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CollegeSource Support

Calendar Conversion Encoding Information


In the event that your institution undergoes a calendar conversion (e.g., quarter calendar to semester calendar), the COM.ARTHOMETA setting (referencing Articulate Home Transfer Articulation) can instruct DARwin to treat home courses taken under the old calendar system as courses that need articulation.

COM.ARTHOMETA requires that an articulation audit is run.

The RunBar must be set to an A.

This is identified as "A-Audit & Evaluation." An "E-Evaluate Courses" option will not work to initiate ARTHOMETA processing.

No articulated home courses are stored back for the student when COM.ARTHOMETA is processed.


A student has three original home courses:

  • CPL011
  • CPL012
  • PEM101

All three courses were taken under the quarter system (in place from 1989 to 1990), along with one transfer course–ATH151B–which was received and articulated while the institution was still under quarters. An articulation audit run with COM.ARTHOMETA =Y shows the effect of articulating old course credit values to semesters:

Example of a locked course:

Notice the credit conversion for CPL011, CPL012, and PEM101:
ATH171 (3 sem hrs) was evaluated and locked with conversion to DARwin quarter hrs equivalent - ATH151B (4.5 qrt hrs) 

No credit conversion is performed for a previously locked evaluated course, ATH151B:

The evaluated course is not subjected to a re-articulation against the home Transfer Articulation conversion tables, although an unlocked previously articulated course would be subjected to the calendar designated by the most current Target Institutional Reference table.

Other methods for converting credits for previously locked articulated courses or for re-articulating both locked and unlocked courses include EVALHOME of E and EVALRUN of H, or a Home-to-Home articulation where all old work (home or previously evaluated) are assigned a different INSTCD before articulation.


Next, a transcript arrives for the student with two more transfer courses, and the student takes a third quarter course. The effect of COM.ARTHOMETA is seen in the audit.


Note two changes as a result of COM.ARTHOMETA = Y and EVALRUN of A:

  1. The original home CPL courses have combined to form a new course that is their semester equivalent course, ENG307.
  2. The newly received (semester) transfer work is evaluated against the transfer institution's source Transfer Articulation table, and the credit is articulated using the most current home Institutional Reference table (semester).

The previously articulated course, ATH151B, remains untouched.

Encoding Using COM.ARTHOMETA

Using COM.ARTHOMETA requires two Institutional Reference tables to be encoded for the home institution:

  1. The Institutional Reference table with a current date range will continue to be the home (or target) Institutional Reference table.
  2. The Institutional Reference table identifying the home institution with an earlier date range (not current) will become the transfer (or source) Institutional Reference table for the purpose of performing a self-articulation.


Performing COM.ARTHOMETA also requires that a Transfer Articulation table be encoded to articulate the old home courses to the new home courses.

Home Institutional Reference Table

Minimal changes need be made to the Institutional Reference table with the current date range since it will continue to perform as a target table for both home courses and transfer courses. If the grade that your institution awards transfer courses is the same as the grade awarded to home courses, then no changes are necessary.

Conversely, if the grades awarded to articulated transfer courses are distinctive transfer grades (e.g., TR, TA, or K), then you must prepare the Institutional Reference table with the current date range to interpret universal grades in the Universal-to-Institutional direction to two different types of grades:

  1. A distinctive grade awarded to transfer courses
  2. A grade that maintains the original grade on the original home course taken under the earlier calendar system

Below is a screenshot of a Grade Table within the Institutional Reference Table:


Each universal grade that could be sent as a result of a home grade will need to have a Grade entry to interpret the grade back to its original grade value.

An earlier dated quarter course with a grade of A should restore that grade to its articulated course. A newly received transfer course with a grade of A should have a TA grade assigned to its articulated course. To differentiate between the two universal grade entries of 4.0, a system condition code representing a home grade is tested.

Source Institutional Reference table (Home Institution)

The home Institutional Reference table, with a date range earlier than the current date, will become our source Institutional Reference table during COM.ARTHOMETA.

This table will be set up as a source Institutional Reference table for grades being interpreted in the I2U direction with universal grades assigned. Additionally, the system condition code that will be used by the target Institutional Reference table to distinguish a home course from a true transfer course needs to be assigned by this source Institutional Reference table.

One additional field should be set to help with the appearance of the old course work articulations on the audit. The Report InstID is shown containing FORMERLY. While this is not DARwin University's institution name, the designation serves the purpose to uniquely identify the former identity of quarter courses when they have articulated to a different semester course value.

Report InstID within the Institutional Reference Table for TARGET

CPL011, CPL012, CPL013 combined and became ENG307. These courses are reported as FORMERLY: CPL011, 012, 013.

Transfer Articulation Table

A Transfer Articulation table will need to be created with your home INSTID (and CD, if being used). The date range of this table should coincide with the date range on the Institutional Reference table being used as the source Institutional Reference table. The date range reflects the period prior to the implementation of the current calendar system.

Only courses that will actually convert into a new value need be entered. Any other course, as in the case of our PEM101 example which continues its designation without change, will be articulated by a special articulation rule entry.

The transfer (or source) course entry of the special articulation rule consists of the usual universal matching character (asterisk *) to permit each source course to match.

The home (or target) course entry has a percent sign (%) as its beginning and ending character, which surrounds the universal matching characters. The special character is the value entered in COM.DERC.

COM.DERC is usually set to a percent sign (%).

Because the home (or target) course is entered as %*****%, DARwin knows to carry forward whatever characters the source course has in its designation into the correlating positions on the target course.

Semester Courses

If the student eventually takes a course offered as a semester course, this course undergoes no articulation.



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