Building Online Learning Environments That Work

Building Online Learning Environments That Work
Brian Pichman | Evolve Project
@BPichman
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Goals for today
Welcome
Based on an implemented training project to train call center employees, join Brian Pichman as he uncovers the tips and tricks to building an
online learning environment. We will be using Canvas as the platform for the discussion - learn how to create and build course content in an
effective delivery to retain information. This is great if you need to train employees or you wish to train your community on general skills.

Evolve Project | Brian Pichman
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Do you use one?
What is an LMS? !
LMS

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An efficient way to distribute educational content with assessments
Learning Management System !
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System
Software program that creates,
manages, and delivers “eLearning”
Learning
Allows for the delivery of
educational resources through
course content – videos, text,
assessments
Management
Provides a method to organize, report, and store
information so its digestible to end users.

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Something for you
Core Components of a LMS !
Needs the ability to
restrict access,
provide
individualized
logins, and a way to
manage enrolments.
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Access
Controls
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Hosting
of Content
A LMS will be
hosting all sorts of
content; from PDF s,
videos, Webpages,
and PowerPoints.
Content is often
restricted based on
user/course and
must be accessible
quickly and easily
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Reporting
& Tracking
A LMS should be
able to track access
of content, providing
metrics of success in
the course, and
monitor
participation.
%
Communication
Channels
The LMS should
allow a platform for
end-users to
communicate with
each other and/or
instructors.
&
Assignments
& Assessments
In order to gage
retention and
understanding of
information, there
should be a delivery
of assignments and
assessments to
measure success of
the course AND its
users.

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• Interviewing Mechanism
(Full-Time or Volunteers)
• Employee or User Orientation
(On-Boarding)
• Employee Training or Refresher Training
• Knowledge Retention
• Competency Based Education
How can you use an LMS in your library?
Why you should implement an LMS
Use Cases !

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These are crucial tools to use within your LMS
Core Modules !
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Administrator Modules
These are so for tracking individual progress or
monitoring trends for the whole group. Statistics and data
should be looked at to make informed decisions.
Learning Modules
These would comprise
of anything from study
materials or other
exercises. Within this is
course management
and when to
administrator
courses/assignments
and tests.
Communication Modules
These would be anything
from Forums, Wikis,
Chats, Emails, Discussion
Boards, Posting of
Announcements, or
running a ”webinar”

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• Instructional Designer or Course Designer – person who
designs the course, organizes content (sometimes will
develop the learning content)
• Instructor or Trainer – person who either takes pre-built
content or builds it themselves and monitors progress plus
leads any coaching activities, grades, etc.
• Learning Administrator – person who manages the admin
side of the LMS. This could also be your systems engineer.
How would you describe the “team” behind an LMS
Who is who in an educational environment team
Terms: Titles and “Organization” !

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• Enrollment – putting users into the courses
• Course Clone/Copy – copy an existing course to a new course
Usually when copying, if you have due dates, they can match the new
date range.
Methodologies of Training:
• Self Service – users are enrolled and closely monitored to be
completed at same date
• On Demand - users join when they want and monitored as needed
• Instructor Lead – Specific due dates, learning sessions, and more
interactions with instructor to participants
General Terms to Describe Management Processes
What are those “buzz” words within an LMS Environment?
Terms: Processes !

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Lots of Planning Is Needed

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What you should expect to find in a typical course
Basic Layout !
Modules Think of modules as containers of information. They can be grouped by
“topic” or by “Week/Month”.
Each Module should contain the same structure. They should contain some
assortment of Learning Resources and Submissions.

