General Information

What Is Open Badge Factory?

Open Badge Factory is a cloud-based platform which offers societies, educational institutions, companies and other organizations tools through which they can create, issue and manage meaningful Open Badges of good quality.

Technical Requirements

To use the service you need an internet connection and a web browser which supports HTML5 technology. Open Badge Factory can be used on any device.

Concept and Roles

Environment

When an organization becomes a user of the service, a new area of operation is created. This is called the organization’s environment.

Open Badge

In instruction material and in the user interface “badge” is usually used to refer to an Open Badge.

Admin

An organization’s environment is managed by a user in an admin role. The administrator of the Open Badge Factory service creates the first admin user for the customer organization and makes sure that this user is authorized by the organization s/he represents.

The admin user is responsible for the settings and user management of the environment. S/he creates and deletes other users and sets roles for users of the environment: admin, creator or issuer. In addition to managing the environment, the admin user can also create and issue badges.

Creator

Creator is a user who has both Creator tools and Issuer tools at her/his disposal. S/he can create, edit and delete badges and images, criteria pages and email templates related to badges. A creator can also issue badges.

Issuer

An issuer is a user who has access to Issuer tools. S/he can issue badges designed by creators and view reports related to issued badges.

Recipient / Earner

A recipient is a person who has earned a badge. The recipient does not have an account in the Open Badge Factory service but receives the badge via email. From a technical point of view, the only piece of information which the issuer needs to issue a badge is the recipient’s email address.

In addition to using the “recipient” term, also the term “badge earner” is used in instruction material and in the user interface. Basically, they mean the same thing but the term “recipient” highlights the issuer and the process of sending the badge, whereas the “badge earner” term stresses the point of view of earning the badge.

Consumer

Consumer is a person who views the badge earned and shared by the recipient. The recipient of the badge might have shared the badge in, for example, social media or via an ePortfolio. The consumer can be a friend, an acquaintance, a relative, a family member, an employer, a colleague, a cooperation partner, etc of the badge earner.


Dashboard

The Dashboard is the user’s start view when s/he logs into the service. From the dashboard the user can see in one view what has happened lately in the service (Activity), the organization’s badge statistics (Statistics) and the messages sent by users of the organization (Notification board).

The dashboard is visible to all users of the environment and its purpose is to support the team work of the organization. The tools available on the dashboard aim to give the user a quick and easy review of the organization’s badge situation and latest activity.

Activity

The Activity log displays the latest activities carried out in the environment. The log tells the user which user has done what, what kind of activity it is and when it has occurred. The activity usually relates to badges but also important operations related to maintenance and user management, like creating or deleting a user, are shown.

The aim is to give the user a clear view of what has happened since her/his last session and who has carried out these operations. Via the Activity log the user also gets an overview about the usage of the service in her/his own organization.

Statistics

The statistics displayed on the Dashboard are general statistics relating to the service use.

The Statistics view tells the user the following things:

  • Badges created: How many badges does the organization have in the service
  • Badges used in issuing: How many badges out of all created badges have been issued
  • Total number of Earners: How many badge earners does the organization have (all issuing events in total)

With the help of the statistics the user can follow the development of her/his own badge base and the number of issued badges.

Team

An organization has users who can be defined in one of three roles: admin, creator or issuer. Depending on the role the user has different tools at her/his disposal. Users in different roles form a team in the organization, whose members and their roles are listed under the Team heading.

Notification Board

Team members inside an organization can use a Notification board to communicate among themselves. For example, a badge creator can post a message to the badge issuers that the badge is ready to be issued. On the board team members can also notify others about what they have done or are about to do in the environment.

1. Type your message into the field and click the Post new button. → The message appears on the Notification Board and information about who has sent the message and when is attached to the post.


Creator Tools

The tools with which users in the admin and creator roles can create and manage badges are found under this function. The function is not visible to users in the issuer role.

