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Desire2Learn
ePortfolio
Training Objectives
• Direction of how you plan to use
ePortfolio.
• Understand the configurations for eP:
•
•
•
•
•

DOME
Roles & Permissions
Sharing Groups
Forms
Tag Management

• Understand the application of
Themes.
ePortfolio: The Big Picture
Store
• Artifacts
• Easy capture
• Unlimited

Share
• Dynamic + Fresh
• Internal + External

Feedback
• Tap into collective wisdom
• Exert control
• Be specific

User Focused
DEMONSTRATE
Dashboard
New items

preferences

Updated work

invites
My Items
Artifacts
Foundation of ePortfolio
• ‘Entry point’ for all electronic
documents
• MS Office documents, PDF, images,
media files, etc
• Certified Artifacts: Learning
Environment Quizzes, Dropbox
submissions, Grades, Competency
results

• Date/time stamp
Tagging
Tags
• Key words to describe/identify
items
• Aid in searching and organizing a
user’s ePortfolio

Use tags
• Profusely
• Copiously
• Liberally

• course
codes
• subject
• topic
• status
Presentations
‘Portal’
• Easy access to variety of material
• Product vs process

• All-in-one tool
Store + share + get feedback

• Up to date to the world
• Forms for progress checks

Evolving uses
• Job search, professional/personal
development, presentations,
collaboration, *feedback
• Instructors, students, business, personal
Collections
Keep it together
• Organize and share
ePortfolio items with
Collections
• Simplifies sharing of
items
• ‘Auto-add’ simplicity
based on tags
Reflections
Personal recordings
• Capture success, challenges,
thoughts, etc
• Required or optional
• Can be addictive behavior
• *Powerful under-utilized resource
for learning
• Human mind can only hold onto
so much
e-Portfolio elements and structure
Presentations

Reflections

Collections

Artifacts
Forms
Forms = Fabulous
• Fully customizable forms created
at both organization and course
level
• Completed forms become
artifacts
• More structured format (than
Reflections) to guide user
thinking
Sharing
Sharing
• Who and What
• Who can access (Group or individuals)
• What can they do (View, Comment, Assess, Edit)
• Granular control of sharing

• Sharing Groups
• Simplify sharing with pre-defined groups
• Organization, course, individual
• Forced profiles (Admin)
Feedback – Comments
Running commentary
• Permissions allow others to
attach comments to:
•
•
•
•

Artifacts
Collections
*Reflection
Presentations (Process vs
product)

• *Tap into collective wisdom of
peers
Feedback – Assessment
Rubric
assessment
• Permission allows
others to assess
items with rubrics
• Fully customizable
analytic rubrics that
allow addition of
specific feedback
Import/Export/Push
Provide structure and
templates to users
• Standard Import/Export of all or
some of ePortfolio
• Templates allow creation of predefined structure
• ‘Push’ allows for easy
provisioning of item to other
users (often instructor to
student)
ePortfolio
Project Outline
Project flow
Business
consulting

Technical
consulting

Training

• Define participants
• *Use case discussion (matrix, use case template)
• Introduce technical elements (access, permissions)

• Access
• permission

• 3 elements (Store, Share, Feedback)
• Tips/best practices
Access options (for limited access)

Coursebased
Rolebased

• Single course with eP nav bar link
• All participants enrolled into eP ‘course’
• Pro No new roles required
• Con Some eP elements appear elsewhere
• ConFutureaccess?

• Add additional roles with eP permissions
(e.g. Student – eP)
• Pro ‘Clean’ access
• Con Additional roles required
Step 1: Dome Settings for ePortfolio
Roles and Permissions
Permissions tools

ROLES

USERS

ePortfolio:
• Upload files
• Manage forms

•
•
•
•

Student
Teaching Assistant
Instructor
Administrator*
cascading

• Dave M.
Roles & Permissions: Objectives
1) Program-directed approach:

2) Self-directed approach:
Competencies configurations
Permissions for tag managment
Roles and permissions: certified
artifacts
Organization

Course Offering
Managing Tag vocabulary

Black list
Create Form at the organization level
Create Sharing group at organization
Managing themes for presentations
Production
Database

REPORT:

tools
sessions
users
Final grades

Datasets

users

Rendering
parameters

Data
Warehouse

Last login
Is Deleted
Is Active
Role

Creation date
ePortfolio
Best Practices
A variety of best practices
Overview
1.
2.
3.
4.
5.
6.

