Managing your holds and collection with your Advantage Marketplace Account

Presenter: Abbey Deckard, OverDrive

Session: Friday, October 4th at 9:10 a.m.

Room: Mesa

Setting up your Holds Manager/Smart List

  • By inputting your holds policy into the Holds Manager, you can have weekly, bi-weekly, or monthly carts automatically created with titles on your patrons have holds.
  • These Holds Manager plans are highly customizable and can be edited to create exactly what you need.
  • Smart Lists can help you keep track of your expiring Metered Access titles and help you with the decision of repurchasing or not. This will become particularly relevant in the next few years because of recent lending model changes made by publishers.
  • Let’s walk through these automated carts!

Getting to Holds Manager

Creating/Editing a Holds Manager Plan

Setting your plan parameters

Scheduling your cart

Getting to Smart Lists

Setting up your Smart List to catch expired Metered Access Titles with holds

Marketplace Updates and Ideas

  • The Insights page has received a complete make-over
  • Lucky Day is now up and running
  • What would you like to see in Marketplace?
  • Your OverDrive team!

MUG 2019 OverDrive Advantage: Managing Holds - Google Slides