Test Equivalencies For Display in Transferology

This article provides resources for institutions testing equivalencies for display in Transferology® as part of the onboarding process.

CollegeSource recommends institutions test equivalencies before going live with Transferology® to help ensure that Match results are being returned as expected and enhance the institution's understanding of how equivalencies will display to students and staff in the applications. At a minimum, an institution should review the equivalencies to top partner schools before going live.

Manage Source Schools

uAchieve and PeopleSoft schools

Review the Unknown Schools tab in Manage Source Schools to verify which schools have yet to be linked to source codes supported by Transferology.

As noted within Getting Started with Transferology: Considerations for uAchieve Schools, not all unknown Source Schools need to have aliases or be marked as hidden for the institution to go live with Transferology®. Unknown schools are not shown in Transferology. It is up to each institution to determine when the school feels that enough Source Schools have been mapped to go live with equivalencies. Some schools concentrate on first ensuring that top partner institutions and those in a close radius have aliases before going live and then reviewing additional data as resources permit.

Check Transfer Rules

uAchieve and PeopleSoft schools

Transferology® provides students with catalogs to select courses, standardized exams, and military credits. These catalogs originate from TES® and are the data source used in Transferology® Lab Course Bundles and Replacement Courses.
When searching for matches, Transferology looks through each institution's source of equivalencies and attempts to locate rules containing the transfer courses as formatted in TES. If the transfer rules have different formatting, Transferology will be unable to find the equivalencies and thus not produce matches. 
Check Transfer Rules provides Transfer Specialists a means to review the alignment of the departments used in equivalencies with the department structures in TES. A Match % of less than 100% means that at least one Department within the institution's equivalencies does not align with those in TES. 
It is recommended that institutions supplying rules from uAchieve or PeopleSoft review Check Transfer Rules to determine if any departments are used in transfer rules that do not exist in the institution's catalog and thus would prevent a match from displaying in Transferology. If there are, the institution can create Department Aliases to enable the equivalency to be found in searches.

Course Bundles

Course Bundles are grouped collections of courses, standardized exams, military credits, and program requirements within Transferology® Lab. Institutions can create Transfer and Replacement Bundles to test Match results and verify that Glossary Messages are displaying.

See the following documentation for additional information:

uAchieve schools only

Institutions supplying equivalencies from uAchieve may find that Match percentages are lower than expected if the Transfer Articulation (TA) rule transfer/source course and the course code displayed in Transferology are not aligned, as noted above in Check Transfer Rules.

Similarly, the if TA rule home/target course and the course code in Transferology are not aligned due to extra or missing alpha and numeric characters, a lower-than-expected percentage match could be returned.

If rules with ACourses/IFlags are not being returned at the Match percentage expected, institutions can check the status assigned to these values on the ACourses/IFlags tab of Category Mappings. See ACourse and IFlag Scoring System for a description of assigned weights.

Transfer Equivalencies

Transfer Equivalencies is a feature of the Lab that allows users to view comprehensive lists of all equivalencies that participating schools have defined. As part of testing, institutions can review the equivalencies displayed for source schools, verify that Glossary Messages are displaying, and get an idea of the information staff members will see on this page.

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