Cohorts: Difference between revisions

Latest revision as of 19:39, 6 July 2012

Cohorts, or site-wide groups, enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically.

Creating a cohort

Cohorts can be created by site administrators and other users with appropriate permissions.

Access Settings > Site administration > Users > Accounts > Cohorts

Click the Add button
NOTE In the dropdown you can choose between making your cohort available throughout the site "system" or in a named category.
Complete the details and save the changes.
Follow the assign link opposite the cohort name in the list of available cohorts.

Select potential users from the list then click the Add button.

To synchronise cohort members with course participants, the Cohort sync enrolment plugin should be enabled in Settings > Site administration > Plugins > Enrolments > Manage enrol plugins.

Adding users to a cohort in bulk

New feature
in Moodle 2.2!

Access Settings > Site administration > Users > Accounts > Bulk user actions
Find users by setting an appropriate filter
Add users from the available list to the selected list
Choose 'Add to cohort' with selected users

Uploading users to a cohort

New feature
in Moodle 2.2! An administrator can upload users via CSV file to existing cohorts as follows:

Access Settings > Site administration > Users > Accounts > Upload users
Upload a text file with the following format:

username,password,firstname,lastname,email, cohort1
tomjones,Pass1234*,Tom,Jones,tomjones@example.com, year3
marysmith,Pass1234*,Mary,Smith,marysmith@example.com, year4

where year3 and year4 are the cohort ids of existing cohorts (i.e. not their names)

Searching cohorts

When a site has a large number of cohorts, entering keywords into the "Search cohorts" box will search or filter for the required cohort(s)

Managing category cohorts

Cohorts which have been created for a category rather than the system can be located by selecting the appropriate category and then clicking the Cohorts link in Settings>Category (name)>Cohorts

@@ Line 1: / Line 1: @@
 {{Grouping users}}
-<p class="note">'''Please refer to [[Page_notes#Grouping users|these notes]] before editing this page.'''</p>Cohorts, or site-wide groups, enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically.
+Cohorts, or site-wide groups, enable all members of a cohort to be enrolled in a course in one action, either manually or synchronised automatically.
+==Creating a cohort==
+Cohorts can be created by site administrators and other users with appropriate permissions.
-A three minute Cohort in Moodle 2.0 video:
+* Access ''Settings > Site administration > Users > Accounts > Cohorts''
+[[File:Createcohort.png]]
+* Click the Add button
+*'''NOTE''' In the dropdown you can choose between making your cohort available throughout the site "system" or in a named category.
+*Complete the details and save the changes.
+* Follow the assign link opposite the cohort name in the list of available cohorts.
+[[File:Assigncohort.png]]
+* Select potential users from the list then click the Add button.
-<mediaplayer>http://www.youtube.com/watch?v=FMWZW_n0eVI</mediaplayer>
+To synchronise cohort members with course participants, the [[Cohort sync]] enrolment plugin should be enabled in ''Settings > Site administration > Plugins > Enrolments > Manage enrol plugins''.
+==Adding users to a cohort in bulk==
-Cohorts in Moodle 2.0 video:
+{{New features}}#Access ''Settings > Site administration > Users > Accounts > Bulk user actions''
+#Find users by setting an appropriate filter
-<mediaplayer>http://www.youtube.com/watch?v=dMqaeOGXuHQ</mediaplayer>
+#Add users from the available list to the selected list
+#Choose 'Add to cohort' with selected users
-==Creating a cohort==
-To create a cohort manually
-# Access ''Site administration > Users > Accounts > Cohorts''
+==Uploading users to a cohort==
-# Click the Add button
-# Complete the form and click the 'Save changes' button
-# Follow the assign link opposite the cohort name in the list of available cohorts
-# Select potential users from the list then click the Add button
-To synchronise cohort members with course participants, the ''Cohort sync'' enrolment plugin should be enabled in ''Site administration > Plugins > Enrolments > Manage enrol plugins''.
+{{New features}}An administrator can upload users via CSV file to existing cohorts as follows:
+#Access ''Settings > Site administration > Users > Accounts > Upload users''
+#Upload a text file with the following format:
-==Enrolling a cohort in a course==
+ username,password,firstname,lastname,email, cohort1
+ tomjones,Pass1234*,Tom,Jones,tomjones@example.com, year3
+ marysmith,Pass1234*,Mary,Smith,marysmith@example.com, year4
-In order to actually enrol users from a Cohort into courses the ''Cohort-Sync'' Enrollment plugin needs to be added to the enrollment methods for the course. The Administrator will first need to enable the ''Cohort-Sync'' enrollment plugin site wide (Site administration > Plugins > Enrollments) and then add it to the required Course (Course administration > Users > Enrollment Methods). At this stage the ''Cohort-Sync'' instance for the course is edited and the appropriate Cohort selected. The role to which the Cohort users are assigned is also selected at this point (typically Student).
+where year3 and year4 are the '''cohort ids''' of existing cohorts (i.e. ''not their names'')
-Visiting the Course administration > Users > Enrolled Users page will show users enrolled via the ''Cohort-Sync'' plugin.
+==Searching cohorts==
+When a site has a large number of cohorts, entering keywords into the "Search cohorts" box will search or filter for the required cohort(s)
-Note that, by default, a teacher cannot add this plugin to their course. It needs to be configured by an Administrator or a user with the Manager role.
+[[File:searcohorts.png]]
+==Managing category cohorts==
+Cohorts which have been created for a category rather than the system can be located by selecting the appropriate category and then clicking the ''Cohorts'' link in ''Settings>Category (name)>Cohorts''
-The required capabilities for setting up a cohort sync are:
+==Cohort capabilities==
-* moodle/course:enrolconfig in the course context
-* moodle/cohort:config in the course context
-* moodle/cohort:view in the same context as category
-The required capabilities for manually enrolling cohort members are:
+*[[Capabilities/moodle/cohort:assign|Add and remove cohort members]]
-* the same as cohort sync (note: this is a bug)
+*[[Capabilities/moodle/cohort:manage|Create, delete and move cohorts]]
-* enrol/manual:enrol in course context
+*[[Capabilities/enrol/cohort:config|Configure cohort instances]]
-* moodle/course:enrolreview in course context
+*[[Capabilities/moodle/cohort:view|View site-wide cohorts]]
 ==See also==
+*[http://www.youtube.com/watch?v=FMWZW_n0eVI A three minute Cohort in Moodle 2.0 video]
+*[http://www.youtube.com/watch?v=dMqaeOGXuHQ Cohorts in Moodle 2.0 video]
+*[http://www.somerandomthoughts.com/blog/2011/11/22/using-cohorts-with-moodle-2-2/ Using cohorts with Moodle 2.2] blog entry by Gavin Henrick
-* [[Development:Cohorts]]
+[[Category:Site administration]]
 [[fr:Cohortes]]
 [[de:Globale Gruppen]]
+[[ja:コーホート]]

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