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    Intota: Release Notes and Status Updates

    • Product: Intota

    Where can I find release notes for Intota and updates on service status?

    Upcoming and recently released features are listed below. Note that Assessment-related updates are currently listed on the Intota Assessment Release Notes.

    For an overview of the Intota platform, learn more on our website and our Intota User Guide in the Support Center.

    February 14, 2024

    New Auto-Holdings Partnership

    360 and Intota clients may now enable auto-holdings management for Springer ebooks and ejournals! This enhancement saves you time and effort by automating the exchange of subscribed titles with provider Springer. Based on the NISO RP-26-2019 standard for KBART automation, the process ensures timely and accurate holdings updates without staff mediation.

    Database Springer Online Journals Complete (SOJ) and database Springer Books (SBO) can be configured with a Springer Nature token to prompt weekly auto-holdings updates. The token must be entered on the Database Details page; here is a screenshot from 360 Client Center:

    The results of the exchange display on the home pages of Client Center and Intota:

    360 Link

    • Updated the citation APA format used to "APA 7th - Sentence Casing, DOI:"

    • Use DOI for linking even if Crossref enrichment is not invoked.

    • Use Pubmed <VernacularTitle> for linking if <ArticleTitle> is “not available” for non-English articles.

    360 Client Center

    • Eliminated the error that occurred when searching for titles inside a database by limiting the search to just selected titles.

    • DRS request form couldn’t save an entry with | (pipe) character.


    • Holdings URL Replacement tool added to Intota in the Tools menu:


    • Manual upload errors were still displaying after an auto-holdings cycle ran (Taylor & Francis).

    360 Knowledgebase

    • ~1300 Springer database names have been updated to include the “Springer Nature” prefix.


    • Accessibility WCAG 1.3.1 updates.

    • Expand publishers list no longer has an arbitrary display limit.

    August 2, 2023

    New Features:

    1. Support Ebook Auto-Holdings Management with Taylor & Francis (Multiple Idea Exchange Submissions) – This enhancement saves you time and effort by automating the exchange of ebook holdings (subscribed titles) with provider Taylor & Francis. Based on the NISO RP-26-2019 standard for KBART automation, the process ensures timely and accurate holdings updates without staff mediation.

      Things to know:

      • Available to both 360 and Intota libraries.

      • Updates occur weekly, generally in the Saturday/Sunday timeframe.

      • The updates impact database Taylor & Francis eBooks A-Z (code JTX), so you must subscribe to this database to receive updates.

      • Each weekend Ex Libris calls a Taylor & Francis API endpoint and retrieves a KBART-formatted file to upload on your behalf.

      Configuration is easy! Once you receive a Customer Reference Number from Taylor & Francis, you need to enter the CRN in the database details page of database code JTX in order to trigger automated updates:


      360 Database Details


      Intota Database Details
    2. Open Access Indicators (NERS Vote Winner) – This feature enables you to identify Open Access titles quickly and easily in the 360 KB. This freely available content is often intermixed with licensed content in provider databases, making it difficult to discover resources that can augment your collection.

      Things to know:

      • Available to both 360 and Intota libraries.

      • The Open Access status is provided by Ulrich’s, the most comprehensive and authoritative source of information about serials from around the world.

      • A coverage percentage is calculated and displayed at the database level.

      • Individual titles display an Open Access indicator.


      Search Results (only Intota is shown here)


      Database Details


      View Titles


      Title Details
    3. Access Summon Usage Statistics Without an Admin Permission (Idea Exchange #43682661) – This enhancement enables users to authenticate into and use Summon Usage Statistics without requiring full Summon administrative permissions. This allows more users to take advantage of Summon analytics while safeguarding other parts of the Summon Admin Console.

      Things to know:

      • Available for 360 Client Center only this release. Intota functionality will be available in the November 2023 release.

      • The account permission “Summon Usage Statistics” should be set to View/Edit to make the link appear.


      360 Client Center - Account Permissions


      360 Client Center - Business Intelligence Tools

    Resolved Issues:

    360 Link:

    • 360 Link: improve ISBN-10 handling for ‘979’ ids

    • 360 Link Citation Management: APA style: missing volume, issue and pages

    • Remaining 2023 VPAT Level A & AA issues for 360 Link 2.0

    • III - WAM SSL - Original URLs containing a dash, not properly formatted

    360 MARC Updates:

    • 360 MARC Updates MFT delivery using incorrect file path

    • Previous MFT Files still displaying in main directory

    • 360 MARC SSJReport.csv producing corrupt data

    • Data on Demand / MARC Updates email notifications blocked by Gmail for not being RFC 5322 compliant

    360 Client Center:

    • Searching without diacritic in Database Details yields no results

    • Repeatedly kicked out when trying to track Ebook Central titles

    • Can not download the "Unmatched Titles" after ODSE file loading.


    • Searching for title without diacritic in Database Details yields no results

    • View Upload Status needs updating

    360 Counter/Intota Assessment:

    • Accessible Archives SUSHI R5 errors

    • Make Intota Assessment use https by default


    • Add Title/Date Sort option (from legacy EJP) to EJP 2.0

    May 3, 2023

    This release is primarily a maintenance release, but it includes infrastructure work for a couple of exciting projects: Auto-holdings management with Taylor & Francis eBook subscriptions and Expanded 360 API capabilities!

    360 Client Center 

    The Database Details page for database code JTX (Taylor & Francis ebooks A-Z) now includes a field for entering your CRN. Please note that auto-holdings management is not yet functional for T&F; this is in preparation for the rolling out the capability. We just wanted to make you aware of the new field.  


    Resolved Issues

    • Unable to delete the prefix string from a Holdings URL Replacement.

    • Unable to see and delete cost data information.


    Resolved Issues

    • Some clients experienced a timeout when downloading the Tracked eBooks Management Report. 

    • Unable to edit some of the Database Administration fields. 

    • Custom holdings URL was not accurately reflected in the Holdings Details display. 

    • Tracked eJournals Management Report didn’t include titles with a “From Consortium” status.

    360 Counter and Intota 

    An issue was identified when doing SUSHI harvesting each month and then manually uploading a COUNTER report for the same time period it would not delete the SUSHI data. This caused the data to be included twice in reports. The resolution fixes the root cause and retroactively fixes the duplicate data. 

    Resolved Issues

    • SUSHI Test failing for Encyclopedia Britannica.

    360 Link 


    Following the creation of the January 2023 VPAT for 360 Link both level A and level AA have been addressed, where applicable. Please note that there may be some instances where we cannot make the pages totally accessible. For example, if you use a logo that is not labeled, that is not a guideline that Ex Libris can resolve.

    Resolved Issues

    • Added a a new label in 360 Link Custom text that appears for links when the OpenURL genre is set to video. 

    The E-Journal Portal 


    Amended the results page class="ng-scope ng-hide" aria-hidden="true" for H1 so that the screen reader will not skip reading the H1, "Online Journals, Books and more".

    360 MARC Updates 

    Resolved Issues

    • When "III - WAM SSL Host Replace" authentication method is selected and the prefix starts with HTTPS, URLs in preview (and 856 MARC field in MARC Updates file) are not overwritten and are not starting with "0-". 


    The upgrade to Java 17 improves the following: 

    • Performance 

    • Code optimizations 

    • Security 

    Refined stored procedures to increase the response time for very large databases. 

    November 2, 2022

    360 Core Client Center

    • Enhancements:

      • Manual KBART Upload to Library Specific Holding (LSH) Databases – You can now upload KBART-formatted files to activate/deactivate your database holdings in LSH databases. Like the native 360 ODSE process, this is a method to batch update holdings, but it uses the more well-known industry standard KBART.

        On the database’s Upload Title List page there is a new “Is KBART File” checkbox to alert the system that the file uses KBART formatting rather than ODSE:


        The View Upload Status page shows Upload Status, Errors, and overall Report Status:

      • Favicon on Browser Tabs – The following favicon will now display on browser tabs for 360 Client Center:

    • Resolved Issues:

      • The auto-holdings process with Ebook Central was not activating all titles after the database software update in July. This uncovered a different issue with syncing title identifiers which has also been resolved.

