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SDLC Phase 2: SDLC Phase 2: SelectionSelection
Dania BilalDania Bilal
IS 582IS 582
Spring 2009Spring 2009
Project SelectionProject Selection
Identify project selected based on priorityIdentify project selected based on priority Identify environment for selected projectIdentify environment for selected project
– Review existing hardware & softwareReview existing hardware & software– Review options for automation software Review options for automation software
selectionselection Off-the-shelfOff-the-shelf Open sourceOpen source Shared vs. non-shared with other agencies/librariesShared vs. non-shared with other agencies/libraries Networked vs. stand-alone configurationNetworked vs. stand-alone configuration
About Open Source About Open Source SoftwareSoftware
Review existing OSS suitable for the Review existing OSS suitable for the identified environmentidentified environment
ConsiderConsider– Programming language requirementsProgramming language requirements
Staff availability to program in language Staff availability to program in language software is written?software is written?
– Operating system for OSSOperating system for OSS Software and existing OS Software and existing OS
About OSSAbout OSS
Maintenance of OSSMaintenance of OSS– Internal and external supportInternal and external support– Who else is using OSS in nearby community? Who else is using OSS in nearby community?
What about virtual community?What about virtual community?– Outsourcing maintenance?Outsourcing maintenance?
Maturity of OSS (what version has been Maturity of OSS (what version has been released?released?– More versions/releases exist, better is softwareMore versions/releases exist, better is software– Modification required to customize softwareModification required to customize software
About OSSAbout OSS
Evaluation of OSS in literatureEvaluation of OSS in literature– Rigorous exploration recommendedRigorous exploration recommended– Reviews in LJ and other related literatureReviews in LJ and other related literature
User evaluation User evaluation – Rigorous exploration recommendedRigorous exploration recommended
InterviewsInterviews On-site visitsOn-site visits Blogs, listservs, etc.Blogs, listservs, etc.
Off-the-Shelf SoftwareOff-the-Shelf Software
More mature than OSSMore mature than OSS Long list of vendors in marketplaceLong list of vendors in marketplace Market evaluationMarket evaluation
– Sources for reviewsSources for reviews– Rigorous exploration recommendedRigorous exploration recommended
User evaluationUser evaluation– Rigorous exploration recommendedRigorous exploration recommended
Revisit Revisit
Project costsProject costs– Tangible costTangible cost– Intangible costsIntangible costs
Feasibility assessmentsFeasibility assessments– EconomicEconomic– PoliticalPolitical– Legal Legal – Technical Technical
Library Environment: Selection Library Environment: Selection ProcessProcess
Review LJ latest survey of Automation Review LJ latest survey of Automation System MarketplaceSystem Marketplace
Visit Library Technology GuidesVisit Library Technology Guides Identify six software packages available Identify six software packages available
for your agency/library for your agency/library Find further evaluation of each package Find further evaluation of each package
in in Library Technology ReportsLibrary Technology Reports (latest (latest issues) issues)
Use additional sources as neededUse additional sources as needed
Consult these Vendor Sites and Consult these Vendor Sites and ProductsProducts
http://www.libinfo.com/vendors-systems.htmlhttp://www.libinfo.com/vendors-systems.html – A list of commercial software vendors and their websitesA list of commercial software vendors and their websites
http://www.librarytechnology.org/VEND-search.pl?http://www.librarytechnology.org/VEND-search.pl?SIDSID=20060215455505371&UID=&auth==20060215455505371&UID=&auth=– Library Technology Guides. Key resource in library Library Technology Guides. Key resource in library
automation.automation.– Maintained by Marshall BreedingMaintained by Marshall Breeding– Has links to topics on trends, Automation System Has links to topics on trends, Automation System
Marketplace, next-generation ILS, and up-to-date Marketplace, next-generation ILS, and up-to-date information about library automationinformation about library automation
– Latest survey about international automation Latest survey about international automation marketplace marketplace
Library Environment: Selection Library Environment: Selection ProcessProcess
Acquire demos of each package to Acquire demos of each package to view and evaluateview and evaluate
Take notes and/or use a checklist Take notes and/or use a checklist and indicate features you like, and indicate features you like, dislike, lacking, etc. in each package dislike, lacking, etc. in each package
Write down questions to ask of Write down questions to ask of vendor or software rep.vendor or software rep.
Library Environment: Selection Library Environment: Selection ProcessProcess
Invite a sales rep. from each of the 6 Invite a sales rep. from each of the 6 software companies for onsite software companies for onsite presentation of company software.presentation of company software.
Take notes about strengths, Take notes about strengths, weaknesses, likes, dislikes, etc.weaknesses, likes, dislikes, etc.
Ask questions and don’t be Ask questions and don’t be intimidated intimidated
Library Environment: Selection Library Environment: Selection Process Process
Read literature (e.g., brochures) from Read literature (e.g., brochures) from each company and identify further each company and identify further features supported, hardware features supported, hardware requirements, software, networking requirements, software, networking license, maintenance support, etc.license, maintenance support, etc.
Meet with appointed Committee Meet with appointed Committee members, discuss sales reps. members, discuss sales reps. presentations, & compare notes or presentations, & compare notes or checklists.checklists.
