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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.) |
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