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

2. 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.

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

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

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

6. 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

7. 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?

8. 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

9. Renaming Course Sections
Settings 1) Short – Banner CRN ex.) ) Long – Subject, course, section ex.) ACCT ) Full – Description ex.) Introductory Financial Accounting

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

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

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

13. Long + Full
Term + Long
On the settings page.

14. Term + Long
And on the sections page.

15. 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.

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

17. 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)

18. 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)

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

20. 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)

21. 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.

22. 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

23. 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

24. 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.

25. 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.

26. 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

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

28. 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.

29. 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

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

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

33. 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

35. 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.

37. 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

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

41. 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

42. 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.

43. 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.

44. 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.

45. 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

46. 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

47. 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

49. 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

50. 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.

51. Customizing Banner Integration to Canvas
Questions ?

52. Customizing Banner Integration to Canvas
Contact Information: Paul Kieffer Xavier University Learning Systems Administrator