Cohorts: Difference between revisions

Latest revision as of 10:06, 7 March 2014

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 Administration > 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 Administration > Site administration > Plugins > Enrolments > Manage enrol plugins.

Adding users to a cohort in bulk

Access Administration > 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

An administrator can upload users via CSV file to existing cohorts as follows:

Access Administration > 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)

Note: To add existing users on the system to exisiting cohorts, you only need their username and the cohort id in your csv file.

Searching cohorts

When a site has a large number of cohorts, keywords may be entered into the Search Cohorts box to search for or filter the available cohorts.

Please note, as the page title indicates, this only searches for cohorts created in the System context (i.e. it searches site-level cohorts but not category-level cohorts). To search for cohorts created in a Category context, go to that Category's page and in its Settings block, click the link to Cohorts.

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.
-==Enrolling a cohort in a course==
+==Creating a cohort==
-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'' enrolment plugin site wide (Site administration > Plugins > Enrolments) and then add it to the required Course (Course administration > Users > Enrolment 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).
+Cohorts can be created by site administrators and other users with appropriate permissions.
-Visiting the Course administration > Users > Enrolled Users page will show users enrolled via the ''Cohort-Sync'' plugin.
+* Access ''Administration > 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.
-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.
+To synchronise cohort members with course participants, the [[Cohort sync]] enrolment plugin should be enabled in ''Administration > Site administration > Plugins > Enrolments > Manage enrol plugins''.
+==Adding users to a cohort in bulk==
-The required capabilities for setting up a cohort sync are:
+#Access ''Administration > Site administration > Users > Accounts > Bulk user actions''
-* moodle/course:enrolconfig in the course context
+#Find users by setting an appropriate filter
-* moodle/cohort:config in the course context
+#Add users from the available list to the selected list
-* moodle/cohort:view in the same context as category
+#Choose 'Add to cohort' with selected users
-The required capabilities for manually enrolling cohort members are:
+==Uploading users to a cohort==
-* the same as cohort sync (note: this is a bug MDL-28431)
-* enrol/manual:enrol in course context
-* moodle/course:enrolreview in course context
+An administrator can upload users via CSV file to existing cohorts as follows:
+#Access ''Administration > Site administration > Users > Accounts > Upload users''
+#Upload a text file with the following format:
-==Admin settings for cohorts==
+ username,password,firstname,lastname,email, cohort1
+ tomjones,Pass1234*,Tom,Jones,tomjones@example.com, year3
+ marysmith,Pass1234*,Mary,Smith,marysmith@example.com, year4
-To create a cohort manually:
+where year3 and year4 are the '''cohort ids''' of existing cohorts (i.e. ''not their names'')
-* Access ''Site administration > Users > Accounts > Cohorts''
+''Note: To add existing users on the system to exisiting cohorts, you only need their username and the cohort id in your csv file.''
-[[File:Createcohort.png]]
-* Click the Add button
+==Searching cohorts==
-*'''NOTE''' In the dropdown you can choose between making your cohort available throughout the site "system" or in a named category.
+When a site has a large number of cohorts, keywords may be entered into the Search Cohorts box to search for or filter the available
-*Complete the details and save the changes.
+cohorts.
-* Follow the assign link opposite the cohort name in the list of available cohorts
-[[File:Assigncohort.png]]
+Please note, as the page title indicates, this only searches for cohorts created in the System context (i.e. it searches site-level cohorts but not category-level cohorts). To search for cohorts created in a Category context, go to that Category's page and in its Settings block, click the link to Cohorts.
-* Select potential users from the list then click the Add button
+[[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''
+==Cohort capabilities==
-To synchronise cohort members with course participants, the ''Cohort sync'' enrolment plugin should be enabled in ''Site administration > Plugins > Enrolments > Manage enrol plugins''.
+*[[Capabilities/moodle/cohort:assign|Add and remove cohort members]]
+*[[Capabilities/moodle/cohort:manage|Create, delete and move cohorts]]
+*[[Capabilities/enrol/cohort:config|Configure cohort instances]]
+*[[Capabilities/moodle/cohort:view|View site-wide cohorts]]
 ==See also==
-*A three minute Cohort in Moodle 2.0 video [http://www.youtube.com/watch?v=FMWZW_n0eVI]
-*Cohorts in Moodle 2.0 video: [http://www.youtube.com/watch?v=dMqaeOGXuHQ]
+*[[Cohort sync]] enrolment method
-* [[Development:Cohorts]]
+*[[Cohort enroller]] role
+*MDL-34189 Make category cohorts visible sitewide for site administrators
+*[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
+[[Category:Site administration]]
 [[fr:Cohortes]]
 [[de:Globale Gruppen]]
+[[es:Cohortes]]
+[[ja:コーホート]]

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