rfq for selection, acquisitions, cataloguing and ... · for ontario's colleges. ocls rfq...

RFQ for Selection and Acquisition of Library Material

for Ontario's Colleges

OCLS RFQ #2018-002

September 2018

All information contained within this document should be considered confidential and is provided to give bidders an understanding of the Ontario Colleges Library Service requirements.

Ontario Colleges Library Service RFQ #2018-002

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Contents 1. INTRODUCTION ..................................................................................................................................... 4

1.1. Ontario Colleges Library Service and College Libraries Ontario ................................................... 4

1.2. Background ................................................................................................................................... 4

1.3. Budgets ......................................................................................................................................... 4

1.4. Anticipated volume ....................................................................................................................... 4

2. BIDDING PROCESS ................................................................................................................................. 5

2.1. Intent to bid .................................................................................................................................. 5

2.2. Bid submission .............................................................................................................................. 5

2.3. Schedule ........................................................................................................................................ 5

2.4. Bid formats .................................................................................................................................... 6

2.5. Questions ...................................................................................................................................... 7

2.6. Subcontracting .............................................................................................................................. 7

2.7. Bidder’s costs ................................................................................................................................ 7

2.8. Agreement .................................................................................................................................... 7

2.9. Evaluation ..................................................................................................................................... 7

3. RESPONSE ............................................................................................................................................. 9

3.1. General .......................................................................................................................................... 9

3.2. Selection services .......................................................................................................................... 9

3.2.1. Automatic release plans/approval plans .............................................................................. 9

3.2.2. Alert/new title notification plans .......................................................................................... 9

3.2.3. Patron selection/patron-driven acquisitions ........................................................................ 9

3.2.4. Standing orders ..................................................................................................................... 9

3.2.5. Collection development staff ................................................................................................ 9

3.3. Acquisitions services ..................................................................................................................... 9

3.3.1. Online order / selection tool ............................................................................................... 10

3.3.2. Electronic data interchange (EDI) ....................................................................................... 10

3.4. MARC records ............................................................................................................................. 10

3.5. Relevant legislation ..................................................................................................................... 10

3.5.1. Copyright and distribution rights ........................................................................................ 10

3.5.2. Accessibility for Ontarians with Disabilities Act (AODA) ..................................................... 11

3.6. Return policy ............................................................................................................................... 11

3.7. Cancellations ............................................................................................................................... 11

3.8. Reporting..................................................................................................................................... 11


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3.9. Customer support ....................................................................................................................... 11

3.10. Price changes .............................................................................................................................. 12

3.11. Invoices ....................................................................................................................................... 12

3.12. Pricing .......................................................................................................................................... 13

3.12.1. Basis for pricing ................................................................................................................... 13

3.12.2. Price quote .......................................................................................................................... 13

3.12.3. Other pricing options .......................................................................................................... 14

3.13. Shipping ....................................................................................................................................... 14

3.13.1. Cross-border shipping assistance ........................................................................................ 14

3.14. Additional services ...................................................................................................................... 14

4. BIDDING FORM ................................................................................................................................... 15

APPENDICES ................................................................................................................................................ 16

Appendix A: Ontario College Information ............................................................................................... 16

Appendix B: Sample titles ....................................................................................................................... 17

Appendix C: Colleges Union Catalogue minimum standards, RDA version ............................................ 19


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1. INTRODUCTION

1.1. Ontario Colleges Library Service and College Libraries Ontario The Ontario Colleges Library Service (OCLS) is a non-profit corporation, supported by the Ministry of Training, Colleges, and Universities (MTCU), established to provide a suite of services to the libraries of Ontario’s 24 publicly funded Colleges of Applied Arts and Technology, including two French language colleges. College Libraries Ontario (CLO), formerly the Heads of Libraries & Learning Resources (HLLR), is comprised of the directors (or designate) of libraries/learning resources of each of Ontario’s 24 publicly funded colleges, and serves as an advisory group to OCLS. College libraries and their students and faculty are the ultimate users of the materials acquired. Consortial negotiation of selection and acquisition contracts for library materials is one of a suite of services that OCLS provides to the college libraries.

