# Unizin Product Documentation

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Unizin Order Tool</strong></td><td>Enterprise management of all digital course materials adoption.</td><td></td><td data-object-fit="cover" data-alt="Unizin Order Tool logo"><a href="/files/1OtdsspqEg364Cy90aGM">/files/1OtdsspqEg364Cy90aGM</a></td><td><a href="/pages/w6G8b8iymcavmR1nbybF">/pages/w6G8b8iymcavmR1nbybF</a></td></tr><tr><td><strong>Unizin Engage</strong></td><td>Day 1 delivery of all digital course materials to students.</td><td></td><td data-object-fit="cover" data-alt="Unizin Engage logo"><a href="/files/yjdbeGQPEIMkwgHhAqHK">/files/yjdbeGQPEIMkwgHhAqHK</a></td><td><a href="/pages/V1tz7lduKon1mfVYn9er">/pages/V1tz7lduKon1mfVYn9er</a></td></tr><tr><td><strong>Unizin Data Platform</strong></td><td>Enterprise learning data integrations, warehousing, and data services.</td><td></td><td data-object-fit="cover" data-alt="Unizin Data Platform logo"><a href="/files/AXcpqa5q4mVdZk0g79o6">/files/AXcpqa5q4mVdZk0g79o6</a></td><td><a href="/pages/i7MDkwrNlLxQjlkgyA0I">/pages/i7MDkwrNlLxQjlkgyA0I</a></td></tr></tbody></table>


# Products


# Content


# Unizin Engage

Day 1 delivery of all digital course materials to students.

**Unizin Engage** delivers digital course materials and courseware in a feature-rich web application to students, faculty, and instructors. Unizin Engage provides Publisher courseware, EPUB, PDF, and other digital textbook formats.

The [Unizin Order Tool](/products/content/unizin-order-tool) complements the use of Unizin Engage.


# Legacy Engage Printing

## Print Your Textbook

Click the ellipsis to open the more options menu.

Click the print button.

<figure><img src="/files/kb3Mcn3kNURZAkTaotNi" alt="This is an image of the top menu bar with arrows pointing to the More Options menu and the Print button"><figcaption></figcaption></figure>

Enter the page range to print and click the print button.

* Best Practice: The reader's print limitation is 50 pages per batch. Print only the specific sections you need or open the table of contents to reference the page numbers and print one chapter at a time.
* Note: Do not click on the Order a Printed Copy button. While this button is visible on the front end, it has been disabled on the back end.

<figure><img src="/files/bTmOOhmsFqLz79BLUwUR" alt="Image shows the print range dialog box with arrows pointing to where the page range is to be added and where to click to print"><figcaption></figcaption></figure>

In the print dialog, select either the printer you wish to print from or Print to PDF.

<figure><img src="/files/Tt4V5LG8BlsuIiSa2m35" alt="Image of the printer page with an arrow pointing to the destination selector, where the user can choose either a printer or print to PDF."><figcaption></figcaption></figure>

## Print/Download Your Notes And Annotations

Click the ellipsis to open the more options menu.

Click the View all notes button.

<figure><img src="/files/ImjP1P5w8lbJ7KOZHnbd" alt="This is an image of the top menu bar with arrows pointing to the More Options menu and the View all notes button."><figcaption></figcaption></figure>

You can print or download the data.

<figure><img src="/files/mBeiYNVD6bncIzdmYdiu" alt="Image of the notes view with arrows pointing to the print and export buttons."><figcaption></figcaption></figure>


# eReader User Guide (Archived)

The new Unizin Engage will now implement the RedShelf eReader for content delivery. Detailed below are sections describing key features within the RedShelf eReader:

* [Notes, Highlights, and Citations](/products/content/unizin-engage/ereader-user-guide/notes-highlights-and-citations)
* [Appearance Settings](/products/content/unizin-engage/ereader-user-guide/appearance-settings)
* [Download for Offline](/products/content/unizin-engage/ereader-user-guide/download-for-offline)
* [eReader Layout](/products/content/unizin-engage/ereader-user-guide/ereader-layout)
* [Keyboard Shortcuts](/products/content/unizin-engage/ereader-user-guide/keyboard-shortcuts)
* [Navigating Your eBook](/products/content/unizin-engage/ereader-user-guide/navigating-your-ebook)
* [Print](/products/content/unizin-engage/ereader-user-guide/print)
* [Text to Speech](/products/content/unizin-engage/ereader-user-guide/text-to-speech)
* [Copy and Paste](/products/content/unizin-engage/ereader-user-guide/copy-and-paste)
* [Creating Flashcards](/products/content/unizin-engage/ereader-user-guide/creating-flashcards)
* [Collaboration and Note Sharing](/products/content/unizin-engage/ereader-user-guide/collaboration-and-note-sharing)
* [Pearson Titles](https://resources.unizin.org/products/content/unizin-engage/ereader-user-guide/pearson-titles)


# Notes, Highlights, and Citations

## Highlighting <a href="#notes-highlights-andcitations-highlighting" id="notes-highlights-andcitations-highlighting"></a>

Highlighting text allows you to take an active role as a learner. *Please note, If you have notes in V6 the color correspondence is now red to orange and blue to purple.* Here is how to do it in the eReader:

1. If you are on a computer, click and drag your cursor to select the text you wish to highlight. If you are using a phone or tablet, press and hold with your finger, then drag.
2. Release the cursor/your finger to pull up a menu box.
3. Select one of the four colors (yellow, green, orange, purple) from the menu box.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606599883931" alt=""><figcaption></figcaption></figure>

Once you’ve selected a color, the text will appear in that color inline in the document area.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606603696283" alt=""><figcaption></figcaption></figure>

You can delete a highlight by clicking on the highlighted text and clicking on the trash can in the annotation modal or by deleting the highlight in the Learning Tools area.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606641629723" alt=""><figcaption></figcaption></figure>

## Note-Taking <a href="#notes-highlights-andcitations-note-taking" id="notes-highlights-andcitations-note-taking"></a>

Creating notes on the eReader is like creating highlights.

1. If you are on a computer, click and drag your cursor to select the text you wish to annotate. If you are using a phone or tablet, press and hold with your finger and then drag.
2. Release the cursor/your finger to pull up the menu box.
3. Click the notepad icon (an image of a piece of paper with a pencil).
4. Select a color and type your notes in the text box which appears on the right side of the page.
5. Click the blue Save button.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606699888667" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Please note: Your Notes can also be found throughout the eReader on the right-hand side of the desired annotation*
{% endhint %}

## Citation <a href="#notes-highlights-andcitations-citation" id="notes-highlights-andcitations-citation"></a>

No more having to remember proper citation formatting. All that work is done automatically for you. Creating a citation is a lot like creating highlights and taking notes.

1. If you are on a computer, click and drag your cursor to select the text you wish to annotate. If you are using a phone or tablet, press and hold with your finger and then drag.
2. Release the cursor/your finger to pull up the menu box.
3. Select Create a Citation and choose a format between APA, Chicago and MLA
4. Select Copy Citation or Copy Bibliographical Entry.

## Review Your Notes and Highlights <a href="#notes-highlights-andcitations-reviewyournotesandhighlights" id="notes-highlights-andcitations-reviewyournotesandhighlights"></a>

To review a specific note or highlight:

1. Click on the Sidebar Menu label in the top left corner of your window.
2. Select Notes & Highlights.
3. Search for specific notes by keyword in the search bar under Notes & Highlights. You can also scroll to look through your notes in the order you created them.

Click on a note to jump to the text it references.

{% hint style="info" %}
*Please note: Notes, Highlights, and Citations are unique to the book you are using, and will not carry over to different books or new editions*
{% endhint %}


# Appearance Settings

The eReader utilizes two separate file types: PDFs and EPUBS. Due to differences in each of the file types, the Appearance Settings menu has been catered to that file type’s capabilities. In this section, you will see the Features located on each of these menus.

## ePub Appearance Settings <a href="#appearancesettings-epubappearancesettings" id="appearancesettings-epubappearancesettings"></a>

Located in the upper right-hand corner of the screen, the Appearance Settings menu can be found here.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338120441371" alt=""><figcaption></figcaption></figure>

Clicking on this button will open the Appearance Settings Menu.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338173284763" alt=""><figcaption></figcaption></figure>

### Font Size <a href="#appearancesettings-fontsize" id="appearancesettings-fontsize"></a>

The first section deals with font size. Here you can increase, decrease or pick a set font size. The Magnifying Glass icons will decrease or increase the font size to your needs (anywhere from 20% to 200%). Each click will increase or decrease the font by 20%. The drop-down menu found between these buttons lists every possible font size and lets you click directly on the size you like.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338195975963" alt=""><figcaption></figcaption></figure>

### Theme <a href="#appearancesettings-theme" id="appearancesettings-theme"></a>

The second section allows the user to change themes to make the text easier to read. The following themes are employed: Default, Sepia, Night, and High Color Contrast. Clicking on one of these options automatically converts the book into that color scheme.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338252127899" alt=""><figcaption></figcaption></figure>

### Font <a href="#appearancesettings-font" id="appearancesettings-font"></a>

The third option allows the user to change the font of the book. There are several options to choose from. These options are Default, Old Style, Modern, Sans, Humanist, Monospace and OpenDyslexic. Clicking on the font name will automatically convert the text to that font.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338225353115" alt=""><figcaption></figcaption></figure>

### Letter Spacing <a href="#appearancesettings-letterspacing" id="appearancesettings-letterspacing"></a>

The fourth option is Letter Spacing. This option allows the user to alter the spacing between letters. The viable options are Default, Tighter, and Looser. Simply choosing an option automatically changes the spacing.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338265133083" alt=""><figcaption></figcaption></figure>

### Line Height <a href="#appearancesettings-lineheight" id="appearancesettings-lineheight"></a>

The fifth option allows the user the ability to change the distance between lines of text. The user can choose between the default option, 1.5 and 2.5. Picking one of these options changes the line height immediately.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338325757723" alt=""><figcaption></figcaption></figure>

### Margins <a href="#appearancesettings-margins" id="appearancesettings-margins"></a>

The sixth option gives the user an option to change the size of the margins of the pages of the textbook. One can choose between default margins, narrower margins, and wider margins. When an option is selected, the margins are instantly reformatted.\\

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338413221147" alt=""><figcaption></figcaption></figure>

### Reset to Default <a href="#appearancesettings-resettodefault" id="appearancesettings-resettodefault"></a>

The final option allows the user to reset the default settings of the previous six settings. Click on this button to immediately change the font size, theme, font, line spacing, line height, and margins back to the default settings.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338440070299" alt=""><figcaption></figcaption></figure>

## PDF Appearance Settings <a href="#appearancesettings-pdfappearancesettings" id="appearancesettings-pdfappearancesettings"></a>

Located in the upper right-hand corner of the screen, the Appearance Settings menu can be found here.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338480100251" alt=""><figcaption></figcaption></figure>

Clicking on this button will open the Appearance Settings Menu.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338484296987" alt=""><figcaption></figcaption></figure>

### Zoom <a href="#appearancesettings-zoom" id="appearancesettings-zoom"></a>

This menu allows you to increase, decrease or pick a set screen size and Fit to Screen. The Magnifying Glass icons will decrease or increase the font size to your needs (anywhere from 20% to 200%). Each click will increase or decrease the font by 20%. The drop-down menu found between these buttons lists every possible font size and lets you click directly on the size you like. Clicking on the Fit to Page icon will allow the page to resize itself so it can fit widthwise on the screen.

### Reset to Default <a href="#appearancesettings-resettodefault.1" id="appearancesettings-resettodefault.1"></a>

The final option allows the user to reset the default settings of the previous six settings. Click on this button to immediately change the font size, theme, font, line spacing, line height, and margins back to the default settings.


# Download for Offline

{% hint style="info" %}
*Quick Disclaimer for **iPad/iPhone** users:*\
In order to use the updated version of Offline Access, you ***must*** have the ***latest iOS update**.* If your device is not updated, the Offline Access will not work. That being said, if you are reading this, please make sure your device is updated!
{% endhint %}

{% hint style="info" %}
*Another Quick Disclaimer for **Firefox** users:*\
In your setting, please uncheck this option in Firefox: "**Delete cookies and site data when Firefox is closed."** This comes checked by default and disables the Offline Feature in the eReader!
{% endhint %}

Now, if your eBook has an offline access allowance, you can save a part of your book in your browser's cache. This enables you to read your eBook when you don't have an internet connection.

## Activating an Offline Session <a href="#downloadforoffline-activatinganofflinesession" id="downloadforoffline-activatinganofflinesession"></a>

*You must have an Internet connection while activating Offline mode. The content downloads to your browser cache. From there, you can then access your content through the unique link without a network. Clearing your browser cache may disrupt your Offline Access.*

Once you have determined your book’s offline allowance, you can create an offline session. Navigate to the upper right-hand portion of your screen and select Additional Options (3 horizontal bars) and select Download for Offline to begin.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15331406800539" alt=""><figcaption></figcaption></figure>

Select the download icon of the section you would like to take offline. When the download is complete, you will receive a notification on the lower left-hand corner of the screen titled Success.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15335937608219" alt=""><figcaption></figcaption></figure>

To access the offline session, navigate to the Contents icon in the upper right-hand corner. Select the section that displays **Available for Offline**.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15335956780571" alt=""><figcaption></figcaption></figure>

You may end your offline session at any time. Navigate to the Offline menu and select **Clear Downloads for** all or select the **delete** icon to clear a specific section. After that, you can activate a new offline session!

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15336028182555" alt=""><figcaption></figcaption></figure>


# eReader Layout

The eReader utilizes an all-new layout that intuitively groups the various tools and settings into four main areas:

1\) **Top Bar (known as an App Bar)**: Contains the *Learning Tools* toggle menu along with the most utilized eReader tools: Contents, Search, Appearance Settings, and Additional Options.

<figure><img src="/files/6JmH5sAuFoWOI2KdrNdf" alt=""><figcaption></figcaption></figure>

* The Additional Options tool contains many features including Offline Access, Print, Collaboration, Keyboard Shortcuts, Language Selection, and Help.

<figure><img src="/files/ju2aPBVbeHvLWs27A5wU" alt=""><figcaption></figcaption></figure>

2\) **Learning Tools Drawer**: Contains interactive tools and resources like Notes and Highlights, Flashcards, Copied Content, and Classroom (if applicable), which enhance the digital experience. This drawer is open by default when you open your book.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10602967114267" alt=""><figcaption></figcaption></figure>

3\) **Main Content**: Contains the book content, your annotations, your inline notes and Classroom questions (if applicable).

4\) **Navigation Bar**: Contains the tools that help you understand where you are in the book and advance you to other areas of the book. This bar also contains the bookmarks button, and the Text-To-Speech button that launches an additional control bar above the navigation bar to read the text aloud.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10603148200987" alt=""><figcaption></figcaption></figure>


# Keyboard Shortcuts

Manage Keyboard Shortcuts will provide you with preset keyboard shortcuts. Here you can view all the existing keyboard shortcuts, designed to make navigation throughout the e-reader without a mouse seamless.

* You can turn these shortcuts on and off at any time using the toggle switch at the top of the dialog.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10605111616283" alt=""><figcaption></figcaption></figure>


# Navigating Your eBook

The eReader makes your online reading experience effortless through various navigation features. You can use them to skim, search, and jump around your eBook.

* Scroll Bar
* Sections
* Page Numbers
* Search Tool
* Bookmarks

## Scroll Bar <a href="#navigatingyourebook-scrollbar" id="navigatingyourebook-scrollbar"></a>

On the bottom of your eBook, a Scroll bar has been added to allow navigation through the book by simply dragging the cursor to your designated page.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338949356955" alt=""><figcaption></figcaption></figure>

## Sections <a href="#navigatingyourebook-sections" id="navigatingyourebook-sections"></a>

When viewing your eBook, you’ll see one section of the text at a time. The sections are often broken into chapters, but it depends on the eBook’s formatting.

To view an entire section, scroll up and down with a mouse or arrow key.

There are a few ways to navigate between sections.

* To move from one section to the next, select the left and right arrow icons found on the bottom left-hand corner. You can also use the Shift and Left/Right keys on your keyboard.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15338992062875" alt=""><figcaption></figcaption></figure>

* Select the Contents button (found in the upper right-hand corner). Next, select the section or sub-section you’d like to read.

## Page Numbers <a href="#navigatingyourebook-pagenumbers" id="navigatingyourebook-pagenumbers"></a>

To jump to a page, enter the number in the Page Search Bar in the bottom right-hand corner of the page and select Go.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339013497755" alt=""><figcaption></figcaption></figure>

## Search Tool <a href="#navigatingyourebook-searchtool" id="navigatingyourebook-searchtool"></a>

If you need to find specific text in your eBook, select the Search icon in the top right-hand corner. Type in the term or phrase into the search bar that appears. The search results will generate, organized by section.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339092680731" alt=""><figcaption></figcaption></figure>

Select the arrow to view the term or phrase in the eBook’s content.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339113822619" alt=""><figcaption></figcaption></figure>

## Bookmarks <a href="#navigatingyourebook-bookmarks" id="navigatingyourebook-bookmarks"></a>

### Creating a Bookmark <a href="#navigatingyourebook-creatingabookmark" id="navigatingyourebook-creatingabookmark"></a>

To add a bookmark to your current location in your eBook, select the bookmark icon in the bottom right-hand corner.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339192512539" alt=""><figcaption></figcaption></figure>

When you do, a blue bookmark appears to the right of the text to mark your location.

**Want to delete your bookmark?** Select the blue bookmark icon and select Remove Bookmark.

### Reviewing Your Bookmarks <a href="#navigatingyourebook-reviewingyourbookmarks" id="navigatingyourebook-reviewingyourbookmarks"></a>

The eReader not only lets you create bookmarks but also organizes them for easy access.

To find all of your bookmarks, open the Contents Menu and select Bookmarks. Previews of the text from the bookmarked sections are organized by chapter. Skim your bookmarks by scrolling or pressing tab.

To jump to a bookmarked section, select the text in the bookmark preview.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339255072667" alt=""><figcaption></figcaption></figure>

Select the Trash Can icon to remove your bookmark.

## **Table of Contents** <a href="#navigatingyourebook-tableofcontents" id="navigatingyourebook-tableofcontents"></a>

The left tab in the *Contents* area is the Table of Contents. Each item in the Table of Contents is in an organized list with the page number on the left (if applicable), the name of the chapter and/or subchapter, and an accordion (if applicable) that can be expanded and collapsed to see the additional sub-chapters. Each chapter and subchapter is a clickable link to bring you to the start of that chapter or subchapter.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10603831202331" alt=""><figcaption></figcaption></figure>


# Print

### How to Print <a href="#how-to-print" id="how-to-print"></a>

Once you have determined your book’s print allowance, you can create a print job to print from your eBook. Navigate to the upper right-hand portion of your screen and select Additional Options (3 horizontal bars) and select Print Pages to a PDF to begin.

![](https://solve.redshelf.com/hc/article_attachments/22748517349531)

The pop-up window below will appear.

![](https://solve.redshelf.com/hc/article_attachments/22748517360923) ![](https://solve.redshelf.com/hc/article_attachments/22748500867739)

Choose the page range for your print job under the drop-down menus and select Add.

![](https://solve.redshelf.com/hc/article_attachments/15842246503451)

The page range will display in the Print Queue. You may opt to include any Notes or Highlights by checking the box shown below.

![](https://solve.redshelf.com/hc/article_attachments/22748500887067)

Then select the **Print to PDF** button in the bottom right corner.

Confirm that you would like to print the material by selecting **Print**.

![](https://solve.redshelf.com/hc/article_attachments/22748500896923)

A pop-up window will display showing the progress.

![](https://solve.redshelf.com/hc/article_attachments/22748500915355) ![](https://api.media.atlassian.com/file/352855db-f188-4311-86d6-567207b8d256/image?allowAnimated=true\&client=27bf3a34-9d25-4487-95fd-b032d26ef4f9\&collection=contentId-3646750721\&height=379\&max-age=2592000\&mode=full-fit\&token=eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiIyN2JmM2EzNC05ZDI1LTQ0ODctOTVmZC1iMDMyZDI2ZWY0ZjkiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTpjb2xsZWN0aW9uOmNvbnRlbnRJZC0zNjQ2NzUwNzIxIjpbInJlYWQiXX0sImV4cCI6MTY4MzczOTY5OCwibmJmIjoxNjgzNzM2ODE4fQ.5pgdmnTtMogdyh2gMfpRWA_H0uC_rpm2CcQnbtywUa4\&width=1116#media-blob-url=true\&id=352855db-f188-4311-86d6-567207b8d256\&collection=contentId-3646750721\&contextId=3646750721\&height=147\&width=432\&alt=)

Once the download is complete, your Print History will be displayed as shown below.

![](https://solve.redshelf.com/hc/article_attachments/22748517458843)

Select the Print icon and you will be directed to the file to print your material.

![070e00c7-2bc8-4d54-9e01-1100570f87b3.png](https://solve.redshelf.com/hc/article_attachments/22748517476507)


# Text to Speech

Many users find Text-To-Speech (TTS) quite helpful as another way to ingest reading material.

To access this feature, click the ear button in the bottom right and it will launch your Text-To-Speech controls.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606260914459" alt=""><figcaption></figcaption></figure>

## Volume Control <a href="#texttospeech-volumecontrol" id="texttospeech-volumecontrol"></a>

Increase or decrease the volume by moving the volume slider up or down. Clicking the icons to the left and right of the slider will decrease or increase the slider value by one. \\

![mceclip37.png](https://solve.redshelf.com/hc/article_attachments/10606283845403) ![mceclip38.png](https://solve.redshelf.com/hc/article_attachments/10606338316955)

## Audio Controls <a href="#texttospeech-audiocontrols" id="texttospeech-audiocontrols"></a>

Use the Play/Pause buttons to start and stop the Text-To-Speech at any time or jump forward or backward 10 words with the circular arrow keys.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606361899675" alt=""><figcaption></figcaption></figure>

## Voice and Rate Controls <a href="#texttospeech-voiceandratecontrols" id="texttospeech-voiceandratecontrols"></a>

Finally, you have the ability to change both the voice and the rate to truly cater the experience to your specific needs. Choose from 50 different voices and 7 different speeds that range from .5x to 3x.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606459361563" alt=""><figcaption></figcaption></figure>

## Read Aloud from Here <a href="#texttospeech-readaloudfromhere" id="texttospeech-readaloudfromhere"></a>

If you’d rather start reading in the middle of the page, you can use the *Read Aloud from Here* feature. Select the text in the book where you would like to start reading and click Read Aloud from Here. The Text-to-Speech software will launch the Text-to-Speech controls and handle the rest.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/10606764227099" alt=""><figcaption></figcaption></figure>


# Copy and Paste

### Copying & Pasting from Your eBook: <a href="#copyandpaste-copying-and-pastingfromyourebook" id="copyandpaste-copying-and-pastingfromyourebook"></a>

If your eBook has a copy/paste allowance, the process begins the same as highlighting! Click (or tap and hold your finger if you're using a touchscreen device), then drag over the words you'd like to copy.

In the task box that appears, click Copy Text.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337610285723" alt=""><figcaption></figcaption></figure>

Copying cannot be undone. To notify you, the eReader presents a preview of the text to confirm you'd like to go through with the process. Click copy when you're sure!

\\

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337610328859" alt=""><figcaption></figcaption></figure>

When you copy what you need from your ebook, you will see a success box in the bottom left-hand corner letting you know that the portion you copied is located on your clipboard.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337674873755" alt=""><figcaption></figcaption></figure>

***

### Reviewing Copied Content and Learning How To Paste: <a href="#copyandpaste-reviewingcopiedcontentandlearninghowtopaste" id="copyandpaste-reviewingcopiedcontentandlearninghowtopaste"></a>

To find what you have copied to your clipboard, you’ll want to click on copied content.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337610333595" alt=""><figcaption></figcaption></figure>

Once you click on copied content, this window will open.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337610310555" alt=""><figcaption></figcaption></figure>

Click on one of the drop-down menus and you will see what has been copied from your ebook.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337674879515" alt=""><figcaption></figcaption></figure>

To paste, you’ll want to click the square in the top right-hand corner of the section that was copied from the book. Clicking that square will then let you (the user) know that the text has been copied.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15337674848539" alt=""><figcaption></figcaption></figure>

Go to your document or paper and then you'll be able to paste.


# Creating Flashcards

Flashcards are a great way to personalize your studying experience.

## Creating Flashcards <a href="#creatingflashcards-creatingflashcards" id="creatingflashcards-creatingflashcards"></a>

Making a flashcard follows the same process as highlighting.

To create a flashcard:

1. Click and drag your cursor over the text to highlight it.
2. Select **Create a Flashcard** from the pop-up.
   1. You can add flashcards to a deck by selecting a deck from the dropdown menu within the task box.
   2. The back side of the card includes your highlighted text.
3. Type in a note for the front side and select **Save**.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15754843960987" alt=""><figcaption></figcaption></figure>

## Studying Flashcards <a href="#creatingflashcards-studyingflashcards" id="creatingflashcards-studyingflashcards"></a>

Once you’ve created your flashcards, the eReader lets you organize them in different ways.

To view your flashcards:

1. On the Sidebar Manu Select the Flashcard icon.
2. Select a Deck. (Flashcards are organized by eBook sections or by the decks you’ve created).
   1. The interface displays the front side of the flashcard. To view the back side text, select the Flip Flashcard Icon.
   2. The Options Menu, three dots, allows you to Edit and Delete your Flashcard.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15754752648091" alt="" width="375"><figcaption></figcaption></figure>

You can also check your own understanding of your flashcards. To do so, select the colored icons on the bottom of the backside of the flashcard. The icons stand for different levels of confidence. Green is for high confidence. Yellow is for moderate confidence, and red is for low confidence.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15754676823835" alt="" width="375"><figcaption></figcaption></figure>


# Collaboration and Note Sharing

In the Additional Options menu in the eReader, you will see a header called ‘Collaboration’ which allows you to share your notes in the eReader with others, and allow them to share their notes with you.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339549056155" alt="" width="375"><figcaption></figcaption></figure>

The first tab under ‘Note Sharing’ will allow you to share your notes with others. A unique code is generated, per book, that you can provide others with to gain access to your notes. If at any time you choose to stop sharing, you can toggle off ‘Share my notes’. If you want to remove sharing access, you can generate a new code, which will invalidate the previous code and remove access for everyone on the old code.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339549057307" alt="" width="375"><figcaption></figcaption></figure>

The second tab, ‘View and Subscribe’ allows you to subscribe to someone else’s notes. Similar to how you share your code, another person can share their notes with you. They will provide you with their code (unique per book), and once you enter the code and click Subscribe, you will see the sharer’s notes in your book. Additionally, you can toggle on/ off seeing someone else's notes, or remove their notes entirely.

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339517383835" alt="" width="375"><figcaption></figcaption></figure>

Once someone has shared their notes with you, you will see them appear in the Reader. Your notes will show as ‘My Notes’ and the sharer's notes will show as 'Shared Notes.'

<figure><img src="https://solve.redshelf.com/hc/article_attachments/15339549057051" alt=""><figcaption></figcaption></figure>


# Assistive Technologies

### **Screen Reader software** compatible with Engage eReader: <a href="#h_01hkqjz1pqsjys3y84q7a16zx1" id="h_01hkqjz1pqsjys3y84q7a16zx1"></a>

* [JAWS for Windows](https://www.freedomscientific.com/products/software/jaws/?utm_term=jaws%20screen%20reader\&utm_source=adwords\&utm_campaign=All+Products\&utm_medium=ppc\&hsa_tgt=aud-544366240235:kwd-394361346638\&hsa_cam=200218713\&hsa_ad=296201131673\&hsa_kw=jaws%20screen%20reader\&hsa_grp=52663682111\&hsa_net=adwords\&hsa_mt=e\&hsa_src=g\&hsa_acc=1684996396\&hsa_ver=3\&gclid=Cj0KCQjwjcfzBRCHARIsAO-1_OowPxgtnReX-FKCQsVBS5wB2NSJudQFWiMP7ryVQ3L-bI-87IrGu8YaAodMEALw_wcB)
* [NVDA for Firefox](https://www.nvaccess.org/download/)
* NVDA for Chrome
  * *Note: NVDA is currently experiencing issues selecting text for annotations in Chrome*
* [Dragon for Windows](http://nuance.custhelp.com/app/answers/detail/a_id/17805/~/information-on-dragon-naturallyspeaking-13-and-windows-10)

### You can also use **native screen reading tools** built into your device: <a href="#h_01hkqjz1prq5wdenc285wq431w" id="h_01hkqjz1prq5wdenc285wq431w"></a>

* **Mac/iPad/iPhone** users can turn on the built-in read-aloud app called VoiceOver.
  * *Here's how:* [*Mac OS VoiceOver Info Guide*](https://support.apple.com/guide/voiceover-guide/welcome/web)
* **Windows** users can turn on their built-in read-aloud software called Narrator.
  * *Here's how:* [*Getting Started with Windows Narrator*](https://support.microsoft.com/en-us/help/22798/windows-10-narrator-get-started) *(Works best in Edge Browser)*

### And the following **browser extensions**: <a href="#h_01hkqjz1pr4xzmy32az8rvmex9" id="h_01hkqjz1pr4xzmy32az8rvmex9"></a>

* **Kurzweil** users can activate the Kurzweil Read the Web plug-in with our reader in the **Chrome** browser for titles in EPUB format.
  * *Here's how:* [*Read the Web for Google Chrome*](https://chrome.google.com/webstore/detail/read-the-web/hdgegmlancchhhlkkddoiedlklgocffm?hl=en)
  * *Note: Users will need a Kurzweil login from their school to use this plug-in*
* **Firefox** / [Read Aloud TTS Voice Reader](https://addons.mozilla.org/en-US/firefox/user/13863253/)
* **Chrome** / [Natural Reader Text to Speech](https://chrome.google.com/webstore/detail/natural-reader-text-to-sp/kohfgcgbkjodfcfkcackpagifgbcmimk?hl=en-US)
  * *You can also download the Natural Reader app via their* [*website*](https://www.naturalreaders.com/)*.*


# Pearson Titles

{% hint style="info" %}
Please note: Pearson has a policy in place and will not deliver content to third party ereader providers that includes **any** embedded or interactive media. This means all audio, external links, video, or interactive content mentioned in a title cannot be accessed directly in RedShelf's ereader. Users may only access these types of content directly in Pearson's digital learning platform.

If users run into this issue with a Pearson title, it is because they deliver the ebooks without the embedded content intentionally. Please contact Pearson support and/or your local Pearson representative to discuss the issue further. Should an instructor need access to the interactive media content within a Pearson title, they will need to order the material to be delivered directly through Pearson's digital learning platform.
{% endhint %}


# VitalSource eReader User Guide

Unizin Engage will now implement the VitalSource eReader for content delivery. Detailed below are sections describing key features within the VitalSource eReader:

* [Read Aloud](/products/content/unizin-engage/vitalsource-ereader-user-guide/read-aloud)
* [Flashcards](/products/content/unizin-engage/vitalsource-ereader-user-guide/flashcards)
* [Margin Notes](/products/content/unizin-engage/vitalsource-ereader-user-guide/margin-notes)
* [Workbook](/products/content/unizin-engage/vitalsource-ereader-user-guide/workbook)
* [Bookmarking](/products/content/unizin-engage/vitalsource-ereader-user-guide/bookmarking)
* [Highlighter Preferences](/products/content/unizin-engage/vitalsource-ereader-user-guide/highlighter-preferences)
* [Note Sharing](/products/content/unizin-engage/vitalsource-ereader-user-guide/note-sharing)
* [Offline Download](/products/content/unizin-engage/vitalsource-ereader-user-guide/offline-download)
* [Cookie Issues](/products/content/unizin-engage/vitalsource-ereader-user-guide/cookie-issues)
* [Pearson Titles](/products/content/unizin-engage/vitalsource-ereader-user-guide/pearson-titles)


# Read Aloud

## Listen to Your Digital Textbooks with Read Aloud! <a href="#h_01jjz1drss7zy1n92txdefwryh" id="h_01jjz1drss7zy1n92txdefwryh"></a>

*Please note: The eReader does not have the ability to translate the text within the eTextBook, the Read Aloud function will only read aloud in the language in which the text is published. If your book is reading with a strange accent please follow the instructions in this brief article:* [*My book is reading in a different language or with a strange accent and not English.*](/products/content/unizin-engage/vitalsource-ereader-user-guide/read-aloud/my-book-is-reading-in-a-different-language)

Today’s students are busier than ever. Make the most of your valuable study time by reading on the go with the newly redesigned feature, Read Aloud.

