LEARNER HOME &
LEARNING SEARCH
STARTER GUIDE
PRODUCT OVERVIEW
Find out how Learner Home and Learning Search, as part of the Learning Experience Platform, encourages personal development through personalized, employee-centric, digital learning experiences.
Get ready to start using Learner Home and Learning Search.
GETTING STARTED
Discover how your learners can get the most out of Learner Home and Learning Search.
LEARNER EXPERIENCE
GLOSSARY
WHAT’S NEW WITH THE AUGUST ‘20 RELEASE
WHAT ARE LEARNER HOME & LEARNING SEARCH?
With new digital technology — like smart devices, access to limitless content, social networking, etc. — the world, every industry, and even our personal lives have been impacted by what many call the “digital disruption.” The learning space has not been immune to the drastic changes in how we communicate, operate, and gather information. The Learning Experience Platform (LXP) is a holistic approach to the growing needs and expectations of a digital learning
environment. As part of the LXP, Learner Home and Learning Search, leverage machine learning and an intuitive interface to efficiently and effectively deliver personalized learning that is easy to manage, track, and access.
“Netflix-style” User Experience. A personalized interface, including tiled visual browsing of courses and predictive search makes it easier and more intuitive for people to explore content and learn something new at their own pace and at their own time of need.
Curated Content and Learning Paths. In addition to manual curation of courses, the system will automatically identify and recommend courses based on a learner’s interests, preferences, and aspirations, as well as learning paths by role or career trajectory to help employees pursue their ambitions.
Credit for Informal Learning. Using xAPI (the experience API), we make it possible for individuals to get credit for all of their learning experiences, whether formal or informal.
The Learning Experience Platform provides:
Find & Discover Ensure Compliance
Deliver curated recommendations driven by machine
learning technology Prioritize assigned training
Easily select subjects of interest Easily start and/or resume training
Use the improved training search experience Ease friction of accessing and requesting new training
USER STORIES
Jessica is an Assistant General Counsel at the Roxxon Corporation. Over the years she has grown accustomed to the responsive user interface (UI) and personalized recommendations provided by her smartphone and content-based services like Netflix and YouTube. She’s come to expect the same functionality from the tools she uses in all aspects of her life.
In the past, Jessica would access her transcript and take the training assigned to her by the system administrator. While she would occasionally search for and take training meant for personal development, she found it cumbersome to search for items that interested her and were relevant to her role.
Learner Home and Learning Search help Jessica quickly and easily find training pertinent to her based on subjects she is interested in, her role, learning history, learning she has saved for future consumption, admin-defined training, and recommendations powered by machine learning, all within an interface that she finds familiar and intuitive.
GETTING STARTED
ENABLEMENT
PERMISSIONS
There are three permissions automatically added to the system administrator security role for Learner Home and Learning Search.
Learner Home
• Grants access to the Learner Home and Learning Search pages, and adds the Learner Home to the Learning tab
Learner Home Preferences
• Grants access to the Learner Home Preferences page where an administrator can configure the arrangement of content on learner home as well as the custom banners Default Training Image Preferences
• Grants access to the Default Training Image Preferences page where an administrator can configure custom default images for learning by type
Modalities Preferences
• Grants access to the Modality Preferences where an administrator can configure settings related to learning object modalities.
The Learner Home and Learning Search pages are automatically available to learners in the system administrator security role. When the Learner Home permission is assigned to a learner, the Learner Home page will be automatically added to the Learning tab. You can enable the page for your learners by adding the permission to their security role.
The Learner Home Preferences page lets you set a cover image, determine the order, configure language filtering, determine training completion periods, and visibility of the carousels, disable the training side bar, and configure the custom rotating banners.
Cover Image Configuration
The cover image is the background image that appears at the top of the page. You’re able to upload a customized cover image to better align with your brand and organizational goals. The recommended image dimensions are 1920 x 130 pixels (px). You can revert back to the original image by clicking Reset.
Content Arrangement
All of the carousels available appear on the top section of the page.
Each carousel can be renamed to conform to your organizations preferred terminology.
The globe icon will allow you to localize the carousel name for different regions.
