Explore: Institution Content Pages

Explore: Institution Content Pages

Institution Content Pages

We’ve improved the arrangement of Institution Content Pages, changing from a tiled layout to a table layout that offers much more information at a glance. Admins will no longer need to click into specific content adoptions to view important information like expiration date, concurrency limit, and borrow duration.

Please refer to the visual references below for help navigating the pages. 

The Institution Content Page

1. History: Click History to access a list of your previous transactions.

2. Settings: Click the Settings Wheel to access Provider Settings, Previews, and Sharing.

3. Search: Search active adoptions by entering all or part of a title name, subscription name, or VBID.

4. Status: Filter active adoptions by status by choosing All, Active Content, Expiring Soon, Recently Expired, or Expired. Click Done.

5. Provider: Filter active adoptions by Provider.

6. Download: Click the download icon to export a list of active adoptions.

7. Content: Click Content to use the new Offer Flow to offer content to the institution.

8. Name: Title or Subscription Name

9. VBID: Title or Subscription VBID (VitalSource Book ID)

10. Expiration Date: The last date that the institution has access to the Title or Subscription.

11. Concurrent User Limit: The maximum number of concurrent active licenses for the Title or Subscription. Meaning the maximum number of users that can access the content at one time.

12. Borrow Duration: License length. This is the length of time that a user will have access to the Title or Subscription.

13. More: Click More to View Details about a Title or Subscription, Edit a Title or Subscription, Remove Access to a Title or Subscription, or review the MARC Record.

Subscription Details Page

From the Institution Content Screen (shown above), search for and/or filter the active adoptions to find the one that needs attention. For that record, click the three dot “More” icon. A page similar to the one below will be displayed. 

1. Subscription Metadata: Name, Provider, VBID

2. Subscription Terms: Expiration Date, Concurrent User Limit, and Borrow Duration.

3. Download: Click the download icon to export a list of the titles.

4. Search: Search Titles by entering all or part of a Title name or VBID.

5. Name: Title Name

6. VBID: Title VBID (VitalSource Book ID)

7. Details: View the Title Details.

Title Details Page

On the Institution Content Screen, search for and/or filter the active adoptions to find the one that needs attention. For that record, click the three dot “More” icon and select View Details. Locate the title and click Details.

1. Title Metadata: Title, Author, VBID, Edition

2. Title Terms: Expiration Date, Concurrent User Limit, and Borrow Duration.

3. Title Description

4. Collections: List of Collections that include this title.

Transaction History Page

From the Institution Content Screen, click History. A page similar to the one below will be displayed. 

1. Search: Search Transactions by Transaction Number, Title, VBID, Author, or Provider.

2. Date: Filter Transactions by Date.

3. Provider: Filter Transactions by Provider.

4. Download: Click the download icon to export the list of transactions.

5. Date: Date of the transaction.

6. Transaction Number: Explore’s Transaction Number.

7. Action: Description of the Transaction.

8. Price: Price of the Transaction.

9. Details: View the Details of a Transaction.

Transaction Details Page

From the Institution Content Screen click History. Search for and/or filter the transactions to find the one that needs attention. For that record, click Details. A page similar to the one below will be displayed. 

1. Transaction Metadata: Transaction Number, Institution, Provider, Transaction Date, Transaction Placed By

2. Price: Transaction Price and Currency.

3. Search: Search items by title.

4. Provider: Title or Subscription Provider

5. Borrow Limit: Provider/Institution Borrow Limit

6. Name: Title or Subscription Name

7. VBID: Title or Subscription VBID (VitalSource Book ID)

8. Expiration Date: The last date that the institution has access to the Title or Subscription.

9. Concurrent User Limit: The maximum number of concurrent active licenses for the Title or Subscription. (The maximum number of users that can access the content at one time)

10. Borrow Duration: License length. This is the length of time that a user will have access to the Title or Subscription.

11. Action: Description of the Transaction.