### From your PC, Mac, or Browser <a href="#h_01jjz1jzwpqkfm0vw2a51vec9w" id="h_01jjz1jzwpqkfm0vw2a51vec9w"></a>

To begin listening to your textbook with Read Aloud, click the 3-dot more options menu and select Read Aloud

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273390757271" alt="Read Aloud button highlighted in red"><figcaption><p>Begin reading out loud from PC, Mac or Browser menu</p></figcaption></figure>

Click the play button to start listening. The player will begin reading from the top of the screen and the starting position of the player will be highlighted.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273390758551" alt="Read Aloud button features including speed, skip controls, play, and voice settings"><figcaption><p>Start your reading out loud button</p></figcaption></figure>

To start reading from another location on the screen, click the text at the desired start location and select Read aloud from here on the menu.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273419555479" alt="Read aloud from here button highlighted"><figcaption><p>Start reading out loud from here menu</p></figcaption></figure>

#### **Change Speed, Voice, and Content Settings**

To change the player speed, voice, or content settings, click the settings icon on the player.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273419557783" alt="Read aloud settings button highlighted"><figcaption><p>start or change speed, voice or content settings menu</p></figcaption></figure>

A modal that displays tabs for speed, voice, and content settings will be displayed. To change the player speed, move the move the speed bar along the slider.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273390768919" alt="Read aloud settings speed slider"><figcaption></figcaption></figure>

Click the Voice tab to change the player’s language and voice. The default language corresponds with the language of the book and under each language are the voices that have been downloaded to your device. To change the player language, select from the available languages and voices in the drop-down menus. To download additional voices, follow the instructions on the modal. Note, language selection is only available on Mac and Windows platforms.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273419561239" alt="Read aloud setting voice controls"><figcaption></figcaption></figure>

To change the Content Settings, click the appropriate tab on the settings modal. Select from a Detailed Reading Mode, which reads all of the content on the book page, or a Simplified Reading Mode, which provides a focused listening experience by skipping footnotes, image descriptions, and URL hyperlinks. Note the simplified reading mode is only available on EPUBs.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273390781719" alt="Read aloud setting content settings"><figcaption></figcaption></figure>


# My Book is Reading in a Different Language

## My book is reading in a different language or with a strange accent and not English. <a href="#h_01jsykhpp0gw8xatktsm6q3q2q" id="h_01jsykhpp0gw8xatktsm6q3q2q"></a>

When you use the Read Aloud feature, it is reading in a different language or with a strange accent and not English.

### Resolutions <a href="#h_01jsykhpp1c5c1055d1enx06aa" id="h_01jsykhpp1c5c1055d1enx06aa"></a>

The Read Aloud feature uses the default voices on your computer or mobile device to read. Change the system default language to an English-US voice for the best reading experience. (Note: For books in another language, e.g., Portuguese, set your system voice to the language in which the book is written, these directions are for setting the book to read in English with a US accent)

**FOR MAC OSX**

1. Open your **System Preferences** > **Accessibility** > **Voice** (on the left-hand side).
2. Under **System Voice,** click on the current name.
3. If you do not see an English voice, select "**Personalize**." Start typing in **English** (this will need to be in the language of your system), and then pick one of the names.
4. Once it's downloaded, you'll want to change the System Voice to the one you just downloaded. When you go back to your book, it will read to you in English.

**FOR WINDOWS 10**

1. Go to **Start** > **Settings** > **Time & Language** > **Region & Language**.
2. Select **Add a language** and choose the language you want from the list\*.
3. After installation of the language, restart the computer.
4. After reboot, go to **Start** > **Settings; with** the Windows Settings in view, select **Time & Language,** then choose **Speech** (on the left pane).
5. Click **Voice:** drop-down and select a voice. The voices do not state what language they are in; therefore, you’ll want to click on the **Preview voice** box to sample the voice. (eg. **Microsoft David**is English, **Microsoft Claude** is French, **Microsoft Raul** is Spanish).

<> *\*Not all languages support text to speech. Please look for the “**Text-to-speech**” next to the language pack selection before downloading the language pack.*

**FOR iOS**

1. Go to **Settings** > **General** > **Accessibility** > **VoiceOver** > **Speech**.
2. If this is not set to English, tap **Add New Language**. Select the language and dialect you want.
3. Tap **Voice,** then tap the voice you'd like to use.
4. Choose either **Default** or **Enhanced Quality**. When you go back to your book, it will read to you in English.

**FOR ANDROID**

1. Open your device **Apps** > **Settings** > **Language and input** > **Text to Speech options**.
2. One option will be selected: either the **device's text-to-speech engine** or the **Google text to speech Engine**. Select the **gear** next to the one that has the checkmark > change **Language** to **English (United States)**. This may require a download.
3. Once it's downloaded, you'll want to change the System Voice to the one you just downloaded. When you go back to your book, it will read to you in English.

**FOR ONLINE**

The eReader uses the default voices on your computer for Read Aloud. Not all web browsers will support the available voices within an Operating System. You will notice that different voices are offered depending on the browser you use.

\
Microsoft Edge is the Windows 10 built-in web browser and will take full advantage of all the available voices. Third-Party web-browsers such as Google Chrome, Apple Safari, Mozilla Firefox, and Opera are not guaranteed to support all Windows 10 Operating System languages.

If you are using a web browser and the eReader is reading in a different language or with a foreign accent, you can resolve this by doing the following:

1. Switch to another browser, such as **Microsoft Edge**.
2. In your current browser, switch to another voice, such as Microsoft Zira, by clicking on the Read Aloud Settings and **Change Voice**. When you go back to your book, it will read to you in English.

<br>


# Flashcards

## What are Flashcards? <a href="#h_01jqps6ryxv2z96wb3a4rsvxsv" id="h_01jqps6ryxv2z96wb3a4rsvxsv"></a>

Flashcards are a study tool built into the eReader. They have a front and back, will shuffle, and allow you to notate if you know the information on the card or not.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143459351" alt="Flashcards feature in eReader"><figcaption><p>Flashcard button on ebook screen</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143459991" alt="Flashcard front"><figcaption><p>front of flashcard screen</p></figcaption></figure>

### How do I create Flashcards? <a href="#h_01jqps6ryxg6hx63g32k3xz5xt" id="h_01jqps6ryxg6hx63g32k3xz5xt"></a>

You can create Flashcards in two different ways. First, select a [Highlight](/products/content/unizin-engage/vitalsource-ereader-user-guide/highlighter-preferences) and use the **Create Flashcard** option or open the [WorkBook](/products/content/unizin-engage/vitalsource-ereader-user-guide/workbook), select **Flashcards** and use the + icon to add a Flashcard.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143460503" alt="Create flashcard button from highlight" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130331031" alt="Create flashcard button from Workbook" data-size="original"> |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------ | - | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130331927" alt="Full screen for how to create a flashcard"><figcaption><p>Complete screen of how to create a flashcard</p></figcaption></figure>

**Next, you will add a deck name and select Save.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130332439" alt="Type deck name button"><figcaption><p>Add a deckname screen</p></figcaption></figure>

**You can then use the + icon to add cards to the deck, adding the information you would like to study.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143463063" alt="How to add more flashcards with the plus button screen"><figcaption><p>Add more flascards with the plus button screen</p></figcaption></figure>

### How do I use Flashcards? <a href="#h_01jqps6ryyen4k836j8z9nz774" id="h_01jqps6ryyen4k836j8z9nz774"></a>

Once you have created a deck, you can use the **Study** option or select the play option from in or outside of the deck views.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130333463" alt="Study button" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143464087" alt="My Decks view" data-size="original"> |
| ---------------------------------------------------------------------------------------------------------------------------------- | - | ----------------------------------------------------------------------------------------------------------------------------------- |
| **From the Flashcard Edit View**                                                                                                   |   | **From the Flashcard Stack View**                                                                                                   |

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130334743" alt="Complete screen of the study option menu"><figcaption><p>complete screen of the Study option menu</p></figcaption></figure>

**Clicking/tapping on a card face will reveal the back of the card.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130335639" alt="Back of flashcard on study option menu"><figcaption><p>Back of the flashcard added on the study option menu</p></figcaption></figure>

**To go to the next card or back, you can select one of the arrows on the side of the card.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130336407" alt="How to arrow back and forth between cards"><figcaption></figcaption></figure>

**You can close the Deck by selecting the X, restart by selecting the circled arrow or shuffle the Deck using the crisscrossed arrows icon.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130337175" alt="Close, shuffle, and restart deck buttons"><figcaption></figcaption></figure>

**You can keep track of what you have retained and what you still need to retain while studying the Flashcards by selecting the I Don't know it or I Know it options.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130337943" alt="I don&#x27;t know and I know it buttons"><figcaption></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143470103" alt="Full view of I don&#x27;t know it and I know it buttons"><figcaption></figcaption></figure>

**At the end of the Deck review, you will get results regarding your retention of the material.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130338967" alt="Review complete screen"><figcaption></figcaption></figure>

**When you go back into the Deck, you will have options for studying the previously reviewed cards when you have rated your knowledge.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143470999" alt="Options to study weak cards and study all cards buttons"><figcaption></figcaption></figure>

### Why does each of the cards in my Flashcard Deck have a different color? <a href="#h_01jqps6ryze7nsm3q66zygmtbe" id="h_01jqps6ryze7nsm3q66zygmtbe"></a>

You can tell if you know the material or not by the color of the left side of the Flashcard when viewed in the Deck.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143472279" alt="Grey card that has not been rated" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143473047" alt="Red card that has been rated" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143473559" alt="Green card that has been rated" data-size="original"> |
| ------------------------------------------------------------------------------------------------------------------------------------------------------- | - | -------------------------------------------------------------------------------------------------------------------------------------------------- | - | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| Grey indicates that the Card has not been rated.                                                                                                        |   | Red indicates that the Card has been rated with "I Don't know it."                                                                                 |   | Green indicates that the Card has been rated with "I Know it."                                                                                       |

### How do I delete or edit a Flashcard Deck or Card? <a href="#h_01jqps6rz0z8dpp6pjfnqkw5vb" id="h_01jqps6rz0z8dpp6pjfnqkw5vb"></a>

Hovering over either a Deck or a Card within a deck will give you options to delete or edit that Deck or Card.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143474327" alt="Trash icon on flashcard" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130343575" alt="Edit icon on flashcard" data-size="original"> |
| --------------------------------------------------------------------------------------------------------------------------------------------- | - | -------------------------------------------------------------------------------------------------------------------------------------------- |
| The Trash icon will delete the Deck; the pen icon will allow the Deck Name to be edited.                                                      |   | The Trash icon will delete the Card; the pen will allow the Front and Back of the Card to be edited.                                         |

### How do I move the information I highlighted and created a Flashcard from the front of the Card to the back of the Card? <a href="#h_01jqps6rz08cwthw0x8wb1jza2" id="h_01jqps6rz08cwthw0x8wb1jza2"></a>

You will use the following icon to move the highlighted information to the back of the card:

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130344599" alt="Icon to move highlighted info to the back of the card"><figcaption><p>Screen_Shot_2021-07-14_at_2.18.23_PMpn</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130345239" alt="Full view of studying flashcards"><figcaption></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143483159" alt="Full view of studying flashcards"><figcaption></figcaption></figure>

**You can copy/paste pieces of the book to a Flashcard as well. For example, after creating the front of the Flashcard with part of the information in a section of the eTextBook, you can then copy/paste the rest to the back of the Card.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273143484055" alt="Full view of copy and pasting information on the card"><figcaption></figcaption></figure>

**Highlight the text you need, then use the Copy function in the window that pops up.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130352791" alt="View of copying text from a highlight"><figcaption></figcaption></figure>

**Paste that into the Back of the Card section of the Flashcard by using a right-click in the window and using your device's Paste function.**

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130354327" alt="Pasting information to the back of a flashcard" height="415" width="400"><figcaption></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273130357399" alt="Full view of pasting information to a flashcard"><figcaption></figcaption></figure>

#### Flashcard Frequently Asked Questions: <a href="#h_01jqps6rz0xyktxt674ebgc0bw" id="h_01jqps6rz0xyktxt674ebgc0bw"></a>

**Can Flashcards be shared?**

No, sharing Flashcards is not possible; however, Highlights and Notes can be when users have the same eTextBook in their separate accounts.

**Can Flashcards be printed?**

No, printing of Flashcards is not possible; however, Highlights and Notes can be exported for printing.


# Margin Notes

## What is an eTextBook's Margin Notes? <a href="#h_01jjz4tbkskhxphg3krh6hf00p" id="h_01jjz4tbkskhxphg3krh6hf00p"></a>

The following icon opens the current viewed section's Margin Notes. These are the notes you make when [Highlighting](/products/content/unizin-engage/vitalsource-ereader-user-guide/highlighter-preferences) your eTextBook.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273132267287" alt="Arrow for margin notes"><figcaption><p>Margin notes on Etextbooks screenshot</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273089451799" alt="Full view of margin notes"><figcaption><p>Margin notes on Etextbooks screenshot</p></figcaption></figure>

### Why do my Margin Notes go away when I change pages in my eTextBook? <a href="#h_01jjz4tbks8hgvbphh8wpce6wg" id="h_01jjz4tbks8hgvbphh8wpce6wg"></a>

You will only see Notes for the current section of the eTextBook you are on in. When there are no Notes created for the section of eTextBook, you are in the Margin Notes will be empty.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273132270359" alt="View of no margin notes on screen"><figcaption><p>No notes on the margin on Etextbooks screenshot</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273089453079" alt="View of no margin notes on screen"><figcaption><p>No notes on the margin on Etextbooks screenshot</p></figcaption></figure>

### How do I close the Margin Notes section of my eTextBook? <a href="#h_01jjz4tbksabcvn2nr22rqnh49" id="h_01jjz4tbksabcvn2nr22rqnh49"></a>

You will use the following icon to close the Margin Notes section of your eTextBook.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273132275863" alt="Close arrow for margin notes"><figcaption><p>Close button of Margin notes</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273089454615" alt="Full view with margin notes closed"><figcaption><p>Full screenshot of the margin notes with close button</p></figcaption></figure>

### How do I know if I have a Note(s) in this section of the eTextBook I am in? <a href="#h_01jjz4tbks0d8fwpzmg7a65t0k" id="h_01jjz4tbks0d8fwpzmg7a65t0k"></a>

You will see the following icon to the right of the text in your eTextBook. The icon's color will depend on the color of the Highlight used to create the Note. Selecting this icon will open the Margin Notes section as well.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273089456151" alt="Icon showing margin notes available"><figcaption><p>Notes available on Etextbook</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273089456663" alt="Full view of icon showing margin notes"><figcaption><p>Full screenshot of the margin notes with notes available button</p></figcaption></figure>


# Workbook

## What is the eTextBook Workbook? <a href="#h_01jqw55a67w27pby7b8jzj7bv9" id="h_01jqw55a67w27pby7b8jzj7bv9"></a>

The studying tools reside in the Workbook, [Highlights](/products/content/unizin-engage/vitalsource-ereader-user-guide/highlighter-preferences), Notes, [Bookmarks](/products/content/unizin-engage/vitalsource-ereader-user-guide/bookmarking), and [Flashcards](/products/content/unizin-engage/vitalsource-ereader-user-guide/flashcards).

### How do I get to the eTextBook Workbook? <a href="#h_01jqw55a67x211axx93tpzzc9e" id="h_01jqw55a67x211axx93tpzzc9e"></a>

You will use the following icon to open up the Workbook.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273083698071" alt="Workbook icon"><figcaption><p>eTextBook Workbook icon</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273083699095" alt="Full view of workbook"><figcaption><p>eTextBook page</p></figcaption></figure>

### What are the options in the Workbook? <a href="#h_01jqw55a6794d180dnp48heaaa" id="h_01jqw55a6794d180dnp48heaaa"></a>

Annotations ([Highlights](/products/content/unizin-engage/vitalsource-ereader-user-guide/highlighter-preferences) and Notes), [Bookmarks](/products/content/unizin-engage/vitalsource-ereader-user-guide/bookmarking), and [Flashcards](/products/content/unizin-engage/vitalsource-ereader-user-guide/flashcards) are within the Workbook of any eTextBook.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32273083699479" alt="In depth view of workbook" height="742" width="400"><figcaption><p>Workbook opinion example</p></figcaption></figure>

<br>


# Bookmarking

## Can I bookmark a page in the eTextBook? <a href="#h_01jqw0pbkqx0vp9vya300m5k53" id="h_01jqw0pbkqx0vp9vya300m5k53"></a>

An eTextBook page can be Bookmarked using the following icon in any eTextBook or using the **+** icon in the Bookmarks Workbook section of an eTextBook.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272974444055" alt="Boookmark icon"><figcaption><p>bookmark icon</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272974444951" alt="Location of the bookmark icon"><figcaption><p>eTextbook page</p></figcaption></figure>

### How do I view my eTextBook Bookmarks? <a href="#h_01jqw0pbkqjyzc9p2y0px1ht4v" id="h_01jqw0pbkqjyzc9p2y0px1ht4v"></a>

To view your Bookmarks, you will use the following icon to open the Workbook. Then you will select the Bookmark tab to see the page or pages you have Bookmarked in your My Bookmarks section of an eTextBook. Selecting the Bookmark will take you to the page bookmarked.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272987963159" alt="Icon of all bookmarks"><figcaption><p>eTextBook Bookmarked icon</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272974447895" alt="Full view of bookmarks section"><figcaption><p>eTextbook page example</p></figcaption></figure>

### How do I remove an eTextBook Bookmark? <a href="#h_01jqw0pbkqsbxvg94afnbv2k31" id="h_01jqw0pbkqsbxvg94afnbv2k31"></a>

You will need to be in the Bookmarks Workbook section of your eTextBook. Locate the Bookmark you would like to remove in the **My Bookmarks** section, and hover over the Bookmark, a delete icon (trashcan) will appear. You will then use click on the trashcan to remove the Bookmark.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272987965335" alt="How to find my bookmarks" data-size="original"> | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272987966359" alt="Icon to delete bookmarks" data-size="original"> |
| ---------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |

### How do I add a Bookmark in the eTextBook Workbook? <a href="#h_01jqw0pbkq6aj2ha8s758211vc" id="h_01jqw0pbkq6aj2ha8s758211vc"></a>

You can use the **+** icon to the right of the **My Bookmarks** title to add a Bookmark of the page you are currently on as well.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272987967895" alt="Icon to add bookmarks"><figcaption><p>My bookmark add button</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272974463511" alt="Confirmation to add bookmarks"><figcaption><p>Add bookmark prompt</p></figcaption></figure>

<br>


# Highlighter Preferences

## How do I change Highlighter settings, and what are they? <a href="#h_01jqsgrmczd0mqy3nr5cayc015" id="h_01jqsgrmczd0mqy3nr5cayc015"></a>

The Highlighter settings are within the Reader Preferences of an eTextBook view. There you can turn on or off Fast Highlight, add or remove a highlighter from your **My Highlighters** list, manage your **Shared Highlighters** or the highlights you may be following, or enter an email to follow someone’s shared highlights.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883416215" alt="Reader preferences highlighter view" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883417239" alt="Reader preferences sharing view" data-size="original"> |
| --------------------------------------------------------------------------------------------------------------------------------------------------------- | - | ----------------------------------------------------------------------------------------------------------------------------------------------------- |

## How do I get to the Reader Highlighters Preferences in an eTextBook? <a href="#h_01jqsgrmczfr8ck2mpyk8dfw5j" id="h_01jqsgrmczfr8ck2mpyk8dfw5j"></a>

You will select the following icon to open the Reader Preferences in an eTextBook and verify that **Highlighter**s is underlined.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870075799" alt="Reader preferences icon"><figcaption><p>reader preferences icon</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870076183" alt="Reader preferences menu"><figcaption><p>reader preferences menu</p></figcaption></figure>

## What is Fast Highlight? <a href="#h_01jqsgrmd0t6bwjeb1vmdercc3" id="h_01jqsgrmd0t6bwjeb1vmdercc3"></a>

When Fast Highlight is on as shown below, it will allow you to quickly highlight a section of text using the last highlighter used.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883419287" alt="Fast highlight toggle"><figcaption><p>fast highlight toggle</p></figcaption></figure>

## How do I highlight text in an eTextBook? <a href="#h_01jqsgrmd0epbcc2wabq2r8yn9" id="h_01jqsgrmd0epbcc2wabq2r8yn9"></a>

To highlight text, select the text you would like highlighted by holding the cursor while selecting the text and releasing it. This action will bring up a **Highlighter Option** menu. If you have more than one highlighter available, they will be listed. Selecting the highlighter will highlight the text.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883421207" alt="Highlight text options" height="302" width="250"><figcaption><p>highlight text options</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883421335" alt="Highlight text example"><figcaption><p>highlight text example one</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883422487" alt="Highlighting text example"><figcaption><p>highlight text example two</p></figcaption></figure>

## How do I remove a highlight? <a href="#h_01jqsgrmd000sb448mn5n8rezb" id="h_01jqsgrmd000sb448mn5n8rezb"></a>

Click/Tap on the highlight you would like to remove, a menu will pop up, click/tap on the **X** within the highlight you want to remove.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883425559" alt="Remove highlight options" height="301" width="250"><figcaption><p>remove highlight text options</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883427479" alt="Remove highlight example"><figcaption><p>remove highlight text example</p></figcaption></figure>

## How do I add highlighters to the list of My Highlighters? <a href="#h_01jqsgrmd0qn6mf31mwf9sht2r" id="h_01jqsgrmd0qn6mf31mwf9sht2r"></a>

In the Highlighters section of any eTextBook's Reader Preferences, there is an **Add New Highlighter** option. After you click/tap on that option, you will be given an option to select a color and update the default name of the highlighter. You will also have the option to make the highlighter public. Finally, selecting **Save** will add this highlighter to your **My Highlighters** list.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870084247" alt="Add new highlighter button"><figcaption><p>add new highlighter button</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870085271" alt="Add new highlighter in reader preferences"><figcaption><p>add new highlighter step one</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870087063" alt="Change highlighter color"><figcaption><p>add new highlighter step two</p></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870088215" alt="Add new highlighters full view"><figcaption><p>add new highlighter step three</p></figcaption></figure>

## How can I remove a highlighter from the My Highlighters list? <a href="#h_01jqsgrmd1c1y4mhbgac12qjbh" id="h_01jqsgrmd1c1y4mhbgac12qjbh"></a>

The **Remove** option to the right of the highlighter in your **My Highlighters** list will remove the Highlighter. You will receive a warning that when you delete a highlighter, you will also be deleting what has been highlighted in your eTextBook and any note(s) associated as well.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272870088727" alt="Delete a highlight" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/32272883439639" alt="Confirmation to delete a highlight" data-size="original"> |
| ---------------------------------------------------------------------------------------------------------------------------------------- | - | -------------------------------------------------------------------------------------------------------------------------------------------------------- |


# Note Sharing

## How do I share my notes and highlights? <a href="#h_01jqsgrmczd0mqy3nr5cayc015" id="h_01jqsgrmczd0mqy3nr5cayc015"></a>

To share notes and highlights with a fellow classmate, click on the **Reader Preferences** in the top right corner.

<figure><img src="/files/LjjJwiLfj8wCYvjXc0Et" alt="Reader preferences view"><figcaption></figcaption></figure>

Go to the sharing tab, and enter the email of the user whose notes you'd like to view, then click **Follow**.

<figure><img src="/files/39xvC2G8MCMrSDux8MGJ" alt="Reader Preferences view" width="360"><figcaption></figcaption></figure>

{% hint style="info" %}
**Important Note:** In order to follow a user in Engage, you must use their **Engage specific email address**. This can be found under the **My Account** settings in the top right corner.
{% endhint %}

<figure><img src="/files/WvMtRrf42XqPdPgpVKaL" alt="My Account view"><figcaption></figcaption></figure>

<figure><img src="/files/TUSjvzduBQuo9C3ATKNT" alt="My account view with arrow to email address"><figcaption></figcaption></figure>


# Offline Download

### How do I access the offline or downloadable version of my book?

Once you have launched your eText from Engage via your browser, you can access the offline mobile apps quickly and easily from any of your eTextbooks by clicking the More Options (3-dot menu) and then Download App or by clicking your Account Icon on the top right.

A pop up will appear. You can then choose to download apps or use the quick mobile sign in.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/33491927498647" alt="My Account View" height="186" width="486"><figcaption></figcaption></figure>

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/33467424671383" alt="Bookshelf drop down view"><figcaption><p>Bookshelf dropdown menu</p></figcaption></figure>

Instructions to download and access the app will be displayed. Using your device camera, scan your personal QR code. You will automatically be navigated to the app store for your device to install the app. Click Launch and you will automatically be signed into Bookshelf. Note: Amazon Fire users will need to download the app onto their device before scanning their personal QR code

<figure><img src="/files/ftovoyNFjEUgUEERn09w" alt="Bookshelf QR Code"><figcaption><p>QR code option</p></figcaption></figure>

**Already downloaded the mobile app?**

If you have already downloaded the mobile app, launch the app and tap Scan QR code on the Bookshelf sign-in screen. Locate your personal QR code in the online browser platform by opening your eTextbook and clicking More Options (3-dot menu) and then Download App. Once you scan your QR code, you will automatically SSO into the mobile app.

<figure><img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/33467424672919" alt="Bookshelf Scan QR Code View"><figcaption><p>Bookshelf login diagram</p></figcaption></figure>

{% hint style="info" %}
Please Note: In order to access your eText, you *must* scan your personalized QR code in the browser. Entering your email and password will not activate your eText.
{% endhint %}

#### I Have Launched the App, Now What? <a href="#h_01hfd21pv0gxjp1wcg57yxag1v" id="h_01hfd21pv0gxjp1wcg57yxag1v"></a>

From here you can download books for offline reading.

#### Download Your eTextBooks <a href="#h_01hfd21pv172ycztysmhvx6ymw" id="h_01hfd21pv172ycztysmhvx6ymw"></a>

**Mobile App**

In the Bookshelf app, click on the book you want to download while your phone or tablet is connected to the internet. Once the book has been downloaded, a small checkmark icon will appear in the top-right corner of the title on your library.

| <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/33658827896599" alt="Mobile App View" data-size="original"> |   | <img src="https://bookshelfsupport.vitalsource.com/hc/article_attachments/33658843834391" alt="Mobile App book downloaded" data-size="original"> |
| ------------------------------------------------------------------------------------------------------------------------------------- | - | ------------------------------------------------------------------------------------------------------------------------------------------------ |

<br>


# Cookie Issues

{% hint style="info" %}
Please Note: Engage recommends using **Google Chrome** for the best experience.
{% endhint %}

If you received a message that your launch was unsuccessful, it may be because your browser is blocking 3rd party cookies. Cookies are required to sign in to VitalSource through Engage.

\
If you receive either of the below error messages you'll need to update your browser settings to allow Engage & VitalSource to set cookies.

<div><figure><img src="/files/Tdtn7JddgGi96kRHsnWa" alt="Unizin third party cookies required error" width="563"><figcaption></figcaption></figure> <figure><img src="/files/OimSeVM3Irvt3T7xM8TT" alt="VitalSource 3rd party cookies error message" width="550"><figcaption></figcaption></figure></div>

You can either allow all third party cookies or cross-site tracking, or add Canvas & Engage as websites that you allow to set cookies. You can find instructions for updating your browser settings below:

* [Google Chrome](https://support.google.com/chrome/answer/95647?co=GENIE.Platform%3DDesktop\&hl=en#zippy=%2Callow-or-block-third-party-cookies)
* [Safari](https://support.apple.com/guide/safari/enable-cookies-ibrw850f6c51/26.0/mac/26)
* [Internet Explorer](https://support.microsoft.com/en-us/help/17442)
* [Microsoft Edge](https://support.microsoft.com/en-us/help/4534105/microsoft-edge-configure-your-privacy-settings)
* [Firefox](https://support.mozilla.org/en-US/kb/cookies-information-websites-store-on-your-computer#w_cookie-settings)

***

{% hint style="info" %}
Important Note: **Safari** users must also uncheck *Prevent cross-site tracking.* This setting can be found by going to Safari -> Settings -> Privacy, and unchecking the box
{% endhint %}

<figure><img src="/files/PoEN5s6FeHXulFOYktWe" alt="Safari privacy window"><figcaption></figcaption></figure>

***

If you are using an **Incognito Browser** on **Google Chrome**, please note you will need to add **both** Canvas and Engage and as *Site allowed to use third-party cookies.*

To do this go to Google Chrome -> Settings -> Privacy and Security -> Sites allowed to use third-party cookies. Click "Add" and enter your university specific Canvas URL, as well as your university specific Engage URL you see at the top of your screen. For example: *iu.instructure.com &* *indiana.courseload.com* or *uiowa.instructure.com &* *uiowa.courseload.com*

<figure><img src="/files/phm29bd8nk1XQW2XBh3m" alt="Google Chrome Privacy and Security settings"><figcaption></figcaption></figure>


# Pearson Titles

{% hint style="info" %}
Please note: Pearson has a policy in place and will not deliver content to third party ereader providers that includes **any** embedded or interactive media. This means all audio, external links, video, or interactive content mentioned in a title cannot be accessed directly in VitalSource's ereader. Users may only access these types of content directly in Pearson's digital learning platform.

If users run into this issue with a Pearson title, it is because they deliver the ebooks without the embedded content intentionally. Please contact Pearson support and/or your local Pearson representative to discuss the issue further. Should an instructor need access to the interactive media content within a Pearson title, they will need to order the material to be delivered directly through Pearson's digital learning platform.
{% endhint %}


# Institution Support


# Disabled Student Services / Alt-Format

* [Best Practices for Republishing Course Content](/products/content/unizin-engage/institution-support/disabled-student-services-alt-format/best-practices-for-republishing-course-content)
* [Disabled Student Services](/products/content/unizin-engage/institution-support/disabled-student-services-alt-format/disabled-student-services)
* [Requesting eTextbook Files for Accessibility Purposes](/products/content/unizin-engage/institution-support/disabled-student-services-alt-format/requesting-etextbook-files-for-accessibility-purposes)
* [WCAG 2.0 AA evaluation for Engage](/products/content/unizin-engage/institution-support/disabled-student-services-alt-format/wcag-2.0-aa-evaluation-for-engage)
* [WCAG 2.0 AA evaluation for EPUB for Engage](/products/content/unizin-engage/institution-support/disabled-student-services-alt-format/wcag-2.0-aa-evaluation-for-epub-for-engage)


# Best Practices for Republishing Course Content

## Maintain Page Numbering <a href="#bestpracticesforrepublishingcoursecontent-maintainpagenumbering" id="bestpracticesforrepublishingcoursecontent-maintainpagenumbering"></a>

For the Alongside solution to work optimally, the republished content that you create for screen readers and other assistive technology must retain the exact page numbering from the original textbook. Keeping the page numbers allows students using screen readers to:

* Follow the assignments given to them by their instructors
* Access the notes that the instructor and other students have shared in Engage and match the notes up with the text in the republished document
* Create notes in Engage on the correct pages

You may need to adjust the paper size of the pages in your republished document in order to retain the same page numbering, especially if textual descriptions of graphics have been added to the text.

## Republish to a File that Allows Text to be Copied <a href="#bestpracticesforrepublishingcoursecontent-republishtoafilethatallowstexttobecopied" id="bestpracticesforrepublishingcoursecontent-republishtoafilethatallowstexttobecopied"></a>

The Alongside solution calls for students to copy text from the republished content and paste it in to a note in the Engage application. For the greatest level of usability, the republished content must allow users to select and copy text.


# Disabled Student Services

## Enabling Disability Student Services <a href="#disabledstudentservices-enablingdisabilitystudentservices" id="disabledstudentservices-enablingdisabilitystudentservices"></a>

Engage functionality is available for users who are using screen readers and keyboard accessibility devices by using the Alongside Solution.

eTextbooks are laid out like printed textbooks, which is convenient for sighted users but problematic for screen reading software and other assistive technology. Traditional printed book layout does not include a clear reading order for the information that appears on a page, nor does it include descriptions of the graphical elements.

Because of this long-standing problem, DSS organizations have found ways to republish course content into linear versions of the texts (such as in a Microsoft Word document) for their students who use assistive technology. The Engage Alongside solution calls for Engage to be used "alongside" the republished document that you are creating anyway. Students can use the assistive technology in the republished document while accessing instructor notes, creating and sharing their own notes, and asking questions within the Engage application.

