Cataloger’s Desktop Modernization Project
Description, Specifications, and Statement of Work
1. Background
The Cataloging Distribution Service (CDS) of the Library of Congress ( LC) is required to migrate its web based cataloging documentation product, Cataloger’s Desktop, from its current FAST NXT software to the next generation of web search delivery platform on the World Wide Web. Cataloger’s Desktop provides access to a large number of electronic manuals and procedural documentation that describe standards for performing cataloging and classification tasks in a library. The product is used by staff at LC as well as by many library professionals and para professionals worldwide. LC staff is located in three buildings on Capitol Hill. A very small number of LC staff are located at remote sites: Taylor St. (Washington, D.C.) and six Overseas Field Offices. Additionally, this product has subscribers in the library field nationally and internationally.
2. Scope
The Contractor shall migrate the current FAST NXT web based delivery system for Cataloger’s Desktop to current web delivery search delivery technology. This system’s content must be updatable on at least a quarterly basis, with web based resources updated on at least a monthly basis. The web application must use the current Cataloger’s Desktop product as a starting point for interface and functionality design, preserving all of the product’s current capabilities, but the Contractor is encouraged to use their experience to enhance Cataloger’s Desktop‘s interface, search technology, and other capabilities. The application must be updatable by CDS staff, and the accompanying Subscription Management System (SMS) must be administratable by CDS staff. The product will be owned by LC, and accessible to LC staff, as well as U.S. and international subscribers of the product. The current end user product will be referred to throughout this document as Desktop 2.0. The modernized end user product will be referred to throughout this document as Desktop 3.0.
3. General Requirements
3.1 Components of Cataloger’s Desktop 3.0
The Contractor shall create an information delivery system that interfaces with an already existing customer subscription management system (SMS). The SMS enables CDS staff to manage subscription and access information for individual subscribers of Cataloger’s Desktop. The information delivery system that is within the scope of this project must comply with Section 508 to assure web accessibility.
3.2 Detailed information delivery system design requirements
Detailed design and functionality requirements for the information delivery system are found in section 5 below.
3.3. Design Prototypes
The Contractor shall prepare in consultation with CDS no more than three design prototypes for the overall look and feel of Desktop 3.0. CDS will evaluate and select the preferred design.
3.4 Target Audience
The targeted audience is library staff working in cataloging areas of their institutions. It is projected that Cataloger’s Desktop 3.0 will eventually be used by approximately 10,000 librarians at roughly 1,000 institutions. 400 users will be LC staff while approximately 9,600 users will be subscribers who have purchased Cataloger’s Desktop from CDS. The job position, educational level, and computer experience of prospective subscribers can vary tremendously. Professional library staff can have a masters degree in library science while library technicians can have high school diplomas. The language of the product shall be English, with additional interfaces in French, German, and Spanish. Interfaces in additional languages may be developed at a later date.
3.5 XML Resource Maintenance System
Resources enumerated in Appendix A Section 7 (XML/Infobase Resources) are currently being maintained as FolioViews infobase files and being converted to XML at the time they are loaded into the Desktop 2.0 product. For the Desktop 3.0 product, this resource maintenance must be migrated to the purely XML work environment. The contractor will provide a user friendly infrastructure for on going maintenance of XML resource files.
3.6 Estimated hours
It is estimated that the Contractor shall be able to accomplish this project in approximately 400 work hours, working some of these, approximately 6 8 hours per week, at the Library of Congress in collaboration with LC staff. It is anticipated that in addition to the hours spent by the Contractor, LC staff will contribute approximately 600 hours of work to the project. Desktop 3.0 must be ready to be launched within 6 months of awarding the contract.
4. Hardware/software Requirements
4.1 Software
The contractor must utilize software that will allow for a smooth transition from the current FAST™ NXT based Desktop 2.0 product with a continuation and enhancement of its functionality. Selection of the specific software to be utilized will be driven by requirements found in sections 5.4 – 5.6 below.
4.2 Platform
The product must work equally well while using the following web browsers:
• Firefox 2; or
• Netscape 7.0 or higher; or
• Internet Explorer 7.0 or higher (Javascript enabled), or
• Opera.
4.3 Server
The Contractor will host both Cataloger’s Desktop 3.0 and its Subscription Management System. Cataloger’s Desktop 3.0 has a sub domain of the Library of Congress web domain (http://desktop.loc.gov).
5. Specific Requirements
5.1 Project Plan
The project plan created by the Contractor shall lay out a well defined project schedule that describes development steps, deliverables, intermediate tasks, milestones, and resources. It shall focus on the responsibilities assigned to the Contractor, incorporating advice on content, CDS’s responsibility, where necessary. It must be delivered to LC within ten (10) workdays from the date of contract award.
5.2 Product Description
Appendix A: Current Cataloger’s Desktop 2.0 Product Description describes the existing web product. The Contractor will examine the product to see how it needs to be enhanced to capitalize on current interface and search technology. The Contractor will be provided with appropriate access to the current product and its SMS.
ÿ Recommendations for converting the existing product to utilize search and navigation technologies configured by the contractor.
ÿ Suggestions on methods and techniques for adding enhanced access and functionality to the product.
5.3 Design Prototypes
The design prototypes created by the Contractor shall demonstrate the overall design for Cataloger’s Desktop 3.0 developed from this statement of work. It shall include:
ÿ Three (3) design prototypes will include the user interface and representative functionality. These prototypes are the property of CDS.
ÿ CDS shall evaluate the prototypes and select one. The selected prototype will then be used as the basis for Desktop 3.0.
5.4 Cataloger’s Desktop 3.0 General Requirements
5.4.1 Overview
Desktop 3.0 must be developed using the current FAST™ NXT based Desktop 2.0 product as the starting point. It is anticipated that the contractor will employ fuller featured search and interface technologies in the Desktop 3.0 product. Additional functions and requirements are found in section 5.5 below.
5.4.2 Design
The product must be designed with end user usability as central to its design approach. Desktop 3.0 content must be updatable by CDS staff on at least a quarterly basis. The Desktop 3.0 design must also be modular so that additional files can be added easily for new releases of Cataloger’s Desktop when necessary.
