Librarians have the ability to:
Click on "Insights" and then "Checkouts."
Librarians, you may notice that if you run your activity reports by specific formats, you might not come up with numbers that sum up correctly when you run the report by all formats. For the best results, run your reports with all formats and sum up eBooks and audiobooks separately.
You will see that instead of giving you options to select a library, date, etc., a report loads by default. If you are using a shared login, you will see a report showing the results for a different library. Don't panic! Simply run a new report. Click on "Run New Report."
If you wish to see a breakdown of the formats checked out for the past month, select the following:
If you need to remove a library or other piece of data already populating the box, put your mouse over the information and click on the "x" that appears.
To make the drop-down list retract, click elsewhere in the box.
The report will show the number of each format checked out during that time period.
Tip: Change the Period Type from "Last" to "Specific."
You can also export the data to a spreadsheet by clicking the "Create worksheet" button.
If a library patron loses their library card and needs to be issued a new number, you'll need to follow the instructions below to make sure that the patrons currently checked out items, holds, and wish list items, etc. are imported to the new card number.
Merging Accounts (February 2016)
Note that these are inactive test numbers...
* The new card number must be added to the Library Card Manager before merging. Contact Bobbi for more information if you don't know if your library uses the Library Card Manager or not.
The User Login Manager functions in the same manner as the old LCM software. Librarians are able to:
The real news to the update is the ability for a librarian to add an expiration date to the patron number.
Please contact Bobbi to request an account for our OverDrive rep. Note that when you login, you will be prompted to confirm that you have the right to make changes.
If you are looking to edit the privileges of a specific user, use the "Search users" box.
Once you have found the user, you can update the user status as needed. Note that you *could* add a patron name. But why would you?
For libraries with short patron numbers, a PIN or password is often used. For those accounts, there is a field to change the password.
To add a single user, click on "Manage users" and then on "Add new user."
New users (and when editing existing users) can be assigned a user status and, most importantly, an expiration date (highly recommended).
It is possible to export your entire set of patrons and add in an expiration date to the file in a YYYYMMDD format. However, I recommend contacting me first before attempting it. (And I am always happy to assist.)
In the OverDrive Marketplace >> Support >> Authentication Support, it is possible for librarians to add or edit SIP authentication; however, it is highly recommended that librarians setting up SIP authentication contact Bobbi Lee Slossar for technical assistance before doing so.
Librarians should contact their ILS vendor and request the following information prior to submitting a support ticket:
IF YOU ARE CHANGING THE FORMAT OR LENGTH OF THE CARDS, YOU MUST CONTACT BOBBI PRIOR TO IMPLEMENTING SIP2!
If the library currently using SIP2 to authenticate users assigns different patron codes to non-taxpayer/non-resident patrons, you can submit an authentication support ticket in the OverDrive Marketplace and ask for a card rule change.
Always provide the tech with sample cards of various patrons codes as part of the process.
And, of course, this is only done when there is a change to your library card policy.
This project was made possible in part by the Institute of Museum and Library Services and the New Hampshire State Library.