Limited access
Instructor champions
Sharing groups
Templates/Push
eP course and/or eP presentation
ePortfolio presentation contests
Limited access
Start simple to not
overwhelm
• Limited roll-out
• Limited functionality
• Limit presentation themes
• Release additional
functionality on staggered
basis
Instructor champions
Boost buy-in by both
instructors and students
• Identify one ‘ePortfolio champion’
from each department/group
Sharing Groups
Make sharing as easy as
possible
• Course-level sharing groups
• Org-level sharing
• Automatic sharing
• Course: Simplest sharing for
students, or tag-based sharing
(e.g. julieshare)

• Naming convention
• Who + What
Templates/Push
Provide structure/
scaffolding
• Instructor creates
templates and push
to all students
• Admin creates
PD/accreditation
templates and push
to instructors
ePortfolio course or presentation
Provide resources to all
users
• course in ePortfolio
Components:
• Samples of existing work
(i.e. instructor
presentations samples)
• Branded help
docs/videos
• Templates for download
or push
• Links to ePortfolio
resources on Web
• Discussions/Quiz /blog
(LMS)
ePortfolio presentation contests
Boost usage/creative with contests
Questions & Comments

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E portfolio overview administrators

Notes de l'éditeur

  1. Prep work:Have the organization’s logo saved in your files, so you can upload it during the theme ‘management’Have students’ ePsamles open in advance-------Good day all. We will begin by looking at the Agenda for today’s kick off training and see how they will translate into our objectives over the next three hours.
  2. Was there anything else you would want to add to this.
  3. Desire2Learn ePortfolio is a user-focused (clickppt)online portfolio tool that empowers users to take an active role in their learning. Users upload, organize, reflect on, revise, and present digital learning artifacts that demonstrate their learning and achievements. ePortfolio empowers users to showcase successes in all areas of their studies, rather than restricting them to work from a particular course, institution, or period of time. It also encourages open assessment practices by allowing users to reflect on their work, update submissions over time and seek feedback from peers, mentors, and members of the community through both comments and rubric evaluations.At the same time, ePortfolio is fully integrated with the Desire2Learn Learning Suite, allowing institutions to use it for course assignments and accreditation tracking. The ability to submit portfolio items to dropbox folders in the Desire2Learn Learning Environment allows ePortfolio to utilize formal assessment tools, such as Grades and Competencies.ePortfolio uses the same Learning Platform as Learning Environment for setting DOME variable configurations, and user roles and permissions. This allows your organization to control and tailor the functionality available to your unique user roles.Some tool functionality in ePortfolio, such as forms, rubrics, sharing groups, and presentation themes, may be shared or controlled at the organization level. These options help you brand, monitor, and support user content. We will be getting into this in a bit more detail, but first
  4. I am going to demonstrate my own eporfolio:And demonstrate one for a student(FROM ACADEMY SITE):-link will always take you to your personal eP (whether from the home page or the course page) -when you first come into the ep, you are brough to your dashboardSo with mine, I might consider using a ep to:Build my resumeHouse templates I will push to my studnetsSo with bill Baggins, a student in my course, you are likely to see:Presentation of writing he has collectedSo now that we see some of the finished products, let’s take a look at how we can achieve some of these presentations. Now I am going to be jumping back and fort between the eP and this deck.So we are first going to Access ePortfolio by Clicking ePortfolio on the navbar or in the My Settings widget. The first view you see is that of the dashboard.
  5. The Dashboard (click ptt) is the main landing page and the central area for managing your ePortfolio preferences in the settings link in the top right of your dahsboard(click ppt).The News feed (click ppt) lets you review changes to portfolio items you've recently worked on and items from your peers. This would include anything that has been recently edited, commented on, or assessed. If you comment, edit, or assess another user's item, that item is also tracked in the newsfeed and you can see contributions others are making.Filters at the top of the newsfeed enable you to view by ownership (yours versus others' items), items you've subscribed to, and items from contacts in the Pager tool in the friend’s listYou can also quickly add new items (click ppt) to your ePortfolio from the Dashboard..The Unread Invites (click ppt) widget displays your recent invites, including the author of the invite, the message content, and the associated portfolio item….when you have read them, they will disappear.RSS feeds (click ppt) allow you to receive external notifications when changes occur in your portfolio. Feedback RSS  Notifies you when edits, comments, or assessments are made to one of your portfolio).to to use the RSS feeds you must subscribe to an external RSS reader. There are many free RSS readers, such as Outlook, Live Bookmarks and Google Reader, available on the internet.To return to your Dashboard from another ePortfolio page, click ePortfolio from the tool navigation.-------------------
