11i Oracle Learning

Management Fundamentals
Student Guide

D17478GC11
Edition 1.1
May 2005
D42038

Copyright Oracle Corporation, 2005. All rights reserved.

This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights
and the following legend is applicable:
Restricted Rights Legend
Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in
Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the
Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or
criminal penalties.
If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with
Restricted Rights, as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).
The information in this document is subject to change without notice. If you find any problems in the documentation, please report
them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA 94065.
Oracle Corporation does not warrant that this document is error-free.
Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation.
All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.

Authors
Jeffrey Erickson, Louise Barnfield, Hema Hardikar, Parampreet Kaur, Michael Bailey, Gowri
Arur, Louise Raffo, Juliette Fleming
Technical Contributors and Reviewers
David Millin, Ole Lunddahl, Peter Robson, Stephen Armbruster, Scott Morris, Dharma Mulia,
Anupma Sud, Hiteshbhai Shah, Mark Rowe

This book was published using:

oracletutor

Table of Contents
Learning Management Overview...................................................................................................................1-1
Learning Management Overview ..................................................................................................................1-2
Objectives ......................................................................................................................................................1-3
Topics ............................................................................................................................................................1-4
Overview .......................................................................................................................................................1-5
Learning Management Tasks.........................................................................................................................1-6
Features .........................................................................................................................................................1-7
Catalog...........................................................................................................................................................1-8
Learning Paths ...............................................................................................................................................1-9
Content ..........................................................................................................................................................1-10
Tests...............................................................................................................................................................1-11
Resources.......................................................................................................................................................1-12
Enrollments....................................................................................................................................................1-13
Learner Interface............................................................................................................................................1-14
Manager Interface..........................................................................................................................................1-15
Internal Learning ...........................................................................................................................................1-16
For-Profit Learning........................................................................................................................................1-17
Decisions ...........................................................................................................................................................2-1
Decisions .......................................................................................................................................................2-2
Overview .......................................................................................................................................................2-3
Planning.........................................................................................................................................................2-4
Decisions .......................................................................................................................................................2-5
Integration Decisions.....................................................................................................................................2-6
Content Decisions..........................................................................................................................................2-7
Decisions on Competencies...........................................................................................................................2-8
Enrollment Decisions ....................................................................................................................................2-9
Resource Decisions........................................................................................................................................2-10
Summary........................................................................................................................................................2-11
Implementation I: Introduction and Flexfields.............................................................................................3-1
Implementation I: Introduction and Flexfields ..............................................................................................3-2
Objectives ......................................................................................................................................................3-3
Topics ............................................................................................................................................................3-4
Overview .......................................................................................................................................................3-5
The OLM Implementation Process................................................................................................................3-6
Flexfields .......................................................................................................................................................3-7
Key Flexfield Structure .................................................................................................................................3-8
Training Resource Key Flexfield...................................................................................................................3-9
Segment Reuse ..............................................................................................................................................3-10
Practice - Configuring the Training Resource Key Flexfield ....................................................................3-11
Solution - Configuring Training Resource Key Flexfield..........................................................................3-12
Descriptive Flexfields....................................................................................................................................3-17
Implementation II: Administration and Organizations ...............................................................................4-1
Implementation II: Administration and Organizations .................................................................................4-2
Overview .......................................................................................................................................................4-3
Setting Up Users............................................................................................................................................4-4
Lookups .........................................................................................................................................................4-5
Lookup Access Levels...................................................................................................................................4-6
Lookups in OLM ...........................................................................................................................................4-7
Practice - Defining Lookup Tpes and Lookup Values...............................................................................4-8
Solution - Defining Lookup Types and Lookup Values ............................................................................4-9
Defining a Business Group............................................................................................................................4-11
Copyright Oracle Corporation, 2004. All rights reserved.