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Basic Layout – what is in a module !
Learning
Resources
• Study Guides such as PDFs
• Reading Materials
• PowerPoints that highlight information
• Recorded Lectures or Videos
• Plugins to 3rd Party Sites that provide some level of training and report
back scores/status

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Submissions Assignment/Activities/Assessments
• Submission of documents (Paper, Presentation, Videos, etc.)
• Discussion Boards for group collaboration or communication
• Announcements posted by instructor (usually for a “call to action”)
• Other Social Learning Activities: Wikis, Blogs, Podcasts, Journals, Surveys
which allow for more peer-review

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3rd Party
Plugins
Assignment/Activities/Assessments
Synchronous e-learning or virtual classrooms
• WebEx, Adobe Connect, Blackboard Collaborate
• Free and Open Source: BigBlueButton
Authoring / Plagiarism Checker
• TurnItIn, Vericite
Extended Platforms
• Voicethread, APIs into McGrawHill, Pearson, etc,
• Free and Open Source: Kaltura
Proctoring Tools
• Remote Proctor, Respondus

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BigBlueButton

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Kaltura

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There are lots of ways to deliver content to people…
Why Use an LMS For This? !
An LMS can increase
employee productivity
by giving them
something to do during
downtime.
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%| Productivity
Real Time Access
Morale
Cost Savings
Data DrivenCan provide real-time access anywhere around
the world*. Also allows for standardization of
materials and a single site for all resources.
Content MUST be clear and consistent.
Encouragement of sharing and
collaboration through the use of a
learning platform. Builds confidence
amongst the team. Can also be used
to gamify the workplace.
Can decrease training costs
through the “rinse and repeat”
method of training.
Monitor people’s progress and
skillset for core work functions,
promotion opportunities, and
core competencies overall for
the team.

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How this can work for you
LMS Benefits !
Competency Management
Identify core skills for each
position, and coach and train
to it.
• Phone System
• Putting Book Into System
• Circulation Process
Soft Skill Training
Diversity Training,
Communication Strategies,
Disaster Preparedness.
Role Management
Define roles and the
responsibilities needed for the
job and build modules to teach
to those. This can also track
maturity of an employee…as in
they have accomplished X
amount of training by X date.
Career Path
Start allowing access to
modules to expand their skill
sets – teach the skills needed
before the promotion.
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!

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Rolling Out Access to Modules
A l l O p e n A t O n c e
• T h i s i s u s u a l l y t h e d e f a u l t . U s e r s e n t e r
t h e c o u r s e a n d s e e e v e r y t h i n g t h e y
n e e d .
• T h i s a l l o w s f o r t h e m o s t i n d e p e n d e n t
w a y o f l e a r n i n g w i t h o u t t h e n e e d o f
c o n t i n u e d i n v o l v e m e n t o f i n s t r u c t o r s .
A d a p t i v e R e l e a s e
• T h i s m e a n s t h e n e x t s e c t i o n , m o d u l e , o r
e v e n r e a d i n g / a s s i g n m e n t i s n o t a v a i l a b l e
u n t i l t h e u s e r d o e s o r c o m p l e t e s
s o m e t h i n g .
E x a m p l e s :
• O p e n t h e R e a d i n g L i n k , t o g e t a c c e s s t o
l a t e r g e t a c c e s s t o a n e w R e a d i n g L i n k o r
P D F F i l e
• S c o r e a n 8 0 % o r h i g h e r t o g e t t o t h e
n e x t a s s e s s m e n t o r n e x t m o d u l e
• U p l o a d a n a s s i g n m e n t t o c o n t i n u e O R
c a n ’ t c o n t i n u e t h e i n s t r u c t o r g r a d e s t h e
a s s i g n m e n t .

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Different Software and Solutions
LMS Options !
Hosted (SaaS)
Self-Hosted (licensed)
Open Source
Usually self hosted
*SCORM complaint (meaning it can be used in
other platforms) shareable content object
reference model
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Blackboard
• One of the more
popular and widely used
• SaaS and Self-Hosted
Options

Canvas
• One of the most popular
Open-Sourced options
• SaaS and self-hosted
open source options
• F r e e S a a S o p t i o n s t o o !
• https://www.canvaslms.c
om/try-canvas

Moodle
• Open Source
• https://moodle.org/de
mo/

Desire2Learn (Bright
Space)
• SaaS Platform
• https://www.d2l.com/tr
ial/

Adobe Captivate Prime
• SaaS Platform
• $4 a month per user

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Driving Your Vision

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Communication on Benefits
• Training Opportunities
• Promotion Support
• Survey “What do you want to learn more about”
Create Learning Buckets
• Which organizational group complete which
functions?
• Do you have existing training now?
Benefits and Creating Learning Buckets
Applications
Setting Up A LMS For Your Staff !
♥