1.2. Background OCLS seeks to contract with preferred vendors for the selection and acquisition of library material for the Ontario college libraries. Content coverages will include Canadian, US, and UK imprints across a broad spectrum of subject areas and disciplines and will include print, ebooks, audiovisual, and other formats. The term of agreement resulting from this process is expected to cover three years starting April 1, 2019. The term of the agreement may be extended by mutual written agreement. A separate RFQ has been issued for cataloguing and processing services for library materials (OCLS RFQ #2018-003: RFQ for Cataloguing and Processing of Library Material for Ontario's Colleges). Vendors that would like to respond to both bids should do so separately, but may describe additional benefits and discounts that are available should they be selected as a winning bidder for both RFQs.

1.3. Budgets OCLS and 23 of the college libraries operate on an April-to-March budget year. The remaining college operates on a May-to-April budget year. Acquisitions budgets for materials and services covered by this process are set by the libraries on an annual basis. This process and any resulting agreement will not obligate the college libraries to spend any specific amount of money in any year.

1.4. Anticipated volume During the 2017-18 fiscal year, the 21 college libraries currently participating under the existing OCLS selection and acquisition service agreements purchased approximately 22,000 items at a list price of approximately C$1,510,000.00. This figure includes approximately 2,100 ebooks, but a recent survey of the Ontario college libraries suggests that ebook acquisition will increase over the next 3–5 years.


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2. BIDDING PROCESS

2.1. Intent to bid Potential bidders are advised to send a confirmation of their intent to submit a bid by Friday, October 5, 2018 as noted in the Schedule (Section 2.3). Please include the name, title, phone number, and email address for the company representative with whom we will communicate, and send via email to: Coralee Leroux eResources & Services Coordinator Ontario Colleges Library Service [email protected] Subject Line: “OCLS RFQ #2018-002 Intent to bid” All subsequent information regarding this RFQ, including changes made to this document and responses to bidder questions, will be directed to those that have provided their intent to bid.

2.2. Bid submission Bids are to be sent by email: Coralee Leroux eResources & Services Coordinator Ontario Colleges Library Service [email protected]

Subject Line: “OCLS RFQ #2018-002 Bid” Bids are to be received on or before: Thursday, October 25, 2018 at 2 pm. Bids received after the deadline will not be considered. Receipt of bids submitted as per the above instructions will be acknowledged by OCLS. If you do not receive an acknowledgement with 2 business hours of submitting a bid, please contact Coralee Leroux.

2.3. Schedule

Date Event Monday, September 17, 2018 RFQ issued and distributed Friday, October 5, 2018 Intent to bid submitted by bidders Friday, October 12, 2018 Last date for questions from bidders Friday, October 19, 2018 Response to all questions submitted by bidders Thursday, October 25, 2018 Bids are due November 2018 Evaluation and recommendation approval period Friday, November 30, 2018, Announcement of successful bids

mailto:[email protected]



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December 2018- February 2019 Contract negotiation February – March 2019 College account setup, profile creation, training, as required. April 1, 2019 Implementation date for services to colleges under agreement

During the evaluation period, OCLS may request clarifications from and/or a meeting with any bidder at OCLS’s discretion. Dates subsequent to the bids being submitted are estimates only and are subject to modification without notice to bidders. All bidders will be informed of the winning bids. OCLS will not release the list of bidders.

2.4. Bid formats The following format and sequence should be followed in order to provide consistency in the submitted bids and ensure each response receives full consideration:

a) Bidding Form (Section 4) Each bidder shall provide a complete bidding form, including signature from an authorized signing officer and a single contact to whom all requests for clarification or additional information may be addressed.

b) Response Bids shall follow the format and sequence outlined in Section 3: Response and include pricing for services or service components as appropriate.

c) Company Profile Bidders shall provide a one-page profile of their company and information demonstrating relevant experience and qualifications.

d) References Bidders shall provide three references for work requiring similar knowledge and capacity, preferably from institutions requiring similar materials. Contact information for each of the three references shall be provided.

e) Sample Titles Bidders shall provide the information requested for the list of sample titles provided in Appendix B.

Bid responses are subject to the Freedom of Information and Protection of Privacy Act. Any information that the bidder regards as confidential must be in a separate appendix that is labelled as confidential. OCLS shall endeavor to honour such confidential designations to the extent allowed under the appropriate legislation. Bids must be valid for 120 days from the date bids are due.