      • When uploading KBART-formatted titles, if multiple titles could not be matched against what is in the 360 KB, only the first title was displayed to the user. All unmatched titles will now display in the Report Status window.

      • When uploading KBART-formatted titles, if an unmatched title had an ampersand in the title, clicking the “Unmatched Titles” link to view resulted in an error.

      • If the date_first_issue_onine or date_last_issue_online column in a KBART file was formatted YYYY-MM, the title was skipped. Now Client Center will translate that date format to YYYY-MM_DD.

      • Adjusted the SUSHI COUNTER r5 parameters to use lower case letters in the URL, as a couple of provider systems returned an error.

      • Updated the Knowledgebase Notifications article link to this Knowledge Center article.

    The E-Journal Portal

    Resolved Issues:

    • “Title contains all words” was not returning matches for some CJK titles


    Resolved Issues:

    • Consortium member accounts inaccurately showed the proxy URL on the Holdings Details page

    • Testing SUSHI credentials for some r5-compliant vendors was producing a security error

    • Some COUNTER r5 reports still displayed a “Pending” status in Intota after the expected processing time

    • Adjusted the SUSHI COUNTER r5 parameters to use lower case letters in the URL, as a couple of provider systems returned an error.

    • Updated the Knowledgebase Notifications article link to this Knowledge Center article.

    • The auto-holdings process with Ebook Central was not activating all titles after the database software update in July. This uncovered a different issue with syncing title identifiers which has also been resolved.

    360 MARC Updates


    • Migration to MFT Platform – To support the migration to the MFT platform, a new configuration option will appear for 360 MARC Updates clients in the Administration Console: 


      Instructions for obtaining MFT user credentials and key will be communicated to you directly depending on the migration group to which you are assigned. Please see the linked FAQ for details.

    August 3, 2022

    360 Core Client Center

    • Enhancements: 

      Manual KBART Upload – This enhancement allows you to upload KBART-formatted files to activate/deactivate your database holdings. Like the native 360 ODSE process, this option allows you to batch update holdings, but it uses the more well-known industry standard KBART.

      This is the first phase in the plan to expand auto-holdings management support to additional providers by demonstrating KBART support: ingest, validation, error reporting, and holdings updating.

      On the database’s Upload Title List page there is a new Is KBART File checkbox to alert the system that the file uses KBART formatting rather than ODSE:


      The View Upload Status page shows Upload Status, Errors, and overall Report Status:


      For this release, this functionality is available only in 360 Core Client Center and will be added to Intota in the next phase.

    • Resolved Issues:

      • The 360 Counter Summary View page did not display data correctly. 

      • The Submit a Case link URL required an update.

      • The 360 Counter DRS form incorrectly encoded some characters in credentials, which led to failed tests and harvests.

      • The .json files downloaded from 360 Counter SUSHI harvests were empty.

    The E-Journal Portal

    Resolved Issues 

    In some search conditions, the new (Q2) ability to sort Main Titles ahead of Alternate Titles was not working correctly.

    360 Link

    Resolved Issues:

    • There is a new linker for the Chronicle of Higher Education.

    • Links generated for the WAM III proxy using secure URLs needed refinement.


    Resolved Issues:

    • In Menu Settings, updates to Resource Status entries were not saved correctly.

    • The Submit a Case link URL required an update.

    • The Vendor Statistics Management form was incorrectly encoding some characters in SUSHI credentials, leading to failed tests and harvests.

    June 17, 2022

    The E-Journal Portal 

    NERS Project: Allow for the ordering of EJP results 

    This feature eliminates user confusion caused by results that were not obviously related to the searched terms. Currently, Alternate Titles and Main Titles are equally weighted if either contains the search terms. You now have the option to prioritize results that have the user’s search terms in the Main Title over results that only have the search terms in the Alternate Title. That is, if the Main Title includes the search string, that title will appear higher in the results list than if the search string is only in the Alternate Title.  

    The feature is enabled in the E-Journal Portal 2.0 Results Page Options: 

    360 RN 6-17-2022 - Image 1.png

    This option impacts Title Begins With, Title Equals, and Title Contains All Words searches. 

    Resolved Issues

    • The characters : + - && || ! ( ) { } [ ] ^ " ~ * ? : \ were causing an error in the autocomplete suggestions because Solr requires they be handled specially.  Autocomplete suggestions are now successful when the user includes these characters. 

    360 Link 

    Idea Exchange: Database order in 360 Link and EJP: Make it possible to upload changes in a file 

    This enhancement streamlines database prioritization by allowing you to manipulate a spreadsheet and then upload it directly to the Administration Console. 

    360 RN 6-17-2022 - Image 2.png

    The addition of Database Code in the user interface and the downloaded .tsv file helps quickly identify the databases you want to re-order. 

    Resolved Issues

    • Ovid databases are added to the Global Exclude List at the request of that provider. 

    360 Core Client Center 

    Idea Exchange: Provide an overall percentage of MARC record availability at the database level. 

    This enhancement allows you to quickly view the percentage of titles in a database with an associated MARC record in the 360 Knowledgebase. Rather than sampling several titles in the database, you can immediately view the coverage percentage in Database Management and on the Database Details page. 

    360 RN 6-17-2022 - Image 3.png

    360 RN 6-17-2022 - Image 4.png

    Resolved Issues

    • VPAT Level A accessibility refinements 

    • ISBNS were not appearing in the Overlap Analysis results in some circumstances. 

    • Updated links to corporate web pages for each product 


    Idea Exchange: Provide an overall percentage of MARC record availability at the database level. 

    This enhancement allows you to quickly view the percentage of titles in a database with an associated MARC record in the 360 Knowledgebase. Rather than sampling several titles in the database, you can immediately view the coverage percentage in the Databases list and on the Database Details page. 

    Resolved Issues

    • Contact Details Roles can now be edited or removed. 

    • The titles of Library Specific Holdings databases are no longer duplicated on the Database Details page. 

    • Execution Data in License are saving and displaying correctly. 

    • Menus Settings > Resource Status entries are able to be deleted. 

    • Added to the License Information Report: 

    • Course Pack Print 

    • Course Pack Electronic 

    • Course Pack Note 

    • Remote Access 

    • Remote Access Note 

    • The More (#) hyperlink in the Home > Tools > Notes Resource(s) column now navigates you to the full list of attached resources. 

    360 COUNTER and Intota 

    Numerous improvements were made to the SUSHI harvester to increase visibility into processing hiccups and to streamline 

    • Surface additional warnings and errors to the user interface including “No usage available for requested dates,” “Incorrect API key,” and “No longer available for requested dates.” 

    • Limit the number of attempts to harvest a given report during the month to 5 in order to end the infinite loop of some reports in the queue

    • Stop requeuing reports after encountering an error like “no usage available for requested dates” 

    • Clear unharvestable reports from the queue and user interface  

    February 23, 2022

    The E-Journal Portal

    New! Auto-complete suggestions are tailored to your library profile. Only resources to which you subscribe in your library profile are offered as potential search options when you begin typing in the search box:


    This customized list distinguishes resources that the library owns/licenses/tracks from the whole universe of 360 Knowledgebase titles and eliminates “0 search results” issues.

    The feature applies to all libraries, and the auto-complete index is updated weekly. I.e., there may be a delay in tracking/untracking a title and its appearance in the auto-complete suggestions list.

    Resolved Issues:

    • Inherited Terms of Use did not display for consortium members. Now consortium members can always view Terms of Use inherited from the “parent” library.

    • If a library disables video searching in EJP, the “Videos Only” results filter no longer displays.

    • The Custom Text > Citation Linker Form > No. 48 did not display the customized message.

    360 Link

    Resolved Issues:

    • The display time for the ILL form submission pop-up is now extended from 3 to 10 seconds. The longer display time should reduce user confusion and prevent duplicate request submissions.

    • The Google Scholar feed did not work for a small number of libraries.

    • If both Crossref and PubMed identifiers are present, the Crossref identifier is always preferred.

