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.
Getting Started
videos
7
Recommended
Marketplace Overview
Take a bird's-eye view of Marketplace! Learn how easy it is to use our online shopping and administrative portal and where to get quick access to help and support, when needed.
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.
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.
PART IV: Creating and Editing Carts in Marketplace
Build and edit shopping carts, organize carts while you shop, automate carts, modify carts.
PART V: Reviewing and Purchasing Carts in Marketplace
Review carts and make purchases in Marketplace.
PART VI: Databases & Streaming Media Services
Finding and adding additional content in Overdrive Marketplace
Lending Models
videos
5
Getting Started with Lending Models – PART I: Overview
Take a bird's eye view of all the lending models available in OverDrive Marketplace.
Prefer a walkthrough of all lending models available in Marketplace in one place? View our Self-Paced module here.
Getting Started with Lending Models – PART II: One Copy One User (OCOU)
Learn about purchasing titles in the One Copy One User (OCOU) lending model.
Getting Started with Lending Models – PART III: Metered Access (MA)
Learn about purchasing titles in the Metered Access (MA) lending model.
Getting Started with Lending Models – PART IV: Cost Per Circ
Learn about purchasing titles in the Cost Per Circ (CPC) lending model.
Getting Started with Lending Models – PART V: Simultaneous Use
Learn about purchasing titles in the Simultaneous Use lending model.
Advantage and Advantage Plus
videos
2
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:
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!
Deep Search and Notify Me
videos
4
Notify Me Data in OverDrive Marketplace
Learn how to browse and search Notify Me tags data in Marketplace.
Patron Interests Manager in OverDrive Marketplace
Learn how to create a patron interests manager plan in Marketplace.
Patron Interests Dashboard in OverDrive Marketplace
Learn how to find Notify Me data in your patron interest dashboard in Marketplace.
Admin Tools
videos
8
Customizing the Libby layout page
Rearrange content sections on your library's home screen. Note: available to standalone library systems and consortia Marketplace accounts only.
Getting the Most Out of Weeding for Your Consortium
Best practices for weeding your library's consortium collection
Getting the Most Out of Weeding for Your Advantage Library
Best practices for weeding your library's Advantage collection
Managing Marketplace Admin Tools
How to manage account settings for both Marketplace and your digital library website.
Getting Started with Local Content
How to publish your own ebooks, audiobooks, and videos for users to borrow.
User Login Manager
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
Managing MARC Express records
Learn how to review and update your MARC record preferences, access MARC Express deliveries, and generate ad hoc records.
Holds and Automated Carts
videos
8
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
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.
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?
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
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
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
Curation and Reports
videos
7
Recommended
Adding Shelf Talkers
Learn how to bring more librarian voices and faces into Libby with shelf talkers.
Marketplace Insights: Patron Interests
Learn how to see the titles, lists, & subjects your patrons are most interested in based on checkouts and holds from the Libby app.
Curating Lists for Your Digital Library
Learn how to create and publish curated and automated collections for your digital library.
Lucky Day: Designating titles and creating collections in OverDrive Marketplace
Learn how to make select copies of in-demand titles available for shorter lending periods with no holds.
Marketplace Insights Tab for Libraries
Use Marketplace reporting tools to evaluate and make informed purchases for your library’s digital collection.
This video covers the Insights tab, which is a high-level overview of your library's digital collection.
Marketplace Insights: Running Popular Reports for Libraries
Use Marketplace reporting tools to evaluate and make informed purchases for your library’s digital collection.
Checkouts - 00:11
Current Holds - 03:19
Purchase Orders - 08:38
Title Status & Usage - 12:14
This video covers the following reports:
Invoicing
videos
3
Purchase, review, and pay for content credit
Learn how to purchase, review, and pay for content credit in OverDrive Marketplace
ARPA
videos
1
Using ARPA Funds in Marketplace
Buy digital content, run reports, and access invoices for American Rescue Plan Act (ARPA) funded purchases.