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					    Statewide Transfer Initiative:
        The Indiana Version

Michael McCauley, Director, Academic Systems
           Ball State University

Troy Holaday, Ass’t Director, Accademic Systems
              Ball State University


   Institute for the Study of Transfer Students
                 Ft. Worth, Texas
                   January 2007
                 Overview
2-year public institutions:
• Ivy Tech State College (22 sites)
• Vincennes University (1 branch campus)
4-year public institutions:
• Ball State University
• Indiana State University
• Indiana University (6 regional campuses)
• Purdue University (3 regional campuses)
• University of Southern Indiana
Independent Colleges of Indiana
•1 two-year
•31 four-year
             Overview
Indiana Commission for Higher Education
• Coordinating Board for higher education
institutions in Indiana
• Establishes/monitors policies governing
higher education in Indiana
• Approves new degree programs
• Constituencies include: public higher
education institution, industry, Indiana General
Assembly, Governor of Indiana
               Overview
    Independent Colleges of Indiana (ICI)
•   Coordinate information among members
•   Assist with grant opportunities
•   Represent member interests with public
•   Solicit grants from corporate interests
•   Collect, analyze, and disseminate information
    about member institutions
•   Provide variety of collective services to
    members
  Background/Chronology
Feb. 1992 – Indiana General Assembly passed P.L.
19-1992, which mandated 30 semester hours of
gen. ed. courses transfer among state institutions.

April 1998 – Ball State’s Automated Course
Transfer System (ACTS) becomes the first fully
interactive web-based course equivalency system.

January 1999 – Governor O’Bannon announces
creation of Ivy Tech Community College of
Indiana (ITCCI)
    Background/Chronology
April 2000 – ICHE announced the Transfer Indiana
(transferIN.net) Initiative and created the Statewide
Transfer and Articulation Committee (STAC) and the
System Development Committee (SDC)
September 2000 –ICHE (SDC) selectd the Miami
University CAS software and named Ball State
University to host the Transfer Indiana Central
Office (TICO)
November 2000 – ICHE approved budget request
for the project, sent it to the General Assembly
April 2001 – No new initiatives funded
   Background/Chronology
Sept. 2001 – Articulation agreements concluded
with all public 4-year campuses for eight VU
A.A./A.S. degrees.
March 2002 – STAC completed the Transfer IN
(TIN) course grid, identifying equivalencies for 40
most frequently taken courses; (over 11,000 course
equivalency decisions made on 14 campuses)

May 2002 – ICHE approved Principles Guiding
Statewide Transfer and Articulation in Indiana
developed through STAC
   Background/Chronology
April 2003 –HB 1209 reinforced role of STAC
(made it official) and demanded accountability.
2004-2005 –Refined and expanded the TIN Grid
2006 –Additional legislation enacted requiring 12
additional program articulations; required that the
course articulations reach 70 and be known as
“Core Transfer Library” courses
August 2006 – Funding provided for the Transfer
Indiana Central Office and the transfer system
pilot project
         Committees
                    STAC
 Statewide Transfer and Articulation Committee

Comprised of faculty representatives from each
2-year and 4-year public institution and three
officials from the Independent Colleges of
Indiana (ICI), who represent the private
colleges/universities
   Committees (STAC)
Chaired by the faculty representative to the ICHE
Meet monthly
Determine the course/program equivalencies for
selected degree programs
Assist in the preparation of the annual report on
transfer activities to the Indiana General Assembly
Assist in the development of statewide transfer
policies and maintain list of transfer resource people
Develop
from each institution
   Committees (STAC)
Determine course equivalencies for the Core
Transfer Library


Completed articulation agreements for VU AA & AS
degrees (2+2 agreements) in English, History,
Philosophy, Political Science, Psychology, Sociology,
Pre-law, and liberal arts; completing same for ITSCCI
liberal arts programs
   Committees (STAC)
Established “discipline” sub-committees to
articulate programs most frequently transferred
from 2-year to 4-year institutions:
•Business Administration
•Early Childhood Education
•Electronic Technology
•Computer Information Systems
   Committees (STAC)
Principles Guiding Statewide Transfer and
Articulation in Indiana
• Faculty primacy          • Articulation for
• Equal partners             majors
• Collective               • Inclusion of
  responsibility             Independents
• Comparable               • Constructive
  treatment of students      evaluation
• Course-to-course         • Wide
  transfer
                             communication
    Committees (STAC)
Principles Guiding Statewide Transfer and
Articulation in Indiana
•   Currency
•   Multi-directional transfer
•   Responsiveness to student problems
•   Appropriate timing of transfer
        Committees
                    SDC
    System Development Committee

