A step-by-step guide for selecting the latest titles using OverDrive's Content Reserve 'Marketplace'. Contact:

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1 v v v OverDrive, Inc Page 1 1 Content Reserve 'Marketplace' Reference Guide A step-by-step guide for selecting the latest titles using OverDrive's Content Reserve 'Marketplace'. Contact: training@overdrive.com

2 Agenda 1. Overview. What is 'Marketplace'? What formats are available? Access Models. Tips & Tricks. Enhanced Titles / Public Performance. 2. Collection Checklist. 3. Workflow & Invoicing Options. 4. How to Place a Purchase Order. 5. How to Subscribe to a Maximum Access Plan. 6. Reports Overview. Reactivate a Download. 7. Support Resources. v OverDrive, Inc Page 2

3 About your OverDrive service Browse Check Out Download What's included? A customized 'Virtual Branch' website. A collection of digital titles selected by your library / consortium. How does it work? Browse, check out, and download using a library card anytime, anywhere! Download to a Windows or Mac computer and popular mobile devices. Transfer to devices like the Apple ipod and Sony Reader. Plus, ebooks for Kindle Now available for U.S. Library Partners! Accessibility features included for the visually impaired. What assistance is available? Expert training, collection assistance, and promotional assistance are included. Real-time reports track circulation online. OverDrive Support: support@libraryreserve.com. v OverDrive, Inc Page 3

4 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 4

5 What formats are available? Each OverDrive partner chooses from ebooks: A text-based digital book. Audiobooks: A recorded reading of a book. Music: A CD that is digitized. Video: A DVD that is digitized. v OverDrive, Inc Page 5

6 Formats audiobooks and ebooks Audiobooks ebooks WMA Plays on: Plays on: Some include burn permission. File size is 50% of MP3. MP3 Plays on: Wide compatibility. Kindle Books For delivery to Kindle devices and reading apps. EPUB (= Adobe EPUB ebooks) Text can be resized, and 'reflows'. Wide compatibility. PDF (= Adobe PDF ebooks) Text is fixed, but can be zoomed. OEPUB / OPDF (= Open ebooks) DRM free. v OverDrive, Inc Page 6

7 Formats music and video Music Video Every genre from classical to contemporary. Save money on CD replacements. Every video includes a mobile version, optimized for mobile devices. Documentaries, feature, children's, etc. v OverDrive, Inc Page 7

8 Simplified records Purchase a title in Content Reserve, and it will be added to your digital collection in all available formats. Shop one record for all related formats. v OverDrive, Inc Page 8

9 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. HarperCollins ebook Model Each HarperCollins ebook offers 26 checkouts. After 26 checkouts the title expires unless additional copies are ordered. v OverDrive, Inc Page 9

10 What access models are available? Maximum Access Simultaneous Use Annual subscription. Each title available for unlimited simultaneous use. Always available for the user: No waiting no holds. Available in all formats, so users never leave empty handed! Availability by location v OverDrive, Inc Page 10

11 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. HarperCollins ebook titles can be ordered from Update preferences for HarperCollins titles: Profile tab > Manage Preferences. 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. v OverDrive, Inc Page 11

12 Make informed purchases OverDrive s Digital Library Blog Frequent collection development posts to keep you updated on what titles are circulating well. Preview titles for 24 hours Free! To request, contact OverDrive v OverDrive, Inc Page 12

13 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 13

14 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 14

15 Enhanced titles and public performance titles: These titles include supplemental material such as liner notes or mobile versions of a video title. While browsing, click on the 'Enhanced' text to learn more. Public Performance Permitted : Video titles with this notation are licensed for viewing with a group in a public place, such as a classroom or church setting. Titles without the 'public performance' designation are licensed for home and personal use only. This information will also display on your public facing Virtual Branch website. Note: Titles with public performance permission may not be available in all countries. v OverDrive, Inc Page 15

16 Collection Checklist 6 steps to a successful digital collection! v v v OverDrive, Inc Page 16 16

17 #1: Subscribe to ContentWire Action Item: Sign up from the homepage of Marketplace. ContentWire weekly newsletters Sign up for information on the latest titles and publishers available for you to add to your collection. Each issue includes information on new releases, must-read titles, and popular best sellers! Delivered to your inbox every week! Staff can also sign up here: Geographic specific editions available! Children s & Young Adult specific edition now available! v OverDrive, Inc Page 17

