Creating the Learning Catalog

This chapter provides an overview and discusses how to:

Define learning categories.
Define keywords.
Define delivery method types.
Create catalog items.
Define delivery methods for catalog items.
Update the catalog indexes.

See Also

Understanding Learning Catalog Setup

The learning catalog stores detailed information about all items, activities, and programs that are available to internal and external learners.

This section lists prerequisites and discusses:

Catalog creation.
Activity templates.

Prerequisites

Before you create the learning catalog:

Create learning environments.

See Defining Learning Environments.
Define learner groups.

See Building Learner Groups.
Read about the learning catalog structure.

See Understanding the Catalog Structure.

Catalog Creation

To create the learning catalog:

Define categories.

Categories are logical groupings of items that enable learners and managers to easily browse and search for appropriate activities and programs.
(Optional) Define keywords.

Keywords are additional terms not already represented in the item name or description that learners and administrators might use to search the learning catalog to find catalog items.
Define delivery method types.

Delivery methods define how course offerings are presented to learners, for example, through instructor led training, web-based, or blended learning.
Create catalog items.

Catalog items (sometimes referred to as courses), are specific topics of study found in the learning catalog for which you offer learning activities.
Define delivery methods for catalog items.
Define activities.

An activity is an instance of a catalog item and delivery method, such as the instructor-led Sales Training class that runs from March 15 to March 17. Learners enroll at the activity level.
Rebuild the catalog index.

Note. The default values that appear on many of the pages that are discussed in this chapter are from the Install Defaults and Learning Environment components.

See Also

Defining Defaults

Defining Learning Environments and Learner Groups

Managing Learning Activities

Activity Templates

You can use activity templates to quickly define new activities, as well as to define new catalog items and delivery methods. If you choose to create new catalog items or delivery methods, you will enter basic required information as specified in the template.

See Also

Defining Activity Templates

Defining Learning Categories

To define learning categories, use the Maintain Categories (LM_CATG_LA_CMP) component.

This section provides an overview of categories and discusses how to:

Define basic category information.
Define category security and subcategories.
View a category's catalog items and related categories.

Understanding Categories

Categories enable you to classify catalog items and programs so that learners and managers can easily find appropriate learning in the catalog. When using the advanced search feature, users can search the catalog by category. When using the browse feature, learning is presented by category.

Catalog items and programs can belong to multiple categories. For example, you might create separate insurance and manufacturing categories and include a risk management item in both. Categories can also be hierarchical: a manufacturing category might include logistics management and materials management subcategories. If you plan to create nested categories, it is more efficient to create the subcategories first.

When you create a category, you also define security for it—that is, you define which administrators can update the category by linking the category to selected learning environments. You also identify which learner groups can access the category in the catalog.

Carefully plan the types of categories that you need, keeping in mind that categories, catalog items, activities, and programs can be shared across learning environments. Categories significantly impact the usability of your catalog because learners rely on categories to find offerings in the catalog. Therefore, be sure to define categories that make logical sense to your learners.

Note. (FRA) To make it easy for learners and administrators in France to find learning that qualifies for DIF (Droit Individuel à la Formation), consider creating one or more categories for DIF-eligible learning. Include DIF in the category name to facilitate searches. Alternatively, you might create a keyword called DIF and assign it to DIF-eligible catalog items.

See Updating the Catalog Indexes.

See Defining Keywords.

Primary Categories

Every learning environment has a primary category. The primary category that is associated with a user's learning environment determines the hierarchy in which other categories appear when the learner browses the catalog. The user's learner group affiliations control which categories the system displays during browse mode; the user's learning environment simply controls the order in which those categories appear.

You define a primary category just as you would any other category. A category becomes a primary category through it's designation as such on the Learning Environments - Security page.

When a learner browses the catalog, the system refers to the primary category that is defined for the learner's learning environment. It then looks at the category relationships (display order) that you defined for that category on the Categories - Security page and presents the learner with the hierarchy of categories that are relevant to the learner based on his or her learner group affiliations.

