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Description
Description
The Open Education Data Dashboard uses the term "Adoptions" to refer to to email requests for adoption/enrollment updates that are sent out to instructors through the Data Dashboard.
Adoption/Enrollment Requests and Completed Adoptions and Enrollments can be managed under the Adoptions shortcut of the Dashboard.
Create a New Adoption Request
Create a New Adoption Request
Click on the + New Adoption Request button.
Step 1: Details
Add a Name for the request. For instance, you might name the request to match a Faculty Group name or a semester's end.
Add a Deadline.
Check the following boxes as needed:
Tracking incentives/payments
For Systems/Consortiums decide if you want your recipients' institutions to make updates to the request for their individual recipients.
For institutions that are part of a System/Consortium decide if you want your System/Consortium to make updates to the request
Add notes if desired (only admins can see the notes).
Step 2: Communications
Enter the date you want the Dashboard to send participants the Adoption/Enrollment request email invitation.
The part of the email invitation contained within the white box is editable by you. Edit the email text as desired. If you'd like to save the text as the default text for future invitations, select the Save as default for all Adoption Request invitations checkbox.
You can ask the Dashboard to send request reminder emails to participants. To do so, click on the + Add Reminder button and select a date to send the reminder(s).
The part of the reminder email contained within the white box is editable by you. Edit the email text as desired. If you'd like to save the text as the default text for future reminders, select the Save as default for all Adoption Request reminders checkbox.
Step 3: Survey
If you'd like to ask participants to also complete a survey, check the Include survey checkbox.
Select from the Question Bank to preview the available questions and response structure.
To add a question from the list to your survey, select the question and click the Add Selected Question ↓ button. You can add as many questions as needed from the Question Bank.
To save the current survey as the default survey for this request type, check the Save as default survey for Adoption Requests checkbox.
Step 4: Participants
Select the Group(s) (and, for systems/consortia, institutions) that you'd like to select participants from.
If you'd like to filter out people who've been contacted or have been updated recently, select the Only include people checkbox and either without adoption/enrollment updates or who haven't been contacted options, then select a date.
Click the Update List button.
Unselect anyone on the list to whom you don't want to send a Review Request to.
To reset the list of possible participants, click the Change Filters button and restart the process.
Click the Preview button to see a summary of the Review Request, then click the Send / Schedule button to complete the process.
To edit an Adoption Request or to view a summary of a completed Adoption Request, navigate back to the Reviews shortcut and click on the name of the Review Request.
To view progress and details about who has completed the Adoption Request, click the number tally in the Completed column. This is also where you can change the deadline for recipients on an individual basis, by clicking on the date listed in the Deadline column.
You can also copy the the custom URL for an individual participant by clicking on the Copy URL button under the Status column, or Resend the Invite from the Dashboard.
Adoptions
Adoptions
From the Adoptions tab you can get a quick view of the Course Name, Faculty, Institution (for Consortia/Systems), Total Enrollments, Total Savings, and the Last Active date.
By clicking on the Course Name or Faculty name, you can see the adoption record.
Each adoption record can include information about the title of the adopted OER(s), the title of the replaced textbook(s), the cost of the replaced textbook(s), the first year of adoption, and the Faculty Group(s) to attribute the adoption to.
For each adoption, you can edit enrollment numbers for each academic term.
You can also create your own tags to help organize your data in reports. Tags can be viewed and edited under the Tags tab in the Settings shortcut.
While the system automatically tracks when the instructor's adoption and enrollment data was last updated, you can also change that date manually.
Adoption information can be captured using an Adoption Request that is sent to your faculty, and you can also manually add this information to your Dashboard.
You can add Adoptions by linking them to a Faculty Profile, adding them to a Course with No Specific Instructor, or by Importing Adoptions from a .csv template.
Adding Adoptions from a Faculty Profile
Adding Adoptions from a Faculty Profile
If your Faculty member already has at least one adoption associated with their Profile, they will appear in the Adoptions Shortcut under the Adoptions Tab. If you are adding the first Adoption to a Faculty Profile, locate the Faculty member from the Faculty Shortcut first.
Click on the Faculty Name in the Adoptions Tab or locate your Faculty from the Faculty Shortcut.
Click on the + Course button, fill in the Course Name, and Click Save.
Click on the + Adoption button and enter the adoption details including the OER Title, Replaced Textbook Information and Cost, Academic Starting Term, any Groups you want to attribute this adoption to, and any Tags you want to add.
Repeat these steps to add an additional adoption to a course in which more than one OER has been adopted.
Adding a New Adoption from the Adoptions Tab
Adding a New Adoption from the Adoptions Tab
Click on the + Adoption button and select New Adoption.
Fill in the Course, Faculty, and Institution (for Consortia/Systems).
Select a Faculty Profile from the dropdown menu (this means the Faculty member will already have at least 1 adoption associated with their profile)
OR
Choose No Specific Instructor if you are tracking Adoption data by Course and not Faculty
Click Submit
Your Course should now appear in the Adoptions Table. Select the Course Name to Add the Adoption.
Click on the + Adoption button and enter the adoption details including the OER Title, Replaced Textbook Information and Cost, Academic Starting Term, any Groups you want to attribute this adoption to, and any Tags you want to add.
Repeat these steps to add an additional adoption to a course in which more than one OER has been adopted.
Importing Adoptions from the Adoptions Tab
Importing Adoptions from the Adoptions Tab
Click on the + Adoption button and select Import Adoptions.
Follow the instructions to download the Template. Then add a row for each adoption you would like to import. Once done, save the file and then return to the Import Adoptions screen.
Upload the completed file and click Import.
Enrollments
Enrollments
From the Enrollments tab, you can view the Course Name, Faculty, Institution (for Consortia/Systems), individual Terms, Total Enrollments, and Total Savings.
From the Enrollments tab, you can also quickly enter in enrollment information for each Course or Faculty member listed in the table.
You can filter by Institution, Faculty, Group, Tag, Year, or Search by Name.
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