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

 videos

7
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.
OverDrive How To Video

PART VI: Databases & Streaming Media Services

Finding and adding additional content in Overdrive Marketplace

Lending Models

 videos

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. Prefer a walkthrough of all lending models available in Marketplace in one place? View our Self-Paced module here.
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.
OverDrive How To Video

Getting Started with Lending Models – 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 – PART IV: Cost Per Circ

Learn about purchasing titles in the Cost Per Circ (CPC) lending model.
OverDrive How To Video

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
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!

Deep Search and Notify Me

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4

Admin Tools

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8
OverDrive How To Video

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.
OverDrive How To Video

Getting the Most Out of Weeding for Your Consortium

Best practices for weeding your library's consortium collection
OverDrive How To Video

Getting the Most Out of Weeding for Your Advantage Library

Best practices for weeding your library's Advantage collection
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

How to publish your own ebooks, audiobooks, and videos for users to borrow.
OverDrive How To Video

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
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.

Holds and Automated Carts

 videos

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?
  • 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?
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

 videos

7
OverDrive How To Video

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.
OverDrive How To Video

Curating Lists for Your Digital Library

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

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.
OverDrive How To Video

Curating Magazine Collections

Learn how to curate magazines for your patrons' enjoyment.
OverDrive How To Video

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.

OverDrive How To Video

Marketplace Insights: Running Popular Reports for Libraries

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

This video covers the following reports:

  • Checkouts - 00:11
  • Current Holds - 03:19
  • Purchase Orders - 08:38
  • Title Status & Usage - 12:14
  • Invoicing

     videos

    3
    OverDrive How To Video

    Marketplace Invoicing

    View and set preferences for invoicing in Marketplace
    OverDrive How To Video

    Create a quote

    Learn to create a quote for digital content in OverDrive Marketplace
    OverDrive How To Video

    Purchase, review, and pay for content credit

    Learn how to purchase, review, and pay for content credit in OverDrive Marketplace

    ARPA

     videos

    1
    OverDrive How To Video

    Using ARPA Funds in Marketplace

    Buy digital content, run reports, and access invoices for American Rescue Plan Act (ARPA) funded purchases.