Have you set up authentication with OSU’s Single Sign-On in your survey? Great! Now let’s capture that information.
When a survey respondent authenticates, OSU single sign-on shares information about the user with Qualtrics. You can optionally record this information with each respondent. To do so, underneath, “capture respondent identifying info”, enter an embedded data label (whatever you choose) and the exact SAML2 identifier for the attribute listed below. When entering each identifier in Qualtrics, make sure to delete any spaces at the end of the identifier code.
Embedded Data Labels
Embedded data labels are just that: they are a method for telling Qualtrics what type a piece of information is (labeling it) within that survey (embedded). That way, as different respondents take the survey, Qualtrics knows how to treat certain information the same way. For example, every respondent’s name is different, but you can use an embedded data label to tell Qualtrics to always treat the information entered in a particular field or from a particular sign-on like a first name.
Since embedded data labels involve you telling Qualtrics what a piece of information is, you get to decide on what to call each one! Thinking about your naming convention in advance helps you stay consistent throughout your survey, which can save you headaches later. For example, if your survey will involve a student respondent entering both their own email and the email of their advisor, you could label the email from the student
“SEMAIL” and the email of the faculty member “AEMAIL”. Also, avoid any spaces or special characters. Stick to letters and numbers.
Step-By-Step Instructions
- Go into Survey Flow and locate the Authentication element you set up for SSO earlier.
- Check the box beside Capture REspondent identifying info
- Click Add Embedded Data…
- In the Embedded Data to Set field, choose a name for one of the information fields below. Make sure it does not include any spaces or special characters. Type the label you choose in the box.
- In the Field from SSO box, copy and paste the SAML2 Identifier field from the chart below. Remove any leading or trailing spaces.
- Click the green + to add another embedded data field and repeat from Step 4.
Reliable Information
These fields are very stable in terms of being available for all OSU individuals:
| Embedded Data Label ** | SAML2 Identifier | Example |
|---|---|---|
| username | urn:oid:1.3.6.1.4.1.5923.1.1.1.6 | buckeye.1@osu.edu |
| fullname | urn:oid:2.16.840.1.113730.3.1.241 | Brutus Buckeye |
| lastname | urn:oid:2.5.4.4 | Buckeye |
| firstname | urn:oid:2.5.4.42 | Brutus |
| urn:oid:0.9.2342.19200300.100.1.3 | buckeye.1@osu.edu |
Sporadic Information
These fields are only sporadically populated. While they could be helpful to capture, be aware that many respondents will not have any values for these fields associated with their sign-in. Do not use these as part of any type of survey logic or to restrict access:
| Embedded Data Label ** | SAML2 Identifier | Example |
|---|---|---|
| affiliation | urn:oid:1.3.6.1.4.1.5923.1.1.1.9 | buckeye.1@osu.edu |
| departmentnumber | urn:oid:2.16.840.1.113730.3.1.2 | 14060 |
| major | urn:mace:osu.edu:shibboleth:attribute-def:major | PTMBA |
Example Configuration
Troubleshooting
If you find that your survey is not capturing information, check these areas:
- Verify the SAML2 Identifier was entered accurately. Make sure that there are no leading or trailing spaces.
- Verify that none of your embedded data label names are each unique and do not include spaces or special characters.
- Make sure that you have moved all of your question blocks below the Authentication element and that each block is indented to the right of the Authentication element.
- Are changes you make to your survey not being saved? Clear your browser’s cache, close the browser, and re-open it and that should allow changes to be saved moving forward.
Learn how to restrict access to certain OSU users.
Learn how to pre-populate names and emails into survey questions.