Purpose

Provides publishers with a holistic view of institutions VitalSource works with as well as the type of program models those institutions have for recent and upcoming terms.

Report Notes

  • There are no access filters on this report. All publisher users will see the same results. There is no publisher-specific information in the report.
  • Key Terminology for this report:
    • Catalog - metadata that represents a specific Institution’s department, course, section, and content for a specific term.
    • Schedule - a VitalSource-generated object that represents a group of common dates for a given institution.
      • Example: Institution “AWESOME” has a catalog that includes: 5 departments with 10 total courses and 20 total sections. Five (5) sections have a Term Start Date of 01-Dec-2024 and ten (10) sections have a Term Start Date of 15-Jan-2025. Of the 10 sections starting 15-Jan-2025, five (5) have an opt-out deadline of 31-Jan-2025 and the remaining five (5) have an opt-out deadline of 15-Feb-2025. As a result, VitalSource sets up three (3) schedules: Schedule A: representing the 5 sections whose Term Start Date = 01-Dec-2024; Schedule B: representing the 5 sections whose opt-out is 31-January-2025 and Schedule C: representing the 5 sections whose opt-out is 15-Feb-2025.
  • Data reported includes previous two (2) terms, current term, and upcoming term.
🔵 For upcoming terms, the catalog and schedule data is showing for catalogs regardless of whether they have been activated. This means that the data can change and may not be complete.
⚠️ Any upcoming term data is subject to change. Please note that changes are possible to program models until the term start; any data surfaced for upcoming terms is based on what VitalSource knows to be true as of the day prior to end-user viewing or downloading.

 

Definition of filters

Filter Name Description
Usage Notes

Term
Standardized term name, based on term start date (ex: Fall-2024, Winter-2025).

For 2-semester reviews, it is recommended to use combinations of at least 2 terms when viewing this report, for example:

  • Fall-2024; Winter-2025
  • Winter-2025; Spring-2025
  • Spring-2025; Summer-2025
  • Summer-2025; Fall-2025
⚠️ The institution-defined term is not necessarily the same as the standardized term. For example, you may see some schedules names that may say “Spring” and appear in the “Winter” or “Summer” term.
Term Start Date Term start date according to the school’s set up in Connect Use to filter within a specific date range

Institution
Name of the institution (Manage company name) Use to look up a specific institution(s)
Program Model Program that an Institution offers, by catalog (i.e., the specific department, course, section, and adopted content) Use to narrow to specific program models
Opt-In/Opt-Out Date Date which an Institution’s opt-in/opt-out decisions must be completed Narrow results to institutions based on a specific opt-in/opt-out date
Invoice Date Date the schedule is invoiced by the Institution Narrow results based on a specific invoice date

 

Definition of fields

Field Name Description

Term
Standardized term name, based on term start date (ex: Fall-2024, Winter-2025).
Opt-In/Opt-Out Month

Month the opt-in/opt-out period ends 

Invoice Month Month the schedule is invoiced
Institution ID Institution’s VitalSource Manage ID number
IPEDS ID Institution’s IPEDs number
Institution Name of the institution (Manage company name)
Institution State or Province State or province where the institution is located
Program Model

Program that an Institution offers, by catalog (i.e., the specific department, course, section, and adopted content)

Included values:

  • EA - indicates Equitable Access
  • FA - indicates Flexible Access
  • IA - indicates Inclusive Access
Participation Model Indicates the participation model for the institution, either: Opt-in or Opt-out
PI Delivered Indicates whether the institution has delivered PI in the selected catalog. Not that future catalogs will be “No” unless an item has been created and set up to deliver as PI, so this may change as catalogs get built.
LTI Integration

If the institution is actively using an LTI integration this field indicates whether they are using LTI 1.3 or LTI 1.0/1.1

📄 This is an indication of the institution’s use of an LTI integration.
 
Schedule Name Derived name for a group of common dates per Institution (VitalSource-generated)
Term Start Date Term start date according to the school’s set up in Connect
Opt-In/Opt-Out Date Date which an Institution’s opt-in/opt-out decisions must be completed
Invoice Date Date the schedule is invoiced by the Institution
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