Intota -
Jesse - draft proposal - should this be separate for each of us, or a 2CUL proposal?
Training options -
- On-site or web based? - PQ is currently pushing for on site training at $2000/day. They have outlined 2 or 4 day versions. As regular users of SerSol products, we should have fairly specialized training. Do we need on site?
Issues - License list still very slow to load
here is the generic description of the two day session:
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 |
|
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 à Troubleshoot challenges, Q&A à Support Center Cases à Review technical documentation à Customizing Menu Settings, Alerts and Management Reports |
DAY 2
|
|
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 |
|
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 |
|
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.) |
I can’t discount training, so it’s really just a decision of how much you want to spend. The $8000 would be great but we could get away with the $4000 one if need be.
Jesse, as we discussed (and as I discussed with Bob, Joyce) we would really like to get this paperwork done in July as the pricing has been out to you all for quite some time. To be honest, it’s last year’s pricing and this year’s has gone up.
I am going to resend the original emails that I sent to you both about the pricing and how its handled so you have it at the top of your inbox. Then as soon as you tell me which training you want, I will complete the order form and send it to all for signature.
Thanks
Kate