HomeMy WebLinkAboutC-2995(A) - Purchase and License Agreement (for Library Computer System)Purchase and License Agreement between
epixtech, ina
and
the City of Newport Beach
TABLE OF CONTENTS
Section Page
1. FURNISHING OF EQUIPMENT AND SOFTWARE .......................................................................................
...............I............... 1
2. TERM ....................................................................................................................................................................
............................... 1
3. CONTRACT DOCUMENTS ................................................................................................................................
..............................1
4. DEFINITION OF TERMS .....................................................................................................................................
..............................2
5. RISK OF LOSS ......................................................................................................................................................
..............................2
6. WARRANTY .........................................................................................................................................................
..............................2
7. ADDITIONAL FUNCTIONALITY .....................................................................................................................
..............................3
8. PAYMENT SCHEDULE .......................................................................................................................................
..............................3
9. TAXATION ............................................................................................................................................................
..............................4
10. SOFTWARE LICENSE .........................................................................................................................................
..............................4
11. PATENT AND COPYRIGHT PROTECTION ...................................................................................................
............................... 6
12. INDEMNIFICATION AND LIMITATION OF LI ABILITY ..............................................................................
..............................7
13. INSURANCE ........................................................................................................................................................
............................... 7
14. LIBRARY RESPONSIBILITIES ..........................................................................................................................
..............................8
15. ASSIGNMENT ......................................................................................................................................................
..............................8
16. NO WAIVER ..........................................................................................................................................................
..............................8
17. FORCE MAJEURE ...............................................................................................................................................
............................... 8
18. NOTI CES ................................................................................................................................................................
..............................8
19. SEVERABILITY ....................................................................................................................................................
..............................9
20. GOVERNING LAW ..............................................................................................................................................
..............................9
21. NONDISCRIMINATION ......................................................................................................................................
..............................9
22. AGREEMENT EXTENSION AND MODIFICATION CLAU, SE ......................................................................
..............................9
23. RETURNS ..............................................................................................................................................................
..............................9
24. NON - COLLUSION COVENANT ........................................................................................................................
..............................9
25. HEADINGS NOT CONTROLLING ....................................................................................................................
..............................9
26. STATEMENT OF CONFIDENTIALITY ...........................................................................................................
.............................10
27. ENTIRE AGREEMENT .......................................................................................................................................
.............................10
28. DUPLICATE ORIGINALS ..................................................................................................................................
.............................10
RIDERS
PURCHASE AGREEMENT
This Agreement is made and entered into by and between epixtech, inc. (hereinafter referred to as "epbaech'%having its
offices at 400 West 5050 North, Provo, Utah 84604 and the City of Newport Beach for its library (hereinafter referred to as
the "Library"), having its offices 3300 Newport Road, Newport Beach, California 92660. The term "epixtech" shall
also refer to the company, its agents, suppliers, and its subcontractors.
RECITALS
WHEREAS, the Library is currently licensed to use epixtech software in the UniVerse database environment and is
desirous of changing to an Structured Query Language (SQL) based relational database environment in order to use
epWech's Horizon Sunrise software; and
WHEREAS, the Library desires to contract with epixtech to obtain the Equipment, licenses to the Software, and other
services described herein to migrate to a SQL -based database environment, and epixtech desires to contract with the
Library to provide said Equipment, license to the Software and the services described herein;
NOW THEREFORE, in consideration of the mutual covenants, promises and undertakings contained herein, the parties
hereto hereby agree as follows:
1. FURNISHING OF EQUIPMENT AND SOFTWARE
Subject to the terms and conditions set forth herein, epixtech agrees to provide at locations specified by the
Library, and the Library hereby agrees to purchase the goods and services described in Rider A.
2. TERM
This Agreement is for the purchase of the licenses, goods, and services described in Rider A. Ongoing software
and hardware maintenance shall be covered in a separate maintenance agreement between the epixtech and the
City of Newport Beach.
3. CONTRACT DOCUMENTS
The contract documents are this Agreement, including the following Riders attached hereto:
Rider A.
Configuration
Rider B.
Operating System License
Rider C.
Testing Procedures
Rider D.
Workstation Requirements
Each of these documents is incorporated herein by this reference as if set forth in full, and shall constitute a part
of this Agreement.
The failure of this Agreement to include reference to any matter contained in any other contract document shall
not be deemed to constitute a conflict.
City of Newport Beach - Page I
CONPmENTL AND PROPRIETARY
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4. DEFINITION OF TERMS
A. Equipment. The items listed on Rider A hereto under the subheadings Bundled Hardware.
B. System: The total complement of Equipment and Licensed Software furnished and maintained by
epixtech which operates on the Database Server and on Workstation(s) supplied by the Library.
C. Licensed Software (or Software): Each epixtech -brand Licensed Software product listed in Rider B under
the subheadings Core Software and Additional Software, including machine - readable object code (not
source code) for such product, any user documentation for such product, and any other related materials
which are furnished to the Library by epixtech for use in connection with such product, as well as any
epixtech- developed software modules that are purchased subsequent to ibis Agreement.
D. Database Server. The HP L1000 computer acquired and operated by the Library and approved by
epixtech to provide database management services in connection with the Licensed Software.
E. WebPAC Server: The computer acquired and operated by the Library and approved by epixtech to
provide web access and gateway services to the Database Server in connection with the Licensed
Software.
F. Workstation: An end user machine provided by the Library on which client software operates to access
the Database Server and which meets or exceeds the specifications required for operation of the Licensed
Software as described in Rider D.
5. RISK OF LOSS
epixtech is responsible for all risks of loss or damage to Equipment furnished under this Agreement until
delivery is made inside the Library premises. Thereafter the Library will be responsible for risks of loss or
damage, except for loss or damage caused by epixtech in the process of installation.
Title to the Equipment shall pass from epixtech to the Library upon completion of the Equipment installation.
6. WARRANTY
A. epixtech warrants that epixtech has the right to license the Licensed Software and to sell the Equipment, and
other products which are described in Rider A of this Agreement.
B. epixtech warrants that the Licensed Software delivered will perform the functions defined by the user
manuals.
C. epixtech warrants that all of the Equipment described in Rider A will be delivered new and not as "used"
Equipment unless the fact that Equipment has been used has been disclosed to and approved by the Library.
D. epixtech warrants that the Software modules intended to replace the Library's existing Dynix modules (i.e.,
all modules listed under the subheadings Core Software and Additional Software in Rider A with the
exception of PC Reliance) shall be maintained by epixtech at epixtech's expense for a period of six (6)
months from installation. Any other Software modules described in Rider A shall be maintained by
epixtech at epixtech's expense for a period of one (I) year from installation.
