Hello everyone, thank you so much for joining us for today's thirty minutes session, Marketplace Essentials: The Shopping and Admin Portal, we're so glad to be here today with all of you
My name is Lisa, I'm a member of the Training Team here as a Product Trainer and I am joined today by my wonderful colleague
Courtney who will be behind the scenes addressing any questions that come through using that Q&A feature
Here's a brief overview of what we're going to cover during today's session
We will cover the basics of Marketplace
Next, we will talk about
What's unique about digital content, we'll provide a demonstration of the shopping and purchasing process in OverDrive Marketplace
After our demonstration
We're going to explore some additional Marketplace tools like assigning and curating
And before we wrap up, we'll share some recommended resources and some next steps
That you can take to help you get more comfortable with Marketplace
Before we begin, I would love to start off today with a quick check poll, so I'm going to bring that up right now
Here we go, right
One simple question, have you signed into Marketplace, yes, no, or I'm not sure
No right answer, this is helping to judge the audience for our demonstration in a few minutes here
Alright, thank you for answering
We're gonna let it go for about five seconds, four
Three
Two and
One
So it looks like the majority of us have at least signed in to Marketplace, some of us haven't gotten a chance to sign in yet
Whether you have or not, you are in a great place to get started
Speaking of
We're gonna start with the basics of what is Marketplace
OverDrive Marketplace is the backend shopping and administrative portal for staff
So with Marketplace, you can browse the industry's most comprehensive catalogue and purchase from millions of digital titles, across multiple lending models
You can get news and updates to stay in the know
You can view insights to measure the success of your digital collection, with real time reports and dashboards
And you can get support
So now we know what Marketplace is
Why is it relevant and important to you
So as you know
Students and staff access your digital library in Sora, The Student Reading App
Marketplace
Is the backend site where you manage your digital library behind the scenes, so while students and staff
Have access to all of the same great features
Within Sora
OverDrive Marketplace can only be accessed by those educators or school staff
Who have been set up with a Marketplace account
I like to think about Marketplace as the control board of Sora, because it's where you can manage which books are available to which students, how they appear
And how students can access them
It's also where you can gain insight
About how your students are using and interacting with your digital library
Now, today we will introduce just a few of the many things you can do with Marketplace, like shopping for digital content, assigning titles to students, creating curated collections and viewing reports and dashboards
So as I mentioned, with Marketplace, you can manage your digital collection
At OverDrive
We use the term shared collection to refer to your school or district's main
Collection of digital titles
For example, if your district has a digital collection
All the individual schools within that district will share access to those titles
There's also a way for individual schools to offer specialized content that's just for their students, this is used to reduce weight times for popular titles and more and this is called an advantage account
Now with advantage, schools who are part of a shared collection can purchase additional titles or additional copies
Just for their own students
These copies can only be borrowed or placed on hold by students at that advantage school
And they appear for them automatically in Sora
Other schools in the shared collection do not have access to that additional content
We encourage you to contact your OverDrive Account Manager on your Sora team with any questions that you like have about your digital collection and if you're new or you're not sure who your Account Manager is, please do let us know in that Q&A and we'll always be happy to connect you
Once your Marketplace account has been set up
Overdrive will send you a Marketplace welcome email that you see here with your username
And a link to activate your account
So keep in mind that your
Login information for Marketplace
Is different, it's separate than the school credentials that you use to sign into Sora
But once you receive that welcome email, you'll visit marketplace.overdrive.com, you'll sign into your account with your username and password
Quick tip for those advantage accounts
For most users your Marketplace username is going to contain dot lib
When you're signing into an advantage account, your username will contain dot
Adv
This is helpful visual que, especially for users who might have access to both the shared collection, as well as their advantage account
User permissions
These determine what you can do when you're signed into your Marketplace account
The permissions are totally customizable, which really ensures that each Marketplace user has access to those Marketplace tools that they need
Or
Schools can even create what's known as educator users
If they like for teachers or staff to have access to more school centric Marketplace features without having the ability to purchase titles
In some cases
Educators will sign into Marketplace
With their email address instead of a unique user name and that is for those educator users
