From Bradley.Carrington at state.nm.us Wed Oct 16 12:30:07 2019 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Wed, 16 Oct 2019 18:30:07 +0000 Subject: [Nmsalsa] draft Scope of Work and Specification / ILS RFP Message-ID: Hello all, Many thanks to you for attending the RFP chats. Your comments helped me to develop specifications. I'm aiming for the right amount of specs. I'm listing those that will most help us determine whether the offeror can perform our required scope of work. We have to evaluate the response to each question and assign points to the response. I indicate the most points available for each response. The Evaluation Committee will score the responses. A total of 1000 points is available. 300 of the points relate to the proposed cost. In order to make for a meaningful and efficient evaluation I didn't want to iterate every possible specification, including desirables. During the product demonstrations we can ask about particulars, for example, email templates for notices, circulation pop-up notes, sorting result lists, templates for item records, BIBFRAME editor, etc. So, please study the scope of work and the specs and reply with any comments or concerns. In a few days I'll send this draft scope and specs off to DoIT and to Doug Patinka for their comments. Margaret and Joseph are compiling database statistics and I will send them soon. Thank you! Brad from my RFP training: 4. Mandatory Specifications RFP title: Combine 5 Library Databases Detailed Scope of Work: New Mexico State Library, a division of the state Department of Cultural Affairs, seeks one integrated library system (ILS) to combine its two current systems: SALSA (on Polaris, hosted by Innovative Interfaces) and Rural Services (two databases on Koha, hosted by Equinox). We seek to add to the ILS combination two additional databases for the SALSA system: Museum of International Folk Art (on Koha, hosted by ByWater) and bibliographic and item records for three collections formerly held by the now-defunct Santa Fe University of Art and Design (it used OCLC WorldShare Management and we have copies of the records in Excel format). We request proposals for combining systems via migrating the Koha databases to Polaris plus importing the WorldShare Management records; or via migrating the Polaris database and the WorldShare Management records to the Koha ILS; or for migrating all five databases to a separate, new ILS. We will run two separate databases on the new ILS: SALSA and Rural Services. The combined SALSA database will share bibliographic records and the combined Rural Services database will share bibliographic records. Only the SALSA database has authority records. For patron records and circulation SALSA will comprise seven independent libraries; for patron records and circulation Rural Services will comprise four independent libraries. In the future we will invite public and tribal libraries to migrate to our ILS, to the Rural Services database; any new libraries will contract with and pay directly to the ILS contractor. We require that the ILS be hosted and standards-based. We require that the contractor maintain the servers, keep the software upgraded, maintain database security, and provide technical support. We use cataloging, authorities, serials control, circulation, reporting, and systems administration functions. We require offline circulation for use when our bookmobiles have no internet access. Our patrons can create and manage their own accounts using the public access catalog (OPAC). We do not use discovery, linked data, acquisitions, electronic resources management or course reserves functions. The contractor shall extract existing data and migrate to the new ILS, as necessary. The contractor shall deduplicate each combined database of bibliographic records, keeping correctly attached all related item, serials holdings, and issue records. The contractor shall provide training to library staff on the new combined ILS. The Agency permits the use of subcontractors. Term will be for one year, with renewals for seven subsequent years, starting July 1, 2020. MANDATORY SPECIFICATIONS 1. Bibliographic databases Combine and deduplicate for the bibliographic databases: one bibliographic database for SALSA and another Rural Services. Migrate the authority records for the SALSA database. Describe how you will perform the migration work and the deduplification work. Refer to the scope of work in Section C and also to the statistics report and its advice on record sources and deduplification match-points. Describe how you will link the item and serial holdings records to the bibliographic records. Describe how you will migrate the issue records and any of the holdings statements. (100 points) 2. Patron records Migrate the patron records. Describe how you will map all of the patron fields to records in the two new patron databases (SALSA and Rural Services). Describe how you will migrate the circulation history. (50 points) 3. Bulk editing Your system must offer bulk or global changes to bibliographic, item and patron records. Describe how this functionality works (50 points) 4. Offline circulation Because the bookmobiles do not always have internet access your system must have offline circulation functionality. Describe your offline circulation functionality. For item and patron records list which fields would be available, if any, in offline mode. (50 points) 5. Analytics Your system must have reporting functionality. Describe your basic "canned" reports for cataloging and circulation. Describe how we might obtain customized reports. (50 points) 6. Online public catalog Your system must have an online public access catalog. Patrons must be able to log-on and place holds. Describe your system's functionality available to the patrons. (50 points) 7. Hosted ILS You must host your ILS for our