5.4.3 Inputs
1. The product must support input of resources in all of the following formats:
• HTML
• XML
• Folio Infobases
• MS Word files
• MS PowerPoint files
• Databases
• PDF files.
a. Current Cataloger’s Desktop 2.0 content is enumerated in Sections 2 8 of Appendix A. With the exception of Appendix A Section 7, all content is obtained by harvesting and re indexing resources monthly. The Desktop 3.0 product must be able to support this harvesting and re indexing activity. This crawling/indexing operation is a separate activity from the quarterly editorial updating referenced in Section 2 above.
b. Resources enumerated in Appendix A Section 7 (XML/Infobase Resources) are currently being maintained as FolioViews infobase files and being converted to XML at the time they are loaded into the Desktop 2.0 product. For the Desktop 3.0 product, this file maintenance must be migrated to the purely XML work environment.
c. Resources enumerated in Appendix A Section 2 (Database Resources) are largely accessible in Desktop 2.0 as hypertext links from the product’s Table of Contents. These resources must be fully searchable in the Desktop 3.0 product.
2. Graphics will be supplied for input into the system either individually or embedded as part of a resource.
a. The product must support input of graphics in all of the following formats:
• BMP
• GIF
• JPG
• TIF.
3. Some resources and graphics will contain embedded special and foreign language characters. The contractor shall store this data as Unicode 3.0 or higher encoding. All such special and foreign language characters must be correctly displayable as text with no degradation of display quality. All special roman alphabet characters must be searchable, both in their native form as well as their non extended equivalent (i.e., "å" must be searchable both as "å" as well as "a").
5.5 Cataloger’s Desktop 3.0 Specific Requirements
5.5.1 Overview
Cataloger’s Desktop 3.0 must be developed using the current Desktop 2.0 FAST™ NXT based 2.0 product as the starting point. All current functionality must be preserved (see Appendix B), although the methods for how the 2.0 functionality will be implemented may be adjusted. It is not essential, however, for the 3.0 release to look like the 2.0 product.
5.5.2 Enhancements
Search and interface technology has developed rapidly over the past few years. The following software capabilities are required to meet current and future subscriber needs.
1. Search capabilities
a. Fuzzy matches: Linguistically index and relate resources in at least the following languages: English, Spanish, French, and German
• Must be capable of bringing together alternative spellings in different national dictionaries (e.g., "color" and "colour")
• Must be capable of handling approximate spellings (e.g., "cort" and "court")
• Must be capable of phonetic spelling recognition (e.g., "skul" vs. "school")
• Must be capable of bringing together synonyms (e.g., "car" = "automobile")
b. Must be capable of refining searches by finding or excluding similar resources related to particular search "hits." (See Appendix C.)
c. Desktop 3.0 must incorporate searches enhanced by relevance ranking, search history, "more like this," "do you really mean this?", fuzzy matching, and query federation as well as guided discovery that replicates their search behavior.
d. Must be capable of refining searches through the use of dynamic drill downs, based on facets of the content.
e. Contextual analysis – Must be capable of bringing together resources based on how the search results are used in context.
f. Search Relevancy – Must be able to measure how well search results match the intent of the user’s query, bringing the most relevant result first in the result set.
g. Search history – Must be able to remember the subscriber’s searches and refine his/her future searches based on their past searches.
• It is desirable to be able to share searches with other subscribers.
h. Query federation – Must be able to run searches against multiple search engines.
i. Search through navigation – It is highly desirable to be able to search by clicking while navigating to search results, because the system knows who you are and what you are doing, thereby searching by knowing context and intention.
j. Personal searching – It is desirable to provide a personal search experience that allows the subscriber to search across Cataloger’s Desktop 3.0’s content as well as that of their own PC.
k. The search engine must mimic subscriber search behavior, bringing together related concepts that are not dependent on pre-defined hypertext links. This must be enhanceable through the use of subscriber-defined social tagging.
2. User’s work environment / interface capabilities
a. Provide an interface in English, French, German, and Spanish.
b. Provide an interface that is customizable by the subscriber. This must allow the subscriber to display information in a way that reflects how they conceptualize the information. Ideally this would allow them to incorporate other information into the Cataloger’s Desktop 3.0 environment, such as through "mash-ups."
c. Provide an interface that allows resources to be organized in a more intuitive way, highlighting the most important resources and tying everything to the MARC 21 formats.1
d. Desktop 3.0 must provide visual clues and icons that will help subscribers to quickly conceptualize the nature of the resource they are consulting and how it inter relates with other resources.
e. Desktop 3.0 must allow the subscriber to decide how much or how little s/he sees when consulting a resource.
f. Desktop 3.0 must work well with Internet Explorer, Netscape, Firefox, and Opera web browsers.
g. Desktop 3.0 must incorporate RSS feeds from the Library of Congress and other appropriate sources.
h. Desktop 3.0 must facilitate linking into Cataloger’s Desktop 3.0, and/or incorporation of Cataloger’s Desktop 3.0 into subscribers’ cataloging applications. Catalogers do not, however, want Desktop to become a cataloging application itself.
i. Desktop 3.0 must enable subscribers to drag and drop shortcuts ("icons") to their computers’ desktops for specific, frequently consulted Cataloger’s Desktop 3.0 resources.
j. Provide an interface that builds pages on the fly based on result set and characteristics of type of results.
k. Provide an interface that alerts subscriber to changes in Cataloger’ s Desktop 3.0 resources based on the subscriber’s search history and their customizations (e.g., notes and bookmarks).


3. Customized View
The subscriber must be able to choose his desired resources, both by selecting individual resources or sub resources, as well as by selecting one or more resource filters. (See Appendix C.) Resource filters will include any or all of the following attributes:
• Language of resource;
• Type of cataloging activity;
• Type of material being cataloged;
• Method of distribution;
• Cataloging education;
• Other related issues.
4. URLs
a. The system must automatically generate a URL for each document added to Desktop’s content collection.
b. URLs assigned to each document must be persistent, short, easy to alter/control by content developers and administrators, and act as permanent Digital Object Identifiers (www.doi.org) for each piece of content they represent, even as content is edited over time.
c. The system must include a redirect utility to assign "vanity" URLs to sub resources. For example, there will often be a piece of content that is located, structurally, deep within the hierarchy of a document, which needs a short, easily published URL that appears to be directly off the root of the site. Cataloger’s Desktop must allow redirects of a top level file to flow down to all items beneath it, so that items in the hierarchy below an item that is given a directory level redirect will be automatically assigned redirects that begin with that shortened directory.