The Alongside solution works best when the republished document version of the text is prepared according to these [best practices for republishing course content.](/products/content/unizin-engage/institution-support/disabled-student-services-alt-format/best-practices-for-republishing-course-content)


# Requesting eTextbook Files for Accessibility Purposes

## How we can help <a href="#requestingetextbookfilesforaccessibilitypurposes-howwecanhelp" id="requestingetextbookfilesforaccessibilitypurposes-howwecanhelp"></a>

In an effort to better collaborate with institutions and publishers, Unizin has implemented a process to help share original eTextbook files and republished documents with our customer institutions. In accordance with our agreements with publisher partners, Unizin can help an institution’s Disabled Student Services (DSS) organization receive an eTextbook version of a title, or when possible, a republished eTextbook version of a title. DSS organizations can use this file to serve students who have paid for the content and who meet the institution’s disability criteria.

Our goal is to make educational content available to more students, faster. To help us achieve this goal, we ask that any republished document added by your DSS office be returned to Unizin, so that we may offer the file to a different customer institutional DSS organization with the same need.

To accommodate students with a disability, requests for unlocked PDFs for content may be submitted by [completing this form](https://docs.google.com/forms/d/e/1FAIpQLScycD8lDSH9w8-bzYulEr-2WG9sUW1uU_dM2i1y3l-t-_8qEA/viewform?usp=sf_link).

In certain instances, we will not be able to deliver a file to your institution’s DSS because we do not have permission from the publisher to do so. If the title you are requesting belongs to a publisher with whom we do not have a pre-approved process in place, we can still help connect you with the proper contact at the publishing company. The Unizin Services Manager assigned to your institution will be in contact with you to provide additional assistance.


# WCAG 2.0 AA evaluation for Engage

## WCAG 2.0 Level AA Assessment <a href="#wcag2.0aaevaluationforengage-wcag2.0levelaaassessment" id="wcag2.0aaevaluationforengage-wcag2.0levelaaassessment"></a>

### Unizin Engage - May 8, 2017 <a href="#wcag2.0aaevaluationforengage-unizinengagemay8-2017" id="wcag2.0aaevaluationforengage-unizinengagemay8-2017"></a>

This document evaluates [Unizin Engage](/products/content/unizin-engage)'s compliance with the World Wide Web Consortium's [Web Content Accessibility Guidelines 2.0 Level AA](http://www.w3.org/wai/wcag20/quickref/) requirements. This report was created by the [Carl and Ruth Shapiro Family National Center for Accessible Media at WGBH](http://ncam.wgbh.org/), May 2017.

Special Note: This assessment applies to Unizin Engage's note-viewing, note-taking, collaboration and sharing functions only; it does not apply to the accessibility of the textbook material itself. Students will use Unizin Engage alongside course content with their preferred assistive technology; course content has first been republished in an accessible manner by publishers, government-funded conversion programs, sharing networks, or disabled student-services organizations.

***

#### Guideline 1.1, Text Alternatives: Provide text alternatives for any non-text content so that it can be changed into other forms people need, such as large print, braille, speech, symbols or simpler language. <a href="#wcag2.0aaevaluationforengage-guideline1.1-textalternatives-providetextalternativesforanynon-textcont" id="wcag2.0aaevaluationforengage-guideline1.1-textalternatives-providetextalternativesforanynon-textcont"></a>

<table data-full-width="true"><thead><tr><th width="701">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>1.1.1 Non-text Content:</strong> All non-text content that is presented to the user has a text alternative that serves the equivalent purpose, except for the situations listed below. (Level A)</p><ul><li><strong>Controls, Input</strong>: If non-text content is a control or accepts user input, then it has a name that describes its purpose. (Refer to Guideline 4.1 for additional requirements for controls and content that accepts user input.)</li><li><strong>Time-Based Media</strong>: If non-text content is time-based media, then text alternatives at least provide descriptive identification of the non-text content. (Refer to Guideline 1.2 for additional requirements for media.)</li><li><strong>Test</strong>: If non-text content is a test or exercise that would be invalid if presented in text, then text alternatives at least provide descriptive identification of the non-text content.</li><li><strong>Sensory</strong>: If non-text content is primarily intended to create a specific sensory experience, then text alternatives at least provide descriptive identification of the non-text content.</li><li><strong>CAPTCHA</strong>: If the purpose of non-text content is to confirm that content is being accessed by a person rather than a computer, then text alternatives that identify and describe the purpose of the non-text content are provided, and alternative forms of CAPTCHA using output modes for different types of sensory perception are provided to accommodate different disabilities.</li><li><strong>Decoration, Formatting, Invisible</strong>: If non-text content is pure decoration, is used only for visual formatting, or is not presented to users, then it is implemented in a way that it can be ignored by assistive technology.</li></ul></td><td><p>Supports with one exception:</p><ul><li>Analytics, which are presented as SVGs in modal windows, are currently inaccessible to screen-reader users. However, the data can be downloaded for analysis. Analytics graphics are expected to be replaced with a more accessible solution in an upcoming version of Engage.</li></ul></td></tr></tbody></table>

#### Guideline 1.2, Time-based Media: Provide alternatives for time-based media. <a href="#wcag2.0aaevaluationforengage-guideline1.2-time-basedmedia-providealternativesfortime-basedmedia" id="wcag2.0aaevaluationforengage-guideline1.2-time-basedmedia-providealternativesfortime-basedmedia"></a>

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>1.2.1 Audio-only and Video-only (Prerecorded):</strong> For prerecorded audio-only and prerecorded video-only media, the following are true, except when the audio or video is a media alternative for text and is clearly labeled as such: (Level A)</p><ul><li>Prerecorded Audio-only: An alternative for time-based media is provided that presents equivalent information for prerecorded audio-only content.</li><li>Prerecorded Video-only: Either an alternative for time-based media or an audio track is provided that presents equivalent information for prerecorded video-only content.</li></ul></td><td>N/A</td></tr><tr><td><strong>1.2.2 Captions (Prerecorded):</strong> Captions are provided for all prerecorded audio content in synchronized media, except when the media is a media alternative for text and is clearly labeled as such. (Level A)</td><td>N/A</td></tr><tr><td><strong>1.2.3 Audio Description or Media Alternative (Prerecorded):</strong> An alternative for time-based media or audio description of the prerecorded video content is provided for synchronized media, except when the media is a media alternative for text and is clearly labeled as such. (Level A)</td><td>N/A</td></tr><tr><td><strong>1.2.4 Captions (Live):</strong> Captions are provided for all live audio content in synchronized media. (Level AA)</td><td>N/A</td></tr><tr><td><strong>1.2.5 Audio Description (Prerecorded):</strong> Audio description is provided for all prerecorded video content in synchronized media. (Level AA)</td><td>N/A</td></tr></tbody></table>

#### Guideline 1.3, Adaptable: Create content that can be presented in different ways (for example simpler layout) without losing information or structure.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>1.3.1 Info and Relationships:</strong> Information, structure, and relationships conveyed through presentation can be programmatically determined or are available in text. (Level A)</td><td>Supports</td></tr><tr><td><strong>1.3.2 Meaningful Sequence:</strong> When the sequence in which content is presented affects its meaning, a correct reading sequence can be programmatically determined. (Level A)</td><td>Supports</td></tr><tr><td><p><strong>1.3.3 Sensory Characteristics:</strong> Instructions provided for understanding and operating content do not rely solely on sensory characteristics of components such as shape, size, visual location, orientation, or sound. (Level A)<br></p><p><em>Note: For requirements related to color, refer to Guideline 1.4.</em></p></td><td>Supports</td></tr></tbody></table>

#### **Guideline 1.4, Distinguishable:** Make it easier for users to see and hear content including separating foreground from background.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>1.4.1 Use of Color:</strong> Color is not used as the only visual means of conveying information, indicating an action, prompting a response, or distinguishing a visual element. (Level A)<br></p><p><em>Note: This success criterion addresses color perception specifically. Other forms of perception are covered in Guideline 1.3 including programmatic access to color and other visual presentation coding.</em></p></td><td>Supports</td></tr><tr><td><p><strong>1.4.2 Audio Control:</strong> If any audio on a Web page plays automatically for more than 3 seconds, either a mechanism is available to pause or stop the audio, or a mechanism is available to control audio volume independently from the overall system volume level. (Level A)<br></p><p><em>Note: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether or not it is used to meet other success criteria) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em></p></td><td>N/A</td></tr><tr><td><p><strong>1.4.3 Contrast (Minimum)</strong>: The visual presentation of text and images of text has a contrast ratio of at least 4.5:1, except for the following: (Level AA)</p><ul><li>Large Text: Large-scale text and images of large-scale text have a contrast ratio of at least 3:1</li><li>Incidental: Text or images of text that are part of an inactive user interface component, that are pure decoration, that are not visible to anyone, or that are part of a picture that contains significant other visual content, have no contrast requirement.</li><li>Logotypes: Text that is part of a logo or brand name has no minimum contrast requirement.</li></ul></td><td>Supports</td></tr><tr><td><strong>1.4.4 Resize text</strong>: Except for captions and images of text, text can be resized without assistive technology up to 200 percent without loss of content or functionality. (Level AA)</td><td>Supports</td></tr></tbody></table>

#### Guideline 2.1 Keyboard Accessible: Make all functionality available from a keyboard.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>2.1.1 Keyboard</strong>: All functionality of the content is operable through a keyboard interface without requiring specific timings for individual keystrokes, except where the underlying function requires input that depends on the path of the user's movement and not just the endpoints. (Level A)<br></p><p><em>Note 1: This exception relates to the underlying function, not the input technique. For example, if using handwriting to enter text, the input technique (handwriting) requires path-dependent input but the underlying function (text input) does not.</em></p><p><br><em>Note 2: This does not forbid and should not discourage providing mouse input or other input methods in addition to keyboard operation.</em></p></td><td>Supports</td></tr><tr><td><p><strong>2.1.2 No Keyboard Trap:</strong> If keyboard focus can be moved to a component of the page using a keyboard interface, then focus can be moved away from that component using only a keyboard interface, and, if it requires more than unmodified arrow or tab keys or other standard exit methods, the user is advised of the method for moving focus away. (Level A)</p><p><br><em>Note: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether it is used to meet other or not) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em></p></td><td>Supports</td></tr></tbody></table>

#### Guideline 2.2 Enough Time: Provide users enough time to read and use content.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>2.2.1 Timing Adjustable</strong>: For each time limit that is set by the content, at least one of the following is true: (Level A)</p><ul><li>Turn off: The user is allowed to turn off the time limit before encountering it; or</li><li>Adjust: The user is allowed to adjust the time limit before encountering it over a wide range that is at least ten times the length of the default setting; or</li><li>Extend: The user is warned before time expires and given at least 20 seconds to extend the time limit with a simple action (for example, "press the space bar"), and the user is allowed to extend the time limit at least ten times; or</li><li>Real-time Exception: The time limit is a required part of a real-time event (for example, an auction), and no alternative to the time limit is possible; or</li><li>Essential Exception: The time limit is essential and extending it would invalidate the activity; or</li><li>20 Hour Exception: The time limit is longer than 20 hours.</li></ul><p><em>Note: This success criterion helps ensure that users can complete tasks without unexpected changes in content or context that are a result of a time limit. This success criterion should be considered in conjunction with Success Criterion 3.2.1, which puts limits on changes of content or context as a result of user action.</em></p></td><td><p>Supports</p><ul><li>Engage does not have any system timeouts shorter than 20 hours.</li></ul></td></tr><tr><td><p><strong>2.2.2 Pause, Stop, Hide</strong>: For moving, blinking, scrolling, or auto-updating information, all of the following are true: (Level A)</p><ul><li>Moving, blinking, scrolling: For any moving, blinking or scrolling information that (1) starts automatically, (2) lasts more than five seconds, and (3) is presented in parallel with other content, there is a mechanism for the user to pause, stop, or hide it unless the movement, blinking, or scrolling is part of an activity where it is essential; and</li><li>Auto-updating: For any auto-updating information that (1) starts automatically and (2) is presented in parallel with other content, there is a mechanism for the user to pause, stop, or hide it or to control the frequency of the update unless the auto-updating is part of an activity where it is essential.</li></ul><p><em>Note 1: For requirements related to flickering or flashing content, refer to Guideline 2.3.</em><br></p><p><em>Note 2: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether it is used to meet other success criteria or not) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em><br></p><p><em>Note 3: Content that is updated periodically by software or that is streamed to the user agent is not required to preserve or present information that is generated or received between the initiation of the pause and resuming presentation, as this may not be technically possible, and in many situations could be misleading to do so.</em><br></p><p><em>Note 4: An animation that occurs as part of a preload phase or similar situation can be considered essential if interaction cannot occur during that phase for all users and if not indicating progress could confuse users or cause them to think that content was frozen or broken.</em></p></td><td>Supports</td></tr></tbody></table>

#### Guideline 2.3 Seizures: Do not design content in a way that is known to cause seizures.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>2.3.1 Three Flashes or Below Threshold</strong>: Web pages do not contain anything that flashes more than three times in any one second period, or the flash is below the general flash and red flash thresholds. (Level A)<br></p><p><em>Note: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether it is used to meet other success criteria or not) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em></p></td><td>N/A</td></tr></tbody></table>

#### Guideline 2.4 Navigable: Provide ways to help users navigate, find content, and determine where they are. <a href="#wcag2.0aaevaluationforengage-guideline2.4navigable-providewaystohelpusersnavigate-findcontent-anddet" id="wcag2.0aaevaluationforengage-guideline2.4navigable-providewaystohelpusersnavigate-findcontent-anddet"></a>

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>2.4.1 Bypass Blocks</strong>: A mechanism is available to bypass blocks of content that are repeated on multiple Web pages. (Level A)</td><td>Supports</td></tr><tr><td><strong>2.4.2 Page Titled</strong>: Web pages have titles that describe topic or purpose. (Level A)</td><td>Supports</td></tr><tr><td><strong>2.4.3 Focus Order</strong>: If a Web page can be navigated sequentially and the navigation sequences affect meaning or operation, focusable components receive focus in an order that preserves meaning and operability. (Level A)</td><td>Supports</td></tr><tr><td><strong>2.4.4 Link Purpose (In Context)</strong>: The purpose of each link can be determined from the link text alone or from the link text together with its programmatically determined link context, except where the purpose of the link would be ambiguous to users in general. (Level A)</td><td>Supports</td></tr><tr><td><strong>2.4.5 Multiple Ways</strong>: More than one way is available to locate a Web page within a set of Web pages except where the Web Page is the result of, or a step in, a process. (Level AA)</td><td>Supports</td></tr><tr><td><strong>2.4.6 Headings and Labels:</strong> Headings and labels describe topic or purpose. (Level AA)</td><td>Supports</td></tr><tr><td><strong>2.4.7 Focus Visible</strong>: Any keyboard operable user interface has a mode of operation where the keyboard focus indicator is visible. (Level AA)</td><td>Supports</td></tr></tbody></table>

#### Guideline 3.1 Readable: Make text content readable and understandable.

<table data-full-width="true"><thead><tr><th width="639">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>3.1.1 Language of Page</strong>: The default human language of each Web page can be programmatically determined. (Level A)</td><td>Supports</td></tr><tr><td><strong>3.1.2 Language of Parts</strong>: The human language of each passage or phrase in the content can be programmatically determined except for proper names, technical terms, words of indeterminate language, and words or phrases that have become part of the vernacular of the immediately surrounding text. (Level AA)</td><td><p>Does not support</p><ul><li>Users can enter foreign terms in Notes, but there is no mechanism to programmatically identify them.</li></ul></td></tr></tbody></table>

#### Guideline 3.2 Predictable: Make Web pages appear and operate in predictable ways.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>3.2.1 On Focus</strong>: When any component receives focus, it does not initiate a change of context. (Level A)</td><td>Supports</td></tr><tr><td><strong>3.2.2 On Input</strong>: Changing the setting of any user interface component does not automatically cause a change of context unless the user has been advised of the behavior before using the component. (Level A)</td><td>Supports</td></tr><tr><td><strong>3.2.3 Consistent Navigation</strong>: Navigational mechanisms that are repeated on multiple Web pages within a set of Web pages occur in the same relative order each time they are repeated, unless a change is initiated by the user. (Level AA)</td><td>Supports</td></tr><tr><td><strong>3.2.4 Consistent Identification</strong>: Components that have the same functionality within a set of Web pages are identified consistently. (Level AA)</td><td>Supports</td></tr></tbody></table>

#### Guideline 3.3 Input Assistance: Help users avoid and correct mistakes.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>3.3.1 Error Identification</strong>: If an input error is automatically detected, the item that is in error is identified and the error is described to the user in text. (Level A)</td><td>Supports</td></tr><tr><td><strong>3.3.2 Labels or Instructions</strong>: Labels or instructions are provided when content requires user input. (Level A)</td><td>Supports</td></tr><tr><td><strong>3.3.3 Error Suggestion</strong>: If an input error is automatically detected and suggestions for correction are known, then the suggestions are provided to the user, unless it would jeopardize the security or purpose of the content. (Level AA)</td><td>Supports</td></tr><tr><td><p><strong>3.3.4 Error Prevention (Legal, Financial, Data)</strong>: For Web pages that cause legal commitments or financial transactions for the user to occur, that modify or delete user-controllable data in data storage systems, or that submit user test responses, at least one of the following is true: (Level AA)</p><ul><li>Reversible: Submissions are reversible.</li><li>Checked: Data entered by the user is checked for input errors and the user is provided an opportunity to correct them.</li><li>Confirmed: A mechanism is available for reviewing, confirming, and correcting information before finalizing the submission.</li></ul></td><td>Supports</td></tr></tbody></table>

#### Guideline 4.1 Compatible: Maximize compatibility with current and future user agents, including assistive technologies.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>4.1.1 Parsing</strong>: In content implemented using markup languages, elements have complete start and end tags, elements are nested according to their specifications, elements do not contain duplicate attributes, and any IDs are unique, except where the specifications allow these features. (Level A)</p><p><br><em>Note: Start and end tags that are missing a critical character in their formation, such as a closing angle bracket or a mismatched attribute value quotation mark are not complete.</em></p></td><td>Supports</td></tr><tr><td><p><strong>4.1.2 Name, Role, Value</strong>: For all user interface components (including but not limited to: form elements, links and components generated by scripts), the name and role can be programmatically determined; states, properties, and values that can be set by the user can be programmatically set; and notification of changes to these items is available to user agents, including assistive technologies. (Level A)<br></p><p><em>Note: This success criterion is primarily for Web authors who develop or script their own user interface components. For example, standard HTML controls already meet this success criterion when used according to specification.</em></p></td><td>Supports</td></tr></tbody></table>


# WCAG 2.0 AA evaluation for EPUB for Engage

## WCAG 2.0 Level AA Assessment <a href="#wcag2.0aaevaluationforepubforengage-wcag2.0levelaaassessment" id="wcag2.0aaevaluationforepubforengage-wcag2.0levelaaassessment"></a>

### Unizin EPUB for Engage - September 7, 2018 <a href="#wcag2.0aaevaluationforepubforengage-unizinepubforengageseptember7-2018" id="wcag2.0aaevaluationforepubforengage-unizinepubforengageseptember7-2018"></a>

[![NCAM logo](http://ncamftp.wgbh.org/sp/images/ncam_logo.jpg)](http://ncam.wgbh.org)This document evaluates the conformance of Unizin's Engage EPUB reader, called "EPUB for Engage", with the World Wide Web Consortium's [Web Content Accessibility Guidelines 2.0 Level AA](http://www.w3.org/wai/wcag20/quickref/) requirements. This report was created by the [Carl and Ruth Shapiro Family National Center for Accessible Media at WGBH](http://ncam.wgbh.org), September, 2018.

Special Note: This assessment applies to Unizin EPUB For Engage document tool functions only; it does not apply to the accessibility of the textbook material itself. Students will use Unizin EPUB for Engage alongside course content with their preferred assistive technology; course content has first been republished in an accessible manner by publishers, government-funded conversion programs, sharing networks, or disabled student-services organizations.

#### Guideline 1.1, Text Alternatives: Provide text alternatives for any non-text content so that it can be changed into other forms people need, such as large print, braille, speech, symbols or simpler language. <a href="#wcag2.0aaevaluationforepubforengage-guideline1.1-textalternatives-providetextalternativesforanynon-t" id="wcag2.0aaevaluationforepubforengage-guideline1.1-textalternatives-providetextalternativesforanynon-t"></a>

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>1.1.1 Non-text Content:</strong> All non-text content that is presented to the user has a text alternative that serves the equivalent purpose, except for the situations listed below. (Level A)</p><ul><li><strong>Controls, Input</strong>: If non-text content is a control or accepts user input, then it has a name that describes its purpose. (Refer to Guideline 4.1 for additional requirements for controls and content that accepts user input.)</li><li><strong>Time-Based Media</strong>: If non-text content is time-based media, then text alternatives at least provide descriptive identification of the non-text content. (Refer to Guideline 1.2 for additional requirements for media.)</li><li><strong>Test</strong>: If non-text content is a test or exercise that would be invalid if presented in text, then text alternatives at least provide descriptive identification of the non-text content.</li><li><strong>Sensory</strong>: If non-text content is primarily intended to create a specific sensory experience, then text alternatives at least provide descriptive identification of the non-text content.</li><li><strong>CAPTCHA</strong>: If the purpose of non-text content is to confirm that content is being accessed by a person rather than a computer, then text alternatives that identify and describe the purpose of the non-text content are provided, and alternative forms of CAPTCHA using output modes for different types of sensory perception are provided to accommodate different disabilities.</li><li><strong>Decoration, Formatting, Invisible</strong>: If non-text content is pure decoration, is used only for visual formatting, or is not presented to users, then it is implemented in a way that it can be ignored by assistive technology.</li></ul></td><td>Conforms</td></tr></tbody></table>

#### Guideline 1.2, Time-based Media: Provide alternatives for time-based media.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>1.2.1 Audio-only and Video-only (Prerecorded),</strong> For prerecorded audio-only and prerecorded video-only media, the following are true, except when the audio or video is a media alternative for text and is clearly labeled as such: (Level A)</p><ul><li>Prerecorded Audio-only: An alternative for time-based media is provided that presents equivalent information for prerecorded audio-only content.</li><li>Prerecorded Video-only: Either an alternative for time-based media or an audio track is provided that presents equivalent information for prerecorded video-only content.</li></ul></td><td>N/A</td></tr><tr><td><strong>1.2.2 Captions (Prerecorded):</strong> Captions are provided for all prerecorded audio content in synchronized media, except when the media is a media alternative for text and is clearly labeled as such. (Level A)</td><td>N/A</td></tr><tr><td><strong>1.2.3 Audio Description or Media Alternative (Prerecorded):</strong> An alternative for time-based media or audio description of the prerecorded video content is provided for synchronized media, except when the media is a media alternative for text and is clearly labeled as such. (Level A)</td><td>N/A</td></tr><tr><td><strong>1.2.4 Captions (Live):</strong> Captions are provided for all live audio content in synchronized media. (Level AA)</td><td>N/A</td></tr><tr><td><strong>1.2.5 Audio Description (Prerecorded):</strong> Audio description is provided for all prerecorded video content in synchronized media. (Level AA)</td><td>N/A</td></tr></tbody></table>

#### Guideline 1.3, Adaptable: Create content that can be presented in different ways (for example simpler layout) without losing information or structure.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>1.3.1 Info and Relationships:</strong> Information, structure, and relationships conveyed through presentation can be programmatically determined or are available in text. (Level A)</td><td>Conforms</td></tr><tr><td><strong>1.3.2 Meaningful Sequence:</strong> When the sequence in which content is presented affects its meaning, a correct reading sequence can be programmatically determined. (Level A)</td><td>Conforms</td></tr><tr><td><p><strong>1.3.3 Sensory Characteristics:</strong> Instructions provided for understanding and operating content do not rely solely on sensory characteristics of components such as shape, size, visual location, orientation, or sound. (Level A)<br></p><p><em>Note: For requirements related to color, refer to Guideline 1.4.</em></p></td><td>Conforms</td></tr></tbody></table>

#### **Guideline 1.4, Distinguishable:** Make it easier for users to see and hear content including separating foreground from background.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>1.4.1 Use of Color:</strong> Color is not used as the only visual means of conveying information, indicating an action, prompting a response, or distinguishing a visual element. (Level A)<br></p><p><em>Note: This success criterion addresses color perception specifically. Other forms of perception are covered in Guideline 1.3 including programmatic access to color and other visual presentation coding.</em></p></td><td>Conforms</td></tr><tr><td><p><strong>1.4.2 Audio Control:</strong> If any audio on a Web page plays automatically for more than 3 seconds, either a mechanism is available to pause or stop the audio, or a mechanism is available to control audio volume independently from the overall system volume level. (Level A)<br></p><p><em>Note: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether or not it is used to meet other success criteria) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em></p></td><td>N/A</td></tr><tr><td><p><strong>1.4.3 Contrast (Minimum)</strong>: The visual presentation of text and images of text has a contrast ratio of at least 4.5:1, except for the following: (Level AA)</p><ul><li>Large Text: Large-scale text and images of large-scale text have a contrast ratio of at least 3:1</li><li>Incidental: Text or images of text that are part of an inactive user interface component, that are pure decoration, that are not visible to anyone, or that are part of a picture that contains significant other visual content, have no contrast requirement.</li><li>Logotypes: Text that is part of a logo or brand name has no minimum contrast requirement.</li></ul></td><td>Conforms</td></tr><tr><td><strong>1.4.4 Resize text</strong>: Except for captions and images of text, text can be resized without assistive technology up to 200 percent without loss of content or functionality. (Level AA)</td><td>Conforms</td></tr><tr><td><p><strong>1.4.5 Images of text</strong>: If the technologies being used can achieve the visual presentation, text is used to convey information rather than images of text except for the following: (Level AA)</p><ul><li>Customizable: The image of text can be visually customized to the user's requirements;</li><li>Essential: A particular presentation of text is essential to the information being conveyed.</li></ul><p><em>Note 1: Logotypes (text that is part of a logo or brand name) are considered essential.</em></p></td><td>N/A</td></tr></tbody></table>

#### Guideline 2.1, Keyboard Accessible: Make all functionality available from a keyboard.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>2.1.1 Keyboard></strong>: All functionality of the content is operable through a keyboard interface without requiring specific timings for individual keystrokes, except where the underlying function requires input that depends on the path of the user's movement and not just the endpoints. (Level A)<br></p><p><em>Note 1: This exception relates to the underlying function, not the input technique. For example, if using handwriting to enter text, the input technique (handwriting) requires path-dependent input but the underlying function (text input) does not.</em><br></p><p><em>Note 2: This does not forbid and should not discourage providing mouse input or other input methods in addition to keyboard operation.</em></p></td><td>Conforms</td></tr><tr><td><p><strong>2.1.2 No Keyboard Trap:</strong> If keyboard focus can be moved to a component of the page using a keyboard interface, then focus can be moved away from that component using only a keyboard interface, and, if it requires more than unmodified arrow or tab keys or other standard exit methods, the user is advised of the method for moving focus away. (Level A)<br></p><p><em>Note: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether it is used to meet other or not) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em></p></td><td>Conforms</td></tr></tbody></table>

#### Guideline 2.2, Enough Time: Provide users enough time to read and use content.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>2.2.1 Timing Adjustable</strong>: For each time limit that is set by the content, at least one of the following is true: (Level A)</p><ul><li>Turn off: The user is allowed to turn off the time limit before encountering it; or</li><li>Adjust: The user is allowed to adjust the time limit before encountering it over a wide range that is at least ten times the length of the default setting; or</li><li>Extend: The user is warned before time expires and given at least 20 seconds to extend the time limit with a simple action (for example, "press the space bar"), and the user is allowed to extend the time limit at least ten times; or</li><li>Real-time Exception: The time limit is a required part of a real-time event (for example, an auction), and no alternative to the time limit is possible; or</li><li>Essential Exception: The time limit is essential and extending it would invalidate the activity; or</li><li>20 Hour Exception: The time limit is longer than 20 hours.</li></ul><p><em>Note: This success criterion helps ensure that users can complete tasks without unexpected changes in content or context that are a result of a time limit. This success criterion should be considered in conjunction with Success Criterion 3.2.1, which puts limits on changes of content or context as a result of user action.</em></p></td><td>N/A</td></tr><tr><td><p><strong>2.2.2 Pause, Stop, Hide</strong>: For moving, blinking, scrolling, or auto-updating information, all of the following are true: (Level A)</p><ul><li>Moving, blinking, scrolling: For any moving, blinking or scrolling information that (1) starts automatically, (2) lasts more than five seconds, and (3) is presented in parallel with other content, there is a mechanism for the user to pause, stop, or hide it unless the movement, blinking, or scrolling is part of an activity where it is essential; and</li><li>Auto-updating: For any auto-updating information that (1) starts automatically and (2) is presented in parallel with other content, there is a mechanism for the user to pause, stop, or hide it or to control the frequency of the update unless the auto-updating is part of an activity where it is essential.</li></ul><p><em>Note 1: For requirements related to flickering or flashing content, refer to Guideline 2.3.</em><br></p><p><em>Note 2: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether it is used to meet other success criteria or not) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em><br></p><p><em>Note 3: Content that is updated periodically by software or that is streamed to the user agent is not required to preserve or present information that is generated or received between the initiation of the pause and resuming presentation, as this may not be technically possible, and in many situations could be misleading to do so.</em><br></p><p><em>Note 4: An animation that occurs as part of a preload phase or similar situation can be considered essential if interaction cannot occur during that phase for all users and if not indicating progress could confuse users or cause them to think that content was frozen or broken.</em></p></td><td>N/A</td></tr></tbody></table>

#### Guideline 2.3, Seizures: Do not design content in a way that is known to cause seizures.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>2.3.1 Three Flashes or Below Threshold</strong>: Web pages do not contain anything that flashes more than three times in any one second period, or the flash is below the general flash and red flash thresholds. (Level A)<br></p><p><em>Note: Since any content that does not meet this success criterion can interfere with a user's ability to use the whole page, all content on the Web page (whether it is used to meet other success criteria or not) must meet this success criterion. See Conformance Requirement 5: Non-Interference.</em></p></td><td>N/A</td></tr></tbody></table>

#### Guideline 2.4, Navigable: Provide ways to help users navigate, find content, and determine where they are.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>2.4.1 Bypass Blocks</strong>: A mechanism is available to bypass blocks of content that are repeated on multiple Web pages. (Level A)</td><td>Conforms</td></tr><tr><td><strong>2.4.2 Page Titled</strong>: Web pages have titles that describe topic or purpose. (Level A)</td><td>Conforms</td></tr><tr><td><strong>2.4.3 Focus Order</strong>: If a Web page can be navigated sequentially and the navigation sequences affect meaning or operation, focusable components receive focus in an order that preserves meaning and operability. (Level A)</td><td>Conforms</td></tr><tr><td><strong>2.4.4 Link Purpose (In Context)</strong>: The purpose of each link can be determined from the link text alone or from the link text together with its programmatically determined link context, except where the purpose of the link would be ambiguous to users in general. (Level A)</td><td>Conforms</td></tr><tr><td><strong>2.4.5 Multiple Ways</strong>: More than one way is available to locate a Web page within a set of Web pages except where the Web page is the result of, or a step in, a process. (Level AA)</td><td>Conforms</td></tr><tr><td><strong>2.4.6 Headings and Labels:</strong> Headings and labels describe topic or purpose. (Level AA)</td><td>N/A</td></tr><tr><td><strong>2.4.7 Focus Visible</strong>: Any keyboard operable user interface has a mode of operation where the keyboard focus indicator is visible. (Level AA)</td><td>Conforms</td></tr></tbody></table>

#### Guideline 3.1, Readable: Make text content readable and understandable.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>3.1.1 Language of Page</strong>: The default human language of each Web page can be programmatically determined. (Level A)</td><td>Conforms</td></tr><tr><td><strong>3.1.2 Language of Parts</strong>: The human language of each passage or phrase in the content can be programmatically determined except for proper names, technical terms, words of indeterminate language, and words or phrases that have become part of the vernacular of the immediately surrounding text. (Level AA)</td><td>N/A</td></tr></tbody></table>

#### Guideline 3.2, Predictable: Make Web pages appear and operate in predictable ways.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>3.2.1 On Focus</strong>: When any component receives focus, it does not initiate a change of context. (Level A)</td><td>Conforms</td></tr><tr><td><strong>3.2.2 On Input</strong>: Changing the setting of any user interface component does not automatically cause a change of context unless the user has been advised of the behavior before using the component. (Level A)</td><td>Conforms</td></tr><tr><td><strong>3.2.3 Consistent Navigation</strong>: Navigational mechanisms that are repeated on multiple Web pages within a set of Web pages occur in the same relative order each time they are repeated, unless a change is initiated by the user. (Level AA)</td><td>Conforms</td></tr><tr><td><strong>3.2.4 Consistent Identification</strong>: Components that have the same functionality within a set of Web pages are identified consistently. (Level AA)</td><td>Conforms</td></tr></tbody></table>

#### Guideline 3.3, Input Assistance: Help users avoid and correct mistakes.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><strong>3.3.1 Error Identification</strong>: If an input error is automatically detected, the item that is in error is identified and the error is described to the user in text. (Level A)</td><td>N/A</td></tr><tr><td><strong>3.3.2 Labels or Instructions</strong>: Labels or instructions are provided when content requires user input. (Level A)</td><td>Conforms</td></tr><tr><td><strong>3.3.3 Error Suggestion</strong>: If an input error is automatically detected and suggestions for correction are known, then the suggestions are provided to the user, unless it would jeopardize the security or purpose of the content. (Level AA)</td><td>Conforms</td></tr><tr><td><p><strong>3.3.4 Error Prevention (Legal, Financial, Data)</strong>: For Web pages that cause legal commitments or financial transactions for the user to occur, that modify or delete user-controllable data in data storage systems, or that submit user test responses, at least one of the following is true: (Level AA)</p><ul><li>Reversible: Submissions are reversible.</li><li>Checked: Data entered by the user is checked for input errors and the user is provided an opportunity to correct them.</li><li>Confirmed: A mechanism is available for reviewing, confirming, and correcting information before finalizing the submission.</li></ul></td><td>N/A</td></tr></tbody></table>

#### Guideline 4.1, Compatible: Maximize compatibility with current and future user agents, including assistive technologies.

