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OverDrive Marketplace User Guide Contents

1. barcode or title You can view checkout details and reset download links for titles on a case by case basis New user registrations This report displays the number of people who log in to your digital library site for the first time and can be run by day month year or branch if applicable Users do not have to borrow titles to be counted in this report they only need to visit your site and log in We recommend running this report before during and after promotional events to see how many new users log in compared to previous periods If you want to run this report from the inception date of your digital library select New user registrations under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update User traffic View statistics on user traffic at your digital library site including the number of active visits unique user sessions and page views per day Unique user activity View how many users have checked out titles from your library by day month or branch if applicable We recommend comparing this report with the New user registrations report to look for matching trends To determine how many unique users accessed your site in a month make sure you view unique users by month If you tally your unique users by day for the same period you may get a higher figure for tha
2. OverDrive Marketplace reports can help you evaluate your library s activity and make informed purchases A few helpful tips e You may see the option to distinguish between standard and mobile websites Standard means the site was accessed from a desktop or laptop computer and mobile means it was accessed from a mobile device such as a smartphone or tablet e You can export most reports by selecting Create worksheet at the top or bottom of the results page When creating a worksheet you may see additional information beyond what is included in the web view If you re using Excel and the ISBNs are not being displayed correctly please follow these steps to resolve the issue 1 Open Excel and press Ctrl O Command O on Macs on your keyboard 2 When the browsing window opens select Text Files from the drop down menu to the right of the File name field 3 Browse to and open the CSV file from OverDrive Marketplace The Text Import Wizard opens 4 Make sure the Delimited option is selected in the wizard then click Next 5 Make sure Tab is unchecked and check Comma Click Next 6 Select Text then click Finish to open your CSV file e Those libraries who are part of a shared collection may have the option to select their branch only in addition to all branches for some reports including Current waiting list Circulation activity Recommendations New user registrations Unique user activit
3. Harp y MA 0 3 30 2015 ay n a Est Bent Fiction pS Je dd Frank Creator Step Adult Horr Engli Scrib MA 0 3 30 2015 6 2 2015 4 10 2015 King Fiction Susp niia 12 mon Last edited on 11 20 2015 by Standard units total 19 99 Estimated preorder units total 23 99 OverDrive Marketplace User Guide Page 19 Purchasing preorder titles If you re purchasing a cart that contains preorder titles you ll have to accept a set of special conditions on the Purchase Confirmation page special Conditions 3 understand that this cart contains preorder title s When purchase this cart these titles will be added to my public facing collection and end users will be able to place these titles on hold l understand that publishers may change metadata for preorder titles prior to their street date s including prices and other values understand that I will not be invoiced for preorder tithes until their street date s Please note that your library will not be invoiced for preorder titles until they reach their street dates On a preorder title s street date selectors from your library will receive an email notification from OverDrive to let them know that the title is now available for end users to borrow Preorder titles and Marketplace reports You can find information about preorder titles in some Marketplace reports located under the Reports tab The Current wai
4. Include publishers Exclude publishers 3 Alliance Enterprises Inc 711 Press 9 Story Media Group A amp C Black Publishers Ltd ABC CLIO ABDO Publishing Company Abhinav Publications ABRAMS Academic Studies Press Accent Press Ltd To restore an excluded publisher select that publisher from the Exclude publishers list then click the left arrow to move it back to the Include publishers list Scheduling e How often do you want this plan to run You can have your RTL Manager plan run meaning that it will create a new cart or submit a new purchase order once a day once a week twice a month or once a month We recommend running RTL Manager plans at least once a week to stay on top of demand e On what date do you want this plan to run for the first time e If desired please enter an internal purchase order ID This is an optional field where you can enter an ID that will print on any invoices for carts or orders created by your RTL Manager plan This is for your records only e When this RTL Recommend to Library plan runs do you want it to save a cart for your review or submit an order on your behalf If you have RTL Manager save carts for your review they will show up in blue on your Carts page Or you can have RTL Manager directly submit orders on your behalf In this case you will see information for these orders in your invoices and in your purchase order history but you won t see a cart on your Car
5. Marketplace settings permission you can select the Marketplace settings section under the Admin tab to e Save and display barcode data i e users library card numbers or usernames in Marketplace reports e Save and display user email addresses these are the email addresses that users enter when they place holds in the Current waiting list and Recommendations reports OverDrive Marketplace User Guide Page 80 Marketplace users If you have Users permission you can select the Marketplace users section under the Admin tab to edit add or delete other OverDrive Marketplace users for your library Click the edit icon next to existing users to edit their user profile resend their OverDrive Marketplace welcome email containing their username and login instructions or disable the Forgot your password feature on their login page Click Add User to create a new user A blank profile will open where you can assign your new user an OverDrive Marketplace username contact email and permissions as well as an optional role description Here you can also select individual permissions for each user or choose one of three user roles Shopping includes permissions listed under Shopping Buying includes permissions listed under Buying and Shopping or Admin includes all permissions Create a new user First name Last name Username Email Confirm email Description User permissions DD Buying
6. New cookbooks All saved searches New cookbooks YA audiobooks Where did my search options go When you run a search the normal left sidebar options will be hidden on the results page You can access these options by selecting Show other searches from the top left of the results page Preorder Titles Hine Show other searches Filter search by OverDrive Marketplace User Guide Page 33 Sample searches Sample search 1 All eBooks by Debbie Macomber in English Imagine that you d like to search for all English language eBooks by Debbie Macomber We recommend starting with the Advanced search 1 Select eBook as your format iv y eBook m E T Audiobook e video Enter Debbie Macomber in the Create Author Narrator Contributor field Creator Author Narrator Contributor Debbie Macomber Select English from the Language drop down menu Language Click Search or Save if you d like to save this search When your search results appear you can use the filters on the left to narrow down your search further and find exactly what you re looking for You can also use the Ascending Descending drop down menu to sort your search results Results per page 50 Relevancy Title Unit s 05 ite Popularity at my site he Popularity across libraries Popularity by sales Unit Publisher On sale date Street date Holds Price OverDrive Marketplace User Guide Page 34 Sa
7. A A Steer emer Terr era ey re eer a tern eer ee rerr erred tere erent ere erent er 96 SURPO RTS ras 97 Manage hold ao 97 A e do Aaa fiat pelt ae 98 Merce barcode CU V cenene a NR le N ON 98 RESECOOWNIDIA ninsa a E EE AN 99 How to edit your library s contact information on OVerdriVe COM ooccccnnccncnnccnonacononacanonacnnonacnnnarononananono 100 How to edit your contact information for your Marketplace accoUNt ooccccccnccnnnonocnnnnnaconnnnnncnnnnnaronnnnos 101 Neda More Rica 101 OverDrive Marketplace User Guide Page 6 OverDrive Insights OverDrive Marketplace offers a wealth of free resources to help you streamline purchasing and analyze your digital collection These resources known as OverDrive Insights include reports about your collection makeup and usage automatic purchasing tools and customized searches for popular titles missing from your collection You can identify these resources by looking for the OverDrive Insights label in Marketplace REPORTS OverDrive Insights le Insights OverDrive s Top Authors See what you re missing Top 200 series search see gaps in series you offer Top 200 Adult titles Mot in your collection Top 200 YA titles Mot in your collection Top 200 Juvenile titles Mot in your collection Q Periodicals Cost Per Circ Q Simultaneous Use a Q Self Published a Automate Carts OverDrive insights Promotion Purchase Content Credit
8. Note You need Library site admin permission in Marketplace to access this feature If you don t see the Switch to Curate option please talk to your library s Marketplace administrator about updating your permissions Q Periodicals A Cost Per Circ Q Simultaneous Use A Self Published Automate Carts OverDrive insights Promotion Purchase Content Credit E Switch to Curate When you Switch to Curate you ll be taken to the curation interface which is similar to the shopping interface except that it s designed to help you create and publish collections of titles you already own You ll notice that the Carts button is replaced by a View Collections button and that if you search for something your search results will consist only of titles that you already own OverDrive Marketplace User Guide Page 62 What are published and draft collections You ll see two types of collections in the curation interface published and draft Published collections are either e Currently live on your public facing site Live collections will have your site listed in the Mapped to field e Previously published collections that are not currently live on your site These collections have most likely been removed unmapped or replaced by other published collections Draft collections are either e New collections that are not yet published e Previously published collections that you ve saved as d
9. OverDrive Marketplace User Guide Page 88 How to upload video files The files for a video title must be submitted to OverDrive via FTP separate from the Local Content form for the video title Please contact your OverDrive Account Specialist whose contact information is listed under the Support tab for your specific FTP instructions Video titles must be submitted to your OverDrive FTP site as a clearly named MP4 file OverDrive will then transcode the MP4 you submit to the streaming video format which is the format that will be available to your library users on your public facing site Please follow these specifications when submitting a video title Item Recommendation Video Codec H 264 Audio AAC Codec Container MP4 Format The same rate at which you shot the video We recommend shooting or encoding at 24 Frame Rate 23 98 25 or 30 29 97 fps If the frame rate is greater than 30 fps reduce it to 30 fps or lower Double the highest bit rate that you intend to display to viewers e g use a 4 000 kbps kilobits per second source video if your highest bit rate is 2 000 kbps If your highest BitR NO a resolution is 1080p we recommend 15 000 kbps If your highest resolution is 720p we recommend 7 500 kbps inteeiacing If your video is interlaced deinterlace it before uploading to avoid jagged lines during playback If the video was recorded as progressive upload it as is Keyframes Set to automatic Pixels
10. UNIQUE USEF ACTIVITY ao 77 Running reports with Advantage titles c ccscccccsssccccessececeeecceceescceseeseceseeeceeseeseceseuaecessenecessenneeetas 78 ADMIN a ads 79 Marketplace setuness A 79 Marketplace User ooo ei ropita locos 80 WS SIMO SF Hl SS LOIS od eu asioroe 81 FD ALY SIRE cada ieel 82 Weed COEN e 83 Local COM ona 84 Overview How to add a Local Content title ooooncnncnnnnnnncnnnannnnnnnnnnononaronnnononononnnnnnannnnnnnonnnos 84 How to Uiplodd audiobook Mes enhance Lae Rane 87 HOW TO UDO aCe BOOK TES isnin PE o o yeuanebee dua N 87 Howto Upload VIGGO THOS earna arctan rt 88 How to Till out the Local Content OM caciones 89 Local Content terms and CONGIUONS ies 90 HOW TO SaVe YOUR WORK forlate asia aran 91 Where to find your Local Content title in Marketplace ooocccccnoccnnonnncnnnnononnnonaronnnnanonnnonaronnnnns 92 What to do if we couldn t process your Local Content file S c oooocccnnnnonanccnnncnnnncnnnncnnanonos 92 HOWE edita dao 93 How to remove a Local Content title from your digital collection website o ccccoooccnnonononnnnnnos 93 OverDrive Marketplace User Guide Page 5 Local Content Introduction to EPUBS ccccccccssssssseeccccecseeeeseeececcesseeesseeeececessaaeeseeececesssaeaseeeseeeesaags 94 Whats EPUB aii cas eds omnes 94 WIVEPUB iia 94 OW OO I Cheale EPUB Se r 94 MARC TECOS is 95 OverDrive MARC EXDless it paa 95
11. or delete formats for existing Local Content See the Local Content section of this guide for more details e Weeding User can use the Weed Collection feature under the Admin tab to hide or unhide certain titles on your public facing website See the Weed Collection section of this guide for more details e Library site admin including curation User can curate collections see the CURATE section of this guide for more details and set policies for your digital collection website see the Library site admin section of this guide for more details Note Users with Users Library site admin and Marketplace settings permissions all three will also be able to edit other users locked carts and curated collections e Marketplace settings User can control Marketplace settings for your library including how user information is displayed in Marketplace reports See the Marketplace settings section of this guide for more details Note Users with Users Library site admin and Marketplace settings permissions all three will also be able to edit other users locked carts and curated collections Buying e RTL Manager User can create RTL Recommend to Library Manager plans that automatically create and or purchase carts based on titles recommended by library patrons or students See the Automate Carts section of this guide for more details OverDrive Marketplace User Guide Page 82 e Smart List User can create Smart List pl
12. Content If you have Local content permission you ll have access to the Local content section of the Admin tab where you can digitally publish your own eBooks audiobooks and video titles for users to borrow from your public facing site When you publish a title through Local Content that title will appear in your library s digital collection under the One Copy One User lending model at no additional charge You can set the number of copies of Local Content titles you want to make available in your collection at the top of the Local Content page Please note that these titles will not be available to any libraries outside of your own Overview How to add a Local Content title Before you begin please note that your library must hold the necessary ownership rights licenses and or permissions to upload and distribute titles through Local Content If you have questions or doubts about rights to any title the title should not be submitted through Local Content When you add a title to Local Content you will be asked to confirm that all such rights are in place Please see the Local Content terms and conditions section of this guide for more information Next follow these steps to add a Local Content title to your digital collection Please note that you can only add or edit one title at a time 1 Choose Local Content from the Admin drop down menu Marketplace settings Marketplace users Library site admin Weed Collecti
