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Page1+ Consortium OCLS Service Proposal

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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 and activities that support the colleges participating in the Page1+ Consortium and leverage the consortial value offered by a shared library services platform in support of the participating Page1+ colleges.

We anticipate that the suite of cost recovery services delivered by OCLS will be developed in consultation with the Page1+ Steering Committee.

Rationale

In line with the consortium’s strategic goals for leveraging consortial activities for efficiency and cost savings, OCLS’s value-added services and activities would:

  • Advantage of centralized knowledge and efficient expertise

  • Leveraging longstanding partnership with college library staff delivering customized service

  • Facilitated collaboration through the sharing of service

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, rotas, and parameters

Configuration support and maintenance of the Alma Network Zone in support of participating Page1+ libraries

IZ Alma and Primo VE configuration support and maintenance on behalf of individual colleges

Analytics, including NZ and IZ specific support

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 communications expertise, 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.

[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 during the first year of service provision.

  • Centrally funded:
  • Cost recovery: incorporated into annual Page1+ Consortium fee schedule
  • Professional Service:
  • Under review

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

 

 

 

 

 

 

 

 

 

 Future Considerations:

Distribute and maintain letter templates

API Development and Management

Alma Training School

Proposal Details

Drafted on:

 

Prepared by:

 

Prepared for:

Reviewed on:

 

Finalized on:

 

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