Pages Used to Define Learning Categories

Page Name	Object Name	Navigation	Usage
Categories - Basic Data	LM_CATG_BSC_PG	Enterprise Learning, Catalog, Maintain Categories, Basic Data	Define basic category information, such as name, description, status, and owner.
Categories - Security	LM_CATG_SECURTY_PG	Enterprise Learning, Catalog, Maintain Categories, Security	Define category security, such as who can update and browse a given category, and identify subcategories.
Categories - Attributes	LM_CATG_REL_LA_PG	Enterprise Learning, Catalog, Maintain Categories, Attributes	View a category's catalog items and parent categories.

Defining Basic Category Information

Access the Categories - Basic Data page.

Note. When you create a category or change the long name and status of an existing category, you must rebuild the catalog index before the changes are reflected in the catalog search results.

See Updating the Catalog Indexes.

Owner

Select the person who has the main responsibility for this category. Typically, this is the administrator who is responsible for updating the category. The entry here is informational only—it does not determine who can update the category.

Defining Category Security and Subcategories

Access the Categories - Security page.

Note. If you add or remove learning environments or learner groups from an existing category, you must rebuild the catalog index before the changes are reflected in the catalog search results.

See Updating the Catalog Indexes.

Learning Environment

These fields determine to which learning environments this category belongs and who can update the category. A category can belong to more than one learning environment but must have one primary learning environment.

Primary Learning Environment

A category must be associated with at least one learning environment. The system displays the administrator's current learning environment as the default. You cannot remove the primary learning environment from this page without first selecting another environment as the primary. You can change the primary learning environment on this page at any time.

Primary Category

This field is display-only. If selected, it indicates that you identified this category as the primary learning category for the environment (on the Learning Environment - Security page). The primary category that is associated with a learner's assigned learning environment determines the hierarchical sequence of categories the learner sees when browsing the catalog. Primary categories are not visible when browsing the catalog.

Learner Groups

Click the Edit Learner Group Security link to display fields for adding or editing learner groups. Specify which learner groups can access the activities and programs within this category when browsing or searching the catalog. You can select from the learner groups that have been defined for any of the learning environments associated with the category.

Relationship

Specify how this learner group is related to others in the list when used to determine whether or not a person has access.

Values are:

And: A learner must be a member of both this learner group and the next in the list.

Or: A learner must be in this learner group or the next in the list.

End: A placeholder for the last learner group in the list.

The system ignores any learner groups that are listed after End.

To define security such that a learner must be a member of learner group A, and a member of learner group B or C, you must reuse learner group A. The resulting security would look like this:

Learner group A and

Learner group B or

Learner group A and

Learner group C end.

Important! Associate a category with at least one learner group. If you do not select a learner group, learners cannot access this category.

Category Relationships

Identify categories in the catalog that are subsets of this one. When users browse the learning catalog for this category, the system also lists the subcategories that you identify here.

Display Order	Enter the sequence in which this subcategory is to be listed on the Catalog Browse page relative to other categories that you select here.
Child Category	Select the related category. You can select from any categories that are associated with your own learning environment.

Viewing a Category's Catalog Items and Related Categories

Access the Categories - Attributes page.

Parent Categories

This scroll area displays categories for which this category is a subcategory.

Catalog Items

This scroll area displays the list of catalog items that belong to this category.

Defining Keywords

To define keywords, use the Maintain Keywords (LM_KWRD_CMP) component.

This section provides an overview and discusses how to create keywords.

Understanding Keywords

Keywords are an optional feature used to help learners and administrators find specific learning options in the learning catalog. Like categories, keywords make it easy for users to search the catalog for applicable learning activities. After you define keywords, you associate them with catalog items and programs. Then, users can enter a keyword in the Description field on search pages to have the system search for activities (catalog items) or programs that are associated with that keyword.