13. E Merchandize For more help with any of these tools or features please see the corresponding section of this guide OverDrive Marketplace User Guide Page 7 SHOP The Shop tab in OverDrive Marketplace is where you ll find titles to buy for your library or school Lending models There are four different lending models to shop from One Copy One User OC OU One Copy One User OC OU titles can be checked out by one person at a time and they never expire from your library collection Metered Access MA Metered Access MA titles can be checked out by one person at a time and they expire from your library collection after a determined period Some Metered Access titles are metered by time e g they expire after 12 months some are metered by checkouts or licenses e g they expire after 26 checkouts and some are metered by both e g they expire after the earlier of two years or 52 checkouts You will receive an email alert when the last copy of a Metered Access title is about to expire so you can repurchase it if you d like Cost Per Circ CPC With the Cost Per Circ CPC lending model you add a publisher s entire catalog to your digital collection and only pay when your end users borrow titles from that catalog When you add a CPC publisher to your collection you create a plan where you set limits on how much you want to spend on checkouts from that publisher s catalog per month and also
14. Encode using isomorphic square pixels 1 x 1 OverDrive Marketplace User Guide Page 89 How to fill out the Local Content form Once you select your format s you will be able to fill out the following fields in the Local Content form Title Enter your title here Sort title This field will fill in automatically based on your entered title You can edit it as needed Subtitle Enter your subtitle if any here Series If your title is part of a series enter the series name here Publisher Any publisher s you ve previously entered will appear in a drop down menu You can select one from the drop down or enter a new publisher Subject s For audiobooks and eBooks you ll first be prompted to select an Audience then select at least one subject For video select at least one subject Language s Enter the language s for your title Short description This description will accompany the title on your public facing site Cover image Click Browse to upload a cover image Thumbnail image Click Browse to upload a thumbnail image DRM Note that the DRM settings are predetermined for the MP3 format Geographic rights Enter the country or countries where you have rights to publish this title Ready for lending date Enter the date at which you d like the title to appear on your public facing site Note All files for your title must be processed by OverDrive before the title can go live If you enter toda
15. a time e Allow users to place holds on Metered Access metered by license content e Limit the number of titles users can recommend to you using the Recommend to Library feature Site management e Display AudioFile reviews on your digital collection website OverDrive Marketplace User Guide Page 83 Weed Collection The Weed Collection tool lets you hide or unhide titles on your public facing website The tool is located under the Admin tab and you need both Library site admin and Weeding permissions to access it Follow these steps to use the tool 1 Select Weed Collection from the Admin drop down menu ADMIN Marketplace settings Marketplace users Library site admin Weed Collection Local content W MARC records 2 Inthe Search popup that opens enter as much information as you d like to search for titles to weed or unweed then click Search Note If you d like to weed titles make sure that your Weed status is set to Not weeded so you re searching currently live titles If you d like to unweed titles make sure that your Weed status is set to Weeded so you re searching currently hidden titles 3 Place a check next to the title s you d like to weed or unweed 101 Amazing Harry Potter Facts Currentehe Current halds Weeded unweed Weeded unweed o na n a 5 Select OK in the confirmation popup OverDrive Marketplace User Guide Page 84 Local
16. and more 1 Log into OverDrive Marketplace 2 Select your library or school s name in the upper right corner of the site then select Library information or School information CLEVNET OH New for the holidays Library information Hil CARTS een sabia 5 EY 975 40 3 Select your library or branch name then select Edit to edit the information that you d like displayed on overdrive com 1 Barberton Public Library 4 When you re done making changes select OK in the Edit Library popup to save your changes and send them to overdrive com 5 You may also want to Verify your library This just lets you and other Marketplace users for your library know that your library s information has been updated Note Updates will appear on overdrive com within 30 minutes Any changes to your library s address will also appear when users search for your library using OverDrive s app OverDrive Marketplace User Guide Page 101 How to edit your contact information for your Marketplace account Select your name in the upper right corner of OverDrive Marketplace then select Contact information Estimated content credit Estimated preorder total Show hide preorder titles Contact information Log out In the popup that opens you can e Change your contact name e Change your contact email address e Reset your OverDrive Marketplace password Passwords must be at least eight characters and cont
17. audience subject publisher language reading levels and more anne Marketplace Preorder Titles Hine Show other searches Filter search by Not in collection 35 492 In collection all 4935 In collection OCAOU 3 778 In collection MA 1162 All holds 252 In collection amp 5 or fewer checkouts remaining 2 Lending model OC OU 28 922 MA 11 507 OC OU amp MA 2 Format OverDrive Read 26 603 Adobe EPUB 24 503 Kindle Book 18 696 Adobe PDF 13 623 OverDrive MP3 3 852 OverDrive Listen 3 774 Open EPUB 1 087 Open PDF 1 017 MediaDo Reader 3 Special features Fixed layout 4 066 Read Along 832 Status REPORTS OverDrive Insights ADMIN NEWS SUPPORT FEATURED Results for Audience Juwenile Fiction 1 50 of 40 427 2 3 809 gt Go tof Edit search Selec l Select all 40 Pluto A Wonder Story R J Palacio Random House Inc Random House Children s Books Knopf Books for y Juvenile Fiction Language s English On sale date 2 3 2015 Street date 2 10 2015 SAMPLE 0 Preview full title El Deato Cece Bell David Lasky ABRAMS Abrams Amulet Books FIXED LAYOUT Juvenile Fiction Comic And Graphic Books Language s English On sale date 7 27 2014 Street date 92 2014 Text difficulty Kindergarten Grade 2 OverDrive Marketplace User Guide Page 31 Save and pin searches You can save basi
18. audiobooks for your chosen audience Top 200 Adult titles Mot in your collection Top 200 Fiction eBooks Top 200 Fiction audiobooks Top 200 Nonfiction e Book Top 200 Nonfiction audiobooks Top 200 YA titles Mot in your collection Top 200 Juvenile titles Mot in your collection Sort your search results After running any kind of search you can use the Ascending Descending drop down menu that appears on the right above your search results to sort your results by relevancy title creator popularity on sale date price and more Results per page 50 Relevancy Title Unit s Creator Popularity at my site Popularity across libraries Popularity by sales Unit Publisher On sale date Street date Holds MA earli A few tips e Click the Descending link to change it to Ascending and vice versa e To ensure visibility of currently trending titles popularity data refreshes twice a week and is compiled based on activity for the past 90 days This means that if you sort by Popularity at my site Popularity across libraries or Popularity by sales titles will be sorted according to how many checkouts holds or sales they ve had cumulatively in the past 90 days OverDrive Marketplace User Guide Filter your search results Page 30 After running any kind of search you can narrow down your results using the filters on the left Filters can include your library s holdings lending model format
19. be published or mapped You can publish up to 12 collections on each of your digital library sites Library sites have three homepage slots for curated collections these are your Home amp Browse Collections slots These homepage curated collections will also appear in your site s Featured Collections list You can publish up to nine additional curated collections which will appear in your Featured Collections list as space allows and on your All Collections page these are your Browse Collections slots Note The first three collections on your homepage are auto generated collections created by your OverDrive Account Specialist Your homepage curated collections will appear after these auto generated collections School sites and kids and teens eReading Rooms have one homepage slot for curated collections this is your Home amp Collections Menu slot This homepage curated collection will also appear in your Collections menu You can publish up to eleven additional curated collections which will appear in your Collections menu as space allows and on your More Collections page these are your Collections Menu and More Collections slots To learn more about where curated collections will appear on your public facing website click the where will collections display link in the Publish Collection popup OverDrive Marketplace User Guide Page 66 4 Once you ve selected your publish
20. carts Collection development policies e Do you want include all formats If you choose No you ll be prompted to choose which format you d like your plan to include e Do you want to include Metered Access titles If you choose Yes you ll be prompted to choose your lending model preference for cases where titles are available in multiple lending models e Do you want to exclude certain publishers To exclude titles from a specific publisher select that publisher from the Include publishers list then click the right arrow to move that publisher to the Exclude publishers list Include publishers Exclude publishers 3 Alliance Enterprises Inc 711 Press 3 Story Media Group A amp C Black Publishers Ltd ABC CLIO ABDO Publishing Company Abhinav Publications ABRAMS Academic Studies Press Accent Press Ltd To restore an excluded publisher select that publisher from the Exclude publishers list then click the left arrow to move it back to the Include publishers list e Do you want to exclude certain audiences This parameter works just like the exclude certain publishers parameter above e Do you want to exclude certain languages This parameter works just like the exclude certain publishers parameter above e Do you want to include preorder titles OverDrive Marketplace User Guide Page 51 Scheduling e How often do you want this plan to run You can have your Holds Manager pl
21. that you specify OverDrive Marketplace User Guide Page 75 Purchases amp Subscriptions reports Purchase order history View your past purchase orders with the ability to search by name order ID internal order ID or order type e g Holds Manager Note that when you order a preorder title it appears in a purchase order at that time with an estimated price but you won t be invoiced for it yet Once it reaches its street date it will appear in another purchase order with the confirmed price and you will be invoiced for it If you want to run this report from the inception date of your digital library select Purchase order history under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update Content credit order history View all content credit purchased by your library with the ability to search by time period billed account credited account and internal order ID If you want to run this report from the inception date of your digital library select Content credit order history under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update Simultaneous Use orders View your library s Simultaneous Use subscription orders with the abi
22. the Shop drop down menu such as Periodicals Cost Per Circ Self Published Automate Carts Purchase Content Credit or Switch to Curate For more information about these options please visit the corresponding sections of this guide OverDrive Marketplace User Guide Page 9 Titles available under multiple lending models Publishers sometimes offer titles under multiple lending models usually at different price points This way you can choose the model that works best for your needs Identifying titles with multiple lending models If a title is available under multiple Metered Access MA models or as both Metered Access MA and One Copy One User OC OU you ll see each lending model option listed in search results and on the title s details page in the One Copy One User Metered Access catalog In most cases you ll be prompted to choose a lending model before you can add the title to a cart Conversations in American Literature Unit s Add to main cat Robin Dissin Aufses Renee H Shea Lawrence Scanlon et al Choose your lending modelis Macmillan Higher Education Macmillan Higher Education Bediord St Martin s Adult Monfiction Literary Criticism Language s English On sale date 8 20 2015 Street date B 20 2015 W Preview full title Pending 1 Note Titles that are available under the MA or OC OU lending models can also be available under the Simultaneous Use SU lending model In tho
23. their library account on your public facing website so that the user can try to send it again during the periodical s 7 day lending period By default end users can have up to three unsuccessfully sent periodicals in their library account at a time To change this periodicals checkout limit visit the Library site admin page under the Admin tab in OverDrive Marketplace Please note that your periodicals checkout limit is separate from your checkout limit for all other digital materials so if your general checkout limit is 10 titles at a time and you have a periodicals checkout limit of three your users will be able to have a total of 13 titles in their library account at a time if three of them are periodicals OverDrive Marketplace User Guide Page 23 Cost Per Circ When you set up a Cost Per Circ CPC plan you add a publisher s entire catalog to your digital collection but only pay when your end users borrow titles from that catalog To control how much you spend on each CPC plan you ll set up monthly budget limits and monthly per user circulation caps which you can adjust at any time CPC titles can be borrowed simultaneously by an unlimited number of users until your monthly budget runs out or until individual users reach their monthly circulation cap for titles in that plan In those cases users can still place CPC titles on hold and then borrow them when the budget or per user circulation cap for that p
24. title Choose Edit to upload a revised file To help correct this issue we recommend validating all EPUB eBooks using an EPUB validator like this one and opening failed PDF eBooks in Adobe Acrobat then thumbing through all the pages to see if a warning dialog pops up If it does then there is an error with your PDF Sometimes this can be solved by resaving your file There are also programs that can help you validate PDFs such as Adobe Acrobat Pro While it s not a guarantee a general guideline is that if your source file can be opened in Windows Media Player for audio and video files or in Adobe Digital Editions for EPUB and PDF eBooks it s likely that our ingestion process will accept your file If these tips don t resolve your issue please contact your OverDrive Account Specialist whose contact information is listed under the Support tab so we can investigate further OverDrive Marketplace User Guide Page 93 How to edit a title If you d like to edit an already published Local Content title select Edit a title from the Local Content homepage Please note that this option will be grayed out if you are currently working on adding a new title since only one title can be added or edited at a time Edit a title If you re already circulating local content search for it here to edit delete or add an additional format to an existing title Za Once you select Edit a title you will see a list of all Local Co
25. 4 How can request that a specific title be added to OverDrive Marketplace cccccccsseseceeesseeneeees 16 A o A yeni oa E 17 SnoWeor ide preorder bd gt Conner eee ne ne ee een ee ene 17 Keer andar diay Ieordi tes tada 18 Purchasing preorder titles ssccccsssssscscsssscscossvecccuesscuensescnsosssestonssscuenssseneossessoussscueusscnsosssessenssss 19 Preorder titles and Marketplace reports cccccccssseccccessccccesececeesececeeuecceseusececsuneceeeeneceessusecetseneess 19 A o A E AE vee E E A E satus teen ee Reames E A E E A S 20 ooo e E E o EA o 20 AA A 20 How periodicals work on your public facing Site cccoooncnnononnnnnnnaconnnnnonononanonnnnnncnnnnnnrcnnonanonnnonanos 21 OverDrive Marketplace User Guide Page 2 a O tedemacecesae tesa 21 CHECKOUT Ito eee ee en ee oe 22 COSEIP GF Ci Co o delia es 23 HOW Terre ater a PEDIA ici 23 HOW 1O CCIt a CPG Dania il 25 How to remove individual titles from a CPC plan occcccnnccnncnnccnnnnnnccnnnnncnnnonanonononaronnnnnccnnonanonnnnnnoss 25 How to suspend or revoke a CPC plan ii ceisienicccasidsicasicodsiderndsdasaioniigacsslbigeseeadsedessbadecsvansstansebnigsseaabeadasd 26 Search One Copy One User and Metered ACCESS ccsssssesseseeeececcccccsseeeeeeuueeeeeseseceeceececesseeeeeeeaaaeeas 27 Quick keyWord search ias 27 BIC O RR 27 AOVaNECO SC iria a iio 27 POW LOPCGIE a search dias 27 Simplify searching with Curated and customized li
