Course Bundles: View Replacement Bundle Matches

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 search for and view Matches for courses and Requirement Categories contained within Replacement Bundles and Collaborative Replacement Bundles.

To view Matches to a bundle:

1. Go to the Advising & Recruiting menu.
2. Select Course Bundles.
   • By default, the Transfer tab will be selected. 
   • If viewing results for a Replacement Bundle, select the Replacement tab.
   • If viewing results for a Collaborative Replacement Bundle, select the Collaborative tab.
     • Then select the Replacement Bundles header.
3. Previously saved bundles will populate the table.
   • Locate the bundle name.
   • Under Actions, select the view matches (%) button to the right of the bundle name.

4. The Schools Found page will appear. 

• Scroll through the results. 
  • The number of Matches found at each institution will be noted. 
    • For example, 2 of 2 Match means 2 Matches were found to the 2 courses or Requirement Categories in the Course List.
    • If no Matches are found, a message will appear noting this. It will instruct the user to add more courses and try again.
• Use the Sort and Filter options to the right to narrow results to specific needs/preferences.
  • See Course Bundles: Sort and Filter Replacement Bundle Matches
• Select the Return to the top button at the end of the Match results to quickly navigate back to the top of the list.

If viewing Matches to a personal Replacement Bundle - or viewing a Collaborative Replacement Bundle in which the user has edit capabilities - the user can make adjustments to the bundle by selecting + Add More Courses to return to the previous screen:

5. Select the # of Matches next the school name to view the Match results:

The name of the tabs that appear will depend on whether course or Requirement Categories were used in the Course List and whether Matches were found.

Course Matches

Courses Matches are courses, exams, and military credits that have been evaluated by the school as transferring back to or earning credit in place of a course offered at the school - assuming passing grades are received.

In the example above, 1 Course Match has been found to CollegeSource University's MATH150. For credit for MATH150 Calculus I at CollegeSource University, students can take MATH2204 at the transfer institution.

1. Select the underlined course to view its description, or select Expand all course descriptions.
   • Select collapse all course descriptions to hide them.

2. Select the information icon to view notes, or select Expand all notes.
   • To hide the note, click or tab away from it.

Requirement Category Matches

Requirement Category Matches are courses, exams, and military credits that have been evaluated by the school as transferring back to or earning credit not for a particular course, but rather as meeting a specific requirement - assuming passing grades are received.

In the example below, 1 Requirement Category Match has been found for the CollegeSource University (SH) Liberal Education - Humanities requirement. 

To view courses that meet the noted requirement:

1. Select the underlined Requirement Category name.
   • In this case, Liberal Education - Humanities.
2. A grid will appear, displaying the course(s) to take at the transfer institution to gain credit for the requirement.

Use the filter to look at results for a particular subject at the home institution.

Since Requirement Category names are linked to institutions' ACourses, AltCourses, and/or IFlags, it will be important for the person(s) reviewing Replacement Course Bundle Matches to have a knowledge of these conventions.

In the example below, the results communicate that if ECON1100 is taken at the transfer institution, the student can receive credit within the Liberal Education - Global Perspectives requirement at CollegeSource University (SH). A knowledge of CollegeSource University's AltCourse conventions also indicates that this course would transfer as an ECON1xx-level elective additionally counting towards the Social Science Liberal Education requirement.

No Matches

The Replacement Course(s) or Requirement Category for which no matches are found will be displayed on the (Number of) No Matches tab.