Intelligent Agents. Contents. Setting up an Intelligent Agent

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1 Intelligent Agents Intelligent agents allow instructors to set specific criteria such as login and course activity to automatically send an to the student or alert the instructor. Based on the set criteria, the agent runs to find students who match that criterion. For example, instructors can students who have not logged in recently, whose grades have fallen below a certain level, or who have viewed a specific content topic. The following document discusses how to set up an intelligent agent, as well as a few examples of how to use them. Contents Setting up an Intelligent Agent... 1 Intelligent Agent Examples... 4 Course Activity:... 4 Feedback on Dropbox Assignment:... 6 Quiz Scores:... 7 Setting up an Intelligent Agent 1. From the D2L Course homepage, click Edit Course 2. Next, click Intelligent Agents 3. Select New 4. Fill in the Agent Name and Description. 5. Next, select Agent is enabled check box if you want the agent enabled upon saving. Note: We suggest that you do not enable it until you have completed setting up the agent. 6. Determine the criteria the agent looks for (Login Activity and Course Activity): If you want the agent to search based on that criteria, select the Take action when... check box and choose which of the area you want to monitor. Note: Login Activity will only monitor Desire2Learn logins NOT individual course logins.

2 Intelligent Agents 2 7. If you would like to set other release conditions upon which the is sent, click the Create and Attach button to create a release condition for the agent to monitor. 8. Select the Condition Type from the dropdown menu. 9. Next, select the Condition Details from the dropdown menu. 10. Select Create. 11. Next, select the Action Repetition. The Action Repetition setting determines how many s an agent might send to users who satisfy its criteria: Only take action when users satisfy the agent's criteria for the first time: When you select this, all users that satisfy the agent's criteria receive only one no matter how many times the agent is evaluated. Always take action when users satisfy the agent's criteria: When you select this, the agent sends an to all users that satisfy its criteria every time the agent is evaluated. 12. If you want the agent to run on a schedule, select the Use Schedule check box, then click the Update Schedule button. 13. Set the desired schedule in the Update Agent Schedule pop-up. 14. Click the Update button in the Update Agent Schedule pop-up to save the schedule. 15. Select HTML format.

3 Intelligent Agents In the To text box, type the address of the person you wish to receive this notification. Note: Typing in {InitiatingUser} in the text box will then only send an to the students who match the set criteria. 17. Enter an Subject. Note: Typing {InitiatingUserFirstName} will use the first name of the initiating user. Typing in {OrgUnitName} will use the name of the org unit which is the class name. 18. Enter a Message you want the students to receive. In the message you can also use replace strings to make the s personalizes and student specific. 19. Click Save and Close.

4 Intelligent Agents 4 Intelligent Agent Examples Course Activity This intelligent agent will be based on course activity. 1. When setting up this intelligent agent, give it the appropriate name and description. 2. Under Course Activity, check the box for Take action when the following course activity criteria are satisfied 3. Next, select User has not accessed course for at least days 4. Enter in the number of days to go by without course activity. 5. Under Agent Action, select Take action every time the agent s evaluated and the agent s criteria are satisfies for a user. When you select this, the agent sends an to all users that satisfy its criteria every time the agent is evaluated. 6. Next, if you wish to use a schedule check the box next to Use Schedule. Note: The agent's action schedule determines how frequently the Learning Environment evaluates the agent's criteria and so how often the agent takes action for users who satisfy its criteria. If no action schedule is defined for the agent, you must manually run the agent to evaluate its criteria and initiate the associated action. 7. Next click Update Schedule. 8. This brings up a new window. Enter in the Agent Schedule. For this example, the agent is to identify if students have not accessed a course in a week. The agent is scheduled to run every week on Sunday for the entire semester. 9. Once the schedule is entered, click Update. Note: You can make changes to the schedule at any time you wish.

5 Intelligent Agents In the To text area, there are many options: To send an alert to the student, type in {InitiatingUser} To send an to the instructor type in {InitiatingUserAuditors} 11. In the CC text area, instructors can type in {InitiatingUserAuditors} Note: Instructors can also enter themselves in a blink copy if they do not want to inform students, that they are getting the alerts about the students. 12. In the Subject text area, type the desired subject. You can use {OrgUnitName} to display the course name. 13. In the Message text area, type a message you wish the receiver of the to read. You can use replace strings in the message as well. 14. Once the necessary fields are filled in, click Save and Close.

6 Intelligent Agents 6 Feedback on Dropbox Assignment This agent will be based on feedback on a dropbox folder. 1. When setting up this intelligent agent, give it the appropriate name and description. 2. Under Release Conditions, click Create and Attach. 3. In the popup window, select the dropdown for Condition Type. 4. From the list, select Receives Feedback on Dropbox Folder. You may have to scroll down to find this item. 5. From the Dropbox Folder dropdown, select the folder you wish this agent to be based off of. 6. Click Create. 7. Under Agent Action, select Take action every time the agent s evaluated and the agent s criteria are satisfies for a user. When you select this, the agent sends an to all users that satisfy its criteria every time the agent is evaluated. 15. Select HTML format. 16. In the To text box, type the address of the person you wish to receive this notification. Note: Typing in {InitiatingUser} in the text box will then only send an to the students who match the set criteria. 17. Enter an Subject. Note: Typing {InitiatingUserFirstName} will use the first name of the initiating user. Typing in {OrgUnitName} will use the name of the org unit which is the class name. 18. Enter a Message you want the students to receive. In the message you can also use replace strings to make the s personalizes and student specific. 19. Click Save and Close.

7 Intelligent Agents 7 Quiz Scores This agent will be based on quiz scores. It can be used to notify an instructor of a specific score (high or low) or to notify a student. 1. When setting up this intelligent agent, give it the appropriate name and description. 2. Under Release Conditions, click Create and Attach 3. In the popup window, select the dropdown for Condition Type. 4. From the list, select Score on a Quiz. You may have to scroll down to find this item. 5. From the Quiz dropdown under Condition Details, select the quiz you wish this agent to be based off of. 6. Next, select the criteria for the agent. Specify whether it is less than, equal to, or less than and equal to, greater than, greater than and equal to, or equal to. 7. Under Grade, indicate which percentage you want this agent to be based on. Note: In this example, the agent is told to send a notification if the score on Quiz 1, is less than 75%. 8. Once the fields have been filled out, click Create. 8. Under Agent Action, select Take action every time the agent s evaluated and the agent s criteria are satisfies for a user. When you select this, the agent sends an to all users that satisfy its criteria every time the agent is evaluated. 9. Select HTML format. 10. In the To text box, type the address of the person you wish to receive this notification. Note: Typing in {InitiatingUser} in the text box will then only send an to the students who match the set criteria. 11. Enter an Subject. Note: Typing {InitiatingUserFirstName} will use the first name of the initiating user. Typing in {OrgUnitName} will use the name of the org unit which is the class name. 12. Enter a Message you want the students to receive. In the message you can also use replace strings to make the s personalizes and student specific. 13. Click Save and Close.

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