<table data-full-width="true"><thead><tr><th width="800">Success Criteria</th><th>Comments</th></tr></thead><tbody><tr><td><p><strong>4.1.1 Parsing</strong>: In content implemented using markup languages, elements have complete start and end tags, elements are nested according to their specifications, elements do not contain duplicate attributes, and any IDs are unique, except where the specifications allow these features. (Level A)</p><p><br><em>Note: Start and end tags that are missing a critical character in their formation, such as a closing angle bracket or a mismatched attribute value quotation mark, are not complete.</em></p></td><td>Mostly conforms</td></tr><tr><td><p><strong>4.1.2 Name, Role, Value</strong>: For all user interface components (including but not limited to: form elements, links and components generated by scripts), the name and role can be programmatically determined; states, properties, and values that can be set by the user can be programmatically set; and notification of changes to these items is available to user agents, including assistive technologies. (Level A)</p><p><br><em>Note: This success criterion is primarily for Web authors who develop or script their own user interface components. For example, standard HTML controls already meet this success criterion when used according to specification.</em></p></td><td>Conforms</td></tr></tbody></table>


# Institution's Support Responsibilities

## **Helpdesk Support for Engage Users** <a href="#institutionssupportresponsibilities-helpdesksupportforengageusers" id="institutionssupportresponsibilities-helpdesksupportforengageusers"></a>

### Tier 1 Support <a href="#institutionssupportresponsibilities-tier1support" id="institutionssupportresponsibilities-tier1support"></a>

Unizin is committed to providing excellent support for your students and faculty. To do this, we coordinate with your institution’s Helpdesk to ensure an efficient and responsive workflow. For Engage-related issues, your institution is the first source of support. This institution-level support will complement all other IT/HelpDesk support the institution already provides faculty and student users. Some common user support requests include questions about connectivity, basic functionality, accessing digital course materials, navigation, annotating, highlighting, sharing notes, etc.

### Tier 2 Support <a href="#institutionssupportresponsibilities-tier2support" id="institutionssupportresponsibilities-tier2support"></a>

Unizin will provide support to your institution's Helpdesk for issues that need to be escalated for further assistance.

### **Other support articles:**

[Support and Training](/support-and-training)


# Caliper 1.1 sensor

## **Overview** <a href="#caliper1.1sensor-overview" id="caliper1.1sensor-overview"></a>

Unizin Engage emits a near real-time event stream that conforms with the [1EdTech Caliper 1.1 specification](https://www.imsglobal.org/sites/default/files/caliper/v1p1/caliper-spec-v1p1/caliper-spec-v1p1.html). Engage can be configured to send events to one or more endpoints capable of accepting Caliper events. At present, Unizin Engage is certified to emit Caliper 1.1 events. To configure Engage to send its events to a particular endpoint, please contact [Unizin Services](/support-and-training#user-help-and-support).

## **Supported events and behaviors** <a href="#caliper1.1sensor-supportedeventsandbehaviors" id="caliper1.1sensor-supportedeventsandbehaviors"></a>

The 1EdTech Caliper standard defines "metric profiles" of learning activities. Per the specification:

> Each \[metric profile] models a learning activity or a supporting activity that helps facilitate learning. A metric profile's *raison d'etre* is to encourage vocabulary standardization and re-use among application providers delivering complementary, albeit competing capabilities that collect learning activity data.

By supporting metric profiles, Engage supports the use of a fixed, semantically interoperable vocabulary of user behaviors that can be used by developers or researchers for analysis.

The events emitted by Engage conform with the [Reading metric profile](https://github.com/IMSGlobal/caliper-spec/blob/master/caliper-spec.md#readingProfile). In this profile, two events are supported.

<table><thead><tr><th width="155">Event</th><th>Behavior</th></tr></thead><tbody><tr><td><strong>NavigatedTo</strong></td><td><p>Triggered when the user navigates to a page in a book.</p><p><strong>Note:</strong> this event is triggered when a user <em>enters</em> a book and also when they navigate through pages within a book.</p></td></tr><tr><td><strong>Viewed</strong></td><td>Triggered when the user spends at least 10 seconds on a page.</td></tr></tbody></table>

## **Event payloads** <a href="#caliper1.1sensor-eventpayloads" id="caliper1.1sensor-eventpayloads"></a>

Unizin Engage's Caliper event payloads are marked by a few characteristics that may be useful to understand for processing purposes. The following is an example **NavigatedTo** event.

```json
{
      "@context": "http://purl.imsglobal.org/ctx/caliper/v1p1",
      "id": "urn:uuid:9a73685d-25b0-4f26-aef8-37e6e2dbc17c",
      "action": "NavigatedTo",
      "actor": {
        "id": "urn:unizin:engage:customer:prod:user:176",
        "type": "Person"
      },
      "eventTime": "2018-10-03T18:21:08.897Z",
      "federatedSession": {
        "id": "urn:session-id-localized:None",
        "type": "LtiSession",
        "user": {
          "id": "urn:unizin:engage:customer:prod:user:176",
          "type": "Person"
        }
      },
      "group": {
        "academicSession": "BIO",
        "courseNumber": "101",
        "id": "urn:unizin:engage:customer:prod:term:11:course:63:section:79",
        "subOrganizationOf": {
          "courseNumber": "BIO 101",
          "id": "urn:unizin:engage:customer:prod:term:11:course:63",
          "type": "CourseOffering"
        },
        "type": "CourseSection"
      },
      "object": {
        "dateCreated": "2018-08-23T10:48:18.002Z",
        "id": "urn:unizin:engage:customer:prod:term:11:course:63:section:79:class_material:1470:page:19",
        "isPartOf": {
          "id": "urn:unizin:engage:customer:prod:term:11:course:63:section:79:class_material:1470",
          "name": "Introduction to Biology",
          "type": "Document"
        },
        "name": "Page 19",
        "type": "Page"
      },
      "type": "NavigationEvent"
    }
```

In the above Caliper event, a few basic patterns are followed:

* **Identifiers are particular to an Engage customer**. Engage's event payloads frequently refer to identifiers. Unless explicitly marked otherwise, these identifiers are particular to Unizin Engage. For example, an `actor.id` value of `urn:unizin:engage:customer:prod:user:176` refers to an individual for "`customer`" with an Engage ID of `176`.
* **A hierarchical pattern is used for Engage URN values**. For example, "`course:1:section:2`" describes that Section of ID `2` is part of Course of ID `1`.

## **Caliper sensor behavior** <a href="#caliper1.1sensor-calipersensorbehavior" id="caliper1.1sensor-calipersensorbehavior"></a>

Unizin Engage sends all events exactly once to its configured endpoints. In most cases, Engage sends exactly one event per event envelope and events are sent as fast as possible to the endpoint. Duplicate events sent to a single endpoint are possible but unlikely.

Unizin Engage **does not** resend events based on the response it receives from the endpoints to which it posts events (even if those endpoints return error codes). If the endpoint to which Engage posts events returns an error, Engage does not try to send the event again.

Unizin Engage emits events as close to real-time as possible (i.e., in under one second). The only time that events are deliberately not sent in real-time is if the user is offline during the behavior. In such cases, Unizin Engage holds the event and sends it when the user returns online.


# Release Notes

Release notes are published for all releases with external facing changes.

* [Legacy Engage eReader Decommission](/products/content/unizin-engage/release-notes/legacy-engage-ereader-decommission)
* [Backend Modernization Update](/products/content/unizin-engage/release-notes/backend-modernization-update)
* [2.28.22 - Updated Analytics Dashboard (Beta)](/products/content/unizin-engage/release-notes/2023-09-11-engage-2.28.22-updated-analytics-dashboard-beta)
* [Accessibility Enhancements](/products/content/unizin-engage/release-notes/2019-09-17-engage-accessibility-enhancements)
* [Order Tool to Engage Content Provisioner](/products/content/unizin-engage/release-notes/2019-05-29-engage-order-tool-to-engage-content-provisioner)
* [2.26.8 - Text to Speech (TTS) in EPUB for Engage](/products/content/unizin-engage/release-notes/2019-02-22-engage-2.26.8-text-to-speech-tts-in-epub-for-engage)
* [2.26.0 - Caliper 1.1 in Engage](/products/content/unizin-engage/release-notes/2019-01-07-engage-2.26.0-caliper-1.1-in-engage)
* [2.25.0 - UI changes for ePUB experience, new touch based interactions, bug fixes](/products/content/unizin-engage/release-notes/2018-08-30-engage-2.25.0-ui-changes-for-epub-experience-new-touch-based-interactions-bug-fixes)
* [2.22.0 - Accessibility Enhancements](/products/content/unizin-engage/release-notes/2018-06-29-engage-2.22.0-accessibility-enhancements)
* [2.21.6 - Printing Issue Bug Fix](/products/content/unizin-engage/release-notes/2018-06-14-engage-2.21.6-printing-issue-bug-fix)
* [2.21.5 - Bug Fixes & Front-end Modernizations](/products/content/unizin-engage/release-notes/2018-06-08-engage-2.21.5-bug-fixes-and-front-end-modernizations)
* [2.20.8 - Hot fix](/products/content/unizin-engage/release-notes/2017-10-05-engage-2.20.8-hot-fix)
* [2.20.5 - Accessibility Update](/products/content/unizin-engage/release-notes/2017-08-02-engage-2.20.5-accessibility-update)
* [2.20.3 - Accessibility Update](/products/content/unizin-engage/release-notes/2017-05-16-engage-2.20.3-accessibility-update)
* [2.19.1 Accessibility Update](/products/content/unizin-engage/release-notes/2017-03-03-engage-2.19.1-accessibility-update)
* [2.18.0 - Maintenance Release](/products/content/unizin-engage/release-notes/2016-09-22-engage-2.18.0-maintenance-release)
* [2.17.0 - Refreshed Offline Experience](/products/content/unizin-engage/release-notes/2016-08-25-engage-2.17.0-refreshed-offline-experience)
* [2.14.0 - Opt Out Support](/products/content/unizin-engage/release-notes/2016-06-30-engage-2.14.0-opt-out-support)
* [2.12.0 - Term View UI Updates](/products/content/unizin-engage/release-notes/2016-06-02-version-2.12.0-term-view-ui-updates)
* [2.11.0 - UI Changes & Caliper](/products/content/unizin-engage/release-notes/2016-05-18-version-2.11.0-ui-changes-and-caliper)
* [2.9.0 - Various Issues](/products/content/unizin-engage/release-notes/2016-04-21-version-2.9.0-various-issues)
* [2.8.3 - Question Answering](/products/content/unizin-engage/release-notes/2016-04-11-version-2.8.3-question-answering)
* [2016-03-17 - Major Update - Back End Refactoring & Real Time Analytics](/products/content/unizin-engage/release-notes/2016-03-17-major-update-back-end-refactoring-and-real-time-analytics)
* [2016-02-11 - Minor Update - UI Corrections and New Help Resources](/products/content/unizin-engage/release-notes/2016-02-11-minor-update-ui-corrections-and-new-help-resources)
* [2016-01-28 - Minor Update - Bug fixes](/products/content/unizin-engage/release-notes/2016-01-28-minor-update-bug-fixes)


# LTI 1.3 Update

Engage

## LTI 1.3 Update

| Version      | 2.28.1     |
| ------------ | ---------- |
| Release Date | 2026-07-13 |

## Key features <a href="#id-20171005engage2.20.8hotfix-keyfeatures" id="id-20171005engage2.20.8hotfix-keyfeatures"></a>

* Unizin has released a new Engage LTI tool which is LTI 1.3 compliant.<br>

**Details**

* The new Engage LTI 1.3 tool is now available for registration by members. Instructions on how to register can be found on the [Engage LTI 1.3 Registration](/products/content/unizin-engage/engage-lti-1.3-registration) page.
* Unizin will support both its LTI 1.1 and LTI 1.3 tools concurrently until all members have switched over.

## Known Issues

None.


# Legacy Engage eReader Decommission

Engage

## Legacy Engage eReader Decommission

| Version      | 2.28.1     |
| ------------ | ---------- |
| Release Date | 2026-07-01 |

## Key features <a href="#id-20171005engage2.20.8hotfix-keyfeatures" id="id-20171005engage2.20.8hotfix-keyfeatures"></a>

* Unizin’s legacy proprietary Engage eReader has now been decommissioned.<br>

**Details**

* The legacy Engage reader, which has not had new content provisioned to it since 2022, has been decommissioned. All members now use the VitalSource eReader instead.

## Known Issues

None.


# Backend Modernization Update

Engage

## Backend Modernization Update

| Version      | 2.28.1     |
| ------------ | ---------- |
| Release Date | 2026-04-21 |

## Key features <a href="#id-20171005engage2.20.8hotfix-keyfeatures" id="id-20171005engage2.20.8hotfix-keyfeatures"></a>

* Upgraded backend code versioning
* Upgraded Launcher for improved testing and development
* Removed Search feature and “Upload Materials” button from Engage home page<br>

**Details**

* Engage’s backend code and Launcher were outdated, these have now been upgraded and modernized.
* Originally, in the Engage home page, the “Search” feature could look through a student’s notes, as well as text in a book, and the “Upload Materials” button would allow an instructor to add their own files to their bookshelf. The integration with the RedShelf eReader however removed these functionalities. We are removing both the search bar and the “Upload Materials” button from the home page to avoid any confusion.<br>

## Known Issues

None.


# 2.28.22

Engage

## Updated Analytics Dashboard (Beta)

| Version      | 2.28.22    |
| ------------ | ---------- |
| Release Date | 2023-09-11 |

## Key features <a href="#id-20230911engage2.28.22updatedanalyticsdashboard-beta-keyfeatures" id="id-20230911engage2.28.22updatedanalyticsdashboard-beta-keyfeatures"></a>

* The analytics dashboard has been re-introduced to the Engage Bookshelf for Instructors to view.
  * It can be accessed when an instructor clicks the “View Analytics” button below any content item in the Engage Bookshelf.
* The dashboard displays page reads of a book by students who are enrolled the section and provides the ability to view dates of page reads per student.
* The dashboard allows instructors the ability to export page read data into a .csv file for all students who have read pages in a section or a specific student.
* A collapsible “How To Use” collapsible has been added for convenience of use.

## Details <a href="#id-20230911engage2.28.22updatedanalyticsdashboard-beta-details" id="id-20230911engage2.28.22updatedanalyticsdashboard-beta-details"></a>

* The former instructor analytics dashboard that was removed with the integration of the RedShelf eReader has been reintroduced with slight changes.
  * “Notes, Highlights, and Annotations” data has been removed.
  * The blue lines on the dashboard are now based off the earliest and furthest page read by **any** student in the section.
    * For example, if the earliest page read by a student in the section is page 1, and the furthest page any student has read is page 450, the dashboard will showcase all page reads between pages 1 and 450.
  * Hovering over any individual page read will give you the specific page number the read is on.
* Page reads are counted when a student has spent time on a page for **10 seconds or longer**.
  * The more time that has been spent on a page, the darker the blue line will appear.
* Clicking on a student’s name will allow for a deeper dive into that student’s specific page reads.
  * This view will showcase the specific dates that certain page reads were recorded.
* The “Export” button will allow instructors to download a full section for all students who have read pages or an individual student’s page reads.
  * Five new columns have been added to the export, demonstrating the page index of a page read. These are fields that are required for the export to function, but we do not expect instructors to use this data. We’ve separated these new columns from the rest in the export.
* A “HOW TO USE” collapsible menu has been added to the top of the dashboard, describing the features of the dashboard and how to read the data displayed.
* **NOTE:** The dashboard will only show page reads from the time of the tool's release. Unizin is unable to backfill the analytics dashboard data.

{% hint style="info" %}
**Please note:**

While the updated analytics dashboard may look the same as the former, the events from RedShelf's ereader are shaped differently than events from the Engage ereader. The work we’ve done to accommodate this data opens the door to future improvements. Our Product team welcomes any feedback in regards to what may need to improve to make the dashboard more useful. Unizin also welcomes recommendations for contacts of power users that our Product team could schedule time with to review more extensive UX interviews.
{% endhint %}

## Known Issues

None.


# 2019-09-17

Engage

## Accessibility Enhancements

| Version      | 2.0.138          |
| ------------ | ---------------- |
| Release Date | October 12, 2023 |

## Key features <a href="#id-20190917engageaccessibilityenhancements-keyfeatures" id="id-20190917engageaccessibilityenhancements-keyfeatures"></a>

Delivers a number of enhancements for users using adaptive technologies based on a set of findings by Miami University of Ohio.

## Details <a href="#id-20190917engageaccessibilityenhancements-details" id="id-20190917engageaccessibilityenhancements-details"></a>

**Connection menu – live region issue.** The connection menu's label is now properly announced.\
\
**User menu**. The aria-label for the user menu was not on an element that receives focus. This is now fixed.\
\
**Search button receives keyboard focus when hidden**. The “search” region expands to an edit field and magnifying glass button when expanded. If nothing is entered into the field, the next keyboard tab key press takes you to the magnifying glass, but the region reverts to the “search” text laid over it. Fix: the magnifying class is now hidden from AT users.\
\
**User menu navigation issue.** When tabbing through the user menu to an element, the arrow keys stopped working and the user could not get to the help page. This is now fixed.\
\
**Missing labels for page number in the search fields.** They now have an aria-label element.\
\
**Color contrast issue on pagination controls.** The pagination controls were grey on white, causing a color contrast issue. The contrast now passes 1.4.11.\
\
**Tablist for chapters/bookmarks has bad tab markup**. In the reader, bookmarks and chapters can be accessed via one of two tabs. We've now removed the tab/tablist markup on the UL (unordered list) to define the two tables.\
\
**Print button cannot receive focus**. The button is now part of the tab order and can be focused.\
\
**Legend not recognized**. In the All notes view, students can filter students' shared notes by student. The students are listed in a fieldset and, while there is a legend, ATs do not pick it up. ATs will now pick up the legend.\
\
**Color contrast issue for page labels**. We fixed a color contrast issue in the page label display in the All notes view.\
\
\&#xNAN;**"All pages" combo box lacks a label**. It now has an aria-labeled by attribute and proper label.\
\
**Color buttons do not indicate state.** In the dialog box to add a note, users may select a color for the note. The colors (buttons) do not indicate their state (pressed/unpressed). This is now fixed – they communicate their state (and are no longer buttons).\
\
**Color contrast issue on Book chapter references**. Chapter labels presented in the All notes view failed the minimum color contrast required by WCAG 1.4.3. This is now fixed.\
\
\&#xNAN;**"Tags" field lacking aria-described by.** The "tags" filter in the All notes view was presenting too much aural information. We've now added an aria-described by attribute to reference extra information about how to use the filter.\
\
\&#xNAN;**"None" button lacks label.** In the filtering panel of the All notes view, users can select which students' shared notes they see. The "None" filter lacks a meaningful label. It now has one.\
\
**Search field lacks labels**. Added labels and other attributes to make use of radio buttons in the search experience clearer.\
\
**UL (unordered list) element**. Added 'role="tabllist"' to UL (unordered list).\
\
**Progress indicator is not provided**. When navigating a text, Engage will display a visual loading screen. There is no corresponding progress indicator for AT users. Now there is (using aria-busy).\
\
**Edit note dialog**. When the user chooses to edit a note, the focus is now properly set on the note.\
\
**External searches.** Fixed the aural text to be clearer, more precise.

## Known Issues <a href="#id-20190917engageaccessibilityenhancements-knownissues" id="id-20190917engageaccessibilityenhancements-knownissues"></a>

None.


# 2019-05-29

Engage

## Order Tool to Engage Content Provisioner

| Version      | 2.0.138    |
| ------------ | ---------- |
| Release Date | 2019-05-29 |

## Key features <a href="#id-20190529engageordertooltoengagecontentprovisioner-keyfeatures" id="id-20190529engageordertooltoengagecontentprovisioner-keyfeatures"></a>

Unizin now supports an Order Tool to Engage Content Provisioner. This Provisioner will take any contents that are (1) ordered from Order Tool ***and*** (2) ready-for-delivery and it will automatically provision them as course materials to Engage, under their respective sections and courses.

## Details <a href="#id-20190529engageordertooltoengagecontentprovisioner-details" id="id-20190529engageordertooltoengagecontentprovisioner-details"></a>

The Provisioner will:

* Run every 24 hours; up to your institution's bill-after-date. Note: bill-after-dates may vary by course/session.

## Known Issues <a href="#id-20190529engageordertooltoengagecontentprovisioner-knownissues" id="id-20190529engageordertooltoengagecontentprovisioner-knownissues"></a>

The first release of the Provisioner will not provision EPUB course materials. However, EPUBs will continue to be provisioned and delivered in a timely way. The ability to support this functionality is currently on the product roadmap.

## Known Issues

None.


# 2.26.8

Engage

## Text to Speech (TTS) in EPUB for Engage

| Version      | 2.26.8     |
| ------------ | ---------- |
| Release Date | 2019-02-22 |

## Key features <a href="#id-20190222engage2.26.8texttospeech-tts-inepubforengage-keyfeatures" id="id-20190222engage2.26.8texttospeech-tts-inepubforengage-keyfeatures"></a>

This release introduces a new feature to the EPUB for Engage reader called Text To Speech or (TTS) for short.

\
In this release, the EPUB for Engage reader will provide a native text-to-speech experience for all users. The experience intends to achieve the following outcomes:

* Provide students who require accommodations a more equitable, productive, and enjoyable content experience in the EPUB reader
* Enable EPUB to serve as accessible content and reduce the burden on DSS offices to create alt-format content
* Create greater demand for EPUB content

## Details <a href="#id-20190222engage2.26.8texttospeech-tts-inepubforengage-details" id="id-20190222engage2.26.8texttospeech-tts-inepubforengage-details"></a>

Engage's Text To Speech (TTS) feature includes new features & functionality. All of these features can be accessed using a set of TTS-specific hotkeys through the keyboard:

* Text-to-speech reading
* *Element* highlight: used to dictate selection(word, sentence, paragraph) of text to be read
* *Speaking* highlight: used to highlight the text (word) as it is being read
* Page navigation
* Pause/resume reading
* TTS preferences toolbar, which allows the following:
  * Customize element & speaking highlight colors
  * Enable/disable continuous reading mode
  * Customize reading speed
  * TTS Shortcuts description

## Known Issues

None.


# 2.26.0

Engage

## Caliper 1.1 in Engage

| Version      | 2.26.0     |
| ------------ | ---------- |
| Release Date | 2019-01-07 |

## Key features <a href="#id-20190107engage2.26.0caliper1.1inengage-keyfeatures" id="id-20190107engage2.26.0caliper1.1inengage-keyfeatures"></a>

This release introduces support for Caliper 1.1 in Engage (the latest version of Caliper).\
\
Engage will now emit Caliper 1.1 events and integrate with any number of event stream endpoints, including the Unizin Data Platform. If your institution has already implemented the Unizin Data Platform, Unizin has already configured your Engage integration with your "dev" environment.\
\
For developers, [documentation of our support for Caliper](/products/content/unizin-engage/caliper-1.1-sensor) (behaviors, payloads, etc.) is also available.

## Details <a href="#id-20190107engage2.26.0caliper1.1inengage-details" id="id-20190107engage2.26.0caliper1.1inengage-details"></a>

There are several aspects to this release but not all of them are technical.

* Engage's Caliper event streams now support version 1.1 of the Caliper specification (see [our documentation](/products/content/unizin-engage/caliper-1.1-sensor) for details). This is an upgrade over the current 1.0 support.
* Engage's Caliper support is [certified compliant to Caliper 1.1 by IMS Global.](https://www.imsglobal.org/compliance/unizin-engage)
* Engage event streams may be integrated with multiple endpoints. If you have not implemented the Unizin Data Platform but have an alternative system to which you want Engage events posted, the Unizin Services team can enable the configuration.

## Known Issues

None.


# 2.25.0

Engage

## UI changes for ePUB experience, new touch based interactions, bug fixes

| Version      | 2.25.0     |
| ------------ | ---------- |
| Release Date | 2018-08-30 |

## Key features <a href="#id-20180830engage2.25.0uichangesforepubexperience-newtouchbasedinteractions-bugfixes-keyfeatures" id="id-20180830engage2.25.0uichangesforepubexperience-newtouchbasedinteractions-bugfixes-keyfeatures"></a>

This release introduces UI changes that make the EPUB experience more user friendly, new touch based interactions for mobile and tablet devices, and a few defect fixes.

## Details <a href="#id-20180830engage2.25.0uichangesforepubexperience-newtouchbasedinteractions-bugfixes-details" id="id-20180830engage2.25.0uichangesforepubexperience-newtouchbasedinteractions-bugfixes-details"></a>

### EPUB experience

* Fixes an issue where 100px of dead space are padded below the EPUB reader in the Engage window.
* UI changes direct users attempting to upload an EPUB to work through Unizin Services to deliver that content in Engage to their students.

### Touch-based interactions

* New touch based interactions. We have redesigned Engage's touch interactions for mobile and tablet devices. Engage now uses more modern libraries and has improved performance.

### Miscellaneous fixes

* Notifications can now be dismissed by the user (rather than just waiting for them to disappear).
* Fixes issue in All notes view where question counts may be inaccurate
* IE 11 user interface fixes: user menu, upload experience

## Known Issues

None.


# 2.23.0

Engage

## Engage can now launch LTI tools as course materials

| Version      | 2.23.0     |
| ------------ | ---------- |
| Release Date | 2018-08-10 |

## Key features <a href="#id-20180810engage2.23.0engagecannowlaunchltitoolsascoursematerials-keyfeatures" id="id-20180810engage2.23.0engagecannowlaunchltitoolsascoursematerials-keyfeatures"></a>

Unizin Engage can now launch [LTI tools](https://www.imsglobal.org/activity/learning-tools-interoperability) as course materials.\
\
This feature enables a variety of content experiences delivered through tools to be integrated into a unified experience without access codes. Tools can include Pressbooks books, publisher courseware, and partner applications (e.g., TopHat Textbook) that support LTI.

## Details <a href="#id-20180810engage2.23.0engagecannowlaunchltitoolsascoursematerials-details" id="id-20180810engage2.23.0engagecannowlaunchltitoolsascoursematerials-details"></a>

* LTI tools can now be provisioned as course materials. LTI tool provisioning is currently managed through Unizin Services. For more information about how to integrate LTI tools, please contact Services via email at <support@unizin.org>.

## Known Issues

None.


# 2.22.0

Engage

## Accessibility Enhancements

| Version      | 2.22.0     |
| ------------ | ---------- |
| Release Date | 2018-06-29 |

## Key features <a href="#id-20180629engage2.22.0accessibilityenhancements-keyfeatures" id="id-20180629engage2.22.0accessibilityenhancements-keyfeatures"></a>

This release introduces a range of accessibility enhancements based on feedback provided by the BTAA ITAG Engage subgroup, and primarily by Ohio State University.

## Details <a href="#id-20180629engage2.22.0accessibilityenhancements-details" id="id-20180629engage2.22.0accessibilityenhancements-details"></a>

### **App-wide changes**

* Engage now aurally indicates when its loading is complete.
* Engage now speaks "user menu" when user focuses the user menu.
* Fixed a bug where users could not select items in the user menu with the Enter or Space keys.

### **Terms view**

* In the Terms view, a Collection menu now operates properly as a menu. This means users can enter/exit the menu. When entered, the focus is set on the first menu item. The user may navigate with up/down arrows in the menu. Focus remains locked within the menu when using up/down arrows. Hitting the escape key exits the menu.
* When a user opens a book from the Term view, Engage will now announce that the book is open and focus is properly set.

### **Engage native reader**

* In the Engage native reader, tab ordering through the ToC is improved so that the user need not travel through the bookmarks tab to get to ToC items.
* In the Engage native reader, all controls that change the user's page now announce a change in page.
* Engage will now announce when the user lands in a page in the native reader from a link. This will apply to the following situations: (1) User navigates from a ToC item, (2) User navigates via page select control in native Reader, (3) User navigates with page left/right buttons in native Reader, (4) User selects a search results link (to a page).

### **All notes view**

* Form validation is now properly exposed to screen readers in the "Add note" workflow of the All notes view.
* The Engage native reader now includes a skip link to the All notes view for the course material.
* Engage will generate aural text to announce the effect of a user submitting or cancelling a form. This will apply to the following actions: Uploading materials, Adding external links, Copying materials from section to section, Adding a collection, Printing, Adding a note (All notes view), Editing a note (All notes view).
* When the user enters the All notes view, the number of notes presented is announced and focus is set on the first form control element (in the filtering panel).
* Whether the user enters the All notes view from the Terms view or the Reader, the user focus will now be set to the first form control element (in the filtering panel).
* When the user changes a filter control in the All notes view, aural text is generated to announce what filter was enabled or disabled and the resulting number of notes.
* When a user creates or edits a note in the All notes view, aural text is generated to assert that the action failed or was successful, depending on the outcome.

## Known Issues

None.


# 2.21.6

Engage

## Printing Issue Bug Fix

| Version      | 2.21.6     |
| ------------ | ---------- |
| Release Date | 2018-06-14 |

## Key features <a href="#id-20180614engage2.21.6printingissuebugfix-keyfeatures" id="id-20180614engage2.21.6printingissuebugfix-keyfeatures"></a>

This release fixes a printing issue reported by some users.

## Details <a href="#id-20180614engage2.21.6printingissuebugfix-details" id="id-20180614engage2.21.6printingissuebugfix-details"></a>

* Yesterday (6/13/2018), some users reported errors when trying to print pages from Engage. The error was encountered when users tried to print pages that were cached by the browser. We fixed this issue in this release.

## Known Issues

None.


# 2.21.5

Engage

## Bug Fixes & Front-end Modernizations

| Version      | 2.21.5       |
| ------------ | ------------ |
| Release Date | June 8, 2017 |

## Key features <a href="#id-20180608engage2.21.5bugfixes-and-frontendmodernizations-keyfeatures" id="id-20180608engage2.21.5bugfixes-and-frontendmodernizations-keyfeatures"></a>

Version 2.21 of Engage introduces many bug fixes and major front-end modernizations.

## Details <a href="#id-20180608engage2.21.5bugfixes-and-frontendmodernizations-details" id="id-20180608engage2.21.5bugfixes-and-frontendmodernizations-details"></a>

* Upgraded Engage to use ReactJS v16.3.
* Closing the All notes view when you opened it from the Term view now takes you back to the Term view (and proper term).
* In the All notes view, the "zero results messaging" changes as a function of which filters are applied (e.g., if questions filters are applied but no questions are available, the message is "No questions available").
* Engage now gracefully handles user clicks to uploaded course materials whose rendering is not yet complete.
* Engage now presents all bookmarks at once (not 20 at a time).
* Across Engage, the presentation of sections, Collections (folders) and course materials are now consistently sorted alphabetically (whether in lists, as in the Copy materials experience, or in visual UI components, as in the Terms view).
* Zoom preferences are now stored per-title and per-browser.
* Fixed bug that would prevent creating a Collection (Folder).
* When offline, users are notified that creating highlights and notes will not work until reconnected.
* When Collections are deleted, the course materials in that collection are presented in the main section view.
* Fixed a messaging bug in sections without course materials: the "No materials available" message now properly disappears after a course material is added.
* Fixed bad links to the privacy policy and EULA.