Badge Library

Badge library is a place where a creator can create new badges and edit badges s/he has created earlier (badges s/he has created her/himself or badges created by others). All badges created by the organization are listed in the library. In the library, a user can view badges, search for badges with different search criteria and make changes to badges.

Organizing badges

Badges can be organized either by editing date (Order by last modified) or by the title (Order by title) of the badge.

Searching for badges with keywords

Badge searches can be made with keywords by typing a word into the Filter field. The search is performed immediately as you type in the word.

Searching for badges by category

You can also do searches by categories defined by creators. Categories are types of keywords and badges are classified into topics with them. A creator can create new categories when needed and one badge can be added to several categories.

If categories are added to badges, the Badge library page displays all created badges and the category All is selected:

all badges

Searching for badges according to one category

Click the appropriate category, for example language, and as it becomes active, only the badges categorized with the word “language” are displayed:

one category

Searching for badges according to several categories

Click all the appropriate categories, for example, language and france, and all badges categorized with the words “language” ja “france” are displayed:

multiple categories

Note! In a situation where none of the badges in the library have been categorized with all the selected categories, no badges are displayed. For example, if you choose categories language, french and german, there are no search results because none of the badges has been categorized in all three categories:

multiple categories, no results

Click the all button to see all badges again.

Adding a category to a badge

  1. Click the badge to which you want to add categories.
  2. Add a category to the Categories field and click Enter after which you will see the category under the Categories heading. Note! If the category has already been added to another badge, the system suggests it automatically.
  3. Once the categories have been created, you can close the popup window.

Removing a category from a badge

  1. Click the badge from which you wish to remove categories.
  2. Click the small cross next to the category’s name.
  3. Once the categories have been removed, you can close the popup window.

Creating a new badge

Create a new badge by clicking the empty badge icon with the text Create new badge.

new badge

You will see a view where you are instructed on how to create the badge (phases 1-5). In each phase a form is opened where the badge creator can insert the badge information.

1. Content

Information regarding the badge will be saved and the metadata will be “baked” to the badge with this form. The information will be shown to the badge earner and consumer.

Image

The most visible part of the badge is the image attached to it and it is uploaded either:

  1. From the badge creator’s computer: Upload a file (PNG or SVG) or
  2. Pick from library if images have already been saved there.

The picture needs to be:

  • PNG or SVG
  • square, e.g. 200 x 200 px
  • 100-300 px (w. and h.) in size, we recommend 200 x 200 px images
  • under 250 kB in file size.

3. If there is not a ready-made image, the image can be created with the badge editor by clicking the Edit image link.

The image is compulsory and needs to be uploaded when the badge is set as ready for issuing (Ready for issuing) at the latest.

Language

The badge can be created with one or more languages. From the Add language menu the badge creator can add a language/languages that will be shown both to the badge earner and consumer.

The language chosen first will become the default language but it is possible to change the default language later, when more languages have been added.

The fields that will be filled out with additional languages are name, description and criteria if the badge is made multilingual. Please notice that the badge image will remain the same in all language versions.

It is possible to examine different language versions by clicking the Preview button below the image.

NB! If the badge is created with several languages, it is good to finish with all language versions first and then issue the first badges. If languages are later added, new languages won’t be updated to those who have already received the badge.

Name

The name of the badge can be 128 characters long and it is visible for the badge earner and consumer. Choose a name that describes the badge in the best possible way. This is a compulsory field.

Description

The meaning of badge description is to describe the meaning/content shortly and effectively so that the badge earner and consumer will be interested to study the badge more. 1,000 characters can be used for the description. This is a compulsory field.

Tags

The badge issuer can determine with tags to what theme the badge is related to. NB! Tags are different than the Open Badge Factory categories.

Criteria

One of the most important metadata fields of the Open Badge is the criteria because that is where it is determined why the badge has been created and on what basis the badge has been issued to the badge earner. It is important for organisations to really think about the criteria of the badges they issue because they set the value of the badge for the earner.

