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Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

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As collections become predominantly digital, the needs for managing and providing access to a library's holdings have changed. As a result, the management practices and workflows librarians employ must also evolve. ProQuest believes it's time for systems to transform by adopting a new model in library automation. Join Jane Burke, Michelle D'Couto and three Intota development partners as they discuss new functionality, as well as key findings from the implementation of this Library Services Platform.

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Page 1: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014
Page 2: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

INTRODUCING INTOTADiscovery, Management and Assessment for a Transformed Library

Page 3: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

It’s About Time…to Transform

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

have said faster horses.” HENRY FORD

“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

Page 4: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014
Page 5: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014
Page 6: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

A History of Transformation

2009We transformed…

DISCOVERY

We transformed…

ASSESSMENT

We transformed…

E-RESOURCE MANAGEMENT

2009

2013

2014

Page 7: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Intota Today

Manage

Unified management system

makes DDA easy

Fit as part of your total inventory

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

Page 8: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Pillars of Intota

Unified, Intelligent Workflows

Comprehensive Knowledgebase

Complete Collection Assessment

Industry-Leading Discovery & Linking

Page 9: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

An Authoritative Knowledgebase

Page 10: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Unified Workflows Defined

Same application to manage all collections• Web-based• Easy to train• Staffing flexibility• Unify technical services

Automate workflows• Through detailed profiles• Decision support engine

Page 11: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

ERM: Reimagined

Better use of your time and collection budget!

Discover resources fast

Designed for you

Integration with Discovery & Assessment

Reduced manual effort

Advanced DDA& ebook support

Page 12: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

E-resource Functionality

Resource Management License management Complete e-resource management Contacts management Subscriptions and renewals Cost and fund code tracking Resource history and notes Reporting and data services Import tools and efficient data entry support Advanced DDA support & integration with

EBL & ebrary

Assessment Overlap analysis Print and E comparisons and decision support E-resource usage statistics Cost-per-use Discovery Full text indexing Direct Linking Open URL A-Z list Foundations SaaS Integration Support and training

Page 13: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

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

Page 14: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

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

Page 15: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Study by Bukkyo University, Japan

Page 16: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Assessment• Collection assessment capabilities

– For both monographs and serials– In both electronic and print formats

• Quantitative and qualitative analysis• Your library data plus our unique assets

Showcase the value of the

library

Simplifies Collection

Management

Calculate ROI

Page 17: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014
Page 18: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

A Fully Integrated Solution

Page 19: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Take advantage of flexible workflows to

reduce staff effort associated with

traditional and evolving purchasing models.

Acquisitions Description

Increase discoverability of holdings and

lower costs of cataloging by

leveraging existing metadata sources.

Fulfillment

Expedite patron access to research materials of

all types, through online delivery, local

circulation, or cooperative borrowing.

In 2015, we are going to transform library workflows in all key areas…

Next Steps of Transformation

Page 20: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014

Transform the economics of your technologyTransform how you deliver services to usersTransform the way you work

Our Goal: Transform Your Library

Page 21: Tales of Transformation – Learn from Real Experiences of Fellow Librarians with Jane Burke, Michelle D'Couto. ProQuest Day at ALA Annual 2014