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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 in support of the participating Page1+ colleges.
Rationale
Describing the initial foundational services the OCLS will provide to support the Alma Consortium.We anticipate that the suite of cost recovery services delivered by OCLS will be developed in consultation with the Page1+ Steering Committee.
Rationale
In line with the consortium’s strategic goals for leveraging consortial activities for efficiency and cost savings, OCLS’s value-added services and activities would:
Advantage of centralized knowledge and efficient expertise
Leveraging longstanding partnership with college library staff delivering customized service
Facilitated collaboration through the sharing of service
Service Activities
Although services, activities and priorities may shift as we move forward, the OCLS Activities table outlines the high-level activities that OCLS recommends be part of its value-added services.
OCLS Activities
OCLS will be responsible for these activities.
Activity | Notes |
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Centralized contract & financial management services | |
Centralized coordination of resource sharing activities | For example, managing partner library profiles, rotas, and parameters |
Configuration support and maintenance of the Alma Network Zone in support of participating Page1+ libraries | |
IZ Alma and Primo VE configuration support and maintenance on behalf of individual colleges | |
Analytics, including NZ and IZ specific support | |
Coordinate, support, and facilitate committees, working groups and communities of practice (COPs) | Act as strategic resource in support of consortial decision-making and planning Prepare 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 | |
Maintaining a Helpdesk for support and consultation | |
Alma/ExLibris Support Portal incident tracking for contractual agreement | Ticket escalation |
Alma Sandbox oversight and management | |
LIT program Alma Sandbox oversight and management | |
Maintaining a custom package branding template that colleges can use in Primo VE |
Dependencies:
In order for OCLS to provide these services, colleges need to commit to the following:
Consult with OCLS on services and priorities
Consult with OCLS on the costing and cost allocation model
Agree in principle that not all services will be needed by all colleges, but that for the long-term benefit of the consortium all colleges will pay their allocated share of the agreed upon suite of services
Access Requirements:
In order to perform these services OCLS will need:
Admin access to participating college’s College’s IZ Alma and Primo VE instance
Credentials or guest access to College SSO in support of their Primo VE instance
Dependencies:
Future Considerations:
Distribute and maintain letter templates
API Development and Management
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Proposed Funding Model
The identified funding model represents OCLS’s best effort at determining how the costs to provide proposed services will be covered.
[draft notes added by Liana from discussion on May 24] The development of a funding model will take time and be based on data collected during the first year of service provision.
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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.
Out of Scope Activities
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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Maintaining a helpdesk for support and 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
IZ Alma configuration, support and maintenance as required
NZ and IZ specific Analytics
Entering requests on behalf of the college for support to ExLibris' Support Portal |
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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 | Participation in working groups |
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Future Considerations:
Distribute and maintain letter templates
API Development and Management
Alma Training School
Proposal Details
Drafted on: |
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Prepared for: | |
Reviewed on: |
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Finalized on: |
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