Again, reach out to your main Sora or OverDrive contact at your school or you can always reach out to your OverDrive Account Manager
To request access for Marketplace or to help with adjusting permissions and again if you're not sure who that person is, let us know in the Q&A, Courtney will be happy to connect you after today's session
Next up
Lets talk about digital content, we'll talk about what's unique about digital titles and how shopping and purchasing work in OverDrive Marketplace
So with Marketplace, you can purchase additional titles to meet the needs of your school community
Marketplace has a robust catalog of ebooks, audiobooks, read alongs, comics and graphic novels, and more
Digital content can be purchased to support student's independent reading or curricular initiatives
And once purchased
Students can then access these titles in your digital collection using Sora
And in just a few minutes, we will walk through the process of shopping
And purchasing in Marketplace
But before we do, let's talk about how digital content works
With your print books
Titles are one in one out, you can typically plan on one copy per student
And print books are typically purchased and owned in perpetuity
With
Digital content, the terms of access are determined by publisher defined lending models
In many cases, digital books can only be accessed by one student at a time
Some digital titles are offered in a simultaneous access model, meaning that multiple students can borrow them at the same time
Depending upon the library or, excuse me, depending upon the lending model purchased
Some digital titles are going to expire from your digital collection after a predetermined period
In most schools, owned physical books have that risk of being damaged, lost, or stole, these risks do not apply to your digital titles
Finally digital titles in Sora offer really unique benefits through elements like
Customizable reading and listening settings, as well as built-in Sora learning tools like annotations, definitions, and more
As you can see
Print and digital books do share similarities
But there can be differences when it comes to those customization options
Terms of access for digital content are called lending models
A titles lending model
It indicates how many users can borrow a title at the same time
And if or when it expires from your digital collection
Publishers are
The ones who determine
Which titles are offered in which lending models
When you sign into Marketplace and search the catalog, you'll be able to browse and purchase across five different lending models
There are currently five
Different lending models that are available for you to shop in Marketplace
We have one copy one user
Metered access, simultaneous use
Cost per Circ and class sets
You don't need to be an expert on lending models to begin browsing and searching the catalog
As you get more comfortable with Marketplace
It can be helpful to know that the different lending models are available for you to search and purchase
This chart, that you see here, can really help you learn more about the different options
A copy of this chart will be available in the PDF that you will receive tomorrow
By default
When you sign into Marketplace, you'll be shopping in the one copy one user and metered access lending model
And I'm going to be showing you how this works in just a moment during our live demonstration
Speaking of, I'm going to share my screen now, we're gonna hop into a live demo Marketplace
I want you to keep in mind that I'm gonna be signed in with the highest level of permissions
Which simply means, it's possible that you might see some tools or some tabs that don't appear in your account
And that's okay
I'm also going to turn off my video for this portion, as I do have a Marketplace environment set up on a separate monitor
Don't want to be rude and look a way from you the whole time
I'm going to stop that, and we will hop into Marketplace
There we go
Okay
I'd like to begin first with some basic navigation, that way we are familiar with how to get around in Marketplace
We will begin here at this top
Dark blue bar
First off, we will start with this OverDrive Marketplace logo, this is like you reset button, so any time you're in Marketplace and you just want to start fresh
Tap on that logo and
It will take you right back to this home page
Moving along this dark blue bar
We see our quick search bar, which we will look more at in a moment, but you see that visual there that we're searching in that one copy one user and metered access
Over here, moving over I see my name and the name of my shared collection
If I was in an advantage account, I would also see the name of my advantage school
Tap to open the settings drop down menu
I can see some information, again this might vary depending upon your permissions, what you see here, I can find my balance
As well as adjust my settings
And I can always choose to sign out from here as well
And we got that basic navigation out of the way
As we begin our shopping experience today, I want a set this scene
With a
Scenario
Let's say
A school librarian, something that they might encounter when using OverDrive Marketplace
We want you to picture this
A fourth grade teacher
Has asked for your help with purchasing titles
For a unit on ocean exploration
So your task
Is to login to OverDrive Marketplace
Find titles
Create and purchase a cart
Containing titles for that unit on ocean expiration
So the
Demonstration today is gonna focus on the shopping experience, so
Let's take what we know
Now we do have this shop
Drop down, I want to open this very quickly to show you that this is where I have the ability to shop for other lending models
