How to create an automatic weeding plan

Permission required: Weeding

Weeding titles will hide them in Libby, in Sora, and on your OverDrive website. An automatic weeding plan can help you manage Metered Access and On-Demand Class Set (schools only) titles by automatically weeding titles that have expired.

An automatic weeding plan runs daily and hides titles that meet your criteria.

Note: When titles are weeded, all copies are hidden in your collection. For shared collection (also called consortium) and Advantage accounts, your automatic weeding plan will only weed copies owned by your collection.

To create an automatic weeding plan:

  1. Sign into OverDrive Marketplace.
  2. In the Admin drop-down, select Weeding.
  3. Select Create plan.
  4. Choose criteria to determine which titles to weed. You can choose to weed:
    • All expired Metered Access and On-Demand Class Set titles, or only certain lending models (e.g., weed only Metered Access by time titles)
    • (Advantage accounts only) Only expired titles you've shared through Advantage Plus
    • Titles that are no longer for sale in Marketplace
    • Titles with no active holds
    Note: Titles must meet all of your specified criteria to be weeded. For example, if you set your plan to weed expired titles and titles without active holds, titles must both be expired and have no active holds to be automatically weeded.
  5. Click Save, then Save this plan to confirm.

Users who have holds on weeded titles won't be notified of their removal. However, the title will still appear on the user's Holds page with a message that the title is no longer available.

Weeded titles may take up to 24 hours to disappear from your collection.

Note: You can also weed and unweed titles manually if you'd like to select specific titles to hide (or show).

Last Updated: 29 January 2024 01:37 PM