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Evolve andTransition
Bookshelf Redesign Thrive
Guide
August 2021

1
New Bookshelf Reader Design and
Features Coming Summer 2021

VitalSource is excited to launch new enhancements to the Bookshelf

Reader experience, in response to learner feedback. These will be live in
summer 2021.

2
What to Expect for Bookshelf
in Summer 2021

Bookshelf will have a streamlined, modern design and new study features to
improve the learner reading experience.

3
What’s Changing in Bookshelf
in Summer 2021?

VitalSource is redesigning the Bookshelf reader experience with a

clean, distraction-less design. We’re excited to release the following
new study features:

1. Integrated search 3. New dedicated workbook

2. Improved table of contents 4. Margin note-taking
navigation

4
Why These Changes?

VitalSource conducted extensive user testing of the Bookshelf Reader in

Spring 2020. All new changes are inspired by learner feedback. We applied
this research to prototypes and shared them with users who offered Insights
and confirmed the direction and scope.

5
How Will VitalSource Roll Out This Update?

Bookshelf will roll out this update systematically across apps and online.
Publishers and institutions with branded sites will be updated to the new
design between July-August 2021. Your customer success manager will be
in touch regarding the timing.

Note: Deep links and other integrations will not be affected by this change. The library experience will look and stay the same.

6
What Else is Changing
What Are My Next Steps?
on Bookshelf?

A few features will no longer be available, or Please review the full transition guide for
have evolved, as part of 2021 enhancements. documentation on using the new Bookshelf features.

Reach out to your customer success manager for

Assignments (no longer available) information on thesechanges.

Library filters/collection (no longer available) We will continue to reach out throughout the spring to
ensure you have everything you need to communicate
Review Mode (will be a part of Margin Notes) these exciting changes to your users.

7
8
Bookshelf Reader Refresh Transition Guide: Online

This guide will describe the updated interface for the Bookshelf Reader
refresh. It will show images of the new reader, as well as details on how the
new interface will function. The goal of this guide is to provide institutions,
publishers, corporations, and professional partners adequate information
about the depth and scope of this redesign and aid in updating any user-
facing documentation for a successful launch.

9
Legend:
1. Library
2. Table of Contents
3. Search
4. Notebook
5. Flashcards
6. Labs
7. Figures Panel
8. Settings
9. Go to Page
10. Make Bookmark
11. Scrubber
12. Print
13. Display Options
14. Read Aloud
15. Fast Highlighter
16. Citation
17. Copy Page URL

10
New Features

Edit and view Notes and Highlights in-

line with our new margin notes feature.
For new notes and highlights:

Select text, pick a highlight colour, and

click Add Note.

Create and edit note in the margin.

For existing note review:

Click caret on top right to expand or collapse

the margin.

Click on a note to edit.

11
 Table of Contents

Interface Updates Upon Reader Launch, the Table of Contents (TOC) will
open automatically.

Select any entry in the TOC to navigate to the location

in the book.

Clicking the caret will expand the TOC node.

Use the Expand or Collapse buttons to expand or collapse

all TOC nodes.

Note: Users will see the TOC automatically close when they activate
right hand panel options unless they have a mega monitor. TOC search
is now present in the search panel and no longer available in this panel.
Table of Contents

Opening the … menu in the TOC will present the following options:

Citation, moved from the bottom right of the scrubber

Download Offline, moved from the settings menu

Copy Page, moved from the bottom right of the scrubber

Note: Citation, Download Offline, and Copy Page functionality will not change.

Interface 13
Updates
Integrated Search

Search now integrates results from

Content, Figures, and Workbook.
Click on the search icon in the top right to activate Bookshelf Search.

Entering a search term yields matches from the Content, Figures, and
Workbook.

Clicking carets expand and collapse search results grouped by

chapter.
Expand or Collapse buttons will expand or collapse all chapter nodes.

Clicking a search term will navigate to the term within the book.

Note: The Figures panel is being replaced with this integrated search experience.

Interface 14
Updates
Integrated Search

Note: Search will save and display your

recent searches as well as provide a
type-ahead with suggestions from the
table of contents.

Interface 15
Updates
Workbook

Contains Annotations (previously

called Notebook), Bookmarks, and
Flashcards.
Annotations are grouped by chapter.

Clicking Export allows a user to print their notes and highlights or

export them to OneNote.

