 Good morning. This is Susan Nisley at the Nebraska Library Commission today as November 10th 2016 and we are going to talk today about Overdrive Marketplace. This is a place where you can get statistics about your patron's usage of the overdrive system. You can perform some support functions and you can search the catalog of content available to purchase. So let's go ahead and get started. The first question to answer today is what is Marketplace? Marketplace is Overdrive's shopping and administrative portal, which as I said, lets you shop for content, see what's available to purchase through Overdrive. It lets you access usage reports and it also lets you perform several support functions to solve problems your patrons may be having. And one of these support functions includes submitting a request, a support form to Overdrive to request assistance if you're not able to provide it yourself. Just as a reminder, Overdrive Marketplace used to be called Content Reserve and I mention that because some of our Overdrive participants have been around since we first started out back in 2008 and I do sometimes have people refer to the admin module as Content Reserve. I think some people still use the old URL that includes Content Reserve in the URL address and I think there is redirection that happens so it's still working but I do just want people to be aware that what used to be called Content Reserve is now called Marketplace. This screen shows you the up-to-date URL that you can use to access Marketplace and once you get to this screen you will be prompted to log in with a username and password associated with either your standard Marketplace account or an advantage Marketplace account. So just to give you a little bit of background on these two types of accounts there is at least one standard Marketplace account associated with each member library. Usually when a library signs up for Overdrive I go in and create a Marketplace account using the director's name and email address and I send that information to the director. Directors can and probably should share this account with other staff members or they can request additional accounts from me or Devra for their staff members but that hopefully after I show you some of the tasks you can perform in Marketplace you'll see why you do want staff members to be able to have that access. When we get an announcement about library director change I will try to track that and go in and create a new account in the new director's name and contact the director and let them know about Marketplace access so hopefully we keep people up-to-date in terms of having access to an account. As far as the username format for a standard Marketplace account the username is usually going to be in a format if you look at this bottom bullet point on the screen the username will be in a format that looks like Nebraska dot lib dot and then in place of the three asterisks it's usually the library director's first initial followed by their last name so an example would be Nebraska dot lib dot h Potter that's the standard username format for a standard Marketplace account. Standard Marketplace accounts come with the following permissions they let you perform support functions, run and view usage reports, you can search the complete catalog of titles available to purchase through Overdrive though you don't have permission to actually submit those titles via cards to be purchased so in other words you don't have purchase permissions associated with these accounts and you get access to news and support information. We do have a number of libraries that have Advantage accounts in addition to their regular access to Overdrive Advantage accounts allow these libraries to purchase additional titles that will just be available for their patrons to use so if you are one of the 37 libraries that signed up for an Advantage account you will also have in addition to your standard Marketplace account an Advantage Marketplace account. That Advantage Marketplace account does include purchase permissions and any purchases submitted via that account are going to be billed directly to your library and that content will be available exclusively for use by your patrons so how do you know and keep your Advantage account straight from your standard account? You can always tell based on the format of the username that you use to log into the account an Advantage Marketplace account username will be formatted Nebraska.adv. and then instead of asterisks you will usually have either your town name or your library name so something like Nebraska.adv.hog words. I cannot create Advantage accounts for you but when your library signed up for an Advantage account with Overdrive, Overdrive would have provided that to you so that would be something that you can request changes to directly from Overdrive if you need that and I can always intercede or facilitate that but it's not something that I can create myself. If you have an Advantage account and you log in using your Advantage login to Marketplace you will have a slightly different view of some reports that we're going to be looking at you'll often have an option to limit the report you run to just Advantage titles so that's something that I don't actually have access to that's something that you will see when you log into your Advantage account so what we're going to be doing today is we're going to be looking at what you see in Marketplace when you log in with a standard Marketplace account so without further ado let's go ahead and move to the live Marketplace site and we will start working our way through it so I've already logged in to Marketplace using a standard Marketplace login and you'll see up at the top along the blue bar you'll see you have menu options which sometimes I refer to as tabs even though they don't really look like tabs we're going to be talking about the shop option the insights option which is now what they call reports and the support options and we're actually going to work our way from right to left so we're going to start out talking about what sorts of support functions you can perform in Overdrive I'm going to click on the support tab the first thing I want to point out on this screen is that along the right side of the screen you do have contact information for two Overdrive team members that are assigned to our consortium as well as to additional consortiums but they do work with our consortiums so you'll see Sarah Delano's contact information and Jennifer Reynard's contact information and underneath their picture you see at least a few bullet points outlining what in particular they can help with so if you do have questions that you want to direct to Overdrive staff that gives you some idea of who to call and it gives you contact information I want to start out talking about the end user support options you have up here in the first section on the page and the first option I want to look at is manage holds you may have patrons come to you sometimes and they may claim that they have a title on hold but they can't find it anymore they'll swear they placed a title on hold but when they go into their account and look at their holds they don't see it or they may think that it's taking them too long to get a title that they had on hold and so you may want to go in and get a little bit more information about on the hold queue for a title so there are a couple ways you can look up information under manage holds you can do