1. VitalSource Success
  2. Analytics & Insights
  3. Publisher Reporting
  4. Access Code Demand Report

Opt-Out Action Report

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Brook Mecham
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Purpose

Provides a list of actionable opt-outs where access to content hosted by a publisher needs to be revoked or reinstated by that publisher. This report is used by publishers to action student content access where a student has opted out, opted (back) in, or where access codes are present. Partner Integration opt outs, by default, are excluded from the report, as PI opt outs are typically exposed to publishers via other methods.

Report Notes

  • Data is provided for sections where:
    • the Opt In/Opt Out Date was the prior day AND the student opted out before the deadline OR
    • the Opt In/Opt Out Date has passed AND the student has had a license update the previous day (e.g., late drops, re-enrollments).
  • In the Analytics & Insights Center UI:
    • 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.
    • Data is available for the current term, where the Opt In/Opt Out Date has passed, and previous 2 terms only.

✅ Best Practice for Publishers Who Use the Analytics & Insights UI

  • Default filters are set to:
    • Date Range = Yesterday
    • Student Experience = not PI
    • Action Reason = Opt In or Opt Out
      • IMPT! Download this report to view ALL results (for the day)
  • After download, update these filters:
    • Student Experience = contains Access Codes
    • Action Reason = any value
      • Then, click “Update”
      • IMPT! Download this report to view ALL results (for the day)
  • For SFTP drops:
    • Data is delivered daily where the Opt In/Opt Out Date is before 1 day ago AND the Schedule End Date is on or after 1 day ago.
    • Data is dropped by Publisher Parent (where applicable)
    • Default SFTP drop filter criteria is:
      • Date Range = Yesterday AND
      • Student Experience = not PI AND
      • Action Reason = Opt In or Opt Out OR
      • Student Experience = contains Access Codes AND
      • Action Reason = any value

⚠️ For Publishers who either:

  1. Do not action this report daily
  2. Receive SFTP drops and use the UI to do cross-comparisons

When reviewing data in the UI, only the latest license event will be present. This means for a user, only their most recent participation status will be visible. For example:

  • The Opt-Out deadline for Institution X is January 31st.
  • Student A opts in on January 15, then opts out the same day, then opts in on January 27.
    • Publishers who receive an SFTP drop on February 1st, will not see Student A on the report. Publishers who go into the UI on February 1st, will not see Student A on the report.
  • After the opt-out deadline, Student A drops the course on February 15th.
    • Publishers who receive an SFTP drop will see Student A on the February 16th report. Publishers who go into the UI on February 16th will see Student A on the report.
  • IF a Publisher (who received an SFTP drop or is using the UI) applies a Date Range = January 15 - February 15, they will only find Student A on the report 1x showing that Student A dropped the course on February 15th.

 

Definition of filters

Filter Name Description
 Usage Notes
Date Range

Date range to view license activity that meets the expected criteria:

  • the Opt In/Opt Out Date was the prior day AND the student opted out before the deadline OR
  • the Opt In/Opt Out Date has passed AND the student has had a license update the previous day (e.g., late drops, re-enrollments)
 Defaulted to “Yesterday”
License Active?

Indicates if the student’s license is active or inactive

  • Yes = Active
  • No = Inactive
 Defaulted to “Yes” or “No”
Content Type Type of adopted material (i.e., Courseware, eTextbook, Bundles) Filter to specific materials
Student Experience Method in which the content is delivered to the student

Defaulted to “is not PI”

📄 After reviewing the default view, publishers should update this filter to “contains Access Code”.
Action Reason Indicates why the student’s license changed resulting in publisher action

Defaulted to “Opted In” or “Opted Out”

📄 After reviewing the default view, publishers should update this filter to “is any value”.
Action
 Indicates that action required by the publisher Limit view to “Revoke” or “Reinstate”
Publisher Name of the publisher that owns the content (Manage company name) Narrow results to a specific Publisher
IPEDS ID Institution’s IPEDS number Filter to a specific institution based on IPEDS number
Institution Name of the institution (Manage company name) Filter to a specific institution
Student ID Unique identifier for the student Lookup a specific student to check status

 

Definition of fields

Field Name Description
Action Indicates that action required by the publisher
Action Reason Indicates why the student’s license changed resulting in publisher action
Updated Date Date the license was updated 
Student ID Unique identifier for the student
Student Name Student’s first and last name
Email Address Student’s email address
Content Type Type of adopted material (i.e., Courseware, eTextbook, Bundles)
Adopted Item ISBN and rental duration of item adopted in Connect (This is the “Billing ISBN” in the Connect system)
Matched Item SKU associated with the adopted item (if a match exists in the VitalSource system)
Access Code Access code assigned to the student
Item Name Name of the item adopted in Connect
Author(s) Author name(s) of the related item
Publisher Name of the publisher that owns the content (Manage company name)
IPEDS ID Institution’s IPEDS number
Institution Name of the institution (Manage company name)
Tenant Name Name of the institution (Verba company name)
Department Department name in Connect
Course Code Course name in Connect

Section ID

 Section name in Connect
Term Standardized term name, based on term start date (ex: Fall-2024, Winter-2025).
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
Student Experience Method in which the content is delivered to the student
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