Transfer Credit Rule Writing 101 MIDHEUG WAUKESHA WI

Transfer Credit Rule Writing 101 MIDHEUG WAUKESHA, WI OCTBER 2016

NIU Stats • Judy Doyle, Assistant Director, Registration & Records, Transfer Articulation Coordinator • Fall 2015 enrollment of about 20, 000 and includes Undergraduate, Graduate and Law students • Over 50% of our Undergraduates have credits from other institutions • • Live with Campus Solutions 8. 9 in 2008 Campus Solutions 9. 0 – April 2011 Bundle 40 – February 2016 People. Tools 8. 54. 10 – August 2015

Overview Setting up Transfer Credit Processing • • Define transfer terms Define transfer grading basis Define external organizations Create pseudo courses in your catalog Set up external subjects Enter external courses Write course transfer equivalency rules

Defining External Organizations Organization Affiliation

Organization School Data

Creating the External Catalog • External Subject Table – Set up common external subjects • External School Subject Maintenance – Set up subjects by institution • School Course Classification – Enter institution’s courses

External Subject Table Multiple external subjects can be added and may use the same description

External School Subject Maintenence A school subject is added for each department with a description specific to that school and is correlated with an External Subject Area

School Course Classification Enter courses for each school subject

Creating Pseudo Courses • Develop a naming convention • Give the courses a meaningful description • Pseudo courses can be used in degree requirements

Pseudo Course Scheme

Writing Course Equivalency Rules • Transfer Subject Area • Course Transfer Rules • Program Source Equivalency

Transfer Subject Area • Add a new value • Enter Source ID • Enter Component Subject Area

Transfer Subject Area Tab

Transfer Subject Area Tab • • • Effective Date Description Min/Max Units Min/Max Grade Pts per Unit Internal Equiv Course Value Excess Credit Defaults

Subject Area Elements Tab • • Sequence Number Description Term Type Transfer Course Transfer Priority Contingent Credit Internal Equiv Course Value Save Excess Units to a Course

Incoming Course • Access the external course catalog you created by using the lookup icon for: Subject Course number

Internal Equivalent • Access your institution’s course catalog by using the lookup icon for Course ID.

One to One Equivalency Rule • Mat 150= MATH 110

Many to One Equivalency Rule

One to Many Equivalency Rule

Many to Many Equivalency Rule

Course Rejection

Wild Cards (Range with No Credit)

Wild Cards (Range with Credit)

Warning Message

Writing Course Equivalency Rules • Transfer Subject Area • Course Transfer Rules • Program Source Equivalency

Course Transfer Rules • Add a New Value • Enter Source ID • Enter an Equivalency Rule An abbreviation up to 6 characters for the institution you are working on • Click Add

Course Transfer Rules page • • • Update Effective Date Description Add components Save Warning message

Warning Message

Writing Course Equivalency Rules • Transfer Subject Area • Course Transfer Rules • Program Source Equivalency

Program/Source Equivalency • • Attach rules to programs Grading scheme Grading basis Default Transfer Grade

Attach Rules to Programs

Basic Tab - Enter Grading Information

Rules Specifications Tab

Getting Ready to Post Credit • Add transfer courses in student external education • Create a transfer model • Fetch • Review equivalencies • Post credit

External Education As part of the student’s application data entry, transfer courses will be entered into the student’s External Education page. Access the external catalog you created by using the lookup and add the courses.

Creating a Transfer Model • Course Credits Automated • Add a new value • Enter Transfer Course Details

Equivalency Details

Review Details

Making Adjustments • Move to group • Rejecting a course • Adding a comment

Posting Credit/Transfer Summary Tab

Transfer Credit Summary

Judy Doyle Registration & Records Assistant Director Transfer Articulation Coordinator jmdoyle@niu. edu