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Item 12 - Digital Content Hosting and Distribution Services
Library www.santa-ana.org/library Item # 12 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report October 17, 2023 TOPIC: Digital Content Hosting and Distribution Services AGENDA TITLE Approve an agreement with Overdrive, Inc. for digital content hosting and distribution in an amount not to exceed $405,000 and an appropriation adjustment in the amount of $16,639 (General Fund) RECOMMENDED ACTION 1. Authorize the City Manager to execute an agreement with Overdrive, Inc. to provide hosting services and digital content in an amount not to exceed $405,000 for a term beginning November 1, 2023 and expiring June 30, 2026, with provision for two, 1-year renewal options, subject to non -substantive changes approved by the City Manager and City Attorney (Agreement No. 2023-XXX). 2. Approve an appropriation adjustment to recognize $16,639 in California State Library California Library Services Act funds in the miscellaneous income revenue account and appropriate the same amount into the Library Tech & Support Services, Computer Software Subscriptions expenditure account. (Requires five affirmative votes) GOVERNMENT CODE §84308 APPLIES: Yes DISCUSSION On January 19, 2020, the City Council approved an agreement between the City of Santa Ana and Overdrive, Inc. ("Overdrive") to provide content hosting services and digital content such as e-books, e-audiobooks, e-magazines, and video streaming. The Library would like to enter into a new agreement with Overdrive to add an additional $25,000 for digital content for fiscal year 2023-2024 and increase the annual amount from $70,000 to $95,000 for subsequent years. In recent years, electronic content such as e-books, e-audiobooks, e-magazines, and streaming content have become very popular, and an essential part of the Library's digital services platform. As a result, the Library Services Agency proposes to increase funding for Overdrive in order to purchase additional digital content. Library patrons can access Overdrive content through various methods that include the Santa Ana Public Library's website, Libby app (by Overdrive), or on e-reader devices. Using Overdrive, Digital Content Hosting and Distribution Services October 17, 2023 Page 2 patrons can browse the Library's digital collection and check out materials with a valid Santa Ana Public Library card. From there, users can easily download their books, magazines, videos, or audiobooks to their computers or mobile devices. Titles will automatically expire at the end of the lending period. Downloadable titles offer library patrons of all ages a convenient way to access information and materials from home or anywhere there is an internet connection. As a full member of the Santiago Library System, which is a consortia of libraries in Orange County, the Library received California State Library California Library Services Act funding in the amount of $16,639 to apply towards Overdrive's services. FISCAL IMPACT The current fiscal year funding is available in the FY 2023-24 budget, and future fiscal year funding will be included in the proposed budgets for City Council consideration as follows: Accounting Accounting Unit, Fiscal Year Unit- Fund Description Account Description Amount Account # 01111190 — Tech & Support FY 23-24 66511 General Fund Services, Computer $16,639 Software Subscriptions 01211020 — Cannabis Public Tech & Support FY 23-24 66511 Benefit Fund Services, Computer $8,361 Software Subscriptions FY 24-25 01211020 — Cannabis Public Tech & Support Services, Computer $95,000 66511 Benefit Fund Software Subscriptions 01211020 — Cannabis Public Tech & Support FY 25-26 66511 Benefit Fund Services, Computer $95,000 Software Subscriptions 01211020 — Cannabis Public Tech & Support $95,000 FY 26-27 66511 Benefit Fund Services, Computer Software Subscriptions FY 27-28 01211020 — Cannabis Public Tech & Support Services, Computer $95,000 66511 Benefit Fund Software Subscriptions TOTAL $405,000 EXHIBIT(S) 1. Agreement 2. Notification Letter Submitted By: Brian Sternberg, Executive Director of Library Services Approved By: Steven A. Mendoza, Assistant City Manager AGREEMENT TO PROVIDE DIGITAL CONTENT HOSTING AND DISTRIBUTION FOR THE SANTA ANA PUBLIC LIBRARY COLLECTION THIS AGREEMENT is made and entered into this 17th day of October, 2023 by and between OverDrive, Inc., a Delaware corporation ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of digital content hosting and distribution. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that are described in Exhibit A including but not limited to hosting a digital online e-library providing e-books in both English and Spanish, audio books in both English and Spanish, streaming videos, young adult content and teen content. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed Four Hundred, Five Thousand Dollars and Zero Cents ($405,000). b. Any monies allocated for each year in Exhibit B, but not utilized, may be used in subsequent years provided the total Agreement not -to -exceed amount does not change. c. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Page 1 of 9 3. TERM This Agreement shall commence on November 1, 2023 for a term of thirty-two (32) months, ending June 30, 2026, with the option for the City to grant up to two (2) one-year renewals, exercisable by a writing by the City Manager and City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. RESERVED 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder and the results of that work by Consultant, their agents, representatives, employees or subcontractors. a. Minimum Scope and Limit of Insurance (1) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregatelimit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (2) Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and non -owned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage. (3) Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. Page 2 of 9 (4) Professional Liability and/or Errors & Omissions Insurance: applicable to the work being performed, with a limit no less than $1,000,000 per claim or occurrence and $2,000,000 aggregate per policy period of one year. (5) Broader Coverage: if Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. Other Insurance Provisions (1) Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used). (2) Primary Coverage: For any claims related to this contract, Consultant's insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of Consultant's insurance and shall not contribute with it. (3) Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. (4) Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiverof subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (5) Self -Insured Retentions: Self -insured retentions must be declared to and approved by the City. The City may require Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. (6) Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (7) Claims Made Policies: If any of the required policies provide claims -made coverage: Page 3 of 9 i. The retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. ii. Insurance must be maintained and evidence of insurance must be provided for at least five (S) years after completion of the contract of work. iii. If coverage is canceled or non -renewed, and not replaced with another claims - made policy form with a Retroactive Date prior to the contract effective date, Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of work. (8) Verification of Coverage: Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins. However, failure to obtain the required documents priorto the work beginning shall not waive Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (9) Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (10) Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, Page 4 of 9 to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 5 of 9 12. