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    Intota: Data Optimization Checklist for Discovery Services

    • Product: Intota

    What steps should I take to ensure that my Intota settings work correctly for my Discovery Services?

    Use the Intota Data Optimization checklist to help you optimize your library's Intota settings. By completing the checklist tasks you will provide your patrons with a positive research experience using your Discovery Services.
    The Intota Data Optimization Checklist below (also available as a downloadable PDF) is broken into four sections each of which focuses on a related set of tasks. Consider working through the four sections in the order presented, but only perform the tasks marked as Critical or Recommended. Then, revisit each section to see if there are any Optional items that are of interest to your library:
    For detailed information about why and how to preform the checklist tasks, click the links above or the heading titles at the beginning of the sections below.
    1. Review Database and Title Selections
    Priority Steps to Take
      Critical Review your subscribed databases in Intota, and add any missing resources.
      Critical Remove cancelled databases from Discovery Services.
      Critical Choose regional and consortium databases only if they are appropriate for your library.
      Critical Verify your title selections: Select individual titles only if your subscription does not cover the whole database.
      Critical Customize coverage dates for titles if your library subscribes to a date range other than the default date range.
      Recommended Hide databases containing selected (incomplete) full-text from Summon and 360 Link.
      Optional Add open-access resources to Intota.
      Optional Create Custom Databases for non-electronic holdings such as print and microform.
    2. Refine Database Settings (HINT: Use the Database Details Report)
    Priority Steps to Take
      Critical Confirm that the desired Discovery Services are turned on for your databases.
      Critical Add Custom URLs and identifiers to databases from providers that require special settings for authentication.
      Critical Existing Clients: Ask ProQuest to turn off any " Use database-level for all titles" settings your library may have turned on.
      Recommended Omit your proxy from resources that do not require authentication.
      Optional Add Custom Database Names, Custom Database Descriptions, and Public Notes.
    3. Configure Library Settings and External Tools
    Priority Steps to Take
      Critical Update your IP addresses in your Intota Profile.
      Critical Configure your proxy service to allow access to your subscribed resources. Note: Index Enhanced Direct Linking may require special domains.
      Critical Activate 360 Link with each content provider that you want to act as a referring source for 360 Link.
    4. Stay Informed and Get Help
    Priority Steps to Take
      Critical Watch the Intota Home page for Knowledgebase Notifications regarding content changes that require action on your part.
      Recommended Join the Summon and General Discussion Listservs to share ideas and learn about product releases.
      Recommended On the System Status Page, subscribe to email alerts regarding scheduled maintenance and system availability issues.
      Recommended Use the Support Portal to report problems and ask questions to the ProQuest support team.

    • Date Created: 29-Jul-2014
    • Last Edited Date: 27-Sep-2016
    • Old Article Number: 11070
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