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

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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.
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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.
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PART IV: Creating and Editing Carts in Marketplace

Build and edit shopping carts, organize carts while you shop, automate carts, modify carts.
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PART V: Reviewing and Purchasing Carts in Marketplace

Review carts and make purchases in Marketplace.

Lending Models

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5
OverDrive How To Video

Getting Started with Lending Models – 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 – PART II: One Copy One User (OCOU)

Learn about purchasing titles in the One Copy One User (OCOU) lending model.
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Getting Started with Lending Models – PART III: Metered Access (MA)

Learn about purchasing titles in the Metered Access (MA) lending model.
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Getting Started with Lending Models – PART IV: Cost Per Circ

Learn about purchasing titles in the Cost Per Circ (CPC) lending model.
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Getting Started with Lending Models – PART V: Simultaneous Use

Learn about purchasing titles in the Simultaneous Use lending model.

Advantage and Advantage Plus

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2
OverDrive How To Video

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:

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

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5
OverDrive How To Video

Managing Marketplace Admin Tools

How to manage account settings for both Marketplace and your digital library website.
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Weeding Titles in Marketplace

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

Managing Content Access Levels

Learn how to manage access to titles based on age-appropriateness.
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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

Holds and Automated Carts

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8
OverDrive How To Video

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
OverDrive How To Video

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.

OverDrive How To Video

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?
OverDrive How To Video

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?
OverDrive How To Video

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
OverDrive How To Video

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
OverDrive How To Video

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
OverDrive How To Video

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

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3
OverDrive How To Video

Curating Collections for Your Library

How to create and publish curated and automated collections for your digital library.
OverDrive How To Video

Selecting & Curating Lucky Day Titles

Learn how to make select copies of in-demand titles available for shorter lending periods with no holds.
OverDrive How To Video

Marketplace Insights (Reports)

Use Marketplace reporting tools to evaluate and make informed purchases for your library’s digital collection.

Invoicing

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1
OverDrive How To Video

Marketplace Invoicing

View and set preferences for invoicing in Marketplace