  6. My Items (click ppt), is the second link on the dashboard, and displays all your artifacts, reflections, presentations, collections, and learning objectives into a single view, enabling you to filter by type (click ppt), and search (click ppt) your content from one location. From the My Items page you can:Add ePortfolio content by clicking the New or Upload buttons on the left.Under the More aactions tab’ (click ppt) you will Bulk add items to a presentation or collection or bulk associate items with learning objectives, delete items, and go to the import/export page. Your ePortfolio items display in a list that you can sort (click ppt) by name or date modified, ascending or descending. Filters at the top of the list enable you to search and manage specific sets of content; you can filter by item type or sharing status. Once you share items with others and they provide comments or rubric assessments, icons (click ppt) that represent this activity appear on the right.Clicking (click ppt) on the sharing group icon or individual icon opens an item's Sharing Settings dialog’ . From here you can modify who can access your item. Clicking on the feedback icon opens an item's View page where you can review comments and rubric assessments from others.
  7. Now that we’ve had an overview, let’s review some terms in a bit more detail.You can upload or create artifacts on any number of topics and at any stage of completion. An artifact may be a document, graphic, audio file, video file, presentation, or other form of digital media .You may upload files from a personal computer or storage device;; link to a website; create an HTML file; fill out a form created by your institution; or record an audio file directly within ePortfolio.()you can allow users to import items from your course as learning artifacts in their portfolios. You can allow learning artifacts to be imported from the following tools:QuizzesDropboxGradesCompetenciesLearning Environment artifacts differ from other artifacts because they cannot be modified. They are certified artifacts that record a submission or achievement at a specific point in time. Learning Environment artifacts are not updated when items are changed in a course and users can only change their name, description, and tags. Users cannot modify the actual content.Note  If a user imports quiz or dropbox folder results into their ePortfolio, learning objectives associated with the quiz or dropbox folder automatically import into the user's ePortfolio with an association to their corresponding artifact.
  8. Tags are keywords or descriptive labels that you add to items to help categorize them. For example, you can tag items with (click ppt) course codes, subjects, topics, purpose, or status. You can search both your own ePortfolio and others’ shared items by tags.
  9. Presentations let you compile portfolio items in a web project to showcase your achievements. Your presentations may have multiple pages and use different themes and layouts. Presentations provide a polished, professional medium to demonstrate your learning and accomplishments.UsersInstructors template for student work Professional development Policy and Guideline training Promote academic programsStudentsShare progress and present project to group (Especially for distance learning)Share details of college/uni life (Great single page for students to share their life with family, friends, etc)Athletics and clubsJob Search – showcase skill development
  10. Creating collectionscollections are groups of artifacts, reflections, presentations, and learning objectives. They are like folders, except an item can belong to multiple collections at the same time. For example, you may add a short story you wrote to a collection called “Fiction” as well as a collection called “Creative Writing 101” and there will only be one copy of the story (artifact).*Examples Student organizing files for group assignment or organizing all materials for a classInstructor making files available to class for project
  11. Reflections may be independent ePortfolio items or associated with artifacts, learning objectives, collections, or presentations. Associating reflections with other items helps other users see the relationship between the items and makes it easier to revisit your goals and assumptions later.Reflections are only visible to other users if you share them, associate them with an item, or add them to a collection or presentation.*When you share a reflection that is associated with an item, users can only view the name of the associated item unless that item is also shared with them.*Sharing an item associated with a reflection allows users to view the reflection as part of the item.*If you include a reflection in a collection or presentation, it inherits the permissions of that collection or presentation.ExamplesInstructor capturing thoughts/interests at beginning of courseCapturing progress/challenges part way through*Student capturing personal goals, timelines, ideas to plan/PD*Everyone capturing personal/professional progress, self reflection/ journaling (*Invaluable)
  12. The ability to organize your items is a big advantage of the system. Once you have you create artifacts (which as we’ve mentioned can be anything from documents, to graphics, audio files, video file, other, digital media, links to websites; HTML files; certified artifacts from within the LE a) you are going to want to group them together in collections. (click ppt) An artifact can belong to multiple collections. (click ppt)An import aspect of student learning, as we know, is having our students reflect on their studies and progress. (click ppt) Reflections become items of ePortfolio, which can then be associated with both individual items and collections.(cickppt) And finally, all of these can be brought together to make presentations. (click ppt) The presentation is what we want to eventually share with our end user. So let’s break this down in a bit more detail. (next slide) and we can have multiple presentations in any eportfolio.
