Ready to learn how to create a patron interest manager plan?
To start,
Let's discuss Notify Me.
Notify Me is a smart tag in Libby that allows users to receive a notification when a title of interest is added by one of their libraries.
Patron interests manager plans are optional purchasing tools available to you in Marketplace.
Like holds manager plans, you can set them up in Marketplace to run with your settings and at your preferred cadence.
With these patron interests manager plans you will be able to create plans to identify titles with those Notify Me tags
In Libby. Based on criteria such as format,
Lending model, language,
Publisher, audience, preorder status or price.
Carts can be generated for review.
Each plan will have real time reports so you can view results and select titles for purchase at any time.
Let's set up our very own patron interests manager plan.
Navigate to Marketplace
And select the shop tab from Marketplace's navigation bar.
Navigate to purchasing tools.
Select patron interest manager to create or edit a plan.
Click create new plan.
Set up your plan with a name that's easy to identify.
As an example "Notify Me 1+"
Select your criteria for the number of Notify Me tags and your budget.
Specify additional collection development policies, if preferred.
Some common examples include
Separate plans for ebooks and audiobooks.
Separate plan for preorder content.
Separate plans based on audience, like adult, young adult, or juvenile.
Separate plans for indie authors versus traditional publishers.
Plans for titles based on price range and more.
Contact your OverDrive team for ideas and suggestions.
Our contact information is available in Marketplace under the support tab.
Designate whether or not to include or exclude publishers or audience levels.
Languages or Advantage accounts, if applicable.
Decide if you like it to automate a cart and hit save.
You can choose to have your plan generate a cart or view results on demand.
Scheduling your plan to generate carts is ideal if you visit Marketplace regularly and want to quickly review and submit orders.
Reviewing results on demand works best if you visit Marketplace infrequently or don't plan to purchase based on Notify Me data
And if you want to avoid carts building up in your account.
Once you've confirmed,
You can view titles that meet your criteria on demand in the report or use the report to create a cart at any time.
You can also edit the plan and adjust your criteria as needed.
You can easily navigate to your patron interest manager plans from the Marketplace home page.
On the left hand side of your screen, under must have books and discover, you'll find your plans under the new section patron interests manager.
As a reminder, the benefits of using this tool include:
Customizable plans for preorders,
Languages other than English,
Formats and other collection development preferences.
You'll see granularity on what your patrons are interested in and it's timely.
You can add what you want to carts. No merging carts or checking multiple carts at a time.