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Template System
Comprehensive guide to the ikigize template system - how courses, modules, sessions, and tasks can be shared, copied, and reused across the ecosystem.
Overview
The template system is ikigize's powerful content sharing and replication framework, enabling educators, organizations, and institutions to share their best-practice learning structures while maintaining appropriate control and attribution. By marking content entities as templates, creators can distribute their course designs, module structures, session formats, and task frameworks across the ikigize ecosystem—from private organizational use to global open educational resources.
What Are Templates?
Templates are reusable blueprints for learning content that can be copied and adapted by other users, organizations, or campuses. When you mark a course, module, session, or task as a template, you're creating a shareable structure that others can discover, copy, and customize for their own contexts while maintaining a connection to the original.
More Than Just Copying
Templates aren't simple duplicates. Each copy maintains a bidirectional link to the original template, enabling powerful features like usage analytics, update propagation, licensing compliance, and learner activity matching across all instances. This creates a living network of related content that benefits both template creators and users.
Why Use Templates?
For Content Creators:
- Share your expertise and learning designs with a broader audience
- Build reputation through widely-used educational frameworks
- Track adoption and gather insights from global usage
- Monetize your content through licensing (future feature)
- Contribute to the broader educational community
For Content Users:
- Start with proven, high-quality learning structures
- Save time on course/module design and development
- Adapt best-practice frameworks to your context
- Receive updates and improvements from original creators
- Connect learners across similar content for peer learning
For Organizations:
- Standardize learning experiences across teams or campuses
- Share internal best practices efficiently
- Collaborate with partner organizations on content
- Build reputational value through quality content sharing
- Enable faster program development and scaling
Entities That Support Templates
The ikigize platform supports templates across four core content types, each with its own template capabilities and access control model:
- •Full course outline with blocks
- •Social learning configuration
- •Assessment frameworks
- •Progress tracking setup
- •Block-based content structure
- •Sequential learning paths
- •Difficulty level presets
- •Reusable content components
- •Session type configurations
- •Timeslot management setup
- •Virtual meeting presets
- •Participant interaction patterns
- •Task type and structure
- •Grading rubrics
- •Submission requirements
- •Resource linkage patterns
Template Access Control
Template access control determines who can discover and copy your templates. Each entity type has similar but slightly different terminology that reflects its use case:
Basic Access Models
Anyone can copy and use the template
Common Use Cases
- •Open educational resources
- •Community-contributed content
- •Standard frameworks and structures
- •Public knowledge sharing
Key Benefits
- •Maximum reach and adoption
- •Community contributions and improvements
- •Network effects for analytics
- •Educational equity and access
Users must request permission to copy
Common Use Cases
- •Controlled distribution
- •Quality assurance before sharing
- •License agreement requirements
- •Usage tracking and analytics
Key Benefits
- •Control over who uses your content
- •Opportunity to establish terms
- •Build relationships with users
- •Track adoption and usage
Only specifically invited users can copy
Common Use Cases
- •Proprietary content and methods
- •Partner organizations only
- •Paid licensing arrangements
- •Internal organizational use
Key Benefits
- •Maximum control and protection
- •Selective partnership opportunities
- •Revenue generation potential
- •Intellectual property protection
Advanced Licensing Options
Beyond basic access control (Free/Ask/Invite), template owners can configure detailed licensing terms to protect their intellectual property, ensure proper attribution, and even monetize their templates.
Advanced licensing features are currently in development. While the foundation is in place through the access control system, full licensing management, payment processing, and revenue sharing will be available in future releases. See the Licensing System documentation for more details.
- •Allow commercial use
- •Non-commercial use only
- •Commercial use with revenue sharing
- •No attribution required
- •Attribution required
- •Attribution with link to original
- •Full modification allowed
- •Limited modifications only
- •No modifications (exact copy)
- •No sharing requirement
- •Share derivatives under same license
- •Share improvements with original
- •No quality requirements
- •Minimum completion standards
- •Review and approval required
- •Free (no cost)
- •One-time licensing fee
- •Subscription-based access
- •Revenue sharing model
Visibility Settings
Where Templates Can Be Discovered:
Templates can be visible in multiple catalogues simultaneously, giving you precise control over discoverability:
- Private: Not listed anywhere; only accessible via direct link or invitation
- Public: Discoverable in public catalogues/calendars by anyone
- Organization: Visible only within specific organization catalogues
- Campus: Visible only within specific campus catalogues
- Multiple Catalogues: Combine visibility across multiple contexts (e.g., Public + Organization)
Strategic Visibility
Use multiple catalogue visibility to maximize appropriate exposure. A professional development module can be public for general discovery while also appearing in specific organization catalogues for branded employee access. This creates both broad reach and targeted distribution.
Entity-Specific Terminology
While the concepts are consistent, different entities use appropriate terminology:
Courses & Sessions (Dual-Context):
- Template Context: "Free to Copy," "Ask to Copy," "Invite Only to Copy"
- Separate from Join Context: "Free to Join," "Ask to Join," "Invite Only"
Modules (Single-Context):
- Usage Context: "Free to Use," "Ask to Use," "Invite Only to Use"
- No Join Context (access through courses/campuses only)
Tasks (Single-Context):
- Template System: Marked as template with visibility controls
- No Join Context (assigned through courses/modules/campuses)
Learn More About Access Control
Each entity's documentation provides detailed information about its specific access control model:
Template Linkage System
One of the most powerful features of the ikigize template system is automatic linkage between templates and all their copies. This creates a network of related content that enables advanced features and insights.
From Copy to Original:
- Reference to the original template ID
- Metadata about when and by whom it was copied
- Tracking of customizations and deviations
- Optional update synchronization preferences
From Original to Copies:
- Registry of all copies (instances) created
- Aggregate usage and effectiveness analytics
- Update propagation channels
- Licensing compliance monitoring
Licensing Compliance Through Linkage
The template linkage system automatically enforces licensing terms across all copies:
- Usage Monitoring: Track whether copies comply with commercial usage restrictions
- Attribution Verification: Ensure proper credit is maintained in all instances
- Modification Tracking: Monitor whether copies respect modification rights
- Revenue Collection: Automatically process payments for paid licenses (future feature)
- License Expiration: Notify users when subscription-based licenses need renewal
Learn More About Licensing
For complete details on the licensing system, monetization models, and revenue sharing, see the Licensing System documentation.
Related Documentation
Entity-Specific Template Information
- Courses: Template Context - Course template access control
- Modules: Usage Conditions - Module template usage
- Sessions: Template Conditions - Session template access
- Tasks: Template System - Task template functionality
Access Control & Platform
- Licensing System - Monetization and revenue sharing
- Ownership System - Who controls content
- Roles & Permissions - Access control fundamentals
- Visibility & Access - Understanding visibility models
Core Concepts & Structure
- Library System - Organizing template collections
- Organizations - Organization-level templates
- Campuses - Campus-level templates