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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.ucla.edu
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 wont 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 site-administrator role
By trimming site-admin
permissions
standard admin view

limited admin view
Possible intersection points
Site con鍖g 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



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
Customizing is hard
!



Everything is connected



Roles & capabilities dont live in a vacuum
Con鍖guration settings trump permissions
No
Vicious cycle
Change

Rollback

For 3 Years!

Report
problem
Case study (contd):
Manager role in Moodle 2.0



Role between site admin and editing teacher



Something we can assign at category level and
site level
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
Scaling manager role


Site con鍖gs tied to abilities



Grades => Site con鍖g




Backup/Restore/Import => Site con鍖g

Course settings => Frontpage settings

Disallow dangerous actions


Bulk user actions
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
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
What do you need to
succeed?
1. Experience in role management
2. Ability and willingness to make code
modi鍖cations to scale roles
3. Tools to support roles
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!


Delegate enrollment to local support



Enrollment key
Wouldnt 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
Invitation enrollment


Track who uses invitation



Granular role assignment



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

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


To scale or 鍖t 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
Q&A / Contact
Deborah Kearney
CCLE Support Coordinator
dkearney@oid.ucla.edu
Rex Lorenzo
CCLE Lead Developer
rex@oid.ucla.edu
際際滷s: http://www.slideshare.net/rexlorenzo

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