State of Montana

RFI: MontanaLibrary2Go eContent Services Submittal date: November 8, 2019 @ 5:00 pm (MST)

ORIGINAL

Table of Contents

Executive Summary ...... 4

Proposed Solution ...... 10

3.0: RFI Response Instructions ...... 20 Content Requirements ...... 22 End-user Service Requirements ...... 28 Statistical Reporting Requirements ...... 33 Marketing Requirements ...... 36 Support Requirements ...... 37 Technology Requirements ...... 39 Training Requirements ...... 43

Customer References ...... 45

Vendor Pricing for Services Required ...... 49

Additional Information ...... 52

Accuracy of RFP and warranties. The information contained in this document represents bibliotheca’s current view of the planned cloudLibrary™ and/or other bibliotheca self-service/efficiency technology deployment. The self-service/efficiency technology industry is particularly dynamic, and bibliotheca’s proposal must constantly be updated to reflect changing market conditions, technologies, and standards. This document must not be interpreted as a commitment on the part of bibliotheca, and bibliotheca cannot guarantee the accuracy of any information contained in this report after the date of its publication.

This document is intended for informational purposes only, and bibliotheca offers and makes no warranties, express or implied, in this document, unless clearly stated. Products, logos, and company names contained within this report may be the trademarks of their respective owners, and where this is the case, these are acknowledged. All rights reserved: Bibliotheca, LLC DBA bibliotheca, 2019

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November 6, 2019

Cara Orban, Statewide Projects Librarian Montana State Library PO Box 200135 Helena, MT 59620-0135

Re: RFI for downloadable and streaming e-content services

Dear Ms. Orban: Providing a first-rate digital collection. Increasing eBook and eAudiobook circulation. Saving money and freeing up staff time. Our proposed cloudLibrary™ digital content solution is a more affordable and easier to use solution than other digital content platforms. It’s a unique solution that promotes library events, engages patrons in the content and connects with their communities. cloudLibrary™ will help Montana libraries maximize user rates, enhance patron service and greatly increase digital circulation. cloudLibrary™ offers MontanaLibrary2Go members, as well as other Montana libraries, a sustainable and accessible e-content collection. And, our cloudLink solution helps libraries across the state quickly build their own collections and share digital titles with other libraries, compounding the return on investment. Your libraries will greatly benefit from this exclusive feature as the need for digital content increases. Here are just a few of the many unique benefits to choose cloudLibrary™ as your digital content partner:

Patron Experience. We pride ourselves on the simple, elegant and user-friendly nature of cloudLibrary™. Patrons only need a library card number to access content – no separate

account required. One app provides eBook and eAudiobook discovery.

cloudLink. Similar to inter-library loan, the cloudLink feature allows libraries to share their digital collection with other libraries across Montana. Ease and flexibility are the key to this

cost-effective and unique offering. cloudLibrary™ pioneered this solution, which offers your libraries a unique sharing model that other vendors cannot match.

Cost-effective. Our platform fees are the most cost-effective in the industry. We do not have hidden fees or require long-term, binding contracts like other vendors.

Customized Collections. We provide a wide variety of pre-selected eContent collections that can be custom tailored to the needs of your libraries. Our collection development team curates your lists or carts of digital titles at no additional costs.

We look forward to building a strategic partnership with the MontanaLibrary2Go consortium for all its current and future digital content needs. If you have any questions, please contact Katie Westfall, bibliotheca Bid Manager, at 800-328-0067, x301 or [email protected]. Sincerely,

Brett Ward, cloudLibrary™ Account Executive [email protected] | 678-336-7980 X 319

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Executive Summary

Executive Summary

The Montana State Library and MontanaLibrary2Go members want a statewide option for popular e-content that is cost-effective, sustainable and accessible. To fulfill these needs, the state needs a first-rate digital collection partner to help increase eBook and eAudiobook circulation, as well as save money and free up library staff time. cloudLibrary™ is that partner.

We understand that the State of Montana has been using OverDrive for many years. bibliotheca is excited to share our innovations and features that have outpaced your current digital content provider. With the help of our proposed cloudLibrary™, libraries across Montana will experience an easy-to-use digital content solution that will help them maximize user rates, enhance patron service and greatly increase digital circulation.

Unique features and benefits to choosing cloudLibrary™, and our optional cloudLink feature, include:

Popular Titles. cloudLibrary™ is committed to providing your patrons with access to the newest and most popular content. We work directly with more than 150 content providers, who provide us access to more than 105,000 publishers, such as: Penguin Random House, HarperCollins, Macmillan, Simon & Schuster, as well as hundreds of smaller eBook and eAudiobook publishers. Some vendors only provide exclusive content, which receives little usage. cloudLibrary™ provides content your patrons actually want, such as titles from Publishers Weekly’s top eBook and eAudiobooks list, and many more. This approach to collection development will maximize your return on investment.

In addition to more than 1,520,545 eBooks and 141,803 eAudiobooks, cloudLibrary™ offers a full collection of popular eComics and graphic novels available for your library to purchase, and for your patrons to browse and check out at any time. Recently, cloudLibrary™ added a Marvel Comic Collection of 350 full-color comics.

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Share Content. Via our optional cloudLink, MontanaLibrary2Go members, as well as other State libraries have the opportunity to share their digital collections. Similar to inter-library loan, cloudLink allows libraries to share their digital collection with other libraries across the State. Ease and flexibility are key to this cost-effective and unique offering. Our team prioritizes each library’s digital content to its patrons, so if a patron has a title checked out or on hold it will never be seen by any other library. The only way a title can be seen is if patrons are not using that title and it is available on the virtual shelf ready to be borrowed.

Unique cloudLink sharing benefits that other vendors cannot provide include:

 Seamless access to all individual member available library titles all in one app  Flexible and customizable to fit individual library needs  Maintain a private collection and share simultaneously  Prioritize your titles for your patrons and share unused titles easily  Ability for only your patrons to place holds on your titles

Best Patron Experience. Having both the eBook collection and eAudiobook collections within the same app will give your patrons a better user experience and increased return on investment across both formats. cloudLibrary™ has an extremely simple authentication and sign-in process. Unlike other vendors who may require users to create an account, cloudLibrary™ simply authenticates a patron via their library card number. And, your libraries are in control of all borrowing privileges by applying your ILS loan rules for digital borrowing. Unlike other providers, cloudLibrary™ is committed to patron privacy. No personal data about your patrons is held on our systems or shared with 3rd parties or other retailers.

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Content Transfer made Easy. cloudLibrary™ has more experience migrating digital content than any other vendor in the market. We have a dedicated content transfer team to assist MontanaLibrary2Go with transferring content from any provider, including OverDrive. Migrating content to the cloudLibrary™ is an extremely easy process and we do all the work for you.

