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  • To create and maintain the records, OCLS staff will require administrative access to the NZ Alma instance

  • To test and troubleshoot issues with the records, OCLS staff will require:

    • Access to every each college’s Primo/Page 1+ discovery (public access is sufficient)

    • User credentials for every each college’s:

      • Local user authentication systems (SSO or EZproxy as applicable)

      • Alma (view only access is sufficient)

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  •  Centrally funded:
  •  Cost recovery:
  •  Professional Service:
  •  Under review

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.

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Activity

Notes

Activate Community Zone (CZ) electronic 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

Enhance CZ electronic e-resource 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 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

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”)

Documentation

 

TrainingIntegrate CLEAR permitted uses  in the Page 1+ Alma/Primo environment

Documentation

 

Out of Scope Activities

Colleges/other parties will be responsible for these activities.

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