Basically the skills, accomplishments and learning of the badge earners are being described in the badge criteria. In addition to text, criteria can also contain images and links. It is possible for example to point to different sites that complement or open in more detail the criteria description.

Creator can compose the criteria themselves or upload a ready-made criteria template: Pick template.

It is possible to save the composed criteria as a criteria template for later use: Save as template.

Criteria is a compulsory field. The user can save an unfinished badge as a draft but it is not possible to change the badge as ready for issuing before there is content in the criteria.

Ready for issuing

If the badge is not ready for issuing and the user wants to edit it later, the badge will be saved as a draft (Save and close). In this case, only admins and creators can see the badge in Badge library.

If the badge is completely ready and it can be issued, the Ready for issuing is chosen. After this, the issuers will also be able to see the badge: Issuer tools → Issue badge.

It is possible to advertise badges in Open Badge Passport by clicking the Advertise in Passport link. More detailed instructions regarding advertising will be given in the pop-up window that opens after clicking. Organisations will gain more visibility for their badges among badge earners by advertising them. It is possible to test advertising badges for free until the end of year 2017.

2. Message

The email message that will be sent to the badge earner when they are issued a badge, will be created with this form. The message consists of two parts: the body of the message and the footer. The link, through which the badge earner can accept the badge issued to them, is located between the body and footer of the message.

Title: Email subject.

Email body: This is the actual message for the badge earner that usually explains why the message receiver has been issued an Open Badge. The last sentence of the body can be for example: “You can accept the badge by clicking the button below:”

Button link text: A button will be automatically added to the message and by clicking it the badge earner can download the badge. The creator of the badge can set the text that is shown in the button. If the field is left empty, a default text will be added to it: “Get your badge”.

Email footer: The issuer can add for example a link to their website in the footer of the message.

The creator can compose the email message or upload a ready-made email message template: Pick an email template. Using templates creates unity in the issuing process of the organisation and also saves time from the creator and issuer of the badge. Messages are usually very similar to each other although the badges might be very different.

The creator can save the message as a template for further use by clicking the Save as template link.

It is not compulsory to fill out the Message form and the creator can leave it empty. In this case, composing the message is the issuer’s responsibility.

3. Settings

Instructions for issuers

In this field, the creator can save information regarding the badge that has been meant for internal use to help out creators and issuers. The creator can tell for example who are responsible for creating the content of the badge and for the graphic design, what is the use of the badge, in what connection is it possible to issue the badge, what is the connection between the badge and other badges etc.

The system automatically loads the ready-made example questions to new badge’s Instructions for issuers field.

The aim of these ready-made example questions is to give the users an overview about the use of the badge in question and about different things associated with the badge and in this way direct the organisation’s creators and issuers on how to carry out the right Open Badge strategy.

Editing the example questions

The admin user of the environment can edit, add and delete example questions:

  1. Click Admin tools from the top menu
  2. Click Guideline from the left menu
  3. Remember to click Save when you have finished editing the questions.
  4. Edited questions will be immediately updated to new badges’ Instructions for issuers field but the edits won’t affect the texts on already existing badges’ Instructions for issuers field.

Creator users can edit the example questions in the badge’s Instructions for earners* field when they create a new badge or edit an existing badge. **Instructions for earners field is optional and it doesn’t have to be filled out or edited.

Validity period

It is possible to set a validity period for the badge making the badge not valid after a certain time period. It is possible for the issuer organisation to create badges that need further training etc. in order for the badge to be renewed. The time period is given as a month/year basis when the badge is created and the exact expiry date can be set when the badge is being issued.

Sub-organisations

If the organisation has the sub-organisation feature in use and sub-organisations have been created, it is possible to choose from the settings the sub-organisations that can issue the badge.

