Implementation Team Update

On May 15, 2015, Intota v.1 (Summon, Intota Assessment, and Intota ERM) officially moved from implementation status to support. These three phases are now in production for CLIC libraries.

Later this year, the Implementation Team will begin a new implementation process for Intota v.2.

Please see your Implementation Team representative if you have questions.

May 4 Implementation Team Update

In their May 4th meeting, the Implementation Team reviewed ProQuest's Acceptance Criteria form and discussed libraries' testing to date. The Team will continue its review on May 18, including a discussion with ProQuest about mapping data for Intota Assessment.

Last month, the Team, the CLIC Board, and IT staff met with Jed Gilmore and Ashley DeHaye of ProQuest to begin discussion of Intota and campus systems. A meeting with ProQuest and CLIC member library staff will be scheduled later this year.

Please see your Implementation Team representative if you have questions.

CLIC Implementation Team Update, March 2, 2015

Did March come in like a lion or a lamb this year? The I-Team breezed into March with a discussion of ongoing support for Intota V.1 as we prepare for migration to Intota V.2.

"Male Lion on Rock" by wwarby - http://www.flickr.com/photos/wwarby/2404546005/in/set-72157604481020220/. Licensed under CC BY 2.0 via Wikimedia Commons - http://commons.wikimedia.org/wiki/File:Male_Lion_on_Rock.jpg#mediaviewer/File:Male_Lion_on_Rock.jpg

ProQuest is moving CLIC's I-Team from implementation to support for Intota V.1: Summon, Intota Assessment, and Intota ERM. With V.1 in place, the Team will be meeting less frequently, until later this year when we begin pre-migration implementation for V.2: description, fulfillment, and acquisitions. Our expected migration date is Spring 2016.

Please see your Implementation Team representative if you have questions.

Implementation Team Update - ERM Training

Last week, the Implementation Team met with ProQuest trainers Scott Shull and Donna Boecker to learn about Intota ERM. 

During the two-day training sessions, staff from CLIC libraries also had a chance to share enhancement requests and other concerns with the trainers. Later this week, the Implementation Team and CLIC Board will meet with ProQuest management for updates on Intota product development and enhancements.

For more photos, see CLIC's Facebook page.

Implementation Team Groundhog Day Update

Photo by Gilles Gonthier, CC License 2012.

ProQuest conducted two Intota Assessment training webinars in January. To view recordings of the training sessions, please contact your Implementation Team representative for the URLs and passwords.

Subject to review and approval of the ASAs, the Implementation Team set the quarterly schedule for complete loads as follows:

Summon: February, May, August, November

Intota Assessment: January, April, July, October

Please see your Implementation Team representative if you have questions.

Academic Institutions Select ProQuest Intota

CLIC libraries are mentioned in ProQuest's January 28 press release:

Academic Institutions Select ProQuest Intota for Transformative Library Management Capabilities and Industry-Leading User Experience

According to the news item, there has been significant adoption of Intota over the past six months, with more than 35 academic libraries now on board. This is great news, and CLIC's Implementation Team is pleased to welcome new libraries into the fold!

Happy New Year!

It's a new year, and the Implementation Team is back at work again after a well-deserved break. 

Highlights from today's meeting:

Summon. The re-indexing in complete, and Team reps will review their production databases this week.

Intota Assessment Training. ProQuest will provide Intota Assessment webinar training in January.  The webinars will also be recorded for later viewing by CLIC library staff. 


Intota Training. We are in the process of scheduling on-site "train-the-trainer" ERM workshops in early February for the Implementation Team and select staff. Please see your Implementation Team representative if you have questions about training.

Implementation Team Celebrates One-Year Milestone

In December 2013, the newly-appointed Implementation Team assembled to work on their first project: the deliverables section of the license. Today, the Team celebrated their one-year anniversary.

Seated: Greg Argo, Jon Neilson, Ruth Dukelow, Mike Bloomberg, Dani Roach, Rhonda Gilbraith. Standing: Nate Farley, Steve Waage, Amy Shaw.

The Team has accomplished a great deal in the past year:
~Completed license agreement with ProQuest.
~Hosted kick-off event to introduce library staff to Summon and Intota.
~Worked with catalogers to map CLICnet database to Summon.
~Transitioned member libraries to Summon 2.0.
~Hosted ProQuest training sessions (live and online).
~Set up the ERM component of Intota.
~Loaded member library data into Intota Assessment.

In the coming year, the Implementation Team looks forward to hosting more training and to beginning work on our migration to the remaining Intota components.

Implementation Team Update, December 1, 2014

Summon 2.0
Testing of the fix to the duplicate records issue is now complete, and ProQuest will begin loading our revised data into Summon this week.  Users should see improvements in Summon searches by the end of next week.

