“The portal enables you to manage licenses efficiently, allowing you to add or remove licenses from the pending licenses list as needed.”

  • Sign in with your Customer Admin credentials.
  • In the “Distribute Content” tab, click on the “More Options” menu next to the title for which you want to manage licenses, and select “Manage Licenses.”
  • Here, you will see the list of school names along with the total licenses issued and the number of licenses distributed. Additionally, the remaining license count is displayed, allowing you to easily manage the licenses as needed > Click on Save.

The portal empowers you to revoke the access of content for all users or all classes or all students or all teachers in one-go. Once done, the user or the class will no longer be able to access the content on the Reader.

  • Sign in with your Customer Admin credentials.
  • On the Distribute Content tab, click on more options against the title you want to revoke and select Bulk Revoke.
  • Select the role for whom you want to revoke content e.g. all users or all classes or all students or all teachers > Click on Next.
  • Click on Proceed to confirm.

At times users may not be interested in being routed through the school and class network for accessing Kitaboo’s digital content. They prefer to have direct access to the content. Kitaboo has a solution for such users as well. Kitaboo allows such users to log in the portal by using a system-generated access code.

Let’s see how it happens.

  • Sign in with your Customer Admin credentials.

Go to the Distribute Content tab > Select the content a user wants to access. > Click on Generate Code.

  • Click on Access Code.
  • Select the Access Code type boxes. > Enter the number of codes to be generated. > Click on Generate.

NOTE:
● Unique Access Codes can be utilized by individual users only once.
● Common Access Code provides a single access code that can be utilized by individual users multiple times as per the license limit.
● Class Access Codes are redeemed by a student-type user and an instructor-type user. When these access codes are redeemed, the users automatically become part of a single group or a class.
● Once you select the Class Access Code checkbox the Class Name field and the Data-sharing options will appear. You should provide the required information before clicking on Generate.

  • Download each type of Access Code sheet.

NOTE: Access codes get generated in Excel sheets. The number of sheets depends upon the number of access code types you select for generating codes.

1. Access Code sheet: Unique Access Code

2. Access Code sheet: Common Access Code

3. Access Code sheet: Class Access Code

  • Sign in to the Kitaboo Reader portal for redeeming the access codes > Go to the Access Code tab > Copy the required access codes from the excel sheet > Enter the Access Code and click on Send.

The Kitaboo system allows you to directly distribute content using the user’s email address. The system will automatically create the user and distribute the selected content to the provided email, while also sending a notification email confirming the successful content distribution.

  • Sign in with your Customer Admin credentials.
  • On the Dashboard, Click on Distribute.
  • Please select the content/collection you wish to distribute. Now, click on “Share via email” once you have selected the desired content.
  • Select the order number from which you want to share the selected content with the user.
  • Enter the “email address” of the users to whom you wish to distribute content. You also have the option to “Add BCC and a custom message to the email notification.
  • After successfully adding the user’s emails, you can now “Set password”, and  “share an access code” for the content.
  • After filling in all the required fields, you can now click on “Share”.

Note:
1.Users will receive an email notification once the content has been successfully distributed.
2. This feature will only work for the customer/partner from which you have logged in . If we attempt to add a user from a different partner, an error message will be displayed: “User exists in another partner
3. This feature by default will not be available. It is an add-on feature, kindly connect with the respective CSM to know the process for enabling the feature.

1. Adding Single User –

As an enterprise you have already added your group by using your Enterprise Admin credentials. Now, it is high time that your group on their part distributes content to the end users – teachers, students, or to your corporate employees. So first your group needs to add users to the database.

1. Navigate to the Kitaboo Studio

Reader login page. > Enter your Group Admin credentials.

2. Select your preferred language. > Click on Login.

NOTE: English is the default login language.

3. Switch to the Users tab. > Click on Add User.

4. Enter the User’s profile details > Define Role (Teacher or Student) >

Click on Create. > Click on the Set Password link.

NOTE: Multiple users can also be created in one go by using a sample sheet.

5. On the Set Password pop-up, enter a new password as per the

prescribed format for a password. > click on the Set button. > Click on Save.

6. You can also deactivate a user. For deactivating a user:

Select the user, on the left pane, you want to deactivate. > Click on the Deactivate button.

7. Click on Yes, Deactivate it on the pop-up.

Once confirmed for deactivation, the deactivated user will NOT be able to access the reader.

8. You can also reactivate a deactivated user. For this:

Select the user you want to reactivate. > Click on Activate.

9. Click on Yes, Activate it to confirm.

2. Creating Bulk Users via Bulk Upload sheet

Kitaboo Studio also enables you to create bulk users for a class. Let’s see how to do it.

  • Sign in with your Customer/Partner Admin credentials. 
  • Switch to the User tab. > Click on the + Add User button.
  • On the Multiple Users tab, click on the Download Sample link. > Save the Excel sheet on your local machine. You need to enter the users’ details as per the format in the sheet.
Note
There are two tabs on the sample Excel sheet (download the sample file) – Bulk Upload and Instructions. You need to enter the details of the users on the Bulk Upload page. It is advisable to read through the instructions on the Instructions page before adding the users’ details. A recap of the
instructions is given below.
I) Special characters should not be used in contact numbers, city names, ZIP codes, and country names.
II) Username is a mandatory field. If you leave it blank, the system will create a username based on the given email ID. For example, for the email ID john.ked@gmail.com, the system will be creating a username as john.ked@gmail.com.
III) There are two options for the Roles field – Learner or Instructor. You can select either of the two. 
IV) You must ensure that all the mandatory fields are filled in before uploading the Bulk Upload Excel sheet.
V) You should refer to the Bulk Upload sheet for example, clarification, or reference.
VI) You should not edit the column header and order on the Bulk Upload sheet.
  • Enter the new users’ details in the respective columns as per the format only. > Save the changes you have made. 
  • Click on Data Validation on the Multiple Users page. > Upload the updated Sample sheet.

NoteData validation is recommended before bulk upload. This function allows you to validate/verify your data for possible errors that could prevent users or classes from being created. After completing validation and receiving an error-free report, you are now ready to complete your bulk upload.

  • Click on Upload Sheet on the Multiple Users page. > Upload the updated Bulk Upload sheet.
  • You will be getting a confirmation message for a successful file upload. You can also download the updated sheet by clicking on Admin Center > Bulk User Upload Status,

Admin Center

1. Sign in with your Group Admin credentials.

2. The Admin Center button is placed on the top right corner of the screen.

3. The Admin Center page enables the main Group Admin to either edit the profile of an existing group admin user or add a new group admin user (sub-admin).

NOTE: Items like name, email ID, and password editable, except role.

Important: The main group admin can change the password of his/her own account as well as of the other users attached to the group admin account.

4. To change the password of an existing user:

Click on the Set Password link. > On the Set Password pop-up, enter a new password as per the prescribed format for a password. > click on Save.

Profile and Settings

1. Sign in with your Group Admin credentials.

2. The Profile and Settings button is placed on the top right corner of the screen.

3. Some of the options available on the Profile and Settings section are:

● Manage Account

● Video Tutorial

● Platform Help Guide

● Privacy Policy

● Terms and Conditions

4. The Manage Account link enables a group admin to edit the profile and password of his/her own account.

NOTE: A group admin cannot edit the password of others’ accounts from the Profile and Settings section. It can only be done through the Admin Center Section.

5. The Video Tutorial link lets an group admin access some of the instructional

videos on the Kitaboo platform.

There are two options present under Video Tutorial.

-Client Admin

-Customers Admin

 

6. The Platform Help Guide link takes you to the Kitaboo Help document.

7. You can get to know the Kitaboo Studio privacy policies and terms and conditions by using the relevant links. You can also log out from the Kitaboo platform by using the Log out button.

The portal empowers you to revoke the access of content for a user or a class. Once done, the user or the class will no longer be able to access the content on the Reader.

Revoking Content from a User

1. Sign in with your Group Admin credentials.

2. Go to the Users tab.

3. Select the User from list for whom you want to revoke content. > Select title(s) listed under Contents. > Click on Revoke.

4. Click on Yes, Revoke it to confirm.

Revoking Content from a Class

1. Sign in with your Group Admin credentials.

2. Go to the Users tab. > Click on Class.

3. Select the Class from list for which you want to revoke content. > Select title(s) listed under Contents. > Click on Revoke.

4. Click on Yes, Revoke it for your confirmation.

After you have created a class and added users to the class, you can now distribute content to a class or directly to the users.

Distributing Content to a Class

1. Sign in with your Group Admin credentials.

2. On the Distribute Content tab, you have three options – Contents, Collections, and All (Content) – to use for distributing a content.

NOTE: The Contents option will be the default selection.

3. Click on any of the two options. > Click on the Class against the title you want to distribute.

4. Select Class from the list. > Check the Restriction box if you want the content to be accessible to teacher’s only. > Select the Order No. > Click on Distribute.

Distributing Content to All Classes At Once

The Kitaboo system also allows you to distribute content to all classes in one go. Let’s see how to do the bulk distribution of content.

1. Sign in with your Group Admin credentials.

2. On the Distribute Content tab, click on Class against the title you want to distribute.

3. Click on the Select Class drop-down menu arrow. A pop-up will appear which will allow you to select either a particular class or the entire list of classes by checking the All Classes box.

4. As you want to distribute content to the entire list of classes, select the All Classes box. > Provide an email ID in the field that appears once you select the All Classes box. > Click on the Submit button.

NOTE:

● Once you click on the Submit button, the server will start the process of assigning

content one-by-one. After the process is completed, the system will send an email to the email ID you have provided with.

● The system will assign content to both set of classes – those you had created

manually as well as to those that were created by using the group access code.

5. Select the Order. > Click on the Distribute button.

Important: You must have a sufficient number of licenses for completing the bulk distribution process.

Distribute Content to Multiple Class

The Kitaboo system also allows you to distribute content to multiple classes in one go. Let’s see how to do the bulk distribution of content.

1. Sign in with your Group Admin credentials.

2. On the Distribute Content tab, click on Class against the title you want to

distribute.

3. Click on the Select Class drop-down menu arrow. A pop-up will appear which will allow you to select either a particular class or Check-Box to select multiple classes.

4. As you want to distribute content to the Selected list of classes. Provide an

email ID in the field that appears once you select the Multiple Classes box. >

Click on the Submit button.

NOTE:

● Once you click on the Submit button, the server will start the process of assigning

content one-by-one. After the process is completed, the system will send an email to the email ID you have provided with.

● The system will assign content to both set of classes – those you had created

manually as well as to those that were created by using the group access code.

5. Select the Order. > Click on the Distribute button.

Important: You must have a sufficient number of licenses for completing the bulk distribution process.

Distributing Content to a User

Instead of distributing content to the entire class, you can distribute it to an individual user or to multiple users.

1. Sign in with your Group Admin credentials.

2. Go to the Distribute Content tab. > Click on Users aligned to the title you want to distribute.

3. Select User(s) from the list. > Select the Order No. > Click on Distribute.

Signing in to Kitaboo

Kitaboo’s Studio Portal empowers you to create, publish and securely distribute your digital content in multiple formats to your customers. It also empowers you to manage and track your customers. The portal supports content in three popular languages namely English, German, and Spanish and is a leading platform for education and online training.So if you represent a group of educational institutions or a corporate house, what are you waiting for! 

Be a part of our customer-driven environment and enjoy our delightful productswith a simple, honest pricing.

Login as District Administrator

Go to the Institute Administrator Portal:

 URLhttps://studio.kitaboo.com/

  1. Enter your Email Address

1.1: Navigate to the Kitaboo Studio Reader login page and enter your Group Admin login credentials.

1.2: Select your preferred language > Click on Login.

NOTE: English is the default login language

1.3: This is a dashboard where you can distribute content, perform user creation, class creation, analytics (for classes, users, content, and collection), and customers/schools/partners/institutes related to that group .