  13. Forms are pages created by an institution, department, or instructor that collect information from users. When you create a form you specify what fields it includes, what type of information each field collects, and whether a field is required. When users fill out a form it becomes an artifact in their ePortfolio which they can share, edit, and add to collections, presentations, and learning objectives. Users can repurpose a form andfill itout multiple times. Each time this occurs it would be saved as an individual item in ePortfolio. They can allow others to comment on or evaluate their entries. Because forms are structured, they provide scaffolding and guidance.Forms are unique because they arecreated in Learning Environment, not in the ePortfolio tool. Organization-wide forms are created in the ePortfolio area of the Admin Tools widget. Course forms are created from the Course Administration area for a specific course.Note Forms are not course specific. When you share a form with individuals in your course they can use it in other courses and repurpose it as desired.ExamplesInstructor Create a form for users working on long-term research projects. Include fields such as: Project Name, Description, Timeline, Requirements, and Project Plan. Require users to submit the form to the dropbox folder for a course on Long-term Research Projects. Another Example: Create a form that allows co-op students to record their placement experience.
  14. A word about sharing:1) Sharing permissions control who can view, edit, add comments to, or add assessments for your ePortfolio items (artifacts, collections, presentations, or reflections). We’ll be setting up these permissions in a little bit. 2)Sharing groups let you save permissions for a group of users. You can then apply the sharing group to new items rather than specifying the group's permissions each time. You can have multiple sharing groups that you apply in different situations or to different types of items.Setting up org unit sharing groupsAdministrators s can set up sharing groups at the organization, department, or course level and share them with users. -Org unit sharing groups may be optional (users may choose to apply them to specific items) or automatic (users have to use them). Automatic sharing groups may be visible (appear in the Sharing Groups area) or hidden (users don't see the group).-Course level org unit sharing groups are set up by the instructor and shared with users in a course.Example:Your organization uses ePortfolio to track and measure employee career development and learning. You create an organization-wide sharing group that shares everyone’s portfolio items with management and the Human Resources department. You let employees know that their portfolio items are shared and that they should only use ePortfolio to showcase their successes and learning.
  15. Allowing comments and rubric assessments on your contentEnabling comments on an artifact, collection, reflection, presentation, or learning objective allows users who are viewing the item to leave feedback. Use this feature to collaborate with peers so they may congratulate you on your work, provide constructive criticism, or point out additional resources.Leaave comments, assessments and edits in ePortfolio (click ppt)You must have the appropriate permissions to leave comments, assessments, or annotations on an item in a user's ePortfolio. You can receive permissions to comment on, assess, or edit a user's work in one of two ways:The user gives you the appropriate permissions.You set up a forced sharing group for users in a particular course that gives you the appropriate permissions.Encouraging users to give you permission to comment on and assess portfolio items that relate to course work is an excellent way to provide users with informal, intermittent feedback.ExamplesStudents providing feedback to fellow students (*Non-linear learning)Instructor Soliciting feedback from colleagues on projectCourse designers sharing feedback and course progress
  16. Enabling assessments for an artifact, collection, reflection, presentation, or learning objective allows users with the appropriate permissions to evaluate the item using a rubric. You must select which rubric you want users to evaluate your work against from the list of rubrics provided by your organization.When others comment and assess an item in your portfolio, their feedback becomes a part of the item. You can see it below the item's details when viewing the item, or through the feeds and widgets on your ePortfolio dashboard.Rubrics must be available at the course, department, or organization level to enable users to attach them to ePortfolio items for assessment. Create rubrics using the Rubrics tool.An ePortfolio user who has permission to assess an item can assess the item using any of the rubrics attached to the item by its owner.ExamplesStudents providing feedback to fellow students (*Non-linear learning)Instructor Soliciting feedback from colleagues on projectCourse designers sharing feedback and course progress Set your preferences so comments or assessments are enabled
  17. Importing and exporting ePortfolio itemsThe Import/Export tool enables you to import and export ePortfolio items for use in other ePortfolios. When you export an item, you also export the item's description, tags, and settings. You do not export information about the user who created the item, users who left comments on the item, or assessments for the item. When you import an item, the system assumes that the item was created by the user whose ePortfolio the item is imported to.With the exception of HTML presentations, you cannot export items for offline viewing. Exported items can only be imported into another Desire2Learn ePortfolio or systems that support the Desire2Learn ePortfolio XML format.ExamplesInstructors Export pre-fab collections, template presentations (so students don’t have to build from scratch)Push can happen to from instructors ePortfolios to both sharing groups and org units (i.e. course offerings)
  18. That was eP in a nutshell, are there any questions at this point?Let’s look at the project outline…
