Departmental Standards
Company-Wide
eCornell Styleguide & Branding
Cornell University Branding
Writing and Editing Style Guide
Faculty and Expert Naming Conventions in Courses
Cornell School and Unit Names
Tips for Campus Engagements
LSG
Legal Policies
CSG
Photography Style Guide
eCornell Mini Visual Style Guide
The Pocket Guide to Multimedia Design Thinking (*as It Pertains to Your Job Here)
Creative Services (CSG) Handbook
Administrative
LSG Meeting Recordings and Notes
Sending Faculty Sign-Off Forms in Adobe Sign
Weekly Faculty Status Emails
Animation/Motion Design
Instructional Design
Grading
D&D Newsletter
LSG Newsletter (LSGN) - February 2024
LSG Newsletter (LSGN) - March 2022 Edition
LSG Newsletter (LSGN) - December 2023
LSG Newsletter (LSGN) - October 2021 Edition
LSG Newsletter (LSGN) - June 2022 Edition
D&D Newsletter November 2024
LSG Newsletter (LSGN) - August 2022 Edition
LSG Newsletter (LSGN) - June 2023
LSGN Newsletter April 2023
LSG Newsletter (LSGN) - February 2022 Edition
LSG Newsletter (LSGN) - October 2022 Edition
LSGN Newsletter February 2023
LSGN Newsletter March 2023
D&D Newsletter September 2024
LSG Newsletter (LSGN) - August 2023
LSG Newsletter (LSGN) - March 2024
LSG Newsletter (LSGN) - April 2022 Edition
D&D Newsletter - August 2024
LSGN Newsletter January 2023
LSG Newsletter (LSGN) - October 2023 article
LSGN Newsletter (LSGN) - April 2024
LSG Newsletter (LSGN) - November 2021 Edition
LSG Newsletter (LSGN) - January 2022 Edition
LSGN Newsletter December 2022
LSG Newsletter (LSGN) - July 2022 Edition
LSG Newsletter (LSGN) - September 2022 Edition
Course Development
Image Uploads for Inline Projects
Revising a Course/ Creating a Redux Version/ Course Updates
Creating a Perma Link With Perma.cc
Course Content Deletion Utility — Removing All Course Content
Teleprompter Slide Template
Course Names
Requesting High Resolution Video Uploads
Technical Talking Points Template
Online Resources in Credit-Bearing Courses
Hiring Actors for an eCornell Project
PRJ Conversion Process Directions
Marketing
Operations
Tech
Pedagogical Guidelines for Implementing AI-Based Interactives: AER
Platform Training
Administrative Systems
ADP
Google Drive
Downloadables Process
Embed a Document from Google Drive
Adding Google Links to Canvas
File Naming and Storage Convention Standards
Google Drive for Desktop Instructions
Storing Documents in Multiple Locations
Wrike
Wrike System Fundamentals
Field Population
1.0 to 2.0 Wrike Project Conversion
Blocking Time Off in Work Schedule (Wrike)
Wrike Custom Field Glossary
Wrike "Custom Item Type" Definitions
How to Create a Private Dashboard in Wrike
Using Timesheets in Wrike
Importing Tasks into a Wrike Project
Wrike Project Delay Causes Definitions
Setting OOO Coverage for Roles in Wrike
How to Change a Project's Item Type in Wrike
Using Search in Wrike
How to Create a Custom Report in Wrike
@ Mentioning Roles in Wrike
Automate Rules
Using Filters in Wrike
Managing Exec Ed Programs in Wrike
External Collaborators
Wrike for External Collaborators: Getting Started
Wrike for External Collaborators: Views
Wrike for External Collaborators: Tasks in Detail
Wrike Updates
New Experience Update in Wrike
Wrike Course Development Template 2.0 - What's New
Wrike - Course Development Template 3.0 Release Notes
Wrike Process Training
Course Development & Delivery Platforms
Canvas
Development
Adding Custom Links to Course Navigation
Adding Comments to PDFs from Canvas Page Links
Setting Module Prerequisites and Requirements in Canvas
Canvas Page Functionality
Create a New Course Shell
Using LaTeX in Canvas
Search in Canvas Using API Utilities - Tutorial
Reverting a Page to a Previous Version
Student Groups
Create Different Canvas Pages
Importing Specific Parts of a Canvas Course
Canvas HTML Allowlist/Whitelist
Understanding Canvas Customizations/Stylesheets
Operations
