V |© OverDrive, Inc | Page 1 Track circulation and make informed purchases using the Reports feature in Content Reserve. Contact: Welcome to Reports!

V |© OverDrive, Inc | Page 2 Objective In this presentation you will learn how to:  Use real-time reports to track site performance and collection statistics.  Use results to inform decisions related to purchasing and promotion. For each report, we'll review how to enter the criteria, and then take a look at the results.

V |© OverDrive, Inc | Page 3 1. Login to Content Reserve: 2. Click on the 'Login' tab. 3. Enter your Content Reserve 'Login ID' and 'Password'. This is the same Login ID / Password used to order titles. Getting Started

V |© OverDrive, Inc | Page 4 Reports Page Once logged in, click on the 'Reports' tab.

V |© OverDrive, Inc | Page 5 Tips for Reports 1. Share or print a report : Report results can be exported to an Excel spreadsheet. Click on 'Create Worksheet' from any results page. 2. Select multiple items: Control-click to select multiple items in a drop-down box. 3. Consortia members: Member libraries have the option to run many reports by library.

V |© OverDrive, Inc | Page 6 Reports: A Closer Look

V |© OverDrive, Inc | Page 7 Table of Contents  Purchase Order History. Purchase Order History  Maximum Access Orders. Maximum Access Orders  Download Standing Orders. Download Standing Orders  Download Standing Order Estimates. Download Standing Order Estimates  Activity Charts. Activity Charts  Purchased Title Report. Purchased Title Report  OverDrive Community Reserve Title Report. OverDrive Community Reserve Title Report  OverDrive Community Reserve Title Sharing Report. OverDrive Community Reserve Title Sharing Report  Turnover Rates Chart. Turnover Rates Chart  New Patron Registrations. New Patron Registrations  Title Statistics. Title Statistics  Patron Activity Chart. Patron Activity Chart  Current Waiting List. Current Waiting List  Waiting List History. Waiting List History  Search Checkouts. Search Checkouts  Digital Library Statistics. Digital Library Statistics  Website Traffic Report. Website Traffic Report  Patron Interest Report. Patron Interest Report  Page Request Report. Page Request Report

V |© OverDrive, Inc | Page 8 Purchase Order History

V |© OverDrive, Inc | Page 9 Purchase Order History 1. From the 'Reports' tab, select 'View Purchase Order History'. 2. All columns on the results table can be sorted. 3. Click an Order ID to view all titles in that order. Each title then links to its detail page. Purpose: View all purchase orders, including details.

V |© OverDrive, Inc | Page 10 Maximum Access Orders

V |© OverDrive, Inc | Page 11 Maximum Access Orders 1. From the 'Reports' tab, select 'View Maximum Access Orders'. 2. All columns on the results table can be sorted. 3. Click an Order ID to view all titles on that order. Each title on the order then links to its detail page. Purpose: View all Maximum Access orders, including details.

V |© OverDrive, Inc | Page 12 Download Standing Orders

V |© OverDrive, Inc | Page From the 'Reports' tab, select 'View Download Standing Orders'. 2. All columns on the results table can be sorted. 3. Click a plan to view that month's titles. Each title on the order then links to its 'Details' page. Download Standing Orders Purpose: View all download standing orders placed for your library

V |© OverDrive, Inc | Page 14 Download Standing Order Estimates

V |© OverDrive, Inc | Page From the 'Reports' tab, select 'View Download Standing Order Estimates'. 2. All columns on the results table can be sorted. 3. Click a plan to view that month's expected titles. Each title on the order then links to its 'Details' page. You can also edit your plan from this page. Purpose: View all download standing order plans, and associated titles that are not yet processed. Download Standing Order Estimates

V |© OverDrive, Inc | Page 16 Activity Charts

V |© OverDrive, Inc | Page 17 Activity Charts 1. From the 'Reports' tab, select 'View Activity Charts'. 2. Click the select box for 'Chart'. Then select which data to view.  View Checkouts by Day, Month, Publisher, Format, Title, Subject.  Consortia may also select 'Checkouts by Branch'. 3. Select 'Title Type':  Titles Owned.  Maximum Access.  Titles Owned + Maximum Access 4. Consortia: Select Branches to include. 5. Select Formats to include. 6. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 7. Select a Sort Order. Purpose: View checkout activity.

