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  • Integrating CiviCRM for online School Directory
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Author Topic: Integrating CiviCRM for online School Directory  (Read 9210 times)

ebrittwebb

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Integrating CiviCRM for online School Directory
March 11, 2008, 02:40:51 pm
Originally, I posted this at http://groups.drupal.org/node/9629, but am now moving the discussion here to connect with more CiviCRM people.


Does anyone have (or know of) experience integrating CiviCRM into a school portal (website), such that students and parents can self-manage their contact information for use by the school and/or school PTO?

Today in Newton Public Schools (http://www.newton.k12.ma.us), we have 21 different school sites, with none of them sharing any user login or contact information between them.  My vision is to integrate the 21 sites into a single instance of CiviCRM, so they can share user login and contact information across them.

Even there is not direct experience with this, is there anyone interested in scoping out such an implementation and maybe even working together to pilot test something like this?

Next step might be to define use cases for how this integration would be used.

Donald Lobo

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Re: Integrating CiviCRM for online School Directory
March 11, 2008, 05:31:01 pm

This is a reply from Bill Fitzgerald at: http://groups.drupal.org/node/9629#comment-30238

I've taken the liberty of doing a cut-n-paste so i can respond here:

Is this something that could be handled with a use case, followed by a recipe?

Given the current level of integration between CiviCRM and Drupal, how much of this would require new code, as opposed to a config that cleanly identifies the points of connection between these two apps?

What CiviCRM functionality do you want to use?

What Drupal functionality do you want to use?

In hashing out the cleanest way forward, I'd recommend starting with a specific use case, with user stories:

Students will be able to do X, Instructors will be able to do Y, Administrators will be able to do Z, etc. Given that the integration between Drupal and CiviCRM is pretty well established, I think that we're probably closer than we think, and that this is more of a documentation issue (and a theming issue for look/feel continuity) than a development issue.

I also think that starting with a list of CiviCRM modules would be a great way to start -- going here: http://drupal.org/project/Modules/category/52 and scrolling down to the C's shows a few modules already developed --

@lobo -- I'd love to see this collaboration happen -- what do you think would work best as far as centralizing the conversation? Also, what modules would you recommend as central to making a clean integration; ie, what would you use to build a Drupal/CiviCRM site from the ground up, with Drupal handling the content side, and CiviCRM handling the user tracking/constituent management side?

Also, how much user activity within a Drupal site gets exposed inside CiviCRM?

Cheers,

Bill

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Donald Lobo

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Re: Integrating CiviCRM for online School Directory
March 11, 2008, 05:38:08 pm

I do agree with Bill and the need for a couple of use cases to begin with. Its a bit hard to talk about it without knowing the required/desired features/functionality.

Bill: The modules we'd use would depend on the functionality required :). Currently I dont think any user activity gets exposed / stored in the CiviCRM database (i.e. if the users blog/comments/posts on the forum we dont record it). Making this happen is probably quite easy right now either by using hooks or triggers in Drupal v6. We have a mechanism to store this data (activities and link it back to the relevant "user activity"). I'm kinda surprised that no one has implemented this as yet :(

lobo




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mcsmom

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Re: Integrating CiviCRM for online School Directory
March 11, 2008, 08:22:29 pm
Simply letting people manage their contact information is relatively simple ... well you have to give everyone a username and a password, that's the worst part, but in terms of using civicrm to make a profile with whatever information you want them to manage, that is straightforward. 

I implemented something like this on a smaller scale at one elementary school this year using civicrm+joomla!. I got the parent, kid and staff names, used them to generate users and email addresses (which could be made up but we actually used google's free apps for schools offer to give everyone an email on our domain) and do a bulk import. I also I synced those records with the civicrm records, made a profile, linked from the front end and voila, updatable records. I also made a searchable profile listing so people can look up contact information for staff or other families.

The biggest pain is doing the mail merge to send everyon their accound names, passwrds and email address and then, of course, the fact that people don't log in until they have to and then they have lost the letter with the information.



