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INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 1
TENDER FOR PROCUREMENT, INSTALLATION AND IMPLEMENTATION OF
CLOUD BASED KOHA LIBRARY SOFTWARE ACROSS IMU CAMPUSES
(CHENNAI, KOCHI, KOLKATA, MUMBAI (2 CAMPUSES) & VIZAG).
TENDER No: IMU/2018/0008 Issue Date: 24th April, 2018
Issued To,
______________________________
______________________________
______________________________
Cost of Tender Form
/Document
Rs.500/- (Rupees Five hundred) plus GST @ 18% per
tender should be drawn in the form of Demand Draft /
Pay Order in favor of “IMU, Mumbai Campus”
payable at Mumbai or Navi Mumbai
Issue of Tender Document 1000 Hrs on 24th April, 2018 till
1430 Hrs on 14th May, 2018
Last Date and Time of
submission of the Tender 1430 hrs on 14th May, 2018
Date and Time of opening
of the Technical Bids
1530 Hrs on 14th May, 2018,
IMU Navi Mumbai Campus
Tentative Date and Time of
opening of the Financial
Bids
1630 Hrs on 17th May, 2018,
IMU Navi Mumbai Campus
EMD INR 25000/- Refundable for unsuccessful bid
Address and place of bid
submission
Deputy Registrar, Indian Maritime University, Navi
Mumbai Campus, (T.S.Chanakya) Karave, Nerul,
Navi Mumbai- 400706. (Maharashtra)
All bidders are requested to visit Indian Maritime University, Navi Mumbai Campus
web site: www.imunavimumbai.com for regular updates.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 2
Sub: Procurement, Installation and Implementation of Library Software Cloud based
Koha library software across IMU Campuses (Chennai, Kochi, Kolkata, Mumbai (2
Campuses) & Vizag).
• Implementation of Cloud Based Koha LMS.
IMU Navi Mumbai invites sealed Quotation/Tender from the bonafide
Vendors/Suppliers/Firms for installation and customization of Koha Library Management
System in IMU Campus Libraries located at Chennai, Kochi, Kolkata, Mumbai (2 Campuses)
& Vizag Campus. The said Quotation / Tenders must be submitted in the office of the Deputy
Registrar, IMU Navi Mumbai Campus, (T.S.Chanakya) Karave, Nerul, Navi Mumbai-
400706. (Maharastra) India on or before 07th May 2018 upto 1430 hrs. Sealed cover of the
Tenders must be marked on the top of the envelope as “Quotation/Tender for installation and
customization of Koha Library Management System in IMU Campus Libraries.”
Details of the same available on IMU Chennai website: http://imunavimumbai.com/
Indian Maritime University, Navi Mumbai Campus herein after referred to as ‘IMU-
NMC’ invites sealed Quotation / Tenders for item wise rates for automating the services
through open source software KOHA, from eligible and resourceful organizations having
sufficient technical credential and financial capability for execution of needed work.
About the Campus Libraries:
Currently, IMU Campus Libraries has almost 4000 active users and collection approximately
about 90,000 documents and 36 electronic resources.
The said Tenders be dropped in the office of the Deputy Registrar, IMU Navi Mumbai
Campus, (T.S.Chanakya) Karave, Nerul, Navi Mumbai- 400706. (Maharashtra). India on or
before the last date as mentioned above. Sealed cover of the Tenders must be marked on the
top of the envelop as “Quotation / Tenders for installation and customization of Koha Library
Management System in IMU Campu Libraries.” Details of the same available on IMU Navi
Mumbai Campus, website: http://imunavimumbai.com/. The Vendors/Suppliers/Firms have
to execute the Installation, configuration, and customisation and support services for:
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 3
• 1 Implementation of Cloud based Koha LMS service:
1. Cloud based KOHA Library Management system service including Instalation,
Customization, etc.
2. Details of Cloud configuration with uptime, data / report retrival speed, access speed
etc.
3. On-site training of KOHA LMS Software for all the Campuses Libraries.
4. Annual mainteenance charges, Service charges etc.
The bid shall be submitted in English. All papers and correspondences in connection
with the tender shall be in English.
Earnest Money amounting to INR 25000/- is to be deposited by the Tenderer in the form of
Demand Draft in favour of The Deputy Registrar, Indian Maritime University, Navi
Mumbai Campus, (T.S.Chanakya) Karave, Nerul, Navi Mumbai- 400706. (Maharashtra). In
case of failure to supply the needed services, the EMD of the successful bidder will be
forfeited. The earnest money shall be forfeited in the event of withdrawal of the bid within
the original validity period, or the successful bidder fails to execute the necessary agreement
within the period specified or for submitting false, or incorrect, misleading information in the
bid, mistakes, miscalculations. Earnest Money Deposit, incase of successful Tenderer will be
converted towards part of deposit the Security Deposit. No interest in EMD is admissible.
Tender bid without will not be accepted. EMD shall be released after successful completion
of the needed work. EMD may be requested back by unsuccessful bidders.
Following the details are mandatory to be provided with the bid:
1) Covering letter
2) Valid PAN No
3) GST Number
4) Professional tax clearance certificate
5) Trade license
6) VAT registration number
7) Income tax clearance certificate
The documents will be rejected if it is:
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 4
1) Unsigned
2) Received after the due date
3) Incomplete documents
4) Not properly filled in
5) Received through Email/Fax or by hand.
Quoting Rates:
a) The rate should be furnished inclusive of all taxes and charges, insurance, Freight,
Testing/Commisioning charges, Incidental Charges, GST & Cess etc., (Whichever
is/are applicable).
b) The bidder should quote only one rate for one item as per the specification.
c) The rate shall be quoted in Indian rupees only.
d) The prices quoted shall be written both in figures and words.
GENERAL TERMS AND CONDITIONS
i. After evaluation of Quotation / Tenders documents, the successful vendor(s) /bidder
(s) in all respect will be called for demonstration regarding the functioning of the
software, covering all activities & usage.
ii. Each vendor(s) /bidder (s) must be submit only one quotation.
iii. All the pages of the Quotation / Tenders documents must be signed by the vendor
(s)/bidder (s) or the authorized representative on behalf of the vendor (s)/bidder (s)
along with the seal of the firm with date, which will be rejected otherwise.
iv. Bidders are required to submit EMD (refundable) of 25,000.00 (Twenty Five
Thousand) Only cost of Tender Fee (non-refundable) of 1,000.00 (One Thousand)
Only along with Tender in the form.
v. Demand Draft/FDR or Bank Guarantee in favour of Indian Maritime University
payable at Chennai (Any bid without EMD will not be considered). EMD should be
enclosed with the Technical Bid document in a separate envelope.
vi. Vendors /bidders must quote the rate in Indian Rupees (i.e INR) for the terms
mentioned Bidder (s) are required to quote their rate exclusive of all taxes.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 5
vii. Issuance of the purchase order is subject to the demonstration by the successful
vendor (s) and the bidder (s).
