Instructor Quick Start Guide

1) Curriculum Creation

The creation of dynamic curriculum is the crux of the LMS. The following steps outline basic course and module creation.

Creating a New Course
(Launch Video)

1. Log in to the website following the steps previously outlined in the student access guide
2. Access the Instructor Resources section by either following the link from your home page labeled Curriculum Development or look to the left-hand navigation and follow the link labeled Instr. Resources
3. The Instructor Resources area is split into four sections Module Management, User Management, Statistics Tools, and Module Tools. For this guide, look for the section labeled Module Management.
4. Module Management is itself split into three sections the Course Directory, Module Directory and Module Review Submission.
5. To begin creating a curriculum one must first create a course. Courses are used to categorize module content within the learning management system. A course is the container within which modules reside. Courses themselves are mostly empty shells, it is the modules that contain the course materials and do the "heavy lifting" for the LMS. To create a course click the Create New Course link located under the Course Directory option.
6. On the course creation page fill out the form with the relevant information. Courses are indexed within the LMS by their name and parent program.
7. The department responsible for the course is inherited by all the modules contained within it.
8. If there are modules that already exist within the system that are relevant to the course they may be included now. This ability to include previously authored modules within your course leads to the many-to-many course to module relationship contained with the system.
9. Including a module will not automatically give you access to it. If you do not already have access, please take the time to contact the module's author before including it within your course.
10. The last option during course creation is labeled Page Content. The information provided here will be displayed on the course summary page along with a list of the modules contained within the course.
11. Once a course has been created, modules must be added to the system.

Submitting a New Module
(Launch Video)

Part two of curriculum creation is module submission.

1. Log in to the website and proceed to the Instructor Resources area following the initial steps previously outlined in Creating a New Course
2. Within the Instructor Resources area, under Module Management, proceed to the Module Directory sub-section and follow the link labeled Submit a New Module
3. The Curriculum Module Template provided serves to standardize the learning objects contained within the LMS.  The form provides the depth required to inform new students as to the expected outcomes and requirements a module may have.
4. The information provided will be displayed on the Module Summary page. This page serves as a landing point for those who are not enrolled within the module or to those seeking details on a module's outcomes and requirements. The module properties displayed on the summary page consist of the following:
   1. The Module Title
   2. The course(s) that the module belongs to
   3. Description
   4. Learning Objectives
   5. Target Audience
   6. Teaching Format
   7. Learning Format
   8. Materials & Resources
   9. Evaluation
   10. Schedule / Location
   11. Module Directors
   12. Module Instructors
   13. Module Authors
5. In addition to the above properties, modules may be tagged with a cost. Payment options and collection are at the sole discretion of the module author.
6. Access and enrollment rules may also be set at this time. These rules govern how students will gain access to the  module content.
7. Upon completion of the form simply click the Save button at the bottom of the page. After the module has been submitted you will be taken to its home page where you may begin adding content.
8. Newly submitted modules are only accessible by its instructors and system administrators and are classified as In Development
9. To load the Curriculum Module Template for a previously submitted module, proceed to the Instructor Resources area and access the Module Directory listing. From this page you will be provided with the option to edit the template values via the Edit Properties link listed beneath each module title.

2) Content Creation & Editing

Module content creation is done from within the context of the individual module. To edit a module's content you must have a status that grants editing rights. These include the owner, director, or instructors of the module, a module administrator, or a global site administrator.

Content Creation
(Launch Video)