18 #2: Involve your staff Action Item: To schedule staff training, contact Library staff offer a key to success Give staff an opportunity to participate in the purchasing process by creating lists in Content Reserve. During routine branch visits, ask for suggestions for your digital collection. Create a Suggestion Box on your website. Encourage staff to help design and implement user surveys. v OverDrive, Inc Page 18

19 #3: Maximize your collection Action Item: Try browsing a Suggested Title List, and select titles. Purchase from suggested title lists. Check out the 'Marketplace' homepage, tab features, and suggested title lists in Content Reserve. Subscribe to a Maximum Access plan. Always available, simultaneous use collection. No wait lists on many popular and classic titles. Choose your subscription level (e.g. 25, 50, 75, or 100) and select from many publishers and suppliers. Refresh collection and swap out a percentage with new fresh titles. v OverDrive, Inc Page 19

20 #4: Add free titles through Community Reserve Action Item: Contact us for more information. Music Video ebooks Audio Upload your own content. Add free content from other libraries. Community Reserve is a digital resource sharing tool that enables you to upload and share local content. Increase the value of your collection by uploading local historical documents, educational materials, and locally produced music or video to your Virtual Branch via the Content Reserve collection development portal. Benefits: Increases the value of your collection. Checkouts count as circulation. v OverDrive, Inc Page 20

21 #5: Automate your collection Action Item: Set up from the Quick Links in 'Marketplace'. Automatically add best sellers to your digital collection and keep wait lists to a minimum using these tools in Content Reserve. Download Standing Order Plan Get best sellers in your collection automatically, and tailor the plan to fit your needs and budget. Holds Manager Create a holds manager plan by selecting a hold ratio, monthly budget, frequency, and maximum title limits, and OverDrive will fill holds for you automatically. How do we get started? In 'Marketplace' go to the 'Quick Links' box, to select. v OverDrive, Inc Page 21

22 #6: Review reports Action Item: Contact for help with Reports. Respond to user demands using real-time data in Content Reserve. Activity Charts See popular content and make informed purchasing decisions. Turnover Rate Charts Use to compare circulation activity to turnover rate statistics. Current Waiting List and Waiting List History Compare your library's current waiting list to the waiting list history to see if a title has been in demand for a long time. OverDrive Dashboard A desktop application that provides quick access to real-time data from your Virtual Branch. v OverDrive, Inc Page 22

23 Workflow and invoicing options v v v OverDrive, Inc Page 23 23

24 Selection committees Are you leading a selection committee? Use the 'Collection' tab to help manage workflow for all your account users. Continue Work: View all orders for your account, merge, and submit P.O.s. Maximum Access: View, manage, and submit Maximum Access orders. Clear Work Queue: Delete select lists (carts) from your account. Content Reserve > Collection tab > Content Reserve Collection Tools. v OverDrive, Inc Page 24

25 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 25

26 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 26

27 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 27

28 How to place a purchase order v v v OverDrive, Inc Page 28 28

29 Step 1: Login to Content Reserve 1. Open Internet Explorer. 2. Go to: 3. Click the Login tab. 4. Enter your Login ID / Password. 5. Click 'Login'. 6. In Content Reserve, select the 'Marketplace' tab. QUICK TIP: If you prefer to purchase titles using the standard collection tools, select the 'Collection' tab. v OverDrive, Inc Page 29

30 Step 1: Login to Content Reserve QUICK TIP: Make 'Marketplace' your Home Page for Content Reserve. 1. From the Home tab of Content Reserve, select 'Manage User Information'. 2. Under the Start Page dropdown, select 'Marketplace'. v OverDrive, Inc Page 30

31 Step 2: Browse or search Browse or search for titles using any of the following options: Featured Publishers. Featured Lists. Shop Now. Browse by Subject. Maximum Access. Quick Search. Advanced Search. v OverDrive, Inc Page 31

32 Step 2: Browse or search Sort any results list by: Title. Creator. Date Published. Date Available. Publishing Info. SRP. Holds. Hold Ratio. v OverDrive, Inc Page 32

33 Step 2: Browse or search Title details: View title details by clicking on any title cover. Creator(s). Format. Awards. Excerpt. Short Description. Reviews (when available). Digital Rights: Click 'View format details' to view. The pop-up will explain the permissions for the title after download. For example, burn to CD, copy / paste, and print. v OverDrive, Inc Page 33