    360 Core Client Center

    Resolved Issues:

    • Holdings URL replacements (a November 2021 feature) did not appear in the View Changes audit.


    Resolved Issues:

    • Uploading titles lists to LSHs was inconsistent and displayed confusing error messages.

    • Deleting titles from LSHs did not work.

    • Holdings URL replacements (a November 2021 feature) did not appear in the View Recent Updates audit.

    360 COUNTER / Intota

    Resolved Issues:

    • Reports uploaded in September were not consolidated.

    • The SUSHI harvester mishandled some application exceptions, which prevented reports from finishing.

    • If validation fails due to extra tabs in an uploaded file, the error is now reported to the user.

    November 3, 2021

    360 Client Center 

    New! Make changes to database details for multiple databases at once. Edit, add, or delete the database details in a .csv file, using database codes as the identifier. For example, this feature can be used to change the “Omit proxy from this database” setting or add a Public Database Note to multiple collections. 


    For more details, see 360 Core: Database Details Upload.

    New! Configure your own holdings URL replacements for providers like Gale, EBSCOhost, ProQuest, and Thomson Reuters Westlaw. Until this release, Customer Support had to perform this configuration on your behalf. Now you can specify replacement text, add a prefix, or add a suffix to a database’s holding URL. This tool is in the Management Tools section of Client Center.


    For more details, see 360 Core: Holding URL Replacement.

    Database Details Upload and Holdings URL Replacement are not yet available in the Intota application. We will be working on integrating both tools into Intota.

    Resolved Issues:

    • Unable to save COUNTER SUSHI credentials.
    • Unable to remove authorization settings for some providers.

    E-Journal Portal

    New! Change the database sort order: if a journal is in multiple databases, configure the EJP to display the database with the most recent coverage first. To enable this option, open the Results Page in the Administration Console E-Journal Portal 2.0:


    For more details, see 360 Core: E-Journal Portal Administration Console -- 2.0 Results Page Options.

    Resolved Issues:

    • Browse by Subject feature not available after doing a search.
    • Ulrichsweb information does not display.
    • One hour cookie expiration causes mixed content error and timeout.
    • Videos search filter defaults to journals instead of videos.
    • Need language translations for Videos Only option.
    • Database payments show as loading even after saving.

    360 Link

    Resolved Issues:

    • Citation Linker form should use the same language parameter as 360 Link
    • New linking parameter is required for MIT Sloan and Indian Academy of Sciences content
    • HAN proxy handling


    Resolved Issues:

    • Unable to delete previously uploaded COUNTER r5 reports.
    • Consortium Sharing dialog window isn’t completely rendered.
    • Unable to view Renewal Details.
    • Unable to delete Cost data.
    • Unable to save IP addresses in Library Settings.

    COUNTER r5 

    Resolved Issues:

    • Springer Nature SUSHI URL needs adjustment.
    • SUSHI queue was “stuck” and didn’t process reports for a period. 

    360 /Intota Holdings API

    (Currently in early testing)

    • Added “last updated” end point to support retrieval of changes only, rather than full exports.

    August 4, 2021

    E-Journal Portal/A-to-Z List

    Users can now limit the results of searches to video titles only. This can be done before the search by selecting the Videos Only radio button, or done after the fact by filtering the results to Videos Only:


    Please note that this feature will be turned on by default in the EJP 2.0 settings. If the library does not want to offer this functionality, it must be turned off in the Administration Console > E-Journal Portal 2.0 tab:



    • LSH database default holding URL was not correct in the EJP

    • The public note from a database was displaying in the “Search Subject Databases by Keyword” drop-down menu instead of “Select a database”

    360 Core & Intota

    Details of the View Changes/View Recent Updates audit trail can now be exported in .tsv format. Configure the data you’d like to see using the calendar controls and Event Type options and then click the Download button!



    • A long delay occurred when paging through “Unselected” titles in a database 

    360 Link


    • An email address, with valid formatting, is now required for “Report a Problem” and the default ILL forms

    All Services

    • Using the analysis performed by a third-party consultant, potential security vulnerabilities in these areas were closed:

      • Citation export endpoint could be exploited with a valid library hash code

      • HTTP parameter pollution

      • Cross-site scripting

    • Migration from FTP to MFT

    • Technical infrastructure updates

    May 12, 2021

    360/Intota Holdings API (currently in early testing)

    • Added pagination for the full holdings request in order to speed up the response

    360 Client Center

    Based on feedback from the ProQuest User Experience group, we added changes to the 360 Client Center to ensure compatibility with VPAT Level A standards, including: 

    • Insufficient labels on Ex Libris logo, e-Catalog search controls, and various labels on Data Management area, Knowledge Base Notifications area, and Overlap Analysis area.

    • Some group controls not defined as group controls in the Data Management, Overlap Analysis, and Management Reports areas. 

    • Headings are not using semantic markup in the Data Summary areas.

    • Edit list functionality on Overlap Analysis page is not editable with keyboard only.

    • Skip links not available.

    • Pages have generic titles.

    • Focus order: On Data Management page, filtering databases causes focus to reset to the top of the screen.

    • Link text for 3 link types are ambiguous: Change current library link, Download report links, Database details links.

    • Document lacks language attribute.

    • Errors could be more clearly explained on Database Management page.

    Resolved Issues:

    • Incorrect values shown in Data Management page for inherited databases.

    • 360 Resource Manager : Title-Level Status Alerts not being sent.

    • Provider Details page: Databases list : friendly error when From Consortium status is selected.

    • Library-Specific Holdings : End Dates with non-numeric data changing back to Start Date.

    360 Counter and Intota Assessment

    COUNTER r5 Resolved Issues:

    • Platforms using Cloudflare solutions blocked the SUSHI harvester.

    • Loosened validation of the (mandatory) Publisher field for all providers.

    • Investigated and resolved upload/harvest/process errors for reports from more than 20 providers.

    360 MARC Updates (currently in early testing)

    • Completed infrastructure to generate & deliver MARC records for video holdings.

    • Metadata librarians developed an RDA-compliant default template that may be further customized by the library.

    February 3, 2021

    360 Client Center and Intota:

    We have added a new feature to Overlap Analysis that will allow you to separate the results of the comparison by format type: Books, Titles, Videos, or All. This will make it easier to view “like” titles across collections with mixed format types. There are two different ways to use this option:

    1. Select the desired format type before running the analysis.

      • 360 Client Center:


      • Intota:


    2. Select the desired format after running the analysis. This will re-execute the report without forcing you to start the whole process over.

      • 360 Client Center:


      • Intota:


    360 E-Journal Portal 2.0:

    Based on feedback from the ProQuest User Experience group, we added changes to the EJP to ensure compatibility with VPAT Level A standards, including:

    • Logo, radio buttons, and some search controls are missing labels.

    • Browse by letter and pagination group lacks sufficient labeling.

    • Top navigation and search/filtering option cannot be skipped.

    • Specific page titles are not provided. The titles are always E-Resources.

    • Focus order can be improved on “Search (by DOI)” form and within “Refine results group” area.

    • Purpose of result records links need more context.

    • Search controls for DOI and PubMed ID search do not have accessible names.

    • Document lacks language attribute.

    • Error message fields are not always semantically marked as invalid.

    • Open/closed states are not communicated for several widgets.

    360 Link 2.0:

    Based on feedback from the ProQuest User Experience group, we added changes to 360 Link 2.0 to ensure compatibility with VPAT Level A standards, including:

    • Labels were missing for multiple controls: close button in sidebar, export radio buttons, and others (detailed in VPAT)

    • Some required form fields were not semantically marked as required.

    • The Close button in the sidebar was not keyboard-accessible.

    • Some links needed additional context to make purpose clear.

    • Website lacked language attribute.

    • Error identification:

      • Email form error message was displayed visually but invalid fields were not semantically marked as invalid.

      • Error message was not announced to the user.

      • Request via Interlibrary loan form had no error validation (for example, email).

      • Report a problem has no error validation (for example, email).

    • Open/closed state of various forms were not communicated to assistive technologies.

    360 Client Center:

    We corrected an error in the interface that prevented users from seeing (and clicking) the Show Errors link when an ODSE file was rejected for having errors.

