A Step-by-Step Guide to Setting Up Your Learning Management System (Part 5)
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We're now approaching the mid-point in this series. So far, we've examined the following:
Just one thing, though:
In `STEP 3: Establish Who Needs What Content,’ you identified which learners will have access to what content. If your spreadsheet or database indicates that only some people within certain groups will have access to that content:
Regardless of how it’s done in your system, you’ll possibly need to establish how to differentiate your learners beyond groups before you import their records into the LMS. You’ll of course need to ensure that the source data for the learner records contains the required differentiating data. You’ll never be able to provide specific learning content to sales managers if you can’t identify who your sales managers are in the system.
- Part 1: The importance of a structured approach to setting up a learning management system. Also: "Consider Your Learners"
- Part 2: "Perform a Content Inventory Audit"
- Part 3: "Establish Who Needs What Content"
- Part 4: "Define Administrative Roles and Create Admin Accounts"

- You’ll need to make sure their learner data contains those differentiating characteristics
- You'll need to have a way to capture those characteristics in the LMS.
- How learner accounts will be created in the system
- Imported into the LMS through an integration with an HR system or other enterprise application
- Created through learner self-registration
- Imported into the LMS from data contained in spreadsheets
- Through the creation of individual learner accounts, almost always a bad idea due to the time and effort required
- Whether the source of these accounts contains the differentiating characteristics that will allow you to provide these learners with the correct content
- How to capture those characteristics in the LMS