Associate each keyword with one or more keyword types, such as Technical, Interpersonal Skills, Management, and so on. This makes it easier for you to update and maintain a large number of keywords. Before you begin adding keywords, think about the logical groupings—the keyword types—that are appropriate for your catalog.

Page Used to Define Search Keywords

Page Name	Object Name	Navigation	Usage
Keywords	LM_KWRD_PG	Enterprise Learning, Catalog, Maintain Keywords, Keywords	Create keywords to use when searching the learning catalog.

Creating Keywords

Access the Keywords page.

To define keywords:

Enter a keyword type.

Keyword types help you group keywords, which makes it easier to maintain large numbers of keywords.
In the Keyword column, enter each keyword that is associated with the keyword type.

Note. It is not necessary to enter variations of the same word. When a user searches for activities by keyword, the system automatically determines the root word and looks for all of its variations, such as listen and listening.

Attach keywords to catalog items on the Items - Attributes page.

Defining Delivery Method Types

To define delivery method types, use the Delivery Method Type (LM_DMTHD_TYPE) component.

This section provides an overview and discusses how to define delivery method types.

Understanding Delivery Methods

Delivery methods define how course offerings are presented to learners—for example, through online learning, classroom instruction, seminars, books, and so forth—in your organization. Learners can search the catalog for offerings by delivery method, so they could look at only activities that are instructor led, for example, if that is how they learn best. Also, while the system does not enforce rules in the definition of delivery methods (for instance, you can create a session learning component in an activity tied to a self-paced delivery method), delivery methods help learners better understand the offerings in the learning catalog.

When you create a catalog item, you identify the specific delivery methods through which its activities are offered. The same catalog item might be delivered multiple ways, such as through a webcast, a web-based workbook, or a scheduled class. Each delivery method identifies the delivery method type. There are no restrictions on how many delivery methods you can define or how you can name them. You can even create compound delivery methods, such as a single delivery method for classroom training and webcast.

Important! To enable learners to view learning for a given delivery method type on the self-service All Learning page, and managers to view learning for the same delivery method type through the Team Learning page, use the Learning Filters (LM_FILTER) component to specify which delivery method types to make visible to users.

See Also

Defining Search Filters

Page Used to Define Delivery Method Types

Page Name	Object Name	Navigation	Usage
Delivery Method Type	LM_DMTHD_TYPE	Set Up ELM, Catalog, Delivery Method Type, Delivery Method Type	Define delivery method types for your organization.

Creating Delivery Method Types

Access the Delivery Method Types page.

Creating Catalog Items

To create catalog items, use the Maintain Items (LM_CI_LA_CMP) component.

Each catalog item represents a specific topic of study for which you offer learning activities. All learning activities that are associated with a given catalog item share the same prerequisites, objectives, equivalencies, and other features.

Note. When you create or modify catalog items, you must rebuild the catalog index before the changes are reflected in the catalog search results.

This section lists prerequisites and discusses how to:

Define basic item information.
Define prerequisites for catalog items.
Identify equivalent catalog items.
Add notes and attachments.
Define security for catalog items.
Define category relationships, keywords, and objectives for catalog items.
Define delivery methods for catalog items.

Prerequisites

Before you create catalog items, you must define:

Categories.

See Updating the Catalog Indexes.
Delivery method types.

See Defining Delivery Method Types.
(Optional) Approval process definitions.

See Setting Up the Approval Framework.
(Optional) Keywords.

See Defining Keywords.
(Optional) Objectives.

See Setting Up Objectives.

