Nature of the collection has changed

50% of collection electronic

60+% materials budget

Managing today’s collection with yesterday’s tools

Today’s Reality: Collections

The Pain

Workflows

System Maintenance

Assessment

Serials Solutions is building a completely new solution that helps libraries work more efficiently so you can spend more time on mission-critical activities.

The solution

… a single, centrally provisioned solution that supports the entire lifecycle of the library’s collection, including selection, acquisition, resource management, cataloging, discovery, and fulfillment regardless of resource type.

Intota is…

New, open technologyNo local hardwareNo “client” softwareInteroperable

SaaS modelNot just “in the cloud”Multi-tenant

Easy, fast to enhance

Advantages of “Centrally Provisioned”

A Unique Solution

Unified, intelligent workflows

Knowledgebase

Assessment

InteroperableDeveloped and supported by Serials

Solutions

Complete functionality, reconceptualized

Intota

Selection Acquisitions

Description

Discovery

Fulfillment

Assessment• Funds

• Electronic ordering

• License data

• Auto invoice building

• Auto copy cataloging

• AP updates

• PDA updates

• Cataloging

• Authority control

• Piece control

• Patron integration

• Reporting • Assessme

nt

• Summon• Others

• Circulation

• ILL• Electronic

delivery• Booking

• Usage data• Inventory

Management

• Online Reporting

• Interaction w/Data Warehouse

• Preservation

• Overlap

l Packagesl Monographs/

Serialsl Authorities

l Licensingl Vendor

information

Serials Solutions Knowledgebase

built on FRBR framework

• User input• Selection

lists• PDA• Selection

tools• BIP• Ulrich’s• ILL• Others

Resource Management Workfloww

SearchSelect

Resource

Add to PO:

Status = Selected

Order to Provider

Add Bib/

Holdings

Order:Status = on order

Track more RM

data

Receive and Pay:

Status= In Process

Invoice from

Provider

ERM: Quote from Provider/Agent

Activation/Check-In Checklist: Status =

Subscribed

Copy catalog from KB or other source.

Print or ElectronicSubscriptions

Renewal Alert

Renew?

Renew/Cancel

Checklist: Status =

Renewed/Cancelled

Payment to Provider

Select Provider

URL and

ERM: Trial

Renewal Portal

Red = Electronic and PrintBlue = Electronic only

Link Tester Utility

Intota Catalog

In KB In KB In KB

KB(authoritative

metadata)

Master Record

(KB)

Entity Record

(not in KB)

Overlay Record (custom metadata)

pipeline

Summon

Content

Not in KB Not in KB Not in KB

MARC DC etc.

Access, Items

KBtransform

LC

BIP

Ulrich’s

Providers

etc.

References from

ControlledVocabularies

Networked Authority Control

SerSol Authority

• Names• Subjects• Controlled

Vocabulary• Locations

LC, MESH and other controlled

vocabularies

Standardized terms

Customer Union

Serials Solutions Knowledgebase

•Names•Subjects•Controlled Vocabulary• Locations

Library 1 Library 2 Library 3

Summon Index

StaffIndex

SerSol Authority

Circulation Policy Example

Integrated selectionSeamless copy catalogingLicensing data that just appearsPDA that just worksVendor details that update automaticallyAuthority data that’s always current with almost no effortPackages that update themselves

Imagine …

Offered as a subscription modelRepurpose your “systems” budgetContain your total costs

Our Goal: To Unplug your ILS

Intota Availability

Phase 3: Fulfillment - 2014

Phase 2: Selection – 2013

Phase 1: Data Management - 2012• Data

management (manage resources/cataloging)

• Acquisitions print & electronic

• Selection• External

system integration

• Overlap analysis

• Full circulation• Network

authority control

• Data harvesting by campus warehousing service

SUNY GeneseoUniversity at BuffaloBall State UniversityJohnson County Community CollegeOklahoma State UniversityMarist College

Our Development Partners

Serials Solutions Delivers

Proven history of solving problemsFirst e-resources management

serviceUnderstand SaaS and agile

developmentUnmatched customer service

Founded by a librarian for librarians

Single workflow=increase efficiencyBetter decision making and data sharingBudget savings from displacing the ILSAbility for you to focus on mission-critical activities

Our Commitment: Benefits to your library