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<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 are site-wide or category-wide groups. Cohorts 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: (''Settings > Users > Enrolment Methods'').
Cohorts can be created by site administrators and other users with appropriate permissions.


* Access ''Administration > Site administration > Users > Accounts > Cohorts''
[[File:Createcohort1.png|thumb|center|400px]]
* 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.
*Cohorts are visible to teachers by default but unchecking the 'Visible' link will mean they are not available for teachers to use in their courses.
*Complete the details and save the changes.
* Follow the assign link opposite the cohort name in the list of available cohorts.
[[File:cohortscreen.png|thumb|center|600px]]
* 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''.


[[File:Cohortsync.png]]
==Creating cohorts in bulk==


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 with a csv file upload to the system or to a named category from ''Site administration>Users>Accounts>Cohorts>Upload cohorts''. More detailed information can be found on the [[Upload_cohorts|Upload cohorts]] page. 
#Category managers can upload csv files to create cohorts from the Cohorts link in the Administration block of their category.
#An example file is below. The 'Students 2014-15' cohort will be created in the system and the 'History' cohort will be created in the (already existing) Humanities category:


Visiting the Course administration > Users > Enrolled Users page will show users enrolled via the ''Cohort-Sync'' plugin.  
[[File:cohortupload.png|center|thumb|600px]]


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.
==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


The required capabilities for setting up a cohort sync are:
==Uploading users to a cohort==
* 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:
An administrator can [[Upload users|upload users]] via CSV file to existing cohorts as follows:
* the same as cohort sync (note: this is a bug MDL-28431)
#Access ''Administration > Site administration > Users > Accounts > Upload users''
* enrol/manual:enrol in course context
#Upload a text file with the following format:
* moodle/course:enrolreview in course context


==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: If the users already exist on the system, then you only need their username with the chosen cohort in your csv file.''
[[File:Createcohort.png]]
 
* Click the Add button
It is also possible to create the cohort at the same time as the users are uploaded to the system.
*'''NOTE''' In the dropdown you can choose between making your cohort available throughout the site "system" or in a named category.
username,password, firstname,lastname,email,cohort1
*Complete the details and save the changes.
jackbrown,Pass5678,Jack,Brown,jbrown@example.com,London Contingent
* Follow the assign link opposite the cohort name in the list of available cohorts.
In the above example, the cohort named London Contingent will be created upon upload of the csv file.
[[File:Assigncohort.png]]
 
* Select potential users from the list then click the Add button.
==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.
 
An All Cohorts screen accessed from ''Site administration>Users>Accounts>Cohorts'' allows an administrator to view and search through system and category cohorts.
 
[[File:AllCohortsscreen.png|thumb|center|600px]]
 
==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 ''Administration>Category (name)>Cohorts''


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


==Uploading cohorts via CSV==
*[[Capabilities/moodle/cohort:assign|Add and remove cohort members]]
*This feature is planned to be included in 2.2. See the tracker here: [[http://tracker.moodle.org/browse/MDL-26965]]
*[[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==
==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/upload|Upload cohorts]]
*[http://youtu.be/FQ6RjeU3ybQ?list=PLxcO_MFWQBDdJmqW4tD5qXJ6pPXWTP7GL Cohorts 2.8 screencast] from Moodle HQ
*MDL-34189 Make category cohorts visible site-wide for site administrators
*[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]]
[[fr:Cohortes]]
[[de:Globale Gruppen]]
[[de:Globale Gruppen]]
[[es:Cohortes]]
[[ja:コーホート]]

Latest revision as of 14:03, 20 April 2015

Cohorts are site-wide or category-wide groups. Cohorts 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
Createcohort1.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.
  • Cohorts are visible to teachers by default but unchecking the 'Visible' link will mean they are not available for teachers to use in their courses.
  • Complete the details and save the changes.
  • Follow the assign link opposite the cohort name in the list of available cohorts.
cohortscreen.png
  • 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.

Creating cohorts in bulk

  1. Cohorts can be created with a csv file upload to the system or to a named category from Site administration>Users>Accounts>Cohorts>Upload cohorts. More detailed information can be found on the Upload cohorts page.
  2. Category managers can upload csv files to create cohorts from the Cohorts link in the Administration block of their category.
  3. An example file is below. The 'Students 2014-15' cohort will be created in the system and the 'History' cohort will be created in the (already existing) Humanities category:
cohortupload.png

Adding users to a cohort in bulk

  1. Access Administration > Site administration > Users > Accounts > Bulk user actions
  2. Find users by setting an appropriate filter
  3. Add users from the available list to the selected list
  4. 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:

  1. Access Administration > Site administration > Users > Accounts > Upload users
  2. 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: If the users already exist on the system, then you only need their username with the chosen cohort in your csv file.

It is also possible to create the cohort at the same time as the users are uploaded to the system.

username,password, firstname,lastname,email,cohort1
jackbrown,Pass5678,Jack,Brown,jbrown@example.com,London Contingent

In the above example, the cohort named London Contingent will be created upon upload of the 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.

An All Cohorts screen accessed from Site administration>Users>Accounts>Cohorts allows an administrator to view and search through system and category cohorts.

AllCohortsscreen.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 Administration>Category (name)>Cohorts

Cohort capabilities

See also