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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.
OCLS is proposing to take responsibility for centralized management of system support activities impacting the consortium. We anticipate that the suite of cost recovery services delivered by OCLS will be developed in consultation with the Page1+ Steering Committee.
Rationale
OCLS has a long-standing tradition of providing centralized services and oversight on behalf of the Sirsi Consortium. In line with the consortium’s Page1+ Consortium’s strategic goals for leveraging consortial collaborative activities for efficiency and cost savings, OCLS’s value-added services and activities would:
Advantage of Provide the advantage of strategic administration with centralized knowledge and efficient expertise
Leveraging longstanding partnership with college library staff delivering customized service
Facilitated collaboration through the sharing of serviceLeverage customized services founded on longstanding partnerships with Ontario college libraries
Facilitate collaborative initiatives through the support of a shared system
Reduce duplication of work by individual colleges for the benefit of Page1+ Libraries
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.
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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 Configuration support and maintenance of Institution Zones and IZ Primo VE instances 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 |
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In order to perform these services OCLS will need:
Admin access to College’s college’s IZ Alma and Primo VE instance
Credentials or guest access to College college SSO in support of their Primo VE instance
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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 OCLS intends to observe and consult with the colleges during the first year of service provision to ensure the development of a funding model that will best suit college library needs.
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Activity | Notes |
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Entering requests on behalf of the college for support to ExLibris' Support Portal |
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Future Considerations:
Distribute and maintain letter templates
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Drafted on: |
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Prepared by: | OCLS |
Prepared for: | Implementation Steering Committee |
Reviewed on: | TBD |
Finalized on: | TBD |