Milestone badges

A milestone badge (or meta badge) is a “super badge” associated with a collection of “smaller” badges. A milestone badge is automatically awarded to an earner when all required badges in the pathway have been issued.

The role of a meta badge in the badge system is determined by the issuer. It can be the final step in a pathway, it can express an access to a “higher level” or it can be a compilation or a summary badge.

Notice that required badges in the pathway can be issued in any order. This makes it possible for earners to progress in their own pace.

Creating a milestone badge

Click Creator tools and choose Milestone badges. Click create new milestone badge. Choose a badge from your badge library. Then add the required badges in the pathway which need to be earned for the milestone badge. Save the new milestone badge.

Issuing a milestone badge

When a badge related to a milestone badge is issued, earner can see all the badges required for the milestone badge on the acceptance page. The earner can easily see all the badges already earned and those still needed. Once the earner has been awarded the last badge, the milestone badge is also issued.

The term meta badge is significant only to badge creators and issuers. From an earner’s point of view a milestone badge is a normal badge, which contains information about the path the user has taken and her/his achievements.

For the earners it would be helpful to make milestone badges differ from regular badges. Creators can for example choose differently styled images or append criterias from required badges to the milestone badge.

The flexible badge implementation of OBF makes it possible to build hierarchial milestone badges using other milestones.

Image library

The Image library is a folder where creators can upload images. The images are used by creators and admins of the environment.

The purpose of the image library is to support the distributed design process of the badges. When all of the organization’s badge images are saved in the library and not on users’ own computers, the correct versions are always available to users.

Image specifications

  • In PNG format
  • square-shaped, e.g. 100 x 100 px
  • medium sized, e.g. 100-300 px. We recommend size 200 x 200 px
  • no more than 250 kB in file size

Images can be categorized in the same manner as badges (see Creating/Deleting categories). Images can be organized and searched for in the same way as badges.

Uploading an image to the library

  1. Click the Upload new image icon.
  2. Upload the image from your computer by clicking the Select PNG file link.
  3. Give the image a name (file name is used by default) and if needed, a comment.
  4. Finally, click Save.

Criteria page templates

On the Criteria page templates page you can see all the organization’s criteria page templates saved in the environment which can be utilized when creating new badges.

The criteria page templates are useful when an organization wants to create criteria pages which have a unified structure and style. The purpose is to make the creation of similar badges easier and faster in such cases where the criteria of the badges do not differ from each other very much and the same kind of language and design is needed for coherence.

A criteria page template can also be used although the criteria pages are different because once you have taken a template into use, it is easy to modify it and the original template remains in the environment. The use of templates saves the creator’s time.

Criteria page templates can be categorized the same way badges are categorized (see Creating/Deleting categories). Templates can be organized and searched for.


Issuer tools

With Issuer tools all users of the environment (admin, creator and issuer) can issue badges, create recipient lists for issuing and view reports on issued badges.

Issue badge

1. Preview badge

Here the issuer can see how the badge appears to the recipient.

2. Set badge details

Here the issuer can define when the badge is issued and when it expires, if a certain validity period needs to be defined. The issuer can view the criteria page composed by the creator by clicking the Criteria preview link at the bottom of the page.

The issuer can add text to the criteria page if needed and this text will be visible in the Criteria addendum field, under the text added by the creator. This text can be some specific piece of information, relating, for example, to the issuing event. An example: If the badge is issued in connection with a certain training, the issuer can describe in detail what was done and verified on the course. The Criteria addendum field is optional.

3. Select recipients

At this stage the issuer fills in the recipient list in the Email addresses (one per line) field or loads a list by clicking Pick a recipient list button. Insert one email address per line.

4. Edit email message

Here the issuer can modify the subject of the message sent to the recipients and the message itself (Email message body). An Email message footer can also be added where the issuer can insert additional information, for example, instructions.

The message can be previewed at the bottom of the page by clicking the Email preview link.

Depending on the practices of the organization, the creator of the badge may have added a message when creating the badge or the message field is empty and the issuer inserts the message when issuing the badge.