E. Equipment comes with a manufacturer's warranty if available.
City of Newport Beach - Page 2
CONFICeMAL AND PROPRIETARY
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F. epixtech warrants that it is an authorized distributor for the sublicensed software, and that with the execution
of this Agreement, the Library will -have the right to use the sublicensed software needed for operation of
the System. The sublicense in Rider B hereto is for the Sybase sublicensed software only. Any other
sublicensed software described in Rider A will contain a license in the software or its accompanying
documentation.
The warranties specified above do not cover damage, defect, malfunctions or failure caused by: (i) failure by the
Library to follow epixtech's and the manufacturer's installation, operation, or maintenance instructions or its
failure to fulfill its obligations under this Agreement, (ii) the Library's modification or relocation of the
Designated Server, (iii) the Library's abuse, misuse or negligent acts, (iv) power failures or surges, lightning,
fire, flood, accident, actions of third parties and other events (including those described in Section 17), outside
epixtech's reasonable control, and (v) improper operating environment for the Equipment, including insufficient
electrical and telecommunications connections.
THE FOREGOING WARRANTIES ARE EXCLUSIVE AND ARE IN LIEU OF ALL OTHER
WARRANTIES OF ANY TYPE WHETHER EXPRESSED OR IMPLIED, INCLUDING
WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
7. ADDITIONAL FUNCTIONALITY
A. epixtech commits to have the following three (3) functions available by the Library's first operational day
using the Horizon system: (1) selection list interface for branches with running totals for the cost of branch
selections; (2) MARC record file loading into operator - designated acquisitions selection list; (3)
acquisitions order interface with Brodart for ordering shelf -ready books.
B. The following ConnectLib modules shall have comparable but not identical functionality between the
versions the Library is using with Dynix and the versions the Library shall use with Horizon Sunrise:
TeleCircll, RPA, and DebtCollect (with appropriate profiling by epixtech and the Library). PAC for
Windows does not integrate Community Resources menus in the same way as Dynix, but the Horizon
Sunrise Community Resources module is still available on the Workstations.
8. PAYMENTSCHEDULE
epixtech shall submit all invoices to the Library at the address shown in the first paragraph of this Agreement.
The Library is solely responsible for payment of all invoices. epixtech will not provide multiple invoices or bill
entities other than the Library, including consortium members or governing boards, unless stated otherwise in
this Agreement. Invoices shall be considered past due 30 days after the date shown thereon. Late invoices are
subject to 1'/2% per month interest charge (18% per annum). Payment is due upon invoice for successful
completion of contract milestones as shown below:
City of Newport Beach - Page 3
WNP1130n LAND PROPRIETARY
*MILESTONE
% PAYMENT
AMOUNT
Contract Signing
10"/"
9,838
Staging of Database Server
50%
49,192
Delivery of Software & Completion of Data Load Test
25%
24,596
Completion of Training on Cat, Circ, PAC modules
5%
4,919
Completion of Module Functionality Tests **
Cataloging
2%
1,968
Circulation
2%
1,968
PAC
2%
1,968
Acquisitions
2%
1,968
Serials
2%
1,968
TOTAL
-- - - - ---
100%
- - --- --
$98,385
* Any applicable sales taxes will be added to your invoice.
** Must be completed or waived within 30 days of training.
9.
10.
TAXATION
The Library shall identify to epixtech all sales and use taxes which it may be required to pay in the execution of this
Agreement. The Library agrees to indemnify epixtech for all taxes which epirtech may be required to collect and
pay or have not been paid by the Library, together with any legal fees, penalties, interest and/or other charges which
may be incurred by epixtech in relation to the assessment and payment of taxes in the event the Library fails to
identify all such taxes.
If the Library is exempt from taxes, photocopies of applicable certificates demonstrating exemption shall be
provided by the Library prior to the execution of this Agreement.
SOFTWARE LICENSE
A. GENERAL
Subject to the terms and conditions hereinafter set forth, epbaech hereby grants to the Library a
nontransferable, nonassignable, nonsublicenseable, nonexclusive and royalty -free license (the "License'
to use the Licensed Software solely in the conduct of the business of the Library on the Database Server
and Workstations for the number of seats shown in Rider A. Licensed Software will be provided by
epbriech to the Library pursuant to the terms of this Agreement, only in machine - readable object code.
The Library acknowledges that by virtue of this License, the Library acquires only the right to use the
original and permitted duplicate copy of the Licensed Software as described herein and does not acquire
any rights of ownership in the Licensed Software which rights shall remain exclusively with epivech.
The tern of License shall commence upon delivery of the first module of Licensed Software and shall
remain in force as long as the Library is in compliance with all the provisions of the Agreement.
City of Newport Beach- Page 4
cohmENnAL AND PROPRIErARY
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B. RIGHT TO COPY
No portion of the Licensed Software or any updates or enhancements to the Licensed Software may be
duplicated by the Library except that the Library may make one copy of the machine - readable portion
thereof for normal security backup purposes, provided that the Library properly reproduces on such copy
all notices of epixtech's patent, copyright, trademark, and/or trade secret rights.
C. TITLE TO SOFTWARE
epixtech retains ownership of all Licensed Software and related documentation.
Within thirty (30) days from the date of the Library's discontinuance of the use of any portion of the
Licensed Software licensed hereunder, the Library shall famish epixtech with written notice certifying that
through its best efforts and to the best of its knowledge, all machine- readable code, user documentation or
other related materials provided to the Library with such Licensed Software, including any copy thereof,
whether in whole or in part, have been destroyed or returned as follows:
All documents relating to such discontinued portion of the Licensed Software shall be returned to
epixtech; and
2 The originals and all copies of any machine - readable materials containing all or any portion of the
discontinued Licensed Software shall be destroyed or purged so as to totally remove from such
machine - readable materials all codes relating to the discontinued portion of the Licensed Software.
D. MATERIALS DEVELOPED BY epixtech OR THE LIBRARY
The Library agrees that all training and procedural materials developed by epixiech in conjunction with
the Licensed Software shall be the property of epixtech. The Library further agrees that additions and
supplements to the Licensed Software which may be developed for the Library through the reimbursed or
unreimbursed efforts of epirtech employees or agents shall be the exclusive property of epixtech. All
software, training and procedural materials developed by the Library acting without epixtech shall be the
exclusive property of the Library.
E PROPRIETARY RIGHTS
epixtech retains for itself, and the Library acknowledges that epixtech so retains, all proprietary rights in
and to all designs, engineering details, and other software pertaining to the System, and any and all such
Systems. The Licensed Software shall be deemed to be the trade secrets of epixtech. The Library shall
not reverse assemble, reverse compile or translate any portion of the Licensed Software.
F. PROTECTION OF PROPRIETARY INFORMATION
The Library recognizes and agrees that all Licensed Software and updates of Licensed Software which are
provided to the Library:
I. are considered by eptxtech to be trade secrets of epb tech;
2. are furnished by epixtech to the Library in confidence; and
3. contain proprietary and confidential information.