a search by book title patron barcode or by the user email address so just to do a basic look up first I'm going to type in the title between the world and me and click search and what is displayed now is a list of all of the holds that have been placed on that title and if you look in the format column right here you'll notice that we've got listings for both the ebook version of that title and the audiobook version of that title you can further see what place a particular person is in the hold queue so this person that has email address nmtempleton at gmail.com with barcode 2319 etc is first in line out of five holds then you've got two out of five three out of five four out of five we've got the audiobook listing then we've got the person who's five out of five on the hold and if you look over here under user mail user email address you'll see that's a book that I placed on hold using my work email address as the notification email address if you click on the little edit pencil icon it will give you a couple options one you can forcibly cancel a hold for a patron if they no longer want to have it on hold or you also have the option of moving the person up in the hold list so I'm currently fifth on the whole list if I wanted I could move myself up in the hold list obviously that's not something you want to do on a regular basis it would be only if there's an extenuating circumstance for instance once in a while a patron will have been waiting for a title for a long time and something will go wrong they get a notification that it's available for them and then something goes wrong and for whatever reason they lose access to the title and it goes to the next person in the hold list in cases like that you can have them place another hold on the title of course they'll be at the end of the list and then you can come into the admin module if you need to and move them back up so they're next in line you can't get them immediate access to it but you can at least get them back up at the top of the line if for some reason something unexpected happened and they after waiting a long time they lost their hold before they had a chance to read it so that isn't an option that is an option that's also something to keep in mind sometimes people people will claim that they should have had a hold that a hold should have been available to them earlier than it was and typically I know that that's what people feel but usually it's not the case usually they've calculated the hold wait times incorrectly or it's always possible that something happened and a particular patron got bumped ahead of them just because of something untoward happening to their hold so there are that so that is a possibly reason why someone could think they were going to be the next in line for a title and maybe they have to wait a turn longer than they thought they could so that's one of the behind-the-scenes things that can happen that you can do for a patron if the circumstances warrant it I want to show you a couple other ways you might go about looking up holds so we already searched by title you can also search for patron barcode so if I use the patron barcode that I use when I'm doing demos I just type in the number and now you'll see all the holds that I have placed using that particular barcode so here's between the world and me the book that we were just looking at that we looked up by title but you'll also see that I have night watch an e-book on hold and I'm 10 out of 14 on that hold list and you'll see I have the whistler audiobook on hold and I'm 26 out of 49 on that hold list or 26 out of 46 on that hold list you can also look up a holds based on a user's email address you'll remember when you place a hold in overdrive you're prompted to enter your user email address so that you can get notification when that hold is available so I can type in my work email address and again I get to those three titles that I've placed on hold one thing to keep in mind is sometimes people will think they used one email address to place their hold and maybe they used a different one so if I type in my personal email address and I don't actually know if I have any holds and I don't have any holds on my email address at this time there I'll tell you one of the things that happens most often when someone is complaining that they placed a title on hold and they're not getting it you know if you look up if you log into their account and you don't see the hold and you search on their barcode and search on their email address and you don't see the hold from the manage holds option within marketplace hopefully they can tell you the title they're waiting on and you can type that in so I'm going to type in I am Brian Wilson and what happens often is if you look at the user email addresses or the barcodes what sometimes happens is this happens particularly in cases maybe a family has an iPad and both adults in the family share the iPad and your patron thinks they were logged into their own overdrive account when they placed a hold but maybe they were logged into their spouse's account instead so you come here look at the user email addresses and maybe the patron says oh that's my spouse's email address and you look at the barcode and it's the spouse's barcode and so they were actually logged into their spouse's account when they placed the hold so that happens more often than you would think and here you can see it's a different barcode and it's a different email address of mine that this I am Brian Wilson is checked out to so in that case that might be a case where you just say well then you know log into your spouse's account assuming that's okay with them and download the book from there or once or twice I've had someone actually typo their barcode and so we could tell that they had checked it out on another patron's account that was just one number different from their own in that case we actually forcibly returned the title had the patron check it out again and then that's a situation where you might actually go in and bump them back up in the hold list of their next in line again to correct for a mistake like that so that's manage holds return titles let's you as the librarian forcibly return a title that a patron has checked out and there are a couple situations where you might want to do this I'm going to jump quickly to my Nebraska Overdrive account and you'll notice I'm on my checkout page and I've got two titles checked out and I no longer have return buttons underneath these titles because I've already either downloaded the book or selected a format so sometimes what happens is a patron will not realizing it they'll either check out a book in a format that they don't have they can't access that format because of the device they use or maybe they accidentally after they check out a book they accidentally select for instance Kindle format of the book but they don't have a Kindle device or a Kindle app and so they can't really get it now that the Kindle version of the book has been checked out the only way that the patron can return it is to log in to go to their Amazon account and they have to check it in via the manage your content and devices page within their Amazon account well what happens if your patron selected Kindle format by accident maybe they don't even have an Amazon account and if they do have an Amazon account you know maybe they're not used to maybe they never access Kindle format books through their Amazon account do