What are Smart Lists and how do I use them?

Permission required: Purchasing tools

Smart Lists automatically build carts for you to review based on criteria you select. Smart List criteria include: price, street date, subjects, popular authors and series, languages, and more.

How to create a Smart List

  1. Sign into OverDrive Marketplace.
  2. Select the Shop drop-down, then Purchasing tools.
  3. Click Smart Lists.
  4. Click + Smart Lists.
  5. Select the criteria (user demand and budget, Smart List specifics, and scheduling) for your Smart List. (See the "Smart List tips" section below for advice.)
  6. Select Save.
  7. On the confirmation page, review the terms of your Smart List. If they're correct, select Save this plan.

Once your list is created, it'll run for the first time on the date you specified, then on the schedule you chose during setup. (Visit this help article to learn how to run your plan manually, outside of your normally scheduled time.)

Each time your plan runs, a new cart is created based on your plan criteria.

Smart List tips

In the sections below, you'll find tips and recommendations to help you create the best Smart List for your collection.

Video overview of Smart Lists

Need more help?

If you have any questions about Smart Lists, contact your Account Manager (whose contact information is listed under the Marketplace Support tab).

Last Updated: 15 March 2024 09:45 AM