Generate a Textbook Adoptions report (Resource Manager)

The Textbook Adoptions report gives you access to adoption information for your textbooks.

Choose to list textbooks adopted by your state or district during a certain year or range of years, those in current adoption, or out-of-adoption. Include titles only, or titles and items.

Consider running this report prior to removing textbook titles by batch update.

To generate the report:

  1. Select Reports > Resource Reports.
  2. Under Catalog -- Resources & Items, click Textbook Adoptions. The report setup page appears.

    Resource Reports tab, Resource Reports option, Textbook Adoptions report

  3. Do any of the following:
    1. Next to Select & sort by, select Title, Publisher, or Vendor.
      Note: If you sort by vendor or publisher, titles without vendor or publisher information are not included.
    1. (Optional) Enter a range in the from and to fields.

      Notes:

      • You can limit to one title, publisher, or vendor, or a range.
        • All titles, publishers, or vendors: Leave both fields blank.
        • One title, publisher, or vendor: Enter it in both fields.
          Important: Enter the name of the primary textbook, not the supplement.
        • Up to and including a specific title, publisher, or vendor (alphabetically): Leave the from field blank, and enter it in the to field.
        • A specific title, publisher, or vendor, and all those after it (alphabetically): Enter it in the from field, and leave the to field blank.
      • You cannot use wild cards (?, *) in ranges.
    2. Next to Show, select either:
      • Titles only
      • Titles and all copies: Includes individual copy details
    3. Use the Limit by drop-down to list:
      • State Adoption: Textbooks that your state adopted in a particular year or range of years.
      • District Adoption: Textbooks that your district adopted in a particular year or range of years.
      • End Adoption: Textbooks that are in current adoption or out-of-adoption.
    4. Next to the Limit by drop-down, enter a range in the from and to fields.

      Note: You can limit to one adoption date, or a range.

      • All adoption dates: Leave both fields blank.
      • One adoption date: Enter the same date in both fields.
      • Resources adopted before and on the date in the to field: Leave the from field blank, and enter a date in the to field.
      • Resources adopted on a date and later: Enter a date in the from field, and leave the to field blank.
    5. To filter the report to branches of the Textbooks template, next to Of Resources Types, click Update.
  1. Click Run Report. Report Manager opens.
  2. When the report status is Completed, click View. The report output appears.

    Example of the Resource Manager Textbook Adoptions report

Title Information includes:

  • Title
  • State/Textbook ID
  • Publisher
  • ISBN (if more than one, the first one listed)
  • Edition
  • State Adoption year
  • District Adoption year
  • Year the adoption ends
  • State/Textbook ID

Copy Information includes:

  • Replacement price (If there is no replacement price in the title record, a double dash (--) appears.)
  • Total number of copies
  • Number of copies available
  • Number of copies checked out
  • Number of copies loaned out
  • Number of copies on order
  • Number of copies out for repairs
  • Number of copies in transit
  • Number of copies lost
  • Numbers of new, good, fair, poor, and unusable copies.

List Totals include:

  • Number of titles listed
  • Calculated replacement cost for all the copies of the titles listed (regardless of copy status)
  • Total number of copies
  • Total number of available copies
  • Total number of copies checked out
  • Total number of copies loaned out
  • Total number of copies on order
  • Total number of copies out for repairs
  • Total number of copies in transit
  • Total number of copies lost
  • Total number of copies in each condition

Copy Details include:

If you choose to Show Titles and all copies:

  • The copy details include a count for each Status, and each copy's barcode number and condition.
  • The copies are listed in order of copy status (Available, Checked Out, Loaned Out, On Order, Out for Repairs, In Transit, and Lost) and then by the copy barcode number.
  • If the copy is Checked Out, it includes the student's name, patron type, barcode number, and due date.
  • If the copy is In Transit, it includes the sending school's name.
  • If the copy is Lost, it includes the date it was lost. If it was lost by a patron, it includes the patron's name, patron type, and barcode number.