5. Confirm & issue

The issuer sees a summary about the badge which is being issued. For reporting purposes, s/he can insert an Event name.

When everything is in order, the issuer clicks the Issue badge button after which the system generates the badges for the earners and sends them a message. Issuing can take place if a message has been inserted (phase 4) and at least one recipient has been defined (phase 3).

Organizing and searching for badges

The issuer can sort badges according to the last modification time or by title, or s/he can insert a search word into the filter field. An issuer can search by existing categories. Note! An issuer cannot add/remove badge categories.

Email message templates

The issuing is done via email. The message sent to the recipients of the badge does usually not reveal the details of the badge but only generally describes the Open Badge concept, tells who the badge is issued by and how to accept it. This is why a good message template is very useful to creators and issuers because they do not have to write new instructions every time they want to issue a badge.

With the Email message templates function the issuer can create message templates for future issuing events and its purpose is to make the work of creators and issuers faster and easier.

Organizing and searching for message templates

The issuer can organize templates according to the last modification time or by title, or s/he can insert a search word into the filter field. An issuer can search by existing categories.

Adding a category to message templates

An issuer can add categories to message templates by opening the template by clicking it and adding a category/categories.

Reports

The purpose of the Open Badge Factory reports is to give the user of the environment a general picture of her/his organization’s activity and information about how the issued badges have been received and how they have been utilized.

Environment level reports

General reports

  • The number of created badges
  • The number of badges used in issuing
  • Issuing events, meaning how many times has the issuing process been carried out
  • Total number of earners

Received badges

The graph displays reports on receiving badges. The reports show you how all badges have been received:

  • Not received: It is not known whether the badge has been accepted or not
  • Accepted: The earner has confirmed that s/he wants to accept the badge

Average Rating

The system gathers information about how recipients of badges have rated them. By rating badges the recipients show how useful they find the badges issued to them. The recipient of the badge can rate the badge during the acceptance process of the badge. The scale used in rating in 1-5 (min. 1, max. 5). The report shows the average of all given ratings.

Criteria Page Hits

This report tells you how many times have the criteria pages of badges been viewed in total.

Top badges

  • Top Issued: Lists the badges that have been issued most in the environment
  • Top Rated: Lists the badges that have been rated highest among recipients
  • Top Seen: Lists the badges whose criteria pages have been viewed the most

Reports on individual badges

You can also view badge-specific reports which include all above-mentioned data.

You can view reports on a specific badge by clicking the badge’s name on the Reports page under the Badge heading.

Reports on issuing events

You can also view reports on issuing events which include all above-mentioned data.

You can view reports on a specific issuing event by clicking the badge’s name on the Reports page under the Badge heading and in the next view, see under Issuing events.

List of recipients

Also lists of recipients by badge can be viewed. Click the badge’s name on the Reports page under the Badge heading and in the next view, see under Recipients.


Admin tools

Accessing this section requires that the user is in admin role. The user who creates an environment in OBF for his or her organisation will automatically become the first admin.

User account

This is the place where the administrator will create and manage user accounts. The information required to create a user account is: user’s email, name, password and role. The roles have been explained in the Concept and Roles section at the beginning of this help document.

Organisation details

Here is the form where the admin fills in information about his or her organisation. The name, URL and organisation email are compulsory because they are baked in the badge metadata. The reply-to-address will be used, when badges are sent by email to earners, as it is useful to earners who wish to reply to the issuer’s message.

Sub-organisations

If your organisation is authorised (optional feature in the Premium service level) to create sub-organisations, this is the place where you can create them. The sub-organisation feature allows big organisations to issue badges with different issuer information. For example for a university, sub-organisations can be used so that its faculties can issue badges in their own names even if they all use one common OBF environment.

Creating a new sub-organisation is simple. After clicking on create new sub-organisation button, fill in the form the required information: name, URL and organisation email. Other fields are optional.