1. Log in to the website and access the relevant module following the steps previously outlined.
2. When one has editing rights to a module an additional link will appear in the left-hand navigation labeled Manage Module. Follow this link to access the module's management area.
3. The module management area is split into four sections: Module Development Tools, Evaluation Tools, Administrative Tools, and Instructor Resources. For this guide, look for the section labeled Module Development Tools. Under this heading look for the item titled Content. To create a content page follow the link labeled Create Content to load the module content editor.
4. The module content editor page is split into four tabs Content, Properties, Glossary Terms, and Preview. Each tab will be visited in turn during this guide.
5. Editor tab one Content, is the default view for the content editor. Here is where you will define the page name, text and or multi media assets that will comprise the page.
6. Fill out the title for your page in the area provided.  Titles should be alpha-numeric in nature and can contain up to 100 characters.
7. Authoring content is done in the WYSIWYG (what you see is what you get) editor that appears below the title area under the heading Page Content. Begin by typing your content into the editor. If you have previously composed your content in an HTML or plain text file you may upload it directly into the content editor pane using the upload function found at the bottom of the editor.
8. Beyond basic text editing the editor provides the functionality to embed web-based media assets such as images, Flash, sound and video. To embed these assets into your content page one must use the module's File Manager which acts a repository for all extra materials a module may need.
9. Open the File Manager by clicking the link labeled Open File Manager located directly beneath the Page Content heading. The File Manager will appear in a separate pop-up window. Please disable any pop-up blockers from the cesei.org or development domain before proceeding.
10. To upload items into the File Manager use the browse and upload option provided. Folders may be created to help organize your content and are done so using the Create Folder text area and button. To access a folder and its contents click on its name in the file listing (folders are marked with an appropriate icon)
11. To insert a file into your content page, navigate to it within the File Manager and click on the button labeled Insert, found in the Action column. Files will be inserted at the location of the cursor within the WYSIWYG editor. Know files types such as web ready images and Flash files will be automatically rendered into the content page. Files that are unknown to the system and are not web friendly will be rendered as a link to download the file.
12. Links to other module pages can also be automatically added to your content pages. To do so reference the drop down menu of module pages located just above the content editor, select a page, and click the button labeled Add Module Link.
13. If your content page contains any terms for your module's glossary, they may be added at this time as well. To do so, simply highlight the term in your content page and click the button labeled Add Glossary Term. This will mark the word with a special [?]code[/?] that the system will recognize as a glossary entry.
14. Once your page has been authored, proceed to the second tab labeled Properties. Here you will be able to set variables such as the Release Date, Keywords (used during a search), and it location relevant to other pages within the module.
15. After Properties proceed to the Glossary tab. Any terms you have defined within your content page will appear here. Provide the definitions in the appropriate space provided. If the term is related to another glossary item you may mark it as such using the Related Term drop down.
16. The final tab, Preview, provides one with an ability to see the content page before it is made public. While the WYSIWYG editor will try to mimic final content there are sometimes minor inaccuracies. It is recommended to preview your pages before saving.
17. Once you are satisfied with your new content page, click the button labeled Save located beneath the editor tabs.

Content Editing
(Launch Video)

Content editing is performed using the exact same mechanism as content creation. Outlined below are the steps used to select a page for editing, which may be done in one of two ways.

1. Log in to the website, access the relevant module following the steps previously outlined and navigate to the Manage Module area.
2. As outlined in the content creation guide, locate the section labeled Module Development Tools and under this heading look for the item titled Content. Instead of following the link labeled Create Content, click the Content title link to load a list of module content pages.
3. To edit a page, first select it from the content page list. At the bottom of the list there will be a series of actions one may take. To load the editor click the button labeled Edit, this will load the content editor with the information contained in the selected page. Proceed to edit the page as outlined in the steps for content editing.

Pages may also be access directly for editing while viewing them within the module. To do so, look to the left-hand navigation while viewing a content page. If you have editing rights within the module a menu item labeled Content Tools will appear above the Manage Module link and below the module's course designation and number.  From this menu simply select the Edit This Page option to load the content editor.

3) Module Approval and Peer Review

The final stage of a module's development process is to undergo a review by its author's peers. Peer reviewing material before it is released as an educational tool is important in maintaining the quality and integrity of the knowledge kept within the LMS.

Module Approval
(Launch Video)

1. Log in to the website and proceed to the Instructor Resources area following the initial steps previously outlined in Creating a New Course
2. Within the Instructor Resources area, under Module Management, proceed to the Review Submission sub-section and follow the link to the Review Submission page.
3. Please Note: The review process may only be initiated by a module's owner. Module ownership is determined by module submission, i.e. the user that submits a module to the LMS is considered its owner. Once submitted to the system, module ownership may only be changed by a site administrator.
4. The Review Submission page provides instructors with a list of modules under their direct ownership. The page lists modules by three categories: Modules in Development, Modules Under Review, and Approved Modules.
5. To submit a module for review, locate it within the Modules in Development list and click the link titled Submit this module for review. Doing so will begin the review process by triggering two key events.
   1. The module's status with the system will now change from In Development to Under Review
   2. The Education Committee will receive notification via email that a new module has entered the review process and requires their attention.
6. The review process itself comprises several stages. Each stage receives a date stamp to for record keeping purposes and to encourage a timely execution of the review process. The first stage of the process marks a module as Submitted.
7. While a module is in the Submitted state no further action is required by the author. The Education Committee's task is now to review the subject matter of the module and to assign reviewers who have expertise in the relevant field.
8. Please Note: The Education Committee actions in the review process will not be covered in this guide. Please refer to the administrative guides when they become available for further details.
9. Once reviewers have been assigned to a module its status within the review process is considered to be Under Review. While a module is actively under review two links will appear beneath it on the Review Submission listing:
   1. Read and comment on reviews
   2. Submit this module for approval
10. The link labeled Read and comment on reviews provides an area for anonymous communications between the module owner and each reviewer. This review form  is split into five sections, each with an area for commenting by both parties.
    1. Outline
    2. Content
    3. Evaluation
    4. Overall
    5. Use of Simulators
11. When either party, the owner or reviewer, updates the review form the other is notified via email of the change. Email is sent anonymously via the system, and at no point is the reviewer or module owner's identity revealed during this process.
12. After consideration of the reviewer's comments and recommendations the author may to refer back to the Review Submission listing page and submit their module for approval by the Education Committee. At this stage a module is considered to be Awaiting Approval
13. After submitting the module for final approval, the Education Committee is notified. Members of the committee review the opinions and comments of both the reviewers and module owner to determine if the module should be made available publicly within the LMS
14. If approved by the Education Committee the module's owner is notified via email and the module is now considered Approved. Should the Education Committee not approve the module, the owner will be notified and provided with additional comments by the Committee as to why final approval was denied. At this stage the module will revert back to being In Development while revisions are made. After such a time the module may be re-submitted and the process would enter a new cycle.
15. Whether a module is approved or denied by the Education Committee, all module reviews may be accessed at any time from the Review Submission page.

