Requesting an Editor Account

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Category - Equivalency Management

Providing Data
The Transfer Navigator is a platform which aggregates course equivalency and transfer pathway information. Built as an open-source tool, the Transfer Navigator can be ported to various plugin architectures and can be deployed on multiple CMS flavors. Data Sources The SUNY implementation of the Transfer Navigator builds upon the data structure of the evolving SUNY […]
Degree Works Data
The primary way the Transfer Navigator receives data is through the Degree Works API or through Degree Works database extracts. When campuses use Degree Works as their primary data source, they are not required to install any software, extract data, or manage the data in the Navigator. Campuses will continue to be involved in the […]
Knowledge Base / FAQ
The Transfer and Articulation Office has developed a knowledge base to help orient faculty and staff to the project. You may access the knowledge base by navigating to: https://transfer.suny.edu/faculty-staff/step/kb-step/
Results Page
After a user searches for a course and subject, they will be presented with the results page. The results page will provide advanced course equivalency details and guidance. This document provides you with information about each element present on the page/ Page Header and Notices The top of the results page includes a breadcrumb for […]
Requesting an Editor Account
Campus users can request a course editor account by completing the online account request. To make the request, use the editor account request form. You do not need an account to use step.transfer.suny.edu, read information within the site, or share public resources. Only users who will maintain or adjust campus data should request an account. […]
Campus Configuration Page
The campus configuration page is used to set your campus parameters, and tailor the Transfer Navigator to your campus needs. To access the configuration page: (1) Login to your editor account by navigating to the login form. (2) Enter your username and password. (3) Access the editor dashboard by selecting the option on your admin […]
Campus Guidance and Notices
Campuses can optionally include guidance or policy information on their transfer in results page, and as an information link on other result pages. This is often used when campuses want to notify current students that they are required to seek pre-approval for transfer work, or is used to provide critical information that may apply to […]
Common Data Format
The Transfer Common Data Format (Transfer CDF) is a universal data format proposed for use by all campus and university systems in the United States to facilitate the exchange of transfer course equivalency data. The format is structured in a system-agnostic manner, allowing campuses to extract data in the Transfer CDF format. Tools can then […]
How can we hide or exclude courses from display in the Transfer Navigator?
Degree Works campuses can exclude courses from display in a series of ways. You may notify the support team to exclude records based on the following: Course Disciplines/SubjectsCampuses can exclude disciplines when your campus has replaced a course discipline/subject code, retired a discipline/subject code, or use a discipline/subject code that is only for internal purposes […]
Where do we insert the XTEQ attribute if we wish to suppress records from displaying?
For Degree Works InstitutionsThe XTEQ attribute should be added to the “Equivalent Course Attributes” on SHATATR. You may also choose to add this attribute to your campus catalogs if you plan to routinely exclude the record. For Non-Degree Works InstitutionsThis is not a required feature for non-DW senders.
How can a campus edit or hide courses manually in the Transfer Navigator?
If a campus needs to hide individual courses that do not follow a particular pattern, you can manually change the course when logged in to the Transfer Navigator. You must be reviewing your own campus records using the Transfer In view. (1) Find the course and select the blue editing icon on the results table. […]
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