Intota Assessment (IA)
ProQuest has completed loading data for Augsburg, Bethel, and Concordia into IA. Over the next few weeks, data for the remaining libraries will be loaded and tested. We expect to schedule IA training in early 2015 after all data is loaded successfully.

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative.

Implementation Team Update, Nov. 17

Intota ERM Training. ProQuest would like to schedule ERM training for CLIC member library staffs soon. This training will be done via webinar. Your Implementation Team representative will advise you when the training is scheduled.

Summon 2.0.  ProQuest and the Implementation Team are completing testing of the data fixes this week and next week. You should see improvements in the Summon search results in early December.

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative.

Implementation Team update, November 3, 2014

Implementation Team update, November 3, 2014

Summon. A duplicates fix will be implemented next week to improve the display of results in Summon. 

Intota Client Center. ProQuest is installing an SQL upgrade at the end of November which will reduce the slowness problem in the client center. 

CONTENTdm Collections in Summon. The Implementation Team has begun discussions with ProQuest regarding the addition of CLIC’s CONTENTdm collections to Summon. 

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative.

Implementation Team Update, Oct. 20

The CLIC Implementation Team met today and reviewed the results of testing Intota Assessment and Summon data loads.

Intota Assessment. We expect data from all CLIC libraries to be loaded by end of November. After data is loaded successfully, we will schedule Assessment training (most likely in January).

Summon. The Implementation Team is working with ProQuest to finalize a solution to the duplicates issue which involves some changes to the Locations filter.

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative.

Implementation Team Update, October 6

On September 25, the Implementation Team and the CLIC Board met with Jane Burke and Jed Gilmore of ProQuest to discuss CLIC's implementation timeline. We are pleased that ProQuest is making it easier for the Implementation Team to provide and receive feedback on Intota components.

On October 1, Dani Roach and Kari Petryszyn of St. Thomas conducted a training session on the Intota ERM for CLIC member library staff.  Thank you to Dani and Kari for an excellent session!

The Implementation Team and ProQuest are reloading data for Intota Assessment this week.  When testing is completed, we will schedule Intota Assessment training later this fall.

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative.

Implementation Team Update, September 15

Highlights from today's Implementation Team meeting:

SUMMON 2.0 IMPLEMENTATION
The Implementation Team is making headway on the duplicates issue and is testing a possible solution in UST's sandbox this month. 

FILMS ON DEMAND RECORDS IN SUMMON
The Implementation Team is working with ProQuest to encourage Films On Demand and other vendors to allow inclusion of their records in the KnowledgeBase.

INTOTA ASSESSMENT
ProQuest is currently testing Augsburg's and Bethel's Millennium data in Intota Assessment.

QUESTIONS? If you have any questions or concerns related to CLIC's Summon and Intota implementation, please do not hesitate to speak with your library's Implementation Team representative. 

Assessment Training Coming Soon

Implementation Team Update, August 4, 2014

INTOTA ASSESSMENT
ProQuest is processing and testing CLIC's data sent in by the Implementation Team. Training on Intota Assessment will be offered in two sessions.  First, the Implementation Team and others responsible for inputting data will have Counter training in mid-August.  This training webinar will be recorded for staff who are unable to attend. Later in September, after all of CLIC's data has been successfully ingested, ProQuest will schedule Intota Assessment training for CLIC library staff interested in generating reports.

INTOTA MANAGEMENT
The next phase of CLIC's implementation of Intota will be Intota Management components, starting with Resource Manager.  The Implementation Team's work on Intota Management will overlap with the Team's continued implementation of Intota Assessment. The Team's first step is review of ProQuest's recorded training session, Intota 101. CLIC library staff interested in the Intota 101 training video should contact their Implementation Team representative for information on how to access the recording.

SUMMON 2.0
The Implementation Team is continuing to work with ProQuest to improve CLIC libraries' data and search results in Summon. We hope to have most of the issues resolved before the start of the new semester.

Questions? Please see your library's Implementation Team representative.

CLIC Hosts Intota Demo at Hamline

ProQuest's Jane Burke and Kevin Lane-Cummings were at Hamline University in St. Paul this week to demonstrate Intota Assessment and E-resources.  CLIC libraries are in the process of installing Intota Assessment this summer and will begin using Intota's E-resources functionality this fall.

See CLIC's Facebook page for additional photos from Wednesday's demo.

For questions about CLIC's phased-in migration to Intota, please contact your library's Implementation Team representative.

Intota Demo Scheduled for July 23

Implementation Team Update July 21, 2014

Intota Demo July 23
Jane Burke from ProQuest will be in St. Paul this week to meet with the CLIC Board and Implementation Team to discuss our migration to Intota. On Wednesday, July 23, at 2:00-4:00 p.m., Jane will conduct a general demonstration and discussion of Intota Assessment, e-resources, 360 LInk changes, and other Intota development information.  CLIC library staff interested in these Intota services are welcome to attend the 2pm demo at Hamline University, Anderson Center, Room 305. Check with your library's Implementation Team representative if you have questions about attending the demo.