We have transferred hundreds of libraries’ content worldwide. A sample size includes:

 Illinois Heartland Library System (IL) since 2013 – Axis 360 and Overdrive  State Library of Kansas (KS) since 2012 – Overdrive  State Library of Maine (ME) since 2017 – Overdrive  Wyoming State Library (WY) since 2012

“It was such a bonus to link to Huntington Beach immediately. We could tell our patrons that they were going to have more to choose from as soon as we transferred. It was key to let them know that they weren’t going to lose anything, they were only gaining by this change.”

– Misty Jones, Director and CEO San Diego Public Library on California’s cloudLink Group

bibliotheca continues to evolve its technology as you and your patron needs and goals change. Our new cloudLibrary™ apps that enhance the patron experience include:

 Interactive Receipts. With the innovative cloudLibrary™ assist module, patrons can now truly bridge the physical library experience with an interactive mobile experience. This optional module delivers digital receipts from patron transactions at the selfCheck™.

 Customized Checkout Experience. The optional cloudLibrary™ checkout module allows patrons to choose a checkout experience that works best for them. This app offers a mobile checkout experience similar to what you find in the retail environment. Patrons use their mobile devices to scan barcodes or RFID tags, complete a simple checkout process at the Fastlane RFID device and receive digital receipts.

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The following cloudLibrary™ team will assist MontanaLibrary2Go during the collection development and OverDrive content transfers.

Brett Ward, Account Executive 877-207-3127 ext. 319 | [email protected] As a cloudLibrary™ Account Executive, Brett has assisted many libraries in implementing unique digital content solution for their patrons. He also brings experience migrating content from other digital providers to the cloudLibrary™ platform. Brett graduated from the University of Wisconsin-River Falls, with a degree in Business Administration, with an emphasis in Management and a minor in Economics.

Jessica Moss, Customer Account Manager 877-207-3127 ext. 342 | [email protected]

Jessica joined bibliotheca’s digital division in April 2017 with four years of previous account management experience. Today she acts as a strategic partner to libraries in North America using the bibliotheca cloudLibrary™ digital lending platform. She enjoys reading, crafting handmade greeting cards and is always eager to share a laugh. She holds a MA in the Humanities from the University of Chicago and a BA in English Literature from Augsburg University.

Ryan Haindfield, cloudLibrary Customer Success Manager 877-207-3127 ext. 382 | [email protected]

Ryan joined the cloudLibrary team in 2018 as Customer Success Manager, where he conducts trainings for the cloudLibrary platform

and guides libraries through the deployment process to a successful launch. His previous experience managing the Collection Development and Analysis department for an educational materials vendor allowed him to work closely with libraries and librarians across the country to help them improve their collections. He now enjoys working with library staff to help them learn about cloudLibrary and all that it has to offer. Ryan graduated from Iowa State University with a BS in Psychology and Child Development and earned his Master of Library and Information Science from San Jose State University.

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Heather McCormack, cloudLibrary™ VP, Collection Development & Publisher Relations 503-999-9807 |[email protected]

Heather has worked in the worlds of libraries and book publishing since 1998, starting as an adult circulation desk attendant at the Fargo Public Library in North Dakota. For almost 14 years, she wrote and edited for Library Journal magazine in New York City, winning the 2010 RUSA Louis Shores Award for BookSmack!, a collection development and readers’ advisory newsletter.

In December 2015, she joined bibliotheca in the role of cloudLibrary™ VP, collection development and publisher relations. Her goals are to grow the cloudLibrary™ collection further, incorporating world languages and high-quality self-publishing, and to develop fair eBook usage models that give libraries the flexibility to conduct better collection development with digital content.

She earned an associate’s in Journalism from Bismarck State College in Bismarck, ND; a bachelors in English with a writing minor from Minnesota State University in Moorhead, MN; and a Master of Fine Arts in creative writing (fiction) from The New School in New York, NY.

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Proposed Solution

Proposed Solution cloudLibrary™ is evolving to make the overall library self-service experience better! With three powerful modules that support service models and community needs, libraries can offer users an intuitive and engaging digital experience that seamlessly complements physical library circulation activities.

Now, library users can quickly and easily borrow physical library items using their mobile device, receive reminders, manage receipts and discover new digital content all within the cloudLibrary app! Moreover, libraries can deliver an improved user experience that helps boost physical and digital circulation.

We propose the cloudLibrary™ content offering for the MontanaLibrary2Go consortium as a highly beneficial digital content solution. In addition, our optional cloudLibrary™ assist and checkout modules would be a perfect fit for any State library who wants to establish a cloudLibrary™ private cloud collection.

On the following pages, you will see the complete suite of cloudLibrary™ solutions we propose for MontanaLibrary2Go members, as well as other State libraries who may benefit from our solution. If you have any questions regarding our eBook and eAudiobook offerings, please contact us.

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cloudLibrary™ content

Delight digital borrowers with our eBook and eAudiobook solution! cloudLibrary™ is designed specifically to meet the evolving needs of public libraries. With tools to increase awareness of library programs, cloudLibrary™ does much more than circulate digital content.

Print and Digital Integration

We provide one-stop access for your patrons to discover both print and digital content directly at the selfCheck™ kiosk in your library.

Simplified Checkout

Anyone using the cloudLibrary™ app can instantly download digital content with one simple click.

Local Selections and Customization

Give your patrons exactly what they want by customizing your Featured Shelves content or allowing them to customize their apps with personal favorites.

Keep Your Place

If your patrons use multiple devices to read eBooks and eAudiobooks, our unique “bookmark” feature keeps track of the last page or section of your patron’s digital title.

Simple Fee Structure

Our platform fees are the most cost- effective in the industry. We do not have hidden fees or require long-term, binding contracts like other vendors.

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Content Acquisition Tool (CAT) Library staff manage your cloudLibrary™ from one spot: CAT. CAT is available via a web browser.

With CAT, staff can:  Browse and purchase digital content  Track and manage holds and existing titles  Save your favorite ways to search the catalog  Access administration features which allows staff to manager the platform  Pull usage reports, purchase history, top circulating items, holds, and suggestion lists

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Collection Development cloudLibrary™ offers custom strategies to build and maintain a successful collection. Led by Collection Management expert Heather McCormack – an industry leader in creating first-rate digital lending collections – our team’s dedication to the art of continuous collection development will keep it focused on your community needs.

 Get started with our opening-day collection lists, proven to please readers  Receive regular digital newsletters with the most important new titles  Find creative suggestions of backlist titles to maximize your budget  Utilize prebuilt shelves for easy purchase or receive personalized shelf suggestions  Free collection development assistance from one of our staff librarians  Customized carts delivered automatically to your buying tool for quick selection

We will provide a wide variety of pre-selected eContent collections that can be custom tailored to the needs of your libraries. Our collection development team curates lists or carts of eContent titles that can be purchased by your libraries. The cloudLibrary™ collection development team provides this service to the State of Montana libraries at no additional costs.