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• On-Demand - Build required on-boarding training for new
employees and for each position.
• Divide your work buckets into 6 or 12 containers (so refresh
every six months or twelve months)
• Have a mix of customer service centric based training,
technical job function training, and process based job
training.
• Require due dates (end of each month) and assessment on
everything trained. If you do a one-off training for a new
phone system, have the training available within your
LMS and require everyone to complete the
assessment.
How to Launch Properly
Applications
On-Demand and Refresher Training !
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If the whole group fails an assessment:
• Was the training not sufficient?
If a person fails:
• How much time did they spend looking at the content? Did
they actually absorb the information or sped through it?
• Do they continually fail (bad performer)
What should you do if someone fails?
• Retake? Take a test with more questions after reviewing the
content in full again? Do an in person session, and then take
a full test?
Make test scores part of the annual performance review. High
performers will be easier to identify and tie to promotional
opportunities.
Benefits and Creating Learning Buckets
Applications
Data is Only Good If You Act On It !

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• Build test banks consisting of at least 20 questions.
• Each refresher should include at least 10 questions – pulling randomly from the test bank.
• Define a failure as scoring less than 80%.
• Everything should be due by the end of the month. No exceptions. If they don’t, its an assumed failure.
• If they fail, they must take either an in-person training or self-driven training and then complete the assessment with the full
test bank.
• If they fail multiple tests within a month – warning. If they fail multiple tests over multiple months – corrective action.
• Give people two chances to take and pass the test. Don’t show answers if they fail, but show what they got wrong.
• When they take it a second time, they will be presented with some different questions. Ensures they re-studied.
How to Launch Properly
Applications
Ideal Processes for Best Outcomes !

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Use of Makerspaces
• Build a course with training content and partner with an in-
person training. The assessment could be based for safety,
understanding of the technology, and acting as a owner. This
helps validate “they know and accept the rules and
responsibilities of use”
Continued Education
• Build courses for job aids, how to use XYZ, etc. This will allow
less staff involvement unless a hands-on need is identified. It
can also open doors for people who are uncomfortable
asking for help and this gives them an opportunity to learn
independently.
How Can Patrons Use a LMS?
Applications
Patrons !

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Sites to use
Resources
LMS White Paper: Leverage your LMS to Predict Success and Persistence
http://ns.eab.com/leveraging-your-lms?WT.ac=GrayboxA_SSCC_CG-Whitepaper_DataManagement_LMS_x_2018Q1_x_DirectWeb
Choosing an LMS (slightly outdated, but a good benchmark)
https://www.elearninglist.com/whitepapers/1269AGuidetoChoosingtheRightLMSforYourOrganization-byOxagile.pdf
Project Plan for LMS Migration (long but really well detailed)
https://it.umn.edu/sites/it.umn.edu/files/umnlmsreview.docx.pdf

Test Drive – Create An Account! https://canvas.instructure.com/login/canvas
Build Your Own: https://github.com/instructure/canvas-lms/wiki

Something for visual people
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Set Ups For Canvas !
You will want to create different
types of content for all learning
styles – reading, watching,
interacting.
Create Content
Lesson Content
You will want to Publish the
course (and choose the default
“home page”. You can also enable
self-enrollment in settings*
Publish/Enrollments
Go Live
You will be able to create a free
account – 250MB is included
free for storage of content
Account Creation Is Free
Create Account
Make sure you can measure the
effectiveness of the training as
well as the retention of
information
Create Assessments
Grading

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Publishing and Self Enrollment
Self Enrollment:
*Go To Settings -> More Options ->
Enable Self Enrollment
https://canvas.instructure.com/enroll/W3EM79

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Feel free to reach out!
Questions / Contacts !
815-534-0403
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www.evolveproject.org
bpichman@evolveproject.org
#
Twitter: @bpichman
linkedin.com/in/bpichman
slideshare.net/bpichman
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Building Online Learning Environments That Work

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