City of Newport Beach- Page 5
00N [NnA A V PROPRIETARY
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epixtecHs placement of a copyright notice on any portion of any Licensed Software or any update to such
Licensed Software will not be construed to mean that such portion has been published and will not
derogate from any claim that such portion is a trade secret or contains proprietary and confidential
information of epixtech.
To the extent authorized by law, the Library agrees to hold all such Licensed Software and updates and
enhancements to the Licensed Software, in confidence at least to the extent that it protects its own similar
confidential information and to take all reasonable precautions consistent with general accepted standards
in the data processing industry to safeguard the confidentiality of such information. No portion of any
update or enhancement to the Licensed Software may be disclosed, furnished, transferred or otherwise
made available by the Library to any person except to those of its employees who need to use such
information in accordance with this Software License. The Library agrees to take appropriate action by
instruction, agreement and otherwise with its employees to inform them of the trade secret, proprietary,
and confidential nature of the Licensed Software and the updates and enhancements disclosed to the
Library under this Agreement, and to obtain their compliance with the terms hereof. The obligations of
this paragraph will survive the termination of this Agreement.
G. ACCESS TO SOURCE CODE
Copies of the Licensed Software in machine - readable source code along with necessary documentation for
installing, maintaining or modifying the Licensed Software have been deposited with Data Securities
International, Inc., of San Diego, California, under a deposit agreement. epixtech shall maintain in good
force for the duration of this Agreement a deposit agreement and will not cancel or modify said deposit
agreement without thirty days notice to the Library. The Library shall be entitled to access the materials in
escrow if, i) it is covered at the time of request by software maintenance and, according to the terms of the
deposit agreement, essential services cannot be made available to the Library by epixtech; and ii) the
Library is a registered licensee with Data Securities International, Inc. The Library may become a
registered licensee either directly with Data Securities International, Inc. or by becoming a member of the
Horizon Software Users' Group which is itself a registered licensee.
11. PATENT AND COPYRIGHT PROTECTION
epixtech will: (1) assume the defense of any suit brought against the Library for infringement of any United
States patent or copyright to the extent it is based upon the Equipment or Licensed Software provided under this
Agreement; (2) defray the expense of such defense; and (3) indemnify the Library against any monetary
damages and/or costs in such suit; provided that: (1) epixtech is given sole and exclusive control of the defense of
such suit and sole and exclusive control of negotiations relative to the settlement thereof; (2) the liability claimed
shall have arisen solely because of epixtech's selection as to the design or composition of the Licensed Software
or the Equipment, and that the Licensed Software or the Equipment is used by the Library in the form, state or
condition as delivered by epixtech; (3) that the Library shall have substantially performed all of its obligations
under this Agreement; and (4) that the Library provides epbaech with written notice of any claim with respect to
which the Library asserts that gpixtech assumes responsibility under this Article within 10 days of receipt of
notice of such a claim by the Library.
Should any Equipment or Licensed Software which has not incurred any unauthorized modifications or
combinations become, or in epixtecHs opinion be likely to become, the subject of a claim of infringement, then
the Library shall permit epixtech, at epixtecHs option and expense, either to: (i) procure for the Library the right
to continue using the Equipment and Licensed Software, or (ii) replace or modify the Equipment or Licensed
Software so that it becomes non - infringing and functionally equivalent, or upon failure of (i) and (ii), despite the
reasonable efforts of epixtech, (iii) buy back the Equipment or Licensed Software at the Library's net book value.
City of Newport Beach- Page 6
CDNParENnAL AND PRMMTARY
• i
THIS ARTICLE STATES THE ENTIRE LIABILITY OF epbaech FOR PATENT OR COPYRIGHT
INFRINGEMENT BY THE LICENSED SOFTWARE OR THE EQUIPMENT OR ANY PORTIONS
THEREOF.
12. INDEMNIFICATION AND LIMITATION OF LIABILITY
epixtech will assume the defense of, and indemnify and save harmless, the Library, its officers and employees
from and against all damages and liability resulting directly from gross negligence or willful misconduct of
epixtech in the performance of this Agreement.
epixtech will effect the repair or replacement of the system or correct the performance of its services in
accordance with Section 6, and this will constitute its and its suppliers' sole liability for any failure or defects of
such system or services;
epixtech's and its suppliers' liability on any claims for damages, losses or expenses arising out of this Agreement
will be limited to direct damages and will not exceed the system purchase price, except as provided in Section
11, the preceding paragraph, or for personal injury and damage to tangible personal property claims;
NOTWITHSTANDING ANY OTHER PROVISION OF THIS AGREEMENT, NEITHER epixxtech, ITS
AFFILIATES, SUBSIDIARIES, PARENT CORPORATION, ANY OF ITS PARENT
CORPORATION'S AFFILIATES OR SUBSIDIARIES, INCLUDING THEIR OFFICERS,
DIRECTORS, EMPLOYEES OR AGENTS, NOR epbaech SUPPLIERS, INCLUDING THEIR
OFFICERS, DIRECTORS, EMPLOYEES OR AGENTS NOR THEIR SUBSIDIARIES, SHALL BE
LIABLE TO OR THROUGH THE LIBRARY FOR ANY INDIRECT, INCIDENTAL OR
CONSEQUENTIAL DAMAGES (INCLUDING BUT NOT LIMITED TO LOST PROFITS, LOST
REVENUE OR FAILURE TO REALIZE EXPECTED SAVINGS) SUSTAINED OR INCURRED IN
CONNECTION WITH THE PERFORMANCE OR NONPERFORMANCE OF WORK UNDER THIS
AGREEMENT AND ANY AMENDMENTS THERETO, OR THE PROVISION, USE OR OPERATION
OF THE SYSTEM OR SERVICES PROVIDED OR SOLD HEREUNDER, REGARDLESS OF THE
FORM OF ACTION AND WHETHER OR NOT SUCH DAMAGES ARE FORESEEABLE;
THIS SECTION 12 SHALL SURVIVE FAILURE OF ANY EXCLUSIVE REMEDY.
13. INSURANCE
During the performance of this Agreement, epixtech will maintain in full force and effect the following insurance
coverage:
A. WORKERS COMPENSATION
Full Worker's Compensation in full compliance with applicable state statutes.
B. GENERAL LIABILITYINSURANCE
epixtech shall provide sufficiently broad coverage to include:
General Liability Insurance
Personal Injury Liability
The amount of the policy shall be no less than $1,000,000 Single Limit per occurrence and no more than
$2,000,000 in the aggregate, issued by an insurer licensed to do business within the State of California.
City of Newport Beach- Page 7
CONFmRmALA PROPR0 y
epixtech will have a certificate of insurance completed and filed with the director of the Library within
thirty (30) days of the execution of this Agreement. No cancellation, change in coverage, or expiration by
the insurance company or the insured shall occur during the term of this contract, without thirty (30) days
written notice to the Library prior to the effective date of such cancellation or change in coverage.
14. LIBRARY RESPONSIBILITIES
The Library will, at its own expense, prepare the site or sites for installation of the Database Server,
Workstations, and network it has acquired to run the Software.
