Enable advanced filters for a course series, live training events calendar, or course catalog

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by Colty Harrison
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Filter groups allow you to organize courses or live events into broader categories and improve course and live event discovery for learners.

Filter Groups

To set up filter groups for the course catalog:

  1. Navigate to Domains & Publishing and click Catalog Settings for your domain.
  2. Scroll down to Catalog Filters and create a New Filter Group

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On the next page you will create your filter group based on all of the tags that exist on courses published in your domain. Here are some examples of ways you can organize your tags into Filter Groups:

• Course Topics

• Difficulty (Beginner, Intermediate, Advanced)

• Types of Courses (Exams, Training Courses, eBooks, Case Studies, Video Lessons, etc.)

Give your Filter Group a name and drag and drop the tags you want included in the group from the left to the right. Once you are done, hit Save.

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Once you are back on the Catalog Settings page, drag and drop your new Filter Group to the 'Visible on catalog page' section to have it display on your Course Catalog. You can also change the order that they will appear.

Filter Groups on Course Series

To set up filter groups for a course series:

  1. Navigate to Domains & Publishing and click Catalog Settings for your domain, followed by the Course Series tab.
  2. Scroll down and click the Course Series name you'd like to edit.

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Scroll down to Filters and click New Filter Group:

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On the next page, you will create your filter group based on all of the tags that exist on courses published in your domain just like you would if you were adding filter groups to the Course Catalog.

Filter Groups on Calendar

To set up filter groups for your calendar:

  1. Navigate to Domains and Publishing, then click the Catalog Settings for the domain
  2. Open the Calendar View tab on the Catalog Settings page

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Scroll down to Filters and click New Filter Group.

On the next page, you will create your filter group based on all of the tags that exist on courses published in your domain just like you would if you were adding filter groups to the Course Catalog or Course Series.

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Note, filters on the calendar will only show tags for upcoming events (i.e. if there is an event in the past with the tag “July 2018”, it will not show as an available tag in the filters).

Student View

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On the Course Catalog, a student can see each Filter Group and the tags associated with them. They can also expand and collapse the Filter Groups as needed for better viewing.

They can use these filters in a couple of different ways. If they select one or more tags within a filter group, all courses with ANY of those tags with be displayed. Once you select one tag, every other tag in the Filter Group will show in parentheses how many additional courses will be displayed when you select it.

If you select tags across Filter Groups, it will narrow your search to courses that have ALL of the selected tags. For example, if I select the 'Intermediate' tag under Difficulty, I will see 6 courses. If I also select the 'Course' tag under Course Type, it will narrow it down to 2 courses because these are the only courses that have both the 'Intermediate' and 'Course' tag associated with them. 

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