Intota: Training Webinars

What training sessions do you offer on using and customizing Intota?

If you are getting started with Intota, welcome to Intota! See the recommended getting started training here.

If you are an existing Intota user, you may find these webinars helpful. Click Watch now for the recorded webinar. Click Presentation Slides for a printable PDF of the slides, which you can use to follow along.

Although the training was recorded in the past, Intota has not changed significantly since then. Therefore, the contents of the training continue to be useful.

  • Adding Costs to E-Resources in Intota

    36 minutes

    This session is for Intota (ERM) customers who want to learn or refresh their training on how to add costs manually to Intota. We will also discuss how to use the Cost Data Uploader to add costs in bulk to your e-resources.

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  • Custom Reports Part 1 of 2: Build Your Own Custom Reports in Intota Assessment

    31 minutes

    Learn the very basic fundamentals of building a "Custom" report in Intota Assessment using the Build Your Own Reports tool. You'll leave with a simplified, foundational understanding of the workflows required to build and save a custom Counter report.

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  • Custom Reports Part 2 of 2: Using an Agent to Schedule a Custom Report in Intota Assessment

    21 minutes

    Part 2 of 2. Learn basic navigation and workflows around the Schedule Agent in the Build Your Own Reports tool in Intota Assessment. An Agent allows you to schedule and distribute a custom report to designated recipients at specific intervals. Strongly recommended that participants attend Part 1 -Build Your Own Custom Reports in IA - before registering for this webinar.

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  • Viewing 360 Counter Reports in Intota Assessment

    42 minutes

    Revisit the basics of administering your 360 Counter reports and how to generate your Counter usage reports in the Intota Assessment reporting interface.

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  • Data Optimization for Discovery Services (Intota)

    59 minutes

    ProQuest's discovery services (Summon, 360 Link, E-Journal Portal, and 360 MARC Updates) rely on accurate subscription information and library settings in Intota. This session will help you ensure the databases and settings in Intota are properly configured to provide a positive discovery and full-text linking experience for your users.

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  • Interlibrary Shared Resources in Intota

    26 minutes

    Check out the new Interlibrary Shared Resources functionality, enabling Manager (parent) libraries to share e-resources (Databases) and Licenses to it's Member libraries. Member libraries may inherit those databases and make them available for discovery.

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  • Introduction to Intota

    1 hour 13 minutes

    Introductory overview of Intota as a shared vision of Management, Discovery and Assessment. Essential navigation and functionality in Intota is demonstrated, including Knowledgebase searching capability, e-Resource acquisition workflows and database subscription, and resource details pages.

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