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the fact that payment need not be made for work, which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. Page 6 of 9 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 20. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 7 of 9 With courtesy copies to: Executive Director, Library Services Agency City of Santa Ana 26 Civic Center Plaza (M-75) P.O. Box 1988 Santa Ana, California 92702 Fax: 714-627-4211 To Consultant: OverDrive, Inc. One OverDrive Way Cleveland, OH 44125 Attn: Erica Lazzaro, General Counsel Fax 216-573-6889 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 21. REPLACEMENT OF PRIOR AGREEMENT The parties acknowledge the prior agreement between the parties (A-2021-012), dated February 1, 2021, is hereby replaced in its entirety by this Agreement. This Agreement shall be effective, and the prior agreement shall be terminated, upon the effective date of this Agreement as set forth in Section 3 of this Agreement. Upon the effective date of this Agreement, all provisions of the prior agreement are hereby superseded in their entirety. Payments made on the prior agreement shall be applied to the services contemplated by this Agreement. [signature page follows] Page 8 of 9 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: Jennifer L. Hall City Clerk APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: �:r i : B on Salvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL: Brian Sternberg4etr2, 2023 07:50 PDT) Brian Sternberg Executive Director Library Services CITY OF SANTA ANA Kristine Ridge City Manager CONSULTANT: DocuSigned by: e2�:GA� SDF278BA527OA480... By: Erica Lazzaro Title: General Counsel Page 9 of 9 EXHIBIT A SCOPE OF SERVICES Statement of Qualifications Firm and Personnel Experience: OverDrive Company Profile OverDrive has provided secure digital content hosting management and distribution since its founding in 1986. As the possibilities of the internet and digital books evolved through the 1990s, we refocused our mission. OverDrive launched our content distribution service in 2000, and since that time, our reach has rapidly expanded. Along with the industry's leading digital reading platform, OverDrive now offers the largest digital content catalog in the world to more than 38,000 libraries and schools in 70 countries and the highest -rated apps that are built to create reading happiness. OverDrive employs over 300 full time employees at its world headquarters in Cleveland, Ohio. OverDrive strives to provide unparalleled customized services to all library, school, and academic partners to ensure successful digital collections are built and maintained with digital content that will be well -circulated and relevant to that community of users. Through the years, we've learned from our successes and challenges, and, most importantly, from our partners. Account by account, we've established long-term, trusted relationships with publisher, library and school partners around the world. From the beginning, it has been equally important to align with the mission of our global network to support communities with passion and collaboration while championing reading literacy. As we continue to reach for new goals, OverDrive's vision, mission, core beliefs and values remind us of who we are as a company and what we strive for each day: A World Enlightened by Reading. OverDrive is a Certified B Corporation, a growing global movement of people using business as a force for goodT"'. OverDrive earned this certification for the company's commitment to social and environmental performance, transparency and accountability. OverDrive is proud to be a certified B Corp and to celebrate everything we stand for: Empowering communities with our services, supporting literacy and creating reading happiness; supporting initiatives that offer work -life balance for our employees; and incorporating work practices and business policies that strengthen and preserve our environment for future generations. To be a B Corporation is a chance as a business to be accountable and solve social and environmental challenges that we face today and tomorrow. In addition to championing the needs of readers and seeking to delight more readers every day, OverDrive is committed to recycling, volunteering with local charities, professional development for employees and providing a positive social impact. Today, there are thousands of Certified B Corporations around the globe. OverDrive is proud to join this prestigious group in redefining success in business, so that one day everyone uses business as a force for good. OverDrive Personnel Assisting with The Santa Ana Digital Service: Sarah Delano, Account Specialist: Sarah helps Santa Ana Public Library with the day-to-day upkeep of their website, general inquiries, facilitating fixes for technical issues, and providing customized marketing or training upon request. Sarah Delano is an avid reader and has been active with libraries since a young age. After graduating with a Bachelor's of Fine Arts in 2014, she immediately entered the book industry full time and has fallen in love with it ever since. Sarah has been an Account Specialist with OverDrive for two years and she currently works with West Coast libraries from Alaska to Hawaii. In the event of Sarah's unavailability, her manager, Leslie Prusinski will assist with any matters that may arise. Meghan Volchko, Collection Development Specialist: Meghan assists Santa Ana and other public libraries develop their collections through reporting and analysis, budgeting, marketing programs like book clubs, and more. Meghan's love of libraries started early, hiding in the book drop while her grandmother worked the circulation desk at her local public library. Meghan graduated with an MLIS from Kent State University, then worked in academic libraries until coming to OverDrive in 2014, where she has worked for the last 3 years with public libraries on the West Coast and in Arizona. In the event of Meghan's absence, the OverDrive Collection Development Analyst for Santa Ana Public Library, Emma Dwyer, or her director, Karen Estrovich, will assist with any collection development needs. Sarah and Meghan will utilize their work time as necessary to provide any and all assistance requested by Santa Ana Public Library related to the OverDrive service. OverDrive does not utilize subcontractors to provide the services proposed in this bid. Implementation Plans As an existing OverDrive customer, there would be no required new implementation to maintain the current service for the start of a new contract. The following provides information regarding the OverDrive platform, support options, and features, including specific options currently utilized by Santa Ana Public Library- such as the multilingual interface and availability of Kindle format (available for library lending only from OverDrive). Authentication Santa Ana Public Library connects to OverDrive through their TLC system in order to validate patrons. They are currently using a SIP connection in order to provide seamless access to users. As of 2017, Santa Ana is also using Content Access Levels in order to help Juvenile users only see age appropriate content. If Santa Ana were ever to change ILS systems, OverDrive would be able to assist with the settings for the OverDrive platform at no charge. OverDrive is able to work with nearly every ILS vendor on the market including Polaris, Innovative, SirsiDynex, Koha, and Evergreen. OverDrive is also able to authenticate using Patron API connections, rather than SIP, and allow any library to use our OverDrive APIs in order to better their catalog. The addition of APIs to a library's catalog would then allow users to