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HomeMy WebLinkAbout2005-09-27; City Council; 18291; Radio Frequency ID & Self-Check Library SystemsAB# 18.291 MTG. 9/27/05 DEPT. Libraw CITY OF CARLSBAD - - AGENDA BILL - TITLE: APPROVAL OF AGREEMENT FOR RADIO FREQUENCY WITH VERNON LIBRARY SUPPLIES, INC. DBA INTEGRATED TECHNOLOGY GROUP IDENTIFICATION AND SELF-CHECK LIBRARY SYSTEMS CITY ATTY.W CITY MGR w RECOMMENDED ACTION: Adopt Resolution No. 2005- 289 authorizing the approval of an Agreement for Radio Frequency Identification (RFID) and Self-check Library Systems with Vernon Library Supplies, Inc. d/b/a Integrated Technology Group. ITEM EXPLANATION: Over the past two years, the Library has been exploring technologies that enable customers to control their own library use and that improve the Library’s efficiency in handling the 2.1 million items it checks out and checks in annually. A self-check unit purchased in 1999 allows customers to scan their Library card, and then check out their own materials. This self-check unit introduced Library customers to early self-directed library service that is much the same as many grocery stores or home improvement stores currently offer. The primary drawbacks to this unit are the need to precisely pass each item under a laser to read the barcode and its inability to accept materials that are magnetic, such as video and audio tapes. The process can be inaccurate and is not user-friendly. Despite this, customers have demonstrated their comfort in using this self-check option, often bypassing the Circulation Desk to check out their own materials. Radio frequency identification (RFID) technology has been around for many years and has been used in various ways including: container tracking, vehicle identification, luggage tagging, and hazardous materials handling. Most recently libraries have taken advantage of this technology in order to improve customer service and operational performance. The use of RFlD readers in self-check units and for staff handling of library materials enables items to be checked out and checked in far more rapidly than using barcode technology. In addition, RFlD technology will allow accurate tracking of each item for security purposes. For Carlsbad, there are three main benefits to implementing an RFID system: 1. 2. Improved Customer Service. With the public sector having to continue to deliver high quality service at consistent levels, in spite of increasing demand and flat or reduced budgets, many libraries have invested in RFlD to augment or maintain customer service. The system allows Library customers to check out their own materials, alleviating the long lines that can accumulate at the circulation counter. It also speeds up the process of checking in materials and finding requested items on the shelves. Increased Efficiency and Staff Utilization. Customer self-check allows the Library to redeploy staff on the floor to answer questions, directly assist customers and more rapidly reshelve books. In addition, the Library becomes more efficient, in that monotonous, repetitive tasks such as checking materials in and out are performed PAGE 2 OF AGENDA BILL NO. 18.291 virtually automatically and much faster than manually. As Carlsbad continues to grow, it is anticipated that RFID technology will help absorb the increased Library patronage with reduced staffing. 3. Reliable Collection Security. The RFlD system works on an “on-off’ security basis, which means that once the items are checked out, the security portion of the tag (contained on the item) will be turned off. When the customer walks through the security gates, the system will not detect the tag. If the tag isn’t turned off, the system will read a “live” tag and set off an alarm. Much has been learned from libraries that have already evaluated and/or purchased and implemented RFlD equipment such as the public libraries of San Francisco, Seattle, and Santa Clara. Public concerns about privacy, health and expense of the systems have been carefully examined and addressed. * The privacy issue is a concern that libraries have consistently overcome by utilizing processes and procedures to ensure that customers’ checkout history is not retained. The RFlD tags will only contain the number that is currently held in the barcode on the item. This number is a meaningless series of digits that can only be interpreted by the Library’s automated system once it has been read. The tag does not contain any of the customer’s data, nor does it hold the title or author of the book or item. * From a health perspective, discussion has been generated about radio frequency radiation and its potential health impacts. The frequency of the RFlD system is 13.56 MHz, which is significantly less than the highest level that is deemed safe by the FFA (80 MHz). As a point of reference, a baby monitor emits 49 MHz, and a cell phone emits about 824 MHz. The other important factor to consider is the length of exposure to the radio frequency, which for the RFlD system is very limited. * The last concern is cost. RFlD systems and their equipment are not inexpensive. However, the Library sees this as an investment in the future. RFlD technology will help Carlsbad to manage its growth and continue to deliver top quality services. The public will expect self-service options in other Library activities. This initial investment will quickly pay dividends, as the Library becomes more efficient and effective. To investigate RFID, staff provided information in November 2004 to the Information Technology Governance Committee (ITGC) and received approval to issue an RFP. Responses to the RFP were received on February 18,2005. Upon review of the RFP responses, staff identified questions and concerns about the information submitted. At the request of Library staff, three finalist vendors attended meetings held at the City to provide system demonstrations, answer questions and clarify information. As a result of the meetings and the subsequent reference calls, the selection team selected Integrated Technologies as the vendor of choice for the following reasons: * One of the vendors has a limited presence in the United States and is trying to break into the market + Another vendor has a proprietary technology and requires a server that would render the Library vulnerable to that vendor’s pricing and peripherals and to a server outage that would virtually halt all circulation activities 3 PAGE 3 OF AGENDA BILL NO. 18,291 * Integrated employs technology that complies with expected IS0 standards * Integrated’s system will meet the requirements of the Library for RFlD and self-check and includes the use of a conveyodsorter system that was previously cost-prohibitive * The Library can realize the most benefits and cost savings by selecting Integrated Technologies On June 28, 2005, the Library presented a recommendation to the ITGC to award the contract to Vernon Library Supplies Inc. d/b/a Integrated Technology Group. The ITGC accepted that recommendation and took that recommendation to the Leadership Team (LT). The LT approved negotiating a contract for Radio Frequency Identification (RFID) and Self-check Library Systems with Vernon Library Supplies, Inc. d/b/a Integrated Technology Group on June 29,2005. FISCAL IMPACT: During RFlD implementation, the bulk of preparation time will be devoted to tagging the entire Library collection of materials. Each staff member will tag items for two hours, to become familiar with the system. The other time needed to tag the items will be divided among volunteers, either youth groups or others willing to contribute their time. With approximately 350,000 items and at two minutes on average to place and program the tag, it will take an estimated 11,700 hours. Using this approach, it will take approximately six months to tag the entire collection. RFlD implementation will effect operational changes resulting in significant savings of staff time. Most of the savings occurs in the circulation area. We are assuming that 75% of the current circulation will be done by patrons using the self-check machines, so that only 25% of materials checked out will be performed by Library staff. Cost savings for sorting and check-in will primarily be realized at the Dove Library, via the automated conveyor and sorter. A total of 8 Full-Time Equivalent (FTE) positions will be decreased within the Library. The approximate cost of purchasing and implementing the RFlD system is $685,000. The estimated savings achieved from implementation is approximately $600,000 annually. A return on investment is realized in less than one and one-half years. The purchase price of RFlD equipment, installation and first-year maintenance is $461,336.25 plus tax (where applicable) to be funded from the Library’s general fund block budget. Subsequent years’ support and maintenance costs are estimated at $40,000 annually, to be funded from the Library’s general fund block budget. EXHIBITS: 1. Resolution No. 2005- 289 authorizing the approval of an Agreement for Radio Frequency Identification (RFID) and Self-check Library Systems with Vernon Library Supplies, Inc. d/b/a Integrated Technology Group. 2. Inc. dba Integrated Technology Group. Agreement for RFID and Self-Check Library Systems with Vernon Library Supplies, DEPARTMENT CONTACT: Cheryl Mast, (760) 602-20 14, camast@ci.carlsbad .ca. us, Heather Pizzuto, (760) 602-2056, hpizz@ci.carlsbad.ca.us. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 EXHIBIT #I RESOLUTION NO. 2005-289 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AUTHORIZING THE APPROVAL OF AGREEMENT FOR RADIO FREQUENCY IDENTIFICATION AND SUPPLIES, INC. D/B/A INTEGRATED TECHNOLOGY GROUP SELF-CHECK LIBRARY SYSTEMS WITH VERNON LIBRARY WHEREAS, the City Council of the City of Carlsbad, California, considers it necessary and in the City and public’s best interest to approve the Agreement for Radio Frequency dentification and Self-check Library Systems with Vernon Library Supplies, Inc. d/b/a Integrated rechnology Group; and WHEREAS, funding is available in the Library’s General Fund block budget. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, 2alifornia, as follows: 1. That the above recitations are true and correct. 2. That Agreement for Radio Frequency Identification and Self-check Library Systems with Vernon Library Supplies, Inc. d/b/a Integrated Technology Group is hereby ipproved and the Mayor is authorized and directed to execute said agreement. PASSED, APPROVED AND ADOPTED at a regular meeting of the Carlsbad City Council ield on the 27th day Of September , 2005 by the following vote, to vit: AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose 4TTEST w+,- -0RRAINE M. WOm, City Clerk (SEAL) AGREEMENT FOR RADIO FREQUENCY IDENTIFICATION VERNON LIBRARY SUPPLIES, INC., DBA INTEGRATED TECHNOLOGY GROUP AND SELF-CHECK LIBRARY SYSTEMS THIS AGREEMENT is made and entered into as of the 27th day of September ,20 05, by and between the CITY OF CARLSBAD, a municipal corporation, ("City"), and VERNON LIBRARY SUPPLIES, INC., DBA INTEGRATED TECHNOLOGY CORPORATION ("Contractor"). RECITALS A. B. C. D. such work. City requires the professional services of a vendor that is experienced in delivering radio frequency Contractor has the necessary experience in providing professional services and equipment related Selection of Contractor is expected to achieve the desired results in an expedited fashion. Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform identification and self-check equipment and implementation services to public libraries. to the services described above. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit A, Integrated Technology Group's proposal, dated February IS, 2005, which is incorporated by this reference in accordance with this Agreement's terms and conditions. Should there be any inconsistencies between provisions of this agreement and any attachment or exhibit, the provisions of this agreement shall control over any in conflict. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area, and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective for a period of 12 months from the date first above written. If an extension is needed, the terms of this contract will be continue, based upon a satisfactory review of Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. 4. Time is of the essence for each and every provision of this Agreement. TIME IS OF THE ESSENCE 5. COMPENSATION The total fee payable for the Services and Equipment to be provided during the initial Agreement term will be Four Hundred Sixty-One Thousand, Three Hundred Thirty-Six dollars and Twenty-Five cents ($46 1,336.25)This does not include sales tax, which is the City's sole responsibility. This amount includes the first year's maintenance fees as defined in Exhibit B. No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. The City reserves the right to withhold a ten percent (10%) retention until City has accepted the work andor Services specified in Exhibit "A". City will pay Contractor for equipment and services when received and accepted, as defined in Section 6 of this Agreement. 1 6. SYSTEM ACCEPTANCE 6.1 Preliminarv Test of Software, Hardware and Interfaces After Contractor’s completion of the delivery and installation of the hardware and software components, the City will have sixty (60) days to identify system, hardware and interface defects. The purpose of the preliminary test is to test the software’s functionality and performance to determine whether the software meets the requirements established in the City’s RFP (Exhibit T’). Each component will be individually evaluated, accepted and paid for as it is delivered and accepted. During the preliminary test period, the City will provide the Contractor with written notice of any system, hardware and/or interface defects. Upon receiving notice, the Contractor will: 1) act diligently and make best efforts to correct the identified defect(s) within seven (7) days, and (2) immediately upon completing the correction, provide the City with written documentation that the identified defect has been corrected. While the identified defect is being corrected, the City, at its election, may continue to test and use the system. Upon the City’s receipt of the documentation of correction, the sixty (60) day preliminary testing period will resume. The testing, correction, and retesting process will continue until all identified defects are corrected. In the event the City determines the number or extent of the defects to be significant, the City may initiate additional tests the City deems necessary in order to fully determine the extent of the problems and whether the curative action by the Contractor has resulted in a successful repair. If, during the course of correcting the defects, the Contractor determines it must provide on-site support to correct the defects, it will be at no additional cost to the City. If it is determined that the defect was caused by the City, the City will reimburse the Contractor for all additional costs, including travel expenses. 6.2 AcceDtance Sixty (60) days after entering into a production environment, which means that the system is being used by the Library staff and patrons to check in and check out materials will constitute acceptance of the project. 7. ANNUAL MAINTENANCE AND SUPPORT 7. I Support. Contract will provide City with maintenance and support on all hardware and software included in Exhibit B, Price Sheet, on an annual basis subject to the payment of the annual Product Support Fee through the life cycle of the products. The following maintenance services will be provided during the Period as described below. 7.1.1. All Hardware Product components (excluding RFlD tags), with the exception of consumable parts (e.g., print heads, ribbons, etc.), which fail, shall be replaced free of charge unless such failure is caused by City, as determined by both parties. All replacement parts, be they new or parts of equal quality, will be provided on an exchange basis. 7.1.2. In the event that City reports any materials bugs or defects in the Software, Contractor shall correct or replace the Software or provide the services necessary within 24 hours to remedy any programming error attributable to Contractor and that significantly affects the functionality of the Software. 7.1.3. Contractor shall provide one point of contact for City to report all Product problems, failures and defects. City shall designate specific employees who will be directly trained by Contractor in troubleshooting aspects of the products. 7.1.4. Contractor support shall be available during all regular operating hours of the library, and Monday through Friday beginning at 7:30 a.m. Pacific Time. Contractor shall respond within one hour to determine the nature of the error or defect in the product. Contractor shall provide the maintenance and support services during the service period by telephone, facsimile, email, modem, on site visit or any other means which is deemed appropriate by City and Contractor, to adequately provide those services seeking restoration of complete service within six (6) hours. 2 7.1.5. Contractor shall support City without charge any and all updates, improvements, modifications and releases to the Licensed Programs that Contractor makes available to its licensees without charge, provided that Contractor reserves the right to charge separately for new options or new applications that, as mutually agreed upon by City and Contractor, constitute a new software product. 7. I .6. Maintenance services to be provided by Contractor under this Agreement do not include: 7. I .6. I. Correction of errors arising from changes, alterations, additions or modification by persons other than the employees or agents of Contractor or caused by the operation of the Product other than in accordance with the operating specifications 7.1.6.2. Correction of errors arising from the fault, neglect, misuse or omission of the City or its agents, contractors or invitees or any other person whether or not that person is under control or discretion of the City. 7.1.6.3. Rectification of errors or defects caused by the incorrect or unauthorized use, modification, revision, variation or translation of the software by the City or its agents, contractors or invitees. 7.1.6.4. Repair of damage arising from the failure or surge of electrical power, fusion, fire, air conditioning malfunction, damage caused in transportation by anyone other than Contractor, or any other environmental factor or cause other than a cause arising from normal use of the Product. 7.1.6.5. Correction of errors caused by the use of computer programs not licensed by Contractor for use by the City. 7.2. Assignment of Warranties on Hardware Products. In addition to Contractor’s obligations under the Maintenance Agreement, Contractor hereby assigns to City all rights of Contractor under any manufacturer’s warranties applicable to Hardware Products purchased under this Agreement to the extent such assignment is permitted under such warranties. Such assignment will be effective upon payment of the Total Purchase Price (less any applicable damages) and all other charges invoiced for the shipment of the Products. Except as provided hereunder or pursuant to an executed Maintenance Agreement, Contractor shall have no obligation to provide maintenance support or other services for Hardware Products purchased under this Agreement. 7.3. Limitation on Services. Notwithstanding the above, in the event that City or any third party enhances, modifies, alters or otherwise makes any changes to the Products without the prior express written consent of Contractor, Contractor shall have no obligation whatsoever to provide maintenance or support of such Products at any time after such enhancement, modification, alteration or change. 7.4. Upgrades. The information technology industry is very dynamic and marked by frequent product replacement and upgrades. With respect to third party software and hardware not supported by Contractor as part of this Agreement, City retains the responsibility for the costs of purchase and installation of upgrades necessary to maintain the functionality of the system. 7.5. City ObliPations. During the term of this Agreement, City shall do the following: 7.5.1. City shall provide Contractor with sufficient documentation, information, assistance, support and test time on City’s computer system as scheduled and approved by City, to duplicate any reported problems, certify that the problem is with the Products, and certify that the problem has been corrected. 7.5.2. City shall provide Contractor’s Maintenance personnel with proper and safe access to the equipment and software at all requisite times and scheduled and approved by the City for the purpose of providing maintenance services. 7.5.3. City will provide Contractor with three (3) days written notice of the City’s intention to move the equipment to a location other than the premises. 3 7 8. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City's election, City may deduct the indemnification amount from any balance owing to Contractor. 9. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City. 10. OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. 11. INDEMNIFICATION Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees arising out of the performance of the work described herein caused in whole or in part by any willful misconduct or negligent act or omission of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City's self-administered workers' compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 12. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor's agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-:VI'. 12.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless City Attorney or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. 12.1.1 Commercial General Liability Insurance. $1,000,000 combined single-limit per occurrence for bodily injury, personal injury and property damage. If the submitted policies contain aggregate limits, 4 general aggregate limits will apply separately to the work under this Agreement or the general aggregate will be twice the required per occurrence limit. 12.1.2 Automobile Liability (if the use of an automobile is involved for Contractor’s work for City). $1,000,000 combined single-limit per accident for bodily injury and property damage. 12.1.3 Workers’ Compensation and Employer’s Liability. Workers’ Compensation limits as required by the California Labor Code and Employer’s Liability limits of $1,000,000 per accident for bodily injury. Workers’ Compensation and Employer’s Liability insurance will not be required if Contractor has no employees and provides, to City’s satisfaction, a declaration stating this. 12.1.4 Professional Liabilitv. Errors and omissions liability appropriate to Contractor’s profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of five years following the date of completion of the work. 12.2. contain, or are endorsed to contain, the following provisions: Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement 12.2.1 The City will be named as an additional insured on General Liability. 12.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 12.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 12.3. Contractor will furnish certificates of insurance and endorsements to City. Providing Certificates of Insurance and Endorsements. Prior to City’s execution of this Agreement, 12.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 12.5 copies of any or all required insurance policies and endorsements. Submission of Insurance Policies. City reserves the right to require, at anytime, complete and certified 13. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 14. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 15. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy of the work product for Contractor’s records. 5 16. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 17. NOTICES The name of the persons who are authorized to give written notices or to receive written notice on behalf of City and on behalf of Contractor under this Agreement. For City: For Contractor: Name Heather Pizzuto Name Shai Robkin Title -Libraw Director Department Carlsbad City Library Address 1775 Dove Lane Carlsbad CA 920 1 1- Phone No. -760-602-201 1 Title President Address 285 1 Cole Ct. Norcross. GA 3007 1 Phone No. 877-207-3 127 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 18. CONFLICT OF INTEREST City will evaluate Contractor’s duties pursuant to this Agreement to determine whether disclosure under the Political Reform Act and City’s Conflict of Interest Code is required of Contractor or any of Contractor’s employees, agents, or subcontractors. Should it be determined that disclosure is required, Contractor or Contractor’s affected employees, agents, or subcontractors will complete and file with the City Clerk those schedules specified by City and contained in the Statement of Economic Interests Form 700. Contractor, for Contractor and on behalf of Contractor’s agents, employees, subcontractors and consultants warrants that by execution of this Agreement, that they have no interest, present or contemplated, in the projects affected by this Agreement. Contractor further warrants that neither Contractor, nor Contractor’s agents, employees, subcontractors and consultants have any ancillary real property, business interests or income that will be affected by this Agreement or, alternatively, that Contractor will file with the City an affidavit disclosing this interest. 19. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and regulations and will be responsible for the compliance of Contractor’s services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants that the services required by this Agreement. 20. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 21. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved 6 party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 22. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for nonperformance by notifLing Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. Either party upon tendering thirty (30) days written notice to the other party may terminate this Agreement. In this event and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. 23. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 24. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq., the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 25. JURISDICTIONS AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 26. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement or any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 7 27. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. 28. The and of tl AUTHORITY individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions iis Agreement. CONTRACTOR *By:g /$#c- (sign here) Shai Robkin , Pf't'fidint (print name/title) / (sigrhere) Judy Robkin , -Z?cV!%.acr-. (print nameititle) ATTEST: 8 If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a Coruoration, Agreement must be signed by one corporate oMicer from each of the following two groups. *Group A. Chairman, President, or Vice- President **Group B. Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: RONALD R. BALL, City Attorney By: 9 April 14,2003 \3 EXHIBIT A i ,/ I I I \ \, I 1 Request for Proposal Radio Frequency Identification and Self-check System City of Carlsbad, California February 18,2005 2851 Cole Court Atlanta, GA 30071 1-877-207-31 27 www.integratedtek.com A Division of Vernon Library Supplies, Inc. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. City of Carlsbad, California Request for Proposal Library radio Frequency Identification and Self-check System Table of Contents Section I Pages 1-2 General Vendor Information - Attachment A Section II Pages 3-4 References - Attachment B Section Ill Pages 5-37 Solution Specifications - Attachment C Section IV Pages 38-41 Implementation Methodology - Apex RFID Implementation Timeline Sections V and VI Experience Pages 42-43 Section VI1 Pages 44-46 Support and Maintenance Terms Section Vlll Pages 47-82 Additional Information Apex RFlD Vendor Profile 48-49 System Overview 50-52 Apex RFlD FAQs 53-69 Apex XpressCheck FAQs 70-73 Apex RFlD Components 74-82 Please see enclosed CD for Planner's Guides, Power Point Presentation, and video Section IX Pages 83-88 Cost Breakdown Attachment D 83-86 Itemized Spreadsheet 87-88 Sections X and XI Billing, Payment and Agreement Pages 89-95 Attachment A - GENERAL VENDOR INFORMATION Please provide the following information about your organization and application software: - 1. 2. 3. 4. 5. 6. 7. 8. 9. IO. 11. 12. 13. 14. 15. Company name. Vernon Library Supplies, Inc. d.b.a Integrated Technology Group Corporate address. 2851 Cole Ct., Norcross, GA 30071 Number of years in operation. 32 Annual revenue. $5,000,000 Emdovees: Total: 25 Development Staff 4 Salesstaff 3 Training Staff: 2 Other: 16 San Diego area support (location/times/number of employees). Pomona, CA/7:00 AM - 6:OO PM PST/l Other available support (location/times/number of employees). Norcross, GA/7:00 AM - l2:OO AM EST/4 Application name(s). Apex RFlD Application modules available. OneCheckm Staff Station FlexCheckm Staff Station Apex XpressCheckm Self Service Station Burst Busterm Security System PowerReadeP Shelf Maintenance System Returns and Sorting Systems Type of user interface (Client/server, Web browser, etc): ClienVServer (some amlications are standalone) Hardware (list all needed for solution) See "Apex RFlD Components" document in Section VIII. Server hardware/operating system options. No separate server required. Client hardware/operating system options. Windows 98 or higher Database options. NA Reporting tool options. Crty of Carlsbad Library Radio Frequency Identification & Self-Check System Page 14 16. 17. 18. 19. - - 20. 21. 22. - - 23. 24. 25. 26. 27. 28. - See Attachment C, Question 14 Date proposed application first .written. 7/2002 Frequency of major upgrades/releases. Approximately twice per year. Date of last major upgrade/release and release number. 12/2004 2.0.1 Estimated next release and significant improvements. 6/2004 SIP interface from security gates to 11s to produce titles of items that have set off security alarm. Languages used, by percent (Le., 25% Cobol, 25% C, 50% SQL). Visual Studio.net Total current similarly sized organizations as customers. 