Intota Assessment
ProQuest is currently processing our libraries' data for Intota Assessment.  Training on Intota Assessment will be scheduled later this summer.

Summon 2.0
CLIC libraries went live on Summon 2.0 at the end of May.  The Implementation Team is continuing to work with ProQuest to improve our Summon search results.

Questions? Ask your Implementation Team representative!

Implementation Team Update June 30, 2014

Bethel University Library's celebration to launch Summon.

SUMMON MARKETING AND TRAINING. The Implementation Team is collecting CLIC library photos and publicity materials promoting Summon. See above for photos from Bethel’s creative campaign, Accio Resources. The CLIC Board has asked the Implementation Team to assemble a task force to develop a Summon best practices guide that explains what Summon is and that provides basic information for frontline staff and trainers.

INTOTA ASSESSMENT (IA). The Implementation Team is working on completion of DRS forms for e-resources data for IA. Steve Waage has enlisted the assistance of the Mapping Task Force to review a set of fields for Millennium records for IA. Our Team goal is to have IA in place by the end of the summer, with training for CLIC library staff later in August.


INTOTA-E. CLIC is hosting a demonstration of Intota-E on July 23. Further details to follow. Check with your Implementation Team representative if you are interested in attending.

Questions? Ask your Implementation Team representative!

Phase 2 is Underway! Implementation Team Update June 18, 2014

PHASE 2 - INTOTA ASSESSMENT (IA). The Implementation Team met today with our implementation manager and ProQuest's IA specialist to discuss questions related to the COUNTER DRS forms. Each Team representative needs to complete a DRS form for his or her library's e-resources for Intota Assessment. The deadline for each library to do a first pass at inputting data is June 30. Simultaneously, Steve Waage at CLIC is working with the implementation manager to load and test catalog data from Millennium. Our Team goal is to have Intota Assessment in place by the end of the summer, with training for CLIC library staff later in August.

PHASE 3 - INTOTA E.  The Implementation Team will begin work on CLIC's transition to Intota E in the fall.  Prior to CLIC's beginning Phase 3, ProQuest will present a demonstration of Intota E for CLIC library staff later this summer.  Stay tuned for further information on the demo date and location.

PROJECT MANAGEMENT.  The Implementation Team is now using Basecamp to manage the various projects associated with CLIC's multi-phase migration to the Intota Management System.  In addition to providing a single place for the Implementation Team to house documents, deadlines, and discussions, an important feature of Basecamp is the ability to loop other CLIC library staff into discussions on different aspects of the implementation processes. 

Questions?  Ask your Implementation Team representative.

http://clicinformation.blogspot.com/2013/12/clic-board-appoints-implementation-team.html

Celebrate a Milestone! Implementation Team Update June 2, 2014

PHASE 1 IS COMPLETE! The Implementation Team is pleased to announce the launch of our new discovery service. In Phase 1 of the implementation of CLIC’s shared Intota Management System, seven libraries successfully transitioned to Summon 2.0.  Six libraries made the transition from WorldCat Local and one library upgraded from Summon 1.0. Kudos to our implementation manager Ashley DeHaye and others at ProQuest for going above and beyond to meet our launch deadline!

SUMMON 2.0 ENHANCEMENTS. ProQuest is releasing Summon 2.0 enhancements on June 3, 2014, which will appear in the CLIC Summon sites at the end of the week. Stay tuned for further information after the enhancements are live.

SUMMON 2.0 INFORMATION SHEET FOR LIBRARY STAFF. The Implementation Team has drafted an information sheet on Summon 2.0 for CLIC library staff. Please see your Implementation Team representative for a version of the information sheet tailored to your library.

PHASE 2 - INTOTA ASSESSMENT. The Implementation Team has begun the process of setting up Intota Assessment for the CLIC libraries. During June and July, the Team will complete COUNTER DRS forms for each library and will load and test catalog data from Millennium. Training for CLIC library staff on Intota Assessment will be offered in August.

CHECK OUT CLIC’S SUMMON 2.0 SITES: 

Augsburg http://augsburg.summon.serialssolutions.com

Bethel http://bethel.summon.serialssolutions.com

Concordia  http://csp.summon.serialssolutions.com

Hamline http://hamline.summon.serialssolutions.com

Northwestern http://unwsp.summon.serialssolutions.com

St. Catherine http://stkate.summon.serialssolutions.com

St. Thomas http://stthomastest.summon.serialssolutions.com

Questions?  Ask your Implementation Team representative.

http://clicinformation.blogspot.com/2013/12/clic-board-appoints-implementation-team.html