checkout titles, place holds, and see availability before even going to the OverDrive site. OverDrive-Hosted Digital Collection OverDrive's all new, redesigned and optimized customer facing website offers unparalleled navigation and personalization for patrons (https://santaanapubliclibrary.overdrive.com/). When the patron first visits the library -branded page (all system -wide updates are also included at no additional cost), they will encounter curated collections designed by their library's staff. They can also choose between different language interfaces, including the English, Spanish and Simplified Chinese options currently available at the Santa Ana Public Library site. OverDrive offers many other foreign language UI options to allow for the widest possible audience to have the capability to utilize the digital collection. Q',,,.,W Ana P.Ih1 l,b, y Meet Libby. Q�a Ana Nbk Library Descubra....e,,ibby.r.... ro. w ® -M. Ana Public 1,b, , 4 - LM m OverDrive's all new customer facing website in multiple languages, with redesigned covers, navigation, predictive search, and account capabilities If a patron is already logged in with their library card to the patron -facing website (the library card number can also be stored on their device to avoid logging in every time), a title can be checked out in a one click. As shown in the screenshot below, a patron can easily identify available content for borrowing, as well as easily see when they are able to place a hold on a title to join the waitlist. Once the patron clicks the blue "BORROW" button below, the title is automatically added to the patron's bookshelf, where they can instantly read it in their browser by utilizing the OverDrive Read (browser -based) eBook format without any required software programs (or can they choose to use the OverDrive apps). Once Read Now option has been selected, the title will instantly open in the patron's browser via the OverDrive Read format and allow the patron to read the title instantly in the current browser, as well as sync their reading progress across all of their browsers to ensure that they can pick up reading later right where they had previously left off. E7�l0 Gabeneariydroppedhissock-It %ybackpack,'%amiavipa^" "Sure a"Aoa'a leaned hack c-+wally wr+he Dadpe's 61r+eand- 0i. 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"Good pouR^Gabe nodded. freliug a mixture of relief and a wash orer hun: aei.ef because h.s auu father refused m let lam Pet a Ieu % pamir wW he was' .i;peen, and sorrow because - well, 4—p Ihpe+" -This probably helgrg, to mu of rb, apaches w4,'. 1p6,,g a midlife d7 D.— nnmvaped in 4K hackpack u'!ds—hand msd [,stored ra the Aodge with A. otha.'T. jun +uWtp 11.. lady- bai.; Gabe .honk hu head Both by, were M.- a.d super —, hu, this was what Trey dif 4,d Gabe was ipteresttd i figuring om cominners and ua. espec W fascinated by robati M— preferred to spell lus — f gmiog our girls. AM w.rh h.s n1i Leahy h'aurc, Califania-eorfendode floppY bait and haul rye, Aaaa'waa actuahy able to aMnt them. Uaforrw.ately, Duce they entered U. orbit. they were iunamly repelled. either by his hani& pidvp lies ("You laok like my nr ghlfritr.d"3 art ifd.ey hung arou.d Iaup —.* by his rural lane of anima pony. "( u, x :'Whit me you g—, do when d.e'lady' i quesfion finds wx this --ride dawn, beloup tp you Gabe asked, "I'm not wowied about it^ Aoc-a zipped Gabe's pack up mW bit ira the candy ba he'd bkeu Lem it. "they just kaae w get closz emugh far ate to ask them ra pa.ty at yore Imuse tivs wed...' M Patron's checkout can be instantly read in their browser with the OverDrive Read format Within OverDrive Read, a patron has numerous options on how to best enjoy their title. OverDrive offers patrons the ability to set bookmarks, jump to pages/chapters, view their reading history within the title, designate their Reading Settings (such as text scale, lighting, book design, dyslexic font option, etc.), as well as download the title for offline reading with the Offline Access feature. ❑ we,n.w d Q R e.A.',nrwY Fm<rm h�ee<d �r h<.lAw.<te3 huAur e:®a, n sesr'a+ n<mn haanm,e,ai.f an<ot m<e-awn rm<.[.nlnnm++wi {<wc}nol uw, u,b..n, buoe pam+b<d lm A.�e m<a m wr Msk<Yr oOnlnPr<1�ro ex hoxnwrbed: rssrivu burp :=gaprers ixn,rAM fer eYmR ro rnrcrem Leb= � m.kme f.n.p sow aF p rws<w hi.� pte, sm�,dwr Orn"�b.rna �Pw=el l.s,. waw-hnl � 9 "Hsi-M—pneAedhunrelf odrhecm mt ree<]md (o, Gahe'a W rlpark. wa:ppwk i<.':Le Y'mr kidd'a¢' \lymwu'c still fi.alduf q Heedlug5ernnes er rhetimeldra,'eiuY lvnNer'aCazS CaupednuripL We w,.d Jmi ulwu 1 x'xe rlu<e \'own' .—' e— er maar O OIIWeAcnv hiy u:rn<,n.ln alw,rme,iwicwn. ah. nm<�'G." "Cone {wm,'�mbc noaa<a. hclrnf+mrrnr.<ol'r<lul'imd amen' O Tlps®seam •n.hmcrlmn nh<fl�«nrmclns m•n m,hm rcfruN ooln him fn r, P<mm,�nnl n<,,,. �i,uKa, ar,a wrme'twsnr<. •.ten1- 'Idr. proMbb Fcknp•mws ofnc�m Mires. -kp.o nudlife eriv.' P..0 umrm•pN a pn �YPxk xvA wK Iwd eW ge.wxl,. Jm u.�dpz vus,ne wba-'-tmi,u�.+iva it w lady. �owYmm.lzi �zr eJ.MeiaulCnbe v���n,aseAotics hHo t.okY 5.mc r.ur ad..mr<ra,� naps am eoa Amu a.a. Lb•'v ws.rnwhy.Wc m arn. rr llrun l'Nwnwucly, o¢cc,hry <arw<a worm. mrr'+nr mw.,nlY r<p<n<e. rnwtY hra nwrlsr yuA ry ]nm f'Tmr kok IJx mY,mm &rlfirnd'1 or. drFcY henp amrd A`rV ww.� Fyhu •«.1 Ise of r�imemm� "Pmrv' b'!w, m=vee pww do whm,h<'1.dj' fi Tm.nery f.W n..u� �l.,.ym vai�i�md Yir Woilrx rrmJyL hz'dw!-m 4amLL"Tneyjre�M-e to @ei rbw wup0 fassw msst d,e mpurym yow Loun Na wekead." +U I m-muu^ f1Y 1 dad xsI lull vs!" 'Ywu dad •vu¢ r be rhnr:' Doter poinoM ow dvwrph n nvwWfnl orcAorolme."Your por.unwill b<our of wna. r<mwah.(" Leb<soonM '9} rwm<I rem<mbml iFus ie pwma b<nc� lust nmc dm� ,'c n'<, kfr me no mY mn', &a hroxvp mY d.6 hell Lm'c sn ny hN&n cmomswdr<w kccp raNm w; Yfihmr Mwuxceaa onmernm Pmn •mrvwn ckmcrcoorymny collce Amwd•x. nM h= me• a raMie• R<wi'w H='d nest wu<d,Ac b°':kYm`I bAmxdvm dcli•a• wiW.d«k m arY Aud lassr dues emdb.l, cwe dee6md Ye'd fee mb awh neeee wiep Ide.k;tl, m ,heceudy- 6v'c veerTn wda."-�faym we couN rm�ebmch ort OverDrive Read also allows patrons to quickly jump to a certain page, view their history, set up their preferences in Reading Settings, and download all pages for offline reading via the Offline Access feature If a patron goes to a title view page, they will be able to see how many copies the library has purchased/how many are available for checkout, sample, add to Wish List, available formats, subject headings, Lexile, ATOS, Interest Level, description of the title, as well as details, and reviews from outlets such as Publishers Weekly. Also displayed are similar titles that the patron may enjoy. '^ Hairy Potter and the Cursed Child: Parts One and Two.N.,�..