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cloudCurate (OPTIONAL) At no additional cost to you, cloudLibrary™ offers cloudCurate, a Standing Order Service. With cloudCurate new releases from Essential Authors can be added automatically to your collection each month. The cloudLibrary™ team follows your customized cloudCurate parameters, and titles load automatically to your cloudLibrary™ collection and are ready for checkout on their release dates. Never miss a popular author or new series release.

We work directly with more than 150 content providers, who provide us access to over 105,000 publisher’s content, and more than 1.7 million eBooks and over 180,000 eAudiobooks, including:

 Penguin Random House  Coffee House Press  Tyndale House  HarperCollins  NLA Digital  B&H Publishing  Hachette Book Group USA  Poisoned Pen Press Group  Simon & Schuster  Soho Press  Samhain Publishing  Macmillan  Open Road Media  Severn House  Perseus Books  Akashic Books  National Book Group/Constellation  Quirk Books Network  DK Publishing  Melville House  Smashwords  Houghton Mifflin Harcourt  McSweeney’s  Abrams  Bloomsbury Publishing  Wizards of the Coast  Disney Publishing  Workman Publishing  Osprey Publishing  Candlewick Press  Chronicle Books  National Geographic Books  Andrews McMeel  Scholastic  Smithsonian Books Publishing  Harlequin  NYRB  John Wiley & Sons  Grove/Atlantic  Titan Books  McGraw-Hill  Kensington Publishing  Prometheus Books  Seven Stories Press  Sourcebooks  Thomas Nelson/Zondervan  Beacon Press  F+W Media  Baker Publishing  Independent Publishers Group

bibliotheca works with publishers on a regular basis to provide discounts through our buying tool, the Content Acquisition Tool (CAT). CAT has an easily accessible tab called “Sales” to highlight these unique opportunities. Each list’s naming convention describes the discount.

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cloudLink (OPTIONAL) With cloudLink, library consortia build and manage multiple private eBook and eAudiobook collections with ease and flexibility. Individual libraries can have their own private collection where they can individually purchase their own cloudLibrary™ content and share available titles with one another via the cloudLink solution.

Library titles to share Restricted titles Consortium titles

Ability to share available within Deny access with restricted titles Patrons easily access the consortium for local patrons only consortium-wide titles

With cloudLink, your library is in control.  Flexible and customizable to fit individual library needs  Maintain a private collection and share simultaneously  Unique sharing benefits that other vendors cannot provide  Seamless access to all consortium and individual library titles all in one app  Ability to purchase consortium restricted content in private collection  Protect the titles your patrons use the most and share unused titles easily  In private cloud collections, only owning library patrons can place holds on their library-owned content and MontanaLibrary2Go owned titles

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cloudLibrary™ assist (OPTIONAL) Included with every selfCheck™ running quickConnect™, the cloudLibrary™ assist module extends the selfCheck™ experience to a user’s smartphone. This new experience includes interactive receipts, relevant reminders and helpful workflows to make sure you never forget a book at home again.

Content interface provides patrons with the option to select more than 20 languages for their individual user experience

Customize app theme and avatar to deliver a more personalized experience

Integrate the library’s Twitter feed and send direct messages to users

Drive participation to events and programs by integrating cloudLibrary™ with the library’s calendar system

interactive receipts virtual library card library reminders

Watch demo online: www.youtube.com/watch?v=smmJLjr6tok

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cloudLibrary™ checkout (OPTIONAL) Now libraries can offer various checkout experiences to best suit user and community needs. Independent, self-service users, can utilize their mobile devices to scan barcodes, go through a simple checkout process and receive digital receipts. For libraries with security, users simply desensitizes the security on their items before leaving the library with a quick stop at the RFID or EM check-out pad, bypassing the selfCheck™ area or circulation desk altogether.

Fast and simple mobile checkout experience of physical items right from the patron’s mobile device

Provides users with a digital and interactive receipt

Compatible with RFID, barcode and Tattle- Tape™/EM technology

See demo online: www.youtube.com/watch?v=mtls3Xs5MBM

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quickConnect™ and cloudLibrary™ Integration bibliotheca is the only company that offers an integrated self-service and eContent platform, allowing us to provide libraries with a truly connected and seamless physical, digital and self- service experience. quickConnect™ and cloudLibrary™ work hand-in-hand to deliver your digital collection to users right at the selfCheck™. Suggested reads and similar titles are presented in a clear and unobtrusive way, allowing eBooks and eAudiobooks to be immediately added to the user’s digital shelf.

Attract new digital users within your library

App download instructions provided on receipts

Simple, one-click check-out of digital cloudLibrary™ content

Immediate access to titles within cloudLibrary™ app

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3.0: RFI Response Instructions

3.0: RFI Response Instructions

The State is asking all interested parties to submit a response containing the following information: Your interest in providing the services/supplies. cloudLibrary™ is poised to leverage its nearly 10 years of digital-content lending expertise to greatly enhance the patron experience and user rates for libraries across Montana. As our customers agree, cloudLibrary™ is a high-quality, easy-to-use platform with strong search capabilities.

We would be honored to demonstrate the cloudLibrary™ app and its new assist and checkout modules with your consortium. Such a demonstration will prove how cloudLibrary™ is hands down the best choice for the State of Montana.

Brief description of past experience providing similar services/supplies. bibliotheca has provided library automation services for more than 50 years. And, cloudLibrary™ has helped libraries and consortia around the world for nearly 10 years better connect with their patrons and communities through the easiest-to-use digital content lending solution in the industry. cloudLibrary™ prides itself on the simple, elegant and user-friendly nature of its app. No other desktop or mobile digital content platform for eBooks and eAudiobooks puts such an emphasis on a clean, simple look. This entices users and results in a high first-time success rate. cloudLibrary™ allows users to stream or download content, and the experience for both is a high-quality, easy-to-use platform with strong search capabilities. bibliotheca understands the unique needs that libraries like those in Montana face in today’s digital world. We immerse ourselves in library trend conversations that allow us to better enhance our digital-lending products and services. Our innovative applications will enhance the user experience by helping your State libraries transform perceptions, increase access to collections and spaces, and provide engaging interactions.

In addition, cloudLibrary™ has more experience migrating digital content than any other vendor in the market. We have a dedicated content transfer team to assist the MontanaLibrary2Go consortium with transferring its owned content from any vendor, including OverDrive. bibliotheca has completed more than 250 content transfers from OverDrive, Axis 360, RBDigital, EBSCOhost, etc., to cloudLibrary™. Migrating content to the cloudLibrary™ is an extremely easy process and takes a minimum of 6 – 8 weeks. Our team’s job is not done until your staff is completely satisfied.

From your past experience, has the State identified all the major components necessary to complete this project? If not, please provide information on other necessary components. Yes.

