Intota Training:
Discuss and recommend training topics to be covered in 2.5 day training at Columbia
Intota Onsite Library Training – E-Resource Management Working Session
Brief Description: Clients learn in-depth Intota ERM functionality and simultaneously begin populating Intota using their actual source data during this hands-on working session; enables clients to understand product functionality, begin populating ERM data and understand available resources to facilitate Intota implementation. Assumes clients fully complete prerequisites.
Prerequisites
| à Introduction to Intota Webinar – 75 minutes à Populated Intota instance with Tracked/Subscribed E-Resources à Library gathers source data in advance: Licenses, Contacts, Cost/Payments, Renewals information |
DAY 1 |
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Intota ERM Working Session, Part 1
| à Review Collections, Contacts and Resource Renewals functionality/ workflows à Engage the staff in data population process using library source data - Should we come prepared with some un-entered data? New orders? Any that are not yet in KB? à Troubleshoot challenges, Q&A à Support Center Cases à Review technical documentation à Customizing Menu Settings, Alerts and Management Reports |
DAY 2
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Intota ERM Working Session, Part 2
| à Review License Administration and Cost/Payment functionality/workflows à Engage the staff in data population process using library source data à Troubleshoot challenges, Q&A à Review technical documentation à Customizing Menu Settings, Alerts and Management Reports à Introduce the ERM Data Planning Project Worksheet to assist clients with planning and continuing their ERM data population project à Post-Training Resources (Public Webinars; Office Hours, etc.) |
The other option give you more, but also costs more:
Intota Onsite Library Training – Introduction to Intota /Working Session Package
Brief Description: Initial 2 days offers high-level introductory training in lecture format to showcase product functionality and capability. Final 2 days is the hands-on working session to begin populating ERM source data into Intota. Assumes client fully completes prerequisites listed below.
- Note: This package is a combination of Packages 1 & 2.
- Duration: 4 days
- Cost: $2000/Day ($8000)
| à Populated Intota instance with Tracked/Subscribed E-Resources à Completed DRS Form and uploaded Counter reports in Intota à Library gathers source data in advance: Licenses, Contacts, Cost/Payments, Renewals information |
DAYS 1 - 2 |
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Introduction to Intota
| à Intota as shared vision of Management, Discovery and Assessment à ProQuest Support Center à Intota Login and Home Page Navigation à E-Resource Acquisition / KB Search à Tracking/Subscribing to databases |
Introduction to Intota ERM
| à Review the large 4 data repositories for data population and successful ERM workflows: Contacts, Resource Renewals, Cost/Payments and Licenses. à Review Library Accounts and Permissions for ERM functionality à Menu Settings, Notes and Custom Collections Overview |
Introduction to Counter/IA | à Training to enable clients to create meaningful Counter e-usage data reports and utilize it to assess their collections. à Project Counter (Release 4), SUSHI vs. Counter DRS Reports à Vendor Statistics Management (DRS Form) à Viewing uploaded reports on the Intota Counter Reports Page à Process for uploading non-Counter compliant usage data |
DAYS 3 - 4 |
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Intota ERM Working Sessions
| à Review License Administration and Cost/Payment functionality/workflows à Contacts and Resource Renewals functionality/workflows in Intota à Using Notes and Comments to track E-Resource information à Engage the staff in data population using library source data à Troubleshoot challenges, Q&A à Customizing Menu Settings, Alerts and Management Reports à Post-Training Resources (Public Webinars; Office Hours, etc.) |