3 Total current installations, including a complete list of customers and their corresponding integrated library systems. See attachment B. Typical implementation time. See Attachment C, Question 104 Typical hours required to implement (city staff time and vendor or implementation partner staff time). See Attachment C, Question 104 Typical training plan for both technical and library staff. See Attachment C, Question 97 If no, list any third party organizations qualified to implement your system that you feel would be appropriate for this project. Include contact name and number. Do you provide implementation services? Yes: { X } No: { 1 Typical installation size (number of users, etc.). Installations vary greatly depending on the library and the community. Describe any new versions currently under development. SIP interface from security gates to ILS to produce titles of items that have set off security alarm. City of Carlsbad Library Radio Frequency Identification & Self-check System Page 15 I I >- I >- >- Y t- 0 0 0 s rl m 0 0 cu & m 0 0 cu ;u\ c E w cn c 0 c m 0 C al .- !E 2 c I I + * 3 3 N ;;. I I I d 285 1 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. I Attachment C - Solution Specifications I For the following section, please describe how the solution you are proposing addresses each of the components. General Requirements 1. Integration/compatibility with Sirsi, the Library’s automated library system Apex RFlD integrates fully and seamlessly with Sirsi, communicating either directly with the Sirsi database or through SlP2. Staff stations offer both options while self checkout and automated checkin/sorting communicate exclusively through SIP2. Conformance with all applicable standards and regulatory requirements, including those of Americans with Disabilities Act, local fire codes, SIP2, RS-232, and TCP/IP Ethernet 10/100. Apex RFlD fully conforms with all applicable standards and regulatory requirements. Not harmful to persons or library materials, including patrons with hearing aids or pacemakers and audiovisual materials. Apex RFlD applr’cations present no health hazards to patrons or staff. 2. 3. Technology r 4. Describe and explain the purpose of all hardware components your solution needs in order for it to function in our environment and specify which components are included in your proposal. Include the following where applicable: 0 Brand and model information 0 Capabilities User interface Equipment labeling 0 Equipment accessories 0 Equipment capabilities and features 0 Space, setup and energy/resource requirements Please see documents entitled “Apex RFlD Components” and Planner’s Guides in Section VIII. Describe and explain the purpose of all software components your solution needs in order for it to function in our environment and specify which ones are included in your proposal. (Include any workstation application requirements, Le.; client software, Java, Applets, etc. Also identify any database options that may be available with your solution.) Please see document entitled “Apex RFlD Components” in Section VIII. Describe the security features and capabilities of your solution including: user signa and access, groupings of security designations, levels and types of access options, and terminal inactivity/session end options. 5. 6. - 285 1 Cole Court Atlanfa, GA 3097 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Our software solutions have only one user setting for operation. There are administrative settings which require a password which can be customized by the library. All of our solutions can be readily incorporated into an existing network’s security policies. Because our applications are primarily designed to communicate with RFID hardware or with a SIP server through TCP/IP, it can fit well with almost any existing security infrastructure. Specifically describe any minimum workstation and sewer requirements for your solution (i.e. applications required, which ports are used etc.) P Cs must be capable of running Windows98SE (Second Edition) or higher with the Microsoft .NET framework 1.1 or later. PCs should have a minimum of 50MB free hard drive space and 64MB RAM. Please see Planner’s Guides in Section VI11 for specific requirement for each application. There are no server requirements, except if using SIP, a SIP server must be available. Specifically describe WAN/LAN issues including protocol utilized and/or supported; performance across a WAN vs. a LAN; remote management capabilities either built into your system or provided separately, and more specifically whether your system! supports ZenWorks for remote management. Typically, our only network communication is for communicating with a SIP server via TCP/IP. There are no special WAN/LAN issues except for standard computer networking configuration. For remote management we have a remote administration configuration utility (for an additional charge) which utilizes network shares for configuring Apex XpressChecks only. In general, our computers and applications are compatible with Novel1 Zen Works. List the software environments with which your system is compatible, and be able to provide examples of locations where it is currently functioning. Also, specifically list any known compatibility challenges with our current technology environment. PCs must be capable of running Windows98SE (Second Edition) or higher with the Microsoft .NET framework 1.1 or later. Currently there are no provisions for running our software on Linux computers. However, standard TCP/IP communication with Linux servers or other platform servers is easily accomplished (e.g. SIP communications). Describe vendor remote support capabilities, i.e.; ability to access the City’s network via a Citrix ICA Client or through an intermediate Secure Shell; and ability to provide remote support to any sewers or workstations. Currently, we offer remote support capabilities through Webex (httm//integratedtek.webex.com). We do not currently use any Citrix ICA clients. With our product line, there is never a reason for ITG to remotely support any servers. Integrated routinely supports workstations successfully utilizing our remote support capabilities. 7. 8. 9. IO. 11. Address the following areas in your response: -c Tools included which aid in maintaining the system environment For remote management for configuring Apex XpressChecks, we have a remote administration configuration utility (for an additional charge) which utilizes network ,f- 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. shares. Workstations running our other applications accessed via products such as Microsoff Remote DesMopflerminal Services, PC Anywhere, VNC, etc. Security products such as firewalls, antivirus, and OS security patch management are the responsibility of the City’s network administrators. What redundancy is built into your system Redundancy is not applicable in Apex RFlD applications. What open source options are available None currently. If your solution is scalable Since our solutions require a one to one relationship with the RFlD hardware, it should not really be considered scalable in a traditional sense. Method of user authentication and whether the City’s current environment for authentication could be utilized The City’s current environment for authentication should be sufficient. 12. Describe your solution’s capability of integrating with Sirsi’s Unicorn Library Management System and what functions it performs as a result of that interface. The Apex RFID consists of the following applications: Tag Programmhg - No interface with Sirsi is required. Bar code number is extracted directly from the bar code label that already is on the item or on the RFID tag protective overlay (for new materials). The Tag Programming software application is included in both the OneCheck and flexcheck Staff Stations. DIrectReader - Interface for staff operated checkout and checkin is accomplished in exactly the same fashion as is currently accomplished using a bar code scanner. Item identification (bar code) number is sent directly to the field in the Workflows screen where the cursor is located. At the same time, the tag’s security bit is turned off or on, depending on whether the item is being checked out or checked in. Direct Reader software application is included in both the OneCheck and FlexCheck Staff Stations. MultlReader - Interface for staff operated checkout checkin is accomplished by communicating with Sirsi through SIP2. This application allows for multiple items to be processed simultaneously. MultfReader software application is included in the FlexCheck Staff Station. Manual Assist Sorting - No interface with Sirsi is required. This application assists staff in manually sorting items for reshelving based on information stored in the tag. Manual Assist Sorting application is included in both the OneCheck and Flexcheck Staff Stations. XpressCheck - Apex self service application communicates with Sirsi through SIP2, receiving and sending detailed information concerning both patrons and library materials. Various options are also available that will allow patrons to pay fines directly at the self check. Automated Returns and Sorting - Communication is accomplished through SIP2 for the purpose of checking items back into the database and determining to which bin, including holds, they should be directed if an automated sorting unit is implemented. c ,- 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Shelf Readlng - Information is uploaded and downloaded directly from Sirsi for the purpose of collecting inventory information, searching for an item or a group of items, and determining if items are misshelved. Burst Buster Security - No interface to Sirsi is required since the system detects only whether an item’s security bit has been deactivated and records the ID number of that item. In development is an application that communicates the ID information for those items that set off the gates alarm to the Sirsi system so as to receive back title information. Describe the data that can be collected and stored in your solution/system and accessed for reports. The Apex XpressCheck collects the following information in Access tables: Date Day Week (Calendar) Hour Valid Patron Invalid Patron Item accepted (allowed) Item not-accepted (not allowed) Language selected I f8ch!nfr POUP 13. From the information created in Access tables, some examples of queries that can be used to generate reports are listed below. More queries are possible and can be generated by the library or by Integrated for an additional programming charge. Time ranges for queries can be by hour (on a 24 hour basis), day, week, month, or specific date range. Total sessions per given time range Total number of items checked out per given time range Total number of valid patrons per given time range Total number of blocked patrons per given time range Percent of valid patrons per given time range Percent of blocked patrons per given time range Percent of items allowed to be checked out per given time range Percent of items not allowed to be checked out per given time range Avg. number of blocked patrons per given time range Avg. number of valid patrons per given time range Avg. number of items checked out per session per given time range Avg. number of items not allowed to be checked out per session per given time range Day summary report (for quick tally of previous days statistics) Total number of each language chosen per given time range (still in development) Percent of sessions using each language chosen per given time range (still in development) 63 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatediek.com A Division of Vernon Library Supplies, Inc. Conversion Stations Staff Workstation Apex XpressCheck statistics are not kept at the individual patron detail and specific information on a particular patron number is not available. Because circulation systems vary in their approach to handling blocked items, statistics do not include any detailed information regarding the reason for unsuccessful sessions. However, this information is available in the detailed history log files continuously running while the machine is active. 2 1 1 1 1 Data and reports similar to those shown above for Apex XpressCheck may also be generated from the MultiReader Staff Station application, the Automated Returns and Sorting applications. Security gates have a built-in patron counter. The security system also stores data on items that have alarmed the gates. Provide a list of standard reports that are included with your solution, the type of reporting tool that is included, and any third party tool or software that is required to access your solution/system for reporting purposes. The Apex XpressCheck software keeps statistics as shown above in a standard Access Database format, which can be manipulated through our included utility or directly with any application which can utilize Access Database files (.mdb). Many of our applications utilize text files for keeping detailed history logs for support purposes. Additionally, SIP Servers typically keep statistics for transactions processed through SIP. However, this will vary according to the Library’s ILS software. 14. Patron Countertop Station Patron Standalone Station Exit Sensors Hardware 2 3 1 3 1 5 4 2 15. Please include the following hardware/equipment in your proposal, using Attachment E and with detailed information on: a. Cost per piece b. Quantity price breaks c. Model name and number d. Annual maintenance costs Include any other required equipment or peripherals proposed in your solution. Include photos and data sheets for all proposed hardware that provide dimensions and functionality. Bookdrop Readers Outside, standalone bookdroD stations 1 EauiDment I Dove Libraw 1 Cole Library I Centro I 4 4 2 1 Inventory wands/readers ODtional- 1 1 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Tags 16. 17. 18. 19. 20. /I 21. 22. 23. 24. /c 25. I Conveyor/Sorter I1 I1 Sorting Bins 13 13 See Attachment E for costs and the Planner’s Guides in Section VI11 for product specifications. What is the frequency of the tag? Will it interfere with a wireless network? The Tagsys Folio 320 is an ISO18000-3 compliant read/write passive tag operating at 13.56 MHz. Tags will not interfere with a wireless network. What is the minimum memory of the tags? It has a 256 bit memory organized into four data blocks, each of which can be independently locked. Can the tags be preprogrammed with an identification number that cannot be altered, as well as programmable at the library so information can be added and modified? Yes. However, because of the programming of tags is so fast, easy and foolproof, we recommend that they be programmed at the library. Is network access required to read the tag? No. Can someone at the circulation desk still turn the tag off and read the bit if the network is down? Yes. Does climate impact the functionality/effectiveness of the tag? Optimal operating temperature is between 32F - 158F. What is the tag life? What things would shorten the tag life? Tagsys tags have proven their durability over many years of use and have been tested with over 100,000 read/write cycles. Tags are guaranteed for the life of the items to which they are applied. Direct abuse, such as cutting or bending the tag, could shorten the tag’s life. The recommended protective tag overlay is very effective at preventing any incidental damage. Will the tags be compatible with updated software and hardware, Le., how will you ensure that this isn’t a wasted investment? Both Tagsys and ITG are committed to backward and forward compatibility of all tags, hardware and software. Tagsys and ITG are committed to standards, such as the only existing standard for RFID, ISO18000-3. Are the tags encrypted? No. However, in a sense, because no bibliographic information is programmed into the tag, a form of encryption is automatically present. The item identification number is random and it is only through access to the library’s database that bibliographic information is known. Encryption is also non desirable from an intersystem interoperability perspective. Do the tags have a security bit? Yes. When library materials are checked out, either at staff or self check-out stations, the tags’ security bits are disarmed. The security bit is, however, different from any a5 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 26. 27. 28. 29. 30. rc 31. 32. other bits on the tag. This unique Tagsys tag feature uses a dedicated €AS (Electronic Article Surveillance) burst at 106 KHz. This €AS burst is issued only if the EAS bit is set to the on position (which it would be unless it has been turned off during a checkout). It does not require a wake-up signal and is therefore a "Tag Talks First" (7?F) type of modulation. The functional effect of this is that the security gates only detect security bits in the "on" position; they do not attempt to read each tag to determine if the bit is on or off. This keeps the detection rate of the Tagsys system at consistently above 95% regardless of the number of items that are in the field. All other RFlD systems are based on "Reader Talks First" (RTF) type of modulation. The security gates are attempting to read every tag in the field in order to determine if the designated security bit is either "on" or "off" (3M, Bibliotheca, Libramation) or to read the entire item identification number (Checkpoint). In this scenario, one can easily see why performance will suffer as there are more tags in the field. This degradation may not be readily apparent when there are only one or two tags in the field, but when there are five or more, the drop is considerable (down to the 70% range or even below). What is the durability of the sticker that holds the tag? How often do they have to be replaced? The RFlD tag itself is wedded to a durable substrate with an aggressive pressure sensitive adhesive. They should never require replacing. Protective vinyl overlays, slightly larger than the RFlD stickers themselves, feature a super aggressive adhesive and are very effective at preventing damage to the tag and ensuring adherence to library materiasl. Will the tags work with any material format, e.g., print, audiotape, videotape, CD/CD ROM and DVD? Tags may be applied directly to all material formats with the exception of audiocassette tapes. In those cases, tags should be placed on cases or audiobooks. Can a logo or barcode be printed on the tags or on the cover sticker? Yes. We recommend cover stickers (protective overlays) and have included them in the price quotation. How do you deal with electronic media, e.g., CDs and DVDs? The CD/DVD "donut" tag may be directly affixed to disks that have no metallic content in their inner circles (where no data is stored). This hub tag works effectively for circulation purposes but does not perform as well as the standard tags for security gate detection. Standard tags should be affixed to cases for those CDs and DVDs that have metallic content in their hubs.. Are there limitations with the type of book cover or binding materials, e.g., metal or foil? RFlD tags should not be placed inside of metallic materials. Metallic bookjacket covers should be avoided. In those cases, the library may choose to make a photocopy of the original cover. Where this is not possible (paperbacks), the RFlD tag may be placed on the outside of the cover. Who is your tag manufacturer? Tagsys. Are the tags standardscompliant? 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Yes, IS01800(r3. Tagsys believes in standards and is pleased to be a member and major contributor to the IS0 (International Standards Organization) 18000-3 standard, the very first to address RFID. ISO-18000-3 defines a standard set of communication guidelines for 13.56MHz RND tags. (NOTE: Some companies have tried to promote an earlier standard, /SO-15693, as an RFID standard. While the ”prior art” of /SO-15693 was incorporated into /SO-18000-3, unlike ISO-18000-3, it is not an RFID standard. /SO-15693 was developed for contact-less access control cards, which, though similar in certain aspects to RFID, does not contain precise guidelines for several RFID features). While ISO-18000-3 establishes a standard for RFID, it is a general technology standard, not an application standard specifically designed for libraries. In theory, this means that all tag and reader manufacturers that adhere to the standard will be capable of reading each other’s tags. In practice, however, it is important to remember that tags and readers are designed to work together within a matched component system and that full functionality is dependent on this appropriate match. As a manufacturer of both tags and readers, Tagsys is particularly well suited to ensure this match. Can any other vendor’s equipment read your tags? Any equipment-that is designed to read ISO18000-3 compliant tags can read Tagsys tags. Tagsys equipment can read any ISO18000-3 compliant tag. 33. /c 34. Will your equipment read any standard tag? Conversion-Programming Workstatlons 35. 36. 37. 38. ,- 39. Can we wirelessly connect to Sirsi to program the RFlD tags and relate them to the item record? This process does NOT require communication with the library’s ILS. It therefore can be done as quickly as the staff person is capable of placing an item on the reader, scanning the bar code and checking a field on the monitor to see if the conversion was successful. During the retrospective conversion process, the library may choose to place a computer workstation or laptop on a mobile cart that may be wheeled through the aisles. Programming can be done using the OneCheck Staff Station, the Flexcheck Staff Station or the FastFOLlO programmer/dispenser. Can the workstations read, program and reprogram RFID tags? Yes. Can the workstations print a barcode or library logo on the RFlD label or label cover? No. We recommend that the library purchase preprinted label covers. This will provide the library with the most cost effective and quality solution. Do the workstations interface with the automated library system or are they standalone? Standalone. Is a mobile model available for use in the stacks? Both the standard staff stations and the FastFolio Programmer/Dispenser are designed to placed on a mobile cart along with laptop computer and bar code scanner. 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 40. Can conversion stations also function as checkout workstations? Yes. The tag programming software module is included in both the Onecheck" and FlexChecP staff stations. In addition to the tag programming software module, staff stations include software for check-out, check-in and manually assisted sorting. The FastFOLlO Programmer/Dispenser is designed for tag programming only. Staff Workstations 41. How will they be set up? The hardware provided for the FlexCheck Staff Station consists of the Aero LI pad antenna and the Media" LlOO reader (also referred to as a coupler) designed to read/write multiple tags at a time. The antenna is powered by the coupler. The FlexCheckm RFID pad antenna may be placed on a desktop or mounted under a counter top. Staff rarely need to handle materials being checked out at all; patrons simply place their items on the designated area on the counter and if no special handling is required, the staff person need only scan the patron card or key tag and hand the patron his receipt. The coupler requires external electrical power and is connected into a 9-pin serial port of a library supplied Windows98 or higher computer that is connected to the library's circulation database when used for circulation transactions. (lust like the OneCheck" Station, tag programming does not require a connection to the library's database.) For the purpose of scanning patron cards at the circulation desk or bar codes during tag programming, the library must also supply a bar code scanner (available separately from 1TG). Software licenses may be transferred between computers. For example, the tagging software module may be initially used on a laptop when first converting the collection, then transferred to a standard workstation for the programming of tags for new materials as they arrive in the library. The Onecheck Staff Station is designed primarily for the programming of RFlD tags but it can also be used with a single item at a time to charge/discharge items and deactivate/reactivate security bits using the DirectReadeP software module and to facilitate the reshelving of returned materials using the Manual Assistm sorting software module. The hardware provided for this station consists of the L-PS1 RFlD pad with built-in antenna and coupler designed to read and/or write one tag at a time. The pad should be placed on desktops (not under, as with the Flexcheck). The reading detection area is narrower and the reading time slightly slower than that of the FlexCheckm Staff Station.. The Onecheck" RFlD pad is connected into a 9-pin serial port of a library supplied Windows98 or higher computer or laptop (need not be dedicated). Like a bar code scanner, the RFlD pad is powered by the computer. Library must supply a bar code scanner (also available separately from 1TG) for tag programming. Software licenses may be transferred between computers. For example, the tagging software module may be initially used on a laptop when first converting the collection, then transferred to a standard workstation for the programming of tags for new materials as they arrive in the library. How will it interact with Sirsi, e.g., antenna? 42. 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 43. 44. 45. 46. 47. /c Two staff station options are available. The OneCheckTM Station includes the programming software, the Manual AssistTM sorting software and the DirectReaderm check out/in software for the processing of a single item at a time. The FIexChecP Station includes all of the software included with the OneCheckTM Station plus the MultiReaderTM software for checking out/in a stack of items all at the same time. The DirectReadeP module is a non-SIP based application that allows staff to keep the ILS circulation screen in view and operating at all times. Staff continue to see and manipulate data from the library’s circulation system as it has in the past; a small window in the computer screen will indicate when security bits have been turned off or on (turning color and sounding an audible alert). When operating in DirectReadeP mode during the check in process, the window will also show the sorting information programmed into the tag so as to facilitate re-shelving. The FlexCheckm Station allows users to move back and forth between DirectReaderm and the SIP-based MultiReaderm modes with just the click of a mouse Most find the processing of a stack of items simultaneously to be particularly advantageous during the check-in process. The user may choose to operate in “blind” mode, looking at the screen only when receiving an audible alert indicating when an item requiring special handling is detected. It is recommended that CDs and DVDs be checked out and in one at a time. In all cases, as items are checked out, the security bits in the RFlD tags are deactivated. As items are checked in, the security bits in the RFlD tags are reactivated. What peripherals are required? Apex RFlD staff stations are designed to allow libraries to continue using their existing bar code scanners and Windows 98 or higher computers. If the library chooses to issue receipts to its patrons, a receipt printer is required. Can we continue to use our own Sirsi Workflows program for transactions? Yes, when the staff station is operating in DirectReaderTM mode. The DirectReadeP module is a non-SIP based application that allows staff to keep the ILS circulation screen in view and operating at all times. Staff continue to see and manipulate data from the library’s circulation system as it has in the past; a small window in the computer screen will indicate when security bits have been turned off or on (turning color and sounding an audible alert). When operating in DirectReadeP mode during the check in process, the window will also show the sorting information programmed into the tag so as to facilitate re-shelving. Will the system be able to read both RFlD tags and barcodes? Yes. A bar code scanner may operate along with an RFlD reader on the same PC. DirectReadeP and MultiReadeP software applications accept scanned bar code input in addition to RFID input. Most libraries continue using bar coded patron cards and some libraries may choose not to place RFlD tags in all items. In most cases, the library needs to be able to process materials that come from other libraries that do not have RFID tags, thereby necessitating a bar code scanner. Can the unit at the staff workstations program new tags and check items in and out? Yes How does the system identify held items? 24 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. As noted above, the DirectReadeP operates within the library’s own 1fS circulation software. Therefore, staff are alerted to holds through the ILS software (in short, no change from existing procedures). The MultiReadeP software module is used in place of the library’s circulation program. When the lfS, communicating through SIP to the MultiReaderm program, identifies a hold item, a message appears on screen, an audio alert is activated (saying “hold”) and a hold ticket is automatically printed. Can the workstations read tags and display the information on the tags on screen? Yes What is the read range? The FlexCheckm Station has a range of approximately 6”. The OneCheckm Station has a range of approximately 3”. How many tags can be read at one time? How many types of media? Over 20 tags can be read at one time. We recommend, however, that CDs and DVDs be processed one at a time. Can the workstation sit on a current circulation countertop and/or can they be recessed? The FlexCheckm RFlD pad antenna may be placed on a desktop or mounted under a counter top. The OneCheckm RFlD pad antenna should be placed on desktop. How does the station deactivate the theft or security bit on the materials? Security bits are automatically deactivated as part of the check out process. No extra steps are necessary. When operating in DirectReadeP mode, security bits may be deactivated or reactivated independent of the check out/in process. 48. 49. 50. 51. 