VitalSource Learn Summit
Watch the session recordings below
Day One: Build & Launch
Welcome & Overview
Kick off your VST Learn experience with a quick overview of what to expect across the three-day series. We’ll highlight how the sessions fit together and share tips to help you get the most out of your time. Whether you’re new or returning, this session will set the stage for a focused, hands-on learning experience.
Connect Fundamentals: Building a Strong Foundation
New to Connect or need a reset? This session walks you through everything you need to know—from the basics to best practices. We’ll guide you step by step through key workflows and share practical tips to help you use Connect with confidence.
Connect Item Setup: Mastering the Essentials
Build on your foundation with a deeper dive into item setup in Connect. We’ll walk through the essential workflows for creating and managing items, including how to navigate Explore and Create, understand bundles, and work through the match and verify process. We’ll also cover key considerations for partner integrations and share helpful questions you can bring to your rep to better understand courseware delivery. Whether you’re setting up items for the first time or refining your approach, this session will help you apply best practices with confidence.
Ready to Launch Part 1: Catalog Setup to Activation
Take the next step toward launch readiness. We’ll walk through the key components of preparing your catalog for activation, using our rush readiness process as a guide. We’ll cover everything from getting your catalog in the system, to reviewing essential checks across items, enrollments, and schedules, to outlining best practice timelines. Whether you’re approaching your first term or refining your process, this session will help you stay organized and move confidently toward launch.
Ready to Launch Part 2: Catalog Audits & Knowing When to Ask for Help
Continue your path to launch readiness by focusing on the final checks and support systems that help ensure a smooth activation. We’ll walk through key catalog audit steps, including content visibility across faculty and student experiences, welcome email timing and best practices, and common catalog “gotchas” to watch for. We’ll also cover LMS term syncs, course matching do’s and don’ts, and important charge file considerations. Finally, we’ll highlight when and how to leverage your escalation toolkit—including the Success Site, support channels, and your CSM—so you know exactly where to turn when you need help.
Day Two: Every Angle: Student, Store & Faculty
Student Experience: From Welcome Email to Bookshelf
Step into the student experience from start to finish. We’ll walk through how students access and engage with their course materials—from the initial welcome email to Bookshelf. You’ll explore key touchpoints along the way, including the course dashboard, My Courses view, and the full LMS experience. We’ll also break down common actions like launching content, revealing access codes, and opting out, along with what happens during launch completion. By the end, you’ll have a clear understanding of how students navigate the experience and where to focus to ensure a smooth journey.
Billing, Reporting & Analytics: Understanding the Full Picture
Understand what’s happening behind the scenes of your program. We’ll break down key billing models, including how and when students are charged, file delivery options, and important distinctions like continuous vs. batch processing. We’ll then take a deep dive into reporting, covering where to find critical data, how to interpret student and billing reports, and how to track opt-outs. You’ll also get an overview of the Financial Statement Center and a high-level look at analytics and insights to help you better understand and manage your program’s performance.
Collect Fundamentals: Building Your Foundation
Get grounded in the essentials of Collect and how it supports faculty engagement and adoption. We’ll take a closer look at key features and workflows, including a deep dive into the faculty experience, email workflows and department targeting, and how user roles shape access and actions. We’ll also cover best practices for managing workflows, using filters effectively, and leveraging department-level stats and reporting. Whether you’re new to Collect or looking to strengthen your approach, this session will help you build a solid foundation for success.
Collect Customization: Tips, Tricks & What Matters Most
Take your Collect knowledge a step further by focusing on the customizations that make the biggest impact. We’ll highlight key features and configurations—including questions, auto-approve settings, and digital-first adoption processing—and explore not just how they work, but why they matter. We’ll also walk through Course Access (CA) interest and share practical tips to help you fine-tune your approach. Whether you’re optimizing an existing setup or looking to get more out of Collect, this session will help you make informed, effective decisions.
Day Three: Be the Connector
Connecting Your Campus: Tools for Student Engagement
Explore the tools that support student success and engagement across your campus. We’ll take a closer look at Bookshelf, CoachMe, Bookshelf+, and Instructor Analytics—what they do, how they’re used, and the impact they can have on learning outcomes. You’ll leave with a clearer understanding of how to position and support these tools in ways that drive meaningful engagement for both students and faculty.
Building Campus Connections: A Real-World Case Study
See campus connection in action. We’ll explore how our Learning Solutions team can elevate the store’s role through a real-world case study with the University of Tennessee Knoxville. We’ll walk through the strategy and planning behind a successful campus engagement approach, demonstrate key faculty-facing tools, and highlight the impact of a coordinated effort. You’ll also learn how to apply these insights to build your own strategic roadmap, helping you take a more proactive and connected role on your campus.
Stay Connected: Inside the VST Community
Discover a new way to stay connected beyond your day-to-day program. We’ll introduce the VST Community and explore how it’s designed to support collaboration, knowledge sharing, and ongoing learning. We’ll walk through the goals of the community, how to engage with peers, and what you can expect from the experience. Whether you’re looking to ask questions, share insights, or learn from others in similar roles, this session will show you how to make the most of your VST network.
The Support Landscape: CS vs CE vs Support
Understand how to effectively engage with the teams that support your program. We’ll define the roles of Customer Success, Customer Enablement, and Support, and walk through when and how to reach out to each. We’ll also share best practices to help you get timely, effective assistance and build strong working relationships. By the end, you’ll have a clear roadmap for navigating your support network with confidence.
Closing Remarks and Final Questions
Wrap up your VST Learn experience with a look back at key takeaways from the series and what comes next. In this session, we’ll share final thoughts, highlight available resources, and open the floor for any remaining questions. It’s your opportunity to leave with clarity, confidence, and the connections you need to keep moving forward.