Selecting the Restore link will reset the carousel name values to their defaults.
You can configure which carousels appear by clicking the Enabled/Disabled status, and you can configure the order you would like them to appear for your learners by simply dragging and dropping the tiles. For example, you might want the Most Popular carousel to be the first carousel that appears to help promote the most highly requested learning to your learners.
The Show only the learning objects available in user’s defined display language checkbox, when enabled, will only display training that is configured to a learner’s selected language.
LEARNER HOME PREFERENCES
Admin > Tools > Learning > Learning Preferences > Learner Home Preferences
LEARNER HOME PREFERENCES (continued) Subjects Banner
If a learner has not selected any Subjects that they are interested in, a system banner will appear on the Learner Home page prompting them to add subjects to assist the system with training recommendations. This banner will be placed on top of the Custom Banners that have been configured.
The Subject Banner toggle, when disabled in Learning Preferences, will hide this prompt and display the custom banner to learners who have not selected any Subjects.
Training Sidebar
You can enable/disable the Training Sidebar. When disabled, the entire Training Sidebar is removed, including the transcript snapshot. The Training Sidebar is enabled by default.
The Training Hours Calculation option allows you to choose how the Training Hours are calculated in the sidebar. The selections available allow you to choose between Cumulative (all time) and Mirror Transcript. Cumulative is the total all-time completion hours from a learner’s transcript. Mirror Transcript will mirror the fiscal year configured for learner transcripts (Admin >
Tools > Learning > Learning Preferences > Define Fiscal Year).
Custom Banner Configuration
Learner Home can have up to four custom banners enabled. When more than one banner is enabled, the banners automatically rotate for learners on the page. Banners are a great way to promote or guide your learners to other areas of the system or external sites. For example, you may have a monthly Development Day you want to ensure your learners sign up for, or maybe your annual performance reviews are approaching and you want to guide them to their task from the Learner Home.
To enable or update a banner, simply click the carrot icon located to the right of each banner.
Once expanded, you are prompted to add an image. The recommended dimensions are 915 x 280 (pixels) px. The recommended dimensions account for padding. If you aren’t using padding on your image, the recommended dimensions are 814 x 280 px. Next, you can enable text to display and add an action button.
When adding an action button, you are able enter Text to display on the button and a URL the button will take learners too. Additional options include Open link in a new window and Use entire image as link. Opening the link in a new window will allow learners to stay on the Learner Home page while exploring the designated URL. When using the entire image as a link, the banner itself will allow learners to click anywhere on the image to link to the URL, instead of using a button.
The Display Text and Action Button can help encourage your users to take action or be notified of the message on the banner. These are not required, and you can simply add a plain banner image with no buttons if desired. The Display Text and Action Button can be localized.
The Default Training Image Preferences page lets you configure images by training type. By default, the system has pre-defined default images, but you can add your own images to replace them. When you upload your own image, it will replace all images set for that specific training type, excluding any custom images set at the Course Catalog level. For example, if you update the image for an Online Class, it will update all images tied to Online Classes, except any Online Class that you had manually set an image for in the Course Catalog.
To upload a new image, simply click the Upload Image link. A flyout appears letting you select or drag and drop your image. For best viewing results of training thumbnail images across all mobile devices and desktop types, the recommended aspect ratio is 2:1. Once you have your image selected, click Save, and the image is updated throughout the portal. After an image has been uploaded, you can revert back to the default image at any time by clicking the Reset link.
DEFAULT TRAINING IMAGE PREFERENCES
Admin > Tools > Learning > Learning Preferences > Default Training Image Preferences LEARNER HOME PREFERENCES (continued)
Modality Training Type
Watch • Online Course
• Video
Read • Material
Attend • Event
Collections
• Curriculum
• Playlists
• External Content
• Program
Listen Not assigned
Practice • Tests
Modality Preferences
The Modality Preferences page lets you configure the default modalities for new training by training types. There are 6 types of Modalities: Watch, Read, Attend, Collections, Listen, and Practice.
The default settings on the Modality Preferences page is:
Editing Courses
The modalities for existing courses can be edited manually, individually through the Course Console, or using the bulk edit feature in the Course Catalog.