1.4: This is a dropdown where you can see the all associated school/partners

/institutes/customers related to that group.

1.5: This is a school dashboard page where we can see the list of schools/partners

/institutes/customers.

Know the Buttons and Links on the Kitaboo UI

The Distribute Content Tab

1. Content – Lists all the available content on the Kitaboo system.

2. Collections – Lists all the available collections (a few pieces of content grouped

together) on the Kitaboo system.

3. All (Content)– Lists all the available content based on their types or categories,

like eBook, ePub, SCORM, audio book, video book etc.

4. Search – Lets you do a quick search of content by its name.

5. Titles – Displays names of the titles on the Kitaboo system.

6. Total – Defines the total number of licenses issued.

7. Remaining – Defines how many of the issued licenses are still available for

distribution.

8. Distribute – Defines the number of licenses that have already been distributed.

9. Unused – Defines the number of licenses still to be used or consumed by users.

10. Consumed – Defines the number of licenses already used or consumed by

users.

11. Distribute – Lets you select whether you want to distribute content to a class or

a user.

12. More Options Icon – Lets you discover more information about a view the

access code report for a content.

13. Toggle View – Enables you to select the way you want to view the list of content

– whether in the form of a simple list or as a grid with thumbnails for the listed

content.

14. Content Report – Enables you to download a report on the usage of content

comprising information like total number of licenses, number of remaining,

distributed, unused, and consumed licenses.

15. Admin Center – Lets the main group admin view or edit the profile including the

password or add a sub-group admin user.

16. Profile and Settings – Lets you manage your profile, view a few video tutorials,

access the Kitaboo platform help guide, and know about the platform privacy

policies and terms and conditions.

The Users Tab: Users

1. Add User – Enables you to add a new user or multiple users to the Kitaboo system.

2. Search – Enables you to do a quick search of an existing user.

3. Roles – Lets you define the role of the to-be-added user – whether a teacher or a

student.

4. Deactivate – Enables you to deactivate or suspend an existing user. A deactivated user exists on the Kitaboo system, but will not be able to access content until he/she remains deactivated. He/she can be restored.

5. Delete – Enables you to delete or remove a user from the Kitaboo system. A deleted user cannot be restored.

6. Save – Lets you save the edits.

7. Select All – Lets you select all the listed pieces of content/collections if you want to revoke all of them from a user.

8. Content – Displays a list of content assigned to a user.

9. Collections – Displays a list of collections assigned to a user.

10. Search – Enables you to do a quick search of a content or a collection.

11. Revoke – Enables you to revoke the selected pieces content or collections from access by a user.

The Users Tab: Class

1. Add Class – Enables you to add a new class to the Kitaboo system.

2. Search – Enables you to do a quick search of an existing class.

3. Add Users – Lets you add new users to an existing class .

4. User Data Sharing – Lets you define the data like notes and highlights sharing options by selecting the relevant checkboxes.

5. Delete – Enables you to delete or remove an existing class from the Kitaboo system. A deleted class cannot be restored.

6. Save – Lets you save the edits.

7. Transfer Student – Enables you to transfer the students from one class to another

class.

8. Select All – Lets you select all the listed pieces of content/collections if you want to revoke all of them from a class.

9. Content – Displays a list of content assigned to a class.

10. Collections – Displays a list of collections assigned to a class.

11. Search – Enables you to do a quick search of a content or a collection.

12. Revoke – Enables you to revoke the selected pieces content or collections from access by a class.

13. Select all – Lets you select all the listed classes if you want to select all of them/few of them from the class list.

14. Delete Selected Class- Lets you delete all the listed classes if you want to delete all of them/few of them from the class list.

The Kitaboo portal also provides you to promote users from one to another class. You just need to follow a few steps for promoting the users.

1. Sign in with your Group Admin credentials.

2. On the Users tab, click on Class.

3. Select the Class you want to Promote > then click on Transfer Student Button >

After you click It will show the list of existing classes.

Transfer to another class

4. Select the Transfer to another class from the list and then click on Next.

5. Now Select the Class from the list and then click on Next.

6. You will see a Disclaimer popup up before you promote the users to another

Class. Kindly confirm to Promote.

Note: “Promoted Successfully” message will appear.

Transfer to another school

7. Select the Transfer to another School from the list and then click on Next.

8. Select the School name from the list and then click on Next.

9. Now Select the Class from the list and then click on Next.

10. You will see a Disclaimer popup up before you promote the users to another

Class. Kindly confirm to Promote.

Note: “Promoted Successfully” message will appear.

NOTE:

● Teachers will not be promoted, only students will be promoted to selected class.

● License will be auto revoked from e.g Class A and content which is already assigned to

e.g Class B will be auto distributed to newly promoted students.

● If Class A does not have any content and you promote Class B users, in this case, it will be promoted.

● If Class A does not have sufficient licenses for promoting users from Class B, In this case not a single user will be promoted.

Creating a Class

Kitaboo Studio empowers you to create a class for your users. You can create a class by following a few simple steps.

1. Sign in with your Group Admin credentials.

2. Switch to the Users tab, click on Class on the Users tab .

3. Click on the Add Class button.

4. Enter details in the Class Name and the Description fields. > Expand the User Data Sharing drop-down menu and check the set of data sharing pairs in terms of notes-sharing and viewing of highlights. > Select Teacher(s) from the list of teachers.

5. Switch to the Student tab. > Select Student(s) from the list of students. > Click on the Add button.

NOTE:

● The Teacher tab will be the default selection.

● Minimum one teacher and one student should be selected to create a class.

Editing a Class

You have already created a class. You may, however, need to modify some of the information related to the class. The Kitaboo portal allows you to edit the required information.

1. Sign in with your Group Admin credentials.

2. Switch to the Users tab. > Click on Class on the Users tab.

3. Select the class you want to edit. > Modify information in the desired field(s). > Click on Save.

NOTE: Information in the highlighted field has been edited in this example.

Adding a New User to an Existing Class

The Kitaboo portal also enables you to add a new user or more than one user to an existing class. You just need to follow a few steps for adding a new user.

1. Sign in with your Group Admin credentials.

2. On the Users tab, click on Class.

3. Select the class you want to add user(s) to. > Click on the Add Users hyperlink.

This will open the Assign Contents pop-up.

4. Select the user’s Role (Teacher or Student) you want to add. > Select the

user’s name(s) Box from the list.

NOTE: The highlighted user (Teacher) has been added in this example.

5. Switch the user’s Role if required. > Select the user’s name(s) Checkbox

from the list. > Click on Add.

NOTE: The highlighted users (students) have been added in this example.

6. In this example, there are three titles listed on the Assign Contents pop-up.

You can manually select an order number from the drop-down menu against each title. > Click on the Assign button.

However if the number of titles is too many, you can select the checkbox on the pop-up, and click on the Assign button.

NOTE: The system will automatically select a title with remaining licenses valid for a maximum expiry period.

Important

● No new user can be added to an existing class if there is no content assigned to the class.

● No new user can be added to an existing class if the number of remaining licenses for the content assigned to the class is zero.

Removing a User from an Existing Class

The Kitaboo system also allows you to remove a user from an existing class. Let’s see how to do it.

1. Sign in with your GroupAdmin credentials.

2. On the Users tab, click on Class.

3. Select the Class you want a user to remove from. > Click on Users.

4. Click on the user type, Teacher, you want to remove. > Roll the cursor over the user you want to remove. > Click on the Cross symbol that appears.

NOTE: The user type Teacher will appear enabled by default.

5. Finally, click on Save.

6. If you want to remove a student: Click on Student. > Roll the cursor over

the student you want to remove. > Click on the Cross mark. > Click on Save.

7. Finally, click on Save.

1. Once you create an Oneroster Group with all configurations like API/ZIP/SFTP. Login with the credentials and click on the School tab.

2. Once you click on the group you will find a dropdown menu with the name “Sync All Data-API/ZIP/SFTP”, “Selective sync”, “Check last sync status”.

3. Now click on “Selective sync” depending on the account configuration you will get the option to upload Zip or you will get the data from SFTP/API on the screen.

4. After successful data fetch it will show you the list of Schools. You can now either

Select All or Select the desired Schools from the list.

5. If there are a large number of Schools, you have the option to download the complete list of schools in a spreadsheet.

6. Open the downloaded spreadsheet with the name Org and fill “Yes” in the column

named sync. If you keep it “Blank” or fill it in “No” those schools will not get selected for rostering.

7. After you finalize the sheet and save the changes, then upload it via the upload icon.

8. After successful data fetch it will show you the list of Classes. You can now either

Select All or Select the desired Classes from the list.

9. If there are a large number of Classes, you have the option to download the complete list of classes in a spreadsheet.

10. Open the downloaded spreadsheet with the name Classes and fill “Yes” in the

column named sync. If you keep it “Blank” or fill it in “No” those classes will not get

selected for rostering.

11. After you finalize the sheet and save the changes, then upload it via the upload icon.

12. After successful data fetch it will show you the list of Users with statuses like Active, Inactive, Deleted, and Blank.

13. You need to select the user’s type depending on the status in order to sync the data on the platform. Click on the sync button. (Note: Success message will appear)

14. After a successful sync, you can view the status of the ongoing or completed roster sync in the one roster drop-down menu.

15. You can also find the status of the one roster sync, with the below parameters like Status, Last sync date, Users, Classes, Orgs, Enrollments, and Download log.

16. In the Download Log, you get all the sync reports in detail.

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The Kitaboo system also allows you to Visualize and analyze your data in an effective way.

Let’s see how you can analyze your data effectively on the Kitaboo system.

1. Sign in with your Enterprise Admin credentials.

2. On the Dashboard, Click on Analytics Tab, to view analysis of your data. Click on

Customer Dropdown, to sort your customers or Click on Search Bar, to Search for your customer for whom you want to view data.

Note-: By default it’s showing data for all the Customers.

3. Click on Customers dropdown in the left side panel, you can sort your customers into Groups or Individual Customers.

4. Click on Content Dropdown to sort your asset according to Content, Collection and Content type.

Note -: By default All is selected which shows data for all the content.

5. Click on Dates of Selected Date Range, to select the date and view data from Custom Range or select the pre-defined Time Period to view the data.

Note-: Only past 1 year data will be shown here.

6. You can Visualize your data according to Activated Customers, Content License,

Ten Most Active Customers, Ten Most Popular Titles. Click on Download Icon to download the Analytics Reports.

7. Furthermore, by Content Coverage, User Interaction, Web Player: Usage by Format and Usage by Geography also, you can visualize your data. Click on Download Icon to download the Analytics Reports.

Note-: Only data for Web Reader/Player is shown in Usage by format.

Adding a Customer

Being an Enterprise Admin, you can add a customer or multiple customers whom you want to get onboard to the Kitaboo portal. It is to be noted here that the institutions or the employees associated with you are actually your customers or partners.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Next, select any of the Onboarding types from the SSO Source dropdown menu.

NOTE: We use the SSO (Single Sign-on) authentication method that enables you to

securely authenticate with our multiple applications by using just one set of credentials.

Presently, Kitaboo Studio supports the following onboarding types.

● Kitaboo

● Google Classroom

● LTI 1.1

● LTI 1.3

● Clever

● Classlink

● Azure, and

● SAML

5. Select the Rostering Type from the dropdown menu. We have selected Kitaboo as the Onboarding type as well as the Rostering type in this example.

NOTE: Several Rostering type options are available corresponding to each Onboarding type. This information has been summarized in the table given below.

6. Check the Privacy Policy and Terms of Service box. > Click on Add.

This is how you can add a customer.

Let’s now explore how to add a customer with another Rostering type option, that is

OneRoster.

7. If you select OneRoster as the Rostering type, new fields like Sync Type, Match with, Sync Frequency, Suffix, Authorization, Client Partner ID, Consumer Key, Secret Key, and URL will appear.

8. Select one of the options from the Sync Type dropdown menu. We have selected Sync With API as the Sync Type in this example.

