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CollegeSource Production

DARwin or u.achieve Settings for Transferology Schools

COM Table Set up

A COM table will need to be added in u.achieve/DARwin for Transferology. The COM name must match the "CAS uniq" value assigned to the school in Transferology (CAS uniq is found on the School Management page on the General Information tab). If your CAS uniq ID in Transferology is longer than 5 characters, the COM table name should be defined as the first five characters (e.g., If the CAS uniq is "TRANSFERCC" in Transferology, then the COM table should be named TRANS).

Transferology degree audit request
The COMREC in the D-ONL sysin of Transferology's degree audit request is either the first five characters of the UNIQ or the COM override on the chosen program.

COM Fields specifically defined for Transferology should be set in this COM table.

Fields to set in the Transferology COM

Field

Description

INSTIDQ, INSTID, INSTCD Identifies your institution for u.achieve/DARwin encoding and transfer rules.
DEPTBGN, DEPTLNG, CRSBGN, CRSEND, CRSLNG Identifies the format of your institution's courses.

SINSTID/CD

WWWWWWWWWW

Used as the default institution identity for source schools not specifically encoded in your u.achieve/DARwin transfer articulation tables. The values entered determine the default transfer articulation tables to use when the Source ID associated with an incoming course does not match any of your "regular" transfer tables. For example, if the Source ID on your Default table is set to "Source," enter "Source" as the COM.SINSTID.
TOPLNECT The "Top" file that will be displayed at the top of an audit. This is usually an HTML link to a disclaimer for students reviewing their Plans in Transferology. The TOPLNECT file will need to be set by a programmer. When set to -0000 the Top file will not be included. When set to -0001 the Top file will be included.
BOTLNECT The "Bot" file is extra text displayed at the bottom of an audit. This is usually a link to a Legend for students reviewing their Plans in Transferology. The BOTLNECT file will need to be set by a programmer. When set to -0000 the Bot file will not be included. When set to -0001 the Bot file will be included.
LASER Must be set to "0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ" to ensure proper formatting of the HTML audit view in Transferology.
EVALRUN Must be set to "A" so that articulations occur in Plans sent to u.achieve/DARwin from Transferology.
WEBOPTION Should be set to "1" or "2" if you want a JSP audit with expandable and collapsible requirements. Schools using the u.achieve/DARwin XML interface for Plans in Transferology should set this to 2.
GRADEKEY Set to @GRA
REVART Should be set for running a Plan with equivalencies. Set to "R" or "S."
  • R: Shows all of the courses in the "Select From" list along with those that have articulated courses from the transfer school. If there are no equivalencies, it will display "No Equivalencies available."
  • S: Shows just the courses in the "Select From" list that have an equivalent course at the transfer school.
INITFLG Set to "C" to force 1-column reports. Transferology will not properly display 2-column reports.
NODEGDATE Set to "Y" to suppress the output of "Graduation Date: UNKNOWN" at the top of Transferology programs.
STUIDRPT, NAMERPT These can replace the value reported by COM.STUID and COM.NAME for reporting the student ID and student name on the audit. The reporting of these fields is dependent on the value specified in COM.SECURE. The u.achieve/DARwin Help Files can be reviewed to understand the reporting. Optional
PREPTXT, PREPDT These can be used to replace the value at the top of the audit reading "PREPARED: time and date." Optional

Transfer Articulation Considerations

Valid Codes

We recommend the use of IPEDs, ATP, ACT, or FICE codes to identify your school and other schools in the Source ID field for the Institutional Reference (IREF) and Transfer Articulation (TA) tables. IPEDs is the recommended code for use with Transferology since it is the most widely used and is still actively updated by the Department of Education.

If you do not use valid codes, you will need to map the codes you use to valid codes via the Manage Source Schools page in the Transferology Lab.

Date Ranges

Version-specific handling of First Year Term (FYT) and Last Year Term (LYT) has changed with the evolution of the Transferology Connector. Up until the 4.4.1 version, the Transferology Connectors required the FYT/LYT to match on the IREF and TA tables. With the 4.4.1 release of the Transferology Connector, the Connector began respecting range associations between IREF and TA. We recommend using six digit dates in u.achieve/DARwin to be sure that it encompasses all possible dates. The date values need to match so that the tables are found to be displayed in the Equivalencies areas of Transferology.