52. F Patron selfchecking Stations 53. How does it check out materials? The Apex RFlD XpressCheckm software includes modules for checking out a stack of items simultaneously as well as one item at a time. As with all lntegrated Apex XpressCheckm systems, patrons are first authenticated through the presentation of their library cards or key tags. In multiple item mode, the library may choose to rely on patrons checking to see if total number and item titles listed on screen and shown on their receipts match the items that they are attempting to check out. The recommended methodologyl however, requires the patron to indicate the number of items he/she has placed on the reader by touching the appropriate button on screen. The system requires that there be a match between the number of items the patron has specified and the number of tags that the readers have detected. If the system detects more tags than the number of items the patron has specified, it will notify the patron and request a recount. If the system detects fewer tags than the number of items specified, the system will first request that the patron rotate and spread the items across the reading area. If the system still fails to detect all items, it will revert automatically to ‘one at a time mode” and the patron is then requested to check out each item separately. The one at a time process may be set up so that if the RFlD reader fails to detect an RFID tag, it then instructs the user to scan the item‘s bar code label. Up to six XpressCheckm stations may be monitored at one time by a staff person /- 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. at a remote location (similar to what is done in self service at many supermarkets). Apex XpressCheckTM requires SIP2, a software module that the library needs to purchase from its ILS vendor. What is the user interface: video, menu, etc.? The system communicates with the patron using a variety of mediums: text, graphics, animated graphics, and audio messages. Does your product function as a touch screen? Yes How many tags can be read at one time? How many types of media? While the anti-collision features of the tag and the system would allow over 20 items to be processed simultaneously, tests have indicated that people start making counting mistakes when they go above five and certainly ten. Therefore, we recommend that the system be configured to allow for no more than 10 in a stack and generally advise that it be limited to 5. Other than a total book limit imposed by the library itself, there is no limit to the number of stacks that a user may check out during a single transaction. In many cases, there is no problem in reading multiple CD and DVD tags, even when the disks are stacked. However, we recommend that patrons be instructed to process CDs and DVDs one at a time. Can the self-check stations function wirelessly? Yes Can the station read a barcode, magnetic stripe, RFlD tag and smart card? Yes. The station comes standard with the ability to read barcode and RFlD cards. There is an additional charge for the magnetic stripe and smart card readers ($150 each). Can the station stand alone with a base or be placed on a countertop? Both options are available. A stand alone system is created by using the base designed specifically to hold the countertop unit. Will the system be able to read both RFlD tags and barcodes? Yes Will the system identify held items that haven't yet been pulled from the shelf? Yes, and the system will not allow checkout of an item to a patron for whom the item is not being held. How does the patron know that a tag has not been read or that no tag is on one or more items? The recommended methodology, requires the patron to indicate the number of items he/she has placed on the reader by touching the appropriate button on screen. The system requires that there be a match between the number of items the patron has specified and the number of tags that the readers have detected. If the system detects more tags than the number of items the patron has specified, it will notify the patron and request a recount. If the system detects fewer tags than the number of items specified, the system will first request that the patron rotate and spread the items across the reading area. If the system still fails to detect all items, it will revert automatically to "one at a time mode" and the patron is then requested to check out each item separately. The one at a time process may be set up so that if the RFID 54. 55. 56. 57. 58. P 59. 60. 61. 62. 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 63. 64. reader fails to detect an RFlD tag, it then instructs the user to scan the item's bar code label. How does the station deactivate the theft or security bit on the materials? The system verifies that all items in the RFlD field have been checked out and then sends a signal to deactivate the security bits of the items in the field. If any item in the field has not been checked out, the patron is instructed to remove it and the system will not deactivate any items until that item has been removed. Has your company worked with a library to develop or be part of a multifunction service point that includes check-in/checkout capabilities, fine/fee/vend payment options (cash, credit, debit), PC reservation? If not, have you considered it or are you designing something similar? 1TG has developed per Sirsi's specifications a self service station that has the capability of doing all functions noted above and act as a print release station as well. 1TG is currently working with Comprise in development of a similar system for its SAM system. Exit Sensors 65. Are they outsourced? Security pedestals are manufactured by Tagsys. When library materials are checked out, either at staff or self check-out stations, the tags' security bits are disarmed. The security bit is, however, different from any other bits on the tag. This unique Tagsys tag feature uses a dedicated €AS (Electronic Article Surveillance) burst at 106 KHz. This €AS burst is issued only if the EAS bit is set to the on position (which it would be unless it has been turned off during a checkout). It does not require a wake-up signal and is therefore a 'Tag Talks First" (TTF) type of modulation. The functional effect of this is that the security gates only detect security bits in the "on" position; they do not attempt to read each tag to determine if the bit is on or off. This keeps the detection rate of the Tagsys system at consistently above 95% regardless of the number of items that are in the field. All other RFlD systems are based on "Reader Talks First" (RTF) type of modulation. The security gates are attempting to read every tag in the field in order to determine if the designated security bit is either "on" or "off" (3M, Bibliotheca, Libramation) or to read the entire item identification number (Checkpoint). In this scenario, one can easily see why performance will suffer as there are more tags in the field. This degradation may not be readily apparent when there are only one or two tags in the field, but when there are five or more, the drop is considerable (down to the 70% range or even below). What is the read range? The transmission radius is 18" to each side of each pedestal. Two pedestals, therefore, create an aisle measuring an ADA compliant width of 36". This means that there is detection not only between the gates but outside of them (to prevent the pass-around move). The system detects up to 65" above the floor. How many items can a security gate detect? ,- 66. How will they interact with the RFlD tag? 67. - 68. 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Because the system is only looking for an "on" security bit, there is no limit to the number of items that can pass through the gates at any one time. What is the maximum number of items the security gate can detect? Because the system is only looking for an "on" security bit, there is no limit to the number of items that can pass through the gates at any one time. Do your sensors comply with ADA regulations? Yes Is the sensor alarm both audible and visible? Yes Will the exit sensors transmit the information on the tags to the ALS so the library will know what has been taken? This is an available option (additional cost will apply). When the security gates detect an "on" security bit, they will also record the item ID number of that same tag. This information may be uploaded periodically in batch mode to a computer. Alternatively, a computer can be connected permanently to the security system so that staff can see in real time the item number of the tag that has alarmed the security gate. The "item ID" security gates are more expensive than the standard gates equipped with the ability to detect the "bursting security bit" only. Please note, however, when multiple items are within the reading field, the item identification performance may not match the performance of the security bit detection. The detection of the bursting security bit will remain at 95% or above regardless of the number of items but if multiple items are in the field, the system may not successfully read 95% of the item IDS. It will, however, read IDS at a level consistent with the performance of the security systems of the competitor systems described in the question above. Is there anything that the sensors should be shielded from because they will interfere with their effectiveness? No What is the minimum distance recommended for installation away from other systems or PCs to assure noninterference? Gates should be at least two feet away from metal door frames and eight feet away from computers. What information is relayed to the staff workstation in the case of an attempted theft? The ID numbers of those items that have set off the alarm can be relayed to a staff station. ITG is currently working on a SIP interface that will communicate with the library's database so that staff also see the item titles. 69. 70. 71. 72. 73. 74. 75. Bookdrop Readers 76. 77. Can the bookdrop reader turn the bit on, check in the item and identify holds? Yes Does your system have an outside bookdrop and if so, how does it work? What is required (power, network connectivity, etc.)? Does it have weather considerations? A freestanding bookdrop can be configured for RND. However, due to weather considerations, this is not recommended unless the coupler can be inside of the library. - 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Because the coupler can be as far a 8 feet away from the RFlD antenna reader, if the bookdrop is right outside of the library, this may be doable. The current configuration of bookdrops is not recommended. Can the bookdrop reader function wirelessly? It does require electrical power but it can communicate with the network wirelessly. 78. Portable Inventory Readers 79. 80. Can the scanner read tags on metal shelves? Yes What twe of scanner or wand will be used? I TR-HR1 Handheld Antenna (wand) Mechanical Size: 27% x 3% x 1% in (692 x 88 x 42 mm) Weight: 1% Ibs (57 kg) Electrical - Frequency: 13.56 MHz Certifications FCC: 47 CFR Sections 15.105(b), 15.21,15.203 The wand is to be used with LlOO Coupler below, which can be borrowed from the Flexcheck staff station. Tagsys Mediom LlOO Coupler Mec ha n ical Size (W x L x H): 12 x 10 x 3 inches (310 x 260 x 80mm) Weight: 11 Ibs (5 kg) Communication Interface: Serial - RS232 / RS485 / RS422, Parallel - bidirectional and enhanced Communication Speed: Serial - up to 38.4 Kbits, Parallel: up to 200 Kbits/s (test and debug) Input/Output: 4 1/0 ports (independently configurable) Mechanical Interface: Rubber feet (desktop), or mounting plate with screws (for under /c counter) 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Elect rlca I Frequency: 13.56 MHz Power Supply: 85 to 265 VAC / 50-60 Hz Power Consumption: Up to 50 W Application Software: 512 Kb Flash memory Chip Compatibility: TAGSYS (C210, C240 and C220 chips) as well as all IS0 15693 chips RF Outputs: 4 RF outputs Upgradeable Firmware: Yes Environmental Operating Temperature 0 to 55 O C (32 to 131 OF) Storage Temperature -20 to 70 O C (-4 to 158 OF) Certifications CE, FCC part 1%, EN300-330, ETS300-683 European Radio 81. rc 82. 83. 84. 85. 86. 87. 88. .- Can a handheld device (pocket PC or Palm) be used with the inventory wand or scanner? Yes, but it is not recommended. A laptop is much faster and has a larger memory. At what distance can the tags be scanned? Reader’s antenna will detect tags up to a distance of approximately 6”. What is the weight of each reader? How many items can be scanned and held in memory before having to upload information to server? The capacity of the inventory reader is limited by the memory of the device to which it is connected. For example, if connected to a laptop with 256MB of memory and a 10 GB hard drive, the capacity is more than enough to hold the collection of the largest libraries. If, however, a PDA device is used, there may be more limitations (approximately 50 thousand items without exporting data and clearing the data file). l-l/4 Ibs. Can an item be programmed into the reader in order to be located? Yes Can the entire collection be scanned with one reader? Yes Can we scan wirelessly to Sirsi? Yes. However, the reader’s speed is very fast and users will find that it is best to work in batch mode and upload to Sirsi later. What happens if we miss a book when we’re doing inventory and it’s out of order? Can the person go back and scan it? By uploading the collection in shelf order, the shelf reading module can be set up so that at the same time inventory is being taken, an alarm will sound if a misshelved item 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. is detected (within a range of about 10 items). When an out of order item is detected, the reader stops working until the user indicates that he/she has taken appropriate action. Can you scan out of order or go from shelf to shelf and pick up the other items later? Can the inventory program combine the files and then sort to produce a total inventory report? For the purpose of collecting inventory information, it makes no difference in what order the items are scanned. The reader will not read the same item twice. files may be appended to one another to create a total report. Does the inventory unit display the scanned items? inventory unit will always display item ID numbers. uploaded to the laptop to which the reader is connected, titles will also display? If there is an error, does that stop the inventory process? Yes. Please see response to question 88. Does your system provide its own inventory database? If not, will that information be imported to or exported from Sirsi? System does not have its own inventory database. Database information is imported from Sirsi and inventory data is uploaded into the Sirsi inventory module. What is the accuracy rate of the readers? The PowerReader is over 99.5% accurate on books at least l/8n thick scanning at a rate of over 20 items per second. 89. 90. If the collection database is 91. 92. 93. F Conveyors and Sorters 94. Describe the available conveyors and sorters. The sorter shown below is configured to work with a standard in wall book drop. Libraries that want to provide patrons the ability to see that their materials have been checked in and to receive a receipt should opt for the LibraryMate? LibraryMateN can be configured to read bar codes in addition to RFlD tags. instead of dropping items into a book return chute, patrons are instructed to place items one at a time on a flat conveyor belt. Should the system fail to detect a tag, the belt's direction is reversed and the item is returned to the patron. The LibraryMatem may be configured so that only authorized users are allowed to access the system. LibraryMatem offers different configuration options for external and internal installations. it costs significantly more than the Book Drop model and installation requirements are also greater. Conveyor and Sorter Description: In addition to checking in materials, the sorter reactivates their security bits and separates items into different bins according to criteria defined by the library (within the constraints of the library database structure). This allows items to be sorted by type, section, even holds, etc. Software and all computer hardware are provided, including a receipt printer that automatically prints a ticket when an "on-hold" item is returned to the holds bin. r ,P Integrated Provides Conveyor assembly components complete with belts, alr- compressor and accessory hardware Multiple-Tag RFlD Readers PC Computer, monitor, keyboard and mouse Thermal receipt printer 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Customer Provides Installation of in-wall section of bookdrop, faceplate and chute (and weather-hood, If used) Electrical and network connections SIP2.0 (from automation vendor) Computer workstation furniture, or suitable counter The system is designed to work in conjunction with a standard bookdrop chute (available for purchase separately). Components include an incline roller (non-powered), incline belt (powered), QuikSortTM Conveyor (with integrated air-compressor), RFlD readers, computer hardware, software and thermal receipt printer. Book bins and computer furniture are not included (to be provided by library). D1a-m 1 - Convevor Assemblv List of Components Convevor Assembly RFID/PC ComDonents Incline Roller (non powered) Incline belt (powered) QuikSortTM Conveyor with: Aero LI RFlD Antennae (Qty. 3) Tag LlOO RFlD Coupler- standard (Qty. 1) TagLlOO RFlD Coupler - continuous (Qty. 1) PC Commnents PC Workstation (qty. 2) with Microsoft@ Windows@ XP Professional, monitor, keyboard and mouse Thermal receipt printer (qty. 1) Pneumatic dual diverters (qty. 2) Integrated air-compressor (qty. 1) Light-triggered sensors (qty. 2) Proximity sensors (qty. 5) Light beacons (qty. 4) Provisions The equipment and services provided by Integrated, or are otherwise required to be provided by the library, are outlined below: I space for placing computer components and printer I Book bins (one per sort-bin) Software for automatic check-ln, sorting and tag-reactivation Signage Installation and trainlne I ,- Pre-installation 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Installation Requirements The in-wall book drop chute should be installed by the library prior to the installation of the RFID700. To meet ADA requirements, the front elevation (distance from the outside floor to the drop-chute opening) should not be greater than 48". And the rear elevation (distance from the inside floor to the bottom lip of the drop-chute) should be between 30" and 36" (recommended 34" - see drawing below). LDEyahl Diagram 2 - Drop-Chute Elevation Placement and Orientation 1. 2. 3. The three components of the conveyor assembly - the incline roller, powered incline belt and QuikSortTM conveyor - must be installed directly in- line with each other, allowing a zero degree angle- of-travel along the length of the assembly. But the actual angle of the conveyor assembly itself can vary from 0 degrees to 90 degrees of the dropchute itself (see diagram 3). The QuikSortTM conveyor requires a minimum distance of 3 feet from the wall (to allow placement and removal of book bins). The RFID700 system must be anchored to floor within a climate-controlled area, and must be in direct proximity to dropchute. The installation area must be large enough for the assembled unit plus 50% staging area (see dimension of system, below - overall length may vary according to actual number of sorting bins purchased). Diagram 3 - Placement and Orientation (0 to 90 degree angles shown) ,/- Other Installation Requirements 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 1. 2. 3. Power should be available to the installation area. The system requires a minimum of four (4) llOV power connections (2 outlets total), equaling 30 amps, and must be properly conditioned and fused. PC components require close proximity to the powered inclinebelt section of the conveyor assembly (no greater than 4 feet), and must have access to a standard 120-volt power outlet (also no greater than 4 feet), and be within cable reach of a network connection. Ideally, computer workstation furniture provided by the library can be placed directly next to the powered belt roller and the computer components placed upon it. Library must purchase SIP2.0 from its automation vendor (required for use of the automated check-in software). Tech n ica I Specifications Conveyor Assembly Components 1 Incline Roller (non- I I powered) I Mechanlcal Size (W x L): 21” x 3’ 6” (variable height) Weight: 30 Ibs. Mechanical Interface: Anchored to floor Electrlcal Non-applicable Envlronrnental Non-applicable F I Belt Roller (powered) I Mechanlcal Size (W x L): 23” x 4’ (variable height) Weight: 50 Ibs. Mechanical Interface: Anchored to floor Speed: 80 feet per minute Electrical Power Supply: 120 volts AC Output: 24 volts DC Environmental Operating Temperature: -4 to 140 degrees F Mechanical Size (W x L x H): 21" x 8 ft. x 3 ft. 3 13/16w (variable Weight: 400 Ibs Communication Interface: Serial DB9S connector Mechanical Interface: Anchored to floor Speed: 98 feet per minute Electrlcal Power Supply: 120 volts AC Output: 24 volts DC Power Consumption: 240mA (max.) Envlronrnental Operating Temperature: -4 to 140 degrees F PC Components height) 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. QuikSortTM Conveyor PC Workstation - Model: HP/Compaq or Dell Business Desktop (small - factor) (desktop standards are as follows - actual system may vary) Monitor: Standard 15 in. CRT monitor (models may vary) Processor: Intel8 Pentiurn@ 4 processor @ 2.66 GHz (or better) Chipset: Intel@ 8656 chipset (or better) Memory: 512MB base memory (2x256mb) Hard drive: 40GB Ultra ATA 100 (7200rpm) Floppy disk drive: 1.44MB Floppy Disk Drive Example shown: HP/Compaq dc5000 Optical drive: 48X Max CD-ROM drive Audio: Integrated Intel@ audio Network card: 10/100 Mbps Ethernet (wireless solution also available - pricing may vary) Graphics controller: Integrated I ntel@ Ext rerne graph ics2 (64MB equivalent) Keyboard/Mouse: Easy Access Keyboard (PS/2), Two-button Scroll Mouse (PS/2) Operating system: Microsoft@ Windows@ XP Professional (SPI) Dimensions: 4 x 13 544 x 15 inches (H x W x D) Weight: Approx. 21 Ibs. Power Supply: 150-Watt power supply - PFC (115v/230v line switch) Regulatory Approvals UL, CSA, FCC, CE Mark, TUV, TUV GS, VCCl, BCIQ, GTick The above system is Energy Star compliant as per EPA standards Receipt Printer rc- Type: Thermal line printer 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Weight: Approx. 3.96 Ibs Overall dimensions: 5 5/8 x 7 5/8 x 5 YE inches (W x D x H) Power: 24 VDC f 7% Power Consumption: Approx. 1.8A (mean) Print speed (max.): 150 mm (5.9 in.), 47 Ibs., 1/8" conversion Paper Dimensions: Roll paper: 79.5 f 0.5 (W) x diameter 83.0mm (3.13 f 0.02 x Paper thickness: 0.06 to 0.07mm (0.0024 to 0.0028") EMC standards: VCCl class A, FCC class A, CE marking, AS/NZS 3548 class B Safety standards: UL, CSA, TUV (EN60950) diameter 3.27") RFlD components I Tagsys MedioTM LlOO Reader I F Weight: 11 Ibs (5 kg) Communication Interface: Serial - RS232 / RS485 / RS422, Parallel - bidirectional and Communication Speed: Serial - up to 38.4 Kbits, Parallel: up to 200 Kbits/s (test and Input/Output: 4 I/O ports (independently configurable) Mechanical Interface: Rubber feet (desktop), or mounting plate with screws (for under enhanced debug) cou n te r) Elect rica I Frequency: 13.56 MHz Power Supply: 85 to 265 VAC / 50-60 Hz to 131 "F) Power Consumption: Up to 50 W Application Software: 512 Kb Flash to158 "F) Upgradeable Firmware: Yes Environmental Operating Temperature 0 to 55 "C (32 Storage Temperature -20 to 70 "C (-4 memory Certifications Chip Compatibility: TAGSYS (C210, C240 and C220 chips) as well as all IS0 15693 chips CE, FCC part 1%, EN300-330, ET'S300- 683 European Radio RF Outputs: 4 RF outputs 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Aero LI antenna Mechanical Size: (L x W x H): 11% x 10Y4 x 3/4 inches (288 x 263 x 17 mm) Weight: 4% Ibs (2 kg) Reading Distance: 7 inches (18 cm) Writing Distance: 5% inches (14 cm) Cable Type: RG 58,50R Cable length: 4 ft. 11 inches (1.5 meters) Communication Speed: Serial - Up to 38.4 Kbps, Parallel - Up to 200 Kbps Communication Interface: Serial - RS-232, RS-485 and RS-422, Parallel - Bi- directional and enhanced Mechanical Interface: Rubber pads (desktop) or metal mounting plate (for under counter installation) Electrical Frequency: 13.56 MHz Impedance: 50R f 5R and 0" f 5" Power Supply: 4 to 6 Volt Power Consumption: Up to 40 W RF Power Output: Up to 4 W Chip Compatibility: Tagsys (C210, C240, C220), Philips I-Codem, TI Tag-ltm RFlD chips as well as all IS015693 RFlD chips and future IS018000 RFlD chips Upgradeable Software: Yes Environmental Operating Temperature: 32 to 131 "F Storage Temperature: -4 to 158 OF (-20 (0 to 55 "C) to 70 "C) Certifications FCC part 15 (for typical configurations), CE, EN 300-330, ETS 300-683 (European Radio) Schematic Drawings Conveyor Assembly 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Diagram 4 - Conveyor Assembly (side view) Diagram 5 - Conveyor Assembly (overhead view) 1 2851 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 95. How is the sorting station different from a bookdrop reader? Two options are available for patrons to use when returning items into a drop. The library may choose to install an RFlD configured standard style in-wall book drop return manufactured by the Kingsley or Birchard companies. Alternatively, the library may opt for the LibraryMatem system manufactured by Crisplant/FKl Logistic. In either case, as items pass through the system, they are automatically checked into the library’s database. The security bits on the 320 tags will also be reactivated at this same time. The automated returns system may be configured to generate a receipt for the patron. As an item on reserve is returned, an audio alarm is sounded so that staff in the area may immediately pull it for special handling. A report showing all items on reserve that have been checked in may be generated or, if desired, a separate ticket may be generated for each returned item with a hold status, thereby alerting staff to special and immediate handling needs. Automated check-in requires SlP2. When using a standard book drop, no change in patron behavior is required; patrons may continue to return items as they always have in the past. Multiple items may be dropped simultaneously. The Book Drop style return is relatively inexpensive and installation requirements are minimal. In some cases, the library’s existing book drop can be retrofitted to accommodate the RFID reader. The same style drop may be used for external (exterior wall) and internal (interior wall) installations. It is not recommended to be configured to provide receipts for patrons since items that do not have an RFlD tag or whose RFID tag may have been damaged will not be detected. Libraries that want to provide patrons the ability to see that their materials have been checked in and to receive a receipt should opt for the LibraryMate? LibraryMateN can be configured to read bar codes in addition to RFlD tags. lnstead of dropping items into a book return chute, patrons are instructed to place items one at a time on a flat conveyor belt. Should the system fail to detect a tag, the belt’s direction is reversed and the item is returned to the patron. The LibraryMatem may be configured so that only authorized users are allowed to access the system. LibraryMateTM offers different configuration options for external and internal installations. It costs significantly more than the Book Drop model and installation requirements are also greater. In both the Book Drop and LibraryMateTM automated sorting systems, items are checked into the ILS, their security bits are reactivated and then items are separated into various bins according to librarydefined criteria. In the simplest three-bin system, for example, items would most likely be sorted by holds (this bin would have a receipt printer attached that produces a ticket with information about the patron waiting for that item), in-branch items to be re-shelved and exceptions. Automatic sorting requires SlP2. Some sorting capabilities may require the SIP2 sorting extension. To the extent that the library does not require re-shelving classifications beyond those programmed 285 1 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. SUBJECT Tag-Progra m m ing Training into the tag, the SIP extension is not necessary. There is virtually no limit to the number of sorting locations that can be created. AUDIENCE TIME TOPICS COVERED Tag-Programming Team, 30 Min. 1) General Use Circulation Staff, General Staff 2) Programming Procedures and Issue Avoidance 3) Questions and Answers So, in short, in a returns system that has no sorting attached, the RFlD reader is built into the returns chute. In a returns system that uses sorting, a standard bookdrop can be used and the RFlD reader is built into the conveyor. SUBJECT AUDIENCE Staff Station Training Circulation Staff 96. What is the maximum number of bins? The configuration as shown can handle up to 9 bins. However, there is virtually no limit to the number of bins that can be used with the proper motors and conveyors. TIME TOPICS COVERED 1 - 1.5 1) Generaluse Hour(s) 2) Software Use Procedures and Issue- Avoidance 3) Problem Determination and Resolution 4) Security (If Applicable) 5) Questions and Answers Training SUBJECT Staff Training 97. Describe your training program. AUDIENCE TIME Circulation Staff 45 Min. General Staff Training General Staff 30 Min. 1) General Use and Security Overview 2) Patron Assistance (How To Approach Patrons) 3) Questions and Answers Technical Training Technical 1-1.5 I Support Staff Hour(s) TOPICS COVERED 1) General Use 2) Regular Maintenance 3) Patron Assistance (Day-To-Day Questions, Frequent User Issues and Their Resolution) 4) Security (If Applicable) 5) Questions and Answers 1) General Use 2) System Configuration and Customization EAS SECURITY SYSTEM I SUBJECT I AUDIENCE I TIME I TOPICS COVERED 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Technical Training Tech nica I 30 Min. 1) General Use Support Staff 2) System Configuration SHELF READER I SUBJECT I AUDIENCE I TIME 1 TOPICSCOVERED Staff Training Circulation/Returns 1 Hour 1) General Use Staff 2) Data Collection 3) Searching for specific items 4) Questions and Answers Training Overview (cont.) Return Handling Circulation/Returns 30 Min. 1) General Use Staff 2) Processing Sorted Materials, "Holds" and Exceptions - 3) Questions and Answers I Technical Training I Technical Support I 2 I 1) Generaluse I *- I Staff I Hours I 2) RegularMaintenance Documentation 98. What type of documentation will be provided during training and implementation? Printed training guides are provided for all applications. Some applications have video training as well. Will you provide all product literature? Yes, 99. Warranties 100. What hardware and software warranties are included in your proposal? Hardware and software are carry complete warranties for a full year following installation. What is your guaranteed uptime? There is no standard guaranteed uptime. ITG is prepared to negotiate terms of a guaranteed uptime with the library. 