V |© OverDrive, Inc | Page 18 Activity Charts Circulation Activity by Month Example Chart = Checkouts by Month. Title Type = Maximum Access + Owned. Formats = All Formats. Details: Click on any date header to view all titles downloaded for that month. Analysis: The highest rate of checkouts to date occurred in March. Your Library Branches

V |© OverDrive, Inc | Page 19 Purchased Title Report

V |© OverDrive, Inc | Page 20 Purchased Title Report 1. From the 'Reports' tab, select 'View Purchased Title Report'. 2. Click the select box for 'Reports'. Then select which data to view.  Titles = All purchased titles.  Titles by Format = All purchased titles organized by format. 3. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 4. Select a Sort Order. Purpose: View all titles owned and number of checkouts for each.

V |© OverDrive, Inc | Page 21 Purchased Title Report Purchased Titles and Checkout Details Example Report = Titles. Filter results by: 1. Number of checkouts. 2. Format (Must run 'Titles by Format').

V |© OverDrive, Inc | Page 22 OverDrive Community Reserve Title Report

V |© OverDrive, Inc | Page From the 'Reports' tab, select 'View OverDrive Community Reserve Title Report'. 2. This will display Community Reserve titles currently included in your library / consortium's inventory. Purpose: View details about OverDrive Community Reserve titles that have been accepted into your collection OverDrive Community Reserve - Title Report

V |© OverDrive, Inc | Page 24 OverDrive Community Reserve Title Sharing Report

V |© OverDrive, Inc | Page Select 'View OverDrive Community Reserve Title Sharing Report'. 2. This will display Community Reserve titles currently included in your library / consortium's inventory and how many libraries have selected the titles. 3. Click on a title to display which libraries have selected that title. Purpose: View OverDrive Community Reserve titles from your local collection and which libraries have accepted them. OverDrive Community Reserve - Title Sharing Report

V |© OverDrive, Inc | Page 26 Turnover Rate Chart

V |© OverDrive, Inc | Page 27 Turnover Rate Chart 1. From the 'Reports' tab, select 'View Turnover Rate Charts'. 2. Click the select box for 'Chart'. Then select which data to view.  Turnover Rates By Publisher.  Turnover Rates By Format.  Turnover Rates By Title.  Turnover Rates By Subject. 3. Consortia: Select which branches to include. 4. Select Formats to include. 5. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 6. Select a Sort Order. Purpose: View turnover rates for your content.

V |© OverDrive, Inc | Page 28 Turnover Rate Chart Turnover Rates by Format Example Chart = Turnover Rates By Format. Formats = All Formats. Your Library Branches Higher percentages indicate a faster turnover rate.

V |© OverDrive, Inc | Page 29 New Patron Registrations

V |© OverDrive, Inc | Page 30 New Patron Registrations 1. From the 'Reports' tab, select 'View New Patron Registrations'. 2. Click the select box for 'Chart'. Then select which data to view.  View New Patrons by Day or Month. 3. Consortia: Select which branches to include. 4. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 5. Select a Sort Order. Purpose: Track number of patrons new to your service. View by the date each first logged into your OverDrive Digital Library.