26. Advantage collections Advantage libraries should log into their Marketplace Advantage accounts to see figures for just their Advantage collection Gone Girl Unitis 1 Add to main cart A Nowel unabridged 95 00 Gillian Flynn Julia Whelan Kirby Heyborne Books on Tape Penguin Random House Audio Publishing Group ocou Random House Audio 95 00 Adult Fiction Mystery Suspense Thriller Langquage si English Ea OverDrive MP3 Audiobook On sale date 6 30 2012 6a OverDrive Listen Street date 6 5 2012 SAMPLE 6a Preview full title Own OC OU 35 Own MIA O Own SU No Dut 23 Holds 0 Holds ratio O Total checkouts 1602 Advantage Own OCfOU 2 Own MA 0 OwnSU No OutO Holds 0 Holds ratio 0 Total checkouts by Adv users 71 You can open any of your carts to see which titles in that cart have also been added to other carts Pending column and which titles your library has already purchased Own columns ist On Sale Street copy Last copy bought expires 12 31 2013 10 1 2001 3 10 2010 n a 7 8 2014 7 1 2014 12 10 2014 1 31 2016 11 8 2011 12 5 2014 1 3 2016 5 5 2015 4 29 2015 n a OverDrive Marketplace User Guide Page 16 How can request that a specific title be added to OverDrive Marketplace To request that a specific title be added to OverDrive Marketplace select the Support tab then choose General support and fill out our support form Make sure to select Content Request as your issue
27. At this time the description is just for your own reference but in the future this may display publically e Choose how the titles you add to your collection will be displayed If you choose to randomize the display the titles in your collection will re order with each new user session e lf your public facing site has been translated you can use the Language field to switch between the languages you offer You can then enter translated title s and summaries for your collection Language Just make sure to click the Save button in the upper right corner of the screen when you re done with each language 4 Next search for titles to add titles to your collection You can do this using the quick search bar OverDrive Marketplace User Guide Page 64 Advanced search amp curate Or you can use the advanced search form Q Advanced search amp curate Note Your search results will only contain titles that a you already own and b are currently for sale in OverDrive Marketplace 5 From your search results you can add a title to your main collection by selecting the Add to main collection button Po Or to add a title to a different pinned collection select the collection from the drop down menu Add to main collection Add to Back to School 2015 Add to new collection For your reference you ll see a list of all your pinned collections in the right hand column next to you
28. Osa X Fuser support a nager Seats Reports Smart List Create view carts Invoicing Purchase Users Holds Manager Local content MARC records Weeding Library site admin including curation Marketplace settings Create Cancel Please note that you cannot create a user who has permissions higher than your own To create a user who can only submit support requests leave all user permissions unselected The user will only be able to access the Support and News tabs which are the default permissions OverDrive Marketplace User Guide Page 81 User permissions Admin e End user support User has access to the Manage holds feature so they can move end users positions in holds queues and the Return titles feature so they can return borrowed titles to your collection from end users accounts e Reports User can view run and export all reports under the Reports tab e Invoicing User can submit invoicing questions using the Invoicing support form under the Support tab e Users User can create edit or delete other OverDrive Marketplace users for your library or school Note Users with Users Library site admin and Marketplace settings permissions all three will also be able to edit other users locked carts and curated collections e Local content User can upload and publish your own eBooks audiobooks or video titles for lending at your public facing site User can also edit delete add formats
29. OverDrive Marketplace User Guide Page 1 OverDrive Marketplace User Guide OverDrive Marketplace is OverDrive s shopping and admin portal Here you can shop for eBooks audiobooks periodicals and video titles for your library or school You can also run reports to see how your digital collection is performing manage policies for your public facing site request support from OverDrive and more Contents Ver DENEA FS gate tes acta ce eg cc sess eaten beers atc acne asis 6 O o II o O mac RE E EAE EEA AE N 7 Eo era polo EPR MCU oa e O UU ree eee eer ear 7 One Cop One OO masias 7 Meter d Access Maroto 7 E CP E E 7 Simultaneous US Ult 7 Where can I shop for each lending model vssrrirnaa dia 8 Titles available under multiple lending models ooccccccnccnncnnncnnnonaconnnnnnonnnonacnnnnnncnnnonanonnonanonnnnnnonnnnnos 9 Identifying titles with multiple lending models occcooccncnonoccnnnnnocononononnnonaconnonanonnnnnnonnnonaronnonanonnos 9 Carts with unspecified lending MOCEIS ccccccessecccceseccccenscccceesececceeceeeeusececeueceseuneceessuecessugecessuees 9 Understanding digital formats ccscccccssseccccesececcesececeseceseesececeesccesauseceseuneceesensecetsuaecesseneceesenaeeetes 11 What are the standardized reading levels and scores that see for some titles anneer 13 How do know which Marketplace titles already OWN cccccccsssccccesseceteeseceeceeeeceeseeceeeeneceseaeeeeeeas 1
30. ade such distinctions If you have Marketplace settings permission you can also enable the display of barcodes these are your users library card numbers or usernames in this report by adjusting your Marketplace settings located under the Admin tab In some versions of this report you may see Pending format categories Pending represents checkouts for which a format has not yet been selected e g a user borrows an eBook but has not yet chosen EPUB or PDF Checkouts will remain in the Pending category until the user selects a format If the loan expires before then the checkout will remain as Pending Note that there may be discrepancies when comparing a report run for All lending models and specific lending models titles that were previously owned under the Simultaneous Use mode are excluded when running this report for individual lending models If you want to run this report from the inception date of your digital library select Circulation activity under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update OverDrive Marketplace User Guide Page 72 Project Gutenberg activity You can view the number of downloads for Project Gutenberg titles by day month title or subject as well as website type Note This report will not show any activity fo
31. age 39 Pin carts You can create as many carts as you like but you can only actively shop in five carts at a time per lending model These active carts are your pinned carts To pin a cart select Pin as main cart when you create the cart Create cart Fields marked by are required Name Book club favorites Description LJ Lock to prevent changes by others Create Cancel Or you can pin a cart from the Carts page by clicking the thumbtack icon L Book club favorites Cart type Select List 80 165 Unit s 3 126 35 Last edited on 11162015 ee Purchase Unpin a cart by clicking the thumbtack icon again OverDrive Marketplace User Guide Page 40 Lock carts If you lock a cart other Marketplace shoppers from your library or school can see its contents but they can t edit the cart unless they have a set of high level Marketplace permissions specifically Users Library site admin and Marketplace settings permissions To lock a cart select Lock to prevent changes by others when you create the cart Create cart Fields marked by are required Name Book club favorites Description Pin as main cart Create Cancel Or you can lock a cart from the Carts page by clicking the lock icon Book club favorites gd Cart type Select List it 165 Unit s 3 126 35 Last edited on 11 6 2015 o by Liz Wells Purchase Unlock a cart by clicking the lock icon a
32. ain three of the following uppercase letter lowercase letter number or special character Need more help If you need more help with OverDrive Marketplace please contact us using the General support form located under the Support tab Get help from OverDrive ESSE 1 Complete our Support form for fast and friendly assistance with just about any issue from end user questions about your library site and or the OverDrive app problems with ate and more Invoicing support Questions about invoicing content credit payment or the like Complete our Invoicing support form for assistance
33. an run meaning that it will create a new cart or submit a new purchase order once a day once a week twice a month or once a month We recommend running Holds Manager plans at least once a week to stay on top of demand e On what date do you want this plan to run for the first time e If desired please enter an internal purchase order ID This is an optional field where you can enter an ID that will print on any invoices for carts or orders created by your Holds Manager plan This is for your records only e When this plan runs do you want it to save a cart for your review or submit an order on your behalf If you have Holds Manager save carts for your review you will find those carts on your Carts page Carts created by Holds Manager are blue and have Holds Manager listed as their Cart type M Patron Holds OD Hol Patron Holds OD Holds Manager Cart type Holds Manager HSOP 1 1 Unit s 84 00 Last edited on 4 21 2015 E a by Loraine Lamont Purchase Or you can have Holds Manager directly submit orders on your behalf In this case you will see information for these orders in your invoices and in your purchase order history but you won t see carts on your Carts page e If desired please name your cart order This is an optional field where you can enter a descriptive name for the carts or purchase orders that will be created by your Holds Manager plan When you re ready select the Continue but
34. anager From here you can click the Create new button to create a new plan or select an existing plan and click Edit You ll be asked to answer the following questions when creating or editing an RTL Manager plan User demand and budget e How many users need to recommend a title before you order it We recommend that you set this limit at Just 1 in order to include all user recommendations and then review each cart and remove titles as needed before ordering e Do you want to limit how much you spend each calendar month If you set a limit on how much you want to spend fulfilling recommendations through RTL Manager each month RTL Manager will stop adding titles to your cart or purchase order when that limit is reached for a given month e Do you want to cap the number of copy s on titles in your collection Collection development policies e Do you want to limit by format Select Yes if you would like to create separate RTL Manager plans for eBooks and audiobooks e Do you want to include Metered Access titles If you choose Yes you ll be prompted to choose your lending model preference for cases where titles are available in multiple lending models OverDrive Marketplace User Guide Page 54 e Do you want to exclude certain publishers To exclude titles from a specific publisher select that publisher from the Include publishers list then click the right arrow to move that publisher to the Exclude publishers list
35. ans that automatically build carts based on your chosen criteria See the Automate Carts section of this guide for more details e Purchase User can purchase shopping carts and content credit and add Cost Per Circ plans Users with this permission will also receive email notifications regarding Metered Access titles and Simultaneous Use plans If you enable this permission you will be required to choose a billing account for that user s purchases e Holds Manager User can create Holds Manager plans that automatically create and or purchase carts based on titles with holds placed by users at your library or school See the Automate Carts section of this guide for more details e MARC records User can handle settings and subscriptions for MARC records See the MARC records section of this guide for more details Shopping e Delete carts User can delete unlocked shopping carts from the Carts page See the Carts section of this guide for more details e Create view carts User can create new shopping carts in OverDrive Marketplace and view other users carts They can also edit unlocked carts created by other users See the Carts section of this guide for more details Library site admin If you have Library site admin permission you can select the Library site admin section under the Admin tab to set the following policies User policies e Determine the number of periodicals your users can have in their library accounts at
36. ary Manager and Smart Lists Your Collection Development Specialist is also always available to provide further assistance in building cart automation plans that fit your needs Note You must have Holds Manager RTL Manager or Smart List permissions to access these tools OverDrive Marketplace User Guide Page 49 Holds Manager At your digital collection website demand builds as your users or students place titles on hold Holds Manager lets you respond to this demand quickly and easily by building carts or automating orders based on holds Every time your Holds Manager plan runs you can have it create a cart for your review Or Holds Manager can automatically place a holds driven order on your behalf Each time your plan runs you ll be notified by email You can create one Holds Manager plan for all holds or you can create a separate Holds Manager plan for each format eBook audiobook or video available at your library or school To get started with Holds Manager choose Automate Carts from the Shop drop down menu then select Holds Manager From here you can click the Create new button to create a new plan or select an existing plan and click Edit At any time you can also select a plan you ve created and click Run now to have that plan create a cart for your review within five minutes Run now will never place orders automatically s Create new Mi 4 Edit y You ll be asked to answer the fo
37. ase You ll see your library s fee listed on the periodicals landing page in OverDrive Marketplace and also on your confirmation page when you place your first periodicals order Lending terms All periodicals fall under the Simultaneous Use lending model meaning you can circulate multiple copies simultaneously and your MARC record settings for Simultaneous Use titles will apply but some periodicals have a monthly circulation cap You can purchase multiple subscriptions of the same periodical in order to boost the cap for your library OverDrive Marketplace User Guide Page 21 If a circulation cap exists this will be clearly marked in OverDrive Marketplace Better Homes and Gardens Unit s 1 Add to main cart Meredith Corporation 3 nook Meredith Corporation 44 9 NA me m gm Food amp Cooking Hickehit F Simultaneous use for a max of 500 checkouts per Language s English l issue for 1year Issues per year 12 On sale date 11 4 2014 NOOK supported devices NOOK Periodicals Periodical subscriptions expire one year from the date that the periodical first appears on your public facing site Please note that once end users send a periodical from your library site to their NOOK or NOOK app the periodical is theirs to keep That copy will not go back into your library s circulation pool How periodicals work on your public facing site When you subscribe to a periodical the most recent issue
38. c or advanced searches that you d like to run more than once To save a search fill in your search criteria in the basic or advanced search form then select Save instead of Search In the pop up window that opens name your search Here you can also give your search a description and you can choose to pin your search to your Shop sidebar for maximum ease of access Save search Name New cookbooks Description Cooking food titles that have gone on sale in the past week Pin search to menu Save Cancel Each time you run a saved or pinned search it will refresh with the latest results that fit your search criteria Where are my saved searches All of your saved and pinned searches are stored under All saved searches located in the left sidebar under the Shop tab Must haves New cookbooks All saved searches dry New cookbooks YA audiobooks OverDrive Marketplace User Guide Page 32 Where are my pinned searches Pinned searches are stored directly in the left sidebar under the Shop tab for one click access They re also included in your list of All saved searches Must haves a New cookbooks dy All saved searches How do edit or delete my saved and pinned searches You can edit or delete your saved and pinned searches by expanding All saved searches in the left sidebar Click the X icon to delete a search Click the pencil icon to edit and re save a search Must haves
