In this video you'll learn how to manage your expired metered access content with the automatic weeding tool and a smart list
We understand at managing your expired metered access titles is important to both the library and your patron satisfaction
And right now we're at a time where many popular titles are beginning to expire
So we wanted to provide you with a brief refresher and offer you some tips on how to best manage these expiring titles in your collection
And this can be done in three simple steps
First you're going to sign into overdrive marketplace with your username and password
Second you can set up an automatic weeding plan
And third you can set up two smart lists
One for expired metered access titles by time and the other by checkout
So let's go ahead and walk through this process together
To start you will go to marketplace.overdrive.com and sign in
To do the steps we're discussing today you will need the library site admin permission as well as the weeding permission
To set up an automatic weeding plan
You're going to go to the admin drop down
And then select weeding
Weeding is a tool that you can use too hide titles across your overdrive platforms
So we are going to set up an automatic weeding plan to day to hide or weed titles that have been expired and that have no holds on it so none of your users are in line for that particular title
You will go ahead and create a new plan
If you already have a weeding plan in place you can go ahead and edit
So this one's pretty simple
to start under holdings do you want to weed all expired metered access titles we're going to say yes
Under collection development policies we can leave this blank
Thev under user demand you are going to only read titles with zero active holds so we only want to weed titles that nobody is waiting on
Once you're done you're gonna go ahead and save
And then confirm
And that's it marketplace will automatically send a weekly email of titles that are weeded using this automated weed plan so that you can remove them from any other catalogs or library records
So since we are only weeding titles with zero holds on them we have to make a plan for those titles that do have holds on them
And for that we're going to set up a smart list
Now to do this you can go to this shop drop down
and then choose automate carts
You're going to go down and select a smart list
So a smart list will allow you to manage the repurchasing of metered access content
So all of your in demand titles they are never going to expire from your digital collection
That means your patrons can continue to be on hold for them the book will be live they can continue to be checked out
So we are going to create to let's go ahead and start by creating the first one you're simply going to click that plus sign to create a new smartlist
Now under user demand and budget
We have an accompanying pdf that includes a lot of recommendations on what options to choose here
So i'm going to go through this fairly quickly and then we encourage you to refer back to that pdf to really look through what options we recommend at overdrive
But remember you are more than welcome to really personalize this toward your library's needs
Now what we're going to spend a little bit more time looking at is the smart list specifics
So you'll see this is for metered access management
To start do you want to include metered access titles we're going to say yes
do you want to only include metered access titles once again we are going to say yes
So i'm going to uncheck
The bottom option and this first list we're going to run is just gonna be for metered access titles
By time
Now the reason we can't do both of these at the same time is because the system is looking for titles that meet all of those criteria
So for that reason we have to create two
Under MA by time
It says you can include titles when the final copy in your collection is blank number of days or less from expiration
Today I'm going to choose one
Only include titles with linkt or more total checkouts
You can put in whaever number you prefer
Now only include titles with blank or more active holds you want to put in at least one here so it's going to catch all of those metered access titles that have at least one person waiting on them
Scrolling down
If a title is available in multiple lending models
You can add that to your cart for review
Same as if this title is available in multiple metered access lending models
Underneath general policies you can go ahead and keep these as is
Of course you can go ahead and personalize any of this information
And then when you get to the bottom you're going to see scheduling
Go ahead and keep the plan status as active and then you're going to create a name for the smartlist
We can go ahead and say expired
And on hold
By time
You can choose a date for this list to run for the first time
And the frequency
We recommend weekly
Then i can choose let's say next monday
Underneath this is going to create a cart for you so this plan is going to create a cart that will live on your carts page you can take the time to review that and determine what you would like to purchase
So i can simply go ahead and name this the same thing
And then youre welcome to input an internal purchase order id
At this time you can go ahead and save your plan
You're going to have a recap page here take a moment to review
And than confirm
And that's it
So we took the time to create our first smart list
Your second list can be named expired and on hold by checkout this time you'll go through the same process when you get to that metered access management
You'ree going to select MA by checkout
For help please download the accompanying pds to follow our step-by-step instructions and if you like a more in-depth overview of these tools please watch our related how to videos or you can reach out to your account manager or content specialist at overdrive
We encourage you to set aside some time today to manage those expired metered access titles