    360 Counter and Intota Assessment:

    Investigated and (when feasible) built in workarounds for data formatting in r5 reports from Alexander Street Press, EBSCO, Sage, Rittenhouse, Thiemes, CSIRO, and many more.

    December 2, 2020

    360 Core (Client Center) and Intota:

    • Early release of the new 360 API 

    • New, more easily identifiable Chat links 

    • WAM proxy URL rewriting

    • Overlap Analysis: add Database Name Contains as search criteria when adding a database to the comparison list

    • Add indication of database selectability without having to change status from Not Tracked

    • Support for M/D/YYYY format

    • New language translations

    • Fixed: User logged out when a duplicate holding is subscribed (360 Core)

    • Fixed: Unable to view > 50 funds in the window when adding payments (Intota)

    • Fixed: Overlap Analysis summary counts now include ebook numbers (Intota)

    • Fixed: Unable to edit subscription status on holding details page (Intota)

    360 Link:

    • DOI Enrichment incorrectly extracts identifier from citation element

    • Use genre from original OpenURL instead of the one Crossref provides

    • Updated linkers 

    E-Journal Portal:

    • Update http link to Ulrichsweb search to https for all clients

    • Database level notes not appearing for ebooks

    360 Resource Manager - Fixes:

    • Displayed error when notes were attached to video holdings

    • Renewal checklist not saving

    • Displayed In boxes unticked when using a custom status

    August 5, 2020

    360 Link:

    • A new linker for ScienceDirect is being deployed to resolve issues with page, author, and issue parameters.

    360 Core (Client Center) and Intota:

    The Database Details page has been enriched with the following date stamps to show when the database was last updated in 360 Knowledgebase:

    • Last Full Update – indicates that we loaded a complete titles list for the database.

    • Last Partial Update – indicates that we processed a change to at least one of the titles in the database.

    These dates will indicate the currency of the data in the 360 Knowledgebase based on the providers’ contribution schedule.


    360 Core Example


    Intota Example


    1. Why do I see only one date, not two dates?

      If either date is empty/blank, the field will not appear on the page. It may be the case that the 360 Knowledgebase team never received a full titles list from the provider, resulting in the Last Full Update date not appearing. Similarly, if the provider hasn’t submitted any content changes, the Last Partial Update date will not appear in the interface.

    2. Why hasn't the database been updated recently?

      Each provider submits content changes to the 360 Knowledgebase according to a schedule of their choosing, e.g. monthly, quarterly, or irregularly. The 360 Knowledgebase team performs data loads as content is submitted.

    3. How can I tell what was changed in the last partial update?

      Any change to the metadata since the last update counts as a partial update—whether the addition of an identifier or even a spelling correction. Given the scale of metadata that the team manages, it is not possible to report every change involved in an update.

    June 10, 2020

    360 Link:

    • Refinements to the IEDL lookup logic to improve linking accuracy.

    • For OpenAthens Redirector libraries, updated the EBSCOhost linker to use two new parameters for article links: Authentication Type and Customer ID.

    • For OpenAthens Redirector libraries, updated the ProQuest linker to use a new parameter for article links: Account ID.

    • Updated the service to use the Gale LocID for IEDL article links (previously it was only available for OpenURL article links).

    • Added OCLC number as a linking parameter to OpenURL 1.0 links.

    • Fixed an article linking issue that caused an <i> tag to fail in some cases.

    360 MARC Updates & Data on Demand:

    • Technical infrastructure improvements.

    • Improved error handling for faster generation and delivery of records.

    • Direct links in 360 MARC now use the same proxy and encoding settings as the E-Journal Portal for accurate linking.

    • DoD report now includes “Video” to correctly identify the resource content type.

    360 Core Client Center & Intota:

    • Added new article linking parameters to the database details pages for EBSCOhost and ProQuest databases.

      Client Center:CC1.png



    • Updated the Syndetics URL to use HTTPS so that images always display correctly in Chrome.

    May 13, 2020

    360 and Intota Services:

    Live chat link with Support! – The Contact Us link in both Client Center and Intota will navigate you to a new landing page. The landing page will offer the option to open a case via the Support Portal or open a chat session with a Support team member, if one is available.


    Chat is available from 9:00 – 17:00 Pacific time zone and may be used for questions regarding Summon and the 360 and Intota services. Please use the Support Portal for issues about CDI, 360 KB/Content, and Ulrichsweb.


    • The URLs for ebooks in Ebook Central databases (codes AABBV and BBABE) have been updated from http to https

    • Resource Renewals Checklist Report has been modified based on feedback that not all renewals data appeared in the report

    360 Counter and Intota:

    • New SUSHI harvester for COUNTER r5 TR, DR, and PR reports. The harvester will collect reports monthly when configured on the DRS form for an r5-compliant vendor:


      Client Center view:



      Intota view:


    • Manual upload of database (DR) and platform (PR) reports and display in the summary pages


    • Enhanced date handling to support two- and four-digit years.

    • Resolved issue with processing .TSV files.

    • Improved COUNTER r5 error messages and accounted for titles longer than 256 characters.

    360 Core Client Center:

    New 360 Core permission for accessing the Summon usage statistics OBI platform without having to go through the Summon Admin Console.



    February 19, 2020

    360 Link:

    • New parameters have been added to the Database Details pages for ProQuest and EBSCOhost databases. This is the first phase in improving linking to those platforms. It was developed specifically for libraries using OpenAthens Redirector but will be applicable for all proxy services. The new parameters can be added and saved in 360 Core/Client Center and Intota, but they will not impact linking until the 2020 May Q2 release.

      ProQuest will have a new Account ID parameter:


      EBSCOhost will have new Authentication Type and Customer ID parameters:


    • ProQuest databases are added to the Global Exclude list for the Sidebar due to cookie handling changes to in anticipation of the Google Chrome (80) release.

    • Resolved issue where <i> tag was breaking the article link (reported for PubMed articles).

    • Resolved 503 Error for libraries with User Authentication enabled with IP as the method.

    • Resolved failure to load links in MS Edge for libraries with User Authentication enabled with IP as the method.

    • Updated the list of databases that are indexed in Crossref to ensure that the Crossref link displays on the results page.

    • Removed the empty text box displayed on the Citation Linker form.

    • Updated LINKERs for ScienceDirect.

    360 Counter and Intota:

    • Fixed an issue with the manual COUNTER r5 validation so that blank lines are ignored.

    • There are now DRS forms for both manual and SUSHI credentials for COUNTER r5-compliant vendors. Ex Libris staff will maintain the list of r5-compliant vendors including default URLs and supported report types.

      DRS manual forms:



      DRS SUSHI forms:




    • An early Q2 deployment (outside of the published release schedule) will feature the new SUSHI harvesting framework. This JSON harvester has been built from scratch in accordance with the COUNTER r5 standard and will perform monthly harvests, with full validation.

      Reports based on the new r5 standard will be available in Intota Assessment mid-2020.

    360 Core/Client Center and Intota

    • The Authentication Type drop-down menu now includes “Redirector” as an option for OpenAthens libraries

    • Fixed the issue causing the Title Coverage checkbox to be grayed out on the Database Details page

    • The Resource Renewal Report and Resource Administrative Information reports will no longer include databases that are Not Tracked.


    December 11-12, 2019

    This release includes the following enhancements and fixes.