## Known Issues

None.


# 2.20.8

Engage

## Engage Hot fix

| Version      | 2.20.8          |
| ------------ | --------------- |
| Release Date | October 2, 2017 |

## Key features <a href="#id-20171005engage2.20.8hotfix-keyfeatures" id="id-20171005engage2.20.8hotfix-keyfeatures"></a>

* Fixes an analytics page labeling issue
* Fixes a navigation issue when chapters are only 1 page long

## Details <a href="#id-20171005engage2.20.8hotfix-details" id="id-20171005engage2.20.8hotfix-details"></a>

Page labels will now properly appear in the Analytics modal.

## Known Issues

None.


# 2.20.5

Engage

## Accessibility Update

| Version      | 2.20.5     |
| ------------ | ---------- |
| Release Date | 2017-08-02 |

## Key features <a href="#id-20170802engage2.20.5accessibilityupdate-keyfeatures" id="id-20170802engage2.20.5accessibilityupdate-keyfeatures"></a>

This minor release introduces a set of accessibility enhancements proposed by Ohio State University. We thank the OCIO Accessibility Analysts and Digital Accessibility Center at Ohio State for their recommendations and dialog. Also, this release introduces a few bug fixes.

## Details <a href="#id-20170802engage2.20.5accessibilityupdate-details" id="id-20170802engage2.20.5accessibilityupdate-details"></a>

* The "Home" button is no longer labeled “Term” but “Home,” for users of adaptive technologies (AT).
* In the "Home" view, adds H3 headings for Section collections.
* Users can now open, navigate, and escape from the analytics modal with keyboard interactions.
* When the user changes a page in the Engage Reader, the focus is maintained on the button they used to change the page.
* The “Go to” text input in the Engage reader is properly labeled as such for adaptive technology users.
* After users conduct a search, the focus is set on the first search result. If no search results are returned, the focus is set on the text input of the search form.
* Descriptive labels to the external search links on the search results page have been added for AT users.
* The title attribute is removed from the previous and next buttons in the reader.
* Fixes a bug in which notes in the Reader jumped or stretch given the right combination of user actions.

## Known Issues

None.


# 2.20.3

Engage

## Accessibility Update

| Version      | 2.20.3     |
| ------------ | ---------- |
| Release Date | 2017-05-16 |

## Key features <a href="#id-20170516engage2.20.3accessibilityupdate-keyfeatures" id="id-20170516engage2.20.3accessibilityupdate-keyfeatures"></a>

Minor accessibility release.

## Details <a href="#id-20170516engage2.20.3accessibilityupdate-details" id="id-20170516engage2.20.3accessibilityupdate-details"></a>

* The red, yellow, and green colors used in the Note dialog are now color contrast compliant. They also include text labels of the colors (for a11y) and updated button design.
* The Search results page has reconfigured its landmark roles to provide better interactions with assistive technologies.

## Known Issues

None.


# 2.19.1

Engage

## Accessibility Update

| Version      | 2.19.1     |
| ------------ | ---------- |
| Release Date | 2017-03-03 |

## Key Features <a href="#id-20170303engage2.19.1accessibilityupdate-keyfeatures" id="id-20170303engage2.19.1accessibilityupdate-keyfeatures"></a>

This is an accessibility release.\
Unizin partners with the [National Center for Accessible Media (NCAM)](http://ncam.wgbh.org/) to ensure that its applications meet or exceed federal requirements for accessibility. In January 2017, the federal government released the new [Section 508 rules](https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-refresh/final-rule) for accessibility compliance. Those rules essentially adopt the [WCAG 2.0](https://www.w3.org/WAI/intro/wcag.php) guidelines and its level-AA criteria for compliance. As you likely know, vendors typically write and provide institutions with [Voluntary Product Accessibility Template (VPAT)](https://en.wikipedia.org/wiki/Voluntary_Product_Accessibility_Template) testifying to their products compliance with 508 rules. Unizin chooses to have NCAM audit its products for compliance and write its product VPATs. We believe a national leader in the field of accessibility is an objective judge of our product accessibility.\
\
This release fixes a handful of small issues –many edge cases– that get us compliant with new federal statutes.\
\
The statutes go into effect on March 20, 2017 (but will only be enforced beginning January 2018).\
\
We will post our Engage VPATs from NCAM on [unizin.org](http://unizin.org) at the same time that we release this code to production.

## Details <a href="#id-20170303engage2.19.1accessibilityupdate-details" id="id-20170303engage2.19.1accessibilityupdate-details"></a>

* Color contrast. Two UI controls failed color contrast ratio requirements – the tags in the All Notes view, the delete button in the "edit note" modal. In both cases, we darkened the font face and lightened the background.
* All font sizes specified in pixels have been removed. This allows end users to resize font with native browser controls.
* Heading structures. A few of our heading structure hierarchies were inconsistent. They jumped from H1 to H3. In some cases, our heading structures did not provide the best UX to screen readers. We followed NCAM's guidelines to both stay compliant (small changes) and provided a better user experience (we introduced some new headings).
* Focus ring. We're using a custom focus ring now (the border that surrounds a focused element), enable consistency and a better visual experience across browsers.
* Aural text. We improved the aural text for two controls – the course material menu buttons (in the Term view)
* Keyboard accessibility. The help button in the user menu and search submit buttons were not keyboard accessible. A few control elements also did not receive focus in the tab order – that is now fixed.
* Skip links. We've removed them from the app because new navigation controls make them obsolete.
* ARIA landmark roles. Although not necessary if you use region elements, we added ARIA landmark roles in every instance (e.g., "nav").
* Modal focus. The analytics modal was not properly returning focus to the UI menu control after being closed by the user. The solution was to pull the menu control out of the menu as a separate control below the course tile.
* Empty searches. Engage no longer submits a search query if the key term search input is blank or full of spaces.
* Tab titles. When embedded media are delivered (e.g., YouTube video), we now change the title of the browser tab to reflect the title of the content (e.g., the YouTube video title).
* HTML validation. We encountered two minor HTML validation errors that are now fixed.

## Known Issues

None.


# 2.18.0

Engage

## Maintenance Release

| Version      | 2.18.0     |
| ------------ | ---------- |
| Release Date | 2016-09-22 |

## Key Features

This release was primarily focused on resolving issues that impacted a number of users.

## Details

Changes are as follows:

#### **Instructor Uploads - Table of Contents**

Materials uploaded from Instructors will now have a table of contents displayed. This functionality was impacted in a previous release but has been corrected. This change is retroactive: any materials that were uploaded previously will now show their ToC.

#### **Instructor Uploads - Missing placeholders**

When an instructor uploads material, a placeholder is included to show that the material is being rendered for display in Engage. That placeholder was not showing due to a recent release and the issue has been corrected.

#### **Data Storage and Loading Optimization**

The method used to store data in a user's browser has been modified to significantly reduce the size of the data stored. API calls for instructors have been optimized to decrease loading time.

#### **Gravatars - Always load over HTTPS**

An issue with loading Gravatars over HTTP caused some browsers to display a broken link image. Gravatars are now loaded over HTTPS and will display properly in all browsers.

## Known Issues

None.


# 2.17.0

Engage

## Refreshed Offline Experience

| Version      | 2.17.0     |
| ------------ | ---------- |
| Release Date | 2016-08-25 |

## Key Features

### Engage Offline Mode <a href="#id-20160825engage2.17.0refreshedofflineexperience-engageofflinemode" id="id-20160825engage2.17.0refreshedofflineexperience-engageofflinemode"></a>

A new Offline experience is available with this release, which allows users to download text-based materials and read without an internet connection. Offline mode uses existing browser features to switch between online and offline mode without the need to install any applications or browser extensions. See FAQ below for browser support.

{% hint style="info" %}
Note: This will replace the *Courseload For Chrome* extension for Google's Chrome browser that previously enabled offline reading.
{% endhint %}

## Details

### Downloading Materials <a href="#id-20160825engage2.17.0refreshedofflineexperience-downloadingmaterials" id="id-20160825engage2.17.0refreshedofflineexperience-downloadingmaterials"></a>

Downloading materials for offline reading is simple. Use the content menu and toggle on the *Keep on device* option for the material(s) to be made available offline.

<figure><img src="/files/lhJOQF0oKejhie386add" alt="Material Download Button"><figcaption></figcaption></figure>

Content begins to download and an indicator displays showing download progress.

<figure><img src="/files/O6EijdFVTXM7kXS8Y87p" alt="Downloading image with download percentage"><figcaption></figcaption></figure>

Materials fully downloaded and available for offline reading will show with a green checkmark next to the content menu.

<img src="/files/SRvqKFBTQjYzn0l4iM8S" alt="Green check mark for fully downloaded" data-size="original">

Unizin recommends creating a bookmark or favorite to the Unizin Engage application for easy access when offline.

No additional steps are required to allow offline reading.

### Connection Status <a href="#id-20160825engage2.17.0refreshedofflineexperience-connectionstatus" id="id-20160825engage2.17.0refreshedofflineexperience-connectionstatus"></a>

A new connection status indicator is available to the left of the search on the menu bar. Engage verifies your connection status any time an action is performed and updates the indicator as appropriate.

Online: ![Icon for being online](/files/sQXr3U4i9v6cvUQ7hWGo)

Offline: ![Icon for being offline](/files/miM7QraRpKtZ4oIS8S1y)

### Reconnecting and Syncing Notes & Highlights <a href="#id-20160825engage2.17.0refreshedofflineexperience-reconnectingandsyncingnotes-and-highlights" id="id-20160825engage2.17.0refreshedofflineexperience-reconnectingandsyncingnotes-and-highlights"></a>

If your connection is restored while working offline, click the connection status indicator to open a menu and click the *I'm connected again* button.

<figure><img src="/files/bDDizeeQEHq9T2piOEu1" alt="Icon for reconnecting"><figcaption></figcaption></figure>

To update your local storage of your markups (notes & highlights) and markups available to you by others, click the connection status indicator while online and click the *Sync data* button.

<figure><img src="/files/XiOW0XAFSWEfxdsgVUUI" alt="Icon for successfully reconnecting"><figcaption></figcaption></figure>

### FAQ <a href="#id-20160825engage2.17.0refreshedofflineexperience-faq" id="id-20160825engage2.17.0refreshedofflineexperience-faq"></a>

**Q: Will Engage Offline work on all browsers?**\
A: The new Offline experience uses the Service Workers browser technology which is currently supported by Chrome and Firefox. At present, IE, Edge, and Safari do not support Service Workers. As they implement these features, those browsers will be able to function offline as well.

**Q: How will I access Engage while Offline, without access to the LMS?**\
A: Users should bookmark Engage for later access while offline so that they do not require a browser window to be left open. Users can stay offline for up to 2 weeks, at which point their session will expire and they will need to re-launch Engage to authenticate.

**Q: Will all content be available offline?**\
A: All text-based content including proprietary textbooks and instructor-uploaded content will be available. Links and their associated content, including embedded videos, will not be available offline.

**Q: Will highlights and notes function offline?**\
A: All markups that are available to the user will be downloaded for offline review. When online, those markups can be synced periodically at the user’s discretion. In this initial version, markups cannot be created or modified while offline; markups will be in a read-only state. Future releases will expand this functionality.

**Q: How does this impact analytics?**\
A: Page read data is cached while the user is offline and is transmitted back when Engage changes to online mode. Instructors may see infrequent, large changes in a user’s reading data if they are tend to read content primarily offline.

**Q: What happens to the Courseload For Chrome extension?**\
A: This extension is sunset as of 8/25/2016.

## Known Issues

None.


# 2.14.0

Engage

## Opt Out Support

| Version      | 2.14.0     |
| ------------ | ---------- |
| Release Date | 2016-06-30 |

## Key Features

### User-Facing Changes <a href="#id-20160630engage2.14.0optoutsupport-user-facingchanges" id="id-20160630engage2.14.0optoutsupport-user-facingchanges"></a>

This release contains one user-facing change: The disabling of content in a section which has been opted out of. Any user that has opted out of all content for a section will still be shown the proprietary eText content along with any content that their instructor has uploaded, but the content will be disabled and cannot be accessed. A message indicating opt-out will be displayed, see below example. This functionality was added to support the 2015 amendments to the Higher Education Act.

<figure><img src="/files/br66jd1d2Ff05z8uJbSW" alt="Engage homepage showing content which has been opted out of"><figcaption></figcaption></figure>

### Offline Support <a href="#id-20160630engage2.14.0optoutsupport-offlinesupport" id="id-20160630engage2.14.0optoutsupport-offlinesupport"></a>

This release primarily contains changes to support a new method of offline access. See previous release notes from [2016-06-02](/products/content/unizin-engage/release-notes/2016-06-02-version-2.12.0-term-view-ui-updates) for details on the current series of releases. These changes are not visible in the User Interface at this time.

## Known Issues

None.


# 2.12.0

Engage

## Term View UI Updates

| Version      | 2.12.0     |
| ------------ | ---------- |
| Release Date | 2016-06-02 |

## Release Series Overview <a href="#id-20160602version2.12.0termviewuiupdates-releaseseriesoverview" id="id-20160602version2.12.0termviewuiupdates-releaseseriesoverview"></a>

A series of updates to Engage are planned for 2016 with the following goals in mind:

* Responsive Design - The experience is being optimized for all devices (laptops, tablets, and phones). Engage is now responsive to all form factors.
* Content Experience - The changes optimize the content experience, with more screen space dedicated to content. Clicks are being reduced to access common functions.
* Offline - A new method of offline access that removes the need for a Chrome Extension is on the way, utilizing new browser standards.
* Additional Content Types - In addition to pdf-based texts, uploaded documents, and links, additional content types will soon be available. Support for ePub and video content is currently underway.

Several of these goals have progress in recent releases, but the [5/18 release](/products/content/unizin-engage/release-notes/2016-05-18-version-2.11.0-ui-changes-and-caliper) was the first with major noticeable changes. The release for 6/2 will have another set of major UI changes for the term view.

## Key Features

This release primarily focuses on a clean and responsive Term View user interface. At a glance, many of the differences are apparent in the below before & after screenshots.

Before Release:

<figure><img src="/files/fHtSIo1ghq6STBTuhI7f" alt="Engage homepage before release"><figcaption></figcaption></figure>

After Release:

<figure><img src="/files/ap18EzXQZVUjj5s7XwZ1" alt="Engage homepage after release"><figcaption></figcaption></figure>

## Details

Key changes include:

* Improved usage of space by moving section details (subject, course number, instructor, etc) above the materials.
* Increased visibility of cover images by moving titles below the material and removing badge overlays.
* Responsive design for all form factors.
* Updated fonts and styles for improved readability.

### Where Do I Find... <a href="#id-20160602version2.12.0termviewuiupdates-wheredoifind" id="id-20160602version2.12.0termviewuiupdates-wheredoifind"></a>

Below are quick tips on where you can find the new placement of existing features.

#### Viewing Analytics <a href="#id-20160602version2.12.0termviewuiupdates-viewinganalytics" id="id-20160602version2.12.0termviewuiupdates-viewinganalytics"></a>

1. Click the Collection Menu button. <img src="/files/Aawnr79RCkncleapRuZQ" alt="Collection menu icon" data-size="line">
2. Choose Analytics from the menu.
3. The analytics overlay appears.

#### Uploading Materials <a href="#id-20160602version2.12.0termviewuiupdates-uploadingmaterials" id="id-20160602version2.12.0termviewuiupdates-uploadingmaterials"></a>

1. Click the Settings icon in the top-right. <img src="/files/YIpAY3HW9c9Su9JVWDPN" alt="Setting icon" data-size="line">
2. Choose Upload Material.
3. Complete the upload steps as necessary.

#### Adding Links <a href="#id-20160602version2.12.0termviewuiupdates-addinglinks" id="id-20160602version2.12.0termviewuiupdates-addinglinks"></a>

1. Click the Settings icon in the top-right. <img src="/files/YIpAY3HW9c9Su9JVWDPN" alt="Settings icon" data-size="line">
2. Choose Add External Link.
3. Complete the steps as necessary.

#### Copying Materials <a href="#id-20160602version2.12.0termviewuiupdates-copyingmaterials" id="id-20160602version2.12.0termviewuiupdates-copyingmaterials"></a>

1. Click the Settings icon in the top-right. <img src="/files/YIpAY3HW9c9Su9JVWDPN" alt="Settings icon" data-size="line">
2. Choose Copy Materials.
3. Complete the copy steps as necessary.

#### Adding a Collection <a href="#id-20160602version2.12.0termviewuiupdates-addingacollection" id="id-20160602version2.12.0termviewuiupdates-addingacollection"></a>

1. Click the Settings icon in the top-right. ![Settings icon](/files/YIpAY3HW9c9Su9JVWDPN)
2. Choose Add a Collection.
3. Complete the steps as necessary.

#### Deleting a Collection <a href="#id-20160602version2.12.0termviewuiupdates-deletingacollection" id="id-20160602version2.12.0termviewuiupdates-deletingacollection"></a>

1. Click the Collection Menu button. <img src="/files/Aawnr79RCkncleapRuZQ" alt="Collection Menu icon" data-size="line">
2. Choose Delete from the menu.
3. No confirmation is required and the delete is immediate. Materials will be returned to the section level.

#### Editing the materials in a Collection <a href="#id-20160602version2.12.0termviewuiupdates-editingthematerialsinacollection" id="id-20160602version2.12.0termviewuiupdates-editingthematerialsinacollection"></a>

1. Click the Collection Menu button. <img src="/files/Aawnr79RCkncleapRuZQ" alt="Collection Menu icon" data-size="line">
2. Choose Edit from the menu.
3. An overlay appears allowing you to select/de-select materials.
4. Click Save

## Known Issues

None.


# 2.11.0

Engage

## UI Changes & Caliper

| Version      | 2.11.0     |
| ------------ | ---------- |
| Release Date | 2016-05-18 |

## Key Features

* Reader UI Enhancements
  * Menu Bar updated with separate Home, Table of Contents, and User buttons.
  * Menu Bar now auto-hides as you scroll down and auto-shows when scrolling up.
  * Navigation buttons move from the Menu Bar to overlays on the sides of the page.
  * The design is now fully responsive on all form factors.
* The first Caliper Event is now available in Engage. NavigatedTo events are currently being emitted.
* Search result layout has been updated and is now a responsive design.
* Additional technology changes were made to deliver an updated Offline experience in the future.

## Known Issues

None.


# 2.9.0

Engage

## Various Issues

| Version      | 2.9.0      |
| ------------ | ---------- |
| Release Date | 2016-04-21 |

## Key Features

* Standardized the loading screen in the reader.
* Corrected an issue where the upload notification remained after the upload completed.
* Continued back-end development towards an improved offline solution.

## Known Issues

None.


# 2.8.3

Engage

## Question Answering

| Version      | 2.8.3            |
| ------------ | ---------------- |
| Release Date | October 12, 2023 |

## Key Features

Corrected an issue that prevented instructors from answering questions.

## Known Issues

None.


# 2016-03-17

Engage

## Major Update - Back End Refactoring & Real Time Analytics

| Version      | 2016-03-17     |
| ------------ | -------------- |
| Release Date | March 17, 2016 |

## Key Features

This release was primarily focused on refactoring or replacing previous technology to set the stage for a new offline experience, UI improvements, and Caliper messaging.

## Details

* Analytics
  * Analytics are now pulling real time instead of being based on a 12-hour refresh.
  * Instructors should no longer receive messages saying to check back in 24 hours when first accessing analytics.
* Note Taking
  * Notes now auto-save and the Save button has been removed.
* Accessibility
  * Skip Navigation has been simplified to improve the experience for those using Assistive Technology.
* Term View
  * Cover images in the term view are now using a lower resolution, resulting in an improved loading time.
  * Unanswered Question badges (instructors only) are showing correctly again.

## Known Issues

None.


# 2016-02-11

Engage

## Minor Update - UI Corrections and New Help Resources

| Version      | 2016-02-11        |
| ------------ | ----------------- |
| Release Date | February 11, 2016 |

## Key Features

* All Help links now point to [Unizin Resource Center](/). This replaces the Zendesk portal which was previously used for tickets and knowledge base articles.
* Fixed an issue where answered questions displayed no space between the instructor name and the timestamp.
* Corrected the layout of printed notes. They were previously missing a stylesheet, resulting in poor readability.
* Fixed a display issue where the note icons were different shapes. They denoted by a circle icon throughout all of Engage now.

## Known Issues

None.


# 2016-01-28

Engage

## Minor Update - Bug fixes

| Version      | 2016-01-28       |
| ------------ | ---------------- |
| Release Date | January 28, 2016 |

## Key Features

* Resolved an issue that prevented students from asking questions. When saving a note, the question checkbox was ignored and the question was saved as a note. Instructors were therefore not able to answer questions.
  * Questions that were not stored properly will not be retroactively fixed since they are indistinguishable from standard notes.
* Resolved an issue where bookmarks were not placed into their time-based categories (today, yesterday, etc).

## Known Issues

None.


# Using Analytics (New)

Engage offers insight into who's reading and interacting with content in your courses. Use the Analytics tool to proactively monitor student activity to detect retention issues, measure content success, and guide lecture preparation. Only Instructors of record for a section may view the Analytics tool for a book.

You can export the analytics to a .CSV file to open in Microsoft Excel or another spreadsheet program.

Page reads on the dashboard are updated **hourly**.

## Accessing Analytics <a href="#usinganalytics-new-accessinganalytics" id="usinganalytics-new-accessinganalytics"></a>

Use the following steps to use the analytics tool:

1. Open the **Courses** view.
2. Find the course material for which you want to view analytics.
3. Click the white **View Analytics** button.

<figure><img src="/files/8fjrR8xHEyT0mDxY2EQm" alt="Arrow pointing to the view analytics button on Engage homepage"><figcaption></figcaption></figure>

The **Section** view initially appears with the reading statistics for all of the students in your class who have registered at least one page read.

<figure><img src="/files/r08GSJDYVWwVGbcyEVDz" alt="View of the Reading Insights dashboard"><figcaption></figcaption></figure>

4\. A Collapsible **HOW TO USE:** section is located at the top of the screen.

<figure><img src="/files/NcQQNmfTT2vetaBfXNRs" alt="Collapsible HOW TO section inside of the Reading Insights dashboard"><figcaption></figcaption></figure>

5\. (Optional) Click any student's name to open a **Student** view of the student's reading and engagement over time.

## Section View <a href="#usinganalytics-new-sectionview" id="usinganalytics-new-sectionview"></a>

The Section view provides a course-wide representation of which pages of a course material a student has read and how many times they have read it. The top and bottom of the chart (x-axis) showcases the earliest and furthest page read by *any* student in the section. Each student's row shows a blue bar that indicates which pages of the book a student has read. The more intense the blue, the longer the student remained on the page. The student must spend at least 10 seconds on a page in order for Engage to count that page as read.

You can hover your mouse pointer over the chart to see exactly which page in the material the section applies to. You can click a student's row to see a time-based **Student View** of how a student has interacted with your content over the course of the class.

<figure><img src="/files/u9pwEHpjynxLVLGt0T6j" alt="View of an individual student&#x27;s page reads"><figcaption></figcaption></figure>

## Student View <a href="#usinganalytics-new-studentview" id="usinganalytics-new-studentview"></a>

The Student View shows the number of pages of a course material that a student has read over time. Access the **Student** view by clicking a student's name in the **Section** view. This view is helpful to understand patterns of engagement with content and, more importantly, help you gain insight into student performance.

<figure><img src="/files/9k9Gd7lb6SPfulGCm5cr" alt="Student view showing detailed dates and times of a student&#x27;s page reads"><figcaption></figcaption></figure>

## Export File Sections <a href="#usinganalytics-new-exportfilesections" id="usinganalytics-new-exportfilesections"></a>

You can also export the stats as a .CSV file by clicking the **Export** button inside both views. You can export stats for the entire section with the export button in the Section view, or for one individual student with the export button in the Student view. The export file contains the columns listed below. **NOTE:** The columns with labels **"index"** are essential to the export functioning properly, but **are not expected to be used by instructors**. The numbers on these columns will *not* match up to expected page numbers.

* **student\_id** - An Engage-generated number that identifies the student.
* **name** - The name of the student as it appears in your institution's LMS.
* **date** - The date on which the reading occurred. The file contains a separate row for each student for each date.
* **first\_page\_read** - The first page the student read on that date.
* **last\_page\_read** - The last page the student read on that date.
* **lowest\_page\_read** - The lowest page number the student read on that date.
* **highest\_page\_read** - The highest page number the student read on that date.
* **all\_pages\_read\_sequence** - A complete list of the pages, in order, that the student read on that date. The format of the pages read list will include brackets, and "pages read" is measured as at least 10 seconds spent on a particular page.
* **first\_page\_read\_index** - The index of the first page the student read on that date. **NOTE: This column is not expected to be used by instructors.**
* **last\_page\_read\_index** - The index of last page the student read on that date. **NOTE: This column is not expected to be used by instructors.**
* **lowest\_page\_read\_index** - The index of the lowest page number the student read on that date. **NOTE: This column is not expected to be used by instructors.**
* **highest\_page\_read\_index** - The index of the highest page number the student read on that date. **NOTE: This column is not expected to be used by instructors.**
* **all\_pages\_read\_sequence\_index** - A complete list of the indexes of the pages, in order, that the student read on that date. The format of the pages read list will include brackets, and "pages read" is measured as at least 10 seconds spent on a particular page. **NOTE: This column is not expected to be used by instructors.**

## F.A.Q. <a href="#usinganalytics-new-f.a.q" id="usinganalytics-new-f.a.q"></a>

#### **What is the sort order of the users in the Analytics view?**

* Within the Analytics section, students are added once an initial “page read” of the textbook is created. A “page read” is tracked when a page is opened for at least 10 seconds. The student list is in descending (or reverse chronological) order. The student with the most recently created initial "page read” appears at the top of the list.

#### **What happens if I click the "View Analytics" button, but there are no page reads in my section yet?**

* If the "View Analytics" button is clicked, but there are 0 page reads among all students in the section at the time, the following message will be displayed: "*No reading data available for the date range*"

#### **What if I use the same material for multiple sections? Will the sections be combined in the analytics?**

* No, the "View Analytics" button is section specific. If you use the same material for different sections, each section will have its own separate analytics dashboard.


# Engage LTI 1.3 Registration

## Registration

{% hint style="info" %}
**IMPORTANT:** After 07/13/26, Unizin will continue to support both Engage LTI 1.1 and Engage LTI 1.3 tools until all members have switched over to 1.3.
{% endhint %}

Beginning on **07/13/26**, members may register the new Engage LTI 1.3 tool. Steps to register are listed below. Steps 1-6 may be completed at any time beforehand.<br>

**Note**: This install must be performed by a Canvas Administrator

1. Follow [instructions from instructure](https://community.instructure.com/en/kb/articles/661475-how-do-i-configure-an-lti-key-for-an-account) until `Enter LTI Settings` .
2. Enter LTI Settings.
   1. Enter "Unizin Engage" or other name for Key Name. The Key Name should coincide with what you plan to name the LTI Tool App in Canvas
   2. Enter the email of the person who owns the external tool for Owner Email.
   3. Enter `https://endpoint.courseloadtools.com/launch/{member_name}/callback/` for Redirect URI.
      1. *Note: replace member\_name with your member's shortcode* (`iu` `wisc` `uiowa` `unl` `umich` ).
   4. Enter what you’d like for notes on this tool.
3. Enter Manual Entry Details.
   1. Enter "Unizin Engage" or other name for Title.
   2. Enter what you’d like for Description on this tool.
   3. Enter `https://endpoint.courseloadtools.com/launch/{member_name}/callback/` for Target Link URI.
      1. *Note: replace member\_name with your member's shortcode* (`iu` `wisc` `uiowa` `unl` `umich` ).
   4. Enter `https://endpoint.courseloadtools.com/launch/{member_name}/lti/` for OpenID Connect Initiation Url.
      1. *Note: replace member\_name with your member's shortcode* (`iu` `wisc` `uiowa` `unl` `umich` ).
   5. Select "Public JWK URL" for JWK Method.
   6. Enter [`https://sso.canvaslms.com/api/lti/security/jwks`](https://sso.canvaslms.com/api/lti/security/jwks) for Public JWK URL.
4. Under Additional Settings.

   1. Copy and paste the below into Custom Fields.
   2. *Note: replace member\_name with your member's shortcode* (`iu` `wisc` `uiowa` `unl` `umich` ).

   ```jsx
   roles=$Canvas.membership.roles
   tenant={member_name}
   user_id=$User.username
   ext_roles=$Canvas.xuser.allRoles
   context_id=$Context.id
   context_label=$CourseOffering.sourcedId
   context_title=$Context.title
   canvas_user_id=$Canvas.user.id
   canvas_course_id=$Canvas.course.id
   canvas_api_domain=$Canvas.api.domain
   canvas_enrollment_state=$Canvas.enrollment.enrollmentState
   canvas_workflow_state=$Canvas.course.workflowState
   lis_person_name_full=$Person.name.full
   lis_person_sourcedid=$Person.sourcedId
   lis_person_name_given=$Person.name.given
   lis_person_name_family=$Person.name.family
   lis_person_contact_email_primary=$Person.email.primary
   ```
5. Add "Course Navigation" to Placements.
6. Save key.

{% hint style="info" %}
**IMPORTANT:** Under "Details" for the new key, copy the "client ID" and paste into a new file, save that file, and [send it to us securely using our Sendthisfile service](https://www.sendthisfile.com/f.jsp?id=EcAVQWw2AZGKDbl1QOYlJfCZ). This is required to complete set up of the new tool.
{% endhint %}

<figure><img src="/files/8iR38FACM8AF26y7mQKt" alt="Arrow pointing to where the client ID is located in canvas"><figcaption></figcaption></figure>

7. ***After*** 07/13/26, once complete and ready to be turned on for all courses, turn state to on so all courses have the Unizin Engage LTI App available. If steps 1-6 are completed ***before*** 07/13/26, in the developer keys page, the state can be kept off and then switched on after 07/13/26.
   1. **Note**: The App Manager in Canvas has an `Available` vs `Not Available` switch that can be utilized for pre set-up. Once the App is swapped to `Available` it will be immediately seen in all courses.

<figure><img src="/files/MnUBgjWTvbDvKjHUM2pg" alt="Red circle highlighting the available vs not available status in Canvas"><figcaption></figcaption></figure>

8. At this time you will decide if you'd like to move all courses to the new Engage 1.3 LTI tool. If it is ***after*** 07/13/26, simply remove the old Unizin Engage LTI app at the root account level in Canvas. If you are not yet ready to move all courses over to the new tool, toggle the new app back to `Not Available` once any desired testing has been completed.

{% hint style="info" %}
**Please note:** Ensure 3rd party cookies are enabled in your browser to access the Engage 1.3 LTI tool.
{% endhint %}

## Testing

In order to test the new Engage LTI 1.3 tool, Unizin recommends that members follow steps 1-6 in the above registration steps, and send the "client ID" [securely using our Sendthisfile service](https://www.sendthisfile.com/f.jsp?id=EcAVQWw2AZGKDbl1QOYlJfCZ). Once this has been completed, members can switch the app to `Available` to test, and switch it back to `Not Available` once testing has been completed.


# Unizin Order Tool

Enterprise management of all digital course materials adoption.

**Unizin Order Tool** enables Institutions to manage and scale their digital content programs. By accessing the Unizin content marketplace, Institutions offer their staff, instructors, and students highly affordable digital content.

The Unizin Order Tool complements the use of [Unizin Engage](/products/content/unizin-engage).

### **For users** <a href="#unizinordertool-forusers" id="unizinordertool-forusers"></a>

The Unizin Order Tool enables Instructors, Course Coordinators, and Program Administrators to place orders for digital course materials for an upcoming academic term.

In the majority of cases, digital course materials are electronic textbooks delivered in [Unizin Engage](/products/content/unizin-engage), Unizin's digital course materials reader. However, Publisher courseware may be ordered via the Unizin Order Tool. Open Educational Resources, such as OpenStax textbooks, may also be ordered in the Unizin Order Tool.