Discussion Page Standards
How to import a CU course containing NEW quizzes
Canvas LMS: NEW Quiz compatibility
Faculty Journal
Course Content Style Guide
Click-To-Reveal Accordions in Canvas
Course Maintenance Issue Resolution Process
Meet the Experts
Codio
Codio Operations
Managing Manually Graded “Reflect and Submit” Codio Exercises
Codio Structure and Grading for Facilitators
Premade Codio Docs for Ops & Facilitators
Codio Remote Feedback Tools for Facilitators
Developers
Development Processes
Creating a New Codio Course
Creating a New Codio Unit
Integrating a Codio Course into Canvas
Embedding a Codio Unit into Canvas
Setting Up the Class Fork
R Studio - Exclusion List for R Code
Mocha/Selenium Autograding
Starter Packs in Codio
Configuring Partial Point Autograders in Codio
Launch a Jupyter Notebook from VM
Program-Specific Developer Notes
Codio Functionality
Jupyter Notebooks
Jupyter Notebooks - nbgrader tweaks
Jupyter Notebooks Style Guide
Adding Extensions to Jupyter Notebooks
Setting up R with Jupyter Notebooks
Change Jupyter Notebook Auto Save Interval
How to Change CSS in Jupyter Notebook
RStudio in Codio
How To Centralize the .codio-menu File to One Location
Codio Fundamentals for LSG
Using the JupyterLab Starter Pack
Using Code Formatters
Using the RStudio Starter Pack
Conda Environments in Codio
Updating Codio Change Log
Migrating to Updated Codio Courses
Qualtrics
Ally
Ally Institutional Report Training
Ally Features Overview Training
Using the Ally Report in a Course
Ally Vendor Documentation/Training Links
Adobe
Other Integrations
H5P
Modifying Subtitles in H5P Interactive Videos
Embedding H5P Content Into Canvas
Troubleshooting H5P Elements in Canvas
Inserting Kaltura Videos into H5P Interactive Videos
Adding Subtitles to H5P Interactive Videos
S3
BugHerd
Instructional Technologies & Tools Inventory
Canvas API Utilities
Getting started with the MOP Bot
eCornell Platform Architecture
HR & Training Systems
Product Development Processes
Accessibility
What Is Accessibility?
What Is Accessibility?
Accessibility Resources
Accessibility Considerations
Accessibility Support and Assistive Technology
Structural Accessibility
Accessibility Design and Development Best Practices
Accessible Images Using Alt Text and Long Descriptions
Accessible Excel Files
Accessibility and Semantic Headings
Accessible Hyperlinks
Accessible Tables
Creating Accessible Microsoft Files
Mathpix: Accessible STEM
Design and Development General Approach to Accessibility
Integrating Content Authored by a Third Party
Planning for Accessible Tools
Accessibility Considerations for Third Party Tools
Studio Accessibility
Designing for Accessible Canvas Courses
Accessibility: Ongoing Innovations
Course Development
Planning
Development
0. Design
1. Codio Units
1. Non-Video Assets
3. Glossary
4. Canvas Text
4. Tools
4. Tools - Wrike Task Definitions
3. Review And Revise Styled Assets
ID/A to Creative Team Handoff Steps
General Overview of Downloadables Process
Course Project: Draft and Final
Excel Tools: Draft and Final
eCornell LSG HTML Basics
1. Non-Video Assets - Wrike Task Definitions
2. Video
Multifeed Video
2. Video (Standard) - Wrike Task Definitions
Studio Tips
Tips for Remote Video Recording Sessions
Who to Tag for Video Tasks
3. Animation
3. Animation - Wrike Task Definitions
2. Artboard Collab Doc Prep
6b. Motion Design Review and Revise
Who to Tag for Animations Tasks
3. Artboard Collab Process Walkthrough
DRAFT - FrameIO Process Walkthrough
Motion Contractor Guide for IDAs / IDDs
Requesting / Using Stock Imagery (Getty Images and Shutterstock)
3. Ask the Experts
5. On-Demand Conversion
1. Write Content for On-Demand
On-Demand: Conversion Notes
On-Demand: Writing Quiz Questions
On-Demand: Writing Blended Learning Guides (DRAFT)
On-Demand: Lesson Description and Objectives (DRAFT)
2. Build On-Demand Lesson
On-Demand: Create a Blended Learning Guide (BLG)