5.5.3 Specific content requirements
1. Federate searching – Desktop 3.0 must be able to federate searching of most database resources found in Appendix A, Section 2.This feature will enable the end user to execute a single search that will query all content resident in the product, while simultaneously executing the same search in all of the database resources utilizing their native search utilities.
2. RDA – Desktop 3.0 must be able to fully incorporate the content and functionality of the online version of Resource Description and Access ("RDA Online")2 when it becomes available.
3 RSS feeds – Desktop 3.0 must be able to incorporate RSS feeds for both the resources incorporated into Desktop 3.0 and resources cited in Desktop 3.0.
4. Crawling web resources – Resources found in Appendix A, Sections 3 6 are incorporated into Cataloger’s Desktop 3.0 by crawling and indexing these resources on a regular basis. This crawling/indexing operation must be accomplished on at least a monthly basis and is a separate activity from the quarterly editorial updating referenced in Section 2 above.
5.6 Cataloger’s Desktop 3.0 Performance, Reliability, and Stability
1. Cataloger’s Desktop 3.0 must exist in a secure environment. Provide specifics about how your organization will implement such a system.
2. The ability for subscribers to predict Desktop 3.0’s behavior is paramount. Product performance must not degrade as traffic, number of users, or amount of content increases. Provide specifics about how your organization will ensure system performance as product content and use increase.
3. Cataloger’s Desktop 3.0 and its accompanying Subscription Management System must remain online, functional, and accessible to all subscribers (including international subscribers) 24 hours/day, 365 days per year. "Crashes," "lost connections," and unplanned downtime are unacceptable. Provide specifics about how your organization will ensure this level of availability, as well how your team will respond in the event of an outage.
5.7 Deliverables
The Cataloger’s Desktop 3.0 delivery package shall include:
1. User interface designed with optimal usability as its focal point.
2. Software to maintain Unicode 3.0 or higher encoded XML markup files without losing their native content enrichment. This software must be comparable to the current WordPerfect and Microsoft Word software currently being used to author the source content.
3. The latest release of the search and interface software used in this project.
4. Creation of a "pilot version" of Cataloger ’s Desktop 3.0 for "hands on" testing inside and outside of LC. The "pilot version" of Cataloger’s Desktop 3.0 is a segment of the product that contains all the technical capabilities used in the entire product.
5. The product must successfully interface with the current Subscription Management System so that CDS staff can manage subscription and access information for individual customers of Cataloger’s Desktop 3.0. Subscription duration and numbers of simultaneous users must be administered solely by CDS staff.
6. Mentor and instruct the Project Team on site at Library of Congress in the maintenance and updating of the Cataloger’s Desktop 3.0 website and the XML resource maintenance software.
7. The product shall be revised by the Contractor and CDS based on the results of the pilot testing.
8. Provide on going technical and maintenance support of up to 100 hours per year for as long as Cataloger’s Desktop 3.0 is run on this software platform.
9. Provide on going site hosting on the Contractor’s server. This includes monthly harvesting and re indexing of all content specified in Appendix A Sections 2 6, 8 9, in addition to the quarterly editorial updating referenced in Section 2 above.
6. Roles and Responsibilities
Contractor: The Contractor shall submit a Project Plan, a Design Document, and Specific Requirements for Cataloger’s Desktop 3.0. The Contractor shall also create a "pilot version" of Cataloger’s Desktop 3.0 for testing on the web. The Contractor shall be responsible for:
1. Developing a data conversion production system;
2. XML resource maintenance system;
3. User interface;
4. Design prototypes;
5. Interfacing with Subscription Management System currently in use;
6. Training of CDS Project Team;
7. Testing of pilot Cataloger’s Desktop 3.0 and making appropriate modifications based on the outcome of the test;
8. On going hosting of the product and its Subscription Management System;
9. On going support.
Library of Congress:
1. The Library of Congress shall assign appropriate personnel to the following roles:
Contracting Officer’s Technical Representative (COTR):
ÿ The Cataloger’s Desktop Product Manager in CDS will serve as the COTR for this project.
Project Manager:
1. The Cataloger’s Desktop Product Manager in CDS will also serve as the Project Manager for this project.
2. Responsible for overall management of the project and formal acceptance of deliverables.
3. Will serve as the Contractor’s primary point of contact for design, development, and technical issues.
4. Will organize customer testing to confirm that product requirements have been met and to provide design/functionality feedback.
Project Team:
1. Will assist the Project manager in performing the following duties:
a. Oversee/monitor contract work;
b. Provide technical expertise to Project manager and Contractor as requested;
c. Test the XML resource maintenance system;
d. Conduct customer testing;
e. Evaluate deliverables.
2. Team shall consist of:
a. COTR / Project manager
b. CDS Chief
c. A CDS technical support staff member
d. A CDS customer support staff member
e. A CDS marketing staff member.
Anticipated Government Contribution from CDS will be to:
1. Provide source files in FolioViews infobase or XML format
2. Supply graphics files as requested
3. Assist with testing of pilot enhanced Cataloger’s Desktop 3.0 product
4. Provide workspace in CDS for Contractor that includes a personal computer with internet access and a telephone
5. Provide access to Cataloger’s Desktop 2.0 and the current Subscription Management System.
7. Anticipated Schedule for Completion during Fiscal Year 2009
Event Description Approx. Business Day(s) Approx. Total Hours
1 Contract awarded 1 4
2 Kick off meeting 2 8
3 Project Plan
3.1 Detailed schedule of tasks and time frames
3.2 List of deliverables 3 10 40
4 Design meeting
4.1 Present 3 design prototypes
4.2 Evaluate, select & approve prototype (CDS) 11 17 80
5 Interface design, database conversion, & site setup 18 37 ???
6 Subscription Management System adaptation 38 52 ???
7 Test product
7.1 Test onsite at LC
7.2 Test at remote locations 53 80 ???
8 Final review and approval of contract deliverables (CDS) 81 90 32 (CDS hours)
9 Acceptance of final deliverables documented by Project Team (CDS) 91 24 (CDS hours)

8. Deliverables
8.0 The following will be delivered as a part of this contract:

1. Three design prototypes
2. Pilot test
3. A web delivery system for Cataloger’s Desktop 3.0 that capitalizes on the current functionality of the product but migrates it to scale appropriate search and interface technology.
