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
Managing electronic collections and portfolios centrally:
Enables efficient discoverability and access for end users, and – in conjunction with the vendor records – supports the colleges' IZ acquisition data and workflows
Reduces duplication of records where multiple colleges license the same content 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
Managing vendor records:
Supports the colleges' use of Alma for managing acquisition and budget data
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:
Access to each college’s Primo/Page 1+ discovery (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: collection records are required in NZ for CLEAR links to appear in the colleges' Primos
LSM team services:
Local collection records are prerequisite for creating import profiles as well as publishing bibs for missing e-resources to the colleges' Primos
Possibly LSM team will manage the vendors distribution job? TBD
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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Service Activities
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.
Activities that we propose that colleges/third parties will need to undertake 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
OCLS will be responsible for these activities.
Activity | Notes |
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Activate Community Zone (CZ) electronic collection and portfolios, 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 |
Enhance CZ e-resource collection 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 |
| 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 |
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”) |
Integrate CLEAR permitted uses in the Page 1+ Alma/Primo environment | |
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Out of Scope Activities
Colleges/other parties will be responsible for these activities.
Activity | Notes |
|---|---|
Creation and maintenance of funds, orders, invoices, and other elements of the Alma acquisition infrastructure not described under “OCLS Activities” above | Colleges are required to create these records if they wish to use Alma’s acquisition functionalities |
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 (ERMA/CM) |
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 follows upon ExLibris' third or middle model option for collaborative ERM workflows in Alma networks:
The proposed workflow:
