Best Practices
The Best Practices guidelines represent observations and lessons learned from the volunteers who help manage the consortium.
Training
If you are new to Overdrive Marketplace, a good place to begin is with Overdrive’s Marketplace training. IDL recommends that you focus on the specific training below.
| Recommended Overdrive Training | Introduction to Marketplace Marketplace overview |
| Lending Models | Lending models overview One Copy One User (OCOU) Metered Access (MA) |
| Shop & Purchase | Search for titles Refine & understand search results Create and edit carts Review and purchase carts |
| Weeding | Overview: Weeding titles |
| Holds & Metered Access Management | Manage holds (Note: Metered Access Manager is NOT recommended, please see “Problems with Purchasing Tools” below for details) |
| Automated Purchasing Tools | Patron Interests Manager |
IDL Tutorials
The following volunteer-created tutorials are centered around best practices that will help you prioritize your patrons’ needs, build a relevant collection, and contribute to a healthy consortium.
Weeding Plan Instructions
All IDL members are required to have automatic weeding in place. Please make sure that your settings are set to match those in the image below.
