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Transferology Lab FAQs

Frequently Asked Questions (FAQs) are common questions that are individually addressed.

FAQs contains dynamic content that is frequently updated, so please check back often. If you have a question to add to the list, contact us.


What functionality does each user role in Transferology Lab have access to?

For details on permissions associated with each role in Transferology Lab, see current role permissions. Below is a summary of role permissions.

 

All Users

ALL users have the same access to the following areas/functionalities (that are in addition to role-specific access bulleted below each role below):

  • Equivalencies (Replacement Course and Transfer)

  • Course Bundles

  • Programs

  • TES Evaluations

  • Promote Your School (i.e., branding)

  • My Profile

 

Recruiter

Permissions for all users (above), plus:

  • Recruit Students
  • School Profile-Profile Preview (cannot edit school profile)
  • School Profile-Campuses (read-only access if multicampus)
  • School Profile-Users (cannot add/edit users)

 

Advisor

Permissions for all users (above), plus:

  • Advise Students
  • School Profile-Profile Preview (cannot edit school profile)
  • School Profile-Campuses (read-only access if multicampus)
  • School Profile-Users (cannot add/edit users)

 

Transfer Specialist

Permissions for all users (above), plus:

  • Manage Source Schools
  • Check Transfer Rules
  • Category Mappings (requirement categories)
  • Category Mappings (Acourses/Iflags or Alt Courses)
  • Glossary Messages
  • Popular Courses
  • Unknown Equivalencies
  • School Profile-Profile Preview (cannot edit school profile)
  • School Profile-Campuses (read-only access if multicampus)
  • School Profile-Users (cannot add/edit users)

 

School Administrator

Permissions for all users (above), plus:

  • Manage Programs
  • Questions (audits must be enabled)
  • Audit Setup (audits must be enabled)
  • Pending Audit Requests (audits must be enabled)
  • School Profile-Profile Preview, General Information, Contact Emails, Location
  • School Profile-Campuses (read-only access if multicampus)
  • School Profile-T-Rex Tab (PeopleSoft Only); read-only access
  • School Profile-Users
  • Pathway Management
  • Student Traffic Stats
  • Course Catalog
  • Year Term Conversions

 

Program Administrator

Permissions for all users (above), plus:

  • Manage Programs
  • Questions (access limited to schools with audits enabled)
  • Audit Setup (access limited to schools with audits enabled)
  • Pending Audit Requests (access limited to schools with audits enabled)
  • School Profile-Profile Preview and Users (limited access)
  • Year Term Conversions
  • My Profile

 

TES Evaluator

 Permissions for all users (above), plus:

  • Request TES evaluations
  • School Profile-Profile Preview (cannot edit school profile)
  • School Profile-Campuses (read-only access if multicampus)
  • School Profile-Users (cannot add/edit users)

 

Transfer Pathway Administrator

Permissions for all users (above), plus:

  • School Profile-Profile Preview (cannot edit school profile)
  • School Profile-Campuses (read-only access if multicampus)
  • School Profile-Users (cannot add/edit users)
  • Pathway Management

For details on permissions associated with each role in Transferology Lab, see current role permissions.

 

How are the icons for Undergraduate Population and Annual Tuition ranges defined?

The icons provide a visual indication of the Population and Tuition, based upon a 5-point scale. The ranges for each are defined in the table below:

Undergraduate Student Population   Annual Tuition

 

Icon

Range

(Students)

 

Quintile

 

Icon

Range

(Dollars)

0-3,600 1 0-6,000
3,600-7,750 2 6,000-9,000
7,750-14,300 3 9,000-12,000
14,300-22,750 4 12,000-20,000
22,750 + 5 20,000 +

Exact values for Population and Tuition may be viewed in the tooltip that appears when hovering over the icon with the mouse.

 

Equivalency Data

How will schools get equivalency information into Transferology?

Data will be collected and updated in Transferology by one of three methods:

  • If you have DARwin/u.achieve and an active Connector, Transferology will be updated every week.
  • If you have TES and store your equivalencies in TES, Transferology will be updated every week.
  • If you do not have a Connector or store your equivalencies in TES, flat files may be submitted twice a year per your subscription. See Flat File Specifications.
Who do we send flat files to?

Please send flat files to Shelly Jackson at shelly@collegesource.com.

When do we have to get you a flat file?

We will add/update information in Transferology on an ongoing basis. You may give us your data file at any time, at which point you will be added to Transferology.

Catalog Data

Where is my catalog data coming from in Transferology?

See School Catalog Type

 

Audits

Is SSL required for the URL to my school's degree audit server?

No.

Does Transferology support HTTP 1.0 Basic Authorization, with username and encoded password when sending the EDAG DegreeAuditRequest?

Yes. Transferology is able to send the standard Basic Authorization request header. Please send your EDAG's Basic Authentication credentials to dave@collegesource.com.

Is a self-signed SSL certificate allowed for the URL to my school's degree audit server?

No. There are a number of schools and we do not import certificates into the Transferology environment.

My school has a Transferology Connector or external Degree Audit server. What IP do I need to allow through my school's firewall for programs to work?

Transferology must send an XML program request to your Connector or external Degree Audit server. Additionally, your Connector or external Degree Audit server must send the resulting XML program response document back to Transferology.

For this exchange of XML documents to work, your school's firewall must allow the following IP addresses to communicate with your server, and your server must be able to communicate with these IP addresses:

  • 216.68.115.164
  • 206.251.246.212
We have one school that uses PeopleSoft AA for their audit requests. Will that interface that we have built still work, or do we need to do additional setup?

The schools that use the existing degree audit and course import interfaces will continue to work. For the foreseeable future, we plan to use the same return URLs when they send the .xml documents back to u.select. The interface code is the same as u.select.

Will interactive audit work in Transferology?

Yes.

Troubleshooting Tips

If you experience issues and are on a Windows machine, follow these steps to recreate your issues:

  1. Open Problem Steps Recorder by clicking the Start button (bottom left corer in Windows), and then typing psr. In the list of results, click psr.
  2. Click Start Record. On your computer, go through the steps on your computer to reproduce the problem. You can pause the recording at any time, and then resume it later.
  3. Click Stop Record.
  4. In the Save As dialog box, type a name for the file. Then, click Save. The file is saved with the .zip file name extension.
  5. Create an OWL Issue. Choose Transferology, describe your problem, and upload the saved file for us to examine.

To view the record of the steps you recorded, open the .zip file you just saved, and then double-click the file. The document will open in your browser.

I'm experiencing issues with tabbing between menus and fields in my browser–what's causing this?

If you are using Safari, you will need to enable tabbing within the browser in the "Advanced" menu. Click in the checkbox [ ] to select the following option under the "Accessibility" section:

  • Press Tab to highlight each item on a webpage

I'm trying to log in to Transferology Lab 1.6 with the same email/password information I've always used, but it will not work. What's wrong?

The 1.6 release of the Transferology Lab introduced the unification of user accounts between Transferology Lab and TES. Some users may experience difficulty logging into the Lab after the 1.6 release, even if they are not TES users. To address this problem, please initiate a password reset using the Transferology Lab's Can't sign in?  prompt.

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