* Learn about [Ordering periods](/products/content/unizin-order-tool/key-concepts/ordering-periods)
* Learn how to [Place an order](/products/content/unizin-order-tool/courses-and-ordering/place-an-order)
* Learn how to [Add sections to a placed order](/products/content/unizin-order-tool/courses-and-ordering/add-sections-to-a-placed-order), [Cancel an order](/products/content/unizin-order-tool/courses-and-ordering/cancel-an-order), or [Edit a placed order](/products/content/unizin-order-tool/courses-and-ordering/edit-a-placed-order)
* Learn how to use the [Order History](/products/content/unizin-order-tool/order-history) feature

### **For Program Administrators** <a href="#unizinordertool-forprogramadministrators" id="unizinordertool-forprogramadministrators"></a>

The Unizin Order Tool enables **Institutions** to scale their digital course material programs while leveraging Unizin’s highly competitive publisher agreements.

The Unizin Order Tool is a companion product to Unizin Engage, our digital materials delivery solution. Together with Unizin’s Publisher agreements, Engage and the Order Tool are key to Unizin’s content affordability strategy. The Unizin Order Tool manages proper reporting and invoices to Publishers. The Unizin Order Tool also provides institutions with nightly reporting.

Members are encouraged to adopt the Unizin Order Tool along with Engage, to automate and scale their use of affordable digital content for teaching and learning.

* Learn how to [Implement the Unizin Order Tool](/products/content/unizin-order-tool/implementation)
* Learn about [Profiles](/products/content/unizin-order-tool/key-concepts/profiles)
* Understand [Coordinator permissions](/products/content/unizin-order-tool/key-concepts/coordinator-permissions)
* Process [Order Feed](/products/content/unizin-order-tool/implementation/order-feed)


# Overview of the User Interface

There exist a common set of user interface elements across the Unizin Order Tool.

## Header menu <a href="#overviewoftheuserinterface-headermenu" id="overviewoftheuserinterface-headermenu"></a>

The **Header** is always presented in Order Tool and provides access to the **Navigation menu,** the **Catalog** tool\*\*,\*\* the **Help** page, and the **User menu**. **Student** choice and **Schedule** of classes features are only available to Program Administrator profiles.

Instructor and Coordinator view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900088040/instructor-and-coordinator-view.png" alt="Header of Unizin Order Tool highlighting each menu option"><figcaption></figcaption></figure></div>

Program administrator view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900113963/program-administrator-view.png" alt="Header view as a Program Administrator highlighting each menu option"><figcaption></figcaption></figure></div>

Student view:

The **Header** is always presented in Order Tool and provides access to the **My Account menu,** the **Help** page, and the **User menu**.

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900144488/student-header.png" alt="Header view as a student in Unizin Order Tool"><figcaption></figcaption></figure></div>

## Navigation menu <a href="#overviewoftheuserinterface-navigationmenu" id="overviewoftheuserinterface-navigationmenu"></a>

The **Navigation menu** enables Instructors, Coordinators, and Program administrators to switch between Order Tool's main features:

* [Courses & ordering](/products/content/unizin-order-tool/courses-and-ordering)
* [Order History](/products/content/unizin-order-tool/order-history)

The **Navigation menu** enables Students to switch between Order Tool's main features:

* [Student choice (Courses)](/products/content/unizin-order-tool/student-choice/student-choice-students)
* [Entitlements (Purchase History)](/products/content/unizin-order-tool/entitlements/entitlements-students)

### **Navigation menu control**

Instructor, Coordinator, and Program administrator view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900193074/navmenucontrl-all.png" alt="Navigational menu control as an instructor"><figcaption></figcaption></figure></div>

Student view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900202068/navmenuctrl-student.png" alt="Navigational menu control view as a student"><figcaption></figcaption></figure></div>

### **Expanded Navigation menu options**

Instructor and Coordinator view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900221726/ccexpan-nav.png" alt="Order tool expanded menu options as an instructor"><figcaption></figcaption></figure></div>

Program Administrator view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900230003/paexpandednav-menu.png" alt="Order Tool expanded menu options as a Program Administrator"><figcaption></figcaption></figure></div>

Student view:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900236354/studentexp-navme.png" alt="Order Tool expanded menu options as a student"><figcaption></figcaption></figure></div>

## **Help page**

The **Help** page displays a page within the Order Tool application, which describes general information about ordering periods and who uses the Order Tool.

Help page:

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900270339/image-2019-3-27-2010-38-2.png" alt="Arrow highlighting the help option in the menu bar"><figcaption></figcaption></figure></div>

## **User menu**

The user menu describes the highest level of application permissions for the user. For example, if a user is both a Program Administrator and a Student then the user menu will read "Program Administrator" (see the example below).

<div align="left"><figure><img src="https://files.helpdocs.io/imd1egxmfk/articles/dxjuh3anx8/1687900276482/screen-20-shot-202020-06-17-20-at-201-43-25-20-pm.png" alt="Order Tool user menu view showing how to logout" width="375"><figcaption></figcaption></figure></div>

In addition to describing application permissions, users may update their [Gravatars](https://en.gravatar.com/) and logout from the user menu.

## **Footer**

The footer is customized by an institution and may provide links to end-user documentation or other institution-specific pages.

<div align="left"><figure><img src="/files/foJpBL5kklQfqLplMv4v" alt="Order Tool footer view containing a link to the privacy policy"><figcaption></figcaption></figure></div>


# Key Concepts

Institutions use the Unizin Order Tool to manage and scale their digital content programs. By accessing the Unizin content marketplace, Institutions offer their faculty, instructors, and students highly affordable digital content. There are several key concepts that drive the use of the Order Tool at your institution:

* [User Profiles](/products/content/unizin-order-tool/key-concepts/profiles). The Unizin Order Tool supports different users and workflows.
* [Ordering periods](/products/content/unizin-order-tool/key-concepts/ordering-periods). Ordering periods define when users may order content for a given term.
* [Coordinator permissions](/products/content/unizin-order-tool/key-concepts/coordinator-permissions). Granular permissions enable institutions to flexibly allow centralized and staff-based ordering workflows.


# Profiles

In Order Tool, users may be granted one or more **Profiles.** Profiles are roles that enable different ordering permissions and workflows.

The Unizin Order Tool supports three Profiles: **Instructor,** **Coordinator,** and **Program Administrator**. All user Profiles may order digital content for course sections. The difference lies in the set of courses for which they can place orders:

* **Instructors** may place orders for the courses they're assigned to teach.
* **Coordinators** may place orders on behalf of Instructors, based on permissions granted to them by their institution.
* **Program Administrators** may place orders on behalf of Instructors and Coordinators for *all* Course and Sections at the institution.

These three Profiles enable Institutions to use the Order Tool in support of a range of content ordering practices.

### Why are profiles useful? <a href="#profiles-whyareprofilesuseful" id="profiles-whyareprofilesuseful"></a>

Profiles enable different ordering processes within an institution.

The **Instructor** profile enables Institutions to support a conventional method of content ordering. Faculty and Instructors place orders during a Term's ordering period for their own courses.

The **Coordinator** profile enables Institutions to support content ordering practices where content selection is a matter of departmental, curricular, or program policy. Alternatively, **Coordinators** may also play the role of department staff who submit content orders in place of Faculty.

**Coordinators** are granted access to order content [based on permissions](/products/content/unizin-order-tool/key-concepts/coordinator-permissions) determined by their institution.

During the Unizin Order Tool's implementation, Unizin will work with your institution to identify Coordinators and properly grant them permissions to order content. Institutions may also submit a Services ticket to add, remove, or change **Coordinator** permissions.\
\
The **Program Administrator** profile enables users who are managing the activity and growth of their institutions' digital content programs to administer the back-office processes necessary to support the ordering of **Instructors** and **Coordinators.** Unlike **Coordinators** and **Instructors**, **Program Administrators** are not bound by open ordering periods. In addition to having the ability to place orders and review the history of orders placed via the Courses and Order History views, **Program Administrators** will also have access to exclusive tooling that will enable these users to manage the back-office processes necessary to maintain and grow our institutions' digital content programs.

### Does the interface differ by profile? <a href="#profiles-doestheinterfacedifferbyprofile" id="profiles-doestheinterfacedifferbyprofile"></a>

Yes.

The interfaces differ to support the different, unique workflows of each user. Users with multiple Profiles will see their highest level of application permissions described in [User menu](/products/content/unizin-order-tool/overview-of-the-user-interface#user-menu). Each user will see any tasks and actions they have permissions for in the application.


# Ordering periods

An **Ordering Period** defines the period of time in which orders may be placed for an academic term.

Users may order content for their Courses and Course sections during valid Ordering periods. **Program Administrators** are exceptions to this condition. These users' actions in Order Tool are not bound by valid Ordering periods.

During an Ordering period, **Instructors** and **Coordinators** may order content to be delivered for an upcoming term. Typically, Ordering periods are scheduled to run 4-6 months before the start of an academic term in which the content ordered is used. Ordering periods are scheduled this far ahead of the start of a term to allow for registration, billing, and other business processes to unfold in preparation for the academic term.

Ordering periods are determined by your Institution. Outside of an Ordering period, **Instructors** and **Coordinators** will not be able to order content. The Unizin Order Tool will communicate to users when they are outside of a valid ordering period. During an Ordering period, users will simply see the set of Courses for which they may place an order (**Coordinators** will see the same, but based on the instructors for whom they can order content).

If **Coordinators** or **Instructors** access the Order Tool outside of any open **Ordering period**, they will see the following on the "Place an Order" view:

<figure><img src="/files/ZX5BZCoo0cuRi6ynWf7Y" alt="No upcoming ordering periods message being shown"><figcaption></figcaption></figure>

**Coordinators** and **Instructors** will still have access to the "Order History", "Content Requests", and "Catalog" view(s) however.

An institution's Sponsor Team is required to provide ongoing support to Unizin’s Services team to keep your Order Tool up to date. Unizin Services must configure the Order Tool with your institution's Ordering periods in advance, so that faculty are able to place orders during the allotted Ordering period. The Sponsor Team will provide a file which includes your institution's Ordering periods (CSV, Excel, Google sheet, etc.) for the full academic year to the Services team. This file should be provided during an initial Order Tool implementation and on an ongoing basis.

The following dates must be included in the file:

* **Ordering period start date** - The start date is the date for which the Order Tool is opened to allow instructors and coordinators to place their orders for an upcoming term.
* **Ordering period soft close date** - Once the soft close date is passed, the Order Tool disallows instructors and coordinators to order content. The soft close date is implemented at midnight UTC on the date that is provided.
* **Ordering period hard close date** - The hard close date is the date after which orders are no longer accepted.


# Coordinator permissions

**Coordinators** place content orders for the Course assignments of others **based on permissions** granted to them by their Institution.

## Permission configuration <a href="#coordinatorpermissions-permissionconfiguration" id="coordinatorpermissions-permissionconfiguration"></a>

Permissions may be configured based on data provided by your institution about Sections. For each Section taught at your institution, your Institution will or may provide the following data:

* A Course subject (e.g., "BIO" in "BIO 101"; *required*)
* A Course level (e.g., "Undergraduate," "Graduate," "Business"; *required*)
* A Department, College, or School affiliation (e.g., "The Department of Sociology," "College of Engineering"; *required*)
* A Campus affiliation (e.g., "IU Bloomington"; *optional*)

All four values associated with a Section may be used to configure **Coordinator** permissions.

## Example permissions <a href="#coordinatorpermissions-examplepermissions" id="coordinatorpermissions-examplepermissions"></a>

The following are example permissions configured for a Coordinator:

* The **Coordinator** may place orders for any course at their Institution with a "BIO" course subject.
* The **Coordinator** may place orders for all course sections offered by "The Department of Sociology" at a particular regional campus.

**Coordinators** may be granted more than one permission. For example, a particular Coordinator may be permitted to submit content orders for the College of Engineering at one regional campus *and* the College of Fine Arts at another.

**Coordinator** permissions are granted by your Institution's IT organization, usually in advance of a particular Ordering period.


# Program administrator permissions

**Program Administrators** are users who manage the activity and growth of the digital content program of our member institutions. These users have overarching permissions in Order Tool. In addition to having access to exclusive administrative tools (See [Schedule of Classes](/products/content/unizin-order-tool/schedule-of-classes), [Catalog Tool](/products/content/unizin-order-tool/catalog-tool)), Program Administrators can also place, edit, and/or cancel orders in Order Tool, regardless of Ordering periods.

### Permission configuration <a href="#programadministratorpermissions-permissionconfiguration" id="programadministratorpermissions-permissionconfiguration"></a>

Permissions are configured by Unizin's Services team once an Institution's Sponsor Team designates one or more administrative users they deem appropriate for this role.


# Courses & Ordering

Order Tool enables users to submit orders of digital content for course sections.

All user Profiles may order digital content for courses they have access to. **Instructors** may order for their teaching assignments. **Coordinators** may order based on the permissions granted to them by their institution. **Program Administrators** may order for all courses and sections at their institution.

Topics include:

* [Course filtering](/products/content/unizin-order-tool/courses-and-ordering/course-filtering)
* [Place an order](/products/content/unizin-order-tool/courses-and-ordering/place-an-order)
* [Add sections to a placed order](/products/content/unizin-order-tool/courses-and-ordering/add-sections-to-a-placed-order)
* [Edit a placed order](/products/content/unizin-order-tool/courses-and-ordering/edit-a-placed-order)
* [Cancel an order](/products/content/unizin-order-tool/courses-and-ordering/cancel-an-order)
* [Reordering](/products/content/unizin-order-tool/courses-and-ordering/reordering)

All users access Course ordering through Order Tool's **Navigation menu**.

Instructor and Coordinator view:

<img src="/files/KKtLUWihN48TAXmjdXd2" alt="arrow pointing towards Order Tool navigation menu as an instructor" data-size="original">

Program Administrator view:

<img src="/files/FaIaYxI7nx1fb3706TAO" alt="arrow pointing towards navigational menu as program administrator" data-size="original">


# Course filtering

The **Course filters** enable users to narrow down the list of courses presented in the Courses view. By narrowing down the list, users can more quickly find a course for which they wish to order content. This feature is useful to users, particularly Coordinators, who may have permission to order on behalf of dozens or hundreds of Instructors.

The **Course filters** are presented to users who are able to order for more than 20 courses across all of the open **Ordering periods**.

Users select filtering criteria with the **Course filters**.

The following criteria may be applied:

* Academic term
* Campus (if applicable)
* Course level (e.g., "Undergrad")
* Course subject (e.g., BIO)
* Course number (e.g., "101")
* Section type (e.g., "Lecture")

**Note:** The particular values for the above variables will vary by implementation.

## Interactions <a href="#coursefiltering-interactions" id="coursefiltering-interactions"></a>

### Terms and Campus <a href="#coursefiltering-termsandcampus" id="coursefiltering-termsandcampus"></a>

The Terms and Campus course filters and their menus provide a "drop-down" selection interaction. As users click these drop-down menus, the list of available options appear for selection.

<figure><img src="/files/QSABBwYwFkxAdYBnrHCm" alt="Order tool menu highlighting term and campus filters"><figcaption></figcaption></figure>

If a user has access to order content for multiple Terms or Campuses, these filters will appear at the top of the page to narrow the results which are displayed for any subsequent searches.

### Course Subject and Course Levels <a href="#coursefiltering-coursesubjectandcourselevels" id="coursefiltering-coursesubjectandcourselevels"></a>

The Course Subject and Course Levels course filters provide a "type ahead" interaction. As users type their search criteria, the list of available options in the menus shrink to match the criteria. For example, if you begin typing "BIO" into the Course Subject filter, then the list of Course Subjects shrinks to Courses that start with "BIO."

<div align="left"><figure><img src="/files/6CGCZI01crb0qHZgDojo" alt="Different filtering options displayed when searching for a course"><figcaption></figcaption></figure></div>

### Course Number and Instructor Name <a href="#coursefiltering-coursenumberandinstructorname" id="coursefiltering-coursenumberandinstructorname"></a>

The Course Number and Instructor Name course filters allow free text input – users may type whatever values they wish for these filters directly in the text box.

<div align="left"><figure><img src="/files/aky4Ys9F4ArgCDn3BtmJ" alt="Filtering options with course number and instructor named highlighted"><figcaption></figcaption></figure></div>

### Section Type <a href="#coursefiltering-sectiontype" id="coursefiltering-sectiontype"></a>

The Section Type filter includes various types of sections that are offered for a particular course.

<div align="left"><figure><img src="/files/CV0GiMewWBzTbcN0HtMG" alt="Section type filter"><figcaption></figcaption></figure></div>

### Multiple filter criteria <a href="#coursefiltering-multiplefiltercriteria" id="coursefiltering-multiplefiltercriteria"></a>

Users may enter more than one filter criteria in the course filters available. The following rules are applied to the search when multiple filters are selected:

* A logical "or" applies to multiple criteria in the same filter.
* A logical "and" applies to the criteria of multiple filters.

For example, in the filter criteria applied below, the Order Tool will present all Courses whose Course subjects begin with AAAD-A, whose Course number is 561, whose Course level is UGRD, and whose Instructor name is Yoda.

<div align="left"><figure><img src="/files/talQSA5LsfOdh8POubA0" alt="Filtering options when searching for a course"><figcaption></figcaption></figure></div>


# Place an order

Placing orders for course materials are the main user activity in the Unizin Order Tool.

This article covers how **Instructors**, **Coordinators,** and **Program Administrators** place an order for a Course Offering in a particular Session of an Academic Term.

This article explains how users place an order. In particular, you will learn how to:

1. Select a course offering for which to place an order
2. Select the course offering's relevant sections
3. Search for and select course materials
4. Add a content request
5. Review and place your order

## 1. Select a Course offering <a href="#placeanorder-1.selectacourseoffering" id="placeanorder-1.selectacourseoffering"></a>

After logging into the Order Tool, Order Tool users are presented with Course offerings in one or more open [Ordering periods](/products/content/unizin-order-tool/key-concepts/ordering-periods).

(**Please note**: if you are both assigned to teach a course as well as a student in another course you will first need to click on the **Place an Order** page in the top left corner)

<figure><img src="/files/bRNECxA5B7sVGo5UImoW" alt="Order Tool menu highlighting the place an order option"><figcaption></figcaption></figure>

**Instructors** are presented a unique list of Course offerings they're assigned to teach. As an **Instructor**, identify the Term, Campus (if applicable), Course, Section type, and the sections you are assigned to teach for which you want to order course materials.

<figure><img src="/files/vC4YmxcfHogQVUS8oBxT" alt="Instructor view when beginning to place an order"><figcaption></figcaption></figure>

**Coordinators** are presented a list of Course offerings for which they are permitted to place orders. Coordinators may order the same content for many sections taught by different instructors. As a **Coordinator**, identify the Term, Campus (if applicable), Course, Section type, Section, and instructor for whom you are placing an order. Then, identify the Course assignment of the instructor for which you want to order course materials.

<figure><img src="/files/DCFr53cbO7TbaNZeg0Qm" alt="Instructor view when beginning to place an order"><figcaption></figcaption></figure>

Instructors and Section types of each section are presented when selecting from the Instructor Name and Section Type filters.

<figure><img src="/files/a2TTbBfoO7eWlJG5LK6d" alt="place an order view highlighting different sections and sections types"><figcaption></figcaption></figure>

Once you have identified a course offering and Instructor for which you wish to place an order, click **"Start new order."**

<figure><img src="/files/ke2ObBfhOHfEPbSVngsn" alt="Place an order view highlighting the start new order button once sections have been selected"><figcaption></figcaption></figure>

**Program Administrators** are presented a list of all Course offerings available to the institution. Program administrators inherently have access to place orders for all Sessions, Courses, and Sections in Order Tool. The workflow to select a Course offering is the same as that of a **Coordinator.**

## 2. Select one or more Sections <a href="#placeanorder-2.selectoneormoresections" id="placeanorder-2.selectoneormoresections"></a>

After selecting a Course, users must select one or more Sections for which to place an order. In most cases, users will wish to place a course materials order for all of the available Sections of a section type associated with an Instructor's course assignment.

<figure><img src="/files/jy0me4ljaGlZ5fb8CHqA" alt="Selecting one or more sections to begin an order"><figcaption></figcaption></figure>

Select the Sections for which you want to include in your order. The sections are listed by their Section number associated with the particular section type.

## 3. Search for content and select course materials

After selecting the Sections of a course offering assignment, you will search for content and select course materials.

<figure><img src="/files/yUL9k4yELVyEjONJxutA" alt="searching and search results when looking for course materials to order"><figcaption></figcaption></figure>

Selecting course materials works like shopping in an online marketplace:

* Search for course materials you wish to use in your course
* Apply the available filters to fine-tune your search results
* Add the course materials to your shopping cart
* Review and place your order

<figure><img src="/files/NOkqzXeqOlnkce357gGn" alt="different filters when searching and options to view search results in more detail"><figcaption></figcaption></figure>

### Searching for course materials <a href="#placeanorder-searchingforcoursematerials" id="placeanorder-searchingforcoursematerials"></a>

When searching for course materials, the following metadata about books is searched:

* Author
* Title
* Publisher name
* ISBN

<figure><img src="/files/SlkOD6cUeABMFoQvPsbj" alt="search bar"><figcaption></figcaption></figure>

{% hint style="info" %}
You must enter at least three characters into the search bar to identify course materials.
{% endhint %}

### Apply filters to narrow search results <a href="#placeanorder-applyfilterstonarrowsearchresults" id="placeanorder-applyfilterstonarrowsearchresults"></a>

While searching for course materials, you may select additional filters to fine-tune the search results.

<figure><img src="/files/k5Iss3hOTynVrpQ3l28n" alt="Filters when searching for content"><figcaption></figcaption></figure>

#### **Filter by publishers**

The publishers' filter allows users to select the publisher or publishers of the course material they may be searching for, which will narrow the search criteria to include only the selected publisher(s).

Select "Show more" to expand the full list of available publishers.

<figure><img src="/files/vZz17FIqweMSvDLJcchU" alt="Highlighting publisher specific filters when searching for content"><figcaption></figcaption></figure>

Select a publisher or multiple publishers to narrow the search results for the class material you'd like to locate.

<figure><img src="/files/HhfWczYchSODnkX89Rgn" alt="filtered search results after using publisher filters"><figcaption></figcaption></figure>

#### **Filter by material type**

You may fine-tune the search results further by utilizing the material type filter. This filter displays the type of materials that you may order in the catalog. There are two types of materials: **eText and DLT**.

An **eText** material is an ebook, PDF version of the class material. It will be delivered in Unizin's Engage platform for the section(s) associated with your order.

<figure><img src="/files/s6Xolx2MfDzTh2IvJ4U2" alt="Filtered search results after using material type filter"><figcaption></figcaption></figure>

A **DLT** (Digital Learning Tools) material is digital courseware, which is specific to each individual publisher. Courseware materials will be configured and delivered by the appropriate publisher's representatives for the section(s) associated with your order.

Each DLT material has a length of access period in the content catalog. This length of access is specific to each offer of a particular digital course material. Length of access for Digital Learning Tools (DLTs) varies. The length of access for a material is defined by the publisher. Courseware may include learning, lab, and homework platforms offered by each publisher.

<figure><img src="/files/L3SD4YBcnNFFS1BhBBBl" alt="Filtered results after using both material type and publisher filters"><figcaption></figcaption></figure>

The publishers and material type filters may be used individually or in combination with one another if desired.

### Selecting course materials <a href="#placeanorder-selectingcoursematerials" id="placeanorder-selectingcoursematerials"></a>

After searching, the Unizin Order Tool will display course materials that match your search criteria. The title, author(s), publisher, and ISBN are presented for each course material. Users may then select course material items to add to their order by clicking the "+" button next to each course materials item. That action adds the course materials item to the order and confirms the action with a notification.

<figure><img src="/files/9dATskWMyaSB5tO1iT9k" alt="Highlighted plus button to add content to your cart"><figcaption></figcaption></figure>

### Removing course materials from your order <a href="#placeanorder-removingcoursematerialsfromyourorder" id="placeanorder-removingcoursematerialsfromyourorder"></a>

Course materials items can be removed from an order at any time in the ordering workflow by clicking the "x" button next to each course materials item, including in the "Review order" page and while searching the content catalog.

<figure><img src="/files/H35BYlYhuu9ucaaa6RfP" alt="Highlighted X button to remove materials from your order"><figcaption></figcaption></figure>

A notification will confirm that a course materials item was removed from your order.

## 4. Adding a course materials Content Request <a href="#placeanorder-4.addingacoursematerialscontentrequest" id="placeanorder-4.addingacoursematerialscontentrequest"></a>

If you are unable to find the course materials you seek in Unizin's course materials offer catalog, you may add a custom course materials request –called a **Content Request**– to your order. Content requests are *not guaranteed* to be delivered by Unizin. Content requests are evaluated by Unizin's Publisher Services team. Users who submit a Content request will be contacted by Unizin Publisher Services before and after a determination is made about whether the course materials can be acquired and delivered.

Users may submit a Content request by clicking the Content Request link on the "Add Content" page in Unizin Order tool.

<div align="left"><figure><img src="/files/NoLYLHb2io3xEMjbPLRI" alt="Highlighted Submit a Content Request link"><figcaption></figcaption></figure></div>

When clicked, a form appears that invites the user to include information describing the requested course materials item. The information includes:

* Title (*required*)
* Publisher
* Edition
* Author(s)
* ISBN
* Delivery Method

<figure><img src="/files/mem8Cy7f7f1xI58iBe5Y" alt="Content request form"><figcaption></figcaption></figure>

When you click "Add Content Request," the Content request is added to your order under the "Content Requests" section. To close out of the Add Content request screen, click the "X" button at the top right of the frame to be brought back to the Catalog view.

Once the Content Request has been added there is a drop-down menu that displays where the material is in the [Content request lifecycle](/products/content/unizin-order-tool/content-request-tool#contentrequesttool-anatomyofacontentrequest). The details can be displayed or hidden out of view by clicking the "Hide details" menu on the right.

## 5. Review and place your order <a href="#placeanorder-5.reviewandplaceyourorder" id="placeanorder-5.reviewandplaceyourorder"></a>

When you have completed selecting course materials to include in your order, click the "Checkout" button at the top right of the screen to progress to the order Review screen. The Review screen asks users to review their course materials selections and confirm that they wish to place the order. This is a final review of your order.

On the Review screen, the Unizin Order Tool will remind you of the Course and Sections for which the items in your cart will be ordered. It will also provide valuable information about the cost savings you're providing your students by ordering course materials through the Unizin Marketplace.

<figure><img src="/files/4aoVkK5OXSER7VL1YbNV" alt="Checkout screen to review materials to add to your order"><figcaption></figcaption></figure>

### Earning royalties <a href="#placeanorder-earningroyalties" id="placeanorder-earningroyalties"></a>

Optionally, Institutions may require Faculty or Instructors to declare if they stand to earn royalties from the course materials they ask their students to buy.

If checked, the user declares that they stand to earn royalties from their course materials selection. This information is provided to your institution, who may review your order. Selecting this box *does not* delay the delivery of ordered course materials to your students.

<figure><img src="/files/KiB8uCKpidy7vKHhOKWN" alt="Royalties checkbox to confirm if you are receiving royalties from the content you plan to order"><figcaption></figcaption></figure>

**Note**: The option to require a royalties declaration is configured at the institutional level during the implementation of the Unizin Order Tool.

### **Amend or cancel your order** <a href="#placeanorder-amendorcancelyourorder" id="placeanorder-amendorcancelyourorder"></a>

On the Review screen, users may remove course materials items from their order. Users may also navigate back to the course materials and section selection screens if they wish to change the scope of their order.

Users may cancel an order by selecting the "Cancel order" link at the top right of the screen at any time. Users will be prompted to confirm this action prior to canceling the order. A notification will appear on the screen to confirm the order has been canceled.

### Place your order <a href="#placeanorder-placeyourorder" id="placeanorder-placeyourorder"></a>

When you are satisfied with your order, click the "Submit Order" button at the bottom of the screen.

<figure><img src="/files/HANflWExtRXO4feJ4NUg" alt="Submit order button"><figcaption></figcaption></figure>

The Unizin Order Tool will confirm that your order has been placed. You will also receive an email receipt of your order. The email notification will contain Course and Section information, Term, Order Number, and a summary of your Digital Course Materials. The email will also include a link to return to the Order Summary Page.

<div align="left"><figure><img src="/files/mouyraxbrNVsZa8CwOX2" alt="Order receipt received once an order has been submitted" width="312"><figcaption></figcaption></figure></div>

You will then be prompted to return to the Place an Order screen, where you can begin a new order, or you can view your Order History.

<figure><img src="/files/WARcOtvxBRWWgJgLGZed" alt="Thank you screen shown once an order has been placed"><figcaption></figcaption></figure>

If you ordered digital textbooks, they will automatically be delivered to Engage.

If you ordered a digital product, it will be configured for your course in advance of the term.

If you submitted a Content Request, you will receive an email notification receipt for the associated order placed. Additional email notifications may display the status change of a Content Request. When the status of a Content Request is updated and/or Unizin Publisher Services adds a comment pertaining to the Content Request, you will also receive an email notification detailing the updates. All email notifications include a link to return to the Order Summary Page.

<table data-header-hidden data-full-width="true"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><img src="/files/qB2BuCwqhcBOvtUMswWP" alt="Order receipt when a content request has been submitted" data-size="original"></td><td><img src="/files/CG6eZ55XRAXwlm6Q7YBh" alt="Order receipt once a content request status has been updated to researching" data-size="original"></td><td><img src="/files/Xjc5u6Hq4pYQt6LIe2gj" alt="Order receipt once a content request has been approved" data-size="original"></td></tr></tbody></table>


# Add sections to a placed order

Teaching assignments change before and during an Ordering period. It is not uncommon for sections to be added to or removed from an Instructor's teaching load. The Unizin Order Tool makes it easy to enable changes in a placed order when a section is removed or added to a teaching load.

## Removed sections <a href="#addsectionstoaplacedorder-removedsections" id="addsectionstoaplacedorder-removedsections"></a>

The Order Tool *automatically detects* that Sections were added to or removed from a teaching load for an Instructor during the Ordering period. If a Section has been removed from a course for which an order is placed, the order will not be fulfilled for that section.

## Adding sections to a placed order <a href="#addsectionstoaplacedorder-addingsectionstoaplacedorder" id="addsectionstoaplacedorder-addingsectionstoaplacedorder"></a>

If one or more Sections have been added to a course for which an order is already placed, then Order Tool will signal this fact in the user interface and an **Instructor**, **Coordinator,** or **Program Administrator** must add it to an existing order. The representation of the course and section type will indicate that N of N sections are ordered for.

<figure><img src="/files/CFSecHjujcTv9hYNwhTY" alt="Checkboxes to add sections to an existing order"><figcaption></figcaption></figure>

The new sections in a Course teaching load can be added to the existing order:

* Select the link to the order that was placed for the existing sections. Orders and order numbers are represented to the right of a section.

<div align="left"><figure><img src="/files/CtRsvqZ5NE7yvTNWeagM" alt="Order and order number highlighted on an existing order"><figcaption></figcaption></figure></div>

* You will be taken to the Order page. Select "Edit order" at the bottom of the page.

<div align="left"><figure><img src="/files/ZeWIJzkzIYxyrqpcamtu" alt="edit order button"><figcaption></figcaption></figure></div>

* Click "Edit" under the Sections at the top of the screen to edit the Sections for which an order has been placed.

<div align="left"><figure><img src="/files/oAXjaC0qSMMZIj2UARID" alt="checkout screen showing sections that have been added to the order"><figcaption></figcaption></figure></div>

* From the Editing Sections page, you will see any new Sections that may be added to your order. Click on the "Select All" checkbox or click the checkbox next to the new section to add it to the existing order. Click "Save."

<div align="left"><figure><img src="/files/4HihrRlBiLILhpirLxsb" alt="checkboxes to add new sections to an order and to save the new order"><figcaption></figcaption></figure></div>

* A prompt will appear at the top of the screen confirming that your changes to the order have been saved.

<div align="left"><figure><img src="/files/0HI0igve4jkLHfX8KtTn" alt="response message showing your changes have been saved"><figcaption></figcaption></figure></div>

* Select "Submit order" at the bottom of the page to complete the changes to your existing order.

<div align="left"><figure><img src="/files/j4mFfShAML0vbM2lwHIz" alt="submit order button"><figcaption></figcaption></figure></div>

* A prompt will appear at the top of the screen confirming that your order was successfully updated.

<div align="left"><figure><img src="/files/y0dYyTQgSbkrWxmwaz8v" alt="response message showing your order has been updated"><figcaption></figcaption></figure></div>

* You will also receive an email receipt, notifying you of the update to the order. This email will include the Course and Term information. It will also include the Section(s) added, Order Details, and a link to return to the Order Summary Page.