On-Demand: Create Lesson Shells in Canvas
On-Demand: Populate Homepage Content
On-Demand: Add Quiz Assessment Content
On-Demand: Reformat Wrap-Up
On-Demand: Prepare Lesson for QA
On-Demand: Request Banner Image
5. On-Demand Conversion - Wrike Task Definitions
5. Review
5. Review - Wrike Task Definitions
1. Prep Course for Reviews
2. Conduct Student Experience Review
3. Implement Creative Director Edits
3. Implement IDD Edits
3. Implement Student Experience Review Edits
4. CSG - Revise Tools Export 1
5. Conduct Faculty Review
6. Implement Faculty Edits
7. Conduct Technical Review of Course (STEM-only)
2. Conduct IDD or Sr ID Review
6. Alpha
6. Alpha - Wrike Task Definitions
Alpha Review Process
Prepare a course for Alpha review
Schedule & Conduct Alpha Triage Meeting
7. QA
7. QA - Wrike Task Definitions
1. Complete Dev to QA Checklist
2. Copy Edit Captions
2. Copy Edit Course & Files
4. Conduct Content QA of Course
4. Final Creative Review and Export
Adding Chat With Tech Support to Course Navigation
5. Implement QA Edits
Working With Video Captions That Contain Special Characters
Copy Edit Captions in SubPLY
Creating a Course Style and Settings Guide
QA and Deployment of Courses With Doc-based Projects in 2025
Copy Editing Content in Frame.io
Copy Edit Captions in 3Play
Tag a Video for Transcription by 3Play
Course QA Checklists
8. Deployment
8. Deployment - Wrike Task Definitions
1. Finalize Master Version of Course
2. Create & Add Course Transcript (CT) to Course
Replace a Master -M With a Redux Version of the Course
3. Create -T (Training Course) and Associate With Master Blueprint
Canvas Blueprint Course Functionality
Project Management in Wrike
Managing Project Reporting in Wrike
Managing Task Needs/Schedule in Wrike
Adding Tasks
Comments and Communication
Statuses
Updating Task Start and Due Dates
Predecessors
Durations
Rollups
Calculating Project Schedule by Deadline in Wrike
Creating Course Project Plans in Wrike
Setting Custom Capacity for Resources
Customizing Effort in a New Project Plan
Marking Projects Complete in Wrike
How to Set Up Workload Charts to Track Effort in Wrike
For-Credit Considerations
1-Sheet Population
Post-Development
Program Facilitation & Operational Guidelines
Data Science
Facilitator Resources
Canvas Navigation
Adding Events to the Course Calendar
Navigating Canvas and the Dashboard
How Do I View Previous Courses I Have Taken or Facilitated?
Why Am I Receiving Duplicate Canvas Emails?
How Do I Edit My Canvas Profile?
Send Students a Direct Message on Canvas
How Do I Send Students Nudges from the Gradebook?
How Can I Update My Canvas Notification Preferences?
Ursus Navigation
How Do I Access My Offer in Ursus?
How Do I Edit My Ursus Profile?
How Do I Request Time Off (Blackout Dates)?
How Can I Request to Learn More Courses?
Course Set-Up
Course Set Up: Getting Ready for Live Sessions
Recording and Posting a Welcome Video
Course Set Up: When can I begin to edit my course?
When Should I Schedule My Live Sessions For?
Changing Live Session Date and Time After Created with Facil Tool
Help! I Need to Reschedule a Live Session
Course Set Up: Live Session Information page
Zoom Features: Preparing for Live Sessions
Course Set Up: Reviewing Due dates
Course Set Up: Reviewing Announcements
What Do I Need to Do to Make Sure My Course is Set Up Correctly?
How Do I Customize My Course Sections?
Set up Live Sessions with the Facil Tool
Course Announcements and Messages Templates
Combining Live Sessions with Facil Tool
Zoom and other Technical Support
How Do I Set Up My Zoom Account?
Support Resources for Facilitators
How to Upload Videos to Zoom On-Demand
Student Survey FAQs
How Do I Save and Refer Back to Zoom Recordings?
How Do I Find My Personal ID Meeting link in Zoom?
Benefits as an eCornell Employee
Do I Have Access to Microsoft Office as a Cornell Employee?
