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* 1. Vendor

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* 2. Time of Presentation

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* 3. Name

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* 5. Role (choose all that apply)

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* 6. CIRCULATION
Please rate on a scale of 1 to 5 each of these areas as demonstrated by the vendors. If you are unfamiliar with desired behavior in a certain area, feel free to skip the rating. Use the following scale.


1 - Unusable / unavailable

2 - Does not meet expectations

3 - Meets expectations

4 - Exceeds expectations

5 - Greatly exceed expectations


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Register a Patron
Perform a patron Search
Display elements on patron’s account
(checked-out items, lost items, claims returned)
Events that will create automatic blocks for patron
Add a bill to patron’s account
Pay bill
Renew privilege for expired patron account
Check outs, including simple, override checkout, item already checked out, item on hold for someone
else, and extended due date checkout.


Check ins, including simple, item that needs to go into transit, bookdrop check in, damaged item, and item not currently checked out
Renew all items checked out to a patron
Hold functions on behalf of patron, including place hold, update pickup location, suspend hold, cancel hold
Identify items that need to be pulled to fill holds
Trap holds
Identify items that need to be removed from holds shelf
Identify items that have been in transit too long
Find basic information about an item, including its status and last time it was checked out
Circulating materials when the system is down
Overall Circulation Score

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* 7. CATALOGING
Please rate on a scale of 1 to 5 each of these areas as demonstrated by the vendors. If you are unfamiliar with desired behavior in a certain area, feel free to skip the rating. Use the following scale.


1 - Unusable / unavailable

2 - Does not meet expectations

3 - Meets expectations

4 - Exceeds expectations

5 - Greatly exceed expectations


  1 2 3 4 5
Search by ISBN to determine if record exists
Display view of bib record catalogers use to determine if the record is a match
Create a brief bib record / request record
Add a call number / copy to an existing record, including ways to save time when entering multiple like items.
Add an item for a DVD set when each disc circulates separately
Modify copies, including a single copy, multiple copies on the same bib record in batch, multiple copies on separate records in batch
Discard or remove copies from the system
Print spine labels
Overall Cataloging Score

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* 8. PUBLIC CATALOG
Please rate on a scale of 1 to 5 each of these areas as demonstrated by the vendors. If you are unfamiliar with desired behavior in a certain area, feel free to skip the rating. Use the following scale.


1 - Unusable / unavailable

2 - Does not meet expectations

3 - Meets expectations

4 - Exceeds expectations

5 - Greatly exceed expectations


  1 2 3 4 5
Overview of accessibility in the catalog
Overview of browser support in the catalog
Basic search, including how relevance ranking works, available options for forgiving search, sort options, and limiting results
Search for books on C++
Advanced search options in catalog
Display of full title record
Self-service holds, including place holds on a single title, place holds on multiple titles in batch, suspend hold, change pickup location, and cancel hold
Renew a checked-out item
Opt into keeping a checkout history
View the checkout history
Other patron self-service functions or preferences
Catalog display on mobile device
Availability of mobile apps
Options for customizing the catalog for individual libraries
Overall Public Catalog Score

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* 9. Overall Vendor Evaluation

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