Updated as of Version 26.02.
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AI Assistant Configuration

The AI Assistant Recommendations feature suggests courses that may interest learners by analyzing their training history. The recommendations are indicated by a star rating based on the level of relevance to the learner. When activated, learners can see recommended courses in the AI Assistant Recommendations page in the Learning Center.

Courses from the learner's training history are used to retrieve associated courses from two areas:

  • Courses explicitly configured by a training administrator using the Catalog Editor. There may be zero or more courses when assembling the recommendation list, but all those present are assumed to be of high quality and thus receive a rating of 1.0.
  • Courses ranked and associated with courses in the learner's training history by the background AI task running once per week. Each course may have an association rating between 0.0 and 1.0.

Learner View of the Recommendations

A Recommendations widget is available that allow learners to view AI assistant recommendations. The system only displays courses that are in catalogs that the learner has permission to view. If the learner's training history or selected courses do not have sufficient information, they are notified in the widget that there is not enough information to warrant a recommendation.

For additional information about learner view and selection of recommendations, please see AI Course Recommendations.

The AI Assistant Recommendations Ratings Task

The AI Assistant Recommendations Rating background task an algorithm to rate relationships between courses. It runs once per week and the ratings are updated also only once per week. You can, however, run the task on an ad hoc basis from the Scheduled Tasks page in the Manage Center. For additional information, please see View and Run Scheduled Tasks.

The task analyzes all of the training history in the LMS. A typical analysis of a large database containing five million rows of training history records can be analyzed in five minutes. This can temporarily use 500 MB to 1,000 MB of RAM, which is freed once the results are stored back in the database.

By default, only the past 18 months of training data are analyzed and each course must have at least 10 enrollments to be included in the recommendations.  Both of these parameters are configurable.  

Configure AI Assistant Recommendations

  1. Go to Manage Center > System > System > System Configuration.
  2. In the Select a Category field, select Records/Transcript.
  3. Configure one or more of the following options:
  • Timeline for training data - by default, only the past 18 months of training data are analyzed.  This can be updated:
  1. Locate the Transcript history period (months) field.
  2. Change the value to the appropriate timeline in months. Minimum is six months.
  3. Click Save.
  • Minimum course enrollment - by default, the system will require a course to have at least 10 enrollments to be included in the recommendations. This parameter can be updated.
  1. Locate the Minimum enrollments per module field.
  2. Change the value to the appropriate number of enrollments. Minimum is five.
  3. Click Save.
  • Recommendation options - by default, the functionality only looks at courses on the transcript, and is not associated with user metadata. You can configure the assistant to evaluate user data elements to allow transcript comparison with other users.
  1. Locate the AI Recommendation Engine field.
  2. Select one or more of the following options:
  • Job Title - courses based on skills associated with the user’s job title.
  • Organization Unit - courses taken by other users within the same organization unit (based on the highest level visible for the user’s role).
  • User Groups - courses taken by other users in the same user groups as the logged-in user.
  • Job Profiles - courses based on the histories of users with the same job profile(s).
  • Competencies - courses based on the histories of users with the same awarded, unexpired competencies.
  • Certifications - Courses based on the histories of users with the same certifications.
  1. Click Save.

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