Course Bundles: Manage 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 manage existing Transfer Bundles.

To manage Transfer 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.

3. Use the grid actions to manage Transfer Course Bundles:

View/Edit Bundles

To view or modify a Transfer Bundle:

1. To the right of the bundle name, select the view/edit button.
   • The Edit Bundle screen will appear.
2. To rename a bundle, navigate to the box under Bundle Name. Use the keyboard to adjust the title.
3. To remove a Course from the Course List, select the delete button (trash-can icon) to its right. 
   • To delete all courses from the institution from the list, select the Delete All button to the right of the institution's name.
4. To add additional courses, standardized exams, or military credits, see Course Bundles: Create Transfer Bundles ("Add Courses to Bundles").

Copy Course Bundles

To create a copy of a Transfer Bundle:

1. To the right of the bundle name, select the create copy button.
2. The bundle will appear within the hyperlinked list under the name Copy of (Bundle Name).

Share Course Bundles

To share a Transfer Bundle with another Transferology® Lab user:

1. To the right of the bundle name, select the share bundle with someone button.
2. Select the user to share the bundle with from the list of Transferology Lab users. 
   • Mark the checkbox to the right of the user's email.
   • To share with all Lab users, choose the Select button and select All. 
     • If an error is made, select None to clear the selections and start again.
3. The Send Email? checkbox is enabled by default. Unselect this checkbox if an email should not go to the person with whom the bundle is being shared.
   • The recommendation is to send an email notifying the user.
4. Select Share.
   • Or select Close to return to the Transfer bundle page without sharing the bundle.

The individual with whom the bundle was shared can locate the bundle on the Transfer tab under the name Copy of (Bundle Name).

View Matches

Select the view matches button to the right of the Transfer Bundle name to see how courses will transfer to institutions. See Course Bundles: View Transfer Bundle Matches for additional steps (go to "The Schools Found page will appear.")

Run Programs

Select the run program button to the right of the Transfer Bundle name to see how courses will apply to a Program. Once selected, the Programs page will appear. See Programs for additional steps.

Export Bundles

Select the export bundle button to the right of the Transfer Bundle name to export the bundle to a CSV or JSON file. See Course Bundles: Export Transfer Bundles for additional steps.

Manage Bundle Collaborators

Individuals can give other Transferology® Lab users at the same institution permission to view, edit, delete, co-own, or invite others to collaborate on a bundle. Doing so will convert the user's personal bundle into a collaborative bundle and move it to the Collaborative tab.

To grant others access to a Transfer Bundle:

1. To the right of the bundle name, select manage bundle collaborators.
2. A list of all Transferology Lab users at the institution will be displayed.
   • Mark the box next to the action(s) to which to grant the user(s).
     • Permissions are specific to the selected bundle and do not apply to all Collaborative Transfer Bundles.

3. Select Collaborate.

A pop-up notification will indicate that bundle collaborators have been updated and the bundle has moved to the Collaborate tab.

Remove/Delete Bundles

To delete a Transfer Bundle:

1. Select the trashcan icon to the far right of the bundle name.
2. When asked to confirm the bundle and all courses inside should be deleted, select Yes.