Eileen

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Re: Integrating CiviCRM for online School Directory
March 12, 2008, 02:56:12 am
Hi,

I agree that this seems like the sort of thing that civiCRM would be good for. Do you have permissions issues? i.e. who will be able to see whose details? Will you hit any privacy issues?
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mcsmom

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Re: Integrating CiviCRM for online School Directory
March 12, 2008, 04:11:47 am
Sure, but what you do is have different profile searches accessible to different people.

Registered users  get one higher levels get other. I think you also need to allow opt out. but that is not hard. Infact you can just make a location that is directory and show that. Not the most efficient use of your database to have the same information twice, but storage is cheap compared to the time to implement a display option that has keep private options.

Thane

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Re: Integrating CiviCRM for online School Directory
April 01, 2008, 07:04:28 pm
Setting up a system for children is not an easy task because of all the rules that apply to children in terms of not using photos without parental consent and not using full names in any situation that might be public.

You also have to take into consideration that parents should be able to see their child's information but not the information of other children. So the idea of different levels doesn't work cleanly here. I see this as more of a relationship model of if x is member of class y or if x is parent of student y, then apply the following permissions. I don't know civiCRM well enough to know if this is viable, but that's how I would deal with it.

Thane

Sam Rose

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Re: Integrating CiviCRM for online School Directory
April 11, 2008, 09:28:51 am
Bill, Erik, et al

I am close to having a complete use case. Still in dialogue with a school group based in Ohio. It looks like I'll at least partially be using CiviCRM.

One of the features they desire may end up being accompmished by http://drupal.org/project/signit but I don't know where the readiness of that module stands.


Sam Rose

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Re: Integrating CiviCRM for online School Directory
April 11, 2008, 09:43:31 am
Here is a quick draft use-case:

Users:

-Site adminsitrators

-Parents

-Taxpayers (people who pay taxes but do not have students in school)

Site Administrators:

- Monitor site content according rules/guidlines

- Assist users with technical issues.

Site admin responsibilities enabled by Drupal's built in core tools, possible add-on modules (to be detailed in new draft)

Parents use the site to:

-Share date/knowledge information (enabled via Organic groups, wikitools, custom content types, userlinks, and taxonomy)

-Organize events (presumably enabled via CiviEvent)

-Organize letter-writing/email writing/calling, or other political action campaigns (enabled possibly by Signit module, CiviMail, other ?? still researching, suggestions appreciated, will be rolled into future drafts of this document and shared)

- Collect donation moneys (presumably enabled by CiviContribute)

- Participate in collective decision making about group activities (probably enabled via Advanced Polling)



Taxpayers use the site to:


-Share date/knowledge information (enabled via Organic groups, wikitools, userlinks, custom content types and taxonomy)

-Organize events (presumably enabled via CiviEvent)

-Organize letter-writing/email writing/calling, or other political action campaigns (enabled possibly by Signit module, CiviMail, other ?? still researching, suggestions appreciated, will be rolled into future drafts of this document and shared)


Open questions (some of which will be answered upon testing CiviCRM with Drupal)

* How will Drupal's Built in profile system work with the personal data collected via CiviCRM? (it's possible we might use Advanced Profile, with Panels/Views, too)

I am also posting this document to http://groups.drupal.org/node/10643 wiki page on groups.drupal.org.

Dave Greenberg

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Re: Integrating CiviCRM for online School Directory
April 11, 2008, 12:11:57 pm
Quote from: Sam Rose on April 11, 2008, 09:43:31 am
Open questions (some of which will be answered upon testing CiviCRM with Drupal)
* How will Drupal's Built in profile system work with the personal data collected via CiviCRM? (it's possible we might use Advanced Profile, with Panels/Views, too)

You should take a look at CiviCRM's Profile functionality which allows you to collect / expose selective pieces of personal data to users. I don't think there's a good / updated solution to exposing CiviCRM data via Drupal's profile or views functionality. (Some work in this direction was done by Rob Thoren with his  CiviNode module - but I don't think it's 2.0 compatible.)

http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin
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