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HomeMy WebLinkAboutStaff Report 7739 City of Palo Alto (ID # 7739) City Council Staff Report Report Type: Consent Calendar Meeting Date: 5/1/2017 City of Palo Alto Page 1 Summary Title: Approval of a Contract for Library Virtual Branch Platform Title: Approval of a Contract with BiblioCommons Incorporated for BiblioCommons Service Platform for the Palo Alto City Library for a First Year Cost Not-to-Exceed $173,220, and Full Contract to Last not More Than Three Years (2017-2020) for a Total Amount Not-to-Exceed $323,764 and Approve a Budget Amendment in the Technology Fund From: City Manager Lead Department: Library Recommendation Staff recommends that the City Council: 1. Approve and authorize the City Manager to execute a contract with BiblioCommons Incorporated in the amount of $144,350 for a 1-year subscription to BiblioCommons software platform, with a 2-year option to renew the contract upon the City’s service satisfaction, for a total not exceeding $323,764; and 2. Approve a 20 percent contingency of $28,870 in addition to the contract amount for the first year; and 3. Amend the Fiscal Year 2017 Budget Appropriation Ordinance for the Technology Fund by: a. Decreasing the Budget for the Virtual Library Branch Project (TE-14002) by $159,791 and close the Virtual Library Branch Project (TE-14002); and b. Decreasing the Budget for the Library RFID Implementation Project (TE-06001) by $212,122; and c. Increasing the budget for Information Technology Department appropriation by $323,764; and d. Increasing the Technology Reserve by $48,149. Executive Summary This project will purchase and implement a state-of-the-art software service as a platform for the Palo Alto City Library’s (PACL) Virtual Branch (CIP TE-14002). The platform is not only a significant upgrade to the current resource and content discovery tool, but also introduces technology tools to engage the community with the Library. The Virtual Branch was created from the community’s need for a digital environment, accessible from anywhere, for City residents to explore library resources. This solution makes collections, customer services, City of Palo Alto Page 2 programs, and community more broadly available using current technological tools available to libraries. It also provides an integrated experience for discovering and using library resources and engages the community through social interactions, showcasing PACL’s unique materials, with the aim of becoming a digital destination. Background Beginning with the Library Service Model Analysis and Recommendations (LSMAR) report, approved by the City Council in 2006, the Library Advisory Commission (LAC) stated that the library should boldly address community needs through the provision of collections and services that meet leading edge standards for content, access and connectivity to efficiently and effectively serve all ages and support life-long learning (LSMAR Transmittal, December 6, 2006). The Library Technology Plan, 2009-2013 then developed the idea for a full-service online library branch, noting that mobile-friendly services will be commonplace by 2015. In November 2011, the LAC proposed to build a Virtual Library Branch, integrating the library catalog with virtual resources and delivery that is both web-based and mobile. Since Council approved building a Virtual Branch as a Capital Improvement Project (CIP), the Library has been exploring and constructing prototypes based on the vision, goals, and objectives of the CIP project, which required the Virtual Branch to offer responsive, mobile- friendly interfaces across the Library’s unified catalog, website, news, and events. The Virtual Branch should be a single, modern, unified user experience that integrates a wide variety of content into the library catalog. It was planned to offer a set of powerful, efficient tools for staff to do high-level community engagement, including through social media. The selected platform will allow the Virtual Branch to meet these expectations. Additionally, the platform will allow the Virtual Branch to achieve the following goals:  In accordance with the values of the library profession, the Virtual Branch will maintain security and user privacy, abide by copyright law and licensing agreements, and provide accessible options for users with disabilities; and  Embody a visual and functional design that reflects the highest degree of aesthetic appeal and usability; and  Offer appropriate functionality for each category of device, including desktop/laptop computers with full-sized displays, tablet computers, and smartphones. It should be assumed that the majority of access to the Virtual Branch will take place through mobile devices and be optimized accordingly; and  Provide a management console or dashboard that allows library personnel to manage the portal efficiently and effectively. Discussion Staff from the Library Department and the Information Technology Department worked with a library technology consultant to explore library marketplace technologies that could meet our goals and objectives for the Virtual Branch platform. The consultant recommended the Library first explore partnering with the Library's current online service provider, Innovative Interfaces, City of Palo Alto Page 3 Inc. (III), to develop a platform that would meet the Library's goals and objectives. After over a year's exploration, the Library did not gain any sign of commitment from III for developing such a platform. With the consultant's advice, staff explored other options: the potentials of the City's existing products, such as Civica and Encore; building a proprietary product on our own; and products which various libraries in the U.S. have installed, such as Stacks, Queens Public Library's eBook platform, and BiblioCommons. The option of building and maintaining our own proprietary software platform was quickly ruled out, as additional staff would be needed to continually work on the branch, developing upgrades and maintaining the system. Other libraries’ products were found to be limited and would likewise require staff onsite to work on creating local content and development. Following exploration of the various options, staff suggested that an out-of-the-box solution already in use by other libraries which would best meet local needs was the best recommendation. Library and IT staff discovered that BiblioCommons is currently the only vendor in the library market to provide dynamic, real-time integration between website and library catalog, with all lists, blogs, posts, and commentary operating on the bibliographic record of the catalog. In addition, Bibliocommons is the only vendor that can offer a deeply- integrated user experience across traditional functional silos with a dynamic, fully-automated layout engine that configures website content dynamically. Through this process, Library staff has learned that libraries such as San Diego Public Library, St. Paul Public Library, and Hennepin County Library have purchased BiblioCommons products via sole source procurement. Local libraries currently using BiblioCommons include Santa Clara County Library, San Mateo County Library, the Peninsula Library System, and San Francisco Public Library. Timeline Following execution of the contract, the anticipated implementation start date is in May 2017. The go-live date is tentatively scheduled for November 2017. Resource Impact Funds for this contract have been identified through savings in Library Capital Projects in the Technology Fund. The Virtual Library Branch Project (TE-14002) is no longer needed, as this contract will address the scope of the project. Additionally, project savings of $212,122 have been realized in the Library RFID Implementation Project (TE-06001) which will be completed in Fiscal Year 2017. The first year expense for implementing and offering service is $173,220 including a 20 percent contingency. For the following two years, the total ongoing software maintenance costs are estimated at $150,544 including 20 percent contingency for each annual cost. Policy Implications The recommendations in this report are consistent with existing City policies. City of Palo Alto Page 4 Environmental Review The recommendations in this report do not constitute a project requiring review under the California Environmental Quality Act (CEQA). Attachments:  Attachment A: BiblioCommons Library Subscription Master Agreement LIBRARY SUBSCRIPTION MASTER AGREEMENT THIS LIBRARY SUBSCRIPTION AGREEMENT (the “Agreement”) is made this ___ day of _________, 2017 (“Effective Date”) between BiblioCommons Inc., a corporation constituted under the laws of the Province of Ontario, Canada (“BiblioCommons”) and the Palo Alto City Library, a Department of the City of Palo Alto, a California chartered municipal corporation; (“Subscriber”) (Individually, a “Party” and collectively, the “Parties”). The terms and conditions of this Agreement shall govern the Service(s) (as defined below) to be provided by BiblioCommons under any Order Form (as defined below) executed by the Parties, as though the provisions of this Agreement were set forth in their entirety within such Order Form. NOW THEREFORE in consideration of the mutual promises and covenants herein, and other good and valuable consideration, the sufficiency of which is acknowledged by the Parties, the Parties agree as follows: 1. DEFINITIONS AND PRINCIPLES OF INTERPRETATION 1.1 Definitions. Whenever used in this Agreement, the following words and terms shall have the meanings set out below: (a) “Agreement” has the meaning ascribed to it in the introductory paragraph; (b) “Authorized Patron” means a person who has a numbered library account with Subscriber and is authorized by Subscriber to use the Service; (c) “BiblioCommons” has the meaning ascribed to it in the introductory paragraph; (d) “Breaching Party” has the meaning ascribed to it in Section7.1(b) hereof; (e) “Business Day” means a day, other than a Saturday or a Sunday or statutory holiday in the jurisdiction of either Party; (f) “BiblioWeb Service” has the meaning set out in the applicable Order Form; (g) “Confidential Information” means any information disclosed by a Party to the other Party pursuant to this Agreement in a context which would cause a reasonable person to believe the information is intended to be treated as confidential, including but not limited to, documents expressly designated as confidential, any information related to BiblioCommons proprietary services and software including the Service, Secure Personal Information, and information related to Subscriber’s processes, products, employees, facilities, equipment, security systems, information systems, finances, marketing plans, suppliers, or distributors; provided, however that “Confidential Information” shall not include information that: (i) is now available or becomes available to the public without breach of this Agreement; (ii) is explicitly approved for release by written authorization of the Disclosing Party; (iii) is lawfully obtained from a third party or parties without a duty of confidentiality; (iv) is disclosed to a third party by the Disclosing Party without a duty of confidentiality; (v) is known to the Receiving Party prior to disclosure; (vi) is at any time developed by the Receiving Party independently of any such disclosure(s) from the Disclosing Party; or (vii) must be disclosed as required by law; (h) “Core” or “Core Service” has the meaning set out in the applicable Order Form; (i) “Disclosing Party” has the meaning ascribed to it in Section 5.1 hereof; to (j) “Designated Person” is the person designated by the subscriber to receive all notices, consent and other communication. See Sections 9.12, 9.12, and 9.13; (k) “Effective Date” has the meaning ascribed to it in the introductory paragraph; (l) “Fees” means the fees for the Services set out in the applicable Order Form, as adjusted for Renewal Terms from time to time as set out in Section 3.1(b); (m) “Force Majeure Event” has the meaning ascribed to it in Section 9.4; (n) “ILS” means the Subscriber’s existing back-end; (o) “Initial Term” has the meaning ascribed to it in Section 2.2 hereof; (p) “Intellectual Property Right” means any intellectual property right recognized by law, including any intellectual property right protected through legislation (such as that governing patents, copyright or trademarks) or arising from protection of information as a trade secret, confidential information or common law trademark right; (q) “Order Form” has the meaning ascribed to it in Section 3.1(a) hereof; (r) “Parting” has the meaning ascribed to it in Section 7.2 hereof; (s) “Party” or “Parties” has the meaning ascribed to it in the introductory paragraph. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 - 2 - (t) “Privacy Statement” shall mean a statement of BiblioCommons’ privacy practices that shall govern BiblioCommons’ collection, use and disclosure of Personal Information of Authorized Patrons which, as of the Effective Date, is attached as Schedule “E”, and which may be amended by BiblioCommons from time to time, and upon written notification to Subscriber in the event of any substantial change; (u) “Receiving Party” has the meaning ascribed to it in Section 5.1 hereof; (v) “Renewal Term” has the meaning ascribed to it in Section 2.2 hereof; (w) “Secure Personal Information” means personally identifiable information that is provided by a User in the registration process or personal account settings on the Service, or is transferred to the Service from the ILS; notwithstanding the foregoing “Secure Personal Information” shall not include Shared Content or information an individual has chosen to transmit or share through a feedback service provided on the Service, web-forms on the BiblioWeb service (if any) or an entry in any context which is, by design, publically viewable; (x) “Shared Content” has the meaning ascribed to it in the Privacy Statement; (y) “Service” means a range of services set out in the applicable Order Form; (z) “Subscriber” has the meaning ascribed to it in the introductory paragraph; (aa) “Technical Requirements” has the meaning ascribed to it in Section 3.2 hereof; (bb) “Term” shall mean the duration of the Initial Term and any Renewal Term; (cc) “Terms of Use” shall mean the terms of use that govern the use by Authorized Patrons of the Service which, as of the Effective Date, is attached as Schedule “F”, and which may be amended by BiblioCommons from time to time; (dd) “User” means an Authorized Patron who has registered with BiblioCommons to use the Service. 