viii. IMU reserves the right to reject any or all Quotation / Tenders without assigning any
reason therefore for the interest of the institute and lower rate may not be the only
criteria for the selection of the bid.
ix. IMU, will not pay any expense or cost, whatsoever incurred vendor (s) and bidder (s)
for the preparation and submission of bids.
x. Payment will be made after completion satisfactory supply, installation, configuration
and customization and 10% of the total contract value, in the form of Bank Guarantee
(Annexure – IV) valid for a period more than two months over the expiry of contract
period, from a Nationalized Bank, shall be deposited with IMU towards Performance
Guarantee, which shall be refunded within two months of date of expiry/completion
of the contract without any interest payable thereon. After depositing the Performance
Guarantee, EMD amount would be released to the successful Tenderer. In the event of
the contractor failing to comply with any provision of the contract, Performance
Guarantee shall stand forfeited.
xi. The vendor(s)/bidder(s) should have implemented similar KOHA project in at least 3
universities/institutions of higher learning with documented evidence in India.
xii. The Tenderer shall be submitted in the bound form and not in loose sheets.
xiii. At any time prior to the last date for receipt of the bids, IMU, may for any reason,
whether at its own initiative or in response to a clarification requested by a
prospective Tenderer, modify the Tender Document by an amendment.
xiv. The IMU reserves the right to cancel the tender/ contract at any stage without
assigning any reason.
xv. The unsatisfactory progress of work will lead to forfeiter of the performance
guarantee amount.
xvi. With every delivery of goods or materials under this purchase order, a delivery
challan and invoice in triplicate shall be sent by the supplier to the IMU receiving
officer who will retain the original and duplicate copy with him, and return the
triplicate copy to the supplier with the actual quantities weights and/or number duly
acknowledged thereon after the goods or materials have been inspected and passed as
per clause therein before mentioned.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 6
xvii. The Goods/Services to be supplied by the Tenderer shall be of the quality or sort
specified and in every respect equal and answerable to the specifications sent with the
tender and shall be subject to the approval of the IMU.
xviii. Delivery of Goods/Services will not be considered complete until such goods or
materials have been inspected and passed at the place specified for delivery by IMU.
The detailed list of components (Equipment and Service) supplied by the Tenderer
and Bill of Materials shall be provided well in advance for facilitating inspection by
IMU.
xix. The Goods/Services are to be delivered at specified places of IMU Campuses, free of
delivery charges as per specified time.
xx. Rejected Goods/Services shall be removed by and at the expenses of the Tenderer
within seven days after notice. If not so taken away, the IMU may seize the goods or
materials to be removed and charge the Tenderer with all expenses incurred in such
removal.
xxi. The Goods/Services are to be delivered at specified places of IMU Campuses, free of
delivery charges as per specified time.
xxii. It shall be lawful for IMU, without giving any notice to the successful Tenderer, to
purchase in the open market any goods or materials covered by the tender and if such
goods or materials are not available to purchase suitable substitute, as to which, the
decision of the IMU shall be final and binding on the bidder, in the event of the
bidder;
(a) Having delivered goods or materials, not of the contracted quality.
(b) Having failed to supply goods or materials within the time specified.
(c) Having refused or been unable to supply goods or materials covered by tender
either in whole or in part.
The charges incurred in this regard shall be borne by the successful Tenderer.
xxiii. In the event of the breach of any of the provisions of the contract by the contractor,
IMU shall have the right to terminate the tender summarily.
xxiv. In the event of IMU terminating the contract for breach by the bidder of any of the
provisions thereof, the bidder shall be liable for any loss suffered by IMU up to the
time of the termination of the contract and for any further loss which the IMU may
suffer during the remainder of the period originally covered by the contract.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 7
xxv. In the event of the death, insanity or insolvency of the bidder, IMU shall have the
right to terminate the purchase order summarily and to purchase in the open market
any Goods/ Services covered by the contract. In this case, the bidder shall not be
liable for any excess in the price paid, for any such purchases over the tender price. In
case of the consortium the lead partner should nominate any other consortium
member to bear the liabilities, and in case of the individual organization, the
responsibility shall be taken up by the organization itself or by the legal successor.
The expenses incurred by IMU in this regard shall be borne by the successful
Tenderer.
xxvi. Any notice to the successful Tenderer shall be deemed to be sufficiently served if
given or left in writing at his usual or latest known the place of abode or business or
even by mail or any such authorized mode of communication as deemed fit by IMU.
xxvii. In these conditions, unless there is something in the subject or context inconsistent
therewith words importing the singular shall include the plural and vice-versa words
importing the masculine gender shall include the feminine and the words importing
persons shall include bodies corporate.
xxviii. Any legal disputes that may arise out of the contract are subject to the jurisdiction of
Mumbai High court, Maharashtra only.
Qualification will be based on meeting the criteria regarding bidder’s experience and
financial position, as demonstrated by the bidder’s responses (with documentation wherever
possible) at various points mentioned below.
Bidder scoring the highest number of marks, based on experience and expertise as per
following points and general expectation will be shortlisted as a potential awardee.
Points 1 to 11 carries 2 marks each.
1) The bidder must have successfully worked in order during last 3 years, as per the
following: Confirmation by providing Purchase Order copy
(Similar work: Deployment of Koha)
a) Three similar work completed with overall costing of INR 5,00,000.00 OR
b) Two similar work completed with overall costing of INR 7,00,000.00 OR
c) One similar work completed with overall costing of INR 10,00,000.00
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 8
2) The bidder must have their Head Quarter or regional office or regional permanent
representative in the state, to provide prompt support when an issue is not getting
resolved over remote access.
3) The bidder has ISO certification.
4) The bidder has submitted codes to the community.
5) The bidder is a registered firm under the relevant laws. It must also be registered with
Trade, sales tax, and service tax department.
6) There are no ongoing and pending cases against the bidder from any government
entity.
7) The bidder has not been blacklisted by a government body due to any malpractice or
non-completion of the project.
8) The bidder has experience of migrating data from multiple proprietary software for at
least 10 institutions.
9) The bidder has experience of deploying Koha one location with multiple library sites
for at least 06 institutions.
10) The bidder has experience of creating analytical reports for future use.
11) The bidder has experience of integrating payment gateway with LMS.
12) Number of patches submitted to the community (Provide weblink for verification)
a) 1 mark per patch submitted and accepted by the community.
General expectation (Reply: Y/N). Suitable answers will carry 1 mark each.
1) The bidder should install and configure latest and stable version of Koha-LMS at the
local server/cloud server of the institution/company.
2) Each module must be configured properly and on-site training should be provided for
all modules present in Koha – LMS, within 2 months of receiving the purchase order
(Needed infrastructure will be provided readily).
3) The bidder bibliographic data entry as per AACR –II is based on the MARC 21
Standard Format and Classification system (DDC 23rd edition) must be through the
library professionals (Annexure –III).