101. Vendor Support/Maintenance 102. Describe in detail the support and maintenance that will be provided by your company as proposed by your solution, including: - /-- 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Software and hardware support access and hours, including holidays, evenings and weekends Software and hardware support is available during all regular operating hours of the library. Parts, labor, supplies for equipment All parts and labor are included in the support and maintenance agreement. Please note that all components of the Apex RFID system have been designed to facilitate remote support and parts replacement where necessary by library staff. This ensures that problems are resolved quickly and easily. On site servicing is dispatched at ITG’s discretion, following remote diagnostics. Help contact protocol to include all aspects of solution, and escalation procedures Most common problems can be resolved through the support center on ITG’s web site (integratedtek.com). Users are provided with password protected access. The support center is designed so that users can quickly determine if a solution is to be found. If not, customer may choose to email the support center or call the toll-free support number. As noted above, if the problem can not be solved remotely, a local technician will be dispatched. 0 How the Integrated Technology Group Automated Online Help Desk Works ______._._....... “_..... _._._.____-____-___-_. me support team decides whether to include the issue in a public Customer submits a support issue. Support team immediately reviews the submitted issue and assigns a qualified support representative. me representatiue responds to the issue by phone oremail. addressing the customerr issue. me customer updates hisiher issue with additional information aner reading representatives response. Submission: A customer submits an issue from the online Help Desk and selects a category for the issue. URL for the Integrated Help Desk: htto://www.intearatedtek.com/suDDoN helodesk/ Review: representatives assigned to that category are immediately notified by email that a new issue has been submitted. After researching the issue and the customer’s profile, a representative will respond to the customer by calling the telephone number submitted on the issue form, or by email. customer or the support representative, are shown internally and to the issue submitter only at this point. the representative, the issue status is manually changed to read resolved. At this point the issue may be made public if beneficial to the support knowledgebase. An ernail is sent to notify the customer that the issue has been resolved, together with a link to the issue. Work with the Customer: (Responses/Updates) Further updates to the issue, provided by the Resolved / Public Issue : Once the question has been resolved to the satisfaction of the customer and rc Benefits: 285 1 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Since all representatives are notified at once after the customer submits the issue, there is faster resolution to all support issues. Additionally, it doesn‘t matter where a support representative is, or whether he/she is on the phone with another customer. Just remember, when using our Help Desk, all of our support representatives are notified simultaneously! If during review, or during the course of working with the client, an issue is determined to be outside the realm of the support representative, or needs to be elevated to a higher-ranking representative, the representative may instantly re-assign the issue to his supervisor (who will be automatically notified by email.) This ensures that the most knowledgeable representative is working on the customer’s issue at all times. Anytime a representative logs in, he/she can see how many new issues he/she has in the summary area. The details of all issues are available, and the representative may respond from the site (with or without having received an email.) So, even if helshe is temporarily without email access, support can still be provided. This means support is available, wherever a support representative may be! Aside from the information gathered by Help Desk, and offered by the customer, the representative has access to his/her own and/or other representatives’ previously written solutions or drafts. The previous solutions can then be applied to this answer. (This saves time and adds consistency to solutions.) When a customer uses our Help Desk as the primary avenue for support, the customer is assured that a standard procedure for resolution and documentation is in place for his/her support issues e If you contract with any third parties, and the identification of those third parties ITG does not contract for third party service in the Carlsbad area. Company employed on site service is dispatched, where necessary from the Los Angeles area. There may, however, be occasion when a Tagsys technician may be deployed. Tagsys is ITG’s RFlD partner and should not be considered a third party for these purposes. Delivery, Installation and Startup 103. During implementation, how will we run security and check items in and out with both RFlD and tattle tape items? Question disregarded per answer #13 to vendor questions. Provide a typical implementation plan and timeline. 104. Overview ITG’s Apex RFlD solution is implemented in three (3) phases: 1. Tagginupre-Installation Phase 2. Installation Phase 3. Post-Installation Phase The Tagginupre-Installation Phase begins once an approved purchase order is submitted to ITG and the order is processed into our system. This phase continues throughout the period when the library collection is being tagged, but the actual date when tagging begins is determined by you, the customer (see later section on Tagging Timeframe). Tagging can begin in as little as three (3) weeks from order entry. The actual timeframe for this phase will be determined by the amount of time required to tag your entire collection (or any applicable deadlines). The Installation Phase may begin at any time prior to the actual finish date of your tagging operations, but no less than three weeks prior to the desired installation date. Some of the early activities included in the Installation Phase actually occur during the final weeks of your tag-programming operations. /-- /- N s 0 Y p The Post-Installation Phas -- and verify that all neededjnfo has been obtained. with ITG development team. proof creatlon software. 2) Review tag-programming configuration requirements 3) Receive artwork for overlays and submit to production for 1) ITG development team customizes tag-programming 2) Begin production of overlays. 3) Follow-up with customer, give progress report and address any outstanding Issues (If needed). b gins ce all RFlD quipm 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. nt is installed and the library staff is trained. In this phase, ITG performs ongoing post-implementation activities as required, so there is no direct end-date timeframe for this phase. Tagginupre-Installation Phase During the Tagginupre-Installation Phase, tagging requirements are determined and the tag-programming software is configured to your library specifications. Then, all tags and tag-programming equipment are shipped to the library to begin converting the library collection to RFID. The library staff is given instructions and/or training on how to program RFlD tags and add them to the various items in the collection. Subsequent tasks (building selfcheck systems, etc.) continue during the time that the library staff is tagging their collection. The length of time of the Tagginupre-Installation Phase varies according to the number of items in the collection to be tagged, the number of programmingstations used to program tags and the number of persons assigned to perform and assist with the tagging operation. Timetable 1 The following matrix providesa general outline of activities that occur during the Tagginupre-Installation Phase of your RFlD implementation. The timeline given outlines the preferable or "most likely" week of /I occurrence, but should be considered as approximation: .# 1) Signed purchase order received and is entered into 2) Check inventory for requested items, order any needed 3) Send Tag-programming Questionnaire to customer to system. components. Y determine item identification (mandatory) and sorting (optional) requirements. 4) Send copies of all materials/documents needed for I I 1) Review Tag-programming Questionnaire with customer plannlng and installation to customer. - I 4) Review training requirements with customer. I 1) Verify software readiness. 2) Verify overlay readiness. 3) Verify shipping info with customer and ship tag- programming stations, training materials, tags and overlays to customer. 4) Review training materials with customer anlv. 1) Review the Tag-programming Questionnaire and begin determining item identifier requirements and tag sorting preferences (if requested). 2) Create and finalize artwork for vinyl tag overlays. 1) Return completed Tag-programming Questionnaire to ITG 2) Submit artwork for label overlays (send Image file to ITG). (via fax or mail) and review with ITG support team. 1) Address any outstanding technical issues with ITG technical support (if needed). 1) Receive equipment 2) Review training materials and review with ITG 3) Train staff 4) Begin tagging collection s u7 x Ql # of Items in collection 1 50,000 I 100,000 I 150,000 I 200,000 00 Y Q) s g - Q, Y Q) 250,000 285 1 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. software configuration requirements and customer preferences (tag sorting, etc.). 2) Review any outstanding planninglinstallation questions with customer. 3) Request list of patron and item numbers (and test materials, if required) from customer. 1) Review the SIP2 Questionnaire and sample/test patron/item numbers with customer and verify that all needed info has been obtained. 2) Review SIP2 configuration requirements with ITG RFlD development team. 3) Submit order for VECO cabinet (include custom color sample, if purchased). 1) ITG development team begins customization of software. 2) Verify remote accessibility (Telnet) to customer's SIP2 3) Receive sample items from library collection (if 4) Follow-up with customer, give progress report, address 1) Software completed and ready for testing. 2) Begin testing of VECO application functionality and remote SIP2 connectivity. 3) Review test results with customer, address technical issues (if any) and work to resolve. 4) Follow-up with customer, give progress report and address any outstanding issues (if needed). 1) Target date for final resolution of any outstanding connectivity/functionality issues. 2) Follow-up with customer, give progress report and address any outstanding issues (if needed). vendor/server. requested). any outstanding issues (if needed). software configuration requirements and customer preferences. 2) Compile list of sample patron and item numbers for use during testing. 3) If custom color option for Self-check or EAS Security systems was ordered, customer needs to send a wood/laminate color sample(s) to ITG for color-matching. 1) Return completed SIP2 Questionnaire to ITG (via fax or e mail) and review with ITG support team. 2) Arrange to allow ITG access to your SIP2 server (needed for system testing). 3) Send list of sample patron and item numbers to ITG (for testing). 4) IF REQUESTED by ITG, gather sample items from active collection for testing and ship to ITG. 1) Address any outstanding technical issues with ITG technical support (if needed). 1) Address any outstanding technical issues with ITG technical support (if needed). 1) Address any outstanding technical issues with ITG technical 2) Schedule installation of EAS security system with library's support (if needed). preferred contractor/installer. Rate of Tagging Operation The general assumption is that your library should be able to program and tag items are the rate of 20,000 items per month, (approx. 5,000 items per week), per tag-programmingstation. This is only a rough estimate, and assumes one person per tag-programming station, dedicated to full 8 hour work day dedicated strictly to tag-programming. Of course, by assigning additional personnel to assist, the overall rate of tag- programming can be increased considerably. Conversely, by reducing the hours per day/week dedicated to tag-programming, the rate of completion will decrease. Given a deadline. when should vou begin ta-g Your collection? In order to estimate the time required as in order to complete tagging operations within a given deadline, use the table below to determine how many tag-programming stations will be needed. Note that the following table follows the assumptions of 5,000 items per week (20,000 items per month) per tag-programming station, as noted in the previous section: 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 20 Using 1 station I 10weeks I weeks 10 Using 2 Stations I 5weeks I weeks 30 weeks 40 weeks 50 weeks 15 weeks 20 weeks 25 weeks 17 weeks 10weeks 1 ::L 1 12.5 1 7.5 weeks 10 weeks weeks 6weeks 8weeks 10weeks Example: The Main Library has a collection of 150,000 items in their collection, and is given a deadline of 4 months (16 weeks) to have all items in the collection tagged. According to the table above, the library will need to use at least two (2) tag-programming stations (with at least one person per station) in order to meet the deadline. Given the table above, you should be able to determine when to begin your tagging operation. Keep in.mind that by dedicating additional staff to the tagging process you can increase the rate of items tagged in a given time period. Installation Phase During the Installation Phase of your RFlD implementation, all RFlD Staff Stations, Return Stations, Self- check Stations and Security Systems are installed and configured. The following matrix provides a general outline of activities that occur during the Installation Phase. The timeline given is outlines the weeks preceding the final installation date: _- Timetable 1) Discuss date/time of installation with customer and 2) Coordinate training schedule with customer. 3) Final eauiDment shlDDed to customer. make travel arrangements accordingly. 1) Verify receipt of equipment. 2) Address any outstanding questions regarding installation of EAS Security System with library's preferred installer (if needed). 1) Develop training schedule for staff training on all RFlD 2) Coordinate with ITG regarding date/time of installation 1) Have EAS Security Systems installed by preferred equipment. and training schedule. contractor/instalier. 1) Install and test remaining RFlD equipment (Self-check 2) Configure and test EAS Security System. 3) Conduct training In use and support of all RFlD systems systems, staff stations, etc.). installed. 1) Assist in staff trainlng (to address operations or procedural questions, etc.). Post-Installation Phase During the post-installation phase, your ITG Technical Support representative will work with you to address any outstanding questions or issues. Once your RFlD systems are fully implemented, we will be able to advise you on how best to customize your RFlD solution to better suit specific operational needs as they are - addressed by your staff. A sDecial note regarding the RFlD EAS Securitv Svstem: 285 1 Cole Court Atlanta, GA 3007 1 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. If your library will be purchasing ITG's RFlD security system, there is one important consideration to make relating to the Post-Installation Phase of your RFlD implementation. Assuming that your tag-programming phase has been ongoing for up to several months, and that you have followed ITG's recommendation that all items are tagged with the security bit "ON", many (if not all) library items that are still checked out at the time that your RFlD equipment is installed will be capable of triggering the security gates as the items are returned. Of course, if your library has a return chute or return desk outside where the security gates are installed, this is not an issue. However, if customers have to pass through the security gates in order to return items, we recommend following one of the two methods in order to prevent unnecessary triggering of the security system: Method 1 - Assuming that the library staff starts using the RFlD staff stations to check items out (which turns the security off) at the same time that the security gates are installed, we suggest leaving the security gates turned "OFF" for the first two to three weeks after RFlD check-outs begin. Items that were previously checked out (with the security still "ON") can then be returned without setting off the gates while, at the same time, outgoing items are turned "OFF". The usual rate of circulation should allow you to turn the gates on after two or three weeks and still keep the number of unnecessary alerts to a minimum. Method 2 - Once approximately 75% of your library collection is tagged, the library staff could begin using the RFlD Staff Stations for "Security OFF Only" mode (for check-outs) and "Security ON Only" mode (for check- ins) prior to full implementation. Of course, these additional steps of turning the security on or off on each transaction would slow down all transactions at the circulation desk. But this method would allow you to activate your EAS Security System at the same time as your staff begins using RFlD Staff Stations and Return Stations. - Prices 105. Is the Sirsi SIP2 capability included in the cost of the license? No. 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Apex RFID Implementation Timeline Scope This document outlines the various phases and their approximate timefiames for implementing Apex RFID solution(s) into a library or library system It is not intended as a “how-to” installation guide for these systems. Detailed installation instructions are available by contacting the ITG technical support department. This documentation covers only systems designed by Integrated Technology Group (ITG) using WID components developed by Tagsys, Inc. Contacting Us For all questions and comments, please contact ITG’s technical support department. We also welcome your feedback in order to help us improve this document. Telephone: (877) 207-3 127 (xl12) E-mail: support@,ITGtek.com Fax: (800) 466-1 165 Overview ITG’s Apex MID solution is implemented in three (3) phases: 1- 1. TaggingPre-Installation Phase 2. Installation Phase 3. Post-Installation Phase The TaggingPre-Installation Phase begins once an approved purchase order is submitted to ITG and the order is processed into ow system. This phase continues throughout the period when the library collection is being tagged, but the actual date when tagging begins is determined by you, the customer (see later section on Tagging Timefiame). Tagging can begin in as little as three (3) weeks from order entry. The actual timefiame for this phase will be determined by the amount of time required to tag your entire collection (or any applicable deadlines). The Installation Phase may begin at any time prior to the actual frnsh date of your tagging operations, but no less than three weeks prior to the desired installation date. Some of the early activities included in the Installation Phase actually occur during the final weeks of your tag-programming operations. The Post-Installation Phase begins once all RFID equipment is installed and the library staff is trained. In tbss phase, ITG performs ongoing post-implementation activities as required, so there is no direct end-date timefiame for hs phase. Tagging/Pre-Ins talla tion Phase During the Taggincre-Installation Phase, tagging requirements are determined and the tag-programming software is configured to your library specifications. Then, all tags and tag-programming equipment are shipped to the library to begin converting the library collection to WID. The library staff is given instructions and/or training on how to program RFID tags and add them to the various items in the collection. Subsequent tasks (building self- check systems, etc.) continue during the time that the library staff is tagging their collection. /I The length of time of the Tagginore-Installation Phase varies according to the number of items in the collection to be tagged, the number of programming stations used to program tags and the number of persons assigned to perform and assist with the tagging operation. Page 1 of 4 RFID Implementation Timeline Revision 1.0 43 February-2005 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.inteclratedtek.com A Division of Vernon Library Supplies, Inc. N % 5 rn $ g d $ 5 In g Timetable The following matrix provides a general outline of activities that occur during the Tagginflre-Installation Phase of your RFID implementation. The timeline given outlines the preferable or “most likely” week of occurrence, but - and installation to customer. verify that all needed info has been obtained. ITG development team. proof creation software. 1) Review Tag-programming Questionnaire with customer and 2) Review tag-programming configuration requirements with 3) Receive artwork for overlays and submit to production for 1) ITG development team customizes tag-programming 2) Begin production of overlays. 3) Follow-up with customer, give progress report and address 4) Review training requirements with customer. 1) Verify software readiness. 2) Verify overlay readiness. 3) Verify shipping info with customer and ship tag- any outstanding issues (if needed). programming stations, training materials, tags and overlays to customer. 4) Review training materials with customer 1) Send SIP2 Questionnaire to customer to determine software configuration requirements and customer preferences (tag sorting, etc.). 2) Review any outstanding planninghstallation questions with customer. 3) Request list of patron and item numbers (and test materials, 2) Check inventory for requested items, order any needed components. 3) Send Tag-programming Questionnaire to customer to determine item identification (mandatory) and sorting (optional) requirements. 4) Send copies of all materials/documents needed for planning \o 3 $ b 3 5 00 % $ m $ g numbers with customer and verify that all needed info has been obtained. development team. sample, if purchased). 2) Review SIP2 configuration requirements with ITG WID 3) Submit order for VECO cabinet (include custom color 1) ITG development team begins customization of software. 2) Verify remote accessibility (Tehet) to customer’s SIP2 3) Receive sample items from library collection (if requested). 4) Follow-up with customer, give progress report, address any 1) Software completed and ready for testing. 2) Begin testing of VJXO application functionality and remote 3) Review test results with customer, address technical issues 4) Follow-up with customer, give progress report and address 1) Target date for final resolution of any outstanding 2) Follow-up with customer, give progress report and address vendor/server. outstanding issues (if needed). SIP2 connectivity. (if any) and work to resolve. any outstanding issues (if needed). connectivity/functionality issues. any outstanding issues (if needed). I if required) from customer. I 1) Review the SIP2 Questionnaire and sampldtest patronlitem determining item identifier requirements and tag sorting preferences (if requested). 2) Create and finalize artwork for vinyl tag overlays. 1) Return completed Tag-programming Questionnaire to ITG (via 2) Submit artwork for label overlays (send image file to ITG). fax or e-mail) and review with ITG support team. 1) Address any outstanding technical issues with ITG technical support (if needed). 1) Receive equipment 2) Review training materials and review with ITG 3) Train staff 4) Begin tagging collection 1) Review the SIP2 Questionnaire and begin determining software configuration requirements and customer preferences. 2) Compile list of sample patron and item numbers for use during testing. 3) If custom color option for Self-check or EAS Security systems was ordered, customer needs to send a woodflaminate color sample(s) to ITG for color-matching. 1) Return completed SIP2 Questionnaire to ITG (via fax or e-mail) and review with ITG support team. system testing). 2) Arrange to allow ITG access to your SIP2 server (needed for 3) Send list of sample patron and item numbers to ITG (for testing). 4) IF REQUESTED by ITG, gather sample items from active 1) Address any outstanding technical issues with ITG technical collection for testing and ship to ITG. support (if needed). 1) Address any outstanding technical issues with ITG technical support (if needed). 1) Address any outstanding technical issues with ITG technical 2) Schedule installation of EAS security system with library’s support (if needed). preferred contractor/installer. Page 2 of 4 WID Implementation Timeline Revision 1 .O February-2005 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3 127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. # of Items in collection Using 1 station Using 2 Stations Using 3 Stations Rate of Tagging Operation The general assumption is that your library should be able to program and tag items are the rate of 20,000 items per month, (approx. 5,000 items per week), per tag-programming station. This is only a rough estimate, and assumes one person per tag-programming station, dedicated to full 8 hour work day dedicated strictly to tag-programming. Of course, by assigning additional personnel to assist, the overall rate of tag-programming can be increased considerably. Conversely, by reducing the hours per daylweek dedicated to tag-programming, the rate of completion will decrease. 50,000 100,000 150,000 200,000 250,000 10 weeks 20 weeks 30 weeks 40 weeks 50 weeks 5 weeks 10 weeks 15 weeks 20 weeks 25 weeks 3.5 weeks 7 weeks 10 weeks 13.5 weeks 17 weeks Given a deadline, when should you begin tagging your collection? In order to estimate the time required as in order to complete tagging operations within a given deadline, use the table below to determine how many tag-programming stations will be needed. Note that the following table follows the assumptions of 5,000 items per week (20,000 items per month) per tag-programming station, as noted in the previous section: 3 0 8 $ 'E tY 1) Verify receipt of equipment. 2) Address any outstanding questions regarding installation of EAS Security System with library's preferred installer (if needed). 1) Have EAS Security Systems installed by preferred contractor/installer. Example: The Main Library has a collection of 150,000 items in their collection, and is given a deadline of 4 months (1 6 weeks) to have all items in the collection tagged. According to the table above, the library will need to use at least two (2) tag-programming stations (with at least one person per station) in order to meet the deadline. 7 3 .3 8 L& 3 Given the table above, you should be able to determine when to begin your tagging operation. Keep in mind that by dedicating additional staff to the tagging process you can increase the rate of items tagged in a given time period. 1) Install and test remaining RFID equipment (Self-check 2) Configure and test EAS Security System. 3) Conduct training in use and support of all WID systems 1) Assist in staff training (to address operations or procedural systems, staff stations, etc.). questions, etc.). installed. Installa tion Phase During the Installation Phase of your RFID implementation, all WID Staff Stations, Return Stations, Self-check Stations and Security Systems are installed and configured. The following matrix provides a general outline of activities that occur during the Installation Phase. The timeline given is outlines the weeks preceding the final installation date: Timetable 1) Discuss datehime of installation with customer training schedule for staff training on all WID equipment. training schedule. 2) Coordinate with ITG regarding dateltime of installation and travel arrangements accordingly. 2) Coordinate training schedule with customer. 