39. category Invoicing support Questions about invoicing content credit payment or the like Complete our Invoicing support form for assistance If you re requesting that an eBook be added to Marketplace please first confirm that the book you re requesting is available as an eBook The easiest way to do this is to look up the book on amazon com and see if it exists in Kindle format If it does it s available as an eBook If the book does not exist in Kindle format it likely does not exist as an eBook and can t be made available in OverDrive Marketplace until the author or publisher allows it to be made into an eBook Some popular books that do not currently exist in eBook form include e Catcher in the Rye J D Salinger e The Bell Jar Sylvia Plath e The Autobiography of Malcolm X e The Time Traveler s Wife Audrey Niffenegger e Little House on the Prairie Laura Ingalls Wilder e The Little Prince Antoine de Saint Exupery OverDrive Marketplace User Guide Page 17 Preorders A preorder title is a title that has not yet reached its street date the date it becomes available to the public and some details about it like price may not yet be finalized by the publisher In Marketplace you can add preorder titles to your public facing site so users can start placing holds and you won t be invoiced for those titles until their street dates Show or hide preorder titles You can choose to show or hide preorder titles f
40. ck Draft changes X Delete collection s de You ll be taken to a draft version of your published collection where you can delete and rearrange titles in the collection As long as your draft collection is pinned you ll also be able to search for new titles and add them to your draft Pin this draft to add titles to it as you curate Your site will continue to display the published collection while you work on the draft version then when you re ready you can publish the draft to update your published collection Note You may need to refresh your public facing site after you publish a collection in order to see it updated on your site OverDrive Marketplace User Guide Page 69 How to delete a collection To remove a published collection from your site but save a copy of it for future use select the collection then click Draft changes anges X Delete collection s This will create a draft version of your collection which will be stored in your Draft collections list for future use You can then delete the published collection by selecting it and clicking Delete collection s 2 Draft changes X Delete collection s When you delete a published collection it is automatically removed from your live site Note You may need to refresh your public facing site after you delete a collection in order to see it removed from your site OverDrive Marketplace User Guide Page 70 REPORTS
41. d user support permission you ll also see the following end user support tools under the Support tab Ve 7 Manage holds Move or cancel a user s place on the holds list for a title Return titles Return a title from a user s account before the end of the lending period Merge barcode activity Merge a user s original and new barcodes Reset downloads Reset a user s download link If you don t have End user support permission contact your library s Marketplace administrator to have them either add this permission to your account or direct your request to the appropriate party Continue reading for detailed steps on how to use each end user support tool Manage holds To cancel a user s hold or move a user up or down the holds list for a specific title follow these steps 1 Select the Manage holds button under the Support tab 2 Inthe Search window that opens locate the desired hold by entering the title barcode or user email address for the hold then click Search 3 Click the pencil icon next to a hold to edit or remove that hold OverDrive Marketplace User Guide Page 98 Return titles To return a title from a user s account before the end of the lending period follow these steps 1 Select the Return titles button under the Support tab 2 Inthe Search window that opens locate the desired title by entering the title barcode or user email address then click Search 3 Select the titl
42. de Page 73 included in the Report summary Consortium totals not the Report summary Advantage totals at the top of the page Library statistics This report gives an overall snapshot of your library activity Use it to view your total titles owned including preorder titles checkouts holds and unique users with checkouts unique user meaning each user only counts once no matter how many titles he she checks out Most viewed titles This report displays your 50 most viewed titles on your digital library site within the past 30 days or another time period that you specify Your most viewed titles are calculated based on the number visits to each title s details page OverDrive Marketplace User Guide Page 74 Website Statistics reports Top referrer URLs This report provides some insight into how your users are finding your digital library site by providing your top 50 referrer URLs the URLs from which users are accessing your site Some reports may include a data point for Referrer not detected which covers cases where your site was accessed from a source with no URL such as a browser bookmark an email link user typed your URL in their browser etc and cases where the referrer URL was blocked through the user s browser or proxy server settings Most viewed pages This report displays the 50 most viewed pages on your digital library site within the past 30 days or another time period
43. e on Windows and Mac computers and transfer to many eBook readers OverDrive Marketplace User Guide Page 12 Open EPUB Open EPUBs are similar to Adobe EPUBs but they are DRM free not digitally protected and thus compatible with a wider variety of programs and devices Adobe PDF Download to free Adobe Digital Editions software on Windows and Mac computers and transfer to some eBook readers Not compatible with most mobile devices Open PDF Open PDFs are similar to Adobe PDFs but they are DRM free not digitally protected and thus compatible with a wider variety of programs and devices For more information please see what are the differences between eBook formats Periodical formats NOOK Periodicals Download to the free NOOK app for Android iOS iPhone iPad iPod touch or Windows 8 or download directly to compatible NOOK tablets like the Samsung Galaxy Tab 4 NOOK NOOK HD and HD NOOK Tablet or NOOK Color Audiobook formats OverDrive Listen A browser based format that doesn t require any downloads or extra software audiobooks open right in your web browser Compatible with the latest versions of major web browsers Firefox Chrome Safari and Internet Explorer 10 and above meaning that it works on many computers tablets and smartphones A good option for shared computers devices Learn more about OverDrive Listen compatibility here MP3 Download to the free OverDrive app for Android including Kindle Fir
44. e s you d like to return to your collection then click Return title s Merge barcode activity Merging barcodes allows users to retain their OverDrive checkouts holds and other account activity when they switch library cards for example if they lose their original card To merge barcodes follow these steps a Select the Merge barcode activity button under the Support tab 2 Enter the original and new barcodes then click Search 3 Once we find the original barcode in our records you ll be prompted to select it from the left side of the screen If we find the new barcode in our records you can select that from the right side of the screen too Note We must be able to find the original barcode but not necessarily the new barcode in our records in order to complete a barcode merge 4 Once you ve selected the original barcode and either selected or entered a new barcode click Merge 5 Select Yes in the Merge barcodes window that opens The merge will take effect immediately so the user will be able to access their original account activity when they log in with their new card Please note that once you merge two barcodes the activity under either barcode will now be associated with both barcodes The only exception is for Marketplace reports where historical activity associated with the original barcode will remain associated with that barcode and any activity after the merge will be associated with whicheve
45. e tablets NOOK tablets and Kobo tablets Chromebook iOS iPhone iPad iPod touch Windows 8 or Windows Phone Or download to free OverDrive software for Windows and Mac computers and transfer to Apple devices and many other MP3 players Video formats Streaming Video Opens right in your web browser and requires an active internet connection Compatible with mobile devices and computers that have a browser with HTML5 support such as Chrome Firefox Safari or Internet Explorer Some DRM protected videos may require the OverDrive app for iOS or Android or Adobe Flash Player on a computer Learn more about streaming video compatibility here OverDrive Marketplace User Guide Page 13 What are the standardized reading levels and scores that see for some titles Many juvenile and young adult titles in OverDrive Marketplace have been assigned standardized reading levels and scores which may include e Text difficulty e Interest level e ATOS book level e Lexile Measure Allegiant Divergent Trilogy Book 3 Divergent Trilogy Veronica Roth HarperCollins Publishers Inc HarperCollins Katherine Tegen Books Young Adult Fiction Science Fiction Recommend subjects Language s English On sale date 9 16 2013 Street date 10 22 2013 Text difficulty Grade 4 Grade 5 interest level UG Upper grades 9th 12 ATOS book leve 57 Lexile Measure 8301 SAMPLE wW Preview full title These l
46. erDrive Read eBooks are technically compatible with any device that supports OverDrive Read but are best for devices with larger screens e g iPads laptops since text cannot be resized though you can zoom in and out Learn more about fixed layout OverDrive Read eBooks here OverDrive Read with narration Read Along Some OverDrive Read eBooks come with a special read along feature which means that they have professionally recorded narration that plays along while you read These read along eBooks have slightly different compatibility requirements than standard OverDrive Read eBooks Learn more about compatibility for read along eBooks here MediaDo Reader A browser based format designed to display specially formatted content like graphic novels or books that read right to left Like OverDrive Read MediaDo Reader doesn t require any downloads or extra software eBooks open right in your web browser Compatible with most current web browsers like Firefox Chrome Safari and Internet Explorer 9 and above meaning that it works on most computers tablets and smartphones A good option for shared computers devices Learn more about MediaDo Reader compatibility here Adobe EPUB The industry standard eBook format Download to the free OverDrive app for Android including Kindle Fire tablets NOOK tablets and Kobo tablets OS iPhone iPad iPod touch Windows 8 or Windows Phone Or download to free Adobe Digital Editions softwar
47. evels and scores can help libraries find titles that meet specific reader needs and can also help readers decide which titles are right for them You can learn more about what these levels and scores mean by clicking the question mark icons next to a title s reading levels in Marketplace or by consulting What are the standardized reading levels that see on my library site and what do they mean on OverDrive Help OverDrive Marketplace User Guide Page 14 How do know which Marketplace titles already own There are two ways to see which Marketplace titles you already own search or filter by Holdings or look at your holdings for individual titles Search or filter by Holdings When you run a basic or advanced search or just open a featured collection in Marketplace you can use the Holdings search field or search results filter to just see titles in your collection or not in your collection Holdings Any Nat in collection In collection In collection amp on hold In collection amp 5 or fewer checkouts remaining In collection amp O checkouts remaining In collection amp 30 days or less remaining In collection amp 0 days remaining Note If you re signed into Marketplace as an Advantage library you ll see Holdings filters for both your Advantage and consortium collections Look at your holdings for individual titles There are several places in Marketplace where you ll
48. files are processed Cancel C You can then return to the form at any time by selecting Continue work on the Local Content homepage Continue work Information about the last title you worked on is automatically saved Bim 8 in your work queue Click here to pick up where you left off ni l di If you want to clear the form and start over select Clear my queue on the Local Content homepage Clear my queue Information about the last tithe you worked on is automatically saved in your work queue Clear your work queue here OverDrive Marketplace User Guide Page 92 Where to find your Local Content title in Marketplace Choose Local Content from the Admin drop down menu then select Edit a title to see a list of all your Local Content titles Please note that the Edit a title option will be grayed out if you are currently working on adding a new title since only one title can be added or edited at a time In this case you must finish adding your title or select Clear my queue in order to be able to select Edit a title What to do if we couldn t process your Local Content file s If we were not able to process one or more formats for your Local Content title there was likely an issue with the source file you submitted for that title In these cases a red message may appear on the details page for your title in Marketplace that says something like this We were not able to process the Adobe PDF eBook version of this
49. gain OverDrive Marketplace User Guide Page 41 Edit cart contents Click on a cart s name to open its Cart details where you can view and edit the cart s contents Book club favorites art type Select List q i 165 Unit s i 3 126 35 Last edited on 1102015 j by EE Purchase p All of the columns on your Cart details page s are expandable and collapsible These columns are also movable just drag and drop column headers to rearrange them If you mouse over a column header a drop down menu will appear which you can use to sort your cart contents You can also select Columns from this drop down menu to hide or show any of the columns Audience cubied a Young Adult Ficti Sai Sort Ascending Sort Descending Adult Fiction Columns If your cart contains a lot of titles your Cart details may be multiple pages long You can use the arrows located above your cart contents to navigate through these pages or enter a page number in the Page box to jump directly to that page Page 1 ofii b bl 50 wr K OverDrive Marketplace User Guide Page 42 To change the number of titles displayed per page use the drop down menu to the right of the page numbers Page 1 ofii b bi 50 v 10 25 E Title Ed 50 100 1 5 Litte Monkeys q ul Jumpin on the 300 Bed A Sing N Fi Count Book KAA 2 The 5 W s 9781402792113 TEAL mL A To delete a
50. gs an Argument Select lending moc w Delete Everything s an Argument with Readings Select lending moc Delete Do this later Cart type Select List al Unit s TBD 14242015 6 Unlocked OverDrive Marketplace User Guide Page 11 Understanding digital formats When you buy a title in Marketplace you get all of the formats listed for that title Your users will select the format that works on their device after they borrow the title Please note that not every title will work with every device Below is asummary of how the different digital formats available in Marketplace work with popular devices Note If you re looking for a list of all the formats that work on a specific device check out the device profiles on OverDrive Help instead eBook formats Kindle Book U S only Amazon s eBook format available in the U S only Compatible with Kindle devices free Kindle reading apps and Kindle Cloud Reader Users will need an Amazon account to borrow Kindle Books OverDrive Read A browser based format that doesn t require any downloads or extra software eBooks open right in your web browser Compatible with most current web browsers like Firefox Chrome Safari and Internet Explorer 10 and above meaning that it works on most computers tablets and smartphones A good option for shared computers devices Learn more about OverDrive Read compatibility here Fixed Layout OverDrive Read Fixed layout Ov