you really want to walk them through the process of creating an Amazon account or logging into their Amazon account and going to them manage your content and devices pages and walking through the process of returning it there or do you just want to log into the admin module and return it for them and so I'm going to go ahead and go back then to the admin module and we'll go ahead and try to return that tricky 22 title so tricky 22 I'll look it up by title now there are actually we actually own multiple copies of that title so I'm going to have to look through and see if I can find the correct the correct copy and you'll come down here and you'll see number 16 on the list Susan Isley at Nebraska.gov and you'll see the barcode that I've been using the account that I'm assigned into is associated with that barcode so I can go ahead and select that checkout and then come up and click on return it will ask me to confirm I'll say okay if I go back to my account and refresh you'll see that that title is returned now they'll tell you in the marketplace that sometimes when you perform an action on a patron's account it can take up to 30 minutes to take effect usually it's instantaneous like in this case you may just have to refresh the screen or go away from the screen and come back to it but you'll see now that we've returned that title for the patron without having to log into their Amazon account so that's handy to be aware of another option on the support screen that you probably won't have to use very often but that it's important to be aware of is merge user IDs this is an option you would use if a patron has a library barcode they've been using to log into overdrive for some time maybe they lose that card and so you cancel that account or that card number within your ILS and you issue them a new card with a new barcode well now that you've cancelled their original library card number they're no longer going to be able to log into overdrive using that barcode but they may have books checked out on that barcode they may have holes that they've placed that they're waiting for on that barcode they may have a wish list that they constructed on that barcode and they're going to lose access to all of that information it's not going to show up under their new barcode unless you merge the old barcode with a new barcode so I'm not going to go ahead and do this but I can walk partway through the process so say I lost my barcode that ends 4711111 my library so I type that in as my original barcode I search and I can see I have one checkout and three holes associated with that the libraries issued me a new card number 251-402-471-2222 and you'll see I've already placed a hold on using that card but if I check both of those the old barcode in the new then my merge button becomes active and I could click on merge and all of the activity on my old 4711111 barcode would now appear under my 4712222 barcode so that is something to be aware of if you are cancelling one barcode for a patron and issuing them a new one finally there's a reset downloads option that can take care of download problems that your patrons occasionally have this happens most often with audiobooks for both audiobooks and ebooks there's a limit to how many times during a checkout period a patron can click on that download button because obviously overdrive and the publishers don't want a patron sharing their account login information and letting everyone in their book club access their account and download a particular title so for audiobooks that download limit is three times so after a patron has clicked on the download button three times they're no longer able to download that title anymore it's locked this sometimes is a problem if there are problems with the download if your internet access spotty and the download gets cut off so it's not completely unusual for technical difficulties to cause a patron to click three times and then be locked out of being able to download so again I'm going to go ahead and show you what that error message looks like it's pretty distinctive if you know what's going on so I'm going to try to download the audiobook version of the help mp3 so I click on download and I get an error message that says an error occurred I get an error code and it says failed call to fulfill the title the fulfillment limit of three for the requested title has been reached so anytime you see that message the fulfillment limit has been reached um that's a situation where you may be able to go in and reset the download for the patron so I'm going to go ahead go in to reset download again I can search for that problem check out by barcode title check out id so I'm going to type in uh my barcode okay and you'll see um it still hasn't caught up that with the fact that I've returned tricky 22 but it shows that I've got the help audiobook checked out and the way you can see if this is a title that can be reset is you go over to the right click on view and you'll see right here under download it's remaining it says zero and you also have a reset user's download link button if um they haven't used up all their downloads you won't see this link it does ask for the reason for resetting or reactivating the title and you can type something in there if you want but I found that that's not necessary so I'm going to click on reset user's download link I get confirmation that the link's been reset you can see now there are three downloads remaining again and if I go back to my account and I try to download again you'll see the download process starts like you would expect it to and I'm obviously not going to finish it now but you'll see I'm no longer getting that error message okay so we've talked about the support options at the top of the screen in the middle of the screen you do have links that take you to some help resources the first link is to the marketplace users guide which is a 119 page pdf document basically a user's manual for marketplace so that's available to you if you want it there's also a link for overdrive help and this actually takes you to the same help website that you get to if you click on the help link within the Nebraska overdrive libraries interface overdrive resource center takes you to pages on overdrive's website where you can access different marketing materials you can access recordings of training sessions you can get collection development help and FAQs you can also click on a link to take you to a schedule of live webcasts that you can register for if you want to attend online training so they have both online training that you can attend and they usually have recordings of their online sessions as well so those are help resources available to you and last but definitely not least this is very important you have the contact button for technical support so this is an option that's available not to your patrons but it is available to you from within marketplace so again you can see why it's so important for you and your staff to have access to marketplace when you click on this link you will get a form that you can fill out to report a problem that a patron is having that you are not able to solve so the name and email associated with the marketplace account you've logged in with will be auto filled you then have a drop down menu and you can try to select the category that best describes the problem your patron is having based on the issue category you choose for example common one people have problems