Library Environment: Selection Library Environment: Selection ProcessProcess
Consider the options you haveConsider the options you have– Off-the-shelf vs. OSSOff-the-shelf vs. OSS– Narrow choices to Narrow choices to 33 best software best software
packagespackages
Class activityClass activity– How will you narrow the choices? How will you narrow the choices?
Library Environment: Selection Library Environment: Selection Process Process
Strengths of each module provided:Strengths of each module provided:– Overall software capabilities (Web-Overall software capabilities (Web-
based, Windows-based, expandability, based, Windows-based, expandability, etc.)etc.)
– Compliance with latest standardsCompliance with latest standards– Architecture and operating systems Architecture and operating systems
supported (e.g., NT, Unix, Linux)supported (e.g., NT, Unix, Linux)
Library Environment: Selection Library Environment: Selection ProcessProcess
Software update, documentation, Software update, documentation, training and cost, maintenance and training and cost, maintenance and technical supporttechnical support
Weigh these criteria for off-the-shelf Weigh these criteria for off-the-shelf vs. OSSvs. OSS
Decide on either typeDecide on either type If off-the-shelf is desired:If off-the-shelf is desired:
– Develop a Request for Information (RFI)Develop a Request for Information (RFI)– Develop a Request for Proposal (RFP)Develop a Request for Proposal (RFP)
Request for Proposal (RFP)Request for Proposal (RFP)
Develop Develop oneone RFP packet to send RFP packet to send copies of to each of the three copies of to each of the three software vendors you selectedsoftware vendors you selected
RFP describes needs and prioritiesRFP describes needs and priorities– Each vendor’s response to RFP provides Each vendor’s response to RFP provides
basis for comparing specifications and basis for comparing specifications and other services software company other services software company providesprovides
Organization of the RFP Organization of the RFP
Instructions to VendorInstructions to Vendor Introduction to the libraryIntroduction to the library Software specificationsSoftware specifications
– Essential and desired for overall system Essential and desired for overall system – Essential and desired for each module to be Essential and desired for each module to be
purchasedpurchased Hardware specificationsHardware specifications Request for price quotationRequest for price quotation Notice of intent to respondNotice of intent to respond
Organization of the RFPOrganization of the RFP
Committee to Committee to – review the RFP before sending it to the 3 review the RFP before sending it to the 3
software vendorssoftware vendors– Evaluate responses to RFP from each Evaluate responses to RFP from each
vendor vendor – Rank RFPs and decide on top-rated Rank RFPs and decide on top-rated
proposal proposal – Inform project manager about decisionInform project manager about decision
Content of RFPContent of RFP
Divided into sections Divided into sections Essential and desired specifications Essential and desired specifications
included for each moduleincluded for each module Use specific symbols or codes for Use specific symbols or codes for
software and ratingsoftware and rating Use specific verbsUse specific verbs Visit websites about sample RFPsVisit websites about sample RFPs
Legal/Contractual Legal/Contractual Agreement Agreement
Project manager consults with supervisor(s)Project manager consults with supervisor(s) Software vendor of winner RFP may be invited Software vendor of winner RFP may be invited
again for a final demo.again for a final demo. Final decision reachedFinal decision reached Software co. contacted Software co. contacted Formal contract issued (attorney and other Formal contract issued (attorney and other
Agreement details)Agreement details)– Schedule for software delivery, installation, testing, and Schedule for software delivery, installation, testing, and
implementationimplementation– Schedule for training personnel Schedule for training personnel – Vendor’s promise to deliver the package that meets the Vendor’s promise to deliver the package that meets the
specifications stipulated in the final RFPspecifications stipulated in the final RFP
Legal/Contractual Legal/Contractual AgreementAgreement
Payment planPayment plan– Consider paying in three installations: Consider paying in three installations:
1/3 upon signing contract1/3 upon signing contract 1/3 upon successful installation and 1/3 upon successful installation and
performance testingperformance testing Rest paid upon successful performance over Rest paid upon successful performance over
specified period of timespecified period of time
Sample RFPs and RFIsSample RFPs and RFIs
VisitVisit– http://www.ilsr.com/sample.htmhttp://www.ilsr.com/sample.htm
(Integrated Library Systems Reports)(Integrated Library Systems Reports)– Has links to how to write an RFP and Has links to how to write an RFP and
sample full-text RFPssample full-text RFPs– Sample RFPs are used to write your own Sample RFPs are used to write your own
RFP based on your agency’s user RFP based on your agency’s user requirements. requirements.
Class ActivityClass Activity
You’ve been appointed the project manager You’ve been appointed the project manager for evaluating and selecting an automated for evaluating and selecting an automated system to replace the existing one.system to replace the existing one.
Develop a plan for project planning, initiation, Develop a plan for project planning, initiation, and selectionand selection– The plan should include team assignment, tasks, The plan should include team assignment, tasks,
projected timeline, tangible and intangible cost, projected timeline, tangible and intangible cost, system options and a justification for off-the-shelf system options and a justification for off-the-shelf or OSS, among other factorsor OSS, among other factors
– Your team is your classmates. Your team is your classmates.