Patron Assistance: Become an OverDrive Download Library Specialist

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V.03012009 OverDrive, Inc. 2009 Page 1 Patron Assistance: Become an OverDrive Download Library Specialist We'll help take your understanding of OverDrive download media to the next level so you can share your knowledge through support and training. We'll review frequently asked questions, support tips, and online help resources. Contact: training@overdrive.com.

V.03012009 OverDrive, Inc. 2009 Page 2 Key Points 1. The OverDrive Specialist What is an OverDrive Specialist? 'Super User' Checklist. Teacher / Trainer Toolkit. Outreach Philosophy. 2. Basic Patron Support Resources Patron questions with simple answers. Online help resources. 3. Technical Support Questions 4. Build a Virtual Branch Community Training. Knowledge Sharing. Outreach.

Part 1: The OverDrive Specialist V.03012009 OverDrive, Inc. 2009 Page 3

V.03012009 OverDrive, Inc. 2009 Page 4 What is an OverDrive Specialist? 1. A 'Super User' Comprehensive knowledge of your OverDrive Download Service. 2. A Teacher / Trainer Can explain and demonstrate how to browse, check out, download, and enjoy various media formats from your library's Virtual Branch website. 3. A Cheerleader Show your enthusiasm for the service, and encourage others to try it.

V.03012009 OverDrive, Inc. 2009 Page 5 'Super User' Checklist Action Item: Practice so you are comfortable with each item. Formats OverDrive WMA Audiobooks OverDrive MP3 Audiobooks OverDrive Music OverDrive Video Adobe ebooks Mobipocket ebooks Browse, Check Out, Download Place a Hold / Retrieve a Hold Transfer / Burn Portable Devices Support Resources

V.03012009 OverDrive, Inc. 2009 Page 6 Teacher / Trainer Toolkit Action Item: Create your own OverDrive Specialist Toolkit. 1. Computer / laptop Free reader software installed Custom presentation 2. Portable device(s) Required 3. OverDrive Download Station Optional 4. Participant Certificates Bonus!

V.03012009 OverDrive, Inc. 2009 Page 7 Outreach Philosophy Remember these key points 1. Keep it simple. Easy to understand language. 2. Engage person to person. Hands-on is best. 3. Be enthusiastic. Encourage! 4. You don't have to know everything. That's what OverDrive Support is for: support@libraryreserve.com.

Part 2: Basic Patron Support Resources V.03012009 OverDrive, Inc. 2009 Page 8

V.03012009 OverDrive, Inc. 2009 Page 9 Patron questions with simple answers Q: I heard I can download audiobooks and more from the library. A: Yes, with your library card you can visit our Virtual Branch website, and download [ebooks, Audiobooks, Music, and Video]. Q: What is OverDrive? A: OverDrive works with us to provide our Virtual Branch website and titles for download. Q: How can I find the Virtual Branch website? A: Look for a link on our library's home page. You may also go directly to our Virtual Branch website: [provide URL]. Offer the patron a promotional item. Note: For libraries who purchase MARC records for OverDrive titles: Patrons may also browse for downloadable titles in your library's online catalog.

V.03012009 OverDrive, Inc. 2009 Page 10 Patron questions with simple answers Q: What is an ebook? A: A digital book, magazine, or graphic novel that can be downloaded and read on a computer or portable device. Q: What is an Audiobook? A: A recorded reading of a book that can be downloaded and enjoyed on a computer or portable device. Q: What do I need to get started? A: Your valid library card and a computer with Internet access. Q: How do I find a title to check out? A: When you visit our Virtual Branch website, you'll see it is organized very much like online shopping. Just browse and search for titles, then add them to your cart.

V.03012009 OverDrive, Inc. 2009 Page 11 Patron questions with simple answers Q: What if I don't have a computer at home? A: You may also use a computer at work, or through a friend or family member. Note: If your library offers OverDrive Download Station: A patron can bring their MP3 player or other portable device to the library and download right to the device. Q: Who should I contact if I have questions? A: Go to the main Help Page on our Virtual Branch website. From there you can email our library support team with any questions you might have.