V |© OverDrive, Inc | Page 31 New Patron Registrations New Patrons By Day Example Chart = New Patrons By Day. 14 new patrons logged in on 2/1/2007 and 2/12/2007. Your Library Branches

V |© OverDrive, Inc | Page 32 New Patron Registrations New Patrons By Month Example Chart = New Patrons By Month. Best Practice: Boost promotion when numbers of new patrons begin to decline. Press releases. Events. Give-aways. Print materials. Web graphics. Training. Your Library Branches

V |© OverDrive, Inc | Page 33 Title Statistics

V |© OverDrive, Inc | Page 34 Title Statistics 1. From the 'Reports' tab, select 'View Title Statistics'. 2. Click the select box for 'Chart'. Then select which data to view.  View Checkouts by Title, Format, or Subject.  View Waiting List by Title, Format, or Subject. 3. Enter 'Number of results' desired. For example, enter '10' to view the top ten circulating titles. 4. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. Purpose: View statistics for top checkouts and waitlisted titles, formats, and subjects.

V |© OverDrive, Inc | Page 35 Title Statistics Top Checkouts by Subject Example Chart = Checkouts by Subject. Number of results = 100. Analysis: Top five subject areas for this library include Fiction, Romance, Nonfiction, Mystery, and Suspense.

V |© OverDrive, Inc | Page 36 Title Statistics Waiting List by Subject Example Chart = Waiting List by Subject. Number of results = 100. Analysis: Top waitlisted subject areas for this library include Fiction, Romance, Nonfiction, Mystery, Suspense, and Historical Fiction. Best practices: 1. Purchase additional titles in popular subject areas. 2. Boost promotion for less popular subject areas.

V |© OverDrive, Inc | Page 37 Patron Activity Chart

V |© OverDrive, Inc | Page 38 Patron Activity Chart 1. From the 'Reports' tab, select 'View Patron Activity Charts'. 2. Click the select box for 'Chart'. Then select which data to view.  View Checkouts by Day or Month.  View Waiting List by Title, Format, or Subject. 3. Consortia: Select which branches to include. 4. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 5. Select a Sort Order. Purpose: View patron download and borrowing activity.

V |© OverDrive, Inc | Page 39 Patron Activity Chart Checkouts by Month Example Chart = Checkouts by Month. Analysis: These results display the number of unique (or individual) patrons downloading titles each month over a six month period.

V |© OverDrive, Inc | Page 40 Current Waiting List

V |© OverDrive, Inc | Page 41 Current Waiting List 1. From the 'Reports' tab, select 'View Current Waiting List'. 2. Consortia: Select which branches to include. 3. Select a Sort Order. Purpose: View titles currently on your patrons' waiting lists. Your Library Branches

V |© OverDrive, Inc | Page 42 Current Waiting List Analysis: This chart is sorted on 'Holds' so that titles with the most holds appear at the top. 1. With 10 holds on a title and a 21 day lending period patrons could be waiting 7 months for a hold. 2. Consider purchasing additional copies of these titles. 3. You may also want to run 'View Waiting List History'. Example Current Waiting List. Your Library Branches

V |© OverDrive, Inc | Page 43 Waiting List History

V |© OverDrive, Inc | Page 44 Waiting List History 1. From the 'Reports' tab, select 'View Waiting List History'. 2. Click the select box for 'Chart'. Then select which data to view.  View Waiting List by Day, Month, Publisher, Format, Title, or Subject.  Consortia may also select 'View Waiting List by Branch'. 3. Consortia: Select branches to include. 4. Select Formats to include. 5. Select a Start Date and End Date. Use the Calendar to select, or enter a date in m/d/yyyy format. 6. Select a Sort Order. Purpose: View titles that have been on your patrons' waiting lists during a specific time period.

V |© OverDrive, Inc | Page 45 Waiting List History Waiting List By Title Analysis: This chart is sorted on the 'Holds' column so that the titles with the most holds over time appear at the top. Best Practice: Consider purchasing additional copies of waitlisted titles which are popular over a period of months. Example Chart = Waiting List by Title. Formats = All Formats. Your Library Branches

V |© OverDrive, Inc | Page 46 Search Checkouts

V |© OverDrive, Inc | Page 47 Search Checkouts 1. From the 'Reports' tab, select 'Search Checkouts'. 2. Enter information to search on:  Library Card Number.  Title.  Checkout ID. Purpose: Search and view active patron checkouts by library card number, title, or checkout ID.