9. Select any of the options from the Match with dropdown menu. We have selected Identifier from the Match with list in this example.

10. Enter the other details in the respective fields. We have continued with the default Sync Frequency option, that is Manual, in this example.

11. Check the Privacy Policy and Terms of Service box. > Click on Add.

LTI 1.1 Customers

The Kitaboo Studio system enables you to add LTI 1.1 customers as well. Once you add an LTI 1.1 customer to the Kitaboo system, you also need to define the Rostering type for securely sharing class rosters and related data. You can either select Kitaboo or OneRoster from the Rostering type dropdown menu. Let’s see how to move forward with either of the two options.

 Adding an LTI 1.1 Customer

You are all set to add an LTI 1.1 customer with Kitaboo as the Rostering type. However, it is crucial to be aware of certain dependencies at the outset before setting up for LTI 1.1 integration.

Let us now see how to add a customer to an LTI 1.1 class with Kitaboo as the Rostering type.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Select LTI 1.1 as the Onboarding type from the SSO Source dropdown menu. > Select the Rostering type. > Check the Privacy Policy and Terms of Service box. > Click on Add. We have selected the Kitaboo option from the Rostering type menu.

Once you’ve added an LTI 1.1 customer, the LTI needs to be integrated with the Kitaboo system. Let’s see how to do it.

5. Click on the Customers filter. > Select SSO Type from the list.

6. Click on the SSO Type filter. > Select LTI 1.1 from the list.

7. Click on the More options icon against the customer you’ve added. > Select the

Get LTI Key option.

8. The information related to the highlighted fields, like Customer Key, Secret Key, URL will be generated by Kitaboo.

NOTE: Please click on the link below to know more about LTI integration.

Kitaboo_LTI_integrtion_2020

Important: You should not use the same LTI keys for multiple LMS. It should be unique to each LMS account to avoid data duplication or update for a user account.

Let’s now see how to integrate LTI 1.1 with Moodle.

9. Navigate to the LTI Moodle LMS and sign in with the admin credentials.

10. Click on Site administration on the left navigation pane.

11. Select Plugins.

12. Under Activity modules, click on Manage tools.

13. Click on Configure a tool manually.

14. Under Tool settings, enter the following information.

Tool name: Give the tool a name of your choice. For example: “We Learn”.

Tool URL: enter the “Launch URL” from the We Learn LTI application’s registration page.

LTI version: LTI 1.1 [NOTE: LTI 1.0/1.1 will be the default selection.]

Consumer Key, Secret Key, and URL will be generated and provided by the Kitaboo

system, kindly refer to point number 8.

15. Next, select Show as preconfigured tool when adding an … from the Tool

configuration usage dropdown. > Move to the Services section to complete the registration process.

16. It is Important to note that Kitaboo supports the following Custom parameter options that you can use in the Custom parameters box:

● Leave the Custom parameter box blank – It will take a user (Teacher or Student) to the Kitaboo Studio library.

● bookid – It will directly open the specific book for the users.

● collectionid – It will directly open the specific collection for the users.

Important: Remember that the custom parameter options are case sensitive. Hence use them the way they have been shown in the list above.

17. Click on Services. > Select Use this service to retrieve members’ information as per privacy settings from the IMS LTI Names and Role Provisioning dropdown.

18. Click on Save changes. The tool will now appear listed with the name (We Learn) you provided.

Let’s consider the following use case scenario when a book is launched from Customer’s LTI enabled LMS.

Type: POST  

Request Header:

Teachers and students can login to your LMS and launch a Digital Content. Let’s see how a user can launch a book on the Kitaboo Reader.

19. Navigate to the LTI Moodle website and log in with your User (Teacher)

credentials. > Click on the This is for IMS menu on the left navigation panel.

20. On the This is for IMS page, click on the book you want to launch. A sample book has been selected in this example.

21. The book has now been launched on the Kitaboo Reader.

Adding an LTI 1.1 Customer with OneRoster

Adding an LTI 1.1 customer with OneRoster as the Rostering type is also subject to certain dependencies. Let’s see what these dependencies are before setting up for LTI 1.3 integration.

Let’s now see how to add an LTI 1.1 customer with the other Rostering type option, that is OneRoster.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. If you select OneRoster as the Rostering type, new fields like Sync Type, Match with, Sync Frequency, Suffix, Authorization, Client Partner ID, Consumer Key, Secret Key, and URL will appear.

5. The Sync Type menu has three options– Sync With API, SFTP, and ZIP Upload.

You need to select one of them.

6. There are four options on the Match with menu. You need to select one of them.

7. Enter the other details in the respective fields. We have selected SFTP as the Sync type and Identifier as the Match with option in this example.

8. If you select the ZIP Upload option for Sync type, the Auto Sync Frequency

button will disappear. This is because the only option to sync the data in this

case is to do it manually. You also need to provide the Client Partner ID.

9. Let’s consider SFTP as the Sync Type and Auto as the Sync Frequency option.

When you select the Auto button, a new field by the name Period will appear. The Period field specifies how frequently you want the system to automatically sync the data. Currently there are six options available on the Period menu.

10. You also need to enter details in the Client Partner ID, Host Name, and Username fields.

11. Next, enter details in the Password and Path fields. > Check the Privacy Policy and Terms of Service box. > Click on Add.

12. Once you have completed the LTI 1.1 customer addition process, you need to login with the partner’s credentials you have just created and initiate the process for syncing with OneRoster. Switch to the Users tab. > Click on Class.Click on the Sync with OneRoster – API button on the Class tab to initiate the data syncing process

How it Works

1. A user has to upload users.csv, orgs.csv, classes.csv, and enrollments.csv files in a bundle, i.e. the user has to make a zip of all the files.

2. Once the .zip file is ready, login with the institute admin credentials, navigate to the Users menu, click on Upload Roaster File, and upload the .zip file.

3. After successfully uploading the .zip file and process completion, The user should be able to see the newly added users and classes under the Users and Class sections respectively.

4. Once a user and class is created through OneRoster, a partner can add and assign content to the user/class.

5. The newly created user should now be able to login to the reader.

6. If you sync the data again, without the old user entries, the Kitaboo system will delete the old user who is missing in the new zip file. Hence, please make sure that you are updating the last uploaded sheet at a regular interval to avoid the risk of deletion.

7. Please make sure you uploaded the zip file to the correct location of SFTP and the file name should be the same which you defined during the account creation process.

LTI 1.3 Customers

Kitaboo Studio is also compatible with the LTI 1.3 ecosystem. As in the case of LTI 1.1, you need to define the Rostering type for securely sharing class rosters and related data for adding LTI 1.3 customers as well. You can either select Kitaboo or OneRoster from the Rostering type dropdown menu. Let’s see how to move forward with either of the two options.

Adding an LTI 1.3 Customer

The level of dependency between the Kitaboo system and its partner and vice-versa while adding an LTI 1.3 customer is slightly higher as compared to adding an LTI 1.1 customer. Let’s see what these dependencies are.

Let us now see how to add an LTI 1.3 customer with Kitaboo as the Rostering type.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Select LTI 1.3 as the Onboarding type from the SSO Source dropdown menu.> Select one of the options from the Rostering type menu.

5. Check the Privacy Policy and Terms of Service box. > Click on Add. We have selected the Kitaboo option from the Rostering type menu in this example.

Once you’ve added an LTI 1.3 customer, the LTI needs to be integrated with the Kitaboo system. Let’s see how to do it.

6. Click on the Customers filter. > Select SSO Type from the list.

7. Click on the SSO Type filter. > Select LTI 1.3 from the list.

8. Click on the More options icon against the customer you’ve added. > Select the Get LTI Key option.

9. Page 1 of 2 of the Registration page. The information related to the highlighted fields, like Client ID, Public Key, Tool URL/Initiate URL, and Redirection URL will be generated by Kitaboo. However more information about the customer will be required for completing the registration process.

10. Click on Update Registration Details to move to the next page.

11. Page 2 of 2 of the Registration page. The customer will go to the Admin section of his/her LMS and click the More icon on the tool that represents View configuration details.

NOTE: Configuration details, like Client ID, Authentication Request URL, and Public Keyset URL will be pulled from the LMS and passed on to Kitaboo by the customer.

Let’s see how to extract the configuration details and complete the registration process.

12. Sign in the LTI Moodle LMS with your admin credentials. > Click on Site

administration on the left navigation pane.

13. Select Plugins.

14. Under Activity modules, click on Manage tools.

15. Click on configure a tool manually.

16. Under Tool settings, enter the following information.

Tool name: Give the tool a name of your choice. For example: “We Learn”.

Tool URL: enter the “Launch URL” from the We Learn LTI application’s registration page.

LTI version: LTI 1.3

Public key type: Keyset URL

● We recommend using the Keyset URL as the Public Key type.

Public keyset: Enter “Public JWK Set URL” from the We Learn LTI application’s

registration page.

● If you select RSA key, instead of Keyset URL, as Public key type, you can enter the

“Public Key” from the We Learn LTI application’s registration page instead of the “Public JWK Set URL”.

Initiate login URL: Enter “Login URL” from the We Learn LTI application’s registration page.

Redirection URI(s): Enter the “Launch URL” from We Learn LTI application’s registrationpage.

Default launch container: New window

17. Next, select Show as preconfigured tool when adding an … from the Tool

configuration usage dropdown. > Move to the Services section to complete the registration process.

18. It is Important to note that Kitaboo supports the following Custom parameter options that you can usein the Custom parameters box:

● Leave the Custom parameter box blank – It will take a user (Teacher or Student) to the Kitaboo Studio library.

bookid – It will directly open the specific book for the users.

collectionid – It will directly open the specific collection for the users.

Important: Remember that the custom parameter options are case sensitive. Hence use them the way they have been shown in the list above.

19. Click on Services. > Select Use this service to retrieve members’ information as per privacy settings from the IMS LTI Names and Role Provisioning dropdown. > Move to the Privacy section.

20. Click on Privacy. > Select the following options:

● Share launcher’s name with tool: Always

● Share launcher’s email with tool: Always

● Accept grades from the tool: Always

21. Click on Save changes. The tool will now appear and listed with the name (We Learn) you provided.

22. Click on the icon on the tool that represents View configuration details.

23. Note down the following parameters:

● Platform ID

● Client ID

● Public keyset URL

● Access token URL

● Authentication request URL

Continue to configure the We Learn LTI application, by registering the parameters back in the Learn LTI application’s registration pages.

24. Page 1 of 2 of the Registration page.

25. Page 2 of 2 of the Registration page. Enter the information in relevant fields. > Click on Save to complete the registration process.

Now, teachers and students can login to your LMS and launch a Digital Content. Let’s see how a user can launch a book on the Kitaboo Reader.

26. Navigate to the LTI Moodle website and log in with your User (Teacher)

credentials. > Click on the This is for IMS menu on the left navigation panel.

27. On the This is for IMS page, click on the book you want to launch. A sample book has been selected in this example.

28. The book has now been launched on the Kitaboo Reader.

Adding an LTI 1.3 Customer with OneRoster

Adding an LTI 1.3 customer with OneRoster as the Rostering type involves a much higher level of dependency between the Kitaboo system and its partner and vice-versa. ies. Let’s see what these dependencies are before setting up for LTI 1.3 integration.

Partner ID in Kitaboo System so you need to ask for SourceID in case if they don’t understand the client partner ID.

Let’s now see how to add an LTI 1.3 customer with the other Rostering type option, that is OneRoster.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Select LTI 1.3 as the Onboarding type from the SSO Source dropdown menu.

> Select one of the options from the Rostering type menu.

5. If you select OneRoster as the Rostering type, new fields like Sync Type, Match with, Sync Frequency, Suffix, Authorization, Client Partner ID, Consumer Key, Secret Key, and URL will appear.

6. You need to select one of the Sync Type options from the dropdown menu.

We have selected the Sync With API option in this example.