    360 Link:

    • New LINKER for American Physical Society, LexisNexis NYU Review of Law

    • Display No Results page for Factiva, 19th Century Collections Online links without title-level URLs

    • Crossref: button will not appear when no holdings are returned

    • Crossref: button will not appear when the database does not exist in Crossref and no holdings are returned

    • Crossref: the first DOI found will be returned, rather than the last

    360 Core Client Center:

    • Data on Demand report now has content type Video

    • HTML-formatted public notes correctly uploaded via ODSE

    • Automatically populate Display In checkboxes on status change

    • Retain 360 Search Display In value

    E-Journal Portal:

    • Add daily refresh date stamp to EJP 2.0

    • Restore Peer-Reviewed limiter

    • Remove “add your help text here” from display


    • Provider Details page displays (harmless) error

    • Prevent non-numeric data from being entered into some License fields

    • Allow creation of new LSH without SQL error message

    360 Counter and Intota:

    • Ability to manually upload TR, TR_J1, TR_J2, TR_J3, TR_J4, TR_B1, TR_B2, and TR_B3 reports

    • Full validation of the TR reports for compliance with the new standard

    • Full processing and storage of TR report statistics

    • New DRS forms for population as providers confirm r5 compliance

    Due to the complexity of the COUNTER r5 implementation, it will be released in stages between now and early 2020. The TR usage statistics will not be available immediately in Intota Assessment; however, uploaded COUNTER r5 reports will remain in a pending status until we roll out the Intota Assessment piece in early 2020. Any TR statistics that have been uploaded to that point will be then accessible in the Intota Assessment application. Please also note that there are no changes to the COUNTER r3 or r4 functionality, and reports that adhere to either standard will continue to be supported for backwards compatibility.

    We elected to implement the suite of TR reports first because they replace the current journal (JR) and book (BR) reports, which are the most heavily used by our clients. More details can be found at the Project COUNTER site, and we will provide more details on our implementation of the new TR metrics as the reports are released.  

    What will you see in 360 Client Center and Intota?

    • The upload process for COUNTER r5 reports is exactly the same as for r3 and r4 reports. See instructions for Intota and 360 Client Center.

    • You can view the pending reports on the following pages:

      • 360 Client Center Home > 360 Counter page:


      • Intota Home > Reports > COUNTER Reports page:


    August 1, 2019

    This release includes the following enhancements and fixes.

    360 Core Client Center:

    • Fixed the issue that prevented the Output Coverage Date(s) field from displaying custom coverage dates.

    • Titles with the content type “Video” will now be included in Data on Demand reports.

    • Ampersands in custom URLs will no longer be translated to &amp when uploaded in title lists.

    • Streamlined the database configuration process to allow customizations as soon as you change the status, without first having to save and then re-edit the database. All the configuration options appear immediately after selecting a “tracked” status:



    • Errors encountered by the Cost Data Upload process will be displayed in the pop-up window.

    • The SUSHI summary view “to” date now defaults to today’s date.

    • Streamlined the database configuration process to allow customizations as soon as you change the status, without first having to save and then re-edit the database. All the configuration options in the “About” section appear immediately after selecting a “tracked” status:


    360 Services and Intota:

    • Resolved the issue causing some databases to show a blank status in the Tracked Resources report.

    • Resolved the issue that failed to add the proxy prefix to URLs in the Tracked Resources report.

    • Renewal Alerts are now being consistently generated.

    • “Video” is now a content type that can be added to Library Specific Holdings databases:


    • Resolved the issue that prevented titles with only a Location Note from appearing in the Public Notes Report.

    • When uploading titles though ODSE, HTML tag in Public Notes is translated correctly.

    May 15-16, 2019

    For more details on the enhancements described below, you may want to review our release overview.


    • 360 Core Client Center and Intota now include a new permission that allows only authorized users to view the personal information of accounts in the View Changes/View Recent updates audit trail. This allows the library to protect personal information from being viewed by everyone while allowing managers and so forth to identify staff members that may need to revert a change.

      On the following pages, setting this permission to None means the account user will see the placeholders Library User or Ex Libris Staff in View Changes. Setting the permission to View or View/Edit means the account will see personal names:

      • 360 Core Client Center Accounts > Account Details > 360 Core Permissions:


      • Intota User Accounts > User Details:


    • 360 Core Client Center and Intota have a new Management Report for streaming videos, and video holdings has been added as a data point to the Database Details report. The new report is named “Tracked Videos” and is located in the menu with the other “Tracked” reports.

    • All 360 Core Client Center users will have expanded access to the following Management Reports, not just 360 Resource Manager or Intota libraries:

      • Database Details

      • KB Updates – Added

      • KB Updates – Removed

      • Public Notes

      • Tracked eBooks

      • Tracked eJournals

      • Tracked Resources

      • Tracked Videos

    Fixes Highlights:

    • E-Journal Portal

      • Restore Peer-Reviewed limiter

      • Custom text entries not displaying correctly

      • Disable a cross-site scripting vulnerability

      • User Authentication Referring URL option not working correctly

      • Administration Console does not display for some library profiles

    • 360 Link

      • American Physical Society article-level linker

      • Credo chapter-level linker

      • GeoScienceWorld article-level linker

      • Prevent circular linking by database

      • Accurately reflect 6-month embargo for PMID

      • Subscript numbers affect article title display

    • 360 Core Client Center / Intota

      • Title upload email notifications are not working

      • 360 Web Service yields error for unexpected data

      • Global Status Alerts not delivered via email

      • Remove unnecessary CR/LFs and Tabs from some Management Reports

      • Protect ODSE & Cost Data Upload processing from getting hung up on bad data

      • 360 Counter Summary Report not loading for some library profiles

      • Resource Renewal Checklist does not show current subscription information

      • Export of large Overlap Analysis results sometimes fails

    February 27-28, 2019


    The February 2019 release introduces support for streaming videos, an increasingly popular content format for libraries. Streaming videos can now be managed in conjunction with journals and books in both 360 Core Client Center and Intota.

    With this release, 360 and Intota clients can search for, view, customize, attach e-resource management assets to, and discover streaming video titles from Alexander Street Press and SAGE Publications.

    For further details and answers to common questions, please see this FAQ.

    For a brief overview of the streaming videos support feature set, please see this document.


    • E-Journal Portal:

      • The Title contains all words option does not work when:

        • the title begins with an A.

        • the title contains the word science.

      • The Ulrichsweb link yields the We don’t have enough information message instead of displaying the journal information in Ulrichsweb.

      • Improved the user experience when an EJP URL is missing the security hash.

      • Removed duplicate title results.

    • 360 Link:

      • Linkers:

        • LexisNexis Academic

        • HeinOnline International

        • Factiva

      • Display the journal level URL—not an OpenURL—in the sidebar when the user hovers over the Browse Journal (or similar) link.

      • Have the Browse Journal link open the journal in a new tab when the Sidebar Exclude Option workaround is enabled.

      • CrossRef Options links were resolving to the We do not have enough information error after 2018 Q3 security updates.

      • CrossRef lookup with DOI yielding the An error has occurred message.

      • French interface citation email form does not include the user name.

    • Admin Consoles:

      • Library profile codes that contain punctuation could not load 360 Link 2.0 or EJP 2.0 tabs

    • 360 Core Client Center, 360 Resource Manager, and Intota:

      • New Management Reports: Public Notes.

      • Allow users with view-only permissions to Data Management access to the Overlap Analysis tool [Intota].

      • Include the Renewal Cost Note field in the Resource Renewal Management Report.

      • Unable to turn on auto-holdings management for some libraries.

      • Update link to Intota Assessment with new URL.

    November 8, 2018


    • Streamlined the Intota e-cat search results list to remove duplicate titles

    • Increased the file size limit for LMH database title uploads to 65MB

    • Implemented new infrastructure to support the ingestion and management of video format titles in 360 Core Client Center and Intota (to be rolled out in the February 2019 release)

    • To support privacy regulations, the View Changes feature in 360 Core Client Center and Intota will no longer display the name of the person that made the change. Instead, “Library User” or “Ex Libris Staff” will be displayed.


    • Intota issue that prevented the full list of contact names from displaying in the pop-up

    • Intota issue that prevented the COUNTER details page from loading

    • Intota issue that sporadically caused some users to see a “Sorry you do not have permission to perform the requested operation” error after logging in

    • The display of “garbled” characters in some journal titles in Intota Assessment

    • 360 Core Client Center issue that prevented the user from adding a database to the Overlap Analysis comparison list

    • 360 Core Client Center issue that prevented the display of the update date for “Ebook Central Perpetual and DDA"

    • An issue that caused URL Preview links on the Provider Details page to fail because the URLs were created with the 'target=' attribute as part of the ‘href' attribute

    • 360 Core Client Center issue that resulted in an error when selecting [ODSE] View Upload Status > Unmatched Titles

    • 360 Core Client Center issue that omitted the Provider column from an e-cat database search if custom database names were present

    • Added the link to the ProQuest privacy policy in 360 Core Client Center, E-Journal Portal, and 360 Link

    • “System out of memory” error when viewing the details of an LMH database

    May 10-11, 2018

    For more details on the enhancements described below, you may want to review our release overview.


