Track circulation and make informed purchases using the Reports feature in Content Reserve.

1. Welcome to Reports! Track circulation and make informed purchases using the Reports feature in Content Reserve. Contact: training@overdrive.com.

2. Objective In this presentation you will learn how to: • Use real-time reports to track site performance and collection statistics. • Use results to inform decisions related to purchasing and promotion. • For each report, we'll review how to enter the criteria, and then take a look at the results.

3. Getting Started • Login to Content Reserve: www.contentreserve.com. • Click onthe'Login' tab. • Enter your Content Reserve 'Login ID' and 'Password'.This is the same Login ID / Password used to order titles.

4. Reports Page • Once logged in, click on the 'Reports' tab.

5. Tips for Reports • Share or print a report: Report results can be exported to an Excel spreadsheet. Click on 'Create Worksheet' from any results page. • Select multiple items: Control-click to select multiple items in a drop-down box. • Consortia members: Member libraries have the option to run many reports by library.

6. Reports: A Closer Look

7. Table of Contents

8. Purchase Order History

9. Purchase Order History Purpose: View all purchase orders, including details. • From the 'Reports' tab, select 'View Purchase Order History'. • All columns on the results table can be sorted. • Click an Order ID to view all titles in that order. Each title then links to its detail page.

10. Maximum Access Orders

11. Maximum Access Orders • From the 'Reports' tab, select 'View Maximum Access Orders'. • All columns on the results table can be sorted. • Click an Order ID to view all titles on that order. Each title on the order then links to its detail page. Purpose: View all Maximum Access orders, including details.

12. Download Standing Orders

13. Download Standing Orders • From the 'Reports' tab, select 'View Download Standing Orders'. • All columns on the results table can be sorted. • Click a plan to view that month's titles. Each title on the order then links to its 'Details' page. Purpose: View all download standing orders placed for your library

14. Download Standing • Order Estimates

15. Download Standing Order Estimates • From the 'Reports' tab, select 'View Download Standing Order Estimates'. • All columns on the results table can be sorted. • Click a plan to view that month's expected titles. Each title on the order then links to its 'Details' page. You can also edit your plan from this page. Purpose: View all download standing order plans, and associated titles that are not yet processed.

16. Activity Charts

17. Activity Charts • From the 'Reports' tab, select 'View Activity Charts'. • Click the select box for 'Chart'. Then select which data to view. • View Checkouts by Day, Month, Publisher, Format, Title, Subject. • Consortia may also select 'Checkouts by Branch'. • Select 'Title Type': • Titles Owned. • Maximum Access. • Titles Owned + Maximum Access • Consortia: Select Branches to include. • Select Formats to include. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. • Select a Sort Order. Purpose: View checkout activity.

18. Activity ChartsCirculation Activity by Month • Example • Chart = Checkouts by Month. • Title Type = Maximum Access + Owned. • Formats = All Formats. Your Library Branches Details: Click on any date header to view all titles downloaded for that month. Analysis: The highest rate of checkouts to date occurred in March.

19. Purchased Title Report

20. Purchased Title Report • From the 'Reports' tab, select 'View Purchased Title Report'. • Click the select box for 'Reports'. Then select which data to view. • Titles = All purchased titles. • Titles by Format = All purchased titles organized by format. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. • Select a Sort Order. Purpose: View all titles owned and number of checkouts for each.

21. Purchased Title ReportPurchased Titles and Checkout Details • Example • Report = Titles. • Filter results by: • Number of checkouts. • Format (Must run 'Titles by Format').

22. OverDrive Community Reserve • Title Report

23. OverDrive Community Reserve - Title Report • From the 'Reports' tab, select 'View OverDrive Community Reserve Title Report'. • This will display Community Reserve titles currently included in your library / consortium's inventory. Purpose: View details about OverDrive Community Reserve titles that have been accepted into your collection

24. OverDrive Community Reserve • Title Sharing Report

25. OverDrive Community Reserve - Title Sharing Report • Select 'View OverDrive Community Reserve Title Sharing Report'. • This will display Community Reserve titles currently included in your library / consortium's inventory and how many libraries have selected the titles. • Click on a title to display which libraries have selected that title. Purpose: View OverDrive Community Reserve titles from your local collection and which libraries have accepted them.

26. Turnover Rate Chart

27. Turnover Rate Chart Purpose: View turnover rates for your content. • From the 'Reports' tab, select 'View Turnover Rate Charts'. • Click the select box for 'Chart'. Then select which data to view. • Turnover Rates By Publisher. • Turnover Rates By Format. • Turnover Rates By Title. • Turnover Rates By Subject. • Consortia: Select which branches to include. • Select Formats to include. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. • Select a Sort Order.

