Skip to end of metadata
Go to start of metadata

In addtion to the course editor and the course tools there are other features and settings at your disposal. For the course, the drop-down menu "Course" lists all of the functions following below. For other types of learning resources, this drop-down menu has the name of the respective learning resource type. Generally, available features and settings depend on the type of learning resource you are working in.

Change description

Here you can modify the learning resource's reference, title, its description, the execution period, work expenditure, objectives, requirements, points as well as a cover picture and a movie. This will be the title your learning resource will then appear with in the course list or in queries via the search mask.

The execution period can be set with individual start and end dates, or you can choose a pre-defined semester from the drop down menu. Execution periods of learning resources are also visible in the table display. If you uploaded a movie for the learning resource, it will be displayed in the description section of the info page. If no cover picture was uploaded, a still of the movie will be used for the list and catalog view.

Detailed information on included meta data can be found on page Info Page: Add Meta Data.


Access configuration

Here you can determine general settings of your learning resource as well as its assignment of user rights, e.g. if exporting your learning resource should be allowed or not.


A learning resource newly created is only accessible for its owner. There are five categories of OpenOLAT users you can grant access rights:


Only owners of that learning resource: All owners (co-authors) hold the same rights as the author, i.e. they can edit, copy, delete that learning resource as well as assign these rights to other OpenOLAT users.

for Authors

Owners and other OpenOLAT authors: You enable other authors to have a look at your course before publication. Authors cannot edit or delete your learning resource, nor appoint new owners. It is only possible to copy or export your resource if an owner has granted that option.

You can further determine what other OpenOLAT users can do with your course. "Copying possible" means that your course can be copied. The option "Referencing possible" is not relevant for courses; in other learning resources (e.g. the glossary) it means that other course authors could implement those resources in their own courses. "Export possible" says that authors can download your course.
for Users
  1. All registered OpenOLAT users: OpenOLAT users will be able to find your learning resource via the search mask or in the course list. This setting is mandatory if you want your course to be open for participants.
  2. Registered OpenOLAT users and guests: Even via the guest access you can search for learning resources. Guests will hold limited access to your course, i.e. they will not be able to enroll in groups, nor contribute to forums, nor perform a task, etc.
  3. Members only (owners, coaches, participants): If you chose this option, only participants may open the learning resource. The learning resource is invisible to all non-participants. Participants must be added in the members management and cannot enrol themselves any longer. Administrators identify learning resources with this special set of rights by the lock icon.

These settings in OpenOLAT courses allow you further to determine the use of additional features (course chat, glossary, course calendar, resource folder, etc.). For more information please go to the section "Using Additional Course Features".

Membership configuration

The system administrator determines in the administration tab whether course participants are per default allowed to leave the course at any time, never, or after the course end date. You can override the default setting anytime. The following options are available:

  • At any time (Default): Participants may leave the course at any given time.
  • After course end date: If an execution period has been configured for the course, this options allows participants to leave the course at the end of this time period. If this option was selected without a configured execution period, participants are not allowed to leave the course at any time.
  • Never: Participants may never leave the course.

If members are allowed to leave the course, they can do so by selectind the "Leave course" entry in the "My course" menu.

Configure booking methods

Depending on the user group selected above, the view expands to show the booking methods for that user group, in order to configure the access control to the specific learning resource. Here you define the conditions to allow booking of resources by users. Booking can be understood as a synonym for register, enroll or buying.

If a learning resource is published for all registered users you can specify the terms to launch this resource here.

  1. The resource can be launched by all users with no restrictions and no explicit booking. In this case you will not know who launched this learning resource and you will have no access to run-time data like test results (only available in courses). This is the default behavior.
  2. A booking method is configured and the user himself can book the resource. In this case you will have an overview of the resource participants in the member management area. Read below to learn which booking methods are available at your disposal.
On the other hand, if you want to publish the resource to a well defined list of users, then choose "Members only" instead. In this case you can administrate your participants and coaches list in the administration section.

Select the button "Add booking method" to add one of the following booking methods:

  • Freely available: Select the free booking method if no other restrictions shall apply. All users can book the resource. Using this booking method adds users as participants to the resource, but will not add them to a group, thus working like the enrolment course element. Once the feature "Auto-booking" is activated, users will automatically be directed to the course view, without the need to confirm the booking through the booking dialog.
  • Access code: Select the access code booking methods if the booking shall be restricted to people in possession of the access code. In this method you can specify an access code. Only users who can provide this access code will be able to book the resource. In order to open the course, this code must be entered when opening the course for the first time.
  • PayPal and credit card (only available if unlocked by an administrator): Select the PayPal/Credit card payment method require a financial payment to access a resource. When using this booking method you can define an amount of money required to be payed in the currency defined in the system configuration. This amount can then be payed by either a PayPal account or by using a credit card (Visa/Mastercard). (This feature is only available for users with author rights)

You can configure multiple booking methods. These methods serve as different options the users can choose from. Optionally, you can add a validity period to each booking method, in order to control resource access in addition to the use of visibility and access rules. In that case the booking method is only available during this period. It is also possible to specify just a start or just an end time. If you don't want to restrict the booking method to a specified period just leave the fields empty. You can edit booking methods at any time after the initial setup.

