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OCLS Page 1+ Service Announcement - December 2022

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OCLS is continuing to develop and improve services in support of Page 1+ to meet the needs of the college libraries and help leverage the shared implementation of Alma and Primo VE. OCLS is supporting services within three key areas;

Metadata Management

eResource Management

These services are under development with the guidance of the CLO Executive, standing committees, and working groups.

OCLS is excited to announce four new services that are currently underway:

Metadata Management

Import Profiles

In some situations, metadata for electronic collections is not available in the Ex Libris Central Discovery Index (CDI) or in the Community Zone (CZ), making certain resources undiscoverable in Alma and Primo VE. In other cases, there may be metadata in the CDI or the CZ that do not meet college needs. To solve this problem, libraries must load vendor metadata to the Network Zone or the Institution Zone. This is done by creating a Local Electronic Collection in Alma to house inventory, known as portfolios.  Once the local electronic collection is created, an import profile is then used to create inventory by loading MARC records obtained from vendors.

The eResources and Acquisitions Subcommittee has identified a list of collections that are not available in the CDI or in the CZ. The Subcommittee has also identified a short list of priority collections. OCLS will maintain the metadata for this select list of collections in the Network Zone. You can learn more about this service on OCLS Managed Collections page of the OCLS Services for Page 1+ Guide.

Cataloguing Templates

CLO Metadata Standards

Systems and Contract Management

New Release Testing

New releases include new features/additional enhancements (released quarterly) and resolved issues/bugs (released monthly). They will be released in the sandbox environment two weeks before they are released to the production environment. 

OCLS is responsible for testing and reporting new features/additional enhancements and will provide support for the colleges as needed. OCLS also keeps track of known issues/bugs that affect the colleges and notify the colleges as issues/bugs are resolved. See the New Release Testing page of the OCLS Services for Page 1+ Guide for details.

Sandbox Management

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. The Page 1+ consortium has four pairs of standard sandboxes. Each pair consists of 1 Alma sandbox & 1 Primo VE sandbox. These sandboxes will require regular maintenance and management to remain useful.

CLS provide central management services of the sandboxes with oversight and direction from college libraries. OCLS will comply with the Alma & Primo VE Sandbox Management Guidelines proposed by the SAD Subcommittee. In addition, the Subcommittee recommends that all Page 1+ libraries adopt and follow these same guidelines.

Shared Alma Analytics Report Management

Reports (or analyses) and dashboards in Alma Analytics can be shared across Page 1+ colleges, or between Page 1+ colleges and OCLS via different shared folders. The Page 1+ Consortium has two Alma Analytics shared folders. Shared folder 1 (Page 1+) contains college reports ready to use and college reports that are works in progress. Shared folder 2 (OCLS) contains CLO reports and OCLS reports. The Alma Analytics Report Sharing Guidelines define usage of these shared folders and provide best practices for sharing reports.

OCLS will keep the colleges informed of new service developments in regular Page 1+ service announcements.

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