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Please provide a list of potential problems/risks that the State may encounter during this project. Please provide any ideas or suggestions about how such problems/risks should be addressed in a solicitation. The bibliotheca and cloudLibrary™ team does not anticipate any potential challenges with this project.

Your best estimated price range to provide the services/supplies as stated herein, lowest estimate to highest estimate. Please refer to the Vendor Pricing for Services Required section for details.

Your best estimated time frame for completing the project. cloudLibrary™ has an established implementation process designed to make it easy to develop an eBook and eAudiobook collection so your library system can begin lending. The following is a standard project implementation timeline we propose for libraries. Our normal implementation time from project beginning to end takes six to eight weeks to complete, beginning when we receive your customer analysis form information. This process is designed to move as fast or as slow as you would like. Depending on the timeframe and requirements of the State, we would be able to create a custom timeline.

cloudLibrary™ Four-week Implementation Timeline Week 1 Kickoff: Introduction to cloudLibrary™ team and resources. Week 2 Training: Library admin tool Collection Development and system Configuration.

Week 3 Training: Patron app and hardware; learn patron-facing apps and continue collection development.

Week 4 Finals: Finalize training and collection development; start launch event planning.

As part of the process described above, we will consult with your staff regarding how to develop an up-to-date collection of eBook and eAudiobook titles for the launch of your digital content lending solution. This includes help from our library professionals who helped major library systems develop their collections before they joined the cloudLibrary™ community.

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Content Requirements

1. What formats does the respondent provide for purchasing or licensing content? bibliotheca is committed to providing your patrons with access to the newest and most popular content. Some vendors only provide exclusive content, which receives little usage. bibliotheca provides content patrons actually want, such as titles from Publishers Weekly top eAudiobooks list and many more. This approach to collection development will maximize your return on investment. cloudLibrary™ works directly with more than 150 content providers, who provide us access to over 105,000 publisher’s content, and more than 1.7 million eBooks and over 180,000 eAudiobooks. Unlike, other vendors who only offer proprietary content, which restricts libraries from possibly transferring purchased content to another vendor at a later date, bibliotheca’s content can easily be transferred.

Owned Content. By purchasing content owned in perpetuity, or metered models, as most eBook and eAudiobooks are sold today, the library creates an asset that can used for years by member libraries. We believe over time the ownership model creates longer term value for the library.

Unique Pay-Per-Use Options. The cloudLibrary™ also offers an optional pay-per-use model which is a cost-effective way to provide an ever-expanding digital catalog of titles for your patrons. Offering pay-per-use gives patrons access to digital content outside your current owned collection – expanding your current collection with simultaneous access content, thus reducing long hold times. Only when patrons borrow titles from the pay-per-use collection will their library be charged a small fee for each checkout. These fees are much less than buying the content for your main collection – saving libraries money, all while providing patrons with the extended eBook and eAudiobook content they desire. This can be activated on an individual library basis for their own patrons. There are also a variety of controls to the pay per use offering that allow for further control of budgets and costs per checkout. bibliotheca follows publisher ownership licensing models. We promote ownership of the digital material offered in our system. Publishers have the final say on the rights to their material. All digital content vendors can provide the same pricing models, as the model is largely determined by the publisher. These policies are subject to change and vary by the publisher.

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2. What file types does the respondent provide for each format? Does the respondent provide content compatible for all major device platforms (Kindle, IOS, Android, Windows…)? File types supported by cloudLibrary™ include mp3, ePub, ePub3, PDF and streaming formats. cloudLibrary™ is compatible with the following devices:

Devices OS / Model Requirement Content iOS Devices iOS 9.0 and up eBook and eAudiobook Android Devices Android 4.1 and up eBook and eAudiobook Windows PCs Windows 7, 8 and 10 eBook and eAudiobook Mac OS X Mac 10.6 and up eBook and eAudiobook Nook eReader uses PC/Mac app eBook Nook Tablets Android 4.1 and up eBook and eAudiobook Kobo eReader uses PC/Mac app eBook

Kindle Fire 3rd generation and up eBook and eAudiobook

Libraries have consistently fought for open standards for years, if any vendor provides proprietary methods to access content, such as Kindle Paperwhite devices, this is an inherent disservice to the mission of libraries. Thus, cloudLibrary™ will deliver the same content, using open standards. bibliotheca acknowledges that most patrons who have a Kindle Paperwhite also have other mobile devices such as iOS, Android, etc. According to the Pew Research Center, iOS and Android smartphone patron users are on the rise over the past 8 years, currently 81% of Americans have a smartphone. In contrast, eReader users have consistently been on the decline the past 7 years, currently at 22% of Americans, which Kindle Paperwhite only accounts for a small percentage of this number.

3. What are the available consortia pricing models and fee schedules for these formats? Please refer to the Vendor Pricing for Services Required section for details.

4. For downloadable e-books and audio: do collections offered cover the most recent three years of published bestseller literature or content? For other downloadable and streaming formats, please describe the scope of your available collections. Yes, cloudLibrary™ offers the most recent three years of bestseller and other literature content. Your libraries can choose from a variety of eBook, eAudiobook and comic book/graphic novel collections.

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In addition, our collection of popular eComics and graphic novels are available for your library to purchase, and for your patrons to browse and check out at any time. Most recently, cloudLibrary™ is proud to present a Marvel Comic Collection. We offer more than 350 full-color, eye-popping collections from Marvel Comics featuring such Classic Marvel characters as Captain America, Captain Marvel, Wolverine, Spider-Man, Black Panther, Deadpool, Black Widow, Daredevil, Iron Man, the Incredible Hulk, Thor, and Jessica Jones that readers know and love from both the printed page and the big and small screens.

5. Which publishers and suppliers of downloadable e-content does the respondent have available for consortium licensing or purchase? cloudLibrary™ has more than 1.7 million eBook and over 180,00 eAudiobook titles available for download in our U.S. catalog. We directly work with more than 150 content providers, who provide us access to over 105,000 publishers content for consortia, such as: • Penguin Random • Coffee House • Tyndale House House Press • B&H Publishing Group • HarperCollins • NLA Digital • Samhain Publishing • Hachette Book • Poisoned Pen • Severn House Group USA Press • National Book Network • Simon & Schuster • Soho Press • Smashwords • Macmillan • Open Road Media • Abrams • Perseus Books Group/Constellation • Akashic Books • Disney Publishing • DK Publishing • Quirk Books • Candlewick Press • Houghton Mifflin • Melville House • Andrews McMeel Harcourt Publishing • McSweeney’s • Bloomsbury • John Wiley & Sons • Wizards of the Publishing Coast • Seven Stories Press • Workman Publishing • Osprey Publishing • Beacon Press • Chronicle Books • National • Independent Publishers • Scholastic Geographic Group Books • Harlequin • Smithsonian Books • Grove/Atlantic

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• Kensington Publishing • NYRB • Sourcebooks • Titan Books • F+W Media • Prometheus Books • Thomas Nelson/Zondervan • Baker Publishing

6. What broad subject categories does the respondent provide for e-content purchase? We have eBooks and eAudiobooks in all the major BISAC Subject Codes. This includes adult, teen, juvenile and children’s content.