downloading the required fields on the remainder of the form may vary so what information you absolutely have to type into the field into the form before you submit it will vary depending on the issue category so usually they do want the patron's username and their email address although that's not always a required field usually they want the patron's barcode they want a description of the problem oftentimes they need to know the format of the title that the patron's having problems with and they need more specifics than just ebook if possible they want to know if you're having problems with the Kindle version or the EPUB version etc any error message text and then information about the hardware that you're using so the operating system on a computer browser if you're using a particular app what kind of device you're using so as much information as you can gather from the patron and then you can submit that problem report to tech support they indicate that they will usually get back to you within 24 hours usually it's more like a couple hours but they will get back to you via email and so they will either send you some steps to try to solve the problem or they may ask you for more information and you may have to go back and forth with them but this is the primary way to contact support if one of you contacts me with a question about a problem a patron is having and I'm not able to answer it or figure out what's going on this is what I do I go in and I submit one of these support cases via the marketplace so that is something that is available to you and sometimes if timing is of an essence you may not wait if I'm out of the office early one afternoon you might not want to wait until the next day to have me submit that to overdrive so that is something you can do yourself so questions about the options that are available to you on the support page if you do have a question please feel free to type it in the question box and I will try to keep track of that as we go along I'm just as a reminder at this point I noticed that a number of individuals have logged in since I started and so I will be able to look after the fact and take down your names and record you on my attendance sheet but if you have additional staff members attending with you please remember to type their names in the question box and submit those to me so that I can add them as attendees in the class for CE credit if you're the one that logged in to the session your name and email information is captured but anybody else attending with you I won't know unless you type that information into the question box and send it to me okay so now I want to move on and talk about reports in the past there used to be a nice word on this menu that said reports which was nice and straightforward but for whatever reason they decided to change the wording to insights so that has caused some confusion for people and you have a drop down little drop down menu here and you have two choices under insights you have dashboard and reports I'll show you what dashboard is but it is usually not what you're going to want to go into it gives you basically an it gives you at the at a glance insight into the digital collections current activity as well as trends over the last 12 to 24 months respectively the information is uh for the consortium as a whole and it includes advantage owned titles that advantage libraries have purchased so it's it's all activity of consortium members you'll see right here front and center under current activity you can see how many holes are currently active so there are currently 8484 holes and you can see the breakdown by ebook and audiobook and if you hover your mouse over the two parts of the pie chart you'll see that ebooks there are 5673 holes on ebooks that's 66.9 percent of the holes and if you hover over the green audiobook portion of the pie you'll see 2811 holes on audiobooks 33 percent you have a similar display for checkouts current checkouts by format so there are currently 13653 titles checked out by consortium members uh the majority of those are ebooks 64 percent of those checkouts are ebooks 35.9 percent are audiobooks you also have a pie chart that breaks uh current checkouts down by audience so you can see uh adult uh checkouts make up 80 percent of total checkouts young adult uh titles make up 11 percent of the checkouts and the juvenile titles make up eight percent down in the trends section you get trends by format and you can display them for the last 24 months and you'll have uh checkouts by format by month so for november 2014 you can see ebooks how many ebooks were checked out how many audiobooks and you can move your way month by month or you can change the display to the last 12 months and you may notice there's this little blip of orange uh which the um key tells you his videos our consortium's chosen not to purchase videos at this point and a couple videos accidentally got ordered and overdrive wasn't supposed to let those through and they accidentally did so for for a brief period in time we had a couple videos that got checked out and so um even though we uh turned those back in that information still shown up in historical statistics uh you could also see unique users consortium wide over the previous 12 months the last 12 months and you can see a chart that tracks checkouts and holes um in uh conjunction with purchases so you know do do checkouts and holes go up uh when we submit more more titles when we purchase more titles so you can track that as well so as you can see that's useful information it might be information you'd share with board members if you just wanted to give them some background but it's not necessarily the kind of information you're going to want to track um monthly on behalf of your specific library for that you'll want to go into the reports section the first report that i want to look at is probably the report that most libraries are going going to want to run most often and that is circulation activity um and i want to point out when you click on a report category circulation activity you get to a screen that displays a report that was just run and this often throws people for a loop because they look at their report and maybe it's not really showing them what they are looking for or what they remember um running in the past the thing to keep in mind is that when you access a particular report um the last report criteria you selected for that report type um is remembered and a report is run so you're basically seeing the last report that was run under this category so what i tell people and remind people is you almost always once you access the report categories you want to go ahead and run new report so here we're seeing checkouts by branch so for shadron public library um from uh october 2015 to september 2016 so that is the criteria that was last used for a circulation activity report so what i want to do is i want to come in here click run new report and now i have all my report options that i can go through and select again so we're going to actually look at four different circulation activity report permutations that you can run so um sometimes uh we want to look at consortium level circulation by month for the past participation year so to do that i'm going to go to checkouts by as my first category and this is actually the information that's going to be displayed up and down the left side of your chart so checkouts by i want months and i'll just mention