Transfer/Articulation

Transfer and articulation policies outline relationships between associate awarding institutions and baccalaureate awarding institutions. Below are a few resources on how institutions are using transfer and articulation to help increase the enrollment and success of transfer students.

Related Articles/Presentations

Association of American Colleges & Universities (AAC&U)

AAC&U’s Quality Collaboratives project, which assess DQP competencies in the context of transfer, has resulted in three publications.


Baxter, S. L. 1. (2013). Removing barriers to transfer an unlikely alliance. Planning for Higher Education, 41(3), 73-75. Retrieved from: Source

This article examines the issue of increasing transfer and articulation practices in the state of Georgia in the context of a rising need for people acquire high education degrees to remain competitive in a global economy.


Tennessee Higher Education Commission. (2013) Articulation and Transfer in Tennessee Higher Education: Annual Report 2012-2013 Academic Year. Retrieved from: Source

This report documents some of the articulation and transfer trends currently taking place in the state of Tennessee.


Fincher, M., Sharp, L., Burks, J., Lyon, K., Parker, M., Ward, J., Washington, B. (2014). Articulation visibility at two-year colleges. Community College Journal of Research and Practice, 38(7), 684-692. doi:10.1080/10668926.2011.585111. Retrieved from: Source

This article presents a study about the relation between articulation agreements, the visibility of such agreements and the participation of students in higher education. The method of the study included a survey of 14 community colleges and analyzing data towards understanding the level of visibility of each college’s articulation agreements. The results of the study indicate that increased visibility of articulation agreements may increase student pursuit and participation in higher education.


Bers, T. H. (2013). Deciphering articulation and state/system policies and agreements. New Directions for Higher Education, 2013(162), 17-26. doi:10.1002/he.20053. Retrieved from: Source

This article presents a contemporary list of references about articulation and transferring in higher education.


Miller, A. (2013). Institutional practices that facilitate bachelor’s degree completion for transfer students. New Directions for Higher Education, 2013(162), 39-50. doi:10.1002/he.20055. Retrieved from: Source

This article presents two studies about low-income, first-generation, and underrepresented college students who transfer from community colleges. The methods used in the studies included a mixed-methods approach. The results of the study indicated that transfer students need to be taken into account by higher education officials, whether in state policies or strategic plans, as a part of the core body of higher education students.


Arnold, J. C. (2001). Student transfer between Oregon community colleges and Oregon University system institutions. New Directions for Community Colleges, 114, 45-59. doi:10.1002/cc.20. Retrieved from: Source

Issues of student transfer are examined in this article.


Bahr, P. R. (2012). Student flow between community colleges: Investigating lateral transfer. Research in Higher Education, 53, 94-121. doi:10.1007/s11162-011-9224-5. Retrieved from: Source

Issues of students who laterally transfer between several postsecondary institutions are examined.


Chen, Q., Christy, A., Owens, M., Bortz, D., Greene, W., & King, B. (2012). Two-plus-two construction management programs and articulation agreements. International Journal of Construction Education and Research, 8(1), 4-25. doi:10.1080/15578771.2011.602179. Retrieved from: Source

This article showcases case studies of two institutions participating in articulation agreements specific to construction management programs. In addition, statistical analysis of student data help to illustrate the effectiveness of such agreements.


Fain, P. (2012, May 23). Common Sense on Completion. Inside Higher Ed. Retrieved from: Source

In an effort to meet the nation’s college completion goals, higher education institutions are looking into statewide reverse transfer systems to give “credit when it’s due.”


Gorka, S., Miller, J. R., & Yoas, D. W. (2011). A competency based approach to developing articulation agreements in computing. Retrieved from: Source

In order to increase its enrollment of transfer students from community colleges, this article looks at efforts to create competency based articulation agreements.


Gross, B., & Goldhaber, D. (2009). Community college transfer and articulation policies: Looking beneath the surface (CRPE Working Paper #2009_1). Retrieved from:  Source

From abstract: This paper explores ” the relative importance of specific policy components (such as common course numbering or common general education requirements) on post-secondary outcomes, and how such policies differently impact students with different aspirations or economic and ethnic backgrounds. In addition, we explore how the potential impacts of these policies compare with some institution-level policies such as support for tenured faculty, expenditures for student services, or expenditures for instruction.”


Jacobs, B. C., Cutright, M., Niebling, G. F., Simon, J. F., & Marling, J. L. (Eds.) (2010). Exploring promising practices in transfer student services: A Texas initiative. Denton, TX: University of North Texas, National Institute for the Study of Transfer Students. Retrieved from: Source

In this monograph, best practices of transfer success within Texas’ postsecondary institutions in the areas of Enrollment Management, Academic Support Services, Student Services, Curricular Education, Collaboration Between (Partnerships), Internal Collaboration, Print Communication, and Web/Multimedia Communication are highlighted.