    • Overlap Analysis for books

      • Currently only ejournals are eligible for overlap comparison.

      • Now ebook holdings will be included in cross-database overlap comparison.

      • Ebook-only or mixed content databases can be analyzed.

      • The overlap results allow you to drill down into the database details of where each ebook title is held.

    • New database search criteria

      • Experienced, daily users of 360 Core and Intota want streamlined e-cat searching for common tasks.

      • Now staff users can search for databases by a known DBID, for example “RNT” rather than “Nature Journals Online”

      • Staff users can also search for databases by the custom name that the library has applied, for example “CancerNet” instead of “ Website.”

    • New results list management options

      • The size of today’s e-resource collections requires new methods to navigate results list besides pagination.

      • From the Provider Details page, the list of Databases can be filtered by one or more statuses.

      • The default display is “Subscribed”

      • Any combination of statuses can be applied to create the desired set.

      • From the Data Management page, the list of databases can be filtered by one of three options:

      • Database name (begins with)

      • Provider [name]

      • [Database] Status is

    • 360 Core Updated Interface

      • Align with Ex Libris branding

      • Updated links to the Knowledge Center and Support Portal

      • Refinement of left-hand panes

    Technology and Infrastructure:

    • Increase the speed of the daily cache refresh

      Please note this will not be enabled immediately. The code changes will be deliberately rolled out to production beginning in June so that we can do benchmarking and coordinate the necessary teams.
    • Phase 1 of a two-phase project to speed up e-catalog searching will be delivered.

      Phase 2 roll-out is TBD, but will occur prior to the Q4 release.
    • Enhancements to Content team’s internal tools to streamline content ingestion, metadata enrichment, and distribution (to the KB)

    Product Improvements and Fixes:

    • Management

      • GDPR privacy safeguards for all 360 Core and Intota clients

      • Updated translations (8 languages) for new features

      • Include identifiers in the Tracked Ejournal report for non-normalized titles

      • Unusually long titles (256+ characters) will now reliably display in search results

      • Restore Access Filter on Manage Titles page for auto-managed DDA collections (Intota)

      • Renewal Detail show for all databases (Intota)

    • 360 Link and E-Journal Portal

      • Linker news

        • New LexisNexis Nexis Uni linker

        • Update to LexisNexis Academic

        • Update to IEEE IEL

      • Implemented support for SAML 2.0

      • Removed Scholar Profile features due to platform retirement

      • Changes in the E-Journal Portal database list now display in preview

      • Linking issues resolved:

        • Conflict between rft.jtitle and in same OpenURL

        • Use article DOI instead of article citation DOI

    • 360 Counter/Intota Assessment

      • Citation Refiner searches will appear in 360 Usage Statistics

      • Resolved SUSHI test errors for ProQuest Ebooks

      • Resolved inaccurate platform mismatch errors

    December 6, 2017

    Fixes / Updates

    • Clients may now configure the use of HTTPS at all times for EJP 2.0 and 360 Link 2.0.

    • Clients may now configure the base URL of Google Scholar to use HTTPS.

    • Titles that have been purchased from the Ebook Central Perpetual and DDA (AABBV) database will correctly display the License Type on the Manage Titles page. (Note that Automated Holdings Management must be enabled in order to collect and display this information.)

    December 16, 2016

    Fixes / Updates
    • Details Pages
      • Holding Details Page: You can now set the Summon Discovery option to OFF if a title in a title-selectable resource ever needs to temporarily be hidden from end users.
      • Database Details Page: When filtering by tracked titles, you can now do a title search that returns titles that match the search criteria.
    • My Intota
      • Fixed Renewal Date filter for the Databases section in My Intota.
    • Management Reports
      • Tracked Resources reports now include databases with custom statuses; now every resource in your profile will always be included in the report. More about Management Reports here.

    September 24, 2016

    Fixes / Updates
    • Management Reports
      • Larger reports will now reliably be delivered after you submit the request.
      • Tracked Resources report will now include databases that have a "From Consortium" status.
    • Database Details Page
      • The Database URL in the Configuration section will now include your proxy prefix if Library Proxy is ON and the Proxy URL has been entered into Library Settings.
      • When viewing the resource's list of titles, all titles will now be accessible.
      • Added the setting "Use database level URLs for all titles in this database".
      • The Details page now loads successfully for Library-Specific Holding databases.
    • Title Selection
      • If you choose to not configure Automated Holdings Management for supported ebook databases, the Edit Status button is now available for you to manually select titles.
      • If you have configured a database for title selection but no titles have been added to your profile yet, the title count will now display as "0 of ###" instead of only "###".
    • Holding Details Page
      • Administration section: Admin ID and Password will now properly be saved.
    • Offline Date and Status Editor (ODSE)
      • If you enter a "From" date into your upload file and you leave the "To" date blank, the blank field will now be treated as "To Present".
      • When loading an ODSE file, the right pane of the Database Details page will now display a relevant message if the upload fails.
    • Costs
      • Payment Details screen now displays the name of the resource attached to the payment.
      • Transaction currency now consistently displays the appropriate currency code.
      • When uploading costs, a file name that is too long will now prompt you to use a shorter name.
    • COUNTER Usage Reports
      • There should no longer be situations where a COUNTER-compliant report does not upload.
    • Single Journals Database
      • Title Details section will now be available for all titles in the database.
    • Internal Resource Note
      • In the Administration section of a Details page, an internal resource note will now save successfully.
    • Public Notes
      • Notes can now be added at the title level in addition to database level, for all resources.
      • Notes now display for titles in Library-Specific Holding databases.
    • Interlibrary Shared Resources
      • Added Origin information when an inherited resource is added to a Collection.
    • Vendor Statistics Management
      • Form fields now accurately indicate mandatory versus optional fields.
    • My Intota
      • The Resource links on the Activities tab now link through to the correct pages.
    • Overlap Analysis
      • Summary Data is now included if you export the report; previously the summary only displayed on-screen.
    • Help Links
      • Links will now consistently display for all libraries.

    June 18, 2016

    Fixes / Updates
    • Contacts
      • When attaching a contact to a database or title, no longer will a lengthy contact name be hidden from display.
      • The Contact Role is now included in the right-side Contacts pane that displays on Details Pages (Provider Details, Database Details, Holding Details).
    • 'From Consortium' Resource Status
      • This resource status will now work as expected for libraries that do not subscribe to Interlibrary Shared Resources. Previously the Status was incorrectly removing database customizations.
    • Cost Data Upload
      • Database Titles Cost Template now formats ISSN with a '-' so that they are easier to compare to your title lists.
    • Notes
      • The "Open On" and "Resolve By" calendars will now allow for selecting a date that is up to 2 years in the future.
    • Management Reports
      • The Tracked Resources Report will now include the Subjects column containing e-journal and e-book subjects from our authority records.
      • A Tracked E-Journals report is now available so you can quickly generate a list of E-Journals in your Intota profile. A Tracked E-Books report already exists.
    • Holding-Level URLs
      • URLs for titles in a database will now be visible for all resources, including databases currently not being tracked in your profile. Visibility of these URLs will be helpful when you are uncertain if you are adding the correct resource to your profile.
    • Payments
      • When viewing Details pages (Provider, Database, Holding) you can now see any added foreign currency payments. Added currency codes for all transcations on Details pages. Updated alignment of columns.
      • The system will now accept a payment entered as a negative number to reflect a credit received.

    May 19, 2016

    Fixes / Updates
    • System Slowness
      • When filtering a list of titles to those that are Not Tracked in your profile, the system will now generate the title list in a timely manner.
    • UI Display Issues
      • When viewing title-level URLs in the Intota UI, and the database has Library Proxy set to OFF, no longer will the URLs sometimes include your proxy prefix (even though Intota was correctly providing your end users with unproxied URLs).
    • Management Reports
      • All transaction currency codes will now display in the Cost Details report.