�.....,,r.. r.,.,,,.,. :.....,.. E& _ . MOM ollE Pot, IM ©o ©© WENRY > ab� wbt. Sn .cww Q eewo. Q .nw t7 ra.owa Q m. L7 www Title information page Once the patron has determined they want to check out the title, all they need to is click Borrow, or they can hit the drop down next to the Borrow button to select their checkout period (it can be modified to allow for additional options, such as 7, 14, and 21 day options, although Santa Ana currently has 14 days selected for all formats). It will then show up under Loans on in their individual collection. The patron can then either choose the Read Now option and use the OverDrive Read format to see the title in their browser, or other format options such as Kindle (available exclusively on OverDrive for library lending), ePUB or PDF. The title can also be given a star rating and easily returned from this screen. Loans Loans Holds EXPIRES IN 14 DAl Wish list The Robot Paul Watson Settings [Q EBOOK * * t"T CHOOSE A FORMAT L Return Titles currently on loan to the patron will be displayed here Patrons can easily return the title directly from their bookshelf In addition to Loans, the patron's bookshelf will also display titles they are currently on a waiting list for, wish list titles (sorted by all titles and available now), and individualized settings. ,11 f ARkI'II MHA r� 'I ��1111W IfM 0�o N I dui w1 0 1. Patron's Wish List titles will appear under their Wish List and can be instantly checked out from this page Within the patron's bookshelf, individualized settings can be personalized so that the patron does not need to always set their lending period or be exposed to content that is not right for that patron. At the Settings page, default lending periods can be set by format, automatic hold checkouts can be set up, content preferences, as well as accessibility features such as high contract mode and dyslexic font, which can be enabled to provide a better patron experience for readings with dyslexia. Loans Settings Hinds GENEi— wsh list Settings can oa. c CON-PREEERENCES noon° a �o� msee �e e�o�mana��Nneme�oee�eon. �I�000 o mom° 5mlo, , we�tte o Settings page where the patron can designate the preferences for their digital checkouts OverDrive's patron -facing website features predictive search capabilities and allows patrons to search on the main site by title, author, series and subject. baseball I iv S ,s W Cm Adve 9e-11 � rn, Re ball WN.II , Bazehell Heoez & O-q m.pni ,and Ole Stenes 9es.ben nyha Baseball Puls 9.sehell .ntl hs Gome.esl Plnye.ls Ua ben's dap 10 Nome%n Nhtes I He Baseball [ones e Nmeh.tl GIe nMen U.b.11, Greatest Hl U.men me rN aoe�;�a�, came Screenshot of the predictive search capabilities at the patron -facing website From the Advanced Search menu, patrons have a large variety of searches they can run. Advanced Search features search by: title, author, subject, availability, audience, date added to collection, format, language and ISBN. Advanced Search Title 6 AtltlM AM tle ee AutMi Fonn�ts S�biesq All s Je Sang ages v All ieng�ne-: Ave Lbuty All ISBN AA All eub Screenshot of the Advanced Search capabilities at the patron -facing website In addition to these search features, OverDrive also allows a patron to view the various subjects in the digital collection and narrow down their title search in this manner. arowse subjects Fiction Nonfiction New search feature with the most recent OverDrive upgraded site allows patrons to browse the collection by subject and format Kids and Teens eReading Room OverDrive offers a separate URL and interface for younger users of the public library service, called the Children's eReading Room and Teen eReading Room that participating libraries can take advantage of. The library has the ability to set the age restrictions for the content available in these "reading rooms", to ensure that younger users are not exposed to more mature content that may be available for lending at the general library website. Pictured below is a Children's eReading Room option that a library could use for its younger users. Kids S,bi— , j, aoa Trending nowt > I^ITER POTTER • The example above is the Kids eReading Room currently available from the El Paso Public Library digital collection Recommend to Library OverDrive offers a Holds Manager, Recommend to Library Manager, and Smart Lists. Using the Holds Manager feature, libraries can manage demand on the website by easily building carts or automating orders based on holds. You can create an unlimited number of Holds Manager plans, and each time it runs, a cart is created for review or an order can be placed for a holds - driven order on your behalf if you so choose. The Recommend to Library Manager feature allows you to respond to recommended titles from patrons. By using this option, you can create as many Recommend to Library plans as needed. These plans can automatically place a recommendations -driven order on your behalf, or create a cart for your review. The Smart List is a powerful collection development aid and time -saving tool that automatically generates a list of titles in Marketplace that are best suited to your collection's needs. These Smart Lists automatically build carts based on criteria you specify, including price, on -sale date, most desired genres and subjects, popular authors and series, press attention, languages and more. You can also set up a Smart List to manage repurchasing metered access content, so in- demand metered access titles can always be available for your patrons. You can create as many Smart Lists as you like, and they will not submit purchase orders automatically on your behalf - you will always have the chance to review carts generated by Smart Lists before placing orders. Web -Based Staff Training and Patron Support OverDrive's training courses and information are hosted online and scheduled at the convenience of your staff, and are also available on -demand anytime, anywhere for future viewing (great for new staff, or as a refresher for current staff on how to use the service). For new customers (or existing customers looking for a refresher), OverDrive requires the following courses as "starter courses" to the OverDrive service: Collection Checklist - With OverDrive's collection checklist, you'll learn how to attract users to your digital library and keep them coming back with next generation content and collection tools from OverDrive. Just the Basics - Learn how to browse, borrow, and enjoy eBooks and audiobooks from your Next Generation library using a computer or mobile device. In addition to the starter courses, OverDrive offers on -demand training modules, downloadable PDFs, live webcasts, tools to educate your staff and end users, as well as easy links to OverDrive Help resources. At the OverDrive Resource Center(http://resources.overdrive.com), OverDrive provides all of the information that the library, as well as patrons, can utilize to become OverDrive experts. Staff Training .1... — M.—LIVE—.a � —oar— tar DemonstrationPublic Library Demonstration The New Corborate, or College Website ov Dr Website 112-11 o. or. co,.o..�n:: zo OverDrive Resource Center with videos, PDFs and additional tools to ensure your library's digital collection is a success OverDrive also provides content selectors with ample training documentation at the Resource Center, with videos, PowerPoints and PDFs that cover topics such as: Shopping for Titles in Marketplace, Understanding Lending Models, Curating Digital Collections for Your Library, Managing Marketplace Account Settings, Managing Content Access Levels, Managing Holds, and Marketplace Reports. OverDrive offers all the aforementioned training materials at the OverDrive Resource Center. In addition, OverDrive also has an OverDrive Marketplace User Guide available online at http://company.overdrive.com/files/CR-User-Reference-Guide.pdf. The Marketplace User Guide is easily searchable and answers any questions that staff may have in utilizing the tools in Marketplace, including ordering, reporting, administrative permissions, local content management, curating information, support, and more. Upon request, OverDrive can also coordinate with the library to provide on -site staff or user training sessions with OverDrive trainers. Secondary User Support- OverDrive Front Line Tech Support- is included at no additional cost! OverDrive's Front Line Tech Support replaces the library's primary support obligations, as OverDrive becomes the go -to for direct patron support, as Front Line Tech Support is available 24/7, 365 through a designated web form that is created for the library. Whenever a patron requires support and goes to the 'Get support' button on the OverDrive site or app, they will be directed to the link for that library. Also available directly within Libby, patrons can use the Customer Support Form for Libby specific questions through the Feedback tab. This helps library staff free up the time they currently spend responding to any OverDrive-related questions from patrons. WNW :Q 0 OO OverDrive Help (http://help.overdrive.com) offers patrons immediate assistance with how-to videos, FAQs and tutorials for using the OverDrive service on any device OverDrive also offers its award winning and frequently updated OverDrive Help (http://help.overdrive.com) links on all of its websites. Patrons can easily view the Help website to see FAQs and how-to videos for downloading digital content on their favorite devices. Apps and Device Compatibility OverDrive offers Libby, a free, easy to use app in the Google Play (Android) App Store (iOS), and Microsoft App stores. Libby has a groundbreaking eBook reader and a beautiful audiobook player built into one free app. Libby allows patrons to download eBooks and audiobooks for offline reading, or stream them to save space. Libby helps patrons by synching their positions, bookmarks, and notes across devices. Libby also allows patrons to sample any book with a tap - nothing to download or delete. Patrons can also enjoy zoomable graphic novels within Libby, or a picture book with readalong audio. OverDrive is compatible with more devices than any other digital library provider, including the Kindle format, exclusively available from OverDrive. Using OverDrive, patrons can download to all Android devices, iOS (iPad, iPhone, iPod), Chromebook, eReaders, Kindle eReaders, Kindle Fire, Kobo tablets, Nook tablet, Windows, Windows Phone, Mac, Windows Phone, and MP3 players. As OverDrive tests new devices for compatibility as they are released, OverDrive does not anticipate that there are any limitations or devices that are not currently supported. Marketing; Support OverDrive offers substantial assistance to libraries to promote awareness and increase usage in the community for their digital library service. Included at no cost is free promotional and marketing material from OverDrive's Resource Center. At the Resource Center, there are a wide variety of resource available to the library to increase awareness, promote usage, simplify the process for new and existing users, and more to ensure continued success and growth of the electronic library service. If you can't find a resource here or want additional assistance in promoting your collection, OverDrive offers additional assistance by contacting partnerservices@overdrive.com or your OverDrive Account Specialist directly. Currently available at the Resource Center, the following items can be generated directly by the library: Print -Ready Materials: Get the word out quickly and easily with these print -ready materials. Santa Ana can add its OverDrive URL to the editable field at the bottom and print in-house or through a local printer. Available materials include: posters, flyers, stickers, New to Rack Cards, eBook Shelf Cards, Summer Reading Promotional Kit, Teen Lit bookmarks, Read -along eBook flyers, audiobook flyers, getting started guides for new users and refreshers for experienced users, and international language marketing kits (currently available in Spanish, French, Chinese and Russian to bring in more users in your community). Digital Resources: Share graphics, videos, and other web images with your users via Santa Ana's website, blog, and other social media accounts to encourage audiences to visit your electronic library service. Communication Templates: Use these templates and audio clips to promote your website to staff, users or news and media outlets to get the word out in the community about your electronic library service. Available resources include: press release templates, newsletter articles, radio ads, social post ideas, getting started email templates. OverDrive Borrow eBooks & audiobooks free from our library Browse I Search I Discover your next great read on the OvwDrNe mobile apP or on your computer Santa Ana Public Library All your favorite titles... Santa Ana Public Library Just a tap away! https://santaanapubliclibrary.overdrive.com https://santaanapubliclibrary.overdrive.com Programming and Events: Even more ideas available here to help spread the word and engage more users with suggested activities and programming ideas designed to spark interest in your electronic library service. In addition to the Resource Center, OverDrive can also work with Santa Ana Public Library to establish book clubs or special reading programs with your digital resources. OverDrive runs a regular Big Library Read, where all participating libraries have access to a particular title for unlimited simultaneous access so that all users can borrow the book without the library needing to purchase it during the Big Library Read period. While the Big Library Read is essentially a worldwide book club, OverDrive can also work with Santa Ana to promote a county -wide book program by working with the library and utilizing our relationships with publishers to find a title that will be of high interest in the community and affordable to the library to make available in this model. Big Library Read American Sniper ARY LIBRARY 0 READ Nt4 e.eI.Le "v wph N20 Eh) 111IddYr Sarnpt. u5 (Sii. t ne a 7 New Yore times bestselling memoir of U.S. Navy Seal • Leam more atiad this worl004e program MS anti source Easmy w od blockbuster mane • Listen to an rtrervww wtM Taya r:yW n ix ca(l which was rtOminated for sir IKaOemy Awards. trtdudhnq 8eSt was arils a TNtt title vs also srylatite as an audnboott rcture rron+ t999_.Marr-_ • Ntae: Contams mawre m= , r:•,.-.: K Previous Big Library Read programs have included titles such as American Sniper while it was in the theaters By working with Santa Ana to promote the service to the various community groups and across all age ranges, OverDrive is confident it can see a surge in usage of the digital library service and bring great value to Santa Ana in its continued usage of the OverDrive platform. OverDrive also offers book club models, where OverDrive can work with the library and specific publishers to obtain permission to loan a title with simultaneous use access. This allows all library patrons to access the selected title an unlimited number of times during the set book club time period. Successful book club programs that OverDrive has worked with library partners on include the London City Read, the One Book One Community (Kitsap Regional Library), and the 16 in '16 Book Club with Sno-Isle Libraries. 16 in '16: Read a Funny Book Lamb by Christopher Moore Sample The birth of Jesus has been well chronicled, as have his glorious teachings, acts, and divine sacrifice after his thirtieth birthday. But no one knows about the early life of the Son of God, the... More... Yes Please by Amy Poehler Sample Do you want to get to know the woman we first came to love on Comedy Central's Upright Citizens Brigade? Do you want to spend some time with the lady who made you howl with laughter on Saturday Night... More... OverDrive works with libraries to create book clubs and promote the simultaneous use titles to their community NEW: Get a Library Card OverDrive's new app, Libby, is currently offering an exciting new feature, "Get a Library Card". Currently offered in several libraries around the country, the Get a Library Card feature in Libby will allow new patrons to sign up for a library card using their smartphone or tablet, confirming their residency without requiring a visit to their library branch. By utilizing a potential new patron's name and mobile phone number, the pilot test system relies on zip code to determine the new patron's service area. When a new patron is added through the Libby app, the patron record is then available to the library for new patron reach out so that they can be set up with a full library card. This service is available for an additional fee of $0.90 per successful patron. Business Plan OverDrive's will have 3-5 individuals who work on this contracted service for Santa Ana Public Library, including