v | © OverDrive, Inc | Page 1 OverDrive Advantage For libraries who are part of an OverDrive shared collection, you can create a custom collection just for your users. In this class you'll learn all about OverDrive Advantage: How to purchase titles, tips and tricks for ordering, and basic guidance for your users. Contact:

v | © OverDrive, Inc | Page 2 1. Introduction  Your OverDrive Service  Getting Started with OverDrive Advantage 2. OverDrive's Marketplace  Tips for ordering  Building a purchase order 3. Virtual Branch website  User Experience  Browse, Check Out, Download 4. Try This … 5. OverDrive Help  Collection Assistance  Training Resources  Promotional Assistance  Support Agenda

v | © OverDrive, Inc | Page 3 About your OverDrive service What's included?  A customized 'Virtual Branch' website.  A collection of digital titles selected by your library / consortium. How does it work?  Browse, check out, and download using a library card … anytime, anywhere!  Download to a Windows ® or Mac ® computer … and popular mobile devices.  Transfer to devices like the Apple ® iPod and Sony ® Reader ™.  Accessibility features included for the visually impaired. What assistance is available?  Expert training, collection assistance, and promotional assistance are included.  Real-time reports track circulation online.  OverDrive Support: Browse Check Out Download

v | © OverDrive, Inc | Page 4 What's in your collection? 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.

v | © OverDrive, Inc | Page 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'.  PDF (= Adobe PDF eBooks) Text is fixed, but can be zoomed. Music: ODM Video: ODV Plays on:

v | © OverDrive, Inc | Page 6 Getting started with OverDrive Advantage 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.

v | © OverDrive, Inc | Page 7 Getting started with OverDrive Advantage Collection Development  Order titles online via OverDrive's Marketplace.  It's easy to get started. All you need is an OverDrive Advantage login for Content Reserve.

v | © OverDrive, Inc | Page 8 Getting started with OverDrive Advantage Virtual Branch Website  If not signed in, users will only see titles available in the shared collection.  If signed in, users will see titles available in the shared collection and their library's Advantage collection.  Advantage titles display with an Advantage logo, and helpful pop-ups.

v | © OverDrive, Inc | Page 9 OverDrive's Marketplace Tips for Ordering

v | © OverDrive, Inc | Page 10 Tip 1: Shop OverDrive's 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.

v | © OverDrive, Inc | Page 11 Tip 2: Sign up for ContentWire Make browsing even easier! Each issue includes information on new releases, must-read titles, and popular best sellers! Encourage staff to sign up : or from the home page of Marketplace.

v | © OverDrive, Inc | Page 12 Tip 3: Purchase from Suggested Title Lists No guess work!  Check out 'Shop Now', tab features, and best sellers.  Updated weekly, so check our Suggested Title Lists often! TIP: Disable pop-up blockers.  Disable pop-up blocker before submitting your purchase order.  Go to: Internet Explorer > Tools > Pop-up Blocker.

v | © OverDrive, Inc | Page 13 Tip 4: Search Smart Two Options  Quick Search : Search by title, author or ISBN.  Advanced Search : Search by award winners, featured lists, recent releases, publisher, grade level, and more! Tips  Searching for Children's materials? Use subject headings: Juvenile Fiction, Juvenile Nonfiction, and Juvenile Literature.  Selecting multiple formats or subjects? Use the 'Ctrl' key on your keyboard to select multiple items in a drop down.  See all new titles that you don't already own Use the 'On Sale Date' field and select 'Not Yet Purchased' in the 'Status' field.

v | © OverDrive, Inc | Page 14 Tip 5: Watch for Alerts Preview titles for 24 hours – Free! To request, your OverDrive project manager. Both Advantage and consortium purchases display. The first number shows copies owned by the Advantage library, and the second counts copies owned by the consortium. Both Advantage and consortium purchases display. The first number shows copies owned by the Advantage library, and the second counts copies owned by the consortium. Click to display the list or cart that also holds this title.

v | © OverDrive, Inc | Page 15 Tip 6: Automate Download Standing Order Plan (DSOP)  Add best-selling titles automatically.  Save time and effort.  Simplify budget planning. Holds Manager  Select a holds ratio, monthly budget, frequency, and maximum title limits.  Tailor the plan to fit your needs, and change it anytime.  Holds Manager will order copies of titles for which your library patrons are waiting.  Holds Manager may order content that the consortium owns but that your Advantage account does not own.

v | © OverDrive, Inc | Page 16 OverDrive's Marketplace Building a Purchase Order

v | © OverDrive, Inc | Page 17 STEP 1: Login to Content Reserve 1. Open Internet Explorer. 2. Go to: Click the Login tab. 4. Enter your Advantage Login ID / Password. 5. Click 'Login'. 6. In Content Reserve, select the 'Marketplace' tab. QUICK TIP: If you prefer to purchase titles using the standard collection tools, select the 'Collection' tab.

v | © OverDrive, Inc | Page 18 STEP 2: Browse or search Browse or search for titles using any of the following options:  Featured Publishers.  Featured Lists.  Shop Now.  Browse by Subject.  Quick Search.  Advanced Search.