7. Select one of the Match with options.We have selected the Source ID option in this example.

8. Next, select either Manual or Auto as the Sync Frequency. Let’s select the Auto mode of Sync frequency. In this case, you will have to define how frequently you want the system to automatically sync your data. Therefore, select one of the options on the Period menu. We have selected the Weekly option in this example.

9. Next, enter details in the Client Partner ID, Consumer Key, Secret Key, and URL fields. > Check the Privacy Policy and Terms of Service box. > Click on Add.

10. If you select the ZIP Upload option for Sync type, the Auto Sync Frequency

button will disappear. This is because the only option to sync the data in this case is to do it manually. You also need to provide the Client Partner ID. > Check the Privacy

Policy and Terms of Service box. > Click on Add.

11. Once you have completed the LTI 1.3 customer with OneRoster addition process, you need to login with the partner’s credentials you have just created and initiate the process for syncing with OneRoster. Switch to the Users tab. > Click on Class.Click on the Sync with OneRoster –API button on the Class tab to initiate the data syncing process

NOTE:

1. It is to be noted that the key values of each csv file are as per the IMS global standard, and therefore cannot be changed.

2. In the sample csv files link, fields which are marked in red are mandatory fields.

How it Works

1. A user has to upload users.csv, orgs.csv, classes.csv, and enrollments.csv files in a bundle, i.e. the user has to make a zip of all the files.

2. Once the .zip file is ready, login with the institute admin credentials, navigate to the Users menu, click on Upload Roaster File, and upload the .zip file.

3. After successfully uploading the .zip file and process completion, The user should be able to see the newly added users and classes under the Users and Class sections respectively.

4. Once a user and class is created through OneRoster, a partner can add and assign content to the user/class.

5. The newly created user should now be able to login to the reader.

6. If you sync the data again, without the old user entries, the Kitaboo system will delete the old user who is missing in the new zip file. Hence, please make sure that you are updating the last uploaded sheet at a regular interval to avoid the risk of deletion.

7. Please make sure you uploaded the zip file to the correct location of SFTP and the file name should be the same which you defined during the account creation process.

For more information, please refer to:

https://www.imsglobal.org/lis/imsOneRosterv1p0/imsOneRosterCSV-v1p0.html#_Toc421598314

Adding One roster 1.2

API SYNC Requirement:

● You will need the Consumer Key, Secret Key, URL and Access token URL from your

customer/client for Sync with API.

SFTP SYNC Requirement:

● You need to share the SFTP details, like Host Name, Username, Password, Path with the Kitaboo system for Sync with SFTP

Zip files need to be updated on the SFTP host.

For more details on Oneroster please refer the URL:

https://www.imsglobal.org/spec/oneroster/v1p2

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer

3. Enter the Profile, Administrator, and Address details of the customer you want

to add.

4. Select one of the Onboarding type options from the SSO Source dropdown menu. > Select OneRoster 1.2 from the Rostering type menu. We have selected the Kitaboo option as the Onboarding type in this example.

NOTE: The moment you select OneRoster 1.2 as the Rostering type, new fields like

Sync Type, Match with, Sync Frequency, Consumer Key, Secret Key, URL and

Access token URL will appear. For SFTP it will be Host Name, Username, Password,

Path.

In order to create a Group click on Add, and you will have to follow the same steps for creating a Group with One roster 1.2 .

Adding a OneRoster Customer

Adding a OneRoster customer also involves certain dependencies between the Kitaboo system and its partners/customers. Let’s list down those dependencies.

Let us now see how to add a OneRoster customer.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Select one of the Onboarding type options from the SSO Source dropdown menu. > Select OneRoster from the Rostering type menu.

We have selected the Kitaboo option as the Onboarding type in this example.

NOTE: The moment you select OneRoster as the Rostering type, new fields like Sync Type, Match with, Sync Frequency, and Client Partner ID will appear.

The Sync Type menu will have three options – Sync With API, SFTP, and Zip Upload.

● If you select the Sync With API option, OneRoster will do an API call and pull the

required data from the service. It will then create a partner, class, and a user. You can sync the OneRoster data by using the Sync with OneRoster hyperlink. You can also delete the OneRoster data on the server. The data will also get deleted from your system once you use the Update option.

● If you select the SFTP option as the sync type, the OneRoster file would not be uploaded automatically. You will have to provide the SFTP where you have placed your CSV file.The server will then pick the OneRoster file from the SFTP you provide and create a partner, class and a user.You can then assign the content to the desired class and user.

● If you select the Zip Upload option as the sync type, the user will be able to upload the OneRoster zip file to the server. The LMS will then create a class, and user aligned to the Partner ID you use. You can then assign the content to the desired class and user.

5. Select one of the options from the Sync Type dropdown menu. We have continued with the default Sync Type option, that is Sync With API, in this example.

6. You also need to select one of the options from the Match with menu. We have selected Email in this example.

7. As we have selected Sync With API as the Sync Type option, we will have to

provide details in the Client Partner ID, Consumer Key, Secret Key, and URL fields.

8. If you select the SFTP option from the Sync Type menu, you need to provide

details in the Client Partner ID, Host Name, Username, Password, and Path fields.

9. If you go by the ZIP Upload option, you need to provide the Client Partner ID only.

10. Next, you need to decide whether you want the data to be synced automatically by the system or you want to do it manually.

For this, select either Manual or Auto as the Sync Frequency option.

We have selected Manual in thisexample.

NOTE: Manual and Auto are the data syncing options.

● If you select Manual, you will have to manually sync the data.

● If you select Auto, the server will automatically sync the data through the API.

Remember that the Auto data syncing option will NOT be available, if you select the Zip Upload sync type option. This is because the only option you have for this Sync type is to sync the data manually.

11. Alternatively, you can select the Auto mode of Sync Frequency. If you select

the Auto mode, a new field by the name Period will appear. You need to select one of the options from the Period field. This will specify how frequently you want your data to be automatically synced. 

We have selected the Weekly option in this example.

NOTE: The other periods currently available for the data syncing are: Daily, Fortnightly, Monthly, Half Yearly, and Yearly.

12. Enter details in the Client Partner ID, Consumer Key, Secret Key, and URL

fields. > Check the Privacy Policy and Terms of Service box. > Click on Add.

Finally, you will get a confirmation message: Sync up request is accepted.

13. After you receive the “Sync up request is accepted” message, you can login with the partner’s credentials you have just created and initiate the process for syncing with OneRoster API.Switch to the Users tab. > Click on Class.Click on the Sync with OneRoster – API button on the Class tab to initiate the data syncing process.

Let’s now explore the OneRoster data interchange file format and best practices for

implementation.

The method for integrating rostering data into Kitaboo requires that you submit a set of .csv (Comma Separated Value) files that comply with the IMS Global OneRoster format. The information given on the following pages will help you in understanding the IMS Global OneRoster best practices for implementation.

CSV Overview

Majority of schools/districts currently share their students’ roster information to the tool service providers and LMS/LOR vendors as .csv formatted files. In compliance with the OneRoster data interchange format, the following seven files/data tables are used by the schools/districts to exchange their roster information with the

vendors.

Schools/districts must upload their class rosters in .csv format. They must prepare their roster data, for both import and export, in the form of the seven files/data tables listed below. The files’ format is actually a model onto which your organization’s data can be mapped.

1. orgs.csv

2. users.csv

3. courses.csv

4. classes.csv

5. enrollments.csv

6. academicSessions.csv

7. demographics.csv

NOTE: Hurix is currently using the orgs.csv, users.csv, classes.csv, and enrollments.csv files/data tables.

Sample orgs.csv

The orgs data table describes the organizations, mostly schools or districts, to be included in the roster information. While preparing an orgs.csv data table, you must remember that each row is dedicated to one organization, school or district, only.

Sample users.csv

The users’ data table describes the various users of the organization, like teachers, students, administrators etc. The users’ data includes the actual names of the users, as well as their email addresses, login names, and other information. Remember that each row represents one user only.

Sample classes.csv

The classes’ data table lists the classes taught for each course, including the grade level and the title of the class. Remember that each row represents one class only.

Sample enrollments.csv

The enrollments’ data table assigns users to their various classes. Each row designates one user belonging to one class.

NOTE:

1. It is to be noted that the key values of each csv file are as per the IMS global standard, and therefore cannot be changed.

2. In the sample csv files shown above, fields which are marked in red are mandatory fields.

How it Works

1. A user has to upload users.csv, orgs.csv, classes.csv, and enrollments.csv files in a bundle, i.e. the user has to make a zip of all the files.

2. Once the .zip file is ready, login with the institute admin credentials, navigate to the Users menu, click on Upload Roaster File, and upload the .zip file.

3. After successfully uploading the .zip file and process completion, The user should be able to see the newly added users and classes under the Users and Class sections respectively.

4. Once a user and class is created through OneRoster, a partner can add and assign content to the user/class.

5. The newly created user should now be able to login to the reader.

6. If you sync the data again, without the old user entries, the Kitaboo system will delete the old user who is missing in the new zip file. Hence, please make sure that you are updating the last uploaded sheet at a regular interval to avoid the risk of deletion.

7. Please make sure you uploaded the zip file to the correct location of SFTP and the file name should be the same which you defined during the account creation process.

Oneroster Sync : Delete Data with Sync

In this feature client admin have the ability to delete the user which are not required in the next sync. We have implemented a status check where client have to update the status column as “tobedelete” and the oneroster sync system will delete that data for you in the next sync. Another option we have is that you can share the next roster sync data without the user in it and when the next time sync happens the user will automatically get deleted or removed from the system.

Note

1. Delete will work for the rostered user on the platform.

2. This feature needs to be enabled on the platform to work.

Adding a Google Classroom Customer

Adding a Google Classroom customer is also subject to a dependency on the Kitaboo system. It is important to be aware of the solitary dependency before you initiate the process.

Let us now see how to add a Google Classroom customer.

1. Sign in with your Enterprise Admin credentials.

2. On the Customers tab, click on +Add Customer.

3. Enter the Profile, Administrator, and Address details of the customer you want to add.

4. Select Google Classroom as the Onboarding type from the SSO Source dropdown menu. > Select Google Classroom as the Rostering type.

NOTE: The only Rostering type option available for a google classroom is Google Classroom.

NOTE: The moment you select Google Classroom as the Rostering type, a new field by the name Client ID will appear. You need to generate a Client ID first, then enter the details in the Client ID field.

Let’s see how to generate a Client ID for a Google Classroom.

5. Navigate to the Google Cloud Platform. > Go to the API & Services menu. > Click on the Credentials option.

URL: console.cloud.google.com

6. Click on + CREATE CREDENTIALS.

7. Click on the OAuth Client ID option.

8. Select one of the Application type options.

NOTE: Web Application has been selected in this example.

9. Enter the client name in the Name field.

NOTE: Malcom State University is the client in this example.

10. Add URI as per domain & Click on the CREATE/SAVE button.

11. An OAuth client will thus be created. Copy the Client ID from the Your Client ID field.

NOTE: Use the same Client ID for adding this customer.

12. You need to enable the API Sync option by using the link below.

https://console.developers.google.com/apis/api/classroom.googleapis.com/overview

13. You also need to enable Google Classroom API option, which is available in the Library Section.

14. Search for Google Classroom in the search window and select the searched item to enable the setting.

15. Enter the generated ID in the Client ID field. > Check the Privacy Policy and

Terms of Service box. > Click on Add..

Syncing with Google Classroom

Once a Google Classroom customer is added to the Kitaboo ecosystem, the customer can avail many of the Kitaboo services. One of them being establishing a sync with Google Classroom. The portal empowers the partner administrator to establish a connection with Google Classroom for their domain and configure sync settings with its users. Let’s see how to sync your class with Google Classroom.

1. Sign in with your Partner Admin credentials.

2. On the Users tab, click on the Sync with Google Classroom hyperlink.

3. Next, select the Gmail Account that you used to create the Client ID during

customer setup for authentication.