3) Final equipment shipped to customer. m WID Implementation Timeline Revision 1.0 February-2005 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Pos t-lnstalla tion Phase During the post-installation phase, your ITG Technical Support representative will work with you to address any outstanding questions or issues. Once your WID systems are fully implemented, we will be able to advise you on how best to customize your WID solution to better suit specific operational needs as they are addressed by your staff. A special note regarding the WID-400 EAS Securitv System: If your library will be purchasing ITG’s RFID-400 security system, there is one important consideration to make relating to the Post-Installation Phase of your RFID implementation. Assuming that your tag-programming phase has been ongoing for up to several months, and that you have followed ITG’s recommendation that all items are tagged with the security bit “ON”, many (if not all) library items that are still checked out at the time that your RFID equipment is installed will be capable of triggering the security gates as the items are returned. Of course, if your library has a return chute or return desk outside where the security gates are installed, this is not an issue. However, if customers have to pass through the security gates in order to return items, we recommend following one of the two methods in order to prevent unnecessary triggering of the security system: Method 1 - Assuming that the library staff starts using the RFID staff stations to check items out (which tums the security off) at the same time that the security gates are installed, we suggest leaving the security gates turned “OFF” for the fnst two to three weeks after RFID check-outs begin. Items that were previously checked out (with the security still “ON) can then be returned without setting off the gates while, at the same time, outgoing items are turned “OFF”. The usual rate of circulation should allow you to turn the gates on after two or three weeks and still keep the number of unnecessary alerts to a minimum. Method 2 - Once approximately 75% of your library collection is tagged, the library staff could begin using the RFID Staff Stations for “Security OFF Only” mode (for check-outs) and “Security ON Only” mode (for check-ins) prior to full implementation. Of course, these additional steps of turning the security on or off on each transaction would slow down all transactions at the circulation desk But this method would allow you to activate your EAS Security System at the same time as your staff begins using WID Staff Stations and Return Stations. “- Page 4 of 4 FWD Implementation Timeline Revision 1.0 9Q February-2005 f-- 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3 127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Sections V and VI The Integrated Technology Group (ITG ) is built upon Vernon Library Supplies’ decades of experience in bar coding, security and library circulation. The company has provided North American libraries with self-service check-out systems since 1997. The latest model, the Apex XpressCheckTM, is a third generation machine that builds upon the technology developed for the two earlier models and on years of experience examining patron/machine interactions. The system is renowned for its superior reliability and incomparable modularity. ITG began its migration to RFlD technology in February of 2002 with a thorough investigation of existing library RFlD offerings and RFlD tag and hardware manufacturers, focusing on products that would surpass all others in accuracy, speed, economy and ease of use. This exhaustive investigation culminated in July of 2002 with the signing of a partnership agreement with Tagsys, the world’s leading manufacturer of RFlD tags and readers designed specifically for libraries. ITG’s partnership decision was greatly influenced by the Tagsys total systems approach that ensures problem-free interfaces between RFlD tags and RFlD hardware. ITG has experience working with library systems with multiple branches. The Sequoyah Library System, ITG’s first customer, implemented Apex RFlD in one branch in 2002, installed it for protection of a special collection in another branch in 2004 and is about to “go live” in a brand new branch next month. ITG’s customers have collections larger than Carlsbad’s as well as smaller than Carlsbad’s. Apex RFlD has been chosen by three libraries using Sirsi: the Warren-Newport Public Library (IL), the Speedway Public Library (IN) and the Hattiesburg Public Library (MS). ,- The Warren-Newport Public Library in Gurnee, IL is strikingly similar to Carlsbad in terms of ILS, circulation, collection size, physical design, and hours of operation. Like the Dove library, Warren-Newport had three in-wall book return chutes in parallel as well as free standing book drops outside (the three chutes were replaced by one RFlD book returnlsorter). Like Carlsbad, it also utilized 3M TattleTape security prior to migrating to RFID. And like Carlsbad, Warren- Newport understood the potential value that automated returns and sorting could provide. For all of these reasons, the Warren-Newport experience can provide Carlsbad with valuable input as it moves forward in migrating to RFID. Warren-Newport’s tagging strategy was one that Carlsbad may also want to emulate. The easy, mistake-proof Apex RFlD tagging system made the library feel comfortable using the services of volunteers for converting its collection. Most of the volunteers were elementary age children fulfilling their summer - 37 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. community service requirements. The library leased tagging kits from ITG in addition to the OneCheck staff stations that it had purchased so that most of the collection could be completed during the summer. While some staff did get involved in the process, the library spent a total of just $1000 in additional labor expense to tag its entire collection. The RFlD system “went live” at the end of 2003 with the installation of two self service Apex RFlD XpressChecksTM , staff check-out stations at the circulation desk, a back-room check-in station and security gates. Warren-Newport has two sets of security gates, one a dual aisle system installed directly into the floor and the other a single aisle installed using an ITG supplied steel base plate. As a result of the extensive pre-install configuration work done by ITG in cooperation with the library’s staff, all components were ready to go to work as soon as they were installed and wired. In August 2004, ITG installed a 5-bin automated returns/sorting system at Warren-Newport. There had previously been three book return slots into which patrons were instructed to sort their returns: children’s, AV and everything else. These were replaced with one chute. The sorting diagram included in this RFP response packet shows the Warren-Newport configuration. One bin was designated for holds (there is an audio alert and a holds ticket prints automatically whenever an item is directed into this bin) and one for exceptions (items without tags, etc,). ITG programmed the system to direct items into the remaining three binds according to library defined criteria. c The impact of the retums/sorting system was instantaneous and dramatic. Within just a day or two, a workroom that had been filled to the brim with materials waiting to be reshelved was cleared out. The video included on the CD was filmed by a local television station and tells the story best. As you can see there, the library was so proud of the system that it decided to install a closed circuit camera next to the sorter so that patrons would be able to see what is happening after they drop their items into the returns slot. The library continues to use a free standing outdoor book return. Each morning, and sometimes during the day, a staff persons wheels the bin into the workroom and feeds materials into the sorter. This procedure has proven to be quite efficient and certainly cost effective. Warren-Newport will soon be taking another step in the direction of self service with a total reconfiguration of its circulation area that will include a total of four Apex XpressChecks. This reflects the total confidence that the library has with the Apex RFlD system and the ease with which both staff and patrons have adapted. r 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. ANNUAL MAINTENANCE AND SUPPORT FOR APEX RFID PRODUCTS (a) Surmort. Integrated Technology Group (ITG) will provide Customer maintenance and support services on an annual basis subject to payment of the annual Product Support Fee. The following maintenance services will be provided during the Period as described below. All Hardware Product components, with the exception of consumable parts (e.g., print heads, ribbons, etc.), which fail, shall be replaced fiee of charge unless such failure is caused by Customer, as determined in ITG's sole discretion. All replacement parts, be they new or parts of equal quality, will be provided on an exchange basis. In the event that Customer reports any material bugs or defects in the Software, ITG shall use commercially reasonable efforts to correct or replace the Software or provide the services necessary to remedy any programming error attributable to ITG and that significantly affects the functionality of the Software. ITG shall provide points of contact for Customer to report all Product problems, failures and defects. Customer shall designate specific employees who will be directly trained directly by ITG in all aspects of the products, including trouble -shooting. These, and only these employees, may contact ITG for matters related to this Agreement. For the purpose of product ITG is not obligated to respond to any other employees except those specifically designated. ITG support shall be available during all regular operating hours of the library. ITG shall respond within 24 hours to determine the nature of the error or defect in the product. ITG shall provide the maintenance and support services during the service period by telephone, facsimile, email, modern, on site visit or any other means which its deems appropriate, at its sole discretion, to adequately provide those services. ITG shall supply Customer without charge any and all updates, improvements, modifications and releases to the Licensed Programs that ITG makes available to its licensees generally without charge, provided that ITG reserves the right to charge separately for new options or new applications that, in the mscretion of ITG, constitute a new software product. Maintenance services to be provided by ITG under this Agreement do not include: Correction of errors arising fiom changes, alterations, additions or modification by persons other than the employees or agents of ITG or caused by the operation of the Product other than in accordance with the operating specifications; Correction of errors arising fiom the fault, neglect, misuse or omission of the Customer or its servants, agents, contractors, or invitees, or any other person whether or not that person is under the control or direction of the Customer; Rectification of errors or defects caused by the incorrect or unauthorized use, modification, revision, variation or translation of the software by the Customer or its servants, agents, contractors or invitees; Repair of damage arising fiom the failure or surge of electrical power, fusion, fire, air conditioning malfunction, damage caused in transportation or any 59. ANNUAL MAINTENANCE AND SUPPORT FOR ITG APEX WID PRODUCT'S Page 1 of3 ,- 2851 Cole Court Atlanta, GA 30071 Tel. 1 -877.207.3 127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. other environmental factor or cause other than a cause arising fi-om normal use of the Product. Correction of errors caused by the use of computer programs not licensed by ITG for use by the Customer. (b) Assignment of Warranties on Hardware Products. In addition to ITG’s obligations under the Maintenance Agreement, ITG hereby assigns to Customer all rights of ITG under any manufacturer’s warranties applicable to Hardware Products purchased under this Agreement to the extent such assignment is permitted under such warranties. Such assignment will be effective upon payment of the Total Purchase Price and all other charges invoiced for the shipment of the Products. Except as provided hereunder or pursuant to an executed Maintenance Agreement, ITG shall have no obligation to provide maintenance support or other services for Hardware Products purchased under this Agreement. (c) Limitation on Services. Notwithstanding the above, in the event that Customer or any third party enhances, modifies, alters or otherwise makes any change to the Products without the prior express written consent of ITG, ITG shall have no obligation whatsoever to provide maintenance or support of such Products at any time after such enhancement, moddication, alteration or change. Notwithstanding anydung herein to the contrary, ITG’s obligation to provide maintenance and support for the Licensed Programs shall extend only to the most recent version and the next most recent version of the Licensed Programs provided to Customer. - (d) Umrades. The information technology industry is very dynamic and marked by frequent product replacement and upgrades. With respect to hardware and hd party software, Customer retains the responsibility for the costs of purchase and installation of upgrades necessary to maintain the functionality of system. (e) Customer Obligations. During the term of this Agreement, Customer shall do the following: (i) Customer shall provide ITG with sufficient documentation, information, assistance, support and test time on Customer’s computer system, to duplicate any reported problems, certify that the problem is with the Products, and certify that the problem has been corrected. (ii) Customer shall perform problem definition activities, and any remedial or corrective actions, as described in the Licensed Programs customer manuals and other system documentation provided to Customer by ITG, prior to seeking assistance fiom ITG. (iii) Customer shall provide ITG’s Maintenance personnel with proper and safe access to the equipment and software at all requisite times for the purpose of providing the maintenance services. (iv) Customer will provide ITG with at least 30 days written notice of the Customer’s intention to move the equipment to a location other than the premises. Total Annual Support Fee for Products Listed Below Start Date: Termination Date: Products covered under this contract: cpo ANNUAL MAINTENANCE AND SUPPORT FOR ITG APEX RFID PRODUCTS Page 2 of 3 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Agreed upon on day of month, Signature below indicates agreement to all written terms: Vernon Library Supplies, Inc. d.b.a. Integrated Technology Group Customer: Print name Title Print name Title Signature Date Signature Date 2851 Cole Court Norcross, GA 30071 Street: City: State: Zip: Phone: Fax: E-mail: ,- ANNUAL MAINTENANCE AND SUPPORT FOR ITG APEX WID PRODUCTS Page 3 of 3 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Section Vlll - Additional Information The following documents are included in this section: Apex RFlD Vendor Profile What Makes Apex RFlD the Most Technologically Advanced and User Friendly System in the World Apex RFlD Answers to Frequently Asked Questions Apex XpressCheckTM Answers to Frequently Asked Questions Apex RFlD Components In addition to the documents listed above, please see the enclosed CD for Apex RFlD Planner’s Guides that specify in detail all components included in each application. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 wwwhtearatedt ek.com A Division of Vernon Library Supplies, Inc. Apex RFlD -Vendor Profile The Integrated Technology Group (ITG) is a wholly owned division of Vernon Library Supplies, Inc. ITG was established in October, 2004, to provide the necessary infrastructure for the quickly growing technology sector of the parent company. Vernon Library Supplies, Inc. was established in 1973 as a full service library supplies, equipment and furniture provider, manufacturing much of what it sells. The company has distinguished itself through its offerings of high quality products at guaranteed low prices and its focus on providing cutting edge technology to North American libraries. The company is headquartered in Atlanta, GA. It was founded by Anthony (Tony) Vernon, a pioneer in the library supplies business. Majority shares of the company, an “’S” corporation, are held by a woman, Judy Robkin. Her husband, Shai, is company president. ITG is built upon Vernon’s decades of experience in bar coding, security and library circulation. The company has proved North American libraries with self- service check-out systems since 1997. The latest model, the Apex XpressCheckTM, is a third generation machine that builds upon the technology developed for the two earlier models and on years of experience examining patrodmachine interactions. The system is renowned for its superior reliability and incomparable modularity. - - ITG began its migration to RFlD technology in February of 2002 with a thorough investigation of existing library RFlD offerings and RFlD tag and hardware manufacturers, focusing on products that would surpass all others in accuracy, speed, economy and ease of use. This exhaustive investigation culminated in July of 2002 with the signing of a partnership agreement with Tagsys, the world’s leading manufacturer of RFlD tags and readers designed specifically for libraries. ITG’s partnership decision was greatly influenced by the Tagsys total systems approach that ensures problem-free interfaces between RFlQ tags and RFlD hardware. ITG’s vast experience in the area of library technology made the development of Apex RFlD systems a natural extension of work previously done. Every aspect of Apex RFlD has been designed with the Pareto Principle in mind. That principle puts forth the theory that in almost every aspect of life, it is 20% of one’s resources that account for 80% of the result (conversely, 80% of one’s resources account for only 20% of the result). With Pareto in mind, ITG’s developers closely scrutinize different approaches to solving the various problems that libraries confront to ensure that maximum benefit is achieved from a minimum investment in resources. - 285 1 Cole Court Norcross, GA 3007 1 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. The Apex RFID project team is headed by two company veterans, Scott Hackstadt, ITG’s director of technology, and David Denton, director of software development. They have a combined total of close to 25 years working with libraries and over 14 years experience with self check-out systems. One size must definitely does not fit all. Apex RFlD and XpressCheckTM solutions are therefore designed with flexibility and modularity in mind. Recognizing the importance of an aesthetic fit within the library’s environment, Apex components may be ordered with custom millwork. Apex XpressCheckTM systems can be made to match the library’s decor and Apex RFlD security pedestals can be covered with customized wood finishes. Apex RFlD is second to none. In addition, Vernon’s RFlD Rewards Program puts 20 cents of every dollar you spend on products from its catalog towards the purchase of RFlD systems and support services from ITG (program effective 8/1/02). Apex RFlD must beseen to be fully appreciated. An ITG representative would be delighted to demonstrate the power of Apex RFlD in your library. Please call to arrange for an on-site visit. rc- 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www .intearatedtek.com A Division of Vernon Library Supplies, Inc. Apex RFlD What Makes Apex RFlD the Most Technologically Advanced and User Friendly System in the World While all of the information below is described in full in other documents describing Apex RFID, we thought it might be useful to point out just a few of the features that make it the most advanced and user friendly system in the world. 1) TAGS and TAGGING A) Tag all materials directly, including CDs and DVDs B) ISO-18000-3 compliant read/write tag C) Choice of self adhesive preprinted tags or plain tags used with custom D) Preprinted tag covers available with sequential bar coding E) To program tag, just place item on RFlD reader and scan bar code. Guaranteed fastest conversion process. F) Programming station checks automatically to see if all digits in the bar code have been scanned. G) Security bit is automatically turned on and sorting information, if applicable, is written to the tag. H) No connection to library’s database needed I) Availability of Programming Station Lease Kits J) Tagging stations double as staff circulation stations K) Availability of electronic tag programming/dispensing unit for purchase or preprinted protective covers lease. 2) STAFF CIRCULATION STATIONS A) Option of operation with or without SIP2 B) Security bit is automatically deactivated or reactivated as materials are C) Library may choose to keep ILS circulation screen in view at all times. D) Easy-to-use drop down menus to change from check in to check out E) May continue to be used even when library’s server is down F) Circulate one item at a time module or multiple items simultaneously in a G) Can automatically show sorting information embedded within tag H) Circulation staff may only rarely need to touch materials as they are being checked out. I) Mount RFlD reader out of sight under the circulation desk checked out or checked in. stack 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 3) PATRON EXPRESS SELF CHECK-OUT STATIONS A) Check multiple items in a stack simultaneously or one at a time B) Will handle bar coded as well as RFlD materials C) Available in counter-top or free-standing models D) Customized finishes to match library’s decor E) Intuitive usage featuring step by step instructions with graphics, text messages and audio messages, all of which are easily customizable by library staff F) Multiple language options G) Security bit is automatically deactivated as materials are checked out H) Receipt shows not only the items that the patron has checked out but also those that he/she attempted to check out but was blocked from doing so. I) Touch screen monitor, linear imager bar code scanner, and high-speed, non-jamming thermal receipt printer. J) Remote messaging to staff indicating blocked patrons and blocked items K) True patron self service system - NOT a staff assisted self service system 4) SECURITY A) Lowest false alarm rate of any system used in libraries today B) Virtually no dead detection zones (highest detection rate of any security C) No connection to a separate computer server D) May be mounted to the floor or installed on portable base plates E) Available in standard plastic or customized wood covers F) Unique “bursting” security bit that does not require tags to be interrogated G) Identify item numbers of those materials setting off security alarm H) Built-in patron counter system available to libraries) individually by the security pedestals 5) AUTOMATED BOOK RETURN A) Reads items instantaneously and updates database as they go through B) Automatically reactivates security bits C) Library users may continue to insert materials into book drops as they D) Audio alert and printing of hold ticket when items on reserve come through book chute have in the past the drop rc rc 2851 Cole Court Norcross, GA 3007 1 ’ @chmin&y Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. E) Printed reports showing all items checked in or llrwp items on reserve that have been checked in F) Option of providing receipts to customers 6) SORTING A) Both Automatic and “Manual Assist’’ options B) Library users may continue to insert materials into book drops as they C) Modular design allows library to start with just a few bins, adding more as D) Sorting based on information from library’s database or from the RFlD tag have in the past needed 7) SHELF READING A) Inventory part or all of the library’s collection by waving ergonomically B) May be used in either batch or real time wireless modes C) Will search for a single or a specified group of items and alert user when 0) Can alert user when item has been mis-shelved (within a range specified designed wand along the base of shelves found by the library) 8) GENERAL A) One tag that does it all B) Fast and friendly technical support C) Modular and flexible product designs to facilitate servicing and upgrades D) Use with any ILS E) Competitive pricing F) Unparalleled commitment to customer satisfaction 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Apex RFlD Answers to Frequently Asked Questions TAGS 1. What kind of tag does Apex RFlD use? The Tagsys Folio 320 is an IS01 8000-3 compliant read/write passive tag operating at 13.56 MHz. It has a 256 bit memory organized into four data blocks, each of which can be independently locked. In addition to the item identification (bar code) and security bit, the Folio 320 may hold additional information as defined by the user, such as item type (e.g. “reference”) or multi-part set information (e.9. “Part 1 of 4 part set”). . Bibliographic information should not be programmed into the tag; the item identification (bar code) number can be used to effectively access the item record in the database, which should be the single repository of bibliographic information. Like its Folio 20 predecessor, the Folio 320 utilizes a special bursting security bit that is detected by the BurstBusterTM security gates unless it has been turned off. Tags may be custom imprinted with the library’s name, logo, etc. The standard tag, designed for use on books, videos, audio books and bagged or boxed sets measures 1.7” x 1.96”. The CDlDVD “donut” tag is approximately 1.56” in diameter. The maximum thickness of any part of any of the tags is 18 mil (.018 inch). Tagsys tags have proven their durability over many years of use and have been tested with over 100,000 readlwrite cycles. Tags are guaranteed for the life of the items to which they are applied. 2. Can the Tagsys tag be used with other RFlD readers and can the readers used with Apex RFlD systems read other tags? Tagsys believes in standards and is pleased to be a member and major contributor to the IS0 (International Standards Organization) 18000-3 standard, the very first to address RFID. ISO-18000-3 defines a standard set of communication guidelines for 13.56MHz RFlD tags. (NOTE: Some companies have tried to promote an earlier standard, ISO- 15693, as an RFlD standard. While the ‘prior art” of /SO-I 5693 was incorporated into /SO- 1 8000-3, unlike /SO- 18000-3, it is not an RFlD standard. ISO-15693 was developed for contact-less access control cards, which, though similar in certain aspects to RFID, does not contain precise guidelines for several RFlD features). While ISO- 18000-3 establishes a standard for RFID, it is a general technology standard, not an application standard specifically designed for rc 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. libraries. In theory, this means that all tag and reader manufacturers that adhere to the standard will be capable of reading each other’s tags. In practice, however, it is important to remember that tags and readers are designed to work together within a matched component system and that full functionality is dependent on this appropriate match. As a manufacturer of both tags and readers, Tagsys is particularly well suited to ensure this match. 3. 4. 5. 6. 7. What is the read range of the tag? While the security gates are capable of reading information within the 36” aisle width, the other readers used with the system can read from a distance of no more than 6”. This range is large enough to provide valuable multiple tag reading functionality while limiting the possibility of reading extraneous tags. Are preprogrammed tags available with an imprinted bar code number available? Yes. However, Integrated strongly discourages the use of preprogrammed tags. They are significantly more expensive (approximately double the cost of standard tags) and will not provide time savings since the Apex tag programming application is so quick and easy to use. Following the initial conversion, the library may want to order custom printed overlays that include a bar code number. Where on books and other print materials should tags be affixed? It is generally recommended that tags be placed at the bottom of the inside of the back cover as close to the spine as possible. Actual height of the tag placement should be staggered in approximately four different positions according to a template provided by Integrated. Should a protective cover be placed over each RFlD tag that is placed in a book? Using protective covers is cost effective and provides additional protection for the RFlD tag while camouflaging its purpose. Integrated’s parent company, Vernon Library Supplies, Inc., is a custom label printer capable of printing symbols and logos, in addition to text, on these tag overlays. These overlays may also be printed with sequential bar code numbers eliminating the need to apply an additional bar code label to new items. Where on CDs and DVDs should tags be affixed? The CD/DVD “donut” tag may be directly affixed to disks that have no metallic content in their inner circles (where no data is stored). Standard tags should be affixed to cases for those CDs and DVDs that have metallic content. 8. 9. IO. 11. 12. 13. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.integratedtek.com A Division of Vernon Library Supplies, Inc. Can the “donut” tag be stamped, written upon, or covered with an identity label? Yes to all. Where on videocassettes should tags be affixed? The standard tag can be affixed directly to the face of the video, in most cases covering one of the windows. Where on audiocassettes should tags be affixed? RFlD tags are not designed to be placed directly on audiocassettes (not an attractive option from an economy standpoint). Standard RFID tags should be placed on audiocassette cases and audio book albums. Are there any materials to which an RFlD tag cannot be applied? RFlD tags should not be placed inside of metallic materials. Metallic book jacket covers should be avoided. In those cases, the library may choose to make a photocopy of the original cover. Where this is not possible (paperbacks), the RFlD tag may be placed on the outside of the cover. How are multi-part items tagged? The library may decide to use only one RFlD tag per item, regardless of how many parts that item may include. If it does so, it may tag the case or one of the parts. (We recommend that the last part of a set be tagged since that is the one most likely to be left in the patron’s player.) If individual item parts are uniquely identified in the library’s circulation database, they may be individually fagged and identified with their item identification numbers. If the library’s circulation database is not set up to uniquely identify the individual item parts, it still is possible to include information in the tag indicating, for example, “part 1 of a 4 part set.” Doing so secures each part independently and informs the library or patron if all parts of a multi-part set are present at the time of check- out and check-in. How are tags deactivated, removed or replaced when they are discarded from the collection? Cutting of a tag’s antenna circuitry will render it inoperable. Should the library desire to remove the tag from the item, it should use an adhesive or label remover such as “u n-d u .’I PROGRAMMING OF TAGS (CONVERSION) /-“ 14. What is the Apex RFlD approach to retrospective conversion (programming of tags)? The scanning of an item’s existing bar 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. code is all that is necessary to program the item ID number into the tag and activate the tag’s security bit. If desired, the RFlD tag may be placed on the item prior to programming (back inside cover at bottom near spine for books and under the face label, over a window or under the spine label of a video). It is best to program a CD and DVD tag before applying it to the disk. The library may choose to cover RFlD tags with custom printed protective overlays. If desired, sorting information (branch ownership and shelving area), item type information (e.9. “reference”) and multi-part set information may also be written to the tag. It is anticipated that the conversion process will be done on a section by section basis. Therefore, sorting and item type information need not be individually set for each individual item since that information will be the same for all items in any particular section. Note that this process does NOT require communication with the library’s ILS. It therefore can be done as quickly as the staff person is capable of placing an item on the reader, scanning the bar code and checking a field on the monitor to see if the conversion was successful. During the retrospective conversion process, the library may choose to place a computer workstation or laptop on a mobile cart that may be wheeled through the aisles. Programming can be done using the OneCheck Staff Station, the Flexcheck Staff Station or the FastFOLlO programmer/dispenser. 15. 16. 