How-To Videos – OverDrive Resource Center

Category: How-To Videos

Getting Started with OverDrive: New Library Partners

Posted on by Sydney Kalnay
Welcome to OverDrive! This introductory video will help new library partners get acquainted with their OverDrive service and digital library platforms. It will also cover three steps you can take today in Marketplace.

Marketplace Insights: Running Popular Reports for Libraries

Posted on by Sydney Kalnay
Use Marketplace reporting tools to evaluate and make informed purchases for your library’s digital collection.

This video covers the following reports:

  • Checkouts – 00:11
  • Current Holds – 03:19
  • Purchase Orders – 08:38
  • Title Status & Usage – 12:14

    • Reports: Title Status & Usage for K-12 Schools

    Posted on by Sydney Kalnay
    Let’s explore the Title Status & Usage report in OverDrive Marketplace.

    Note: this report is customizable for your reporting needs.

    For our demonstration, we looked for specific information on a title and for information on expired titles in the collection by using the Title field, Date, and Holdings criteria.

    Reports: Purchase Orders for K-12 Schools

    Posted on by Sydney Kalnay
    Let’s explore the Purchase Orders report in OverDrive Marketplace.

    Note: this report is customizable for your reporting needs.

    For our demonstration, we looked for purchase orders from the last 6 months and purchase orders that have been created since the inception of the collection by using the Date criteria.

    Reports: Current Holds for K-12 Schools

    Posted on by Sydney Kalnay
    Let’s explore the Current Holds report in OverDrive Marketplace.

    Note: this report is customizable for your reporting needs.

    For our demonstration, we looked for what titles were currently on hold and already in our collection as well as users that currently have titles on hold using the Run By and Weed Status criteria.

    Reports: Checkouts for K-12 Schools

    Posted on by Sydney Kalnay
    Let’s explore the Checkouts report in OverDrive Marketplace.

    Note: this report is customizable for your reporting needs.

    Details: For our demonstration, we looked for number of checkouts per month over the last year and checkouts by format since the inception of the collection by using the Checkouts By and Period Type criteria.

    Curating Advantage Collections for the Sora App (K-12 Schools)

    Posted on by Sydney Kalnay
    How to create and publish curated and automated Advantage collections for the Sora app.

    Curation Introduction and Overview: 0:00-1:34
    Curation demonstration: 1:35-15:52
    Special Considerations for Advantage: 15:53-18:05
    Advantage Curation demonstration: 18:06-21:13
    Resources & Next Steps: 21:14-21:39

    Automatic Weeding Plan & Smart List Overview

    Posted on by Sydney Kalnay
    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.

    Automating Carts: Create a Recommend to Library Manager Plan

    Posted on by Sydney Kalnay
    How to create a Recommend to Library Manager plan in OverDrive Marketplace.

    • 00:12 Overview
    • 01:35 How to get started
    • 02:19 Create a new plan
    • 02:43 User demand and budget
    • 06:00 Collection development policies
    • 08:36 Scheduling

    PART III: Managing Loans and Holds on your OverDrive Digital Library Website

    Posted on by Sydney Kalnay
    Take a virtual tour of your library website and learn how to borrow titles, place titles on hold, read or listen in your browser, and more!

    • Introduction: 0:00-0:17
    • Loans: 0:18-1:40
    • Holds: 1:41-3:59
    • Wish list: 4:00-6:10
    • Rated titles: 6:11-7:55
    • Recommendations: 7:56-11:08
    • History: 11:09-13:32
    • Thank you: 13:33-13:51