Adoptions - Action Requested Report and Resources
- About the Adoptions - Action Requested Report
- RedShelf Updates
- Publisher Notes to Schools
- Adoptions - Action Requested Report Messaging Guide
Description and Purpose
The Adoptions - Action Requested report identifies inventory items that require distribution rights assignments to adopting institutions to ensure access for an upcoming term. It is compiled and delivered to publishers weekly.
Key features of the report include:
- Publisher-facing action items to be carried out in Manage
- Flagging discrepancies and expectations
- A snapshot of potential revenue impact
Benefits of Using the Report
- Proactively resolve adoption issues and drive increased revenue
- Reduce the noise -the report puts everything in one place and decreases the volume of questions from bookstores
Target Delivery Date
Reports are distributed on Tuesday afternoons. In the event of a holiday where VitalSource is closed on Monday, reports will be delivered on Wednesday.
Customer Support
Customers who have questions about the report can reach out to publisherenablement@vitalsource.com.
- Inquiries on new editions or Pricing Discrepancies should be directed to the Store Contact.
RedShelf Updates
As part of the RedShelf-to-VitalSource migration, migrating RedShelf adoptions will begin appearing in your standard Adoptions – Action Requested report beginning in October 2025.
- These adoptions will display in the Actions Needed tab when there are discrepancies between school adoptions and content/pricing available in VitalSource Manage.
- You may also filter the report to view RedShelf-related items specifically.
- Schools starting within the next two weeks should be treated as an urgent priority to prevent disruptions for learners.
- Please review and act promptly to ensure seamless course material access.
Publisher Notes to Schools
Schedule:
- Deadline for Note Submission: Thursday by 5 PM. Notes will be processed and sent to schools on Friday mornings by 12 PM EST.
- Ongoing Process: Continuously available
Purpose:
- Each week, VitalSource compiles a list of IA and EA adoptions needing additional attention from publishers for school adoption. These actions may include price or distribution rights assignment, redirecting to a different ISBN, updating offsale dates, etc. Typically, most adoptions are resolved once publishers update the items in Manage, leading to their removal from the list the following week.
- However, certain adoptions require action from the bookstore, which will be communicated by the publisher to the store through this process.
Steps for entering notes:
-
To add a note to the bookstore, first, navigate to your Adoptions - Action Requested report. Then, locate the column headers "Notes from Publisher to School" and "Note Detail" on the Actions Needed tab.
For clarity and effectiveness, ensure your notes are specific and actionable. To facilitate this, a dropdown menu is provided in the "Notes from Publisher to School" column. Simply select the appropriate note from the dropdown menu, and if necessary, provide additional details in the "Note Detail" column. For instance, if you choose "School should update adoption ISBN/SKU to value in Note Detail column," input the correct ISBN next to it in the "Note Detail" column.*Remember, only update the "Note Detail" column if you've selected a value in the "Notes from Publisher to School" column. If you attempt to update "Note Detail" without selecting a value in "Notes from Publisher to School," a pop-up will appear reminding you that "Notes from Publisher to School cannot be empty."
- When finished, return a copy of the file to VitalSource by saving it in your publisher folder (where the Adoptions Report is dropped) under the “Notes for Schools” subfolder. VitalSource will process the file and distribute the notes for you.
- If you currently return your Notes to Schools via email, please continue to do so, but note that beginning December 8, 2025, email attachments will be deprecated and all publishers will access their reports and provide Notes via a link provided each week. More information will be provided as this transition approaches.
Adoptions - Action Requested Report Messaging Guide