Collection Checklist

1. Collection Checklist With this collection checklist, you'll be quickly up to speed with online purchasing through OverDrive's Marketplace. Best of all, you'll learn how to attract users to your Virtual Branch by creating an exciting and easy to maintain download collection. Contact: training@overdrive.com.

2. Agenda • Introduction to Content Reserve. • What is 'Marketplace'? • What formats are available? • What is an Audiobook? What is an eBook? • Licensing Options. • ContentWire Newsletter. • Tips & Tricks. • Demonstration I: Introduction. • Collection Checklist: 10 Easy Steps. • Demonstration II: Advanced Features.

3. What is 'Marketplace'? • Purchase download titles with the ease and speed of an online bookstore. • It's easy! Add titles to your cart, and submit your purchase order.

4. OverDrive Formats eBooks Video Music Audiobooks

5. Format Abbreviations • Here's what you need to know about how formats display in your cart: • Audiobooks • OAB (WMA format) • OMA (MP3 format) • eBooks • EPUB (Adobe EPUB eBooks) • PDF (Adobe PDF eBooks) • MOBI (Mobipocket eBooks) • Music • ODM • Video • ODV

6. Audiobooks and eBooks … What's the difference? • An audiobook is: A recorded reading of a book that can be downloaded and enjoyed on a computer or portable device. An eBook is: A digital book, magazine, or graphic novel that can be downloaded and read on a computer or portable device.

7. What licensing models are available? • One Copy – One User • When a title is purchased, a copy of that title is added to your download collection. • When a user checks out a title, it is removed from circulation. • Users may request a checked out title by placing a hold. • Selectors may purchase additional copies of popular titles. Maximum Access • Annual subscription. • One copy is available for unlimited simultaneous checkouts. • Titles will always be available. • No need for holds. Maximum Access titles

8. Make Informed Purchases ContentWire Newsletter • Each issue includes information on new releases, must-read titles, and popular best sellers! • Encourage staff to sign up: www.overdrive.com/resources/publications.aspor from the home page of Marketplace. • Preview titles for 24 hours – Free! To request, email your OverDrive project manager.

9. Custom Collections on Shared Websites • Take full advantage of your shared download website with the OverDrive Advantage plan.What are the benefits of becoming an OverDrive Advantage library? • Reduced waiting lists: Add more copies of popular titles to reduce waiting lists for your users. • Custom collection: Develop a collection of titles that is of interest to your users and community. • Continued access: Provide access to both the shared collection and the custom collection on the same download website. Who can participate? Any library that is currently a member of an OverDrive-powered shared collection. How do we sign up? For more information, email us: sales@overdrive.com.

10. Alerts Watch for helpful alerts! Consortia with Advantage Libraries: First number is based on copies owned by Advantage libraries, and the second is for copies owned by the consortium.

11. New Releases Collection Checklist 10 Steps to a Successful Download Collection!

12. #1: Involve Your Staff Action Item: To schedule staff training, contact training@overdrive.com. Library staff offer a key to success. • Invite staff to sign up for ContentWire. • Allow interested staff to create their own lists in Content Reserve. • Ask for feedback and suggestions. • Create a Suggestion Box on your website. • Encourage staff to help design and implement user surveys.

13. #2: Purchase from Suggested Title Lists Action Item: Try browsing a Suggested Title List, and select titles. No guess work! Let our collection team find the best sellers for you. • Check out the 'Marketplace' homepage, tab features, and best sellers. • Updated weekly, so check our Suggested Title Lists often!

14. #3: Add AudioFile Reviews Action Item: Go to: Content Reserve Homepage > Premium Reviews. Watch for AudioFile reviews in Marketplace: • AudioFile magazine is devoted to audiobooks, with more than 100 audiobook reviews in each issue. • You can add these reviews to titles on your download library's website for free! • Over 20,000 audiobook reviews are available. New reviews are added regularly. Go to Content Reserve Homepage. Select 'Premium Reviews'.

15. #4: Add Local Content Action Item: Contact your Project Manager for more information. OverDrive Community Reserve is a digital resource sharing service that enables participating libraries to upload, protect, and share download titles. Suggested content: Local historical documents, educational materials, locally produced video or music, or anything that will benefit users. Benefits: Increases the value of your collection. Checkouts count as circulation. Music Video eBooks Audio Add free content from other libraries. Upload your own content.

