Course Bundles: Create Transfer 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 how to create personal Transfer Bundles that can be individually managed and shared with other users.

To navigate to Course Bundles:

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

By default, the Transfer tab will be selected. Any previously saved bundles will populate the table in hyperlinked text format:

The Transfer tab is analogous to the Will My Courses Transfer? path in Transferology®. The user can Search for Matches to see how courses, standardized exams, and military credits would transfer or earn credit and run audits (if available).

Bundles on this tab are owned and managed by the Transferology Lab user but can be:

1. Shared with others; or
2. Converted to Collaborative Bundles if the individual wishes to allow others to view, edit, delete, co-own, or invite others to work jointly the bundle.

Create Bundles

To create a Transfer Bundle:

1. Select + Create Transfer Bundle.

The Edit Bundle page will appear.  

2. Rename the bundle by navigating to the box under Bundle Name*.

• Use the keyboard to adjust the title.

Add Courses to Bundles

To add a course to a bundle:

1. Select the Courses tab (if not already selected by default).
2. Under School Name, type the school's name into the search box. 
   • As characters are entered, choices will begin to auto-populate.
   • Select the School Name from the list.
3. Under Taken, select the Term and Year the course was/will be taken.
   • Term choices: Fall, Winter, Spring, Summer.
4. Under Department, type the name of the Department the course was/will be taken within. 
   • As characters are entered, choices will begin to auto-populate.
   • Select the Department from the list.
5. A list of courses from the institution's catalog will appear.
   • Select the + button to the right of the Course to add it to the Course List.

A pop-up notification will confirm that the course has been added:

Delete Courses

If a course was added in error or an incorrect term was selected, delete the individual course from the Course List by selecting the delete button (trash-can icon) to its right.

To delete all courses from an institution from the list, select the Delete All button to the right of the institution's name.

Add Courses to Bundles - Manually

If a course does not appear in the college's catalog, it can be manually added to the Course List. To do so, follow the steps below. 

1. Select the Courses tab (if not already selected by default).
2. Under School Name, type the school's name into the search box. 
   • As characters are entered, choices will begin to auto-populate.
   • Select the School Name from the list.
3. Under Taken, select the Term and Year the course was/will be taken.
   • Term choices: Fall, Winter, Spring, Summer.
4. Under the Department box, the text will note, "Don't see your course listed? Add it yourself."
   • Select Add it yourself.
5. A menu will appear. Enter the following information:
   • Course Title (optional) - maximum of 80 characters
     • Titling is case-sensitive.
   • Department - maximum of 60 characters
   • Course Number - maximum of 60 characters
   • Hours - by default, 3 is auto-populated

6. Select +Add to populate the Course List.

Select Choose from course-list to add additional courses from the college's catalog.

In the example below, both PHIL1109 and COMM1106 are manually entered courses.

• PHIL1109 was entered without an optional title and thus took on the title Manually entered course. 
  • Select the hyperlinked text (if desired) to change the title within the Update Title pop-up menu.

A pop-up notification will confirm that the course has been added:

Delete Courses

If a course was added in error or an incorrect term was selected, delete the individual course from the Course List by selecting the delete button (trash-can icon) to its right.

To delete all courses from an institution from the list, select the Delete All button to the right of the institution's name.

Add Standardized Exams to Bundles

To add a Standardized Exam to a bundle:

1. Select the Standardized Exams tab.
2. Within the Exam drop-down, select a standardized test.
   • Choices: ACT Assessment, AP - Advanced Placement, CLEP - College Level Examination Program, DSST Program, International Baccalaureate (IB), Scholastic Aptitude Test (SAT). 
3. Select the Year the exam was/will be taken from the drop-down menu.
4. If adding an International Baccalaureate (IB) exam, select the Department of the exam.
5. A list of examinations will appear. Select the + button to the right of the exam title to add it to the Course List.

A pop-up notification will confirm that the exam has been added:

Delete Exams

If an exam was added in error or an incorrect Year was selected, delete the individual exam from the Course List by selecting the delete button (trash-can icon) to its right.

To delete all exams of a particular type, select the Delete All button to the right of the exam set name (e.g., AP - Advanced Placement). 

Add Military Credits to Bundles

To add Military Credits to a bundle:

1. Select the Military Credits tab.
2. Within the Organization drop-down, select the Military Organization.
   • Choices: Air Force, Army, Army Enlisted, Coast Guard, Coast Guard Aviator, Coast Guard Enlisted, Coast Guard Warrant, Department of Defense, Marine Corps, Marine Corps Enlisted, Marine Corps Officer, Navy, Navy Enlisted, Navy Enlisted Certification, Navy Enlisted Classification, Navy Limited Duty Officer, Navy Warrant.
3. Select the credit Year from the drop-down menu.
4. If prompted, select a Pay Grade from the drop-down menu.
5. A list of courses and occupations will appear. Select the + button to the right of the course or occupation to add it to the Course List.

A pop-up notification will confirm that the course or occupation has been added:

Delete Courses or Occupations

If a course or occupation was added in error, or an incorrect Year or Pay Grade was selected, delete the individual entry from the Course List by selecting the delete button (trash-can icon) to its right.

To delete all courses and occupations, select the Delete All button to the right of the Organization name.