51. hance to review carts generated by Smart Lists before placing orders Carts created by your Smart Lists will appear in blue on your Carts page Note Smart Lists include or exclude preorder titles based on your account level preorders setting See the Preorders section of this guide for more details We encourage you to contact your Collection Development Specialist for personal assistance in setting up Smart Lists You can also get started by choosing Automate Carts from the Shop drop down menu then selecting Smart Lists From here you can click Add Smart List to create a new Smart List or select an existing list and click Edit At any time you can also select a list you ve created and click Run now to generate a current version of that Smart List within five minutes e Add Smart List a ume 4 Edit y You ll be asked to answer the following questions when creating or editing a Smart List User demand and budget e Do you want to limit the number of titles to include on this Smart List We recommend setting a limit on the number of titles included in each Smart List based on how many titles you feel comfortable reviewing at a time e Do you want to limit how much you spend per month We recommend selecting No limit since you will have the chance to review each Smart List before ordering and remove titles as needed then e How many copy s of each title should be added e Do you want to cap the number of copy s on titles in yo
52. her plan Select Simultaneous Use from the Shop drop down menu to get started A Periodicals Q Cost Per Circ Simultaneous Use Q Self Published Automate Carts OverDrive Insights Promotion Purchase Content Credit E Switch to Curate Please note that you cannot combine titles from different publishers in any Simultaneous Use plan Please also note that publishers offering Simultaneous Use plans may not offer all of their titles under the Simultaneous Use lending model Quick keyword search Once you ve selected a publisher plan you can enter keyword s in the Search within results bar located in the top left corner of each publisher s results page to locate specific titles from that publisher ril E mnara ha sati it Tr lr la pal IL Maa ii a E TEIL 4 eS a A hy Advanced search Use the advanced search located in the top left corner of each publisher s results page to run a search by title author series edition audience subject language awards text difficulty ATOS book level Lexile Measure price and more Q Advanced search OverDrive Marketplace User Guide Page 36 Filter your search results After a quick or advanced search of a publisher s Simultaneous Use catalog you can narrow down your results using the filters on the left Filters can include format subject language text difficulty ATOS book level Lexile Measure and more OverDrive Market
53. hether to include or exclude preorder titles from this report If a title was originally purchased outside the specified date range but additional copies were purchased during the specified date range the title will still be excluded from this report However the number of copies purchased owned will include all copies purchased up to the time you run the report not just copies purchased within your specified time period You can also use this report to view titles purchased within your specified date range that have a minimum or maximum number of checkouts for example titles that have been checked out a minimum of 50 times There are many options by which to sort your results including number of total or currently active checkouts number of total or currently active holds and turnover rate If you want to run this report from the inception date of your digital library select Collection statistics under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update Advantage libraries The Date added to site column will show the date the title was first added to the consortium s collection if there are consortium holdings of the title Additionally if your Advantage account has purchased extra copies of a title that is owned by the consortium those copies will be OverDrive Marketplace User Gui
54. ices for carts that you order that were created by your Smart List This is for your records only When you re ready select the Save button to save your Smart List Save Cancel You ll be taken to a confirmation page where you can review the terms of your Smart List If these are all correct select Save this plan Save this plan Cancel W You can also click Cancel to return to the Smart List form and edit your plan your previous settings will be saved If you have any questions about Smart Lists please contact your Collection Development Specialist OverDrive Marketplace User Guide Page 59 Self published content In the Shop drop down menu you may see an option to shop Self Published content Q Periodicals Q Cost Per Circ l Q Simultaneous Use Q Self Published Automate Carts OverDrive insights Promotion Purchase Content Credit C Switch to Curate If you select this option you ll be able to browse search filter and shop from a catalog of self published titles Self published content falls under the One Copy One User lending model so any cart s you create for self published titles will appear with the rest of your One Copy One User amp Metered Access carts You can also add self published titles to existing One Copy One User amp Metered Access carts Note The catalog of self published content is separate from content published through the Local Content program Fo
55. imum Open EPUB 100MB maximum Adobe PDF 100MB maximum Open PDF 100MB maximum 6 Continue reading this guide for help uploading your files and completing the local content form You can save your work at any time by selecting the Save work in my queue button OverDrive Marketplace User Guide Page 86 Save work in my queue sel live once all files are processed Cancel C Then you can return to the form later by selecting Continue work on the Local Content homepage Continue work Information about the last title you worked on is automatically saved MA El in your work queue Click here to pick up where you left off es 7 When you re ready to submit the Local Content form click the Set live once all files are processed button Your title will be published to your public facing site as soon as OverDrive has processed all associated files Save work in my queue Set live once all files are processed Cancel C OverDrive Marketplace User Guide Page 87 How to upload audiobook files The files for an audiobook must be submitted to OverDrive via FTP separate from the Local Content form for the audiobook title Please contact your OverDrive Account Specialist whose contact information is listed under the Support tab for your specific FTP instructions Audiobooks titles must be submitted to your OverDrive FTP site as a group of numbered MP3 tracks no longer than 79 minutes each saved in a zip file wi
56. ing location s select Publish to publish your collection Publish Collection select where you want to publish Back to School 2015 Main Site where will collections display Browse Collections 06 Empty Kids eReading Room where will collections display Home amp Collections Menu 01 Empty T Screening Room where will collections display T Un mapped Newsstand where will collections display Unmapped a Cancel Note You may need to refresh your public facing site after you publish or unmap a collection in order to see it added or removed from your site How to pin and unpin collections You must pin a draft collection before you can add titles to it You can pin up to 10 draft collections at a time To pin or unpin a collection click its pin icon on the View Collections page When the collection is pinned its pin icon will turn orange When it s unpinned its pin icon will turn black ar series Popular series p x R Back to School 2015 Gear Up for Back to School You can also select a draft collection to open its details page and then pin or unpin it from there Back to School 2015 A 6 unockea EN Last edited on 11 11 2015 by Pin this draft to add titles to it as you curate Main Site Summary Enter summary information for the lanquages offered at your public facing site OverDrive Marketplace User Guide Page 67 How to edit a draft collection Select a draft collect
57. ion to open its details page Page 1 of1 100 F Pinned Working Title Description E 1 Popular series F 2 New Year New You E 3 videos bio Behind the Scenes F 4 Blockbuster Films Blockbuster Films From there you can edit the title description translations if applicable and display options for that collection as well as delete titles Select Save to save your changes before leaving the page 4 Publish draft To add titles to a draft collection first make sure that the collection is pinned Page 1 ofi 100 v F Working Title Description E Popular series E New Year New You E 3 videos bio Behind the Scenes E 4o Blockbuster Alms Blockbuster Alms Then search for titles and add them to your collection Add to main collection Add to Popular series e Add to new collection OverDrive Marketplace User Guide Page 68 How to edit a published collection Select a published collection to open its details page Description Oo 0 0 Looking for recommendati From there you can edit the title description translations if applicable and publishing destinations for that collection Select Publish to publish your changes Publish If you want to add delete or rearrange titles in a published collection first you ll need to create a draft version of that collection To create a draft version of a published collection select the collection then cli
58. ive you can change it at any time Note that lf you adjust budget or checkouts user for the current month it can take up to 24 hours to fully process Cost Per Circ month start and end are based on UTC time For each field enter a number 0 or greater November 2015 upto 100 00 USD up to 59 checkouts user lo December 2015 upto 0 00 USD up to 0 checkouts user 4 Onthe Confirm plan page review and confirm each condition of your CPC plan then select Confirm to set the publisher s catalog live on your public facing site Note The exact start and end times for each month in your CPC plan are based on Coordinated Universal Time UTC OverDrive Marketplace User Guide Page 25 How to edit a CPC plan You can edit your monthly budget limits and per user checkout limits for your CPC plans at any time including mid month To edit a plan select that plan s Budget and Policies link then enter your new budget and checkout limits Disney Disney For over 90 years The Walt Disney Studios has been the foundation on which The Walt Disney Company was built From humble beginnings as a cartoon studio in the 1520s to today s global corporation The Walt Disney Company continues to proudly provide quality entertainment for every member of the family across America and around the world After you ve updated your budget and policies make sure to select Next then Confirm on the Confirm plan page to
59. k ePublisher EPUB conversion Several competent firms provide flexible cost effective options to convert current or backlist titles to a variety of eBook formats including EPUB Such firms include Aptara Innodata lsogen and Jouve among many others These are good options to consider if you are looking to convert a large catalog to EPUB EPUB validation You can use an EPUB validator to check for errors in your completed EPUB We recommend the IDPF s EPUB validator OverDrive Marketplace User Guide Page 95 MARC records If you have MARC records permission you can manage all of your MARC record preferences on the MARC records page under the Admin tab ADMIN Marketplace settings Marketplace users Library site admin Weed Collection Local content MARC records J Here you can e Order MARC records for your Cost Per Circ Simultaneous Use and Metered Access titles e Review your options for MARC record providers e Request sample files for the different MARC providers OverDrive MARC Express OverDrive MARC Express offers ready to load MARC records to your library at no cost We create these minimum MARC records in house and deliver them to an OverDrive hosted FTP site the day after you place a content order Your library can then load the record as is or edit to suit your specific needs It s a fast free way of getting records into your catalog and synchronizing it with your OverDrive digital co
60. l publishing industry An EPUB is a package of structured web content including HTML5 CSS SVG images and more bundled into a single file that is easy to distribute and is compatible across a range of EPUB compliant reading devices and applications For more information about the EPUB standard we recommend visiting the official IDPF website Why EPUB EPUB eBooks are reflowable meaning that the text automatically resizes to fit each device s screen unlike PDFs where the user has to zoom in and out to adjust text size EPUB eBooks are compatible with a wide variety of devices and applications including OverDrive s mobile app which is available for Android iOS iPhone iPad iPod touch Windows Phone Windows 8 BlackBerry Kindle Fire devices NOOK tablets and Kobo tablets Furthermore the current EPUB standard EPUB 3 0 allows for sophisticated features such as complex layouts multimedia elements and interactivity In addition OverDrive can ingest EPUB files to create eBooks in OverDrive Read format This means that EPUB eBooks you submit through Local Content will be made available to library users in both EPUB and OverDrive Read formats How do create EPUBs EPUB creation tools There are many paths to creating your own EPUB eBooks for a variety of costs and skill levels For example you can create and export EPUB files using Adobe InDesign and EasyPress Technologies provides an online EPUB creation tool called Atomi
61. lan is increased at any time or reset at the beginning of the next month How to create a CPC plan 1 Select Cost Per Circ from the Shop drop down menu Note The Cost Per Circ lending model is only available for certain geographic regions at this time If you don t see Cost Per Circ in your Shop drop down menu that means that it s not yet available for your library Q Periodicals A Cost Per Circ A Simultaneous Use Q Self Published Automate Carts QvernQnve insights Promotion Purchase Content Credit E Switch to Curate 2 Select the Budget and Policies link for the plan you d like to set up or to see which titles are included in the plan and how much they cost per circulation select View the Collection OverDrive Marketplace User Guide Page 24 Disney Disney For over 30 years The Walt Disney Studios has been the foundation on which The Walt Disney Company was built From humble beginnings as a cartoon studio in the 1920s to today s global corporation The Walt Disney Company continues to proudly provide quality entertainment for every member of the family across America and around the world 3 After you select Budget and Policies enter your monthly budget limits and per user checkout limits for titles from that plan When you re ready select Next Note You can come back to this page and change these limits at any time Budget cap and max checkouts per end user Once you set a plan l
62. lection A Ween 61 What are published and draft collections ooonccnconocnnnonaconnnnnnonononaconnonanonnnnnnrnnnnnnonnnonanononnnaoss 62 HOwWrto create a MEW CO lec atada 62 Tips TOM creatine collect alte alae rice O 64 HOW LO publish drait collect Narra 65 How to pin and unpin collectiONS ooccccoocccncnnncnnnnnncnnnonanonnnonaronnnnnonnnonononnnonnronnonannnnonnnonnnnnacnnnnnnninns 66 Howto eqit a draft COME CU ON asiatico 67 Howto altia published colection siressa A A es 68 Howto delete a COME CUION d a A 69 REPORTS io 70 Collection Usage renos od 71 SA o dua deceesaaieceeeus 71 CIRCULA LON ACUM ici a eee 71 Project GutenDere aci 72 Recommendation aceite Desai 2 tients dle 72 Collection statistics Ot 72 bray St C S anana E A Sah ccc stasiec tea sac it acta ten tect ic a ANANN 73 MOSECVIEWEOR Ulea 73 Website Statistics epoca 74 Top reterrer URSS td 74 OverDrive Marketplace User Guide Page 4 MOS VIEW CO dC CS CO ORIBE O OO o E nee tatesnataadevacusancean sees 74 Purchases amp SUDSCrIDCIONS te pots aia aaa iaa lab 75 Purchase order MS sirasi dois one ent erate dahil cay hotell nea rail ayia teal ties ctl 75 Contenteredit order sto Vida 75 Simultaneous Use Or la 75 CPCINVOriNE NINO Vi E ee ee ade ee 75 O sae aedeansaanaersastragen toabeadesataceaakeneteadaubiacessesnseacen 75 Recalled Conte tasca 76 User SEatStESTEDO Sii 77 SESE eC MOC OUTS A AE 77 NEW WISE Tesista OASIS a 77 A O ON 77
63. lete the payment steps below To complete your purchase select a payment method You can e Pay by credit card If you select this option you will see prompts to enter a new credit card or use a Saved credit card to complete your purchase Pay 3126 35 USD now by credit card Bill my account Pay by credit card e Bill your account If you select this option your library will be invoiced for your purchase Pay 3 126 35 USD now by credit card e Bill my account Complete purchase OverDrive Marketplace User Guide Page 48 Automate Carts Our cart automation tools allow you to streamline and automate the processes of selecting and ordering content in OverDrive Marketplace These tools save time and take the guesswork out of collection development by automatically building carts or submitting purchase orders according to your specifications Additionally Holds Manager and RTL Recommend to Library Manager allow your users or students to help drive your purchasing decisions through their holds or recommendations You ll find the cart automation tools in the Shop drop down menu Q Periodicals AL Cost Per Circ A Simultaneous Use A Self Published Automate Carts OverDrive insights Promotion Purchase Content Credit C Switch to Curate In this guide you ll find getting started instructions and best practices for using each of the three cart automation tools Holds Manager RTL Recommend to Libr