16. #5: Subscribe to a Maximum Access Plan Action Item: Make titles Always Available with Maximum Access. Always Available. No waitlists, no holds! • Choose your supplier and subscription level. • Some subscriptions offer unlimited titles for one price. • Refresh the collection. Swap out a percentage of the subscription with new fresh titles. Many Maximum Access titles are high circulating.

17. #6: Start a Download Standing Order Plan (DSOP) Action Item: Set up a DSOP from the Quick Link in 'Marketplace'. • What is DSOP? • DSOP is an automated way to add bestsellers to your collection every month. • Why sign up? • You don't have to search for the biggest books. • Front list titles are added to your digital collection months in advance. • Tailor DSOP to fit your monthly budget needs. • How do we get started? • In 'Marketplace' go to the 'Quick Links' box, and select 'Download Standing Order Plans'.

18. #7: Set up Holds Manager Action Item: Set up Holds Manager from the Quick Link in 'Marketplace'. • What is Holds Manager? • An automated way to fill digital holds. • Why sign up? • No searching or running reports. • Holds Manager does the math for you. • You can tailor a plan to your budget needs and holds ratio policy. • How do we get started? • In 'Marketplace' go to the 'Quick Links' box, and select 'Holds Manager'.

19. #8: Reach More Users with Multiple Formats Action Item: Contact collectionteam@overdrive.com for help. A diverse collection attracts more readers. It's as easy as placing an order. eBooks: • A great value! eBooks are an easy and inexpensive way to improve circulation. • Romance titles are popular. Video: • Create an opening collection that appeals to all users. • Start with a Max Access collection. Music: • Save money on CD replacements. • Expand your user base.

20. #9: Review Reports Action Item: Contact training@overdrive.com for help with Reports. Respond to user demands.Real-time data charts your progress. Activity Charts • See popular content and make informed purchasing decisions. Turnover Rate Charts • Are you meeting user demand for subjects, formats, and publishers? • Compare circulation activity to turnover rate statistics. Current Waiting List / Waiting List History • Compare your library's current waiting list to the waiting list history to see if a title has been 'in demand' for a long time.

21. #10: Ask us for Collection Assistance Action Item: Need collection help? Contact collectionteam@overdrive.com. • Think of us as your Personal Shoppers! Best of all, it's FREE! • Create custom select list with new content for your review and approval. • Set up a Holds Manager or Download Standing Order Plan. • Questions on OverDrive Advantage. • Suggestions for budgeting. Karen Potash Lead Collection Development Specialist Lindsey Levinsohn, MLIS Collection Development Specialist New Libraries – We'll contact you to set up a Collection Development Profile.

22. Digital Library Blog • Bright Ideas for your Virtual Branch! • Share promotional ideas with other OverDrive libraries. • Blog with your Partner Services Representative. • Post a comment or link to an article, video, or photo. • Tell us what's going on in your neck of the woods! • Visit us today: • http://blogs.overdrive.com/library

23. Next Steps • Watch for a follow-up email. • You will be added to our 'ContentWire' newsletter list. • Check out OverDrive's Training Resources.

24. Appendix

25. Consortium Invoicing: Selectors submitting orders for a single location. Instructions: Complete the following setup for every selector who will be submitting purchase orders for a single location. • Go to: User tab > Add new user. • Create the user account, and be sure to assign the SL (Submit Select List) user right. • Enter the location name to be invoiced into the 'Description' field. • Example: If a librarian from Westville submits purchase orders on behalf of Westville only, type 'Westville Public Library' in the 'Description' field. Content Reserve > Users tab.

26. Consortium Invoicing: Selectors submitting orders for multiple locations. Instructions: Complete the following setup for every selector who will be submitting purchase orders on behalf of multiple locations. • Go to: User tab > Add new user. • For the first location, create a user account, and include the following: • Add the location name to the login ID sequence. For example: consortium.lib.librarian_westville. • Be sure to assign the SL (Submit Select List) user right. • Enter the location to be invoiced in the 'Description' field. • Repeat the steps above for each additional location to be billed. Content Reserve > Users tab.