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Introduction
This proposal cluster of services 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.
We anticipate that this suite of cost recovery services will be defined and developed further in consultation with the Page 1+ Steering Committee standing committees and the participating college libraries.
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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.
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Service Activities
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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. OCLS will be responsible for these activities.
OCLS Cost Recovery Service Activities - Contract and System Support
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Page 1+ Consortium - OCLS Service Proposal - Centralized Contract & Financial Management OCLS proposes to support consortial contract negotiations and vendor relationships in support of Page 1+. This may include, for example:
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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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With a centralized perspective, OCLS is in the optimal position to review product updates, perform testing in sandbox, coordinate testing with colleges, report to and roll out to participating colleges. |
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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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Sandboxes are the Alma/Primo VE test environments. Library staff and OCLS may use these sandboxes for training and experimenting with different configurations or integrations. OCLS can manage these sandboxes and develop guidance on how the Page 1+ colleges can use the Alma and Primo VE sandboxes. For example,
Out of Scope Activities·
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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. As a central service, OCLS can identify dependencies resulting from the work of different committees as well as OCLS services. In this way, we avoid duplication of effort and leverage the advantage of OCLS support of both consortia collaboration in the Page 1+ Consortium 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.
Access Requirements
In order to perform these services OCLS will need:
Admin access to college’s IZ Alma and Primo VE instance
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Credentials or guest access to college SSO in support of their Primo VE instance
Dependencies
In order for OCLS to provide these services, colleges need to commit to the following:
Consult with OCLS on services and priorities
Consult with OCLS on the costing and cost allocation model
Agree in principle that not all services will be needed by all colleges, but that for the long-term benefit of the consortium all colleges will pay their share of the agreed upon suite of cost recovery services
Access Requirements:
In order to perform these services OCLS will need:
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Admin access to college’s IZ Alma and Primo VE instance
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Future Considerations
Letter template development and maintenance
API development and management
Alma Training School
Proposed Funding Model
The identified funding model represents OCLS’s best effort at determining how the costs to provide proposed services will be covered.
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Future Considerations:
Letter template development and maintenance
API development and management
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Proposal Details
Drafted on: |
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Prepared by: | OCLS |
Prepared for: | Implementation Steering Committee |
Reviewed on: | TBD |
Finalized on: | TBD |
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