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Cohorts

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Revision as of 13:04, 20 October 2014 by Mary Cooch (talk | contribs) (cohort creation when uploading users)

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

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.

Assigncohort.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
  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.

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.

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 Administration>Category (name)>Cohorts

Cohort capabilities

See also