Staff Training: Library – Marketplace How-To Videos – OverDrive Resource Center

Library 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


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.

Managing Advantage in Marketplace

This 30-minute video will take you through Marketplace as an Advantage user. Learn the subtle differences in searching for titles, running reports, and managing your collection from the Advantage perspective.

For more detailed information about the processes mentioned in this video, please feel free to reference:

Admin Tools

Managing Holds in Marketplace

How to monitor and respond to user demand for digital titles.

  • 01:20 Use end-user support tools
  • 02:50 Run a Current holds report
  • 06:08 Complete an Advanced search
  • 08:13 Create a Holds Manager plan

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?

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 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

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!

Automating Carts: Create a Holds Manager Plan

How to create a Holds Manager plan in OverDrive Marketplace.

  • 00:11 Overview
  • 00:55 How to get started
  • 01:40 Create a new plan
  • 02:10 User demand and budget
  • 07:10 Collection development policies
  • 11:40 Scheduling

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

Automating Carts: Create Smart Lists

How to create Smart Lists in OverDrive Marketplace

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

Curation and Reports