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Harnessing the
Power of Moodle roles
Deborah Kearney / Rex Lorenzo / UCLA
Who are we?
Deborah Kearney

CCLE Support Coordinator

dkearney@oid.ucla.edu
Rex Lorenzo

CCLE Lead Developer

rex@oid.ucl...
Outline
1. Why customize standard roles?
2. What do you need to succeed?
3. How can role customization drive
development?
Why customize standard
roles?
!
!
!

When standard roles fail or just won’t scale !
!
!
UCLA / CCLE
•

Campus-wide LMS

•

De-centralized support
UCLA / CCLE
Term!
Fall 2012
Fall 2011
Fall 2010
Fall 2009
Fall 2008

Total Users
46,717
41,881
27,664
26,868
17,445
Case study: 1.9 Admin role
Problem
Category-level: too limited
Site-level: too powerful

Solution
Create new “limited” sit...
By trimming site-admin
permissions
standard admin view

limited admin view
Possible intersection points
Site config settings

Contexts

Capability!
a/b:c

Role overrides
Other capabilities
Possible intersection points
Remove

Add in
•

Create sites manually; place in any Category

•

Add/remove/change any CCLE user role in any site

•

Ch...
Customizing is hard
!

•

Everything is connected

•

Roles & capabilities don’t live in a vacuum
Configuration settings “trump” permissions
No
Vicious cycle
Change

Rollback

For 3 Years!

Report
problem
Case study (cont’d):
Manager role in Moodle 2.0

•

Role between site admin and editing teacher

•

Something we can assig...
Manager role imperfections
•

Still need site-level role for access to site reports
and tools
•

•

Manager limited

Neede...
Scaling manager role
•

Site configs tied to abilities
•
•

Grades => Site config

•
•

Backup/Restore/Import => Site config
...
New tools and reports
1. Roles’ capabilities

https://github.com/danielneis/moodle-reportrolescapabilities
2. Edit roles b...
What do you need to
succeed?
1. Experience in role management
2. Ability and willingness to make code
modifications to scal...
How can role customization
drive development?

Solve complex problems with elegant tools
Case study: Editing teacher
Problem!
•

Teacher is in charge of enrollments

•

Access to entire user DB


Solution!
•

De...
Wouldn’t scale
Delegating enrollment to local support
•

Tenure faculty found process “frustrating and
absurd”

•

New uni...
Invitation enrollment
•

Track who uses invitation

•

Granular role assignment

•

Make it easier to choose proper role
Invitation enrollment
Demo
Invitation Enrollment

Open source version: 

https://github.com/ucla/moodle-enrol_invitation
Conclusion
1. Why customize standard roles?
•

To scale or fit unique use cases

2. What do you need to succeed?
•

Tools, ...
Q&A / Contact
Deborah Kearney

CCLE Support Coordinator

dkearney@oid.ucla.edu
Rex Lorenzo

CCLE Lead Developer

rex@oid.u...
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
Harnessing the power of Moodle roles
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Harnessing the power of Moodle roles

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Presentation given at the New Orleans Moodle Moot.

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Harnessing the power of Moodle roles

  1. 1. Harnessing the Power of Moodle roles Deborah Kearney / Rex Lorenzo / UCLA
  2. 2. Who are we? Deborah Kearney
 CCLE Support Coordinator
 dkearney@oid.ucla.edu Rex Lorenzo
 CCLE Lead Developer
 rex@oid.ucla.edu
  3. 3. Outline 1. Why customize standard roles? 2. What do you need to succeed? 3. How can role customization drive development?
  4. 4. Why customize standard roles? ! ! ! When standard roles fail or just won’t scale ! ! !
  5. 5. UCLA / CCLE • Campus-wide LMS • De-centralized support
  6. 6. UCLA / CCLE Term! Fall 2012 Fall 2011 Fall 2010 Fall 2009 Fall 2008 Total Users 46,717 41,881 27,664 26,868 17,445
  7. 7. Case study: 1.9 Admin role Problem Category-level: too limited Site-level: too powerful Solution Create new “limited” site-administrator role
  8. 8. By trimming site-admin permissions standard admin view limited admin view
  9. 9. Possible intersection points Site config settings Contexts Capability! a/b:c Role overrides Other capabilities
  10. 10. Possible intersection points
  11. 11. Remove Add in • Create sites manually; place in any Category • Add/remove/change any CCLE user role in any site • Change the settings on any existing site • Add content to any site • Copy to/restore from any site • Import to/from any site • Check the Profile of any user • Create a special-case login on CCLE • Approve Moodle course requestor sites
  12. 12. Customizing is hard ! • Everything is connected • Roles & capabilities don’t live in a vacuum
  13. 13. Configuration settings “trump” permissions No
  14. 14. Vicious cycle Change Rollback For 3 Years! Report problem
  15. 15. Case study (cont’d): Manager role in Moodle 2.0 • Role between site admin and editing teacher • Something we can assign at category level and site level
  16. 16. Manager role imperfections • Still need site-level role for access to site reports and tools • • Manager limited Needed to be locked down when assigned at site level • New capabilities needed
  17. 17. Scaling manager role • Site configs tied to abilities • • Grades => Site config • • Backup/Restore/Import => Site config Course settings => Frontpage settings Disallow dangerous actions • “Bulk user actions”
  18. 18. New tools and reports 1. Roles’ capabilities
 https://github.com/danielneis/moodle-reportrolescapabilities 2. Edit roles by capability
 https://github.com/moodleou/moodletool_editrolesbycap 3. Roles migration
 https://github.com/ncsu-delta/moodlereport_rolesmigration
  19. 19. What do you need to succeed? 1. Experience in role management 2. Ability and willingness to make code modifications to scale roles 3. Tools to support roles
  20. 20. How can role customization drive development? Solve complex problems with elegant tools
  21. 21. Case study: Editing teacher Problem! • Teacher is in charge of enrollments • Access to entire user DB
 Solution! • Delegate enrollment to local support • Enrollment key
  22. 22. Wouldn’t scale Delegating enrollment to local support • Tenure faculty found process “frustrating and absurd” • New units joining system also frustrated Enrollment key limitations • No control over who uses it • Burden on faculty to set it up
  23. 23. Invitation enrollment • Track who uses invitation • Granular role assignment • Make it easier to choose proper role
  24. 24. Invitation enrollment Demo
  25. 25. Invitation Enrollment Open source version: 
 https://github.com/ucla/moodle-enrol_invitation
  26. 26. Conclusion 1. Why customize standard roles? • To scale or fit unique use cases 2. What do you need to succeed? • Tools, reports, and developers 3. How can role customization drive development? • Solve complex problems with elegant tools
  27. 27. Q&A / Contact Deborah Kearney
 CCLE Support Coordinator
 dkearney@oid.ucla.edu Rex Lorenzo
 CCLE Lead Developer
 rex@oid.ucla.edu Slides: http://www.slideshare.net/rexlorenzo

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