4) The bidder should provide necessary assistance in suggesting hardware/software
configuration required for Koha implementation.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 9
5) Bidder should do necessary OPAC customization, based on preferred language,
colour, image, and structure, as per requirement of the library during the installation
and configuration.
6) Bidder will provide clear details regarding onsite visit charges after completing the
AMC contract period.
7) Bidder should provide clear details regarding non-OPAC customization charge and
confirm the cost per hour/per day to be charged for future customization of any
features /functions as required by the library, keeping in view that this software will
be used for long term.
8) Bidder should confirm cost per hour/per day to be charged for successful Integration
of certain functionalities with other systems used in university and Library. (Eg:
RFID, D-Space, E-Prints, Coral etc.,)
9) Bidder must have carried out similar work in eminent institutions like NIT, IIT, IIM,
CSIR, ICAR, ISRO and other reputed institutions. Minimum 3 proofs satisfactory
completion of work should be submitted.
10) Bidder should have experience of more than Three years of implementing of KOHA
in libraries with large and varied collections (having more than 1 lakh records
consisting of various forms and formats of document categories).
11) The bidder should be listed in Koha Community Support companies.
12) The bidder shall provide written undertaking, that personal data accessed during the
data migration purpose shall not be used for any other purpose by the bidder.
13) The bidder shall provide all necessary documentation/operational
manuals/instructions required for optimum use of the software including installation,
customization, datamigration process guide.
14) The bidder shall be responsible to provide remote assistance through a phone call,
chat, email. In an exceptional case, the institute may insist bidder conduct onsite visit.
15) The bidder shall be responsible to upgrade the new version of Koha with necessary
patches & customizations already active in the previous version of Koha, at no extra
cost.
16) The bidder should provide necessary support to integrate Institutional Repository/ERP
System when needed with Koha-LMS.
17) Bidder accepts that decision to award the tender will be final and may not be solely
based on the lowest price.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 10
18) Standard Interchange Protocol (SIP 2) should be provided.
19) In case of Koha on cloud bidder will configure e-mail and SMS notification for alerts
and reminders.
20) To ensure continuity of support and services throughout AMC time period, the bidder
should provide documents to confirm stable business and steady revenue flow, with
annual turnover of minimum INR 10,00,000.00 (Ten lack) in 03 financial years (copy
of audited annual report or unaudited annual report of last 03 years, duly certified by
CA with a top sheet summarizing the turnover must be submitted).
21) Bidder should not have been part of any malpractices and/or be supporting negative
practices which are condemned by the Koha community or academic community.
22) The bidder should be provision for MOPAC: Android/windows/iPhone application
for OPAC on different platforms (Smartphones/Tablets/iPod etc)
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 11
Technical Specifications and Special conditions for KOHA Library
Management Software
General Requirements
KOHA Functions/ Modules: The ILMS should support all the major library housekeeping functions
listed below:
✓ Circulation
✓ Acquisition
✓ Cataloguing
✓ Authority Control
✓ Web OPAC
✓ Serials control
✓ Import/Export of records
✓ Reporting
✓ Systems management
✓ Inventory
✓ Multimedia etc.,
Standards: Should compatibility with an open architecture system and support various international
standards. The system should support the internet standards TCP/IP, SMTP, MIME, HTTP, SSL and
interactions with external systems need to support the following standards:
✓ ANSI/ISO 239.50 (ISO 23950) on both server and client
✓ Record syntaxes: MARC21, UNIMARC, USMARC
✓ NCIP and SIP2 for RFID Integration
✓ OAI-PMH and REST API based web services must be configured properly for all possible
endpoints.
Software should be enabled with one screen technology
The system should be capable of maintaining multiple languages using Unicode.
The system should have support for NCIP/SIP2 protocol for RFID
Audit Trail: Complete and comprehensible log should be provided librarians containing details of
all type of actions and associated library staff and patrons (if any).
Barcode Support: the system must be able to handle barcodes in different formats like EAN-13,
SICI/SISAC and able to customize as per local needs of the campus libraries.
OAI-PMH interface must be provided in order to support automated harvester.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 12
Staff must be able to manage the system without vendor intervention and be able to shut down and
restart the system without vendor intervention. The system must check the integrity of the entire file
system during each restart of the system and servers must log errors by date and time.
The system must provide protection for all data files through the use of locally defined passwords or
other security measures so that information critical functions cannot be performed without proper
authorization. That is, the system must allow the restriction of specific functions to specific users.
Procedures and programs must be established which enable rapid data recovery from software failure.
Provision of Remote Database Back-up system should be provided with one click (Two of the
IMU Campus)
The system must provide different levels of security: Network, Database, and Application.
The system must allow automatic remote mirroring and periodic backup of data and program files, if
necessary.
The system must not restrict the number of workstations that can access programs as long as
equipment requirements are met and operating system license limits are not exceeded.
The system must allow restriction of access to local or remote databases based on the IP address of
the user and User’s log-in ID.
Libraries must be able to set individual parameters for material types, locations, patron types,
checkout periods, fines, and other library policies.
Libraries must have the ability to generate statistical reports for all data relating to the use of library
materials, borrowers, and other data needed for operations of a library.
The system must allow printing/e-mail/SMS of various alerts/notices.
ILS must check each user’s access privileges at login, and automatically disable or enable client
functions (in real time) based on the user’s profile.
Reports and Statistics: library system must support exhaustive management of statistics and
reporting functions allowing the libraries to be able to create their own reports.
Integration with open source citation and indexing software’s like Mandelay, Endnote, Zotero etc.
which should be accessible from the OPAC portal.
IMU e-journals consortium resources like e-ShodhSindhu, Web of Science (WoS) or any other digital
resources which ministry may be subscribing should be accessible from Library OPAC portal.
There should be Indian Maritime University logo as and where applicable replacing Koha logo
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 13
Cataloguing, Database, and Authority Control Requirements
The Cataloguing interface must support context-sensitive hyperlink help functionality that can
connect directly to a locally loaded or Internet accessible Cataloguer’s reference database.
When deleting records, restrictions must occur when records have fines or fees due, holds pending, or
pending action from Acquisitions with a message alert for staff with the reason why the record cannot
be deleted and a choice to either abort or continue, stating the results of deletion, i.e. “if the record is
deleted, fines will also be deleted”, or “holds will be moved to the next copy, “hold will be deleted” if
no more copies.
Item records must link in real-time to due date (if checked out), the last check-in date, number of
circulations since a specified date, and holds against the item and display that information in staff
programs, displaying borrower information.
The system must support global updates of all occurrences of a heading in a bibliographic file with a
single machine transaction. Cataloguing must include a global editor. It must be possible to globally
edit any field within the MARC record.
The system must allow authorized headings or entries to be added, changed, or deleted as part of a
new bibliographic record.
The system must display “see” and “see also” references, scope notes, reference notes, and general
information notes in Library Public Access Catalogue and staff displays.
The system must support customized label printing of spine call numbers, property stamps, and other
appropriate labels. It should also support printing of Catalogue cards (Main Card, Added entries)
directly or in batch mode.