The Library will provide epixtech with adequate and timely support or information with regard to its
administrative, operational and management procedures, and any data necessary to effectively complete
installation or implementation of the System and other products. Once the installation has been completed, the
Library will manage and operate the System and other products.
15. ASSIGNMENT
No assignment of this Agreement or any right or interest herein by either party will be effective unless the other
party has given its written consent to such assignment. However, epixtech may assign this Agreement to an
affiliate or subsidiary of epixtech or its parent corporation within its corporate structure, including its affiliates,
subsidiaries and parent corporation, or assign its rights to receive payments hereunder without the Library's
consent.
16. NO WAIVER
No waiver of any breach of any term or condition of this Agreement shall be construed to waive any subsequent
breach of the same or any other term or condition of this Agreement
17. FORCE MAJEURE
The parties will exercise every reasonable effort to meet their respective obligations hereunder but shall not be
liable for delays resulting from force majeure or other causes beyond their reasonable control, including, but not
limited to, compliance with any Government law or regulation, acts of God, acts of omission, fines, strikes,
lockouts, national disasters, wars, riots, transportation problems and/or any other cause whatsoever beyond the
reasonable control of the parties.
Ry11111111111 �f811#T *l
All notices given hereunder will be sent registered, certified or overnight delivery, addressed to the other party at
the addresses shown in the fast paragraph of this Agreement or such other address as either party may specify in
writing.
City of Newport Beach- Page 8
CDWLD MI AND MOMMTAKY
19. SEVERABILITY
0
If any provision of this Agreement shall be held to be invalid, illegal or unenforceable, the validity, legality and
enforceability of the remaining provisions shall not in any way be affected or impaired.
20. GOVERNING LAW
This Agreement shall be governed by the laws of the State of California.
21. NONDISCRIMINATION
Neither epixtech, nor any officer, agent, employee, servant or subcontractor of epixtech shall discriminate in the
treatment or employment of an individual or groups of individuals on the grounds of race, color, religion,
national origin, age, sex or disability unrelated to job performance, either directly, indirectly or through
contractual or other arrangements.
22. AGREEMENT EXTENSION AND MODIFICATION CLAUSE
The Agreement may be modified or extended in accordance with the following procedures: In the event that all
parties to the Agreement agree that such changes would be of a minor and nonmaterial nature, such changes may
be effected by a written statement which describes the situation and is signed, prior to the effectiveness, by both
parties. In the event that the changes are determined by either or both parties to the Agreement to be of a major
or complex nature, then the change shall be by formal amendment of the Agreement signed by the parties and
made a permanent part of the Agreement.
23. RETURNS
The Library may incur restocking fees and other like assessments if it changes the types and quantities of items
purchased under this Agreement after the items have been ordered. Compaq Computer Corporation and Dell
Computer Corporation will not allow the Library to return items. Hewlett Packard will not allow the return of
their PC's. Should epixtech order items for the Library from these companies, the Library will be responsible
for the cost thereof.
24. NON - COLLUSION COVENANT
epixtech hereby represents and agrees that it has in no way entered into any contingent fee arrangement with any
firm or person concerning the obtaining of this Agreement with the Library. epixtech has received from the
Library no incentive or special payments, or considerations not related to the provision of automation systems
and services described in this Agreement.
25. HEADINGS NOT CONTROLLING
Headings and titles used in this Agreement are for reference purposes only and shall not be deemed a part of this
Agreement.
City of Newport Beach- Page 9
CONFIDENTW. AND PRO� Y
26. STATEMENT OF CONFIDENTIALITY
EXCEPT TO THE EXTENT REQUIRED BY LAW AND INSOFAR AS IS REASONABLY
NECESSARY IN ORDER TO REVIEW AND EVALUATE THE INFORMATION CONTAINED
HEREIN, the contents of this document are unpublished, proprietary and confidential and may not be copied,
disclosed, or used, in whole or in part, without the express written permission of epixtech,
27. ENTIRE AGREEMENT
The terms contained in this Agreement and any attachment(s) referred to herein constitute the entire
agreement between the parties with respect to the subject matter hereof, superseding all prior understandings,
proposals and other communications, oral or written. Neither party shall be bound by any pre-printed terms
additional to or different from those in this Agreement that may appear subsequently in the other party's form
documents, purchase orders, quotations, acknowledgments, invoices or other communications.
28. DUPLICATE ORIGINALS
This Agreement may be executed in duplicate originals. Each duplicate signed by both epixtech and the
Library shall be deemed an original copy of the Agreement.
IN WITNESS WHEREOF, the parties have caused this Agreement, which shall inure to the benefit of and be binding
upon the successors of the respective parties, to be signed and entered as of the last date indicated below.
epixtech, inc.
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City of Newport Beach -Page 10
CONFIDENTIAL AND PROPRIETARY
.,
RIDER A
CONFIGURATION # 33639
Unit Extended Annual
item Description Price Price Maint
CORE SOFTWARE
I Public CorePak License 101 -200 Seats Tier 53,550 53,550
Public CorePak includes Cataloging, Circulation, PAC, iPAC / WebPAC, and
Inventory
1 CorePak +2: Acquisitions License 101 -200 Seats Tier 10,710 10,710
1 CorePak +2: Serials License 101 -200 Seats Tier 10,710 10,710
Note: Other than iPAC, CorePak includes training for all selected CorePak modules
200 Per Seat License 101 -200 Seats Tier
300 60,000
I Additional Database - Same Profile 5,000 5,000
*This is a copy of the Library's real database for testing and
training. The Library can load new releases and try them fast and
train new employees here w/o affecting the real system.
* Additional Database on same server as original.
ADDITIONAL SOFTWARE
8,033
1,607
1,607
9,000
600
1 Debt Collect License 101 -200 Seats Tier
3,825
3,825
574
1 Homebound License 101 -200 Seats Tier
7,650
7,650
1,148
1 Remote Patron Authentication License 101 -200 Seats
7,650
7,650
1,148
Tier
I PC Reliance 2.0 (101 -200 Horizon users,10 Expanded,
10,650
10,650
1,278
Unlimited Base)
1 SIP Protocol Horizon interface, per host server
7,500
7,500
1,125
DATABASE SOFTWARE
1 Database Software (30% list) 41,991 41,991 6,299
PERIPHERAL SOFTWARE
4 Easy Ask for Horizon (1 -10 clients) 1,000 4,000 0
City of Newport Beach -Page R -1
CONPmFNT1AL AND PROPa MY
3 ZoomText Xtral Lvl 2 Single User License 595 1,785 179
SUBTOTAL - Software 225,021 32,594
City ofNewpon Beach - Page R -2
CONFIDENTIAL Arm PROPRIETARY
DATA SERVICES
DATA CONVERSIONSERVICES
I
System Re- implementation Services 101 -200 Seats 14,000
14,000 0
Tier
IMPLEMENTATION SERVICES
2
Pre- installation and Database Design Planning Days 1,500
3,000 0
Profile and map system, determine indexes and MARC maps,
decide
collection and location codes, circulation privileges, borrower
types
and barcodes (to be held at epirtech, Inc.)
