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There are 14 steps to completing certification: 8 documentation steps (completed prior to certification) and 6 tests that MUST be completed.
Note that not all steps are required for all products, as some tests are optional or only apply to products with certain features. Please consult the details below each step below for details.
Table of Contents
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I. Pre-Certification Documentation
The following documentation must be received by the Ed-Fi Alliance prior to certification. Ed-Fi may ask for clarifications or changes in order to ensure clarity and uniformity.
1. Product Availability Information
See Requirements - Product Availability Information
2. Initial Implementation Verification Information
See Requirements - Implementation Verification
3. Data Mapping
See Requirements - Data Mapping
4. Usage Narrative
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The usage narrative is a short narrative text account of how the data exchange functionality is made available to product users. This information will be part of the certification registry entry. This SHOULD be fewer than 1000 words and can be provided in any common text format (MS Word, .txt file, etc.). |
5. Score Report Template(s)
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One or more score report templates that are currently used by the vendor to provide student results to end users of the certifying system. The score report template(s):
The score report templates are used to validate that data semantics are preserved and report elements are mapped to the proper Ed-Fi assessment domain counterparts. To help demonstrate what is wanted, view this score report from a fictitious vendor: Sample Score Template.pdf |
6. Fictitious Test Data for 100 to 500 Students
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Test data is a spreadsheet of the exact sample data that will be used in the certification process. The spreadsheet:
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7. Sample Learning Standards Reference Identifiers
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If the certifying system data mapping includes elements that index assessment metadata to learning standards, the provider:
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8. Custom Enumerations Used by the Vendor in Integrations
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If present, vendor-specific enumerations MUST be provided in Ed-Fi JSON or XML format and will be published as part of the certification record. Note that only certain enumerations are permitted to be vendor-specific: Ed-Fi Assessment Outcomes API for Suite 3 Certification#Enumerations The JSON MUST follow this format, which can be used to import the values into an Ed-Fi API: Descriptors JSON
Types JSON
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II. Certification Tests
Certification tests test conformance of the product to API specifications and other normative requirements of the API standard. It also validates the submitted documentation.
9. User Interaction and Availability Test
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The certifying product will show via screen sharing the methods by which exchanges are triggered (and those MUST follow the requirements under Certification Requirements for Data Providers and be consistent with the Usage Narrative submitted in step 4, above). |
10. Student Roster Configurability Test
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If using a formal, shared rostering specification (e.g., Clever, OneRoster, Ed-Fi Enrollment API) that allows for multiple student identifiers, the provider MUST either: a) Demonstrate that the product allows for configuration of which student ID (from the roster specification) is used when communicating with the Assessment API implementation. This is REQUIRED even if the student identifiers are optional in the roster specification, and MUST be done for all roster specifications. The student ID configuration is limited to the district/SIS student ID and the state student ID – other IDs are exempt (e.g., a student lunchroom code, a student Google ID). b) Demonstrate the ability to roster students via the Ed-Fi Enrollment API or the Ed-Fi Core Student Data API. The vendor will show via screen sharing or screen shots evidence of proof that this is configurable. Note: this configuration is only REQUIRED for those systems that use a standardized roster specification where individual students may have multiple identifiers. |
11. Batch Transmission Test
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Using the sample data from step 6, the certifying system will transmit an entire set of assessment metadata and student assessment results, along with learning standards or learning objective metadata if those are included. Detailed Steps
Any deviations from the expected data from the sample data spreadsheet or the vendor-provided score report(s) will be documented. Ed-Fi will notify the vendor of these deviations and request either updates to or additional clarification of the submitted documentation. Note that in this step, Ed-Fi is also verifying that data definition semantics are reasonably preserved in the mapping from provider formats to Ed-Fi formats. |
12. Synchronization Recovery Test
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To simulate the need to re-sync data in the event of an indeterminate error, several student assessment results will be deleted from the previously transmitted results. The product will be asked to re-submit the same records to ensure that those records appear. Detailed Steps
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13. Provider Data Update Test
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A change will be made to a set of records on the certifying product side and the product must show the capability to re-send the data so as to update the values of the API resources. Detailed Steps
Updates may be done at the StudentAssessmentItem, StudentObjectiveAssessment, or StudentAssessment level. |
14. Error Handling Verification Test
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The provider / API client MUST be able to perform the following actions:
Field work within the Ed-Fi community has revealed that this application behavior is a necessary condition of system interoperability. Accordingly, the test scenarios may include situations in which an API resource (or resources) will be made unavailable to the client, or in which the API reports other errors due to resource availability (e.g., HTTP 500 error). The client is expected to be able to successfully handle such situations. Detailed Steps
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III. Certification Completion
Upon completion, the Alliance will record the certification in the Registry of Ed-Fi Certified Products. The certification record will contain all documentation submitted from 1.1 to 1.6 above. This data is intended to allow potential users of the certified functionality to understand the important features of the integration that are available.
Certifications are valid for one year. Please review the Requirements for Recertification.