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2.5. Questions Questions about the contents of this document should be submitted by email by Friday, October 12, 2018 to: Coralee Leroux eResources & Services Coordinator Ontario Colleges Library Service [email protected] Subject Line: “OCLS RFQ #2018-002 Questions” Questions submitted as per the above instructions will be acknowledged within two business days. Questions not acknowledged may be resubmitted. Responses to all bidder questions will be directed to those that have provided their intent to bid. Bidders may not rely in any fashion on communication with any staff at OCLS or any college except through the process defined above.

2.6. Subcontracting Bidders must clearly identify any and all subcontractors that they intend to use in supplying services to meet the obligations of the RFQ. Bidders are responsible for all work performed by subcontractors.

2.7. Bidder’s costs OCLS and the college libraries are not liable for any costs incurred by any bidder as part of the bidding process. This includes, but is not limited to, costs to prepare bids, visits to OCLS, legal or other costs.

2.8. Agreement OCLS intends to negotiate agreements with the winning bidders. This RFQ, any amendments to it, and the bidder’s full response may form part of the agreement. In the event that a mutually satisfactory agreement cannot be reached with any selected bidder, OCLS reserves the right to open negotiations with any bidders.

2.9. Evaluation Bids will be evaluated to obtain the best value for the college libraries. Value is a combination of cost of materials and services being bid and the quality of the materials and services. The proven ability of the vendor to deliver materials and services requested will form a material portion of the evaluation. The lowest-cost bid or any bid will not necessarily be accepted. All submissions will be judged using the following weighted criteria:

• Selection / approval plans - 20% • Availability of delivery options - 20% • Customer support - 20% • Cost and/or discounts - 20% • Online management system - 15%



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• References - 5% In the case of partial bids, only the applicable criteria will be included in the evaluation. Selection of preferred vendors will be made by OCLS in consultation with the Ontario college libraries and College Libraries Ontario (CLO). The evaluation process will use information drawn from the written submission portion of the bid and information supplied by references to determine how the bidders perform against the above categories using a 10-point gradient scale. OCLS reserves the right to waive any requirement if this is in the best interests of the college libraries.


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3. RESPONSE

3.1. General Bidders shall comment on their ability to provide material content coverage from Canadian, US, and UK imprints across a broad spectrum of subject areas and disciplines in print, ebooks, audiovisual, and other formats. Bidders shall comment on their ability to provide French language material and the availability of online systems in French. Bidders shall identify suppliers or types of suppliers from which the bidder cannot provide material. Bidders shall identify publishers included in automatic release/approval plans and/or alert/new title notification plans. Bidders shall include Canadian, US, and international lists as well as subject specific and specialized publisher lists.

3.2. Selection services 3.2.1. Automatic release plans/approval plans

Bidders shall describe available automatic release/approval plans, including profiling process, sample profiles, and reporting documents.

3.2.2. Alert/new title notification plans Bidders shall describe available automatic release plans, including profiling process, sample profiles, and reporting documents.

3.2.3. Patron selection/patron-driven acquisitions Bidders shall describe available patron selection/patron-driven acquisitions plans, including sample profiles and reporting documents.

3.2.4. Standing orders Bidders shall describe their support for standing order programs.

3.2.5. Collection development staff Bidders shall describe the services and support offered by collection development staff.

3.3. Acquisitions services Bidder shall describe their internal order fulfillment system, including time to pull from inventory and ordering cycle for material not in inventory. Bidder shall describe the order fulfillment system for rush material, including time to pull from inventory and ordering cycle for material not in inventory.


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3.3.1. Online order / selection tool Bidders shall provide full details on available online/selection tools for firm orders, and list all currently available formats. Bidders shall provide information on projected availability of other formats, and their tool's Accessibility for Ontarians with Disabilities Act (AODA) compliance. Bidders shall provide information on the availability of a French language interface.

3.3.2. Electronic data interchange (EDI) Bidders shall provide full details on EDI ordering, PO acknowledgement, and invoicing. Bidders shall provide full details on on-order MARC records to facilitate the creation of brief bibliographic records and purchase orders in the local Integrated Library System (ILS).

