IMS LIS 2.0 & Sakai

Nate Angell, Sakai Product Manager, The rSmart Group, Inc.

Duffy Gillman, Sr. Software Engineer, The rSmart Group, Inc.

Alan Hanson, VP Product Management, Teaching and Learning, Sungard SCT

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Overview

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Overview

• Improved Ability for Synching Data• rSmart Increment to Sakora Tool

Contributed by Unicon• Learning Information Services (LIS)

2.0• IMS Global Learning Consortium• Standard for SIS - LMS Integration

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Problem Space

SIS

Courses

Instructors

Students

Sections

Enrollments

CLE

Sites

Groups

RolesSynchronization

&Mapping

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Sakai SIS Integration

SIS Batch• Template Site Shells• Automatic Site Creation per Course

SISCLE

BatchFiles

SiteTemplates

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Sakai SIS Integration

Course Management (CM)• Rich Course Data Model• Data Staged in Sakai• Rosters Pulled in at Site Creation

TimeSISCLE

BatchFiles

StagingTables

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Sakai SIS IntegrationCourse Management - Site/Roster Mapping

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Sakora Builds on Course Management

• Site Creator Maps Rosters to Sites

• Additional Import Capabilities

rSmart Partnership with Sungard to Incorporate and Test LIS 2.0 with Sakora

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Banner Integration for eLearning with LIS 2.0

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IMS Learning Information Services 2.0

• SunGard views the Learning Information Services 2.0 specification as a significant step forward in terms of delivering a robust, comprehensive, and service-oriented industry standard

• SunGard Higher Education is committed to adopting LIS 2.0 and has already completed coding and testing for the core functionality

• SunGard plans to start Beta testing LIS 2.0 compliant integration capabilities in Q2, 2011

• eLearning 8.0.x (IMS 1.1) and eLearning 8.1+ (LIS 2.0) will coexist, but ultimately customers will need to upgrade

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Learning Information Services 2.0 Specifications

• Person Management Service (PMS)• Group Management Service (GMS)• Membership Management Service (MMS)• Course Management Service (CMS) - NEW• Outcomes Management Service (OMS) - NEW• Bulk Data Exchange Management Service (BDEMS) - NEW

• WSDL Bindings for all SOAP-based web services

• Higher Education Profile• SunGard Higher Education Profile

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Bulk Data Exchange

• Provides export of data out of Banner in batch mode• Process extracts data and formats data into LIS 2.0 compliant

XML objects• Output into one or multiple files• Two major administrative concepts:

—Filter Criteria—Tasks

• Once the bulk data file is created in an LIS 2.0 compliant format it is the responsibility of the partner system to import it

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Filter Criteria – 1 of 3

Allows user to select and filter the data extracted from the

Banner database and produced in the xml output file.

• Filter Name• Filter Description• Population Selection (use any existing Banner Population

Selection).• Term Selection – All or Selected• College Selection – All or Selected• Department Selection - All or Selected

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Filter Criteria – 2 of 3

• Person Selection (capability to select persons who have a Logon ID only)

• Filter based on person roles:—Institution Roles:

• Student, Faculty, Learner, Instructor, Staff, Alumni, ProspectiveStudent, Administrator, None

—Custom Roles (continue to publish existing custom roles):• Friends, Finance, DevelopmentOfficer, Prospect, Applicant,

InstitutionAccept, ApplicantAccept, BannerINB, Finaid

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Filter Criteria – 3 of 3

• Partner Code Selection—For one or more LMS (Learning Management System)

• Institution Codes—For clients using Multi-Entity Processing - Pending

• Inactive Enrollments• Faculty Department• Course Data – All, Limited, Specific, Active or None• Course Section Data – All, Limited, Specific or None• Student Enrollment Data – All, Limited, Specific or None• Cross List Data – All, Limited, Specific or None• Faculty Assignment – All, Limited Specific or None

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Task Definitions

• Allows user to define, organize and schedule Bulk Data Extract tasks—Task Name—Task Description—File Location—File Size Limit (in MB)—Partner Name

• Works in conjunction with Filter Criteria

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Bulk Data Exchange – Service Operations

• announceBulkDataExchange – This operation is provided by the target application (in LMS terminology the “Sync Agent” - Luminis, rSmart, Blackboard etc.,). Once an extract file is complete, we have the capability to call this operation.