use. Describe the security measures and the uptime for your hosted servers. Describe your database back-up schedules. Describe your support systems (websites, ticket systems, availability of live assistance, etc.) Indicate if there are any fees associated with your tech support. Describe how we would make access for staff work (web browser, hand-held devices, client software, etc.) (50 points) 8. ILS upgrades You must keep our ILS up-to-date. We require at least one system upgrade a year. How frequently is your system updated? Describe how our upgrade process would work. Indicate if there are any fees associated with the upgrade. (50 points) 9. Renewal payments during odd years Due to state government regulations, our renewal payment must be split into 50% payments during the first half and the second half of odd-numbered fiscal years (e.g., FY21, FY23, etc.) Our fiscal years begin on July 1. Describe how you would bill us for renewals during "50%" years and indicate whether there will be additional charges for breaking the payment into two invoices. (50 points) 10. Product experience and development Please describe your industry experience in setting-up Integrated Library Systems and in migrating library data. Describe your planned product development for the next three years. (50 points) 11. Deliverables List your deliverables, including an estimate of when it be delivered and specifying the responsible parties. Identify your project manager(s). Deliverables are subject to negotiation. DO NOT INCLUDE COSTS IN THIS ANSWER. PAYMENTS DUE AND DUE DATES ARE TO BE LISTED IN A SEPARATE COST BINDER. (50 points) 12. ILS demonstration Demonstrate your system functionality via web-based seminars, recordings, access to demonstration databases, etc. No in-person demonstrations are permitted in this procurement. These demonstrations shall be scheduled with the Procurement Manager and shall occur during the period March 16-27, 2020. Describe how you would demonstrate your system functionality. (50 points) 13. ILS scalability The Rural Services database must be expandable in the event that any New Mexico public or tribal libraries chose to migrate their systems to it. Describe how you would work with other libraries to migrate their data. Contracts and payments for this work would be between you and the individual library. Describe how you would work with other libraries to migrate their data, keeping the bibliographic database de-duplicated and the item records correctly linked. Describe how you would map their patron record fields and migrate their circulation history, including fines and fees. (50 points) 14. Please list contact information for three of your customers. We will interview them for reference information. (0 points) 15. Have you submitted your additional terms and conditions? Y/N (0 points) 16. Have you submitted the Costs for each of the 8 years in a separate binder? Y/N (0 points) 17. Have you submitted the Campaign Contribution Disclosure form? Y/N (0 points) -------------- next part -------------- An HTML attachment was scrubbed... URL: From Bradley.Carrington at state.nm.us Mon Oct 28 11:30:06 2019 From: Bradley.Carrington at state.nm.us (Carrington, Bradley, DCA) Date: Mon, 28 Oct 2019 17:30:06 +0000 Subject: [Nmsalsa] job ad: tech position open NMSL TSB Message-ID: <2ab0dd0d90a84c32bc051aa3d83e4609@MBXCAS005.nmes.lcl> Hello all, Here is the ad for the job opening in TSB. Please share! Receiving, Processing and Distribution Associate (DCA #00004832) https://careers.share.state.nm.us/psp/hprdcg/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&SiteId=1&FOCUS=Applicant&JobOpeningId=109100&PostingSeq=1 Thank you, Brad Receiving, Processing and Distribution Associate (DCA #00004832) State of New Mexico Santa Fe Please visit our Careers site to review the job posting and complete your application. DIRECTIONS: 1. Click the link below to access our Careers site. https://careers.share.state.nm.us/psp/hprdcg/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&SiteId=1&FOCUS=Applicant&JobOpeningId=109100&PostingSeq=1 2. Sign In to access your account. If you do not have an account, select the menu bar on the right, and click on New User to create an account. 3. Review the job description and click Apply for Job to begin your application. If you are a current employee with the State of New Mexico and have a SHARE ID, please sign into your SHARE account. Click on the Careers tile under Employee Self Service to search for the job posting and begin your application. -----Original Message----- From: Carrington, Bradley, DCA Sent: Monday, October 28, 2019 11:25 AM To: Carrington, Bradley, DCA Subject: Interesting job at the State of New Mexico Bradley Carrington saw this job opening and thought you might be interested in applying for a job with the State of New Mexico: Receiving, Processing and Distribution Associate (DCA #00004832) State of New Mexico Santa Fe Please visit our Careers site to review the job posting and complete your application. DIRECTIONS: 1. Click the link below to access our Careers site. https://careers.share.state.nm.us/psp/hprdcg/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&SiteId=1&FOCUS=Applicant&JobOpeningId=109100&PostingSeq=1 2. Sign In to access your account. If you do not have an account, select the menu bar on the right, and click on New User to create an account. 3. Review the job description and click Apply for Job to begin your application. If you are a current employee with the State of New Mexico and have a SHARE ID, please sign into your SHARE account. Click on the Careers tile under Employee Self Service to search for the job posting and begin your application. Thank you. Please Note: This message was automatically generated. Please do not respond to this email. -------------- next part -------------- An HTML attachment was scrubbed... URL: