Summary
This proposal speaks to OCLS’s anticipated role in providing a suite of cost recovery, value-added services that support the colleges participating in the Page 1+ Consortium. The focus of this service cluster is on contract management and aspects of central system support that are aimed at helping to leverage the consortial value of a shared library services platform without duplicating support and services already provided by ExLibris.
We anticipate that this suite of cost recovery services will be defined and developed further in consultation with the Page 1+ Steering Committee and the participating college libraries.
Rationale
OCLS has a long history of providing centralized services and support to the members of the Sirsi Consortium. We propose to bring that experience and knowledge to support the Page 1+ Consortium.
Proposed services in this cluster emerged from initial consultation with ExLibris, the Project Management Office and other consortia. The proposal is also drawn upon the experience that OCLS has from over a decade of facilitating the work of the Sirsi consortium and is designed with the expectation that some libraries may require additional support as they fully implement and begin to use the software.
In line with the Page 1+ 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 central coordination to leverage consistency and efficiency across the Consortium
Streamline system support and administration activities
Leverage longstanding partnerships with Ontario college libraries to deliver customized services
Reduce duplication of work by individual colleges for the benefit of Page 1+ Libraries
Facilitate collaborative initiatives through the support of a shared system
Cost Recovery 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 |
|---|---|
Maintain the centralized contracts & provide financial management services | |
Provide centralized coordination of resource sharing activities | A handful of configurations must be distributed from the network zone to enable resource sharing with the peer-to-peer model in Alma. These include The identification of Partner Libraries, Sending Borrowing Request Rules, Locate Profiles, and Determining Rota. More details can be found in the ExL Knowledgebase: managing partner library profiles and parameters, and configuring fulfillment information in the Network Zone |
Support and maintain distributed configurations within the Alma Network Zone in support of participating Page1+ libraries | For example, distribute letter/notice templates, role profiles and assignments |
Support and maintain configurations of Institution Zones and IZ Primo VE instances on behalf of individual colleges | |
Support Page 1+ consortial analytics activities including providing NZ and IZ specific support | It is possible to create reports containing information from the Network Zone and to share reports created in the Network Zone. OCLS can be responsible for configuring analytics for the network zone, identify existing reports in the Alma Analytics Community Folder that can be used by Page 1+ 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 share knowledge |
Review product updates, perform testing in sandbox, coordinate testing with colleges, report to and roll out to participating colleges | |
Maintain a help desk for support and consultation | |
Oversee and manage the Page 1+ Alma Sandbox | |
Oversee and manage the LIT program Alma Sandbox | |
Maintain a custom package branding template that colleges can use in Primo VE |
OCLS intends to develop detailed service descriptions for each of these activities. The descriptions will outline aspects of the proposed service, its alignment and value to the Page 1+ Consortium and, how we propose to deliver it. Ultimately, once accepted, the service descriptions will form the basis of a Service Level Agreement between OCLS and the members of the Page 1+ Consortium.
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 share of the agreed upon suite of cost recovery 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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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 |