4. Now, you need to select one of the Sync Type options – whether On Scroll or Load Full Data.

NOTE:

● The On Scroll option enables you to sync ninety-nine classes’ data at the maximum, even if you have checked the Select All box. For example, if there are one thousand classes data to be synced, you can sync a maximum of ninety-nine classes data by using the On Scroll option.

● Hence, if you want to sync more than ninety-nine classes’ data, you must select the Load Full Data option only.

5. Let’s select the On Scroll option first. > Click on the Apply button. Thus the On Scroll data sync type process will begin. Once completed, a message – On Scroll sync type applied. – will appear on the screen.

6. All the classes will consequently appear listed in the middle of the screen. The

data related to these classes will also get loaded in the backend as you scroll down. When this process is finished, a message – “Data loading completed. No more data to load.’’ – will appear on the screen.

7. Now you have three options before you:

● If you want to sync all the displayed classes (at the max 99 only), check the Select All box.

● If you want to sync specific classes, you need to select those classes.

● If you want to sync a particular class, you can type its name in the Search field and press Enter.

NOTE: We have selected three classes for syncing in this example.

8. Finally, you should click on the Sync button.

9. Alternatively, if you select the Load Full Data option and click the Apply button, the system will initiate uploading the entire data, irrespective of the number of classes.

A message – Load Full Data sync type applied. – will also appear in the end.

10. All the classes will appear listed in the middle of the screen. The data related

to these classes will also get loaded in the backend. When this process is finished, a message – “Data loading completed. No more data to load.’’ – will appear on the screen.

11. You can either select all the classes or a few specific classes for syncing. You

can also search and select a specific class for syncing by using the Search option.

NOTE: We have used the Select All option in this example.

12. Next, you need to click on the Sync button. It will initiate the syncing process.

You will also get a confirmation message – Sync process started. – on the screen.

13. The syncing process will end with the message – Syncing process completed.

14. If you want to see the sync status, you need to click on the View Sync Status

button. The sync status will thus appear on your screen.

15. Once the syncing is successfully completed, go to the Content tab. > Select the Category of content on the left pane. > Select the Title you want to assign. > Click on Class.

NOTE: The content is being assigned to a class in this example.

16. Select the Class you want to assign the content from the dropdown list. > Check the View option box if you want to restrict view of the content to teachers only. > Select the Order No. > Click on Distribute.

17. Click on Users aligned to the title for assigning content to users.

18. Check the Boxes against the users you want to assign the content to.> Select

the Order No. > Click on Distribute.

19. The content has now been successfully assigned to the class as well as the users.

20. Go to the Google Classroom now. > Click on the Stream tab. > Check if anything new has been posted there. > Click on the More options icon against the post you want to announce to the users. > Select the Platform the new post can be accessed from.

Google Classroom URL:http://classroom.google.com

Accessing a New Post on the Reader

1. Navigate to the Kitaboo Reader URL. > Sign in with your Google Classroom

credentials.

Kitaboo Reader URL: qaread.kitaboo.com/reader

2. Check if there is any notification for a new post.

3. You can see the new title on the Reader, if there is any.

4. You can also read through the new title on the Reader.

Deactivating a Customer

Sometimes you may need to deactivate a customer on account of several reasons, like violation of the privacy policy, breach of confidentiality agreement, or violation of the business terms & conditions. Kitaboo Studio allows you to deactivate such customer(s).

1. Sign in with your Enterprise Admin credentials.

2. Click on the More Options (three vertical dots) icon against the customer you want to deactivate.

3. Click on the Deactivate option.

4. Click on Yes, Deactivate it.

NOTE: Remember that this action is irreversible. Once deactivated, you cannot restore the customer account.

5. The highlighted customer is now deactivated.

NOTE: Once you deactivate the customer account, the end user and access code of that account will not be functional. Users will see an empty bookshelf in that case.

Editing a Customer

The Kitaboo Studio portal also allows you to update the details of your customer like the address details, customer logo, onboarding type, administrator’s details etc. You can do so in three simple steps.

1. Sign in with your Enterprise Admin credentials.

2. Click on the More Options (three vertical dots) icon against the customer you want to edit.

3. Click on the Edit option.

4. Do the desired edit(s). Click on Update.

NOTE: In this example, the contact number has been updated.

Issuing Licenses

To grant access to the digital content to your customers, you need to grant them the access rights. Kitaboo Studio empowers you to issue licenses (access rights) to your customers. You can also define the period till a license will remain valid as well as set the number of devices the content can be downloaded to. The portal also empowers you to track the usage of licenses you have issued to a customer.

1. Sign in with your Enterprise Admin credentials.

2. Click on the Issue Licenses button against the institution (customer) you want to issue licenses to.

3. Select the titles from the list by checking the boxes. > Click on Next.

4. Define License count > Device limit > Set the Validity period > Click on Issue

Licenses.

NOTE: In this example, the license will be valid for 100 days after activation.

5. Alternatively, you can also define the Start date and the End date for the licenses to be issued.

Remember that:

● If you want a license for a title to expire on a specific date, you should define the Start and End dates.

● If you want the title to expire after a certain number of days, select Upon Activation and also define the number of days you want to give access to the title.

● If you want to give unlimited access to a title(s), select Perpetual. In this case, there would be no end date.

Searching a Customer

Kitaboo portal also lets you search your customers having something in common, like institute name, institution email ID etc.

1. Sign in with your Enterprise Admin credentials.

2. Enter the name of the item you want to search in the Search field. > Press the

Enter key.

Adding a Group

At times you may need to club your customers having something in common into a group. It will save you from performing a similar set of activities for individual customers, and also save your time and energy. Remember that there should at least be two customers to create a group. You may treat the group one customer, and enter the required details like group name, email ID, onboarding type, etc.

1. Sign in with your Enterprise Admin credentials.

2. Click on + Group for adding a group

3. Enter the group details like Group Name, Description, Email ID, Group ID, and Onboarding Type. > Select Customers from the list.

NOTE: Some of the customers on the list are grayed out. This is because they are already part of another group. Hence they cannot be selected.

4. Click on Select Cover to upload a cover image, if any or go by the default

selection. > Click on Save. > Click on Add.

5. If you want to view the group you’ve recently added: Click on the Customers filter. > Select Groups.

6. If you want to edit any of the group information:

Click on Edit. > Do the desired edits. > Click on Update.

NOTE: A group’s email ID cannot be edited once it has been added to the Kitaboo system.

7. If you want to deactivate a group as a whole:

Click on Deactivate. > Confirm your action on the pop up. > Click on Update.

8. If you want to edit information related to a particular customer of a group:

Select the Group. > Click on the More icon against the customer you want to edit. > Select Edit. > Do the desired edits. > Click on Update.

9. If you want to deactivate a particular customer of a group:

Select the Group. > Click on the More icon against the customer you want to

edit. > Select Deactivate. > Confirm your action in the pop up message. > Click on Update.

Syncing Data with OneRoster

Let’s see how to create and add a group, and sync it with OneRoster.

1. Sign in with your Enterprise Admin credentials.

2. Click on + Group for adding a group.

3. Enter the group details like Group Name, Description, Email ID, and Client Group ID. > Select OneRoster1.1 or OneRoster 1.2 from the SSO Source/Onboarding Type

dropdown menu.

NOTE: The moment you select OneRoster as the Onboarding type, a new field by the name Sync Type with Sync With API as a default sync type will appear. The other fields that you will find there are – Sync Frequency, Client Partner ID, Consumer Key, Secret Key, URL, and Path. If you are selecting the OneRoster 1.1 then you can see the Authorization Option there you can select OAuth1.0 or OAuth 2.0.

4. The other Sync Type options are: SFTP and Zip Upload. We have continued with the default option, i.e., Sync With API in this example.

● If you select the Sync With API option, OneRoster will do an API call and pull the

required data from the service. It will then create a partner, class, and a user. You can sync the OneRoster data by using the Sync with OneRoster hyperlink. You can also delete the OneRoster data on the server. The data will also get deleted from your system once you use the Update option.

● If you select the SFTP option as the sync type, the OneRoster file would not be uploaded automatically. You will have to provide the SFTP where you have placed your CSV file.

The server will then pick the OneRoster file from the SFTP you provide and create a

partner, class and a user.You can then assign the content to the desired class and user.

● If you select the Zip Upload option as the sync type, the user will be able to upload the OneRoster zip file to the server. The LMS will then create a class, and user aligned to the Partner ID you use. You can then assign the content to the desired class and user.

NOTE

There are two Sync Frequency options – Manual and Auto. Here Manual means you will have to manually sync the data. And, Auto means the system will automatically sync the data.

If you select the Auto data syncing option, you will have to define how frequently you want the system to sync the data. Currently, there are six options available.

5. We have selected Auto as the Sync Frequency option, and Weekly as the

Period for sync frequency in this example.

6. Enter details in the Customer Key, Secret Key, and URL fields.

7. Select Customers from the list. > Click on Select Cover for providing a cover

image to your group. > Click on Add.

NOTE

Some of the customers on the list are greyed out. This is because they

are already part of another group. Hence they cannot be selected.

Finally, you will get a confirmation message: Sync up request is accepted.

Syncing Data with PowerSchool

Let’s see how to create and add a group, and sync it with PowerSchool.

1. Sign in with your Enterprise Admin credentials.

2. Click on + Group for adding a group.

3. Enter the group details like Group Name, Description, Email ID, and Client Group ID. > Select PowerSchool from the SSO Source/Onboarding Type dropdown menu.

NOTE:

 The moment you select PowerSchool as the Onboarding type, a new field by the

name Sync Type with Sync With API as a default sync type will appear. The other fields that you will find there are – Sync Frequency, Suffix, Access Token URL, URL, Consumer Key, Secret Key.

NOTE

There are two Sync Frequency options – Manual and Auto. Here Manual means

you will have to manually sync the data. And, Auto means the system will automatically sync the data. If you select the Auto data syncing option, you will have to define how frequently you want the system to sync the data. Currently, there are six options available.

4. We have selected Auto as the Sync Frequency option, and Weekly as the Period for sync frequency in this example.

5. Enter details in the Access Token URL, Customer Key, Secret Key, and URL fields.

6. Select Customers from the list. > Click on Select Cover for providing a cover image to your group. > Click on Add.

NOTE: Some of the customers on the list are greyed out. This is because they

are already part of another group. Hence they cannot be selected.

Finally, you will get a confirmation message: Sync up request is accepted.

Selective Oneroster Sync with API/ZIP/SFTP

1. Once you create an Oneroster Group with all configuration like API/ZIP/SFTP. Search for your group name under the group tab.

2. Once you click on the group you will find a dropdown menu with the name “Sync All Data-API/ZIP/SFTP”, “Selective sync”, “Check last sync status”.

3. Now click on “Selective sync” depending on the account configuration you will get the option to upload Zip or you will get the data from SFTP/API on the screen.

4. After successful data fetch it will show you the list of Schools. You can now either

Select All or Select the desired Schools from the list.

5. If there are a large number of Schools, you have an option to download the complete list of schools in a spreadsheet.

6. Open the downloaded spreadsheet with the name Org and fill “Yes” in the column

named sync. If you keep it “Blank” or fill it “No” those schools will not get selected for rostering.

7. After you finalize the sheet and save the changes, then upload it via the upload icon.

8. After successful data fetch it will show you the list of Classes. You can now either

Select All or Select the desired Classes from the list.

9. If there are a large number of Classes, you have an option to download the complete list of classes in a spreadsheet.

10. Open the downloaded spreadsheet with the name Classes and fill “Yes” in the

column named sync. If you keep it “Blank” or fill it “No” those classes will not get

selected for rostering.

