Lab FAQs

Frequently Asked Questions (FAQs) are common questions that are individually addressed.

FAQs contain dynamic content that is frequently updated, so please check back often. If you have a question to add to the list, contact us.


What are the distinct user roles assigned in the lab?

There are 7 distinct user roles in the Transferology Lab:

  1. School Admin
  2. Program Admin
  3. TES Evaluator
  4. Transfer Pathway Admin
  5. Transfer Specialist
  6. Advisor
  7. Recruiter

Users at your institution may be assigned to at least one user role in the Lab. The user role/s assigned dictates the level of access and functional control that your staff member has within the application.

ALL users have the same access to the following areas/functionalities that are in addition to role-specific access bulleted below each role (see below):

  • Equivalencies (Transfer and Replacement Course)
  • Course Bundles
  • Programs
  • Program Pathways
  • TES Evaluations
  • Promote Your School
  • Statistics Reports-Student 
  • Statistics Reports-Lab 
  • My Profile

MOST users have at least limited access to the following areas/functionalities in School Profile that are in addition to role-specific access bulleted below each role (see below):

School Profile-

  • Profile Preview (may not have access to edit school profile)
  • Campuses (may have read-only access if a multicampus institution)
  • Users (may not have access to add/edit users)

What functionalities do each of the 7 user roles in Transferology Lab have access to?

For details on permissions associated with each role in Transferology Lab, see current role permissions. Below is a summary of the seven role permissions:

School Administrators

Permissions for all (above), plus:

  • School Lookup
  • Manage Programs
  • Questions (full permissions-audits must be enabled)
  • Audit Setup (full permissions-audits must be enabled)
  • Pending Audit Requests (full permissions-audits must be enabled)
  • School Profile
    • Profile Preview
    • General Information
    • Contact Emails
    • Location
    • Users
  • View Student Statistics
  • View Lab Statistics
  • Year Term Conversions
  • Pathway Management
  • Statistics Reports-Student
  • Statistics Reports-Lab
  • Course Catalog

Program Administrator

Permissions for all users (above), plus:

  • Manage Programs
  • Questions (access limited to schools with audits enabled)
  • Audit Setup (access limited to schools with audits enabled)
  • Pending Audit Requests (access limited to schools with audits enabled)
  • Year Term Conversions

TES Evaluator

Permissions for all users (above), plus:

  • Request TES evaluations

Transfer Pathway Administrator

Permissions for all users (above), plus:

  • Pathway Management

Transfer Specialist

Permissions for all users (above), plus:

  • Manage Source Schools
  • Check Transfer Rules
  • Category Mappings (requirement categories)
  • Category Mappings (Acourses/Iflags or Alt Courses)
  • Glossary Messages
  • Popular Courses
  • Unknown Equivalencies
  • School Lookup


Permissions for all users (above), plus:

  • Advise Students


Permissions for all users (above), plus:

  • Recruit Students

Population and Tuition Icons

How are the icons for Undergraduate Population and Annual Tuition ranges defined?

The icons provide a visual indication of the Population and Tuition, based upon a 5-point scale. The ranges for each are defined in the table below:

Icon Range(Students) Quintile Icon Range(Dollars)













     22,750 +


     20,000 +

Exact values for Population and Tuition may be viewed in the tooltip that appears when hovering over the icon with the mouse.

Equivalency Data

How will schools get equivalency information into Transferology?

Data will be collected and updated in Transferology by one of three methods:

  • If you have DARwin/uAchieve and an active Connector, Transferology will be updated twice a week.
  • If you have TES and store your equivalencies in TES, Transferology will be updated every night.
  • If you do not have a Connector or store your equivalencies in TES, flat files may be submitted twice a year per your subscription. See Flat File Specifications in Import Transfer Equivalencies.

Who do we send flat files to?

Please send flat files to Halena Do at

When do we have to get you a flat file?

We add/update information in Transferology on an ongoing basis. You may give us your data file at any time, at which point you will be added to Transferology.

Catalog Data

Where is my catalog data coming from in Transferology?

See School Catalog Type


Is SSL required for the URL to my school's degree audit server?


Does Transferology support HTTP 1.0 Basic Authorization, with username and encoded password when sending the EDAG DegreeAuditRequest?

Yes. Transferology is able to send the standard Basic Authorization request header. Please send your EDAG's Basic Authentication credentials to

Is a self-signed SSL certificate allowed for the URL to my school's degree audit server?

No. We do not import certificates into the Transferology environment.

My school has a Transferology Connector or external Degree Audit server. What IP do I need to allow through my school's firewall for programs to work?

Transferology must send an XML program request to your Connector or external Degree Audit server. Additionally, your Connector or external Degree Audit server must send the resulting XML program response document back to Transferology.

For this exchange of XML documents to work properly, your school's firewall must allow the following IP addresses to open an https connection to your school's Transferology Connector or external Degree Audit server. Additionally, your school's Transferology Connector or external Degree Audit server must be able to open an https connection to the Transferology web services. Their IP addresses and domain names are listed below:

  • (TEST Transferology web services)
  • (PROD Transferology web services)

*For increased security, schools may choose to restrict access to their servers by environment, i.e., the TEST Transferology web services are only allowed to connect to your school's test serve and vice versa.

Will interactive audit work in Transferology?


Troubleshooting Tips

If you experience issues and are on a Windows machine, follow these steps to recreate your issues:

  1. Open Problem Steps Recorder by clicking the Start button (bottom left corner in Windows), and then typing psr. In the list of results, click psr.
  2. Click Start Record. On your computer, go through the steps on your computer to reproduce the problem. You can pause the recording at any time, and then resume it later.
  3. Click Stop Record.
  4. In the Save As dialog box, type a name for the file. Then, click Save. The file is saved with the .zip file name extension.
  5. Create an OWL issue. Choose Transferology, describe your problem, and upload the saved file for us to examine.

To view the record of the steps you recorded, open the .zip file you just saved, and then double-click the file. The document will open in your browser.

I'm experiencing issues with tabbing between menus and fields in my browser–what's causing this?

If you are using Safari, you will need to enable tabbing within the browser in the "Advanced" menu. Click in the checkbox [ ] to select the following option under the "Accessibility" section:

  • Press the Tab key on the keyboard to highlight each item on a webpage


Where can I find the most current version of the Does Not Transfer list of target/receive courses?

The current version of the target (or receive) courses is available here.

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