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API: Application Programming Interface-set of tools that provides an interface through which all CollegeSource applications access the uAchieve database tables

AWS: Amazon Web Services-the leading hosting service CollegeSource utilizes for hosting uAchieve

audit: (see degree audit) The report by which students or staff at a school determine EXACTLY where a student is in the process of completing the requirements for a degree. Examples include uAchieve degree audit, Academic Advisement (PeopleSoft), Degree Works (Banner).


Batch: Part of uAchieve that is a tool used by staff at a school to schedule and run large bunches of audits for a particular set of students. This set may be all students, but more often it is a smaller, more selective group, e.g., all freshmen, all engineering students.


CAS: (see Transferology) Course Applicability System—the predecessor of Transferology.

Catalog: (see course catalog)

client: (see uAchieve client) Part of uAchieve that is a localized piece of software that interfaces with the uAchieve database through which encoders do their work; works in tandem with the server.

complex What-if: Circumstance of running an audit against a degree program that is different from the one on the student's record AND also taking into consideration the minor, concentration, and/or markers as part of that degree audit request.

consultants: CollegeSource staff who train and help encoders.

course catalog: (see catalog) A comprehensive volume documenting all courses that have been, are currently, or will be offered at an institution. Therefore, courses listed in the course catalog may not be offered every semester or quarter. The volume is organized by discipline, complete with brief description of each course. The course length, credit offered, level, prerequisites, academic policies, degree information, and year/term are also often detailed. The following may not be substituted for a course catalog:

  • Course listing
  • Schedule of classes
  • Tables of contents from texts
  • State standards
  • Common core standards
  • Syllabi

crosswalk: (see crosswalk mapping)

crosswalk mapping: (see program mapping)


DARS: (see Degree Audit Reporting System)

DARwin: The first client-server Windows version of DARS.

daemon: a process internal to the uAchieve server that watches the audit request tables for new audits that match its configured value

degree: (see degree program) (see program) (see major)

Dashboard: Part of uAchieve that is another web app/interface where the school customizes its implementation, runs reports, and access security.


  • In TES: The CollegeSource collection of college catalogs and course data that includes millions of course descriptions and thousands of catalogs
  • In uAchieve: The uAchieve database, not the SIS or student data

degree audit: (see audit)

Degree Audit Reporting System(see DARS) The predecessor of uAchieve.

degree program(see degree) (see program) (see major) Referred to as “career” (short for academic career) by users. Specifically this is one degree offered by a school, which may include options and minors and other stuff. Basically, degree program refers to what it says at the top of your diploma, e.g., “B.A., Fine Arts."


encoder: The person who performs the encoding, usually a staff member in the school’s office of the registrar. Occasionally, CollegeSource staff performs encoding for users.

encoding: The work a user performs to set up rules for a school’s degree programs, including general studies, repeat policies, residency requirements, etc.

exceptions: Degree audit exceptions are entries made to the student record to force the degree audit to make waivers, substitutions, replacements, or deletions to specified courses or requirements for a particular student. Exceptions may be made in several area, e.g., program/major, concentration, minor. Exceptions require approval by the proper entity on campus, generally the Office of the Registrar.




groups(see requirements)


Help Desk: (see Issue Tracker) In-house issue tracking system for the San Diego office that collects, prioritizes, and services both internal and external (i.e., from users) “tickets” for TES and Transferology: bugs, enhancement requests, and troubleshooting.


integration: The juncture where a CollegeSource application exchanges data with another application (e.g., course catalog app, user management system, SIS).

interface: (see API) Code created by CollegeSource staff that is used for integration.

issue: (see ticket)

Issue Tracker: The issue tracking system for the Cincinnati office that collects, prioritizes, and services both internal and external (i.e., from users) “issues” for uAchieve applications and Transferology: bugs, enhancement requests, and troubleshooting. Different “projects” set up in the Issue Tracker help separate help desk-type activity from deeper, technical product issues that developers use to track what goes into a release.








major: (see program) (see degree program)






plan: (part of the Planner) A student-built set of guidelines for meeting the academic content of a degree program. Plans assist students in planning an individualized academic path to graduation. As students progress through their college career, the plan continues to display past terms, while only allowing changes to be made to present and future terms. Plans may be based on more than one roadmap, thereby allowing for additions of minors, concentrated studies, etc.

Planner(part of the uAchieve applications) Application that provides students with recommended roadmaps for planning their academic careers on a term-by-term basis. This verifies itself against the audit. Whereas the degree audit looks at a program the way an institution does—all the blocks of things required to complete to get the degree—Planner looks at a program the way a student does: “What do I take each term in order to finish?”

Besides getting students to think things through and set their expectations correctly, the real benefit to institutions is that the Planner provides accurate predictions of how many students are planning to take any given course in the future. This data helps schools plan course offerings for future semesters and beyond, referred to as “course demand analysis.”

uAchieve Planner has historically depended upon uAchieve audits to run. Future development of a stand-alone Planner no longer requires the uAchieve degree audit.

program(see degree program) (see major)

program mapping: (see crosswalk mappings) Degree program mappings between uAchieve and an exernal interface.


