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Summary
Central management of e-resource and vendor records in the Network Zone (NZ) for e-resources acquired through OCLS’s eResource Management service.
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The centralized management of vendor records supports the colleges' use of Alma for managing their acquisition and budget data.
Access Requirements:
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 the following.
Access to each college’s Primo (public access is sufficient)
User credentials for each college’s:
Local user authentication systems (SSO or EZproxy as applicable)
Alma (view-only access is sufficient)
Dependencies:
CLEAR service. Electronic collection records are required in the NZ for CLEAR links to appear in Primo. See the Permitted Uses Service Proposal for more information about the integration of CLEAR into Page 1+.
Consortial metadata services. Please see the Metadata Management Service Proposal for information about centralized management of records for select e-resources.
Remote Access (RA) service. Electronic collection records must be activated and configured correctly for the RA service to function in the Alma/Primo environment.
Future Considerations:
Manage or support “upload electronic holdings” integration profiles in the NZ
Manage trials in the NZ
Submit NZ collections to the CZ for use by colleges outside the Page 1+ network
Use Alma as a consortial ERMS (manage complete acquisition workflow in NZ, including but not limited to funds, orders, invoices, and licences) or connect Alma with our existing consortial ERMS (ConsortiaManager)
Create negotiation licences to further streamline the colleges' acquisition workflow in Alma
Include the colleges' independent e-resources in the NZ
Proposed Funding Model
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Service
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Service Activities
Although circumstances 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 |
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Creation and maintenance of funds, orders, invoices, licences, and other elements of the Alma acquisition infrastructure not described under “OCLS Activities” above | Colleges may create these records if they wish to use Alma’s acquisition functionalities. Licence records may be considered for NZ management in the future in connection with developments in OCLS’s strategy for the CLEAR service |
Maintenance of records for the colleges' independent e-resources | An “independent” e-resource is one acquired by the college in direct communication with the vendor and tracked by the college outside of OCLS’s ERMS (ERMA/ConsortiaManager) |
Systematic testing of any colleges' NZ e-resources | OCLS will provide the colleges with information to map their OCLS-acquired e-resources with their NZ e-resource records, as well as technical support in response to college service requests |
Access Requirements
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 the following.
Access to each college’s Primo (public access is sufficient)
User credentials for each college’s:
Local user authentication systems (SSO or EZproxy as applicable)
Alma (view-only access is sufficient)
Dependencies
CLEAR service. Electronic collection records are required in the NZ for CLEAR links to appear in Primo. See the Permitted Uses Service Proposal for more information about the integration of CLEAR into Page 1+.
Consortial metadata services. Please see the Metadata Management Service Proposal for information about centralized management of records for select e-resources.
Remote Access (RA) service. Electronic collection records must be activated and configured correctly for the RA service to function in the Alma/Primo environment.
Future Considerations
Manage or support “upload electronic holdings” integration profiles in the NZ
Manage trials in the NZ
Submit NZ collections to the CZ for use by colleges outside the Page 1+ network
Use Alma as a consortial ERMS (manage complete acquisition workflow in NZ, including but not limited to funds, orders, invoices, and licences) or connect Alma with our existing consortial ERMS (ConsortiaManager)
Create negotiation licences to further streamline the colleges' acquisition workflow in Alma
Include the colleges' independent e-resources in the NZ
Proposed Funding Model
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Proposal Details
Drafted on: |
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Prepared by: | Nicole Morgan |
Prepared for: | E-resources/Acquisitions Subcommittee and Implementation Steering Committee |
Reviewed on: |
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Finalized on: |
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