The document provides procedures for staff to follow when checking out and checking in e-readers from the library. It includes steps to review policies with patrons, verify device functionality and contents, set device settings, record transaction information, and note any fees or damages. Device settings are also outlined for Nook, Kindle, and Sony e-readers, including wifi settings, account information, and checklist items to verify before each checkout. Procedures for loading digital titles from Overdrive and returning them are also detailed for each supported device type.

1. Checkout:
Staff Member Name: ______________________ Patron Barcode:_________________________________
 Give user copy of E-Reader policy and review guidelines
 Have User complete Borrower’s Agreement
 Get check for amount or credit card info (make copy of credit card)
 Confirmed user contact info in Workflows
 Verify e-reader is charged
 Complete e-reader settings checklist
 Verify e-reader is functional/No damage
 Make sure cover, USB cord & plug are included & undamaged
 Check out to patron
Check in:
Staff Member Name: ____________________________________________ Return Date: ___________
 E-reader returned to staff
 Verify e-reader is charged
 Complete e-reader settings checklist
 Note any discrepancies: ______________________________________________________
 Verify e-reader is functional/No damage
 Note condition: ____________________________________________________________
 Make sure cover, USB cord & plug are included & undamaged
 Note condition: ____________________________________________________________
 Clean screen w/ dry microfiber cloth
 fine/fee recorded (amt. _________) or paid (: __________) or N/A (circle)
 Discharge from patron’s card
 Return patron’s check or credit card information (unless they request we keep it for future checkouts)
 Return and Delete Overdrive book (if applicable)
ItemBarcode:___________________________________LastName:___________________________________DueDate:___________
E-Reader Lending
Staff Procedure

2. *NOOK 1st Edition WiFi Settings
 Library- My B&N Library or My Documents (Overdrive & user guides)
 Sort by Author
 Show all
 Not show archived items
 Settings- Check battery level. No SD card.
 Owner: CPL
 Account: cpl68601@gmail.com
 WiFi: Off (Airplane mode enabled)
 Device– purchase password enabled (says “Disable purchase
password protection”)
E-Reader Lending Fines/Fees
Overdue Fines $2.00 per day
Returned in the Drop: $25.00
NOOK (or comparable
item & accessories)
$130 Kindle (or comparable
item & accessories)
$150 Sony (or comparable
item & accessories)
$130
NOOK USB Cable $5 Kindle USB Cable $10 Sony USB Cable $5
NOOK Charger $5 Kindle Charger $20 Sony Charger $20
NOOK Case $25 Kindle Case $35 Sony Case $15
Bag Bag Bag
*Kindle Settings
Press Home
 Battery icon in top right corner (more than half full)
 Showing all items
 Sorted by Author
Press Menu, Settings
 Turn Wifi Off– Airplane mode should say “turn off”
 p. 1 Registered User: Jill Owens
 p. 3 Popular Highlights: should say “turn on”
 p. 3 Public Notes: should say “turn on”
 p. 3 Annotations Backup: should say “turn on”
 Parental controls should be on
E-Reader Settings Checklists
*Sony Settings
 Orientation set to vertical
 No bookmarks
 No collections
 Battery more than half full

3. Loading Overdrive Books
NOOK 1st Edition WiFi
 Plug in NOOK
 Open Overdrive in Web browser on PC and choose an EPUB or PDF format title
 Checkout and download
 At bottom of web browser click arrow next to the download and choose “show in folder”
 Right click item in the folder that appears and choose “open with” then choose “Adobe digital
editions”
 Adobe Digital Editions will open
 Drag and drop item from Bookshelf to Nook (in left bar within Adobe Digital Editions)
 Eject NOOK once transfer is complete
To return book, open Adobe Digital Editions. Right click title and select “Return Borrowed Item”
Sony
 Plug In Sony
 Open Overdrive in Web browser on PC and choose an EPUB or PDF format title
 Checkout and download
 At bottom of web browser click the download to open the Reader for PC program
 Approve the prompt to import to Reader library
 Select the item
 Click “copy to Reader” icon
Kindle
 Connect Kindle to WiFi
 Open Overdrive in Web browser on PC and choose a Kindle format
 Check out and click “get for Kindle”
 Amazon.com will open automatically in a web browser
 Sign in if needed and click “get library book”
 Choose deliver to “CPL” and click continue
Unless the book is a Penguin title, in which case plug in the Kindle, drag and drop the downloaded book to
the Kindle using File Manager.
To return, open Amazon.com on web browser and choose “manage your Kindle”
Click “actions” and “return”
Then click “actions” and “delete”