Personalized Learning Designer Teacher Documentation

The Personalized Learning Designer (PLD) is available via the Settings block.

settings block course administration personalized learning designer

Alternatively, in edit mode, teachers can navigate to the PLD by clicking the PLD icon.

pld activity edit icon

Both actions lead to the Rules summary page.

The Rules Summary Page

All of the existing rules are listed on the Rules page. They can be filtered using the top drop-down menus. The first menu filters rules that belong to one or all of the activities. The second menu filters the type of event that is being examined (e.g.... Activity Completion, Activity Grade, Activity View) by the rule.

layout of the personalized learning designer interface

The existing rules can be edited or deleted by clicking the icon that looks like a gear.

To create a new rule, click the Add Rule button.

Rule Examples

  • If a quiz is viewed, but the learner has not read a particular lesson, show an alert instructing them to read it before taking the quiz.
  • If a learner submits a quiz and the grade is less than 70%, release some remedial content and inform the learner they have access to it.
  • If a learner submits a quiz and the grade is greater than or equal to 90%, release the next lesson.
  • If a learner submits a quiz and the grade is less than 50%, send an e-mail to course educators notifying them that intervention may be required.
  • When a forum is viewed, show an alert with instructions that you don't want the learner to overlook.

Create/Edit a Rule

Specify events, conditions, and actions of a rule by visiting each associated tab.

Event Tab

Events determine when this rule will run. When users trigger any of the specified events, actions will fire if the conditions are fulfilled.

events tab

To add an event, select at least the event and activity type, then click the Add button.

The following event types are available. Note that not all event types are applicable to all activity and resource types.

  • Activity completed: Triggered when an activity is marked as complete, based on pre-configured completion criteria. Requires completion tracking to be enabled for the Joule site and in the course.
  • Activity graded: Triggered when an activity has a grade assigned. This can occur automatically (when a quiz is submitted), or manually (when a grade is entered by an educator). Keep in mind that the user triggering the event (e.g.... the instructor) may be different than the recipient of the grade.
  • Activity viewed: Triggered when an activity or resource is viewed. For example, when a learner clicks on a quiz, the view event is triggered.
  • Quiz or assignment submitted: Triggered when a quiz or assignment has been submitted (e.g.... when a user completes an assignment, when a user clicks submit on a quiz). It can be used to release new content, without waiting for manually graded items to be graded.
  • Forum reply: Triggered when a user replies to a forum topic or to another user's reply to a forum topic.
  • Forum topic post: Triggered when a user posts a new topic to a forum.
  • User added to group: Triggered when a user has been added to a group, whether manually, automatically by a different rule in the Personalized Learning Designer, or automatically via Conduit.
  • User removed from group: Triggered when a user has been removed from a group, whether manually, automatically by a different rule in the Personalized Learning Designer, or automatically via Conduit.
  • Course entered: Triggered when a user enters the course for the first time during the day. Leaving the course to visit other Joule courses and pages will reset the trigger.
  • Course grade change: Triggered when the course total changes in the grade book (typically because an activity receives a grade).
  • Specific date and time: Triggered at scheduled date and time. This date can be set in the future to check conditions at that point in time. This event does not have a triggering activity.
  • Recurring event: Triggered at scheduled dates and times. This event can be scheduled to occur daily or weekly at a specific time of day.

note
The Course grade change event and the Activity events should be used respectively with the Course or Activity actions.

 

Condition Tab (optional)

conditions tab

Conditions determine if actions will fire when an event occurs. If no conditions are specified, actions will always fire when an event occurs.

Add a condition by selecting a condition type, then clicking the Add button. A dialog box will appear where additional configuration can be specified.

The following condition types are available:

  • Activity viewed: Checks if an activity or resource has been viewed by the user who triggered the rule.
  • Activity completed: Checks if an activity has been marked as complete for the user who triggered the rule. Requires completion tracking to be enabled for the site and in the course.
  • Activity grade range: Checks if the grade for an activity is within configured bounds. For activities that allow multiple submissions, the grade used is the overall grade for the activity, not necessarily the most recent submission.
  • User role check: Checks if the user who triggered the event is a member of a certain role. This may be useful to prevent some rules from triggering for educators.
  • Group membership check: Checks if a user is within a specific group.
  • Course grade change: Checks if a course grade is within a specific range.
  • Course login: Checks if the user has logged into the course or not within a specified number of days.
  • Date check: Checks if an event takes place before or after a designated date.

Action Tab

Actions are performed when an event occurs and specified conditions are fulfilled.

actions tab

To add an action, select an action type, then click Add. A dialog box will appear where additional configurations can be specified.

