1. 2016 Transfer Specialist Conference
Oct 13, 2016 | Brainerd, MN | Cragun’s Resort & Hotel in Gull Lake

2. TES®/Transferology™ Lab Workflow
Session 3
TES®/Transferology™ Lab Workflow

3. TES®: The Transfer Evaluation System
Research Courses, Track Evaluations, Empower Transfer
1. Complete Catalogs
Over 98,000 catalogs and adding more every day
4. Customized Reports
Access to reports of Usage, review catalog changes from feeders, review catalog changes to your courses
2. Millions of Course Descriptions
Over 82,500,000 course descriptions, all in the same format, and right at your fingertips
5. Access Remotely
Fully hosted by CollegeSource, access TES from any Internet connection
3. Research School and Courses
Institutional Profile, transcript keys, full .pdf catalogs, links to websites, datasets
6. User-Friendly
The TES interface is simple to navigate, and easy to learn

4. Recruit students, Improve equivalencies, View trends
Transferology™ Lab
Recruit students, Improve equivalencies, View trends
1. Attract Transfer Students
Prospective transfer students asking you for more information, while supplying their completed coursework.
4. Lists of transfer courses
Access to lists of courses students are adding to Transferology and courses students want to see your EQs for.
2. Review equivalencies
Access to your institution’s equivalencies as well as those of all other participating institutions.
5. Worldwide Presence
Over 530M accounts created. Over 5.5MM courses added to student Transferology profiles.
3. Refine your equivalencies
Tools to help you review your current equivalencies, as well as create new ones.
6. User-Friendly
The Transferology Lab interface is intuitive, simple to navigate, and easy to learn.

5. TES and Transferology Integration
Newly introduced features allow for the information to flow both directions between the two tools
1. There was always integration from TES to Transferology:
3. New integration allows Evaluation Tasks to be initiated from Transferology
2. Changes to equivalencies in TES refresh once a week to Transferology
4. Track the status of the request and communicate to the student as soon as an equivalency is created!

6. Live Demo!
Let’s look at both systems and see how St. Catherine University is using the new features.

7. THANK YOU!
Lori Francisco Transfer Projects Manager – St. Catherine University
John P. Panzica Transfer Solutions Specialist – CollegeSource, Inc.
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