V.03012009 OverDrive, Inc. 2009 Page 12 Help Resources Help Page: This is the best resource for Frequently Asked Questions! Quick Start Guide: How to get started in three easy steps. Guided Tour: Self-paced guides. How to browse, check out and download digital titles. Patron Support: Patrons may email the library support team for assistance. Library Staff Support: Contact support@libraryreserve.com. (Please do not share this email with patrons.)

Part 3: Technical Support Questions V.03012009 OverDrive, Inc. 2009 Page 13

V.03012009 OverDrive, Inc. 2009 Page 14 Technical support questions: Adobe ebooks 1. What software is needed to enjoy Adobe ebooks? You will need Adobe Digital Editions. Adobe ebooks If you have Adobe Reader installed, you will need to also install Adobe Digital Editions.

V.03012009 OverDrive, Inc. 2009 Page 15 Technical support questions: Burn to CD 1. Can I burn audio titles to CD? Yes, many audio titles include permission to burn to CD. While browsing, check the Digital Rights Information. 2. How do I burn a title to CD? Upgrade OverDrive Media Console to v.3.x. Then select the Burn button to use the Burn to CD wizard. 3. How many CDs will it take to burn an audio title? For both MP3 and WMA, one part may be burned to one CD just like the original audiobook. Patrons may also use a CD-RW if it is compatible with their CD Drive; the CD will need to be erased before each burn. 4. Can I burn audio or video titles to DVD? Burn to CD No. OverDrive Media Console does not support burning to DVD.

V.03012009 OverDrive, Inc. 2009 Page 16 Technical support questions: Digital Rights DRM 1. Why do patrons get error messages about digital rights ('A problem has occurred in the Digital Rights Management component')? Invalid information / corruption in one of the Windows Media Player DRM components could cause this error. You can forward these questions to OverDrive's Support Team. 2. Can a patron enjoy a checked out title on more than one computer? OverDrive Audio Titles: 3 downloads of the license. OverDrive Video: 2 downloads of the license. Adobe ebooks: 1 download of the license. Mobipocket ebooks: Can register 3 devices / computers.

V.03012009 OverDrive, Inc. 2009 Page 17 Technical support questions: Digital Rights DRM 3. A patron reports a download error or missing download button. If the patron is still within the lending period, then they have probably maxed out the allowed number of downloads. Have the patron send their library card number and title to the support address on the main Help Page. Your support team can reactivate the download link: 1. Login to Content Reserve: Reports Tab > Search Checkouts. 2. Enter the library card number. The 'Checkout Details' page appears. 3. Click 'View' next to the title you wish to reactivate. 4. Under 'Reactivate Checkout', enter a reason (required for Adobe ebooks). 5. Click 'Reactivate'.

V.03012009 OverDrive, Inc. 2009 Page 18 Technical support questions: Download 1. What can a patron download to? Patrons may download titles to a computer or laptop. All formats are compatible with a Windows-based computer. OverDrive MP3 Audiobooks and Adobe ebooks may also be enjoyed on a Mac. 2. What if a patron only has dial-up at home? All formats offered on your library's Virtual Branch website are compatible with dial-up service except for video. Download For best results with audiobooks, try downloading one part at a time. OverDrive WMA Audiobooks will download more quickly than OverDrive MP3 Audiobooks. (OverDrive WMA Audiobooks are half the file size of OverDrive MP3 Audiobooks).

V.03012009 OverDrive, Inc. 2009 Page 19 Technical support questions: Download 3. A patron is having trouble downloading a Part of an audiobook. Download Delete the problem part from:...\[my] Documents\My Media\ Clear the cache or Temporary Internet Files from the browser. Re-download the Part using the 'Download' button in OMC. If the Part still does not download, the library should contact OverDrive's Support Team to investigate if there is a problem with the file. If this happens regardless of the title, try reinstalling OverDrive Media Console.

V.03012009 OverDrive, Inc. 2009 Page 20 Technical support questions: MP3 vs. WMA 1. What are OverDrive MP3 Audiobooks? How do they compare with OverDrive WMA Audiobooks? OverDrive MP3 Audiobooks OverDrive MP3 Audiobooks can be downloaded and enjoyed on both Windows and Mac computers. Compatible with the ipod, other Apple devices, and cellphones / PDAs that recognize the MP3 file format. Currently a growing catalog. Intended to supplement existing OverDrive WMA Audiobooks. File size for OverDrive MP3 Audiobooks is 2x that of OverDrive WMA Audiobooks. OverDrive WMA and MP3 Audiobooks offer same playback and listening experience.

