Transfer Equivalencies: View, Export, or Print an Institution's Equivalencies

The Transfer Equivalencies page in the Transferology® Lab lets staff view comprehensive lists of transfer equivalencies defined by participating institutions. This article provides instructions for viewing equivalencies within this page.

In this article:

Overview
View Transfer Equivalencies

Export
Print

Video

Overview

Any user with an active Transferology® Lab account can access Transfer Equivalencies. To do so:

Go to the Advising & Recruiting menu.
Select Transfer Equivalencies.

Screenshot of the Transfer Equivalencies page, as described below. — Select to see a larger version

The screenshot above reflects what a user from the fictional CollegeSource University (SH) would see when accessing this page. Within this page are the following fields:

Field	Explanation
Transferring To	The name of the college or university with which the user is affiliated is populated by default. All schools with which that institution has established equivalencies will appear in the source school list. See Source School Name for further information. Users can change the institution's name in this field to see equivalencies from another subscribing institution.
Transferring From	The name of the college or university a student would be transferring from. This field is blank by default; users can type in the name of an institution to quickly locate it within the list of source schools.
Filter	A filter automatically shows source institutions from All Locations. This includes standardized exams, military courses and occupations, and some international locations. Users can filter by: Geographic location (international, state, territory, or district). Military. Online-only. Select Clear filters under Transferring From to remove the All Location filter and view the inclusive list of equivalencies across all source institutions.
Source School Name	All institutions with which that institution listed in the Transferring To field has established equivalencies. It should be noted that if an institution is supplying equivalencies from uAchieve® and has hidden all articulations from an institution, that school will not appear within the list. An institution may be listed multiple times if multiple Year/Term field entries are noted.
Year/Terms	Identifies the year/terms that span across the set of equivalencies. All = All equivalencies are contained within one set of data. See effective dates of individual rules for further restrictions. Since (Month)(Year) = Equivalencies within this data set are effective no earlier than the month and year noted. See effective dates of individual rules for further restrictions. From (Month)(Year) through (Month)(Year) = Equivalencies within this set range between the time periods noted. See effective dates of individual rules for further restrictions.
State	The state the source institution is located within.
View	The button to select to view equivalencies from the specified year/term for an institution.
Export	The button to select to export a summary of equivalency data for the institution named in the Transferring To field. Exported information includes: Institution state (STATE). Institution name (NAME). Transferology ID (ID). Number of rules (RULE COUNT). Source of data - Transferology Lab (SOURCE).

View Transfer Equivalencies

To view the equivalencies that a college or university has established in Transferology®:

Within the Transferring To field, verify that the name of the college or university listed is the one whose equivalencies the user wishes to view.

The name of the college or university with which the user is affiliated is populated by default. This means the user is viewing how courses from other institutions will transfer to that individual's school.
- To view how courses transfer to a different college or university, use the keyboard to remove the institution name from this field. Type in and select the applicable institution name.

Locate the name of the transfer institution within the Source School Name field.
- Use the filter to adjust the location or enter the name of the transfer institution into the Transferring From field to narrow results.
Reference the Year/Terms field to verify the set of data to be viewed.
Select the View button to the right of the institution name.

The page will load with transfer equivalencies for the institution. By default, the first academic department within the Transferring To institution to which a course equivalency has been established is displayed. Using the filter and drop-downs, view equivalencies between courses, exams, and military credits from the Transferring From institution to the Transferring To school.

Some schools have thousands of transfer articulation tables. As a result, course equivalencies could take longer than expected to load and process.

The Show course hour units on the transfer equivalencies? checkbox within the General Information tab of the School Profile controls the display of source course and home course hours. See Related Articles for further information.

If equivalencies are supplied from uAchieve®, information entered into the Public Memo field within that application will display in the Note field in Transfer Equivalencies.
- IFlags and Alternate Courses will also appear.
  - An Alternate Course is a secondary identity that a course carries to help it meet a requirement on an audit.
  - IFlags (also called "IFlgs" or "institutional flags") are one-to-three character values within uAchieve that an institution chooses to represent course characteristics. Just like Alternate Courses, IFlags can be used to match coursework on a degree audit.
If equivalencies are supplied from TES®, information entered into the Public Note field within that application will display in the Note field in Transfer Equivalencies.
- User Added Courses will also appear.
- Course Tags will appear in the Alternate field.
If equivalencies are supplied from a flat-file import, notes will additionally display.
Underlined items display Glossary Messages. Hover over the text to read the message.

Filter

Eliminate expired equivalencies and view equivalencies only for current and future terms by selecting the Current and Future Terms Only checkbox.

Drop-Down

Two drop-down menus can be used to filter courses from a specific department within the Transferring From school (left) or the Transferring To school (right).

To view a comprehensive list of equivalencies, select the (all) button.

Export

To export equivalencies:

Select the Export button.
Users will be given the choice between exporting all equivalencies from the transfer institution or just those displayed on the screen at the time based on filters.
- Select All Equivs to export all equivalencies.
- Select Currently Shown Equivs to export those shown on the screen.

The export file will contain the following information:

Field	School	Explanation
RECEIVE SCHOOL	Transferring To	Institution name.
SEND STATE	Transferring From	State in which the institution is located.
SEND SCHOOL	Transferring From	Institution name.
TSEG	Transferring From	Department name; the faculty by which the course is taught or attributed to.
SEND COURSES	Transferring From	Course identifiers (often structured as a subject + number).
SEND COURSE TITLES	Transferring From	Names of the courses (brief labels).
SEND LYT	Transferring From	The term code corresponding to the last month/year the equivalency is effective.
SEND COURSE COUNT	Transferring From	Number of courses .
RECEIVE COURSES	Transferring To	Course identifiers (often structured as a subject + number).
RECEIVE COURSE TITLES	Transferring To	Names of the courses (a brief label).
RECEIVE COURSE COUNT	Transferring To	Number of courses.
MEMO	Transferring To	Information contained within the Note field.
SOURCE	N/A	Source of data (Transferology Lab).

Print

Select Print to print a PDF of the current equivalencies displayed on the screen. Glossary Messages will appear at the bottom of the page under Message ID.

Video

View a short video overview of the Transfer Equivalencies functionality below.