V |© OverDrive, Inc | Page 48 Search Checkouts Search by Library Card Example Chart = Search by Library Card Number (NO SPACES). This chart from 'Search Checkouts' shows all titles currently checked out to a particular library card. Click 'View' to open a detail page for any record.

V |© OverDrive, Inc | Page 49 Search Checkouts 'How to reactivate a download link'

V |© OverDrive, Inc | Page 50 Reactivate a Download A borrower might report:  A missing download button.  A download error. Why does this happen?  Adobe eBooks: A license can be downloaded one time during a single lending period.  OverDrive Video: A license can be downloaded two times during a single lending period.  OverDrive Audio Titles: A license can be downloaded three times during a single lending period. A license for a checked out title is downloaded when a borrower clicks the download button.

V |© OverDrive, Inc | Page 51 Reactivate a Download Use Content Reserve to reactivate a download: 1. You will need the borrower's library card number and title. 2. Login to Content Reserve: Reports Tab > Search Checkouts. 3. Enter the library card number. The 'Checkout Details' page appears. 4. Click 'View' next to the title you wish to reactivate. 5. Under 'Reactivate Checkout', enter a reason (required for Adobe eBooks). 6. Click 'Reactivate'. 7. The title can now be downloaded.

V |© OverDrive, Inc | Page 52 Digital Library Statistics

V |© OverDrive, Inc | Page 53 Digital Library Statistics 1. From the 'Reports' tab, select 'View Digital Library Statistics'. 2. The report is automatically generated. 3. Date Range: The default date range is 'From inception to now'. To select a new date range click 'Select a date range'. Purpose: View a profile of your collection including number of titles, checkouts, holds, patrons, and subscriptions.

V |© OverDrive, Inc | Page 54 Website Traffic Report

V |© OverDrive, Inc | Page 55 Website Traffic Report 1. From the 'Reports' tab, select 'View Traffic Reports'. 2. Select or enter a date range within the last 3 months. Purpose: View total number page requests, patron sessions, and top 50 referral sites for the past 3 calendar months.

V |© OverDrive, Inc | Page 56 Website Traffic Report Information includes:  Summary.  Page Request Breakdown: Number of page requests per day.  Patron Session Breakdown: Number of patron sessions per day.  Patron Referral Breakdown: Top 50 sites which refer patrons to your site. Example Website Traffic Report. Best Practice: Add a web icon to your main library sites to drive patron traffic to your OverDrive Digital Library. Track results under 'Patron Referral Breakdown'.

V |© OverDrive, Inc | Page 57 Patron Interest Report

V |© OverDrive, Inc | Page 58 Patron Interest Report 1. From the 'Reports' tab, select 'View Patron Interest Reports'. 2. Select or enter a date range within the last 3 months. Purpose: View a list of the most frequently viewed titles for the past 3 calendar months.

V |© OverDrive, Inc | Page 59 Patron Interest Report Information includes:  Summary: Total detail pages viewed.  Breakdown (top 50 titles): Titles where the detail page is most frequently viewed. Example Patron Interest Report. The 'Breakdown' includes titles where the detail page is most frequently viewed. These may be different from the most circulated titles.

V |© OverDrive, Inc | Page 60 Page Request Report

V |© OverDrive, Inc | Page 61 Page Requests Report 1. From the 'Reports' tab, select 'View Page Request Reports'. 2. Select or enter a date range within the last 3 months. Purpose: View a list of the most frequently viewed pages for the past 3 calendar months.

V |© OverDrive, Inc | Page 62 Page Requests Report Information includes: 1. Summary: Total page requests. 2. Breakdown: Pages most frequently viewed. Example Website Page Requests Report.