4. Production software to enable CDS staff to update Cataloger’s Desktop 3.0 XML resources (see Appendix A Section 7) as needed, at least quarterly.
5. The latest release of server and development software.
6. Training and monitoring of CDS staff to develop the skills to support Cataloger’s Desktop 3.0 as a web product, as well as its Subscription Management System.
7. On going site hosting for Cataloger’s Desktop 3.0 product, and its Subscription Management System on the Contractor’s server.
8. One hundred (100) hours annually of on going technical and maintenance support subsequent to the day one launch of Cataloger’s Desktop 3.0.

8.1 Required reports

1. Monthly report Due first of each month
2. Interim report Due when the project is one half completed
3. Final report Due 30 days prior to the completion of the contract
8.2 Inspection and Acceptance
The Contractor shall provide all reports in 8½ × 11 paper or electronic format (MS Word document, MS Excel spreadsheet, or PDF file) to submit them to the COTR for review. COTR shall review and return to Contractor with comments, suggestions, and recommendations within 5 days. Contractor shall incorporate comments, suggestions, or recommendations within 5 days and return to COTR for final approval. Failure to agree on final report shall be treated as a dispute and shall be resolved under the Library’s Disputes Clause.
9. Period of Performance
The contract period of performance shall be 6 months from the date of award.
10. Applicable Documents
The Contractor should become familiar with the details of the following prior to writing a proposal.
1. Rehabilitation Act of 1993, Amendments of 1998, Section 508
2. Cataloger’s Desktop Product Description
3. Current online version of Cataloger’s Desktop.

11. Definitions
In this Statement of Work, the following terms shall have the following meanings:
Cataloger’s Desktop or Desktop 2.0: The current FAST NXT based Cataloger’s Desktop product.
Customer testing. Customer testing is unit and system testing conducted by the CDS Project Team and end users both inside and outside of the Library of Congress. This testing will confirm whether critical requirements are being met, and well as providing real time evidence to support or refute underlying design assumptions.
Design prototypes: Each design prototype includes basic designs and color, font., etc. choices, a product title page, a Subscription Management System interface page, five or six resources that demonstrate a look and feel for the product that can be extended throughout the product.
Desktop 3.0: The modernized Cataloger’s Desktop product that incorporates the enhancements found in this Statement of Work.
MARC. MARC is an acronym for MAchine-Readable Cataloging. MARC formats are standards for the representation and communication of bibliographic and related information in machine-readable form, and related documentation. It provides the protocol by which computers exchange, use, and interpret bibliographic information. Its data elements make up the foundation of most library catalogs used today. Additional information is available online at the MARC Standards website , and particularly "Understanding MARC Bibliographic" and "Understanding MARC Authority" .
Pilot test: A portion of the product that contains the design, search, and navigation of the final product. The pilot test must include at a minimum the following completed files: Anglo American Cataloguing Rules, Library of Congress Rule Interpretations, MARC 21 Bibliographic Format, MARC 21 Language Code List, and the Subject Headings Manual. This will be tested to determine its ease of use and freedom from bugs.
Subscription Management System: The current, web based application3 that allows CDS staff to administer customer information and subscription and access rights to Cataloger’s Desktop. The Subscription Management System also allows Cataloger’s Desktop subscribers to manage specific subsets of their institutional information within the system.
Training of CDS Project Team: Contractor provided on site training for LC staff in the following areas: XML resource maintenance (including infobase conversion if necessary and XML resource management system functionality) and upload into the Cataloger’s Desktop 3.0 system, interface management, overall system management, and technical support.
XML Resource Maintenance System. Contractor provided software system that will enable the authors of Cataloger’s Desktop resources (see Appendix A, Section 7) to create camera ready print masters, as well as enabling the CDS Project Team to enhance (e.g., hypertext linking, fielding) the resources for online use in Cataloger’s Desktop 3.0. Initial input into XML Resource Maintenance System will be Folio Infobases, XML files, and WordPerfect and Microsoft Word text files. The XML Resource Maintenance System will maintain resources as Unicode 3.0 or higher encoded XML marked up files.
12. Evaluation Factors
Proposals will be evaluated as follows:
12.1 Understanding Requirements of the Statement of Work: The extent to which the vendor’s proposal demonstrates an understanding of the requirements described in the Statement of Work.
12.2 Development Capability: The extent to which the vendor possesses the knowledge, skills, and abilities needed to create a next generation version of Cataloger’s Desktop that can be managed through the current Cataloger’s Desktop subscription management system. This capability includes the perceived cultural fit between vendor and the Library, as well as the vendor’s ability to work effectively with the Library’s staff.
12.3 Professional and Management/Organization Capability: The extent to which the vendor demonstrates the ability to plan and manage the project so as to complete the project within a six month period with staff that possess the depth and breadth of experience, skills, and knowledge required by the Statement of Work, as solely determined by the Library.
12.4 Experience: The vendor is either a FAST™ Alliance Reseller Partner & Implementation Partner4 or has experience implementing Endeca in at least one enterprise deployment. The vendor must have demonstrated experience in migrating FAST™ NXT based systems to next generation search and interface systems. The vendor must also have demonstrated experience integrating customer management features with next generation search and interface access. The qualifications of key personnel are reviewed.
12.5 Past Performance: Includes interviewing of professional references for evaluation of past performance.
12.6 Cost: The reasonableness of the vendor’s proposed cost as well as the total cost to the library as it relates to the work performed. Where technical factors are relatively equal the importance of cost will become a greater factor.
13. Responses
Responses are due prior to the close of business (4:00 pm Eastern time) on October 31, 2008.
Appendix A:
Current Cataloger’s Desktop 2.0 Product Description
1. Overview
1.1. Cataloger’s Desktop is a quarterly web based cataloging documentation product produced by the Cataloging Distribution Service (CDS) of the Library of Congress (LC). Cataloger’s Desktop provides access to a large number of electronic manuals and procedural documentation that describe standards for performing cataloging and classification tasks in a library.
1.2. In addition to Cataloger’s Desktop’s comprehensiveness, its chief strength lies with its extensive hypertext linking within individual files and between files, as well as the focused searching provided through the use of the advanced searching features of NXT. These features help librarians find the cataloging rules or instructions much more rapidly than would be possible if they looked for them in print.
1.3. Cataloger’s Desktop is used extensively within the Library of Congress as well as via subscription throughout the United States and internationally.
