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This proposal speaks to OCLS’s anticipated role in providing a suite of cost recovery, value-added services that support the colleges participating in the Page 1+ Consortium to leverage the consortial value of a shared library services platform.
OCLS is proposing to take responsibility for centralized management and support of activities impacting the consortium. We anticipate that the this suite of cost recovery services delivered by OCLS will be defined and developed further in consultation with the Page 1+ Steering Committee and the participating college libraries.
Rationale
OCLS has a long history of providing centralized services and support to the members of the Sirsi Consortium. We propose to bring that experience and knowledge to support the Page 1+ Consortium. In line with the Page 1+ Consortium’s strategic goals for leveraging collaborative activities for efficiency and cost savings, OCLS’s value-added services and activities will:
Provide the advantage of central coordination to leverage consistency and efficiency across the Consortium
Streamline system support and administration activities with centralized knowledge and expertise
Leverage longstanding partnerships with Ontario college libraries to deliver customized services
Reduce duplication of work by individual colleges for the benefit of Page 1+ Libraries
Facilitate collaborative initiatives through the support of a shared system
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Activity | Notes |
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Maintain the centralized contracts & provide financial management services | |
Provide centralized coordination of resource sharing activities | For example, managing partner library profiles and parameters |
Support and maintain distributed configurations within the Alma Network Zone in support of participating Page1+ libraries | For example, distribute letter/notice templates, role profiles and assignments |
Support and maintain configurations of Institution Zones and IZ Primo VE instances on behalf of individual colleges, as needed | |
Support Page 1+ consortial analytics activities including providing NZ and IZ specific support | For example, identify existing reports in the Alma Analytics Community Folder that can be used by Page 1+ libraries, create and maintain shared reports as needed, or assist individual colleges in the creation of reports for their own purposes. |
Coordinate, support, and facilitate committees, working groups and communities Communities of practice Practice (COPs) | Act as strategic resource in support of consortial decision-making and planning Prepare meeting agendas, minutes, reminders of action items Provide communication expertise and share knowledge |
Review product updates, work with working groups, perform testing in sandbox, coordinate testing with colleges, report to and roll out to participating colleges | |
Maintain a Helpdesk help desk for support and consultation | |
Alma/ExLibris Support Portal incident tracking for contractual agreement | Ticket escalation |
Oversee and manage the Page 1+ Alma Sandbox | |
Oversee and manage the LIT program Alma Sandbox | |
Maintain a custom package branding template that colleges can use in Primo VE |
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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
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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.
Activity | NotesNote |
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Entering requests on behalf of the college for support to ExLibris' Support Portal |
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Proposal Details
Drafted on: | 01 Apr |
Prepared by: | OCLS |
Prepared for: | Implementation Steering Committee |
Reviewed on: | TBD |
Finalized on: | TBD |
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