Taking Courses as a Student
Professional Development Benefit
Student Success
Help! My Students Can't View a Video Within My Course
Extensions and Retakes
Policies and Navigation Resources for Students
Students enrolled through special groups: Corporate and VA
Unique Circumstances for Student Extensions and Retakes
Understanding and Addressing Instances of Plagiarism
Support Resources for Students
Understanding and Addressing Use of AI
Help! My Student is Having a Hard Time Uploading a Video
Unique Student Situations
I Have a Student Requesting Accommodations- How Should I Proceed?
New Facilitator Onboarding and Quick References
Facilitator Onboarding at eCornell
Why Do I Have Multiple eCornell email and Canvas Accounts?
Quick reference: Systems and Accounts we use at eCornell
Quick reference guide: Key eCornell Personnel
How do I log Onto Canvas and Access FACT101?
How Do I Add eCornell to My Email Signature?
Getting the Most Out of Learning Assignments
What to Expect During Live Shadowing Experience
Setting up Email Forwarding
Facilitator Expectations and Grading Help
(NEW Format) How do I grade Course Projects?
Navigating the Gradebook and Accessing the Speedgrader
Quick Reference: Sort assignments in the Speedgrader
How do I Grade Quizzes?
(Old format) How Do I Grade Course Projects and Add Annotations?
Rubrics for Effective Facilitation
Is There an Answer Key for my Course?
How to Monitor and Promote Student Progress
How Do I Grade Discussions?
Adding an Attempt to a Course Project
How Quickly Do I Need to Provide Grading to Students?
Payroll and the Monthly Scheduling Process
Codio References
Manually Graded “Reflect and Submit” Codio Exercises
Codio Quick Resources
Codio Reference: Embedded quiz questions (H5P)
Codio Reference: Checking for Completion Status
Codio Reference: Manually Graded Exercises
Codio Remote Feedback Tools
Codio Reference: Ungraded exercises
Codio Reference: Autograded Exercises
Archived
Table of Contents
- All Categories
- Product Development Processes
- Course Development
- Development
- 5. Review
- 7. Conduct Technical Review of Course (STEM-only)
7. Conduct Technical Review of Course (STEM-only)
Updated by Pavel Dimens
Overview
A technical review is performed by eCornell staff members to assess the completeness and accuracy of a course. There are various kinds of technical or STEM-focused courses offered through eCornell (e.g. focused on coding; more conceptual; and inclusive of physical kits); and these different courses will occasionally require different considerations in their technical reviews.
The General Process
A technical review requires the reviewer to experience the course through two simultaneous lenses: a student meeting the minimal requirements to take the course, and a highly critical assessor going through things with a fine-toothed comb. Holding both perspectives requires the reviewer to maintain empathy towards a student trying to learn this material. Ultimately, everything needs to be fluid and maintain a level of excellence consistent with the eCornell brand. In more specific project terms, the purpose of the Technical Review is to ensure that course is ready for the Alpha Test (see the Alpha Review Process article for more details).
The focus for the technical review is essentially threefold:
- to make sure all technical elements in the course function correctly: i.e., there are no bugs or crashes that stop forward progress;
- to make sure that the instructions for completing the technical exercises are clear and complete: i.e., there is no missing information that students will need; and
- to make sure all the grading functionality is working as expected.
For steps 1 and 2 above, the Technical Reviewer will use a Student Canvas user (either logging in directly, or using the Canvas "Act As" function to masquerade as a test student). For step 3, if there are manually graded projects or exercises, the Technical Reviewer will need to first complete and submit the exercises as a Student., and then manually grade the exercises as an Admin/Teacher, in order to test the grading functionality. The correct grading function, percentages and arrangement should be detailed in the certificate's Grading Scheme Document, in this folder.
In addition, the Technical Reviewer should reference the Charter-Starter spreadsheet for the Certificate (the certificate's Instructional Designer will be able to provide a link to this). In particular, the PM Audience tab of this document provides information about the level of knowledge and experience the course's audience will be expected to have, and the Tech Specs tab covers the initial technical specifications.
Logging bugs into BugHerd
BugHerd is the bug logging system eCornell uses, and all issues will be logged using this system. See this article for detailed information on BugHerd. Issues should be logged on the page they appear, as near as possible to the issue itself (text/image). If there is an issue with a provided PDF document, attach the issue to the text with the link to the PDF; then either take a screenshot of the PDF and upload it to the bug, or download the PDF itself and upload that to the bug. Alternatively, you can use BugHerd's video capture functionality (still in Beta, but fairly stable), since this captures the entire browser window instead of just the course page. Open the PDF in another tab; click the video icon in BugHerd to open a video-capture bug; and then navigate to the PDF and highlight the issue.