17. ,- Is the information in the tag encrypted? No. However, in a sense, because no bibliographic information is programmed into the tag, a form of encryption is automatically present. The item identification number is random and it is only through access to the library’s database that bibliographic information is known. Encryption is also non desirable from an intersystem interoperability perspective. How long does it take to program a tag? It only takes a second or two to program the tag. Most of the time needed for collection conversion consists of placing the tag and overlay on the item. A single individual working at a steady pace can easily convert over 20,000 items a month (without overtime!). Use of the FastFOLlO programmingldispenser system will speed the process up even further. Is there any verification process to ensure that tags are programmed correctly? The programming station is configured so as to ensure that all of the digits in the bar code are read from the bar code label and written to the tag. Experience has shown that this effectively eliminates programming error. If the library chooses, it may allow the operator to verify the information on screen before writing it to the tag. 18. 19. 20. 21. 22. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 w.intearatedtek.com A Division of Vernon Library Supplies, Inc. Are any leasing options available to facilitate the initial conversion process? To help expedite the conversion process, Integrated offers a tag programming leasing program. The FastFOLIO programmer/dispenser may be leased by itself or in a kit that also includes a laptop computer and bar code scanner. Alternatively, a less expensive programming kit is available that includes an RFlD pad along with a laptop computer, bar code reader, and software. Library may choose, however, to lease only those components needed. A three month minimum lease is required. Is there any reason that a tag should be placed on an item but not programmed at the very same time? No. The programming of the tag is so fast and easy that this option should not even be considered. Furthermore, not programming a tag at the same time as it is inserted into the item can easily lead to confusion. Once a tag has been programmed, can it be reprogrammed at a later tim-e? While an option does exist to allow the bar code on tags to be reprogrammable, we strongly recommend that the programming station be set so that once the bar code number has been programmed into the tag, the number is “locked” and may not be changed. Other information may, however, be changed easily at any time. Once the initial conversion is completed, how should the library process new materials? We recommend that the library continue to bar code its materials as usual or have bar code numbers printed on tag overlays. From that point forward, the tagging process described above should be followed. The library may choose to have books processed with an RFlD tag by an outside vendor (Baker and Taylor, Ingram, etc.). The library may decide to have the vendor program the tag as well, but, if the library chooses to put sorting or item type information into the tag, we recommend that the actual tag programming (as opposed to tag insertion) be done by the library itself. Once the library is using RFID, will it be able to dispense with putting bar code labels on items? For the foreseeable future, libraries will continue to need bar codes for the purposes of interlibrary loan. And since an eye-readable number is needed should the library lose electrical power, it makes sense to have a bar code backup as well. As noted above, following the initial conversion, libraries may choose to have the bar code imprinted on the tag overlay. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 23. Can the RFlD reader used for tag programming stations be used for any other purpose? The FastFOLlO programmer/dispenser is designed for tag programming only. The tag programming software module is included in both the OneCheckTM and FlexCheckTM staff stations. In addition to the tag programming software module, staff stations include software for check-out, check-in and manually assisted sorting (see section on sorting). STAFF OPERATED CIRCULATION STATIONS 24. What is the Apex RFlD approach to staff operated check-out and check-in? Two staff station options are available. The OneCheckTM Station includes the programming software described above, the Manual AssistTM sorting software and the DirectReaderTM check out/in software for the processing of a single item at a time. The FlexCheckTM Station includes all of the software included with the OneCheckTM Station plus the MultiReader” software for checking ouffin a stack of items all at the same time. The DirectReaderm module is a non-SIP based application that allows staff to keep the ILS circulation screen in view and operating at all times. Staff continue to see and manipulate data from the library’s circulation system as it has in the past; a small window in the computer screen will indicate when security bits have been turned off or on (turning color and sounding an audible alert). When operating in DirectReaderTM mode during the check in process, the window will also show the sorting information programmed into the tag so as to facilitate re-shelving. The FlexCheckTM Station allows users to move back and forth between DirectReaderTM and SIP-based MultiReaderTM modes with just the click of a mouse. The FlexCheckTM RFlD pad reader may be mounted under a counter top so that staff rarely need to handle materials being checked out at all; patrons simply place their items on the designated area on the counter and if no special handling is required, the staff person need only scan the patron card or key tag and hand the patron his receipt. Most find the processing of a stack of items simultaneously to be particularly advantageous during the check-in process. The user may choose to operate in “blind” mode, looking at the screen only when receiving an audible alert indicating when an item requiring special handling is detected. It is recommended that CDs and DVDs be checked out and in one at a time. In all cases, as items are r 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. c&aty2?ofl -hi checked out, the security bits in the RFlD tags are deactivated. As items are checked in, the security bits in the RFlD tags are reactivated. 25. Can a bar code scanner be used concurrently with an RFlD reader? A bar code scanner may operate along with an RFlD reader on the same PC. DirectReaderTM and MultiReaderTM software applications accept scanned bar code input in addition to RFlD input. Most libraries continue using bar coded patron cards and some libraries may choose not to place RFlD tags in all items. In most cases, the library needs to be able to process materials that come from other libraries that do not have RFlD tags, thereby necessitating a bar code scanner. 26. Will the system alert staff if one or more parts are missing from a kit or a set? The library may choose to utilize this option if it tags each item individually as described in the question above concerning multi-part tagging. If any one item of the set or kit is detected, the system will look for all items in the set and will not proceed with the transaction unless all are detected. 27. How are staff alerted to items on hold? As noted above, the DirectReaderTM operates within the library’s own ILS circulation software. Therefore, staff are alerted to holds through the ILS software (in short, no change from existing procedures). The MultiReader” software module is used in place of the library’s circulation program. When the ILS, communicating through SIP to the MultiReaderTM program, identifies a hold item, a message appears on screen, a audio alert is activated (saying “hold”) and a hold ticket is automatically printed. 28. What happens when the library’s server is down? Since staff stations can operate independently of the library’s server using the non-SIP based DirectReaderTM application, the RFlD reader can be used as one would a portable bar code reader when the library’s server is down using the ILS “server down’’ module. The RFlD reader will continue to turn off or on the RFlD security bit and if desired, send the item’s identification number to the computer. If the library’s ILS does not have a ‘kerver down” module or should the library prefer to process a stack of materials simultaneously, the MultiReaderm may be placed in a “server down” setting. That information may be uploaded to the server once it comes back up. PATRON EXPRESS SELF CHECK-OUT 24 2851 Cole Court Norcross, GA 30071 Tei. 1-877.207.3127 CSd... www.intearatedtek.com A Division of Vernon Library Supplies, Inc. % For additional information about self check-out, please see separate documents describing Integrated’s Apex XpressCheckm . 29. 30. 31. 32. What is the Apex RFlD approach to Self Check-out (Apex XpressCheck”)? The Apex RFlD XpressCheckTM software includes modules for checking out a stack of items simultaneously as well as one item at a time. In multiple item mode, the library may choose to rely on patrons checking to see if total number and item titles listed on screen and shown on their receipts match the items that they are attempting to check out. The recommended methodology, however, requires the patron to indicate the number of items he/she has placed on the reader by touching the appropriate button on screen. The system requires that there be a match between the number of items the patron has specified and the number of tags that the readers have detected. If there is no match, the system instructs the patron accordingly (see question that follows). As with all Integrated Apex XpressCheckTM systems, patrons are first authenticated through the presentation of their library cards or-key tags. Up to six XpressCheckTM stations may be monitored at one time by a staff person at a remote location (similar to what is done in self service at many supermarkets). Apex XpressCheckTM requires SIP2, a software module that the library needs to purchase from its ILS vendor. For additional information about self check-out, please see separate documents describing Integrated’s Apex XpressCheck” . In what situations would checking out items one at a time be recommended? This is well suited to those situations where a significant percentage of items available for check-out do not have RFlD tags. The one at a time process may be set up so that if the RFlD reader fails to detect an RFlD tag, it then instructs the user to scan the item’s bar code label. Is there any limit to the number of items that can be read in a single stack? While the anti-collision features of the tag and the system would allow over 20 items to be processed simultaneously, tests have indicated that people start making counting mistakes when they go above five and certainly ten. Therefore, we recommend that the system be configured to allow for no more than 10 in a stack and generally advise that it be limited to 5. If a stack of items is being processed simultaneously, what happens if an RFlD tag is absent from one or more items or if one or more tags is not detected? The Apex RFlD XpressCheckTM preferred method requires the patron to press a button indicating how 2851 Cole Court Norcross, GA 30071 Tel. 1 -877.207.3 127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 33. 34. 35. 36. many items are in the stack that he has placed in the read area. If the system detects more tags than the number of items the patron has specified, it will notify the patron and request a recount. If the system detects fewer tags than the number of items specified, the system will first request that the patron rotate and spread the items across the reading area. If the system still fails to detect all items, it will revert automatically to “one at a time mode” and the patron is then requested to check out each item separately. The one at a time process may be set up so that if the RFlD reader fails to detect an RFlD tag, it then instructs the user to scan the item’s bar code label. If a stack of items is being processed simultaneously, what happens if one or more items are not approved for checkout (non-circulating item or item held for a different patron)? The patron is instructed to remove any items not approved for checkout before the checkout process can be completed. Is there a limit to the number of stacks that the patron can check out, one right after the other? Other than a total book limit imposed-by the library itself, there is no limit to the number of stacks that a user may check out during a single transaction. Can CDs and DVDs also be placed in a stack? In many cases, there is no problem in reading multiple CD and DVD tags, even when the disks are stacked. However, we recommend that patrons be instructed to process CDs and DVDs one at a time. Will the system alert a patron if one or more parts are missing from a kit or a set? The library may choose to utilize this option if it tags each item individually as described in question above concerning multi-part tagging. If any one item of the set or kit is detected, the system will look for all items in the set and will not proceed with the transaction unless all are detected. If all items are not detected, the patron is instructed to alert staff. The challenge of multi-tag reading presented by the metallic content of many CDs and particularly DVDs makes the inclusion of this feature at self checkout inadvisable at this time. AUTOMATED CHECK-IN 37. What is the Apex RFlD approach to automated check-in? Two options are available. The library may choose to install an RFlD configured standard style in-wall book drop return manufactured by the Kingsley or Birchard companies. Alternatively, the library may r‘ 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, lnc. opt for the LibraryMateTM system manufactured by CrisplanVFKI Logistic. In either case, as items pass through the system, they are automatically checked into the library’s database. The security bits on the 320 tags will also be reactivated at this same time. automated returns system may be configured to generate a receipt for the patron. As an item on reserve is returned, an audio alarm is sounded so that staff in the area may immediately pull it for special handling. A report showing all items on reserve that have been checked in may be generated or, if desired, a separate ticket may be generated for each returned item with a hold status, thereby alerting staff to special and immediate handling needs. Automated check-in requires SIP2. The 38. What are the key advantages and disadvantages of the Book Drop style? No change in patron behavior is required; patrons may continue to return items as they always have in the past. Multiple items may be dropped simultaneously. The Book Drop style return is relatively inexpensive and installation requirements are minimal. In some cases, the library’s existing book drop can be retrofitted to accommodate the RFlD reader. The same style drop may be used for external (exterior wall) and internal (interior wall) installations. It is not recommended to be configured to provide receipts for patrons since items that do not have an RFlD tag or whose RFlD tag may have been damaged will not be detected. 39. What are the key advantages and disadvantages of the LibraryMateTM style? Libraries that want to provide patrons the ability to see that their materials have been checked in and to receive a receipt should opt for the LibraryMatem. LibraryMateTM can be configured to read bar codes in addition to RFlD tags. Instead of dropping items into a book return chute, patrons are instructed to place items one at a time on a flat conveyor belt. Should the system fail to detect a tag, the belt’s direction is reversed and the item is returned to the patron. The LibraryMateTM may be configured so that only authorized users are allowed to access the system. LibraryMateTM offers different configuration options for external and internal installations. It costs significantly more than the Book Drop model and installation requirements are also greater. 40. How do the returns and sorting systems communicate with the library’s database? As noted above, communication is done through SIP2 working over TCP/IP on a 10/100/1000 Base T Ethernet network. While not recommended, wireless network adapters may be used if necessary. Installation requires a valid IP address configured locally or through DHCP. If the computer is on _- 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. the same network segment as the SIP server, no gateway is necessary. 41. What happens should the library’s server go down? Should, for any reason, the returns system lose contact with the server, the system will automatically store the item numbers in a separate file that can be sent to the library’s database once the server is again operating . SORTING 42. What options does Apex RFlD provide for sorting return items so as to facilitate re-shelving? Integrated offers three types of sorting systems: the Manual Assistm system and two styles of automated conveyor belt system: the Book Drop system and the LibraryMateTM system. 43. How does the Apex RFlD Manual AssistTM system work? In the Manual AssistTM sorting option, items checked in at a standard RFlD configured book drop, as described above, would be taken to a staff station consisting of an RFlD reader connected to a computer. Upon placement of an item on the reader, the computer will indicate the library shelving location and, if desired, a standard book truck location upon which the item should be placed. This can be done using the SIP2 sorting extension or without SIP using the sorting information programmed into the tag (items on hold should have already been removed). As noted above, the Manual Assist TM sorting option may also be incorporated into the staff operated DirectReaderTM check-in software when automated check-in is not utilized. 44. How do automated conveyor belt sorting systems work? In both the Book Drop and LibraryMateTM automated systems, items are checked into the ILS, their security bits are reactivated and then items are separated into various bins according to library-defined criteria. In the simplest three-bin system, for example, items would most likely be sorted by holds (this bin would have a receipt printer attached that produces a ticket with information about the patron waiting for that item), in-branch items to be re-shelved and exceptions. Automatic sorting requires SIP2. Some sorting capabilities may require the SIP2 sorting extension. To the extent that the library does not require re-shelving classifications beyond those programmed into the tag, the SIP extension is not necessary. There is virtually no limit to the number of sorting locations that can be created. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.intearafedte k.com A Division of Vernon Library Supplies, Inc. 45. How does the automated Book Drop sorting system work? As described in the automated check-in section above, this system uses a standard in-wall book return (one handed face plate is recommended). Patrons are instructed to insert one item at a time into the chute. After an item goes down the chute, it is directed to a conveyor belt that moves it up and across RFlD readers that read the tag and reactivate the security bit. Items are then sorted according to library defined criteria as described above. In the automated sorting process, items without RFlD tags are delivered to the exception bin. 46. How does the automated LibraryMateTM sorting system work? The front end (patron interface) part of the system is the same as described in the automated check-in section above. The system may be configured to accept bar code input so that items without RFlD tags or items with damaged tags may also be returned through the system. 47. What if-non-RFID tagged items are returned to the library? The Book Drop system will not check in items without RFlD tags: In the automated sorting process, items without RFlD tags are delivered to the exception bin. The LibraryMateTM system will not accept an item that cannot be identified by either its RFlD tag or its bar code. SECURITY 48. What is the recommended Apex RFlD BurstBusterTM approach to security? When library materials are checked out, either at staff or self check-out stations, the tags' security bits are disarmed. The security bit is, however, different from any other bits on the tag. This unique Tagsys tag feature uses a dedicated EAS (Electronic Article Surveillance) burst at 106 KHz. This EAS burst is issued only if the EAS bit is set to the on position (which it would be unless it has been turned off during a checkout). It does not require a wake-up signal and is therefore a "Tag Talks First" (TTF) type of modulation. The functional effect of this is that the security gates only detect security bits in the "on" position; they do not attempt to read each tag to determine if the bit is on or off. This keeps the detection rate of the Tagsys system at consistently above 95% regardless of the number of items that are in the field. All other RFID systems are based on "Reader Talks First" (RTF) type of modulation. The security gates are attempting to read every tag in the field in order to determine if the designated security bit is either "on" or "off" (3M, Bibliotheca, 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Libramation) or to read the entire item identification number (Checkpoint). In this scenario, one can easily see why performance will suffer as there are more tags in the field. This degradation may not be readily apparent when there are only one or two tags in the field, but when there are five or more, the drop is considerable (down to the 70% range or even below). c 49. 50. 51. 52. 53. Is there an option available that will inform the library of items that have passed through the security gates without their security bits being disarmed? Yes. When the security gates detect an “on” security bit, they will also record the item ID number of that same tag. This information may be uploaded periodically in batch mode to a computer. Alternatively, a computer can be connected permanently to the security system so that staff can see in real time the item number of the tag that has alarmed the security gate. The “item ID” security gates are more expensive than the standard gates equipped with the ability to detect the “bursting security bit” only. Please note, however, when multiple items are within the reading field, the item identification performance may not match the performance of the security bit detection. The detection of the bursting security bit will remain at 95% or above regardless of the number of items but if multiple items are in the field, the system may not successfully read 95% of the item IDS. It will, however, read IDS at a level consistent with the performance of the security systems of the competitor systems described in the question above. What types of alerts are activated when an “on” security bit is detected? As noted above, when library materials are checked out, either at a self check-out station or by staff, the security bits in the RFlD tags are automatically deactivated (no additional steps are required). Should a non-deactivated item pass through the security gates, an alarm will sound and lights will flash. Can external devices be connected to the gates? Yes. CCTV may be connected to the security gates as well as other external alarm or recording devices that need to be activated by an electronic impulse. This allows the library to record the image of anyone exiting through the gates when the alarm sounds. Does the security system require a separate server? No separate server is required since the security system does not interface with the ILS and, as such, there is no need to connect to it. What is the security gates’ range of detection? The transmission radius is 18” to each side of each pedestal. Two pedestals, 2851 Cole Court Norcross, GA 30071 Tel. 1 -87 7.207.3 1 27 www.intearatedtek.com A Division of Vernon Library Sumlies. Inc. 54. 55. 56. 57. 58. therefore, create an aisle measuring an ADA compliant width’of 36”. This means that there is detection not only between the gates but outside of them (to prevent the pass-around move). The system detects up to 65” above the floor. Because the system is only looking for an “on” security bit, there is no limit to the number of items that can pass through the gates at any one time. Do the security gates need to be located away from metal door frames or computers? Gates should be at least two feet away from metal door frames and eight feet away from computers. What is the false alarm rate of the system? Under 1%. No standard electronic devices are known to consistently set off the alarm. Are security pedestals wired directly into electrical outlets? Yes. All pedestals operating at the same exit doors should be operating on the same electrical circuit. What design options are available for security gates? Standard gates feature heavy duty plastic covers. The library may choose to have the standard plastic covers replaced with customized wood covers designed to match the library’s decor. Library has the option of mounting gates into the floor or into portable base plates. The latter option may also eliminate the need to drill into flooring for the purpose of placing conduit. Does Integrated install the security gates or is this done by separate contractor hired by the library? While installation is simple, we prefer that drilling into library floors and hardwiring into the library’s electrical system be done by a contractor of the library’s choosing. If possible, an Integrated technician will be on site to supervise installation and in all cases, an Integrated technician will come in to fine-tune the gates. SHELF READING 59. What is the Apex RFlD approach to inventory maintenance? The lightweight, ergonomically designed PowerReaderTM reads items as the wand’s antenna is waved along the base of shelves. For optimal performance, the wand should be connected to a laptop computer (a PDA may be used but it is not recommended) that interfaces with the library’s database in either a batch or real time wireless mode. The wand’s antenna is designed to allow the user to easily access upper, ,- I 2851 Cole Court Norcross, GA 30071 Tel. 1 -877.207.3 I27 www.intearaiedtek.com A Division of Vernon Library Supplies, Inc. 60. 61. 62. middle and lower shelves. The library’s database may be imported to the laptop in shelf list order so as to detect items that have been shelved outside of a predetermined range. Specific items may be uploaded into the laptop from the database so that, when operating in tag search mode, an alarm will sound when a designated item is detected. When not being used for inventory or item searching, the inventory reader becomes an invaluable everyday tool used to scan reference books before they are returned to the shelves, thereby collecting usage information. In what format are files imported or exported from or to the library’s ILS database? Standard comma delineated format. Custom formats are available for a one-time programming charge. What is the capacity of the inventory reader? The capacity of the inventory reader is limited by the memory of the device to which it is connected. For example, if connected to a laptop with 256MB of memory and a 10 GB hard drive, the capacity is more than enough to hold the collection of the largest libraries. If, however, a PDA device is used,there may be more limitations (approximately 50 thousand items without exporting data and clearing the data file). Will the PowerReaderTM wand tell me if items are in EXACT shelf order? No. It can, as explained above, alarm the user when an item is outside of a designated range (approximately 20 books away from where it should be). In practice, this is sufficient so that an individual looking for a book will indeed find it. If the library seeks a practical, easy and fast everyday approach to ensuring that books are in exact shelf order, we recommend the ColorMarq color-coded spine labeling system, featured in the Vernon Library Supplies catalog. This system also makes the re-shelving process easier and faster. It makes good sense for a library to implement the ColorMarq system at the same time as it does its RFlD conversion since all items in the library must be handled in any case. GENERAL 63. Will Apex RFlD hardware interfere with other electronic devices in the library? RFlD hardware will not create any interference with current security systems, PCs, phones or other electronic devices. 64. Are there any health risks associated with RFID? No. The system is not harmful to persons, including those with hearing aids or pacemakers. /- technology group 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. 65. Is the system in any way harmful to library materials, including audio-visual materials? No. 66. Are there any issues of patron privacy affected by the implementation of an RFlD system? No. As noted in the section describing tags, we recommend that the tag contain only the following information: (1 ) the item identification (bar code) number, (2) the security theft bit, (3) variable memory that we recommend be used for storing branch ownership information and shelving location (optional), (4) item type, such as non-circulating reference material (optional), and (5) multi-part set information, such as part 1 of a 4 part set (optional). We discourage the inclusion of author, title or call number information. While the security gates are capable of reading information within the 36” aisle width, the other readers used with the system can read from a distance of no more than 6”. This applies not only to tags affixed to books but also tags placed on or embedded within patron cards. 67. Can Apex RFlD hardware work with any type of library card? Staff stations are not affected by the RFlD application so that the library can use whatever cards it chooses. The patron self check-out can also be configured to work not only with bar coded patron cards and key tags but also with magnetic stripe cards, smart cards and RFlD cards. 68. How are Apex RFlD components affected when the library’s server goes down? Staff stations and security gates are not server dependent and therefore are not affected. Staff may continue to turn RFlD security bits on and off and the gates will continue to operate as usual. The RFlD reader may be used to upload circulated items into a stand-alone database for further uploading to the server once in operation. 