Marketplace-admin – OverDrive Resource Center

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.

Automating Carts: Create a Recommend to Library Manager Plan

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

Managing Recommended Titles in Marketplace

Learn how to review and purchase the titles your patrons recommend.

  • Overview of Recommended Titles – 0:00-2:08
  • The patron recommendation experience – 2:09-3:45
  • Using the Recommended titles report – 3:46-6:23
  • Creating an automated Recommend to Library plan – 6:23-14:08

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?

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?
  • 05:05 Do I have expired titles with holds?
  • 09:55 How do I know if I have expired titles in my Advantage collection?
  • 11:00 I have expired titles and can no longer purchase this version; however, they have holds. What do I do?