• reportBulkDataExchange – Our solution exposes a web service for the Sync Agent system to report the status of the bulk data import.

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Bulk Data Exchange – Person data extract use case

1. User configures filter criteria for bulk Person data extract

2. Bulk Data Extract process is executed and produces Bulk Data Transaction File(s) constrained by configuration— Maximum file size can be specified resulting in multiple Transaction

Files depending on volume of data

3. Once the process is complete a ‘bulkBlockManifest’ object is created to inform the consuming system regarding the Transaction File(s) to be picked up and processed

4. The ‘bulkBlockManifest’ is incorporated into an announceBulkDataExchange SOAP Request which is transmitted to the service endpoint exposed by the consuming system (the Learning Management System (LMS))

5. announceBulkDataExchange response is received by Integration for eLearning

6. Data transfer is initiated either via FTP or directly via HTTPS

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Bulk Data Exchange Interaction Diagram – Banner Initiated

reportBulkDataExchange

announceBulkDataExchange

(Banner SIS) (Sakai CLE)

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Integration for e-Learning 8.1 Real-time Integration Architecture

Allows disparate systems to communicate via service calls

Banner

Sakai

Luminis LIS 2.0Service Layer

Sakai CLE LIS 2.0Service Layer

Luminis

Integration for eLearningSingle sign-on

Banner Event Publisher (BEP)

Network / Internet

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Sakora LIS 2.0 Extension

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• Sakora Developed by Unicon• LIS 2.0 Extension by rSmart• Tested with Sakai 2.7 and 2.8

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Architecture

Parses individualXML methods(eg. replacePerson,replaceCourse, ...)into calls to CM

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Real-time Service Calls

LIS SOAP Method Affects CM Object

replacePerson Person

replaceGroup Term, College

replaceCourseTemplate Course

replaceCourseOffering Course Section

replaceSection Course Section

replaceMembership Enrollment

replaceSectionAssociation Cross-Listing

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LIS - Banner - Sakai Data Mapping

LIS 2.0 Banner Sakai

Person Person User

Group Term Term

Course Template

Course Canonical Course

Course Section Course Section Section

Course Offering Course Section Course Offering

Group College Course Set

Group Department Course Set

Membership Student Enrollment

Membership

Membership Faculty Assignment

Membership

Section Association

Cross Listing Section Association

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Bulk Data Exchange

• Initial and Periodic Synchronization• Triggers Batch Process• Sakora Fetches Batch Via FTP• Bulk Data Format Parsed to Real-

time Calls

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Bulk Data Message Format

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Features

Message Queueing• “Fire and Forget”• Large Operations Broken Up• Work Can Occur Simultaneously

Across a Cluster• Fault Tolerance

*Uses MessageService with ActiveMQ

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Features

Web Services• Implemented via Spring Web

Services• Flexible Logging

• Flexible Marshalling/Routing

• Security: Basic HTTP Auth over SSL

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Features

Configurable Extraction of Data• LIS 2.0 Provides Flexibility (eg.

Person Attributes)• Institution or SIS May Label Data

Differently• Parsing of XML Messages Controlled

by Configurable XPath

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Features

Person ID Mapping• Common Use Case - Sakai EID not in

SIS

• Pluggable Mapping Service can Consult any Resource Necessary

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Features

Auditing• Primarily Important for Bulk Data

Exchange

• Pluggable• Ideal is Asynchronous Response to Data

Exchange Call

• Email to Admin

• Results Available in Database

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CONFIGURATION

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Configuration

Sakora Sourcehttps://source.sakaiproject.org/contrib/unicon/sakora

MessageService Sourcehttps://source.sakaiproject.org/contrib/messageservice/

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Configuration

BasicBase for WS URLs:sakora.saipEndpoint=http://localhost:8080/sakai-sakora-tool/services

Configuration for FTP Connection:hostName@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard=

homeDirectory@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard=

userId@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard=

password@net.unicon.sakora.api.handler.url.URLHandlingTemplate.sungard=

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Configuration

Advanced• Extensive configuration in

components.xml• Documentation to be updated by

rSmart for (most significantly) Auditing features