3.4. MARC records Bidder shall describe their ability to provide MARC records for ebooks and other electronic material materials, and to meet the following requirements:

• MARC records that meet Resource Description & Access (RDA) guidelines and Library of Congress Program for Cooperative Cataloging Policy Statements (LC-PCC PS) standards for the material

• Full level encoding for material provided by the vendor • Records that meet or exceed the minimum standards for the Ontario Colleges Union Catalogue,

as approved by CLO and the Bibliographic Standards Working Group (BSWG) (see Appendix C). Bidders shall state all available options for the delivery of MARC records and any associated costs for each delivery option. Bidders shall describe their process for validating multiple ISBNs for ebooks, and whether they can supply provider neutral records. If bidders are able to provide MARC records for ebooks and other electronic material, they shall provide MARC records for the list of sample titles provided in Appendix B.

3.5. Relevant legislation 3.5.1. Copyright and distribution rights

All material supplied by the bidder shall meet Canadian copyright regulations, including distribution rights. Bidders shall describe their procedures in place to meet this requirement. Bidders shall describe their procedures to deal with allegations of copyright or distribution right infringement made after processed material has been delivered to the college libraries. This shall include information on how long after material is delivered that bidder is in a position to prove sourcing information on the delivered material.


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3.5.2. Accessibility for Ontarians with Disabilities Act (AODA) Under the AODA, college libraries need to be able to provide accessible or conversion-ready formats of:

• print resources and materials, and • digital or multimedia resources and materials by January 1, 2020.

Bidders shall provide information on how their processes and plans will assist the college libraries in meeting these requirements.

3.6. Return policy Bidders shall provide full information on their return policy, including covering return of material that has been processed before delivery to the college libraries.

3.7. Cancellations Bidders shall provide full information on cancellations:

• initiated by the college libraries • initiated by the vendor

This shall include a sample report on cancellations with a definition of explanations used. Bidders must define the options for college libraries defined automatic cancellation policies.

3.8. Reporting Bidders shall provide full details on available reports, including samples.

• Note areas where the college libraries and/or OCLS may control the frequency, format, or contents of the reports.

• How are reports made available to the college libraries and OCLS? • If the college libraries provide budget control information as part of the ordering process, what

options exist for this information to be used to format reports? Bidders shall provide information on their ability to provide the following mandatory reports:

• Collection development reports • Open orders • Cancellations, including explanations • Annual expenditures by category • Annual expenditures by fund account

Bidders shall provide information on online reporting and collection management systems, including whether their system allows for different workflows and levels of staff access. Examples should include measures that can be reported, e.g., items by LC class, by budget, by publisher.

3.9. Customer support Bidders shall describe the available mechanisms to interact with its staff, including:

• hours of operation


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• dedicated account representatives • automated services • services in French

3.10. Price changes

Bidders shall provide full information on their procedures for handling pricing changes. Bidders must define the options that exist for the college libraries to be notified when prices have changed.

3.11. Invoices Bidders shall provide information on their ability to include an invoice in each shipment for all material included in the shipment, with normal payment terms of net 45 from the date material is received at the college library. Bidders shall provide information on their ability to provide invoices via email or via online interfaces. Bidders shall provide information on their ability to include the following required information on invoices for each title shipped:

• list price • discount (if any) • unit price charged, • quantity shipped • quantity back ordered • purchase order number • processing charges (if applicable)

Bidders shall provide information on their ability to include the following information on invoices, for the shipment overall:

• total material charge, • total processing charge (if applicable) • taxes • and shipping charges

Bidders shall provide sample invoices demonstrating flexibility of invoicing options, and describe their ability to include other information (such as budget allocation information) and formatting options. Bidders shall provide information on their ability to provide invoices in Canadian dollars and payable by one of the following methods:

• cheque from a Canadian financial institution • credit card • deposit account


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3.12. Pricing 3.12.1. Basis for pricing

Bidders shall provide information on prompt payment discounts, slow payment penalties, additional costs for rush delivery, and any other additional costs for any service. College libraries expect to pay for material after the material is delivered. Bidders shall clearly indicate any material where this service is not offered and procedures proposed in such cases. Normal payment terms are net 45 from the date material is received at the college library. Volume information presented in this document is based on previous years. Volume for future years may vary significantly. Pricing that is volume sensitive must be clearly described. Prices must be valid for a minimum of one year. Bidder must provide information on pricing changes over the terms of the agreement. OCLS and the college libraries reserve the right to evaluate bids based on worst case pricing.