These settings can be changed for all newly created trainings.
Modalities are a filtering option that allow users to discover training based on the way the training is consumed.
For example, a Material with an uploaded audio file would have a modality of “Listen”.
The Feature Activation Preferences page allows you to turn on and off the Filter by Modality option in Learning Search. Filter by Modality is currently an Early Adopter.
MODALITIES
Admin > Tools > Learning > Learning Preferences > Feature Activation Preferences Admin > Tools > Learning > Learning Preferences > Modality Preferences
Subjects
On the Learner Home page there’s a carousel specific to subjects called Inspired by Your Subjects. A learner can select specific subjects or be recommended subjects based on prior learning they’ve completed. After they’ve selected their subjects, the carousel recommends learning based on the subjects selected.
Additionally, the Learning Search page has a Subject filter which learners can also use to view training tied to specific subjects.
It’s recommended to add subjects to your training, so when a user is selecting their subjects or viewing the carousel there are recommendations for them. The best way to add subjects to your training is using the Batch Edit option in the Course Catalog. If you haven’t created any subjects in your portal, you can do so from Subject Management (Admin > Tool > Learning > Catalog >
Subjects).
Training Hours
On the Learner Home page duration is displayed on tiles where the training hours for the training are greater than zero. On the Learning Search page, learners can use a Duration filter to see results for training based on the time selected. Additionally, the Learning Search page has a search bar where learners can search by title, description, and keywords.
We recommend that you start adding training hours along with accurate titles, descriptions, and keywords to your training items so when your learners search they get accurate and relevant results. The best way to add this data is via the Course Console.
Images
On the Learner Home and Learning Search pages, each training item has a thumbnail image displayed. By default, an image will be assigned to each training type. The image defined can be found in the Default Training Image Preferences page. For example, you could set a specific image that applies to all videos, including newly created videos and existing videos.
Each training item can be configured to display a custom image, which overrides the default training type image. This custom image can be enabled on the General page when editing training within the Course Catalog.
GENERAL ADMINISTRATION
GENERAL ADMINISTRATION (continued)
Availability
The Learner Home page includes eleven carousels. Three of these carousels – Required, Suggested, and Featured – are defined by the Availability Types set within the Course Catalog/
Course Console. Each of these categories can be set to any of the user or organizational units added to a training item’s availability, allowing independent user access. Once a type is set, that training will appear in the corresponding carousel for learners that meet the availability criteria.
LEARNER EXPERIENCE
LEARNER HOME
User Profile
The User Profile on the top left of the page lets the learner quickly see their all-time learning completions, badges, and hours. In one click, they can access their Transcript, Universal Profile, or selected Subjects, which help power their recommendations.
Completions: Displays the total number of all-time learning completions. The number excludes any removed or archived learning. Completions will only display if the learner has the Bio About - View permission. If the Completions link is clicked, the learner is re- directed to their completed Transcript.
Hours: Displays the total number of all-time learning hours. This is calculated by taking the sum of the learning hours of all learning that is in a status of completed, and includes archived and non-standalone learning (i.e. child learnings found within a Curriculum).
Hours will only display if the learner has the Bio About - View permission. If the Hours link is clicked, the learner is redirected to their completed Transcript.
Badges: Displays the total number of all-time badges the learner has earned. This includes both Learning and Feedback badges. Badges will only appear if the learner has the
Snapshot – Badges permission. If badges is clicked, the learner is re-directed to their My Badges Snapshot page.
Carousels
The Learner Home page can be configured to display eleven carousels. A carousel only appears if a learner has a recommendation or has taken an action that would cause the carousel to show. These training items are based off the learner’s history, saved training, admin-defined, interested subjects, and recommendations powered by machine learning. Each carousel can have up to twenty training items displayed, with the exception of Saved for Later. Carousels can be configured in the Learner Home Preferences page (Admin > Tools > Learning > Learning Preferences > Learner Home Preferences).