1.4. Marketing information about Cataloger’s Desktop is available online at . The product is accessed by subscribers at .
1.5 The resources included in Cataloger’s Desktop 2.0 are listed in sections 2 10 below.
2. Database resources (50)
1. All Movie Guide (All Media Guide)
2. All Music Guide (All Media Guide)
3. American Antiquarian Society Catalog
4. Amicus (Library and Archives Canada)
5. Art & Architecture Thesaurus (Getty Institute)
6. ArtLex Art Dictionary (Michael Delahunt)
7. BC Geographical Names (British Columbia Integrated Land Management Bureau)
8. Bibliography of the Hebrew Book (Institute of Hebrew Bibliography)
9. Canadian Literacy Thesaurus (Canadian Literacy Thesaurus Coalition)
10. Canadian Subject Headings (Library and Archives Canada)
11. Canadian Subject Headings (CSH sur le Web) (Bibliothèque et Archives Canada)
12. CARLCore Metadata Application Profile (Canadian Association of Research Libraries)
13. Cataloging Calculator (Oregon State University)
14. Columbia Gazetteer of North America (Bartleby.com)
15. Databases & E-Resources at the Library of Congress
16. Gateway to Library Catalogs - Z39.50
17. Geographic Names Information System (U.S. Geological Survey)
18. Geographical Names of Canada (Natural Resources Canada)
19. GEOnet Names Server (National Geospatial-Intelligence Agency)
20. Geoscience Australia Place Name Search (Geoscience Australia)
21. Glossary of Film Terms (Joel Schlemowitz)
22. Gregorian-Hijri Dates Converter (Waleed Muhanna)
23. Heb-NACO (Ohio State University)
24. Hebrew Date Calculator (Yale University)
25. Internet Broadway Database (League of American Theatres and Producers)
26. Internet Library for Librarians (InfoWorks Technology)
27. Internet Movie Database (Internet Movie Database Inc.)
28. ISSN Online (ISSN International Centre) (Subscription resource)
29. Jewish Encyclopedia
30. JewishGen Communities Database
31. LibDex: The Library Index (Northern Lights Internet Solutions)
32. Library of Congress Authorities
33. Library of Congress Online Catalog
34. Locator Plus (National Library of Medicine)
35. MARC Code List for Organizations
36. Medical Subject Headings (National Library of Medicine)
37. New Zealand Geographic Placenames Database (Land Information New Zealand)
38. NLM Classification (National Library of Medicine)
39. Nova Scotia Geographical Names (Service Nova Scotia)
40. Ordnance Survey Places Names Gazetteer (Ordnance Survey)
41. RBMS Controlled Vocabulary for Use in Rare Book and Special Collections Cataloging (Association of College & Research Libraries, Rare Book & Manuscripts Section Bibliographic Standards Committee)
42. Règles de catalogage anglo-américaines (RCAA2)
43. Répertoire de vedettes-matière (Bibliothèque et Archives Canada) (Subscription resource)
44. Slavic Cataloging Manual (Association of College & Research Libraries)
45. Symbols and Interlibrary Loan Policies in Canada (Library and Archives Canada)
46. Thesaurus for Graphic Materials I: Subject Terms
47. Thesaurus for Graphic Materials II: Genre & Physical Characteristic Terms
48. Thesaurus of Geographic Names (Getty Institute)
49. Topos sur le Web: Noms et lieux du Québec (Commission de toponymie Québec)
50. Union List of Artist Names (Getty Institute)
3. HTML resources (105)
1. AACR2 Rule Interpretations of Library and Archives Canada
2. Arabic Cataloging Manual (Princeton University)
3. Arabic NACO Manual (Princeton University)
4. Authority Tools for Audiovisual and Music Catalogers (Online Audiovisual Catalogers)
5. Autocat (Syracuse University)
6. Beyond Bookmarks: Schemes for Organizing the Web (Iowa State University)
7. BISAC Subject Headings (Book Industry Study Group)
8. Cataloguer’s Toolbox (Memorial University of Newfoundland)
9. Cataloger’s Learning Workshop
10. Cataloging and Internet Terminology (Northwestern University)
11. Cataloging Electronic Resources (OCLC)
12. Categories for the Description of Works of Art (Getty Institute)
13. Classification Dewey (Bibliothèque du Cégep Saint-Jean-sur-Richelieu)
14. Codes d’aires géographiques
15. Codes de pays
16. Codes de relations, de sources et de conventions de description MARC
17. Codes MARC 21
18. Comprendre le Format MARC bibliographique : Catalogage ordinolingue (Bibliothèque et Archives Canada)
19. Comprendre les notices d’ autorité MARC : Catalogage ordinolingue (Bibliothèque et Archives Canada)
20. Concise UNIMARC Classification Format (International Federation of Library Associations and Institutions)
21. CONSERline
22. Content Standard for Digital Geospatial Metadata (CSDGM) (U.S. Geological Survey)
23. Cutter-Sanborn Tables
24. Description archivistique encodée (EAD) (Society of American Archivists)
25. Designators by Language (Princeton University)
26. Digital Libraries: Metadata Resources (International Federation of Library Associations and Institutions)
27. Directives concernant le traitement des niveaux de catalogage de Bibliothèque et Archives Canada
28. Directory of Web Resources for the Rare Materials Cataloger (American Library Association)
29. Documentación MARC 21
30. Dublin Core Metadata Initiative (DCMI)
31. Encoded Archival Description (EAD)
32. Especificaciones MARC 21 para Estructura de Registro, Juegos de Caracteres y Medias de Canje
33. Formato MARC 21 Conciso para Datos de Clasificación
34. Formato MARC 21 Conciso para Datos de Fondos
35. Formato MARC 21 Conciso para Información de la Comunidad
36. Les Formats MARC 21 : contexte et principes (Bibliothèque et Archives Canada)
37. Galaxy Reference (Galaxy)
38. Geographic Cutter Table for U.S. States & Regions
39. Guide to Cataloging DVDs Using AACR2r Chapters 7 and 9 (Online Audiovisual Catalogers)
40. Guidelines for Using UNIMARC for Older Monographic Publications (Antiquarian) (International Federation of Library Associations and Institutions)
41. A Handbook of Examples For Use in Authority Records (NACO Music Project)
42. Hebraica Cataloging: A Guide to ALA/LC Romanization and Descriptive Cataloging
43. Hebraica Team (Yale University)
44. Hebrew Cataloging (Princeton University)
45. Hebrew Cataloging FAQ (Princeton University)
46. The IASA Cataloguing Rules (International Association of Sound and Audiovisual Archives)
47. Joint Steering Committee for Development of RDA (JSC) website
48. Knowledge Structures Toolbox
49. Latin Place Names Found in the Imprints of Books Printed before 1801 (Brigham Young University)
50. LC Cataloging Newsline
51. Learning Object Metadata
52. Library of Congress Subject Headings Weekly Lists
53. Lignes directrices pour le codage des ressources électroniques sous Guide/06
54. List of Uniform Titles for Liturgical Works of the Latin Rites of the Catholic Church (International Federation of Library Associations and Institutions)
55. Lista de Códigos MARC de Organización
56. Lista de Códigos MARC para Relatores, Fuentes y Convenciones de Descripción
