Purpose
Provides insights into estimated demand for access codes for each upcoming term and highlights items where available codes within the Manage code bank may not meet expected demand.
As a publisher, I want to ensure a smooth delivery of access codes to students to reduce delays and first-day challenges.
Report Notes
This report includes active courseware items and excludes items that are out of distribution and have a forecast of zero. The ‘requested supply’ is built on a combination of historical usage for the item by term, term adoptions and estimated enrolments (from Verba and Barnes & Noble), previous edition and other [similar] courseware items usage.
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🔵 The ‘requested supply’ does not currently account for ‘next edition’ scenarios to simulate drop-off between current and future editions. This is because drop-off between current and future editions will vary according to individual publisher superseded edition retirement processes (i.e. putting items out of distribution). To prevent excluding items erroneously, ‘next edition’ has not been factored into the logic. To exclude previous edition items from demand, publishers are responsible for ensuring that items are placed ‘out of distribution’ as appropriate. |
This report will display current demand, available codes and supply needs for the upcoming (future) term. This means that leading up to:
- Summer, reports should be reviewed between 1 March and 14 May (e.g. Summer 2025 should be reviewed 1 March 2025 and 14 May 2025).
- Autumn term, reports should be reviewed between 15 May and 14 September (e.g. Autumn 2025 should be reviewed between 15 May 2025 and 14 September 2025).
- Winter/Spring, reports should be reviewed between 15 September and 28 February (e.g. Winter/Spring 2026 should be reviewed between 15 September 2025 and 28 February 2026).
Definition of filters
| Filter Name | Description | Usage Notes | ||
| VBID | The courseware item VBID from Manage. |
You can easily copy/paste multiple values. This can be completed by copying a column of ISBNs or VBIDs from an Excel-like document or copying ISBNs or VBIDs separated by commas.
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| Publisher (Parent) | Name of the publisher parent company (Manage Company Name) | Narrow results to a specific publisher company. | ||
| Publisher | The content owner for the courseware items. | The access filter will automatically filter the report to only show products that the user’s company (in Manage) owns, and this filter will only show available values. If a user is associated to multiple publisher child companies, they can use the Publisher filter to narrow down to one (or more) of those companies. | ||
| Requested Quantity | The requested quantity of codes to be added to the access code bank in Manage. | This will default to show items where the requested quantity is >0 so that publishers can see the items that they need to take action on. To see items that have enough codes in the Manage code bank, then include where quantity = 0. |
Definition of fields
Quick View
| Field Name | Description |
| VBID | VitalSource ID associated with the item |
| Item Name | Name of the courseware item |
| Publisher | Content owner (Manage Company Name) |
| Courseware URL | Courseware URL |
| Forecast Term | Term for which codes are being forecasted |
| Estimated Demand (Qty) | Estimated forecast of expected access code usage |
| Codes On-Hand (Qty) | Number of unused, available codes in Manage |
| Requested Supply (Qty) | Number of codes requested to be added to Manage to meet forecast demand |
Full Detail View
| Field Name | Description |
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| VBID | VitalSource ID associated with the item | |
| Item Name | Name of the courseware item | |
| Publisher | Content owner (Manage Company Name) | |
| Courseware URL | Courseware URL | |
| Forecast Term | Term for which codes are being forecasted | |
| Estimated Demand (Qty) | Estimated forecast of expected access code usage | |
| Codes On-Hand (Qty) | Number of unused, available codes in Manage | |
| Requested Supply (Qty) | Number of codes requested to be added to Manage to meet forecast demand | |
| Codes Used (-1 Term, To-Date) |
Number of codes used to date one term from the forecasting term (i.e. current term)
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| Codes Used (-2 Terms) |
Number of codes used two terms from the forecasting term
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| Codes Used (-3 Terms) |
Number of codes used three terms from the forecasting term
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| Codes Used (-4 Terms) |
Number of codes used 4 terms from the forecasting term
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| Codes Used (-5 Terms) |
Number of codes used five terms from the forecasting term
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