Technical_Worksheet.pdf

Technical Worksheet (ATTACHMENT 2) Check "yes" or "no" to indicate the capabilities of the proposed ILS. Comment on additional sheets if necessary.

All requirements MUST be checked for the worksheet to be considered complete.

The numbers correspond with the numbering in Attachment 1, Specifications.

YES NO

2. SYSTEM AND SUPPORT REQUIREMENTS

The migrated USAFA library data shall be maintained on hardware hosted by the ILS provider.

The SaaS server and software system shall be FedRAMP authorized for the Moderate Impact security level or meet the specifications in para 2.2 a or b.

System shall support operations at both the McDermott Library and the Base “Community Center” Library- see Historical Information para 5.

System shall be compliant with industry standards: MARC 21, XML, Unicode, EDI, and Z39.50.

System shall enforce authentication password requirements for users in accordance with USAF security policies: minimum 9 characters, 2 capitals, 2 lower case, 2 numbers, and 2 special characters.

System shall be managed and monitored proactively. ILS provider will notify USAFA library administrators of performance, free disk space, free memory, and network errors or degradation.

Application software upgrades shall be performed by ILS provider staff but scheduled by USAFA.

The ILS provider shall provide full technical support for the USAFA Integrated Library System to include self-managed trouble tickets and telephone and e-mail support to users during USAFA core operating hours of 0900 - 1500 at a minimum.

3. APPLICATION FUNCTIONALITY REQUIREMENTS

The application shall provide the ability to assign items to academic/course reserves.

The application shall allow the assignment of course reserves to one or more instructors and/or course numbers at the item/copy level.

The application shall provide the ability to search for items by instructor and course.

Application shall allow management of specialized reserve loan policies and other parameters, including the ability to assign different loan periods at the copy level to individual titles that have multiple copies.

Application shall be able to track and report on materials from ordering through claiming, receiving, invoicing, and payment.

The application shall provide funds accounting for library expenditures and shall be able to track totals budgeted, encumbered, and spent, by vendor, budget fund, etc.

The application shall support Electronic Data Interchange (EDI) for purchase orders and other transactions using an industry standard transaction format such as X12 or UN/EDIFACT.

Application shall allow the import of MARC records for new book orders and record order details that have been received from vendors into the bibliographic database.

The application shall be capable of supporting multiple MARC and non-MARC formats in a single database.

The application shall support an industry standard Unicode character set such as UTF-8 to allow the use of diacritics and non-Romanized scripts.

The software system shall provide the ability to configure a Z39.50 server to allow libraries on different automation systems to search and retrieve information from the USAFA libraries via a Z39.50 compliant client.

The application shall allow authorized users to make batch updates and global changes to all types of records in the database.

The application shall provide authorized users with the ability to query the database for viewing, editing, and deleting customized data sets.

The application shall allow authorized users to add, modify, and delete library records to include bibliographic, holdings, and authority records.

The application shall allow for the cataloging and classification of items using Library of Congress, Dewey Decimal, and Dublin Core systems at a minimum.

The application shall include a MARC editor, to include editing of field number, with full help and validation for creation and management of bibliographic and authority records.

The application shall include an item group editor for attaching and maintaining library holdings data on MARC records.

The application shall provide the ability to search the MARC records, including bibliographic, authority, and holdings records.

Application shall include a capability for producing book and spine labels.

The application shall be able to manage validation of name entities (e.g., person, geographic, corporate, etc.) and subject headings for bibliographic records.

Application shall be able to manage cross-references for improper forms of heading, related terms, etc.

The software system shall include a utility for capturing and loading MARC records from a Z39.50 server directly into the library’s database.

The application shall allow the creation of policies for managing check-out, return, and overdue notice processes for multiple branches.

The software system shall have a built-in offline mode to handle periods of power and network outages The application shall allow authorized users to add, modify, and delete patron records The application shall provide the ability to bulk load patron records.

Application shall provide the ability to track in-house use of library materials.

The application shall provide support for Inter-Library Loan (ILL) requests.

The software system shall provide a Digital Asset Management (DAM) capability that allows for the upload and storage of a variety of digital items including images, videos, documents, audio files, etc.

Application shall include a built-in OCR utility to allow the user to extract the text from image files, generate a text file that can be indexed, and automatically associate that extracted text file with the original image file.

Metadata for the digital assets shall be compliant with the Dublin Core metadata standards for digital resources and other special items.