69. Are Apex RFlD components FCC Part 15 certified? Yes. 70. Does Apex RFlD have any effect on magnetic media? RFlD hardware will not affect magnetic media, including library cards, credit cards, video cassettes, etc. 71. What are the Apex RFlD power requirements? All RFlD equipment operates on standard 1 10-120 V or from a computer’s 5V keyboard port. All security gates that are securing the same entrance should operate from the same circuit. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.inteuratedtek.com A Division of Vernon Library Supplies, Inc. 72. 73. 74. 75. What are the Apex RFlD PC requirements? PCs must be capable of running Windows98 or higher. PCs should have a minimum of 50MB free hard drive space and 64MB RAM. What bandwidth do Apex RFlD applications use? Apex RFlD systems use minimal bandwidth, a maximum of 3 kilobits (Kbps) per second for any single transaction. Does Apex RFlD require a separate sewer(s)? No, and as noted above, the security system works independently of the library’s circulation database. Describe training and product documentation available? Printed as well as on-line documentation is provided for each application. On-site staff training is provided at the time of installation of staff station, self check stations, security gates, returns and sorting systems. In addition to printed instructions, a tag programming instructional video is provided. ,- 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Apex XpressCheckTM Answers to Frequently Asked Questions 1. Will Apex XpressCheck work in a wireless environment? Yes. Where no physical Ethernet connection is available, Integrated can easily integrate wireless connectivity to your LAN. Integrated will work closely with your network administrator to install and configure a wireless network adapter fully compatible with your current wireless LAN standard. Pricing is based on individual library’s requirements. 2. How does Apex XpressCheck communicate with the library’s database? Communication is done through SIP2 working over TCP/IP on a 10/1 OO/lOOO Base T Ethernet network. Installation requires a valid IP address configured locally or through DHCP. If the computer is on the same network segment as the SIP server, no gateway is necessary. I 3. Does Apex XpressCheck check patron information so as to conform to library blocks and restrictions? Yes. All limitations that are placed by the library in its circulation database apply at Apex XpressCheck as well. 4. Will Apex XpressCheck automatically time out in order prevent one patron from checking out items against another patron’s account? Yes. All screens have a time out, the length of which can be easily adjusted by library staff. 5. Can Apex XpressCheck be configured to allow patrons to enter their card number if they do not have their card? Yes. 6. Can Apex XpressCheck be configured so as to require patrons to enter a PIN in addition to their library card? Yes. After the patron’s card has been scanned, the touch screen displays the PIN instruction and keypad is displayed. The patron then touches the number on screen and touches the continue button when complete. Clear and backspace buttons are also present for the correction of errors. However, we do not recommend this requirement since it may limit usage of the system, particularly usage by child ren . 7. What patron information is displayed? The library may choose to have as much or as little information displayed for the patron as is available through SIP. This may include name, number of items checked out, fines owed, items on hold, etc. - 2851 Cole Court Atlanta, GA 30071 Tei. 1-877.207.31 27 ww.intearatedtek.com A Division of Vernon Library Supplies, Inc. 8. Does Apex XpressCheck provide the ability to monitor self-checkout from a staff station? Yes. The system can be set up so that a pop-up box appears on the staff workstation whenever the patron encounters a block. In addition, since Apex XpressCheck operates on Windows XP Professional, remote assistance can be used to monitor the self check-out from a staff station if that staff station has XP Professional. Additionally, third party programs, such as VNC (freeware), PC Anywhere and NetOp can be used for this purpose. The staff member could keep the remote monitoring software active, but minimized when not in use. If required, the staff member could then restore the program and see what is going on at Apex XpressCheck kiosk. 9. Does Apex XpressCheck support self-service fines payment? This option is available for an additional cost which will vary based on the payment options the library wishes to include. IO. ,- Does Apex XpressCheck also allow for self-service returns? Yes, if specifically requested by the library. This feature is not difficult to implement from a technical standpoint. However, from a practical standpoint, it is likely to create more confusion than generate benefit. First, there needs to be a bin or a slot into which the patron inserts the items after he/she has checked them in. There will always be doubt as to whether these items were checked in correctly so the library inevitably will choose to check them in again. Second, if an electromagnetic security system being used, there is a high likelihood that the security strip will not be properly reactivated. Third, this is not a good use of the resource since most patrons are generally happy to simply drop their items into a slot. For those libraries using RFID, an automated returns system that allows patrons to simply drop items into a standard slot as they always have is a much better way to go. 11. What information is included on Apex XpressCheck receipts? Receipts, shown both printed and on screen, can show as much information about the patron as the library chooses. In addition to specifying the materials that the patron has checked out along with their due dates, the receipt also shows the items that patron attempted but was unsuccessful in checking out. These would include non-circulating materials (reference books) as well as materials that are on reserve for another patron. When the RFID Apex XpressCheck security gates alarm, staff needs only to examine the patron’s receipt to see what item set off the alarm. The same scenario holds for reference books in an EM environment that have non- deactivatable tags. In traditional RF environments, no detuning receipt is issued for an item that has not been successfully checked out. In addition to information about the patron and materials, the printed receipt may also show standard information of the library’s choosing. These messages are 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. easily changed so that the library may want to show future special events, closings, or even sell advertising. 12. What kinds of statistical reports does Apex XpressCheck provide and how does the library access them? Please see separate document on Apex XpressCheck reports. 13. rc How is Apex XpressCheck service and maintenance performed? Please see separate service and maintenance contract. Apex XpressCheck features an open architectural “plug and play” design; the monitor, bar code scanner, receipt printer and desensitizer (needed in electromagnetic units only) are all mounted to the unit, not enclosed within a kiosk. Apex XpressCheck RFlD readers are mounted inside shelves but are easily accessible from the rear of the unit. In free standing units, the CPU, keyboard and mouse are located in the base on pull out drawers. This design has major servicing advantages. Since all components are easily accessible, they can be easily replaced if necessary. And as newer technology components become available, they can be easily introduced into your existing system. Apex XpressCheck service is tailored to its design. Most problems can be diagnosed remotely and in the case of software, corrected by a programmer from our home office. If, in the course of a telephone conversation with a Apex XpressCheck technician, a hardware component is determined to be malfunctioning, a replacement component is sent for arrival the following day. In those rare cases where the nature of a problem cannot be diagnosed remotely, a local service technician is brought in. Integrated’s many years of experience in self check-out has allowed it to develop relationships with technicians around the country. However, that same experience lead us to design a machine that does not require their services. 14. How does Apex XpressCheck work with an electromagnetic security system? Please see separate document entitled “How does Apex XpressCheck work with a 3M or other electromagnetic security system.” 15. How does Apex XpressCheck work with a traditional radio frequency (RF) security system? Please see separate document entitled “How does Apex XpressCheck work with a Checkpoint or other radio frequency (RF) security system .” 16. Is item bar code location critical to the proper functioning of Apex XpressCheck? While consistent bar code location makes for an easier user experience, it is not essential. In an electromagnetic security environment, consistent and proper bar code location is required for One- Step process. See separate document “How does Apex XpressCheck work with an electromagnetic security system?” for more detailed information. 2851 Cole Court Atlanta, GA 30071 Tel. 1-877.207.31 27 www.intecrratedtek.com A Division of Vernon Library Supplies, Inc. 17. Can patrons do renewals at Apex XpressCheck? Yes. 18. Is there an off-line option when the library’s server goes down? Yes. However, we do not recommend this functionality since there is no way to validate the patron or the item. 19. What languages are included andlor supported? Apex XpressCheck supports up to four languages. In addition to English, Spanish is included if the library desires. Library staff will be trained to install whatever other languages are desired, including those with non-Roman characters. 20. Are all components housed on or within the XpressCheck unit? Apex XpressCheck features an open architectural design; the monitor, bar code scanner, receipt printer and desensitizer (needed in electromagnetic units only) are all mounted to the unit, not enclosed within a kiosk. Apex XpressCheck RFlD readers are mounted inside shelves but are easily accessible from the rear of the unit. In free-standing units, the CPU, keyboard and mouse are located in the key-locked base on pull out drawers. Counter top units are designed to be placed on counters so that the CPU, keyboard and mouse are located below in a well ventilated spot that is not accessible to the public (for example, under the circulation desk). 21. Is Apex XpressCheck secure from tampering? The CPU, keyboard and mouse are locked within the base of free-standing models. Counter top models should be located so that the CPU, keyboard and base or located beneath circulation desks or in a place otherwise inaccessible to the general public. Each step in the self-service has a time-out feature that may be adjusted by the library. This prevents items from being checked out by a patron following usage by a previous patron. 22. Will Apex XpressCheck interfere with or be interfered by other computers or electronic devices in the library? No. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.31 27 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Apex RFlD Components Each installation requires an individualized quotation based on the quantity and configuration of the equipment desired. Quantity discounts may be available on some products. Library is free to purchase only those products that it requires, picking and choosing from those listed below and on the following pages. Installation and staff training will vary based upon the total size of the project. TAGS AND OVERLAYS #RFID320ST Standard Tags for use on Books, Videos, Audiobooks, etc. #RFID320CD CDlDVD “Donut” Tags #RFID225 Custom Printed Standard Tag Vinyl Overlay One color, minimum order 10,000 #RFID225BC Custom Printed Standard Tag Vinyl Overlay With Sequentially Printed Bar Code Number One color, minimum order 10,000 Custom Printed CDlDVD Tag Vinyl Overlay Applicator is designed to facilitate the application of the CD/DVD tags directly onto the disks. /1 #RFID226 #RFIDCDAP CDlDVD Tag Applicator #RFIDI 1 I This motorized system programs and automatically dispenses standard tags, obviating the need to manually pull them off of the paper release liner. The hardware provided for this station consists of the FastFOLlO programming/dispensing unit. The RFlD unit is connected into a 9-pin serial port of a library supplied Windows98 or higher computer or laptop (need not be dedicated). The dispenser is powered by standard electrical power. RFlD unit is powered by the computer together with a bar code scanner. Programming can be done in library stacks; no connection to the library’s database is required. The system is also available for lease by itself on in a complete kit. Each kit contains a laptop computer, linear imager bar code scanner, FastFOLlO unit and tagging software. Minimum lease period is three months. ITG Provides Customer Provides FastFOLlO Programmer/ Dispenser Bar code scanner Tag ProgramminglDispensing System Window98 or higher computer/laptop 7 Tagging Software .- 2851 Cole Court Norcross, GA 3007 1 Tel. 1-877.207.3 127 www.inteuraiedtek.com A Division of Vernon Library Supplies, lnc. STAFF STATIONS #RFIDI 00 OneCheckTM Staff Station This station is designed primarily for the programming of RFlD tags. It can also be used with a single item at a time to charge/discharge items and deactivateheactivate security bits using the DirectReaderTM software module and to facilitate the reshelving of returned materials using the Manual AssistTM sorting software module. The hardware provided for this station consists of the L-PSI RFlD pad with built-in antenna and coupler designed to read and/or write one tag at a time. The reading detection area is narrower and the reading time slightly slower than that of the FlexCheckTM Staff Station described below. The OneCheckTM RFlD pad is connected into a 9-pin serial port of a library supplied Windows98 or higher computer or laptop (need not be dedicated). Like a bar code scanner, the RFlD pad is powered by the computer. This means that RFlD conversion can be done in the stacks without connection to an external power supply. Library must also supply a bar code scanner (also available separately from ITG) for tag programming. Software licenses may be transferred between computers. For example, the tagging software module may be initially used on a laptop when first converting the collection, then transferred to a standard workstation for the programming of tags for new materials as they arrive in the library. ITG Provides Customer Provides L-PSI Single Tag RFlD Pad Reader Bar code scanner Tagging Software DirectReaderTM Software Manual AssistTM Software F Window98 or higher computer/laptop #RFIDLEA Tag Programming Lease Kit In order to expedite the tagging process, ITG will make available up to three lease kits. Each kit contains a laptop computer, linear imager bar code scanner, L-PSI single tag RFlD reader and tagging software. Minimum lease period is three months. ,- 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. STAFF STATIONS #RFID210 Flexcheck" Staff Station This station is designed primarily to be used by staff for the checking out/in of multiple items in a stack using the SIP based MultiReaderTM software module. It can also be used to process one item at a time using the non-SIP based DirectReaderTM software, to facilitate sorting using the Manual AssistTM software and to program tags using the tag programming software. The hardware provided for this station consists of the Aero LI pad antenna and the MedioTM LIOO reader (also referred to as a coupler) designed to read/write multiple tags at a time. The antenna is powered by the coupler. The coupler requires external electrical power and is connected into a 9-pin serial port of a library supplied Windows98 or higher computer. Computer is connected to the library's circulation database when used for circulation transactions. (Just like the OneCheckTM Station, tag programming does not require a connection to the library's database.) For the purpose of scanning patron cards at the circulation desk or bar codes during tag programming, the library must also supply a bar code scanner (available separately from ITG). Software licenses may be transferred between computers. For example, the tagging software module may be initially used on a laptop when first converting the collection, then transferred to a standard workstation for the programming of tags for new materials as they arrive in the library. - ITG Provides Customer Provides Aero LI Pad Antenna MedioTM LIOO Reader Mu It i ReaderTM Software DirectReaderTM Software Manual AssistTM Software Tag Programming Software SIP2.0 (to process multiple items in a stack) Windows98 or higher computer connected to database network (in most cases, this will be the library's existing staff station, so no additional equipment is needed) Bar code scanner Receipt printer (optional) 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. SELF CHECK-OUT STATION #RFID300 This kiosk is designed to allow patrons to check out library materials without staff assistance. A stack of items may be processed simultaneously or, if the library prefers, patrons may be instructed to check out one item at a time. The system is designed to handle both RFlD tagged items as well as items that have a bar code only. The kiosk, onto which is mounted the touch screen monitor, bar code scanner, RFlD pad antenna and receipt printer, may be placed on the library's circulation desk with the computer, keyboard, mouse and RFlD coupler kept under the desk. The kiosk may be placed on the specially designed cabinet described below to create a free standing self check-out station. Bar code scanner that is provided for the scanning of patron cards may also be used check out materials that do not have RFlD tags. Magnetic stripe readers, smart card readers, wireless connectivity and payment acceptance capability (cash, credit card, account debit, etc.) are optional. Library may choose from a variety of standard wood finishes and laminates or, for a nominal extra charge, the kiosk can be manufactured to match the library's decor. Library must purchase SIP2.0 from its automation vendor. Apex XpressCheckTM Self Service Kiosk P ITG Provides All Hardware Cabinetry Self Check-Out Software Customer Provides Electrical and Network Connection SIP2 .O (from automation vendor) #XCBASE The Apex XpressCheckTM described above becomes a free standing unit when mounted onto this attractive mobile wood cabinet designed specifically to hold the computer, keyboard, mouse and RFlD coupler. Space is also available for the storage of extra receipt paper rolls. Cabinet has collapsible convenience shelves on each side for patrons to place their personal effects and materials before they are checked out. Library may choose from a variety of standard wood finishes and laminates or, for a nominal extra charge, the kiosk can be manufactured to match the library's decor. Mobile Cabinet for Apex XpressCheck" #XCMC The Apex XpressCheck Management Console allows system administrators to configure multiple Apex XpressCheck systems quickly and simply. Changes can be made to all machines simultaneously, or groups of machines selected by easily readable "friendly" machine names. Utilizing folder shares, over the customer's network, the Apex XpressCheck Management Console can update configuration settings, image files, sound files, and distribute product patches or Management Console for Remote Administration /I .- 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. updates. Integration into the existing configuration interface is virtually seamless. The purchase price also includes one Apex XpressCheck license for the system administrator’s computer to enhance remote configuration capabilities. #VECOREMG Remote Monitoring Guest Software This software, installed on a staff workstation, allows for the connection to and monitoring of up to 6 Patron Self Service Kiosks simultaneously. #VECOREMH Remote Monitoring Host Software This software allows for Patron Self Service Kiosk to be monitored by a staff person at a remote location. One software license must be purchased for each kiosk. 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. SECURITY SYSTEM #RFID410 BurstBusterTM Security Pedestal Any item passing between two security pedestals (or to the outside of the pedestal up to approximately 18”) will set off both visual and audible alarms unless the RFlD tag’s security bit has been turned off. Pedestals have a built-in patron counter and have the capability of recording the bar code numbers of those items that have alarmed the gates (extra charges may apply for this functionality). Pedestals may be connected to external devices, such as CCTV. Pedestals are hard wired at their base into electrical power. A minimum of two pedestals is required to create a single 3’ aisle through which library patrons must exit. Up to eight pedestals may be utilized to create contiguous aisles covering up to 21 feet across in total. The standard plastic pedestal cover may be replaced with a custom designed wood pedestal cover for an extra charge. ITG Provides Security Pedestal Customer Provides Pedestal in-floor mounting Electrical power points for each pedestal Computer (if recording item ID numbers) or connection to network #RFID41 OCS Sold as a set of two, one for each side of a security pedestal to replace standard plastic cover. Custom Designed Wood Security Pedestal Cover #RFID400B Security pedestals may be mounted into each side of this 40’W steel base plate, thereby eliminating the need to mount pedestals into the floor. Portable Steel Base Plate Initial #RFID400BA Use this base plate to create an additional contiguous aisle(s). Portable Steel Base Plate Adder 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3 127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. PORTABLE SHELF READING WAND #RFID500 PowerReaderTM Shelf Wand The PowerReaderTM shelf wand is designed to read RFlD tags by waving the wand along the spines of books. The reader may also be used to search for specific items and to find items that have been mis-shelved, sounding an alarm when a specific item is identified. Wand is connected to a MedioTM LlOO coupler. In most cases, library will want to “borrow” the coupler from a FlexCheckTM Staff Station. The coupler requires external electrical power and is connected into a 9-pin serial port of a library supplied Windows98 or higher computer or laptop. Ergonomically designed, the wand weighs only 1-114 Ibs. and is over 27” long to facilitate access to upper and lower shelves. Software is provided for data collection, item searching and shelf order maintenance. There may, be additional costs if customization for the library’s automated circulation system is required. ITG Provides Customer Provides TR-HR1 PowerReader TM Wand Circulation database inventory module Basic Software for data collection, Laptop per ITG specifications item searching and shelf MedioTM LlOO Coupler borrowed from maintenance FlexCheckTM Staff Station (#RFID210) Mobile cart (for placement of laptop and coup I e r) - #RFID500WC PowerReaderTM Shelf Wand with Dedicated Coupler #RFID500 PowerReaderTM as described above is provided with a dedicated MedioTM LlOO Coupler. ITG Provides Customer Provides TR-HR1 PowerReader TM Wand MedioTM LIOO Coupler Laptop per ITG specifications Basic Software for data collection, Circulation database inventory module Mobile cart (for placement of laptop and item searching and shelf coupler) maintenance 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. BOOK RETURNS AND SORTERS #RFID610 Built-in Internal or External Wall Book Drop Return This return utilizes a standard in-wall book return chute that has been retrofitted to hold an RFlD pad antenna. Library materials are automatically checked in and security bits reactivated as they pass through the returns chute. An audible alarm is sounded to alert staff whenever an item on hold is returned. Software and all computer hardware are provided, including a receipt printer that automatically prints a ticket when an item on hold is returned. Price does not include installation of in-wall section of return. Library must purchase SlP2.0 from its automation vendor. ITG Provides Customer Provides RFlD Pad Antenna MedioTM LlOO Reader Return Chute w/Catch-all Tray and RFlD reader bracket Stainless Steel OnGHand Opening PC Workstation Computer Monitor Thermal Receipt Printer Check-in and Tag Reactivation Software Electrical and network connections SIP2.0 (from automation vendor) Installation of in-wall section Computer workstation furniture /I In-Wall Faceplate #RFID700-X In addition to checking in materials and reactivating security bits, the sorter separates items into different bins according to library defined criteria. Number of sort locations is determined by budget, space, and sorting parameters (sorting may be done based on information in the library’s database and/or information programmed into the RFlD tag). locations in the future. Bins may be supplied by the library or purchased separately. Software and all computer hardware are provided, including a receipt printer that automatically prints a ticket when an item on reserve is returned to the holds bin. Indicator lights are located at each bin to indicate when the bin is full. Library must purchase SIP2.0 from its automation vendor. Built-in Internal or External Wall Book Drop Return with Sorter Modular design allows for additional sort ITG Provides All components included in #RFID610 Conveyor Belts and Accessory Check-In, Sorting and Tag Reactivation described above Hardware Software - Customer Provides Electrical and network connections SIP2.0 (from automation vendor) Computer workstation furniture Installation of in-wall section 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. BOOK RETURNS AND SORTERS #RFID650 Library Mate@ Internal Return Like the Book Drop return, the Library Mate@ checks materials in and reactivates security bits. Library Mate8 can process bar code labeled items in addition to those with RFlD tags. Any item without an appropriate RFlD tag or bar code label is rejected by the system and returned to the user. Patron must place items on the return conveyor belt one by one according to the instructions provided on screen. Patrons are issued receipts for items returned. Patron may, in addition, retrieve information about hidher account upon presentation of a patron card. Library must purchase SIP2.0 from its automation vendor and have wall prepared for installation according to specifications provided. Please see separate document entitled “Library Mate@ Automatic” for a detailed list of components. #RFID750-X The Internal Library Mate@ described above delivers materials to a sorter that separates items into different bins according to library defined criteria. Software and all computer hardware are provided, including a receipt printer that automatically prints a ticket when an item on hold is returned to the holds bin. Please see separate document entitled “Library Mate@ Automatic” for a detailed list of components. Built-in Wall Library Mate@ Internal Return Sorter - #RFID660 Library Mate@ External Return External Library Mate@ provides all of the features of the internal model described above but has been specifically designed to mounted into an exterior wall. Library must purchase SIP2.0 from its automation vendor and have wall prepared for installation according to specifications provided. Please see separate document entitled “Library Mate@ Automatic’’ for a detailed list of components. #RFID760-X The External Library Mate@ described above delivers materials to a sorter that separates items into different bins according to library defined criteria. Software and all computer hardware are provided, including a receipt printer that automatically prints a ticket when an item on hold is returned to the holds bin. Please see separate document entitled “Library Mate@ Automatic” for a detailed list of components. Built-in Wall Library Mate@ External Return Sorter II 1- -r tn S 0 m S 0 Q) > S 0 0 .- U G r! .- m i? 0 44 t r m .