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Central management of e-resource and vendor records in the Network Zone (NZ) for e-resources acquired through OCLS’s eResource Management service.
Rationale
Managing e-resource records ( electronic collections and portfolios ) centrally:
Enables efficient discoverability and access for end users, and – in conjunction with the vendor records – supports the colleges' IZ acquisition data and workflows
Reduces duplication of records where multiple colleges license the same content and ensures record quality meets the established standard
Reduces duplication of records and the overall record count in our shared environment (a cost component of the software licence).
Reduces library staff workload across the system
Managing vendor records:
Supports the colleges' use of Alma for managing acquisition and budget data
Access Requirements:
To create and maintain the records, staff will require administrative access to the NZ Alma instance
To test and troubleshoot issues with the records, staff will require:
Access to every college’s Primo (public access is sufficient)
User credentials for every college’s:
Local user authentication systems (SSO or EZproxy as applicable)
Alma (view only access is sufficient)
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Activity | Notes |
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Activate Community Zone (CZ) e-resource recordselectronic collection and portfolios, configure as necessary to support access, and distribute to licensed colleges | Configuration may include, for example, enabling for proxy (remote) access and entering customer linking parameters |
Create vendor records in the NZ and distribute to college IZs | The distribution part may fall under a different service proposal? (Also see my note under “Dependencies”) |
Enhance CZ electronic collection records as needed to support discoverability and access | Enhancements may include, for example, overriding title, description, and URL fields, with a priority focus initially on meeting basic functional requirements |
Create local electronic collection records collections where no viable options exist in the CZ | We’re still exploring solutions for these missing e-resources, and this may overlap with other service proposals |
Provide the colleges with front-line tech support for NZ e-resources | Including system testing and troubleshooting and liaising with the e-resource vendor and ExLibris |
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