But we're gonna stay here and use our quick search with our default and I am going to search
For
Ocean animals
Tap Enter
Okie dokie, almost done
This is populating a lot of results, that explains why it just took a moment there
Now
Couple of different areas I want us to look at
Right at this result's page
First
I'll draw your eye to this top bar here
I can
Search, or excuse me, I can sort
My results
In different ways
And on the left
I can apply filters to my collection, so I can really narrow down and get exactly what I'm looking for
So
Perhaps this fourth grade teacher
Is looking for
Audio books
About ocean animals
For this
Purpose, I'm gonna say we want them to be nonfiction, I'll
Choose juvenile nonfiction today and let's see, you'll see my results at
The bottom there dynamically adapting
They're adjusting
It's taking a second, okay there we go, seventy results, we're good with that
I'm going to tap apply to see what happens
See what comes up
So here I see my results
I be interested to discover
How that relates to ocean animals, that would be interesting
But I have my results page here and I can see right away
That
I own
This copy
This title in my digital collection some where
This so happens to be owned by the shared collection, and
You know what, I bet it was because of the keyword animals, that's why it was there
It was really throwing me off, so this would be where you could filter even more and get more granular or I'm simply going to
Move on past that title, I'm glad it popped up though, we could see those
Ownership statistics letting me know right away that in fact we do have a copy of this in our digital collection
This one looks interesting to add to my cart
What I'm going to do here is
Add to a new cart, I want to start a new cart for this one, click there
I want to give it a name
I would give it a new name and
I add my initals at the end just as a
Reminder for which carts I've created
And for the description, I might even
I might say what teacher this is for or that they requested
Audiobooks only
I'll say audiobooks only
I'll pin this as my main cart
You'll see what that does here
There's the success tout
And I see right here, there's my
Pinned cart, so I'm going to continue scrolling down the page
See what else I would like to add
Sea Otter Heros
Okay I can see here that I have to choose one of my lending models and go with this one, it's on sale, it's owned in perpetuity, because it's one copy one user
I'm going to add it to my cart
I can keep moving along and you'll see that my cart is following along with me, maybe I want this one, and this one
Chosen those lending models
You'll see that I can add
You know
Individually
I could, let me scroll back up to the top here
I can also have the option to select the entire page
And say, add to my main cart
I could select those
All seventy titles, those are different options for me but
We got our cart ready to go right now, so what we're gonna do, is we're ready to
Purchase
Before I purchase, I want to review
And I'm gonna tap on this
Orange carts button here
Just to show
You see my pinned cart is right at the top for me
You see I can also see other carts that were created
In this digital collection, and then it's just simply why I like to put my initials at the end here, so I can quickly see
That it was me
Let's take a look at this cart, now when we hit purchase, I want you to see
I have not actually
Proceeded to purchase yet
So it's going to take me to my cart details page, where I can review what is in there
So I have a lot of yellow
That's letting me now
I need to make a choice
Typically it's because the book is offered in more than one lending model
I'm going to tap on select, the great thing is
All of the titles that I need to make a choice on
Show up
For me
I can do it all at once
Tap apply
Okay there we go
This is also my opportunity to do things like
Okay, I don't
Feel like wind energy or wolves
Maybe I don't want to include those in my cart here, so I can delete titles as I want, so I can really make this cart how I want it to be before I'm ready to purchase it
Let's say we're done, we're ready, I can create a quote
If I need to
I can tap on that green purchase cart button
And there we go, once again I have not actually completed my purchase, it's very difficult to accidentlly purchase something in Marketplace
Here in this lovely reddish pink color
Letting me know that I have a title that is a pre-order title, you can see here
That I'm not paying for that title, I'll be paying for it when it
Is, um
Available
I have terms and conditions that I need to read
And accept
Before
That purchase button becomes active
If have a purchase order, I'd put that in there
If I want to add a 852
Value
For my MARC records, I could add it here
I can choose yes or no to apply content credit to my order
If have contact credit on file, great idea to use content credit
And then I would complete my purchase
Where I would receive a
Digital receipt
Not going to actually complete this purchase today
As I don't want to accidentally charge five hundred dollars to our account
Without permission
That was a very brief walk-through of
Shopping for titles when
I have an idea, I knew what I was looking for, right I know I wanted titles about ocean animals, and I knew that I wanted them to be audiobooks because that's what the teacher asked for
I would love to point out
This featured tab here on this light blue navigation bar
This is a great place to find recommendations
From our different librarians at OverDrive
I can see recommended lists, including reviewed titles
