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Welcome to Transferology Lab! The Transferology User Guide for TES Evaluators is written specifically for those users working with TES evaluation, whose functions include creating and sending evaluation tasks (i.e., unarticulated courses) from the Lab to TES. Using this role, Transferology administrators can determine who has access to the feature and exercise some control over the quantity of TES evaluation requests stemming from Transferology. This user guide is a brief, function-focused document that was written to guide the user through the application, thereby supplementing the Help and overlay features already built into Transferology.

First, a basic overview of the application is presented, followed by key user functions for TES Evaluators in the remainder of this guide.


Before proceeding, some basic, higher-level details about navigation, access, and design of the application can assist you as you work. Click here for the basics!


Upon successful login to Transferology Lab, the School Management page is generated. TES Evaluators will see four options in the menu bar:

  1. Advising & Recruiting
  2. Rule Management
  3. School Profile
  4. User menu

These menus contain functionality that is specific to the logged in TES Evaluator, as described in detail below.


TES Evaluator Functionalities

Advising & Recruiting menu

The Advising & Recruiting menu contains functionalities that include transfer equivalencies, replacement courses, course bundles, and programs:

  • Transfer Equivalencies
  • Replacement Courses
  • Course Bundles
  • Programs

Transfer Equivalencies

Transfer Equivalencies is a robust feature that allows all Lab users to view comprehensive lists of all of the equivalencies that subscribing schools have defined.

To learn more, see the Transfer Equivalencies page.

Replacement Courses

The Replacement Course page allows users to assist the student who approaches them for guidance in taking a course at another school (over the summer, for example) at their leisure in order to transfer it back to their home school. Therefore, Replacement Course functionality is a sort of reverse lookup: select the course at the distant school to determine where a student can take it to get the credit transferred back.

To learn more, see the Replacement Courses page.

Course Bundles

The Course Bundles functionality simulates the student's user experience in Transferology by allowing users to locate schools that accept transfer coursework and run student audits. Users have the capability to create multiple bundles, thereby streamlining their workflow.

  • Transfer tab (default)
  • Replacement tab
  • Empty tab

To learn more, see the Course Bundles page.


The Programs page allows Lab users to view the program lists for different schools to create What-if audits (where available). Programs may be run for any school with integration connected to its degree audit. Schools can also display a list of programs with descriptions and a link to the school's website for more information.

To learn more about viewing programs, see the Programs page.

Rule Management menu

TES Evaluations

All Lab users can view/filter their school's evaluation tasks from the Rule Management menu option for TES Evaluations. The table provides a listing of all requests submitted for TES evaluation, in addition to filter and sort capabilities that the user can apply to the table to customize the display.

To learn more, see the TES Evaluations page.


School Profile

The School Profile menu contains the School Management option and Promote Your School options:

  • School Management
  • Promote Your School

School Management

The School Management page for the TES Evaluator contains several tabs:

  • Profile Preview
  • Campuses
  • Users

Profile Preview tab

The Profile Preview tab (displayed by default) contains institution information that is customizable by the TES Evaluator:



The institution image dimension for the larger banner is 830×270 and the smaller thumbnail is 170×170. Only CollegeSource staff can edit these images. Please contact us for assistance.

Campuses tab

The Campuses tab lists the alphabetical names of satellite campuses to your institution by city and state:

Users tab

TES Evaluator may view other users in the Transferology Lab via the Users tab. The Users tab presents a comprehensive, detailed listing of active and inactive Lab users associated with your account.


TES Evaluators may not add/edit users.

Promote Your School

Promote Your School (available to all Lab users since the 1.6.2 release) serves as a branding and marketing resource for Lab users searching for general guidelines regarding Transferology brand use, including the following:

  • Promote your school using referral links and badges
  • Logo assets
  • Guidelines for ads and marketing materials

To learn about branding, see the Promote Your School page.