The retrieval of records by at least accession number, title control number, title, author, ISBN, and
ISSN etc.
It must be possible for the brief MARC record to automatically be updated to a full MARC record
from a hierarchy of defined sources.
The Cataloguing module must have the abilities to create and edit by (a) A full-screen MARC edits
view. (b) The use of templates in MARC format that contain required and recommended
bibliographic fields. (c) An interface for staff members unfamiliar with MARC. The data from this
interface must be stored in MARC format allowing it to be retrieved, indexed, and searched the same
as full MARC records. (d) MARC 21 Standard format on entering the data fields, tags, indicators,
subfields, subfield codes, delimiters, and punctuation are compulsory.
Ability to change record formats (e.g. Book to sound recording).
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 14
10 and 13 digits ISBN searching.
Indexing of 505 subfield codes.
URL checker for 856 tags
It must be possible to export the bibliographic records in standard MARC communication format
(ISO 2709).
The library OPAC and other applications should be integrated with social media to keep members
informed about the new arrivals and other required information.
It must be possible to create and maintain authority control for the following search elements:
• Personal and corporate names
• Conferences
• Uniform titles
• Series titles
• Subjects
• Name/Title combinations
KOHA application should be integrated with digital archive (D-Space or e-Prints) digital archive
(open source). Provisions should be kept to upload photographs, videos. Some functions are as
follows with provisions for onsite training.
• Customization includes:
o Customization of submission process
o Metadata Input Form
o Welcome message
o Creation of appropriate E-Groups and E-People etc
o Configuration of CNRI Handle system and OAI-PMH
• Software must meet network & security requirements
• Complete Documentation
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 15
Public Access Catalogue and User Portal Requirements
The general functions of the Online Public Access Catalogue (OPAC) are:
• The portal must be custom designed by the vendor based on the specifications of
library staff. It is desirable for the vendor to offer a template or templates, but not to limit the
library to templates only.
• Patrons must be able to what type of search strategy they want to use.
• Patrons must be able to limit search by format, language, call number, and publication
date.
• OPAC must interact with the circulation system in real time.
• Catalogue enrichment such as book jackets (stored locally or remotely) and reviews are
available. It should be a hyperlink to the Library Catalogue.
• If no cover art image is available the system must display a “generic” cover art image
as an option.
• It must be possible to link directly from an item to a MAP of the library (virtual model
of the library, shelves, racks, and documents.
• It must be possible to configure a MAP of the library to highlight holdings by using
call number range or collection.
• It must be possible to highlight various call number ranges or collection(s) on a MAP
with differing colors and shapes.
• The System must offer a federated search option to include at a minimum: Library
Catalogue, Remote Resources including news feeds & websites, and Subscription Databases
all in ONE search.
• The Web-based OPAC should have the capability to be accessible from Phone (any
android or windows or iPhone) / PDA /other mobile devices with necessary graceful
degradations.
• Enhance catalogue display using contents from Amazon, Google, Library thing etc.,
• OPAC must provide English, Hindi versions.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 16
Circulation, Inventory, Holds, Fines, and Fee Requirements
General Functions
Circulation must manage all basic Circulation operations of the library – check-out, check-in,
renewal, fine and fee processing, managing holds and recording statistical usage of library collection
and borrowers.
Circulation must allow librarians to profile circulation parameters using types of materials, types of
borrowers, overdue thresholds, and various fines, maximum fines, and fees.
An offline circulation product must be available to enable the checkout and check-in of materials on
a circulation workstation or portable device and to be able to load these transactions to the online
system at a later time and within the circulation interface.
At the time of new borrower registration, the system must perform a duplicate check to determine if
there are existing records that meet the criteria being entered.
Borrower records must contain at least name, borrower id, permanent address and telephone,
secondary address and telephone, cell telephone number, e-mail addresses, and must be searchable
by all of these fields.
Circulation must support a calendar function to define closed days and automatically adjust check-in
times accordingly.
Provision should be made to enter details of the documents and other materials written in Hindi,
English and other Indian official languages.
An automatic update in the Catalogue of item status when it is checked in or checked out etc.
Statistical records kept for all transactions.
The system must produce a “purchase alert” for titles when a certain number of holds places on
certain numbers of copies. This ratio should be a library defined ratio.
Patron record does not lock if accessed on multiple staff workstations.
Permissions that can be set by staff role and workstation to restrict access and/or modification to
patron records.
Support patron types tied to different expiry periods.
Supportability for the Library to specify which kinds of materials can be borrowed by specific patron
types.
Supportability for the Library to specify limits on a number of items held and/or the type of items
held by a patron at any one time; this limit to be set by the Library for each patron type/item type.
Checkouts
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 17
The system must be able to check out items when the online system is not operational.
The system must treat each checkout as a separate transaction but be able to list all checkouts for each
person on one receipt.
The system must check all items for outstanding holds, charges, and circulation restrictions before
allowing them to be checked out.
The system must allow for ephemeral records to be created to check out and count statistics, but not
create an inventory trail, for items such as periodicals, brochures, and other library defined materials.
Circulation must support expiration dates for borrower privileges and must automatically message
library staff when that date is approaching and not check out items beyond that date.
Circulation must support an extension of expiration dates with a simple keystroke at the time of
checkout or access to the user’s record.
If a claims returned, missing, or lost items are scanned during inventory, in-library use, or at check-in
or check-out, the status must automatically revert to on shelf or checked out status without requiring
staff intervention.
Circulation must restrict checking out of materials designated as non-circulating and allow library
staff intervention to proceed with a single keystroke.
The system must display at least the following on the checkout screen: Patron name, Borrowing
category, Lending status, Item identification number, Short title, Call number, Due date, Outstanding
blocks (if any), Comment field on
Patron’s record.
The system must alert (audio and text) staff if the item being checked out is already checked out to
another patron. Staff must also have the ability to override the alert and check out the item.
Staff must be able to check out items in case internet/system is down for some reason. And will be
able to enter into the system with appropriate time and date when the system resumes its normal
functions.
Support backdate of check out.
Support in-house check out/in to track materials used within the Library.
Check-ins
Circulation must allow manual reset of check-in date to accommodate book drop check-in and
unexpected closures.
Circulation must support a batch check-in that does not message and require action for each fine
transaction calculated during check-in.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 18
The system must support retention of the last four borrowers for each item in order to manage
problems such as damages, at the library’s option.
If an item is deemed to be damaged, the system must allow the operator to identify the responsible
borrower and invoke a message to be sent through standard notification parameters.
The system must display at least the following on the checkout screen Patron name, Title, Due date,
Shelving location, Overdue alert (if any).
During check-in, the system must alert (audio and text) staff if an item is on hold and give the option
to print a hold slip.
Blocks
The block functions of the circulation module are: The system must provide automatic restriction of
borrower privileges for Library-defined criteria, That blocks can be overridden by staff, That blocks
alerts must be audio and/or visual, Fines must be able to be paid easily from the same window,
System must block patrons with overdue materials and unpaid fines from placing holds, borrowing,
or renewing items.