7. Please describe how content is delivered to the consortium platform. All digital content is delivered through cloudLibrary™ apps. We also have customized carts delivered automatically to your buying tool for quick selection. No additional plug-ins or third- party apps are necessary for content delivery.

8. How will the respondent notify participating libraries when or if titles are added or subtracted from collections or when significant changes are made to the content, indexing, or interface to any collection? This information is included in the cloudLibrary™ purchase history and content expiration reports via our Content Acquisition Tool (CAT). In addition, we can communicate this information via cloudLibrary™ announcement emails or from your dedicated cloudLibrary™ account manager.

9. How will the respondent notify participating libraries of changes to licensing agreements and other use policies? Your participating libraries will be notified via cloudLibrary™ announcement emails.

10. How are the customer’s selectors notified about expiring materials? This information is included in the cloudLibrary™ purchase history and content expiration reports via our Content Acquisition Tool (CAT).

11. How are expired materials removed from the collection? Expiring materials are automatically removed from cloudLibrary™ apps, and they are not discoverable to the patrons. Depending on the ILS, the MARC record may automatically be removed.

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12. How will the respondent compensate the consortium for content that is removed by the respondent from the shared collection? cloudLibrary™ will not remove content that is owned by the consortium. Publishers own the rights to their titles.

13. How does the respondent add “copies” to titles in the existing collection when needed? Via our Content Acquisition Tool (CAT), a consortium buyer can purchase content for the consortium collection. Outside of the consortium they can purchase titles for their own private collections.

14. How are titles added or made available in the consortium collection? Via our Content Acquisition Tool (CAT), a consortium buyer can purchase content for the consortium collection. Outside of the consortium they can purchase titles for their own private collections.

15. How can titles be removed from the consortium collection? Weed lists may be sent to the cloudLibrary™ support team for removal.

16. Can the consortium set a holds ratio for automatic purchase of additional copies as needed? Yes. This can be done via our Content Acquisition Tool (CAT).

17. Please explain any lag time between the publication dates of print new titles in the subject areas offered and the time in which they are available through the e-content service in digital format. Lag time is dependent on the published date per each title set by the publisher.

18. What is the respondent’s policy with regard to fair use? These policy documents are available within the cloudLibrary™ app and online. Please refer to the following URLs for our Terms of Use, Privacy Policy and End User License Agreement: http://download.yourcloudlibrary.com/apps/CloudLibrary_TOU.html http://download.yourcloudlibrary.com/apps/CloudLibrary_Privacy.html http://download.yourcloudlibrary.com/apps/CloudLibrary_EULA.html

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19. Montana State Library is interested in opportunities for increasing access to e-content through collaboration with other state library agencies as well as with authors, public libraries, publishers, and other content creators, distributors, and organizations. Please describe any collaborative initiatives in which your company has engaged and interoperability with platforms such as the Digital Public Library of America. The cloudLibrary™ team will work with local authors to develop a digital collection for your consortium or individual libraries. In addition, we will work with the consortium to add publishers that the consortium or member libraries prefer. Finally, we have a variety of state libraries that we partner with to develop to create and maintain their digital content collection.

In addition, cloudLibrary™ has a collaborative partnership with Library Simplified to utilize its SimplyE app. This open-source software is a nice compliment to cloudLibrary to extend your libraries’ eBook and eAudiobook collection.

20. Does the respondent provide the option to automatically acquire or purchase OCLC MARC records for purchased titles? Describe the process for delivering catalog records to the consortium for participating libraries. bibliotheca provides free brief MARC records at any time. For Full MARC records, we are partnered with eBibliofile, SkyRiver and OCLC for an additional fee from those partners. Some ILSs provide API connections which allow for automatic integration of MARC records.

Our free brief MARC records are delivered via our Reports Module. Libraries can download .mrc files that are automatically generated overnight for the previous day’s purchase or request records for a specific timeframe at any time.

21. The respondent must describe the authority control for names and subjects in the database. Respondent must indicate the source of authority. Respondent must respond with description of authority control system or systems used in conjunction with the respondent’s database(s). Authority Control is generated through Publishers’ bibliographic metadata based on Book Industry Study Group (BISG) standards and provided to cloudLibrary/bibliotheca through ONIX feed.

www.bibliotheca.com, page 27

22. Please describe the features of the purchasing interface accessible to content selectors, including: Your library staff can manage cloudLibrary™ from the Content Aquistion Tool (CAT). This tool is available via a web browser. Via CAT, your staff can:

 Browse and purchase digital content  Track and manage holds and existing titles  Save your favorite ways to search the catalog  Access administration features that allows staff to manager the platform  Pull usage reports, purchase history, top circulating items, holds, and suggestion lists

Additional details to your question are outlined below.

• Search features Selectors can search for titles by keyword, title, author(s), isbn, date added to catalog, date published, language, price range and hold ratio.

• What inventory information is available CAT shows what inventory is available to purchase and offers titles for pre-sale before they are available to purchase. This allows your staff to order titles before they are available for purchase.

• Holds information Current number of holds on a title our show, as well as hold ratio for the number currently owned.

• Budget information Prices for titles are shown for each title, as well as access to purchases for the past year.

End-user Service Requirements

1. Can registered end-users place holds on titles? If so, what options does the respondent provide to notify patrons when holds are cancelled or expired? Yes. cloudLibrary™ does not notify end users when a title hold is cancelled. However, when a hold title is removed or not purchased from the collection that title switches to a patron suggestion so the library knows that a patron wished to check out that title. If a patron wants to remove a hold, the platform does prompt them to make sure they want to remove their hold.

www.bibliotheca.com, page 28

2. What methods/support does the respondent provide for merging accounts or changing hold information when/if a patron card number has changed? The current information is maintained and library staff have a tool within the cloudLibrary™ staff tool to replace the old patron account with the new card.

3. Can registered end- users make purchase requests or recommendations? If “yes,” please describe this process. Yes. If your libraries wish to have suggestions turned on, it allows patrons to suggestion titles for purchase that are not already owned in the collection.

4. Does the process allow the consortium to place limits on the number of recommendations each end-user can make per month? Yes.

5. Can respondent offer the following capabilities through its end-user interface? Please refer to our answers below. a. Browse contents by genre and format; Yes. b. Search, browse, and access content through interface appropriately responsive to browser or mobile device; Yes. c. Filter results through several optional limiters, including availability, subject, and Lexile Measure Yes, patrons can filter by Format, Availability, and Language However, we do not provide Lexile Measure.