3.12.2. Price quote Please complete the following table. For the Material Type column, identify the discount from list price or formula used to compute cost. References to limitations, if any, should occur in the Limitations column. If more than one bid is being made or if there is different pricing based on specific factors such as volume of business, use multiple copies of this table. Clearly indicate the conditions that apply for each copy.

Material type Discount or

surcharge Limitations or other comments

General trade (print) Academic trade (print) Reference (print) Non-trade (print) General trade (ebook) Academic trade (ebook) Reference (ebook) Non-trade (ebook) Standing orders Approval plans / automatic release plans New title notification List price publishers AV titles Out-of-print titles


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3.12.3. Other pricing options Bidders shall describe other pricing options (if any) that are available that might be advantageous to OCLS or the college libraries.

3.13. Shipping

Shipments shall be sent to a delivery point designated by each individual college library. Bidder shall provide a complete description of all options for shipping (including regular, rush, next day, etc.), the costs for each option, and any surcharges that may be incurred for orders requiring special or expedited shipping.

3.13.1. Cross-border shipping assistance Bidders shall provide details of assistance available to the college libraries in the case of cross-border shipments that are delayed by Canada Customs.

3.14. Additional services One of the goals for the selection and acquisitions contracts is to optimize workflow by taking advantage of vendor services. Bidders shall describe other additional services that may assist OCLS and the college libraries in positioning for future workflow enhancements.


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4. BIDDING FORM OCLS RFQ #2018-002 – Selection and Acquisition of Library Material for Ontario's Colleges Company Company name: ______________________________________________________ Address: ______________________________________________________ ______________________________________________________ City, Province/State: ______________________________________________________ Postal/ZIP Code: ________________ Country: ______________________ Bid Contact Person Name: ______________________________________________________ Title: ______________________________________________________ Email Address: ______________________________________________________ Phone #: ( ___ ) _______________ Signing Officer Name: ______________________________________________________ Title: ______________________________________________________ Signature: ______________________________________________________ Date: ______________________________________________________ Date bid is valid until (DD/MM/YYYY)*: ____________________________________________ * All bids must be valid for at least 120 days from the date that bids are due.


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APPENDICES Appendix A: Ontario College Information

College Main campus Integrated Library System Participating1

Algonquin College Ottawa SirsiDynix Symphony* X Collège Boréal Sudbury Evergreen X Cambrian College Sudbury Mandarin Oasis X Canadore College & Nipissing University2

North Bay SirsiDynix Symphony (migrating to ExLibris ALMA)

X

Centennial College Toronto SirsiDynix Symphony* X Conestoga College Kitchener SirsiDynix Symphony* X Confederation College Thunder Bay SirsiDynix Symphony* X Durham College & University of Ontario Institute of Technology3

Oshawa SirsiDynix Symphony (UOIT migrating to ExLibris ALMA)

X

Fanshawe College London SirsiDynix Symphony X Fleming College Peterborough SirsiDynix Symphony* X George Brown College Toronto SirsiDynix Symphony* X Georgian College Barrie SirsiDynix Symphony* X Humber College Toronto SirsiDynix Symphony* X Lambton College Sarnia Mandarin M3 X La Cité collégiale Ottawa SirsiDynix Symphony* Loyalist College Belleville Mandarin M3 (migrating to ExLibris ALMA) X Mohawk College Hamilton Evergreen X Niagara College Welland Evergreen Northern College Timmins SirsiDynix Symphony* X Sault College Sault Ste. Marie SirsiDynix Symphony* X Seneca College Toronto ExLibris ALMA X Sheridan College Oakville SirsiDynix Symphony* X St. Clair College Windsor Surpass Centriva X St. Lawrence College Kingston SirsiDynix Symphony* X

1 Column indicates colleges that participated under at least one of the OCLS managed service agreements for selection and acquisition during FY 2017/18. 2 Canadore College and Nipissing University share a library and share budgets for the library. 3 Durham College and University of Ontario Institute of Technology share a library, but maintain separate budgets. * Indicates which colleges use the OCLS managed SirsiDynix Symphony system.


