Administration Features

Administration Features First Thoughts Required (New ILS must have these features) Strongly Preferred Optional but Nice to Have Not Needed

First Thoughts

I'm using this section to jot down my initial thoughts but eventually everything should be listed in one of the categories below: Required, Strongly Preferred, Optional but Nice to Have, and Not Needed.

• Example of what strike through would look like with a feature we decide we don't need - This also allows another person to remove the strike through if they feel it's a valuable feature after all.

Required

(New ILS must have these features)

• Ability to run unattended nightly backups of the system
• Ability to make configuration changes to specific libraries without affecting other libraries.  This includes ability to have different fine/fee structure
• Ability to extract specific library’s bib records, holdings, patrons, and transactions should that library decide to leave the district
• Ability to extract all of district bib records, holdings, patrons, and transactions should library decide to migrate to another vendor
• Ability to develop and run customized reports
• Low bandwidth
• Tolerant of momentary network interruptions
• Support VM and license to have second VM for backup purposes
• Standard database (not vendor proprietary database)
• Compatible with XP, Vista
• Full support from vendor for core system (online, phone, email support options need to be available)
• Works with 3M or other 3rd party vendors
• Comprehensive training with knowledgable expert when migrating
• Allow different security levels for staff users depending on library functions
• Fully managed by vendor (including installation and ongoing maintenanace, support)
• System requried activites are automated/scheduled as to not require human intervention in order to process
• Operational x percent of time (figure out exact percentage later)

Strongly Preferred

• Ability to make software upgrades to the system during off-hours, without requiring downtime for libraries
• Ability to add new libraries to the system while the system is operational for existing libraries
• Ability to run periodic purges of expired patron records, including those with outstanding transactions against them
• Full web-clients available (specifically for circ/search functions)
• Works with existing services such as iron mountain, envisionware, TM3, Debt Collect, self-check/RFID etc.
• Compatible with variety of environments such as Windows, Linux, Mac, etc
• Good password management (expire passwords on certain days, etc)
• Ability to make batch changes to patrons, items and bibs
• Vendor proactively manages the system including activities such as required system and database patches, data base tuning and optimization, ...etc
• Vendor proactively provides reports (monthly, quarterly) on system helath including space used, database reports, etc
• Consistent and easy to use interface for staff  (logical...)
• Vendor provides initial training and video clips for ongonig and new staff education
• Web client STRONGLY (STRONGLY) preferred
• Primary account rep and assigned technial team for our account(s)
• Minimize local machine options (like import variables, etc)

Optional but Nice to Have

• Works in clustered environment
• Logging so we know which users changed which borrower records, etc

Not Needed