11. After you finalize the sheet and save the changes, then upload it via the upload icon.

12. After successful data fetch it will show you the list of Users with status like Active, Inactive, Deleted and Blank.

13. You need to select the user’s type depending on the status in order to sync the data on the platform. Click on the sync button.(Note: Success message will appear)

14. After a successful sync, you can view the status of the on-going or completed roster sync in the oneroster drop down menu.

15. You can also find the status of the oneroster sync, with below parameters like Status, Last sync date, Users, Classes, Orgs, Enrollments and Download log.

16. In the Download Log, you get all the sync reports in detail.

Syncing Data with Clever

Let’s see how to create and add a group, and sync it with Clever.

Sign in with your Enterprise Admin credentials.

Click on + Group for adding a group.

Enter the group details like Group Name, Description, Email ID, and Client Group ID. > Select Clever from the SSO Source/Onboarding Type also Clever dropdown menu.

NOTE: The moment you select PowerSchool as the Onboarding type, a new field by the name Sync Type with Sync With API as a default sync type will appear. The other fields that you will find there are – Sync Frequency, Match with (either Email or Source ID), District ID, Auth Token, URL, Client ID, Secret Key.

NOTE: There are two Sync Frequency options – Manual and Auto. Here Manual means you will have to manually sync the data. And, Auto means the system will automatically sync the data. If you select the Auto data syncing option, you will have to define how frequently you want the system to sync the data. Currently, there is only one option which is Daily.

We have selected Auto as the Sync Frequency option, and Daily as the Period for sync frequency in this example.

Enter details in the Access Token URL, Customer Key, Secret Key, and URL fields.

Select Customers from the list. > Click on Select Cover for providing a cover image to your group. > Click on Add.

NOTE: Some of the customers on the list are greyed out. This is because they are already part of another group. Hence they cannot be selected.

Sync Data:

1. Return to the Customer tab.

2. Filter the data by Group and select the recently created district from the list.

3. Click on Sync all data-API. To track the synchronization status, check the Status option.

Generate Licenses: After the data is properly synced, you can generate licenses for

specific schools.

Distribute Content: District/School administrators can now log in and distribute

content to users.

Configure Redirection URL on Clever Site: On the Clever site, configure the

redirection URL as follows: URL, i.e.

(https://microservices.kitaboo.com/v1/clever management/clever/KITABOO_CLIENT_I D/CLEVER_CLIENT_ID/CLEVER_CLIENT_SECRET/clever/redirect)

Access Content: Copy the Instant Login URL and provide it to students and teachers to access all assigned content.

API Endpoints Used:

● /v3.0/schools

● /schools/{schools_ID}/sections

● /schools/{schools_ID}/users?role=teacher

● /schools/{schools_ID}/users?role=student

The Kitaboo Studio enables an Enterprise Admin to create an admin account within his/her account for a partner as well as a group admin. By using the Admin Center, you can create an admin account for a single user or for multiple users. The process for creating an admin account is quite simple and intuitive. Let’s see how to create an admin account for a single user

Creating an Admin Account for a Single User

  • Navigate to the Kitaboo Studio Reader login page and enter your login credentials.

  • Click on the Admin Center button on the top right corner of the screen.

  • On the Admin Center page, click on the Add User button.

  •  Enter details like the First and Last names and email ID/Username on the Add User page. > Click on the Create button.
    NOTE: The Roles button will appear selected by default. It will show Client Admin as the selected role.

  •  This is how you can create a new admin account.
  • You can also edit, delete, or disable an admin account. For editing an admin account: Navigate to the Admin Center page. > Select the account you want to edit. > Edit details in the desired fields. > Click on Save.
    NOTE: You cannot edit details in the Role and Status fields.

  • For deleting an admin account: Navigate to the Admin Center page. > Select the account you want to delete. > Click on the Delete button.

  • Click on the Delete button on the pop-up. > click on Save.

  • If want to disable an account: Navigate to the Admin Center page. > Select the account you want to disable. > Click on the Disable button. > Click on Save.

  • Kitaboo Studio also enables you to restore a disabled account. If you want to restore a disabled account you need to follow the above process for enabling the account.

Let’s see how to create a different types of content by using the Kitaboo Platform.

1. Creating a Fix eBook

  • Sign in with your Enterprise Admin credentials.

  • Switch to the Content tab. > Click on the Start New Project button.

  • On the Upload & Create page, select the Fixed eBook option from the Create Content list. > Click on the Create button.

  • Enter details in the Title, Author, Description, and Category , and Keywords fields in the Upload Details section also upload a file in the specified format which is mentioned.

NOTE:
1. Several categories have already been added to the Category list. You can either select one of them or add a new category to the list, if required.
2. If you want to add a new category, enter a relevant name for the category, and click on the +icon.
3. Keywords and Tags should be relevant to the content of the eBook you’re going to create.

  • Scroll down and select a cover image, if any, for the to-be-created eBook. > Check the Advance Metadata checkbox.

  • Provide details in the ISBN field and select the desired options for Font Permission, Lock Book Orientation, and Book Type that appear after selecting the Advance Metadata checkbox. > Click on the Next button.

  • On the Add Table of Contents page, you can add a Table of Contents (TOC), define a title for your eBook, define page range for various chapters, topics, sections, etc., and also generate folios for them. > Click on Convert.
NOTE:
1. You can enter a title for your eBook in this field.
2. The system will automatically display your file name(s) in this field.
3. The system will automatically display page range(s) for chapters, topics, sections, etc. in this field.
4. The system will automatically display folios in this field. You can manually modify them and generate a final table of folios by clicking the Generate Folio button. Once an eBook has been successfully created, you can issue licenses and distribute the eBook.

2. Creating a Fixed-layout ePUB 3.0

  • Sign in with your Enterprise Admin credentials.
  • Switch to the Content tab. > Click on the Start New Project button.
  • On the Upload & Create page, select the Fixed ePub option from the Create Content list. > Click on the Create button.
  • On the Upload & Publish ePub page, enter a title for your ePub and upload a cover image, if any.
    NOTE: At this stage, you can also upload your ePub file in PDF, DOC, or PPT formats.
  • Scroll down and check the Advance Metadata box. > Select the desired options in the various fields that appear. > Click on the Next button.
  • On the Add Table of Contents page, you can add a Table of Contents (TOC), define a title for your eBook, define page range for various chapters, topics, sections, etc., and also generate folios for
    them. > Click on Convert.

NOTE:
1. You can enter a title for your ePub in this field.
2. The system will automatically display your file name(s) in this field.
3. The system will automatically display page range(s) for chapters, topics, sections, etc. in this field.
4. The system will automatically display folios in this field. You can manually modify them and generate a final table of folios by clicking the Generate Folio button.
Once an ePub has been successfully created, you can issue licenses and distribute the
ePub

3. Creating Fixed-layout or Reflowable ePUB 3.0 

  • Sign in with your Enterprise Admin credentials.
  • Switch to the Content tab. > Click on the Start New Project button.
  • On the Upload & Create page, select the Creating Fixed-layout or Reflowable ePUB 3.0 option from the Create Content list. > Click on the Create button.
  • On the Upload & Publish Reflow ePUB page, enter the upload details like Title, Author, Description, ISBN Code, and Category.

NOTE:
● You can either continue with the system generated ISBN Code or modify it.
● Several categories have already been added to the Category list. You can either select one of them or add a new category to the list if required.
● If you want to add a new category, enter a relevant name for the category, and click on the + icon.

  • Scroll down and enter a few keywords/tags relevant to your content. > Select a cover image, if any,
    for the to-be-uploaded ePUB.

NOTE:
● Keywords and Tags should be relevant to the content of the ePub you’re going to upload.

  • Scroll down further and check the Amazon Polly Settings checkbox. > Select the desired options in the various fields that appear. > Upload the ePub file you want to use through the Kitaboo system. > Click on the Publish button. Once an ePub has been successfully published, you can issue licenses and distribute the ePub.

4. Creating a Course

  • Sign in with your Enterprise Admin credentials.
  • Switch to the Content tab. > Click on the Start New Project button.
  • On the Upload & Create page, select the Course Option option from the Create Content list. > Click on the Create button.
  • Enter details in the Title, Author, Description, ISBN Code, and Category fields in the Upload Details section.

Note:

● Users can create two types of courses by using the Kitaboo system. They are – the HTML course and the SCORM course.
● The system will automatically generate an ISBN Code for the to-be-created course.
You can either retain the same code or modify it.
● Several categories have already been added to the Category list. You can either
select one of them or add a new category to the list, if required.
● If you want to add a new category, enter a relevant name for the category, and click
on the + icon.

  •  Scroll down and enter Keywords and comma-separated Tags. > Next, select a cover image for your course. > Upload a relevant file for the to-be-created course. > Click on the Publish button. NOTE: 
● Keywords and Tags should be relevant to the content of the course you’re going to create.
● The file you want to upload for the course creation should be in the ZIP format only. You can also drag and drop or paste a relevant file.
● The system may take 30 seconds to 2 minutes time in archiving a course. Hence, sometimes the just-created book may immediately not be displayed on the Titles list. Once a course has been successfully created, you can issue licenses and distribute the course.

5. Activity or Gradable Activity Creation 

  • Sign in with your Enterprise Admin credentials.
  • Switch to the Content tab. > Click on the Start New Project button.
  • On the Upload & Create page, select the Activity Option option from the Create Content list. > Click on the Create button.
  • Enter details in the Title, Description, Tag IDs, and Category fields in the create Author Widget section along with Cover Image and then click on Add Widget.
  • Once you click on Add Widget Button, you will redirected to Activities tab and you have to click on Resume Authoring.
  • A new page will thus appear. You can add a TOC and define various components like layouts, elements, widgets, etc.
  • From the Settings tab, you can select a template from the list of templates for the title of your Activity. > Click on the Save button.
  • Once you close the page, you can also
    relaunch it later by clicking the Resume button. The Publish  button let you publish the activity.

5. Authoring an ePub

  • Sign in with your Enterprise Admin credentials.
  • Switch to the Content tab. > Click on the Start New Project button.
  • On the Upload & Create page, select the Author ePub option from the Create Content list. > Click on the Create button.
  • Enter details in the Title, Author, Description, ISBN Code, and Category fields in the Upload Details section.
    NOTE:
    ● The system will automatically generate an ISBN Code for the to-be-created course. You can either retain the same code or modify it.
    ● Several categories have already been added to the Category list. You can either select one of them or add a new category to the list if required.
    ● If you want to add a new category, enter a relevant name for the category, and click on the + icon.
  • Scroll down and enter Keywords and comma-separated Tags. > Next, select a cover image for your ePUB. > Click on the Start Authoring button.
    NOTE:
    ● Keywords and Tags should be relevant to the content of the ePub you’re going to author.
  • A new page will thus appear. You can add a TOC and define components like layouts, elements, widgets etc. of your to-be-authored ePub on this page.
  • From the Settings tab, you can select a template from the list of templates for the title of your ePub. > Click on the Save button.
  • By clicking on the Preview button, you can also preview the page on a Desktop, Tablet, or Mobile. You can also preview it on the Kitaboo Reader.
  • Once you close the page, you can also relaunch it later by clicking the Resume button. The Publish and Archive buttons let you publish or archive the ePub.

Account Recovery Doc

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Contact form 7 Plugins

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Dashboard Contact form Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

Contact Form Demo 3

The Kitaboo system allows you to directly distribute content using the user’s email address. The system will automatically create the user and distribute the selected content to the provided email, while also sending a notification email confirming the successful content distribution.

  • Sign in with your Customer Admin credentials.

  • On the Dashboard, Click on Distribute.

  • Please select the content/collection you wish to distribute. Now, click on “Share via email” once you have selected the desired content.

  • Select the order number from which you want to share the selected content with the user.

  • Enter the “email address” of the users to whom you wish to distribute content. You also have the option to “Add BCC and a custom message to the email notification.

  • After successfully adding the user’s emails, you can now “Set password”, and  “share an access code” for the content.

  • After filling in all the required fields, you can now click on “Share”.