Meghan (Collection Development Specialist 1) and Sarah (Account Specialist 1) listed above as the primary individuals who work with the library. In addition, Emma Dwyer (Collection Development Analyst), Karen Estrovich (Director of Collection Development), and Leslie Prusinski (Manager, Library Partner Services) may assist in working with Santa Ana Public Library for any needs that may arise with their OverDrive service. Meghan and Sarah visit California at least once a quarter to visit library partners and plan their trips throughout the year around the different areas of the state. During their visits, they typically will plan time for a meeting with the library around major OverDrive updates, a Partner Analysis Review, and any outstanding issues the library may have. For smaller library systems, they will also hold staff and/or user training sessions surrounding Marketplace, the OverDrive app, and Libby. There will be no subcontractors utilized for this service. Content Selection OverDrive Marketplace Features OverDrive's administrative portal, the OverDrive Marketplace, is a robust website that allows customers to not only preview, select and purchase content, but also run reports, provide support, curate collections, and much more and works on modern web browsers for Mac, PC, and tablets, including iPad. There is no charge for using Marketplace or any of the services offered within the site, including customized lists and collection development assistance by OverDrive's in-house staff of over 25 trained librarians. AJ 11 W k- - a IL •. OverDrive Marketplace home page, where customers start searching for new content, run reports, curate content, etc. Upon logging into the Marketplace, customers will see a banner with current featured sales and promotions, as well as highlighted sale or popular titles. Also along the left side, a customer can instantly view smart lists such as Top 200 series search (to see gaps in series you currently offer), Top 200 adult titles not in your collection, Top 200 YA titles not in your collection and Top 200 juvenile titles not in your collection. Also available on the top left corner is a Preorder Titles tab, where content selectors can select titles that are not yet released to be added to their website to generate interest and holds, but will not be invoiced until the title is set live for lending. OverDrive also features the Must -haves along the left side, providing custom lists of content that includes current sales, as well as weekly New York Times Bestseller lists, USA Today Bestseller lists, and other highlights. Searching for the Right Content Searching for the right content is also vital when browsing the Marketplace, so OverDrive has developed a robust Advanced Search feature to allow content selectors to run and save searches for future use. I Advanced Search within Marketplace allows for content selectors to run powerful searches with over 20 different search fields to find the right titles When viewing an individual title within Marketplace, selectors can easily identify the full title price, lending model, number of units, pending purchases, premium reviews, full title previews, formats available, subject, text difficulty, ATOS level, Interest level, etc. - IferryPoererandthe Ltused Ulld: Pam Ove and]Wo �s,�emso[aranq®tmarme�mWy� Sample title page for a Metered Access title within the OverDrive Marketplace .. A77 e +xC w In _ END From the search view, all of the title information is available without needing to view the individual title, and it can instantly be added to a designated cart for review and/or purchase. Once a customer finds the titles it wants to purchase, it can build carts within Marketplace. OverDrive's robust cart features allow content selectors to pin carts to easily add titles to existing carts, or create brand new carts for select types of content. Carts can be named, pinned, locked, edited, merged, etc. to ensure the right content is purchased. Once you decide to purchase a cart of titles, the library is given the option of paying by credit card, having their account billed, or using content credit on file. Also now available within Marketplace is brand new Invoicing functionality. This includes allowing authorized staff to view open invoices, paid invoices, and pay directly for selected invoices within Marketplace. Create cart ii Feltls marked by are requir Mama * Pay $11&3.22 USD now by credit card Hook cu m_mes D—option OpS11 1 1 1 (D Bill my account ® Pin as main cart Lock to prevem changes %'others Create carts with custom names, pin them, lock them and purchase them directly within OverDrive Marketplace The OverDrive Marketplace also features role -based access, so permissions can be set up for various patrons within the Marketplace to ensure only authorized individuals can purchase content, run reports, etc. Also available within the Marketplace are support features for libraries to help manage their digital collection. Under the Support tab, authorized staff can manage holds, return titles from a patron's account before end of the lending period, merge patron IDS, reset downloads, view the Marketplace Patron Guide, OverDrive Help, register for live webcasts, and contact OverDrive for technical support and invoicing support. Your dedicated OverDrive Team and contact information is also displayed so the library will always know who to contact for any OverDrive- related questions. Support [na-u.eYour Ow,DHw team 1ama„r i 0 Support tab within Marketplace allows for staff to run administrative features on the digital collection, as well as instantly view their OverDrive representatives to quickly get in touch for any issues that may arise The News tab within Marketplace will keep customers informed on any planned maintenance, new blog posts, social media features, etc. OverDrive's News tab in the Marketplace keeps customers up-to-date on all things OverDrive, including sales and planned maintenance In the Best of Marketplace, under the Featured tab, OverDrive offers recommended lists of premium content in Marketplace and money -saving offers on titles from our leading catalog of publishers, such as highlighted lists, staff picks, and seasonal title lists to highlight titles that selectors may want to add to its current collection. Reporting OverDrive offers 24/7/365 reporting capabilities within the OverDrive Marketplace that can be exported via CSV format for use within Excel. OverDrive Marketplace offers numerous tools for staff and content selectors to utilize to ensure success of the digital collection, such as tracking circulations, holds, year-to-year expenditures, and popular titles. Using the available tools in the OverDrive Marketplace, libraries can run reports on the following items: • Merchandising Management: View all saved featured lists, used in Marketplace merchandizing. As needed, rename, edit or delete lists. • Collection Usage Reports: o Current Waiting List: View titles your users have on hold. o Circulation Activity: View One Copy/One User, Metered Access, and/or Simultaneous Use circulation data. o Project Gutenberg Activity: View circulation data for any Project Gutenberg titles that were not added to your collection as part of the Project Gutenberg Simultaneous Use plan. o Recommendations: If you're using RTL, at your OverDrive website, use this report to review your user's recommendations and convert recommended titles into a cart in one click. o Title Status and Usage: View details and circulation data for all titles in your collection. Includes One Copy/One User, Metered Access, Cost Per Circ, and/or Simultaneous Use titles. o Library Statistics Report: View an overview of your digital library, including overall and current checkouts, holds, and users. o Most Viewed Titles: See the 50 most -viewed titles (based on visits to titles' details pages) at your OverDrive website. 