V.03012009 OverDrive, Inc. 2009 Page 21 Technical support questions: Mac Users Tips for Mac Users: 1. Mac users can download and enjoy both OverDrive MP3 Audiobooks and Adobe ebooks. 2. Software: Choose from... OverDrive Media Console for Mac: MP3 Audiobooks Adobe Digital Editions: Adobe ebooks 3. Transfer to portable devices MP3 Audiobooks can be transferred to an Apple device. Mac Users

V.03012009 OverDrive, Inc. 2009 Page 22 Technical support questions: ipod Checklist 1. What are recommended steps for ipod users to enjoy OverDrive MP3 Audiobooks? ipod Users Install OverDrive Media Console v.3.x to a Windows-based computer or OverDrive Media Console v.1.x to a Mac. Install Apple itunes version 7.6.2.9 (or newer) and QuickTime 7.4.5 (or newer) to the same computer. In itunes, enable the 'Manually manage music' setting: http://www.overdrive.com/software/omc/faq.asp#question12.2. Visit library's Virtual Branch website. Browse, check out, and download OverDrive MP3 Audiobooks. (Look for MP3 icon or try an Advanced Search for OverDrive MP3 Audiobooks.) After downloading to a Windows or Mac computer, use the OverDrive Media Console Transfer Wizard to transfer to an ipod.

V.03012009 OverDrive, Inc. 2009 Page 23 Technical support questions: Portable Devices 1. What devices can be used? Devices Depending on format, choose from a wide variety of devices including: MP3 Players, Smartphones, Pocket PCs, Apple devices, and the Sony Reader. OverDrive Audiobooks, Music, and Video: www.overdrive.com/deviceresourcecenter. Adobe ebooks: Adobe ebooks may be transferred to a Sony Reader PRS-505+. Mobipocket ebooks: www.mobipocket.com/en/downloadsoft/default.asp?language=en. (Scroll to the bottom of the page, and click the device images in the lower left).

V.03012009 OverDrive, Inc. 2009 Page 24 Technical support questions: Portable Devices 2. What is the bit rate for OverDrive titles? Devices OverDrive WMA Audiobooks: 32 kbps OverDrive WMA Music: 64 kbps OverDrive MP3 Audiobooks: 64 kbps 3. After a title is transferred to an MP3 player, does it remain there until it is deleted by the patron? This depends on the device. Devices running Windows Mobile will expire the title at the end of the lending period. For other devices, patrons are prompted by OverDrive Media Console to delete the title at the end of the lending period. 4. Can a patron transfer Adobe or Mobipocket ebooks to a Sony Reader? Adobe ebooks can be transferred to a Sony Reader PRS-505+ through Adobe Digital Editions. The patron may first need to complete a firmware upgrade from the Sony Reader PRS-505 product site.

V.03012009 OverDrive, Inc. 2009 Page 25 Technical support questions: Portable Devices 5. Can a patron transfer Adobe or Mobipocket ebooks to the Amazon Kindle? Devices No, the Amazon Kindle does not currently support DRM protected PDF (Adobe) or PRC (Mobipocket) files. 6. What is the best way to present to patrons that some devices won't work with OverDrive downloads? Explain that not all devices have the same features or support the same file types. In addition, some OverDrive suppliers require copyright protection, and not all devices recognize this protection.

V.03012009 OverDrive, Inc. 2009 Page 26 Technical support questions: Software 1. A patron is having trouble installing OverDrive Media Console on a Windows-based computer. Software Ask the patron to type the exact file path given in the error (http://www.overdrive.com/files/odmediaconsolesetup.msi) into their browser's address window. That should allow them to download the MSI file directly and install the software. 2. What version of Windows Media Player do you recommend? Although the instructions say 9 or newer, we've had borrowers have trouble with version 9. OverDrive recommends Windows Media Player v.11.x. Troubleshooting will be easier if you guide your users toward the same version.

