PROQUEST WORKFLOW SOLUTIONSJIBS - Make do and mend: alternative routes to informationJULY 22nd

Phill HallSenior SpecialistProQuest Workflow SolutionsUK and Ireland

Make do and mend – making changes centrally

Easier e-resource management

To work with KB+

Help with PDA

Customizable Discovery

Better linking

Make do and mend – making changes centrally

Discovery, Management and Assessment for a Transformed Library

INTOTA™

Your Library Systems: More Than Just Your LMS

Catalogue / Summon for the Library User

Book / Ebook / Journal Management

Excel Spreadsheets

Manual Processes

Data Transfers

It’s Time to Transform

Print librarians have the catalogue e-resource librarians have Intota

“If I had asked people what they wanted, they would

have said faster horses.” HENRY FORD

Address today’s biggest challengeso Electronic resource

workflowo System maintenanceo Assessment

Deploy your systems as workflows change

KnowledgeBase Underpins Workflow

Centralised KnowledgeBase

Single point of change

Authority Records

Daily Improvements

We do the heavy lifting

Pivotal for API builds

New Knowledgebase Development

Some data fits snugly together

The Knowledgebase delivers a unified experience

Power of the Knowledgebase

Authority Title

An Authoritative Knowledgebase

KB+ DATA

KB+ Licences

An Authoritative Knowledgebase

KB+ DATA

o Bowker: Over 150 yearso Ulrich’s: Over 75 yearso KnowledgeWorks: Over 13 yearso Resource Manager Licence Bank: Over 5 yearso Summon index: Over 5 yearso KB+ import: ingesting for over a year

– Launching automatic data transfero Worlds largest ebook provider

– DDA with automated holdings update!

Our Current KnowledgeBases

KnowledgeBase Underpins Workflow

ERM: Reimagined – your workflows

Better use of your time and collection budget!

Discover resources fast

Designed for youIntegration with Discovery & Assessment

Reduced manual effort

Advanced DDA& ebook support

Customisable e-resource workflows

Licences pre-populated

ProQuest Confidential

Management of consortia/multi sites

ERM & Discovery United – through APIs

Make do and mend – making changes centrally

Easier e-resource management

To work with KB+

Help with PDA

Customizable Discovery

Better linking

Help with PDA

Create DDA list

Run duplicates check

Download Vendor MARC

(1-3 days)

MARC edit

(1 day)

MARC upload

(many days)‘10,000 per day’

ILS MARC Download

Discovery upload

(‘overnight’)

Title (MARC) available

‘Discoverable’

Title used and triggered

Vendor Purchase title Report (delay)

Alter purchased title MARC status

Rolling changes / batch changes

(‘someone’s time)

New titles in collection

Funds expireScript on ILS to supress

‘unpurchased’

Advanced DDA MARC Management

Create DDA List

• Duplicates auto-removed using knowledgebase

• Automated Holdings

• Summon full text

Titles Used and Triggered

• DDA vendor updates Intota

• Status changed

• Title automatically added collection

Titles Auto- purchased

• Ebook license in ERM

DDA Management in Intota

Funds Expire

• Easy turn off visibility in ERM

ProQuest Confidential

View & Manage DDA Inventory

ProQuest Confidential

Intota™ Integrated Solution

Discovery: Summon + 360 Link

Connect with users: Deliver a compelling

starting place for research

More contentMost comprehensive

Over 1 billion items indexed

Increase usage and improve ROI across collections

Easily customize your interface and full-featured API

Discovery: Summon + 360 Link

Discovery: Summon + 360 Link

api.summon.serialssolutions.com

04/08/2023 34

Indexed Enhanced Direct Linking (IEDL)

• Always the most reliable link

• One-click access to content• Sources prioritized by

library• Options to try alternate

sources to improve success• Custom links lead to library

help and other services

Summon IEDLLinks

OpenURL-based Linkers

OpenURL-based Linkers300+ resources covering 5,200 databases

Knowledgebase

Rights Management

Combining IEDL + OpenURL ensures the most direct & reliable links for end-users

Manage

Unified management system makes DDA easy

Fit as part of your total inventory

Evidence Based Acquisition Workflows

Discover

Minimal time and effort to make discoverable

Offer the best discovery experience

Assess

Evaluate for profiling and purchase decisions

Easily demonstrate ROI of programs and show success

Intota Summer Release – Migration plan

Current customers

Your data is already available in Intota

Questions?