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Calibre: E-book Management & Lending

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At a Glance

Replaces OverDrive
Setup Time 2-4 weeks
Skill Level Intermediate
Cost Free
Maturity Stable
Community Large & Active

Key Features

E-book Management

Organize and manage your digital collection with powerful cataloging, metadata editing, and organization tools.

Format Support

Support for all major e-book formats including EPUB, MOBI, PDF, AZW3, and 40+ other formats with automatic conversion.

Lending Circulation

Manage lending policies, checkout periods, holds, and reservations with configurable circulation rules.

Patron Interface

Customizable patron-facing interface for browsing, searching, and borrowing digital materials.

OPDS Support

OPDS (Open Publication Distribution System) compliant for seamless integration with e-readers and reading apps.

Self-Hosted

Full control over your data and infrastructure. Run on your own servers with no subscription or vendor dependency.

Setup Guide

  1. Assess Your Current State: Audit your existing e-book collection in OverDrive. Document metadata, lending policies, circulation data, and patron preferences. Export available reports to understand collection size and lending patterns.
  2. Plan Infrastructure: Determine server requirements (CPU, RAM, storage based on collection size). Choose between cloud hosting or on-premises. Plan for backups, disaster recovery, and bandwidth for patron access.
  3. Install and Configure Calibre: Deploy Calibre on your chosen infrastructure. Configure metadata sources, integrate with your library catalog, and set up OPDS endpoints for patron discovery.
  4. Migrate Content: Import your digital collection from OverDrive, including metadata, cover images, and lending records. Validate all formats convert correctly and test lending workflows.
  5. Staff Training: Train circulation staff on content management, patron lending management, and troubleshooting. Develop documentation for common tasks and escalation procedures.
  6. Pilot Testing: Launch with a small collection and limited patron access. Gather feedback on lending experience, performance, and usability. Refine configurations based on testing results.
  7. Full Launch: Migrate complete collection and enable for all patrons. Monitor system performance, error logs, and patron feedback. Establish support procedures for ongoing operations.

Resources & Links

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