V.03012009 OverDrive, Inc. 2009 Page 27 Technical support questions: Virtual Branch 1. Can a patron return an item before the end of the lending period? Adobe ebooks can be returned before the end of the lending period. All other formats are held for the full lending period. These are permissions set by the publishers. 2. What is the best checklist for patrons who want to get set up to download? A computer with Internet access. Install free software. Valid library card. Virtual Branch Website Virtual Branch website address (Use promotional materials or a link on your library's Home Page).

V.03012009 OverDrive, Inc. 2009 Page 28 Technical support questions: Virtual Branch 3. Can a patron use the library's Virtual Branch website inside the library? Yes, patrons may browse and check out titles from a public workstation inside the library. However, due to copyrights, patrons may not download at a library computer. With OverDrive Download Station patrons may download from the Virtual Branch website directly to a portable device inside the library. 4. Can a patron check out an OverDrive title via the library's online catalog? Virtual Branch Website If your library has purchased MARC records for your download library then a patron can link to your library's Virtual Branch website via a record's 856 field. This will display the details page for a title. From here the patron can check out the title, or place a hold.

V.03012009 OverDrive, Inc. 2009 Page 29 Technical support questions: Virtual Branch 5. How can staff best explain / demonstrate how to download titles? Use OverDrive Download Station. Help the patron browse / check out at a public workstation. Patron can then download at home. Promotional materials Virtual Branch Website 1. Customized print materials created for your library / consortium. 2. Quick Start Brochure: Simple how-to information. We can send a print ready file.

V.03012009 OverDrive, Inc. 2009 Page 30 Technical support questions: Troubleshooting 1. What causes 'skipping' in a downloadable audiobook? What should a patron do? Skipping can be caused by system resources, like memory, being too low. It could also be the result of a problem with the source file itself. The library should report this to the OverDrive Support Team. Contact OverDrive Support 2. Sometimes a patron will have used OverDrive many times in the past, but suddenly begins to have problems with it. What are some possible reasons this could occur? This could be caused by a variety of situations. If the issue is an error with OverDrive Media Console specifically, try reinstalling OMC. Otherwise, this type of issue should be addressed on a case by case basis by contacting the OverDrive Support Team.

V.03012009 OverDrive, Inc. 2009 Page 31 Technical support questions: Troubleshooting 3. Key information to include when contacting OverDrive Support: Steps to reproduce the problem (in as much detail as possible) Exact text of any error message (screen shots are helpful) URLs of any error pages Library card number Titles of problem downloads Applicable software version (this information can typically be found under Help > About) Operating system (Windows Vista, Windows XP, etc.) Internet browser and version (Internet Explorer 7.0, Firefox 2.0, etc. In most browsers, find this under Help > About) If applicable, device type and operating system Contact OverDrive Support

V.03012009 OverDrive, Inc. 2009 Page 32 Part 4: Knowledge into Action Build a Virtual Branch Community

V.03012009 OverDrive, Inc. 2009 Page 33 Build a Virtual Branch Community: Training Action Item: Tag three ideas to help build your Virtual Branch Community. Ideas for Library Staff 1. Group training / demonstration / hands-on class. 2. Give staff opportunity to attend sessions. 3. Record a training session for future use. 4. Train the Trainer. 5. New hire training. 6. Competency assignments. 7. OverDrive Guided Tour.

V.03012009 OverDrive, Inc. 2009 Page 34 Build a Virtual Branch Community: Knowledge Sharing Action Item: Tag two ideas to help build your Virtual Branch Community. Ideas for Library Staff 1. Workstation where staff can practice. 2. OverDrive Download Station. 3. Device swapping / sharing. 4. Training / Support Wiki

V.03012009 OverDrive, Inc. 2009 Page 35 Build a Virtual Branch Community: Outreach Action Item: Tag two ideas to help build your Virtual Branch Community. Ideas for Patrons 1. Schedule an event. 2. Feature your Virtual Branch at already scheduled events. 3. Start a Digital Book Club. 4. Host a focus group (feedback, suggestions). 5. Ask for recommended titles (could be a link). Learn more in our Community Outreach session!

V.03012009 OverDrive, Inc. 2009 Page 36 Next Steps 1. Watch for our follow-up email. 2. Check out OverDrive's Training Resources. 3. Questions? Email: support@libraryreserve.com. Reminder: Please do not share this email with patrons.