Application shall include an implementation of the industry standard OAI-PMH protocol to allow for harvesting and sharing of the Dublin Core metadata.

The application shall support a hierarchical classification structure to allow end-user browsing of digital material by context.

Application shall incorporate access control and authentication management, i.e., the ability to restrict or limit access to protected assets, item-by-item, or batch, and define different viewing privileges by individual user, group, or location

The software system shall provide an Electronic Resource Management (ERM) capability to allow for the efficient and effective management of the electronic resource workflow from renewal/purchase to activation, analysis, and evaluation of resources.

Application shall support management and display of license terms and conditions in machine-readable format to include linkage to digital resources; communicating key usage terms to users and staff; and comparing terms across different licenses.

The system shall provide the ability to upload and edit publisher(s) license documents and view history of edits/versions.

The application shall support separate interfaces based on library, user type, or environment.

The application shall provide online account solutions, allowing patrons to manage their library account, place holds, or submit interlibrary loan, purchase, or other requests that can be turned on or off.

The application shall support recommended reading lists and pre-defined searches (such as New Books, Flying Aces, Medal of Honor, etc.)

The application shall be Section 508 compliant.

The application shall allow staff to highlight specific resources or arrange materials from across the library collection into digital collections based on theme, audience, or location.

The application shall provide a responsive web design (RWD) to accommodate various device platforms.

The application shall support various web browsers across multiple platforms (such as Windows, MAC OS, Android, etc.) for both staff and end-users.

The application shall provide ability for USAFA library staff to customize web interface at no additional cost.

The application shall provide web services Application Program Interface (API) at no additional cost.

The application shall provide the ability to perform a web-scale search of multiple repositories, hundreds or even thousands, simultaneously.

That is, it shall allow the user to search multiple data types – traditional collection materials, PDFs, websites, Word documents and more – including any Z39.50 target or compatible database, with results presented on a single page.

The application shall allow items to be displayed using thumbnail images.

The application shall provide guided discovery with faceted and federated search capability.

The application shall provide users with the ability to perform a full Boolean search of the library holdings based on library call number, subject, and other item attributes.

The application shall provide spelling suggestions in cases of misspelled or incomplete queries.

The application shall provide alternate graphical search interfaces for children and other patrons.

The search results shall include standard reference tools (such as subject and course guides) into discovery search and results.

The application shall provide the capability to track statistical and management information by various patron and item characteristics.

The application shall provide templates for standard reports.

The application shall allow authorized users to create a custom report, either based on an existing template or from scratch, which can be saved as a new template.

The application shall provide multiple options for report scheduling, distribution, and output format, including the option for exporting to a spreadsheet application.

Application shall provide the user with the ability to create, edit, and remove serials control records.

The application shall provide the capability to manage prediction, receipt, and routing of all serial subscriptions.

The application shall be capable of handling combined issues, special issue, missing issues, or other irregularities.

Application shall be able to track issues received and display that data in the public catalog.

The system shall provide a web-based staff interface for performing acquisitions, cataloging, circulation, serials functions, and other staff operations on the hosted database.

ILS provider shall require any user accessing her/his system account to go through a strongly encrypted authentication method to ensure minimal security risk (such as Secure Hypertext Transfer Protocol connection or HTTP over Secure Socket Layer).

4. IMPLEMENTATION AND TRAINING REQUIREMENTS

System implementation shall include system setup and configuration, data migration, and web-site integration.

The ILS SaaS provider shall migrate the data listed in paras 4.4, 4.5, 4.6 from the existing ILS to the new system to support stand up of the new ILS by 28 Sep 2018.

Data migration for both USAFA libraries shall include pre-production testing to minimize service disruption.

The ILS provider shall provide a sandbox for testing USAFA-specific data and configurations for both staff and public views prior to system launch.

ILS provider shall provide on-site training to all staff members from both libraries (about 45 people) before the system goes into production to familiarize the staff with the new application.

ILS provider shall provide web-based training to accompany any new applications/capabilities, sufficient for staff to implement new functions.

The ILS provider shall allow a follow-on ILS to access and migrate USAFA’s data at the expiration of the proposed contract.

I VERIFY THAT THESE STATEMENTS ARE TRUE AS MADE TO THE BEST OF MY KNOWLEDGE.

SIGNED: __________________________________________________

DATE: ___________________________________________________

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