The system must automatically block borrowers from continued privileges based on library-defined
parameters such as over dues, fines, claims returned, and lost books with a display message with the
entire reason for the block without the need for library staff to conduct other inquiries, and with the
ability for the operator to proceed with a single keystroke.
The system must allow library staff to quickly and easily place manual blocks with explanation note
(“need address update,” etc.) with a display message with the entire reason for the block without the
need for library staff to conduct other inquiries, and with the ability for the operator to proceed with a
single keystroke.
Authorized library staff must be able to override restrictions on borrowers or on materials by using
one keystroke without leaving the transaction in progress.
Holds, Renewals
The holds and renewal functions of the circulation module are:
• That it must generate e-mail/SMS notifications when items become available.
• The system must block the placing of holds on lost, missing items, available item, or
non-circulating items.
• The system must allow staff view and alter the sequence of holds in a queue,
• System must automatically activate the next hold in the queue when a hold is removed
and generate a hold notice to the next patron in the queue.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 19
• The system must monitor the length of time that an item sits on the hold shelf.
• The system must automatically print hold slips when items on hold are checked in.
• The system must allow the Library to restrict the number of renewals.
Circulation must allow for a library defined number of renewals, for renewals in person, via telephone
software, via access to the user’s record from any location and the calculation of the new due date
when items are renewed.
The system must allow for renewal of all items or individual items for a borrower with a single
command.
The system must allow library defined blocks of renewals if the patron is delinquent, the title has a
hold registered against it, the renewal limit has been reached, or an item is restricted in some other
way.
Circulation must allow library staff to place holds from staff workstations or borrowers to place holds
as part of the User Portal from any library or remote location if no restrictions are on the material or
the user.
Circulation must alert the operator when placing holds that a borrower is blocked, their privileges
have expired, or if materials have restrictions against holds and allow the operator to proceed with a
single keystroke.
The system must allow librarians to define individual copies and/or titles that may not have holds
placed on them so they always go to the shelf, available for borrowers who prefer to browse shelves.
The system should allow library staff to remove a hold by a simple straightforward action. Librarians
must have the ability to move a copy up or down in the hold list and define a priority for filling holds
The system must support holds for “on shelf” items
The system must allow staff to initiate a recall for specific titles or copies with a recall message notice
produced and managed with standard notice procedures.
Supportability for the Library to specify limits on the total number of hold requests any patron may
have at any given time; limits to be set by each patron type.
Ability to automatically delete all canceled, unfilled or expired hold requests after a library specified
period of time.
Fines, Over Dues
The fines and overdue functions of the circulation module are:
• That it must generate e-mail/SMS notifications of overdue notices.
• The system must allow the Library to set the parameters for overdue and bill notices.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 20
• Fines must be calculated at the time of check-in, renewal, or checkout.
• The system must allow full or partial payment of fines with receipts.
• Staff must have the capability to exempt fees and fines.
• The system must automatically cancel the lost status when an item is returned.
• The system must keep a history of patron fine and fee payments.
Circulation must support library defined fines and fees with automatic calculation of fines when items
are checked in late and calculation of estimated fines due if overdue books were returned today by the
borrower.
The system must support a cash register function and print receipts for collections of fines, fees, lost
books, and miscellaneous fees assessed such as photocopies and printing.
The system must produce an overdue notice for the hold shelf so library staff can manage those items
not retrieved by borrowers in a timely manner with library defined parameters.
The alert staff of overdue fines on incoming items, allowing staff to pay, waives or charges such fines
to the patron’s account.
Supportability to account for closed days and holidays or grace periods in the calculation of overdue
fines; grace periods being defined by the library.
Supportability to manually add a charge to a patron record and for staff to be able to select a reason
for the added charges from a list originating from the Library.
Keep all completed account transactions in a patron account history for a library-determined length of
time.
Store and display a history of overdue notices and invoices sent to the patron for all items currently
overdue or billed, and include an item’s title, date of notice sent and method sent (telephone, email, or
text message).
Notifications (Print/Email/SMS)
Circulation must support printing of date due slips, fine and fee payments, hold flags, or other
system alerts to an assigned printer that prints formats (such as a cash register type format).
Circulation must produce “expiration date notices” to be sent to users when their expiration date
approaches using the standard notice delivery parameters.
Circulation must support communicating channels of notification to registered library users through
e-mail, phone notification, and printed notices and the ability to define a hierarchy of notices to be
sent, i.e. e-mail notices sent first, if e-mail addresses are contained in borrower’s record, then phone
notification (SMS), and if not an adequate result, a printed notice to be mailed.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 21
The library must have the ability to create a mailing list from the borrower’s file and to create its
own message for notification to users.
Borrower records are managed by library defined profiles which link to and display at least the
following information when accessed: name, id, borrowing restrictions, patron type code, fines, and
fees owed, outstanding materials, hold requests, last activity date, expiration date, notes field, and
personal identification number.
Support and permit customization, but not be limited to, each of the following notices and be able to
exclude from notices certain patron groups (staff): Alert (issued prior to an item’s due date),
overdue, fine, hold pickup, hold cancellation, registration to expire in 30 days, non-use of library
card in specified period of time, holiday/closure notices.
Inventory Control
Circulation must support item status of missing with library staff action invoking status of
missing.
Circulation must support item status of lost, which is automatically invoked after a library defined
period of time of being overdue or can be invoked by library staff, at which time the borrower is
sent a bill for a lost item.
Library staff must have the ability to define whether or not lost items are displayed in the
Library Public Access Catalogue.
When copies are flagged as missing, claims returned, or lost, a report must be automatically routed
to the technical services staff defined by the library.
When items in the lost, claims returned or missing status are withdrawn from the system, any fines
and fees owed and the associated titles should be retained in the patron’s history until they are paid.
Circulation must provide reports of the number and type of transactions on a variety of library-
defined criteria, such as daily, weekly, monthly, annually, time, location, workstation, user type,
material type, classifications, reciprocal borrowers, and all reports must be sorted by library defined
parameters.
The system must retain circulation history of individual items but not of individual borrower’s
information to protect the privacy of patrons.
Circulation must compile a list of overdue, missing, claims returned and lost items for searching
shelves, which can be printed, downloaded or e-mailed.
The system must allow reports to be generated by any authorized library or computer staff.
Libraries must be able to design report and notice formats.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 22
The system must allow for a variety of library-defined notices to be generated for notification using
mail, e-mail, or SMS.
The system must support customizable report generation and production functions that will allow
library and computer staff to prepare customized reports as necessary.
The system must support a variety of standard reports and notices for users based on library-defined
parameters such as over dues, fines, and fees, lost books.
The system must support the ability to send user notifications by email, SMS, and print through an e-
mail and must allow librarians to define a hierarchy to send e-mail notices first (if e-mail is in the user
record), phone notices second, and print notices as the last resort.
