v.11012009 | © OverDrive, Inc. 2009 | Page 1

Real-Time Reports

In this training, we'll showcase reports which will best track circulation, new users, site traffic, and popular titles. Your team can then use these online reports to gauge how your OverDrive Download Service is doing, and track a path to future success.

Contact: training@overdrive.com.

v.11012009 | © OverDrive, Inc. 2009 | Page 2

Agenda

1. Introduction to Real-Time Reports.

2. Goal Setting. Selection Team

Build a Strong Collection. Marketing

Reach New Users. Administration

Size-Up Success.

3. Evaluate using Reports. Selection Team

Evaluate your Digital Collection. Marketing

Evaluate Promotions. Administration

Evaluate Overall Success.

4. Demonstration.

5. Next Steps.

v.11012009 | © OverDrive, Inc. 2009 | Page 3

Introduction to Real-Time Reports

v.11012009 | © OverDrive, Inc. 2009 | Page 4

Getting Started

Go to Content Reserve: www.contentreserve.com. Click on the 'Login' tab. Enter your Content Reserve 'Login ID' and 'Password'.

This is the same Login ID / Password used to order titles.

Need a login for Content Reserve?

Contact the coordinator at your library / consortium for OverDrive download services.

v.11012009 | © OverDrive, Inc. 2009 | Page 5

Tips

Share or print a report: Results can be exported to an Excel spreadsheet. Click on 'Create Worksheet' from the results page.

Select multiple items: Control-click to select multiple items in a drop-down.

Consortia members: Member libraries have the option to run reports by library.

v.11012009 | © OverDrive, Inc. 2009 | Page 6

Big Picture: Evolution of a Successful Virtual Branch

Track Performance

Selection Team

Build a Strong Collection.

Marketing Team

Reach New Users.

Administrative Team

Size-Up Success.

Library Goals

Activity Charts

Turnover Rate Charts

New Patron Registration

Current Waiting List

Digital Library Statistics

Traffic Reports

Sample Reports:

Evaluate Goals

Your OverDrive

Virtual Branch

v.11012009 | © OverDrive, Inc. 2009 | Page 7

Recommended Review Schedule

Minimum Recommended Review Schedule: Monthly Quarterly Annual Event

Compare to previous time frames and set new targets.

Virtual Branch Monthly Review

Review success of MP3 Raffle

v.11012009 | © OverDrive, Inc. 2009 | Page 8

Goal Setting

v.11012009 | © OverDrive, Inc. 2009 | Page 9

Selection Team. Goal: Build a Strong Collection

Selectors will use reports to help identify popular titles, subject areas, and formats.

Selectors can also encourage activity from existing users by keeping your OverDrive download collection fresh. New titles. New formats. Additional copies of popular titles

to shorten the hold period.

Action Item: Check your Patron Activity Chart and set realistic goals.

v.11012009 | © OverDrive, Inc. 2009 | Page 10

Marketing Team. Goal: Reach New Users.

You'll use reports to track new users and site usage.

A significant majority of your community is unaware of your OverDrive Download Service.

Determine your library's ideal percentage growth and strive to increase your numbers month over month.

Promotional events:

1. Check numbers before, during, and after an event.

2. Set goals for the next time you try the same campaign.

There are always more users to reach!

Action Item: Need promotional ideas? Contact partnerservices@overdrive.com.

v.11012009 | © OverDrive, Inc. 2009 | Page 11

Administrative Team. Goal: Size-up Success.

The Administrative Team uses reports to track overall success.

What are your targets for overall growth in the areas of collection and circulation?

Compare your current statistics to statistics from last year / last quarter. 1. Have your numbers increased

as expected?

Consortia members - Compare library to library statistics. 1. How does your library compare

to libraries of a similar size?

Action Item: Contact training@overdrive.com for help with reports.

v.11012009 | © OverDrive, Inc. 2009 | Page 12

Selection TeamEvaluate your Download Collection

v.11012009 | © OverDrive, Inc. 2009 | Page 13

Evaluate your Download Collection

Activity Charts

See what content is already popular and make informed purchasing decisions.

Turnover Rate Charts

Are you meeting user demand for subjects, formats, and publishers?

Compare circulation activity to turnover rate statistics.

v.11012009 | © OverDrive, Inc. 2009 | Page 14

Evaluate your Download Collection

Current Waiting List & Waiting List History

Track your most requested titles and keep users satisfied.

Compare the current waiting list to waiting list history to see if a title has been 'in demand' over time.

v.11012009 | © OverDrive, Inc. 2009 | Page 15

MarketingEvaluate Promotions

v.11012009 | © OverDrive, Inc. 2009 | Page 16

Evaluate Promotions

New Patron Registrations

1. Keep track of new user registrations for your Virtual Branch.

More users = more checkouts.

2. Note: A 'registration' is counted the first time a user signs in to your Virtual Branch website.

Patron Activity Charts

3. View the number of different users that checked out titles by date or branch.

What causes increases or decreases month to month?

Use both of these reports after promotional campaigns to compare percentage increases.

v.11012009 | © OverDrive, Inc. 2009 | Page 17

Evaluate Promotions

Traffic Reports: Evaluate promotional efforts.

Track Page Requests and Patron Session numbers monthly.

See what URLs are directing users to your Virtual Branch.

Examples of URLs you should find here include your library's home page and online catalog.

Example OPAC Icon

Example Web Page Logo

v.11012009 | © OverDrive, Inc. 2009 | Page 18

AdministrationEvaluate Overall Success

v.11012009 | © OverDrive, Inc. 2009 | Page 19

Evaluate Overall Success

Activity Charts Evaluate circulation progress

and compare to goals. Where do you see positive

growth, plateaus, or negative growth?

What happened during those times?

New Patron Registrations Evaluate outreach progress

and compare to goals.

In what ways do new patron registration trends mirroryour activity trends?

v.11012009 | © OverDrive, Inc. 2009 | Page 20

Evaluate Overall Success

Digital Library Statistics

View a snapshot of statistics for your Virtual Branch:

1. Titles and copies.

2. Checkouts.

3. Holds.

4. Users.

Each section includes total numbers as well as a break down by format.

A great summary for a quick evaluation or an annual report.

v.11012009 | © OverDrive, Inc. 2009 | Page 21

Try this…

Login to Content Reserve and view the reports we discussed today for your library.

1. Suggestion: Set the time frame for one year ago to the current date to evaluate your growth.

Schedule calendar reminders to review the reports monthly.

Work with your team (collection, marketing, or administrative) to set goals, and coordinate review of reports.

v.11012009 | © OverDrive, Inc. 2009 | Page 22

Digital Library Blog

Bright Ideas for your Virtual Branch!

Share promotional ideas with other OverDrive libraries.

Blog with your Partner Services Representative.

Post a comment or link to an article, video, or photo.

Tell us what's going on in your neck of the woods!

Visit us today:

http://blogs.overdrive.com/library

v.11012009 | © OverDrive, Inc. 2009 | Page 23

Next Steps

Watch for our follow-up email.

Check out OverDrive's Training Resources.

Need help? Email us: support@libraryreserve.com.