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Appendix B: Sample titles The following sample titles are provided to allow for evaluation of material availability and pricing (all material), and MARC record content (ebook and electronic material only). For each title, the bidder shall include:

• List price • Price actually charged to a library receiving the same discount being quoted in this bid • The vendor’s MARC record for this title as supplied to one or more of the vendor’s customers

(ebooks only) • The name of one or more libraries receiving this MARC record from the vendor (ebooks only).

Titles not supplied If a vendor has not supplied one of the listed titles to a library, the vendor shall provide alternative titles in the same format, intellectual level, and pricing range as the title omitted, if the vendor is bidding on this format of material. Important: Alternative titles must have been delivered to libraries in the period 3–12 months before the date of this RFQ. Changes in pricing or cataloguing practice If there have been changes in the pricing structure or cataloguing practice between the time that the selected titles were supplied and the present, the bidder shall note this. However, prices as delivered and MARC records as delivered shall still be reported.

PRINT TITLE / ISBN List Price Discount Customer Comments A practical guide to Linux commands, editors, and shell programming / 9780134774626

Advertising and promotional culture : case histories / 9781137026248

Canadian guide to uniform legal citation / 9780779885824

The creator’s game : lacrosse, identity, and Indigenous nationhood / 9780774836029

Excessive force : Toronto’s fight to reform city policing / 9781771621830

Health promotion throughout the lifespan / 9780323569101

Indigenous tourism movements / 9781442628298


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Leininger’s transcultural nursing: concepts, theories, research, & practice / 9780071841139

Making jeans green : linking sustainability , business and fashion / 9780815391852

Mécanique de l'ingénieur Version SI, 8e edition / 9782893775692

Mental health awareness : practical skills for first responders / 9781772552553

EBOOK TITLE / ISBN List Price Discount Customer Comments

Advanced infrastructure penetration testing: defend your systems from methodized and proficient attackers / 9781788623414

3D lighting: history, theory, and application / 9781315185279

The age of overwhelm: strategies for the long haul / 9781523094752

The Agile developer’s handbook: get more value from your software development: get the best out of the Agile methodology / 9781787280731

Instagram for business for dummies / 9781119439806

Aircraft Powerplants, ninth edition / 9781259835711

Social systems engineering: the design of complexity / 9781118974421

Film and video editing theory: how editing creates meaning / 9781315475011

*Based on additions made in the CUC, held by several colleges in the past 6 months.


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Appendix C: Colleges Union Catalogue minimum standards, RDA version

MARC records shall meet Resource Description & Access (RDA) guidelines and Library of Congress - Program for Cooperative Cataloging Policy Statements (LC-PCC PS) standards for the material. Full level encoding is expected for material provided by the vendor. In addition, records shall meet or exceed the minimum standards for the Ontario Colleges Union Catalogue, as approved by CLO and the Bibliographic Standards Working Group (BSWG). Bidders must state how full MARC records provided under Section 3.4: MARC records will meet or exceed the minimum standards outlined in the Colleges Union Catalogue minimum standards document. The minimum standards are subject to change. Bidders shall describe their ability to respond to changes to the minimum standards throughout the term of the contract. Please note: Minimum standards document begins on the next page


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BOOK EBOOK SERIAL ESERIAL THESIS LOOSE-LEAF WEBSITEX Leader/06 Type of record a a a a t a aX Leader/07 Bibliographic level m m b/s b/s m i i

Leader/17 Encoding level

Leader/18 Descriptive cataloging form

X X 001 Control numberX 007/00 Category of material c

008/06 Type of dateX 008/07-10 Date 1

X 008/11-14 Date 2

008/15-17 Place of Publication008/18 Type of material data elements Illustrations Frequency Frequency Frequency Frequency008/21 Type of material data elements Illustrations p p l w

