Qualtrics is an experience management platform commonly used for surveys. You can set up your surveys to require respondents to authenticate with Shibboleth before taking the survey. You can use these authentication methods to collect some information about your respondents. Shibboleth allows you to collect more information from your respondents than CAS.

Shibboleth allows users to authenticate via SAML. SMAL is 2-way connection and available on UNM Qualtrics facility. The Shibboleth SSO authenticator uses UNM logins to authenticate respondents. Please make sure to use your account with UNM NetID and associated password. UNM HSC email containing @salud.unm.edu will not work with UNM Qualtrics facility. Respondents can only their UNM NetID credentials to being authenticate.

Note: Shibboleth SSO type may not work properly with preview survey, it is advised to publish survey to check full functionality of this feature.

To Setup Shibboleth Authenticator:

1. While editing your survey, open the Survey flow.
2. Click Add a New Element Here or Add Below.
3. Select Authenticator.
4. Change Authentication Type to SSO. SSO Type to Shibboleth. And Select connection to UNM Qualtrics.
5. Click Apply to save SSO configuration.
6. After Applying these changes. Select Move to move the authentication block above all other blocks in your project at top. Click on Move and drag the Authentication block at top of your project.
7. After moving Authentication block at top of your project. It is necessary to move your authentication block at top of your project or move all other blocks under authenticator block. If Authenticator block is not at top of your project, Authentication won’t be requirement for respondents.
8. Click Apply once again to save your changes.

TO CAPTURE IDENTIFYING INFORMATION (OPTIONAL)

1. Enable Capture respondent identifying info.
2. Now, click on Add Embedded Data. 
3. Please input your embedded data filed name into “ Embedded Data to Set” text entry box to the left of the equal’s sign.

   Insert the formal or friendly names of the attributes that are being passed via SAML into the “ Field From SSO” text entry box.

   You can add and remove fields using plus sign (+) and minus sign (-) next to the Field from SSO text box.

   Note: Our Qualtrics team had added some pre-approved Field that you can use for “Field From SSO”. Attached below is the list of fields you can use. If user required to use other fields like UNM ID, please contact our IT team with questions at qualtrics@unm.edu

   
4. Click Apply at right bottom corner to save your changes.
5. Now, click on Add a New Element Here.
6. Click on Embedded Data.
7. Write the Data fields in the box. Make sure that filed name you have entered in the Embedded Data Set in Authentication should match in Embedded Data field.
8. With the help of Move option, move the Set Embedded Data tab above the Authentication tab.
9. Click Apply at bottom right corner to save your changes.

TO ASSOCIATE RESPONDENT WITH CONTACT LIST

By default, Shibboleth extension with SSO authenticators allow participants to take the survey multiple times. You can prevent this feature and restrict respondents to take survey only once by enabling Associate Respondent with Panel. This Option will force respondents to be a member of the selected contact list in order to take the survey.

Note: How to add contact list in personal library

• Click on the three lines at the top left corner of Qualtrics interface and then click on Directories. 

• Click on the Create list located on right side.

• After Clicking on Create a list, enter your list name. Then upload a file or enter manual input.

If you have any questions about Qualtrics, please feel free to contact our IT team at qualtrics@unm.edu or open a help ticket at help.unm.edu.