Embed/capture SSO login information in a Qualtrics survey

You can capture information provided by SSO when logging in using a Dartmouth NetID. This information includes:

• first name
• last name
• NetID
• email address

You may capture as many of these field as you need. This will restrict participation to the active Dartmouth community who has a valid NetID and password.

To capture this information as survey responses:

1. Log into our Dartmouth brand institutional Qualtrics instance at https://dartmouth.qualtrics.com
2. Choose the project/survey or create a new one
3. Under the "Survey" tab
4. Choose "Survey Flow"
5. Click on "+ Add a New Element Here"
6. Choose "Authenticator" - usually, this Element should be the first in the Survey Flow
7. For "Authentication Type", select "SSO"
8. Uncheck "Associate respondent With Panel"
9. Check "Capture respondent identifying info"
   1. Add as many of the following fields as needed by clicking "Add Embedded Data":
       

      Embedded Data to Set...	Field From SSO
      firstname	urn:oid:2.5.4.42
      lastname	urn:oid:2.5.4.4
      netid	urn:oid:0.9.2342.19200300.100.1.1
      email	urn:oid:0.9.2342.19200300.100.1.3
      affiliation	urn:oid:1.3.6.1.4.1.5923.1.1.1.5
      department	urn:oid:1.3.6.1.4.1.65.3.1.103
      accountname	urn:oid:0.9.2342.19200300.100.1.1
      canonicalname	urn:oid:2.5.4.3

      See screen capture below.
      Note that all of these variables will be available as "embedded text" in the rest of the survey, if this Element is first. These embedded text variable can be referred to as follows:
      
      ${e://Field/firstname}
      ${e://Field/lastname}
      ${e://Field/netid}
      ${e://Field/email}

10. Select "SSO Type" as "Shibboleth"
11. Click "Apply" at the bottom

All the information captured by Qualtrics from the Dartmouth SSO are stored in "embedded data" variables. See the official Qualtrics support page for more information about embedded data, piped text and how to used them in your survey.

Note that "Preview" mode bypasses our SSO. You can test the SSO experience using the anonymous link found under Distribution.