Selecting a highlighter colour dot will filter annotations by highlighter.

The + opens the Reader Preferences modal allowing users to add or

edit highlighters.

Expand or Collapse buttons will expand or collapse all chapter nodes.

Clicking a highlight will navigate a user to the highlight within the book.
Interface 16
Updates
Workbook

Add or edit a note by clicking on the … menu

that appears when hovering over a highlight.

Edit a note by clicking the note field.

Interface 17
Updates
Bookmarks

Clicking the + will add a Bookmark to the current page.

Selecting a Bookmark will navigate to the associated page.

Click on the trash can to delete a Bookmark.

Note: Clicking on the Bookmark at the bottom left of the screen will create a Bookmark.

Interface 18
Updates
Flashcards

There have been no changes to Flashcards

other than the new location.

Interface 19
Updates
Aa- Reader Preferences

Click on the Aa to activate Reader Preferences.

Note: These can be accessed from various places throughout the UI as well.

Interface 20
Updates
Aa- Reader Preferences

Click Highlighters to see highlightersettings

Toggle Fast Highlight on or off

Click + to add a Highlighter

Click on current Highlighters to edit

as needed

Interface 21
Updates
Aa- Reader Preferences

Click Sharing to see sharing preferences

Click Copy share link and distribute to followers for

easy sharing of public highlights.

See your followers and unfollow by clicking on the X

next to their name.

Enter a user’s email to follow shared highlights.

Note: For simplification, we are deprecating the Block feature as well as the list of
followers.

Interface 22
Updates
… Menu

Additional Reader features

(including Read Aloud, Print,
Help, and My Account) are
located in the … menu..

Interface 23
Updates
… Menu

Read Aloud
Moves to the top of the screen and is now white.

Interface 24
Updates
… Menu

Print Beta Features

New location in … menu. No feature design Currently called Labs, these are being renamed to
changes. Beta Features. Moved from side toolbar to … menu.

Interface 25
Updates
Bookshelf Reader Refresh Transition Guide:
iOS and Android Mobile Apps

This guide will describe the updated interface for the Bookshelf Reader
refresh. It will show images of the new reader, as well as details on how the
new interface will function. The goal of this guide is to provide institutions,
publishers, corporations, and professional partners adequate information
about the depth and scope of this redesign and aid in updating any user-
facing documentation for a successful launch.
Legend:
1. Library
2. Display Options
3. Read Aloud
4. Search
5. Make Bookmark
6. Table of Contents
7. Notebook
8. Scrubber
9. Go to Page
10.Bookmark Panel
11.Flashcards Panel
12.Note Icon
New Features

Edit and view Notes and Highlights

in-line with our new margin notes
feature.
For new notes and highlights:

Select text, pick a highlight colour,

and tap Add Note.

For existing note review:

Tap the note icon to display the note

Tap anywhere to open the note and
display the keyboard
T
 Table of Contents

Interface Updates Open the Table of Contents (TOC) by tapping the

hamburger menu.

Select any entry in the TOC to navigate to the location

in the book.

Tap the caret to expand the TOC node.

Use the Expand or Collapse buttons to expand or collapse

all TOC nodes.

Tap Library to go back to the library

Note: Users will see the TOC automatically close when they activate
right hand panel options unless they have a mega monitor. TOC search
is now present in the search panel and no longer available in this panel.
Integrated Search

Search now integrates results from

Content, Figures, and Workbook.

Tap the search icon in the top right to activate Bookshelf Search.

Entering a search term yields matches from the Content, Figures,

and Workbook.

Use the carets to expand and collapse search results grouped by

chapter.

Tapping a search term will navigate to the term within the book.
Note: The Figures panel is being replaced with this integrated search experience.

Interface Updates
Integrated Search

Note: Search will save and display your

recent searches as well as provide a
type-ahead with suggestions from the
table of contents.

Interface Updates
Workbook

Contains Annotations (previously

called Notebook), Bookmarks, and
Flashcards.
Annotations are grouped by chapter.

Tapping a highlight will navigate a user to the highlight within

the book

Interface Updates
Workbook

Edit a note from the

Annotations panel by swiping
left and tapping the edit icon
or long-press on the note and
selecting edit

Interface Updates
Bookmarks

Tapping the + will add a Bookmark to the current page.