Attention: the start and end date is only valid for the booking process. Once a resource has been booked by a user he will be added to the resource members list. From that moment the members list grants access to the user. When a booking method is no longer valid or has been deleted users on the members list will still have access to the resource. As an owner of the resource you can add or remove users to/from the resource members list at any time.

You can delete configured booking methods at any time. The already booked orders will not be affected by this.

Assessment mode

The assessment mode allows you to create exam setting where tests and assessment are carried out in safe mode during a fixed time span, during which only access to previously defined course elements in the respective course is allowed. All other OpenOLAT functions such as courses, groups, notes are masked and thus not accessible. Students are only allowed to log out during such an assessment. Detailed information on the assessment mode and how to configure exam settings can be found in the "eAssessment" chapter, section "Assessment mode".

Catalogue entries

As soon as a learning resource has been activated it can be inserted in the catalog. Just select the category your learning resource should be related to by using the "Add to catalog" icon. Learning resources can be inserted more than once at different spots in your catalog, just repeat the beforementioned step. All categories selected will be displayed under "Catalog entry", were you can delete them as well.


Here you define how your course should look like. You can choose between altoghether 5 layout templates, including the default system layout. Additionally, a custom layout may be defined, using individual fonts and colours for text, header, links, menus and boxes. Additionally, you can add a logo.


For OpenOLAT courses, settings allow you further to determine the use of additional features (course chat, glossary, course calendar, resource folder, etc.). For more information please go to the section "Using Additional Course Features".

Show Calendar

When creating a new course an active course calendar is default. How to use that calendar is explained in section "Course Calendar". Your course calendar enables you to record course events in order to link them to course elements. If you do not want to provide a course calendar you can deactivate that feature here.

The course calendar can be displayed by means of a tool box. Alternatively or additionally you can embed the calendar in your course's structure. Just use the course element "Calendar".


Use Course Chat

When creating a new course an active course chat is default. Possible scenarios in a course and further details on chat rooms are explained in the section "Course Chat". If your chat is enabled, course participants will see the chat icon in the middle of the course toolbar. If you do not want to use a course chat you can deactivate it here.

You can view chat logs for different time periods with up to one month. In the top half of the window, select the desired time period for the protocol.

If enabled, course participants can chose to be displayed either as anonymous or as themselves.

Select / Selected Glossary

A glossary is there to explain your course participants certain scientific terms. If you want to use such a glossary in your course select a glossary of your choice in learning resources. After including a glossary your course participants will see the glossary icon in the middle of the course toolbar.

In order to be able to embed a glossary in the course, you will have to create that glossary in the authoring section before defining necessary terms. A glossary can be used in several courses. You can manage entries of glossaries by means of the corresponding link within the course or via learning resources. Course texts will be searched through according to the terms selected. These terms will then be highlighted. This option can be turned on or off individually.

For further information please go to "Glossary".

Select / Selected Resource Folder

You can integrate a resource folder in the storage folder of your course. Resource folders are suitable for using the same files in several courses at once. These files could be e.g. CSS files or HTML pages used several times. You have to create a resource folder first as a separate learning resource. (Authoring -> Create -> Resource folder)

Pressing the button "Select" will lead you to learning resources in order to select a resource folder (you being part of the owner group). After selecting a resource folder its name will appear as well as the button "Deselect" in case you want to deselect. Select then the resource folder you want to use in your course.

You can only integrate one resource folder per course.

The files stored there can be found in the storage folder of your course when selecting the sub-folder "_sharedfolder."

Integrated resource folders are "read-only" in the course setting. Open the resource folder in the authoring tab in order to add or remove files.

If you have not integrated a resource folder in your storage folder the entry "No resource folder selected" will appear.

Evidence of Achievement

An evidence of achievement is the confirmation of an efficiency control and can include taken tests or submitted and assessed tasks. If you want OpenOLAT to create such evidences of achievement please activate this option here, or you can enter the assessment tool of the course and navigate to the menu item "Evidence of achievement". Course participants can retrieve their evidences of achievement in their personal menu, section "Evidence of achievement", starting with the beginning of the course.

The according link will only appear in your course if there is also an assessable course element, and the course participant has received at least one automatic or manual assessment. This could be, e.g., a test attempt or the assessment of a task.

