Exporting Equivalencies Using the Equivalency Search

Once equivalencies have been selected, they can be exported to Word or Excel. Exporting this data allows one to review further what equivalencies may need to be updated due to curriculum changes. It also provides a means to share information with stakeholders. No matter the reason, Equivalency Search can be used to generate a quick list of equivalencies based on prescribed parameters that can be exported out of TES. 

Selecting Equivalencies

First, locate the equivalencies that will need exporting, as detailed in the previous article. 

• Note that a maximum of 2,000 equivalencies can be exported at once. If one's search results produce more results, they will need to be refined to allow for batch editing.

In the below example, CollegeSource University is looking to find all active equivalencies to COMM103. This search was done in May of 2022, as noted in the explanation of the search criteria.

Choosing Export Option

If exporting to Word, select Word.  If exporting to Excel, select Excel.

Word

The browser one is using will determine how the export file will display.

• In Chrome, a button will display in the bottom-left corner of the window:

• In Firefox, a popup will display: 
• In Microsoft Edge, a message bar will display in the top right-hand corner:
• In Internet Explorer, a message will display at the bottom of the screen: 

Below is an example of a Word export file:

Excel

The browser one is using will determine how the export file will display.

• In Chrome, a button will display in the bottom-right corner of the window:
• In Firefox, a popup will display:
• 
• In Microsoft Edge, a message bar will display at the bottom of the window:
• In Internet Explorer, a message bar will display at the bottom of the screen:

Below is an example of an Excel export file:

Reviewing the Export

Both the Word and Excel export files have the same format and contain the following fields:

• OPEID
• Transfer Institution name
• Transfer Course (or courses)
• Equivalent Course (or courses)
• Comments
• Date Begin
• Date End

When reviewing the data:

• Enable editing to edit the spreadsheet.
• Save the file to either retain it or send it to someone as an attachment.