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Merge pull request #396 from edx/markhoeber-doc1877
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Doc for CCX
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mhoeber committed Jun 17, 2015
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1 change: 0 additions & 1 deletion en_us/course_authors/source/building_course/index.rst
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textbooks
establish_grading_policy
course_rerun
custom_courses
export_import_course
31 changes: 31 additions & 0 deletions en_us/install_operations/source/configuration/enable_ccx.rst
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.. include:: ../links.rst

.. _Enable CCX:

####################################
Enabling Custom Courses
####################################

To enable designated users to create custom courses (CCX) on your instance of
Open edX, you must configure the ``server-vars.yml`` file in the edX platform.

.. Note::
Before proceeding, review :ref:`Guidelines for Updating the edX Platform`.

#. Stop the LMS server.

#. Create or update the file ``/edx/app/edx_ansible/server-vars.yml`` to
include the CCX feature flag.

.. code-block:: yaml
EDXAPP_FEATURES:
CUSTOM_COURSES_EDX: true
3. Run the command ``/edx/bin/update``.

.. code-block:: bash
sudo /edx/bin/update edx-platform <your-branch-name>
4. Restart the LMS server.
1 change: 1 addition & 0 deletions en_us/install_operations/source/configuration/index.rst
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edx_search
enable_certificates
enable_badging
enable_ccx

2 changes: 2 additions & 0 deletions en_us/install_operations/source/front_matter/change_log.rst
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* - Date
- Change
* - 16 June 2015
- Added the :ref:`Enable CCX` section.
* - 8 June 2015
- Added :ref:`Enable edX Search`.
* -
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establish_grading_policy
creating_course_certificates
course_rerun
custom_courses
export_import_course
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* - Date
- Change
* - 16 Jun 2015
- Added the :ref:`Creating a Custom Course` section.
* - 10 Jun 2015
- Added the :ref:`view_not_yet_enrolled` section.
* - 8 Jun 2015
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Creating a Custom Course
########################

Custom Courses for edX (CCX) is an edX feature for re-using course
content. CCXs allow course staff to run some or all of
an existing course for a group of students on a new schedule.
CCXs may only contain content from an existing course; they do
not function as a course authoring tool. All CCX features are
configurable in edX Learning Management System by a CCX Coach,
a role created by a course Instructor.

There are three roles associated with a CCX.

- Instructors created the existing course and have privileges to
create CCX Coaches.
- CCX Coaches select content from the existing course for the CCX.
Coaches also enroll students, set start and due dates for their
scheduled content, and manage grading policy for the CCX.
- Students take the CCX viewing the selected content on the
specified schedule.
This topic describes custom courses on the edX platform (CCX).

.. contents:: Section Contents
:local:
:depth: 1

**************************
Overview
**************************

You can create a custom course in the edX platform (CCX) to reuse course
content. By using a CCX, you can run some or all of an existing course for a
group of students on a new schedule.

A CCX can contain only content from an existing course; you cannot author new
content in a CCX.

**************************
Enabling CCX for a Course
Custom Courses and Roles
**************************

CCX for a course is disabled by default. It is enabled in Studio.
There are three roles involved in creating and running a CCX.

* **Instructors** create the existing course and have privileges to create CCX
coaches for their course.

* **CCX Coaches** select content from the existing course for the CCX. CCX
coaches also enroll learners, set start and due dates for their scheduled
content, and manage the grading policy for the CCX.

* **Learners** take the CCX and view the selected content on the specified
schedule.

************************************************
Enable Custom Courses for an Existing Course
************************************************

CCX for a course is disabled by default.

You enable CCX in Studio. Ensure you have access to the course in Studio, then
complete the following steps.

#. In Studio, from the **Settings** menu, select **Advanced Settings**.

#. Find the ``Enable CCX`` key and change the value to ``true``.

1. Ensure you have Studio access to the course.
#. Open the course in Studio and navigate to ``Advanced Settings``
from the ``Settings`` menu.
#. Find the ``Enable CCX`` setting and change it to ``true``.
#. Click ``Save Changes``.

You can now add a CCX Coach.
You can now add a CCX coach.

*******************
Adding a CCX Coach
Add a CCX Coach
*******************

The first step to create a CCX is for an instructor to
create a CCX Coach in an existing course. At this time, a CCX can
have only one coach.
The first step to create a CCX is to create a CCX coach in an existing course.
A CCX can have only one CCX coach.

You add a CCX coach through the Instructor Dashboard in the LMS. Ensure you
have Instructor access to the course.

1. Ensure you have Instructor access.
#. Ensure that the new CCX Coach has registered with the LMS.
#. From the **instructor** tab select **Membership**.
#. If the CCX Coach is not already enrolled in the course, enroll
them now.
#. In the **Administration List Management** section, select **CCX Coaches**
from **Select an Administrator Group**.
#. Enter the coach's username or email and select **Add CCX Coach**.
In addition, ensure that the new CCX coach has registered in the LMS and
enrolled in the course.

When the CCX Coach next logs into the LMS, the **CCX Coach** tab will
be visible. The CCX Coach dashboard is not accessible by the instructor.
#. In the LMS, from the **Instructor** tab select **Membership**.

