Register Now for the 2019 CollegeSource Annual Conference

Dec 03, 2018

It’s our favorite time of year again!

Get ready to connect, learn, and share in Paradise.

Registration for our 2019 CollegeSource Annual Conference is now open! The conference will be held June 17-20, 2019, at Paradise Point Resort & Spa in San Diego, California. Join us for four days of intense training on CollegeSource products with plenty of networking opportunities and lots of entertainment.

This year we are having a 72-Hour Gift Grab! Everyone who registers during the first three days of registration Monday, Dec 3 – Wednesday, Dec 5 will receive a special gift upon arrival. Plus you can catch the Early Bird wave right now for the lowest pricing available. Early Bird registration is $100 off all admission tickets and includes sessions, meals, and networking events. Your last chance to sign up as an Early Bird will be Friday, January 25.

Don’t miss out on this truly unique experience to connect and collaborate with fellow users and CollegeSource staff.

When: Monday, June 17 – Thursday, June 20, 2019
Where: Paradise Point Resort & Spa, 1404 Vacation Rd., San Diego, CA 92109

Learn More and Register for the Conference

Presenter Discount

Interested in presenting at the conference? We invite you to present on the unique way your campus uses TES®, Transferology™, uAchieve®, and Schedmule™. If your presentation is accepted, you’ll receive an additional $100 off your registration. Use the same form if you’re interested in moderating or joining a panel.

Submit a Presentation Proposal

Is there a presentation you’d like to see on the agenda? We’re looking for suggestions to help create the conference agenda. Suggest a topic here.

Pre-Conferences and Special Tracks

Maximize your conference experience and join us for pre-conference sessions! In addition to in-depth uAchieve sessions, we’ll also be bringing back the popular TES Administrator Certification course for a fourth year in a row.

After much success, the uAchieve Basic Encoding Workshop is also coming back for a second year to the conference! Get the best of both worlds with this track. It offers all the training normally included with our four-day Basic Encoding Workshop as well as the ability to attend general sessions, networking events, and more at the conference.

Have a Question?

Our hope is that we can make everything as smooth as possible for you leading up to the conference, so if you have any questions regarding registration, session selection, or hotel booking, please feel free to reach out to us.

See you in Paradise for training and fun!

TES Equivalency Export Gets New Institution Identifier Codes

Nov 14, 2018

I think we can all agree that establishing an equivalency—while not always as simple as we’d all like it to be—is fairly straightforward. However, keeping existing equivalencies up-to-date is an entirely different story. One of the more challenging endeavors that transfer credit offices have to tackle is keeping their large repositories of equivalencies (often numbered in the tens of thousands) current and accurate.

TES, the Transfer Evaluation System, provides transfer Equivalency Managers with tools to assist with this activity. The Course Change Explorer is a powerful tool that lets you see what courses have changed in another institution’s catalog. The Equivalency Batch Editor: Health Check Reports help you stay on top of changes to your own courses that are have been targeted by your equivalencies.

As a TES subscriber, you can only really take full advantage of these tools if you store your equivalencies in TES. Some schools elect to store their equivalencies only in the articulation module of their SIS, while others elect to store their equivalencies only in TES. Still others prefer to have them in both TES and in the SIS. If you are one of the schools that keeps their equivalencies in both places, you have to perform maintenance on both to keep them in sync. This is not an ideal situation—but TES provides a solution! In addition to the tools described above to help you identify the necessary changes, TES includes an option to export any equivalencies you have stored in TES to a tab-delimited text file. This file includes the most critical details of your equivalencies to help keep external systems up to date.

Most of the feedback that we have received on this export file is positive. However, we have heard from several institutions that, while this export file is great, it doesn’t provide all the data needed to make updating their SIS seamless. One such element is the school code. Even though we store OPEID, IPEDS, and CEEB codes for every school in TES, the current Export File only includes the send institution’s OPEID. Though this is the most widely-used code for institutions—particularly if they participate in Federal Financial programs—most institutions don’t store the OPEID in their SIS, preferring to use FICE or CEEB codes. FICE is no longer used by the Federal Government and was replaced by the OPEID code system. CEEB codes are still widely used, especially by institutions that require College Board exams or participate in College Board scholarship programs. Most, but not all institutions have a 4-digit code assigned to them by College Board, and so many institutions use the CEEB codes as key identifiers in their SIS to identify external institutions.

Beginning November 15, 2018, TES administrators will be able to take advantage of an enhanced equivalency export. In this new export format, we will enable TES administrators to choose up to three (3) sets of institutional identifiers to be included in their export file. These identifiers are OPEID, IPEDS, and CEEB. As shown in the following screenshot, we are adding three checkboxes for these codes.  These codes will appear after the “SendInstitutionCountry” column in the report, in the order they appear on the export screen.

TES Equivalency Export

In case you were wondering, CollegeSource collects and updates the OPEID, IPEDS, and CEEB code changes annually. We will not be adding any User-Added CEEB codes to our database, so if you have created “custom” CEEB codes at your institution, we recommend you use a secondary identifier to try to match those institutions.

Have you always wanted to use this export to facilitate (automate) the maintenance of the equivalency data in your SIS? Was it the school code data holding you back? Or maybe you just didn’t know this was available? Give this extract file to your friendly IT professional and have them map the fields in the data output to the fields in your SIS—this mapping should only need to happen once. Then you can pull this export whenever you like, pass it along, and have the updates go right into your SIS!

In my experience, I have always found that the initial request to IT goes best with a plate of baked goods! The favorite recipe of one of my previous IT contacts is Toll House Cookies… and don’t skimp on the chopped walnuts! Here’s a recipe:

Of course, you can find it right on the back of the bag of chocolate chips, as well!

If this enhance export file is a development that excites you, let us know. Feel free to share any ideas you have regarding this enhanced export file using our contact form, or in the comments below.