Pages Used to Create Catalog Items

Page Name	Object Name	Navigation	Usage
Item Details	LM_CI_BASICDTA_PG	Enterprise Learning, Catalog, Maintain Items, Item Details	Define basic item information, such as description and course code.
Items - Prerequisites	LM_CI_PRQ_PG	Click the Prerequisites link on the Item Details page.	Identify prerequisites, which are other catalog items and objectives that one must complete or can complete if recommended, before a user can enroll in this catalog item.
Items - Equivalents	LM_CI_EQUIV_PG	Click the Equivalents link on the Item Details page.	Identify catalog items and objectives that are equivalent to a given catalog item.
Items - Notes and Attachments	LM_CI_NANDA_PG	Click the Notes and Attachments link on the Item Details page.	Add notes and attachments (such as documents to read before beginning an activity) to a catalog item.
Items - Security	LM_LE_CI_PG	Click the Security link on the Item Details page.	Define security for catalog items.
Items - Attributes	LM_CI_ATTRIB_PG	Enterprise Learning, Catalog, Maintain Items, Attributes	Define category relationships, keywords, and objectives.
Items - Delivery Method	LM_CI_DLVRY_PG	Enterprise Learning, Catalog, Maintain Items, Delivery Method	Specify which delivery methods are applicable to a given catalog item.

Defining Basic Item Information

Access the Item Details page.

Note. When you modify the catalog item long name, description, course code, effective date, or catalog item status, you must rebuild the catalog index before the changes are reflected in the catalog search results.

See Updating the Catalog Indexes.

Program Relationship	Click to list any programs that include this catalog item.
Course Code	Enter an identifier for the catalog item. The value that you enter must be unique if the Course Code Option on the Install Defaults - General page is set to Restricted. If that option is set to Restricted by LE, the value you enter must be unique to your current learning environment.
Owner	Enter the name of the person whom the system notifies when the catalog item is updated. Note. Any learning administrator who is associated with one of the learning environments for this catalog item (as defined on the Item - Security page) can update this catalog item.
Catalog Item Status	Select a catalog item status: Active: This is the default status when you create a new catalog item. Inactive and Pending: Indicate that neither delivery methods nor activities can be defined for the catalog item. Also, if selected, the item and its activities do not appear in the catalog, and learners cannot enroll in related activities.
Catalog Item Abstract	Enter an abstract of the learning activity. This entry appears on the <Activity Name> page that users can access when searching or browsing the catalog. If you do not provide an abstract the system displays the catalog item description to the learner when searching or browsing the catalog. See Using the Learning Catalog.
Approval Type	Select a value if approval is required to enroll in an activity that is associated with this catalog item. This option can be overridden at the activity level. Select from the approval process definitions that have been defined for your organization. See Setting Up the Approval Framework.
Offering	Select whether the activity is offered internally or externally. The default is Internal.
External ID	Enter the (numeric) external course ID, if one is associated with the catalog item.
External Information	Enter information about an activity that a vendor delivers. The learning catalog does not display this information. Only administrators can view this information.
Vendor	Select the vendor that supplies the learning, if applicable.
Vendor Product	Select the vendor product that is used with this catalog item. The cost of the selected product appears on the Activity Costs page. Define vendor products on the Vendor Products page.
Vendor Course Code	Enter the vendor-supplied course code if you purchased this course from a third-party content provider.
(FRA) Learning Class (learning classification)	This field only appears when French features are enabled for the administrator's current learning environment. Select the default learning classification to associate with the activities for this catalog item. Administrators can override the classification during enrollment. Classifications are used when generating training plans and the 2483 report. See (FRA) Managing French Regulatory Requirements.
(FRA) Eligible for DIF	This field only appears when French features are enabled for the administrator's current learning environment. Selecting this check box enables learners and administrators to request the use of DIF hours when enrolling in activities associated with this catalog item.
Education Units	Enter the number of units, if applicable. This field is for informational purposes only. You can override this value at the activity level.
Estimated Cost and Currency Code	The default values that appear here are inherited from the administrator's learning environment. The cost value can be used to calculate forecasted training costs when you produce training plan budgets. It represents the estimated cost, per learner, of delivering the activity and can be overridden at the delivery method level.
Enable Learning Request	Select to allow learners to choose this catalog item when submitting a learning request.
Learning Request Threshold	If learning requests are enabled, you can specify how many requests must be made before the administrator is notified.