57. Liste de langues
58. Liste des codes MARC 21 (Bibliothèque et Archives Canada)
59. MAB (Maschinelles Austauschformat für Bibliotheken) (Deutsche Nationalbibliothek)
60. Map Librarian’s Toolbox (Western Association of Map Libraries)
61. MARC 21 abrégé pour les données bibliographiques (Bibliothèque et Archives Canada)
62. MARC 21 abrégé pour les données sur les fonds (Bibliothèque et Archives Canada)
63. MARC 21 abrégé pour les vedettes d’autorité (Bibliothèque et Archives Canada)
64. MARC Code List for Relators, Sources, Description Conventions
65. MARC 21 Formats abrég és
66. MARC 21 Handbuch in deutscher Sprache (Schweizerische Landesbibliothek)
67. MARC 21 Normes MARC (Biblioth èque et Archives Canada)
68. MARC 21 Specifications for Record Structure, Character Sets, and Exchange Media
69. MARC Discussion List
70. Metadata Encoding & Transmission Standard (METS)
71. Metadata Object Description Schema
72. Moving Image Genre-Form Guide
73. Music Cataloging at Yale (Yale University)
74. NACO Hebraica Funnel
75. National Libraries of the World (International Federation of Library Associations and Institutions)
76. Newspaper Genre List (United States Newspaper Program)
77. NLM Policy for Subject Analysis and Classification
78. Normas MARC
79. Normes MARC (Bibliothèque et Archives Canada)
80. Online Resources for Serials Catalogers (Cooperative Online Serials Program)
81. Open Archives Initiative Object Reuse and Exchange (OAI-ORE)
82. Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH)
83. Popular Names of Acts in the U.S. Code (Cornell Law School)
84. El Programa para Cooperació n en Catalogación (Program for Cooperative Cataloging)
85. RCAA Interprétations de règles (Bibliothèque et Archives Canada)
86. Resource Description Framework (RDF)
87. Serialst: Serials in Libraries Discussion Forum (University of Vermont)
88. Sigles et politiques de prêt entre bibliothèques au Canada (Bibliothèque et Archives Canada)
89. Source of Title Note for Internet Resources (Online Audiovisual Catalogers)
90. Spécifications MARC 21 pour la structure de notices, les jeux de caractères et le média d’échange
91. Structures of Corporate Name Headings (International Federation of Library Associations and Institutions)
92. Toolbox for Processing and Cataloging Federal Government Documents (University of Delaware)
93. Toolbox for Processing and Cataloging International Government Documents (University of Delaware)
94. Tools for Serials Catalogers (Vanderbilt University)
95. Types de chronologie et de l ’énumération avec les modèles de code (Bibliothèque et Archives Canada)
96. Types of Compositions for Use in Music Uniform Titles (Music Library Association)
97. UDC (Universal Decimal Classification)
98. Understanding MARC Bibliographic: Machine-Readable Cataloging
99. UNIMARC Manual: Bibliographic Format (International Federation of Library Associations and Institutions)
100. VRA Core (Visual Resources Association)
101. Web Resources for SACO Proposals
102. Western European Library Catalogs on the Internet (Association of College & Research Libraries)
103. What Should Catalogs Do? (Universitätsbibliothek Braunschweig)
104. World Factbook (Central Intelligence Agency)
105. Yiddish Transliteration (ibiblio.org)
4. PDF resources (51)
1. Anonymous Classics : a list of uniform headings for European literatures (International Federation of Library Associations and Institutions)
2. Anonymous Classics: African Literature (International Federation of Library Associations and Institutions)
3. Class PS: A Classification for Canadian Literature (Library and Archives Canada)
4. Classe PS8000: cadre de classification de la littérature canadienne (Bibliothèque et Archives Canada)
5. Déclaration des Principes Internationaux de Catalogage (International Federation of Library Associations and Institutions)
6. Declaración de Principios Internacionales de Catalogación (International Federation of Library Associations and Institutions)
7. Descriptive Cataloging Guidelines for Pre-Meiji Japanese Books
8. Erklärung zu Internationalen Katalogisierungsprinzipien (International Federation of Library Associations and Institutions)
9. Functional Requirements for Authority Data: A Conceptual Model (International Federation of Library Associations and Institutions)
10. Functional Requirements for Bibliographic Records (International Federation of Library Associations and Institutions)
11. Funktionelle Anforderungen an bibliografische Datensätze (FRBR) (Deutsche Nationalbibliothek)
12. A guide to copy cataloging Arabic materials (University of North Carolina at Chapel Hill)
13. Guidelines for the Application of the ISBDs to the Description of Component Parts (International Federation of Library Associations and Institutions)
14. Identifying, Selecting, and Organizing the Attributes of Web Resources (University of Texas at Austin)
15. ISAAR (CPF): International Standard Archival Authority Record for Corporate Bodies, Persons and Families (International Council on Archives)
16. ISAAR (CPF): Internationaler Standard für archivische Normdaten (Körperschaften, Personen, Familien) (Internationaler Archivra
17. ISAAR (CPF): Norma Internacional sobre los Registros de Autoridad de Archivos relativos a Instituciones, Personas y Familias (Consejo Internacional de Archivos)
18. ISAAR (CPF): Norme internationale sur les notices d’autorité archivistiques relatives aux collectivités, aux personnes et aux familles (Conseil International des Archives)
19. ISAD (G): General International Standard Archival Description (International Council on Archives)
20. ISAD (G): Internationale Grundsätze für die archivische Verzeichnung (Internationaler Archivrat)
21. ISAD (G): Norme générale et internationale de description archivistique (Conseil International des Archives)
22. ISAD (G): Norma Internacional General de Descripción Archivística (Consejo Internacional de Archivos)
23. ISBD (CR): Description bibliographique internationale normalisée des publications en série et autres ressources continues (International Federation of Library Associations and Institutions)
24. ISBD (ER): Description bibliographique internationale normalisée des ressources électroniques (International Federation of Library Associations and Institutions)
25. ISBD: International Standard Bibliographic Description (International Federation of Library Associations and Institutions)
26. ISBD (M): Description bibliographique internationale normalisée des monographies (International Federation of Library Associations and Institutions)
27. ISBD (NBM): Description bibliographique internationale normalisée des "non-livres" (International Federation of Library Associations and Institutions)
28. ISBD (PM): Description bibliographique internationale normalisée de la musique imprimée (International Federation of Library Associations and Institutions)