National Consortium of Interpreter Education Centers. (2010). AA~BA partnerships: Creating new value for interpreter education programs 2010. Retrieved from:  Source

Chapter 6, “Double the Value: Dual Enrollment and Degree Partnership Program Model,” by Linda Stauffer examines dual enrollment (defined as “students simultaneously attend two colleges or universities, with the intention of graduating from one or the other,” p. 77) and the partnerships between these two colleges or universities.


Humphreys, D., McCambly, H., & Ramaley, J. (2015). The quality of a college degree: Toward new frameworks, evidence, & interventions. Association of American Colleges and Universities. Retrieved from: Source  

This report examines the larger policy environment and how it is and isn’t aligned with current efforts to focus on assessment of key student learning outcomes, especially in the context of transfer.


Kinzie, J. (2014). DQP case study: University system of Georgia—Georgia State University and Georgia Perimeter College. National Institute for Learning Outcomes Assessment. Retrieved from: Source  

This DQP Case Study explores the University System of Georgia’s engagement with the DQP.


The Interstate Passport Initiative – Framework Retrieved from: Source 

A framework to help support success of transfer students, which includes discussions of learning outcomes for transfer students.


Mordica, J., & Nicholson-Tosh, K. (2013). Curriculum alignment module. Champaign, IL: Office of Community College Research and Leadership, University of Illinois at Urbana-Champaign. Retrieved from: Source

This Curriculum Alignment Module from OCCRL is part of the Pathways to Results initiative.


Jenkins, D., & Fink, J. (2015, January). What we know about transfer. New York, NY: CCRC. Retrieved from: Source 

This research overview reviews recent findings on transfer from community colleges to four-year institutions, including student transfer patterns, student outcomes, barriers to transfer, the economic benefits of transfer, and the potential benefits of vertical transfer for four-year colleges and universities.


Western Interstate Commission for Higher Education. (2009). Best Practices in Statewide Articulation and Transfer Systems: Research Literature Overview. Retrieved from: Source  

This literature review identifies best practices in statewide transfer and articulation systems in higher education.


The Interstate Passport Initiative. Retrieved from: Source  

Relevant initiative for concerns regarding transfer students.


Mullin, C. (2012). Transfer: An Indispensable Part of the Community College Mission. Retrieved from American Association of Community Colleges. Retrieved from: Source  

This brief examines transfer as a core function of community colleges.


Taylor, J. L., & Bragg, D. D. (2015). CWID DATA NOTE: Increasing state associate’s degree attainment: The potential of reverse transfer. Champaign, IL: Office of Community College Research and Leadership, University of Illinois at Urbana-Champaign. Retrieved from: Source  

Credit When It’s Due (CWID) is a multi-state initiative that supports the development and implementation of reverse transfer programs and policies that confer associate’s degrees to transfer students when they complete the degree requirements while en route to the baccalaureate degree


Transfer student success resource hub. Retrieved from: Source  

Campus models and tools featured here highlight ways that we can advance transfer student success both in learning and completion of degrees of real value.


Kadlec, A., & Gupta, J. (2014). Indiana Regional Transfer Study: The Student Experience of Transfer Pathways between Ivy Tech Community College and Indiana University. Public Agenda. 1-32. Retrieved from: Source  

This report details findings from focus groups with college students across Indiana who were planning to transfer or had already transferred from the state community college system.


Schuck, C., & Wininger, M. (2014). The DQP in practice at IUPUI and Ivy Tech. Retrieved from: Source   

This post explores how Indiana University Purdue University Indianapolis (IUPUI) and the Indianapolis campus of Ivy Tech Community College (IVTC) engaged the DQP.


Silva, A. (2014). The DQP project at Kapi’olani Community College. Retrieved from: Source  

This post describes how Kapi’olani Community College engaged with the DQP.


Rhodes, T., Albertine, S., Brown, G., Ramaley, J.,, Dolinsky, R., & McCambly, H. (2016). Collaboration for student transfer: A nationwide degree qualifications profile experimentWashington, DC: Association of American Colleges & Universities.

Highlights key lessons learned from AAC&U’s Quality Collaboratives project. It focuses on learning outcomes assessment and faculty leadership in the context of increased rates of student mobility and transfer.


Humphreys, D., McCambly, H., & Ramaley, J. (2015). The quality of a college degree: Toward new frameworks, evidence, and interventionsWashington, DC: Association of American Colleges & Universities.

This report examines the larger policy environment and how it is and isn’t aligned with current efforts to focus on assessment of key student learning outcomes, especially in the context of transfer.


The Transfer Playbook. Retrieved from: Source

The Aspen Institute and the Community College Research Center (CCRC) have released a new guide, The Transfer Playbook: Essential Practices for Two- and Four-Year Colleges. The Playbook contains three strategies and essential practices, as well as a discussion regarding emerging practices to improve the transfer process and checklists for two- and four-years to improve transfer on their campuses.


Credit recommendation services. Retrieved from: Source  

This webpage has: Military evaluations, faculty evaluators, and credit links with additional information


Transcript Services. Retrieved from: Source  

This webpage highlights transcript services for several programs offered by ACE.


Sample Articulation Agreements