6. How does the respondent protect patron privacy? bibliotheca is committed to protecting patron privacy. We do not collect confidential patron information, such as contact information, therefore, patron information is confidential and never resold, exchanged or transferred to another company. We only require a patron barcode number (and if the library requires it, the patron’s PIN) for authentication when a patron begins using cloudLibrary™. In addition, bibliotheca never sends unsolicited promotional or related emails to customers.

www.bibliotheca.com, page 29

As Data Processors and Data Controllers, we are aware of our obligations to comply with the General Data Protection Regulations (GDPR). We have adapted our policies, processes and other controls where we identified that changes where required for GDPR.

Please refer to the GDPR Assurance Statement in the Additional Information section for more detailed information.

7. Please provide your company’s data security policy. bibliotheca sets high security measures for the data held on its systems and we are continually working to increase our cyber resilience within the business and across our products. We use a mixture of encryption; Enterprise Antivirus and Malware; complex password protection requirements; locked filing cabinets; restricted access; and secure cloud services. Where we store data off premise, we have taken suitable due diligence on the GDPR compliance and security measures of these services. Please see the section on ‘Using Sub Processors’ for more information.

Physical access to the bibliotheca group offices is monitored by access control. Access to data within the office environment is tightly controlled and bibliotheca operate a “clear desk” policy. Any physical printouts of data are processed immediately and subsequently scanned and shredded.

Administrative and technical roles are defined within bibliotheca and data requirements mapped to them. Data held internally is access controlled and only available to staff with specific access needs, in order to deliver contracted services on behalf of a Customer. All access to data is logged and routinely reviewed for inappropriate access. bibliotheca uses a layered security model, using a variety of security technologies such as IDS, and best practice methodologies to help identify and pro-actively react to security issues should they occur. Our systems have platform and data resiliency, that in combination with security measures, helps ensure the integrity of the data that we process on behalf of our Customers. bibliotheca is Cyber Essentials Certified, we adopt best practices in information security to protect customers and employee data against cyber-attacks.

Access to our sub-processor data centers is physically and functionally secured according to the principles established under ISO 27001. For example, access to data centers are regularly reviewed, audited, monitored and logged. Physical access is limited through CCTV and intrusion detection systems.

On detection of a data breach or intrusion, the relevant Supervisory Authority will be notified of the activity within 72 hours of discovery. If the breach is deemed to affect the rights and freedoms of individuals, bibliotheca will ensure all affected parties are informed. bibliotheca will follow the steps outlined in our Incident Management policy and process. A record is made of the breach which can be made available at the request of the ICO or other appropriate supervisory authorities.

www.bibliotheca.com, page 30

8. Please describe available authentication methods for end-users to sign in and check out items. The cloudLibrary™ app authenticates with your library’s ILS via a SIP2 connection or API. If a library does not have an ILS, we can authenticate via a cloudLibrary™ hosted barcode setup, which allows libraries to upload card numbers.

9. Please describe the end-user process from item discovery to check out. Using the cloudLibrary™ app to discover and check out digital titles is quick and easy. First, a patron needs to download the app. cloudLibrary™ has an extremely simple authentication, sign-up and sign-in process: • No separate account required • Apply ILS rules for digital borrowing • No private data is held on our systems about your patrons Once the cloudLibrary™ app is downloaded, your patrons can start browsing thousands of eBook and eAudiobook titles! Once a patron finds a title they want, they are just one click away from borrowing that item. All they need to do is click the green Borrow button on their screen (shown below) and the item is checked out. It’s that simple. Other vendors force the user to jump through hoops to checkout an item by having them choose a specific format, which causes patron confusion.

Example of Browsing Example of Book Detail Example of My Current Books screen: screen (summary of book is screen: just a scroll down):

www.bibliotheca.com, page 31

Key features to the discovery and check-out process include:

Quickly display titles patrons want to find • search by media type, title, author, recent additions, rating, alphabetical title index or category • show available titles • filter eBooks and eAudiobooks • allow patrons to suggest titles to purchase

Robust features • one-click borrow and download • intuitive apps for smartphones and computers • sample narrations before borrowing eAudiobooks • ratings and suggestions guide the next read • easily return titles before they expire

Print and digital integration • browse digital titles while checking out print materials at selfCheck™ kiosk • kiosk Recommended Reads feature provides both print and digital titles • checkout or put on hold digital titles at the kiosk

10. Please describe all the ways in which patrons can access their checked-out titles. Our patrons may access their checked-out titles via smart phone, laptop computer or any other web-based device. Once a title is checked out, the patron can see what page they are on and how many pages are left, bookmark the page, take notes about the page they are reading, and have the ability to see the chapter title and what page it starts on. Reading position, bookmarks, and notes are automatically synced across devices if the devices are connected to a data source. Supported devices include:

iPad Windows PCs Kindle Fire iPhone Kindle Fire HD Mac OS X iPod touch Kindle Fire HDX Android™ Phones NOOK™ eReader Android™ Devices Kobo™ eReader NOOK Tablets

www.bibliotheca.com, page 32

Statistical Reporting Requirements

1. Please describe the means by which participating libraries can generate and download statistical reports. cloudLibrary™ Reports allows libraries to access specific information about the content the library owns, how that content is utilized by their patrons, and how materials are shared in a cloudLink™ group. Reports can be run at any time in the reports section of the Content Acquisition Tool.

Please refer to our answer to question #22 above for reporting details.

2. What means of generating statistical reports are available to participating libraries and consortium administrators, and in what time intervals? cloudLibrary™ Reports allows libraries to access specific information about the content the library owns, how that content is utilized by their patrons, and how materials are shared in a cloudLink™ group. Reports can be run at any time in the reports section of the Content Acquisition Tool. The previous day’s system activity is captured during an overnight sync, between the hours of 2:00 – 4:00 AM CST.

Please refer to our answer above for more reporting details.

3. Please list what reports are available for each individual library as well as cumulatively, including the following data: a. Circulation b. New patron registration c. Collection usage d. Website analytics e. Total number of checkouts per format f. List of titles viewed g. Total number of titles and copies in collection by format h. Holds list and holds ratio data i. Usage by interface (Web, OAI, API etc) cloudLibrary™ Reports allows libraries to access specific information about the content the library owns, how that content is utilized by their patrons, and how materials are shared in a cloudLink™ group. Reports can be run at any time in the reports section of the Content Acquisition Tool. At this time, cloudLibrary™ reports do not support website analytics, list of titles viewed or usage by interface statistics.

www.bibliotheca.com, page 33

Reports Available

Collection Data Consortia Reporting Circulation Comparison Consortia Patron Activity Purchase History Consortia Content Activity Content Expiration Consortia Group Patron Activity Library Current Stock Consortia Group Content Activity PPU Activity PPU Titles Sales Reporting Library Sales Summary Utilization Statistics Holds Ratio Generated Report Files Patron Utilization Library Reports, MARC Reports and Invoice Details Suggestions List MARC Request Top Circulating Collection HQ Top Purchased

Chart view of reports

www.bibliotheca.com, page 34

Grid view of reports

Titles currently on hold report

www.bibliotheca.com, page 35

4. Please describe how generated reports protect patron privacy. bibliotheca is committed to protecting patron privacy. We do not collect confidential patron information, such as contact information, therefore, patron information is confidential and never resold, exchanged or transferred to another company. We only require a patron barcode number (and if the library requires it, the patron’s PIN) for authentication when a patron begins using cloudLibrary™. In addition, bibliotheca never sends unsolicited promotional or related emails to customers.

