Presentation by: Paul Kieffer Customizing Banner Integration to Canvas This is my first time presenting, so I’m a bit nervous.

Customizing Banner Integration to Canvas Background Renaming Course Sections Adding Staff Members Setting Up College & Dept Sub-Accts Future Directions Questions Today, I plan on covering the following topics.

My Background Xavier University Graduate 14 years corporate experience Returned to Xavier in 2000 Learning Systems Administrator

Xavier University Catholic Jesuit University founded 1831 Located in Cincinnati, Ohio Undergraduate enrollment 4500+ Graduate enrollment 2000+ Musketeers - Big East Conference

Xavier University LMS History Blackboard 2002- 2014 Started with self hosting version 5 Ended with BB hosting version 9.1 sp9 Canvas phase-in fall 2013 thru spring 2014

Renaming Course Sections What’s the problem? On Blackboard, course information included term, course, and section On Canvas, in the course drop down menu, it is hard to differentiate a course from one term or section to another on a quick glance

Here is an example from the course import content screen where you see two courses that look exactly alike. Same name. Same semester. How do you tell them apart?

Renaming Course Sections Can we fix this on the Canvas side? Check Canvas IMS ES Importer Plugin Set by your Canvas account manager Only one name allowed per section record

Renaming Course Sections Settings 1) Short – Banner CRN ex.) 56461 2) Long – Subject, course, section ex.) ACCT-200-10 3) Full – Description ex.) Introductory Financial Accounting

Renaming Course Sections Our current IMS ES Importer settings as seen by our Canvas manager.

Renaming Course Sections What did we want to see ? On Instructor course list and search: ACCT-200-06 Introductory Financial Accounting (Long + Full) At the top of each course: 201501-ACCT-200-06 (Term + Long)

Term + Long Here are some examples. At the top of the course on the home page.

Long + Full Term + Long On the settings page.

Term + Long And on the sections page.

Renaming Course Sections What’s the solution? Step 1 Edit Banner package ICSSKCOM Increase long_desc from 15 to 22 characters for term code ‘-’ “old” long_desc Increase full_desc from 30 to 46 characters for “old” long_desc ‘ ‘ “old” full_desc I apologize for the Banner detail, but this will help you replicate what we did at Xavier. Don’t feel you have to write this down, the slides will be available later.

Renaming Course Sections Step 2 Add custom functions in ICSSKCOL to populate new fields xu_section_long_desc xu_section_full_desc

Renaming Course Sections FUNCTION xu_section_long_desc(subj_code_in ssbsect.ssbsect_subj_code%TYPE, crse_numb_in ssbsect.ssbsect_crse_numb%TYPE, seq_numb_in ssbsect.ssbsect_seq_numb%TYPE, term_code_in ssbsect.ssbsect_term_code%TYPE DEFAULT NULL) RETURN VARCHAR2 IS l_old_long_desc VARCHAR2(15) NULL; l_separator_char VARCHAR2(1) NULL; BEGIN l_old_long_desc := f_calc_section_long_desc(subj_code_in, crse_numb_in, seq_numb_in); IF term_code_in IS NOT NULL AND l_old_long_desc IS NOT NULL THEN l_separator_char := '-'; END IF; RETURN term_code_in || l_separator_char || l_old_long_desc; END xu_section_long_desc; This is the function for the new long description. (Wait 10 seconds)

Renaming Course Sections FUNCTION xu_section_full_desc(crse_title_in ssbsect.ssbsect_crse_title%TYPE DEFAULT NULL, subj_code_in ssbsect.ssbsect_subj_code%TYPE, crse_numb_in ssbsect.ssbsect_crse_numb%TYPE, term_code_in ssbsect.ssbsect_term_code%TYPE, seq_numb_in ssbsect.ssbsect_seq_numb%TYPE) RETURN VARCHAR2 IS l_old_long_desc VARCHAR2(15) NULL; l_old_full_desc ssbsect.ssbsect_crse_title%TYPE NULL; l_separator_char VARCHAR2(1) NULL; BEGIN l_old_long_desc := f_calc_section_long_desc(subj_code_in, crse_numb_in, seq_numb_in); l_old_full_desc := f_calc_section_full_desc(crse_title_in, subj_code_in, term_code_in); IF l_old_long_desc IS NOT NULL AND l_old_full_desc IS NOT NULL THEN l_separator_char := ' '; END IF; RETURN l_old_long_desc || l_separator_char || l_old_full_desc; END xu_section_full_desc; This is the function for the new full description. (Wait 10 seconds)

Renaming Course Sections Step 3 Change function f_get_section in ICSSKCOL to call these custom functions

Renaming Course Sections -- Calculate long description. -- section_rec.long_desc := xu_section_long_desc(ssbsect_row_in.ssbsect_subj_code, ssbsect_row_in.ssbsect_crse_numb, ssbsect_row_in.ssbsect_seq_numb, ssbsect_row_in.ssbsect_term_code); -- Calculate full description. section_rec.full_desc := xu_section_full_desc(ssbsect_row_in.ssbsect_crse_title, ssbsect_row_in.ssbsect_subj_code, ssbsect_row_in.ssbsect_term_code, ssbsect_row_in.ssbsect_seq_numb); Here is the code for that update. (Wait 10 seconds)

Renaming Course Sections Step 4 To update current courses or import new courses with the improved format, run start of term imports through ICGORLDI and import the xml into Canvas I will cover this final step in more detail later.

