Intota: User Guide

The Intota User Guide is an index to a variety of articles in the Support Center. The Intota platform also provides context-sensitive help through the Help links displayed on the top right of many pages in Intota.

If you need additional assistance, you can use the Find Topics search box above (it searches the complete full text of articles). Additional assistance is always available by using the More Sites menu near the top of this page or by calling us.

To read about a particular subject, select the title, and you will be taken to the document elsewhere in the Support Center that addresses that subject.

Introduction and Administrative Information

• My Intota

• User Accounts and Permissions, Change Account Password

  • Changing Permissions

• Library Settings

  • Proxy Setup

  • Preview and Test a Title's URL

Resource Management

• Working with your Search Results

• Adding Databases to your Profile

  • Including Select Titles Within a Database

• Removing Databases from your Intota Profile

• Offline Date and Status Editor (ODSE) for bulk uploading of holdings changes

  • ODSE: Upload Errors

  • ODSE: Record-Matching Logic

  • Matching Provider Title List with Intota Title List

• Adding Specific E-Journals and E-Books to your Profile

• Valid Date Formats

• Split Coverage Dates for Database or Title

• Public Notes and Location Notes

  • Adding a Note to a Journal Holding within a Database

  • Adding a Note to a Journal Authority Record

  • Displaying Notes in 360 Link Results

• Resource Details Pages

  • Provider Details Page

  • Collection Details Page

    • Working with Collections

    • Attaching a Resource to a Collection

• Database Details Page

  • Databases that Require Custom Configurations

  • Including Select Titles Within a Database

  • Database Not Selectable

  • Database Status

    • Changing a Database Status

    • Resource Status versus visibility in Various Services

    • Changing a Resource Display

• Title Details Page

  • Title Identifiers in Title Metadata

• Holding Details Page

  • Adding a Public Note to a Journal Holding

• Administration and Renewal Details for your Resources

  • Renewal Checklist

• Automated Holdings Management

• Knowledgebase Notifications

• View Recent Updates Made to your Profile

• Including Your Library's Resources Not Trackable in the Knowledgebase

  • Using a Library-Specific Holdings Database

• Best Practices

  • Data Optimization Checklist for Discovery Services

    • Data Optimization - Review Database and Title Selections

    • Data Optimization - Refine Database Settings

    • Data Optimization - Configure Library Settings and External Tools

    • Data Optimization - Stay Informed and Get Help

• Overlap Analysis

• Manager library functions

  • Viewing Member Libraries

  • Resource Sharing Page: Sharing Databases and License Information with a Member Library

  • Sharing and Inheritance Report

• Member library functions

  • Viewing Manager Libraries

  • Resource Inheritance Page: Adding Databases and License Information Provided by a Manager Library

    • Includes how to set up email notification when a resource has been shared with your library

• Working with Inherited Resources

• Providing Consortium-Inherited Resources to Library Patrons

• Duplicate Resources Inherited from a Consortium

• Timeframe for Uploading COUNTER Reports

• Data Retrieval Service (DRS): Status Report

• Data Retrieval Service (DRS): Provider Updates

• Data Retrieval Service (DRS): Same Data from Both Vendors and Hosting Platforms

• Data Retrieval Service (DRS) and Providers Requiring Two-Factor Authentication

• Retrieving Usage Statistics from a Provider (Vendor)

• Supported Project COUNTER Compliant Usage Statistics Reports

• Viewing, Uploading, and Deleting Usage Reports

  • Manually Uploading Reports

    • Format for Uploading Usage Data Spreadsheets

• Viewing COUNTER Report Data

• Editing/Removing Duplicate Titles from Uploaded SUSHI Reports

• Print Usage Data

  • Uploading ILS Data

• Analyze your Collection

  • Reports

    • Overview of Available Reports

      • 360 COUNTER Reports

        • Books

        • Journals

        • Databases

        • Accreditation

• Library Reports

  • Books

    • Non-transactional Circulation Data

• Deselection Reports

• Peer Analysis

• Using the Functionality in your 360 COUNTER and Library Reports

• Schedule a Report for Automated Delivery

• Build Your Own eResource Usage Report

  • Schedule a Custom, Built From Scratch Report for Automated Delivery

• Cost and Usage Data Upload Schedule

• 360 Usage Statistics (Reports for analyzing use of your collection through ProQuest 360 discovery tools)

• Summon: Linking to Results

• Summon: Administration Console: User Guide

• Summon: Search Boxes and Search Widgets

• See Summon User Guide for comprehensive webscale discovery information

• Setting Up Linking Targets

  • Target Setup Guide for CSA Sage, Factiva, Gale, Get It Now (Copyright Clearance Center), OCLC, and NewsBank

• See 360 Link: User Guide for comprehensive link resolver information

Additional Help Resources