29. Konkordanz MAB2 nach MARC 21: MAB-PND, -GKD, -SWD - MARC 21 Authority (Deutsche Nationalbibliothek)
30. Konkordanz MAB2 nach MARC 21: MAB-Titel - MARC 21 Bibliographic, Streichliste (Deutsche Nationalbibliothek)
31. Manual para Participantes del Program Cooperative de Autoridades de Materias SACO
32. Mikä on FRBR?
33. El Modelo FRBR: Requerimientos Funcionales para Registros Bibliográficos
34. NAL Agricultural Thesaurus (National Agricultural Library)
35. NAL Glosario (National Agricultural Library)
36. Names of Persons (International Federation of Library Associations and Institutions)
37. Norme générale et internationale de description archivistique, Deuxième édition (ISAD(G)) (Conseil international des Archives)
38. Norme internationale sur les notices d’autorité archivistiques relatives aux collectivités, aux personnes et aux familles, Deuxième édition (ISAAR (CPF)) (Conseil international des Archives)
39. ¿Que es FRBR? Un modelo conceptual del universo bibliográfico
40. Regeln für den Schlagwortkatalog (RSWK) (Deutsche Nationalbibliothek)
41. Regeln für die alphabetische Katalogisierung in wissenschaftlichen Bibliotheken (RAK-WB) (Deutsche Nationalbibliothek)
42. Requisitos funcionales de los registros bibliográficos (Biblioteca Nacional de España)
43. Rules for the Construction of Personal, Place and Corporate Names (National Council on Archives)
44. SEPIADES: Recommendations for Cataloguing Photographic Collections (SEPIA)
45. Spécifications fonctionnelles des notices bibliographiques (International Federation of Library Associations and Institutions)
46. Statement of International Cataloguing Principles (International Federation of Library Associations and Institutions)
47. Tesauro Agrícola (Biblioteca Agrícola National)
48. UNIMARC Manual: Authorities Format (International Federation of Library Associations and Institutions)
49. Vad är FRBR?
50. What Is FRBR?: A Conceptual Model for the Bibliographic Universe
51. What is FRBR? (Korean)
5. PDF resources with HTML support pages (25)
1. ALA-LC Romanization Tables
2. Cataloging Cultural Objects (Visual Resources Association)
3. Cataloging Service Bulletin
4. Class FC: A Classification for Canadian History (Library and Archives Canada)
5. Classe FC: cadre de classification de l’histoire du Canada (Bibliothèque et Archives Canada)
6. Descriptive Cataloging of East Asian Materials
7. Formato MARC 21 Conciso para Datos de Autoridad
8. Formato MARC 21 Conciso para Datos Bibliográfico
9. IFLA Meeting of Experts on an International Cataloguing Code website
10. The Impact of naming practices among North American Indians on name authority control (University of Pretoria)
11. Library of Congress Classification Geographic Cutters
12. Library of Congress Classification Outline
13. Library Resources & Technical Services (ALCTS)
14. Lista de Códigos MARC para Áreas Geográficas
15. Lista de Códigos MARC para Idiomas
16. Lista de Códigos MARC para Países
17. MARC Code List for Countries
18. MARC Code List for Geographic Areas
19. MARC Code List for Languages
20. Les Normes de catalogage en français
21. ONIX (Book Industry Study Group)
22. Recursos de Catalogación en Español
23. Règles pour la description des documents d’archives (RDDA) (Bibliothèque et Archives Canada)
24. Resource Description and Access (RDA) website
25. Rules for Archival Description (Canadian Committee on Archival Description)
6. PPT (Powerpoint Presentation) (1)
1. Le Répertoire de vedettes-matière de l’Université Laval (Université Laval)
7. XML / Infobase resources (36)
1. Anglo-American Cataloguing Rules
2. Archival Moving Image Materials
3. BIBCO Participants’ Manual
4. Cartographic Materials
5. CIP Guidelines for Summaries
6. Classification and Shelflisting Manual
7. CONSER Cataloging Manual
8. CONSER Editing Guide
9. Describing Archives: a Content Standard
10. Descriptive Cataloging Manual
11. Descriptive Cataloging Manual - Public Sections
12. Descriptive Cataloging of Rare Materials (Books)
13. Descriptive Cataloging of Rare Materials (Serials)
14. ECIP Traffic Manager Manual for Cataloging Teams
15. Free-Floating Subdivisions: An Alphabetical Index
16. Graphic Materials
17. Library of Congress Classification Prefaces
18. Library of Congress Cutter Table
19. Library of Congress Filing Rules
20. Library of Congress Rule Interpretations
21. Library of Congress Subject Headings: Introduction
22. Map Cataloging Manual
23. MARC 21 Format for Authority Data
24. MARC 21 Format for Bibliographic Data
25. MARC 21 Format for Classification Data
26. MARC 21 Format for Community Information
27. MARC 21 Format for Holdings Data
28. Music and Sound Recordings Online Manual
29. NACO Participants’ Manual
30. SACO Participants’ Manual
31. Standard Citation Forms for Rare Book Cataloging
32. Subject Cataloging Manual: General Cataloging Procedures
33. Subject Cataloging Training Guide
34. Subject Headings Manual
35. Text Capture and Electronic Conversion Training for Descriptive Catalogers
36. Text Encoding Initiative (TEI Consortium)
8. Link only resources (only resource title is indexed) (1)
1. Classification Web
9. Technical Support Resources (4)
1. Cataloger’s Desktop Workshops
2. Cataloger’s Desktop Online Help
3. Cataloger’s Desktop FAQs
4. Cataloger’s Desktop Quick Tips
10. Advanced Search (5)
1. General topic searches: Chapter title, Section title, Glossary term
2. Descriptive cataloging searches: Bibliographic area, Rule title or number, Rule text, Rule example
3. Subject cataloging searches: Category of instruction sheet, Instruction sheet, Free-floating subdivisions
4. MARC format searches: Category of MARC tag, MARC tag
5. MARC code searches: Category code sources, Category code source codes, Classification sources, Classification source codes, Country / Geographic area, Description conventions, Description convention codes, Format sources, Format source codes, Language, NUC code, NUC institution, Relators, Relator codes, Term sources, Term source codes

Appendix B:
Current Cataloger’s Desktop 2.0 Product Functionality
1. Interface
