Collection Checklist

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

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

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

4. What formats are available? Each OverDrive partner chooses from … • eBooks: A text-based digital book. EPUB / PDF. • Audiobooks: A recorded reading of a book. WMA / MP3. • Music: A CD that is digitized. • Video: A DVD that is digitized.

5. Format abbreviations • Audiobooks • OAB (= WMA format) Some include burn permission. File size is 50% of MP3. • OMA (= MP3 format) Wide compatibility. • eBooks • EPUB (= Adobe EPUB eBooks) Text can be resized, and 'reflows'.Wide compatibility. • PDF (= Adobe PDF eBooks) Text is fixed, but can be zoomed. • Music: ODM • Video: ODV Plays on: Plays on: Plays on:

6. What licensing models are available? • One Copy – One User • Purchase a title, and a copy of that title is added to your digital collection. • When a user checks out a title, a copy 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

7. 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.

8. Custom Collections on Shared Websites Use your Advantage account to … • Reduce waiting lists: Add more copies of popular titles to reduce waiting lists for patrons at your library. • Create a custom collection: Develop a collection of titles that is not part of your shared collection. • 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.

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

10. Collection Checklist 10 Steps to a Successful Digital Collection!

11. #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. • Create a Suggestion Box on your website. • Encourage staff to help design and implement user surveys.

12. #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!

13. #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 Virtual Branch website for free! • Over 23,000 audiobook reviews are available. New reviews are added regularly. Go to Content Reserve Homepage. Select 'Premium Reviews'.

14. #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.

15. #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.

16. #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'.

17. #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'.

18. #8: Reach More Users with Multiple Formats Action Item: Contact collectionteam@overdrive.com for help. • A diverse collection attracts more users. It's as easy as placing an order. • Audiobooks: • OverDrive's highest circulating format. • Compatible with many devices. • eBooks: • A great value! eBooks are an easy and inexpensive way to improve circulation. • Romance titles are popular. • Video: • Every video includes a mobile version, optimized for mobile devices. • Documentaries, feature, children's, etc. • Music: • Save money on CD replacements. • Expand your user base.

19. #9: Review Reports Action Item: Contact training@overdrive.com for help with Reports. • Activity Charts • See popular titles and make informed purchasing decisions. • Turnover Rate Charts • 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' over time. • Install OverDrive Dashboard • A desktop application that provides quick access to real-time data from your Virtual Branch. OverDrive Dashboard

20. #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 titles for your review and approval. • Set up a Holds Manager or Download Standing Order Plan. • Questions on OverDrive Advantage. • Suggestions for budgeting. Lisa Minor Karen Estrovich Lindsey Levinsohn, MLIS New Partners – We'll contact you to set up a Collection Development Profile.

21. Try this … • Log into Content Reserve:www.contentreserve.com. • Go Shopping. • Sign up for ordering resources: • Preview: Contact your Project Manager at OverDrive. • ContentWire: Sign up from the homepage of Marketplace. • Automate ordering: • Download Standing Order Plans. • Holds Manager.

22. Contact Us • Collection Assistance: collectionteam@overdrive.com. • Training: training@overdrive.com. • Partner Services / Promotion: partnerservices@overdrive.com. • Support: support@libraryreserve.com. Support for library staff. Please do not share this email with users. Users should contact support via the email link on the main Help Page of your library's Virtual Branch Website. Plus, connect with us!

23. Collection Checklist Appendix

24. User Rights • User rights can be used to help facilitate workflow for the library's selectors. • SL (Submit List) & DL (Delete List): • We recommend only users who have final content approval should be assigned SL (Submit List) and DL (Delete List).  • MU (Manage Admin Users): • This permission should be restricted to one or two staff. It allows a user to create additional logins and potentially enable additional permissions.  • OverDrive Community Reserve: 'Local Collection' and 'Manage Collection' rights are needed. • For more information, go to:Content Reserve > Support tab > User Rights Documentation. Content Reserve > Users tab

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