If you deactivate this feature your participants will no longer see their evidences of achievement. However, they are not lost; those evidences will only no longer be on display.

Evidences already existing will then no longer be visible. As soon as you offer this option anew your participants can dispose of their evidences along with new data. If you choose to delete a course that contains evidences of achievement your users will still be able to see their own evidences.

Generate PDF certificate

You can additionally determine here if a printable certificate, stating the successful completion of the course, is to be issued to course participants. This can also be issued without the use of the evidence of achievement. The certificate can either be issued automatically after passing the course, or manually by the tutor. This selection allows for the use of certificates in courses without any assessable course elements.

If or when a user passes the tests depends on whether he or she can meet the requirements previously set in the course root node, tab "Score". Coaches can issue the certificate manually in the assessment tool by navigating to the assessment overview of a user.

Users automatically receive an email notification as soon as a certificate has been automtically issued.

By default, certificates for a course are issued once only. If for any reason a certificate needs to be re-issued on a regular basis, e.g. for language certification, re-certification can be allowed. Select a given number of days, weeks, months or years for the period of time required before a new certificate can be issued.

Usually, a systemwide PDF template, specified beforehand by an administrator, should be available. If however, you wish to utilize your own individual template, you can upload one in the Certificate template section. A PDF template though is no ordinary PDF file, but has to be either a PDF form created with e.g. Acrobat Pro or LibreOffice, or a HTML form.

 A brief instruction on how to create a PDF form with LibreOffice:
  • Select the toolbars Form Design and Controls in the View toolbar
  • In the Form Design toolbar, enable Design mode in order to insert text boxes and label fields 
  • After double clicking a text box, enter in the "Name" field the required variable name from OpenOLAT (see below), such as fullName, and format the box. The vertical alignment might need some patience, though
  • Select File  → Export as PDF, deselect PDF/A-1a and check the Create PDF Form instead, with the FDF format

You can download an example template in .odt file format here.

The form fields then must contain specific variables, which will be replaced by the system upon certificate creation with the respective values. In order to be able to format date-values there is the"dateFormatter"-object. It offers methods to format the "*Raw" formats. To just format a raw format there is the "formatDate()" function. To add a given period of time there is the formatDateRelative(Date baseLineDate, days, months, years) which adds the period given in days/months/years to the baseLineDate.

 Here a list of the most important variables:
User: fullName, firstName, lastName, birthDay, institutionalName, orgUnit, studySubject
Course: title, externalReference, authors, from (date), fromLong (date), to (date), toLong (date), expenditureofwork, mainlanguage
Performance data: score, status
Certificate data: dateFirstCertification, dateFirstCertificationLong, dateCertification, dateCertificationLong, dateCertificationRaw, dateFirstCertificationRaw
If you would like to have such a certificate template, feel free to contact us via in order to receive a cost estimate for a template according to your requirements.

Allow re-certification: This enables the issuing of a new certificate after a specified period.


The course reminder function allows you to create rule sets in order to trigger automated e-mail notifications once all conditions are met. Frequency and the default sending time are determined system wide by your system administrator. Reminders may be send on demand though, depending on the fulfillment of the complete rule set. Detailed information on the course reminder function can be found in the „Course Operation" chapter, section „Course Reminder“.


Learning resources can be copied; therefore it is possible e.g. to use an old course structure for your next course. When copying a course its structure, folder content, its HTML pages and group names (but not the members) will be adopted. User data such as forum entries, group members, etc. not. As owner of a learning resource you can determine (section "Access control") if your learning resource can be copied by other OpenOLAT authors as well.

Export Content

Export your learning resource as ZIP file. Tests, questionnaires, CP and SCORM learning content can be imported into other LMS supporting the same standard. Courses, Wikis and glossaries can be imported into other OpenOLAT installations. As owner of a learning resource you can determine in the section "Access control" if content may be exported.  


The function "Close" (only available to courses) will change a course's status to "Closed". This way you inform course participants that your course will no longer be edited or updated. The course's configuration (course settings, access or visibility rules) will not be affected. All users holding access rights will still be able to access the course content according to their individual rights, however, only as long as you do not sign them out of their groups (tutors as well as participants).

By clicking on "Close" you can determine in several steps if catalog entries of your course shall be deleted, if tutors and participants shall be signed out of groups in your course, and if tutors and participants shall be notified of your actions by e-mail.

Changing the course status cannot be reversed.


Only learning resource owners have the permission to delete that resource. A learning resource can only be deleted if it is not used within a course at that moment. When deleting imbedded learning resources (e.g. in a test) you will get a message indicating the relevant course. First you have to delete the course element "Test" in that course to be able to delete that test in learning resources.

When deleting a course its user data (e.g. test results) will be archived as Excel file in your personal folder and subsequently deleted.