64. lity to search by cart name subscription plan and internal order ID If you want to run this report from the inception date of your digital library select Simultaneous Use orders under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update CPC invoicing history View your past months invoices for Cost Per Circ checkouts For more information about how the Cost Per Circ lending model works please see the Cost Per Circ section of this guide MARC record orders View all of your library s MARC record orders to date OverDrive Marketplace User Guide Page 76 Recalled content There may be occasions when purchased content is recalled for example if the digital rights for a title were incorrect With this report you can view details on recalled content including the title s purchase details and the credit issued for recalled titles If you want to run this report from the inception date of your digital library select Recalled content under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update OverDrive Marketplace User Guide Page 77 User Statistics reports Search checkouts Search for checkouts by ID library card number
65. llection OverDrive Marketplace User Guide Page 96 NEWS Critical alerts are located under the News tab When you receive new alerts red notifications will appear on the News tab As you open and read alerts you can archive them by clicking Archive Notifications will disappear from your News tab as you archive each alert Access your archived alerts at any time by opening the News tab and clicking View archived alerts you may have to scroll to the bottom of the page to see this link Alerts No new alerts have been posted Check back often to keep up on the latest from OverDrive View archived alerts Under News you can also e View upcoming OverDrive hosted events under Events e Connect with us through social media under Connect with OverDrive O E amp e Sign up for our communications about new content special offers OverDrive news and more by clicking the Update your email preferences today box and following the prompts Never miss a message from OverDrive ramm Update your email preferences today OverDrive Marketplace User Guide Page 97 SUPPORT Under the Support tab you ll find personalized contact information for your library s OverDrive team as well as links to e Marketplace User Guide e OverDrive Help e OverDrive Learning Center e Marketing and Outreach resources e Our general support form e Our invoicing support form requires Invoicing permission If you have En
66. llowing questions when creating or editing a Holds Manager plan User demand and budget e Do you want to fill holds based on the number of holds or by holds ratio We recommend filling holds based on holds ratio since it takes into account how many copies of a title you already own e Do you want to limit how much you spend each calendar month If you set a limit on how much you want to spend fulfilling holds through Holds Manager each month Holds Manager will stop adding titles to your cart or purchase order when that limit is reached for a given month e Do you want to limit how much you spend per cart A cart is created each time your Holds Manager plan runs If you have your Holds Manager plan create multiple carts each month and you also set a monthly spending limit setting a per cart spending limit is a good way to ensure that your monthly budget is evenly used throughout the month For example You set a 400 monthly spending limit and schedule your Holds Manager plan to run weekly meaning it would create 4 carts each month If you want to make sure that the whole 400 isn t spent on the first cart you might set a cart spending limit of 100 to ensure OverDrive Marketplace User Guide Page 50 that holds are fulfilled evenly throughout the month e Do you want to limit the copies purchased for a given title e Do you want to exclude titles based on price e Do you want to exclude titles that are currently pending in other
67. lly select Run new report 5 Inthe Report options window choose the option to show only Advantage titles in your report results the wording for this option may vary by report then click Update Branch Website Standard and mobile Report options Checkouts by Branch Borrowed from All Branch Advantage Checkouts how all checkouts bought by consortium and or Advantage how all checkouts on Advantage owned titles Show only checkouts by my Advantage users on my Advantage owned titles Formats Streaming Video Language All Note The Library statistics report will display results for all Advantage accounts in your library system not just your account OverDrive Marketplace User Guide Page 79 ADMIN Under the Admin tab you can e Control Marketplace settings if you have Marketplace settings permission e Manage Marketplace users if you have Users permission e Set policies for your digital collection website if you have Library site admin permission e Weed or unweed titles from your collection if you have Library site admin and Weeding permission e Upload and edit Local Content if you have Local content permission e Manage your MARC record preferences if you have MARC records permission Marketplace settings T Marketplace users Library site admin Weed Collection Local content E E Y MARC records Marketplace settings If you have
68. lt Fiction Romance Historical Fiction Langa ce Eish U Adobe EPUB eBook On sale date 3 30 2015 Street date Estimated 14 3142075 This is a preorder title You can purchase it now and it will be available for end user holds You will not be invoiced until its street date Metadata price street date etc may change as the title moves through the publishing process Pending 4 Ow OGOU 4 Own MA 0 Own SU No 3 Holds 47 Holds ratio 11 75 On your Carts pages carts that contain preorder titles are shaded pink except for your main cart which is always orange and preorder titles are also broken out with their estimated price totals E Sample cart E Sample 2 Cart type Select List Cart type Select List T O Standard Unit s T 0 Standard Unit s 0 00 0 00 payable on cart submission payable on cart submission 1 Preorder Unit s 3 Preorder Unit s 24 99 Est 74 97 Est payable on the street date s of preorder title s payable on the street date s of preorder ttle s Last edited on 122015 Last edited on 1122015 by by Purchase Purchase 6 Unlocked Unlocked If you open a cart to view its details you ll see preorder titles highlighted in pink and you ll also see an estimated price total for preorder titles at the top and bottom of the page Displaying 1 2 of 2 Audien Ratin Lendin 3 Subjec Langue Pub Format Pendir ist model On Sale Street copy bought Doro Adult Liter Engli
69. mple search 2 Popular science titles for middle school readers Imagine that you d like to search for popular science titles that would be appropriate for middle school readers Here you can start with the Basic search 1 2 3 Enter both Juvenile Nonfiction and Young Adult Nonfiction in the Audience field A ud emncCce i Audience xX Young Adult Nonfiction Juvenile Nonfiction Clear If you were looking for titles for elementary school readers you might try just Juvenile Nonfiction and if you were looking for titles for high school readers you might try just Young Adult Nonfiction For middle school readers both juvenile and young adult titles might be appropriate Enter Science in the Subjects field Subjects Sublets X Science Clear Click Search or Save if you d like to save this search 4 When your search results appear use the Ascending Descending drop down menu to sort your results by Popularity by sales determined by sales in Marketplace or Popularity across libraries determined by checkouts holds at other OverDrive libraries and schools Results per page 50 Y Descending by Popularity by sales You can also use the filters on the left to narrow down your search results further and find exactly what you re looking for OverDrive Marketplace User Guide Page 35 Search Simultaneous Use To search Simultaneous Use titles you must first select a publis
70. not violate the proprietary rights of others including but not limited to contract copyright and trademark Library warrants and represents the Local Content does not contain matter which is libelous slanderous an invasion of privacy unlawful appropriation of name and likeness and defamation of character 3 Library acknowledges that OverDrive provides certain services for applying copyright protection for the Local Content Library is solely responsible for designating any and all copyright protection settings applied to the Local Content OverDrive makes no representations or warranties as to the effectiveness of any such software or services as applied to the Local Content 4 Library agrees to hold OverDrive its agents officers and directors harmless in any and all matters for any claims related to the upload deposit or distribution of Local Content in the Digital Library Reserve system 5 OverDrive in its sole discretion reserves the right without notice to reject or remove any and all Local Content deposited by Library if in OverDrive s sole opinion it reasonably believes the Local Content will expose OverDrive to any action liability damage and or potential exposure to third party claims OverDrive Marketplace User Guide Page 91 How to save your work for later At any time you can save your work by clicking the Save work in my queue button at the bottom of the form Save work in my queue set live once all
71. ntent titles published under your Marketplace account Select one of the buttons next to that title to edit add a format delete or delete a format if there are multiple formats for that title Federal Art in Cleveland 1933 1943 PELA Ada format PO Karal Ann Marling di CLEVWNET OH Cleveland Public Library U Adobe PDF eBook Art History Nonfiction Languages English On sale date 7 26 2006 Street date 7 26 2006 U Preview full title Note Once you delete a format for a Local Content title you cannot re upload that format for that title How to remove a Local Content title from your digital collection website Contact your OverDrive Account Specialist whose contact information is listed under the Support tab to have Local Content titles removed from your digital collection website In your request please include the title and creator of the work s you d like deleted Please note that even if you delete a Local Content title from your OverDrive Marketplace account you still need to contact your OverDrive Account Specialist to have the title removed from your public facing website OverDrive Marketplace User Guide Page 94 Local Content Introduction to EPUBs What is EPUB EPUB is the industry standard format for eBooks and other digital publications The EPUB standard is developed and maintained by the International Digital Publishing Forum IDPF the global trade and standards organization for the digita
72. ollow the prompts to copy or merge your cart s Copy merge cartis Please note that you cannot copy or merge Simultaneous Use carts OverDrive Marketplace User Guide Page 45 Copy or move titles from one cart to another You can use the Copy title s and Move title s features to copy or move titles from one cart to another 1 Open the cart containing the title s that you d like to copy or move 2 Place a check mark next to the title s in that cart that you d like to copy or move 3 Select the Copy title s or Move title s button ESO me Move titles s E 4 Inthe window that opens you ll be able to choose between copying moving the selected title s into an already existing cart or copying moving the selected titles into a new cart e f you d like to copy move the title s into an existing cart select your destination cart from the first drop down menu then select your preference for what we should do in case of duplicates Copy selected title s into an existing cart Movember Selections In case of duplicates Skip duplicates and keep the number of units in the destination cart T e f you d like to copy move the title s into a new cart select Copy selected title s into a new cart and fill out the requested information about your new cart e Copy selected title s into a new cart Fields marked by are required Cant name Cart description Pin as main cart Lock to preven
73. on Local content MARC records 2 Select Add a title from the Local Content homepage Add a title If your organization holds the necessary ownership rights licenses andor permissions to upload and distribute a title you can add it as local content and circulate it at your public facing site Start here da OverDrive Marketplace User Guide Page 85 3 Select Audiobook eBook or Video to continue Local Content details 63 y ld Audiobook eBook Video m 4 Select the format s for your title which will appear as the title s available formats on your public facing site The supported formats are e For audiobooks MP3 only Note For audiobook submission instructions please see the How to upload audiobook files section of this guide e For eBooks Adobe EPUB and OverDrive Read Open EPUB and OverDrive Read Adobe PDF Open PDF Note EPUB titles that you submit through Local Content will also be made available to your library users in the OverDrive Read format For eBook submission instructions please see the How to upload eBook files section of this guide e For video Streaming video only Note Video titles will be made available to your library users in the streaming video format but you must submit them through Local Content in MP4 format For video submission instructions please see the How to upload video files section of this guide 5 Select Continue Adobe EPUB 100MB max
74. on how many titles each individual user can borrow from that publisher s catalog per month CPC titles can be borrowed simultaneously by an unlimited number of people until your monthly budget runs out or until individual users reach their monthly circulation cap for titles in that plan For more information please see the Cost Per Circ section of this guide Simultaneous Use SU Simultaneous Use SU titles can be checked out by unlimited people simultaneously They usually expire from your library collection after a determined period for example after one year the only exceptions are titles added through the Project Gutenberg Simultaneous Use plan which never expire Simultaneous Use titles are added either as individual titles or as plans from specific publishers For example a publisher s Simultaneous Use plan might allow you to select any 50 titles from that publisher for a flat fee and circulate those titles to an unlimited number of simultaneous users for one year Please note that you cannot combine titles from different publishers in any Simultaneous Use plan OverDrive Marketplace User Guide Where can I shop for each lending model Choose a lending model from the Shop drop down menu A Periodicals Q Cost Per Circ A Simultaneous Use Q Self Published Automate Carts OverDrive insights Promotion Purchase Content Credit E Switch to Curate Page 8 You may see additional options in
75. only O copies available amp O holds Top 1000 by checkouts amp holds all libraries On hold Top 1000 by sales all libraries New to Content Reserve last 7 days New to Content Reserve last 14 days New to Content Reserve last 30 days Exclude previously purchased titles Exclude tithes in other carts Exclude Simultaneous Use titles OverDrive Marketplace User Guide Page 58 Scheduling e Plan status You can mark a Smart List as Inactive if you d like to stop running it for now but would still like to save it for later e On what date do you want this Smart List to run for the first time The earliest date you can schedule your Smart List to begin running is the following day however if you would like to run your Smart List immediately finish creating it and then select Run now from the Smart Lists homepage e After this Smart List runs for the first time how often do you want it to run going forward We recommend running your Smart Lists at least weekly For your records e Name this Smart List This is how the Smart List will be listed on your Smart Lists homepage e Name the cart that will be created by this Smart List This is an optional field where you can enter a separate name for the carts that will be generated by this Smart List e If desired enter an internal purchase order ID This is an optional field where you can enter an ID that will print on any invo