  19. 1) So at this point, I do really want to develop a sense of how you have used ‘portfolios’ if you have.-What product/platform?-did everyone in the organization have access to it?2) Have you given thought to how you plan to use eP going forward? And who will be using it? i.e. what programs? Student Groups? Faculty Uses.consider it 'a mini website'Ex: Faculty tenure and promotion (i.e. use standardized format, electronic, shared easily with 'the' group who is supposed to use it, can bring in samples of student work,All Staff Use it for annual review (to document what you have been involved with over the year/monthly reports etcHow many users? And Do you plan to restrict usage?This is important to consider, as how you set it up/in terms of configurations, will depend on the number of users who will have access to it (i.e. will you limit it to a pilot group or have it available to all users)-if we do restrict it , we need to a) determine the role permissions ad b) determine how it is delpoyed
  20. How to limit it:- In course based limitations, we would remove the portfolio link from homepage, and just have the link to ep on the navbar of the courses that are going to be part of the pilot (And make sure it is not available from 'account settings‘)Problem: though if you had someone in the 'program', but not actually taking any of the 'education courses' yet. How soon after the course is over, do you stop having it available to the student.
  21. Many of the settings are configured properly to start:-AllowAssessmentDefault-AllowCommentDefault-AllowCompetenciesArtifacts-AllowDropboxArtifacts-AllowExportForDropboxDefault-AllowExportForQuizDefault* You will often see this turned off….-allow gradesArtifacts**The main question comes to whether or not you will “allow quiz artifacts”:if on, the quiz can be shared to the ep as an artifact, which then could be shared out from ep to students who haven't take it. Therefore some institutions do decide to 'turn it off‘.-Then the following are set to a acceptable default:-AuthenticatedPresentations-CreateCompetencyArtifacts-CreateGradesArtifacts-DashboardDateRange**Again, a decision will be made on whether or not to “disable external users”: invites people to your portfolio, which almost creates a mini account for the invitee, and then they are able to comment on the ep (keep in mind this is a double negative)???...so when the value is off, it actually means that external users are allowed.-The variable: ExternalInviteExpiry”, may ned to be lengthened so they have longer before their invite expires-MaxStorage space: it really depends how much you will use it for. When deciding this, you will want to ask yourself what kind of file your students are going to be uploading. (i.e. if they are using videos, will they be using a video streaming server )-also a good time to talk to users to talk about file compressions-so good time to have faculty discuss what they need This is set in KB, so 1,000 bit. =1 kilobit 1000kb makes 1 mb.1000 mb makes 1 gb.1000gb makes 1 tb-Show profile info externally: could have a lot of personal info. Being shared out.-How my settingseporfoliolink: turn to 0 if you do not want the student to see the ep link on the settings widget
  22. As you know, the Roles and Permissions tool sets what functionality is available to different users at different levels in the organization. Permissions (click ppt ) correspond to tools in Learning Environment and Desire2Learn products; for example, the ability to upload files in ePortfolio, or the ability to manage forms for ePortfolio. (click ppt) You assign permissions to roles which have been created in your organization, (click ppt) and then you assign roles to users for specific org (click ppt) units. When a user accesses an org unit, they have access to the features set up for their role in that org unit.The Roles and Permissions tool allows you to:Create, define, change, delete, and copy user roles.Set user permissions around roles.Import and export permissions.Roles and Permissions termsOrg Units  Org units define the structure of an institution. By default, Learning Environment contains org unit types for course offerings, course templates, departments, semesters, and the organization. You can define custom types to match your institution’s structure, such as consortium, college, community of practice, cohort, etc.1) Let’s look at the Students permissions:You’ll notice that a lot of permissions are at the organization level, as eP is an org wide tool.I’ll start by selecting all at the organization level, for the student, and talk about what I would recommend turning off.No - to delete comments and assessments left on my PresentationsNo-delete comments and assessments left on my artifactsNo – delete comments and assessments left on my collectionsNo – delete comments left on my reflections---create quiz artifacts: yes/noNote the difference between:1) “make ePortfolio content available for public access” – which means they can share presentations with the general public through a URL , and the public only can view the item in question2) Where as "make eP content available to external users", allows feedback to be given by 3rd parties…the person who receives the invite creates an account to do this.