LEARNER HOME (continued)
Carousels (continued)
Learners can browse through the following Learner Home carousels, if available on the page. To the right of the training sidebar and user profile, learners can browse:
• Custom Banner
• Continue Learning
• Saved for Later
• Top Picks for TRAINEE.FIRST.NAME
• Trending for Your Position
• Inspired by Your Subjects
• Most Popular
• Featured
• Suggested
• Required
• Playlists for TRAINEE.FIRST.NAME
The Featured, Suggested, and Required carousels will filter out learning that has been previously completed or is present on a user’s Transcript. To learn more about carousels, see the Carousels document included as part of the Learning Experience Platform Adoption Kit.
Your Subjects
Learners will see the Inspired by Your Subjects carousel based on the subjects they’ve selected as being interested in. In order for this carousel to appear, learners must first select subjects.
When a learner first comes to the Learner Home page, the banner towards the top of the page is the first prompt to help learners start adding subjects.
When a learner clicks the Add Subjects icon, a flyout appears with up to twenty recommended subjects, the ability to search for subjects, and a Browse tab which lets them browse all active subjects that are associated with the learning the learner has availability to. The available recommended subjects and searching for subjects will also respect the learner’s training availability. Learners can use predictive search to find their own subjects as well. If a learner has already added subjects via the Universal Profile, those will appear here, and if the user selects a subject from Learner Home, the subjects will appear in their Universal Profile. Once subjects have been selected, the banner refreshes to the banner settings enabled on the Learner Home Preferences page
LEARNER HOME (continued)
Sidebar
The training sidebar provides learners with a place to view a prioritized list of the training they are required to take. Up to ten training items total will be displayed in all three sections. For example, if you have ten past due trainings, this means that only the Past Due section would appear, and Due Soon and Assigned / No Due Date would not be displayed.
Your Languages: User defined language filters allow learners to determine the courses that appear in the Learner Home carousels based on configured languages.
Your Playlists: Learners will observe details related to their Playlists, navigate to their Playlists page, and create new Playlists.
Transcript View: Learners can see the total number of training items in each section and access their transcript using the View link.
Past Due: Displays training that has a due date when the due date is less than the current date. The training with the most number of days past due will display at the top. If nothing is past due, this section will not be displayed.
Due Soon: Displays training that has a due date when the due date is greater than or equal to the current date. There is no limit to how far out the due date can be. The training item with the earliest due date will display at the top. If nothing is due soon, this section will not be displayed.
Assigned / No Due Date: Displays training that was assigned without a due date. The training item that was most recently added to the learner’s transcript will be displayed at the top.
The Sidebar includes the following types of training:
• Certification
• Curriculum
• Cohort
• Event
• Library
• Material
• Online Class
• Posting
• Quick Course
• Session
• Test
• Video
LEARNING SEARCH
The Learning Search page lets learners find all the training they need in one place. With
advanced search and filter options, learners can use predictive search to enter a value in the text box and the results search across titles, descriptions, and keywords. If searching doesn’t do the trick, learners can use filter options including duration, type, subject, rating, provider, language, and mobile-enabled to easily find exactly what they’re looking for.
If a learner already has the training on their Transcript page, the tile will display the current primary action on the learner’s Transcript (e.g. Launch), so they can take action directly from this page. If they find a training item they want to take but don’t want to request it yet, they can use the Save for Later option using the three dots at the bottom of each tile. Learners can quickly access the Event Calendar to find sessions using the Event Calendar button.
Learners can access the Learning Search page directly from the Learner Home page or as a link under a navigation tab.
The available training types that can display on the page include:
Curriculum Event Library Material Online Class
• Playlist Program Quick Course TestVideo
You can filter by duration, type, modality, subject, rating, provider, language, and mobile-enabled.
The filter values that appear are based on the results from the search.
Modality: Allows users to filter training based on the way the training is experienced.
Four options are available Attend, Collections, Read, and Watch. This filter option can be enabled in the Learning Search Preferences page.
Subjects, Provider, and Language filters: Values will be determined based upon search results and the subjects, providers, and languages in the portal. Language filters will not display if only one language matches the training returned from the search.
Mobile-Enabled: The Mobile-Enabled toggle filter only appears if the search results returned mobile-enabled training. When toggled on, only training that is mobile-enabled will display.
