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NEW IN 1.7!

The Transfer Pathway Administrator role is new in the Transferology 1.7 release!


Welcome to the Transferology Lab! The Transferology User Guide for Transfer Pathway Administrators is written specifically for those users tasked with pathway management. 

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 Transfer Pathway Admins 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 Transfer Pathways Admin, as described in detail below.


Transfer Pathway Admin 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.

TES Mode

The purpose of TES Mode is to help users target the courses from other institutions for which students most want transfer answers. Users with the TES evaluations role assigned to their account may enter TES Mode to create evaluation tasks from courses appearing in four areas of the Transferology Lab:

  1. Course Bundles
  2. Recruit Students

  3. Advise Students

  4. Unknown Equivalencies
TES Mode in Course BundlesTES Mode in Unknown Equivalencies
  • Note that TES Mode is only available in Unknown Equivalencies to those users assigned the role of School Administrator or Transfer Specialist AND TES Evaluator


When viewing matches in the Course Bundles, TES Mode tab is available for those courses listed on the Maybe tab (i.e., courses that have not yet been reviewed by this school and therefore may not transfer), if applicable.

Remember: the institution the Lab user is logged in from must have an active subscription for TES in order to utilize this function.


The example below will explore TES Mode when searching for matches on a course bundle. Clicking the % Match button for the school directs you to the school's page listing the tab for Matches, Maybes, and/or Misses:


The TES Mode tab is available only when the following two conditions are met:

  • A Maybe tab is present
  • The school you are logged in from is a subscribing TES school

When both conditions are met, a TES Mode tab will appear on the right side of the page adjacent to the School Profile:

Assign These Requests To

New in 1.6.2, the Lab user can specify who to assign TES evaluation requests to, other than the default assignee (if desired).


The ability to assign requests to a specific user is controlled on the General Information tab.


Add Courses to the TES Mode tab

On the right side of the screen, click on the TES Mode tab; the Maybe tab on the left will automatically toggle to the top when this action is performed.

The TES Mode tab is the area where "Maybe" courses from the left side of the screen may be added to and sent to TES for evaluation. As you know, the Maybe tab provides a list of courses that have not yet been reviewed by this school and may not transfer. Select any courses from this list that you want to send out to the TES evaluation workflow.

Adjacent to the course of interest at each school on the left, click on the plus button(s) () to add the course(s) to your queue on the TES Mode tab on the right. 

Only courses that exist in TES can be part of an evaluation task; they are marked with the plus button.


When a course is sent out through the integration, this is called an evaluation task in TES.



Those courses marked as (Requested) have already been sent out for review. Click directly on the (Requested) notation to be directed to the TES Evaluations page:



Delete Courses

To delete a course added to the TES Mode tab, simply click the trash can button () adjacent to the desired course. The course will be removed from the list.

Link Courses

Users may link together two or more courses from the same institution, which will result in them being evaluated together in TES.

When multiple courses are added to TES Mode, those courses taken at the same school display the ability to be selected and linked together via the Link button (). 


Remember: the TES Evaluation may send a maximum of 10 evaluation tasks per Send to TES click.


Courses linked together count as a single evaluation task.


Click in the selection box to select the courses to be linked, and then click the Link button; the linked courses will now display on the same line on the TES Mode tab:

Note that the Link button disappears once the courses are linked together.

Unlink Courses

To unlink courses, click the Unlink button () next to the course that needs removed from the grouping. This unlinked course is dissociated from the linked group and drops back down to the bottom of the course list:

Send to TES

After adding courses to the TES Mode tab, click the blue Send to TES button () to send the selected courses out to TES for evaluation. Send to TES actually creates the evaluation task in TES, but the progress of evaluation requests are viewable in both the Transferology Lab and in TES to all Lab users.

Successful Request

Below, a Sociology course taken at EKU is successfully sent to TES for evaluation:


The View link provides additional details for the TES Evaluator in a pop-up window:

  • Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.
  • Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).


Failed Requests

Occasionally, a request for TES evaluation fails.

Course Previously Requested From the Transferology Lab

Below, History course taken at EKU are not able to be sent to TES for evaluation because an they were previously request from the Transferology Lab (i.e., clicked the (Requested) link next to the institution):

The View link provides additional details for the TES Evaluator in a pop-up window:

  • Assigned To: The assignee designated on the "Assigned To:" line is always the user chosen for Creator/Assignee for any external evaluation requests.
  • Created By: The creator assigned on the "Created By: line is always yourself (if you have a user account for the subscribing school–otherwise the creator will be the user assigned as Creator/Assignee for any external evaluation requests).
  • Comments: Your role must be set to view Comments to view the information in this section
  • Activity Log: Your role must be set to view activity logs to view the information in this section
Daily Evaluation Request Limit Met

The number set in the General Information tab has been met for the day, resulting in a fail message.

School Profile

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

  • School Management
  • Promote Your School
  • Pathway Management

School Management

The School Management page for the School Administrator contains several tabs:

  • Profile Preview
  • Campuses
  • Users

Profile Preview tab

The Profile Preview tab contains institution information that is customizable by the Transfer Pathway Transfer Administrator:



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

Transfer Pathway Administrators may view users from the Users tab. The Users tab presents a comprehensive, detailed listing of active and inactive Lab users associated with your account.

See the Users tab page for more information.

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 more, see the Promote Your School page.

Pathway Management

Pathway Management is an area where transfer agreements between your institution and its partner school may be managed and approved for student viewing. These agreements, or pathways, are sometimes referred to as "transfer pathways" or "2+2 agreements. Pathways are established one-on-one between partnering schools through mutual agreement. Pathways allow students to explore transfer options between schools to take advantage of these partnership agreements, e.g., by taking the first two years at a local community college followed by two more years at a four-year university.

In the screenshot below, for example, my school (Ohio University) has three partner schools:

  • Columbus State Community College
  • Hocking College
  • Washington State Community College

To learn more, see Pathway Management.