K-12 Schools Staff Training

Fit learning into your busy schedule with access to on-demand training modules, downloadable PDFs, upcoming webinars, and tools to educate your staff and end users any time of day or night.

How-To Videos Marketplace

Getting Started

 videos

6
OverDrive How To Video

PART I: Getting Started with Marketplace

Learn how to log in and navigate the Marketplace website.
OverDrive How To Video

PART II: Searching for Titles in Marketplace

Use Basic and Advanced search techniques, as well as quick as easy search tools like Must-Haves, Insights, and Featured lists.
OverDrive How To Video

PART III: Refining and Understanding Marketplace Search Results

Filter and sort search results, understand title information, and identify title information for consortium (shared) and individual libraries and schools.
OverDrive How To Video

PART IV: Creating and Editing Carts in Marketplace

Build and edit shopping carts, organize carts while you shop, automate carts, modify carts.
OverDrive How To Video

PART V: Reviewing and Purchasing Carts in Marketplace

Review carts and make purchases in Marketplace.

Lending Models

 videos

6
OverDrive How To Video

Getting Started with Lending Models (K-12 Schools) – PART I: Overview

Take a bird's eye view of all the lending models available in OverDrive Marketplace.
OverDrive How To Video

Getting Started with Lending Models (K-12 Schools) – PART II: One Copy One User (OCOU)

Learn about purchasing titles in the One Copy One User (OCOU) lending model.
OverDrive How To Video

Getting Started with Lending Models (K-12 Schools) – PART III: Metered Access (MA)

Learn about purchasing titles in the Metered Access (MA) lending model.
OverDrive How To Video

Getting Started with Lending Models (K-12 Schools) – PART IV: Class Sets & On-Demand Class Sets

Learn how to purchase Class Sets & On-Demand Class Sets.

Introduction & Overview: 0:00-2:04
How to Purchase 2:05-9:42
Class Sets 2:05-5:19
On-Demand Class Sets 5:20-9:42
Sora Experience 9:43-11:20
Use Cases 11:21-12:44
Reporting 12:45-15:05

OverDrive How To Video

Getting Started with Lending Models (K-12 Schools) – PART V: Simultaneous Use

Learn about purchasing titles in the Simultaneous Use lending model.
OverDrive How To Video

Getting Started with Lending Models (K-12 Schools) – PART VI: Cost Per Circ

Learn about purchasing titles in the Cost Per Circ (CPC) lending model.

Advantage and Advantage Plus

 videos

2
OverDrive How To Video

Working with an OverDrive Advantage Account (K-12 Schools)

A primer on setting up an Advantage account for individual schools who are part of a shared collection.
OverDrive How To Video

Advantage Plus

How to move or share titles from an Advantage member collection to the shared collection.

  • 00:18 What is Advantage Plus?
  • 03:42 How to get started
  • 05:47 Step 1: Enable Advantage Plus
  • 09:15 Step 2: Create an Advantage Plus plan
  • 15:45 Step 3: See results!

Admin Tools

 videos

9
OverDrive How To Video

Title Assignments (K-12 Schools)

A review and demonstration of how to assign titles to students for use with Sora.

  • Introduction/What are title assignments?: 0:00-1:08
  • What's the difference between and title assignment and a class set?: 1:09-2:03
  • What should I have on hand before assigning a title to students?: 2:04-2:38
  • How do I assign titles to my students? (demonstration): 2:39-10:23
  • How do assignments look for students?: 10:24-10:45
  • Where can I learn more about title assignments?: 10:46-11:37
OverDrive How To Video

Student-level data in Marketplace

See assignment activity for Class Sets and title assignments.
OverDrive How To Video

Overview: Weeding Titles in Marketplace

How to remove expired and unwanted content from your digital collection.
OverDrive How To Video

Managing Content Access Levels (K-12 Schools)

Learn how to manage access to titles based on age-appropriateness. Prefer a quick infographic about Content Access Levels? Click here to download a PDF.
OverDrive How To Video

Managing Marketplace Admin Tools

How to manage account settings for both Marketplace and your digital library website.
OverDrive How To Video

Merging User IDs

Learn to merge a user's original and new IDs in OverDrive Marketplace
OverDrive How To Video

Getting Started with Local Content (K-12 Schools)

How to upload and share content produced by students and faculty to Sora.
OverDrive How To Video

Managing MARC Express records

Learn how to review and update your MARC record preferences, access MARC Express deliveries, and generate ad hoc records.
OverDrive How To Video

User Login Manager (K-12 Schools)

Get started with OverDrive's User Login Manager.
  • Welcome/Introduction 0:00-1:13
  • User Login Manager Settings Form 1:14-4:57
  • CSV: Creating and uploading 4:58-7:01
  • Upload Users 7:02-12:07
  • Manage Users 12:08-16:52
  • Resources 16:53-17:53

Holds and Automated Carts

 videos

2
OverDrive How To Video

Get Holds Current in OverDrive Marketplace (K-12)

Managing your holds queue.

  • Introduction/Purpose 0:00-1:19
  • Current Holds Report 1:20-5:55
  • Metered Access Content 5:56-10:03
  • Create Awareness 10:04-11:29
  • Resources 11:30-12:06
OverDrive How To Video

Managing Holds in Marketplace (K-12 Schools)

Learn how to monitor and respond to user holds in OverDrive Marketplace.

  • 00:00-02:29 - Overview
  • 2:30-8:46 - Holds Manager
  • 8:47-14:27 - Current Holds Report
  • 14:28-16:39 - End User Support
  • 16:40-18:17 - Resources

Curation and Reports

 videos

7
OverDrive How To Video

Reports: Marketplace Insights Tab for K-12 Schools

Let's take a bird's-eye view of your digital collection with the Insights tab in Marketplace.
OverDrive How To Video

Reports: Checkouts for K-12 Schools

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.

OverDrive How To Video

Reports: Current Holds for K-12 Schools

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.

OverDrive How To Video

Reports: Purchase Orders for K-12 Schools

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.

OverDrive How To Video

Reports: Title Status & Usage for K-12 Schools

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.

OverDrive How To Video

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

How to create and publish curated and automated Advantage collections for the Sora app.

Introduction 0:00-1:30
Advantage Curation Explained: 1:31-2:31
Turning on Advantage Curation: 2:32-4:25
The Standard Curation Page: 4:26-6:26
Create a Curated Collection: 6:27-13:35
Why Create a Draft?: 13:36-14:21
Organize Published Collections: 14:22-15:09
Create an Automated Collection: 15:10-17:05
Resources & Next Steps: 17:06-17:52

OverDrive How To Video

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

How to create and publish curated and automated collections for the Sora app.

Student Dashboard

 videos

1
OverDrive How To Video

Using the Student Dashboard in Marketplace

Enabling the dashboard, building classes, and viewing student data.
  • 0:11 - What is the student dashboard?
  • 0:51 – Enable the student dashboard
  • 4:25 – Create classes
  • 7:22 – View student reading data
  • 9:50 - Recap

Reserving and Bundling Content

 videos

1
OverDrive How To Video

Reserving and Bundling Content in OverDrive Marketplace

Reserve and bundle titles from the general collection to offer exclusive access for specific students or scenarios.

Want a more step-by-step process? Learn at your own pace with our Reserve & Bundle Content Self-Paced module!

Invoicing

 videos

1
OverDrive How To Video

Marketplace Invoicing (K-12 Schools)

View and set preferences for invoicing in Marketplace