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Page1+ Consortium OCLS Service Proposal
Service Area:
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Page1+ Consortium - General Services & Support
Summary
Supporting participating colleges library staff and their IZ through a helpdesk
Rationale
This proposal speaks to OCLS’s anticipated role in providing a suite of value-added services and activities that support the colleges participating in the Page1+ Consortium and leverage the consortial value offered by a shared library services platform.
Rationale
Describing the initial foundational services the OCLS will provide to support the Alma Consortium.
Advantage of centralized knowledge and efficient expertise
Leveraging longstanding partnership with college library staff delivering customized service
Facilitated collaboration through the sharing of service
Access Requirements:
Access In order to perform these services OCLS will need:
Admin access to participating college’s IZ Alma and Primo VE instance
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Credentials or guest access to College SSO in support of their Primo VE instance
Dependencies:
Requires access
Future Considerations:
Distribute and maintain letter templates
API Development and Management
Alma Training School
Proposed Funding Model
The identified funding model represents OCLS’s best effort at determining how the costs to provide proposed services will be covered.
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Service Activities
As the migration to Alma impacts OCLS services, OCLS would like to provide some guidance about what services will look like after implementation. Although things may shift as we move forward, the OCLS Activities table outlines the high-level activities that OCLS currently believes will be part of this service.
To provide some clarity about important activities that the colleges/third parties may need to undertake, we have provided those in the Out of Scope Activities table. These out of scope activities are not meant to be an exhaustive list of all activities for the colleges, but rather to identify activities that OCLS will not be undertaking on behalf of the colleges post Go Live.
OCLS Activities
OCLS will be responsible for these activities.
Activity | Notes | ||
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Help desk Maintaining a helpdesk for support and site maintenance | Alma Training School and site maintenance | Working Group Facilitation | API Development and Management |
Distribute and maintain fulfillment unit changes (policies, terms of use) from the NZ |
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Distribute and maintain letter templates from the NZ | consultation | ||
Alma/ExLibris Support Portal incident tracking for contractual agreement | Ticket escalation; | ||
Centralized contract & financial management services | e.g. named user management in terms of surpassing contractual threshold | ||
Coordinating, supporting, and facilitating for committees, working groups and COPs | Meeting agendas, minutes, reminders of action items communications expertise, knowledge | ||
Review product updates, work with working group, perform testing in sandbox, report to and roll out to participating colleges | |||
Alma Sandbox oversight and management | |||
LIT program Alma Sandbox oversight and management | |||
IZ Primo VE configuration, support and maintenance as required |
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IZ Alma configuration, support and maintenance as required |
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NZ and IZ specific Analytics | |||
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Out of Scope Activities
Colleges/other parties will be responsible for these activities.
Activity | Notes |
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Communication through helpdesk for requests |
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Participation in working groups |
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Proposal Details
Drafted on: |
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Prepared by: |
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Prepared for: | |
Reviewed on: |
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Finalized on: |
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