0 Purchases & Subscriptions: o Purchased Titles: View details for all titles purchased within a specific date range. Includes One Copy/One User and Metered Access titles. o Purchase Order History: View all purchase orders placed by library, including Holds Manager, RTL Manager, and Smart List purchases. o Content Credit Order History: View all content credit purchased. o Simultaneous Use Orders: View your library's Simultaneous Use subscriptions. o CPC Invoicing History: View past invoices for Cost Per Circ checkouts. o MARC Records Orders: View all MARC record orders to date. o Recalled Content: There may be occasions when purchased content is recalled (for example, if the digital rights for a title were incorrect). View details on recalled content, including titles, purchase details, and credits issued. • User Statistics: o Search Checkouts: Search your users' checkouts by barcode, title, or checkout ID. IF needed, reactivate download links. o New User Registration: View new user registration by day, month or branch. o User Traffic: View user traffic statistics, including active visits and page views. o Unique User Activity: View unique users' checkouts by day, month, and/or branches. • Website Statistics: o Top Referrer URLs: See how users are finding your site. View the top 50 referral URLs from which your users access your digital library. o Most Viewed Pages: See the 50 most -viewed pages at your OverDrive website. Digital Content Available from OverDrive English Language eBooks OverDrive strives to have the largest collection of eBooks available to libraries, from new bestsellers to well -loved backlist. OverDrive offers top publishers, including Penguin Random House, HarperCollins, Hachette, Macmillan, W.W. Norton, Simon & Schuster, Scribner, and more. In addition, through Smashwords, OverDrive can provide new, upcoming authors that self -publish. New York Times Bestsellers Adult Fiction and Nonfiction, updated weekly ODISH 'if 1ANET ', Fires Everywhere16 EV ANOViCH { I Ir I r r Hardcore Celeste N9 Tkdy-Four The Last Black Grant Little Fires Unicorn Ron-11r.1s,: �,�u, Everywhere Tiffany Haddish Celeste Ng (J (2017) In addition to the current bestsellers, OverDrive also offers access to the titles that patrons are going to be clamoring to read. Preorder purchasing by the library allows patrons to put those must -read titles on hold and lets libraries know how demand will run for the title. 00N0111,140 m ``y .... RGA MY • • + IERKINS ICK HARKAWA OING 11 CARNEGIE'S M A I D i �Mn RIE B E N E D I C T The Job of the Wasp Carnegie's Maid -ne Lost Plot Colin Winnette (2018) Marie Benedict (2018) Genevieve Cogmo, Our digital catalog includes titles for patrons of all ages, as we have extensive collections of eBooks for YA and Children. Wonder Wonder Series R. J. Polocio (Author) (2012) Thirteen Reasons Why 'ti; •cnun' ��wowun'b „ ANGiF TNOMAS THE HATE u GIVE �I ,z Harry Potter and the Cursed... Harry �crerSeries J. K. Rowling (Author) John Tiffany (Author) (2016) The Hate U Give Angie Thomas (Author) (2017) Titles are available for purchase in different lending models, as decided by publishers, and include One Copy/One User, Metered Access, Cost Per Circ, and Simultaneous Use. Also, many of these titles are available in Kindle format, in addition to EPUB and OverDrive Read. Spanish Laneuaee eBooks As a global company, OverDrive works with publishers from around the world to offer digital content in many different languages. OverDrive is concentrating on working with Spanish - language publishers and it has enabled us to provide libraries with a wide variety of content options, reflected in the over 77,000 Spanish eBook titles available for purchase in Marketplace, from publishers such as Penguin Random House Grupo Editorial Espana, Grupo Planeta, Harlequin, Pottermore, Roca Editorial de Libros , HarperCollins Iberica S.A., and more. Cien anos de soledad Alex Cross Uaonel oarua Marquez Alex Cross Series Iff (Author) Book12 (2014) James Patterson (Author) [�cr fe �o.o (2012) Origen (En espanol) N� ; _ Ready Player One We also offer Spanish -language read-alongs, a format which shows the words and pictures of a book, while reading the story to the patron. EDiMerceditas, c6mo �I t �D6nde est6 Juan creces! _dorxa? � Perol, el... Preescolar Series V Pre color Series Mar Pav6n (Author) 2' Alonso Nunez (Author) 40 Sara Polacios (Illustrator) ® :laudio Legnazzi (Illustrator) (2016) (2015) !Aver el mundo nos �� _ Al conejito le encanta vamos! ` escribir 1 - arr;;yor. i�arj leer F�rraJ �.� rar;: r j'•e yr Series Series f• Margaret Wise Brown (Author) F Peter Bently (Author) Christine Tappin (Illustrator) Deborah Melmon (Illustrator) (2016) 1' (2013) Titles for all age levels are included in our Spanish -language collection, including bi-lingual titles, and are sold in different access models One Copy/One User and Metered Access. We also have a dedicated librarian, Elissa Miller, formerly of DC Public Library, who works to ensure that our Spanish content is up-to-date and relevant to readers. English Language Audiobooks Audiobooks are OverDrive's fastest growing format, and with an ever growing catalog of titles, they will continue to grow in popularity. With access to the top Audiobook publishers, such as Books on Tape, Blackstone Audio, Tantor Media, Simon & Schuster, Recorded Books, HarperCollins, AudioGO and more, there is something for everyone to enjoy. Into the Water Laura Aikman (Narrator) (2017) Before We Were Yours ,,so ',ingate (Authurj Emily Rankin (Narrator) (2017) Little Fires Everywhere Jennifer Lim (Norrator (2017) A Man Called Ove Freunk 3uc�j.ian kAuthor) George Newbern (Narrator) (2014) In addition to content for adults, we offer titles for readers of YA and Children's audiobooks, to round out any collection. Miss Peregrine's Home mrve e Turtles All the Way for... 19THE Down Mi" rereyline -fie, I�� �.lO(/�/t*k Junri ureen (Humor) Book 1 I# Kate Rudd (Narrator) Ransom Riggs (Author) J�'Iry (2017) Jesse Bernstein (Narrator) (2011) The Hammer of Thor The Magician's Nephew Magnus Chose and the Gc M The Chronicles of Nornio Series of Asgard Series BookI Book 2 C. S. Lewis (Author) Rick Riordan (Author) Kenneth Bronagh (Narrator) Kieran Culkin (Narrator) (2005) (2016) _ au. Along with One Copy/One User and Metered Access, we have Simultaneous Use plans for Audiobooks, including popular content from Blackstone Audio and Tantor Media. These are great to reduce holds and allow patrons to have unlimited access to the Audiobooks that they want, without having to wait and at a low, set price for the library. 1984 Pretty Girls George Orwell (Author) KARIN Karin Slougnter (Author) Simon Prebble (Narrator) SLAUGHTER Kathleen Early (Narrator) (2007) PRETTY (2015) The Life -Changing Orange Is the New Magic of...Black �,utho roan (Author) Emily Woo Zeller (Narrator) Cassandro Campbell 1011 Narrator) \! � 2012) Titles are available to borrow in MP3 and OverDrive Listen formats, and can be downloaded to devices or streamed for convenience. Spanish Laneuaee Audiobooks Audiobook popularity is not just limited to English language titles, as OverDrive also has an extensive collection of Spanish language audiobooks, over 2,000 titles, that is growing along with patrons desire to access this content from their libraries. Major publishers include Audiomol, Editorial Fonolibros, Recorded Books, Sonolibro, Penguin Random House Grupo Editorial, S.A.U, and Harper Collins Espanol. 1984 0 �" La Casa en Mango George Orwell (Author) I cauP0 Street Arturo Lopez (Narrator) Mango street Sanaro Cisneros (Autnor) (2015) Liliona Valenzuelo (Narrator) (2005) Cien anos de soledad ' ! La casa de los espiritus Garcia Mar Author) Javiera Gazitua (Narrator) 3ustavo Bonfigli (Narrator) (2014) '2015) ALLIENDE Ln cns.