    December 11, 2015

    Fixes / Updates
    • URLs
      • Updated display of URLs and dates of publication related to duplicate titles so that the correct URL and date of publication display for each holding.
      • When hovering over a green asterisk ('*') indicating a Custom Holding URL has been added, the hover-over text will now accurately display the Default URL, not the Output URL.
      • Updated the function of the Library Proxy setting at the Provider Details level so that OFF will correctly turn off the proxy for resources from that provider, and ON will keep the proxy prefix included in resource URLs.
    • Licenses
      • Performance improvements for License List load time.
      • Help link to New License Page.
    • Cost
      • Cost added at each level of the hierarchy will display in payment grid.
      • Permissions related to Cost are assigned correctly.
      • Navigation will now be possible: Navigating through Intota's Cost from provider through database and title.
    • Holding Details
      • Holding Details can be accessed from the Title Details page.
      • Database Subscription Status now displays the same for Holdings Details and Database Details.
    • Contacts: Preview Pane
      • When using the right-side Preview pane to view details for a contact:
        • The pane now correctly splits Collections out from Providers.
        • Clicking on the 'x' now closes the pane.
    • Licenses: Preview Pane
      • When using the right-side Preview pane to view details for a license:
        • Clicking the Related Resources link now leads to relevant page.
        • Clicking on the x now closes the pane.
    • Vendor Statistics Management
      • A message will now be included when a provider requires IP Authentication for accessing COUNTER stats.
      • Field size matches field length for Vendor Statistics Management and Client Center. Password field is 25 characters, Username field is 50 characters.
    • Overlap Analysis
      • Searching for databases to add to your overlap analysis will now work successfully no matter how many times you search for resources.
      • Reports show the correct number of titles when you click through to the title list.
    • Database Display
      • List of tracked databases will now be expandable so a user can choose to display the full list when it contains 2,000-plus resources.

    September 25, 2015

    • Interlibrary Shared Resources
      • New service allows libraries to share Databases and Licenses from a manager profile to member profiles, centralizing resource management.
      • View shared/inherited resources from a single interface, easily toggle between Database and License view pages.
      • Displaying Origin information allows users to easily identify inherited resources in list views and search results.
      • Shared licenses associated with shared databases in the Manager profile will automatically be linked in Member profiles.
      • Managers can easily share resources from the Database and License Details pages, My Intota and the new Resource Sharing page.
      • Run Overlap Analysis reports with your shared resources.

    If you are a library interested in learning more, use the Contact Us form or contact your sales representative directly.

    July 10, 2015

    Bug Fixes
    • Holding/Title Level URLs
      • Will no longer be double-proxied, or contain extra elements.
      • Preview URLs for Dynic RPA authentication type will now display correctly.
    • Preview Pane
      • When previewing a title after searching for it in the Knowledgebase, the preview pane will now consistently display the databases that contain the title.
    • Knowledgebase Notifications
      • When adding a Knowledgebase Notification Note, clicking on the Cancel button will now return users to the previous page.
      • When adding a Knowledgebase Notification Note, it s no longer necessary to click something in the Done column before the Save button is activated.
      • When adding a Knowledgebase Notification Note, the Save button will now save your note.
    • Tracked Resources Report (available in Management Reports)
      • Titles in the report will have the same status as is reflected in Intota User Interface.
    • Cost Data Upload
      • Download file will now have template details included.
      • Leading zeros in the Order Number field will now be saved.
    • Alerts
      • It will now be possible to add a recipient to an alert.
      • It will now be possible to save an alert.
    • Database Details
      • It will now be possible to save the "About" section.
      • When you click the "View All" titles link, now you will always be taken to the title list. Previously the link was not working for newly created databases in our Knowledgebase.
    • Title Details
      • Title counts will now be accurately reflected when making a database selectable.
    • Library Managed Holdings (LMH)
      • Display In settings for items added to an LMH database will now match the behavior experienced in the Client Center.
    • Licenses
      • Licenses will now load reliably.
    • Vendor Statistics Management
    • Counter Reports
      • "Save" and "Restore" buttons now activate when changes are made to reports.
    • Overlap Analysis
      • All databases are now available for selection in the drop down.
      • After running an analysis, when trying to click through to a database, you will now be taken to the title list.
      • Overlap Analysis will now display all databases and coverage dates where there is an overlap, both in the User Interface and upon export.

    May 29, 2015

    Access is now available to the 360 Usage Statistics report Click-Through by Provider and Database; this report was not included in the below May 1 release.

    May 6, 2015

    Bug Fixes
    • Payments
      • The fiscal year drop-down menu now displays correctly so that the payment can be entered successfully.
    • Notes
      • Notes are now loading in the user's browser within seconds. Previously they were taking a much longer time to load.
    • Resource Renewal Checklists Report
      • All databases with a renewal checklist in use will now be included in the report.
    • Vendor Statistics Management
      • The system will no longer remove leading zeros or any other characters entered into a field.
    • Downloaded Title List
      • When a title is downloaded for a database set up for title selection, the "Display in 360 Core" column will now be included in the downloaded template. Previously it was not included, and uploading the file resulted in a NO value for "Display in 360 Core".

    May 1, 2015

    Access is now available to 360 Usage Statistics for reporting on use of your collection through 360 Link, 360 Search, 360 MARC Updates, and E-Journal Portal.

    April 16, 2015

    Bug Fixes
    • Databases with Selected Titles
      • Titles newly added to the Knowledgebase will now display in database title list.
    • Database Details Page
      • Administration section of the page now displays properly.
    • Provider Details Page
      • Provider Details now displays for all users who can access resources/databases in the library's Intota profile.
    • Management Reports
      • Large reports necessitating multiple files now list all the generated files in the "Reports available for Download" space, not just the first file.
    • Library-Managed Holdings Database
      • Titles now display properly.

    March 20, 2015

    Bug Fixes
    • Database Details Page
      • The Library Proxy setting accurately reflects the behavior of the software. A value of ON indicates the library proxy will be prepended to the URL, and a value of OFF indicates the library proxy will not be prepended to the URL.
        • After the release, databases whose Library Proxy displayed OFF will be corrected to ON, and vice versa.
    • COUNTER Reports
      • Summary View page loads quickly and successfully.
      • The processing time to find title variants has been vastly improved.
    • Library-Managed Holdings Database
      • Page load time improvements for these custom, library-created databases.
      • Correct title count displays when one or more titles are removed.
    • View Recent Updates
      • Includes a date and time stamp.
      • Improvements to date filtering.
    • My Intota
      • Exported columns display properly.
      • Renewal Decision Date is calculated accurately.

    January 23, 2015

    • My Account New page that allows you to manage parts of your personal account:
      • The ability to change your password.
      • For 360 MARC Updates subscribers, the ability to enable and disable receipt of notifications when the library's MARC records are ready for pick-up.
    • View Recent Updates - Users with Library Information View/Edit permission can access an audit trail of changes to Databases and Titles made by individual users.
    • Database Details - New filter that allows you to filter a title list by Ebooks only or Ejournals only.
    Bug Fixes
    • My Intota
      • Added consistency in labeling.
      • Added Manage Titles function for LMH databases.
      • Fixed sort options.
      • Exported file includes Type column.
    • Database Details
      • Renewal dates are now saved correctly after entering subscription term.
      • Manage Titles function no longer displays for databases with no titles.
      • Link to Help restored.
      • "Present" now accepted as a valid coverage date.
      • Improved labeling of the Library Proxy feature to eliminate confusion.
    • Holding Details
      • Title Details section restored to page.
      • Can now change and save the Collection to which a holding belongs.
      • Zero is no longer accepted as a Renewal subscription term.
      • Renewal date is now saved correctly after entering subscription term.
      • Coverage dates consisting of YYYY only are now saved correctly.
    • Vendor Statistics Management
      • A user with Counter view permissions only can no longer edit VSM data.
      • Improved performance when loading page.
      • Icons are now displaying correctly.