1.2 Schedules. This Agreement contains the following schedules, each of which are attached and incorporated to this Agreement: Schedule “A” – Template Order Form Schedule “B” – Support Services Schedule “C” – Service Levels Schedule “D” – Technical Requirements Schedule “E” – Privacy Statement Schedule “F” – Terms of Use Schedule “G” – Additional Fees 1.3 Calculation of Time. When calculating the period of time within which or following which any act is to be done or step taken pursuant to this Agreement, the date which is the reference day in calculating such period shall be excluded. Any payment or action to be made or taken on a day other than a Business Day in either jurisdiction shall be made or taken on the immediately following day that is a Business Day in the jurisdictions of both Parties. 2. BIBLIOCOMMONS OBLIGATIONS 2.1 Delivery of Service. During the Term, BiblioCommons shall make the Service available via the Internet to Authorized Patrons and grant to Subscriber a non-exclusive and non- transferable right to use the Service. Authorized Patrons are subject to and may be required to agree to the Terms of Use and Privacy Statement. 2.2 Term. Unless terminated earlier as provided herein, this Agreement shall commence on the Effective Date and shall continue until the end of the term of the Core subscription set out on the Order Form attached hereto (the “Initial Term”). In the event any Order Form contains Services that are being added to an existing Core subscription, such added Services shall be coterminous with the Initial Term or applicable Renewal Term of the Core subscription and shall be billed from the date of the applicable Order Form according to the Fees set out therein. Unless terminated pursuant to Section 7.1, upon expiration of the Initial Term or any Renewal Term, provided only that Subscriber has executed an Order Form that renews the BiblioCore service, this Agreement shall renew and be coterminous with such Order Form (each such renewal a “Renewal Term”), provided that BiblioCommons provides notice to Subscriber of such prices at least ninety (90) days prior to the end of the Term and unless either Party notifies the other Party of its intention to not renew the Agreement at least sixty (60) days prior to the end of the Term. 2.3 Changes to the Service. BiblioCommons may, from time to time and at any time, in its sole discretion, introduce upgrades and updates to the Services that are consistent with the service description set out in the applicable Order Form at no DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 - 3 - additional charge. BiblioCommons will make reasonable efforts to notify Subscriber of substantial changes in order to facilitate prior notice to library staff. 2.4 Maintaining Community Standards. The Service allows Users to flag user-generated content they feel does not conform to the Terms of Use. When content is flagged three times, or as many times as may be determined by BiblioCommons in its sole discretion, BiblioCommons will: x Remove flagged content from public view; and x Notify the User who contributed the content, and provide directions for appealing the removal. Any appeals will be compiled and at least once each month BiblioCommons will review any appeals to assess whether the removed content conforms with the Terms of Use in effect at the time of removal. BiblioCommons will make commercially reasonable efforts notify and consult with Subscriber a) in the event of such an appeal from a User and b) before disabling or terminating the account of any User. 2.5 Support. BiblioCommons will use reasonable efforts to support the Services in accordance with the service levels and remedies outlined in Schedule “B” Support Services. 2.6 Service Level. BiblioCommons will use reasonable efforts to provide the Core Service in accordance with the service levels and remedies outlined in Schedule “C” Service Levels. Notwithstanding anything herein to the contrary: x BiblioCommons may interrupt the Service for security purposes; x The Service is dependent on the Internet and availability and performance may be impacted by the availability and performance of the Internet. 2.7 Indemnity. BiblioCommons shall indemnify, hold harmless and defend Subscriber from and against all third party claims, demands, losses, damages, costs and expenses (including reasonable attorneys’ fees) (“Claims”) made against or incurred, suffered or sustained by the Subscriber, in connection with, or relating to, or arising out of any allegation or claim that the Service itself violates or infringes any third party intellectual property rights except to the extent such Claim is related to the acts or omissions of the Subscriber, its Authorized Patrons or any of its respective agents or contractors; provided that, BiblioCommons is provided with (i) prompt written notice of any third party claim; (ii) all necessary assistance, information and authority necessary for BiblioCommons to defend a third party claim and perform its obligations under this Section; and (iii) sole control of the defense of such claim and all associated negotiations. 3. SUBSCRIBER OBLIGATIONS 3.1 Order Forms, Fees and Payment. (a) Order Form. Subscriber shall order a Service by completing and signing an order form, a template of which is set out in Schedule “A” attached hereto (each, an “Order Form”). Each accepted, fully executed Order Form shall become incorporated herein by reference as successive Exhibits (e.g. Exhibit A-1, Exhibit A-2 etc.). In the event that Subscriber’s business practices require a purchase order number be issued prior to payment of any BiblioCommons invoices pursuant to the applicable Order Form, then such purchase order number must be provided to BiblioCommons prior to the activation of the Service. Subscriber’s execution and return of the applicable Order Form to BiblioCommons without designating a purchase order number shall be deemed an acknowledgement that no purchase order number is required for payment of the invoices hereunder. Additionally, terms, provisions or conditions on any purchase order, acknowledgment, or other business form or writing that Subscriber may use in connection with the provision of Service(s) from BiblioCommons will have no force and effect on the rights, duties or obligations of the Parties, regardless of any failure of BiblioCommons to object to such terms, provisions or conditions. (b) Fees. All Fees are exclusive of amounts payable as tax or any other registration or operating fee that may be levied against BiblioCommons by national, state or local authorities in whose jurisdiction Subscriber operates and that pertain to the provision of the Service during the Term. Such amounts will be payable by Subscriber. Fees are based on Services purchased, not actual usage. Payment obligations are non-cancelable and Fees paid are non-refundable. The price actually charged for a specific Service will be the price in effect at the time the Service is requested. On the anniversary date of an Order DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 - 4 - Form, BiblioCommons reserves the right to increase the Fees for the Services upon notice to the Subscriber. BiblioCommons reserves the right to modify its Fees, charges and/or to introduce new charges at any time, upon at least ninety (90) days prior notice to Subscriber, effective upon the next Renewal Term. (c) Payment Terms. All Fees are exclusive of taxes. All amounts payable by Subscriber are inclusive of all applicable taxes. Payments shall be due 30 days from receipt of an invoice by the Subscriber from BiblioCommons. Payments not received when due will accrue interest at the lower of (i) one percent (1%) per month, or (ii) the highest rate allowed by applicable law. BiblioCommons or its agent shall have the right to recover all collection costs from the Subscriber. Without limiting its other remedies, if Subscriber is late in its payments at any time, BiblioCommons or its agent may request reasonable assurances or deposits to secure Subscriber’s payment obligations hereunder. (d) Non Payment. In the event that full payment is not made by the Subscriber within 60 days of the date of receipt of an invoice by the Subscriber, BiblioCommons or its agent may send to the Subscriber a written requirement for payment and if payment is not received within thirty days of the date of receipt of that notice by the Subscriber, BiblioCommons may terminate this Agreement as set out below in Section 7 (Termination). However, this right may be waived upon mutual written confirmation between BiblioCommons and the Subscriber of their intent to continue service delivery in spite of payment delays. 3.2 Technical Requirements. Subscriber will ensure that its ILS and its bibliographic and patron data meet minimum standards determined by BiblioCommons, attached and incorporated as Schedule “D” (the “Technical Requirements”). 4. INTELLECTUAL PROPERTY RIGHTS 4.1 Ownership of Intellectual Property Rights. As between BiblioCommons and Subscriber, all rights, title and interest, including all Intellectual Property Rights, related to the Service and related software and documentation, including without limitation, any and all upgrades, updates, improvements, fixes, additions, enhancements, modifications and derivative works thereto, shall remain with BiblioCommons. Nothing in this Agreement shall grant to either Party any ownership or other Intellectual Property Rights of the other Party other than as expressly set out in this Agreement. Nothing in this Agreement shall grant to either Party any ownership or any Intellectual Property Rights to content generated by Users in connection with their use of the Service. 4.2 Control of Trade-marks. Subscriber acknowledges that “BiblioCommons” is a trade-mark of BiblioCommons and shall not be used by Subscriber except as expressly provided in this Agreement and otherwise only with the written consent of BiblioCommons and in accordance with any trade- mark guidelines that may be provided by BiblioCommons from time to time. 5. CONFIDENTIAL INFORMATION 5.1 Disclosure; Standard of Care. The Parties acknowledge that, in the course of this Agreement, each Party (a “Disclosing Party”) may disclose Confidential Information to the other (a “Receiving Party”). Each Receiving Party shall hold such Confidential Information in trust for the sole benefit of the Disclosing Party. Each Receiving Party shall protect the other Party’s Confidential Information from unauthorized dissemination, disclosure and use with the same degree of care that each such Party uses to protect and safeguard its own like information, but not less than a reasonable degree of care given the sensitivity and strategic value of such Confidential Information. Confidential Information shall be disclosed only to the employees and subcontractors of the Receiving Party who have a “need to know” and who have executed an internal nondisclosure agreement at least as restrictive as the terms of this Agreement. A Receiving Party shall not disclose any Confidential Information to any third party without first obtaining the Disclosing Party’s written consent to such disclosure unless such disclosure is required by law. A Receiving Party may further disclose Confidential Information to such Party’s professional advisors in connection with the negotiation and performance of this Agreement and in connection with the advisor’s consideration of disclosures that may be required by law, provided such advisors are informed of the obligations of confidentiality. In the event that a Receiving Party is compelled to disclose a Disclosing Party’s Confidential Information, in the course of litigation or otherwise, or a compelled disclosure is reasonably anticipated, the Receiving Party shall give immediate notice to the Disclosing Party of such fact and shall provide all reasonable cooperation to the Disclosing Party at the sole expense of the Disclosing DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 - 5 - Party in obtaining a protective order to prevent the disclosure of Confidential Information. 6. WARRANTIES 6.1 BiblioCommons Warranties. BiblioCommons hereby represents and warrants to Subscriber that: (a) BiblioCommons is legally incorporated and validly exists as a corporation under the laws of Ontario; (b) BiblioCommons has the power and authority to enter into the Subscriber Agreement; (c) The individual signing this Agreement has the power and authority to sign such documents; (d) It will use its commercially reasonable efforts to maintain the systems associated with the Service free from viruses, Trojans and other harmful code; and (e) The Service will be performed in a professional, workmanlike manner, commensurate with industry practices within the industry in which BiblioCommons operates. 6.2 Subscriber Warranties. Subscriber hereby represents and warrants to BiblioCommons that: (a) Subscriber is a Department of the City of Palo Alto, a California chartered municipal corporation; (b) Subscriber has the power and authority to enter into the Subscriber Agreement; (c) the individual signing this Agreement has the power and authority to sign such documents; and (d) Subscriber will use commercially reasonable efforts to avoid transmitting to BiblioCommons any viruses, Trojans and other harmful code. 6.3 Warranty Disclaimer. EXCEPT AS EXPRESSLY SET OUT IN SECTION 6.1., THE SERVICE AND ANY SOFTWARE PROVIDED IN CONNECTION WITH THE SERVICE IS PROVIDED BY BIBLIOCOMMONS UNDER THIS AGREEMENT ON AN “AS IS” BASIS AND BIBLIOCOMMONS AND ITS LICENSORS MAKE NO (AND HEREBY DISCLAIM ALL) WARRANTIES, REPRESENTATIONS AND CONDITIONS WHATSOEVER, EXPRESS OR IMPLIED, WRITTEN OR ORAL, ARISING BY STATUTE, OPERATION OF LAW OR OTHERWISE, REGARDING THE SERVICE PROVIDED UNDER THIS AGREEMENT, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTY OR CONDITION OF MERCHANTABLE QUALITY, FITNESS FOR A PARTICULAR PURPOSE, NON- INFRINGEMENT OR ARISING FROM A COURSE OF DEALING, TITLE, USAGE OF TRADE OR COURSE OF PERFORMANCE. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, BIBLIOCOMMONS MAKES NO WARRANTY THAT THE OPERATION OF THE SERVICE WILL BE ERROR-FREE OR THAT IT WILL PRODUCE A DESIRED RESULT. 7. TERMINATION 7.1 Termination. This Agreement may be terminated at any time: (a) if either BiblioCommons or Subscriber has filed or commenced, or suffered or submitted to the filing or commencement of, any bankruptcy or insolvency proceeding under the law of its domicile or incorporation; (b) by either Party if the other Party breaches the terms and provisions of this Agreement provided the Party alleging that the other Party is in breach (the “Breaching Party”) provides written notice to such Breaching Party of the alleged breach. The Breaching Party shall have 30 days to remedy such breach, unless such breach cannot reasonably be remedied within 30 days, in which case the Breaching Party shall make all reasonable efforts within 30 days to begin to remedy the alleged breach and shall remedy such breach within a time period that is commercially reasonable to complete such remedy. Notwithstanding the termination or expiration of this Agreement, Articles 1, 4, 5, Section 6.3, Article 7, Article 8 and Article 9 shall survive the termination or expiration of this Agreement. (c) The Palo Alto City Manager may terminate this Agreement without cause by giving written notice thereof to BiblioCommons no more than ninety (90) days prior to the expiration of the Initial Term. 7.2 Treatment of Patron-Contributed Data upon Termination. In the event of a termination of this Agreement or should a renewal agreement not be established after the Term (a “Parting”), BiblioCommons shall provide at Subscriber’s request and upon the payment of a cost- recovery fee referenced in Schedule G, a transfer of all user-generated bibliographic annotations for use by Subscriber in association with an alternate service, provided by Subscriber itself or by a third party, that adheres to the Terms of Use and Privacy Statement. In addition, in the event of a Parting, Subscriber agrees that BiblioCommons will send a customer service communication, subject to Subscriber approval which shall not be unreasonably withheld, explaining the DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 - 6 - User’s options and their implications through such transition, to all Users who have: (a) communicated or established connections with one or more persons who are registered users of a BiblioCommons service; (b) initially approached the Service for registration through a website that is not affiliated with Subscriber; (c) subscribed to syndicated information from one or more persons who are registered users of a BiblioCommons service; or (d) syndicated their information or content from BiblioCommons to other websites. Secure Personal Information on BiblioCommons servers that is associated with Users who do not choose to continue their participation in a BiblioCommons service will be deactivated within ninety (90) days of a Parting. 8. LIMITATION OF LIABILITY 8.1 Limitations of Liability. Except for any claims of misappropriation of intellectual property and for fees due under Article 3, in no event shall either Party be liable for: (i) indirect, special, consequential, incidental or punitive losses, damages or expenses or lost profits or savings even if it has been advised of their possible existence; or (ii) aggregate liability under this Agreement to the other Party exceeding the aggregate amount of the Fees paid by Subscriber to BiblioCommons during the 12 month period immediately preceding the date of any such claim. This limitation of liability extends to any alleged liability arising under the law of contracts, torts, negligence or any legal or equitable theory whatsoever. 9. GENERAL 9.1 Good Faith and Fair Dealing. Each Party agrees that it shall, with respect to the other Parties, and in all matters related to this Agreement, act in good faith and in accordance with reasonable commercial standards. 9.2 Publicity. Each Party may issue a public statement or general marketing communications announcing the relationship under this Agreement without the prior written consent of the other Party. For the sole purpose of marketing and promoting the Service and for the Term of this Agreement only, each Party hereby grants to the other Party the non-exclusive non-transferable right to use and display such party’s logos and trade-marks in the other Party’s websites and marketing materials, subject to compliance with the originating Party’s trade-mark guidelines provided to the other Party from time to time. 9.3 Entire Agreement. This Agreement together with all of the terms in the applicable Order Form constitute the entire understanding of the Parties with respect to the subject matter hereof and supersedes all prior agreements, understandings and negotiations, both written and oral, between the Parties with respect to the subject matter hereof and thereof. No representation, inducement, promise, understanding, condition or warranty not set forth herein, or incorporated by reference herein, has been made or relied upon by any Party hereto. 9.4 Force Majeure. Neither Party shall be liable for any damages, delays or failure in performance under this Agreement caused by acts or conditions beyond its reasonable control or without its fault or negligence (each, a “Force Majeure Event”), including but not limited to “acts of God”, delays caused by governmental authorities, strikes, lockouts and other labour unrest, delays in obtaining governmental approvals and similar conditions. A Party shall, in order to avail itself of any of the provisions of this Section, promptly send a written notice of the Force Majeure Event to the other Party, including a description of the Force Majeure Event, its expected duration and a description of the actions being taken by the Party to mitigate the effect of the Force Majeure Event. 9.5 Severability. For the purposes of this section, the Parties acknowledge and agree that each and every term of this Agreement is of the essence. If any one or more of the provisions contained in this Agreement should be declared invalid, illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining provisions contained in this Agreement shall not in any way be affected or impaired thereby so long as the commercial, economic and legal substance of the transaction contemplated hereby are not affected in any manner materially adverse to any Party. Upon such a declaration, the Parties shall modify this Agreement so as to carry out the original intent of the Parties as closely as possible in an acceptable manner so that the transactions contemplated hereby are consummated as originally contemplated to the fullest extent possible. 9.6 Further Assurances. Each Party shall at any time and from time to time, upon each request by the other Party, execute and deliver such further documents and do such further acts and things as DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 - 7 - the other Party may reasonably request to evidence, carry out and give full effect to the terms, conditions, intent and meaning of this Agreement. 9.7 Amendments. This Agreement may be modified or amended only with the mutual written consent of the Parties. 9.8 Assignment. Neither Party may assign its rights or obligations hereunder without the written consent of the other Party, except that BiblioCommons may assign this Agreement to any third party, without consent, in connection with any sale, amalgamation, reorganization or similar transaction involving a sale of all or substantially all of its shares or assets, provided that such assignee adopts this Agreement. 9.9 Subcontracting. BiblioCommons may subcontract portions of the Service, provided that BiblioCommons shall remain responsible for all of its obligations under this Agreement as the original contracting party hereto. 9.10 No Waiver. No failure or delay by any Party in exercising any of its rights or remedies hereunder will operate as a waiver thereof, nor will any single or partial exercise of any such right or remedy preclude any other or further exercise thereof or the exercise of any other right or remedy. Except as otherwise provided herein, the rights and remedies of the Parties provided in this Agreement are cumulative and not exclusive of any rights or remedies provided under this Agreement, by law, in equity or otherwise. 9.11 No Agency. The Parties are not partners or joint venturers; neither Party is the agent, representative, or employee of the other Party; and nothing in this Agreement will be construed to create any relationship between them other than an independent contractor relationship. Neither Party will have any responsibility or liability for the actions of the other Party except as specifically provided herein. Neither Party will have any right or authority to bind or obligate the other Party in any manner or make any representation or warranty on behalf of the other Party. 9.12 Notices. All notices, consents and other communications required or which may be given under this Agreement will be in writing and will be deemed to have been duly given when given by hand, by courier, or by email confirmed by the recipient.. If sent outside business hours of the addressee, such notice, consent or other communication will be deemed to have been duly given at the beginning of the next Business Day. Notices, consents and other communications shall be addressed to a Party at its address set forth below, or at such other address as a Party may hereafter designate by notice given in accordance with the terms hereof If for BiblioCommons: BiblioCommons Inc. 119 Spadina Ave. Suite 1000 Toronto, ON M5V 2L1 Canada Attention: Patrick Kennedy with a copy to: Stikeman Elliott LLP 5300 Commerce Court West 199 Bay Street Toronto, ON M5L 1B9 Canada Fax: (416) 947-0866 Attention: Wesley Ng If for Subscriber: City Clerk City of Palo Alto P.O. Box 10250 Palo Alto, CA 94303 With A Copy to: Director Palo Alto Library 1305 Middlefield Road Palo Alto, CA 94301 9.13 Counterparts; Facsimile. This Agreement may be signed in any number of counterparts, each of which shall be an original, with the same effect as if the signatures thereto and hereto were upon the same instrument, and facsimile or scanned signatures shall be deemed original. This Agreement shall become effective when each Party hereto shall have received an original, scanned or faxed counterpart hereof signed by each other Party hereto. 9.14 Governing Law and Venue. This Agreement shall be governed and interpreted by the laws of the State of California. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 IN WITNESS WHEREOF the Parties have executed this Agreement as of the date first above written. BIBLIOCOMMONS INC. PALO ALTO CITY LIBRARY Name: Patrick Kennedy Name: Title: President Title: APPROVED AS TO FORM Name: Title: DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “A” - 1 SCHEDULE “A” TEMPLATE ORDER FORM (Attached) DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 2 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 3 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 4 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 5 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 6 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 7 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 8 SCHEDULE “A-1” BIBLIOCORE SERVICE DESCRIPTION The Service will provide an OPAC for Subscriber’s holdings. The “Core Service” will include: • The mapping of bibliographic data from Subscriber’s ILS • MARC record synchronization between BiblioCommons servers and Subscriber’s ILS • Registration and log-in for Authorized Patrons: • Create account on BiblioCommons if first login, and record personal account information • Fetch list of checked out items, holds and recently returned when requested • Fetch list of fines when requested • Support for user-generated content: • Bibliographic Records (Bibs) may be annotated as follows: Add faceted tags Specify I own this Add or edit Comment Add a Notice about the content Add Quotation(s) Add to List Enter Private Notes • “Lists” or “Guides” Function Create and annotate a List Add bibs from the catalogue Add URL to a list Add item annotations Make a list Public / Private Configuration option to feature staff-created lists prominently in search results for lists. • “My Shelves”– including facets • Recommendations “Follow” a user Receive recommendations • Block/unblock user • Flag inappropriate content • Search • “One box” search interface • Basic search options: title, author, subject, tags, lists. • Advanced Search Interface • Faceted search-results interface, includes Rating facet • Sort-by options for search results • Advanced “Did you mean…” feature • Graduated search feature: “Broaden your search” • Display holdings and availability. • Display of Bibliographic Records • Bib Page: Bib information (title, authors) Key MARC data Key inventory data (availability at local branches) Holdings information for serials User-generated content for a bib, hiding user-generated content from blocked users Third-party bib content provided by Subscriber (e.g. Syndetics, Content Café ) • Ability for users, from the Bibliographic Record, to Place holds Add user-generated content / add to My Collections DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 9 Browse adjacent titles • Transactions: • Place holds • Cancel holds • Suspend holds • Renew items • Change patron email address • Messaging • User Inbox provides central location for all messages posted • Message blocking available for users under the age of 13 • Options for sharing content outside of BiblioCommons environment • Explore New Titles • Faceted Browsing • Configurable New Titles Listings • Community credits: automatically saved and displayed to patron • Library Admin: • Community Credits: On/Off • High-level activity reporting • Tiered permission levels to site: ability to enable authorized Library staff content to be flagged on site • Extraction of library data uniquely held by BiblioCommons, using BiblioCommons Web Services APIs, for library "add-ons" or "widgets". • Configuration of messages • BiblioCommons will provide upgrades to the Service at no additional cost. Notwithstanding the above, BiblioCommons reserves the right to charge separate fees for additional services outside the scope of what is described here. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 10 SCHEDULE “ A-4 ” BIBLIOWEB SERVICE DESCRIPTION The BiblioWeb Service is a software as a service made available to users through the Internet. It will include the following functionality and work: 1. Home Page a. Template options to promote your library’s content. Depending on your templating decisions, different card sizes and features are available for use (e.g. a BiblioEvents feed, a blog feed, a new titles carousel, social media blocks) b. A range of content card types for use on the homepage and other card-based pages, including: blog, news, list, catalog title, tweet, event, other resource. A style guide will be implemented based on your library’s color palette. 2. Header & Footer a. “One box” search interface that will easily toggle between BiblioCore , BiblioEvents, and BiblioWeb. b. Seamless navigation and header branding across BiblioCore, BiblioEvents and BiblioWeb.. c. BiblioCommons will provide a static asset file for the header for use on other websites 3. Browse functionality a. Ability to create an unlimited number of Browse pages b. Ability to create, edit and order carousels for each Browse page to highlight website & catalog materials c. Ability to mark a card as featured. 4. Blogs a. Ability to set up blog categories and create aggregate feeds. b. Staff WYSIWYG editor to create and edit posts. c. The ‘Add a Title’ widget in the WYSIWYG editor facilitates adding titles from Core, which in turn displays a teaser of the post on related bib records. (Note: this functionality is not optimized for consortium.) d. Ability to preview posts. 5. Blog Commenting a. Support for ILS-authenticated user commenting on blog posts. b. Peer-moderated flagging system (user facing). 6. Static Pages a. Access to a simple WYSIWYG editor for creating static pages. b. Ability to unpublish pages. c. Ability to preview static pages. d. Ability to revert back to previous versions of a page. e. Ability to add event, FAQ, online resource and blog post widgets in right sidebar. f. A third party service should be used to host videos; PDFs will be hosted by BiblioCommons 7. Online Resources a. Ability to add online resources and descriptions. b. Ability to organize online resources by multiple taxonomies 8. Frequently Asked Questions a. Ability to add frequently asked questions. b. Ability to create categories to organize FAQs. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 11 c. Ability to embed FAQs on static pages. 9. Library Location Pages a. Library location, hours, contact information and photo are displayed in a content block administered by library. b. Ability to link to directions to the library. c. Locations easily accessible via top navigation. d. Ability to search for closest locations by ZIP code or postal code. e. Daily schedules will have current day highlighted. 10. Forms a. Ability to build forms using a variety of form fields. b. Ability to make fields required. c. Ability to set-up email notification for staff when a form is submitted. d. The confirmation message that is presented to users is configurable. e. All content submitted via forms is archived and accessible on the website. Content is purged after 12 months. f. Users can submit information to the library through online forms. 11. Site Administration a. Admins can assign staff one of the 5 pre-configured tiered permission levels. b. Ability to put up a system message on BiblioWeb. c. Ability to provide patron-friendly URL aliases for some content types, like pages, blog posts and news posts d. Ability to create page redirects that direct users to pages that replace decommissioned content. e. Access to a link checker to validate that URLs are live. f. Site usage statistics via integration with Google Analytics. 12. The website will be responsive. 13. Staff training and materials a. Access to articles in the BiblioCommons Knowledge Base about BiblioWeb. b. Training on the features will be train-the-trainer based. It may include webinar-based training, in-person training or both. c. Training will cover: how to use the different modules, best practices and tips & tricks. Without limitation, BiblioCommons will not create, configure or manage website content as part of the BiblioWeb Service. Please note that BiblioWeb was not designed to handle sensitive data and is not PCI compliant. Credit card, banking and social security information should not be collected through the BiblioWeb forms module, nor through embedding an iframe or other third party service on the site. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 12 SCHEDULE “A-5” Suggest for Purchase Module Service Description During the Suggestions-Module Term, BiblioCommons will build and make available on the Internet a Suggest for Purchase service. Current Functionality x Suggestion form o User must be logged in to submit form. o User completes the form with the following elements: title, author, format, ISBN, publisher, publication year, audience, fiction/non-fiction, language, and additional notes o User suggestions for books are automatically approved if the user suggests a book by a white-listed author o User suggestion is automatically denied if the title is older than the publication year set by the library as part of the implementation o User suggestion is looked up against the ILS to ensure the title is not already owned - if a match is found then the user is directed to the possible matches o Confirmation messaging upon submission. o Subscriber may customize text at top of form, including a link to collection development policy o User may be limited to submitting a certain number of requests per month based on an administrative setting x Tracking page for user o User can see all titles s/he has suggested. o User can see status of request. x Administration pages will allow staff to: o Edit user submissions. o Filtering suggestions fiction/non-fiction o Filter suggestions by format or audience or language o Respond to user suggestions from a selection of pre-defined responses o Respond to user suggestions with free-text o Search for suggested titles by title from the list that have not been reviewed o Approve or deny in bulk o Manage a list of white-listed authors and contributors by language, which will automatically be approved if the book is less than 2 years old. o Pull suggest for purchase reports (xls) by date. Reports will include: user barcode, name, form submission data, status. o Setting a limit on number of requests per user on a monthly basis o Administration pages for staff will facilitate: Ability to edit, add, and delete the pre-defined responses to users. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 13 SCHEDULE “A-6” EVENTS SERVICE DESCRIPTION The Events Service will include: 1. Tiered permissions a. Tiered permission levels to allow admins the ability to create, edit, and publish events. b. Ability to add taxonomy terms to program type and event type taxonomies 2. Create / Manage Events a. Free form fields include: event name, description (with WYSIWYG editor), registration contact information, event room location. b. Structured fields and taxonomies include: date, start time, end time, location (auto-includes street address, city, postal code / zip code, phone number), audience, event type, program type, and language. c. Ability to add images. d. Ability for staff with event permissions to mark an event as cancelled or full. e. Ability to use the ‘Add a Title’ widget to add catalog titles to events, making the event appear in the catalog. f. Ability to specify an event as recurring or multi-session. g. Ability for staff to specify whether an event has no registration, offline registration or online registration. 3. Events - Search and Browse a. Browse i. Chronological list view of events that can be narrowed by all event facets. ii. Ability to add event to desktop or online calendar (iCal). b. Search i. Keyword events search searches all event fields. Results sorted chronologically. ii. Ability to refine search by all event facets, including audience, location and program name. Multiple facets may be applied. iii. Ability to search events by address or zip code / postal code. c. Event Record i. Full event information is listed. ii. Integration with Google Maps to show event location. iii. Similar events cross-merchandised on the details page. iv. If an event has online registration, ability for user to register for event online. 4. Header Integration a. Search box to include events option. b. Same masthead and theme as Core or CMS. c. Related events pulled into right-hand column of catalog search results through use of Feature in Catalog. 5. Sharing a. Ability to share events to various social networks from the event details page. 6. Reporting a. Ability to export events to a delimited format. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 14 Schedule “A-7” Schedule of Additional Services The Service will also include the following languages for the BiblioCore product: x Language module for Spanish x Language module for Russian x Language module for Traditional Chinese OR Simplified Chinese DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 15 SCHEDULE “A-8” BiblioFines Service Description The Service will also include, as of the Core Launch Date, a PayPal fines payment module for logged-in Users. Any enhancements to the Fines Payment Module will be provided through the Term by BiblioCommons at no additional cost. Functionality x Description of Users’ fines will be provided in the account management display. Includes: o Title or Fee Message o Reason for fine/fee (Such as Overdue or Replacement) o Amount of fine/fee x User-control of display of fines or fees o Users can sort fines or fees by amount o Users can sort fines or fees by title o Users can sort fines or fees by reason x User-controls of which fines or fees to pay o Users can select to pay any one or mix of fines o Users can select to pay all x PayPal PayFlow Integration o BiblioCommons passes on all the pertinent invoicing information related to the fines charged to PayPal o User is directed to the PayPal site to enter credit card information o Once the patron has completed the checkout process on the PayPal hosted checkout pages, PayPal notifies BiblioCommons servers of the outcome of the transaction. o Successful fee payments are communicated to the ILS via the BiblioCommons connector, and the data in account management interface is updated accordingly. x Configurable o Fines module is branded using parameters in the library’s Core configuration o PayPal offers additional customizable options for the hosted checkout pages. o Users can select to pay all Compatibility The BiblioCommons Fines Module is compatible with any ILS that supports: x SIP2 (specifically the fee paid message) x ILS API call to retrieve patron fines must include the fine's bill ID x ILS API call to issue payment for fine must take this bill ID PCI Compliance BiblioCommons is bound to the PCI SAQ-A, and BiblioCommons has completed the SAQ-A 2.0 Self-Assessment Questionnaire. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 6279251 v2 “A” - 16 Schedule “A-9” Schedule of Additional Services The Augmented Content Service will also include: x Augmented Content stream: From the Critics, book reviews in the catalog DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “B” - 1 SCHEDULE “B” POST IMPLEMENTATION SUPPORT Support Process and Response Time BiblioCommons provides four levels of post-rollout support for the Core Service and the BiblioWeb Service as applicable. These vary in timing and scope, in proportion to the severity of the problem to which they are responding. BiblioCommons defines severity by four levels: 1. Emergency 2. Critical 3. Normal 4. Low-priority. The severity of a problem is determined by: A. The importance of the feature affected B. The prevalence of the outage or bug affecting the performance of the feature (“Outage”) A. Definition of feature importance Primary Features Secondary Features Tertiary Features BiblioCore Service x Site availability x Registration x Login x Search x Holds x Renewals x Item Availability x Synchronization: of bibliographic records (additions, deletions, edits), and item availability) x ILS-independent, BiblioCommons features including: My Shelves and My Lists; user-generated content (e.g. ratings, comments, etc.) and community functionality (e.g. Following, Ignoring, patron to patron messaging,) x Cosmetic issues affecting site functionality x Text changes and cosmetic issues not affecting site functionality x Changes to mapping of configurable features – formats, audience, availability status etc. BiblioWeb Service x Site availability x BiblioWeb Homepage x Header and footer; including access to navigation, catalog login and ability to conduct a search x Location hours, address and contact information x Events calendar display x Online Resource pages x Blogs & news posts x Browse pages x Program pages x Forms x FAQs x Cosmetic issues affecting site functionality x BiblioWeb Admin Login x Events Admin interface x Text changes and cosmetic issues not affecting site functionality x Archival Collections x Ability to upload and access media x Sidebar widgets DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “B” - 1 B. Definition of Prevalence Complete: System-wide; consistently reproduced in supported browsers and against (multiple) patron IDs. Partial: Feature Outages that are not universal, but are estimated to affect a significant (i.e. >5%) of relevant use cases (e.g. logins, pageviews, holds, etc.). Sporadic: Affecting less than 5% of total relevant use cases. Severity Classification by Feature Importance and Failure Prevalence: Prevalence of Failure Complete Partial Sporadic Feature Importance Primary ■ Emergency ■ Emergency ■ Critical Secondary ■ Critical ■ Critical ■ Normal Tertiary ■ Normal ■ Low ■ Low Supported reporting methods by issue severity BiblioCommons supports different response methods, depending on the severity of the problem. Contact Method ■ Emergency ■ Critical ■ Normal ■ Low 24/7 emergency phone Standard technical support line during support hours or Online Ticket Entry Online Ticket Entry Online Ticket Entry Emergency Phone A toll-free emergency phone number will be made available to Library staff. BiblioCommons staff will be reachable at this number 24/7. Technical Support Line – for non-emergency, critical requests. Phone support will be available between 8:00 AM and 6:00 PM ET, Monday to Friday. Online ticket entry For non-critical issues, BiblioCommons manages support through an online error ticketing system built into the BiblioCommons Partner Portal. This is the standard gateway for all communications with BiblioCommons Support. BiblioCommons will supply access to this service to the Library for the purpose of issue tracking. Non-critical issues should be reported to BiblioCommons through online support tickets. Once Requests are submitted they will be triaged, with resources and scheduling assigned based on an assessment of the importance of the issue. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “B” - 2 Response Commitments by level of severity Response Commitments ■ Emergency ■ Critical ■ Normal ■ Low Immediate. Worked on until resolved. Immediate, or next working day if outside support hours. Typically resolved within 24 hours, if resolution is possible without code modification. May be included in Hotfix release depending on severity. However, BiblioCommons reserves the right to defer high-risk code changes to the next scheduled Feature Release Requests are reviewed within two business days. They are then assigned a priority level based on the scope and severity of the issue. They are prioritized against other outstanding issues for potential inclusion in upcoming releases. Requests are reviewed within two business days. Low priority issues are dealt with as resources permit. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “C” - 1 SCHEDULE “C” SERVICE LEVELS BiblioCommons shall use commercially reasonable measures to make the Core service available with a minimum uptime standard of 99.5%, excluding scheduled maintenance windows or any unavailability resulting from a Subscriber’s applications, equipment, facilities, or employees. Service Unavailability At the request of the Subscriber, BiblioCommons will calculate Subscriber’s “Service Unavailability” for the previous month. “Service Unavailability” consists of the number of minutes that the Core Service was not available to Subscriber, and includes any unavailability associated with any unscheduled maintenance. Service Unavailability will not include any scheduled maintenance, nor will it include any unavailability resulting from: a) Subscriber’s applications, equipment, facilities, or employees; b) any acts or omissions of Subscriber, or Users; or c) any event outside the reasonable control of BiblioCommons and Force Majeure events as defined in the Agreement. Remedy Subscriber’s exclusive remedy for a failure of the Service shall be that for any continuous period of 24 hours or more of Service Unavailability, at Subscriber’s request, Subscriber’s Term shall be extended for one additional week without additional charge. Scheduled Maintenance The Subscriber acknowledges that the Service may not be available to Subscriber and Authorized Patrons during scheduled maintenance. For the purposes of this paragraph, “Scheduled Maintenance” only refers to planned, routine maintenance carried out by BiblioCommons that has the effect of significantly limiting the functions of the System available to Subscriber and Authorized Patrons. BiblioCommons shall limit Scheduled Maintenance to ten hours per month and shall make reasonable efforts to notify Subscriber of Scheduled Maintenance not less than twenty-four hours in advance. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “D” - 1 SCHEDULE “D” TECHNICAL REQUIREMENTS Subscriber must meet the following requirements in order to take advantage of the Service. These requirements may be amended from time to time by BiblioCommons in accordance with evolving technical standards in the industry. ILS Server and Database x The ILS Server must be a locally hosted instance of an ILS system as may be agreed to by BiblioCommons. x The ILS server must offer or accommodate a reliable programmatic method: x to access cataloguing and patron data; and x to execute circulation requests on behalf of a User x to execute any other ILS-based services stipulated in this Agreement. x Libraries must be able to provide the version number of the ILS application and its underlying database and operating system. x The standard security configuration provides for access to the ILS connector by opening a port in Subscriber’s firewall to BiblioCommons servers. Any additional security requirements from Subscriber may be accommodated for a supplementary implementation fee by written agreement. Tomcat Server x There must be a new and correct installation of Apache Tomcat 6.0 on a server (“the Tomcat server”) in the library environment. x The Tomcat Server must be installed on the same server in which any Unicorn/Symphony API server commands are located. x There must be an instance of Java 1.7 on the Tomcat server, and it must be modifiable as BiblioCommons requirements evolve. x Tomcat Manager must be installed on the new Tomcat instance. x For Unicorn/Symphony, the Tomcat Server must be run using the ‘sirsi’ user. Tomcat must be available through Subscriber’s firewall to the BiblioCommons servers. x As required for monitoring and testing, BiblioCommons must be given SSH or Remote Desktop access to the server running Tomcat. Hardware and Bandwidth x The Tomcat server CPU must have at least 2Ghz in processing speed, or processing speed that provides response time that is acceptable to Subscriber and BiblioCommons x The Tomcat server must have a minimum of 256 MB of available RAM (for small libraries, under 25,000 population served), 512 MB (for medium libraries, under 100,000 population served) or 1 GB or more (for large libraries). x The Tomcat server must have a minimum 1 GB of free space on the hard-drive except for III instances, where the Tomcat server must have a minimum 10 GB of free space. x The Tomcat server CPUs must not exceed 50% utilization (with existing, non-BiblioCommons load). x The library’s communication (all network communication from the Tomcat server to the ILS server, the ILS database, and to the external Internet) must be through a high-speed, reliable Internet connection: 5Mbps bi-directional (upload/download) or better for a small or medium-sized library, or 44Mbps bi- directional or better for a large library serving a population over 100,000. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “D” - 2 Assistance and Access To successfully launch and maintain the BiblioCommons service, Subscriber must be prepared to provide: x A Project Manager (the “Library Project Manager”) to act as a liaison between your library and BiblioCommons; x A lead technical contact. x During the testing and acceptance phase, if any incompatibilities with API calls arise, BiblioCommons will be granted SSH access to the system in order to verify API calls. User Interface Subscriber will be asked to provide graphic elements that meet basic usability criteria, including for example font and background colours for the navigation bars, and a horizontally oriented logo, no larger than 260px width x 130px high, with a RBG background colour or image. BiblioCommons offers support for the following browsers: x Internet Explorer x Firefox x Safari x Chrome An up-to-date listing of the oldest supported browsers will be posted here: http://www.bibliocommons.com/how-we-work/supported-browsers Other browser support may be provided by written agreement. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “D” - 3 Data Quality In order to facilitate BiblioCommons data transfers and the sharing of information among patrons and libraries, BiblioCommons has deployed the following minimum standards for data, which are preconditions for the Service. BiblioCommons has worked with other libraries to develop these standards based on the demands of both the ILS and the user experience. MARC and Patron Data BiblioCommons’ requirements for MARC mapping reflect typical cataloguing practice: x Use of AACR2 or RDA and MARC21 standards for Bibliographic and Authority data; x Authority and Bibliographic records must be exportable separately with corresponding links between the two. Subscriber will complete a survey describing a set of rules that can be used across all bib records to isolate key data for mapping into BiblioCommons schemas, including for example and without limitation: x Format values (e.g., DVD, Braille book) x Audience values: Adult, Teen, Children x Fiction/Non-fiction/Other BiblioCommons will supply sample MARC that inventories the character sets and encoding it expects. Subscriber will then identify and export records that surface these character-set issues for testing. BiblioCommons will only support character sets and character-set encoding practices typical in library environments. BiblioCommons reserves the right not to support nonstandard library data practices and practices that require custom parsing of data. Identifiers and Other Required Fields x Library records must have persistent identifiers over time. For example, record numbers must persist for any batch delete and re-add process of the same set of records. x All key elements such as patron identification, bibliographic record identification and item identification must have a unique permanent identifier o For example, if a patron loses their library card, their barcode may change, but the new barcode must reference the same unique permanent identifier. o Universal identifiers should be in place for all bibliographic records where practically possible. x Patron records must have a birth date field, though not necessarily birth data. Cataloguing Workflows Subscriber should be prepared to describe acquisition and cataloguing workflows, explaining how records are added, changed and deleted in various cases (e.g., brief records creating during the inter-library loan processes, records created during the acquisitions process, records that are suppressed from the online public access catalogue (OPAC), batch processes). BiblioCommons will support cataloguing practice and workflows that are typical among public libraries in North America. Subscriber must notify BiblioCommons in advance when a larger than normal number of records is added, edited, or deleted from their ILS. If Subscriber Does Not Meet the Required Conditions DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “D” - 4 BiblioCommons will show flexibility in the requirements detailed in this Schedule “D” if mutually agreeable alternatives are found. But in the absence of such alternatives and where Subscriber fails to meet materially any of the requirements, Subscriber will a) use its own resources to perform the work necessary to conform to the requirements or to specifications applied by BiblioCommons in libraries of similar size and with the same or similar ILS deployment, or b) hire BiblioCommons at a rate of $1500 per day per technician to develop a reasonable solution that will be specified and estimated in advance by BiblioCommons. Subscriber at its sole option may choose a mediated–access model for Tomcat rather than providing to BiblioCommons 24-hour, 7 day-a-week remote desktop access to the server running Tomcat (“Remote Access”). The annual fee payable to BiblioCommons for supporting such mediated–access model shall be ten thousand dollars ($10,000) (the price in effect on the date hereof) or such other amount as may be quoted by BiblioCommons at a later date. Any remedy for Service Unavailability provided for herein will be void if BiblioCommons was not given Remote Access. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “E” - 1 SCHEDULE “E” PRIVACY STATEMENT A link to the Privacy Statement will appear to all Authorized Patrons or users registering with BiblioCommons during the registration process, and will appear on all main pages of the Service. The following Privacy Statement was in effect February 2015 and may be amended by BiblioCommons from time to time, and upon written notification to Subscriber in the event of any substantial change. PUBLIC LIBRARY has entered into an agreement with BiblioCommons to provide an online service that will make it easier to track your holds and renewals and find the titles you are looking for. In addition, you may also choose to use this service to share ratings and commentary about the titles you find at PUBLIC LIBRARY, and to connect with other library users. When you use the pages in PUBLIC LIBRARY ’s catalog that say “Powered by BiblioCommons” in the lower left- hand corner of the screen, you are using what is referred to in this document as the “BiblioCommons Service,” and any information that is collected or shared here will be governed by this Privacy Statement. BiblioCommons believes that effective privacy controls are the cornerstone of open and engaged communities. We have implemented the standards described on this page to protect the privacy of all users, at the same time providing the opportunity to share information about books, movies and music for those who are interested. By using the BiblioCommons Service, you agree to the terms of this BiblioCommons Privacy Statement and the BiblioCommons Terms of Use. The BiblioCommons Privacy Statement and BiblioCommons Terms of Use can be accessed anytime through the links at the bottom of each page that is powered by BiblioCommons; together they are the only documents that govern your relationship with BiblioCommons. Is this the only policy governing the use of my information on services offered by the library? No. Information you provide on the BiblioCommons Service may be transmitted to your library and its designated service partners, where it will be handled according to the policies your library has implemented in those