Note:
1.Users will receive an email notification once the content has been successfully distributed.
2. This feature will only work for the customer/partner from which you have logged in . If we attempt to add a user from a different partner, an error message will be displayed: “User exists in another partner
3. This feature by default will not be available. It is an add-on feature, kindly connect with the respective CSM to know the process for enabling the feature.

The portal empowers you to revoke the access of content for all users or all classes or all students or all teachers in one-go. Once done, the user or the class will no longer be able to access the content on the Reader.

  • Sign in with your Customer Admin credentials.

  • On the Distribute Content tab, click on more options against the title you want to revoke and select Bulk Revoke.

  • Select the role for whom you want to revoke content e.g. all users or all classes or all students or all teachers > Click on Next.

  • Click on Proceed to confirm.

The portal empowers you to revoke the access of content for a user or a class. Once done, the user or the class will no longer be able to access the content on the Reader.

1.1 Revoking Content from a User

  • Sign in with your Customer Admin credentials.

  • Go to the Users tab.

  • Select the User from the list for whom you want to revoke content. > Select title(s) listed under Contents. > Click on Revoke.

  • Click on Yes, Revoke it to confirm.

1.2 Revoking Content from a Class

  • Sign in with your Customer Admin credentials.

  • Go to the Users tab. > Click on Class

  • Select the Class from the list for which you want to revoke content. > Select title(s) listed under Contents. > Click on Revoke.

  • Click on Yes, Revoke it for your confirmation.

The Kitaboo portal also provides you to promote students from one to another class. You just
need to follow a few steps for promoting the users..

  • Sign in with your Customer Admin credentials.

  • On the Users tab, click on Class.

  • Select the Class you want to Promote > then click on Transfer Students Button > After you click, It will show the list of existing classes. Select the Class from the list and then click on Next. 

  • You will see a Disclaimer popup up before you promote the users to another Class. Kindly confirm to Promote.

Note: Promoted Successfully” message will appear.

NOTE:
● Teachers will not be promoted, only students will be promoted to selected class.
● License will be auto revoked from e.g. Class A and content which is already assigned to e.g. Class B will be auto distributed to newly promoted students.
● If Class A does not have any content and you promote Class B users, it will be promoted.
● If Class A does not have sufficient licenses for promoting users from Class B, In this case not a single user will be promoted.

1. Create Class –

Kitaboo Studio empowers you to create a class for your users. You can create a class by
following a few simple steps.

  • Sign in with your Customer Admin credentials

  • Switch to the Users tab, click on Class on the Users tab

  • Enter details in the Class Name and the Description fields. > Expand the User Data Sharing drop-down menu and check the set of data-sharing pairs in terms of notes-sharing and viewing of highlights. > Select Teacher(s) from the list of teachers.

  • Switch to the Student tab. > Select Student(s) from the list of students. > Click on the Save button.

NOTE:
● The Teacher tab will be the default selection.
● Minimum one teacher and one student should be selected to create a class

2. Editing a Class –

You have already created a class. You may, however, need to modify some of the information
related to the class. Kitaboo portal allows you to edit the required information.

  • Sign in with your Customer Admin credentials

  • Switch to the Users tab. > Click on Class on the Users tab.

  • Select the class you want to edit. > Modify information in the desired field(s). > Click on Save.
    NOTE: Information in the highlighted field has been edited in this example.

3. Adding a New User to an Existing Class 

The Kitaboo portal also enables you to add a new user or more than one user to an existing class. You just need to follow a few steps for adding a new user.

  • Sign in with your Customer Admin credentials.

  •  On the Users tab, click on Class.

  • Select the class you want to add user(s) to. > Click on the Add Users hyperlink.
  • Select the user’s Role (Teacher or Student) you want to add. > Select the user’s name(s) Box from the list.
    NOTE: The second user (Teacher) has been added in this example.

  • Switch the user’s Role if required. > Select the user’s name(s) Checkbox from the list. > Click on Add.
    NOTE: The third user (students) have been added in this example.

  • In this example, there are three titles listed on the Assign Contents pop-up. You can manually select an order number from the drop-down menu against each title. > Click on the Assign button.
    However, if the number of titles is too many, you can select the checkbox on the pop-up, and click on the Assign button.
    NOTE: The system will automatically select a title with remaining licenses valid for a maximum expiry period.

Important:
● No new user can be added to an existing class if there is no content assigned to the class.
● No new user can be added to an existing class if the number of remaining licenses for the content assigned to the class is zero.

4. Removing a User from an Existing Class 

The Kitaboo system also allows you to remove a user from an existing class. Let’s see how to
do it.

  • Sign in with your Customer Admin credentials.

  • On the Users tab, click on Class.

  • Select the Class you want a user to remove from. > Click on Users.

  • Click on the user type, Teacher/Student, you want to remove. > Roll the cursor over the user you want to remove. > Click on the Cross symbol that appears.

NOTE:

  • The user type Teacher will appear enabled by default.
  • In a similar way you can do it for students.

1. Admin Center

1. Users

  • Sign in with your Customer Admin credentials.

  • The Admin Center button is placed on the top right corner of the screen.

  • The Admin Center page enables the main Institute Admin to either edit the profile of an existing user or add new user(s).
    NOTE: Items like name, email ID, and password editable, except role.
    Important: The main institute admin can change the password of his/her own account as well as of the other users attached to the institute’s account.

  • To change the password of an existing user: Click on the Set Password link. > On the Set Password pop-up, enter a new password as per the prescribed format for a password. > click on Save.

  • The Admin Center also enables you to add a single user or to simultaneously add multiple users to your account.

2. Bulk User Delete

  • Sign in with your Customer Admin credentials.

  • Select the option from the list for which you want to delete e.g. all users, all students, all teachers, all classes.
  • Click on Proceed to confirm.

Kitaboo’s Studio Portal empowers you to create, publish and securely distribute your digital
content in multiple formats to your customers. It also empowers you to manage and track your
customers. The portal supports content in three popular languages namely English, German,
and Spanish and is a leading platform for education and online training.
So if you represent a group of educational institutions or a corporate house, what are you
waiting for! Be a part of our customer-driven environment and enjoy our delightful products
with a simple, honest pricing.

Login as Partner/Institute:

The Kitaboo Studio enables an Enterprise Admin to create an admin account within his/her account for a partner as well as a group admin.

Go to the Institute Administrator Portal:

 URL: https://studio.kitaboo.com/

  1. Enter your Email Address and Password to proceed further 

2. This is adashboard where you can distribute content, perform user creation & class creation

3. Know the Buttons and Links on the Kitaboo UI

3.1.1 The Distribute Content Tab 

  1. Content – Lists all the available content on the Kitaboo system.
  2. Collections – Lists all the available collections (a few pieces of content grouped together) on the Kitaboo system.
  3. All (Content) – Lists all the available content based on their types or categories, like eBook, ePub, SCORM, audio book, video book etc.
  4. Search – Lets you do a quick search of content by its name.
  5. Titles – Displays names of the titles on the Kitaboo system.
  6. Total – Defines the total number of licenses issued.
  7. Remaining – Defines how many of the issued licenses are still available for distribution.
  8. Distributed – Defines the number of licenses that have already been distributed.
  9. Unused – Defines the number of licenses still to be used or consumed by users.
  10. Consumed – Defines the number of licenses already used or consumed by users.
  11. Distribute – Lets you select whether you want to distribute content to a class or a user.
  12. Generate Code – Enables you to generate access codes for a content in the form
    of an excel sheet, which comprises information like total number of licenses, expiry date, device limit, and user type – whether a student, a teacher etc.
  13. More Options Icon – Lets you discover more information about a content or view the access code report for a content.
  14. Toggle View – Enables you to select the way you want to view the list of content – whether in the form of a simple list or as a grid with thumbnails for the listed content.
  15. Content Report – Enables you to download a report on the usage of content comprising information like total number of licenses, number of remaining, distributed, unused, and consumed licenses.
  16. Distribute – This feature allows you to distribute content directly to the end user. You only need to enter the email ID, and the user will be created accordingly. If you wish to distribute content to an existing user, you can do so by entering the email ID of the existing user.
  17. Profile and Settings – Lets you manage your profile, view a few video tutorials, access the Kitaboo platform help guide, and know about the platform privacy policies and terms and conditions.
  18. Admin Center – Lets the main institute admin view or edit the profile of your existing customer(s), including the password or add a new user.

3.1.2 The Users Tab 

  1. Add User – Enables you to add a new user or multiple users to the Kitaboo system.
  2. Search – Enables you to do a quick search of an existing user.
  3. Select All – Lets you select all the listed users if you want to select all of them/few of them from the users list.
  4. Deactivate – Enables you to deactivate or suspend an existing user. A deactivated user exists on the Kitaboo system, but will not be able to access content until he/she remains deactivated. He/she can be restored.
  5. Delete – Enables you to delete or remove a user from the Kitaboo system. A deleted user cannot be restored.
  6. Save – Lets you save the edits.
  7. Select All – Lets you select all the listed pieces of content/collections if you want to revoke all of them from a user.
  8. Content – Displays a list of content assigned to a user.
  9. Collections – Displays a list of collections assigned to a user.
  10. Search – Enables you to do a quick search of a content or a collection.
  11. Revoke – Enables you to revoke the selected pieces content or collections from access
    by a user.
  12. Roles – Lets you define the role of the to-be-added user – whether a teacher or a student.
  13. Delete Selected Users – Lets you delete all the listed users if you want to delete all of them/few of them from the users list.
  14. Set Password – Enable you to set password for selected user or All user

3.1.3 The Users Tab – Class

  1. Add Class – Enables you to add a new class to the Kitaboo system.
  2. Search – Enables you to do a quick search of an existing class.
  3. Add Users – Lets you add new users to an existing class.
  4. User Data Sharing – Lets you define the data like notes and highlights sharing options by selecting the relevant checkboxes.
  5. Delete – Enables you to delete or remove an existing class from the Kitaboo system. A deleted class cannot be restored.
  6. Save – Lets you save the edits.
  7. Transfer Students – Enables you to transfer the students from one class to another class.
  8. Content – Displays a list of content assigned to a class.
  9. Collections – Displays a list of collections assigned to a class.
  10. Search – Enables you to do a quick search of a content or a collection.
  11. Revoke – Enables you to revoke the selected pieces content or collections from access by a class.
  12. Select all – Lets you select all the listed classes if you want to select all of them/few of them from the class list.
  13. Delete Selected Class– Lets you delete all the listed classes if you want to delete all of them/few of them from the class list.

1. Distribute to Class –

1. 1 Distributing Content to a Class 

  • Sign in with your Customer Admin credentials.

  • On the Distribute Content tab, you have three options – Contents, Collections, and All (Content) – to use for distributing a content.
    NOTE: The Contents option will be the default selection.

  • Click on any of the three options. > Click on the Class against the title you want to distribute.

  • Select Class from the list. > Check the Restriction box if you want the content to be accessible to teachers only. > Select the Order No. > Click on Distribute.

1.2 Distributing Content to All Classes At Once

  • Sign in with your Customer Admin credentials.

  • On the Distribute Content tab, click on Class against the title you want to distribute.

  • Click on the Select Class drop-down menu arrow. A pop-up will appear which will allow you to select either a particular class or the entire list of classes by checking the All Classes box. As you want to distribute content to the entire list of classes, select the All Classes box. > Provide an email ID in the field that appears once you select the All Classes box. > Click on the Submit button.

NOTE:
● Once you click on the Submit button, the server will start the process of assigning content one-by-one. After the process is completed, the system will send an email to the email ID you have provided with.
● The system will assign content to both set of classes – those you had created manually as well as to those that were created by using the group access code.

  • Select the Order. > Click on the Distribute button. A confirmation message will appear for posting a successful request for bulk distribution.
    Important: You must have a sufficient number of licenses to complete the bulk distribution
    process.

1.3 Distributing Content to Multiple Class

  • Sign in with your Customer Admin credentials.

