# Glossary Terms you will encounter in the Transfers app and throughout these docs. *** ## Approved Equivalencies (view) A workspace-wide sidebar view showing every pinned equivalence across every package. Filterable by free-text search and transferring institution. Click a row to expand it and see the same candidate card the equivalence carries on its package's **Course Equivalencies** tab, plus a link back to that package. See [Approved Equivalencies](/working-with-packages/approved-equivalencies.md). ## Arlo The in-app AI assistant. Open it from the sidebar **Help…**. See [Arlo, your in-app helper](/reference/arlo.md). ## Candidate Match A course from your home-institution catalog that Mapademics suggests as an equivalent for a transferring course. Every candidate carries a [percentage score](/reference/match-signals.md), three check signals, and a written justification. Visible in the **Candidate Matches** section of an expanded row on the **Course Equivalencies** tab. See [Matching course equivalencies](/working-with-packages/course-equivalencies.md). ## Course Equivalencies (tab) The package tab where transferring courses are matched against your own catalog and equivalents are pinned. See [Matching course equivalencies](/working-with-packages/course-equivalencies.md). ## Course Matching (stage) The package stage during which course equivalencies are being reviewed and pinned. See [Package stages](/reference/package-stages.md). ## Exclude course A row-level action on the **Transcript Review** tab that removes a course from consideration on the package without deleting it from the transcript record. Use it when a transcript line shouldn't be evaluated for credit. See [Reviewing the transcript](/working-with-packages/transcript-review.md). ## External ID An optional, free-form identifier you can attach to a transfer package — typically the upstream record ID from your registrar's system or SIS. Settable in both the [From Transcript](/working-with-packages/importing-a-transcript.md) and [Manual](/working-with-packages/creating-a-manual-package.md) create dialogs, editable from the [basic-info popover](/working-with-packages/the-package-page.md#external-id), and displayed read-only under the package title. ## Flag (Reviewer flag) A toggle on any candidate match — auto or manual — that signals it needs a reviewer's attention. Toggling it open reveals a **Reviewer note** textarea on the candidate's card for free-form context. The flag icon and note are surfaced everywhere the candidate appears: the row's Home Course Match cell, the candidate card, the [Approved Equivalencies](/working-with-packages/approved-equivalencies.md) view, and the report PDF. See [Flag and Reviewer note](/working-with-packages/course-equivalencies.md#flag-and-reviewer-note). ## Credit Match One of three [match signals](/reference/match-signals.md). Indicates that a candidate's credit value aligns with the transferring course's credit value. ## Home institution The institution that owns your Transfers workspace — the school evaluating incoming credit. Your home-institution catalog is what every equivalency candidate is drawn from. ## Issuing institution The school that produced the transcript being imported — the one whose name is at the top of the page. Identified during the [confirm-institutions step](/working-with-packages/importing-a-transcript.md) at import. Always exactly one per transcript-based package, and the same as the package's [Primary Transferring Institution](#primary-transferring-institution). ## Level Match One of three [match signals](/reference/match-signals.md). Indicates that a candidate's course level (e.g. 1000-level, 2000-level) is consistent with the transferring course's level. ## Match justification The one- or two-sentence explanation Mapademics writes for every candidate match, explaining *why* this candidate was suggested for that transferring course. Visible on the expanded row of the **Course Equivalencies** tab. ## Primary Transferring Institution The institution a package is anchored to — set when the package is created and editable from the package's basic-info popover. On transcript-based packages this is the [Issuing institution](#issuing-institution); on manual packages it's the institution you chose at creation. Always exactly one per package. ## Identified As The right-hand column on the **Transcript Review** tab, showing which real course in the sending institution's catalog Mapademics has identified for each extracted transcript line. Replaces the older "Matched To" framing — see [Reviewing the transcript](/working-with-packages/transcript-review.md). ## Manual match A candidate equivalent that was picked by hand from your home-institution library via **Select Manual Match**, rather than auto-surfaced by Mapademics's scoring. Manual matches carry a purple **Manual match** pill on their candidate card and coexist with auto candidates in the candidate set, so you can switch between them freely. See [Selecting a manual match](/working-with-packages/course-equivalencies.md#selecting-a-manual-match). ## Pin The act of locking in a particular candidate as *the* equivalent for a transferring course. A package is complete when every course has a pinned equivalent. The bulk button at the top of the **Course Equivalencies** tab is a single dynamic button: **Pin All to Best Match** with no selection, or **Pin N to Best Match** when rows are checked. ## Reopen for review An inline action on **Reviewed** rows in the **Transcript Review** tab. Click it to move the row back to **Review** status, which re-enables **Manually select course** and **Exclude course**. Available as a link on the row itself and at the top right of the expanded foldout. ## Researching The package-level stage label shown on a card when Mapademics is fetching one of the package's institution catalogs. See [Transcript Research (stage)](#transcript-research-stage). Replaces the older per-row "Researching" status — per-course research is no longer a row state. ## Reviewer note The free-form note attached to a flagged candidate match. Appears as a textarea labeled **🚩 Reviewer note** at the bottom of the candidate card whenever the candidate is [flagged](#flag-reviewer-flag). The note travels with the candidate — visible on the package, on the [Approved Equivalencies](/working-with-packages/approved-equivalencies.md) view, and in the report PDF. ## Sending institution A general term for any institution credit is being transferred *from*. On a transcript-based package, sending institutions include the [Issuing institution](#issuing-institution) and any [Transfer institutions](#transfer-institution) the student brought credit in from. On a manual package, there's just the one. ## Transfer institution A non-issuing institution mentioned on a transcript — usually a school the student took courses at and transferred credit in from to their issuing institution. Resolved during the [confirm-institutions step](/working-with-packages/importing-a-transcript.md) at import. A transcript can have zero of these or many. ## Transferring institution An umbrella term for any institution that's the source of credit on a package — either the [Issuing institution](#issuing-institution) or a [Transfer institution](#transfer-institution). A package has one [Primary Transferring Institution](#primary-transferring-institution); transcript-based packages may have additional ones detected at import. ## Transcript Research (stage) The package stage during which Mapademics is fetching the sending institution's catalog before review can start. Automated; no user action required. Shown on a card as **Researching X%** with a progress bar. See [Package stages](/reference/package-stages.md). ## Transcript Review (stage) The package stage during which transcript-extracted courses are waiting to be confirmed against the sending institution's catalog. Only applies to packages started from a transcript. See [Package stages](/reference/package-stages.md). ## Transcript Review (tab) The package tab where extracted transcript lines are confirmed against the sending institution's catalog. Only appears on packages started from a transcript; hidden entirely on manual packages. See [Reviewing the transcript](/working-with-packages/transcript-review.md). ## Transfer package The container for everything related to one student's transfer evaluation — extracted coursework, source-catalog matches, pinned equivalencies, and the final report. Created from a transcript or manually. See [Importing a transcript](/working-with-packages/importing-a-transcript.md) or [Creating a manual package](/working-with-packages/creating-a-manual-package.md). ## Year Proximity One of three [match signals](/reference/match-signals.md). Indicates that the candidate's catalog year is close to the catalog year the transferring course was taken in. *** ## Next steps * [Package stages](/reference/package-stages.md) * [Match signals](/reference/match-signals.md) * [Arlo, your in-app helper](/reference/arlo.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://transfers-docs.mapademics.com/reference/glossary.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.