Defining Prerequisites for Catalog Items

Access the Items - Prerequisites page.

Catalog Item Prerequisites

Select all catalog items, objectives, and programs that are prerequisites for this catalog item. Administrators can override prerequisites for learners during group and mass enrollment. Managers cannot override prerequisites for a learner directly, but can use the Supplemental Learning page to give learners waivers on catalog items, objectives, and programs.

See Managing Supplemental Learning.

Type	Select the type of prerequisite from the following options: Catalog Item, Objective, or Program.
Prerequisite	Select the name of the prerequisite catalog item, objective, or program.
Relationship	Select a value: Select End if this is the last prerequisite. Select And if there are additional prerequisites. Select Or if this prerequisite can be met by completing the next prerequisite that you enter. The system displays the text that appears in the catalog directly above the Catalog Item Prerequisites group box. Important! The system ignores any prerequisites that are listed after End.
Proficiency	This field applies to objectives that are selected as prerequisites. If the objective is associated with a rating model, select the required proficiency level.

Recommended Prerequisites

These fields are similar to the Catalog Item Prerequisites fields. Use them to select activities, programs, and objectives that learners should complete before taking the activity. Recommended prerequisites that are not met do not prevent the learner from enrolling in the activity.

Identifying Equivalent Catalog Items

Access the Items - Equivalents page.

If another catalog item or program is considered to be the equivalent of this one, select the equivalent item. The system does not perform any checks to determine if equivalent items have the same objectives.

For example, suppose that a catalog item called Intermediate C Programming has a prerequisite of Introduction to C Programming. If you select Introduction to C++ as an equivalent to Introduction to C Programming, learners who complete either Introduction to C Programming or Introduction to C++ meet the prerequisite for Intermediate C Programming.

Adding Notes and Attachments

Access the Items - Notes and Attachments page.

You can enter notes and attach files, such as documents to read before beginning an activity. To enable users to access notes or attachments from the catalog, select the Display in Catalog check box. Attachments can be included elsewhere in the system, including at the activity level.

To attach a file to an item:

Click the Add Attachment button to access a new page and navigate to the file's location on your server.
Locate the file and click the Upload button.

Note. Your system configuration determines the size of the files that you can attach to catalog items.

Defining Security for Catalog Items

Access the Items - Security page.

Note. When you add or remove learning environments or learner groups to catalog items, you must rebuild the catalog index before the changes are reflected in the catalog search results.

See Updating the Catalog Indexes.

Learning Environment

Use these fields to specify the learning environments for which this catalog item is valid.

Primary

A catalog item must be associated with at least one learning environment. The system displays the administrator's current learning environment as the default. You cannot remove the primary learning environment from this page without first selecting another environment as the primary. You can change the primary learning environment on this page at any time.

Learner Groups

Click the Edit Learner Group Security link to display fields for adding or editing learner groups. Specify which learner groups can access this catalog item when browsing or searching the catalog. You can select from the learner groups that have been defined for any of the learning environments associated with the catalog item.

Relationship

Specify how this learner group is related to others in the list when used to determine whether or not a person has access.

Values are:

And: A learner must be a member of both this learner group and the next in the list.

Or: A learner must be in this learner group or the next in the list.

End: A placeholder for the last learner group in the list.

The system ignores any learner groups that are listed after End.

For example, to define security such that a learner must be a member of learner group A, and a member of learner group B or learner group C, you must reuse learner group A. The resulting security would look like this:

Learner group A and

Learner group B or

Learner group A and

Learner group C end.

Important! Associate a category with at least one learner group. If you do not select a learner group, learners cannot access this category.

Defining Category Relationships, Keywords, and Objectives for Catalog Items

Access the Items - Attributes page.