After setting up sub-organisations OBF issuers will have the possibility to choose one of them when issuing a badge (in the Set badge details, second step of the issuing wizard). It is possible to generate reports based on sub-organisations in the Reports section.

Partner network

This is the place where you can select other OBF user organisations to become your partners. After selecting partners you will be able to share badges with them. Notice that other organisations can choose your organisation to be a partner in their network. If you want to avoid it and be invisible to other OBF user organisations, uncheck the searchable option (default) in the organisation details form.

Shared badges

Here your organisation’s admin(s) can select the badges that the organisation wants to share with all or some of its partners. Badges can be shared as links (the name of the original creator of the badge will be displayed in the badge issued by a partner) or as copies. When a partner is allowed to make a copy of one of your organisation’s badges, the copy will not contain the name of the original creator.

Notice that the organisation, which is the creator of the badge, can manage the badges it shared as links by setting expiration dates, but it will not have control on badges shared as copies.

Guideline

Here the admin(s) can write guideline instructions for badge creators. This guideline document usually contains strategic questions that badge creator team has to acknowledge when designing a new badge. These questions can be for example:

  • “Who is responsible for developing this badge?”
  • “What resources are needed to develop the badge?”
  • “Who is responsible of the graphic design?”
  • “What are the target groups that could be rewarded with this badge?”
  • “Does this badge point to competency framework? Which one?”
  • “How this badge will be issued? As a part of a milestone badge? As a badge application?”
  • etc…

API key

The API key is requested to activate some of the OBF -plugins for example Moodle, TotaraLMS and Mahara OBF issuer plugins. Click on the Generate certificate signing request token to display and copy it. For more information see plugins’ instructions.

Style sheet

Here you can edit a CSS style sheet document to personalise the look and feel of your badges’ criteria pages.


Three different ways to issue badges

With OBF you have three main ways to issue badges:

1. Manual issuing

The badge issuer sends a badge to one or several earners.

This is the traditional way to issue a badge. After some achievement of your students, partners, employees, colleagues etc. you decide to award them a badge. You collect earners’ email addresses, click on the badge you wish to issue (Issuer tools > Issue badge), fill the email list in the select recipients text box and issue the badge.

A variation of this manual way to push badges to earners can be automatic when you have installed the OBF issuer plugin in an LMS system. For example with the Moodle OBF plugin a preselected badge can be automatically issued when a student completes a course or a program in TotaraLMS.

When you decide to push badges to your earners remember to tell them what is an Open Badge and why they are getting it. OBF statistics show that the acceptance percentage of such “pushed badges” is quite low (about 30% in 2015). But many organisations and earners are becoming familiar with badges and the level of reception is clearly rising.

2. Applying for a badge

In this case the earner is proactive and requests the badge by filling in evidences in a badge application. After assessing the application submitted by the earner the issuer, who is in this case a reviewer, can accept and issue or reject the application. In OBF a badge application is build by a creator in the Creator tools > Badge applications section, but it can be activated (displayed to potential earners) and managed by users in the Issuer tools > Review application section.

Creating a badge application

Basically creating a badge application is adding an application form to an existing badge ready for issuing. It is a 4 step process:

1. Badge

The first step consists of selecting a badge from the badge library. If the badge contains some guideline instructions, they are copied automatically to the Instruction for issuers section. Instructions can be edited or written from scratch.

2. Form

The second step consists of building the application form. The form can be built from scratch with the form editor or a prior form saved as a template can be loaded. The Instructions for earner field can be used to give some instructions to earners for example on how to fill the form. This text will be displayed on the top of the form.

3. Message

The Application approval message is the place where it is possible to write a message to inform the earner that his or her application has been accepted and the request awarded.

4. Settings

Here are the settings of the badge application. The name is by default the name of the badge picked for the application, but it can be changed. The language selection sets the language of the user interface of the application (name and email fields and submit button).