As Data Processors and Data Controllers, we are aware of our obligations to comply with the General Data Protection Regulations (GDPR). We have adapted our policies, processes and other controls where we identified that changes where required for GDPR.

Please refer to the GDPR Assurance Statement in the Additional Information section for more detailed information.

5. Are statistical reports available for export in CSV, xlsx, JSON, XML? What other file formats are available? cloudLibrary™ reports are available for export in CSV and xlsx formats. At this time, we do not support JSON or XML.

6. Is the interface interoperable with Google Analytics? No. cloudLibrary™ does not currently provide Google analytic stats on our apps.

Marketing Requirements

1. Please describe what kind of marketing content (electronic, print) is available to participating members as part of the contract cost: in what format, in what quantity, and how frequently it is updated. cloudLibrary™ offers a Marketing Kit for populations served above 500,000, for free (list price is $5,240). This marketing kit includes, bookmarks (15,00), postcards (2,000), business cards (1,000), staff buttons (100), posters (25), pull up banner (3), and cardboard easels (20). These materials are updated as needed.

In addition, we have free digital resources for your libraries to utilize. Please refer to the cloudLibrary™ marketing kit guide document in the Additional Information section at the end of our response for further details.

www.bibliotheca.com, page 36

Support Requirements

1. Please describe consortium’s ability to add or remove participating libraries. The cloudLibrary™ support team will work with MontanaLibrary2Go to configure each individual library for set up, as well as removal.

2. Please describe the cost for adding or removing participating libraries, if any. Please refer to the Vendor Pricing for Services Required section for details.

3. Please describe any restrictions on types of libraries that may participate in this contract. There are no restrictions for Montana libraries to join cloudLibrary™. All libraries in MontanaLibrary2Go, as well as other public, K-12, academic, specialty, tribal, etc. can use cloudLibrary™ for their digital content lending needs.

4. Is interface scoping available to curate library- or library-type specific collections? Please describe. With cloudLibrary™, your libraries can filter specific content collections via patron library card type based on filter categories that a library has set in place.

5. Can the consortium add libraries using disparate Integrated Library Systems (ILS)? Yes.

6. Please describe availability of and access to technical support assistance and resources for consortium administrators and for participating library staff. Unlike other digital content vendors, the cloudLibrary™ team supports your library before, during and after opening day launch. Our service and support ensures your library staff members have all the resources they need to maintain and build a collection that best suits their patrons’ needs for years to come.

The cloudLibrary™ team will provide your staff and service administrators with excellent technical support: • Support Team – Fast support via 800 number or email. • Customer Service Team –billing, shipments or general questions • Software Support Team –library tools, technical questions, patron app issues and patron authentication • Collection Development Team – expert help with building and growing eBook and eAudiobook collections • Training / Deployment Team –deployment, training and launch promotions • Patron Support – patrons can find assistance 24/7 at www.yourcloudlibrary.com

www.bibliotheca.com, page 37

7. Please describe any options for technical support to registered end-users. Patron support is handled online at www.yourcloudlibrary.com.

8. Please describe what functionality is available to participating library staff through administrative website. cloudLibrary™ provides your staff with a variety of online resources for our customers including live web-based training/tutorials, end-user documentation, tip-sheets and more. Recorded training video sessions are available on the cloudLibrary™ SharePoint site that can be viewed at any time. All support and training is covered under your annual Platform agreement. Ongoing training is available through monthly interactive webinars with our in-house support team.

9. Please describe what functionality is available to consortium administrator through administrative website. Please refer to our answer to question number 8 above for details.

10. Does the respondent provide invoicing capability to consortium administrator in order to assign invoices to participating libraries for shared collection budget? Yes. We can send invoices to your consortium administrator so he/she can send the invoices to participating libraries for payment. In addition, we can bill individual libraries separately if desired. No fees are associated with this process.

11. Please describe any transition assistance available to move purchased/licensed collection in the event of contract termination. When it comes time to transfer an existing collection, the cloudLibrary™ team will do all the work for you. We have more experience migrating digital content than any other vendor in the market. We have a dedicated content transfer team to assist the MontanaLibrary2Go consortium with transferring its purchased content from any vendor, including OverDrive. bibliotheca has completed more than 250 content transfers from OverDrive, Axis 360, RBDigital, EBSCOhost, etc., to the cloudLibrary™ platform. Migrating content to cloudLibrary™ is an extremely easy process and takes a minimum of 6 – 8 weeks. Our team’s job is not done until your staff is completely satisfied.

www.bibliotheca.com, page 38

Technology Requirements

1. Please describe options for a mobile app that is compatible with all major platforms and how end-users can obtain it. Yes, we do have a mobile app! Because most readers are using the mobile app (as opposed to the desktop app) and because patrons are busy people, we’ve made getting started with cloudLibrary™ very fast. First, download your preferred download method.

Once the app is downloaded, the patron selects their Country, State, and library and enters their patron ID. That’s it! Now, patrons are ready to discover their favorite digital titles. An example is shown below.

Example of Browsing Example of Book Detail Example of My Current screen: screen (summary of book Books screen: is just a scroll down):

www.bibliotheca.com, page 39

Once logged on, patrons will find the they are able to search by ratings, recent additions, author or genre. eBooks and eAudiobooks can be filtered and patrons can suggest titles to purchase. cloudLibrary™ is available for use with all the industry-leading browsers and devices. And with one-click borrow and download, patrons will be reading in no time.

2. Please describe the minimum hardware, software, and bandwidth capability needed to access the respondent’s system. Suggested bandwidth for cloudLibrary™ is 1.5Mbps. Types of devices the app is compatible with include:

Devices OS / Model Requirement Content

iOS Devices iOS 9.0 and up eBook and eAudiobook

Android Devices Android 4.1 and up eBook and eAudiobook

Windows PCs Windows 7, 8 and 10 eBook and eAudiobook

Mac OS X Mac 10.6 and up eBook and eAudiobook

Nook eReader uses PC/Mac app eBook

Nook Tablets Android 4.1 and up eBook and eAudiobook

Kobo eReader uses PC/Mac app eBook

Kindle Fire 3rd generation and up eBook and eAudiobook

3. Do all of the product ’ s interfaces and applications meet Americans with Disabilities Act (ADA) electronic access standards? cloudLibrary™ uses Apple’s iOS VoiceOver capabilities to offer accessibility options within our mobile apps. We also offer dyslexic font and have achieved WCAG 2.0 compatibility on our website.