Note. When you add, remove, or change keywords, objectives, or category relationships, you must rebuild the catalog index before the changes are reflected in the catalog search results.

See Updating the Catalog Indexes.

Category Relationships

Select the categories under which this item is to be listed in the learning catalog.

Display Order	Enter the order in which this catalog item should be listed when a user who is browsing the catalog clicks this category. Assign a unique number to each catalog item in this category. Assigning the same number more than once does not prevent the item from appearing. The system uses display order when a learner browses the catalog.
Category	Select the category to which this catalog item belongs.

Keywords

Keywords help users locate this catalog item and its activities in the catalog. You can enter only keywords that belong to the selected keyword type.

Objectives

Select the objectives that learners meet by completing an activity that is associated with this catalog item. Learners receive credit for meeting the objectives that have been directly assigned to them. Define objectives on the Objectives page.

You can associate one global objective with a catalog item. Activities are sorted by global objective when you create training plans.

Managing Training Plans

Defining Delivery Methods for Catalog Items

Access the Items - Delivery Method page.

Note. For new catalog items, the system hides this page until you save the item.

To add a supported delivery method for this catalog item, click the Add New Delivery Method button to access the Delivery Methods component. When you add a delivery method and return to this page, the system lists the delivery method that you selected here. When a learning activity is created for a catalog item, it must be created in the context of one of the supported delivery methods for that item.

To edit a delivery option, click the delivery method name. The Delivery Methods component opens in update/display mode.

Defining Delivery Methods for Catalog Items

To define delivery methods for catalog items, use the Maintain Delivery Methods (LM_DMTHDS_LA_GBL component.

When you add a catalog item to the learning catalog, you specify how its activities can be delivered. You can define one or more delivery methods for each catalog item.

This section discusses how to:

Define delivery methods.
View activities for delivery methods.

Pages Used to Define Delivery Methods

Page Name	Object Name	Navigation	Usage
Delivery Method	LM_DMTHD_BAS_DATA	Enterprise Learning, Catalog, Maintain Items, Delivery Method Click a delivery method link or the Add New Delivery Method button. For new catalog items, this button appears after you save the new item. Enterprise Learning, Catalog, Maintain Delivery Methods, Delivery Method	Define detailed data for the delivery method that is associated with a particular catalog ID.
Delivery Methods - Activities	LM_DM_ACTIVITY_PG	Enterprise Learning, Catalog, Maintain Delivery Methods, Activities	View the list of activities that have been defined with the selected delivery methods and add new activities.

Defining Delivery Methods

Access the Delivery Method page.

Delivery Method Details

Course Code	Enter the course code to which this delivery method applies. If you access this page from the Items component, the system displays the course code here.
Delivery Method	Select the delivery method type that applies to the delivery method that you are defining. Define delivery method types on the Delivery Method Types page.
Language	Select the language in which the activity is offered. Language appears by default from the Learning Environment - Defaults page.
Frequency	Enter the frequency at which the activity is usually offered. Values are Annually, As Required, Half-Year, Monthly, Quarterly, Semester, and Trimester.
Administrator	Enter the name of the enrollment administrator whom learners should contact for enrollment information when the registration method is offline.
Cost	Enter the cost of offering the activity. This cost does not include instructors, materials, or other resources. The value you enter here appears as the content cost on the Activity Costs page. You can override this value at the activity level.
Primary Instructor	Enter the instructor for the learning activity, if applicable. You can override this selection at the activity level. Define instructors on the Instructors page.
Owner	Enter the person who is responsible for this delivery method. This field is informational only.

Pricing

You can override the selections that you make in this group box at the activity level.

