Course Bundles

Course Bundles are grouped collections of courses, standardized exams, military credits, and program requirements within Transferology® Lab. These can be used by college staff to provide students with more efficient advisements and to research transfer scenarios. Pre-named bundles can be automatically created from advising & recruiting leads. This article provides an overview of the Course Bundle functionality within the Lab.

To navigate to Course Bundles:

  1. Go to the Advising & Recruiting menu.
  2. Select Course Bundles.

Four tabs will appear. Any previously saved bundles will populate the tables. With the exception of Empty Bundles, names will be listed in a hyperlinked text format.

Four tabs are depicted on the Course Bundles screen, as described below. Four transfer bundle names appear on the Transfer tab.
See to see a larger version

Bundle Types

  1. Transfer
    • Tab selected by default.
    • Analogous to the Will My Courses Transfer? path in Transferology®. Bundles are a collection of selected courses, standardized exams, and military credits. Users can search for Matches to see how these would transfer or earn credit and run audits (if available).
    • Transfer Bundles are personal to the user but can be shared with other Lab users at the institution. They can also be converted into Collaborative Transfer Bundles (see below).
  2. Replacement 
    • Analogous to the Find a Replacement Course path in Transferology®. Bundles are collections of courses or Requirement Categories specific to each Lab user's college. Users can search for Matches to find courses that can be taken at another college or university and transferred back to fulfill requirements at the current institution. 
    • Replacement Bundles are personal to the user but can be shared with other Lab users at the institution. They can also be converted into Collaborative Replacement Bundles (see below).
  3. Collaborative
    • Lab users at the same institution can now work together on Course Bundles. The creator of each Course Bundle can allow others to view, edit, delete, co-own, and invite others to work jointly on a bundle. Collaborators can also view an activity log of actions performed.
    • Once a Transfer or Replacement Bundle is created and collaborators are assigned, those bundles will move from their respective tabs to sections within the Collaborative tab.
      • If all courses from a collaborative bundle are removed, the bundle will move to the Empty Bundles section of the Collaborative tab.
  4. Empty
    • Empty Bundles are those that were created without attached coursework.

Once a bundle has been created, the following information will be provided about it:

Column Example Description/Actions Available

Bundle Name


A. Davis Advising Session 8/24/2023

Name of the Course Bundle

Select the hyperlinked name or the number of courses (9) to view/edit the bundle

Within the Transfer and Replacement tabs, hover over the "present" icon to see the email of the person who shared the bundle - or, in the case of a copied Collaborative Transfer or Replacement Bundle, the person who created the bundle: 

present icon


Last updated 8/18/23 10:02 AM

Date and time of the bundle's last update 

Format: MM/DD/YY HH:MM ET

Created 8/18/23 10:00 AM

Date and time of the bundle's creation

Format: MM/DD/YY HH:MM ET




Actions

The actions that can be performed on a bundle vary by bundle type:

Action Explanation Bundle Type
View View the existing bundle and course list
  • Collaborative Transfer
  • Collaborative Replacement
View/edit View/edit the existing bundle and course list
  • Transfer
  • Replacement
  • Collaborative Transfer
  • Collaborative Replacement
Create copy Create a copy of the course bundle (including all coursework)
  • Transfer
  • Replacement
  • Collaborative Transfer
  • Collaborative Replacement
Share bundle with someone Share the Course Bundle with another Transferology® Lab user at the same institution
  • Transfer
  • Replacement
  • Collaborative Transfer
  • Collaborative Replacement
View matches View matches within the Schools Found page
  • Transfer
  • Replacement
  • Collaborative Transfer
  • Collaborative Replacement
Run program Run a Program audit (if available) or view Program information
  • Transfer
  • Collaborative Transfer
Export bundle Export the bundle to a CSV or JSON file
  • Transfer
  • Collaborative Transfer
Manage bundle collaborators Allow other Lab users at the institution to view, edit, delete, co-own, and invite others to work jointly on a bundle
  • Transfer
  • Replacement
  • Collaborative Transfer
  • Collaborative Replacement
  • Collaborative Empty
Show bundle activity View activity logs of actions performed on collaborative bundles
  • Collaborative Transfer
  • Collaborative Replacement
  • Collaborative Empty
Hide Hide the bundle from the list
  • Collaborative Transfer
  • Collaborative Replacement
  • Collaborative Empty
Show Unhide the bundle; return it to the list
  • Collaborative Transfer
  • Collaborative Replacement
  • Collaborative Empty
Remove

Delete the bundle

Collaborative bundles: only the owner/co-owner can remove/delete the bundle; the trashcan icon will not appear if the user does not have the authority to delete the bundle

  • Transfer
  • Replacement
  • Collaborative Transfer
  • Collaborative Replacement
  • Collaborative Empty
  • Empty



Empty Bundles

Additionally, users can add transfer or replacement courses to Empty and Collaborative Empty Bundles.

Once courses are added, the bundle is no longer considered empty.

  • If courses were added to a personal Empty Bundle, the bundle would move to the Transfer or Replacement tab - depending on what type of courses were added.
  • If courses were added to a Collaborative Empty Bundle, the bundle would move to the Collaborative tab under Transfer Bundles or Replacement Bundles, depending on the course type.
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