1. Faculty Review Panel Training for the Course Equivalency Management System Webinar

2. WELCOME AND INTRODUCTIONS

3. First Off, a Thank You Chancellor Fingerhut, Paula Compton, and everyone at the Board of Regents would like to thank you for the hard work that you put in to make our Transfer system work. Without your expertise and guidance, we would not be where we are today.

4. OTM/TAG REVIEW PROCESS

5. HISTORY AND BACKGROUND

6. Ohio has had a statewide Articulation & Transfer Policy since 1990  Assured transfer students the same consideration and treatment as native students  Created the concept of a Transfer Module, a subset of general education courses guaranteed to transfer as a whole. Revised Code 3333.16 (2003) – Colleges and universities working together to develop and implement a course equivalency system. The Legislation

7. Institutional Specialization Courses All Transfer Assurance Guide Courses Transfer Assurance Guides (TAGS) Ohio Transfer Module Career-Technical Education Stackables Certificates High School Diploma & Advanced Coursework Baccalaureate Degrees Associate Degrees Mobility Magnet (Attracts-Retains-Graduates) Students have opportunities to take college courses and engage in college experiences while still in high school (PSEO, Dual Enrollment, Advanced Placement Tests, Tech-Prep). Short-term certificates that build on one another in both technical and academic areas, and which may contain college credit that provides an alternative learning pathway for the adult workforce. Course Equivalency System Bi-lateral Agreements Career-Technical Assurance Guides Apprenticeship Programs The Institution’s Signature Courses and Programs The Institution’s Marks of Distinction General Education Curriculum (OTM) Seamless transfer from Associate to Baccalaureate degrees

9. The University System of Ohio will raise Ohio’s Educational Attainment (primary goal of the Strategic Plan) by: ◦ Graduating more students ◦ Keeping more graduates in Ohio ◦ Attracting more talent to Ohio These are economic growth drivers. The Strategic Plan & Credit Transfer

10. Inform students in advance about courses and programs needed and eligibility for transfer. KEY STRATEGY: Students will know in advance the courses and programs guaranteed to transfer and apply to their degree program. This includes the general education component and the pre-requisite and beginning courses in their majors. An ever- expanding pool of guaranteed courses and degree programs for transfer will be available to the citizens of Ohio. (pp. 61 Strategic Plan for Higher Education 2008- 2017) Guaranteed Credit Transfer

11. Seamless Transfer Courses will transfer and apply, not only to fulfill general education requirements, but also as major credit. Start education anywhere Increasing the Economic Vitality in the State

12. TRUST among the Ohio institutions of higher education. Trust built through extensive FACULTY INVOLVEMENT. FACULTY are the key because they are responsible for the curriculum. Trust built through the VALIDATION PROCESS OF FACULTY REVIEWING the courses for rigor and content against the established learning outcomes. Trust built through meeting the implementation needs of our educational partners and having them involved in the up-front design. Keys to Success

13. Importance of Faculty Review Faculty review began with the Transfer Module in 1990. Credit transfer and course equivalency policies are supported by the faculty throughout the state of Ohio. TAGs were developed, written, and reviewed by faculty members from across the state.

14. Importance of Faculty Review Approximately 350 faculty members currently participate in reviews.

15. UNDERSTANDING COURSE EQUIVALENCY

16. Five Steps to Course Equivalency 1.Defining – Joint faculty panels meet to define learning outcomes and credit hour ranges. 2.Agreeing – Educational partners reach consensual agreement on the learning outcomes via a statewide feedback process. 3.Matching – Institutions match courses to learning outcomes and credit hour ranges. 4.Submitting – Institutions submit specific course materials based on learning outcomes and credit hour ranges. 5.Reviewing – Faculty review panels validate course materials against learning outcomes, recommended credit hour ranges, and other requirements.

17. What Is a Match? A match is a set of one or more courses in a subject area that is grouped together as meeting a specific set of guidelines/learning outcomes, recommended credit hour ranges, and other requirements, represented by a corresponding Ohio Articulation Number (OAN), Transfer Module Area or Transfer Module Articulation Number(TMAN). An OAN or TMAN is a naming convention used to uniquely identify sets of learning outcomes. Because Ohio does not have a common course numbering system, OANs and TMANs were created, instead, to act as “connectors.”

18. Who Approves Matches? Faculty panels consist of faculty members from across the state who have been chosen to represent their discipline. These panels were formed, based on nominations from both two- and four-year institutions. It is these panel members who make the decisions regarding whether or not a match should be approved.

19. What Qualifies a Match for Approval? The match must meet at least 70% (or in some cases 100%) of the learning outcomes. Credit hours should be taken into account as well because they are commonly viewed as an indicator of breadth and depth. The match must also meet any other requirements including co-/pre-requisite, laboratory hours, and textbooks.

20. What Is an Equivalency? An equivalency exists between two matches that are approved as meeting the same specific set of learning outcomes.

21. Examples of Equivalency Course 1 OAN001 Course A Approved Match Equivalency

22. Course 1 OAN002 Course A Approved Match Equivalency Course 2 Course B Examples of Equivalency, cont.

23. Course 1 OAN002 Course A Approved Match Equivalency Course B

24. CALENDAR CONVERSION

25. Statistics for Calendar Conversion 17 institutions undergoing Calendar Conversion Approx. 1500 TAG matches and 1500 OTM courses to be reviewed. 4 Review Periods for TAGs, 3 for OTM As a comparison, since we began using CEMS, just over 500 TAG and 250 OTM courses have been approved.