Currency Code	Select the currency code that applies to the monetary amounts entered in this group box. You can override this selection at the activity level on the Activity Details page. Currency code appears by default from the Learning Environment - Defaults page.
Internal Price	Enter the price that you want to charge internal learners to enroll in activities. Internal learners are learners who you track in your human resource database, such as employees, contractors, and workers.
Internal Drop Charge	Enter the amount that you want to charge internal learners for dropping activities after the drop period, as defined in the Drop Period group box.
External Price	Enter the price that you want to charge external learners to enroll in activities. External learners are those who you do not track in your human resource database, such as non employees.
External Drop Charge	Enter the amount that you want to charge external learners for dropping activities after the drop period, as defined in the Drop Period group box.

Training Units

You can override the selections that you make in this group box at the activity level.

Price

Enter the number of training units that you want activities with this delivery method to be worth. If you select training units as a payment option on the Learning Environments - Defaults page, external learners see the value that you enter here when registering for the course.

Note. Training units only apply to external learners.

Drop Charge

Enter the number of training units that a learner would be charged after dropping the activity after the drop period.

Estimated Cost

The values that you enter here can be used to calculate forecasted learning costs when you produce training plan budgets that include activities with this delivery method.

Estimated Cost

The default value that appears here is inherited from the catalog item. It represents the estimated cost, per learner, of delivering the activity. When you generate a training plan budget, and no estimated hourly amount is defined in the Hourly Cost field, the system uses the cost entered here to determine the forecasted cost for the activity.

Hourly Cost

The default value that appears here is inherited from the administrator's learning environment. Enter the estimated hourly cost, per learner, of delivering the activity. When you generate a training plan budget the system uses the cost entered here to determine the forecasted cost for an activity based on the number of hours defined for each of the activity’s components on the Recommended Duration page.

Learning Period

You use these fields most often for activities with web-based, test, survey, or assignment learning components only. You can override the selections that you make in this group box at the activity level.

Learning Period

Enter the number of days after the enrollment date that learners must complete the activity. If the learner has not received a completion status of either completed or not completed for an activity, at the end of the learning period the Auto Mark Activity Completion process runs. The system displays this value by default from the Learning Environment - Defaults page.

Warning Period Days

Enter the number of days before the end of the learning period that you want the system to send an email to notify the learner that the learning period is about to expire. The system also sends a warning based on the end date if it comes before the end of the learning period. This field triggers the PeopleSoft Application Engine process to send the Learning Period Expiration notification (LM_ACT_LRNPD).

Published Duration

Days, Hours, and Minutes

Enter an estimate of how long activities should take. The values that you enter here become the default values on the Activities - Activity Details page.

Duration is not related to learning period. Duration is the amount of time the learning activity should actually take to complete, whereas the learning period is the amount of time the learner has to complete the activity. Most often the learning period will be longer than the duration.

Enrollment

Max Enrollment (maximum enrollment)	Enter the maximum number of learners that can enroll in the activity. You can override this number at the activity level.
Min Enrollment (minimum enrollment)	Enter the minimum number of learners that should enroll in the activity for the activity to be held. If this minimum number is not met before a pre-defined number of days before the start of the activity, then the Minimum Enrollment Met Alert notification is sent to the activity administrator to inform him or her. You can override this number at the activity level.
Average Fill Rate	Enter the average number of learners who enroll in the activity each time the activity is offered. This field is informational only.
Enforce Enrollment Limit	Select to have the system prevent learners from enrolling in this activity after the maximum enrollment number is reached. To have the system generate a waiting list for this activity, you must select this check box. You can override this option at the activity level.

Waitlist

You can override the selections that you make in this group box at the activity level.

Enable Waitlist	Select to have the system accept wait-listed learners once maximum enrollment is reached. This value appears by default on the Learning Environment - Defaults page.
Waitlist Capacity	Enter the maximum number of learners that can be placed on the waiting list. If a learner attempts to enroll in an activity that has a full waiting list, the system displays a message to indicate that the activity is full.
Waitlist Threshold	Specify the maximum number of learners that can be waitlisted. The administrator for the primary learning environment will be notified if this value is exceeded.

Grades and Attendance

You can override the selections that you make in this group box at the activity level.