here that the two criteria i choose here is almost always either month or branch usually i'm not looking for statistics by day of the week or by publisher or subject or title i usually want to see branch level checkouts or checkouts by month so we're going to say checkouts by month in this particular case we are interested in consortium wide consortium level statistics so i don't want shatron in there anymore so i'm going to click on the little x there and i go back to my default all branches i'm not wanting to limit by format language audience reading subject anything like that i'm under period type i have two options i can select period type last um then i've got a number i can enter and i can select either days months or years or i can specify a particular period of time and so in this case i've selected october 1st 2015 to september 30th 2016 which is a typical fiscal year and then i click update and this is my chart and like i said checkouts by month was what i selected and so the month is what it the months are what's listed on the left side of the screen and i can select sort ascending and you'll see you have a number for each month of how many titles circulated and then up at the top of the column heading under checkouts you've got the annual total so how many titles were checked out consortium wide during this particular fiscal year if you want to actually dig down a little deeper you can click on the month and at this point you're going to get a listing of all of the titles checked out in that month and you'll see that um for 50 titles are displayed per page you've got 42,817 total titles and um that takes up 857 pages so big report i will use this particular report however to show you a little bit of how to um go through and work with these reports um you can uh you'll notice there are lots of column headings and they're hard to see so you can always um cover your mouse in between two columns and then when your cursor changes into that little line you can uh widen or narrow those different um columns you can also go through and if you click on the you've got the option to sort by the criteria in any of these columns so i i can open that up and i have a columns option and i can actually um uncheck columns that don't contain information that i'm particularly interested in so i'm going to go through and uncheck addition creator language um subject publisher um this also lets you see the full heading spelled out um so that's also sometimes useful i'm going to unselect checkout id um renewal because we don't use that in our consortium so you know i can make my chart a little bit more manageable to read so just to walk you across one of these rows um the first title alphabetically is on baby mix two it's an adult fiction title ebook format date added to the site so this copy was added in december 2013 we own one copy um you'll see a license says purchased and licenses left licenses used um in this case this book is available on a one copy one user ownership model and so we own one copy if this had been a book that was available for 26 checkouts instead of one copy listed under ownership um it would say licenses purchased um perhaps 26 and then licenses used maybe 10 licenses left you know 16 we can see that this title is checked out by someone at gothenberg when they checked it out it was checked out for 21 days and here's their bar code so that's kind of information that you can glean from this report and i think let me just look at my column headings okay so anyway that is how you can drill down um on a report so i'm going to go ahead and go back and i want to run a different circulation activity report this time um i want to uh compare annual circulation by branch so maybe you want to see how your annual circulation compares to other libraries in the consortium so to do that i can change checkouts by month to checkouts to branch and i will leave um the branch option set to all branches and i want to see the information for the same time period so october 2015 to september 2016 an update and because we have 170 libraries in our consortium i'm going to go ahead and ask to see uh 500 um rows displayed on one screen and now you can see i've got 170 branches listed in descending order based on number of checkouts so you can see carney public library patrons checked out 46 000 titles and um then you can scroll your way down and find your library and see how many you checked out so this is really useful to see how your circulation compares to other libraries that are of similar size to your library maybe you want to see your own library's monthly circulation broken down by format ebook versus audiobook so that's a possibility um in this case you would go back and say checkouts by branch and change that to checkouts by month you're not interested in all branches you're interested in your specific branch so you'd open up this branch drop down and you choose in this case i'm going to choose shadron public library and um under format then you'll see i have the option of specifying a particular ebook format or i can just say all ebooks are all audiobooks so i'm going to say all ebooks and then i have a monthly the monthly uh numbers for how many ebooks checked each month i can go back and i can then do the same thing for audiobooks and if i record those numbers i may just want to then go ahead and do the same report and run it for all formats just to make sure that when i add ebook and audiobook monthly checkouts together that they equal the all formats option so that's an option on this uh circulation activity report so one other um option you may want to run is you may want to compare uh your monthly circulation by audience adult versus juvenile or ya and you can do that from this uh report options form as well so i'm going to continue looking at checkouts by month for shadron public library but now under audience instead of uh retrieving results for all audiences i'm going to go ahead and i going to say i want adult fiction and adult nonfiction so i'm going to select adult fiction and adult nonfiction to get my adult circulation numbers by month for shadron so again you've got the monthly breakdown the annual breakdown up in the column heading so now if i want to see the number for juve ya i can come back and i have four options here i've got juvenile fiction juvenile nonfiction young adult fiction and young adult nonfiction and run that report and now i've got the juve ya numbers so that's how you can run a report broken down by audience so that's the circulate circulation activity report which i think is what you'll run most often um i also want to just point out current waiting list um this is something that we use at the consortium level because it can give us a snapshot of titles that users currently have on hold and this helps us make decisions about um which titles we want titles we want to we may want to purchase additional copies of so um just to follow my own advice instead of looking at the report that was automatically generated i'm going to come down here and click run new report and i can see that the last time i ran a report i was looking at hold information for shad in public libraries so i'm going to go ahead and delete that and you'll see i again have a choice of all branches the other option um is standard or mobile website which usually usually we're not interested in that level of detail we don't really care whether the um user was connecting to nebraska overdrive