Circulation must send an alert message at check-out, renewal, or check-in, or any other transaction
that accesses the borrower records that items are available on the holds shelf and accumulated fines
etc.
Acquisitions Requirements
Order initiation: for the indented
• Check for duplication titles from an order, received and web OPAC, Recommendations of
books.
• All data entered at acquisition section is used throughout system.
• Option to download bibliographic data from CD ROMs international databases or vendor
supplied electronic databases.
Approval :
• Flexibility including specific titles in approval list
• Amendments in approval list prior to its printing
• Budget and expenditure analysis
• Budget allocation among different units and its maintenance
Any other features as when required.
Placing Orders: Firm orders for titles, including for materials received
• Purchase orders printing/emailing
• Title/Publisher/vendors wise order generation.
• Amendment/cancellation of order
• Incorporation of special delivery statements/conditions
• Standing orders for annual publications.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 23
• Proposal for prepaid orders, cancellation, claims, etc.,
Any other features as when required.
Receipt of Order: Procedure to record/editing the details of items received.
Any other features as when required.
Invoice Processing: includes accessioning of items
• Permits more than one invoice for an order
• Allows changes in units price, variable discount, exchange rate etc.,
• Maintain exchange rates of various user-defined currencies.
• Accession number can generate by automatically by the system or it can be a user-defined
number.
• Keep up to date order status with relation to titles, ordered, received and accessioned.
• Updated funds accounts online
• Barcode generation
Any other features as when required.
Order Follow Up:
• Periodic overdue notices/reminders
• Online printing of follow up notices
Any other features as when required.
Online Queries: Acquisition-related queries includes
• Maintain the statistical details of vendors/publishers
• Titles in the process of acquisition
• Pending orders, overdue orders and for the specific order, details of the title ordered, title
received, and pending titles its invoices.
• List of invoices with the library and invoices with the finance.
• Section and for a specific invoice, details of items accessioned against it and payment details,
if any
• Section and for a specific invoice, details of items accessioned against it and payment details,
if any
• List of vendors, giving titles received on approval and pending titles
• Budget analysis of titles in the acquisition process.
• Order details by accession number/supply order number
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 24
Any other features as when required.
Standard & Customized reports: system should be robust enough to generate following requests:
• Approval request form
• Purchase order
• Overdue/Follow up notice
• Budget and expenditure analysis (periodic/daily)
• Payment requisition receipt
• Payments cheque delivery notices
• List of titles on order
• Accession register
• Bill register
• List of recent arrivals etc.,
Any other features as and when required.
Selection lists must be able to be converted to purchase orders or imported into the purchase order
format.
Acquisitions must allow for adequate security and password features so that authorized staff has
rights to perform only those functions for which they are authorized.
Acquisitions must detect duplication and perform de-duplication of records in the library local
Acquisitions orders database with options to create a new order record, not add the record, or attach a
new order to the existing bibliographic record.
The module must allow for MARC record downloads into the acquisitions module directly. Field(s)
filtering is required.
Acquisitions must support viewing of effects on the fund before, during, and after an order is sent.
Acquisitions must support entry of brief title records that will be overlaid by full MARC records
when each title is received and Catalogued.
The library should have the option to display items in the OPAC automatically when the order is
released, transmitted, received, approved, or not at all.
Ability to suppress on-order items and on-order bibliographic records from displaying in PAC
depending on order type.
Ability to edit amounts and funds when paying, which automatically adjust encumbrances.
Ability to receive items without purchase order.
Ability to detect duplicate orders and provide alert of duplication at the time order is created.
Ability to delete items from order or re-order with different vendor.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 25
Serials Control Requirements
New serials initiated the approval process and ordering.
• Duplicate checking
• Prints approved lists updation of ‘Approved’ or ‘Rejected’ titles
• Prints purchase orders for single or packaged subscription.
• Print purchase order by department/publisher/vendors wise
Subscription Renewal:
• Renewal order printing based on subscription expiry date.
• Separate orders for renewals and additional serials
• Cancel supply order of single or all titles from particular order.
Subscription extension specified as resulting from claims on missing issues and numbers.
• Periodic extended up to
• Number of issues not received
• Last volume/issue number
Invoice Processing: both for new subscription and subscription renewal.
• Allows more than one invoice an order
• Allows changes in subscription, period, volumes, issue numbers, frequencies etc.,
• Accepts supplementary invoices for any title
• Accepts and updates subscription details
Receiving issues:
• Well designed screens requiring entry of minimum possible data
• Recording of issues by volume/issue number or date and barcode
• Facility to record receipt of regular issues, various indexes, special issues and additional issues,
supplement, etc.,
Customized claims monitoring: makes possible timely follow up of ‘not received’ (missing issues
and supply not started) overdue and damaged journal numbers.
• Provision of claims for each title of package or bundle subscription
• Claim for payment of non-receiving items.
The ILMS should have facility bindery control
Provision of catalogue generation for current journals and serials holdings according to MARC 21,
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 26
CCF, AACR II, RDF.
Customized serial related queries are:
• Titles in bindery
• Recent arrivals
Standards & customized reports generated by the Serial System include:
• Order form
• List of completed volumes
• Bindery order
• Accession register (for bound volume collection)
• Current arrivals
• Classified and specified indexes and lists of serials, as required.
• Budget and expenditure analysis
• Indexing of articles available
• Missing issues list
• List of duplicate issues
• Notices for ‘not received’, ‘overdue’, ‘soiled/damaged’ issues
• Subscription renewal order
• New subscription order
• Claim letters for missing and non-supply
• List of current subscription – Alphabetical, Department wise, Publisher wise, and vendor
wise.
• List of new titles added and deleted titles for particular year.
Other General Specifications should have includes:
✓ High data support
✓ Data Backup: facility for easy regular data backup by library personnel
✓ Data Privacy, Confidentiality & Security: Vendor should strictly ensure privacy,
confidentiality, and security of all clients’ data should be stored within India.
✓ Koha is open source software, any new customization details as per requirements
of institution should be documented and provided for future reference.
✓ Warranty will be for minimum two years from the date of operation (i.e, after
handover of the system to the institute for live operation).
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 27
✓ LAN, WAN, and Wi-Fi enabled client/web server interface.
✓ Multi-user, user-friendly and multilingual.
✓ Full data transfer from Libsys 7 to Koha Software including Indian language data.
✓ Extraction of record in any MARC 21 format.
✓ Import/Export facility in ISO 2709 format.
✓ RDA support.
✓ Serial control with SDI and CAS service with back volume maintenance.
✓ Provision of customization of reports.
✓ Financial management with different budget heads with data validation facility.
✓ Security of access control as per categorization.
✓ Automatic currency conversion as per university policy/RBI/Bank/GOC
✓ Binding record management.
✓ All passwords (OS, Database, Koha Application) must be shared to library
administrator.
✓ Hyper linking of books.
✓ Status of user’s account from OPAC with bulletin board information.
✓ Metadata (MARC 21/Dublin Core/RDF)
✓ E-resource management.