� ue LOS ESPIRITUS Our Audiobook content includes popular titles that are translations of English -language bestsellers and original Spanish -language content. Como agua para El Zahir chocolate YareliArismendi (Narrator) (2015) aflame Ines del Alma Mia �l El Codigo Do Vinci Streaming Video in Multiole Languages OverDrive offers nearly 30,000 streaming video titles for patrons to stream to their devices and enjoy. We have titles from such publishers as Weston Woods, Dreamscape Media, Live Oak Media, The Great Courses, Virgil Films, Music Box Films, Cindeigm, PBS, Selectmedia Entertainment, Magnolia Pictures, and more. We also have Streaming Video titles in many other languages, including Spanish, Korean, Chinese, French, and Japanese. Our collections of beloved children's titles are some of our most popular for those young and young at heart. The True Story of the Knuffle Bunny Q _ Mari Winsor's Lower Rodney Yee's Core TRIESMOF 1., Three... '.. Body... Centered... TOUTTLE PILATES :.rsor. lower Body - rare Centered Plates Series 3a genes y y Remy Goam (Director) Goiam (Director) Mari Wnsar (Actor) Rodney Yee (Acts) (2012) (2072) There Was an Old Lady Harold And The Purple The FIRM: Cardio Lower Body Cardio Who... Crayon Dance Club Toning Tanja v^jaevic (Acton �� nn1a1 Some of our other best circulating collections are those of our instructional and exercise videos, allowing patrons to learn new skills and find greater health. Additional Foreign Language Content OverDrive is committed to offering a wide breadth of content in languages other than English, as we currently offer content in over 70 languages. As we expand globally, we have had more opportunity to work with publishers around the globe to sell their content in Marketplace. We offer content in most of the major world languages, with large collections of Spanish, German, Chinese, Japanese, French, and Russian. We also want to represent these collections to as many readers as possible, so we have many languages in both eBook and Audiobook format, and have customizable marketing kits available to libraries to advertise their languages other than English collections. EXHIBIT B COMPENSATION Order Form OverDrive, OverDriveO Digital Library Reserve Order Form Library Information Name of Library: Santa Ana Public Library Address: 26 Civic Center Plaza, M-75 City, State/Province, Postal Code: Santa Ana, CA 92701 Country: USA Primary Contact Name: Lynn Nguyen Title: Principal Librarian Telephone: (714) 647-5259 Email: LNguyen@santa-ana.org Accounting Contact (all invoices will be emailed to the contact listed below): Name: Maria Castro Title: Senior Management Analyst Telephone: (714) 647-5269 Email: mcastro5@santa-ana.org Bill To Address: 26 Civic Center Plaza, M-75 City, State/Province, Postal Code: Santa Ana, CA 92701 Country: USA Term Schedule Annual Fee (USD) November 1, 2023 through June 30, 2024 $ 70,000 (includes $6,000 platform fee, $56,000 allocated for the purchase of Digital Content, $5,000 for an annual subscription to OverDrive's magazine subscription service, and $3,000 allocated to Library's Reserved content credit for SVOD and Universal Class). For the avoidance of doubt, OverDrive will invoice only the $25,000 One -Time Content Credit Deposit for the Term, November 1, 2023 through June 30, 2024, if Library paid OverDrive the $70,000 Annual Fee, due for this Term, prior to execution of this OverDrive Digital Library Reserve Order Form. July 1, 2024 through June 30, 2025 $ 95,000 (includes $6,000 platform fee, $81,000 allocated for the purchase of Digital Content, $5,000 for an annual subscription to OverDrive's magazine subscription service, and $3,000 allocated to Library's Reserved content credit for SVOD and Universal Class). July 1, 2025 through June 30, 2026 $ 95,000 (includes $6,000 platform fee, $81,000 allocated for the purchase of Digital Content, $5,000 for an annual subscription to OverDrive's magazine subscription service, and $3,000 allocated to Library's Reserved content credit for SVOD and Universal Class). In addition to the Annual Fee, Library requests to be invoiced in the amount of $ 25,000 (USD) ("One -Time Content Credit Deposit") to be put on deposit with OverDrive for future Digital Content purchases. This One -Time Content Credit Deposit will be invoiced on November 1, 2023. • All payments due to OverDrive under this Agreement are due within thirty (30) days of presentation of invoice. ❑OverDrive sends emails about promotions, new products and services. By checking this box, you consent to receiving OverDrive's communications and promotional emails to your Primary Contact email address. These emails also include an easy method to manage your subscription(s), including unsubscribing to future emails. @2023 OverDrive, Inc. • One OverDrive Way • Cleveland, OH 44125 • P: +1 216-573-6886 • F: +1 216-573-6889 Page 1 of 2 OverDrive Terms and Conditions: The Initial Term of this Agreement shall be for thirty-two (32) months, commencing on November 1, 2023. OverDrive and Library may renew this Agreement, following the Initial Term, for two (2) additional one (1) year terms upon mutual written agreement. OverDrive Digital Library Reserve is licensed pursuant to the OverDrive Digital Library Reserve Access Agreement, available at http://www.overdrive.com/dlr-aa.pdf, the terms of which are incorporated herein and may be modified from time to time. OverDrive agrees and understands that continuation of this Agreement is contingent upon the Library obtaining available funding for these services. Should funding not become available, the Agreement is subject to termination as detailed in Section 3.2 of the OverDrive Digital Library Reserve Access Agreement. Upon OverDrive's receipt of this signed OverDrive Digital Library Reserve Order Form, this OverDrive Digital Library Reserve Order Form shall supersede and replace the Agreement to Provide an eBook Content Platform for the Santa Ana Public Library Collection entered into by and between the parties on the 1St day of February 2021. Acknowledgement and Acceptance: On behalf of my Library, I represent and warrant that I have the authority to enter into this Agreement and my signature below indicates my Library's agreement and acceptance of the OverDrive Digital Library Reserve Access Agreement. By (signature) Title Name (Print) Date ©2023 OverDrive, Inc. • One OverDrive Way • Cleveland, OH 44125 • P: +1 216-573-6886 • F: +1 216-573-6889 Page 2 of 2 Overdrive Agreement Final Audit Report 2023-10-02 Created: 2023-10-02 By: Ella Sepulveda (msepulveda@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAANYDY-INCKacblgkDGpKgbYKpFvVdVdID "Overdrive Agreement" History Document created by Ella Sepulveda (msepulveda@santa-ana.org) 2023-10-02 - 2:38:15 PM GMT Document emailed to Brian Sternberg (bsternberg@santa-ana.org) for signature 2023-10-02 - 2:39:19 PM GMT Email viewed by Brian Sternberg (bsternberg@santa-ana.org) 2023-10-02 - 2:46:27 PM GMT dp Document e-signed by Brian Sternberg (bsternberg@santa-ana.org) Signature Date: 2023-10-02 - 2:50:02 PM GMT - Time Source: server Agreement completed. 2023-10-02 - 2:50:02 PM GMT a Adobe Acrobat Sign SANTIAG_O LI ARY SYSTEM c/o SCLC 222 E. Harvard St., Glendale, CA 91205 (626) 283-5949 • Fax (626) 283-5949 August 2, 2023 Dear Brian Sternberg: As a member of the Santiago Library System, Santa Ana Public Library receives funding from the California State Library's California Library Services Act for its cooperative efforts. Per previous correspondence, Santa Ana Public Library had indicated that this funding would be applied to Overdrive. Enclosed please find a check in the amount of $16,639.00 to be applied to Overdrive. Please reach out to Andy Beck, Controller for the Inland Library System, at abeckCq�socallibra ries.org or (626) 427-3417 should you have any questions. Thank you, Christine Powers Executive Director Santiago Library System