libraries via a mobile device or via a device that use the standard website that's usually not something we track so report options i'm going to search all branches uh current waiting lists information i get number of users on the waiting list broken down by format so there are 2,805 holds on audiobooks 5,664 on ebooks the average wait time for a title on hold is 28.6 days again this title this uh report is uh sorted alphabetically by title and you've again got on the multiple common head the multiple column headings so going through um the first title three truths and a lie information that you might be interested in on this tells you that on this title the consortium owns three copies of this title um advantage libraries don't own any copies of this title um if this title was licensed instead of owned we'd have information about the licenses left here um the next two columns show all holes so there's one uh hole on this title and then it asks then you've got a column that says advantage hole so how many um of those holes have been placed by patrons of advantage libraries and one so basically that's identical um you've got the consortium hold ratio which gives you a number that is indicative of the number of holds per copy um and you've got a column that says indicates whether or not this title is still available to purchase the price and you've got a branch column right over here um you notice that couple of these uh numbers are hyperlinks so under all holds you can click on that and what it will show you is it will show you the date the hold was placed the email address of the person who placed the hold and their barcode so that information may be useful if you come over to the branch column and click on the number under the branch column it'll tell you which library um those holes are associated with so the patron that has a hole in this title is a patron of york public library um because york is an advantage library it does indicate um that there's one hold and that one hold is also placed by an advantage library um how i would normally want to uh sort this report would be i i want to see the titles that have the most holes per copy so i would come here to the consortium ratio column and i would sort descending so i'm going to see which title um has the most holds per copy in that case in this case it's truly madly guilty information that would be useful in this case this is an example of a title that is licensed um for a certain number of checkouts as opposed to owned outright so it's going to tell you and this is a little bit confusing you have to look at the column heading there's going to be two numbers separated by a slash the number before the slash is the consortium number that number after the slash is the advantage library number so the licenses left column says that the consortium still has 181 licenses left and advantage libraries have um licensed this title as well and there are 239 licenses shared among the advantage libraries licenses used you've got all holes 88 of those 88 holes 56 of those are placed by patrons of advantage libraries again if you click on um one of those hold numbers you'll see a list of uh all the holes the dates they were placed email addresses and barcodes if you back up whoops and now it changed my sort back to the default which is always annoying so i'm going to resort by consortium race hold ratio now if i come back to branches it tells me that those 88 holes are placed by patrons of 44 libraries and then this is sometimes useful to see actually an alphabetical list of the libraries um how many holes um patrons of their library are uh associated with and then there's also a column and you can see whether that particular library is an advantage library one of the reasons this is nice is if you're an advantage library then um you may want to consider if you've got five patrons waiting for a particular title you may want to consider purchasing a copy because that way your patrons will get it right away so one other interesting piece of information um you may want to get access to at this point is um you can go to a detailed record for this particular title if you click on the title link and i'm going to actually right click and open it in a new tab just because if i that keeps it from resorting my um report back to the default the information that you can glean from this screen is you can actually look at the um licensing model whether it's purchased on a one copy one user basis or in this case um it's earlier a 52 checkouts or 24 months down here and we're going to when we talk about searching the catalog of titles available to purchase we're going to talk a little bit more about this kind of display but you'll see here um the first line gives you consortium holdings information the second line gives you advantage library holdings information you'll see the consortium owns basically four copies of this metered access title and if you click on that four you'll see when when these four titles were purchased and when they expire similarly you'll see that advantage libraries own five copies and if i click on this own metered access five link i can actually see which advantage libraries have purchased copies and also when their their copies expire in this particular case so that is the waiting list um we are it's 11 o'clock already um which isn't surprising because it's hard to get all this information covered in an hour um so i'm going to try to speed this along and instead of looking at some of these other reports which aren't as likely to be used i want to jump down to user statistics and i want to show you one more report here before we move on to searching for available titles um you've got search checkouts this report is actually identical to the um option under the support tab that lets you that lets you shoot it is basically identical to i think the um return titles option under the support category new user registration just lets you see um new bar codes that have logged in but those bar codes haven't necessarily checked out titles what uh what library sometimes want to know is how many patrons do i have using my overdrive service and that's what you can find out with this unique user activity option here so i'm going to click on that option and again i'm going to go ahead and go down to run new report and i'll show you about three permutations for this report so um i want to in this case i want to see unique users with checkouts by branch and i'm specifically interested in my specific library so i'm going to say shadrin shadrin public library is selected and this in this case i could do last one year or i could do specific and do um 10 01 2015 to 9 30 2016 which is the typical uh fiscal year and do update so in this particular case it is telling me that in the last year in the last fiscal year shadrin public library had 144 unique users use their overdrive service so that is sometimes a useful um uh number to have on hand and be able to report to boards so questions about um i think we'll just go on at this point just because of time considerations um hopefully those reports that i've showed you are the ones that you're most likely going to want to use and hopefully you have a little bit more idea how to manipulate those reports um do you guys have any questions uh if so please type them in otherwise we're going to switch over and talk about searching content available to purchase um usually the first thing you see when you log into