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Articulation and roll to history of transfer coursework for a specific student is done in SHATAEQ.

Students started in DARS who need updates

Students with pre-existing transfer coursework entered in DARS cannot be altered in SHATAEQ and new transfer coursework must be entered in SHATRNS.  For coursework that needs to be added, edited, or deleted for a student whose coursework was initially input through DARS: send to the responsible party (NTC or SoPA) for addition, edit, or removal in SHATRNS. SHATAEQ will be bypassed altogether and updates done directly in SHATRNS.

Prior to articulating coursework, enter transfer equivalencies in SHATATR.

Articulation

Complete the SHATAEQ key block

Enter the student’s ID and transfer institution number. Go.

  • If you don’t know the institution number, click the lookup button on the Institution field and select “View student institutions (SHQTRIT)”. Click on the record to select and click SELECT.

Complete the Transfer Articulation Evaluation block

  • Term

  • Transfer Group

  • Level

  • Course subject and Course number from the original transcript

  • Credits (auto-fills)

  • Grade

  • Title (auto-fills)

  • SAVE

  • Repeat this step for each course.

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Making an exception to override a previously-articulated course
  • In the Articulation Ind field, click and select Override Edit.

  • Manually enter the level, subject, course, credit, grade (TRF), mode (0), and course title.

 Use case example

ARC 308 from UT Austin (006882) was articulated as ARCH 1940 at the UG level. The School of Architecture needed to transfer the course in as ARCH 6110 at the GR level.

Articulate

Select Perform Articulation from the Tools menu. SAVE.

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Roll to history

Next block to the Equivalent Roll Block.

Choose Roll to History from the History Indicator drop down menu in the Equivalent Roll block. SAVE.

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It may take up to 5 minutes for the transcript to refresh.

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Making changes to a student’s articulation

  1. In SHATAEQ’s Equivalent Roll block, select the Delete from History from the History Indicator drop down. SAVE.

  2. Tools > Perform Unarticulation. SAVE.

  3. Make changes

  4. Tools > Perform Articulation. SAVE.

  5. Roll to History. SAVE.

More about articulation

  • When you perform articulation:

    • Y displays in the Articulate Indicator field.

    • N will display if no articulation is performed.

    • Overriding articulation requires you to enter a value of O in the Articulate Indicator field.

  • When you un-articulate:

    • Y becomes null

    • O does not change

  • All records with N are not unarticulated, as no articulation was previously performed

  • When courses are rolled to history, they are no longer visible in SHATAEQ. To make changes, they must be deleted from history. That will put the courses back into SHATAEQ for changes.

  • When doing an unarticulation/rearticulation job, it only affects the Institution you are you actively working on in Banner.  Multiple Institutions must be unarticulated/rearticulated in their own Institution screen in SHATAEQ.

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