How do I use Qualtrics?

Qualtrics is a web-based survey and statistical analysis tool available to Penn Engineering staff, faculty, and students.

To use Qualtrics, log in with your PennKey at https://upenn.qualtrics.com/.

The first time you log in, choose I don't have a Qualtrics account and agree to the terms of service.

Qualtrics provides excellent documentation and training materials:

Research

If you are using Qualtrics to collect research data intended for publication, please contact the Institutional Review Board (IRB) before sending out your survey.

Require PennKey Authentication

When configuring PennKey authentication, you also have the option to capture some information about the authenticated user following these steps:

  1. Check the Capture respondent identifying info box.
  2. Click on the + icon to add an item.
  3. Add the identifying name you want to use in the first column, Embedded Data to Set....
  4. Add the SAML2 Formal Name in the Field From SSO column.

Warning: Qualtrics switched from SAML1 to SAML2 in Spring 2018. Surveys using SAML1 Formal Names will no longer capture the data correctly.

Use this example as a reference (Embedded Data = Field From SSO):

  employeeNumber = urn:oid:2.16.840.1.113730.3.1.3
  eduPersonPrincipalName = urn:oid:1.3.6.1.4.1.5923.1.1.1.6
  mail = urn:oid:0.9.2342.19200300.100.1.3
  displayName = urn:oid:2.16.840.1.113730.3.1.241
  sn = urn:oid:2.5.4.4
  givenName = urn:oid:2.5.4.42

While Qualtrics supports embedded data variable names that contain spaces, they are often the source of errors. CETS recommends using variable names that do not contain any spaces, punctuation or special characters.

Attributes

eduPersonPrincipalName
The user's PennName returned as pennname@upenn.edu
employeeNumber
The user's 8-Digit Penn ID
mail
(suppressable by user, may be blank)
The user's preferred email address from the Penn Directory
displayName
(suppressable by user, may be blank)
The user's full name, typically returned in a format similar to "Franklin, Benjamin"
sn
(suppressable by user, may be blank)
The user's surname (family name, last name, etc.)
givenName
(suppressable by user, may be blank)
The user's given name (first name)

Please note that the mail, displayName, sn (surname) and givenName attributes are all suppressable by the user, so be prepared if this information is missing. In cases where multiple values are returned for an attribute, Qualtrics will only record the first one. Consult the List of Shibboleth attributes available at Penn page for more information.

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