1. TES® College Source: Tips and Tricks for Implementation & Maintenance
CIAC Annual Conference 2017
April 28, 2017
Ceci Herrmann, San Francisco State University
Megan Lawrence, Kaiser Permanente School of Allied Health Sciences
Candra Raynor, Kaiser Permanente School of Allied Health Sciences
We all introduce ourselves

2. TES® College Source Who currently uses?
Who uses only to access course descriptions?
Who is considering implementation and at what level?
Course catalog reference only
Storing equivalencies
Public display of equivalencies?
Reviewer workflow?
Are any community college campuses using CollegeSource? How?
Candra

3. What is TES CollegeSource?
Transfer Evaluation System (TES®)
Only commercially available software for developing and publishing articulation agreements. On one platform:
Access an institution’s library of course descriptions
Implement an evaluation review workflow
Store and maintain approved equivalencies
Publish equivalency information
Ceci

4. Institutional Examples
West Coast University
CSU Pomona
San Jose State University
Ceci

5. Ceci (if hyperlinks don’t work)

6. Ceci (if hyperlinks don’t work)

7. Ceci (if hyperlinks don’t work)

8. Ceci (if hyperlinks don’t work)

9. Adoption of TES College Source
CSU: for implementation of CSU Fully Online program
KPSAHS: to better communicate transfer equivalencies to students, the public, and community college counselors
Ceci – bullet #1
Megan – bullet #2

10. Presentation Goals
Compare and contrast two institutions (one public, one private)
Stages of implementation
Use of software
Implementation processes
Maintenance considerations
User discussion
Tips for new adoptors
Megan

11. San Francisco State University
Ceci (for all of SF State University slides)

12. Implementation Rationale
Early stage: Implemented in response to AB 386 as a platform for CSU Fully Online Program.
Mid-stage: Potentially fill gap not met by ASSIST – display approved equivalencies at non-ASSIST institutions

13. Early stage implementation
Initial campus use limited to accessing course descriptions for institutions outside of ASSIST during admission evaluation process
Required for Fully Online:
Identify CSU GE/AI requirements using TES “tags”
Create equivalencies with other CSU courses – based on how their courses are tagged - to provide information to SFSU students about those courses.

14. Demonstration: Course Tags 1
Demonstration: Course Tags 1. TES creates tags at institution’s request 2. Institution applies tag to course

15. Demonstration: Course Tags 3. Display of course to TES users:

16. Demonstration: Viewing Reciprocal Equivalencies 1
Demonstration: Viewing Reciprocal Equivalencies 1. View list of other institutions that have built equivalencies with your institution’s curriculum.

17. Demonstration: Viewing Reciprocal Equivalencies 2
Demonstration: Viewing Reciprocal Equivalencies 2. Identify courses at select institutions

18. Demonstration: Viewing Reciprocal Equivalencies 3
Demonstration: Viewing Reciprocal Equivalencies 3. Review and create equivalency based on titles

19. Demonstration: Viewing Reciprocal Equivalencies 4
Demonstration: Viewing Reciprocal Equivalencies 4. Or review description first.

20. Early stage implementation: Training
AO user training: TES webinars; brief video demos available at the site; manual.
Guidance regarding timelines from CSU CO, and support for selected procedures.
CSU AO collaborative problem-solving
Learning from mistakes

21. Mid-stage implementation: Objectives
Use TES to capture and display articulation of courses at non-ASSIST institutions approved to meet key SFSU requirements:
Admission requirements – “Golden 4”
Other graduation requirements – American Institutions; 2nd year comp
Key major prerequisites or bottleneck courses (Business, Nursing, Design)
Course substitutions approved by faculty if suitable for articulation

22. Developing buy-in and awareness
Pre-public launch: form an informal advisory group. Staff from: Admissions/Transfer Credit; Advising; Registrar.
Familiarize group with TES activity, objectives and next steps.
Establish procedures for routing equivalency information to TES via Articulation office.
Solicit feedback and buy-in.
Post-public launch – how to direct users to the site; campus introduction and training.

23. Maintenance Considerations
TES tools for maintenance
Lag time for new catalog roll-out in TES
Migrating equivalences, tags and user- added courses to next catalog

24. Questions for SF State?
Five Minutes

25. Kaiser Permanente School of Allied Health Sciences (KPSAHS)

26. Brief Description of KPSAHS
150 – 200 enrolled students every quarter
Located in Richmond, California
Affiliated with The Permanente Medical Group
Accredited by the WASC Senior College and University Commission
Allied Health Focus:
Bachelor of Science degrees (degree completion programs)
Diagnostic Medical Sonography – General and Cardiac
Nuclear Medicine Technology
Radiographic Technology
Associate of Science degree
Medical Assisting
Candra

27. Implementation Rationale
Context: Bachelor’s and Associate degrees require completion of specific prerequisite requirements
Institutional needs:
Database for approved prerequisites (move away from spreadsheets)
Mechanism to publish approved prerequisites (without IT department)
Inter-rater reliability
Save staff time
Archive accepted transfer credit [not easily extracted from SIS]
Support students and community college counselors
Supports WASC Senior CFR 2.14 (excerpt): Institutions that serve transfer students provide clear, accurate, and timely information…
Candra

28. Responsibility
Implementation: Collaboration between Admissions and Student Records.
Training (webinars, reading)
Meetings to enter equivalencies
Maintenance: Student Records
As transfer credit is evaluated, results are entered into CampusVue for both accepted and non-accepted courses
Megan

29. Adding Equivalencies
tes.collegesource.com
Megan

30. Megan

31. Megan

32. Megan

33. Megan

34. Megan

35. Megan

36. Viewing Course Tags
tes.collegesource.com
Megan

37. Megan

38. Megan

39. Publishing on Website
Candra

40. Candra

41. Candra

42. Candra

43. Implementation Challenges (1 of 2)
Name on public website?
Catalogs may not always be current
Maintaining equivalencies between catalogs
Directing the public to the database
Candra

44. Implementation Challenges (2 of 2)
Misinterpretation of database. “My course isn’t listed; it isn’t accepted!”
Candra

45. Questions for KPSAHS? Five minutes Invitation to learn more…
Community College Counselor and Articulation Officer Open House at KPSAHS
Friday, June 9, 2017, 11am – 1pm
RSVP:
Candra