-A word about themes: Themes are the styles that are applied to a presentation to set its general appearance , the colours, the logos etc. Do you want your students managing themes. Typically these are managed by the instructors or administrators, so we often see the following permissions turned off:-manage themes=off-see hidden themes-set default themeRemember a sharing group: Sharing groups let you save permissions for a group of users. You can then apply the sharing group to new items rather than specifying the group's permissions each time. You can have multiple sharing groups that you apply in different situations or to different types of items.For a student, we typically turn off the following permissions;-manage org unit sharinggroups (off at both org and course level)-share org unit sharing groups (off at both org and course level)-’force org unit sharing groups’ - which forces users to us an org unit sharing group. (off at both org and course level)-add individuals to org unit sharing groups (off at both org and course level)-we also turn off ‘manage forms and share forms (off at both org and course level)-and turn off ‘import items into another user’s ePortfolio’ …. These allows individuals to push items into another user's ePortfolio-turn off ‘export another users’ ePortfolio: which allows The Export option while viewing an item shared with you (if the user has given you Edit permissions on the item)-and typically students would not be able to make their ePortfolio available to the administrator roles. (off at both org and course level)We didn’t talk about the learning objectives, so let’s look at another slide to consider what you would like to configure for this: 
  23. Administering learning objectives for ePortfolioePortfolio supports two configurations for facilitating learning objectives: a program-directed approach and an independent, self-directed approach.1.In a program-directed approach, instructors and program administrators can push learning objectives (with associated items) into learner ePortfolios from the organization, department, or course offering level. Within this set up, learners can:-share learning objective items with others to generate feedback-associate learning objective items with artifacts, reflections, collections, and presentations that demonstrate their learning-display learning objectives in presentations-create public learning objective-based presentations to seek feedback from those external to the organization-delete learning objectives that no longer align with their learning plan2. The self-directed approach enables users to select learning objectives from Learning Environment to import as items in their ePortfolio. This model empowers learners to define their own learning plans in addition to the actions listed above.Configuring permissionsThe following role permissions affect the way learning objectives behave for users in ePortfolio: (click ppt)Import Learning Objectives from the Competencies Tool  Allows users to import learning objectives into their ePortfolio from the org units they are enrolled in.Manage Learning Objectives  Allows users to edit, share, associate, and delete learning objective items in their ePortfolio.See Competencies  If users have permission to import learning objectives into ePortfolio, See Competencies allows those users to browse and import learning objectives from an org unit at which they do not have the Manage Competencies permission. Users can only see "Approved" competency structures from the org units in which they are enrolled.Manage Competencies  Allows users to provision competencies and learning objectives for the org or org units in which they are enrolled. Users with Manage Competencies can also import competencies as learning objectives in ePortfolio without having to select "Make competency and its children visible to users".So if you are going the ‘program – directed approach’ (click ppt), you will allow students to ‘manage their learning objective’s. where as, if you are going the ‘self-directed approach’ , you will allow students’ to do all but manage competencies’
  24. depending on the org level at which you have the Manage Competencies role permission, you can set up competency structures at the organization, department, or course offering level and make those structures available for ePortfolio.Ensure the following settings in the Competencies tool are configured to make competency structures available for use in ePortfolio.Note  If Independent Learning Objectives is selected on the Settings page in the Competencies tool, orphan learning objectives are available by default to users enrolled in the org unit they exist within.Make competency structures available for ePortfolioOn the Settings (click ppt) page in the Competencies tool, in the Display to User section, ensure the following check boxes are selected: Learning Objectives Required to make learning objectives available for ePortfolioCompetencies Required if you want to make competencies available for use as learning objectives in ePortfolioIndependent Learning Objectives Required if you want to make orphan learning objectives available for ePortfolioOn the Competencies List page (click ppt), click on the competency structure you want to make available for ePortfolio.Set the Status of the parent competency to "Approved". This makes its child learning objectives available for ePortfolio. Note  If your institution has a review process for competency approval, ensure that you follow that process before selecting "Approved".Select Make competency and its children visible to users (click ppt) if you want to make the competency itself available for use as a learning objective in ePortfolio. Note  If you or other users have the Manage Competencies permission, approved competencies appear as learning objectives in ePortfolio regardless of whether you select this setting or not.Click Save.
  25. …we then have to switch tools, and go to the ‘tag management’ tool in Roles and permissions. (next slide)-you’ll notice for students, everything is on except the ability to manage tags…-if we switch the role to ‘instructor’, you’ll see the same thing mirrored, and administrators would have everything turned on.-as for Instructor permissions, I’ll go through the eP permissions, the same way I did with the student. I’ll turn everything on at the org and course level, and talk about the permissions I will turn off.In terms of themes, you may or may not allow your instructors to -manage themes, see hidden themnes, set default themes (often these are turned off at first), and then as time roles on they are enabled for instructors. We’ll be looking at themes again later in this session, which may give you a better idea as to how you want to proceed, but for now how about I keep these off. In terms of all the sharing group permissions, and the form permission ….off t the organization level, bu ton at the course lelvel, except for ‘add individuals to user sharing groups’ which is also on at the org lelel.