76. or your Marketplace account by selecting your name in the upper right corner of OverDrive Marketplace then selecting Show Hide preorder titles Select your preference in the popup that opens by default preorders are shown r Estimated content credit Estimated preorder total Show hide preorder titles Contact information Log out You can override your account level preference during the course of any given Marketplace session using the SHOW or HIDE button in the left sidebar clicking SHOW shows preorders while HIDE hides them Marketplac Preorder Titles A Note If you use Marketplace s cart automation tools please be aware that RTL Manager and Smart Lists include or exclude preorder titles based on your account level preorders setting When you set up a Holds Manager plan you can choose whether or not to include preorder titles For more information about these tools see the Automate Carts section of this guide OverDrive Marketplace User Guide Page 18 Identifying preorder titles In search results and on title details pages preorder titles will have a pink preorder label and explanatory note Their prices and street dates will often be marked as estimated Preorder Dearest Rogue Unitis 1 Addtomaincart Maiden Lane Series Book amp Maiden Lane Estimated 24 00 AA Elizabeth Hoyt F i BIA OCOU ON Hachette Digital Inc Grand Central Publishing Vision pa Y le l j Adu
77. place REPORTS OverDrive Insights ADMIN NEWS SUPPORT FEATURED Q Advanced search Results for Publisher accoun Britannica Digital Learning Format eBook C Search withi esults RS Q 1 500f1121 2 3 23 gt Goto Search Re Edit search Filter search by Not in collection 896 Selecta In collection all 225 In collection OC OU 224 de ca a You Can Do a Graphic Novel Barbara Slate Britannica Digital Learning Format Encyclopaedia Britannica Inc Britannica Digital Learning FIXED LAYOUT Young Adult Nonfiction Art Language Arts Language s English On sale date 3 13 2014 Street date 3 13 2014 Kindle Book 5 Special features Fixed layout 367 SAMPLE Audience O Preview full title Juvenile Nonfiction 757 Adult Nonfiction 188 at Young Adult Nonfiction 145 Aduk Fiction 4 Greek Gods amp Goddesses Subject Gods amp Goddesses of Mythology Science 426 Britannica Educational Publishing Michael Ta Encyclopaedia Britannica Inc Britannica Educational P History 17 Juvenile Nonfiction Reference 134 History Language s English Nature 11 On sale date 5 1 2014 gt Street date 5 1 2014 Geography 92 Biography amp Autobiography 83 OverDrive Marketplace User Guide Page 37 How to search for fixed layout or read along eBooks To search for fixed layout or read along OverDrive Read eBooks in OverDrive Marketplace open an ad
78. r Project Gutenberg titles that were added to your collection as part of the Project Gutenberg Simultaneous Use plan To see activity for those titles please use the Circulation activity report Recommendations If your library has enabled the RTL Recommend to Library feature on your public facing site you can use this report to view your users recommendations and easily convert them into a cart If you have Marketplace settings permission you can also enable the display of user email addresses these are the email addresses that users can enter when they make a recommendation in this report by adjusting your Marketplace settings located under the Admin tab To view the user email addresses associated with each recommended title as well as additional metadata about the title such as the price publisher format date of request and more click the number that appears next to that title in the Recommendations column If you want to run this report from the inception date of your digital library select Recommendations under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update Collection statistics View your overall number of unique titles copies licenses used and remaining checkouts and holds for titles originally purchased within a date range you specify You can choose w
79. r barcode the user uses to sign into your public facing website Please also note that you can only merge barcodes once If a barcode has previously been merged to a new barcode it can t be merged again If you d like to unmerge barcodes please contact OverDrive Support using the General support form under the Support tab in OverDrive Marketplace OverDrive Marketplace User Guide Page 99 Reset downloads To reset a user s download link for a title that they currently have checked out but for which they ve exhausted the download limit follow these steps 1 Select the Reset downloads button under the Support tab 2 Locate the checked out title by entering the barcode title or checkout ID then click Update 3 Click the View link next to the title 4 Onthe Checkout details page that opens click Reset user s download link Please note that only active loans that have been downloaded the maximum number of times can be reset If you don t see a Reset user s download link button either the download link is still active or the title has been returned to the library OverDrive Marketplace User Guide Page 100 How to edit your library s contact information on overdrive com Using the Library information or School information link in OverDrive Marketplace you can manage your library s contact information on overdrive com Follow these steps to add or update your library s address website social media URLs
80. r more information about that program please visit the Local Content section of this guide OverDrive Marketplace User Guide Page 60 Purchase content credit You can purchase credit for a Marketplace account on the Purchase Content Credit page located under the Shop tab Any subsequent Marketplace purchases on that account such as content or MARC record orders will then be applied against your content credit amp Periodicals Q Cost Per Circ Q Simultaneous Use Pi A Self Published Automate Carts OverDrive insights Promotion i Purchase Content Credit Switch to Curate To track how much content credit you have purchased use the Content credit order history report located under the Reports tab Please note that this report only shows how much content credit has been purchased not how much has been used Note U S accounts will also see their estimated content credit displayed in the upper right corner of Marketplace Please note that this is only an estimate of your current content credit and might not reflect recent purchases and or deposits OverDrive Marketplace User Guide Page 61 CURATE The Curate feature in OverDrive Marketplace lets you build customized collections of digital titles that you own and publish those collections to your library or school s public facing website Getting started with curated collections To get started choose Switch to Curate from the SHOP drop down menu
81. r search results Tips for creating collections e For the best results on your public facing site we recommend that every collection contains at least 12 titles and no more than 200 titles e If you want to add titles from a purchased cart to one of your collections o When you purchase a cart export its contents to a spreadsheet or use the Purchase order history report located under the Reports tab to export an old purchase order to a spreadsheet o From the curation interface click Advanced search amp curate to open the advanced search form o Copy all of the ISBNS from your spreadsheet and paste them into the ISBN field in the advanced search form then click Search o Add your search results to your chosen collection OverDrive Marketplace User Guide Page 65 How to publish a draft collection 1 Open the draft collection you d like to publish and select Publish Draft 2 The first time you publish a collection you ll be asked for your curator details your name and title You can always change your curator details by clicking your name in the upper right corner of the site then selecting Update your curator information Estimated preorder total Show hide preorder titles Log out Note At this time your curator details will appear in Marketplace for your reference only though they may be published publically in the future In the popup that opens select where you d like the collection to
82. rafts so you can edit and republish them in the future How to create a new collection 1 Click the Start a draft button in the Draft collections section Start a draft 2 Entera Display title which will appear on your public facing site and a Working title which will appear in Marketplace for your reference only then click Create Create Collection uf Fields marked by are required Display title Gear Up for Back to Schooll Working title Back to school 2015 Y Pin as main collection Lock to prevent changes by others Cancel Note If you plan to start adding titles to this collection right away make sure that Pin as main OverDrive Marketplace User Guide Page 63 collection is selected You can only add titles to pinned collections and you can pin up to 10 collections at a time 3 When you click Create you ll be taken to your collection s details page Here you can e Click the pencil next to your working title to edit it Back to school 2015 A e Click the lock to make your collection private so that other curators from your library can t edit it or if your collection is already private click the key to unlock it i P i P Private e Click the pin icon to pin or unpin your collection Pin this draft to add titles to it as you curate e Edit your display title this will appear on your public facing site e Entera description of your collection
83. revoke a CPC plan entirely and remove all of its titles from your public facing site select the Budget and Policies link for that plan then select Revoke plan Next Revoke plan Cancel O Note It can take up to 24 hours to completely revoke a CPC plan OverDrive Marketplace User Guide Page 27 Search One Copy One User and Metered Access There are several ways to search for One Copy One User and Metered Access titles Quick keyword search Run a quick keyword search using the search bar You can search for multiple terms at once for example entering twilight meyer into the quick search bar will yield results that contain both of those terms a Basic search Use the basic search located in the left sidebar to search by title author format subject publisher on sale date lending model your library s holdings and more Basic search q Q Advanced search Advanced search Use the advanced search also located in the left sidebar to search by any of the basic search criteria plus series edition language awards text difficulty ATOS book level Lexile Measure price and more Basic search A Advanced search in How to edit a search After you run a basic or advanced search you ll see an Edit search link above your search results Click this link to edit your search criteria and then save or re run your search 1 50 of 1 997 2 3 40 gt Goto Edit search _ OverDrive Marke
84. se cases you won t be able to choose the Simultaneous Use option if you re shopping in the One Copy One User amp Metered Access catalog and vice versa Carts with unspecified lending models If you add a title to a cart without choosing a lending model it will be highlighted in yellow in your cart and there will be a Select link in the cart s Lending model column rape 3 42 gt lso Je Tide The Business Writer s Companion Conve rations 37814576545 l NA 1A 1 8 20 2015 820 2015 in American Literature Elndie Bock Adobe POF OverDrive Marketplace User Guide Page 10 If you click Select you can choose a lending model for each applicable title You ll need to do this before you can purchase the cart select lending model x some titles in this cart are available in more than one lending model rows are shaded in yellow Click the Select link in the Lending model column to choose a lending model for each applicable title an ite Mote that you can de firs later You can re open thi hoosing te Select ink next to a Fie The Basic Practice of Statistics Select lending moc Y Select lending model The Business Writers Companion MA 12 months 141 61 MA 36 months 2 spletl lemma Mot Y The Business Writers Handbook Delete The Concise St Martin s Guide to Whiting Select lending moc Delete The Critical Thinking Companion Select lending moc Delete Everythin
85. see whether you already own an individual title e Beneath a title on a search results page e Onatitle details page e Onacart details page In each of these places if a title has already been added to other Marketplace carts for your library you will also see the number of Pending copies for that title You can click the Pending link to see which carts already contain that title On search results and title details pages you may see a colored dot next to certain ownership figures This means you can click on that link for more information For example if you own a title under the Metered Access MA lending model you might be able to click the Own MA link to see how many of the licenses for that title are remaining in your collection or when that title will expire OverDrive Marketplace User Guide Page 15 All the Light We Cannot See Unit s 1 Addtomaincart ALL THE A Novel LIGHT Anthony Doerr 15 99 WE Simon amp Schuster Inc Scribner CANNOT Adult Fiction Historical Fiction Language s English On sale date 4 29 2014 Street date 5 6 2014 MA 12 months 15 99 W Kindle Book Y OverDrive Read SAMPLE O Adobe EPUB eBook CO Preview full title Pendng amp Own OC OU Of 8 Own MA 739 OwnSU No Out7 8 Holds 326 Holds ratio 413 8 Total checkouts 872 If you belong to a consortium you may see two rows of numbers one row showing the figures for the shared collection and one row showing the figures for
86. set your changes live Note It can take up to 24 hours to apply Budget and Policies changes How to remove individual titles from a CPC plan If there are certain titles from a publisher s CPC plan that you don t want to display in your digital collection set the plan live then remove weed those titles from your collection using the Weed Collection feature in OverDrive Marketplace under the Admin tab Please see the Weed Collection section of this guide for more details ADMIN Marketplace settings Marketplace users Library site admin Weed Collection Local content MARC records Note You need both Library site admin and Weeding permissions to weed titles from your digital collection in OverDrive Marketplace OverDrive Marketplace User Guide Page 26 How to suspend or revoke a CPC plan If you d like to temporarily suspend checkouts from a CPC plan but want to keep the titles in that plan on your public facing site so your users can browse them and place them on hold select the Budget and Policies link for that plan then set your budget and per user checkout limit to 0 for the month s in which you d like to suspend checkouts November 2015 upto 100 00 USDI upto 2 checkouts user December 2075 up to 0 00 USD up to checkouts user January 2016 up to 0 00 USD up to O checkouts user Ls February 2016 upto 10000 USD I up to 2 checkouts user If you d like to
87. sts cocoooccnconaccnnnnnncnnnnnnonnnonaronnnnanonnnonaconnnnos 28 SOM yourse Mrest ai abr 29 PIES VOUS CAC resul olas 30 Save and DINS e CNES oa 31 Wheresatemv Saved SC dl COS na 31 Where are my pinned searches rs A Ad 32 How do edit or delete my saved and pinned Searches cccccesseccecseccecesececeesececeeeceeeeeseceesuneess 32 Where did my SCANEMODLIONS CO ii A A Aid 32 Sample SC ANCES sea ld nica 33 Search SIMU ANCOUS Usa 35 QUICK KeyWOrd Carchi A id 35 AdVancea scarico 35 PIER VOU ses renault ar betas 36 How to search for fixed layout or read along eBooks coocccnconoccnncnncconenononnnonaronnonaronnonnnonnnonaronnnnnionnos 37 A itt oteec rsh a telnet ah a tatiana ded et a E Relea tok 38 Where are my CatS Tania N 38 A A EEE E E E oe teccusennederieatutes 38 PI cas o dede oe ect Al earth oe ae Aes ae at E 39 LOCK CAN Serea ecse O 40 EME A E EE A E E E E E E E E EEE a 41 OverDrive Marketplace User Guide Page 3 EAEC gros UNE ear A En A 43 Delete Ca iaa ras 44 COPY MEE CARS id 44 Copy or move titles from ONE Cart tO another occccconccnnconoccnnnnanonnonanonnnnnnonnnonaronnonanonnonanonnnnnnonnnonos 45 PUG ASO catala 47 AUto mate CANS 250 ie aora 48 A ounecermaigeta A OAA 49 RIL Recommend to Library Manager ii 53 Smart Sosa 56 Sel pu DISC CONTE mabas seteae duets peli ate 59 Purchase coment CHC sacs aascetshevadtvacia a a a is io 60 CURATE aa Mia 61 Getting started with curated Col
88. t month since users who logged in on multiple days would be counted multiple times If you have Marketplace settings permission you can also enable the display of barcodes these are your users library card numbers or usernames in this report by adjusting your Marketplace settings located under the Admin tab If you want to run this report from the inception date of your digital library select Unique user activity under the Reports tab then select Run new report In the Report options window that opens change the Period Type to Specific leave the start date and end date fields blank and click Update OverDrive Marketplace User Guide Page 78 Running reports with Advantage titles If your library is part of a consortium and has purchased Advantage titles Advantage specific columns will appear when applicable You can also run the Current waiting list Circulation activity and Collection statistics reports to focus solely on your Advantage titles You can then run the report again with all titles to see what percentage of checkouts and holds are your Advantage titles To bring up the Advantage titles only option in the Current waiting list Circulation activity or Collection statistics reports 1 Log into Marketplace using your Advantage account 2 Click on the Reports tab 3 Select the Current waiting list Circulation activity or Collection statistics report 4 After the report loads automatica
