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Page1+ Consortium OCLS Service Proposal
Service Area: Page1+ Consortium - General Services & Support
Summary
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Introduction
This cluster of services speaks to OCLS’s anticipated role in providing a suite of cost recovery, value-added services and activities that support the colleges participating in the Page1Page 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 offered by of a shared library services platform in support of the participating Page1+ collegeswithout duplicating support and services already provided by ExLibris.
We anticipate that the this suite of cost recovery services delivered by OCLS will be defined and developed further in consultation with the Page1+ Steering Committee.
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Page 1+ standing committees and the participating college libraries.
Rationale
OCLS has a long history of providing centralized services and support to the members of the Sirsi Consortium. We propose to bring that experience and knowledge to support the Page 1+ Consortium.
Proposed services in this cluster emerged from initial consultation with ExLibris, the Project Management Office and other consortia. The proposal is also drawn upon the experience that OCLS has from over a decade of facilitating the work of the Sirsi consortium and is designed with the expectation that some libraries may require additional support as they fully implement and begin to use the software.
In line with the consortium’s Page 1+ Consortium’s strategic goals for leveraging consortial collaborative activities for efficiency and cost savings, OCLS’s value-added services and activities wouldwill:
Advantage of centralized knowledge and efficient expertise
Leveraging longstanding partnership with college library staff delivering customized service
Facilitated collaboration through the sharing of serviceProvide 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.
Service Activities
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 Cost Recovery Service Activities
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OCLS will be responsible for these activities.
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Activity
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Notes
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Centralized contract & financial management services
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Centralized coordination of resource sharing activities
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For example, managing partner library profiles, rotas, and parameters
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Configuration support and maintenance of the Alma Network Zone in support of participating Page1+ libraries
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IZ Alma and Primo VE configuration support and maintenance on behalf of individual colleges
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Analytics, including NZ and IZ specific support
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Coordinate, support, and facilitate committees, working groups and communities of practice (COPs)
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- Contract and System Support
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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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Alma Sandbox oversight and management
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LIT program Alma Sandbox oversight and management
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Maintaining a custom package branding template that colleges can use in Primo VE
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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 collaboration in the Page 1+ Consortium and college efforts. |
Prepare meeting agendas, minutes, reminders of action items communications expertise, knowledge
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Review product updates, work with working group, perform testing in sandbox, report to and roll out to participating colleges
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Maintaining a Helpdesk for support and consultation
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Alma/ExLibris Support Portal incident tracking for contractual agreement
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Ticket escalation
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
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 allocated 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.
[draft notes added by Liana from discussion on May 24] The development of a funding model will take time and be based on data collected OCLS intends to observe and consult with the colleges during the first year of service provision to ensure the development of a funding model that will best suit college library needs.
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Out of Scope Activities
To provide some clarity about important activities that the colleges/third parties may need to undertake, we have provided those 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.
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Activity
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Notes
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Entering requests on behalf of the college for support to ExLibris' Support Portal
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Distribute and maintain letter templates
API Development and Management
Alma Training School
Proposal Details
Drafted on: | 01 Apr |
Prepared by: | OCLS |
Prepared for: | Implementation Steering Committee |
Reviewed on: | TBD |
Finalized on: | TBD |