Auto Mark Completion	Select to have the system automatically mark attendance at the completion of the activity. See Marking Attendance and Passing Statuses Automatically.
Mark Completion After	If you select Auto Mark Attendance, enter the number of days after the activity end date that the system should mark attendance.
Launchable from History	Select if you want the links associated with web-based, test, or survey learning components to be launchable from the learner's All Learning page. If you select this check box, the learner will always be able to launch the URL content even after the activity achieves a completion status of completed or not completed. The default value is inherited from the administrator's learning environment. Note. You must select this check box if you select Allow Completion from History.
Allow Completion from History	Select if you want learners to be able to complete learning activities with web-based, test, or survey components from the All Learning page. For example, if a learner does not pass or complete an activity the first time through he or she can return later to try to complete it from the All Learning page. If the Launchable from History check box is selected and this check box is cleared, then learners can launch the content from the All Learning page but their progress will not be updated and no changes will be made to the learning activity's completion or passing status. The default value is inherited from the administrator's learning environment. Note. If you select this check box be sure to also select the Launchable from History check box.

Technical Requirements

Enter any technical requirements (such as plug-ins, a microphone, or a connection speed) for this activity. The system does not display this information to learners.

Viewing Activities for Delivery Methods

Access the Delivery Methods - Activities page.

This page lists all of the activities that you defined with this delivery method.

If the delivery method is already associated with a catalog item, click the Add New Activity button to access the Activity component. The system automatically displays the name of the catalog item and delivery method at the top of the Activity - Activity Details page.

Updating the Catalog Indexes

Use the Rebuild Indexes component to run the processes that update the catalog index. Enterprise Learning Management uses the catalog index to perform searches through the Verity search engine in specific locations across the application. The basic items of the Verity architecture are incorporated in the PeopleSoft Portal search architecture. Verity searches reference the catalog index rather than the actual table that stores the data to enhance search performance. Therefore, you must update the catalog index whenever you do any of the following:

Add new catalog items or activities to the catalog, or modify a catalog item or activity.

To update the catalog index for catalog items or activities you must run the Build Catalog Search Index (LM_VER_IDX) application engine process.
Add a new curriculum or certification program or modify certain aspects of an existing one.

To update the catalog index for curricula and certifications you must run the Build Curriculum Index (LM_PRG_IDX) application engine process.
Add or modify an objective.

To update the catalog index for objectives you must run the Build Objectives Index (LM_OBJV_IDX) application engine process.

You can run these processes manually, or you can schedule them to run at predetermined intervals. Once you run these processes, users searching the catalog can see any changes you made. These three processes work independently of each other; you can run only one process or you can run them all at the same time.

The system uses a Verity search against the catalog index only in the following locations:

Location	Verity Search On
My Learning component, Search Learning Catalog group box Employee Self-Service, Learning, My Learning	Activities Catalog items Programs
Search Catalog component (basic and advanced searches) This page is accessible to learners and managers through self-service.	Activities Catalog items Programs
Add New Objectives This page is accessible to learners and managers through self-service.	Objectives
Add Supplemental Learning component <Role> Self-Service, Learning, Add Supplemental Learning	Catalog items Programs Objectives
Enroll Learners component Enterprise Learning, Learner Tasks, Enroll Learners	Activities Catalog items Programs Objectives

Note. The system does not use Verity search on any other pages that have search functionality, such as activity and programs rosters in the administrator and instructor views, because administrators and instructors need realtime access to catalog data.

See Also

Enterprise PeopleTools PeopleBook: System and Server Administration

Creating Catalog Items

Managing Programs

Setting Up Objectives

Page Used to Update the Catalog Index

Page Name	Object Name	Navigation	Usage
Rebuild Indexes	RUNCTL_CATIDX	Enterprise Learning, Catalog, Rebuild Indexes, Rebuild Indexes	Create and update the catalog, program, and objectives Indexes for use in verity searches.