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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.

Rationale

Describing the initial foundational services the OCLS will provide to support the Alma Consortium.

  • Advantage of centralized knowledge and efficient expertise

  • Leveraging longstanding partnership with college library staff delivering customized service

  • Facilitated collaboration through the sharing of service

Access Requirements:

In order to perform these services OCLS will need:

  • Admin access to participating college’s IZ Alma and Primo VE instance

  • Credentials or guest access to College SSO in support of their Primo VE instance

Dependencies:

Future Considerations:

Distribute and maintain letter templates

API Development and Management

Alma Training School

Proposed Funding Model

The identified funding model represents OCLS’s best effort at determining how the costs to provide proposed services will be covered.

  • Centrally funded:
  • Cost recovery: incorporated into annual Alma Consortium fee schedule

  • Professional Service:
  • Under review

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

Maintaining a helpdesk for support and consultation

Alma/ExLibris Support Portal incident tracking for contractual agreement

Ticket escalation;

Centralized contract & financial management services

e.g. named user management in terms of surpassing contractual threshold

Coordinating, supporting, and facilitating for committees, working groups and COPs

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

Alma Sandbox oversight and management

LIT program Alma Sandbox oversight and management

IZ Primo VE configuration, support and maintenance as required

IZ Alma configuration, support and maintenance as required

NZ and IZ specific Analytics

 

 

 

 

 

Out of Scope Activities

Colleges/other parties will be responsible for these activities.

Activity

Notes

 Communication through helpdesk for requests

 

 Participation in working groups

 

 

 

 

 

 

 

 Proposal Details

Drafted on:

 

Prepared by:

 

Prepared for:

Reviewed on:

 

Finalized on:

 

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