Peer Review
(Launch Video)

Any member maintaining active Instructor status with the Educational Portal may be called upon by the Education Committee to peer review a module. If the instructor cannot fulfill the request, they are ask to notify the committee and to please provide the name of a colleague who may act as an alternative.  The steps outlining how to conduct a review are outlined below:

1. Log in to the website following the steps previously outlined.
2. Access the Peer Review section of the LMS by either following the link from your home page labeled Curriculum Peer Review or look to the left-hand navigation and follow the link labeled Peer Review
3. Only those users who have been asked to review a module or are members of the Education Committee will have access to these link.
4. The Peer Review area provides a page entitled My Scheduled Reviews. This page will provide a brief overview of the review process as well as access to complete and in progress reviews.
5. One may enter a module for review by following the link labeled Enter Module located beneath each module in the In Progress list. During the review process follow the link titled Submit / Edit Review to access the review form.
6. Once the review process is complete reviewer access is revoked and one must receive approval from the module's owner or administrator in order to gain access.

4) Approving Enrollment
(Launch Video)

Module enrollment access is controlled by the Enrollment Manager found in the Instructor Resources area of the website. To access the Enrollment Manager please follow the steps outlines below.

1. Log in to the website following the steps previously outlined.
2. Access the Instructor Resources section by either following the link from your home page labeled Curriculum Development or look to the left-hand navigation and follow the link labeled Instr. Resources
3. The Instructor Resources area is split into four sections Module Management, User Management, Statistics Tools, and Module Tools. For this guide, look for the section labeled User Management. Within the User Management section, one will find the Enrollment Manager.
4. The Enrollment Manager is split into seven sections, each mode provides a different way to manipulate module access.
   The first three sections relate to the user-to-module relation:
   1. Many to Many
   2. One to Many
   3. Many to One
   The next three sections provide special use cases:
   4. Pending Enrollments
   5. Graduate Students
   6. Comparative Enrollment
   The last section allows for users to be imported into the system by an instructor:
   7. Import Class List
5. Which mode one selects will be dependant upon the individual needs of  the situation. For this guide, Approving Enrollment, we are responding to an enrollment request made earlier by a student. Follow the link labeled Pending Enrollments.
6. To finalize a pending enrollment request, first select the module to which the request was made. The list of modules will be found under Step 2) Select Module (step 1 was selecting the pending enrollment manager mode). Only those modules that have pending enrollment requests will be listed.
7. Once you have selected the module proceed to Step 3) Select Students, the student list will automatically update when the module is changed.
8. From the list, select the students you wish to enroll in your module. If you are unaware as to the identity of the student, reason for the enrollment request or need to provide payment option information, the student's email address is provided for contact purposes.
9. Once you have selected the appropriate students, click the button labeled Enroll as Students found in Step 4) Submit Changes. An email will be sent to each student notifying them that they now have access to your module.
10. If you wish to remove a student's pending status with your module, follow the same steps outlined above and finalize the procedure by clicking the Remove from Pending List also found in Step 4) Submit Changes.

5) Test Marking & Review
(Launch Video)

Completed tests can be accessed for marking and review from within the Manage Module area by following the steps outlined below.