    January 16, 2015

    Status Update
    As we start 2015, I would like to share some good news with you.

    In December, we released two updates for Intota designed to resolve page-load slowness. The updates focused on increasing speed for the pages that have the greatest impact on your workflows: the Title Details (December 2) and the Database Details page (December 19th) Our internal testing and initial reports from development partners indicate that performance is significantly improved for both of these pages.

    Here s what our partners are saying:
    • I've been in Intota daily for the past few weeks and have noticed no delays whatsoever. I think the performance is very good right now.
    • We're also noticing that View Titles under Database Details is loading quickly now, and filtering title lists is really fast.

    In addition to the updates above, our Quality Assurance team has started a systematic evaluation of page latency and overall performance for Intota. If we uncover additional slowdowns, we will prioritize them and promptly schedule work to update them.

    We always welcome additional feedback that will help us to prioritize our efforts. Please use the Contact Us menu at the top of the Support Center or email us at

    All the best for the New Year,
    Kathryn Harnish
    Director of Product Management, Library Services Platform

    November 24, 2014

    Status Update
    As the Director of Product Management for the ProQuest Library Services Platform, I wanted to thank each of you for selecting Intota and for the feedback you ve all provided on the product. In the early days of a product s release, it s invaluable to receive frank, honest, and clear input from our library partners.

    And you deserve frank, honest, and clear feedback from us.

    To this end, I d like to acknowledge that the current performance of Intota is unacceptable to all of us. We have heard about a number of serious system latency issues from many of you, and we re working hard to identify the root causes of the problems, analyze potential solutions, and get fixes in place as quickly as possible.

    In conversations with our development partners last week, we identified several key pages for which latency is a critical issue: namely, the Database Titles and Database Details pages. For both of these pages, our Engineering team is investigating ways in which to optimize performance. Since the analysis of problems is still underway, I don t have a timeline for deployment of fixes, but I do want to advise you of this work and to reassure you that we are treating this as our highest priority. As the Engineering team continues its efforts, I will provide regular updates on our progress and a timeline to resolution.

    Once we ve completed work on these two pages, we will continue to evaluate page-load times and to address any latency issues that we find. We plan to do this by:
    • Regularly reviewing Customer Support tickets involving Intota performance; and
    • "Baselining" other page-load times in the Intota application to ensure that each meets product performance requirements.

    If there are particular pages (in addition to the two mentioned above) that load slowly on a consistent basis, please share these details with our Customer Support team, the Contact Us menu above provides email and phone contact information. My colleagues in Support will escalate these issues for immediate attention by the Engineering team.

    I know that these performance issues have made getting started with Intota more challenging than it should be, and I apologize for the frustration that you ve experienced. I ask for a bit of continued patience as we work to resolve these issues and to help you to realize the full potential of the Intota solution.

    If you have any questions or concerns, don t hesitate to reach out to me directly, my contact information is below, and I welcome further discussion about this or any other Intota feedback you may have. And as noted above, please continue to report any product performance issues to your Implementation Manager or the Support Team, as appropriate we will review those tickets and get them to the Engineering team as quickly as possible.

    Kathryn Harnish
    Director of Product Management, Library Services Platform

    October 17, 2014

    • My Intota New area that provides a great starting point for doing your everyday work. In My Intota you have:
      • An Activities tab that gathers your time-sensitive notifications and tasks.
      • A Databases tab providing a variety of ways to filter and view resources in your profile.
    Bug Fixes
    • Improvements with pages that had previously been slower to load. Additional work will continue to address these pages.
    • All resource types
      • Improved support for resource coverage dates formats and validation, including YYYY and present
      • If the renew button is not present on the details page, it is no longer available on the Review Checklist form
      • Payment amounts are validated
      • Breadcrumb trails working correctly on Add Resource, Overlap Analysis, and COUNTER Report Data pages
    • COUNTER Reports
      • All providers not just providers that already have uploaded reports are listed in Upload Reports > Select Vendor drop-down
      • "Platform Mismatch" error icon displays in the grid
      • Zero Usage filter works correctly
      • Downloaded files have the appropriate .csv or .xml extension
    • Database Details
      • Collections on Titles List page are now linkable
      • Custom Date displays in the Titles List grid
      • Related actions that are invalid for zero-title databases do not appear
      • Renewal subscription terms are now validated
    • Vendor Statistics Management
      • Leading zeros in password field are no longer stripped
      • User interface improvements
      • User is prompted to save data changes when Previous Provider or Next Provider is selected
    • Providers
      • Databases lists can be sorted by Status, ascending and descending
      • The count now displays on the Databases list
    • Cost Data Upload
      • Database Titles Cost Template now populates beyond first 200 tracked databases
      • Able to view all errors in Upload Status window
    • Intota Search Box
      • Improvements to title normalization in the results list
      • Able to search for Licenses and Contacts with 1 or 2 character names
    • User Accounts
      • A valid password is always generated correctly when a new user is created
      • Users with Data Management View permissions cannot start tracking resources
    • Overlap Analysis
      • Now able to retrieve titles details from a database that was added to default comparison list
    • Menu Settings
      • Addition of duplicate detection for menu labels

    August 8, 2014

    Bug Fixes
    • Library-Managed Holdings (LMH) Fixes to the title upload logic including error handling, format validation, and comments. Enables users to add a format and edit it.
    • COUNTER Reports page Fixes to the reports grid for filtering and sorting.
    • Provider Details page Displays number of tracked databases, displays URL previews, and enables users to add notes to a database. For clarity s sake, old SerSol identifiers were removed from display.
    • Database titles list Allows users to download a titles list that only includes subscribed titles. The upload logic for selectable databases has been repaired.
    • Miscellaneous Improved contact display in the preview panes, removed Contains Full Text facets for license and collection when adding new resources, fixed outbound links to customizer administration consoles.

    July 25, 2014

    • Navigation The breadcrumbs feature has been refactored and re-introduced allowing users to more easily navigate between pages without needing to restart their workflow or hit the back button.
    • Renewals Display previous years renewals date on the details pages of Providers, Databases, Holdings, and Collections.
    Bug Fixes
    • Library Managed Holdings
      • Upload doesn t work when Overwrite Existing is checked
      • Upload modal doesn t disappear
      • Unable to edit some fields in holdings details
      • Editing a title deletes the ISSN or ISBN
      • New titles that are manually created don t display all fields
      • New title s status doesn t display what the user actually selected
      • Coverage dates display is confusing
      • Title details holding URL default value displays two different values
      • Download not working
    • COUNTER Reports page
      • Download fails for some reports
      • Upload process never ends
      • Date range filter corrections
      • Upload yields internal errors
      • Missing history after first upload
      • Upload appears to succeed but the modal does not disappear
      • Download should warn the user if any changes were made before the last save
      • Filtering does not work
    • Payments
      • Fund amount is not properly validated
      • When editing funds with cents, only the dollar portion displays
      • Fund code modal not updated after editing
      • Delete button does not work when trying to bulk delete payments
      • Delete button is enabled when nothing is selected
    • Database Details
      • Download titles list not working
      • Cannot clear filters after filtering by ISBN/ISSN
    • Provider Details
      • Add Note link on database list is not working
    • Contacts Search
      • Fixes have been made to Resource Type facet

    June 26, 2014

    The new library services platform has launched!

    About Intota

    Intota helps libraries transform and address current challenges without requiring adoption of a whole new system built around old approaches. This product represents a breakthrough in library systems which allows librarians to better serve the demands of modern patrons. Highlights include:
    • A re-imagined user interface
    • Ability to create unified, intelligent workflows
    • Support for automated holdings in DDA programs
    • Enables data-driven decision making to improve ROI
    • Seamless integration of Management, Discovery and Assessment tools
    • All fueled by the industry s only single, authoritative Knowledgebase

    Learn more about Intota on our website and our Intota User Guide in the Support Center.


    • Date Created: 27-Jun-2014
    • Last Edited Date: 19-Dec-2016
    • Old Article Number: 10974
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