X 008/23 Form of item s/o s/oX 008/35-37 Language

010 LC control number016 NLC

X X 020 ISBNX X 022 ISSNX X 035 System control number

040 Cataloguing source041 Language code050 LC call number055 Can. call number090 Local call number

X X 1XX Main entryX X 245 Title statement

246 Variant title250 Edition statement

X X 260 or 264 ImprintX X 300 Physical description

310 Frequency Not applicable

X X 336 Content typeX 337 Media type

X X 338 Carrier typeX X 362 Date of publication

Not applicable As established in 008/18 As established in 008/18

As established in 008/18

050$a Classification; 050$b CutterIn the absence of 050

In the absence of an 050 or 055

If needed particularly for bilingual titles, earlier title formsUse if applicable Not applicable

RDA core

CUC min req

Matching point

Optional. Used for bi/multilingual items. If $a or $d exists and is followed by another $a, it is bilingual. If it is RDA, should have $eRDA.

Should be one of: #/1/2/3/4/5/7/8/u/z

Should be one of: a/i/c

Should be one of: b/c/d/e/i/k/m/n/p/q/r/s/t/u/|

If availableIf available

http://www.loc.gov/marc/countries/countries_name.html

If available

Print *Under review Sep 2018 subject to change

Mandatory for all item types

Mandatory for all item types. $c is mandatory for all item types.Mandatory for all item types

Mandatory if RDA

If available

If available

Mandatory when 245 first indicator = 1

If available

If 008/06 = n; date1 is not mandatory. If date 1 is present, must equal to 260$c or 264$cIf 008/06 = d/m/q/r/t, Date 2 is Mandatory. If 008/06 = p/s, Date 2 is Optional. If 008/06 = c, Date 2 must equal

9999. If 008/06 = n, do not check Date 1 or Date 2.


MARC DescriptionItem types

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BOOK EBOOK SERIAL ESERIAL THESIS LOOSE-LEAF WEBSITERDA core

CUC min req

Matching point

Print *Under review Sep 2018 subject to change


490 Series Statement

500 General notes"Source title taken from.."

"Viewed on…"

"Source title taken from.." and "Latest

issue consulted…"


issue consulted…" and "Viewed

on…"

"Source title taken from.."


consulted…"

"Source title taken from.." and "Viewed

on…"

538 System Requirements

System requirements

such as: operating system, memory

requirements, peripheral

requirements, browser, etc.

If applicable If applicable

X X 546 Language note6XX Subject Headings7XX Added Entry780785830 Series Added Entry856 If applicable

600 or 610 or 611 or 630 or 650Add for 1st statement of

Preceding title and ISSNContinued by title and ISSN

As recorded in 490

Use if applicable Not applicable

Mandatory if bilingual

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AUDIO_CASS AUDIO_CD AUDIO_STRD MICROFORM FILM VHS VIDEO_DVD VIDEO_STRDX Leader/06 Type of record i/j i/j i/j g g g g g

Leader/17 Encoding levelLeader/18 Descriptive cataloging form

X X 001 Control numberX 007/00 Category of material s + c h m v v v + c

X 007/01 Specific material desiganation s d z + r f d z + r


X 008/11-14 Date 2

008/15-17 Place of Publication

008/18Type of material data elements

X 008/23 Form of item o/sX 008/29 Form of item oX 008/35-37 Language

010 LC control number016 NLC

X X 024 Other standard identifier

X X 028Publisher or Distribution number

X X 035 System control number040 Cataloguing source041 Language code

050 LC call number

055 Can. call number

090 Local call number

X X 1XX Main entryX X 245 Title statement

246 Variant title250 Edition statement

X X 260 or 264 Imprint



Use if applicableIf needed particularly for bilingual titles, earlier title forms

Not applicable

Optional. Used for bilingual items. If $a or $d exists and is followed by another $a, it is bilingual. 050$a Classification; 050$b

Cutter050$a Classification; 050$b Cutter

In the absence of 050 In the absence of 050

If 008/06 = d/m/q/r/t, Date 2 is Mandatory. If 008/06 = p/s, Date 2 is Optional. If 008/06 = c, Date 2 must equal 9999. If 008/06 = n, do not check Date 1 or Date 2.

Mandatory for all item types. $c is mandatory for all item types.