1. Log in to the website, access the relevant module following the steps previously outlined and navigate to the Manage Module area.
2. From the management page look for the section titled Evaluation Tools.  Within this section one will find the sub-section related to Tests & Evaluations.
3. Follow the link labeled Tests & Evaluations to display the list of tests associated with your module.
4. The test listing page will display basic information about the tests in your module including their status, the dates during which they are open and how many submissions have been received.
5. From the test listing page access test submissions by first selecting the test from the list and then clicking the Submissions button located at the bottom of the list.
6. Tests within the submissions list may be filtered on their marked or unmarked status. By default all submissions for a test are displayed.
7. Tests are listed by the user who has made the submission, the date taken, and its marked or unmarked status. To view or mark a test, select it from the list and click the View & Mark Test button located at the bottom of the list.
8. The system will automatically mark all true/false and multiple choice questions. Multiple answer questions are also marked, however no part marks are given for selecting some of the correct answers; all correct answers must be selected for the system to award a mark. While marking a test an instructor has the ability to override any mark the system has assigned.
9. To assign a mark to an answer simply supply a value in the space provided (directly below the question number). If specified while constructing the question, a marking key will also be displayed that may provide useful feedback while assessing a score.
10. While marking, an instructor has the option to provide some general feedback on the student's performance. The last option on the page, under the heading Overall Comments and above the Save and Cancel buttons, is designated for this purpose.
11. After marking has been completed, simply click the Save button at the bottom of the page to submit the results. If the test has been flagged to be returned to the student after marking it will now become available on their Tests & Evaluations page.

6) Test Statistics and Access Logs

Individual test statistics can be accessed via the Manage Module area within the Tests & Evaluations section. However, for the purposes of this guide, the process outlined below will follow the procedure for accessing this data from the Instructor Resources section of the LMS.

1. Log in to the website following the steps previously outlined and navigate to the Instructor Resources area following the steps outlined in the enrollment approval guide.
2. As previously mentioned the Instructor Resources area is split into four sections, look for the one labeled Statistics Tools.

Test Statistics
(Launch Video)

1. Under Statistics Tools follow the link labeled Test Results (By Course). This will provide access to aggregated test results for modules that share a common course.
2. From the Course Test Results page select the relevant course from the list provided. The approved modules within the course and their tests will also be listed for reference on this page.
3. Once a course has been selected, a listing of modules and available tests will be displayed. Please Note: As the LMS provides a many-to-many course to module relation the instructor may not have access to all modules listed. Colour coding on this page will note this discrepancy.
4. Select the tests you wish results for by clicking on their names within the list. To view a test click on the View Test link provided.
5. Once you have selected the test or tests, click the appropriate button to display the results. Options are available to view results for active students, alumni, or all members of the module; these options are also available on the results page.
6. Test results are organized by student, this view can be toggled to display by test using the List By options located at the top of the page.
7. Test results can be exported in .csv format using the links next to the Download .csv file organized by header located at the top of the page
8. .csv stands for comma separated values and is a plain text formatted data file that can be open by Excel and other spread sheet programs.
9. More detailed results such as individual question performance are available via the Tests & Evaluations section in the Manage Module area within each module.

Access Logs
(Launch Video)

1. Under Statistics Tools look for the sub-section labeled Statistics. Here you will be provided with the options for viewing module access logs.
2. The Statistics sub-section provides the following five options:
   1. Statistics
   2. Content Usage
   3. Member Usage
   4. CSV Data Export
   5. Reset Tracking
3. The main Statistics link provides an overview of traffic though a module over a given month. Module access is broken down into guest and member traffic. To switch the module being viewed simply select it from the list provided and click the button labeled View Statistics.
4. Content Usage provides access statistics for module content pages. Information is listed by content page and includes data such as the total number of visits, the number of unique visits, the average duration spent on a page, and the total duration spent viewing a page.
5. For each page in the Content Usage list there is a link labeled Details. This link will provide further access information broken down by user.
6. Member Usage provides access statistics by module member. To view statistics on this page one must first select the module using the module list provided and the Change Module button. After the desired module has been selected the member list will update with the appropriate information. Select the desired member from the list and click the button labeled View Statistics.
7. Statistics on the Member Usage page are listed by content page and display the number of visits, total duration and the last date the user accessed the page.
8. CSV Data Export enables the export of tracking data out of the system for analysis. Data is exported in .csv format, a plain text, comma delimitated, data file that can be open by Excel and other spread sheet programs.
9. To export data, select the modules and members from the lists provided and click the button labeled Download .csv Stats File
10. CESEI also collects usage data beyond what the module statistics provide.  To include this data in the report, select the option Include CESEI global tracking data in your report and a date range before downloading the .csv file