Page1+ Consortium OCLS Service Proposal
Service Area: Page1+ Consortium - General Services & Support
Summary
This proposal speaks to OCLS’s anticipated role in providing a suite of value-added services that support the colleges participating in the Page1+ Consortium to leverage the consortial value of a shared library services platform.
OCLS is proposing to take responsibility for centralized management of system support activities impacting the consortium. We anticipate that the suite of cost recovery services delivered by OCLS will be defined and developed further in consultation with the Page1+ Steering Committee.
Rationale
OCLS has a long-standing history of providing centralized services and oversight on behalf of the Sirsi Consortium. In line with the Page1+ Consortium’s strategic goals for leveraging collaborative activities for efficiency and cost savings, OCLS’s value-added services and activities will:
Provide the advantage of strategic administration
Streamline system administration activities through centralized knowledge and expertise
Leverage customized services founded on longstanding partnerships with Ontario college libraries
Reduce duplication of work by individual colleges for the benefit of Page1+ 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 Activities
OCLS will be responsible for these activities.
Activity | Notes |
|---|---|
Centralized contract & financial management services | |
Centralized coordination of resource sharing activities | For example, managing partner library profiles and parameters |
Configuration support and maintenance of the Alma Network Zone in support of participating Page1+ libraries | For example, distribute letter/notice templates, role profiles and assignments |
Configuration support and maintenance of Institution Zones and IZ Primo VE instances on behalf of individual colleges. | |
Analytics, including NZ and IZ specific support | For example, identify existing reports in the Alma Analytics Community Folder that can be used by Page1+ libraries, create and maintain shared reports as needed, or assist individual colleges in the creation of reports for their own purposes. |
Coordinate, support, and facilitate committees, working groups and communities of practice (COPs) | Act as strategic resource in support of consortial decision-making and planning Prepare meeting agendas, minutes, reminders of action items Provide communication expertise and shares knowledge |
Review product updates, work with working group, perform testing in sandbox, report to and roll out to participating colleges | |
Maintaining a Helpdesk for support and consultation | |
Alma/ExLibris Support Portal incident tracking for contractual agreement | Ticket escalation |
Alma Sandbox oversight and management | |
LIT program Alma Sandbox oversight and management | |
Maintaining a custom package branding template that colleges can use in Primo VE |
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 services
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
Proposed Funding Model
The identified funding model represents OCLS’s best effort at determining how the costs to provide proposed services will be covered.
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.
Activity | Notes |
|---|---|
Entering requests on behalf of the college for support to ExLibris' Support Portal |
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Future Considerations:
Letter template development and maintenance
API development and management
Alma Training School
Proposal Details
Drafted on: |
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Prepared by: | OCLS |
Prepared for: | Implementation Steering Committee |
Reviewed on: | TBD |
Finalized on: | TBD |