FYT and LYT matching on the IREF and TA tables for the same school

 

Super Default

To accommodate courses from schools without IREF or TA tables set, a "Super" Default and TA table should be set up to be used for courses that come in with a Source ID that has no match to your tables. You will need to set up the COM.SINSTID and COM.SINSTCD fields to accommodate these tables. This table should be hidden from displaying in the Course Equivalencies (see below):

Example of Institutional Reference table for Default Institution

Example of Transfer Articulation rule set for Default Institution

For more information about the Super Default, see Default Tables.

Default Tables/Reference-Only Tables

You can use Default/Reference-Only tables if you have a specific version of the Transferology connector installed. If you are currently using default/reference only tables in u.achieve/DARwin, please make sure your technical person installs the appropriate version of the Transferology connector.

For more information about default/reference only tables, click here.

Grades

Since students are not able to set the grade they have received when entering courses within Transferology, specific grades are assigned for them automatically based on the type of "course" they have entered.

Exam Scores are listed here.

Military Grades are listed here.

All other courses will have a grade of "C".

TA Rule Considerations

Each TA table should contain a rule to accept any course that may not have an equivalency at this time. Identifying these courses on the audit will help students and advisors recognize courses that may not have a direct equivalency. Be sure to hide this equivalency from displaying in the Course Equivalencies (see Hiding Information).

Hiding Information

To hide a school from displaying in the Course Equivalencies list, set the Status field on the Institutional Reference table to "H-Hide all articulations from Institution".

If you only want to hide certain articulation rules from displaying in the Course Equivalencies and the Plans with Equivalencies for Transferology, you can also hide at the rule level. This is done by setting the status to "H" on the rule level or on the Target Course level.

For example, hiding a rule with mostly the ANYC character from Transferology
You should hide any rules that could be confusing to students (e.g., rules that are mostly the ANYC character) or rules that you do not want to advertise on the web to students).

Rule Display in Transferology Equivalencies

Several fields on the TA table will display in Transferology:

  1. DP Mask: If a DP Mask is used in the Transfer Articulation table, it will display in the Equivalencies areas as "Limited To: DP Mask value" with the rule. A glossary message can be created in Transferology to help explain this DP Mask meaning to students.
  2. Alternate IDs: Alternate IDs will display as "Alternate: Alternate ID value" with the target course. If you do not want the Alternate ID to display, you can set the Hide flag in u.achieve/DARwin. A glossary message can be created in Transferology to help explain the Alternate ID to students.

  1. I Flags: I Flags associated with a rule will display as "Satisfies: IFLAG value" with the target course. If you do not want the I Flag to display, you can select the "Hide all I Flags" field in u.achieve/DARwin. A glossary message can be created in Transferology to help explain the I Flag to students.

  1. Memos: The memo field on the u.achieve/DARwin TA table will display to a user. You will need to change any memos that you do not want students to see to Private Memos in u.achieve/DARwin.
  2. LimHrs and LimCt: LimHrs and LimCt will display under the appropriate course with the text "For a total of x hours" and "At least x transfer courses must be completed" respectively.

u.achieve/DARwin Data Located in Different Locations

Set up the following

In u.achieve/DARwin

  1. Set up a COM table to use for Transferology.
    • The Transferology COM table will have the same value as the uniqID used in Transferology.
  2.  Clone the Transferology COM for each InstCD to create a new Transferology COM for each CD
    • name the cloned COM something logical to you
    • Within cloned COM set the following
      • USETADEF = Y
        • Must be set in order to use Reference Only tables.
  • USETARGET = B
    • Determines when to use the COM.TINSTID/TINSTCD values
      • TINSTID: When USETARGET = B this is the InstID of the TA tables to be used for articulation.
      • TINSTCD: When USETARGET = B this is the InstCD of the TA tables to be used for articulation.
  • USEMREF = Y
    • Determines when to use the COM.MINSTID/MINSTCD values
      • MINSTID: When USEMREF = Y this is the InstID of the IREF tables to be used for articulation.
      • MINSTCD: When USEMREF = Y this is the InstCD of the IREF tables to be used for articulation.

In Transferology

  1. On each program (when in Manage Programs) set the COM override to the Transferology COM where that program resides
  2. On the Manage School Settings page set the CEG School IDQ1, ID1 and CD1 (if needed) to the IDQ, ID and CD that you use when logging into u.achieve/DARwin to access the data you use on campus.