  26. Even if permissions are set: the instructor will still need to enable it at the tool level in LE1) allow quiz artifactsSelect the Allow users to add this quiz to their ePortfolio option on the appropriate New Quiz or Edit Quiz page in the Quizzes tool. (note : permission to create quiz artifacts must be on in dome: there is the scare that students will import all quesiton results and share with students who haven’t yet taken the quiz)…..three options:Turn it off in the dome: “allow quiz artifacts”Turn it on in the dome: but for student roles and permissions, turn off ‘create quiz artifacts’.Have the option ‘allow quiz artifacts’ on in the dome, and allow students’ to create quiz artifacts’ but turn off’ dome variable ‘allow export for quiz default’….so instructors have to check it if they want to use it.Allow dropbox artifactsSelect the Allow users to add this folder to their ePortfolio option on the appropriate New Folder or Edit Folder page in the Dropbox tool.Allow grade artifactsSelect the Allow users to add their grades to their ePortfolio option on the Org Unit Display Options page in the Grades Setting area in the Grades tool.Allow competency artifactsSelect the Allow users to add their competencies to their ePortfolio option on the Competency Settings page in the Competencies tool.Questions to date? Well we still have to look at tag management. At the organization level (next slide)
  27. tags are keywords or descriptive labels that users add to items to help categorize them. Users can search for items in their own portfolios and others' shared items using tags.The Tag Management tool allows your organization to control the vocabulary available to users through the tagging functionalityA tag vocabulary is a set of tags that populate the auto-complete option in the tagging tool. It is all the words or phrases that have been used as public tags, or that have been added to the tag vocabulary through the Tag Management tool.Note  Restrict users to the vocabulary you define in the Tag Management tool by turning off the permission Add New Tags. Otherwise, they will see your tags in the auto-complete area and still be able to add additional tags.Access the Tag Management toolClick Tag Management in the Admin Tools widget.Add a word or phrase to your organization's tag vocabularyEnter the word or phrase in the New Tags field and click Add Tag.ter multiple tags at once by separating words using spaces.Use quotes " to create multi-word tags, e.g., “winter project”.Check how many time a tag has been usedOn the Tag Management page, view the Objects column for the tag.Add a tag to your organization's blacklist and remove existing public tagsWords on the blacklist cannot be used for public or private tags.Important  You cannot remove tags from the blacklist via Tag Management. Contact your Desire2Learn Account Manager if you need to review or change vocabulary on your blacklist.Questions? So, time for all of us to access the ePortfolio. I will not be going into details on how to use it today – that is for our training session, but as you will need to decide whether or not to allow your instructors the permission to manage themes, we will look at this now. (next slide)
  28. Access the area for managing organization-wide formsClick Forms in the Admin Tools widget on My Home.Organization-wide forms are shared with all org units and, therefore, all users by default. However, you can use the Make Available To options to restrict who you share organization-wide forms with by selecting specific org units. You can also share forms from departments and other org unit types above a course in your organizational hierarchy. You cannot share forms across org units at the same level in your hierarchy; therefore, you cannot share a form created in a course with another course.ExamplesInstructor Has students complete form capturing what want out of courseStudent Creates progress/check-in forms to ensure on track
  29. Organization level sharing groups are set up by administration staff and shared with all users in an organization, or a specific set of org units from across the organization. Permissions are cascading; groups you create at the organization or department level are shared with all users enrolled in courses (and other child org units) under the organization or department. You c.Go to admin tools:Give the group a Name and Description.Click Show Advanced Sharing Options.Select the Automatically share items with this sharing group check box if you want this group automatically applied to all items that meet the group’s filters. Important  This setting forces all users (regardless of role) in the course to use this sharing group. Use the Role Filter to specify which roles the group should apply to.If you selected the Automatically share items with this sharing group check box, complete the following steps: Select whether you want the sharing group to be visible to users or hidden. Important  If you hide the sharing group, users will not be able to determine which items they are automatically sharing or the permissions other users have.Use the Type Filter options to specify which item types to apply the sharing group to.Use the Tag Filter options to restrict the sharing group to items that use specific tags.Use the Role Filter to specify which roles the sharing group is shared with.Click Save.Click Add Users.Browse for the users you want to add. Use the Search For field to narrow your browsing results. Users with cascading roles must perform a search to display results.Select the permissions you want the selected users to have and click Add.Click Done.You can adjust permissions for individual users or groups of users by clicking the Edit Permissions icon beside their name in the Sharing Group Members list.You must ensure that your course participants enable comments and assessments for their items if you want to use permissions relating to comments and assessments.