marketplace um is the marketplace shop you can also return to the marketplace shop at any time by clicking on the overdrive marketplace logo up in the upper left corner of the screen that takes you back to the basically the marketplace home page um if you're logged in with a standard account marketplace account like i am you're not going to be able to actually submit titles for purchase but it is still i think really important to be able to know how to search through the catalog to identify titles that could be purchased and there are a couple of reasons for this um sometimes a patron asks about a title that's not in the nebraska overdrive library's collection and it's helpful sometimes to be able to go in search the overdrive marketplace catalog and tell them well actually that title's not available to purchase through overdrive for whatever reason the publisher didn't um make it available to overdrive to um offer um sometimes you can also search to see whether a title is available in the format a patron is interested in for instance a week or so ago um a librarian called on behalf of a patron we have um a couple of the hank the cow dog books and ebook format in our collection and the patron was interested in audiobook so we we went in and we searched overdrive marketplace and what we found is that none of the the hank the cow dog books are available in the audiobook format through overdrive so knowing that then the the librarian just moved forward to the next option which was trying to identify um audio versions to interlibrary loan so again that's the kind of information you can call me for but sometimes it's nice just to be able to do that search yourself and so i want you to be aware that it is an option available to you um the other scenario might be that a patron's interested in a title that's not in our collection sometimes it's nice to be able to go in search the marketplace and tell them yes that is available we just don't happen to own it but i'm glad to submit that um as a title is a purchase request to our selectors and so you can do that you can offer that to patrons and sometimes also um you can actually see uh forthcoming titles in here so maybe you know a patron has found out that we have um the ebook version of Bruce Springsteen's autobiography that was just released in october but they want the audio version and they're asking well why the ebooks available why isn't the audio if you go in and search you'll see the audiobook version doesn't come out until early octo early december i'm sorry so you can just tell them well it's just not available yet but you know we'll let selectors know there's interest and then we can try to get it when it is available so all that kind of information often helps with patron interactions um when you search um there are actually a couple different catalogs you can search and that's not immediately obvious by default any searches you perform are done across the one copy and one user and metered access content which is typically what you want to search so usually that's not a problem but i just want to point out um you do have a couple other categories there's a cost per circ which our consortium doesn't uh participate in there's a simultaneous option that we don't participate in finally there's the self-published category and so there may be situations where someone is looking for a title that you know is self-published or came out through smash words or something like that you might not find it when you search the standard one copy one user and metered access catalog but if you go to the sub self-published category you might find it so just to be aware of that um the search that i use most often is just the search box up at the top of the screen and this is usually if i have enough information that i can pretty clearly identify the title i'm looking for so often i will type in username um an author name and a title in this screen so i'm going to go ahead and type in janet evanovich tricky 22 and do that search it's a nice easy search because i only get two results and so that's going to let me talk about um the information that you get for each result and how to interpret the screen you'll see um my result list is sorted by relevance other sort options that might be of interest include things like hold ratio holds popularity at my site popularity across libraries etc so you have some options for sorting you can tell at a glance that there's an audiobook version you can tell that because you've got little headphones icons associated with the first record and you'll see that if you purchase the audiobook version it's going to be available in both the mp3 format and the overdrive listen format it costs forty seven dollars and it's available um the licensing model is the one copy one user ownership model so you buy it at that price and you um own it um for ostensibly forever the second uh record is the ebook version you can see the little ebook icon and it comes in three formats the kindle format overdrive read and adobe e-pub it's twenty six ninety seven and it's also available on that one copy one user ownership model one thing i'll point out for the audiobook and this is something we try to always um be aware of um audiobooks are either abridged or unabridged and we try to only buy the unabridged version um and so we do try to always look at that for audiobooks once in a while a patron will complain about well why don't you have the audiobook for this particular title if you come in and you search it in the marketplace and you pull up a record for the audiobook and we don't own it you might be wondering why sometimes if you notice it's a bridge that would be something you could tell your patron well it's available but only in a bridged format so that's probably why we didn't purchase i know every time a patron has requested an audiobook and i go back to them and say well it's available but only in a bridged format you still want it they always say no so um we do try to avoid those abridged formats um there's ownership information that's included in the record and so i want to go ahead and try to interpret that for you again in this particular case the audiobook that consortium owns seven copies six of those copies are checked out it's been checked out a total of 351 times since we purchased it advantage libraries own three copies one of those copies is currently out and then they have a total checkouts by advantage users so 214 of the 351 checkouts were by patrons of advantage libraries and you've got similar information down here then for the ebook so that's a real basic search um if you're going to just do an author search sometimes you get more complicated results and so i'm going to do a search for steven king as an author and as i begin typing um you will see that um i have a dropdown with some suggestions and steven king is one of the suggestions under author and so i'm going to go ahead and just select that you'll see in this case i get 359 results so a little bit more complicated and as you start to scroll through you're going to notice some things the first title is pre-order so it's not currently available it won't be available until may of 2017 and then you'll start noticing we've got titles in german which obviously we're not interested in and i will point out sometimes this is more sometimes foreign language versions of titles are more obvious than others if you've got a title that's a single word and the word is the same