Changes to Intota?

  • Vendor Statistics Management
    • better usability for the "additional statistics metadata" and the DRS form
    • Cannot find Vendor Statistics Management from a provider or database record.
  • Adding Public Note - Convoluted procedure for adding a public note to a title within a database with "All Titles" selected
    • The directions in Intota on adding a public note to a title have become very complicated --
      https://proquestsupport.force.com/portal/apex/homepage?id=kA0400000004KnmCAE&l=en_US
      If you are tracking all titles in a database, apparently you now have to go to the database level, select "only selected titles" under title coverage, go back to the journal, put in the public note, then go back to the database and put it back to "all titles" under title coverage.
  • Contact list is truncated in the Attach Contact, Choose a Contact box.  Stops in last name=C for Cornell and F for Columbia.  Probably still a problem in the Attach License pop-up form (at least for Columbia).
  • Indication of the last edit date(s) for records and who last edited it (not more information than is in history, but putting the most recent info at the point of need) - Database or Title level
  • Keep search type sticky - i.e. If last search was ebook title search, leave it that way. 
  • Knowledgebase Updates when a database changes from having titles to being zero title.  If we miss the KB notification, our data gets lost.

 

Ivies plus E-Resources

What do we want to have conversations about?

  • Big Deals and Buy-it-alls - evaluation, implications for leaving, what do you have left?
  • Ebook front lists -
  • Staffing and processes
  • Focus on "Big Library" issues

 

 

 

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4 Comments

  1. Rebecca M. Utz

    Consider keyboard commands - Currently if you tab it takes between 13-15 tabs to open a database from search results.  Once you are in the resource record, it is 16 tabs to get to the Edit button. You can not change the type of search by tabbing- it skips from "admin" to the search box.

  2. Sally J. Lockwood

    As it relates to the selector "view only" login:

    The "Counter" permission set to "view/edit" allows the selector to edit the Vendor Statistics Management forms.  Please do not allow this!  The "view/edit" setting is needed so the selector can get to the custom reporting area (Build Your Own Report that Jeremy and I will present to Selector Continuing Ed. in the Fall). 

    "Data Management" permission is set to "view" and this inadvertently blocks access to "Overlap Analysis" that Jeremy and I will also present to Selector Continuing Ed. in the Fall.  If the permission is set to "view/edit" to enable access to Overlap Analysis, the selector login also allows editing in the Provider and Database fields, and I believe the Contacts fields too.  Please only allow access to Overlap Analysis! 

    On 7/27/16 I submitted case 02111350 to ProQuest to fix this and Jack Boettcher asked product management for feedback on my request. 

  3. Sally J. Lockwood

    Contact list is truncated in the Attach Contact: in addition the contacts seem to be sorted in a bizarre, non-alphabetical way.

  4. Liisa S. Mobley

    Heather was not able to comment, so I am posting on her behalf:

     

        Title-level notes: there's no title-level analogue to the database-level "Long database description", where we keep our notes. I pointed out to Intota that it has a character limit (which I wish it wouldn't); Intota pointed out to me that there is another notes field down in the Admin section, "Internal Resource Note", which they think has more characters; but actually when you try to enter a note in there and hit "Save", the note is not saved at all.

        When ProQuest automatedly updates our title holdings in the ebrary database, its simultaneous user model is displayed in Intota. Does that also get imported into the License API data, so that we don't need to attach specific "X-users" licenses title-by-title in order for the API to pull that information?

        Related to the above, I was going to check the License data myself by downloading the corresponding Management Report, but actually that whole "Management Report" page doesn't seem to be working. It won't generate any of the reports I've been clicking.

        Would like to be able to push a button to download an individual title's MARC record, so that we can use that MARC record to attach a PO to, at the moment we firm order; that would really help with getting the dbcodes on firm-order records, and with being able to use 360 MARC in general even if we need a PO immediately.

        It would be nice if each user could customize their home screen (or at least part of it), so the links that person needs most often are right there on the front page, and the ones they want to ignore are less prominent (or just further down the page). Or if useful functions could have widgets you could put on that page. For example, I would like to see a "Knowledge Notifications" widget that just SHOWS me what's new without me having to remember to click the link and look it up; ebk firm orderers could use a Databases widget customized to only display the databases that they manually activate ebooks in, so they can get to them faster and also not track ebooks in a similarly-named but incorrect database; it might be useful to have some way to tag Active Troublemaker databases and keep them in a little widget on the front page, possibly with a note that describes what they're being problematic about this time. (I wouldn't want to do that for ever little error, but for things like "ACS has been blocking the proxy on and off for a week", or "This ebook migration is NOT happening the way we expected it to" - large, ongoing issues, especially recurring ones that show up on LIBIT year after year.) Or a widget linked to the ProQuest Support Center, where you can see the status of your tickets, or monitor certain ones, or attach them to the relevant database.

        Search results are still cluttered with duplicates.