on- site - visit/conference -call with project lead to layout project
plan
1
SQL Server Setup /Staging 2,000
2,000
NETWORK SERVICES
NETWORK INSTALLATIONSERVICES
1.0
Network Setup, Configuration and System Installation
3,350
TRAINING SERVICES
6.0
Base On -Site Training Days N/C
N/C 0
Training for:
- QuickStart Horizon System Administration
- Cataloging
- Circulation
- PAC for Windows
- Acquisitions
- Serials
2.0
Additional Onsite Training Days 1,500
3,000 0
Training for:
- Homebound
- PC Reliance
- RPA
- SIP Protocol
City ofNewpon Beach - Page R -2
CONFIDENTIAL Arm PROPRIETARY
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On -site Training Notes
1. On -site Training is restricted to a maximum of 8 people per
session.
SUBTOTAL - Services 2_5,350 0
Note: The library will supply the needed Database Server.
Note: epixtech anticipates 100 external iPAC / WebPAC users Please be advised that
the additional iPAC / WebPAC users will increase the load on the database server.
To avoid performance degradation additional resources may be
required.
Note: The library will supply the needed networked system printer.
RIfl. IN] if No r77 Fat] ffi' :\;l A
1 TeleCirc II - 2 Analog Lines
1 Community Resources
SUBTOTAL - Hardware
SYSTEM TOTAL
GRAND TOTAL
Existing Existing
3,431
5,000 5,000
750
51000
4,181
255,371
36,775
Shipping: 263
Existing Software Credits
Horizon Early Adopter Discount
Reference Site Services Discount
Total Discount:
- 83,960
- 52,489
- 20,800
- 157,249
Limitation Notes to Configuration
98,385 36,775
1. All products in this configuration are subject to availability. epixtech reserves the right to substitute products
with products of equal or greater value without notification.
2. If the Library is unable to accept delivery of equipment due to delays on the Library's part, the Library will be
responsible for any additional charges for required substitutions.
3. Maintenance figures assume annual prepayment.
City of Newport Beach - Page R -3
CONMENnAL AND PROPR W ARY
• •
4. Newly purchased hardware includes a one year from software installation manufacturer's warranty (subject to
availability from the manufacturer).
5. Newly purchased software modules include a one year from installation warranty.
6. Existing Dynix clients who are current on their maintenance will receive a six month warranty on their
existing modules. Any newly - purchased modules receive a one year warranty.
7. epixtech, inc. will provide training for all graphical modules with the purchase of a Software CorePak. .
8. Should internal / external iPAC / WebPAC users increase above the anticipated number, epixtech reserves the
right to review the configuration and recommend upgrades to the current server which could result in a price
increase to the Library.
9. epixtech does not support appending additional peripherals to this configuration. If the Library would like
epixtech to attempt to transfer existing peripherals to the new configuration, then that service is available at an
additional charge.
10. It is the Library's responsibility to ensure that its independently purchased firewall / proxy server will
interface with epixtech'.s products.
City of Newport beach - Page R-0
CONPaNiMIAL AND PROPRa:TARY
RIDER B
OPERATING SYSTEM LICENSE
The following terms apply to the sublicense of Sybase Software.
1. Only a non - exclusive, nontransferable right to use the related software on a single computer system (designated by
serial number or equivalent) is granted to the Library and no right to use other Embedded Run -Time Version of the
Sybase Program is granted;
2. epiztech and/or its licensor retain all title to the Licensed Copy, and all copies thereof, and no title to the Licensed
Copy, or any intellectual property therein, is transferred to the Library;
3. The Library may not copy the Licensed Copy, except for backup and archival purposes only, and the licensee shall
include on all copies of the Licensed Copy all copyright and other proprietary notices or legends included on the
Licensed Copy when it was shipped to the Library;
4. The Library agrees not to reverse assemble, decompile, or otherwise attempt to derive source code from the
Licensed Copy;
5. The Library agrees to comply with all export and re-export restrictions and regulations ( "Export Restrictions ")
imposed by the governments of the United States. The Library will not commit any act or omission which will
result in a breach of any such Export Requirements; the Library agrees that it will comply in all respects with any
governmental laws, orders or other restrictions on the export of the Program and the Licensed Copy (and related
information and documentation) which may be imposed from time to time by the governments of the United States
and Canada ( "Export Requirements "). The Library will take all. actions which may be reasonably necessary to
assure that it does not contravene the Export Requirements. Without limiting the foregoing, the Library agrees that
unless prior authorization is obtained from the U.S. Office of Export Administration; it will not export, re-export or
transship, directly or indirectly, to country groups Q, S, W, Y, or Z (as defined in the Export Administration
Regulations) or Afghanistan or the People's Republic of China (excluding Taiwan), or disclose to any national or
resident thereof, any of the technical data or software disclosed or provided to the Library or the direct product of
such technical data or data described on the Control List with a letter "A" following its Export termination of the
Licensed Copy license agreement.
6. Although copyrighted, the Licensed Copy is unpublished and contains proprietary and confidential information of
epixtech and its licensor and is considered by epixtech and its licensor to constitute valuable trade secrets. The
Library will hold the Licensed Copy in confidence and shall protect the Licensed Copy with at least the same
degree of care with which the Library protects its own similar confidential information;
7. eptxtecNs licensors of software included in the Licensed Copy are direct and intended third party beneficiaries of
the license agreement and may enforce it directly against the Library; provided however, that none of such
licensors shall be liable to the Library for any general, special, direct, indirect, consequential, incidental, or other
damages arising out of or related to the Licensed Copy, and
8. Upon termination of the license for the Licensed Copy, the Library shall return to epixtech all copies of the
Licensed Copy, or certify to epixtech that the licensee has destroyed all such copies.
City of Newport Beach - Page R -5
CON MENTIAL AM MCPR MV
0
RIDER C
Schedule 1
DATA LOAD TEST
r�
�J
PURPOSE:
The purpose of the Data Load Test is to demonstrate and verify that the Library's data files will be properly processed.
TIMING:
This test will be performed after all test records have been loaded and processed. This test may overlap other tests.
PERFORMED BY:
Library staff in conjunction with epixtech staff.
Y 11 x.711151 lY li 7 W PIll PICOT
(1) The Library and epixtech will jointly develop data load specifications. These specifications (the "Load
Specifications ") shall be set forth in writing by the Library. epixtech will assist the Library in identifying
inaccuracies or deficiencies in the Load Specifications as revealed by actual loading and will work with the
Library to revise the Load Specification as appropriate. Revisions made as the result of inaccuracies in the Load
Specifications may result in delays in record processing and additional charges.