in english as it is in foreign language sometimes it's going to be really hard to notice that um you've got a foreign language edition i think we wound up with a swedish language version of one of the divergent titles because it looked identical and we didn't catch the little uh the little swedish uh label under languages so if you're finding a lot of foreign language titles one thing you can go do is you can go down and you've got a lot of filter options along the left side uh you can go down and you can limit your search to just english so in this case it drops it to 178 titles which is a little bit more doable um now you'll also notice there are um format filter options but you can't be generic you can't say just limit to ebook or just limit to audiobook you have to limit by specific um ebook format like adobe e pub or overdrive read or kindle so you can do this if you want to that's an option um but um this is once you start having to do a lot of filters um that's a situation where sometimes it's better if you can do some of this filtering ahead of time as you construct your search and so i do want to go and show you i want to go back to the main uh marketplace search page and that's when you might want to use either the basic search option or the advanced search option so you've got the quick search box at the top you also have a basic search option over on the left and if you click that you'll actually see quite a few options you can um set before you even perform your search so i might want to go and i'm type steven king in the author field here i can limit my search ahead of time to format so i could go down here and you'll see that i can limit by specific audiobook format or i can just say audiobook so that's what i want to do um and then down here there's some interesting options and one of those options is holdings and you'll notice if i check the box then a drop down menu appears and i have several holdings options and one of those holdings options is not in collection so that seems like a really great option because you might be thinking okay well let's see what steven king titles we don't own that maybe we want to purchase so i'm going to go ahead and select not in collection and i'm not saying this is a bad search in any way but i want to show you one of the dangerous things about this type of search and one interesting thing is one of the um you don't have the option of specifying language beforehand so in this case i still have to come over here and limit my search to english so now you've got steven king audiobooks that are not owned by the consortium so you might be scrolling through and you might all of a sudden you see christine we don't own the audiobook version of christine you know what a travesty we should own that um so here christine unabridged audio um actually we do own it so i want to go ahead and show you um what we don't own is we don't own this particular edition so let me go ahead and jump back to our nabrasco overdrive libraries account and i'm going to type in steven king christine and you'll see we do own the audio version of that this just happens to be a different edition and this particular edition is no longer available to purchase through overdrive which is why it doesn't and wouldn't show up in our search um so um you know they've not they're now offering a new edition we don't own that and so they don't flag it with ownership information so that's just something to kind of be aware of it's really easy sometimes to think we don't own a title when we really do so it's always good to double check on that um a couple other search options i just want to show you that are a little bit different um under that basic search it is interesting because you can search um you know now that we have licensed content that expires after a certain number of checkouts or after a certain time period one of the things you can do is you can actually say okay show me titles that are in the collection but have zero checkouts left or um show me uh titles that are in the collection that have zero days remaining and that's a way that you can just go in and um or it's a way that we go in at the consortium level sometimes and just look and see um what titles have expired um and then we might look at whether we want to re um order them or whether we want to weed them out of the collection um one of the things uh that uh to be aware of is if an advantage library owns a copy of a title that's that was owned at one point by the consortium we can't weed that title so it's going to still show up in the consortium as being um something that um patrons can see it but there aren't going to be any titles available for them to check out so um that's just something to be aware of i'm going to go ahead and let's just do a search for ready set jet in the Nebraska collection and i can show you what it looks like if um your patron stumbles on a title that um it's still showing up but we've used up all of our allotted timer checkouts so it'll say available copies zero library copies zero so we don't have access to this anymore it's still in the collection patrons can place holes on it but that's going to frustrate them if we don't go in and then purchase an additional copy so we'll either try to weed these titles if we can the exception is if an advantage library happened to own this then we couldn't weed it from the consortium collection so again just to kind of clue clue you in so if you see something odd like this you might have half a chance of like stumbling to what's going on um i do want to point out that you do have an advantage i'm i'm sorry an advanced search option as well and that takes you when you click on advanced search it does take you to a completely different screen um you can specify format up here you can do ebook in general or a specific ebook format audiobook and then you have the different fields that you can fill out um probably the uh unique options under the advanced search screen would be that you can actually limit your search by uh to only titles that have you know x number of holes or more so if you want to see what titles um we might want to get additional copies of that might be one way to do it um you can also use some of these interest in reading level options if you want to search for titles that fit into a certain parameter in terms of reading or interest level so those are some of the unique features on the advanced search screen um usually i'm able to do all my searching using either the quick search up at the top or the basic search option that opens up some uh different um parameters just on the left column of the main page so that's searching um do you guys have questions about that if not um it's 11 23 so um as is not unexpected we went a little bit longer than an hour but it is probably time to wrap it up um just as a final reminder if you've got additional uh staff members watching with you please um type their name into the question box and submit it to me so that i can um add them to the attendance list for c e credit um otherwise if you are the person that signed in uh to uh go to webinar uh to attend i will have your particular name and email address uh recovered um otherwise i think uh we'll uh finish for the day and like i said i've recorded this so once i get the recording processed and up i will send out information about how to access it in case you have other staff members that want to watch it later thanks so much for attending