<div align="left"><figure><img src="/files/TpYOpnPdb0KTRuxpM0aH" alt="order receipt when adding or removing sections on an existing order" width="344"><figcaption></figcaption></figure></div>


# Edit a placed order

**Instructors, Coordinators,** and **Program Administrators** may edit orders. Order editing includes adding and removing: Sections, Catalog items, and Content Requests to and from an order.

* Instructors may edit orders that they have created.
* Coordinators may edit any order they have the permission to view.
* Program Administrators may edit any and all orders ever created.

To edit a placed order, navigate to the order number located to the right of a section on the Courses page. Clicking the order number will present an Order summary screen summarizing information about the order.

<div align="left"><figure><img src="/files/ZCL8CMomkIB7KkXwskoZ" alt="arrow highlighting where to find order number"><figcaption></figcaption></figure></div>

Upon clicking the order number, a user will be taken to the Order Summary screen. Click "Edit order" at the very bottom of the page.

<div align="left"><figure><img src="/files/jcpWGpE4Qa1SGmcvK4UT" alt="edit order button"><figcaption></figcaption></figure></div>

You may edit the following items within an existing order: Sections, Catalog items, and Content Requests. These three items can be added to or removed from an existing order. Once any change has been placed within the order, a prompt will appear to confirm that change.

<div align="left"><figure><img src="/files/BVjhjPvfkjvTSSAu8FFx" alt="arrows highlighting different ways to edit an order"><figcaption></figcaption></figure></div>

When you have finalized all edits to your existing order, click "Submit order" at the bottom of the screen.

<div align="left"><figure><img src="/files/4EhwBEIeWlerc0UYRjuf" alt="submit order button once an order has been edited"><figcaption></figcaption></figure></div>

A prompt will appear at the top of the screen to confirm your order has been updated.

<div align="left"><figure><img src="/files/XRUm9WVH8ZTNmveqfT1M" alt="response message saying your order has been successfully updated"><figcaption></figcaption></figure></div>

You will also receive an email receipt, notifying you of the update. This email will include the Course and Term information, update details, Order Details, and a link to return to the Order Summary Page.

<div align="left"><figure><img src="/files/TpYOpnPdb0KTRuxpM0aH" alt="order receipt after an order has been edited" width="344"><figcaption></figcaption></figure></div>


# Cancel an order

Orders may also be canceled during the ordering workflow and after an order has been placed. When you cancel an order, the content items ordered will no longer be delivered to your students.

{% hint style="info" %}

* Placed orders may only be canceled during an open Ordering period unless the user is a **Program Administrator**. If an order must be canceled after an Ordering period is closed, please reach out to your institution's **Program Administrator(s)** for assistance.
* Orders may **only be canceled** by the user who placed the order or by a **Coordinator** with suitable permissions. **Program Administrators** can cancel any and all orders ever created.
  {% endhint %}

## Cancel a placed order <a href="#cancelanorder-cancelaplacedorder" id="cancelanorder-cancelaplacedorder"></a>

To cancel a placed order, identify the course for which the order was placed from the Courses screen. You will first view the order and then cancel it.

**Instructors** will see presented courses they're assigned to teach for an upcoming academic term. Identify the course for which the order has been placed and click the order number link.

**Coordinators** and **Program Administrators** will see presented the instructors and courses on whose behalf they may submit content orders. Identify the instructor and course offering for which the order was placed and click the order number link.

Clicking the order number will present an Order summary screen summarizing information about the order. At the top right of the Order summary screen will be a "Cancel Order" button.

{% hint style="info" %}
This button is only available if the user viewing the Order is the same as the user who placed the Order.
{% endhint %}

Click "Cancel Order" to cancel the placed order. You will be asked to confirm your action. A prompt will appear at the top of the screen to confirm that your order was canceled.

<div align="left"><figure><img src="/files/iawYOiVRIx7SsIDL4roh" alt="arrow highlighting the red cancel order button"><figcaption></figcaption></figure></div>

You will also receive an email receipt, notifying you of the canceled order. This email will include order details such as the Course, Term, Section, Session, and the Digital Course Materials that were on the order.

<div align="left"><figure><img src="/files/bOHl74LWFZefoopq1FOf" alt="order receipt when an order has been cancelled" width="259"><figcaption></figcaption></figure></div>


# Reordering

## **Overview** <a href="#reordering-overview" id="reordering-overview"></a>

The Reordering feature is available to all ordering personas. It provides a streamlined reordering experience by enabling Instructors, Course Coordinators, and Program Administrators to reorder for any course where an order has been previously placed. Courses are matched based on course subject, course number, and campus (if applicable).

In the same way as [placing an order](/products/content/unizin-order-tool/courses-and-ordering/place-an-order), each persona will be presented with Course offerings for which they may be permitted to place orders. Ordering personas can reorder for a Course during an open [Ordering Period](/products/content/unizin-order-tool/key-concepts/ordering-periods). Courses are eligible for reordering when there is a previously placed order associated with the Course in the same term or a different term. Only those orders containing at least one catalog item can be reordered for a Course; in other words, Content Requests cannot be reordered. In the case that a previously ordered catalog item does not have an offer in the [Offer Catalog](/products/content/unizin-order-tool/catalog-tool), a content request will be auto-generated and added to the reorder.

There are two paths to reordering for a course: (1) from the "Place an Order" view and (2) from the order itself in the "Order History" view. Once you select the right sections and the previous order, you will also be able to make changes before submitting a reorder.

## **Reorder from the "Place an Order" View** <a href="#reordering-reorderfromthe-placeanorder-view" id="reordering-reorderfromthe-placeanorder-view"></a>

When a course is eligible for reordering, the “Reorder” option (as well as the "Start new order" option) will be available in the “Place an Order” view for that course.

<div align="left"><figure><img src="/files/Vp4ReqH2zhw8yV1LNN2F" alt="arrow highlighting the reorder button when starting a new order"><figcaption></figcaption></figure></div>

Once you've selected a previous order, you will see a preview of your order where you can make changes before submitting a reorder.

## **Reorder from the "Order History" View** <a href="#reordering-reorderfromthe-orderhistory-view" id="reordering-reorderfromthe-orderhistory-view"></a>

A reorder may also be placed from the ["Order History" View](/products/content/unizin-order-tool/order-history) by selecting the "reorder" option.

<div align="left"><figure><img src="/files/9exPxNEQKr6a8c5r7CNU" alt="arrow highlighting how to reorder from the order history page"><figcaption></figcaption></figure></div>

From the Order History view, when the “reorder” option is selected, you will be able to select the term for which the reorder is being placed. Only terms with open Ordering Periods will be displayed.

<div align="left"><figure><img src="/files/bKWw0sicrMzGhJLsLFQ4" alt="term filter to select what term to reorder for" width="563"><figcaption></figcaption></figure></div>

Once you've selected the right term (if applicable), you must select the sections for which you want to place an order.

<div align="left"><figure><img src="/files/sXPrhpCyVXYI0YCWPtvR" alt="arrow highlighting which sections to reorder for" width="563"><figcaption></figcaption></figure></div>

Once you've selected sections, you will see a preview of your order where you can make changes before submitting it.

## **Edit and Review your Order** <a href="#reordering-editandreviewyourorder" id="reordering-editandreviewyourorder"></a>

If enabled by your institution, email notifications are delivered to notify Instructors and Course Coordinators that "ordering is open" and “ordering is closing,” based on the [ordering period](/products/content/unizin-order-tool/key-concepts/ordering-periods) start date and soft-close date that are configured for a particular term. Both Instructors and Coordinators will receive at most one email reminder notification when the ordering period opens, and a second email reminder notification when the ordering period closes.

### **Reordering reminder email notification** <a href="#reordering-reorderingreminderemailnotification" id="reordering-reorderingreminderemailnotification"></a>

On the [ordering period start date](/products/content/unizin-order-tool/key-concepts/ordering-periods) configured for a term, email notification reminders will be delivered to Instructors and Coordinators who have a reordering option available for a course’s section for which they have teaching assignments or permissions and who have not yet placed an order for the upcoming term. Reordering email reminder notifications are delivered at 5AM UTC (Midnight EST) on the date the ordering period opens (i.e. the ordering period start date).

<div align="left"><figure><img src="/files/B2Njn0pswSYEMIcElMaB" alt="receipt and confirmation to reorder content" width="366"><figcaption></figcaption></figure></div>

### **Ordering period deadline approaching email notification** <a href="#reordering-orderingperioddeadlineapproachingemailnotification" id="reordering-orderingperioddeadlineapproachingemailnotification"></a>

Seven days prior to an upcoming [ordering period soft-close date](/products/content/unizin-order-tool/key-concepts/ordering-periods), a reminder email will be delivered notifying Instructors and Course Coordinators of the upcoming deadline approaching. This email will remind users to be sure they place their orders on time before the deadline approaches.

The ordering-period-closing email reminder notifications are delivered at 5AM UTC (Midnight EST) seven days prior to the ordering period soft-close date.

<div align="left"><figure><img src="/files/XJRVRtN6wsD3lGTpZIN5" alt="reminder email send when order period deadline is approaching" width="327"><figcaption></figcaption></figure></div>

### **Things to note** <a href="#reordering-thingstonote" id="reordering-thingstonote"></a>

Both Instructors and Course Coordinators will receive at most one email reminder notification when the ordering period opens, and a second email reminder notification when the ordering period closes.

***These email reminders are disabled by default.*** If your institution would like to enable the reordering reminder email notifications described above, please reach out to Unizin’s Services team via email at <support@unizin.org> to submit a request for these emails to be enabled for your Order Tool tenant.


# Order History

Order Tool enables users to review the history of orders to which they have access. They may filter and sort their orders to quickly find a particular order. Order History is always available to users.

Order History enables users to:

1. Find and view past orders to assure their accuracy
2. Check on the status of content requests
3. Edit or cancel orders (if eligible for such workflows)

All users access their Order History through Order Tool's **Navigation menu**.

<figure><img src="/files/JOEIG6YcZKq8sZ8rNZRe" alt="Menu highlighting where to find the order history view"><figcaption></figcaption></figure>

The Order History experience will vary by user Profile to support different workflows.

[Instructors' Order History](/products/content/unizin-order-tool/order-history/instructor-order-history) presents a rich list of orders, enabling quick status inspection and controls to cancel, edit, or view the order.

[Coordinators' and Program Administrators' Order History](/products/content/unizin-order-tool/order-history/coordinator-and-program-administrator-order-history) presents a compact list of orders, enabling the efficient browsing of many orders for many courses efficiently. They may still quickly cancel, edit, or view particular orders.


# Instructor Order History

Order History enables instructors to access a complete history of orders that they have placed for Course sections they're assigned to teach.

The **filters** enable instructors to quickly find particular orders of interest. Instructors may filter by a set of attributes common to orders, courses, and sections.

**Note:** The **Terms** and **Campus** filters will not appear if Instructors do not have access to multiple terms or campuses. The **Course Subject**, **Course Number**, **Course Levels**, and **Instructor Name** filters will not appear if only a single Course offering is presented.

In Order Tool, orders are particular to sections of a common Course offering. For Instructors, orders may also be filtered by the Term & Campus in which the Course is offered. Instructors may also search by order number to quickly locate a particular order of interest.

Once a particular order is located, **order actions** enable the Instructor to view, edit, or cancel the order. **Note**: edit and cancel actions are only available if the [Ordering Period](/products/content/unizin-order-tool/key-concepts/ordering-periods) for the sections on the order remains open. If the Ordering Period is closed, then these actions are not available.

A link to the Order is always displayed below the Course subject & number in the left-most column of the **Order history list view**.

<figure><img src="/files/TCegLpgA8XIyi61eYjyQ" alt="Filters on the order history tab highlighted"><figcaption></figcaption></figure>


# Coordinator and Program Administrator Order History

Based on their permissions, Coordinators and Program Administrators may see a complete history of orders that have been placed by them, Instructors, other Coordinators, and other Program Administrators, if any.

The **filters** enable Coordinators to quickly find particular orders of interest. Coordinators may filter by a set of attributes common to orders, courses, and sections. Users may also search by **order number** to quickly locate a particular order of interest.

{% hint style="info" %}
The **Terms** and **Campus** filters will not appear if Coordinators do not have access to multiple terms or campuses. The **Course Subject**, **Course Number**, **Course Levels**, and **Instructor Name** filters will not appear if only a single order is presented.
{% endhint %}

Once a particular order is located, the **Order actions** enable Coordinators and Program Administrators to view, edit, or cancel orders.

{% hint style="info" %}
For Coordinators, edit and cancel actions are only available if the [Ordering period](/products/content/unizin-order-tool/key-concepts/ordering-periods) for the sections on the order remains open. If the Ordering Period is closed, then these actions are not available. Program Administrators' actions are not dependent on an open Ordering period. These administrators can place, edit, and cancel orders throughout the duration of a Term.
{% endhint %}

A link to the order is always displayed below the Course subject & number in the left-most column of the **Order history list view**.

<figure><img src="/files/DGeuPsLVCXP0QX3LCj5a" alt="Highlighted view of the order history page showing the different filters"><figcaption></figcaption></figure>


# Order Activity

Once an order has been placed, you can access that order from your Order History. From here, you can view the order.

<figure><img src="/files/WfAcRX9qYKqCC7OX9zPK" alt="Order view showing an order&#x27;s details"><figcaption></figcaption></figure>

When viewing an order, you will see an option to "View Order Activity" located in the top-right corner of your screen. When you select this option, an overlay describing when an order was placed and by whom as well as any changes made to an order and who made them.

<figure><img src="/files/jkQgxUfwq4OH5wcQfkvg" alt="Sidebar pop-out showing activity made on the order"><figcaption></figcaption></figure>

The Order Activity is displayed in chronological order with the most recent events at the top, and includes a timestamp accurate to the local timezone of the user. This option is available to Program Administrators, Course Coordinators, and Instructors for all orders.


# Student Choice

Order Tool's **student choice feature** enables institutions to conform with federal and state statutes that empower students to opt-in or opt-out of course-fee based course materials.

In Order Tool, the student choice feature is used by two key users: [Student Choice (Students)](/products/content/unizin-order-tool/student-choice/student-choice-students) and [Program Administrators](/products/content/unizin-order-tool/student-choice/student-choice-program-administrators).

Based on the institution's student choice policy as configured in Order Tool, students may opt-in or opt-out of their digital course materials on a title-by-title basis during the student choice period. Program administrators may also assert student choices during the student choice period, as well as review general trends in student choice across their institution. After the student choice period has closed, neither students nor program administrators can make changes. Given an extenuating circumstance, institutions may submit a service ticket to request a change to a student choice after the student choice period has closed. For more information, please review Unizin's [student choice policy](/policies/general-policies/opt-out-and-invoicing-policy-order-tool).

An institution may define and configure its student choice policy in Order Tool. An institution's policy is expressed in Order Tool via data configurations (provided through your [SIS data feed](/products/content/unizin-order-tool/implementation/sis-data-integration/2.0-sis-integration)) and [UI customizations](/products/content/unizin-order-tool/implementation/ui-customizations) for the student experience.

Order Tool's student choice feature also [reports (in an automated feed)](/products/content/unizin-order-tool/implementation/final-declined-offers-feed) all student choices after they have become final.


# Student Choice (Program Administrators)

As a Program Administrator, you use Order Tool to enforce your institution's "student choice" policy. This policy governs whether and how students may opt-in or opt-out of digital course materials, adopted for their courses, through your institution's digital content program.

There are several key concepts in Order Tool that govern your student choice policy:

* **Student choice policy**. An institution asserts a student choice policy that is enforced in Order Tool. There are two policy types: opt-out (most common) and opt-in.
  1. An *opt-out policy* will, by default, assert that every student will purchase and receive the digital course materials adopted by their instructor. Students must then opt-out on a title-by-title basis.
  2. An *opt-in policy* will, by default, assert that every student *does not* elect to purchase and receive their digital course materials. Students must then opt-in on a title-by-title basis.
* **Student choice period**. Students may only assert their choices during open student choice periods. Student choice periods vary course by course. Your institution asserts the student choice period for courses in their SIS integration.
* **Offer.** A title, associated with a particular term and section, that has a price and length of access. Students can accept or decline an offer.
* **Length of access.** Determines the period of time students may access a digital course material once purchased. Length of access is specific to each offer of a digital course material and is defined by the publisher. All eText materials have a length of access equal to the duration of the student’s institutional enrollment. Length of access for Digital Learning Tools (DLTs) varies.
* **Payment waiver**. A payment waiver represents that a student will not be responsible for the cost of their digital course materials in a particular course. Institutions grant individuals payment waivers, on an enrollment-by-enrollment basis, in their SIS integration. Institutions will still be charged for the cost of the course materials. Students who are granted a payment waiver will be automatically opted-in to course materials and cannot opt-out (since they receive them for free).
* **Title exemption**. Institutions may decide, at their discretion, that certain titles should be exempt from student choice entirely. When exempt, a student will automatically receive the title, purchase it, and will not be able to opt-out of it. Institutions have the right to exempt titles (or disable opting out) according to the [Higher Education Opportunity Act](https://www.govinfo.gov/content/pkg/PLAW-110publ315/pdf/PLAW-110publ315.pdf). Ultimately, each institution must exercise judgment to determine which titles should be exempt from student choice. For more information, please refer to the [Code of Federal Regulations](https://www.ecfr.gov/cgi-bin/text-idx?SID=f26563f69fbe76d894166903c246601c\&mc=true\&node=se34.3.668_1164\&rgn=div8).
* **Entitlement.** Proof of purchase. [Entitlements](/products/content/unizin-order-tool/entitlements) are records established upon purchase of an offer by a student or on behalf of a student (i.e. payment waiver).

## Establish your student choice policy <a href="#studentchoice-programadministrators-establishyourstudentchoicepolicy" id="studentchoice-programadministrators-establishyourstudentchoicepolicy"></a>

Program Administrators will work with Unizin Services to establish their institution's student choice policy in Order Tool. Institutions will customize their student choice experience in the following way:

* **Opt-out or opt-in**. You must determine, institution-wide, if your policy will require students to opt-out of course materials or opt-in to them. An "opt-out" policy is most common.
* **Terms and conditions**. Institutions may customize policy terms and conditions that a student must accept when making a student choice. When making their choice, students will be required to check a box below the policy terms and conditions. This checkbox indicates their consent before their choice is applied.
* **Title exemptions.** You will want to consider your institution's criteria for determining that titles are exempt from your student choice policy. Title exemptions are asserted manually by Program Administrators through the user interface.
* **Payment waivers**. You will want to work with your SIS integration team to identify the criteria by which students in courses are waived from paying for their course materials.

## Review a student's course materials <a href="#studentchoice-programadministrators-reviewastudentscoursematerials" id="studentchoice-programadministrators-reviewastudentscoursematerials"></a>

Program Administrators may, at any time, review any particular student's digital course materials for an academic term. In doing so, Program Administrators may also see which course materials a student has opted-out or opted-in to.

Select the "Students" tool from your tool menu.

<div align="left"><figure><img src="/files/CZODHQOpNL0IJfLCBWWz" alt="Order Tool menu with the Students tab highlighted"><figcaption></figcaption></figure></div>

Once presented with an institution-wide student directory, you can search for any particular student by name or email address.

<div align="left"><figure><img src="/files/60w2KQqkvscnhtKjoynO" alt="Student directory inside student tool" width="563"><figcaption></figcaption></figure></div>

When you have identified the student you wish to review, click on the "View" link. To be presented with a summary of their digital course materials and student choices for a particular academic term, select the Courses header.

<figure><img src="/files/LuKyCGjNizg14KZirBB4" alt="Summary of a student&#x27;s digital course materials"><figcaption></figcaption></figure>

In this screen, you can complete the following:

* **View student courses.** A student's course enrollments are presented in a list view for any given academic term.
* **View student course materials**. The digital course materials for a student's course will appear below the student's course enrollments. The materials presented will be those adopted through your Order Tool-powered program.
* **View student choices.** For each digital course material, the student's choice is displayed. This includes any factors that affect student choices, such as payment waivers and title exemptions.
* **Switch academic terms**. Use the Term menu to review the student's courses and choices from another academic term.

### Understanding digital course materials <a href="#studentchoice-programadministrators-understandingdigitalcoursematerials" id="studentchoice-programadministrators-understandingdigitalcoursematerials"></a>

Order Tool presents the following information for each digital course material adopted in a course.

<figure><img src="/files/j4pbWrzXtMgF7vqDnrRM" alt="Different features of a students course materials"><figcaption></figcaption></figure>

For each course and its course materials, Order Tool will display the following information:

1\. Course subject number and course title.

2\. Whether your "student choice" period is open and time remaining for the course.

For each digital material adopted in the course, Order Tool will display the following information:

3\. Title, edition, ISBN, author, and publisher

4\. Indication of a Title Exemption and details of whether or not you will receive, and purchase, the digital course material.

5\. The cost of the digital course material to you.

6\. The cost if you were to buy a material at retail price.

## Opt-in or opt-out on behalf of the student <a href="#studentchoice-programadministrators-opt-inoropt-outonbehalfofthestudent" id="studentchoice-programadministrators-opt-inoropt-outonbehalfofthestudent"></a>

As a Program Administrator, you may assert an individual student's choice to opt-in or opt-out of a digital course material. This can be useful if a student is not, for whatever reason, able to assert a choice themselves.

Program Administrators are subject to the same constraints in asserting a choice as students. Program Administrators may only assert student choices during open student choice periods and may not override a title exemption.

To change whether the student will receive or not receive a course material, check or uncheck the box.

If a course material's checkbox is ***unchecked***, the student will ***not receive*** the title or be charged for it by your institution.

<figure><img src="/files/Blf0xTuZvWNtf0Km0BMj" alt="Unchecked box for opting out of a material"><figcaption></figcaption></figure>

If a course material's checkbox is ***checked***, the student ***will receive*** the title and be charged for it by your institution.

<figure><img src="/files/HHF9h0Ay14bw91dWbh6r" alt="Checked box for opting out of a material"><figcaption></figcaption></figure>

Once you have completed the modification, press the "Save" button at the bottom of the screen.

<figure><img src="/files/TMSzChVLxOuo1eJJpEIM" alt="Save button"><figcaption></figcaption></figure>

If changes are made without saving, a **pop-up warning** will appear.

<div align="left"><figure><img src="/files/Aw92I9UO1WoNuBA7F6To" alt="Pop up warning if changes are made without saving" width="374"><figcaption></figcaption></figure></div>

If you've made a change to the student's choice, the student will receive an email notification confirming that you have made that choice on their behalf. You may also view student choices, at any time, in Order Tool.

<div align="left"><figure><img src="/files/5Hc803gd5C941YeNaNql" alt="Receipt for opting out of a material" width="375"><figcaption></figcaption></figure></div>

## Set title exemptions <a href="#studentchoice-programadministrators-settitleexemptions" id="studentchoice-programadministrators-settitleexemptions"></a>

Program Administrators may define which titles are exempt from your student choice policy via the Catalog tool in Order Tool. To exempt a title from your policy, use the **Catalog tool.**

<figure><img src="/files/ge39KhIVYKbtPzRlNM7A" alt="Order Tool Menu with Catalog view highlighted"><figcaption></figcaption></figure>

Search for the title whose exemption status you wish to review and change. Once you have found the title, click on it to bring up the details in the sidebar panel.

When you view the details of a particular title in your **Master catalog**, you can toggle on and off whether the title is exempt from your student choice policy.

<figure><img src="/files/xG9sQljB69qsF1eIzc9p" alt="Arrow pointing to the exempt from student choice flag"><figcaption></figcaption></figure>

All changes take immediate effect. This means that, for any courses with an open student choice period, the title exemption will be applied to those existing offers and any future offers of that title. *Please see more information on this below*.

### Title exemptions and existing student opt-outs <a href="#studentchoice-programadministrators-titleexemptionsandexistingstudentopt-outs" id="studentchoice-programadministrators-titleexemptionsandexistingstudentopt-outs"></a>

In the event that a title is exempt from student choice during an open period, the status of that title will change for the current term but any ***existing student choices will remain the same***.

This means that, if a student has already decided to opt-out of the title (opt-out policy) or has not opted in (opt-in policy), those student choices will not be changed. However, if the student chooses to opt-in after the title exemption is in place, they will no longer be able to opt-out again.

For future terms, the title exemption will mean that students are automatically opted-in to the title and cannot opt-out.


# Student Choice (Students)

As a student, you may choose to opt-in or opt-out of digital course materials adopted through your institution's digital content program. "Student choice," as it is called, is subject to the conditions of your institution's "opt-in" or "opt-out" policy. A digital course material on "offer" is associated with a particular term and section, that has a price and length of access. Students can accept or decline an offer.

For institutions with an **opt-out policy**, students automatically pay for digital course materials adopted by their instructors unless they choose to opt-out of receiving those materials. Most institutions adopt an "opt-out" policy.

For institutions with an **opt-in policy**, students must elect to purchase the digital course materials adopted by their instructors.

## Review your digital course materials <a href="#studentchoice-students-reviewyourdigitalcoursematerials" id="studentchoice-students-reviewyourdigitalcoursematerials"></a>

Order Tool enables students to review the digital course materials that have been adopted by their instructors for past, current, and future academic terms. Please note, Order Tool can only display digital course materials adopted under your institution's digital content program. Therefore, you must refer to another source to see all the materials required for your courses.

To review digital course materials for your courses:

1. Select **My Account** from the Order Tool drop-down menu bar. Then select the "Courses" view.\
   ![Arrow highlighting the courses view under My Account](/files/0hzZsxKHNRdN9kfDLEvU)
2. Select the academic term for which you wish to review your course materials.\ <img src="/files/R3Rf1H0uGWkt0D0a4lfN" alt="Term filter" data-size="original">
3. Review your courses for a term.

<figure><img src="/files/LuKyCGjNizg14KZirBB4" alt="Digital course materials summary view"><figcaption></figcaption></figure>

You will see all your courses for the selected term. If digital course materials have been adopted by your instructor, they are displayed under the Courses header. Order Tool will always display whether you are, at that moment, slated to receive the digital course material or have received it already.

### Understanding digital course materials <a href="#studentchoice-students-understandingdigitalcoursematerials" id="studentchoice-students-understandingdigitalcoursematerials"></a>

Order Tool presents the following information for each course.

<figure><img src="/files/j4pbWrzXtMgF7vqDnrRM" alt="Different features of the digital course materials view"><figcaption></figcaption></figure>

1. Course subject number and course title.
2. Whether your "student choice" period is open and time remaining for the course.
3. Title, edition, ISBN, author, and publisher
4. Indication of a Title Exemption and details of whether or not you will receive, and purchase, the digital course material.
5. The cost of the digital course material to you.
6. The cost of a digital material if purchased at retail price.

### Student choice periods <a href="#studentchoice-students-studentchoiceperiods" id="studentchoice-students-studentchoiceperiods"></a>

As a student, you may only opt-in or opt-out of the course materials for a particular course during open **student choice periods.**

Student choice periods are set by your institution. They can also vary by course; for example, a student choice period can be open for one course but closed for another. Order Tool will indicate if, for any given course, the student choice period is open or closed. This determines whether you may accept or decline course materials on offer for a term.

If all student choice periods are closed for your courses in a particular term, Order Tool will indicate that at the top of your **Courses** view.

<figure><img src="/files/fuNc4rQM5xskQYFupAv8" alt="Message indicating that student choice periods are closed"><figcaption></figcaption></figure>

### Payment waivers <a href="#studentchoice-students-paymentwaivers" id="studentchoice-students-paymentwaivers"></a>

As a student, you may be granted a **payment waiver** for the materials in one of your courses.

A payment waiver in a course indicates that you will not be financially responsible for purchasing those digital course materials.

If you are granted a **payment waiver**, you will be automatically opted-in to the course materials and will not be allowed to opt-out (since you are receiving these materials for free).

<figure><img src="/files/J9AJQLldYs4FLqkOrWrk" alt="Digital course material with payment waiver flag highlighted"><figcaption></figcaption></figure>

Order Tool will report the payment waiver reason applicable to the course material when you click the tooltip <img src="/files/C9711v3AQrme6NAIzTIP" alt="(question)" data-size="original"> icon to expand the menu details.

<figure><img src="/files/oYFEuGdtaFB5oviU6UJp" alt="Arrow pointing to the question icon on payment waiver flag"><figcaption></figcaption></figure>

Payment waivers are not common. Typical examples of students who are granted payment waivers include the following: high school students taking college credit, students enrolled in special scholarship programs, and student-athletes. Payment waivers are determined by your institution.

### Title exemptions <a href="#studentchoice-students-titleexemptions" id="studentchoice-students-titleexemptions"></a>

As a student, you are not allowed to opt-out of digital course materials identified with a **title exemption**.

Your institution may deem that certain digital course materials are exempt from its student choice policy. Typically, this assertion is made because the title can only be acquired through your institution's digital content program.

<figure><img src="/files/MbPMW8Ssfj9XDz20UE50" alt="Digital course material with title exemption flag applied to it"><figcaption></figcaption></figure>

If your institution has an "opt-out" policy and a digital course material is exempt, then you will not be able to opt-out of the material. If your institution has an "opt-in" policy and a digital course material is exempt, then you are automatically opted-in to the material and cannot opt-out.

## Opt-in and opt-out of course materials <a href="#studentchoice-students-opt-inandopt-outofcoursematerials" id="studentchoice-students-opt-inandopt-outofcoursematerials"></a>

As a student, you will opt-in to course materials by checking the box next to that material's information. You will opt-out of course materials by unchecking the box. To apply your changes, click **Save** at the bottom of the screen.

If a course material's checkbox is ***unchecked***, then you will ***not receive*** the title or be charged for it by your institution.

<figure><img src="/files/Blf0xTuZvWNtf0Km0BMj" alt="Unchecked box for opting out of a material"><figcaption></figcaption></figure>

If a course material's checkbox is ***checked***, you ***will receive*** the title and be charged for it by your institution.

<figure><img src="/files/HHF9h0Ay14bw91dWbh6r" alt="Checked box for opting out of a material"><figcaption></figcaption></figure>

If you make a change to your digital course materials, you will need to review your institution's student choice policy terms and conditions. If you agree to the terms, check the box, and click **Save** to apply the changes.

<div align="left"><figure><img src="/files/lQWsgiOtbMh96Ac6BcZU" alt="Policy details box and save button once student choice has been made"><figcaption></figcaption></figure></div>

If changes are made without saving, a **pop-up warning** will appear.

<div align="left"><figure><img src="/files/Aw92I9UO1WoNuBA7F6To" alt="Pop up warning if changes are made without saving" width="374"><figcaption></figcaption></figure></div>

You will receive an **email notification** confirming your choice. The email notifications will contain a link to return to Order Tool if you wish to change your choice while the **student choice period** is open.

<div align="left"><figure><img src="/files/KCBCMMTGCFyAqE20jNfb" alt="Receipt showing student choice" width="563"><figcaption></figcaption></figure></div>


# Entitlements

Order Tool’s entitlements feature informs purchasing decisions made by students or program administrators (on the behalf of a student) based on whether or not they have an existing and valid entitlement for the course material.

An **entitlement** is a record established upon purchase of a title by a student or on behalf of a student (i.e. payment waiver). Once purchased, students are entitled to access a title for the length of time defined by our publisher agreements or the publisher themselves. An entitlement is valid for a section if the entitlement end date is on or after the instruction end date for the section.

This feature prevents students from re-purchasing course materials they are already entitled to access. It delivers a purchase history view that demonstrates all student purchases from current and past academic terms.

In Order Tool, the entitlements feature is used by two key users: [**students**](/products/content/unizin-order-tool/entitlements/entitlements-students) and [**program administrators**](/products/content/unizin-order-tool/entitlements/entitlements-program-administrators).

### Prevent re-purchase of course materials when a student has an entitlement <a href="#entitlements-preventre-purchaseofcoursematerialswhenastudenthasanentitlement" id="entitlements-preventre-purchaseofcoursematerialswhenastudenthasanentitlement"></a>

If a student has an existing and valid entitlement for a course material that is being offered, the student will be prevented from re-purchasing that material. If it is an eText, the course material will be delivered to the student, for that section, in Engage.

### Automatically declined offers for billing purposes <a href="#entitlements-automaticallydeclinedoffersforbillingpurposes" id="entitlements-automaticallydeclinedoffersforbillingpurposes"></a>

Once the **bill-after date** has passed for a section, an entitlement is automatically captured for each finalized student purchase. The entitlement describes how long a student may access the digital course material before re-purchasing it.

If a student has a valid and existing entitlement and, therefore, does not need to re-purchase the course material in order to receive it, this is described in the [Final declined offers feed](/products/content/unizin-order-tool/implementation/final-declined-offers-feed) as an automatically declined offer. This feed is delivered to institutions so that students may be billed accurately.