That can even check out more lists, I bet I would find one that's been put together already for me
About ocean animals
Okay, and we have two minutes left oh my goodness, it is very easy to get carried away in Marketplace, I'm going to bring us back
Into our presentation
And we are going to wrap this up and you apologize if we go a couple of minutes over, if you need to hop off
I very much understand, you'll be getting the recording of this, as well as pdf tomorrow
Okay, so let's talk about what's next, it's not just shopping and purchasing
You can assign titles, so you can assign titles that are owned by your school to an individual or to groups of students
They appear automatically for the students on the home tab in Sora
Curation, so think about your physical library, maybe you've got a book display that people see when they walk in, with Marketplace you can curate digital collections
To guide students discovery
They're displayed on the explore tab in Sora
You can also reserve and bundle content to offer exclusive access to digital titles for specific students
They do this by claiming bundles Marketplace
The students
Enter a secret code that you give them, to unlock that bundle in Sora
Kind of like a virtual book-bin
Would be a good way to think about it
And finaly
Get a pulse on your Sora usage with data and insights that are available in Marketplace
One of our favorite ways
To show how students are interacting with a digital collection
Is the Sora activity page, you can filter it, you can see data that's just for your school, branch, time-frame
You can hover over the graphs and get different information
Marketplace reports really helps you to learn more about how students are using and interacting with your digital collection
Celebrate your students success
Keep up with user demand and more
So before I wrap up here, let's just quickly review some resources and some next steps for your Marketplace journey, be sure to check out the support tab
To access your account team's
Contact information from the support tab, you can reach out at anytime with questions or requests, I'm sorry, here comes my cat Brutus
He's very interested in this
You can also find links, I apologizes
To additional help resources, like training
And some Marketplace users will have access to end user support tools, and again has just going to be depending upon your user permissions
One of our favorite Marketplace resources is Marketplace Help
You can navigate to the help site by visiting that URL you see on the screen or you can click on the Get Help button when you're signed into Marketplace
I know that when I'm using Marketplace, I almost always have Marketplace Help open in another tab, you know, the site continues
Detailed
Help articles that really help you walk through Marketplace tools and features
Browse by topic, search by keyword, help you find relevant articles
It's really gonna become your go to for quick questions or to reference how to do something when you're signed into Marketplace
I encourage you to check that out, support tab
And Marketplace Help, whether your brand new to Marketplace, or you've been using it for years
Marketplace help is a really fantastic support and reference tool
The OverDrive Resource Center
Free resources to support you and your entire school community
You can find promotional materials
Make sure that students know about all that great content that's available in your digital library and how to act as it in Sora, the resource center also contains recommended lists of titles to help you build your collection in Marketplace, there's training materials, like how-to videos and self paced modules that really help you use and take advantage of the Marketplace tools
I encourage you to check back often because there's always something new to discover
Okay
Some next steps for success
Once your account been set up, if it has not yet
You'll visit marketplace.ovedrive.com and log in, bookmark that site for easy access
And once you've signed in
Explore Marketplace, browse and search for titles, create a cart, remember you're going to receive a recording of today's session, in case there's anything you like to reference or share with a colleague
And then finally find those resources that work for you
Visit the support tab to find her account team's contact information, visit Marketplace Help for step-by-step directions, or check out the resource center and you know the training team has created lots of training
Training videos and self-paced learning modules for you, so everyone is sure to find something that works for them
With that, I apologize for the extra four minutes, but thank you for joining us for Marketplace Essentials: the Shopping and Admin Portal, I hope you found this session to be beneficial
And I'd love to hear what you thought about today's webinar, so our post webinar survey is gonna take just a minute or two to complete
You can follow a link, that Courtney put in the chat for us
As a reminder, you're gonna receive an email, it will come from Zoom tomorrow about this same time
You'll have a link to today's recorded session, a pdf of the presentation
As well as a link to the survey, if you don't have time to get to it today
Here in a week's time
You receive an optional self assessment to check your understanding and reflect on your learning
This does conclude our presentation for today, but we'll stay logged into the webinar for just a few more moments, to make sure we answer any final questions that you may have, remember to put those in the q and a
Thank you again for joining us today for Marketplace Essentials and happy reading everyone