✓ Report on order/ budget status campus and department wise.
✓ XML based interface for reports.
✓ Flexibility to move from one language to another in all subsystems.
✓ Multimedia access
✓ Backup/Restore/Recovery of complete database.
✓ A comprehensive set of parameters to customize the software to meet the libraries
operation environment.
✓ Completely web/browser based (works on internet/intranet)
✓ Support Windows/Windows NT/Linux/Unix.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 28
Technical Terms & Conditions:
Cloud based Koha implementation technical specifications:-
1) Each campus library will have separate instance of KOHA which will be administered by
the respective Assistant Librarians.
2) The bidder shall give detailed case study for each of the following options.
a) Private cloud with guaranteed data privacy and data security certificate.
b) The data need to be stored within India only certificate need to be provided.
c) The bidder must have executed similar project with one lakh books in database
and the cloud configuration used should be briefly explained and same to be
implemented in any three govt. institute library. The automation project handled
documentary details to be provided with library having collection of more than 1,
00,000.
d) The bidder shall give details of at least 3 cloud operators along with price,
performance and data center details which is maintained by Govt. agency like,
NIC.
e) The bidder shall give details of at least 1 site where two or three local high end
servers are placed and connected each other for smooth running of Koha LMS for
their campuses located in different places.
3) Installation, configuration and implementation of latest and stable version of KOHA-
LMS with overall training for all assistant librarians and library staff at each campus.
Onsite maintenance of the system from date of operation (i.e. after handover of the
system to the Institute for live operation)
4) The vendor(s)/bidder(s) install all modules available in the latest version. Each module
must configure and customised and One-week on-site training at all campus library
(Chennai, Kochi, Kolkata, Mumbai (2 campuses) & Vizag Campus should be provided
within two months of receiving the purchase order. Later within month period the existing
system of IMU Vizag campus library only need to migrated from LIBSYS-7 with RFID
to Koha LMS using suitable middleware for smooth running.
5) The vendor(s)/bidder (s) need to provide complete details regarding onsite visit charges if
any.
6) The vendor(s)/ bidder(s) should provide complete and clear details regarding non-OPAC
customisation charge and confirm the cost per hour/per day to be charged for
customization of any features/functions as required by the campus libraries, keeping in
view that the software will be in use for long term.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 29
7) Training to the library staff shall be carried out at the campus libraries, Chennai, Kochi,
Kolkata, and Mumbai (2 campuses) & Vizag Campus.
8) The vendor(s)/ bidder(s) should preferably have a local contact person for immediate
support whenever required.
9) The vendor(s)/ bidder(s) should provide a testing environment to library staff to check
and validate the migrated data.
10) The vendor(s)/ bidder(s) shall provide assistance in migration process to identify the
potential duplicate Bibliographic data.
11) The personal data accessed during the migration purpose shall not be used for any other
purpose by the vendor(s)/bidder(s).
12) The vendor(s) shall provide all necessary documentation/operational manuals/instructions
required for optimum use of the software.
13) The vendor(s)/ bidder(s) shall respond to provide support through phone call, chat, remote
access etc., in abnormal cases; institute may insist vendor(s) take a visit of the campus.
14) The vendor(s)/ bidder(s) shall be responsible to upgrade the new version of Koha with
necessary patches & customizations free of cost.
15) The vendor(s)/ bidder(s) should provide necessary support to integrate institutional
Repository when needed with Koha-LMS.
16) The vendor(s)/ bidder(s) should facilitate automatic and manual backup and restore
facility.
17) The vendor(s)/ bidder(s) should strictly ensure privacy, confidentiality, and security of
client’s data.
18) The customer has all right to own both software and data should be able to switch the
vendor(s)/ bidder(s) at any time.
19) Koha being open source software, any customization and configuration details as
requirements of client should be documented and provided to client for future references.
20) The source code for KOHA to be used/integrated must be freely available under an open
source license. No third party or vendor (other than KOHA Community) should hold any
intellectual property rights over the final deliverable.
21) The support & service period shall be effective from the date of having completed
successful installation, implementation, customization, & training on the system at the
university premises.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 30
22) The vendor(s)/ bidder(s) must have a customer support cell for technical and service
support in India which can promptly troubleshoot the problems within the specified
timeline.
23) The vendor(s)/ bidder(s) must have online ticketing system for launching complaints and
the uptime and downtime shall be counted which will have to be provided on monthly
basis.
24) For further clarifications, contact the Library in-charges:
1. Vizag Campus – Mrs. S. Pasmashree. Mobile - 9441472498
2. Navi Mumbai Campus – Mr. Devendrappa, T. M. Mobile – 9868325848
3. Chennai Campus – Mr. Chandrappa. Mobile – 9900840188
4. Mumbai Port Campus – Mr. Anil Kumar Mishra. Mobile – 09710552350
5. Kolkata Campus – Mr. Gulam Jilani. – Mobile – 09793239510
6. Kochi Campus – Mr. Rudra Ranjan. – Mobile – 09747910002
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 31
Annexure –I
Information about Bidder
(Must be submitted along with Quotation/Tenders)
Sl.no Description Details
1. Name of the Bidder/Vendor/Firm
2. Complete Postal Address
3. Contact Person to whom all references shall be made
Website Address
Name of the Authorised Person
4. Phone No
Fax No
5. Email ID
6. Date of establishment of the Firm
7. Whether registered with Government Authorities.
(Self-attested copies of all certificates of registration
to be enclosed)
EMD (refundable):
Amount……………….
DD No………………..
Cost of Tender (non – refundable):
Amount………………
DD No……………….
Financial turnover of the Company/Firm for last 3
years (attach copy of proof)
8. Sales Tax/CST No.
(Self-attested copy to be enclosed)
9. Income Tax No. /PAN
(Self-attested copy to be enclosed)
10. Total Year of Experience in the Field
11. Experience in dealing with Government / Govt.
autonomous bodies/ Undertaking / University /
Universities
12. Minimum 03 proofs of satisfactory completion of
work should be submitted
13. Manpower of the Company
Availability for demonstration of Software: Yes/No
(Signature of Authorized Signatory with seal)
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 32
Annexure –II
Financial BID
Sl.no Description of the Expected Services Rate without tax Rate with tax
1. Installation of latest version of KOHA and
configuration of KOHA LMS on centralized local
server at IMU Campus, with multiple independent
library instances, each having its own OPAC, staff
client and independent database along with Union
Catalogue of All Libraries and full maintenance
for two years after the warranty. The OPAC
should be bootstrap enabled. On the mirror server
to be provided by Vendor. No. of independent
library instances may be 5 or more. Set up should
be able to provide Koha Software as a Service
(SaaS) to all libraries spread all over India under
IMU.
2. Cloud based KOHA Library Management
system service including Instalation,
Customization, cloud storage, mailing facility
for overdue reaminder, etc.