There are various kinds of issues that can crop up, and to improve organization and triaging, a series of standard tags should be used to classify issue types. Please use these tags when logging issues on Canvas pages:
clarification
- text or image needs clarification- examples: ambiguous wording, undefined technical concepts
content order
- text/image/quiz/assignment appears out of order with the presentation of other topics/materials- examples: quizzes require knowledge appearing later in the course
missing content
- text/video suggests presence of content that is not on the page- examples: missing cheat sheet, missing assignment
issue
- generic tag for issues that don't fit the other categories- examples: typos, broken links
Areas of Focus
Concentrate on the following when reviewing the course.
Course Pages
- Correct page layouts
- Correct hyperlinks
- Typos
- Page content (video/text) consistent with page title
- Video consistent with page text
- In-text inaccuracies
- Assignment typos
- Correct hyperlinks
Tools and Other PDFs
- Consistency (within the document and with relation to the part of the course it's being presented in)
- Typos
- Hyperlinks not broken
Assignments
- Assignment/quizzes can be completed with knowledge provided up to that point
- Assignments/quizzes do not introduce new undefined terms
- Assignment/quiz autograding correct (if applicable)
Note the time it takes to complete each assignment/quiz
- gives a sense of QA effort per section
Projects
- Projects must be verified to be submittable by the students
- during QA, complete and submit any course projects through Canvas
- check (as a Canvas Admin/Teacher) that Project submission was successful
Style Guide
Always update the course style guide sheet with technical terms, clarifications, programming language and programming environments unique to a particular course. Note any technical terms or phrases that a copy editor may need to refer to during the QA phase.
Overall Process for Courses with Physical Kits
On courses that contain physical kits which the students use for completing exercises, the Technical QA should be divided into two "passes": one just to review and examine the online elements, and one using the physical kit to complete assignments. Keeping mind that individual courses will have individual requirements, the general process for courses with physical kits is:
- Do a single pass through the course, ignoring assignments and quizzes
- Do a second pass through the course, this time taking all the quizzes and doing all the assignments
Ideally, you will have noted all content-related issues in the first pass and can instead focus on assignment/quiz correctness and consistency in the second pass.
The first pass (no assignments/quizzes)
The point of the first pass is to just focus on video and written content. Check for:
- Correct page layouts
- Correct hyperlinks
- Typos
- Page content (video/text) consistent with page title
- Video consistent with page text
- In-text inaccuracies
Pay attention to Tools and other included PDFs for:
- Consistency (within the document and with relation to the part of the course it's being presented in)
- Typos
- Hyperlinks not broken
The second pass (all content)
The second pass has you review the text and videos again, but now you will also take any quizzes and perform any assignments. With the inclusion of this content, you will need to pay attention to a new set of things. Check for:
- Assignment typos
- Correct hyperlinks
- Assignment/quizzes can be completed with knowledge provided up to that point
- Assignments/quizzes do not introduce new undefined terms
- Assignment/quiz autograding correct (if applicable)
- Assignment submission works as intended
- Codio:
Education >> Mark as complete
is present in the Codio unit - Canvas: Assignment/Project submission works, the assignment is received by Teacher/Admin
- Codio:
- Note the time it takes to complete each assignment/quiz
- gives a sense of QA effort per section
Considerations for take-home kits
Courses with kits are unique because we have limited ability to correct errors in a kit and do it quickly. Therefore, it's very important that the kits themselves get quality assessed, along with how the kits are referenced in the course.
- Kit parts are labelled (if applicable)
- Kit parts are labelled correctly
- Kit contains all expected parts
- Kit parts work as expected
- Kit parts are referenced accurately in the course: i.e. the part is mentioned in the course with the same name that appears on its label
- Example: "100K Trim Potentiometer" in kit is referenced as "100K Trim Potentiometer" in course, not "100k pot" or "100k Trim pot"
- Images of parts in use reflect appearance of parts in kit, or have a note/disclaimer explaining the part may look different in the kit
- Note any part troubleshooting you had to do
- Note whether it is practical to expect students to troubleshoot it
- Note the time it took to troubleshoot
- Note the amount of physical space required to interact with the kit while using a laptop or desktop computer to take the course
- Note redundancies for easy-to-lose or easy-to-break parts