Using the IA Action Report
In this video, we walk through using the IA Action Report, also known as the IA Adoptions Action Requested Report.
Written instructions are included below.
Using the IA Action Report
Publishers can utilize VitalSource reporting to ensure digital content in Manage is ready for institutions to adopt for upcoming terms.
The IA Action Report focuses on outstanding inventory items needed in order to be distributable for the upcoming terms to:
- Barnes and Noble (BNED)
- Verba institutions
Note: This report only contains items when one or more discrepancies arise between the bookstore's adoption data and VitalSource's inventory data.
Reading the Report
The Snapshot worksheet provides a high-level view of the actions needed items and the associated potential Revenue.
This worksheet can be filtered and provides section-level details for outstanding items that require a publisher’s attention.
The Action Items section (Columns A-E) is where you will find the Term, Publisher action, BNED Status, Notes to Publishers, and notes to BNED.
We recommend publisher admins filter by the Target Ready Date Column to ensure upcoming adoptions are actioned first.
The BNED Summary worksheet provides a high-level view of all BNED adoptions by SKU Status.
All BNED Adoptions
The worksheet provides all of the section-level BNED adoptions for the term.
The remaining four worksheets are split up into actionable items.
Confirm the price is correct in Manage and correct it if it’s inaccurate. If it is correct, contact the institution with the information and let them know the price is correct.
Please keep in mind for Inclusive Access, an IA price or custom price will be needed in Manage.
Content Not Found
Content not found does not necessarily mean the content is not in Manage. It could mean the school is using an incorrect SKU and that SKU is not found in Manage. The action would be for the publisher to advise the school of the correct SKU to use and confirm that the correct SKU is in Manage.
If the content is not available in Manage, the publisher will need to provide/ingest the content into Manage and provide the school with the updated SKU.
Review Off Sale Date
This tab contains titles that have an upcoming off sale date but is requested by an institution for an upcoming term. The action to take is to review and update the off-sale date, if applicable, or provide the SKU that should be adopted instead.
Review Pricing and Assign Rights
The bookstore's expected price does not match the pricing found in our inventory, and the school does not have distribution rights to the content.
The action to take is one of the following:
- Add/Update the price in Manage and add the distribution rights for the institution.
- Authorize VitalSource to update pricing and distribution rights in our inventory on your behalf by commenting in the rightmost columns of the report and reply to the email with the attachment.
- Or if the bookstore is not reflecting your agreed upon adoption, then work directly with the bookstore to adjust adoption information to match your records if needed.