How to create a cart from the "Current holds" or "Title status & usage" report

Permission required: Reports, Create/view carts

You can create carts of One Copy/One User and Metered Access titles from the Current holds or Title status & usage report:

  1. Sign into OverDrive Marketplace.
  2. Select the Insights tab.
  3. Under Title activity reports (on the left side of the page), select Current holds or Title status & usage.
  4. Fill in the report options, then click Update.
  5. Select Convert to new cart (at the top-right of the report results grid).
  6. You'll be prompted to create a new cart, which will contain any One Copy/One User and Metered Access titles from your report results.
    Note: Titles in other lending models will be excluded from your cart.
  7. Current holds report only:
    • The "Number of titles from report to add to cart" field will cap the total number of titles added to your cart.
    • The "Include titles based on" drop-down determines which titles are added to your cart: those with the most holds, highest holds ratio, or earliest placed hold.
    • For example, if you enter "50" in the first field and choose "Ratio" from the drop-down, the cart will include one copy of each of the 50 titles in your results with the highest holds ratios.

Note: You can also have carts of holds created automatically for you using Holds Manager.

Last Updated: 29 January 2024 01:37 PM