(2) The Library shall identify by control number (e.g. ISBN, LCCN, OCLC) and provide on a mutually agreed upon
medium (e.g., FTP, e-mail) for direct input up to ten thousand (10,000) bibliographic records and matching
authority records if applicable, (the "Test Set ") that shall be used to verify that processing will be done according
to specifications. The Library is responsible for selecting an accurate and representative Test Set. The records
must include an identifiable match point (e.g. control number, ISBN, LCCN, OCLC # etc.)
(3) epixtech shall develop and/or modify programs on the Library's system to process the data files according to the
Load Specifications. The Library will then load the Test Set from tape via all epixtech documentation described
methods. Thereafter, the Library will execute all appropriate searching commands as described by current
epixtech documentation.
(4) The Library shall have five (5) working days from the time epixiech delivers the processed record information for
examination to review the Test Set and identify any discrepancies between the processed data and the Load
Specifications. Notwithstanding the preceding, the Library shall communicate with epixtech within two (2)
working days of receiving the processed record information in order to discuss the progress of the Library's
review. Examples of discrepancies shall be clearly reported to epixtech.
(5) epixtech will correct all reported problems as identified in (4) above. Steps 3-4 will be repeated until the Test Set
is properly loaded according to the Load Specifications.
(6) epixtech and the Library agree that epbaech shall not be responsible for fixing problems not identified by the
Load Specifications nor for correcting erroneous records supplied to epixtech by the Library.
City of Newport Beach - Page R-6
coNPmQ A PRUPRD: Y
0
ACCEPTANCE:
0
The Data Load Test shall be successfully completed when the Test Set has been processed to meet the Load
Specifications. If epixtech receives no notice of load discrepancies within seven (7) working days of delivering the
processed records information for examination, the test shall be deemed successful. Upon successful completion of the
Data Load Test the Library shall pay the applicable invoice.
REMEDIES:
In the event that epixtech is unable to successfully complete the test within 60 days of delivery of the first set of
processed records to the Library then the Library may, at its option:
(1) stipulate time extension in which epbaech must complete the Data Load Test and withhold all payments
associated with the test which are due or may become due until the test is passed; or
(2) declare epixiech in breach of contract and require epixtech to refund all monies paid to epixtech under this
Agreement. epixtech shall have the right, at its expense, to remove all Equipment, Licensed Software and
supplies provided under this Agreement.
These remedies shall be the Library's exclusive remedies in the event epixtech is unable to pass the Data Load Test
within sixty (60) days of delivery of the fast set of processed records to the Library.
City of Nmpon Beach - Page R -7
0
Schedule 2
MODULE FUNCTIONALITY TEST
M
PURPOSE:
The purpose of the Module Functionality Test is to verify that the required functional capabilities of the Licensed
Software purchased have been delivered.
TIMING:
Testing will coincide with the installation of the various modules and shall be completed or waived within thirty (30)
days of training.
PERFORMED BY:
Library staff.
TEST METHODOLOGY:
(1) The Library shall initial the functional checklist for features observed and operational.
(2) Functions which do not operate properly shall be noted and reported in writing to epixtech.
(3) The Library shall have thirty (30) days from the completion of training for a module to verify other functions
which epixtech documentation indicates the Licensed Software will perform and submit any exceptions to
epbaech in writing.
(4) epbaech shall clarify and resolve all reported problems within thirty (30) days of receipt of report. Within seven
(7) days of receipt of notice of resolution from epixtech, the Library shall retest the function and confirm that the
function has or has not been resolved.
(5) epixtech and the Library agree that not all aspects of the software are reasonably testable in the time frame given
(e.g. "two -year cumulative statistics ") and that certain aspects (e.g. "user friendliness ") are subjective. Untestable
features or aspects of the Licensed Software shall not prevent the Module Functionality Test from being accepted.
ACCEPTANCE:
The Module Functionality Test for a given module will be successfully completed and the Library obligated to pay the
applicable invoice when:
(1) Each function of the appropriate functional checklist is operational, and
(2) Each problem properly reported in the thirty (30) day test period has been resolved.
In the event that epixtech receives no notice regarding non - functioning items within thirty (30) days of completion of
installation, then the Module Functionality Test will be deemed to have been successfully completed and the Library
shall pay the appropriate invoice. The foregoing does not relieve epixtech of any obligation to make operational each
City of Newport Beach - Page R -8
COWMENTI LAND PROPRMTARY
10
0
function as per the warranties of Section 6 of this Agreement. The thirty (30) day period will only be extended due to
reasons of force majeure.
REMEDIES:
In the event that epixtech is unable to provide software to pass the Module Functionality Test within ninety (90) days of
commencing the test, the Library may, at its option:
(1) grant epixtech further time to resolve the problem and accept the test when resolutions are satisfactorily reached;
or
(2) accept the Licensed Software as is and upon negotiating satisfactory terms pay the appropriate invoices; or
(3) during the first twelve (12) months following installation, reject the System and require epixtech to refund monies
paid to epixtech to date by the Library. epixtech shall have the right to remove, at its expense, all Equipment,
Licensed Software and supplies provided under this Agreement.
These remedies shall be the Library's exclusive remedies in the event epixtech is unable to pass any Module
Functionality Test within ninety (90) days of commencing the test.
City ofNevvpert Beach- Page R -9
Accepted
by:
1.0
IA-
_1.2-
1.3-
-1.4-
1.5-
• 0
HORIZON FUNCTIONAL DESCRIPTION
General Features (All modules)
I.
operates in real -time interactive mode with capability to create, update, index, access, and delete
any data for Library materials or patrons by both online and batch mode (batch mode from
MARC import or export and borrower import).
permits the restriction of specified functions to specified workstations or specified passwords.
moves between functions without logging off or on.
accommodates searches of materials held in other locations of the Library's system.
logs transactions for continuous backup.
1.6 Z39.50 Features
_1.6.1 The Server makes the database available to other systems' Z39.50 client software using their
own user interface.
_1.6.2 The Client: accesses other Z39.50- compatible databases using the Horizon user interface.
2.0 Searching Capabilities (All modules)
2.1 General Features
_2.1.1- provides information on item availability and status.
_2.1.2- excerpts brief bibliographic information from full MARC records.
_2.1.3- supports formats for material types (monographs, serials, microforms, maps, manuscripts,
documents, and non -print media).
_2.1.4- insensitive to upper and lower case or punctuation variations.
2.2 Display Features
— 2.2.1- offers Library a choice of display formats.
_2.2.2- offers a choice of the amount of information displayed, such as brief or full records.
_2.2.3- displays call number, current status, and location of individual copies.
_2.2.4- provides a summary screen of truncated bibliographic entries for multiple hits.
_2.2.5- permits browsing or paging screens backward or forward.
2.3 Assistance Features
_2.3.1- does not require derived or algorithmic search keys.
_2:3.2- provides prompt messages to guide searches by patrons.
