Collection Checklist. Contact:

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1 v v v OverDrive, Inc Page 1 1 Collection Checklist With OverDrive's collection checklist, you'll be quickly up to speed with online ordering. Best of all, you'll learn how to attract users to your Virtual Branch website by creating an exciting and easy to maintain collection. Contact: training@overdrive.com

2 Agenda 1. Introduction to Content Reserve. What is 'Marketplace'? What formats are available? Licensing Options. ContentWire Newsletter. Tips & Tricks. 2. Demonstration I: Introduction. 3. Collection Checklist. 4. Demonstration II: Advanced Features. v OverDrive, Inc Page 2

3 What is 'Marketplace'? Purchase digital titles with the ease and speed of an online bookstore. It's easy! Add titles to your cart, and submit your purchase order. v OverDrive, Inc Page 3

4 What formats are available? Each OverDrive partner chooses from ebooks: A text-based digital book. EPUB / PDF. Audiobooks: A recorded reading of a book. WMA / MP3. Music: A CD that is digitized. Video: A DVD that is digitized. v OverDrive, Inc Page 4

5 Format Abbreviations Audiobooks OAB (= WMA format) Plays on: Plays on: Some include burn permission. File size is 50% of MP3. OMA (= MP3 format) Wide compatibility. ebooks EPUB (= Adobe EPUB ebooks) Plays on: Text can be resized, and 'reflows'. Wide compatibility. PDF (= Adobe PDF ebooks) Text is fixed, but can be zoomed. Music: ODM Video: ODV v OverDrive, Inc Page 5

6 What access models are available? One Copy One User Purchase one or more copies of a title. When all copies are checked out, a user may place a hold / reservation. Purchase additional copies as needed. Maximum Access Annual subscription. Each title available for simultaneous use. Always available for the user: No waiting no holds. Harper Collins ebook Model (See Appendix for more information) Each HarperCollins ebook offers 26 checkouts. After 26 checkouts the title expires unless additional copies are ordered. Maximum Access titles v OverDrive, Inc Page 6

7 Make Informed Purchases ContentWire Newsletter Each issue includes information on new releases, must-read titles, and popular best sellers! Encourage staff to sign up: or from the home page of Marketplace. Preview titles for 24 hours Free! To request, your OverDrive Project Manager. v OverDrive, Inc Page 7

8 New Supplier: Disney Digital Books A collection of Disney favorites, offers two access models to choose from: EPUB ebooks: Browse, check out, and download ebooks to a computer and transfer to an ebook reader. Disney Online Books: Online, interactive ebooks with simultaneous use. Hear words pronounced. Click on a word with the Magic Pen to hear it spoken. Find definitions with the dictionary tool. Throughout each book, there are hidden trivia challenges. Pen Puzzlers are interactive puzzles featuring your favorite Disney characters. For more information, contact collectionteam@overdrive.com Available for US and Canadian libraries. v OverDrive, Inc Page 8

9 Custom Collections on Shared Websites Use your Advantage account to Reduce waiting lists: Add more copies of popular titles to reduce waiting lists for patrons at your library. Library #1 Custom Collection Create a custom collection: Develop a collection of titles that is not part of your shared collection. Library #4 Custom Collection Shared Collection Library #2 Custom Collection Continued access: Provide access to both the shared collection and the custom collection on the same download website. Library #3 Custom Collection Who can participate? Any library that is currently a member of an OverDrive-powered shared collection. How do we sign up? For more information, us: sales@overdrive.com. v OverDrive, Inc Page 9

10 Alerts Watch for helpful alerts! Consortia with Advantage Libraries: First number is based on copies owned by all Advantage libraries, and the second is for copies owned by the consortium. v OverDrive, Inc Page 10

11 Collection Checklist 10 Steps to a Successful Digital Collection! v v v OverDrive, Inc Page 11 11

12 #1: Involve Your Staff Action Item: To schedule staff training, contact Library staff offer a key to success. Invite staff to sign up for ContentWire. Allow interested staff to create their own lists in Content Reserve. Create a Suggestion Box on your website. Encourage staff to help design and implement user surveys. v OverDrive, Inc Page 12

13 #2: Purchase from Suggested Title Lists Action Item: Try browsing a Suggested Title List, and select titles. No guess work! Let our collection team find the best sellers for you. Check out the 'Marketplace' homepage, tab features, and best sellers. Updated weekly, so check our Suggested Title Lists often! v OverDrive, Inc Page 13

14 #3: Add AudioFile Reviews Action Item: Go to Content Reserve Homepage > Premium Reviews. Watch for AudioFile reviews in Marketplace: AudioFile magazine is devoted to audiobooks, with more than 100 audiobook reviews in each issue. You can add these reviews to titles on your Virtual Branch website for free! Over 23,000 audiobook reviews are available. New reviews are added regularly. Go to Content Reserve Homepage. Select 'Premium Reviews'. v OverDrive, Inc Page 14

15 #4: Add Local Content Action Item: Contact your Project Manager for more information. Music Video ebooks Audio Upload your own content. Add free content from other libraries. OverDrive Community Reserve is a digital resource sharing service that enables participating libraries to upload, protect, and share download titles. Suggested content: Local historical documents, educational materials, locally produced video or music, or anything that will benefit users. Benefits: Increases the value of your collection. Checkouts count as circulation. v OverDrive, Inc Page 15

16 #5: Subscribe to a Maximum Access Plan Action Item: Make titles Always Available with Maximum Access. Always Available. No waitlists, no holds! Choose your supplier and subscription level. Some subscriptions offer unlimited titles for one price. Refresh the collection. Swap out a percentage of the subscription with new fresh titles. Many Maximum Access titles are high circulating. v OverDrive, Inc Page 16