11i Oracle Learning Management Table of Contents

Defining Training Organizations...................................................................................................................4-13

Creating Locations.........................................................................................................................................4-14
Implementation III: Catalog and Content.....................................................................................................5-1
Implementation III: Catalog and Content ......................................................................................................5-2
Overview .......................................................................................................................................................5-3
Delivery Modes .............................................................................................................................................5-4
Categories and Courses .................................................................................................................................5-5
Class and Enrollment Statuses.......................................................................................................................5-6
Automatic Waitlisting....................................................................................................................................5-7
Practice - Configuring Automatic Waitlisting ...........................................................................................5-8
Solution - Configuring Automatic Waitlisting ..........................................................................................5-9
Learners and Training Managers ...................................................................................................................5-11
Content Server Setup .....................................................................................................................................5-12
SCORM Adapter Setup .................................................................................................................................5-13
Competency Setup.........................................................................................................................................5-14
Implementation IV: Finance and Folders .....................................................................................................6-1
Implementation IV: Finance and Folders ......................................................................................................6-2
Overview .......................................................................................................................................................6-3
Financial Setup ..............................................................................................................................................6-4
Interface to Your Financial System ...............................................................................................................6-6
Managing Currencies.....................................................................................................................................6-7
Cross-Charging..............................................................................................................................................6-8
Reports...........................................................................................................................................................6-9
Folders ...........................................................................................................................................................6-10
Implementation V: Security and Integrated Applications ...........................................................................7-1
Implementation V: Security and Integrated Applications..............................................................................7-2
Overview .......................................................................................................................................................7-3
Menu Security ...............................................................................................................................................7-4
Financial Security ..........................................................................................................................................7-5
Enrollment Status Security ............................................................................................................................7-6
Access to Enrollment Windows.....................................................................................................................7-7
User Security .................................................................................................................................................7-8
Profile Options...............................................................................................................................................7-9
Order Management Integration Setup............................................................................................................7-10
Competency Setup.........................................................................................................................................7-11
Summary........................................................................................................................................................7-12
Catalog..............................................................................................................................................................8-1
Catalog...........................................................................................................................................................8-2
Objectives ......................................................................................................................................................8-3
Topics ............................................................................................................................................................8-4
Overview .......................................................................................................................................................8-5
Catalog Objects .............................................................................................................................................8-6
Categories ......................................................................................................................................................8-7
Practice - Creating a Category ...................................................................................................................8-8
Solution - Creating a Category ..................................................................................................................8-9
Courses ..........................................................................................................................................................8-11
Offerings........................................................................................................................................................8-12
Classes ...........................................................................................................................................................8-13
Learning Paths ...............................................................................................................................................8-14
Learner Access ..............................................................................................................................................8-15
Courses, Offerings, and Classes .....................................................................................................................9-1
Courses, Offerings, and Classes ....................................................................................................................9-2
Overview .......................................................................................................................................................9-3
Course Properties...........................................................................................................................................9-4
Copyright Oracle Corporation, 2004. All rights reserved.

11i Oracle Learning Management Table of Contents

ii

Learner Competencies ...................................................................................................................................9-5

Practice - Creating a Course ......................................................................................................................9-6
Solution - Creating a Course......................................................................................................................9-7
Offering Properties ........................................................................................................................................9-9
Resource Checklist ........................................................................................................................................9-10
Player Preferences .........................................................................................................................................9-11
Class Properties .............................................................................................................................................9-12
Class Statuses ................................................................................................................................................9-13
Changing Class Information ..........................................................................................................................9-14
Learning Paths.................................................................................................................................................10-1
Learning Paths ...............................................................................................................................................10-2
Overview .......................................................................................................................................................10-3
Learning Paths ...............................................................................................................................................10-4
Types of Learning Paths ................................................................................................................................10-5
Adding Components to a Learning Path........................................................................................................10-6
Dating a Learning Path ..................................................................................................................................10-7
Setting Competencies and Learner Access ....................................................................................................10-8
Subscription and Enrollment .........................................................................................................................10-9
Practice - Creating a Learning Path ...........................................................................................................10-10
Solution - Creating a Learning Path ..........................................................................................................10-11
Content Assembly ............................................................................................................................................11-1
Content Assembly..........................................................................................................................................11-2
Overview .......................................................................................................................................................11-3
Designing the Content Hierarchy ..................................................................................................................11-4
Creating the Content Structure ......................................................................................................................11-5
Managing the Content ...................................................................................................................................11-6
Creating Learning Objects.............................................................................................................................11-7
Setting Learning Object Properties: General Section ....................................................................................11-8
Setting Learning Object Properties: Content Location ..................................................................................11-9
Practice - Creating a Content Hierarchy ....................................................................................................11-10
Solution - Creating a Content Hierarchy ...................................................................................................11-12
Publishing a Learning Object ........................................................................................................................11-15
Player Prerequisites .......................................................................................................................................11-16
Practice - Adding Prerequisites and Publishing Learning Objects ............................................................11-17
Solution - Adding Prerequisites and Publishing Learning Objects............................................................11-18
Test Building ....................................................................................................................................................12-1
Test Building .................................................................................................................................................12-2
Overview .......................................................................................................................................................12-3
Test Model.....................................................................................................................................................12-4
Where Do You Create Tests? ........................................................................................................................12-5
Test Structure.................................................................................................................................................12-6
Creating Question Banks ...............................................................................................................................12-7
Practice - Creating a Question Bank..........................................................................................................12-8
Solution - Creating a Question Bank .........................................................................................................12-9
Creating Questions ........................................................................................................................................12-11
Creating Responses........................................................................................................................................12-12
Planning a Test Strategy ................................................................................................................................12-13
Creating Tests................................................................................................................................................12-15
Practice - Creating a Test...........................................................................................................................12-16
Solution - Creating a Test ..........................................................................................................................12-17
Practice - Modifying the Test Properties ...................................................................................................12-19
Solution - Modifying Test Properties ........................................................................................................12-20
Creating Quick Tests .....................................................................................................................................12-22
Analyzing Test Results..................................................................................................................................12-23
Import and Export...........................................................................................................................................13-1
Copyright Oracle Corporation, 2004. All rights reserved.

11i Oracle Learning Management Table of Contents

iii

Import and Export..........................................................................................................................................13-2

Overview .......................................................................................................................................................13-3
Importing and Exporting Objects ..................................................................................................................13-4
Specifications Supported by OLM ................................................................................................................13-5
Import Specifications.....................................................................................................................................13-6
Importing Content and Assessment Hierarchy ..............................................................................................13-7
Import Metadata and Content .......................................................................................................................13-8
Setting Import Options ..................................................................................................................................13-9
Setting the Content Location .........................................................................................................................13-11
Practice - Importing Content and Assesment Hierarchy............................................................................13-12
Solution - Importing Content and Assessment Hierarchy..........................................................................13-13
IMS Test Import ............................................................................................................................................13-15
Importing AICC Metadata.............................................................................................................................13-16
Export Specifications.....................................................................................................................................13-17
Using IMS and SCORM to Export................................................................................................................13-18
Practice - Exporting Content Metadata......................................................................................................13-19
Solution - Exporting Content Metadata .....................................................................................................13-20
Transferring Content......................................................................................................................................13-21
Resource Basics................................................................................................................................................14-1
Resource Basics.............................................................................................................................................14-2
Overview .......................................................................................................................................................14-3
Resources.......................................................................................................................................................14-4
Resource Types .............................................................................................................................................14-5
Setting Up Resource Types ...........................................................................................................................14-6
Entering Resources ........................................................................................................................................14-7
Consumable or Not? ......................................................................................................................................14-8
Defining a Supplier........................................................................................................................................14-9
Creating a Customer ......................................................................................................................................14-10
Practice - Creating Customers ...................................................................................................................14-11
Solution - Creating Customers...................................................................................................................14-12
Entering Instructors .......................................................................................................................................14-14
Resource Booking ............................................................................................................................................15-1
Resource Booking..........................................................................................................................................15-2
Overview .......................................................................................................................................................15-3
Methods for Booking Resources ...................................................................................................................15-4
Primary Venue...............................................................................................................................................15-5
Booking Resources Twice .............................................................................................................................15-6
Double-Booking Resources ...........................................................................................................................15-7
Managing Resources......................................................................................................................................15-8
Making Resources Unavailable .....................................................................................................................15-9
Practice - Booking resources .....................................................................................................................15-10
Solution - Booking Resources ...................................................................................................................15-11
Finance and Pricing.........................................................................................................................................16-1
Finance and Pricing .......................................................................................................................................16-2
Overview .......................................................................................................................................................16-3
Price Lists ......................................................................................................................................................16-4
Per Learner or Per Customer .........................................................................................................................16-5
Extending Price List Entries ..........................................................................................................................16-6
Changing Prices for Entries Within a Price List...........................................................................................16-7
Practice - Defining a Price List..................................................................................................................16-8
Solution - Defining a Price List .................................................................................................................16-9
Practice - Defining a Customer-Based Price List ......................................................................................16-11
Solution - Defining a Customer-Based Price List......................................................................................16-12
Finance Headers ............................................................................................................................................16-14
Finance Header Creation ...............................................................................................................................16-15
Copyright Oracle Corporation, 2004. All rights reserved.

11i Oracle Learning Management Table of Contents

iv

Finance Header Types ...................................................................................................................................16-16

Practice - Creating a Finance Header.........................................................................................................16-17
Solution - Creating a Finance Header........................................................................................................16-18
Finance Lines.................................................................................................................................................16-19
Finance Line Types .......................................................................................................................................16-20
Moving Finance Lines to a New Header .......................................................................................................16-21
Canceling a Finance Header That Has Not Been Transferred .......................................................................16-22
Canceling a Transferred Header ....................................................................................................................16-23
Deleting Finance Headers and Lines .............................................................................................................16-24
Finance Transfer Capabilities ........................................................................................................................16-25
Finance Transfer Process...............................................................................................................................16-26
Transferring Headers and Lines to a Financial Application ..........................................................................16-27
Finance Header and Currency .......................................................................................................................16-28
Cross-Charge Training Fees and Resources ..................................................................................................16-29
Budget and Cost Breakdown Report .............................................................................................................16-30
Enrollment Basics ............................................................................................................................................17-1
Enrollment Basics..........................................................................................................................................17-2
Overview .......................................................................................................................................................17-3
Types of Enrollment ......................................................................................................................................17-4
Multiple Enrollments.....................................................................................................................................17-5
Double-Booking of Learners .........................................................................................................................17-6
Enrolling Learners Retrospectively or in Advance........................................................................................17-7
Mass Updates by Priority ..............................................................................................................................17-8
Enrolling in a Secure Class............................................................................................................................17-9
Canceling an Enrollment ...............................................................................................................................17-10
Deleting an Enrollment..................................................................................................................................17-11
Practice - Entering and Querying Learner Enrollments.............................................................................17-12
Solution - Entering and Querying Learner Enrollments ............................................................................17-13
Learner Competencies ...................................................................................................................................17-15
Updating a Competency Profile.....................................................................................................................17-16
Practice - Updating a Competency Profile.................................................................................................17-17
Solution - Updating a Competency Profile................................................................................................17-18
Producing the Registration List Report .........................................................................................................17-20
Recording Attendance ...................................................................................................................................17-21
Producing the Learner Sign-In Sheet Report .................................................................................................17-22
Class and Enrollment Tracking .....................................................................................................................18-1
Class and Enrollment Tracking .....................................................................................................................18-2
Overview .......................................................................................................................................................18-3
Class and Enrollment Statuses.......................................................................................................................18-4
Default Enrollment Statuses ..........................................................................................................................18-5
Combining Statuses .......................................................................................................................................18-6
Practice - Creating Additional Enrollment Statuses ..................................................................................18-7
Solution - Creating Additional Enrollment Statuses..................................................................................18-8
Warning a Learner That a Course Is Full ......................................................................................................18-9
Managing Waiting Lists ................................................................................................................................18-10
Manual Waitlist Enrollment ..........................................................................................................................18-11
Automatic Waitlist Enrollment......................................................................................................................18-12
Workflow Notifications.................................................................................................................................18-13
Summary........................................................................................................................................................18-14

Copyright Oracle Corporation, 2004. All rights reserved.

11i Oracle Learning Management Table of Contents