v | © OverDrive, Inc | Page 19 STEP 3: Add titles to your cart 1. Enter the number of copies to purchase. Then click 'Update Cart'. 2. Or, select one of the other 'Update' options:  'Edit Cart Units for All Results'.  'Update Cart Units for This Page'. 3. View your cart at anytime by selecting 'View Cart'. Or click the 'View Cart' icon.

v | © OverDrive, Inc | Page 20 STEP 4: Complete your purchase order To submit your order … 1. Click the 'View Cart' icon. 2. Select 'Edit select list name' to assign a custom name to your purchase order. A naming convention is recommended. 3. Select 'Complete P.O.' 4. Confirm your order – all sales are final. 5. Next, you'll have the option to attach an 'Internal purchase order ID' to your order. 6. Click 'Submit' to send your order to OverDrive. QUICK TIP: From the cart, select 'Create Worksheet' to export your list to Excel for easy printing or to as an attachment.

v | © OverDrive, Inc | Page 21 STEP 5: Titles become available for download Once your purchase order is submitted, titles are added to your Virtual Branch website within 24 hours.

v | © OverDrive, Inc | Page 22 Virtual Branch Website User Experience

v | © OverDrive, Inc | Page 23 Here's what you need … 123

v | © OverDrive, Inc | Page 24 Digital Rights  Digital Rights Management technology helps protect titles from unlawful sharing.  Every digital title has digital rights – or permissions – set by the publisher.  The permissions outline what a user can do with the title after download. Shiver Digital Rights Information Burn to CD:Permitted Transfer to device:Permitted Transfer to Apple device:Permitted Public performance:Not permitted File-sharing:Not permitted Peer-to-peer usage:Not permitted All copies of this title, including those transferred to portable devices and other media, must be deleted or destroyed at the end of the lending period. This title can be transferred to iPods®/iPhones™ using OverDrive Media Console (v3.2 or newer) for Windows. Sample Audiobook Digital Rights Information Copy: allowed, but limited to 21 times every 7 days Print: allowed, but limited to 21 pages every 7 days Sample eBook

v | © OverDrive, Inc | Page 25 Can I download in the library? With OverDrive Download Station, your library can offer OverDrive downloads inside the library. Download and transfer audiobooks and music right to a device. Contact for more information and Contact for more information and

v | © OverDrive, Inc | Page 26 Virtual Branch Website Browse, Check Out, Download

v | © OverDrive, Inc | Page 27 A graphic link on your website will provide information about the Advantage program. Virtual Branch Website

v | © OverDrive, Inc | Page 28 Virtual Branch Website Step One: Browse  Browse or search for titles.  Click any cover image to view the details.  Titles owned by the shared collection and Advantage libraries will display. Users will be prompted to sign in to check availability.  Titles owned by Advantage libraries will only be seen if a user is logged in to their account.

v | © OverDrive, Inc | Page 29 Virtual Branch Website  If copies are available, a user may add a title to their cart.  If no copies are available, a user may place a hold.  If a hold is placed on an Advantage title, the user will receive the first copy available – either through the consortium or the Advantage library.

v | © OverDrive, Inc | Page 30 Virtual Branch Website Step Two: Check out 1. Open cart. 2. Click 'Proceed to Checkout'. 3. A confirmation page will open. 4. Click 'Confirm check out'. Titles are ready for download!

v | © OverDrive, Inc | Page 31 Virtual Branch Website Step Three: Download  Click the 'Download' button. Notes:  Be sure to install the free software if needed.  Download checked out titles at a later time by clicking on 'My Account'. Enjoy!  After download to a computer, titles can be transferred to a portable device.  Many audio titles can also be burned to CD.

v | © OverDrive, Inc | Page 32 Try This … Practice checklist

v | © OverDrive, Inc | Page 33 Try this …  Log into Content Reserve:  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.

v | © OverDrive, Inc | Page 34 OverDrive Help Collection, Training, Promotion, Support

v | © OverDrive, Inc | Page 35 Collection Assistance Think of us as your Personal Shoppers!  Questions on OverDrive Advantage.  Create custom select list with new content for your review and approval.  Suggestions for budgeting.  Best of all, it's FREE! Collection Team : Lisa Minor Lindsey Levinsohn, MLISKaren Estrovich

v | © OverDrive, Inc | Page 36 Training Resources  View courses or download presentations :  Listen to a recording: Contact  Schedule custom training : Contact  OverDrive Guided Tour : Deb HalinskiAnnie Harrison Training Team : Cassie Renner

v | © OverDrive, Inc | Page 37 Promotional Assistance  Community Outreach training : Contact  Marketing Kit :  Best Practices Handbook : Contact  OverDrive Download Station : Contact Shannon Lichty Partner Services Team : Leah KardamisAdam SockelMelissa Work

v | © OverDrive, Inc | Page 38 Contact Us  Collection Assistance:  Training:  Partner Services / Promotion:  Support: Support for library staff. Please do not share this with users. Users should contact support via the link on the main Help Page of your library's Virtual Branch Website. Plus, connect with us!