34 Step 2: Browse or search Locate a specific title quickly: Quick Search: Search on a creator's name, title, or ISBN. Advanced Search: Create a more specific search with options shown to the left. v OverDrive, Inc Page 34

35 Step 2: Browse or search Return to the 'Marketplace' Home Page anytime by clicking on the 'Shopping Home' icon. v OverDrive, Inc Page 35

36 Step 3: Add titles to your cart Enter the number of copies to purchase and click 'Update Cart'. Or, select one of the other 'Update' options: 1. 'Edit Cart Units for All Results'. 2. 'Update Cart Units for This Page'. View your cart at anytime by selecting 'View Cart'. Or click the 'View Cart' icon. v OverDrive, Inc Page 36

37 Step 4: Complete your purchase order To complete your order, click the 'View Cart' icon. Edit Select List Name: Option to assign a custom name to your purchase order. A naming convention is recommended. Create Worksheet: Option to export your order to an Excel Worksheet for easy printing or to as an attachment. Remove Titles: Select titles you wish to remove and click 'Remove Titles'. Complete P.O.: This will submit your selections to OverDrive as a purchase order. Confirm your order all sales are final. If confirmed, you will be given the option to attach an 'Internal purchase order ID' to your purchase order. v OverDrive, Inc Page 37

38 Step 4: Complete your purchase order To confirm that your order was submitted successfully, click the 'Reports' tab. Then select 'View Purchase Order History'. v OverDrive, Inc Page 38

39 Step 5: Titles become available for download Once your purchase order is submitted, titles are added to your download site within 24 hours. v OverDrive, Inc Page 39

40 How to subscribe to a Maximum Access plan v v v OverDrive, Inc Page 40 40

41 Step 1: Open a subscription To begin: Select a publisher from the Maximum Access links on the Home Page of Marketplace. After the Max Access results pages opens, select 'Shop Max Access'. Under 'Start a new Maximum Access subscription', select a subscription level. You may also: Continue work on an existing subscription. Delete lists from your work queue (depending on your user rights). v OverDrive, Inc Page 41

42 Step 2: Add titles to your subscription Next, add titles to your subscription. Content Reserve will automatically calculate 'Total units' and 'Units remaining'. v OverDrive, Inc Page 42

43 Step 3: Complete your purchase order To complete your order, click the 'View Cart' icon. Edit Select List Name: Option to assign a custom name to your purchase order. A naming convention is recommended. Remove Titles: To remove titles, click the 'Remove' link next to the title(s). Complete P.O.: This will submit your selections to OverDrive as a purchase order. Confirm your order all sales are final. If confirmed, you will be given the option to attach an 'Internal purchase order ID' to your purchase order. v OverDrive, Inc Page 43

44 Reports overview v v v OverDrive, Inc Page 44 44

45 Reports Many reports are available! Current Waiting List: View titles currently on hold. Purchased Title Report: View all titles owned plus checkouts, holds, and turnover rates for each title. Activity Charts: View borrowing activity. Digital Library Statistics: View summary statistics including titles, checkouts, holds, and borrowers. Traffic Reports: View traffic reports for your digital collection. v OverDrive, Inc Page 45

46 Download limits and reactivation I encountered a download error on the Virtual Branch website. If the user is still within the lending period, then they have probably maxed out the allowed number of downloads. 1. OverDrive Audio Titles: 3 downloads of the license. 2. OverDrive Video: 2 downloads of the license. A license for a checked out title is downloaded when a user clicks the 'download' button. Have the user send their library card and the title to the support address on the main Help Page. v OverDrive, Inc Page 46

47 Download limits and reactivation The library's support team can reactivate a download link. 1. Login to Content Reserve. 2. Go to Reports Tab > Search Checkouts. 3. Enter the library card number. The 'Checkout Details' page appears. 4. Click 'View' next to the title to reactivate. 5. Under 'Reactivate Checkout', click 'Reactivate'. v OverDrive, Inc Page 47

48 Need assistance? Click the 'Support' tab to view help resources for Content Reserve: Download training presentations. View recorded training sessions. User Rights Documentation. If you need technical assistance, please v OverDrive, Inc Page 48