Encoding (also known as "Transfer Articulation," or just "TA") is the process by which courses from other institutions are evaluated for credit at your institution. The encoding process involve translating your institution's transfer evaluation rules and policies, entering information about your transfer institutions, and then determining how their courses match (articulate to) those at your institution. After TA tables are set up, they also need to be maintained. Fortunately, the entire tedious process is automated by the uAchieve application.
Encoding is accessible via the Self-Service menu bar/Home page since the 4.3 release:
Historically, encoding was only accomplished in the uAchieve Client via the Transfer button:
The Transfer Articulation page is generated. From here, you may Search available schools (by School Name or Source ID) or Add New School:
uAchieve and Encoding
The uAchieve application can:
- Identify courses as Home (Target) courses or Transfer (source) courses
- Recognize Transfer course naming conventions
- Equate Transfer courses with appropriate Home course designations
- Translate grades and credit from Transfer-to-Home values
- Store course equivalencies per institution
- Store program-specific equivalencies per institution
- Store statewide transfer rules and agreements
- Treat Transfer courses differently than Home courses in an audit report
Click directly in the Search field to search existing schools by either School Name or School ID.
New in 4.5.2 School search in the Transfer Articulation area is no longer case-sensitive.
As the search term is typed, a list of schools that match automatically populate the table under the search field.
From the TA screen, you can View () a particular school of interest:
Typically, there is only one IREF table per institution–at most two.
When clicking the View button, a combined list of all of the unique schools that the user has TA tables and IREF tables set up for will display:
Re-name any existing school via the Rename button. Edit the name and click the Change Name button to enact the new name change:
Clone, Edit, Delete
From an existing IREF or TA table, you may also Clone, Edit, or Delete:
The School Name and Source ID are listed in the header above the table, along with the number of IREF tables (top) and Transfer tables (bottom) created for the selected school:
Click the Return to List () button to return to the previous search screen.
Add New School
Click the Add New School button () to add a new institution to the Transfer Articulation list. The Add New School pop-up window prompts the user to key in a school name and unique Source ID:
Click Cancel to remove the cancel the school addition, or Add School to continue.
When you log in to Self-Service Encoding, you must perform a one-time Add New School () for any of your "missing" schools in order to pull the information from the Client into Self-Service.
Add uAchieve Tables
A blank list of tables appears where you may proceed with the articulation, which involves adding Institutional Reference (IREF) Tables () and/or Transfer Articulation (TA) Tables () for your specific institution:
These green action buttons will walk you through a wizard to assist in setting up a new table.
The wizard consists of several fields that help build new IREF and TA tables:
The wizard for TA will contain one additional field: DPMask (optional):
First Year Term
Input the First Year Term
|Input the Source CD, if applicable|
Input the DPMask, if applicable
- Create IREF button () to create a new IREF table
- Create TA button () to create a new TA table
- Cancel () to discard the new table
Institutional Reference tables (or IREF tables) outline several items for both your Home institution as well as each Transfer institution from which student may have courses, including the following:
- course structure
- institutional calendar
- recognized grades
See IREF Tables to add new tables and other information.
Transfer Articulation tables (or TA tables) contain the rules for each Transfer institution that specificy what is generated as an equivalency at your Home institution when source courses are evaluated.
See TA Tables to add new tables and other information.
Click the Save button () to conserve all data and changes made on the table screen to the database.
Click the Exit Table button () to return to the previous articulation screen in Self-Service, where all IREF and TA tables are displayed.
In the footer of the table, two areas list modification details for the selected IREF or TA table:
- Last Modified provides a date/time stamp of the last change to the table
- By identifies the user (by username) who performed the last modification to the selected table
This information can prove valuable to encoders tracking changes in transfer articulation within the institution.
Three Characteristics of a Source Course
Information in the uAchieve tables changes incoming transfer courses into something your institution recognizes using the three characterstics of a transfer course: course identity, course credit, and course grade.
A Transfer course can be articulated into an equivalent course. uAchieve can artculate a variety of course sets:
uAchieve can also articulate transfer courses to departmental-level credit.
* Course information is stored in TA tables *
The credit associated with a course from an institution under a calendar system different than yours can be converted or articulated.
uAchieve articulates grades on Transfer courses into to those acceptable by your institution.
* Articulation of credit and grades is handled by IREF tables *
In the Transfer Articulation area, use the Add or Save buttons to add courses in Self-Service.
The [Enter] button on the keyboard cannot be used for quick entry of courses at this time.
To learn more, consult the functional documentation and Frequently Asked Questions (FAQs) below:
|Calendar Conversion Encoding Information||Function document addressing how to encode for calendar conversions, e.g., quarter-semester changes|
|Transfer Articulation FAQs||Frequently Asked Questions pertaining to the new Transfer Articulation feature in uAchieve Self-Service|
|Course Condition Codes||Setting course condition codes in the uAchieve client and workarounds|