17 #6: Start a Download Standing Order Plan (DSOP) Action Item: Set up a DSOP from the Quick Link in 'Marketplace'. What is DSOP? An automated way to add bestsellers to your collection every month. Why sign up? You don't have to search for the biggest books. Front list titles are added to your digital collection months in advance. Tailor DSOP to fit your monthly budget needs. How do we get started? In 'Marketplace' go to the 'Quick Links' box, and select 'Download Standing Order Plans'. v OverDrive, Inc Page 17

18 #7: Set up Holds Manager Action Item: Set up Holds Manager from the Quick Link in 'Marketplace'. What is Holds Manager? An automated way to fill digital holds. Why sign up? No searching or running reports. Holds Manager does the math for you. You can tailor a plan to your budget needs and holds ratio policy. How do we get started? In 'Marketplace' go to the 'Quick Links' box, and select 'Holds Manager'. v OverDrive, Inc Page 18

19 #8: Reach More Users with Multiple Formats Action Item: Contact for help. A diverse collection attracts more users. It's as easy as placing an order. Audiobooks: Compatible with many devices. Option to download and transfer in parts. ebooks: A great value! ebooks are an easy and inexpensive way to improve circulation. OverDrive's highest circulating format. Video: Every video includes a mobile version, optimized for mobile devices. Documentaries, feature, children's, etc. Music: Save money on CD replacements. Expand your user base. v OverDrive, Inc Page 19

20 #9: Review Reports Action Item: Contact for help with Reports. Activity Charts See popular titles and make informed purchasing decisions. Turnover Rate Charts Compare circulation activity to turnover rate statistics. Current Waiting List / Waiting List History Compare your library's current waiting list to the waiting list history to see if a title has been 'in demand' over time. Install OverDrive Dashboard A desktop application that provides quick access to real-time data from your Virtual Branch. OverDrive Dashboard v OverDrive, Inc Page 20

21 #10: Ask us for Collection Assistance Action Item: Need collection help? Contact Think of us as your Personal Shoppers! Best of all, it's FREE! Create custom select list with new titles for your review and approval. Set up a Holds Manager or Download Standing Order Plan. Questions on OverDrive Advantage. Suggestions for budgeting. New Partners We'll contact you to set up a Collection Development Profile. Lindsey Levinsohn, MLIS Karen Estrovich Marla Levine, MLIS v OverDrive, Inc Page 21

22 Try this c Log into Content Reserve: c Go Shopping. c Sign up for ordering resources: Preview: Contact your Project Manager at OverDrive. ContentWire: Sign up from the homepage of Marketplace. c Automate ordering: Download Standing Order Plans. Holds Manager. v OverDrive, Inc Page 22

23 Training Center A resource center for library staff. Presentations, recordings, and materials! Download a copy of today s presentation. Learn about OverDrive courses. View our Mobile Update recording. Download the How-To Guide for ebooks. Download our Patron Training Template. Link to our Marketing Kit. v OverDrive, Inc Page 23

24 Contact Us Collection Assistance: Training: Partner Services / Promotion: partnerservices@overdrive.com. Support: support@libraryreserve.com. Support for library staff. Please do not share this with users. Users should contact support via the link on the main Help Page of your library's Virtual Branch Website. Plus, connect with us! v OverDrive, Inc Page 24

25 Collection Checklist Appendix v v v OverDrive, Inc Page 25 25

26 HarperCollins New ebook model Each HarperCollins ebook offers 26 checkouts. After 26 checkouts, the title will no longer be available unless additional copies are ordered. HarperCollins ebooks ordered before March 7, 2011 will not be affected. Update preferences for HarperCollins titles: Profile tab > Manage Preferences. HarperCollins ebook titles can be ordered from Marketplace home page: Quick Links > License HarperCollins ebooks. Collection tab: Content Reserve Collection Tools > License HarperCollins ebooks. Alerts and reports help track checkouts for HarperCollins titles. OverDrive, Inc. 2011

27 User Rights User rights can be used to help facilitate workflow for the library's selectors. SL (Submit List) & DL (Delete List): We recommend only users who have final content approval should be assigned SL (Submit List) and DL (Delete List). MU (Manage Admin Users): This permission should be restricted to one or two staff. It allows a user to create additional logins and potentially enable additional permissions. OverDrive Community Reserve: 'Local Collection' and 'Manage Collection' rights are needed. For more information, go to: Content Reserve > Support tab > User Rights Documentation. Content Reserve > Users tab v OverDrive, Inc Page 27

28 Consortium Invoicing: Selectors submitting orders for a single location. Instructions: Complete the following setup for every selector who will be submitting purchase orders for a single location. Go to: User tab > Add new user. Create the user account, and be sure to assign the SL (Submit Select List) user right. Enter the location name to be invoiced into the 'Description' field. Example: If a librarian from Westville submits purchase orders on behalf of Westville only, type 'Westville Public Library' in the 'Description' field. Content Reserve > Users tab v OverDrive, Inc Page 28

29 Consortium Invoicing: Selectors submitting orders for multiple locations. Instructions: Complete the following setup for every selector who will be submitting purchase orders on behalf of multiple locations. Go to: User tab > Add new user. For the first location, create a user account, and include the following: 1. Add the location name to the login ID sequence. For example: consortium.lib.librarian_westville. 2. Be sure to assign the SL (Submit Select List) user right. 3. Enter the location to be invoiced in the 'Description' field. Repeat the steps above for each additional location to be billed. Content Reserve > Users tab v OverDrive, Inc Page 29