26. Definition of a Semester Hour Semester Credit Hour Definition One semester credit hour will be awarded for a minimum of 750 minutes of formalized instruction that typically requires students to work at out-of-class assignments for an average of two hours for every hour of formalized instruction. The instructor bears the primary responsibility for formalized instruction, which may be delivered in a variety of modes.

27. Process for Full Review Including Course Inventory Creation and Match Submission Submit to OBR Check submission materials for completion Faculty Panel Lead Full Panel Review ApprovedDisapproved or Pending Fill In Match Data Start date Show how Guidelines/Learning outcomes are met by using information from syllabus or other documents Must be filled out by a content expert Create a Match Returned for rework and full review Full Review If: Not previously approved Not on eligible-for-expedited-review list Contains new courses Create New Course(s) Required Course Data Course Title Transcript ID Start Term/Year Required Attachments: New Syllabus Pre-/Co-Requisite Syllabi (OTM) Credit Hours Catalog Description Instruction Goals or Objectives Description of Assessment

28. Submit to OBR Check submission materials for completion Verify Eligibility for Expedited Review Faculty Panel Lead Partial Panel Review with at least two faculty members ApprovedDisapproved or Pending Expedited Review if: Previous match was approved Contains only converted courses In an expedited eligible subject area Fill In Match Data Start date Notate as expedited Create a Match Returned for rework and full review Approved Convert Course(s) Required Course Data Course Title Transcript ID Start Term/Year Credit Hours Required Attachments: New Syllabus Old Syllabus Memo Detailing Changes Pre-Requisite Syllabus (OTM) Catalog Description Instruction Goals or Objectives Description of Assessment Process for Expedited Review Including Course Inventory Creation and Match Submission

29. Requirements for Expedited Submissions Match must have been approved under the quarter system. All courses used in match must have had little to no content changes. A document/memo indicating how the course has been changed in the conversion must be included with the course submission. A copy of the quarter-hour syllabus must be included in the course submission.

32. Calendar Conversion Website http://regents.ohio.gov/calendar-conversion/index.php

33. COURSE EQUIVALENCY MANAGEMENT SYSTEM (CEMS)

34. What is CEMS? Course Equivalency Management System Developed in 2007 to facilitate the online submission and review of TAGs, OTM and CTAGs

35. Updates Since the Implementation Improved workflow Additional document types Easier password recovery

36. STEP-BY-STEP REVIEW PROCESS IN CEMS

37. CEMS WORKFLOW Content Experts Institutional Coordinator OBR Coordinator Faculty Panel Lead Faculty Panel Members Match Approved Match Disapproved Match Pending The content experts at a given institution work in conjunction with their institution’s Coordinator to develop both a course inventory and a match. The institutional Coordinator quickly reviews the submission, and if there are no glaring errors, sends the submission forward to the appropriate Faculty Panel Lead. Upon receipt of the submission, the Panel Lead conducts a quick review, and if there are no glaring errors, sends it forward to the panel members, who send their decisions back to the panel lead. Sent forward by: Coordinator or Faculty Panel Lead Sent back for re-work by: Coordinator or Faculty Panel Lead LEGEND Sent back for re-work after review by: Faculty Panel Lead If the panel disapproves the match or says it is “pending,” the match is sent back to the OBR Coordinator, who then forwards it to the school’s institutional Coordinator for re-work. It may then be re-submitted in the next review cycle. If the panel approves the match, it is then posted as part of a guarantee.

38. STANDARD REVIEW PROCESS

39. PANEL LEAD PORTAL – MANAGE SUBMISSIONS

40. Login

41. Password Recovery

42. Select Panel Lead or Panel Member

43. Select Panel Lead Portal

44. Panel Lead Portal Overview

45. Manage a Match – Learning Outcomes

46. Manage a Match – Course Info

47. Course Attachments

48. Panel Lead Decision

49. Panel Lead Portal

50. PANEL LEAD PORTAL – FINALIZING REVIEWS

51. Finalize Reviews

53. PANEL MEMBER PORTAL – COMPLETING REVIEWS

54. Select Panel Member

55. Panel Member Portal Overview

56. Review Learning Outcomes

57. Review Decision

58. Reasons for Disapproval/Pending

59. Review Completed

60. Panel Review Summary

61. EXPEDITED REVIEWS IN CEMS

62. PANEL LEAD PORTAL – EXPEDITED REVIEWS

63. Expedited Review Process

64. Return to OBR, Approve or Send for Review

65. PANEL LEAD PORTAL – FINALIZING EXPEDITED REVIEWS

66. Reviews Ready for Final Disposition

67. Panel Review Summary

68. PANEL MEMBER PORTAL – EXPEDITED REVIEWS

70. Review Expedited Submission

71. Expedited Submission File Types

72. Faculty Review Panel Responsibilities Represent your discipline, not institution Complete reviews in a timely manner Communicate with your panel lead if you will not be able to participate in a review session Collaborate as a team to come to a consensus for each review. Implement the established learning outcomes

73. Support

74. CEMS Support Website http://regents.ohio.gov/transfer/cemssupport/index.php

75. Questions?

76. Hands-On Demonstration

77. Lunch

78. Group Discussions 1. Expedited Review Process within Each Team 2. Meaning of Consensus 3. Review of Helpful Hints 4. Timeline 5. Communication Plan