# Entitlements (Program Administrators)

As a program administrator, you may determine [which students should not be billed](/products/content/unizin-order-tool/implementation/final-declined-offers-feed) for course materials based on whether the student has an existing and valid entitlement. In addition, you can view student purchase history to assist in answering billing questions from students regarding their purchases.

There are a few key concepts which relate to entitlements:

* **Entitlement.** Proof of purchase. Entitlements are records established upon purchase of an offer by a student or on behalf of a student (i.e. payment waiver).
* **Offer.** A title, associated with a particular term and section, that has a price and length of access. Students can accept or decline an offer.
* **Length of access.** Determines the period of time students may access a digital course material once purchased. Length of access is specific to each offer of a digital course material and is defined by the publisher. All eText materials have a length of access equal to the duration of the student’s institutional enrollment. Length of access for Digital Learning Tools (DLTs) varies.

### Review a student’s purchase history <a href="#entitlements-programadministrators-reviewastudentspurchasehistory" id="entitlements-programadministrators-reviewastudentspurchasehistory"></a>

As a Program administrator, you may review a student’s purchase history in Order Tool. In the “Purchase History” view for each student, you can see which digital course materials the student has purchased, the term they were purchased, and how long the student is entitled to access them. You can also see the cost of each course material and total savings for the student based on the purchase price (as compared to the print list price). [Students](/products/content/unizin-order-tool/entitlements/entitlements-students) may also view their purchase history.

In order to view a student’s purchase history, navigate to the “Students” tool. When you have identified the student you wish to review, click on the "view" link.

<figure><img src="/files/A6qXCIAOHOtzmoILST6J" alt="Students view for Program Administrators highlighting the view button on a specific student"><figcaption></figcaption></figure>

You'll be presented with the “Courses” and “Purchase History” options. Select “Purchase History” to review the student’s digital course material purchases.

Purchase History view:

<figure><img src="/files/e8O0FuIXWJ3o2LxLY7KD" alt="Purchase history view of a single student for Program Administrators"><figcaption></figcaption></figure>


# Entitlements (Students)

An entitlement is a "proof of purchase" receipt for your digital course materials. Entitlements are records established upon purchase of a digital course material.

You will receive an entitlement to a digital course material if you [accept the offer](/products/content/unizin-order-tool/student-choice) and purchase the material. Once your purchase is made final, the entitlement is captured and the course material will be included in your purchase history. Purchases are made final once the bill-after date has passed for the section. This date varies for each institution but typically corresponds with the add-drop deadline for the course.

Each entitlement describes how long you may access the material before needing to re-purchase it. Once purchased, all eText materials are available to you for the duration of your institutional enrollment. The length of access for Digital Learning Technology (DLT) materials, which include courseware and homework platforms, vary by title and publisher. Length of access information is specified for each title in your purchase history.

### Review purchase history <a href="#entitlements-students-reviewpurchasehistory" id="entitlements-students-reviewpurchasehistory"></a>

As a student, you may view your purchase history in Order Tool. In the “Purchase History” view, you can see the digital course materials you have purchased, the term the material was purchased, and how long you have access to it. You can also see the purchase price of each course material and your total savings based on purchases made through your institution’s digital content program.

In order to view your purchase history, navigate to the “My Account” menu, then select the “Purchase History” view.

<figure><img src="/files/e8O0FuIXWJ3o2LxLY7KD" alt="Purchase history view for a student"><figcaption></figcaption></figure>

Once a purchase has been made final, it will be included in your purchase history.


# Catalog Tool

* [Background](#catalogtool-background)
* [Overview](#catalogtool-overview)
  * [Navigating to the Catalog Tool](#catalogtool-navigatingtothecatalogtool)
  * [Interacting with Catalog Search Results](#catalogtool-interactingwithcatalogsearchresults)
    * [Filtering Results](#filtering-results)
    * [Sorting Results](#sorting-results)
    * [Pricing Information and More Details](#pricing-information-and-more-details)
* [Frequently Asked Questions](#catalogtool-frequentlyaskedquestions)

## Background <a href="#catalogtool-background" id="catalogtool-background"></a>

In Order Tool, there are two concepts of a catalog:

1. **Public Catalog**: The public catalog contains a master inventory of all content items that have ever been or are currently on offer at an institution.
2. **Offer Catalog**: This catalog is derived from the master catalog and only contains content items that are on offer for the particular term it is generated for.

The Catalog Tool enables Program Administrators, Instructors, and Course Coordinators to search against the Public Catalog to find information around pricing (current and historical, if available), deliverability of content, and ISBNs associated with a title. This tool can be leveraged to look into any concerns about contents on offer that Order Tool users come across.

## Overview <a href="#catalogtool-overview" id="catalogtool-overview"></a>

### Navigating to the Catalog Tool <a href="#catalogtool-navigatingtothecatalogtool" id="catalogtool-navigatingtothecatalogtool"></a>

To access the Catalog Tool, the user shall navigate to the **Header** and select **Catalog**.

<div align="left"><figure><img src="/files/qAVVkB7QzyEnd7Piqf5N" alt="Order Tool menu bar with Catalog tool highlighted"><figcaption></figcaption></figure></div>

Once selected, the user will have the ability to query the **Public Catalog** by the title, publisher, ISBN, or any material data to find titles and any available information about them.

<figure><img src="/files/wLnoi1HMYdwzRWPnbd75" alt="Filters shown on the public catalog tool"><figcaption></figcaption></figure>

### Interacting with Catalog Search Results <a href="#catalogtool-interactingwithcatalogsearchresults" id="catalogtool-interactingwithcatalogsearchresults"></a>

The user can refine their search either by editing the search query or by using the provided filters.

<figure><img src="/files/gXu7Y0FiTV8pR5TFDVW8" alt="Filters shown when searching in the catalog tool"><figcaption></figcaption></figure>

#### **Filtering Results**

The user can filter the results by Publishers and Material Type. For the Publishers filter, the user can select the names of the publishers the user would like to refine the results by. The user can also select the types of material they would like to refine the results by. At present, the two material types supported in Order Tool are "DLT" and "eText".

#### **Sorting Results**

Results of content are displayed based on a best match query. The user can sort the results by Title by navigating to the "Sort by" drop-down menu and selecting "Title A-Z" or "Title Z-A."

#### **Pricing Information and More Details**

The student price, publisher price, and percent savings for each material will be provided on the right side of the window.

<figure><img src="/files/1YNH08drzQMCKSnNgKi8" alt="Prices shown for each search result"><figcaption></figcaption></figure>

To view more details of a content item, a user may click on the material to present additional information.

<figure><img src="/files/Qih3UbqaZrt7h6voGSc6" alt="Side bar pop out with more details on an individual material"><figcaption></figcaption></figure>

Details for Pricing History for all available catalog offers for a term, percent savings, and the offer price to publisher price comparisons are presented from most recent to oldest. Student savings are calculated based on the difference between the list price and Unizin's program price. Prices may vary by term. Note: Pricing History is only available to Program Administrator profiles.

<figure><img src="/files/DotVhezgjR58ICLbdHsD" alt="Pricing history table inside the more details pop out"><figcaption></figcaption></figure>

Selecting "Report an issue" will allow a user to directly contact Unizin Support to communicate any issues with the Catalog. Note: The Report an issue feature is only available to Program Administrator profiles.

<figure><img src="/files/1W7uzZ1kpXo9poELLkDy" alt="Report an issue form"><figcaption></figcaption></figure>

Selecting a content item will provide further details on any of the following information (if available):

* Estimated Delivery Time (visible to Program Administrators only)
* Title exemption toggle menu (visible to Program Administrators only)
* Student's average price and publisher's average price
* Student Price and Student Savings (Current and Historical) (visible to Program Administrators only)
* Additional ISBNs
  * Searchable
  * Print
  * Digital purchase
* Author(s)
* Description

<figure><img src="/files/FxW7xYUSyQPxNvQ3AgOY" alt="Full view of the side bar pop out with more details on a material"><figcaption></figcaption></figure>

## **Frequently Asked Questions** <a href="#catalogtool-frequentlyaskedquestions" id="catalogtool-frequentlyaskedquestions"></a>

**How often is the Public Catalog in the Catalog Tool updated?**

* The Public Catalog is updated with every new offer catalog generation and import into Order Tool.

**I found a content item in the Public Catalog Tool and see that it was available for previous terms, but I'm not seeing it offered currently for an upcoming term. Is this a mistake?**

* The Public Catalog Tool contains a master inventory of all contents that have ever been or are currently on offer (i.e., in the catalog in the Courses view) for the institution. It is not uncommon for the availability of contents to change term-by-term. If you'd like to request the content for an upcoming term, please submit a **content request**.


# Schedule of Classes

* [Background](#scheduleofclasses-background)
* [Overview](#scheduleofclasses-overview)
  * [Navigating to the Schedule of Classes](#scheduleofclasses-navigatingtothescheduleofclasses)
    * [Interacting with the Schedule of Classes](#interacting-with-the-schedule-of-classes)
    * [Filtering Results](#filtering-results)
    * [Sorting Results](#sorting-results)
    * [Nudging Instructors and Coordinators](#nudging-instructors-and-coordinators)

## Background <a href="#scheduleofclasses-background" id="scheduleofclasses-background"></a>

The Schedule of Classes (SoC) enables Program Administrators (PA) to monitor the activity and growth of their digital content programs with visibility into the ordering activity of users across their institutions. The SoC provides PAs with ordering information as ordering across the institution unfolds. Data is imported regularly from the institution's records to the SoC to reflect all sections and courses and whether or not they are on an order of any open ordering period.

## Overview <a href="#scheduleofclasses-overview" id="scheduleofclasses-overview"></a>

### Navigating to the Schedule of Classes <a href="#scheduleofclasses-navigatingtothescheduleofclasses" id="scheduleofclasses-navigatingtothescheduleofclasses"></a>

<div align="left"><figure><img src="/files/qPZxaMH2dUc6gv8vNCvV" alt="Order Tool menu highlighting the schedule of classes tool" width="375"><figcaption></figcaption></figure></div>

#### **Interacting with the Schedule of Classes**

<div align="left"><figure><img src="/files/DGlgXF7m30r7N7nGJFxA" alt="Full view of the schedule of classes course roster" width="563"><figcaption></figcaption></figure></div>

The SoC displays all sections that are visible to Order Tool and any orders that have been placed for those sections. PAs can filter and sort classes, so they can monitor and direct the ordering processes for each section.

The following image is a brief summary of the filters and functions available from the main page of the SoC.

<div align="left"><figure><img src="/files/Uu9tshyAII8Av9YdE1S0" alt="Different features inside the schedule of classes tool" width="563"><figcaption></figcaption></figure></div>

#### **Filtering Results**

PAs can filter the results by Course Subject and Instructor Name. For the Course Subject filter, PAs can type the course subject name into the drop-down field. For the Instructor Name filter, PAs can either type the first name, last name or both into the field. This filter is *not* case-sensitive.

#### **Sorting Results**

PAs can sort the results by the columns presented: either the CSN (short for Course Subject & Number), the Section (pulled from the class\_number data values via the data integration), the Section Type, Instructor(s), or Order ID. In order to sort the results by any of these columns, simply navigate to the name of the column and click it.

#### **Nudging Instructors and Coordinators**

Once any number of sections have been selected from the SoC results view, the Send Message button will be clickable. Clicking on that button will open the Email page, which allows PAs to contact any or all of the Coordinators and Instructors associated with the selected Section(s).

<div align="left"><figure><img src="/files/435aYW34yPsCl6VcU3jF" alt="Features showing how to use the email feature" width="563"><figcaption></figcaption></figure></div>

All Instructors and Coordinators are selected by default:

<div align="left"><figure><img src="/files/58dJAIqmnyt9BTvzz5uO" alt="Checkboxes showing which instructors to send a message to" width="563"><figcaption></figcaption></figure></div>

The Templates button allows PAs to save an existing message as a template that can be used again by any PA at your institution. All templates are shared between all PAs at an institution. Adding or deleting templates will affect all PAs and access to that template.\
\
Once an email has been sent, all selected recipients will receive a message containing the Subject and Message text from the SoC tool and a button linking to the Order Tool.

<div align="left"><figure><img src="/files/09t3TYMdhwnu59wwONwM" alt="Email template workflow" width="563"><figcaption></figcaption></figure></div>

Once an email has been sent, all PAs at your institution will receive an email notification. This is provided as a means to avoid multiple PAs contacting the same Instructors and Coordinators.

<div align="left"><figure><img src="/files/zmDewc6YU8vIU350vHDT" alt="Response message once an email has been sent" width="563"><figcaption></figcaption></figure></div>


# Content Request Tool

* [Background](#contentrequesttool-background)
* [Navigating to the Content request tool](#contentrequesttool-navigatingtothecontentrequesttool)
* [Anatomy of a Content request](#contentrequesttool-anatomyofacontentrequest)
  * [Submitted](#contentrequesttool-submitted)
  * [Researching](#contentrequesttool-researching)
  * [Approved](#contentrequesttool-approved)
  * [Denied](#contentrequesttool-denied)
  * [Cancelled](#contentrequesttool-cancelled)
  * [Comments](#contentrequesttool-comments)
* [Interacting with the Content request tool](#contentrequesttool-interactingwiththecontentrequesttool)
  * [Roles and permissions](#contentrequesttool-rolesandpermissions)
  * [Filtering results](#contentrequesttool-filteringresults)
  * [Searching](#contentrequesttool-searching)
  * [Sorting results](#contentrequesttool-sortingresults)
* [Inspector information](#contentrequesttool-inspectorinformation)
* [Report an issue](#contentrequesttool-reportanissue)
* [Email notifications](#contentrequesttool-emailnotifications)

## Background <a href="#contentrequesttool-background" id="contentrequesttool-background"></a>

Instructors, Course coordinators, and Program administrators may submit **content requests** when a catalog item they wish to use is not available in the master catalog. A **content request** is just that – a user-submitted request for a particular content title. When Unizin Publisher Services receives a content request, it begins investigating whether and how Unizin can deliver that content under its publisher agreements.

The **Content request tool** enables Instructors, Course coordinators, and Program administrators to stay on top of content requests – their status, going about dialog, etc. Unizin considers content requests to be customer service requests for content titles. The Content request tool helps manage the service request, which can sometimes take weeks or months to fulfill or otherwise make a determination about.

## Navigating to the Content request tool <a href="#contentrequesttool-navigatingtothecontentrequesttool" id="contentrequesttool-navigatingtothecontentrequesttool"></a>

To access the Content request tool, the user shall navigate to the **Header** and select the **Order** menu and click **Content Requests**.

<div align="left"><figure><img src="/files/0Xsldzu0M64CnpVwEA6e" alt="Order Tool menu showing how to navigate to the Content Requests page" width="150"><figcaption></figcaption></figure></div>

## Anatomy of a Content request <a href="#contentrequesttool-anatomyofacontentrequest" id="contentrequesttool-anatomyofacontentrequest"></a>

Once submitted, all Content requests are given a **status** which helps track their progress through the Content Request Lifecycle. The details can be displayed or hidden by using the toggle on the right. The following are the possible statuses of a content request:

### **Submitted** <a href="#contentrequesttool-submitted" id="contentrequesttool-submitted"></a>

The content request was submitted by the user and is not yet under review.

<div align="left"><figure><img src="/files/GrRICkABuHI5ZTlcT9Dr" alt="Content request with a shown status of submitted"><figcaption></figcaption></figure></div>

### **Researching** <a href="#contentrequesttool-researching" id="contentrequesttool-researching"></a>

Unizin Publisher Services is now reviewing the request and researching whether we can deliver the content.

<div align="left"><figure><img src="/files/GGNfVRL7SbeUYgUQpvIx" alt="Content request with a shown status of researching"><figcaption></figcaption></figure></div>

### **Approved** <a href="#contentrequesttool-approved" id="contentrequesttool-approved"></a>

The content request is approved, meaning it will be delivered as part of its order.

<div align="left"><figure><img src="/files/Ji9ZDn3RUMHb17JEhlTo" alt="Content request with a shown status of approved"><figcaption></figcaption></figure></div>

### **Denied** <a href="#contentrequesttool-denied" id="contentrequesttool-denied"></a>

Unizin Publisher Services has denied the request. It cannot be delivered.

<div align="left"><figure><img src="/files/6PhUi9Q0VH2V3sxi1aJD" alt="Content request with a shown status of denied"><figcaption></figcaption></figure></div>

### **Cancelled** <a href="#contentrequesttool-cancelled" id="contentrequesttool-cancelled"></a>

The user has cancelled the content request.

<div align="left"><figure><img src="/files/M2pElWeY85d7zjB4GXzm" alt="Content request with a shown status of cancelled"><figcaption></figcaption></figure></div>

In various parts of Order Tool, the status of a content request will be both an icon and a label. The status icons are useful shortcuts to identify a status, filter by it, etc.

### Comments <a href="#contentrequesttool-comments" id="contentrequesttool-comments"></a>

Unizin Publisher Services will provide updates to a content request by changing its status or by adding **comments** to the content request. These comments will be used to update the user about whether Unizin can fulfill a content request or not. Comments connected to a content request are presented in many places in Order Tool.

<div align="left"><figure><img src="/files/GGNfVRL7SbeUYgUQpvIx" alt="Content request with the comments section shown"><figcaption></figcaption></figure></div>

## Interacting with the Content request tool <a href="#contentrequesttool-interactingwiththecontentrequesttool" id="contentrequesttool-interactingwiththecontentrequesttool"></a>

The Content request tool offers centralized management of the content requests for one or more academic terms at one or more campuses.

### Roles and permissions <a href="#contentrequesttool-rolesandpermissions" id="contentrequesttool-rolesandpermissions"></a>

The Content request tool grants different privileges to users based on their role and permissions:

* **Program administrators** are able to see all content requests for all terms and campuses.
* **Course coordinators** are permitted to see all content requests for sections that they are permitted to manage.
* **Instructors** are permitted to see all content requests for sections that they're assigned to teach.

In short, the Content request tool follows the same permissions applied across Order Tool for Instructors, Course coordinators, and Program administrators.

### Filtering results <a href="#contentrequesttool-filteringresults" id="contentrequesttool-filteringresults"></a>

Once inside the Content request tool, users may apply filters to narrow down the list of content requests they review.

There are three main filtering options:

* **Term & Campus**: based on their affiliation with an order, all content requests can be filtered by an academic term and/or campus.
* **Key Terms:** users may input key terms, which are matched against attributes of the content request.
* **Status:** all content requests have a workflow status (e.g., Submitted, Researching, etc.).

<div align="left"><figure><img src="/files/wsQRvn4XfIrKKeZN8MHZ" alt="Content Requests page showing all content requests"><figcaption></figcaption></figure></div>

### Searching <a href="#contentrequesttool-searching" id="contentrequesttool-searching"></a>

When a user inputs key terms into the search bar, Order Tool will match the terms against the **titles** of content requests.

### Sorting results <a href="#contentrequesttool-sortingresults" id="contentrequesttool-sortingresults"></a>

A sorting menu enables users to sort their content request results along two main dimensions:

* **Recent changes**. Content requests are considered changed *if*:
  * A new **comment** is added to the content request.
  * The **status** of the content request has changed (e.g., moved from "Researching" to "Approved").
* **Age.** The age of a content request is based on the date it was submitted by a user.

The sorting options enable users to sort along both dimensions above based on how recent or old the change or age is of a content request.

<div align="left"><figure><img src="/files/Kd6oL0bBBWgCXHc8vk4B" alt="Filters for content requests page" width="225"><figcaption></figcaption></figure></div>

## Inspector information <a href="#contentrequesttool-inspectorinformation" id="contentrequesttool-inspectorinformation"></a>

Users can inspect individual content requests to gain further information about their status; the order to which they're attached; and all comments related to the section. To inspect a content request, click the ellipses to bring up a menu of options.

<div align="left"><figure><img src="/files/K4jyipU68bFXbYQUj1ol" alt="Menu options on a content request" width="96"><figcaption></figcaption></figure></div>

The menu options include:

* **View details.** View more details about the Content request.
* **View** **order**. Navigate to the order summary page for the order to which this content request is attached.
* **Report an issue**. Send a support ticket to Unizin Services.

When users click **View details**, an overlay presents more information to the user.

<div align="left"><figure><img src="/files/S9b2g55awkcWpMnDJGRW" alt="More details view of an individual content request" width="317"><figcaption></figcaption></figure></div>

* The **status** of the content request.
* All user-submitted metadata for the content request.
* All comments by Unizin Publisher Services about the request.
* Information about the content request's attached Order.

## Report an issue <a href="#contentrequesttool-reportanissue" id="contentrequesttool-reportanissue"></a>

Selecting Report an Issue will allow users to directly contact Unizin Support to communicate any issues with the content requests.

<div align="left"><figure><img src="/files/VMNIgetnXyTVBdXlcyRI" alt="Content requests page highlighting how to report an issue"><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="/files/834YbL0IK5kqU6lMG08f" alt="Report an issue form"><figcaption></figcaption></figure></div>

Order details of a particular content request are captured in the drop-down menu. Click on "Show order details" underneath the Content Request title and status information. Order details of a content request may be useful for users to locate if you wish to report an issue, as they are associated with the content request and its attached order.

<figure><img src="/files/kRN3kWtqjbSAMN3NEDKZ" alt="Report an issue form with a content request selected"><figcaption></figcaption></figure>

Users may also report an issue or provide feedback directly from the Content requests interface by clicking the megaphone icon, located at the bottom left of the page view.

<div align="left"><figure><img src="/files/56pfMOKLgB6gjIwY7cLO" alt="Content requests page with the megaphone icon shown"><figcaption></figcaption></figure></div>

A menu will appear and a user may directly contact Unizin Support to offer feedback or report an issue.

<div align="left"><figure><img src="/files/3fMHL6ZlSGYnKFYifnvM" alt="Report an issue form" width="334"><figcaption></figcaption></figure></div>

## Email notifications <a href="#contentrequesttool-emailnotifications" id="contentrequesttool-emailnotifications"></a>

Users who place an order with an attached content request will receive email notifications when a content request **status** is updated by Unizin Publisher Services.

When an order is placed in the Order Tool, an order confirmation receipt is generated and delivered to the user who submits the order. Details pertaining to the content requests associated with the order are listed toward the bottom of the email notification summary.

<div align="left"><figure><img src="/files/mouyraxbrNVsZa8CwOX2" alt="Receipt for submitting a content request"><figcaption></figcaption></figure></div>

When a content request **status** is updated from **Submitted** to **Researching**, an email notification is delivered to the user who submits the order. A comment may be provided by Unizin Publisher Services to describe further information.

<div align="left"><figure><img src="/files/nOXuG86Tw0ofgyxCpdRT" alt="Receipt when the status of a content request has been changed"><figcaption></figcaption></figure></div>

When a content request **status** is updated from **Researching** to **Approved**, an email notification is delivered to the user who submits the order. A comment may be provided by Unizin Publisher Services to describe further information. Note how the previous content request **status** comment will appear at the bottom of the email notification and the most recent status comment for the content request is listed under the New Comment box.

<div align="left"><figure><img src="/files/GcumYMlt8PFNIhtXjJug" alt="Receipt for when the status of a content request has been changed"><figcaption></figcaption></figure></div>

When a content request **status** is updated from **Researching** to **Denied**, an email notification is delivered to the user who submits the order. A comment may be provided by Unizin Publisher Services to describe further status information. Note how the previous content request **status** comment appears at the bottom of the email notification and the most recent status comment for the content request is listed under the New Comment box.

<div align="left"><figure><img src="/files/K45wr51Qq7XwBftvjnNP" alt="Receipt for when the status of a content request has been changed"><figcaption></figcaption></figure></div>

When a content request is **Cancelled**, an email notification is delivered to the user who submits the order. Details of the cancelled content request will appear at the top of the notification receipt.

<div align="left"><figure><img src="/files/sb57pZcPm7v2m2DNNvGd" alt="Receipt for when the status of a content request has been changed"><figcaption></figcaption></figure></div>

A user may cancel a content request, prior to submitting a new order, by selecting the red (X) icon from the Order Summary checkout page.

<div align="left"><figure><img src="/files/G97zELjdVaWEb7Pf1ybA" alt="Arrow showing where to cancel a content request"><figcaption></figcaption></figure></div>

A user may also cancel a content request after they submit an order by going back to edit the order.

<div align="left"><figure><img src="/files/E2Ic5YO2o8tO6nQOnq8k" alt="Showing how to edit an order and remove a content request"><figcaption></figcaption></figure></div>

The user may edit an order to remove a content request that was previously submitted. Note: this action is limited by an Institution's ordering period. Instructors and Coordinators may edit an order *if* the ordering period window is open. Program administrators may edit an order at any time.

<div align="left"><figure><img src="/files/3F9on8W0eGuFQ9sEqYMJ" alt="Arrow showing how to remove a content request from an order that has already been placed"><figcaption></figcaption></figure></div>

A user must click the "I agree" checkbox and then click the "Submit order" button to save any edits that are made to an order.

<figure><img src="/files/aN0dcnYPohZTchkhLTWm" alt="I agree checkbox and submit order button"><figcaption></figcaption></figure>


# Order Tool Dashboard

Institution specific ordering data from the Order Tool can be visualized in a Google's Looker Dashboard for Program Administrators.

The Order Tool Dashboard has four views:

## View 1

This view demonstrates the amount of orders that each profile has submitted, as well as the percentages of Course Coordinators and Instructors with at least one order.

<figure><img src="/files/mcoiXM8Grv9t7NFb4ub4" alt="View 1 showing the total number of orders placed by each persona"><figcaption></figcaption></figure>

## View 2

This view demonstrates the growth of orders by SIS term and shows the percentages of Course Coordinators and Instructors with at least one order.

<figure><img src="/files/3gtXUCkqWS2UNShFTJzp" alt="View 2 showing different charts showing number of orders placed by each persona over time"><figcaption></figcaption></figure>

## View 3

This view demonstrates the amount of sections and courses that have at least one order, grouped by SIS Term ID.

<figure><img src="/files/BStGFva3dvhG0d5nQE1h" alt="View 3 showing the number of courses and section on order for a given term"><figcaption></figcaption></figure>

## View 4

This view demonstrates a list of all active profiles with Program Administrator permissions and Course Coordinator permissions, respectively.

<figure><img src="/files/QWLLUnM5MJgv0Nhq3qxt" alt="View 4 showing the active profiles with program administrator and course coordinator permissions"><figcaption></figcaption></figure>

## View 5

This view demonstrates a list of any order that contains both an eText and DLT from the same publisher. This can be used to determine orders where the orderer may have accidentally ordered the eText and DLT of versions of the same title.

<figure><img src="/files/OGanSHYsugSIKFvvwZmb" alt="View 5 showing a table with any order that has both an eText and DLT from the same publisher on it"><figcaption></figcaption></figure>

### View 6

This view demonstrates a list of instructors who have placed an order in a chose term, but have not yet placed any orders in a different chose term. This view is intended to be used to send reminders to instructors who are likely to place an order, but have not yet done so.

<figure><img src="/files/MUu5QmTOFQNydYW8AFEc" alt="View 6 showing users who have placed orders in previous terms, but not current term(s)"><figcaption></figcaption></figure>

{% hint style="info" %}
Data on this dashboard is updated twice per day: at 5am EST and 3pm EST.
{% endhint %}

## The following data are pulled from the Order Tool to populate the dashboard:

| Column name                | Data type | Definition                                                                                                                                                                                                                                                            |
| -------------------------- | --------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| is\_active                 | Boolean   | If “true,” the profile is active.                                                                                                                                                                                                                                     |
| is\_admin                  | Boolean   | If “true,” the profile has program administrator ordering permissions.                                                                                                                                                                                                |
| is\_coordinator            | Boolean   | If “true,” the profile has at least one course coordinator ordering permission.                                                                                                                                                                                       |
| is\_instructor             | Boolean   | If “true,” the profile has instructor ordering permissions.                                                                                                                                                                                                           |
| network\_id                | Text      | The "network\_id" for a user is the identifier released by your Institutions' Identity Provider in a Single Sign-on integration. In a Shibboleth implementation, this value must be identical to the EPPN attribute released by your Institution's Identity Provider. |
| last\_name                 | Text      | The SIS provided last name for a user.                                                                                                                                                                                                                                |
| first\_name                | Text      | The SIS provided first name for a user.                                                                                                                                                                                                                               |
| sis\_term\_id              | Text      | The unique and immutable SIS ID for the Term; e.g., "201890."                                                                                                                                                                                                         |
| term\_name                 | Text      | The name of the SIS term.                                                                                                                                                                                                                                             |
| sis\_user\_id              | Text      | The unique and immutable SIS ID for the individual user.                                                                                                                                                                                                              |
| profile\_id                | Text      | The unique and immutable Profile ID for the individual user in Order Tool.                                                                                                                                                                                            |
| has\_teaching\_assignments | Boolean   | If “true,” the profile has at least one teaching assignment.                                                                                                                                                                                                          |
| order\_id                  | Text      | The unique and immutable Order ID for an individual order.                                                                                                                                                                                                            |
| sis\_section\_id           | Text      | The unique and immutable SIS ID for the Term; e.g. "201890-22-BIO-101-0001" or "4205-30855". This key is used to uniquely identify sections upon import into Order Tool.                                                                                              |
| sis\_course\_id            | Text      | The unique and immutable SIS ID for the Course; e.g., "201890-22-BIO-101."                                                                                                                                                                                            |
| publisher\_name            | Text      | The name of the content item’s publisher.                                                                                                                                                                                                                             |
| title                      | Text      | The title of a content item that is on the order.                                                                                                                                                                                                                     |

{% hint style="info" %}
Please contact [Unizin Services](mailto:services@unizin.org) if you would like to set up this dashboard for your institution.
{% endhint %}

<br>


# Vendor Sandbox Tenant

Unizin offers a Vendor Sandbox Tenant to our vendor partners. This tenant contains anonymized student information system (SIS) data and runs on the same version as our institutional production tenants. The catalog items and offers mirror those available to our institutions, but the offer prices are defaulted values and do not reflect actual offer prices.

The purpose of this tenant is for our vendor partners to experience the [ordering process as an instructor](/products/content/unizin-order-tool/courses-and-ordering/place-an-order) and the [purchasing process as a student](/products/content/unizin-order-tool/student-choice). The same instructor and student credentials are available to be used by all of our vendor partners. Please reach out to the [Unizin team](mailto:services@unizin.org) for credentials. These credentials may not be shared outside of your organization.

In addition, vendor partners may also use this tenant to review their catalog items and offers in our marketplace. The Vendor Sandbox tenant is not meant as a staging environment for offer catalogs each term, but instead, it might be used for vendor partners that are new to our marketplace, considering joining our marketplace, or reviewing how their catalog items and offers appear at a high-level. If you are new or considering joining our marketplace, your catalog items and offer may not be included in this tenant. Please coordinate with the Unizin team to add your catalog items and offers so that you may review and iterate as needed.

The Vendor Sandbox Tenant will be occasionally refreshed to its default state. Any orders and content requests that are added, updated, or removed as the instructor user or purchasing decisions asserted as the student user will be erased at this time. A 24-hour notice will be provided ahead of this refresh. Please let us know at that time if you would like us to postpone the refresh for any reason.

For any additional questions or feedback, please reach out to the [Unizin team](mailto:services@unizin.org).

Receiving a "Forbidden" error? This is a known redirect error that can occur when you log out of the Order Tool application. To resolve the error, simply clear your browser cache.


# Institution Support

Helpdesk Support for Order Tool Users

## Institution's Support Responsibilities

### **Helpdesk Support for Order Tool Users** <a href="#institutionssupportresponsibilities-helpdesksupportforordertoolusers" id="institutionssupportresponsibilities-helpdesksupportforordertoolusers"></a>

#### Tier 1 Support <a href="#institutionssupportresponsibilities-tier1support" id="institutionssupportresponsibilities-tier1support"></a>

Unizin is committed to providing excellent support. To do this, we coordinate with your institution’s Helpdesk to ensure an efficient and responsive workflow. For Order Tool-related issues, your institution is the first source of support. This institution-level support will complement all other IT/HelpDesk support the institution already provides its users. Some common user support requests include questions about connectivity, user permissions, basic functionality, how to place an order, how to cancel an order, etc.

#### Tier 2 Support <a href="#institutionssupportresponsibilities-tier2support" id="institutionssupportresponsibilities-tier2support"></a>

Unizin will provide support to your institution's Helpdesk for issues that need to be escalated for further assistance.

**Other support articles:**

[Unizin Customer Support](/support-and-training#user-help-and-support)




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