1.1 The interface must be available in English, French, German, and Spanish. All help files must be available in the language of the user-elected interface
1.2 A "novice" and "expert" version of the interface must be available and easily selectable
1.3 The interface must allow the user to display as much or as little of a single resource without the need to select a "next section" or "more" link
1.4 A listing of what has changed in the product must be immediately available
1.5 The user must be able to identify when each resource has been most recently updated, and what those changes were
1.6 Context sensitive help must be available
1.7 The user must be able to consult multiple resources simultaneously. They should be able to display them sequentially though multiple browser instances, or side-by-side in split-screen display
1.8 The user must have access to a "Table of Contents" view of the available resources. This must be viewable either by itself or side-by-side with the resource(s) being viewed
2. Searching
2.1 A simple search box must always be visible and useable from everywhere in the product
2.2 A advanced search display must be available
2.3 Searching should be limitable by keyword, phrase, boolean operator, 1 or more sections of 1 or more resources, and by fielded data
2.4 The user must be able to use multiple resource subsets (either defined by the user or pre-defined) to create a custom subset of resources to be searched
2.5 The user must be able to see and execute previously performed searches
2.6 The user must be able to save previously performed searches
2.7 The user must be able to easily identify what they are searching
2.8 All search hits must be highlighted
2.9 After a search has been executed, the search results will automatically go to the first hit
2.10 Hits must be viewable in context on a search results summary screen. Whether the hits are viewed in context must be a user-defined option
3. Customization
3.1 The user must be able to insert and unlimited number of bookmarks and annotations into Desktop's resources
3.2 The user must be able to define whether the bookmarks and annotations will be viewable only to them or shareable with others
3.3 All customizations must be stored on the Desktop server (as opposed to a single end-user computer) so that a user's customizations will be accessible wherever the user is
3.4 Once created, the user who created ("owns") the customization must be able to edit or delete it
3.5 The product must have developer pre-defined resource subsets
3.6 The product must enable the user to define their own preferred resource subsets
3.7 Subsets must be definable to sections of resources, so that one or more chapters from one or more resources can be defined as a subset
3.8 Subsets must be immediately viewable and searchable as such
3.9 The user must be able to identify the URL or URI for any given location in a resource so that they can hypertext link to it from another, non-Desktop web resource. This URL/URI must not change from one issue to the next
4. Export
4.1 The user must be able to copy selected sections of resources using conventional Windows keyboard commands to other computer applications
4.2 The product must provide a clipboard whether multiple selected sections can be stored until the user is ready to use them in another computer application. The selections must indicate where the selection came from, including specific indication of the source hierarchy. The contents of this clipboard must be viewable
4.3 The user must be able to export selected sections of resources as MS Word document format, XML, or flat ASCII text
4.4 The user must be able to print selected sections of resources

Appendix C:
Current Cataloger’s Desktop 2.0 Search Categories
1. Pre defined Resource Subsets
Cataloger’s Desktop 2.0 includes pre defined categories or subsets of resources that can be routinely consulted and searched.
1.1 Type of Activity
• Descriptive Cataloging
• Name & Series Authorities
• Subject Headings
• Call Numbers
1.2 Type of Material
• Text
• Cartographic Materials
• Music & Sound Recordings
• Motion Pictures and Videorecordings
• Graphic Materials
• Electronic Resources
• Three-Dimensional Artifacts and Realia
1.3 Method of Distribution & Special Classes
• Monographic Resources
• Continuing Resources
• Archival & Rare Materials
• Manuscripts (including Manuscript Collections)
• Canadian-Related Resources
• Deutsch
• Español
• Français
1.4 Cataloging Education
• Instruction for Library Science Students
• Continuing Education
• Instruction for Library Technical Staff
• Instruction for Non-Catalogers
1.5 Related Issues
• Community Information
• Discussion Lists
• MARC Code Lists
• MARC Standards
• Metadata Resources
• Online Catalogs
2. Advanced Search
Cataloger’s Desktop 2.0 enables the user to perform focused searches on specific classes of data. This information is either tagged ("fielded") or otherwise identified in the source datastores.
2.1 General
• Index:
• Chapter title:
• Section title:
• Glossary term:
2.2 Descriptive
• Bibliographic area:
• Rule title or number:
• Rule text:
• Rule example:
2.3 Subjects
• Category of instruction sheet:
• Instruction sheet:
• Free-floating subdivisions:
2.4 MARC formats
• Category of MARC tag:
• MARC tag:
2.5 MARC codes
• Category code sources:
• Category code source codes:
• Classification sources:
• Classification source codes:
• Country / Geographic area:
• Description conventions:
• Description convention codes:
• Format sources:
• Format source codes:
• Language:
• NUC code:
• NUC institution:
• Relators:
• Relator codes:
• Term sources:
• Term source codes:
2.6 Citations
• Standard citation form:
• Standard citation subject:
• Standard citation title:
2.7 Graphic materials
• Graphic materials subject term:
• Graphic materials genre term

2008-09-02



–

Added: Oct 28, 2008 8:49 am

THE CORRECT DATE AND TIME FOR RECEIPT OF PROPOSALS IS NOVEMBER 10, 2008 AT 2:00 PM EASTERN STANDARD TIME.

Added: Nov 10, 2008 1:15 pm

The time for receipt of proposals has been extended from November 10, 2008 at 2:00 PM to November 17, 2008 at 2:00 PM. All other terms and conditions remain unchanged.