to "Domains". Click Submit.
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Domains – a walkthrough:
After enabling the Multi-Institution Installation feature in
Partner Cloud Settings, you need to update the MultiInstitution Installation settings for the specific partner
integration that will be delivering custom functionality
depending on the course users have been redirected from.
Note: This example uses the Discovery Education
integration:
Return to: Admin Panel  Partner Cloud Settings. Scroll
down to the integration, and select Settings from the
drop-down menu.
Scroll down to the specific/multi institution installation
option, and set it to "Yes". Then select the desired
Institution Identifiers (in this case: Domains) that
represent the groups of courses requiring custom
functionality from the partner. Click Submit when you're
finished.
You can work with the partner to ensure they understand
what your Domain schema means with regard to the
delivery of any custom functionality to your specific groups
of courses.
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Selecting a Tool: Users Identifier or Course Identifier?
Comparisons
After reviewing the functionality of the user-grouping options and the course-groupings options, you can determine which tool is best to enable your multi-institution
installation of Partner Cloud.
Multi-Institutional
Installation Identifier
Advantages
Disadvantages
Consideration Factors
Institutional Hierarchy
 Can be programmatically managed via
Integration framework
 Specific courses can be identified via the
UI without the need for additional
administrative setup or data loading
 Courses can belong to multiple nodes
allowing for overlapping setup
 Requires an understanding of hierarchy
node principles in Learn
 Requires creation of node structure and
creation of node-course associations
 Nodes representing multi-institution
setup for Partner Cloud can be setup
without interfering with other node
schemas
 Setting up an Institutional Hierarchy can
be useful when using other features and
tools in Learn such as Enterprise Surveys,
Evidence Collection, and Reporting.
Data Source Keys
 Can be programmatically managed via
Integration framework
 Requires creation and loading of course
batch data feed file
 Requires an understanding of data
integration principles in Learn
Domains
 Specific courses can be identified via the
UI without the need for additional
administrative setup or data loading
 May be able to leverage existing Course
Catalog structure
 Courses can belong to multiple domains
allowing for overlapping setup
 With the exception of the Course
Category option, cannot be managed
programmatically via data integration
 Existing Data Source Key naming
convention for courses managed via SIS
may be incompatible with desired course
groupings for multi-institution
installation
 Works best for small groups of specific
courses and/or course groupings that
don't change often
Institution Role
 Can be programmatically managed via
Integration framework
 Secondary Institution Role assignments
can only be managed programmatically
via data integration
User Attribute
 Can be programmatically managed via
Integration framework
 Requires systematically populating
normalized and standard data values to
the user records – a process that may not
currently be in place
 The purpose or driver for existing Primary
and Secondary institutional role
assignments may not completely align
with the segmentation needed for multiinstitution Partner Cloud
 With 3 fields to choose from (Job Title,
Department, or Company), the multiinstitution setup for Partner Cloud can
avoid interfering with other data
schemas
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