#. In the **Administration List Management** section, from **Select an
Administrator Group**, select **CCX Coaches**.

#. Enter the CCX coach's username or email address and select **Add CCX
Coach**.

When the CCX coach next logs into the LMS, the **CCX Coach** tab will
be visible. The CCX coach dashboard is not accessible by the instructor.

***************************
Creating the Custom Course
Create the Custom Course
***************************

1. Ensure that you are a CCX Coach.
#. Select the **CCX Coach** tab.
#. From the CCX Coach Dashboard, enter the name for your CCX
and select **Coach a new Custom Course for edX**.
#. Once your CCX is created, you will be re-directed to the
full CCX Coach Dashboard.
When you have been made the CCX coach for a course, you can then access the
course and create a CCX.

#. In the LMS, select the **CCX Coach** tab.

#. From the CCX coach Dashboard, enter the name for your CCX, then select
**Coach a new Custom Course for edX**.

#. When the CCX is created, you are re-directed to the full CCX coach
Dashboard.

.. note::
When choosing a CCX name, consider that the name should
When entering a CCX name, consider that the name should
distinguish your CCX from other CCXs based on the same course.

You can revisit your CCX by opening the original course and clicking
You can revisit your CCX by opening the original course and selecting
the ``CCX Coach`` tab.

************************
The CCX Coach Dashboard
************************

CCX Coaches don't have the same level of access and control over content
that course instructors have, and do not have access to
the instructor tab. The CCX Coach dashboard provides the interfaces to
manage their CCX. The CCX Coach dashboard contains four tabs, described
in the following sections.
The CCX coach Dashboard provides the tools for you to manage the CCX. The CCX
coach Dashboard contains four tabs, described in the following sections.

.. note::
CCX coaches don't have the same level of access and control over content that
course instructors have, and do not have access to the Instructor Dashboard.

============
Schedule Tab
============

The Schedule tab allows the CCX Coach to select the course content
from the original course that the CCX will deliver. The drop-downs
allow the coach to drill down through the course elements to select
an item from anywhere in the content hierarchy and add those items
in the sequence of their choice. Select **add all units** to include
all of the source course's content.
On the **Schedule** tab, you select the course content from the original course
that is to be included in the CCX.

Use the drop-down lists to drill down through the course content and
select an items from the content hierarchy. You then add those items in
the order needed.

Each item can optionally have its own start and due dates. These dates
can be selected either before or after items are added to the CCX
content hierarchy. Once items are added their start and due dates
can be edited by hovering over or selecting that space on the CCX
content hierarchy.
Select **add all units** to include all of the source course's content.

All changes are temporary until **Save changes** is selected.
You can configure each unit to have its own start and due dates. You can select
these before or after you add the unit to the CCX . After units are added, you
can edit their start and due dates by hovering over or selecting that space on
the CCX content hierarchy.

Select **Save changes** to save the content you configured.

==============
Enrollment Tab
==============

The Enrollment tab contains controls to invite and manage the
students for the CCX. Use **Student List Management** to add
individual students who are already registered on the platform.
Students added in **Batch Enrollment** will receive an email
invitation if **Notify users by email** is selected. Students
are automatically enrolled in the CCX when they accept their
invitation.
The **Enrollment** tab contains controls to invite and manage learners. Select
**Student List Management** to add individual students who are already
registered on the platform.

To have students added in through Batch Enrollment receive an email invitation
to the CCX, select **Notify users by email**. Students are automatically
enrolled in the CCX when they access the invitation.

=================
Student Admin Tab
=================

The Student Admin tab contains links to view the gradebook and
download student grades.
You use the **Student Admin** tab to view the gradebook and download student
grades.

==================
Grading Policy Tab
==================

The Grading Policy tab allows CCX Coaches to modify the grading
policy. A CCX coach can modify the grading policy of the underlying
Use the **Grading Policy** tab to modify the grading policy for the CCX.

A CCX coach can modify the grading policy of the underlying
course for their CCX.

.. note::
Only attempt this if you are confident that you understand
how your changes will affect grading. Modifying the grading
As a CCX coach, you can modify the grading policy of the original course on
which the CCX was based. Only attempt this if you are confident that you
understand how your changes will affect grading. Modifying the grading
policy can make your CCX unusable.

The grading policy is in JSON format. Verify that it is well-formed
before selecting **Save Grading Policy**.

*********************
System Administrators
*********************

=====================
What does CCX change?
=====================

CCX makes a number of changes to the edX platform. It is
outside the scope of this document to describe them in detail,
but here are a few of the most important.

- CCX exists only in LMS. There is no Studio configuration.
- CCX makes no changes to the course XML(OLX).
- Once enabled, CCX is available for all courses.

=======================
System Installation
=======================

Enable CCX by making this change to the edx-platform.

1. Create or update ``/edx/app/edx_ansible/server-vars.yml`` to include
the CCX feature flag.

.. code-block:: yaml
EDXAPP_FEATURES:
CUSTOM_COURSES_EDX: true
2. Run ``/edx/bin/update``

.. code-block:: bash
sudo /edx/bin/update edx-platform <your-branch-name>
You can now start lms and use CCX.

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