Variable Marketplace RP Documentation
Resource Configuration Documentation for ACCESS RPs
Management of allocations-specific resource configuration has been moved from CIDeR to XRAS Admin as part of the Variable Marketplace. This documentation explains the entire user interface. For information specific to the Variable Marketplace, see the dedicated section below.
RPs will still manage the basic information about their resource in CIDeR
The allocations-specific configuration information has moved from CIDeR to XRAS Admin. (See https://admin-access.xras.org for ACCESS. The URL will be different for different institutions’ local XRAS instances)
(Anything configured using this link has moved to XRAS Admin)
Log into XRAS Admin, and you will see a list of resources that you have permission to manage. If you receive a message that you don’t have permission, or don’t see the resource that you expect to manage, reach out to the Allocations team via a ticket to get permission. If you have full XRAS Admin permissions and want to manage your resources, select the Gear in the top nav and select “Resources”
After selecting a resource to manage, you will be able to manage the following resource configuration options:
Dollar Value: this value is used in reporting, so it should be the dollar value of one allocation unit. Adjusting this does not change the exchange rate of the resource in any way.
The Allocations Description is used universally across all XRAS clients that offer this resource, and displays when making a new allocations request. It should be used for specific system information about choosing an allocation and not used for general resource description. Note that this field is currently not used in ACCESS allocations.
The Resource Submission Questions section allows you to create resource-specific questions that are shown to the user as they are making a request for your resource. These can be required or optional questions.
Variable Marketplace
The ACCESS Variable Marketplace pilot allows RPs to easily set and modify the exchange rate for their resources. This allows RPs to adjust the rate to respond to demand, or to increase interest in their resources. At the present time, this consists of allowing for two different factors:
A Base Rate, which is the basic exchange rate between ACCESS Credits and Resource Units. This is expressed in terms of the cost of one resource unit in ACCESS Credits (ACCESS Credits / Exchange Rate = Resource Units). This Base Rate can be modified when needed, but is generally expected to stay relatively stable.
A Discount Rate, which is a temporary lower rate, and can be used to attract attention to an underutilized resource. A Discount Rate must be set with an accompanying date range, and a description of the discount.
Other rates or discount types may be coming soon, but aren’t currently available. If you have already altered your rate, we recommend that you set it back to your original rate and use this method to set a new discount.
Please note that these rates refer to the rate used when exchanging ACCESS Credits for Resource allocations. Once the exchange has occurred, these are treated as normal resource allocations, and no further discount applies. (In other words, the user can now use this allocation as normal for the usual project duration, not limited by the time frame of the discounted rate, and usage is tracked the same as any other project.)
To manage these exchange rates, use the Exchange Rates panel in the resource configuration screen. The Base Rate may be changed directly, while discount rates can be individually created along with their corresponding dates. Discount rates must have a start and end date, and must not have overlapping date periods. This ensures only at most one single discount rate is available at any given time.
Once an exchange rate is created in this interface, it will be available for users when they make exchanges.
Reviewing Discounted Exchanges
As a Resource Provider, you may be reviewing requested exchanges for your resources. When viewing a discounted Exchange request in XRAS Review, you will see a note that a discounted rate was used. This is merely informational – you don’t need to take any action on this (the discounted rate is already applied in the requested numbers).
