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Introduction
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. The focus of this service cluster is on contract management and aspects of central system support that are aimed at helping to leverage the consortial value of a shared library services platform without duplicating support and services already provided by ExLibris.
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Provide the advantage of central coordination to leverage consistency and efficiency across the Consortium
Streamline system support and administration activities
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
Cost Recovery Service Activities - Contract and System Support
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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OCLS will be responsible for these activities.
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Page 1+ Consortium - OCLS Service Proposal - Centralized Contract & Financial Management |
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Provide centralized coordination of resource sharing activities.
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Many settings and configurations must be managed centrally or distributed from the Network Zone to enable Alma functionality in each Institution Zone. For example:
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Support and maintain distributed configurations within the Alma Network Zone in support of participating Page1+ libraries.
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Some colleges may not have the staff capacity or expertise to make configuration changes in their IZ or Primo VE instance. OCLS, by request, can make those changes on behalf of the college. For example:
This builds capacity and expertise across the consortia with staff who are positioned to develop and share that knowledge and expertise for all members big and small to benefit. The work can also be replicated across IZs when recommended by CLO and requested by individual members. |
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It is possible to create reports containing information from the Network Zone and to share reports created in the Network Zone. OCLS can be responsible for configuring analytics for the network zone, 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. For example:
Out of Scope Activities
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· Develop sandbox policies and procedures · Manage testing credentials in sandboxes · Manage Developer Network credentials for sandboxes and create API keys for the sandbox environments on demand · Review and test new releases and enhancements in the sandbox environments and introduce them to colleges · Manage the refresh of sandboxes. This includes requesting the refresh, requesting extra features to be turned on as needed, and testing after the refresh · Resolve sandbox problems as identified · Assist colleges with LIT program training. This may include creating accounts, assigning roles, troubleshooting, and data cleanup · Coordinate with LIT program training colleges to manage sandbox refresh Out of Scope Activities · Perform testing in sandboxes for colleges · Remove college-created testing data · Restore college-created testing data · Retain college-created testing data during the sandbox refresh |
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OCLS is the expert on the Page 1+ consortium, it’s consortial services, and shared data that are embedded in the system (eResource Management, Remote Access, CLEAR, Metadata Management, the Network Zone). With this customized expertise and admin access to the NZ and IZs, OCLS is in a unique position to provide hands-on support to the colleges. For example:
Out of Scope Activities
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OCLS is in a position to act as a strategic resource in support of consortial decision-making and planning |
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Prepare meeting agendas, minutes, reminders of action items
Provide communication expertise and share knowledge
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Review product updates, perform testing in sandbox, coordinate testing with colleges, report to and roll out to participating colleges
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Maintain a help desk for support and consultation
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Oversee and manage the Page 1+ Alma Sandbox
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Oversee and manage the LIT program Alma Sandbox
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. In this way, we avoid duplication of effort and leverage the advantage of OCLS support of both consortia and college efforts. For example:
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OCLS intends to develop detailed service descriptions for each of these activities. The descriptions will outline aspects of the proposed service, its alignment and value to the Page 1+ Consortium and, how we propose to deliver it. Ultimately, once accepted, the service descriptions will form the basis of a Service Level Agreement between OCLS and the members of the Page 1+ Consortium.
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