3 Setting up mirror server at defined library location
for their own instance and should frequently
update complete data from central server and
serve the individual library In the event of
connectivity failure or server problem the library
operation should continue.
4. Configure Koha OPAC Site (Smart device
friendly)
5. Implementation of Offline Circulation module
6. AMC: Remote support and helpdesk facilities
for Library staff for day to day use of Koha
LMS
7. Charges of onsite training (per day)
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 33
Total Charge
8. Stock Verification Report after Data entry
into Koha LMS
9. Technical Personnel Onsite visit Charge
(Apart from training)
10. New feature/code development / software
integration
11. Annual Maintenance Cost (AMC): Monitor
overall health of the application environment.
Support and help desk facilities for day to day
affairs of the library on KOHA LMS, on annual
basis. Support should be provided through Email,
Phone, Online, etc. If fails provide the service.
Penalty 5% of AMC amount per day will be
imposed (2 Years Warranty).
*Government Taxes & other duties will be extra as applicable for respective items.
I/we am/are submitting my/our best offer in response of your reference vide………………….
Dated……………… for your further course of evaluation. I/We bind myself/ourselves for
compliance of the above the work if offered.
Signature of the bidder with seal:
Name & Address of the Bidder:
Phone & Email:
Date:
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 34
Evaluation of Quotation / Tenders
The purchaser will evaluate and compare the quotations determined to be substantially
responsive i.e., which are properly signed and confirm to the terms and conditions and
specifications in the following the manner.
1. The vendor(s) and bidder(s) will be treated un-responsive (not substantially
responsive) if vendor(s) and bidder(s) answers are N/A to Koha ILMS Functionality
Checklist (Appendix-I) in 10% more cases.
2. Company Profile.
3. Write up on company’s expertise to provide a total solution for establishing this
project.
4. List of current/recent clients/references along with supporting documents viz.
Purchase order, Completion Certificate etc., where in project completed entails
similar complexity and size.
5. Audited/Certified financial statements of latest three years from the Chartered firm
must be submitted along with Quotation / Tenders.
6. Expression of interest in the project.
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 35
Annexure –III
Sample Bibliographic Data Entry Format
Author Entry
Field Indicators Bibliographic details – Example
008
(Data elements)
160408s2016 ne a b 001 0 eng
020 (ISBN) - - $a9789041166647
040
(Cataloging Source)
- - $a DLC $b eng $e AACR
082 (Classification
No)
0 0 $a 387.5 $b ABR $2 23
100 (Main Entry
Personal name)
1 - $a Abrahamson, J.
245 (Title Statement) 1 0 $a International taxation of manufacturing and
distribution / $c John Abrahamson.
250 (edition
Statement)
- - $a7th ed.
260 (Publisher
details)
- - $a Netherlands :
$b Kluwer Law International,
$c 2016.
300 (physical
description)
- - $a xxx, 461p.:$b ill. ; $c 25 cm.
490 (Series
statement)
0 - $a Series on international taxation ; $v v. 56
504 (biography, Note
etc)
- - $a Includes bibliographical references and index.
505 (Formatted
content note)
0 - $a Introduction – Overview of international taxation –
Examples of country tax systems – Manufacturing –
Procurement companies – Distribution and regional
sales companies – Shipping and air transport – Value
added tax – Customs duties and tariffs – The digital
economy – Social security taxes – Tax incentives –
Taxation issues for dividends and profit distributions –
Taxation issues for funding and interest flows – Group
restructures and taxation issues for capital gains –
R&D and intellectual property – Treasury and in-house
banking companies – Group insurance companies.
650 (Subject added
entry)
- 0 $a Manufacturing industries $x Taxation $x Law and
legislation.
650 - 0 $a International business
enterprises $x Taxation $x Law and legislation.
650 - 0 $a Double taxation.
856 (Electronic
Location and Access)
URL
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 36
Editor Entry
Field Indicators Bibliographic details - Example
008
(Data elements)
170404s2017 enk b 001 0 eng
020 (ISBN) - - $a9781509915767
040
(Cataloging Source)
0 - $a DLC $b eng $e AACR
082 (Classification
No)
0 0 $a 341 $b ARC $2 23
245 (Title
Statement)
0 4 $a The Arctic in international law and policy
/ $c edited by Kristina Schonfeldt.
250 (edition
Statement)
- - 5th ed.
260 (Publisher
details)
- - $a Oxford :
$b Hart Publishing,
$c 2017.
300 (physical
description)
- - $a vi, 388p.:$b col. ill. ; $c 26 cm.
490 (Series
statement)
0 - $a Documents in international law
504 (biography,
Note etc)
- - $a Includes bibliographical references and index.
505 (Formatted
content note)
0 - $a Arctic policy -- Arctic cooperation -- Maritime
zones : law of the sea related legislation of the Arctic
coastal states -- Delimitation agreements -- National
submissions to the commission on the limits of the
continental shelf concerning Arctic territorial claims
and recommendations -- Arctic shipping -- Arctic
fisheries -- Protection of the Arctic environment --
Protection of Arctic indigenous peoples -- Arctic
disputes.
650 (Subject added
entry)
- 0 $a Arctic regions $x International status.
650 - 0 $a Arctic regions $x International cooperation.
700 (added entry
personal Name)
1 - $a Schonfeldt, Kristina, $e editor.
856 (Electronic
Location and
Access)
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 37
Annexure –IV
INDIAN MARITIME UNIVERSITY
(A Central University, Government of India)
Navi Mumbai Campus, Karave, Nerul
Navi Mumbai-400706
IMU LIBRARY Page 38
ANNEXURE - V
Declaration regarding Blacklisting/Debarring (On company letter head)
Ref. No. Date:
To The Director (In-charge), Indian Maritime University, Navi Mumbai Campus
Sub.: Declaration regarding Blacklisting/Debarring for taking part in tender.
Sir,
I/We _____________________________________ Firm/Contractor/Manufacturer / Partner(s)/Authorized Distributor/agent of M/s.________________________________________ hereby declare that the firm/company namely M/s._______________________________has not been blacklisted or debarred in the past by Union / State Government or organization from taking part in Government tenders in India. Or
I/We ________________________ Firm/Contractor/Manufacture / Partner(s)/ Authorized Distributor/Agent of M/s. _____________________________________________hereby declare that the Firm/company namely M/s.________________________________was blacklisted or debarred by Union/State Government or any Organization from taking part in Government tenders for a period of ___________________years w.e.f. __________ to __________. The period is over on________________and now the firm/company is entitled to take part in Government tenders.
In case the above information found false I/we are fully aware that the tender/ contract will be rejected/cancelled by the Indian Maritime University, Navi Mumbai Campus, and EMD/ Performance Security shall be forfeited.
In addition to the above, Indian Maritime University, Navi Mumbai Campus shall not be responsible to pay the bills for any completed / partially completed work.
[Name ,Signature & Seal] for and on behalf of M/s. ___________________
Note: This letter shall be on the letterhead of the company and shall be
signedby a person competent and having the power of attorney to bind the
company/firm.