Composed of representatives from each 2-year
and 4-year institution and one individual from
representing the independent colleges/
universities. Members have expertise in
admissions and/or student services technologies.
     Committees (SDC)
•Chaired by member of ICHE staff (Dr. Ken Sauer)
•Meet monthly, except for July
•Assist in the preparation of the annual report on
transfer activities to the Indiana General Assembly
•Assist with the development of statewide transfer
policies
Responsible for:
   • organization of statewide transfer initiative
   • selection of appropriate software
   • developing the budget
   Committees (WDC)
•Recommended a campus-based Transfer Indiana
Office to be housed at Ball State University
  • had experience with systems development
  • possessed individuals with expertise in course
  equivalency evaluation
  • had appropriate technical expertise

• Selected the Miami University Course
Applicability System (CAS) as the software
    Committees (WDC)
• Selected the Miami University Course Applicability
System as the software
   • student-accessible, interactive
   • determines course acceptability, identifies course
   equivalents, illustrates course applicability, and
   references source/target institution course
   equivalents – curricular planning
   • can accommodate many degree audit software
   products, such as DARS, Datatel, and Jenzabar,
   PeopleSoft, SCT Banner
    Committees (WDC)
Budget for the pilot project (four public and three
independent colleges) was divided into several
categories:
   • License fees
   • hardware, equipment
   • personnel (director, technician, TA specialist)
   • travel and training
   •S&E
   • Total = approximately $400,000
     “Institution Blueprints”
• Captured the following data from each
institution: Technical Environment:
  •Student information system
  •SIS version
  •SIS database used
  •Automated degree audit system used, version, database
  •Transfer Articulation System, version, database
  •Servlet container used, version, SSL?
  •Java version (if used)
  •JDBC Drivers available for databases
     “Institution Blueprints”
  •XML editor used
  •Transcript scanning software used
  •Electronic transcript system used
•Functional Questions:
  •Are your articulation rules and equivalencies in place in
  your degree audit system?
  •From which institutions do you receive most of your
  transfer students?
  •Number of transfer student applications processed
  annually
  •Number of out-of state transfer students annually
       “Institution Blueprints”
    • Approximate number of transfer courses processed
•   each year

    •Approximate number of students transfer FROM your
    institution annually

    •Name the institutions to which your students are most
    likely to transfer
                  Timeline
August & September, 2006 – Execute proper
paperwork for project; secure appropriate
hardware; select TICO staff (director, TA
specialist, CAS technician, office support); secure
server

October-December, 2006 – Install software (CAS
and interface); conduct testing; refine timeline;
create guidelines for TICO support; select
implementation team members;
                Timeline
January-March, 2007 – Expand Implementation
Team; refine timeline; secure appropriate data
from pilot institutions; begin to load data onto
server; coordinate interfaces with IMS; begin to
externalize transfer information via website (for
first two schools); monitor progress being made
at pilot institutions; provide TA and technical
support as requested; make enhancements as
directed; provide on-site TA and CAS technical
support as requested.
              Timeline
April-June, 2007 – Add IUPUI, ITCCI,
Valparaiso, and University of Indianapolis to
system (when interfaces are in place);
expand Implementation Team to include
reps from next 7 participating schools; add
flat file data from institutions that are ready;
conduct appropriate testing; monitor
progress made among participating
institutions,
              Next Steps
Secure funding from legislature or private
funding source
Expand TICO staff to support next phase
Add additional public and private institutions as
they become ready (SIS changes, degree audit
software installations, etc.) until all schools
wishing to participate are on-line
   Contact Information
Michael E. McCauley, Dir. Academic Systems
Ball State University, 400 N. McKinley Ave..
Muncie, IN 47306
mmccaule@bsu.edu (765) 748-0576

Troy Holaday, Ass’t Director, Academic Systems
Ball State University, 400 N. McKinley Ave.
Muncie, IN 47306
tholaday@bsu.edu (765) 748-1198

				
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