The status of the application can be Draft, Ready or Active. Draft means that the application is not ready and can’t be activated by an issuer. Ready means that the application can be activated for example by an issuer in the Issuer tools - Review applications menu. The creator of the application can set it as Active if they wish to do so. If an application is active, it can be displayed in a web site by copying and pasting the Application URL link or the Embed code. The redirect URL is an optional URL where users are redirected after submitting their application.

There are two possible approval methods: After review for applications requiring assessment and Instantly without review for automatic issuing of the badge. This second option can be used for example when applicants wish to express some statement or support a cause.

Reviewing badge applications

A user entitled with an issuer role can do this task. For this reason the Review applications section is in the Issuer tools menu. In the Review application section the reviewers can easily see new pending applications. By setting the Send me daily email notifications of pending applications the reviewer can be reminded about new and non-reviewed applications.

In the Application settings section under the Settings button, the reviewer can change the name, language and status as well as redirect the URL of the application. It is also possible to set a date range during which the form is active.

When rejecting applications, reviewer can write an email message to give feedback to the applicant.

A great number of OBF customers have created badge applications and their feedback has been positive. It’s a great way to capture prior learning and raise the interest of earners who see a greater value in the badges they want to earn than in the badges they get without understanding why.

OBF system administrator’s stats show that after the release of the badge application feature the number of badges received by earners has been increasing a lot. In some projects about 90% of badges requested by applications have been actually accepted by their earners.

3. Milestone badges

The third way to issue badges in OBF is by using the milestone badge feature in the Creator tools menu. A milestone badge is a chain of badges setting a pathway for the earners. The idea is that the milestone badge is issued automatically when the “smaller” badges required have been earned by the earner.

Setting a milestone badge in OBF is quite easy. First, you need to be a badge creator (user role) and have a set of badges ready for issuing in your badge library. Go to the Milestone badge section and click on the Create new milestone badge button. Pick the milestone badge (the “big” badge at the end of the path) and the smaller badges, which must be earned to get the milestone badge. After that you should set the requirements for issuing the badge. There are two alternatives: all the badges of the chain are required (default) or a smaller number of badges is enough to get the milestone badge.


Badge sharing features in OBF

It is possible for an organisation to create and share badges with other OBF user organisations. For example an association can create badges that are useful to several other partner associations in its network and allow them to issue them in their own name. When a shared badge is issued by other organisations, the information about the original creator is added to the badge metadata.

In the Open Badge Passport this information will be displayed in an additional Created by field. This is an OBF feature, but it is build on a community extension of the OBI standard and can be adopted by other badge issuing and displayer platforms in the future.

How it does it work in practice?

Sharing badges with other organisations is a Premium service level feature.

If you want that your organisation can be picked as a partner by others, your environment administrator needs to check that in Admin tools > Organisation details your organisation is set as Searchable (default setting). Notice that this Searchable set up is allowed to Premium and Basic customers.

If you want to share badges with some of your partners using OBF, your administrator should select organisations in the Admin tools > Partner network section.

The badges that you want to share with your partner network must be set in the Admin tools > Shared by us section. For each badge you can define the partners who will be able to receive it as a link or copy.

If some partner shares a badge to you, you have to accept the badge to be able to issue it. This takes place in Creator tools > Shared badges. In the pending list are the badges that are waiting for your acceptation. In the accepted list are the badges that have been accepted and can be issued by you. In the decline list are the badges that you don’t want to issue.

The badges chosen by your creator users in the Shared badges session will appear in the Issuer tools > Issue badge section. Notice that if a badge is shared as a link, it can be only issued but not modified. If it is shared as a copy, it can be modified by creator users in the Badge Library section like one of your own badges.

A badge shared as a link can be set to expire after some time or it can be unshared by its owner. In this case the badge will disappear from Shared badges and Issue badge sections, but this will not affect the badges already issued to earners.