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
The purpose of activating, creating, and maintaining e-resource records (electronic collections and portfolios) is to enable discoverability and access for end users, and – in conjunction with the vendor records – to support the colleges' IZ acquisition data and workflows
Consortial advantage: reduce duplication where multiple colleges 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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Service Activities
As the migration to Alma impacts OCLS services, OCLS would like to provide some guidance about what services will look like after implementation. Although things 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 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.
OCLS Activities
OCLS will be responsible for these activities.
Activity | Notes |
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Activate Community Zone (CZ) e-resource records, configure as necessary to support access, and distribute to licensed colleges | Configuration may include for example enabling for proxy (remote) access and entering customer linking parameters |
Create vendor records in the NZ and distribute to college IZs | The distribution part may fall under a different service proposal? (Also see my note under “Dependencies”) |
Enhance CZ e-resource records as needed to support discoverability and access | Enhancements may include for example overriding title, description, and URL fields, with a priority focus initially on meeting basic functional requirements |
Create local e-resource records where no viable options exist in the CZ | We’re still exploring solutions for these missing e-resources, and this may overlap with other service proposals |
Provide the colleges with front-line tech support for NZ e-resources | Including system testing and troubleshooting and liaising with the e-resource vendor and ExLibris |
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Out of Scope Activities
Colleges/other parties will be responsible for these activities.
Activity | Notes |
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Creation and maintenance of funds, orders, invoices, and other elements of the Alma acquisition infrastructure not described under “OCLS Activities” above |
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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, outside of OCLS’s eResource Management service, and therefore not represented in OCLS’s consortial ERMS |
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 tech support in response to college service requests |
Creation of licence records | Licence records may be considered in the future in light of developments in CLEAR and/or in OCLS’s provision of centralized support for acquisition workflows in Alma |
Proposal Details
Drafted on: |
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Prepared by: | Nicole Morgan |
Prepared for: | E-resources/Acquisitions Subcommittee or Implementation Steering Committee? |
Reviewed on: |
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Finalized on: |
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Attachments
This service proposal is an implementation of ExLibris' third model for collaborative ERM workflows in Alma networks:
The proposed workflow:
