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Service Area: Electronic Resource Management
Summary
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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Introduction
Alma presents opportunities to manage aspects of the eResource acquisition and access process centrally. The centralized management of electronic collections and portfolios in the NZ has the following benefits.
Enables efficient discoverability and access for end users, and – in conjunction with the vendor records – to support supports the colleges' Institution Zone (IZ) acquisition data and workflows
Consortial advantage: reduce duplication Reduces duplication of records where multiple colleges licence license the same content , both in terms of cost savings (limit record count) and workload across the system
Access Requirements:
To create and maintain NZ records, staff will require administrative access to the NZ Alma
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)
Dependencies:
CLEAR: collection records are required to insert links to CLEAR in the colleges' Primo
LSM team services:
Local collection records are required to create import profiles and publish bibs for missing e-resources to the colleges' Primo
Possibly LSM team will manage the distribution job?
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 consortial ERMS: manage complete acquisition workflow in NZ including (but not limited to) funds, orders, invoices, and licences
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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- Centrally funded:
- Cost recovery:
- Professional Service:
- Under review
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Service Activities
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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
The centralized management of vendor records supports the colleges' use of Alma for managing their acquisition and budget data.
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.
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.
OCLS Activities
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OCLS will be responsible for these activities.
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Activity
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- Electronic Resource Management
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Configuration may include, for example, enabling for proxy (remote) access and entering customer linking parameters |
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Create vendor records in the NZ and distribute to college IZs
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The distribution part may fall under a different service proposal? (Also see my note under “Dependencies”)
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Enhancements may include, for example, overriding title, description, and URL fields, with a priority focus initially on meeting basic functional requirements. |
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Create local e-resource records where no viable options exist in the CZ
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Create vendor records in the Network Zone (NZ) and distribute to college Institution Zones (IZs). Records will only be created for vendors of the e-resources activated in the NZ. |
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Including system testing |
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, troubleshooting and liaising with the e-resource vendor |
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and ExLibris. |
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Integrate CLEAR permitted uses in the Page 1+ Alma/Primo environment. Records will only be created for vendors of the e-resources activated in the NZ. |
Out of Scope Activities
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Creation of licence records
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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 or and Implementation Steering Committee? |
Reviewed on: |
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Finalized on: |
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Attachments
This service proposal is an implementation of follows ExLibris' third model option #3 for collaborative ERM workflows in Alma networks:.
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The proposed workflow:An outline of the acquisition workflow under this service proposal is provided below.
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