environments. Please check the library’s website to view these documents, or speak to a librarian. What types of information are collected on this service? Several types of information may be collected and stored on the BiblioCommons service: x Personal information x Borrowing information x Shared content x Feedback and Suggestions x Non-Identifying information You will find a description of how this information is handled in the sections that follow. Personal Information What personal information is gathered? DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “E” - 2 BiblioCommons gathers personal information that you provide or choose to import from PUBLIC LIBRARY. If you register for the BiblioCommons Service, your library barcode, PIN and borrower ID, name, birth month and year, and email address are automatically loaded into your on-line account from your library record. If some of this information is not available in your record you may be asked to provide it. If you participate in some optional services, for example youth and literacy programs, BiblioCommons may also ask for additional information, such as your ZIP/postal code, education level and gender, in order to support program evaluation. How is my personal information used? We use your personal information to create an online account in your name, provide the services that you have requested, monitor and improve the service, keep your library record up to date, and customize content. We do not share your information or activity with ad networks or other entities that are not directly involved in the services you choose to use. If you choose to share information or opinions about books, movies, music, and other topics, participate in online conversations, or create selections using Lists or My Shelves (“Shared Content”), information such as the username or name you have chosen to display, your library affiliation(s) and age group may accompany your Shared Content and appear on a profile page that summarizes your Shared Content. If you would like to change your username or modify the information that is made publicly available in connection with these features, please visit your My Settings. BiblioCommons may disclose your personal information and any content associated with your account if required to do so by law or in a good faith belief that such disclosure is reasonably necessary to: (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, or (b) enforce the Terms of Use, including investigation of potential violations hereof. Is my personal information protected? Information in your BiblioCommons account that personally identifies you is encrypted and stored in a secured facility. This information will be used by BiblioCommons and PUBLIC LIBRARY to deliver the services you request in accordance with this Privacy Statement. BiblioCommons will not share, gift, sell, rent or trade your personal information (e.g., your email address or month and year of birth). But we may display Shared Content (defined below) in the BiblioCommons Service, or make other commercial uses of Shared Content. Law Enforcement Requests BiblioCommons does not share information in response to law enforcement requests unless it is presented with a warrant or other legal compulsion. Can I change or delete my personal information? You may alter or delete any of the personal information in your BiblioCommons account except for your name, birth information and your library card number(s); please contact your library staff to make changes to these. If your personal information is updated either through the BiblioCommons Service or directly on your PUBLIC LIBRARY account with the help of library staff, we will synchronize the new information in both locations. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “E” - 3 At any time, you may delete your BiblioCommons account without deleting your PUBLIC LIBRARY account. To delete your BiblioCommons account, please contact the BiblioCommons Privacy Officer. Note that while your BiblioCommons account information will not be available after deletion, some of that information may persist on memory discs. Do I have to provide contact information? No, you do not need to provide contact information to use the BiblioCommons Service. However you may choose to do so in order to receive notices related to your use of the library through the BiblioCommons Service. Your contact information will not be used by BiblioCommons for any other purpose without your consent, or shared with any party other than PUBLIC LIBRARY without your direction to do so. We encourage you to check PUBLIC LIBRARY’s policies to understand the other ways in which your contact information may be used by PUBLIC LIBRARY. BiblioCommons may send email or display messages on the service that provide you with the choice to take advantage of new features and functionality based on your past activity and stated preferences. To change your preferences for system messaging, please go to My Settings. What measures are in place to protect children? Parts of the BiblioCommons Service are open to children under the age of thirteen. However additional measures have been taken to protect their privacy and safety. Patrons under the age of thirteen (13) years (“minors”) will be restricted from using the BiblioCommons Service to enter free text; however provision may be made for a more permissive service for minors with parental consent. While the Terms of Use prohibits the use of the BiblioCommons Service to arrange meetings with minors, children should be advised never to arrange meetings with strangers over the Internet. User-generated content may not be appropriate for children. The BiblioCommons Service contains functionality that will enable you to collapse user-generated content that has been flagged by Users who feel the content may be offensive to some users. Enabling this functionality will help decrease the likelihood of children encountering objectionable material when using the BiblioCommons Service. Where can I learn more about internet safety for users under the age of 18? We recommend that parents and guardians discuss internet privacy and safety with their children. When using the internet, children should be advised: x never to give out personal information such as their real name, phone number, email address, or school without first consulting their parents or guardians, and x never to arrange a meeting with someone they met online. More information about children’s safety online can be found on the following sites. Safety tips for children: x http://kids.getnetwise.org/safetyguide/kids x http://www.safesurfingkids.com/tips_for_kids.htm DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “E” - 4 Tips for parents: x http://www.google.com/familysafety/advice.html x http://www.internetsafety101.org/safety101.htm How can parents and guardians oversee the personal information of their children? Guardians of underage users in the US may make a request to review and alter the personal information collected from their children on this service, or to deactivate their child’s BiblioCommons account. The first step in gaining access to your child’s account is to make your request in person to staff at one of the library’s locations. Be prepared to show proof of your identity and of your relationship with the child. Staff will then have the information retrieved and delivered to you by mail or held for pick-up. Note that guardians cannot be given access to a child’s borrowing record. Note that the BiblioCommons Service does not require children under the age of 13, as a condition of participation, to provide more information than is reasonably required. Borrowing Information Is my borrowing record tracked? No. Lists of your current loans, due dates, outstanding fines, etc. may be loaded from your library record during your sessions online, but this information is not stored on your BiblioCommons account, and it is never shared with other users. You may choose to create a record of your recently-borrowed titles if this service is supported by your library; information about recently borrowed items is never made available to the public unless you choose to enter specific titles on your shelves or in other Shared Content. If you do not choose to enable the recently-borrowed feature, no automatic record of your borrowing will be created. Shared Content What is Shared Content? You may use the BiblioCommons Service to record information or opinions about books, movies, music, and other topics, participate in online conversations, or create selections using Lists or My Shelves; all of this content is called “Shared Content”. Shared Content may be useful for your own reference and can help other users find resources and information. When you contribute content to an individual title, that title is automatically added to My Shelves, a collection that gathers all of the titles to which you have contributed content or chosen to add to your shelves. You may also create Shared Content by interacting with others through messaging, forums, or collaborative guides. Can Shared Content be viewed by the public? Shared Content has been designed for sharing, and is usually public. However you may make portions of your Shared Content private by using your Privacy Settings. In addition, messages sent directly to other users through the service are not publically viewable. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “E” - 5 If you are uncomfortable with the idea of sharing content with others, you may decide not to use My Shelves or contribute ratings, comments, guides, or other types of Shared Content. You do not need to create Shared Content in order to use the BiblioCommons Service. Will my name be visible with my Shared Content? Content and messages that you leave in public view or send to other users will be accompanied by the username that you create, or by whatever display name that you choose at a later date in your account settings. This display name is also linked to your profile page, which includes links to your Shelves, your shared Lists, and any other profile information you choose to display. Can I change my Shared Content? Shared Content that is not interactive may be edited or deleted on this service at any time. Deleted content is removed from our data bases and inaccessible to other users, but may remain in our data back-up system and in third-party search indexes like Google. Shared Content that is not deleted may remain available on the BiblioCommons Service indefinitely, even if you have closed your library account. Messages and chat cannot be deleted or edited once they have been sent. They are logged and archived indefinitely. In the event of complaints regarding violations of the BiblioCommons Terms of Use, this type of information may be used by BiblioCommons to investigate. Interactive Shared Content that other users may respond or contribute to, such as discussions or collaborative guides, may be visible to others indefinitely in association with your display name, and may persist after your BiblioCommons account is terminated. Other Information Feedback and Suggestions When you submit feedback or suggestions they will not be considered confidential and may be stored with your name and email address for analysis and follow-up. Non-Identifying Information BiblioCommons also records anonymous information and activity in order to improve the quality and scope of the features and content you access through the BiblioCommons Service. For example: Information such as your browser type or IP address may be used to help us understand how visitors use the service over time and how it might be improved. Data from your account may also be aggregated in an anonymous way. Anonymous search logs are analyzed to improve the search algorithms. Activity such as borrowing and reading may be aggregated anonymously to guide the development of the library’s collections or to allow publishers to understand how their titles are being used. Cookies Cookies are small files used to enhance the functionality of websites. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “E” - 6 BiblioCommons may set and access temporary session cookies on your computer in order to make our system easier for you to use. In addition, a more persistent cookie is used to store your user preferences. These files do not contain or transfer any personally-identifiable information. You may also choose on the log-in page to save your username in a cookie by checking “remember me.” If you wish to be notified when you receive a cookie, you may set your browser to do so. External Sites The Internet is a big place: take care to guard your personally identifying information. This website may link to other websites that collect personal information. We recommend that you review the privacy policies of these sites before providing them with any personal data. Changes to this Privacy Statement This privacy statement may change from time to time in response to new laws, or to an evolution in BiblioCommons policies or practices. We encourage you to check this privacy statement from time to time for changes. Your continued use of BiblioCommons after a change will signify your acceptance of the new terms. Change of Service In the event that PUBLIC LIBRARY discontinues its participation in the BiblioCommons Service, the PUBLIC LIBRARY may transfer your information to a new service of a similar nature. In addition, PUBLIC LIBRARY may agree to have your information transferred to a successor entity of BiblioCommons or to any entity, which purchases substantially all of the assets related to BiblioCommons or a division of BiblioCommons. Comments? Questions? Contact us: privacy@bibliocommons.com Privacy Officer BiblioCommons 119 Spadina Avenue, suite 1000 Toronto, ON M5V 2L1, Canada tel. 1 (647) 436 6381 PUBLIC LIBRARY may have additional policies that govern other aspects of the services we offer. Please check the library's homepage to view these documents, or speak to a librarian. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F”-1 SCHEDULE “F” TERMS OF USE Acceptance of the Terms of Use is a condition of any use of the Service. In addition upon registration, which is required before an Authorized Patron may access circulation functions or contribute content, he or she must signal his or her agreement to the Terms of Use by clicking a checkbox. The following Terms of Use were in effect on February 2015 and may be amended by BiblioCommons from time to time. PUBLIC LIBRARY has entered into an agreement with BiblioCommons to provide an online service that will make it easier to track your holds and renewals and find the titles you are looking for. In addition, you may also choose to use this service to share ratings and commentary about the titles you find at PUBLIC LIBRARY, and to connect with other BiblioCommons users. When you use the pages in PUBLIC LIBRARY’s catalog that say “Powered by BiblioCommons” in the lower left-hand corner of the screen, you are using what is referred to here as the “BiblioCommons Service,” and these BiblioCommons Terms of Use apply. Your use of the BiblioCommons Service is subject to the BiblioCommons Terms of Use, and indicates that you accept these Terms of Use, which includes the BiblioCommons Privacy Statement; together they are the only documents that govern your relationship with BiblioCommons. You may not use the BiblioCommons Service if you do not accept the Terms of Use; please read them carefully. Is this the only policy governing my use of the library’s services? No. PUBLIC LIBRARY may have additional policies that govern other aspects of the services we offer. Please check the library’s website to view these documents, or speak to a librarian. REGISTRATION Is Registration Necessary? It is not necessary to register with the BiblioCommons Service in order to search the PUBLIC LIBRARY catalog. However, registration is required to use BiblioCommons for personalized services, such as managing your renewals and holds, contributing ratings and reviews, personalized recommendations, and communicating electronically with other users. Who is Eligible to Register? Registration for use of the BiblioCommons Service is open to all patrons of PUBLIC LIBRARY and other libraries affiliated with BiblioCommons (PUBLIC LIBRARY and other affiliated libraries are referred to herein as "Participating Libraries"). Can children use this service? Children are welcome to register for the Service. However, we recommend that parents and guardians discuss internet privacy and safety with their children regularly. Please read the BiblioCommons Privacy Statement to find out more about the measures that have been put in place on the BiblioCommons Service to protect the privacy and security of children, and for information on protecting your child’s privacy and safety online. Where can I find out more about the privacy policy of the BiblioCommons Service? DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 2 The privacy of your personal information is important to BiblioCommons. We have established security measures and controls to ensure that your information is only used as you wish. We encourage you to review the BiblioCommons Privacy Statement, which forms a part of these Terms of Use, as well as the PUBLIC LIBRARY Privacy Policy. SHARED CONTENT What is Shared Content? You may use the BiblioCommons Service to create “Shared Content,” which is any information, content or opinion that you post on the Service; it includes online conversations on the Service and selections you create using Lists or My Shelves. Shared Content may be useful for your own reference and can help other users find resources and information. Shared Content may include for example collections, ratings, reviews, video, or conversations with other users. You may make portions of your Shared Content private, or you may leave it publicly available (as “Public Content”) for the benefit of yourself and other users in your library and on the World Wide Web. To learn more about the controls BiblioCommons has put in place to protect your privacy, please refer to the BiblioCommons Privacy Statement, or visit your privacy settings. Who owns Shared Content? Registered Users retain any ownership rights they have in content that they post on the BiblioCommons Service. However as described below, other users of the service, PUBLIC LIBRARY and BiblioCommons are granted an irrevocable, perpetual, non-exclusive license to use Shared Content. Can other users use my Shared Content? The sharing of content is an important objective of the BiblioCommons Service. When you contribute Shared Content that can be viewed by others, you grant a license to other users to make use of that material under an Attribution- Noncommercial-Share Alike Creative Commons License. This is a license that grants others the non-commercial right to copy, distribute, display, perform the work or create derivative works on the condition that the original author is credited, and that any derivative distribution is licensed in the same way. Unless otherwise indicated, you have the right to use Shared Content contributed by others according to the same Creative Commons license. What rights do PUBLIC LIBRARY and BiblioCommons have to use Shared Content? By contributing content such as reviews and comments to the BiblioCommons Service, you are granting BiblioCommons and PUBLIC LIBRARY the right to use this content broadly. BiblioCommons may display Shared Content in the services that we sell to libraries or other third parties. Unless otherwise indicated, when you post Public Content, you grant, represent and warrant that you have the right to grant BiblioCommons and PUBLIC LIBRARY an irrevocable, perpetual, non-exclusive, transferable, royalty-free, worldwide license, with the right to sublicense, to use, copy, publicly display, reformat, translate, excerpt, perform, adapt, create derivative works from, and distribute such content with the name or username you have chosen to display. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 3 If you do not want to give BiblioCommons and PUBLIC LIBRARY these rights, please do not contribute Shared Content on the BiblioCommons Service. What are my responsibilities when I choose to post Shared Content? You are solely responsible for the Shared Content that you post to the BiblioCommons Service, or transmit to or share with other users. Please read carefully the section in these Terms of Use entitled "Appropriate Use" to ensure that you understand the responsibilities that you incur when you post Shared Content. BiblioCommons respects the intellectual property of others, and we ask our users to do the same. You represent and warrant that you own or otherwise control all of the rights to the content that you post; that use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity; and that you will indemnify us for all claims resulting from content you supply. BiblioCommons may, at our discretion, disable and/or terminate the BiblioCommons accounts of users who violate these Terms of Use. What can I do if I see content that infringes on my intellectual property rights? If you believe that your work has been copied in a way that constitutes copyright infringement, please provide BiblioCommons’ copyright agent the written information specified below. Please note that this procedure is exclusively for notifying us that your copyrighted material has been infringed. BiblioCommons’ copyright agent can be reached via email at copyright@bibliocommons.com, or at the above mailing address. Please provide: x An electronic or physical signature of the person authorized to act on behalf of the owner of the copyright interest; x A description of the copyrighted work that you claim has been infringed upon; x A description of where the material that you claim is infringing is located on the site; x Your address, telephone number, and e-mail address; x A statement by you that you have a good-faith belief that the disputed use is not authorized by the copyright owner, its agent, or the law; x A statement by you, made under penalty of perjury, that the above information in your notice is accurate and that you are the copyright owner or authorized to act on the copyright owner's behalf. Our Address: BiblioCommons 119 Spadina Avenue, suite 1000 Toronto, ON M5V 2L1, Canada tel. 647 436 6381 Is Shared Content ever removed from the BiblioCommons Service for other reasons? Some users may not wish to view all user generated content. BiblioCommons users who are logged-in have the option of blocking, "ignoring" or collapsing content from specified users on an individual basis. Ignoring a user can be reversed. The BiblioCommons Service also offers the ability to collapse user-generated content that other users have flagged as containing content that they consider offensive or otherwise inappropriate. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 4 BiblioCommons will allow all Users to collapse user-generated content based on their individual viewing preferences. But an individual User’s viewing preferences shall not affect the viewing preferences of other Users. All posted content is subject to the Appropriate Use standards of these Terms of Use. If you see content that violates the Appropriate Use standards, you may flag the content by using the ‘Report This’ tool that is adjacent to all Shared Content when you are logged in. If content is flagged by a number of different users – three at this time – it is reviewed for compliance with the Terms of Use. If such content is found to violate the Terms of Use, it may be removed from public view and an email will be sent to the User who authored the content, notifying the User of the right to appeal the initial determination. The email will notify the User that BiblioCommons has removed the flagged content, indicate the specific Terms of Use that were violated, and state the process for appealing BiblioCommons’ initial determination. A User’s failure to submit a written appeal in the manner described in the email notice within thirty (30) days of the date of the notice will render the decision to remove the content final. BiblioCommons will give Users who appeal the initial determination within 30 days as provided above an opportunity to explain why the flagged content complies with the Terms of Use. BiblioCommons will review the information provided by the User in support of the appeal and shall decide, after considering that information, whether the content complies with or violates the Terms of Use. BiblioCommons shall decide an appeal within 30 days of receiving it. If BiblioCommons determines that the flagged content does not violate the Terms of Use, it shall restore the flagged comment. If BiblioCommons determines that the flagged content violates the Terms of Use, it shall promptly notify the User of its decision not to restore the flagged content and the reason for the decision. The BiblioCommons Service is not intended for the storage of valuable or irreplaceable data. Appropriate Use Standards All visitors to the BiblioCommons Service agree not to: x access or attempt to access areas of the BiblioCommons Service in which they are not authorized; x use or attempt to use another person’s account without our authorization, or falsely state or otherwise misrepresent yourself, your age or your affiliation with any person or entity; x solicit personal information from anyone under the age of 18, use the BiblioCommons Service to arrange a meeting with anyone under the age of 18 or solicit passwords or personally identifying information for commercial or unlawful purposes; x disable, overburden, impair the proper performance or functionality of the BiblioCommons Service or otherwise use or attempt to use the BiblioCommons Service to organize a meeting with any individual who is under 18 years of age; x use or access the BiblioCommons Service or related systems in a way that adversely affects the performance or function of the service; x use any automated system to harvest or capture any BiblioCommons Content (as defined below) from the BiblioCommons Service, except as may be specifically permitted using RSS/XML feeds; x co-brand the BiblioCommons Service or portion thereof ("co-branding" means to display a name, logo, trade- mark, or other means of attribution or identification of any party in a manner reasonably likely to give a user the DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 5 impression that such other party has the right to display, publish, or distribute the BiblioCommons Service or BiblioCommons Content); x "frame" the BiblioCommons Service or portion thereof so that the BiblioCommons Service or BiblioCommons Content appears in the same window with a portion of another website. If you choose to register, you agree to: x provide and maintain accurate, current and complete information; x ensure that your account is used in keeping with all terms governing the use of the BiblioCommons Service, including these Terms of Use; x maintain the security of your password and username; x not register for more than one account. Appropriate Use When Posting Content Remember that the Service is used by visitors with a broad range of ages and sensibilities. You agree not to use the Service to upload, post, transmit, share, store or otherwise make available any content that: x violates the Appropriate Use Standards; x is unrelated to the specific book, movie, music or other library material that is the subject of the post or displayed page; x is unlawful, threatens or incites violence, physical intimidation or other unlawful action or otherwise creates a genuine risk of imminent harm or direct threat to safety; x consists of or depicts obscene material as defined by applicable state, provincial or national law; x constitutes unlawful multi-level marketing, such as a pyramid scheme; x constitutes unsolicited or unauthorized advertising, solicitations, promotional materials, junk mail, spam and/or chain letters for commercial or personal gain; x is private information about or belonging to any third party, including, without limitation, home addresses, home phone numbers, personal email addresses, personal identification numbers and credit card numbers, the disclosure of which would constitute an invasion of privacy or otherwise be prohibited under applicable law; x contains software viruses, worms, or any other computer code, files or programs designed to interrupt, gain illegal access, destroy or limit the functionality of any data, software, hardware, or telecommunications equipment; x infringes upon or violates the rights of any individual or entity under applicable state, provincial or national law including without limitation, intellectual property rights; x constitutes, encourages or provides instructions for a criminal offense or that would otherwise create liability or violate any local, state, national or international law. Warning About Content You understand that by using the BiblioCommons Service, you may encounter content that may be considered indecent or otherwise objectionable. Consequently, you agree to use the BiblioCommons Service at your sole risk and you agree that neither BiblioCommons nor any Participating Library shall have any liability to you for any such content that may be found to be indecent or otherwise objectionable. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 6 BiblioCommons does not verify the accuracy, truthfulness or reliability of any information posted by users, endorse any opinions, or confirm the credentials of any users who may post information. You should always exercise caution and not rely or act upon any information available on the BiblioCommons Service, particularly information that relates to your legal rights, financial arrangements or health. BiblioCommons may at any time use automated translation tools to make the BiblioCommons Service or portions of it available in languages other than English. Such tools have significant limitations and only the English version of any translated content is considered the definitive version. The BiblioCommons Service contains functionality that will enable you to collapse user-generated content that has been flagged by Users who feel the content does not conform to the Terms of Use or is otherwise inappropriate for all users. Enabling this functionality will help decrease the likelihood of encountering objectionable material when using the BiblioCommons Service. How are feedback and suggestions managed? BiblioCommons accepts feedback, questions, comments, ideas, concepts, or techniques for new services or products through the Service ("Suggestions"). When you submit Suggestions you agree that they will not be considered confidential, and that they may be stored with your name and email address in a database that may be located outside of your country. By submitting any Suggestions, you grant BiblioCommons an unrestricted, irrevocable, world-wide, royalty-free right to use, communicate, reproduce, publish, display, distribute and exploit such Suggestions in any manner, and you agree that we may contact you via email for clarification or additional feedback. BIBLIOCOMMONS CONTENT The services and content provided on BiblioCommons ("BiblioCommons Content") are comprised of 1) services and content provided by Participating Libraries, BiblioCommons and third-party providers ("Service Content"); and 2) Shared Content contributed by users. All BiblioCommons Content is protected by law, and its use is governed by the rights described below. Can I display BiblioCommons Content on other websites? The Service makes it possible for you to feature public BiblioCommons Content on external third party websites or applications. This is encouraged under the terms described here. Pages on any external third-party websites and applications that display BiblioCommons Content must provide a link from each extract to an original presentation of that material on a BiblioCommons webpage. We reserve the right, at any time and without notice, to object to or require the removal of any link that is misleading, or interrupts or interferes with the Service provided by BiblioCommons. Are there any restrictions on my use of the Service Content in other environments? BiblioCommons and PUBLIC LIBRARY grant our authorized users a limited, personal, non-transferable, revocable license to access and use the Service and Service Content for personal, non-commercial use. All other rights are reserved. Except as arranged by separate agreement, you may not copy, reproduce, republish, download, post, broadcast, transmit, make available to the public, or otherwise use the Service Content in any way except for your own personal, non-commercial use; nor may you disassemble, decompile, or reverse engineer the Service. The Service Content is the intellectual property DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 7 of Participating Libraries, BiblioCommons, or their affiliates or their licensors, and is protected by US and international copyright law. Some elements of the Service Content are also protected by trademark law and laws related to trade dress, trade secrets, and unfair competition. OTHER NOTICES Overdue Notification Service Reminder notifications are not a replacement for keeping track of your borrowing. Neither BiblioCommons nor PUBLIC LIBRARY take responsibility for fines that result from missed reminders. You can check your account status by visiting My Borrowing. Warning About Links to Other Sites The BiblioCommons Service may contain links to other websites and resources that are not a part of the Service ("Linked Sites"). We provide links to Linked Sites as a convenience to the Users of the Service and such links do not imply any endorsement of the Linked Sites by us. We have no control over the content of Linked Sites. Users must be aware that the Linked Sites may also have terms of use or privacy policies that differ significantly from those of the Service. All use of Linked Sites is at your own risk. General You may not assign these Terms of Use or any of your interests, rights or obligations under these Terms of Use. If any provision of these Terms of Use is found to be invalid by any tribunal having competent jurisdiction, the invalidity of such provision shall not affect the validity of the remaining provisions of these Terms of Use, which shall remain in full force and effect. Any waiver of any portion of these Terms of Use or of any right or remedy of BiblioCommons must be in writing in order to be effective. Limitation of Liability To the extent permitted by law and to the extent that BiblioCommons or Participating Libraries are otherwise found responsible for any damages, BiblioCommons or Participating Libraries are responsible for actual damages only. To the extent permitted by law, in no event shall BiblioCommons, its affiliates, its licensors, its suppliers, participating libraries, or any third parties mentioned at the Service be liable for any incidental, indirect, exemplary, punitive or consequential damages, lost profits, or damages resulting from lost data or business interruption resulting from the use of or inability to use the Service or the Content, regardless of the theory of law upon which such claim may be based, including warranty, contract, tort, and whether or not BiblioCommons or Participating Libraries are advised of the possibility of such damages. To the extent permitted by law, the remedies stated in these Terms of Use are exclusive and are limited to those expressly provided for in these Terms of Use. Any action or claim related to these Terms of Use or arising from your use of the Service must be brought within twelve (12) months of the existence of the alleged facts giving rise to the action or claim. Disclaimer of Warranties DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 8 Neither BiblioCommons nor Participating Libraries make any representations with respect to the BiblioCommons Service, including any representations related to results that may be obtained by using the BiblioCommons Service. All use of the Service is at the sole risk of the user. The BiblioCommons Service and the BiblioCommons Content are provided on an "as is" basis and BiblioCommons and Participating Libraries disclaim any and all warranties to the fullest extent permissible by law, including implied and/or statutory warranties, including but not limited to implied warranties of merchantability, non-infringement of third parties' rights, and fitness for a particular purpose. Neither BiblioCommons nor the Participating Libraries make any representations or warranties about (and specifically disclaim any responsibility for) the accuracy, completeness, security or timeliness of the BiblioCommons Service and its content. No warranties may be made in relation to the website or its contents except as contained in these Terms of Use. You agree and acknowledge that the limitations and exclusions of liability and warranty provided in these terms of use are fair and reasonable. Indemnity You agree to defend, indemnify, and hold harmless BiblioCommons and the Participating Libraries (as well as their officers, directors, employees, agents, successors and assigns) from and against any third party claims, actions or demands (including, without limitation, costs, damages and reasonable legal and accounting fees) alleging or resulting from, or in connection with your use of this Service or your breach of these Terms of Use. Your First Amendment and Other Rights BiblioCommons has worked extensively with libraries across the United States to ensure that these Terms of Use protect your First Amendment and other rights as a library patron. These Terms of Use (including the mechanics around removing Shared Content as described above) have been created and are revisited from time to time, to ensure that they are reflective of, and otherwise protect, your First Amendment and other library patron rights. These Terms of Use should not be interpreted in any matter to lessen or remove your First Amendment rights or any other statutory rights you may have as a library patron. Jurisdiction and Forum Your use of the Service and these Terms of Use shall be governed by and construed in accordance with the laws of the Province of Ontario, Canada, excluding (a) its conflicts of law rules and (b) the United Nations Convention on Contracts for the International Sale of Goods (including all related protocols). Any dispute, claim or action related to your use of the Service or under these Terms of Use shall be resolved by arbitration under the Arbitration Act (Ontario) by a single arbitrator sitting in Toronto, Ontario, in the English language, and you further agree and submit to the exercise of personal jurisdiction of such arbitrator(s) for the purpose of litigating any such claim or action. Notwithstanding any provision of this section of the Terms of Use, BiblioCommons shall be free to seek interim or injunctive relief before any court of competent jurisdiction for a breach or a threatened breach of any provision of these Terms of Use that may, in our absolute discretion, require an urgent remedy. For the purposes of the foregoing, you expressly attorn to the jurisdiction of the courts of the Province of Ontario and the Federal Court of Canada sitting in Toronto, Ontario and waive any claim or defense that such forum is not appropriate. You agree that the limitations on DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 9 liability, disclaimer of warranties and indemnity provisions of this Terms of Use are for the benefit of BiblioCommons, our Participating Libraries and their successors. Compliance with Law You agree to use the BiblioCommons Service in strict compliance with all applicable laws and regulations. You shall take no actions which would cause BiblioCommons or Participating Libraries to be in violation of any laws, rulings or regulations applicable to BiblioCommons or Participating Libraries. Complete Agreement Except as expressly provided in a separate written agreement between you and BiblioCommons, these Terms of Use constitute the entire agreement between you and BiblioCommons with respect to your use of the BiblioCommons Service. Updating these Terms of Use and the Service The BiblioCommons service is constantly evolving in order to provide the best possible experience for our users, and our terms may change accordingly. However we will not reduce your rights under these Terms of Use without your explicit consent. We will post any changes to the Terms on this page and, if the changes are significant, we will provide a more prominent notice on the Service. Your continued use of the BiblioCommons Service signifies your acceptance of any revised Terms of Use. Without specific notice to you, BiblioCommons may change, supplement, delete or update any portion of the Service; or establish or change, at any time, general practices and limits concerning our products and services. Termination You agree that BiblioCommons, in its sole discretion, may terminate or suspend your use of the BiblioCommons Service and BiblioCommons Content at any time regardless of whether the BiblioCommons Service remains accessible by others. BiblioCommons may discontinue the BiblioCommons Service at any time without liability to you. Upon termination of the license, you shall cease all use of the BiblioCommons Service. DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “G”-1 SCHEDULE “G” ADDITIONAL FEES Additional fees may apply in certain circumstances as referenced in the Agreement. The following fees are in effect on the date hereof. Data exports will be completed after payment from Subscriber has been received and provided that Subscriber is not in material breach of any of its material obligations under this Agreement. G.1 - Patron-Contributed Data Export Upon Termination – BiblioCore and BiblioWeb Fee: $2,000.00, except that no fee shall be payable by Subscriber in the event of a breach of this Agreement by BiblioCommons that is not remedied as provided for in clause 7.1.b. Format: .csv format or such other format that the Parties may agree upon Scope: Shared Content that has been submitted by Users via the BiblioCore and BiblioWeb products G.2 - Staff-Contributed Data Export Upon Termination – BiblioWeb Fee: $500.00 Format: XML format Scope: Content that is in production that has been created by Subscriber’s staff in the BiblioWeb product G.3 – Mediated Remote Access Fee: $10,000.00 As provided for in Schedule “D.” DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0 “F” - 2 DocuSign Envelope ID: 0E166BD0-A718-4651-B591-E409439F5DF0