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.

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:

Course Templates
Dual-Context
Complete learning program structures
  • Full course outline with blocks
  • Social learning configuration
  • Assessment frameworks
  • Progress tracking setup
Module Templates
Single-Context
Self-contained learning units
  • Block-based content structure
  • Sequential learning paths
  • Difficulty level presets
  • Reusable content components
Session Templates
Dual-Context
Interactive activity formats
  • Session type configurations
  • Timeslot management setup
  • Virtual meeting presets
  • Participant interaction patterns
Task Templates
Single-Context
Standardized assignments
  • 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

Free to Copy/Use

Anyone can copy and use the template

Open Access

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
Ask to Copy/Use

Users must request permission to copy

Approval Required

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
Invite Only to Copy/Use

Only specifically invited users can copy

Restricted

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 Conditions
Beyond basic access control, template owners can configure detailed licensing terms to protect their content, ensure proper attribution, and even monetize their templates. These conditions apply to courses, modules, sessions, and tasks marked as templates.
⚠️ Future Feature

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.

Commercial Usage Rights
Control whether template copies can be used for commercial purposes
  • Allow commercial use
  • Non-commercial use only
  • Commercial use with revenue sharing
Attribution Requirements
Specify how original creators should be credited
  • No attribution required
  • Attribution required
  • Attribution with link to original
Modification Rights
Define what modifications are allowed on copied templates
  • Full modification allowed
  • Limited modifications only
  • No modifications (exact copy)
Derivative Sharing
Control whether modified copies must be shared back
  • No sharing requirement
  • Share derivatives under same license
  • Share improvements with original
Quality Standards
Set requirements for template implementation
  • No quality requirements
  • Minimum completion standards
  • Review and approval required
Revenue Models
Monetization options for template usage
  • 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)

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)

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

Entity-Specific Template Information

Access Control & Platform

Core Concepts & Structure