_2.3.3 - allows re- initiation of a search or correction of typing errors.
_2.3.4- provides "help" messages with instructions for continuing a search.
— 2.3.5- allows Library to modify "hints" and "example" messages without programmer intervention.
_2.3.6- allows display of all previous search strings used at a PAC client since login for reactivation of a
particular search process.
City of Newpon Beach -Page R -10
CONFIDENTIAL AND PROPRIETARY
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2.4 Structural Features
I*
_2.4.1- Access points
searches the bibliographic file by author, title, subjects, as minimum search elements.
keyword searches by specifying multiple search terms as well as by single term.
additional access points can be selected by the Library.
_2.4.2- Authority control
allows patron to browse both name and subject authority files.
_2.4.3- Data Base Access features
provides access from all workstations in the System, staff workstations as well as the public
access workstations.
permits Library system -wide inquiry with branch specific holdings information provided.
_2.4.4- Boolean searching
permits Boolean searching; i.e., linking search terms with AND, OR, NOT, and XOR operators.
_2.4.5- Keyword searching
searches selected indexes by keyword.
allows right or left truncation of search terms.
permits browsing of keyword terms.
3.0 Bibliographic /item File and Maintenance
(Catalog Maintenance)
_3.1- accepts any MARC formatted machine - readable records via file loading or manual entry.
— 3.2- supports standard MARC formats (Book, map, music, etc.)
_3.3- includes item (copy - level) information such as:
a) unique book identifier (barcode)
b) item call number
c) material type
d) branch location
e) price
f) collection
_3.4- allows searchlretrieval by the following:
a) ISBN/ISSN
b) Library of Congress card number
c) bibliographic utility control number
d) author /added entries, personal and corporate
e) subjects
f) title
g) series
h) Dewey or Library of Congress call number
i) unique item number
3.5- allows editing of any portion of the record without re- editing the entire record.
3.6- al lows editing of any field in the record without re- editing the entire record.
_3.7- links all copies of the same edition of a title to the bibliographic record for that title.
_3.8- displays volume - specific data for serials and sets in number or date order without repeating title -
level bibliographic data.
_3.9- provides automatic duplicate check to identify matching records already existing in the
bibliographic database whenever bibliographic records are added by MARC import. Matching
records are overlaid - non - matches create new records.
_3.10- allows expansion or replacement of a brief bibliographic record.
_3.11- allows merging of duplicate bib records with transfer of all holdings records attached.
City of Newport Beach - Page R -11
CONFrDENTIAL AND PROPR IETARY
0 0
IN
_3.12- when creating initial holdings record for each title, System can supply defaults for item
circulation type, collection, and location.
_1 13- System automatically computes statistical assignment for new items based on Library- defined
collection and call number groupings.
_3.14- when creating multiple copies, System allows copying from first copy to minimize operator
entry.
_3.15- loads MARC communications format records in background mode.
_3.16- includes the capability for input and output of bibliographic records in MARC communications
format, including all tags, subfields, and indicators.
3.17 The MARC import function:
— 3.17.1- loads MARC Il communications format bibliographic records from a file to the database.
_3.17.2- automatically reformats and stores the source record in the data base without further operator
intervention.
_3.17.3- allows the Library to specify record "match point' definitions. Matching records overlay
existing records.
_3.17.4- allows updates of a bibliographic record and does not lose linking to any holdings records
attached.
4.0
_4.1-
4.2-
4.3-
_4.4-
_4.5-
4.6-
_4.7-
_4.8-
Authority Control (Catalog Maintenance)
provides on -line authority files for author, subject, and series.
links each occurrence of a heading in the authority file to each occurrence in the bibliographic
file so that all occurrences of that heading may be modified with a single "global' change.
maintains a list of additions to the authority files.
maintains an on -line listing of all records in the authority files.
permits creation of appropriate "see" and "see also' cross - references.
allows creation of authority records from within the general bibliographic file maintenance
program.
permits merging of authority records.
allows import, creation and storage of MARC authority records.
5.0 Checkout (Circulation)
_5.1- associates a unique book barcode with a unique patron identifier and stores the charge
transaction in the circulation file.
_5.2- automatically calculates loan period and due date/time according to:
a) patron type
b) item type
c) library service hours (hourly checkouts only)
_5.3- displays due date /time on the charge workstation screen.
5.4- requires only one entry of patron identifier per batch of items to be charged to that patron.
_5.5- provides clear audible and/or visual signals that identification labels have been read and the
information accepted.
_5.6- provides clear audible and visual signals when charge transactions are blocked (permits
override). Visual message states the reason charge is blocked.
_5.7- allows manual input of book and patron barcode labels.
_5.8- accommodates a variety of loan periods which can be changed without programmer
intervention.
City ofNewport Beach - Page R -12
CONMENr LAND PROPRlFrARY
9 0
_5.9- allows operator to input a non - standard due date/loan period by overriding the system - calculated
due date.
_5.10- checks patron status and signals operator of any exception condition including excessive number
of books charged, excessive fines owed, manual blocks placed, or expired registration, and
permits override.
_5.11- checks book status for hold(s) and "non- circulating" privilege settings.
_532- provides for electronic scanning of barcoded labels on patron cards and Library materials.
6.0 Renewal (Circulation)
prior to renewal, checks the book for overdue status, calculates any fine, permits immediate
payment.
_6.2- calculates and displays a new due date/time when a charged item is renewed.
__63- permits record display and renewal even if book and/or patron are remote or book or patron
barcode number is unknown.
_6.4- checks patron record for exception conditions (i.e., unpaid fines).
6.5- blocks renewal if outstanding requests for item & permits override.
7.0 Checkin (Circulation)
_7.1- disengages a book barcode number from a patron barcode number and removes the record from
the circulation file.
7.2- provides a completely interactive online checkin function.
�7.3- permits checkin by scanning barcode identification label.
7.4- permits manual input of book barcode label where label is defective or missing.
—7.5- . allows operator to change date of checkin (for delayed checkin of a group of materials).
_7.6- checks the book record for hold or other status conditions; provides clear, audible and visual
signals if these are found; and prompts appropriate processing.
_73- system -wide ability to trap holds during checkin regardless. of where the hold request was
placed.
_7.8- allows for a specified grace period during which no fine is assessed by type of material.
—7.9- checks a book for overdue status, calculates any fine, displays the patron's account, and
automatically increments the account.
_7.10- prints a fine notice or other billing document on demand.
8.0 Fines and Fees (Circulation)
—8.1- calculates fines at the time of checkin or renewal according to book type, patron type, loan
period, and date/time of checkin.
8.2- blocks charge and renewal transactions for patrons with a specified number or dollar amount of
unpaid fines and fees.
—8.3- calculates fines according to specified minimum and maximum dollar amounts.
8.4- prints a patron notice giving bibliographic data, fine and fee amounts, and a library- specified
message including payment instructions.