Optional. If it is RAD, should have $eRDA.If available

If available

If available

If availableMandatory for all item types

http://www.loc.gov/marc/countries/countries_name.html

Running Time

If available

Mandatory when 245 first indicator = 1Mandatory for all item types

Audio/Visual*Under review Sep 2018 subject to changeItem types

If 008/06 = n; date1 is not mandatory. If date 1 is present, must equal to 260 $c or 264 $c

If available

RDA core

CUC min req

Matching point

MARC Description

Should be one of: #/1/2/3/4/5/7/8/u/z Should be one of: a/i/c

Optional. Should be one of: b/c/d/e/i/k/m/n/p/q/r/s/t/u/|










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AUDIO_CASS AUDIO_CD AUDIO_STRD MICROFORM FILM VHS VIDEO_DVD VIDEO_STRD

Audio/Visual*Under review Sep 2018 subject to changeItem typesRDA

coreCUC min

reqMatching

pointMARC Description

X X 300 Physical descriptionX X 336 Content type

X 337 Media typeX X 338 Carrier type

490 Series Statement

500 General notes

Source title taken from… “Heard on…” (MARC record

is representative

of item as heard on this

date)

Source title taken from…

“Viewed on…” (MARC

record is representative of item as

heard on this date)

508Creation and Production credits

511Participant and performer note

518Date Time and Place of Event note

520 Summary

538 System Requirements

System requirements,

mode of access if available

System requirements

, mode of access if available

X X 546 Language note6XX Subject Headings

7XX Added Entry

830 Series Added Entry856 If applicable

Other creation/production credits (other than 245$c)

Notable participants and performers

Original broadcast note and details of the event

Summary

System/equipment requirements

System/equipment requirements

Mandatory if bilingual 600 or 610 or 611 or 630 or 650

Add for 1st statement of responsibility if record is a title main entry; include for additional statements of responsibility

As recorded in 490

Source title was taken from if not found in preferred source

of information, i.e.., “Title from container.”

Source title was taken from if not found in preferred source of information, i.e.., “Title from

container.”


Mandatory if 040 $eRDA is present

Not applicable







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IMAGE MUSIC MAP VIDEOGAME COMP_SOFT CDROM PHYS_OBJET KIT MIXEDX Leader/06 Type of record k c e m m a/e/c/t/k/m r o p

Leader/17 Encoding levelLeader/18 Descriptive cataloging form

X X 001 Control numberX 007/00 Category of material c c c

X 007/01 Specific material designation b/c/d/e/k/o/r/s b/c/d/e/k/o/r/s o


X 008/11-14 Date 2

X 008/23 Form of item o/q o/q

X 008/26 Type of computer file g b/c/h/j/ibrush up against

incoming item type

X 008/35-37 LanguageX X 010 LC control numberX X 020 ISBNX X 022 ISSNX X 035 System control number

040 Cataloguing source041 Language code

X X 1XX Main entryX X 245 Title statementX X 260 or 264 ImprintX X 300 Physical descriptionX X 336 Content type

X 337 Media typeX X 338 Carrier typeX X 362 Dates of publication X X 546 Language note

Should be one of: #/1/2/3/4/5/7/8/u/z Should be one of: a/i/c

Optional. Should be one of: b/c/d/e/i/k/m/n/p/q/r/s/t/u/|

Mandatory when 245 first indicator = 1Optional. Used for bilingual items. If $a or $d exists and is followed by another $a, it is bilingual.

Optional. If it is RAD, should have $eRDA.

Mandatory for all item typesIf availableIf availableIf availableIf available

Mandatory if bilingual

If 008/06 = n; date1 is not mandatory. If date 1 is present, must equal to 260 $c or 264 $c.If 008/06 = d/m/q/r/t, Date 2 is Mandatory. If 008/06 = p/s, Date 2 is Optional. If 008/06 = c, Date 2 must equal

9999. If 008/06 = n, do not check Date 1 or Date 2.

Hybrid/Other*Incomplete and under review Sep 2018 subject to changeRDA core

CUC min req

Matching point


Mandatory for all item typesMandatory for all item types. $c is mandatory for all item types.


Mandatory if 040 $eRDA is present

Mandatory for serials, when Leader/07 = s

If available





















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