Questions: Questions is a utility within the Support Center that enables CollegeSource software users to ask questions of the community and gather meaningful answers. Questions includes useful features such as accepting and voting for answers, adding screenshots or code blocks to questions/answers, turning on email notification for specific topics or the entire site, and tracking which users provide the most/best answers..


Registration Wizard: (see Schedule Builder) Predecessor of the uAchieve Schedule Builder.

requirements(see groups) Discrete blocks of logic within a uAchieve degree audit that dictate what a student must take, e.g., a “General Studies Math requirement” lists required math options, according to your major. Requirements are often expressed in abbreviations, like the following Social Behavioral Sciences requirement:

Take 1 from ANTH 101, ANTH 102, ANTH 105
Take 1 from HIST 101, HIST 102
Take 1 from SOC 101
Take 1 from PHIL 107
Take 1 from PSYSC 100, PSYSC 150

  • A student could take PSYSC 100 and ANTH 101 to complete the requirement
  • ANTH 101 and ANTH 102 would not complete the requirement

roadmap: (part of the Planner) A staff-built “idealized progression” for a student that is built from the student’s audit report. Essentially, a roadmap is the software version of an academic advisor handing a student a sheet showing which courses to take which term, including marks for any options. Students load a roadmap in the Planner and customize it to their preferences, including rearranging courses. Advisors and students can also exchange messages through the Planner about a student’s specific plan.


Schedmule: (see Schedule Builder) The stand-alone, hosted platform version of the Schedule Builder that was created in the 4.5.1 release, allowing students the ability to build personalized schedules without the need for the uAchieve Planner.

Schedule Builder: (see Schedmule) (part of the uAchieve applications) Tool that takes the courses a student intends to complete in a given semester (e.g. courses I will take this fall) and then checks the SIS data for times/dates/sections offered. It takes into consideration any blocks of time the student has reserved (for sports practice or to sleep in) and auto-generates schedules for the student to pick from. They can, of course, edit the schedule from there, swapping in one course for another and so on.

Future development of a stand-alone Schedule Builder no longer requires the uAchieve degree audit.

SDL(see Student Data Loader) The uAchieve student interfaces

Self-Service: (see uAchieve Self-Service) Part of uAchieve that is the web version used by staff/students at a school to perform the normal functions of uAchieve software: mainly, running audits.

server: (or uAchieve server) Part of uAchieve (a piece of software, not a physical piece of hardware) that is the behind-the-scenes “engine” performing the work processing an audit request to create a degree audit; works in tandem with the client

SIS(see Student Information System

Student Data Loader(see SDL) A small bit of programming that reaches out from the uAchieve software to the SIS, grabs student data, and loads it into uAchieve for processing. Afterward, that student data is dumped in favor of gathering fresh data each time (e.g., in case a student changes majors). Today, all customizations are performed in the SDL. Custom configurations, which are different, are made in Dashboard. Those settings go into the database and are stored. SDL customizations must be updated/tested with each upgrade.

Student Information System: (see SIS) The database of students owned by a university and its software that performs most of the operations at a school. An SIS does not necessarily use the uAchieve degree audit, but may use another SIS for degree audit: PeopleSoft, Banner, Datatel, Kuali, Colleague, Workday (new), Jenzabar (old).

summer melt: Phenomenon where students graduating high school have genuine intentions of attending college in the fall but, for various reasons, never make it on campus

Support CenterLanding page for product documentation, especially the uAchieve applications. Access support, services, training, news, and Questions: 

If you don’t have a Support Center account, request one account here:


TA(see Transfer Articulation)

ticket: (see issue)

Transcript Importer: Automated tool that imports electronic transcripts directly into uAchieve student tables and performs transfer evaluations to be bridged back to the Student Information System.

Transfer Articulation(see TA) Part of Achieve that involves setting up equivalency rules so that courses coming in from another university are automatically “converted” into local credit. Transfer Articulation is a less common type of encoding since not every school does it in uAchieve—some perform it in their SIS. Currently, Transfer Articulation resides within the uAchieve client, with limited functionality also in Self-Service. (All client functionality will eventually move to Self-Service)

Transferology: (formerly, CAS) A nationwide network that provides quick answers to students wondering how their college credits (and other learning experiences) transfer to higher education institutions.

Transferology Lab: The staff version of the Transferology application


u.achieve: (see uAchieve) Predecessor of uAchieve (see Planner) Predecessor of the uAchieve Planner. (see Transferology) Predecessor of Transferology.

uAchieveUsed to refer to any of several references:

  • the application that processes and return audits
  • the degree audit software and all of its components: client, server, Self-Service, Dashboard
  • (part of the uAchieve applications) A collection of tightly-integrated applications that also includes Planner and Schedule Builder. This collection was formerly called the “uAchieve Suite.”

uAchieve client(see client)

uAchieve daemon: (see daemon)

uAchieve Self-Service(see Self-Service)

uAchieve server(see server)




web app: A CollegeSource product run in a web browser: uAchieve® Self-Service, uAchieve® Planner, and Schedmule™. Dashboard may also added to this list as a separate web app (from a code perspective), but only provides security and admin functions for the other applications

What-if: (see complex What-if) Circumstance of running a degree audit against a degree program that is different than the one on the student's record. This is useful when considering hypotheticals, e.g., what if the student changes majors?







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