Vendor HQ ILS ProductDiscoveryProduct Release Date Installs

1. InnovativeInterfaces CA Sierra Encore + Duet 2011 1600

2. ExLibris Israel ALMA Primo 2008 2100

3. OCLC OH WorldshareWorldcat Discovery 2011 310

4. SirsiDynix UTSymphony

ILS NA 2012 260

5. EOS International CAEOS.Web Academic NA 2003 108

Vendors Evaluated

Evaluation Process Initial Product Overviews (Aug)

webinars, trade show demos, rep visits Indepth Demos (3hrs) with staff + questions (Sept-Oct)

Review of major modules-Acquisitions, OPAC, Circulation, etc. Project Quotes (Sept-Oct)

Follow up questions--contract details, Ts & Cs, Security, Maintenance, etc. Interview Customer References (Nov)

Migration Process Meets Requirements Customer Support

Team Review (Oct-Nov) OIT Meeting (Oct. 29th)

Current ILS Costs Future ILS Costs

Sierra Reference CustomersInstitution Project Type Yrs Installed Comments

Loyola Marymount Upgrade 2 Good overall

Santa Clara University Upgrade Easy transition

University of San Francisco Upgrade 2 Great customer service

Asuza Pacific* Upgrade 1.5 Great customer service

* multi-campus

Features Benefits Integrates disparate applications into one Lower Cost of Ownership (TCO)

No servers to host and maintain Limited IT management required

Better collection and access services management

Improved, upgraded patron interface

Technology Changes Current State 2 Independent platforms

No shared services 2 customer hosted HW

and SW Customer-managed

backups and upgrades

Future State Single Integrated platform

Shared services 1 Cloud-based vendor

hosted HW and SW Vendor-managed backups

and automatic upgrades

ILS Upgrade and Merger

Service for a new customer joining a single Innovative library. 28 hours of project management 22 hours of consulting on best practices for sharing a system. 130 hours of data loading

Includes loading of bibliographic, item, authority, orders, serial checkin, and patron records as well as the addition of one location-based scope.

Includes loading of circulation checkouts, holds, and fines and circulation migration consulting.

60 hours of online training on core system modules included.

ILS Upgrade and Merger

Timeline: 2.5 – 4 Months Depending on Library Includes : Project Coordination

Logins, Staff Setup, Permissions Project Highlights:

Data Load WebPAC Customization

Scoping Multi IP WAM Setup

Accounting Units Circulation Tables (Patron Tables) Acquisitions/Serials

Library Merger Full Package

Major Tasks Dates

Sign Contract/Place Order l A F

Kick-Off Call l A ESet up additional Accounting and Serial Units on Shared System l BConsultation (24 hours delivered online over 6 days) l l A DSet Up Logins, Initials & Authorizations for Merging Library staff onto Shared System l l l

Code changes in preparation for sample load l l A

Add/Change scopes and prep for sample load l l DExtract and load sample bib and item records from Library mergering into Shared System l l C

Review Bib/Item Sample Record Load l l A C

WebPAC Pro Customization for Scopes l l l A Input Circulation Tables for Merging Library onto Shared System l l A

Load Sample Set of Patron Records l l A C

Review Sample Patron Load l l A CTest Circulation Parameters/Provide Internal Staff Training l l A

Final Extract and Load : Bib/Item/Authority l l A C

Go Live on Cataloging l A

Final Extract and Load : Patron l A C

Circulation Migration l A C D

Transition to Support l A E F

Go Live on WebPAC/Circulation l A

Prep for Acquistions/Serials l A

Extract and load Acquistions/Serials data l C

Go Live on Acquistions/Serials l A

Merger Complete l

Project Close/Review l A E

10/28/14

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Major Tasks

Target Dates

Innovative Manages

Provision server resources in data center

Install OS Red Hat Linux, PostgreSQL

Install and configure database

Install and configure Sierra

Install and configure Encore

Periodic Operating System upgrades

Operating System Support Schedule and perform

backups Hardware upgrades Hardware support Install Sierra upgrades

ILS Implementation HW + SW Maintenance

III Data Centers Tier 4 data centers (industrial strength) .

SOC 2 Type 2, SAS 70 and ITIL v3 compliant. Higher Security – network, infrastructure and physical access.

Marque SAN and backup manufacturers. EMC for storage arrays.

Tiered storage architecture for improved access times to data.

Highly utilized data runs from solid-state drives - SSD - for enhanced performance.

EMC Data Domain appliances for optical data backup and improved off-site storage capabilities.

III Data Centers Cont’d

All Cisco internal networking for reliability and redundancy. Managed meshed Internet network serving the new data

centers provides high resilience, high reliability and improves network latency.