ELIS 1.9 Manual

ELIS Users

CSV Upload of Users

CSV upload can be used to create/update users and edit user profile field values. The profile field values can be used to assign users to clusters. First, the profile field has to be created in Moodle. Moodle Profile Fields were covered earlier in this chapter.

To create a Moodle profile field go to the Curriculum Administration block > Users > Accounts > User profile fields. For this example we will use a menu of choices profile field, Math Level. The short name for this field is "mathlevel". For this profile field the menu options (values) being set with the file are "ML4" and "ML5".

In the CSV file "profile_field_" is entered in the header before the shortname of the profile field. The last column of the next image demonstrates this. The entry in the column header is "profile_field_mathlevel". The value assigned to the users is one of the menu options for the Math Level profile field.

Example file for CSV Upload

To upload the CSV file go to the Site Administration block > Users > Accounts > Upload users. Select the Browse button to select a file.

Upload users link/screeen

Once the file is uploaded, a list of the uploaded users is shown along with a list of additional settings that can be applied to the users. Review the list of settings before finishing the upload. The following image shows an example of the settings on the preview screen.
  1. Upload type: Enter the type of upload. For this example "Add new and update existing users" is selected.
  2. Other fields: This is a list of the custom profile fields not being set by the file, these are considered defaults on this screen.
Upload user preview

Once the additional settings have been reviewed and adjusted, complete the user upload by selecting the Continue button at the bottom of the page. For this example the new users will be created in Moodle and ELIS as soon as the upload is complete, and they will be added to the Math Level 4 cluster. All information from CSV uploads is applied to the users as soon as the upload is complete.

Upload user results screen


Cluster Assignment with Profile Fields


The next image is the detail screen of the Math Level 4 cluster. This cluster is associated to users with their Math Level profile field set to ML4.

Cluster Detail tab

All users that have their Math Level profile field set "ML4" have been automatically added to the Math Level 4 Cluster, including the users added with the CSV upload above.

Cluster Users tab

If we want to move the users to another cluster we can do that by updating user data via CSV upload. To demonstrate I'll change the custom profile field Math Level to ML5 for a couple users in the file, then upload the file with the updated data for the users. Now the users who have their Math Level profile field changed to ML5 will be added to the Math Level 5 Cluster.

Upload users preview screen

When updating existing users there are additional settings, for example the "Existing user details" field. For this example "Override with file" is selected. Some settings refer to defaults. Defaults are referring to the profile field values that are listed in the custom profile fields section. Any of the profile field values not set in the file can be set on the preview screen as "Default values". All the users in the file will be assigned the default values from the preview screen when existing user details is set to "Override with file and defaults".