- 2 E 0 A division of Vernon Library Supplies, Inc. 2851 Cole Court Norcross, Georgia 30071 sales@,inteqratedtek.com www. inteqratedtek.com Toll Free Phone: 1-877-207-3127 Fax: 1-877-207-3129 Name of Library: Carlsbad Public Library Items below are as described in document entitled "Apex RFlD Components." Item # RFID320ST RFID225 RFID225BC RFID320CD RFID226 RFIDCDAP VERWA38PC RFIDLEA /c RFlDl1 ILEA RFlDl11 LEAK RFlDl11 RFlDlOO RFID210 RFID300 XCBASE XCMC VERCOREMG VERCOREMH Description Standard Book Tag Custom Printed Book Tag Overlay Label Custom Printed Book Tag Overlay Label w/Bar Code CDlDVD Tag Custom Printed CDlDVD Overlay Label CD/DVD Tag Applicator Linear Imager Bar Code Scanner Tag Programming Lease Kit - $325/Month 3 Month Minimum - Price per month Tag Prog/Dispensing System Lease 3 Month Minimum - Price per month Tag Prog/Dispensing System Lease Kit 3 Month Minimum - Price per month Tag Programming/Dispensing System Onecheck" Staff Station FlexCheckTM Staff Station Apex XpressCheckm Self Service Kiosk Apex XpressCheck" Mobile Cabinet Management Console for Remote Admin. Remote Monitoring Guest Software Remote Monitoring Host Software Quantity Unit Price Extended Price 3 14350 $0.50 Each $157,175.00 31 5 $21.25 Thou $6,693.75 Thou 20450 $1.05 Each $21,472.50 Thou $30.00 Each Each $325.00 Each $300.00 Each $450.00 Each $3,200.00 Each 3 $1,950.00 Each $5,850.00 3 $4,350.00 Each $13,050.00 10 $12,500.00 Each $125,000.00 $6,750.00 5 $1,350.00 Each $1,250.00 Each Each Each Quotation Form I 03 Page 1 of 2 A division of Vernon Library Supplies, Inc. 2851 Cole Court Norcross, Georgia 30077 sales@intenratedtek.com www.intenratedtek.com Item # Description Quantitv Unit Price Extended Price RFID410 Security Pedestals 11 $4,950.00 Each $54,450.00 Toll Free Phone: 1-877-207-3127 Fax: 1-877-207-3129 I RFID400B Security Pedestal Base Plate RFID400BA RFID410CS Security Pedestal Base Plate Adder Custom Wood Sides for Security Pedestal RFID500 PowerReaderTM Shelf Wand RFID500WC PowerReaderm Shelf Wand (for use with coupler from RFID210) with dedicated Coupler $450.00 Each $450.00 Each $400.00 Set 2 $2,850.00 Each $6,250.00 Each RFID610 Built-in Wall Book Drop Return 8 $10,950.00 Each RFID700-3 Built-in Wall Book Drop with 3-Bin Sorter 2 $89,000.00 Each RFID650 Library Mate@ Internal Return Each RFID750-X Built-in Wall Library Mate@ Internal Return Each RFID660 Library Mate@ External Return w/Printer Each RFID760-X Built-in Wall Library Mate@ External Return Each ic with - Bin Sorter with - Bin Sorter $5,700.00 $87,600.00 $1 78,000.00 Grand Total $661,741.25 Grand Total includes $178,000.00 for sorting systems that are not part of the Turnkey solution. Prices quoted above include: A) Installation except where noted in the "Customer Provides" sections of B) First year's support and maintenance the document entitled "Apex RFlD Components" Support and maintence following first year: 12% per year of prices quoted above with the exception of tags and overlays for which support contract does not apply Quotation Form Page 2 of 2 103 2851 Cole Court Norcross, GA 30071 Tel. 1-877.207.3127 www.intearatedtek.com A Division of Vernon Library Supplies, Inc. Sections X and XI Section X - Billing and Payment Expectations With the exception of sorting systems, all products are invoiced when shipped. Terms are net 30. For sorting systems, payment of 50% is payable with order placement, 25% immediately prior to shipping and 25% net 30 following installation. Section XI - Contractual Agreement Vernon Library Supplies, Inc. d.b.a. the Integrated Technology Group (ITG) is prepared to incorporate the terms and conditions as presented in Appendix 1. With the understanding that the terms and conditions as presented in Appendix 1 supersede all other terms and conditions that are included in a final agreement, and where there is no conflict between the terms and conditions stated in Appendix 1 and those specified in the standard ITG Agreement that follows, the terms and conditions in the standard ITG Agreement should be incorporated into the final agreement.. AGREEMENT THIS AGREEMENT is made and entered into this day of by the Integrated Technology Group, a wholly owned division of Vernon Library Supplies, Inc., a corporation in the State of Georgia, USA (hereinafter referred to as “ITG”) and , located at (hereinafter referred to as “Customer”). Y 2002 RECITALS WHEREAS, Customer desires to implement Radio Frequency Identification (RFID) technology on its premises, and; WHEREAS, ITG is willing to provide such products and services as are desired by the Customer to implement RFID technology and is willing to provide such products and services pursuant to all the terms and conditions in the Agreement; NOW THEREFORE, in consideration of the mutual covenants of the parties, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, ITG &d Customer have agreed and do hereby enter into this Agreement according to the provisions set forth herein: F WITNESSETH: In the event of conflicting provisions, all documents shall be construed according to the following priories: 1. any properly executed amendment or change order to this contract (most recent with first priority), and 2. this contract, and 3. any attachments included with this contract. TERM AND TERMINATION Term The Effective Date of commencement of this Agreement shall be the -day of -, 200-. The Term of this Agreement shall begin on the Effective Date and shall extend for the full length of the period necessary to complete the project, unless terminated earlier under one of the termination provisions contained in this Agreement. .F Termination a. This Agreement may be terminated by Customer upon thirty (30) days written notice to ITG should ITG fail to perform in accordance with all the terms of this Agreement. b. This Agreement may be terminated at any time by the mutual written agreement of ITG and Customer. <- c. Regardless of reason for termination, Customer is responsible for payment for all products and services delivered according to the terms and conditions of this Agreement up until the date of termination of this Agreement. DUTIES OF ITG 1. ITG agrees to provide the products and services (hereinafter collectively referred to as the “Work”) as listed in its quotation (Attachment 1) and as such products and services are described in document entitled “WID Components” (Attachment 2. Except where explicitly noted and agreed to by the Customer upon receipt of proper waivers, ITG will comply with all local laws, ordinances and regulations bearing on the performance of the Work. 3. ITG shall enforce good order and discipline among its employees and subcontractors, if any, and shall keep work areas reasonably free from waste materials and rubbish resulting fiom its operations. 4. ITG shall deliver products and perform its services as expeditiously as is consistent with professional skill and care and the orderly progress of the Work. 5. ITG will compensate all company employees and subcontractors, if used, for all work performed in the execution of the project. 6. ITG will have the authority to act on behalf of the Customer only to the extent provided in this Agreement unless otherwise modified by written instrument. 7. ITG will supply Customer with written invoices following delivery of products as they are delivered. 8. ITG agrees that title to all Work covered by an invoice for payment will pass to the Customer upon receipt of such payment. 9. ITG warrants products in accordance with document entitled “ITG WID One Year Limited Warranty” (Attachment 3). 10. ITG agrees to support and maintain products in accordance with document entitled “Annual Maintenance and Support for ITG WID Products” (Attachment 11. Following the first year, ITG agrees to continue to support and maintain products 2). 4). supplied under this agreement for a period of up to five years, on a year by year basis, contingent upon the Customer’s payment in advance for such support and maintenance as specified in Attachment 2. 12. ITG represents that in the performance of the work, duties and obligations assumed by it under this Agreement that it is acting and performing as an independent contractor and shall act in an independent capacity and not as an officer, agent, servant, employee, joint venturer, partner, or associate of the Customer. 13. ITG agrees to indemnify and hold harmless Customer fiom all claims and suits for loss of or damage to property, including loss of the use thereof, or injuries including death to persons, and from all judgments recovered therefore, and from all expense in defending said claims or suits, including court costs, attorney fees and other expenses, caused by an act or omission of ITG andor its subcontractors, 2 /-- their respective agents, servants and employees working on the project and not caused by the fault or negligence of the Customer. expense during the life of this Agreement Workman’s Compensation insurance as mandated by law and comprehensive General Liability insurance in amounts no less than: 14. Without limiting its liability under this Agreement, ITG will maintain at its Bodily Injury Each Person - $1,000,000 Bodily Injury Each Occurrence - $2,000,000 Property Damage Each Occurrence - $1,000,000 Customer will be named as an additional insured and noted as such on each policy. 1. 2. 3. 4. 5. 6. 7. 8. 9. DUTIES OF CUSTOMER Customer will inspect all products immediately upon delivery, noting damage to external packaging andor contents on the delivery receipt or bill of lading. Customer will immediately notify ITG of such damage. Customer understands that failure to immediately report damage may result in the inability to file claims with the shipper or insurance companies. Damages not covered as a result of the Customer’s failure to examine or report are the full responsibility of the Customer. Customer will issue to ITG purchase orders in writing for the products and services listed in Attachment 1, noting expected delivery dates that will not be earlier than 60 days following receipt of the purchase order by ITG. Unless noted otherwise on the purchase order, Customer will be prepared to receive products fi-om the date of its purchase order. Customer will accept delivery of products delivered to its dock during normal business hours. If Customer can accept deliveries only during specified hours, it must note such hours on its purchase order. Customer will remit payment in U.S. Dollars to ITG in no more than 30 days following receipt of invoice for products delivered according to the terms and conditions set forth in Attachment 1. Customer is responsible for supplying materials, equipment and services as described in document entitled “WID Components” (Attachment 2). Customer will designate a primary and secondary contact person for the purpose of coordinating with ITG representatives all technical aspects and implementation of the system. Individuals designated above will promptly provide to ITG all information needed by ITG for implementation of the system. Customer warrants that the project is located on real property owned by the Customer and that access to such real property will be furnished to ITG at such times and on such dates as ITG may reasonably require in connection with the execution and completion of the Work. 10. Customer understands that the proper performance of the system depends upon a thorough understanding and implementation of the installation and operating instructions provided by ITG. Customer is responsible for insuring 3 that all staff, volunteers and others who perform services at the Customer’s behest are fully trained in the operation of the system components with which they are working. 11. Customer will immediately report all system problems to ITG. 12. At ITG’s request, Customer will generate system reports as may be needed by ITG and, if requested, maintain a log detailing all problems experienced with the system. first consulting with ITG. unwritten, or any other form, provided it by ITG. Only such information as may be necessary for Customer’s agents to perform their duties shall be shared with such agents. 15. Customer represents that ITG WID software is the intellectual property of ITG and is protected by law, including copyright laws and international treaties. Copies of software may not be made without the expressed written consent of a ITG representative authorized to legally obligate the company. 16. Customer shall take all reasonable steps to protect ITG’s intellectual property 13. Customer will not modify hardware or software or move equipment without 14. Customer will maintain the confidentiality of all information, be it in written, rights. MISCELLANEOUS 1. Force Majeure. The parties to this Agreement will not be liable for any delay or failure to perform their obligations if that failure or delay is due to any cause or condition beyond the control of that party and, in particular, without limitation, any failure, damage or loss due to fire, flood, exposure or any act of God, industrial disturbance, failure of electrical telecommunications networks, acts of vandalism, sabotage, civil services, war, changes in legislation or regulations of any government or governmental agency, refusal or revocation of any license or consent by the government of any authority. 2. Assignment. The provisions of this Agreement shall inure to the benefit of and be binding upon the respective successors and assignees of the parties hereto. A party to this Agreement will not sell, transfer, assign, license, franchise or otherwise part with possession or mortgage, charge or encumber any right or obligation under this Agreement without the proposed assigned agreeing in writing with the non-assigning party to observe and perform the terms, conditions and restrictions on the part of the assigning party to this Agreement whether express or implied as if the proposed assignee was an original contracting party to this Agreement. 3. Severability. Should any court of competent jurisdiction declare any provision of this Agreement invalid, then such provision shall be severed and shall not affect the validity of the remaining provisions of this Agreement. 4. Choice of Law: Venue. The laws of the State of Georgia shall control the validity, construction and effect of this Agreement and also any extensions andor modifications of it. Any action, suit, or other proceeding concerning this 4 ,- 5. 6. 7. 8. 9. Agreement must be brought and maintained only in a court of competent jurisdiction sitting in Gwinnett County, Georgia. Costs and Expenses. Each party will pay its own costs and expenses in relation to the negotiations leading up to and in relation to the preparation, execution and carrying into effect of this Agreement and all other documents referred to in it. In the event that either party deems it necessary to take legal action to enforce any provisions of this Agreement, in the event that ITG prevails, the Customer shall pay all expenses of such action including attorney fees and court costs at all stages of litigation. Notices. a. Ifto ITG: Integrated Technology Group 2851 Cole Court Norcross, GA 30071 b. If to Customer: Entire Agreement. The complete understanding "etween the parties is set out in this Agreement and this Agreement supersedes and voids all prior and contemporaneous understandings, proposals, letters, agreements or conditions expressed or implied, oral or written, except as herein contained. Any amendment, modification, waiver or discharge of any requirement of the Agreement will not be effective unless in writing signed by the parties hereto or by their authorized representatives. Headings. The headings in this Agreement are for convenience and reference and are not intended to define or limit the scope of any provision of this Agreement. Third Parties. Nothing contained in this Agreement shall create a contractual relationship with or a cause of action in favor of a third party against the parties to this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year first hereinabove written. INTEGRATED TECHNOLY GROUP, A DIVISION OF VERNON LIBRARY SUPPLIES, INC. By: Shai Robkin President 2851 Cole Court Norcross, GA 30071 r Taxpayer Federal I.D. #58-1605770 Date: 5 CUSTOMER By: Name Title Address 6 EXHIBIT B - PRICING SHEET A division of Vernon Library Supplies, Inc. 2851 Cole Court Norcross, Georgia 30071 salesOintearatedtek.com www.intearatedtek.com Toll Free Phone: 1-877-207-31 27 Fax: 1-877-207-31 29 Name of Library: Carlsbad Public Library Date: 18-Jun-05 Items below are as described in document entitled "Apex RFlD Components." Item # RFID320ST RFID225 RFID225BC RFID320CD RFID226 RFIDCDAP VERWA38PC RFIDLEA RFlDl11 LEA RFlDl11 LEAK RFlDl I1 RFlDlOO RFID210 RFID300 XCBASE XCMC VERCOREMG VERCOREMH Description Standard Book Tag Custom Printed Book Tag Overlay Label Custom Printed Book Tag Overlay Label w/Bar Code CD/DVD Tag Custom Printed CD/DVD Overlay Label CD/DVD Tag Applicator Linear Imager Bar Code Scanner Tag Programming Lease Kit - $325/Month 3 Month Minimum - Price per month Tag Prog/Dispensing System Lease 3 Month Minimum - Price per month Tag Prog/Dispensing System Lease Kit 3 Month Minimum - Price per month Tag Programming/Dispensing System OneCheckTM Staff Station Flexcheck" Staff Station Apex XpressCheckTM Self Service Kiosk Apex XpressCheckTM Mobile Cabinet Management Console for Remote Admin. Remote Monitoring Guest Software Remote Monitoring Host Software Quantity Unit Price Extended Price 314350 $0.40 Each $125,740.00 31 5 $21.25 Thou $6,693.75 Thou 20450 $1.05 Each $21,472.50 Thou $30.00 Each Each $325.00 Each $300.00 Each $450.00 Each $3,200.00 Each 3 $1,950.00 Each $5,850.00 3 $4,350.00 Each $1 3,050.00 10 $12,500.00 Each $125,000.00 5 $1,350.00 Each $6,750.00 $1,250.00 Each Each Each Quotation 071805.~1s tu Page 1 of 2 A division of Vernon Library Supplies, Inc. 2851 Cole Court Norcross, Georgia 30071 sales@intearatedtek.com www.inteclratedtek.com Item # Description Quantity Unit Price Unit Extended Price RFID410 Security Pedestals 11 $4,950.00 Each $54,450.00 Toll Free Phone: 1-877-207-3127 Fax: 1-877-207-3129 RFID400B Security Pedestal Base Plate RFID400BA RFID410CS Security Pedestal Base Plate Adder Custom Wood Sides for Security Pedestal RFID500 PowerReaderTM Shelf Wand RFID500WC PowerReaderTM Shelf Wand (for use with coupler from RFID210) with dedicated Coupler $450.00 Each $450.00 Each $400.00 Set 2 $2,850.00 Each $5,700.00 $6,250.00 Each RFID610 Built-in Wall Book Drop Return 3 $10,950.00 Each $32,850.00 RFID700-5 Built-in Wall Book Drop with 5-Bin Sorter 1 $55,000.00 Each $55,000.00 Includes book return face plate and chute, transition conveyor (max 4') as required, sorter, RFlD hardware, all computer hardware, and software (bins not included) Additional amount for turn in conveyor, if needed 1 $5,000.00 Each $5,000.00 E214 Cart Bins for Conveyor/Sorter 6 $630.00 Each $3,780.00 Grand Total $461,336.25 Prices quoted above do not include sales tax, if applicable. A) Installation except where noted in the "Customer Provides" sections of the document entitled "Apex RFlD Components" (in-floor installation of security gates and in-wall installation of book returns) B) First year's support and maintenance Support and maintence following first year: 12% per year of prices quoted above with the exception of tags and overlays for which support contract does not apply Quoted by: Shai Robkin Pricing for tags is contingent on the tag order being placed no later than September 30,2005. Quotation 071805.~1s Page 2 of 2 Attachment C - Solution Specifications For the following section, please describe how the solution you are proposing addresses each of the components. General Requirements 1. 2. Integration/compatibility with Sirsi, the Library’s automated library system Conformance with all applicable standards and regulatory requirements, including those of Americans with Disabilities Act, local fire codes, SIP2, RS-232, and TCP/IP Ethernet Not harmful to persons or library materials, including patrons with hearing aids or pacemakers and audiovisual materials. 10/ 100. 3. Technology 4. 5. 6. 7. 8. 9. 10. Describe and explain the purpose of all hardware components your solution needs in order for it to function in our environment and specify which components are included in your proposal. Include the following where applicable: 0 Brand and model information 0 Capabilities User interface Equipment labeling Equipment accessories 0 Equipment capabilities and features Space, setup and energy/resource requirements Describe and explain the purpose of all software components your solution needs in order for it to function in our environment and specify which ones are included in your proposal. (Include any workstation application requirements, i.e.; client software, Java, Applets, etc. Also identify any database options that may be available with your solution.) Describe the security features and capabilities of your solution including: user sign-on and access, groupings of security designations, levels and types of access options, and terminal inactivity/session end options. Specifically describe any minimum workstation and server requirements for your solution (i.e. applications required, which ports are used etc.) Specifically describe WAN/IAN issues including protocol utilized and/or supported; performance across a WAN vs. a LAN; remote management capabilities either built into your system or provided separately, and more specifically whether your system supports ZenWorks for remote management. List the software environments with which your system is compatible, and be able to provide examples of locations where it is currently functioning. Also, specifically list any known compatibility challenges with our current technology environment. Describe vendor remote support capabilities, Le.; ability to access the City’s network via a Citrix ICA Client or through an intermediate Secure Shell; and ability to provide remote support to any servers or workstations. City of Carbbad Library Radio Frequency Identification & Self-check System 113 Page 17 11. 12. 13. 14. Equipment Conversion Stat ions Address the following areas in your response: 0 Tools included which aid in maintaining the system environment 0 What redundancy is built into your system 0 What open source options are available 0 If your solution is scalable 0 Method of user authentication and whether the City’s current environment for authentication could be utilized Describe your solution’s capability of integrating with Sirsi’s Unicorn Library Management System and what functions it performs as a result of that interface. Describe the data that can be collected and stored in your solution/system and accessed for reports. Provide a list of standard reports that are included with your solution, the type of reporting tool that is included, and any third party tool or software that is required to access your solution/system for reporting purposes. Dove Library I Cole Library Centro 2 I1 Hardware Staff Workstation Patron Countertop Station Patron Standalone Station Exit Sensors BookdroD Readers 15. Please include the following hardware/equipment in your proposal, using Attachment E and with detailed information on: a. Cost per piece b. Quantity price breaks c. Model name and number d. Annual maintenance costs Include any other required equipment or peripherals proposed in your solution. Include photos and data sheets for all proposed hardware that provide dimensions and functionality. 1 1 1 2 3 1 3 1 5 4 2 4 4 Optional Convevor/Sorter ~~ 1 1 I I I Outside, standalone bookdrop stations I 2 11 I lnventorv wandsheaders I1 I1 I I I Sorting Bins 13 13 Tags 16. 17. What is the frequency of the tag3 Will it interfere with a wireless network? What is the minimum memory of the tags? City of Carlsbad Library Radio Frequency Identification & Self-check System llq Page 18 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. Can the tags be preprogrammed with an identification number that cannot be altered, as well as programmable at the library so information can be added and modified? Is network access required to read the tag? Can someone at the circulation desk still turn the tag off and read the bit if the network is down? Does climate impact the functionality/effectiveness of the tag? What is the tag life? What things would shorten the tag life? Will the tags be compatible with updated software and hardware, Le., how will you ensure that this isn’t a wasted investment? Are the tags encrypted? Do the tags have a security bit? What is the durability of the sticker that holds the tag? How often do they have to be replaced? Will the tags work with any material format, e.g., print, audiotape, videotape, CD/CD- ROM and DVD? Can a logo or barcode be printed on the tags or on the cover sticker? How do you deal with electronic media, e.g., CDs and DVDs? Are there limitations with the type of book cover or binding materials, e.g., metal or foil? Who is your tag manufacturer? Are the tags standards-compliant? Can any other vendor’s equipment read your tags? Will your equipment read any standard tag? Conversion-Programming Workstations 35. 36. 37. 38. 39. 40. Can we wirelessly connect to Sirsi to program the RFlD tags and relate them to the item record? Can the workstations read, program and reprogram RFlD tags? Can the workstations print a barcode or library logo on the RFlD label or label cover? Do the workstations interface with the automated library system or are they standalone? Is a mobile model available for use in the stacks? Can conversion stations also function as checkout workstations? Staff Workstations 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. How will they be set up? How will it interact with Sirsi, e.g., antenna? What peripherals are required? Can we continue to use our own Sirsi Workflows program for transactions? Will the system be able to read both RFID tags and barcodes? Can the unit at the staff workstations program new tags and check items in and out? How does the system identify held items? Can the workstations read tags and display the information on the tags on screen? What is the read range? How many tags can be read at one time? How many types of media? Can the workstation sit on a current circulation countertop and/or can they be recessed? City of Carlsbad Library Radio Frequency Identification & Self-check System Page 19 \ 19 52. Patron self-checking Stations How does the station deactivate the theft or security bit on the materials? 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. How does it check out materials? What is the user interface: video, menu, etc.? Does your product function as a touch screen? How many tags can be read at one time? How many types of media? Can the self-check stations function wirelessly? Can the station read a barcode, magnetic stripe, RFlD tag and smart card? Can the station stand alone with a base or be placed on a countertop? Will the system be able to read both RFlD tags and barcodes? Will the system identify held items that haven’t yet been pulled from the shelf? How does the patron know that a tag has not been read or that no tag is on one or more items? How does the station deactivate the theft or security bit on the materials? Has your company worked with a library to develop or be part of a multifunction service point that includes check-in/checkout capabilities, fine/fee/vend payment options (cash, credit, debit), PC reservation? If not, have you considered it or are you designing something similar? Exit Sensors 65. 66. 67. 68. 69. 70. 7 1. 72. 73. 74. 75. Are they outsourced? How will they interact with the RFlD tag? What is the read range? How many items can a security gate detect? What is the maximum number of items the security gate can detect? Do your sensors comply with ADA regulations? Is the sensor alarm both audible and visible? Will the exit sensors transmit the information on the tags to the ALS so the library will know what has been taken? Is there anything that the sensors should be shielded from because they will interfere with their effectiveness? What is the minimum distance recommended for installation away from other systems or PCs to assure noninterference? What information is relayed to the staff workstation in the case of an attempted theft? Bookdrop Readers 76. 77. 78. Can the bookdrop reader turn the bit on, check in the item and identify holds? Does your system have an outside bookdrop and if so, how does it work? What is required (power, network connectivity, etc.)? Does it have weather considerations? Can the bookdrop reader function wirelessly? Portable Inventory Readers City of Carlsbad Libraty Radio Frequency Identification & Self-check System Page 20 Ilb 79. 80. 81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 9 1. 92. 93. Can the scanner read tags on metal shelves? What type of scanner or wand will be used? Can a handheld device (pocket PC or Palm) be used with the inventory wand or scanner? At what distance can the tags be scanned? What is the weight of each reader? How many items can be scanned and held in memory before having to upload information to server? Can an item be programmed into the reader in order to be located? Can the entire collection be scanned with one reader? Can we scan wirelessly to Sirsi? What happens if we miss a book when we’re doing inventory and it’s out of order? Can the person go back and scan it? Can you scan out of order or go from shelf to shelf and pick up the other items later? Can the inventory program combine the files and then sort to produce a total inventory report? Does the inventory unit display the scanned items? If there is an error, does that stop the inventory process? Does your system provide its own inventory database? If not, will that information be imported to or exported from Sirsi? What is the accuracy rate of the readers? Conveyors and Sorters 94. 95. 96. Describe the available conveyors and sorters. How is the sorting station different from a bookdrop reader? What is the maximum number of bins? Training 97. Describe your training program. Documentation 98. 99. What type of documentation will be provided during training and implementation? Will you provide all product literature? Warranties 100. 101. What hardware and software warranties are included in your proposal? What is your guaranteed uptime? Vendor SuppowMaintenance 102. Describe in detail the support and maintenance that will be provided by your company as proposed by your solution, including: City of Carlsbad Library Radio Frequency Identification & Self-check System I 17 Page 21 0 0 0 0 Software and hardware support access and hours, including holidays, evenings and weekends Parts, labor, supplies for equipment Help contact protocol to include all aspects of solution, and escalation procedures If you contract with any third parties, and the identification of those third parties Delivery, Installation and Startup 103. 104. During implementation, how will we run security and check items in and out with both RFlD and tattle tape items? Provide a typical implementation plan and timeline. Prices 105. Is the Sirsi SIP2 capability included in the cost of the license? City of Carlsbad Library Radio Frequency Identification & Self-check System 118 Page 22 09/13/05 11:21 FAX 715 346 8195 SENTRY INS. C/L ,_ - --.---.- .- - 002 MXDDCESEX INSURANCE COMPANY STEVEN$ POINT WISCONSIN (A PARTICIPATf N6 STOCK LOMPANY 1 A HEflEER OF THE SENTRY FAMILY OF INSURANCE COMPANIES , CERTIFICATE OF ENSURANCE ACCOUNT NUMBER 66-57010 L.' This certificate In is.wad as a matter of infarmation only and confers no rights Upon the ct?rtificate holder., This certificate does not amend, extend or alter the coverage afforded by the policies below. Name-and Address of CITY OF CARLSBAD 1775 DOVE LN CARLSBADI CA 92011 Name and Aadress of the Insurocl VERNON LIBRARY SUPPLIES INC 2851 COLE CT NORCROSS, GA 30071 This certificate is Issued on ~9-l2-2005 and ia effective untSl-03-25-2P06. It certifies that policies of ?nsuri(iitC listed btlpw have been issued to the rnsureU named IDOVe. Nnluttirstandinq any requirement, tarn or condition of any contrar.t ut' ather document Mith respect to whien this cortificate May be lssued or may oertainr the insurance afforded by th,o policaes descrlned herein is subject ta all the termsr exclusions, and canditions of such nulieies, Limits shown may have bean reduced by nai,.ri clams. Bl.$ifl-RJisawnerslirbilitv 44-57fll.O-09 Each Occurrence 4 1,aoo Medical Emenst $ LU Includes1 Bodlly ZnjuPy Denaqt to Premises 9 100 rropsrty Damage General A gregato $ 3#U00 s 3,000 Personal Injury Products iggregate Advertising Iniury .- -h i.le 44-57010-10 Each AccSclent Includes; Bodily Injury and Property Damage Combined -Smecifically Describad Autos -Hired Autas -No# Owned Autos s 500 Uorkers' Coupenfation and 44-57010-11 Statutory Ennlover's LiabUltV Each Accident P 50 0 Each Disease/Ernplovee b 50 0 Each Diseaso/Polity s 5uu 44-57010-12 Each occurrence $ 1,nnQ tunoral dggregate 11,000 Products Aooreaate 4 1,000 If.any of the listed paliclor are cancelled print- to their normal ex iration data, the insurer wlll w=nTf IIIJL~G~ to the certificate hoedor 10 days in. advance. 80-Cl035 (MECHI VER 44-,5703.0 33-141003 09-12-2005 PAGE I. tno23) 02 932