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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
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Managing e-resource records (electronic collections and portfolios)
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centrally:
Enables efficient discoverability and access for end users, and – in conjunction with the vendor records – to support supports the colleges' IZ acquisition data and workflows
Consortial advantage: reduce duplication Reduces duplication of records where multiple colleges license the same content , to the effects of: cost savings (limit record count) and reducing 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
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To create and maintain NZ records, staff will require administrative access to the NZ Alma instance
To test and troubleshoot issues with the CZ records, staff will require 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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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 Activities that we propose that colleges/third parties may will need to undertake , we have provided those are noted 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.
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Activity | Notes |
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Activate Community Zone (CZ) e-resource records, 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 e-resource 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 e-resource electronic collection records 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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Attachments
This service proposal is an implementation of follows upon ExLibris' third or middle model option for collaborative ERM workflows in Alma networks:
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