Library Staff Training

Automatic Weeding Plan & Smart List Overview

Dive into this short overview video to create an automated cart and Smart Lists to weed your expired Metered Access titles. Then, jump into our in-depth videos on these subjects!

Bonus: download the accompanying PDF for a step-by-step guide you can print or reference quickly.

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Managing Expired Metered Access Titles

This first part in a two part series focuses on how to find and manage expired Metered Access titles in Marketplace.

  • 00:32 What is a Metered Access title?
  • 01:17 How do I find expired titles?
  • 04:25 Do I have expired titles with holds?
  • 09:13 How do I know if I have expired titles in my Advantage collection?
  • 10:13 I have expired titles and can no longer purchase this version; however, they have holds. What do I do?

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Automating Metered Access Titles

This second part in a two part series focuses on how to use automated tools to find and manage Metered Access titles.

  • 00:30 How can I combine expiring titles into one cart?
  • 02:17 How can I utilize automated carts to quickly find and manage Metered Access titles?
  • 08:22 How do I automatically weed expired titles?

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Automating Carts: Create Smart Lists

How to create Smart Lists in OverDrive Marketplace

  • 0:17 Overview
  • 02:13 How to get started
  • 03:03 Add Smart List
  • 03:36 User demand and budget
  • 06:13 Smart List specifics
  • 16:00 Scheduling

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