  • On the Distribute Content tab, click on Class against the title you want to distribute.

  • Click on the Select Class drop-down menu arrow. A pop-up will appear which will allow you to select either a particular class or a Check-Box to select multiple classes. As you want to distribute content to the Selected list of classes. Provide an email ID in the field that appears once you select the Multiple Classes box. > Click on the Submit button.

NOTE:
● Once you click on the Submit button, the server will start the process of assigning
content one-by-one. After the process is completed, the system will send an email to
the email ID you have provided with.
● The system will assign content to both set of classes – those you had created
manually as well as to those that were created by using the group access code.

  • Select the Order. > Click on the Distribute button.

Important: You must have a sufficient number of licenses for completing the bulk distribution process.

2. Distribute to User 

  •  Sign in with your Customer Admin credentials.

  • Go to the Distribute Content tab. > Click on Users aligned to the title you want to distribute. Go to the Distribute Content tab. > Click on Users aligned to the title you want to distribute. 

  • Select User(s) from the list. > Select the Order No. > Click on Distribute.

 

 

 

As an enterprise you have already added your customers by using your Enterprise Admin
credentials. Now, it is high time that your customers on their part distribute content to the
end users – teachers, students, or to your corporate employees. So first your customers need
to add users to the database.

1. Adding Single User –

  •  Navigate to the Kitaboo Studio Reader login page. > Enter your Customer Admin credentials

  • Switch to the Users tab. > Click on Add User.

  • Enter the User’s profile details > Define Role (Teacher or Student) > Click on Create. > Click on the Set Password link.
    NOTE: Multiple users can also be created in one go by using a sample sheet.
  • On the Set Password pop-up, enter a new password as per the prescribed format for a password. > click on the Set button. > Click on Save.

  • You can also deactivate a user. For deactivating a user: Select the user, on the left pane, you want to deactivate. > Click on the Deactivate button.

  • Click on Yes, Deactivate it on the pop-up. Once confirmed for deactivation, the deactivated user will NOT be able to access the reader.

  • You can also reactivate a deactivated user. For this: Select the user you want to reactivate. > Click on Activate.

  • Click on Yes, Activate it to confirm

 

2. Creating Bulk Users via Bulk Upload sheet

Kitaboo Studio also enables you to create bulk users for a class. Let’s see how to do it.

  • Sign in with your Customer/Partner Admin credentials. 

  • Switch to the User tab. > Click on the + Add User button.

  • On the Multiple Users tab, click on the Download Sample link. > Save the Excel sheet on your local machine. You need to enter the users’ details as per the format in the sheet.

Note
There are two tabs on the sample Excel sheet (download the sample file) – Bulk Upload and Instructions. You need to enter the details of the users on the Bulk Upload page. It is advisable to read through the instructions on the Instructions page before adding the users’ details. A recap of the
instructions is given below.
I) Special characters should not be used in contact numbers, city names, ZIP codes, and country names.
II) Username is a mandatory field. If you leave it blank, the system will create a username based on the given email ID. For example, for the email ID john.ked@gmail.com, the system will be creating a username as john.ked@gmail.com.
III) There are two options for the Roles field – Learner or Instructor. You can select either of the two. 
IV) You must ensure that all the mandatory fields are filled in before uploading the Bulk Upload Excel sheet.
V) You should refer to the Bulk Upload sheet for example, clarification, or reference.
VI) You should not edit the column header and order on the Bulk Upload sheet.

  • Enter the new users’ details in the respective columns as per the format only. > Save the changes you have made. 

  • Click on Data Validation on the Multiple Users page. > Upload the updated Sample sheet. 

NoteData validation is recommended before bulk upload. This function allows you to validate/verify your data for possible errors that could prevent users or classes from being created. After completing validation and receiving an error-free report, you are now ready to complete your bulk upload.

  • Click on Upload Sheet on the Multiple Users page. > Upload the updated Bulk Upload sheet.

  • You will be getting a confirmation message for a successful file upload. You can also download the updated sheet by clicking on Admin Center > Bulk User Upload Status,

Cheatsheet Widget

Estimated reading: 588100 minutes Views:90

Auxiliary

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+
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At times users may not be interested in being routed through the school and class network for accessing Kitaboo’s digital content. They prefer to have direct access to the content. Kitaboo has a solution for such users as well. Kitaboo allows such users to log in the portal by using a system-generated access code.

Let’s see how it happens.

  • Sign in with your Customer Admin credentials.

  • Go to the Distribute Content tab > Select the content a user wants to access. > Click on Generate Code. 

 

  • Click on Access Code.

  • Select the Access Code type boxes. > Enter the number of codes to be generated. > Click on Generate.

NOTE:
● Unique Access Codes can be utilized by individual users only once.
● Common Access Code provides a single access code that can be utilized by individual users multiple times as per the license limit.
● Class Access Codes are redeemed by a student-type user and an instructor-type user. When these access codes are redeemed, the users automatically become part of a single group or a class.
● Once you select the Class Access Code checkbox the Class Name field and the Data-sharing options will appear. You should provide the required information before clicking on Generate.

  • Download each type of Access Code sheet.

NOTE: Access codes get generated in Excel sheets. The number of sheets depends upon the number of access code types you select for generating codes.

1. Access Code sheet: Unique Access Code

2. Access Code sheet: Common Access Code

3. Access Code sheet: Class Access Code

  • Sign in to the Kitaboo Reader portal for redeeming the access codes > Go to the Access Code tab > Copy the required access codes from the excel sheet > Enter the Access Code and click on Send.

Banner Design

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Banner Settings

To change Theme Options navigate to Appearance > Customizing > Banner

t is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose injected humour and the like

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Plugin Installation

Estimated reading: 611366 minutes Views:64

An alternative method to import the demo content.

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Footer Copyright

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Third Depth

Give custom category/single post slug name for your documentation.

There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don’t look even slightly believable. If you are going to use a passage of Lorem Ipsum, you need to be sure there isn’t anything embarrassing hidden in the middle of text. All the Lorem Ipsum generators on the Internet tend to repeat predefined chunks as necessary, making this the first true generator on the Internet. It uses a dictionary of over 200 Latin words, combined with a handful of model sentence structures, to generate Lorem Ipsum which looks reasonable. The generated

If you have never set-up a Gravatar account:

Give custom category/single post slug name for your documentation.

  1. Register/login to Gravatar. Upon registering, use the SAME email address that is associated with your WordPress User Profile.
  2. Upload your photo and associate it with that specific email address.

Demo Import

Lorem ipsum dolor sit amet consectetur adipiscing elit. Mauris nullam the as integer quam dolor nunc semper. Ornare non nulla faucibus pulvinar vulputate neque. The as Suscipit the tristique nam enim mauris consectetur platea.

The Cras aliquet accumsan. Egestas ut eget egestas as ultrices diam. Sem fusce that a pretium a commodo pellente in pretium tincidunt.

After Demo Import

Lorem ipsum dolor sit amet consectetur adipiscing elit. Mauris nullam the as integer quam dolor nunc semper. Ornare non nulla faucibus pulvinar vulputate neque. The as Suscipit the tristique mauris consectetur platea.

An alternative method to import the demo content.

Lorem ipsum dolor sit amet consectetur adipiscing elit. Mauris nullam the as integer quam dolor nunc semper. Ornare non nulla faucibus pulvinar vulputate neque. The as Suscipit the tristique mauris consectetur platea.

Footer

Effortless Online Documentation WordPress Theme, the Way It Should Be

Footer Layout

Estimated reading: 628562 minutes Views:32

Footer Option

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Appearance > Customize > Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

t is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose injected humour and the like

Footer Copyright

Estimated reading: 628563 minutes Views:29

Footer Copyright text add

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Appearance > Customize > Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

t is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose injected humour and the like

Blog Post One Column

Estimated reading: 628573 minutes Views:22

Footer Option

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Appearance > Customize > Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

t is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose injected humour and the like

Praesent rhoncus magna ipsum, et auctor ante tempus ac. Sed gravida erat non leo interdum, eu rutrum mi suscipit. Phasellus nisl est, commodo eu auctor tempor, tincidunt ac velit. In hac habitasse platea dictumst. Cras lacinia libero lectus. Sed tristique nisi eget massa maximus, fringilla semper mauris sodales. In hac habitasse platea dictumst. Phasellus a pretium metus, vel malesuada nisl. Cras interdum vel nunc sit amet fringilla. Pellentesque fermentum facilisis maximus. Cras mollis vulputate sem, at vulputate sem vehicula non. Sed egestas orci eget quam vestibulum, sit amet consectetur ex finibus. Nam vulputate tellus rhoncus, tincidunt eros at, scelerisque lectus. Phasellus tristique feugiat odio id lacinia. Donec sit amet justo viverra, porttitor tellus sed, varius dui. Phasellus varius tempor nunc sit amet aliquet.

Sed magna tellus, sodales quis eros facilisis, semper consequat augue. Donec ultrices erat quis eros accumsan condimentum. Donec egestas, nunc nec cursus ornare, nulla ex gravida risus, at congue ex eros nec mauris. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae; Nam scelerisque lectus id justo suscipit, lacinia consectetur mauris suscipit. Integer ultrices aliquam ipsum vitae porttitor. Sed at mauris ligula. Suspendisse in urna ultrices, ullamcorper diam nec, pellentesque nibh. Suspendisse sed enim vehicula, faucibus ipsum a, tempor orci. Donec sollicitudin vel nulla a blandit. Nullam vitae augue et eros varius malesuada eget vel elit.

Footer Widgets Column 2

Estimated reading: 628575 minutes Views:36

Footer Widgets Option

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Appearance > Customize > Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

t is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose injected humour and the like

Praesent rhoncus magna ipsum, et auctor ante tempus ac. Sed gravida erat non leo interdum, eu rutrum mi suscipit. Phasellus nisl est, commodo eu auctor tempor, tincidunt ac velit. In hac habitasse platea dictumst. Cras lacinia libero lectus. Sed tristique nisi eget massa maximus, fringilla semper mauris sodales. In hac habitasse platea dictumst. Phasellus a pretium metus, vel malesuada nisl. Cras interdum vel nunc sit amet fringilla. Pellentesque fermentum facilisis maximus. Cras mollis vulputate sem, at vulputate sem vehicula non. Sed egestas orci eget quam vestibulum, sit amet consectetur ex finibus. Nam vulputate tellus rhoncus, tincidunt eros at, scelerisque lectus. Phasellus tristique feugiat odio id lacinia. Donec sit amet justo viverra, porttitor tellus sed, varius dui. Phasellus varius tempor nunc sit amet aliquet.

Footer Widgets Column 3

Estimated reading: 641466 minutes Views:36

Footer Widgets Option

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Appearance > Customize > Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

t is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using ‘Content here, content here’, making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for ‘lorem ipsum’ will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose injected humour and the like

Sed magna tellus, sodales quis eros facilisis, semper consequat augue. Donec ultrices erat quis eros accumsan condimentum. Donec egestas, nunc nec cursus ornare, nulla ex gravida risus, at congue ex eros nec mauris. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae; Nam scelerisque lectus id justo suscipit, lacinia consectetur mauris suscipit. Integer ultrices aliquam ipsum vitae porttitor. Sed at mauris ligula. Suspendisse in urna ultrices, ullamcorper diam nec, pellentesque nibh. Suspendisse sed enim vehicula, faucibus ipsum a, tempor orci. Donec sollicitudin vel nulla a blandit. Nullam vitae augue et eros varius malesuada eget vel elit.

Send A Message

Estimated reading: 675939 minutes Views:59

Contact form 7 Plugins

You can change the theme default Footer widgets column and footer style from Theme Options navigate to Dashboard Contact form Footer. Moreover, you can arrange the footer widgets by navigating to Appearance > Widgets, and then placing your desired footer widgets into the designated Footer Widgets sidebar area.

Contact Form Demo 2