  30. Themes are default styles that are applied to a presentation to set its general appearance. They provide consistency and continuity in the presentation. Themes are divided into styles which control one aspect of the design. For example, there are separate styles that control titles, links, dates, and images.You can choose which system themes are available to users, modify the system themes to match your organization, and lock styles within a theme from being edited by users.Access Manage ThemesDo one of the following:1.Click Themes in the Admin Tools widget on My Home.2. On the Settings page in ePortfolio, click Manage Themes from the Item Defaults section.Selecting themesThere are a number of system themes provided with ePortfolio. You can review the list of themes and choose which themes to make available to users and which theme to set as the default theme.Set whether a theme is available to users For example, this dog park theme, might be too young for your users, and so you will :-Click the Edit icon beside a theme.-Select or clear the Theme is hidden from all users option.-Click Save.Set a default themeClick the Set as Default button beside a theme on the main Themes page.Locking stylesYou can lock themes, or specific areas in a theme, so that they cannot be changed by users. For example, you may want to lock the banner of a theme that you have modified to include your organization’s name and colors.Lock an area of a themeClick the Edit icon beside a theme.In the Locking area, select the check box beside the area you want to lock.Click Save.
  31. Knowing what is what, can be half the challenge, so I took a screen shot of a standard theme: and I would like all of you to open a theme in your e portfolio to themes, and choose the edit button on grey steel, and then the ‘edit them styles’ and follow along, as I point out a few of the key areas.The first page: background colour around your presentation…so if you were to change the background colour, to red it would appear as this.The header image: will actually add the image on top of the current style. This could be a place to add your logo for instance, (so I’m browsing for your logo now)The Banner Image will allow you to either add your logo, or a nice background image of your choiceThe Banner title and banner description will let u change the font sytle and sizeWhere as the background navigation, will impact the image/colour of your navigation page. …and the rest I will let you explore on your own.
  32. Reporting functions in ePortfolioePortfolio is integrated with the Reporting tool in Learning Environment. You can produce a number of reports that look at different aspects of ePortfolio, such as: the general composition of users’ portfolios and whether users are commenting on each other’s work.ePortfolio data is contained in datasets, or predefined categories, which you can use to produce different types of reports. You can filter the datasets to match your specific needs and specify how you want your results rendered.
  33. Some elements to consider…
  34. Start simple to not overwhelmLimited roll-outLimit access to ePortfolio to smaller group of pilot users (i.e. tech savvy)Limited functionalityEither lock down functionality (e.g. no presentations), or simply require students users to create limited itemse.g. Students only required to create weekly reflections and 2 forms, then submit those course dropbox folderLimit presentation themesHide all but 2-5 and provide a locked down branded optionRelease additional functionality on staggered basis
  35. Boost buy-in by both instructors and studentsIdentify one ‘ePortfolio champion’ from each department/groupHold specific sessions to discuss:ePortfolio in generalTheir ideas for useCollaboration opportunitiesTech savvy users to inspire/motivate with effective usage and engaging presentations
  36. Make sharing as easy as possibleCourse-level sharing groupsRecommended:“All students in Math 101 - FA2011 (View, Comment)”“Math 101 Instructor only (View, Comment)”Org-level sharingCreate sharing groups at department or school level; Share to all descendentsAutomatic sharingCourse: Simplest sharing for students, or tag-based sharing (e.g. ohaganshare)Naming conventionWho + What (see recommended above)
  37. Provide structure/scaffoldingInstructor creates templates and push to all studentsExamples:Presentation with page structure for student showcaseReflection template with guidance on effective summarizationArtifact samplesLearning Objectives(Take advantage of Community templates and modify)Admin creates PD/accreditation templates and push to instructors
  38. Provide resources to all usersLMS course or ePortfolio presentation as one-stop-shopComponents:Samples of existing work (i.e. instructor presentations samples)Branded help docs/videosTemplates for download or pushLinks to ePortfolio resources on WebDiscussions/Quiz (LMS)ePortfolio presentation advantage: No enrollment requirements
  39. Boost usage/creative with contestsStudents typically explore functionality rapidlyEncourage usage/creativity with contestSubmissions can be based on theme or best existing student work using ePVote winner based on judges or student votingLink to winner presentations as examples
  40. I will be pushing three presentations to youHelp getting started with ePortfolioTips for Insructors using ePortfolioUsing Multi-media content in your ePortfolioAdditionally : In preparation for the Instructor training, I want to ensure that you are okay if :I create a sandbox courseEnroll everyone as instructors in their course, and as a student in other coursesI will set up objectives in advance, to again ensure we can use them during the trianing.