28. Your Library Branches Turnover Rate ChartTurnover Rates by Format • Example • Chart = Turnover Rates By Format. • Formats = All Formats. Higher percentages indicate a faster turnover rate.

29. New Patron Registrations

30. New Patron Registrations • From the 'Reports' tab, select 'View New Patron Registrations'. • Click the select box for 'Chart'. Then select which data to view. • View New Patrons by Day or Month. • Consortia: Select which branches to include. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. • Select a Sort Order. Purpose: Track number of patrons new to your service. View by the date each first logged into your OverDrive Digital Library.

31. New Patron Registrations New Patrons By Day • Example • Chart = New Patrons By Day. Your Library Branches 14 new patrons logged in on 2/1/2007 and 2/12/2007.

32. Your Library Branches New Patron Registrations New Patrons By Month • Example • Chart = New Patrons By Month. Best Practice: Boost promotion when numbers of new patrons begin to decline. • Press releases. • Events. • Give-aways. • Print materials. • Web graphics. • Training.

33. Title Statistics

34. Title Statistics • From the 'Reports' tab, select 'View Title Statistics'. • Click the select box for 'Chart'. Then select which data to view. • View Checkouts by Title, Format, or Subject. • View Waiting List by Title, Format, or Subject. • Enter 'Number of results' desired. For example, enter '10' to view the top ten circulating titles. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. Purpose: View statistics for top checkouts and waitlisted titles, formats, and subjects.

35. Title Statistics Top Checkouts by Subject • Example • Chart = Checkouts by Subject. • Number of results = 100. • Analysis: Top five subject areas for this library include Fiction, Romance, Nonfiction, Mystery, and Suspense.

36. Title Statistics Waiting List by Subject • Example • Chart = Waiting List by Subject. • Number of results = 100. • Analysis: Top waitlisted subject areas for this library include Fiction, Romance, Nonfiction, Mystery, Suspense, and Historical Fiction. • Best practices: • Purchase additional titles in popular subject areas. • Boost promotion for less popular subject areas.

37. Patron Activity Chart

38. Patron Activity Chart • From the 'Reports' tab, select 'View Patron Activity Charts'. • Click the select box for 'Chart'. Then select which data to view. • View Checkouts by Day or Month. • View Waiting List by Title, Format, or Subject. • Consortia: Select which branches to include. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. • Select a Sort Order. Purpose: View patron download and borrowing activity.

39. Patron Activity ChartCheckouts by Month • Example • Chart = Checkouts by Month. Analysis: These results display the number of unique (or individual) patrons downloading titles each month over a six month period.

40. Current Waiting List

41. Your Library Branches Current Waiting List • From the 'Reports' tab, select 'View Current Waiting List'. • Consortia: Select which branches to include. • Select a Sort Order. Purpose: View titles currently on your patrons' waiting lists.

42. Your Library Branches Current Waiting List • Analysis: This chart is sorted on 'Holds' so that titles with the most holds appear at the top. • With 10 holds on a title and a 21 day lending period patrons could be waiting 7 months for a hold. • Consider purchasing additional copies of these titles. • You may also want to run 'View Waiting List History'. • Example • Current Waiting List.

43. Waiting List History

44. Waiting List History • From the 'Reports' tab, select 'View Waiting List History'. • Click the select box for 'Chart'. Then select which data to view. • View Waiting List by Day, Month, Publisher, Format, Title, or Subject. • Consortia may also select 'View Waiting List by Branch'. • Consortia: Select branches to include. • Select Formats to include. • Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. • Select a Sort Order. Purpose: View titles that have been on your patrons' waiting lists during a specific time period.

45. Your Library Branches Waiting List HistoryWaiting List By Title • Analysis: This chart is sorted on the 'Holds' column so that the titles with the most holds over time appear at the top. • Best Practice: Consider purchasing additional copies of waitlisted titles which are popular over a period of months. • Example • Chart = Waiting List by Title. • Formats = All Formats.

46. Search Checkouts

47. Search Checkouts • From the 'Reports' tab, select 'Search Checkouts'. • Enter information to search on: • Library Card Number. • Title. • Checkout ID. Purpose: Search and view active patron checkouts by library card number, title, or checkout ID.

48. Search CheckoutsSearch by Library Card • Example • Chart = Search by Library Card Number (NO SPACES). • This chart from 'Search Checkouts' shows all titles currently checked out to a particular library card. • Click 'View' to open a detail page for any record.

49. Search Checkouts'How to reactivate a download link'

50. Reactivate a Download • A borrower might report: • A missing download button. • A download error. • Why does this happen? • Adobe eBooks: A license can be downloaded one time during a single lending period. • OverDrive Video: A license can be downloaded two times during a single lending period. • OverDrive Audio Titles: A license can be downloaded three times during a single lending period. • A license for a checked out title is downloaded when a borrower clicks the download button.