The following action types are available:

  • Display alert: Specified text will be displayed to the triggering user in a standard browser JavaScript alert window. The user must acknowledge the alert before proceeding.
  • Send e-mail: An e-mail will be sent from the site server with the specified configuration parameters.
  • Go to activity: Sends the user directly to a specific activity or resource in the course.
  • Go to URL: Sends the user to another Web site (or even course or site page), specified by a URL.
  • Unlock release code: Makes all content that is protected by a specified release code available to the user who triggered this rule.
  • Lock release code: Makes all content that is protected by a specified release code unavailable to the user who triggered this rule.
  • Add user to group: Makes a user part of a specific course group.
  • Remove user from group: Removes a user from a specific course group.
Personalized Learning Designer Examples of Rules

Send an E-Mail when a Specific Activity is Completed

  1. Select "Activity Completion" as a triggering event.
  2. Select the type of activity that you are monitoring (e.g....... Assignment).
  3. Choose the specific activity that you are monitoring (e.g....... "Final Quiz").
  4. Select "Send Email" as an action event.
  5. Add the "Action Creator" as a recipient.
  6. Create an e-mail message with the "Action Creator" as a recipient. In the e-mail's body, include something like "Newsflash: ((student_firstname)) ((student_lastname)) just completed ((activity_name))."

Send an E-Mail Upon Activity Graded

  1. Select "Activity Graded" as a triggering event.
  2. Select an activity that you might grade (e.g...... Assignment).
  3. Choose "Any of type" rather than a specific assignment.
  4. Select another activity that you might grade (e.g...... Quiz).
  5. Choose "Any of type" rather than a specific quiz.
  6. Create an e-mail as an action event.
  7. Add the "Action Creator" and the "Learner" as recipients.
  8. Include something like this in the e-mail's body: "Hello ((student_firstname)). The activity: ((activity_name)) has been graded and your score is ((grade_percent_raw))."

Personalized Greeting Upon Viewing an Activity

  1. Select "Activity View" as a triggering event.
  2. Select "Page" as an activity type that will trigger the event.
  3. Select "Course Training Objectives" as a specific triggering event.
  4. Select "Display alert" as an action type.
  5. Create a message as an action event.
  6. Include something like this in your message: "Hello, ((student_firstname)). Thanks for viewing the ((activity_name)), as it will be a critical component of the Jan 15 exam."

Send an E-Mail that a Student has Been Added to a Group

  1. Select "User added to a group" as a triggering event.
  2. Choose the specific group (e.g...... Lab Section C).
  3. Create an e-mail as an action event.
  4. Add the "Action Creator" as a recipient.
  5. Include something like this in your e-mail's body: "Hello, ((student_firstname)) ((student_lastname)) has now been added to Lab Section C."

Send an E-mail that a Student has Been Removed from a Group

  1. Select "User removed from group" as a triggering event.
  2. Choose the specific group (e.g...... Lab Section H).
  3. Create an e-mail as an action event.
  4. Add the "Action Creator" as a recipient.
  5. Include something like this in your e-mail's body: "Hello, ((student_firstname)) ((student_lastname)) has been removed from Lab Section H."

Welcome the Student Back to the Course

  1. Select "Course entered" as a triggering event.
  2. Select "Display Alert" as an action event.
  3. Include something like this in your alert's body: "Welcome back to the course, ((student_firstname))!"

Send an E-Mail Upon Course Grade Change

  1. Select "Course Grade Change" as an action type.
  2. Select "Course Grade Range" as a condition type.
  3. Choose a grade range to trigger an action (e.g...... Grade is greater or equal to 0%, Grade is less than 70%).
  4. Select "Send Email" as an action type.
  5. Add "Learner" and "Action Creator" as recipients of e-mail.
  6. Include something like this in your e-mail's body: "Hello. ((student_firstname)) ((student_lastname)) is currently at risk with a grade of ((course_grade_percent)) in the course."

Using "User Role Check" as a Condition

(Scenario: You want to prevent a rule from running for teachers.)

  1. Select "User role check" as a conditional event.
  2. Configure Triggering user "is" in role: "Student".

Using "Group Membership Check" as a Condition

(Scenario: You want to reserve a rule for a specific group of students.)

  1. Select "Group membership check" as a conditional event.
  2. Configure Triggering user "is" a member of group: "Good Times".

Using "Date Check" as a Condition

(Scenario: You want to release course content 7 days after a student's enrollment)

  1. Select "Date check" as a conditional event.
  2. Configure Current date is "after".
  3. Choose "Learner's enrollment date".
  4. Check the "Plus" checkbox and type "7" in the days field.
  5. Select "Unlock Release Code" as an action event.
  6. Type "Week 2 Content" in the Release code field (Don't forget to mark the course content with this same code).