Degree Audit Considerations

Conditional Requirements

If there are certain requirements or sub-requirements that you want to either show or hide based on if it's an audit being run for Transferology, you can set a system condition code to hide or display these requirements. This can be helpful if you want to include a text requirement at the top of an audit for any Plans run through Transferology.
To do this:
On the Transferology COM table, add a line for CSRUN and set that to C.
Also on the Transferology COM, add a line for CASSYSC and set it equal to a value, for example "C" (you'll likely want to use a value other than C, as this is a set system condition code).


Then on the requirement or sub-requirement level (using the alternate view), set the Conditional Req/Sub-Req area to either Accept or Reject the System Condition code set in the COM table (so in our example "C").   This will either turn on that requirement or sub-requirement (Accept) or turn it off (Reject) if the request comes from Transferology.
Example of turning off a sub-requirement based on the System CC:


If there are requirements that you want to show or hide based on if a Plan with Equivalencies (Reference Articulation) is run for Transferology, a system condition code can be set to display or hide these requirements.
To do this:
On the Transferology COM table, add a line for BSYSCOND and set it to a condition code, for example "P."
On the requirement or sub-requirement that you want to display or hide, set the system condition code to the same condition code set on BSYSCOND (In our example "P"). This will display (accept CC) or hide (reject CC) when a Plan with Equivalencies is run.

Eliminating Equivalency Courses for Certain Sub-requirements

The "Exclude from Reference Articulation" (REVARTL) field in the Alternate view of a sub-requirement (General Tab) can hide equivalencies from being displayed in that sub-requirement when a Plan with Equivalencies is run. This will not eliminate the entire sub-requirement from being displayed on the audit, but it will stop the reporting of the Source courses that articulate to the courses in the Select From list.

Interactive Audit Considerations

If you are planning on using the interactive audit with Transferology, you will need to set up a few additional areas within u.achieve/DARwin. If you are already using this on your campus, you may have these areas previously set up.

COM Table

The following should be added to your Transferology COM table:

  • EXTOUT: Either value, X or Y, will produce extended output tables containing audit data required for the IA. For Transferology, a value of X should be set.
  • WEBOPTION: The interactive audit requires COM.WEBOPTION be either a value of '1' or '2'. Value '2' provides for each course, in the SELECT/NOT FROM course lists of a sub-requirement, to have a link to other institutionally provided information - such as course descriptions, section availability and registration capabilities. An example of a course link was shown at the beginning of this document.
  • CMPREND: If using a WEBOPTION value of '2', COM.CMPREND should be set to a value that represents the longest length (department and number) of a real course–not a pseudo course–expected in a sub-requirement course list. Otherwise, a length up to the maximum of 15 is acceptable.
  • CRPCRSE: Field developed to support reporting bar graphs in the interactive audit. CRPCRSE represents Credit Per Course and will establish a default credit hour value for each course count reflected in the Required Course Count of a sub-requirement/requirement without Required Hours.

Chart Categories

The Chart Categories table identifies when a special display or graph should be generated for the Requirement Category. Chart Categories should be set up in the Global Tables section of u.achieve/DARwin. 

Seven columns make up the Chart Categories area:

The first column displays next to the area on the bar graph:

1. Category Name

The next five columns are encoded to define treatment of a graph or display:

2. Total Hours

3. Total GPA

4. Transcript

5. Hide GPA

6. Hide

The last column appears only in the Chart Categories tables as a documentation text area:

7. Description

Total Hours and GPA Chart Categories

These two categories are responsible for generating the pie chart and the vertical blue GPA bar seen at the highest level of the interactive audit under the Audit display. The Total Hours Chart Category column is expected to be marked only for the requirement that is encoded to check for total hours required for the degree program. The Total Hours Chart Category generates the Audit level pie chart and does not generate a Requirement Categories bar graph. The Total GPA Chart Category column is expected to be marked only for the requirement that is encoded to check for a minimum cumulative grade point average for the degree. The Total GPA Chart Category generates the vertical blue GPA bar and also a Requirement Categories bar graph.

For more information, see Encoding for the Interactive Audit.

Technical Considerations

u.achieve/DARwin Daemon

For Transferology Plan requests, a separate daemon is necessary. It must be identified in the daemon.cfg file. Examples and more information can be found in the Transferology Technical Documentation.

Control File

The control file (CTLFILE.DAT) for u.achieve/DARwin audits must be modified for Transferology Plans. Plans require the following:

  • Use of the information in the sysin file
  • A 1-column audit
  • Not saving evaluation results

Examples and more information can be found in the Transferology Technical Documentation.

 

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