Adding Staff Members What’s the problem? All Faculty and Students load from Banner to Canvas, but not our staff members The staff is not part of a Banner course, but need to be available on Canvas to add to any course manually

Adding Staff Members What’s the solution? Need to modify the Banner ICSPKLDI package Relevant code is in two separate places, beginning on lines 245 and 608 of the standard unedited package

Adding Staff Members If person has STUDENT or FACULTY role, set the onlinetopic flag If person_is_student_out = ‘Y’ Or person_is_faculty_out = ‘Y’ Then onlinetopic_out := ‘Y’ Add an ‘employee’ role check to the if statement.

Adding Staff Members To update existing staff, run start of term imports through ICGORLDI and import the xml into Canvas Again, more on the start of term later.

Setting up College & Dept Sub-Accts What’s the problem? With Blackboard, we loaded everything from the section level With Canvas, if you want more than one base sub-account, you need to load on the course level

Setting up College & Dept Sub-Accts What’s the solution? Step 1 Set the Integration partner system code validation in GTVINTP

It does not matter how you designate the integration partner code It does not matter how you designate the integration partner code. An old code can be reused to avoid database changes for all courses.

Setting up College & Dept Sub-Accts One LMS: the BB integration partner code may be reused with the com_sct_ldi_sis_LmsSync destination (topic) in the Luminis Message Broker More than one LMS: you will need to define an additional integration partner code and destination (topic) in the Luminis Message Broker

Setting up College & Dept Sub-Accts Step 2 Set the Integration partner system rules in GORINTG

Here is the destination you need to reuse or create in the Luminis Message Broker.

Setting up College & Dept Sub-Accts Step 3 Check existing Banner course data in SSASECT Set the integration partner for all section levels of the course here For Blackboard, we were done

Setting up College & Dept Sub-Accts Step 4 For Canvas, more steps are needed Enter course level detail information in SCADETL by clicking the integration partners tab and adding your code This should be done for any new course that you want loaded to Canvas.

Setting up College & Dept Sub-Accts Step 5 If you did not update SCADETL previously, the SCRINTG table will be empty Apply the Catalog Integration Partner API from Banner to populate the SCRINTG table and then set it to run periodically

Setting up College & Dept Sub-Accts Step 6 Update GOREQNM to activate loading of events for colleges, departments, and courses

Setting up College & Dept Sub-Accts Step 7 Run ICGORLDI with the required parameters for the term you need to load Make note of the job number at the bottom of the screen for future reference

Here’s where you need to consult your Banner manuals Here’s where you need to consult your Banner manuals. Each job is for one term only. Enter your 6 digit term here. Enter Y to extract the colleges. Enter F to extract the academic departments only. Enter S to extract specified courses for the select term.

Paging down on the same screen, Enter S to extract specified sections for the select term. Then N for the rest of the parameters if you have already loaded them. It is important to enter your partner code here that you created previously.

Paging down again - to the bottom of the parameters Paging down again - to the bottom of the parameters. Click down in the bottom section of the screen and hit pf10 to submit the job. A job number should pop up. It is a good idea to note this number and the semester it represents. You will need it for the next step.

Setting up College & Dept Sub-Accts Step 8 Check your Banner job server for the ICGORLDI XML file that was generated Download the file Import the file to Canvas via the SIS import screen using IMS Enterprise Specification XML.zip

Setting up College & Dept. Sub-Accts Step 9 Check Canvas sub-accounts for file structure creation If courses for the imported term were previously in one base account, they should now be moved to their assigned college and department

Setting up College & Dept. Sub-Accts Step 10 Since Banner does not make the distinction of an active/inactive college or department, there may be a few empty accounts to delete once the load is complete

Future Directions Fix start/end date/time issues Instructional method for courses Cancelled courses Other courses not used, like transfers Loading Canvas grades to Banner

Customizing Banner Integration to Canvas Manuals Luminis Platform: Luminis Message Broker Installation and Administration Guide Integration Solutions: Integration for e- Learning for use with LDIS-P Banner Administration Guide A couple very useful manuals from Ellucian.

Customizing Banner Integration to Canvas Questions ?

Customizing Banner Integration to Canvas Contact Information: Paul Kieffer Xavier University Learning Systems Administrator kieffer@xavier.edu