8.5- permits an operator to record partial or full payment(s) received and keeps a record of individual
items against which partial payments have been made.
—8.6- allows operator to waive patron's unpaid fines, fees, or other charges.
9.0 Notice Production (Circulation)
— 9.1- permits staff to determine from the patron's record what notices have been sent and what action
is to be taken next.
City ofNewport Beach • Page R -13
CONFWFN AM PROPRIETARY
9.2- prints notices with Library - specified messages.
9.3- suppresses overdue notices on items "claimed returned."
—9.4- uses a patron address from patron record for each type of notice.
—9.5- separates notices by branch location.
9.6- produces the following kinds of notices:
- overdue (reminder) notices — number based on Library parameters
billing notices
- hold pickup /cancellation notices
10.0 Holds (Circulation)
_10.1- places holds at the title level, or item - specific level at staff workstations.
_10.2- allows placement of hold on any title from any workstation.
_10.3- checks for hold tags on an item record at time of checkin and notifies an operator of hold with
visual and auditory signals.
10.4- prints hold notices for mailing.
_10.5- checks the hold queue at the time of charge and permits block of charge to a patron not at head
of queue. Permits override of block.
_10.6- allows operator to remove names from any position in the hold queue.
_ 10.7- blocks renewal of books with hold tags, permits override.
_10.8- calculates the hold shelf clearance date and can produce report of expired hold requests.
_10.9- detects duplicate hold requests made for a title by the same patron.
1 LOPatron File (Circulation)
_11.1- permits development of system -wide patron file with all appropriate fields, including but not
restricted to:
a)name
b)barcode number
c) address
d)telephone number
e) patron type
0 expiration date of registration
g)activity date of last transaction
h)patron statistical categories
i) note field
_11.2- permits Library- specified parameters for patron types, patron status, and stat categories.
11.3- permits entry of patron registration online.
_11.4- permits patrons to charge materials on their initial visit to the Library.
11.6- allows automatic or manual placement of blocks or restrictions on charging of materials.
_11.7- permits override of patron blocks.
_11.8- provides access to the patron file by name, by keyword name, by patron barcode number and by
identification number.
_11.10- allows assigning patron a new barcode number without losing delinquencies, charges, holds, etc.
_11.11- able to renew card without issuing a new barcode number or entering any information into
patron record.
11.12- is able to declare card lost or stolen.
12.0 Serials Control
_12.1- integrates serials bibliographic and holdings record into the main bibliographic master file.
_12.2- links multiple copies with associated holdings to a single bibliographic record.
City ofNewporr Beach- Page R -14
coNFmIN A MOFVETA Y
3,
i •
_12.3- allows search and display of serial/bibliographic records along with summary of holdings
display as part of the online catalog.
_12.4- allows identification of serials for checkin by title, ISSN, and other search methods.
_12.5- allows checkin for multiple copies of an issue as a single checkin action.
_12.6- allows checkin of regular issues, supplements, indexes, etc.; all accessed through a common
serials record.
_12.7- permits identification and checkin of special unpredicted or irregular issues.
_12.8- allows library to define publication patterns so enumeration, chronology and checkin dates are
predicted for expected issues.
12.9- permits "predicted checkin" of future issues which arrive before the next expected issue.
_12.10- allows free text notes to be attached to checkin records.
_12.11- allows alteration of enumeration or chronology, if the issue received varies from the issue
predicted.
_12.12- allows operator to indicate various receipt statuses; will not be published, not available, and
damaged receipt.
12.13- upon checkin, processing notes can indicate appropriate action for each individual copy.
_12.14- prints spine labels and work slips as appropriate.
_12.15- prompts for barcode entry if copy is to be barcoded for circulation.
_12.16- allows detailed review of checkin information of past receipts by specific issue or copy,
including current status and date status set.
_12.17- indicates destination for materials (e.g., routing, current periodicals, reference, discard, etc.)
_12.18- allows automatic or manual claiming for predicted issues that have not arrived.
_12.19- allows manual claiming for irregular items.
12.20- allows establishment of routing lists and printing of routing slips at checkin.
13.0 Acquisitions Software (Acquisitions)
_13.1- allows the creation of order records from:
- manual entry
- existing bibliographic records
- purchase requests (desiderata)
_13.2- integrates all firm order records with bibliographic master files.
13.3 - permits handling of single titles, open -ended orders, gifts, deposit accounts.
__13.4- allows creation of a vendor file with locally defined fields.
_13.5- at order entry, incorporates bibliographic and holdings file update, fund allocation against
multiple budgets if needed, and copy distribution.
13.6 - allows items on order to have holds placed on them from circulation and PAC accounts.
—13.7- handles foreign currency conversions.
_13.8- accepts and tracks partial receipts.
_13.9- allows processing of invoices before or after receipt of materials.
_13.10- allows invoicing at time of receipt.
_13.11- automatically adjusts funds appropriately as actual costs are received.
_13.12- allows access to on -order materials by title, author, ISXN, vendor and PO number.
_13.13- permits Library to establish desiderata file of items to be considered for order or designated not
to order.
_13.14- produces on demand report of funds showing budgeK amount encumbered, amount expended
and free balance.
13.15- allows multi -year funding.
City ofNewpon Beach - Page R.15
OONMENTI LAND PaOPatETA y
• i
RIDER D
WORKSTATION REQUIREMENTS (HORIZON 6.0)
Minimum Specifications
Staff Workstation
Pentium II
128 MB RAM
1 GB Hard Disk
Network Interface Card
Approved Network Package/Protocol
Windows NT v4.0 or higher
Color SVGA Monitor
2x CD -ROM
Mouse or track ball
PAC Client Workstation
Pentium 100 MHz
32 MB RAM
100 MB Hard Disk
Network Software Driver
Approved Network Package/Protocol
Windows 95, Windows 98 or Windows NT v4.0 or higher
Color SVGA Monitor
2x CD -ROM
Mouse or track ball
Y,
Recommended Specifications*
Staff Workstation
Pentium 111733 MHz
256 MB RAM
1 OGB Hard Disk
(1.0 GB disk drive space available)
Network Interface Card
Approved Network Package/Protocol
Windows NT v4.0 or higher
Color SVGA Monitor
20149X CD -ROM
Mouse or track ball
PAC Client Workstation
Pentium 111733 MHz
64 MB RAM
IOGB Hard Disk
(100 MB disk drive space available)
Network Software Driver
Approved Network Package/Protocol
Windows NT v 4.0 or higher
Color SVGA Monitor
20/48X CD-ROM
Mouse or track ball
NOTE: Configurations of the Database Server must be explicitly approved by epixtech, including the Network Protocol
Package to be used. epixtech support staff can advise the Library on specific client workstation configurations if
requested.
*Recommended specifications reflect the best market values for PC equipment that epixtech is able to provide its
customers as of September 2000.
City cfNewport Beach -Page R -16
CONFrD&MALAMMOMMURY