Selecting a Bookmark will navigate to the associated

page.

Swipe Bookmark to delete.

Note: The Bookmark at the bottom left of the toolbar will also create a Bookmark.

Interface Updates
Flashcards

There have been no changes to Flashcards

other than the new location.

Interface Updates
Aa- Reader Preferences

Tap Aa to activate Reader Preferences.

Note: These can be accessed from various places throughout the UI as well.

Interface Updates
Aa- Reader Preferences

Navigate to Highlighters tab to view and

manage highlighters.

Toggle Fast Highlight on or off

Tap + to add a Highlighter

Select an existing Highlighter to edit as

needed

Interface Updates
… Menu

Additional Reader features

(including Markup, How To
Guide, Help, and My Account)
are located in the … menu..

Interface Updates
Bookshelf Reader Refresh Transition Guide:
Mac and Windows Desktop Apps

This guide will describe the updated interface for the Bookshelf Reader
refresh. It will show images of the new reader, as well as details on how the
new interface will function. The goal of this guide is to provide institutions,
publishers, corporations, and professional partners adequate information
about the depth and scope of this redesign and aid in updating any user-
facing documentation for a successful launch.
Legend:
1. Library
2. Search
3. Table of Contents
4. Notebook
5. Bookmark panel
6. Figures panel
7. Flashcards
8. Next page
9. Go to page
10.Make Bookmark
11.Scrubber
12.Display options
13.Print
14. Read Aloud
15.Citation
16.Copy Page URL
New Features

Edit and view Notes and Highlights in-

line with our new margin notes feature.
For new notes and highlights:

Select text, pick a highlight colour, and

click Add Note.

Create and edit note in the margin.

For existing note review:

Click caret on top right to expand or collapse

the margin.

Click on a note to edit.

41
 Table of Contents

Interface Updates Open the Table of Contents (TOC) by tapping the

hamburger menu.

Select any entry in the TOC to navigate to the location

in the book.

Click the caret to expand the TOC node.

Use the Expand or Collapse buttons to expand or collapse

all TOC nodes.

TOC search is now present in the search panel and no longer available
in this panel.
Table of Contents

Opening the … menu in the TOC will present the following options:

Citation, moved from the bottom right of the scrubber

Copy Page, moved from the bottom right of the

scrubber

Note: Citation and Copy Page functionality will not change.

Interface 43
Updates
Integrated Search

Search now integrates results from

Content, Figures, and Workbook.
Click on the search icon in the top right to activate Bookshelf Search.

Entering a search term yields matches from the Content, Figures, and
Workbook.

Clicking carets expand and collapse search results grouped by

chapter.
Clicking a search term will navigate to the term within the book.

Note: The Figures panel is being replaced with this integrated search experience.

Interface 44
Updates
Integrated Search

Note: Search will save and display your

recent searches as well as provide a
type-ahead with suggestions from the
table of contents.

Interface 45
Updates
Workbook

Contains Annotations
(previously called Notebook),
Bookmarks, and Flashcards.
Annotations are grouped by chapter.

Clicking a highlight will navigate a user to the

highlight within the book.

Interface 46
Updates
Workbook

Add or edit a note by clicking on the … menu

that appears when hovering over a highlight.

Edit a note by clicking the note field.

Interface 47
Updates
Bookmarks

Clicking the + will add a Bookmark to the current page.

Selecting a Bookmark will navigate to the associated page.

Click on the trash can to delete a Bookmark.

Note: Clicking on the Bookmark at the bottom left of the screen will create a Bookmark.

Interface 48
Updates
Flashcards

There have been no changes to Flashcards

other than the new location.

Interface 49
Updates
Aa- Reader Preferences

Click on the Aa to activate Reader Preferences.

Note: These can be accessed from various places throughout the UI as well.

Interface 50
Updates
Aa- Reader Preferences

Use the highlighters tab to view and manage

highlighters.
Toggle Fast Highlight on or off

Click the Add new highlighter

button to add a Highlighter

Click on current Highlighters to edit

as needed

Interface 51
Updates
… Menu

Additional Reader features

(including Read Aloud, Print,
Help, and My Account) are
located in the … menu..

Print
New location in … menu. No feature design
changes.

Interface 52
Updates
c

The New Bookshelf Experience

Evolve and Thrive

Bookshelf Redesign Transition Guide

August 2021

53