89. t changes by others OverDrive Marketplace User Guide Page 46 5 Select the Copy title s or Move title s button at the bottom of the window to complete this process Copy title s st Copy titles to another cart The titles will remain in the original cart and be copied to the cart of your choice Selected title s After You a Copy selected title s into an existing cart November Selections T In case of duplicates Skip duplicates and keep the number of units in the destination cart Example if this cart has 2 units and the destination cart has 3 units keep 3 units O Copy selected title s into a new cart OverDrive Marketplace User Guide Page 47 Purchase carts Click on a cart to open the cart or click the green CHECKOUT button in the upper right corner of Marketplace to open your main cart then select the Purchase cart button Please note that if you don t have purchasing permission this button will be grayed out When you click Purchase cart the Purchase confirmation page will open where e You must read and confirm the purchase conditions e You can enter a purchase order number in the optional Internal purchase order ID field This number will print on your invoice for your records only e U S accounts may see an option to apply existing content credit to an order If you choose to apply content credit and it covers your entire order you do not need to comp
90. th an easily identifiable name Please follow these guidelines when submitting an audiobook e The MP3 should be encoded at 128kbps or above e The MP3 audiobook should be submitted as a zip file that is clearly named We recommend including the title of the work in the zip file name e Your audio source should be separated into multiple tracks with track breaks occurring at logical breaks in the audio such as chapters as if it were to be commercially distributed on CD Individual tracks cannot exceed 79 minutes in length e Tracks must be labeled so that they sort in order natively on the Windows OS Using numbers e g 01 02 10 11 etc at the beginning of each track works great to ensure the tracks sort in the correct play order for the encoding process How to upload eBook files eBook files can be uploaded directly to the Local Content form Once you select one or more eBook format s and click Continue you can use the Browse button to upload each format The maximum file size is 100 MB When you submit an EPUB eBook through Local Content we will also make that title available to your users in the OverDrive Read format For more information about getting started with the EPUB format and OverDrive Read please see the Local Content Introduction to EPUBs section of this guide m m T eBook Adobe EPUB D 100ME maximum Open EPUB Browse Upload a file pum
91. ting list report includes preorder titles so you can get a sense of end user demand e The Collection statistics report lets you choose whether to include or exclude preorder titles e The Purchase order history report lists preorder titles in each purchase order as well as the estimated preorder price totals As preorder titles reach their street dates new purchase orders will appear in this report with the confirmed prices for those titles e The Library statistics report provides the total number of preorder titles in your collection OverDrive Marketplace User Guide Page 20 Periodicals OverDrive has partnered with Barnes and Noble to make periodicals available for purchase in OverDrive Marketplace in the NOOK Periodicals format Please note that periodicals are only available to certain geographic regions at this time If periodicals are available to your library you can find them in the Shop drop down menu A Periodicals Q Cost Per Circ A Simultaneous Use Q Self Published Automate Carts OverDrive insights Promotion Purchase Content Credit E Switch to Curate Access fee If you add periodicals to your collection you will be charged a recurring annual access fee charged the first day that periodicals are available on your public facing site and every 12 months thereafter This fee is determined by your library s size and is the same regardless of how many periodical subscriptions you purch
92. title from your cart check the box next to the title then select the Delete title s button X Delete title s OverDrive Marketplace User Guide Page 43 Edit cart settings To edit a cart s settings click the pencil icon L Book club favorites Cart type Select List 150 Unit s 2 640 00 Last edited on 11 6 2015 by This will allow you to change the cart s name description pin status and lock status all in one place Edit Book club favorites x Fields marked by are required Name Book club favorites Description W Pin as main cart W Lock to prevent changes by others Save Cancel OverDrive Marketplace User Guide Page 44 Delete carts You can delete carts on the Carts page First select the cart s you d like to delete ook club favorites ant type Select List 165 Unit s 3 126 35 o 0 Last edited on 1116 2015 by Purchase Then click the Delete cart s button and follow the prompts to delete your cart s Copy merge carts You can copy and merge carts on the One Copy One User and Metered Access Carts page First select the cart you d like to copy or the carts you d like to merge ook club 2 Fe Book club favorites Lar type Select List Can type Select List T 8 Unit s 165 Unit s 135 92 3 126 35 Last edited on 11 3 2015 Last edited on 11 6 2015 by eS amp by Purchase Purchase Then click the Copy merge cart s button and f
93. ton to complete your Holds Manager plan Continue Reset Cancel C OverDrive Marketplace User Guide Page 52 You ll be taken to a confirmation page where you can review the terms of your plan If these are all correct select Save this plan Save this plan Cancel You can also click Cancel to return to the Holds Manager form and edit your plan your previous settings will be saved If you have any questions about Holds Manager please contact your Collection Development Specialist OverDrive Marketplace User Guide Page 53 RTL Recommend to Library Manager If you ve enabled the Recommend to Library feature on your public facing site your users can recommend that you purchase titles that are not yet part of your digital collection RTL Manager allows you to respond to this demand quickly and easily by building carts or automating orders based on recommendations Every time your RTL Manager plan runs you can have it create a cart for your review Or RTL Manager can automatically place a recommendation driven order on your behalf You can create one RTL plan for eBooks and one RTL plan for audiobooks or you can create a single RTL plan that covers both formats Note RTL Manager includes or excludes preorder titles based on your account level preorders setting See the Preorders section of this guide for more details To get started choose Automate Carts from the Shop drop down menu then select RTL M
94. tplace User Guide Page 28 Simplify searching with curated and customized lists To save you time and help you hone in on the content you re looking for Marketplace provides lists of titles that have been chosen by OverDrive s collection development specialists as well as lists that help fill gaps in your library s existing collection Must haves The left sidebar is stocked with our collection team s latest lists of must have titles including current bestsellers reviewed titles featured publishers and themed lists Must haves All saved searches OverDrive s Top Authors Select the OverDrive s Top Authors search to view titles by OverDrive s most popular authors that your library doesn t own yet OverDrive s Top Authors See what you re missing Top 200 series search Select Top 200 series search from the left sidebar to see the top 200 titles you don t own that fill gaps in adult YA or juvenile series in your collection Top 200 series search see gaps in series you offer pe op 200 Juveni OverDrive Marketplace User Guide Page 29 Top 200 Adult YA and Juvenile titles In the left sidebar you ll also see options to view the top 200 adult YA or juvenile titles that are not currently in your collection If you select one of these options you ll be able to narrow your search down further to the top 200 fiction eBooks fiction audiobooks nonfiction eBooks and nonfiction
95. ts page e If desired please name your cart order This is an optional field where you can enter a descriptive name for the carts or purchase orders that will be created by your RTL Manager plan OverDrive Marketplace User Guide Page 55 When you re ready select the Continue button to complete your RTL Manager plan Continue Reset Cancel m You ll be taken to a confirmation page where you can review the terms of your plan If these are all correct select Save this plan Save this plan Cancel m You can also click Cancel to return to the RTL Manager form and edit your plan your previous settings will be saved If you have any questions about RTL Manager please contact your Collection Development Specialist OverDrive Marketplace User Guide Page 56 Smart Lists The Smart List is a powerful collection development aid and time saving tool that automatically generates lists of titles in Marketplace that are best suited to your collection s needs Smart Lists automatically build carts based on criteria you specify including price date added most desired genres and subjects popular authors and series press attention languages and more You can then review these carts edit them as needed and place orders with a single click You can create as many Smart Lists as you like Please note that Smart Lists will not submit purchase orders automatically on your behalf Instead you will always have the c
96. ur collection OverDrive Marketplace User Guide Page 57 e Do you want to exclude titles based on price e This Smart List could create a large cart How would you like the titles sorted You can have your Smart List display titles sorted by popularity current demand price street date and more This is especially helpful for longer Smart Lists Smart List specifics e Do you want to limit by format Select Yes if you would like your Smart List to only include titles in a certain format or formats e Do you want to include Metered Access titles e Advanced filters To apply advanced filters to your Smart List pick your desired criteria from the Include all windows on the left then click the right arrow to move those criteria to the Include only windows on the right Audience Include all Include only Adult Fiction Adult Nonfiction Juvenile Fiction Juvenile Nonfiction Young Adult Fiction F a Young Adult Nonfiction Your Smart List will only include titles that meet all of the criteria in all of the Include only windows When selecting advanced filters be careful not to choose conflicting filters or you may end up with an empty Smart List For example do not select both New to Content Reserve last 7 days and Top 1000 by sales all libraries because it s unlikely that any titles will meet both of those criteria Suggested filters Include all Include
97. vanced search and select Fixed layout or Read Along in the Special features field Special features Close x Select one or more terms Fixed layout Read Along Ds OverDrive Marketplace User Guide Page 38 Carts You can create multiple carts to organize titles while you shop For example a school library might create multiple carts to select titles for different reading levels or a public library might create multiple carts to select titles for various holidays or seasons Where are my carts You can create delete edit and purchase carts from the Carts page One Copy One User and Metered Access titles Simultaneous Use titles and periodicals all have their own Carts pages To open a Carts page select the CARTS button in the upper right corner of OverDrive Marketplace To switch to the Carts page for a different category or lending model select that category or lending model from the Shop drop down menu Create carts To create a cart click the Create cart button that appears on the right side of your search results after you run a search open a featured list or select a Simultaneous Use publisher le Create cart You can also create a cart by clicking the Create cart button on the Carts page s Create cart You can also select Create cart from the cart drop down menu Periodicals CHECKOUT ssor a SEU E Create cart Al VIEW CARTS OverDrive Marketplace User Guide P
98. will automatically appear on your public facing site each month or week or day depending on how frequently the periodical is published At that time the back issue will also be removed from your site although support for lending back issues may be added in the future Compatibility To read periodicals end users will need the free NOOK app installed on an Android device an iOS device iPhone iPad iPod touch or a Windows 8 computer or tablet or users can download periodicals directly to a compatible NOOK tablet For a detailed list of compatible devices select the NOOK supported devices link for a periodical in Marketplace Better Homes and Gardens Unit s 1 Add to main cart Meredith Corporation d nook Meredith Corporation 44 97 atone Bese Food amp Cooking Simultaneous use for a max of 500 checkouts per Language s English issue for 1 year Issues per year 12 On sale date 11 4 2014 Bright NOOK supported devices NOOK Periodicals OverDrive Marketplace User Guide Page 22 Checkout limit Periodicals work a little differently from other titles in your digital collection End users don t borrow periodicals in the traditional sense instead they send periodicals from your library s collection to their NOOK or NOOK app and once there periodicals are theirs to keep If a user tries to send a periodical to their NOOK or NOOK app but encounters an error the periodical will be deposited into
99. y O O O O OverDrive Marketplace User Guide Page 71 Collection Usage reports Current waiting list View each title including preorder titles that currently has a waiting list with the option to delineate between standard versus mobile use i e visitors on laptop and desktop computers versus visitors on mobile devices When running the report you ll also see the average wait period so you can get an estimate of how many days your users spend on a waiting list Website Standard and mobile If you have Marketplace settings permission you can also enable the display of barcodes these are your users library card numbers or usernames and or user email addresses these are the email addresses that users enter when they place holds in this report by adjusting your Marketplace settings located under the Admin tab Circulation activity View all checkouts for any specified date range You can choose to view your checkouts by branch day month publisher format title subject or creator You may also be able to narrow your report to only show checkouts from a specific lending model e g One Copy One User website type standard vs mobile source where the checkout was borrowed from e g checkouts made through OverDrive APIs or from a Kids eReading Room and more You will be able to narrow your report by user type or inventory flag type e g Appropriate for juveniles if your library has m
100. y s date as your Ready for lending date the title will appear on your public facing site as soon as all associated files have been processed Creator s Add as many creators as you d like e g author editor translator illustrator etc by clicking the Add another button P Identifier s Select and enter an identifier type e g ISBN for your title OverDrive Marketplace User Guide Page 90 Local Content terms and conditions Before you can submit Local Content for OverDrive to process you will need to review and accept the following terms and conditions OverDrive Inc and Digital Library Reserve Inc collectively OverDrive provide Authorized Users and Libraries of the system collectively Library the ability to upload digital content for circulation in the Library s DLR collection Library represents that any digital content or materials including text images sound and video collectively Local Content that it deposits in its DLR account shall comply with the following terms and conditions 1 Library acknowledges that OverDrive does not review or evaluate the Local Content in any matter whatsoever including subject matter substance or accuracy of the content 2 Library warrants and represents that it has the necessary ownership rights licenses and or permissions to deposit the Local Content into the Digital Library Reserve system Library warrants and represents that the Local Content does

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