4. What functionality is available to participating library staff through the administrative module or website? cloudLibrary™ provides your staff with a variety of online resources for our customers including live web-based training/tutorials, end-user documentation, tip-sheets and more. Recorded training video sessions are available on the cloudLibrary™ SharePoint site that can be viewed at any time. All support and training is covered under your annual Platform agreement. Ongoing training is available through monthly interactive webinars with our in-house support team.

www.bibliotheca.com, page 40

5. Please describe alternate Internet access provision in place, in case the primary connection becomes unavailable. Yes. We have multiple servers in place to deal with such a scenario.

6. Please describe ability to authenticate via SIP2. The cloudLibrary™ app integrates with your library catalog via a SIP2 connection, which can provide remote patron authentication.

7. Can the consortium, participating library, or user configure various screen display formats? Yes. Any library’s name, logo and desired user language can be customized and configured to appear in the cloudLibrary™ app, if they have a private cloud setup. In addition, your libraries can control their feature shelves display. From a user standpoint, the browse experience can be customized based on their preferences.

8. Please state the actual hours of availability 365 days per year based on data on system availability during the most recent 12 months. cloudLibrary™ has 99.7% availability the past 12 months.

9. Please provide data on typical response times experienced by end-users when searching a collection. This depends on the end-user device, Internet connection and size of the file. However, streaming of eAudiobooks are available to the user right away while it is downloading.

10. Does the respondent allow end-users to transfer titles to non-wifi devices which require a USB or other connection to a computer? Yes. In addition, for certain eReaders, patrons can side load titles onto their devices.

www.bibliotheca.com, page 41

11. Please describe the product’s compatibility with all major e-readers and operating systems (including Kindle, iOS, Android, and Windows). cloudLibrary™ is compatible with the following devices:

Devices OS / Model Requirement Content

iOS Devices iOS 9.0 and up eBook and eAudiobook

Android Devices Android 4.1 and up eBook and eAudiobook

Windows PCs Windows 7, 8 and 10 eBook and eAudiobook

Mac OS X Mac 10.6 and up eBook and eAudiobook

Nook eReader uses PC/Mac app eBook

Nook Tablets Android 4.1 and up eBook and eAudiobook

Kobo eReader uses PC/Mac app eBook

Kindle Fire 3rd generation and up eBook and eAudiobook

Libraries have consistently fought for open standards for years, if any vendor provides proprietary methods to access content, such as Kindle Paperwhite devices, this is an inherent disservice to the mission of libraries. Thus, cloudLibrary™ will deliver the same content, using open standards. bibliotheca acknowledges that most patrons who have a Kindle Paperwhite also have other mobile devices such as iOS, Android, etc. According to the Pew Research Center, iOS and Android smartphone patron users are on the rise over the past 8 years, currently 81% of Americans have a smartphone. In contrast, eReader users have consistently been on the decline the past 7 years, currently at 22% of Americans, which Kindle Paperwhite only accounts for a small percentage of this number.

www.bibliotheca.com, page 42

Training Requirements

1. Please describe what training materials and live or recorded sessions are available to library staff and consortium administrators. Unlike other vendors, cloudLibrary™ provides your account will have a dedicated project manager. Ryan Haindfield, cloudLibrary™ Customer Success Manager, He will conduct your team training for the cloudLibrary™ platform and guide your libraries from the deployment process to a successful launch. This unique guidance will ensure your digital lending experience is a success day in and day out. cloudLibrary™ training includes guides, videos, live webinars and optional in-person training. All training on the cloudLibrary™ will include program set-up, administrative and security features, report creation, normal use, reporting features, statistical features and technical support process.

We provide a variety of training resources for our customers including live web-based training/tutorials, end-user documentation, tip-sheets and more. Recorded training video sessions are available on the cloudLibrary™ SharePoint site that can be viewed at any time. All support and training is covered under your annual Platform agreement.

Ongoing training is available through monthly interactive webinars with our in-house support team.

2. Please describe what training materials and live or recorded sessions are available to end- users. cloudLibrary ™ offers 24/7 patron support via our website (www.yourcloudlibrary.com), which provides your patrons with in-depth how-to-videos, user guides and frequently asked questions.

www.bibliotheca.com, page 43

Customer References

Customer References

Provide references that are using your specific software solution and/or hosted services. At a minimum provide the name of the entity, contact person, customer’s telephone number, email address and a description whether the customer is hosting your software solution in their own environment and/or your hosted services.

The following pages contain customer references for our proposed cloudLibrary™ solution. All software is hosted by cloudLibrary™. Feel free to contact these references to learn about their success stories regarding the ease-of-use, simplicity and increased digital usage via cloudLibrary™. If you have any questions, please contact Katie Westfall, bibliotheca Bid Manager, at 800-328-0067 ext. 301 or [email protected].

State Library of Kansas

ILS Products Evergreen The State of Kansas needed a more efficient Address and easier-to-use digital content lending 300 SW 10th Ave system. To accomplish this goal, they switched Room 312-N from OverDrive to cloudLibrary™ as their sole Topeka, KS 66612 digital library platform for eBooks and eAudiobooks. As part of the implementation, Contact the cloudLibrary™ team transferred all their Jeff Hixon, Director existing OverDrive collection to the 785-296-3154 cloudLibrary™ platform. [email protected]

Installation Years January 2012

www.bibliotheca.com, page 45

Maine State Library

ILS Products Innovative Sierra The Maine State Library wanted a more Address effective digital content lending solution then 5784 York Village its current OverDrive system. To do this, they Suite 58 chose cloudLibrary™ as their sole digital Orono, Maine 04469-5784 content provider for eBooks and eAudiobooks for its numerous school, university and public Contact libraries of all sizes. As part of the James M Jackson Sanborn implementation, the cloudLibrary™ team Executive Director, Maine InfoNet transferred all their existing OverDrive 207-581-3083 collection to the cloudLibrary™ platform. [email protected]

Installation Years March 2017

www.bibliotheca.com, page 46

State Library of Wyoming

ILS Products SirsiDynix The State Library of Wyoming was in search of Address a primary platform for eBooks and 2800 Central Ave eAudiobooks. To that end, they chose Cheyenne WY 82002 cloudLibrary™, which accounts for most of their digital content usage by patrons. Contact Desiree Saunders WYLD Program Manager/Wyoming State Library 307-777-6258 [email protected]

Installation Years June 2012

www.bibliotheca.com, page 47

Vendor Pricing for Services Required

Vendor Pricing for Services Required

Please provide pricing information on the following. Pricing information should include: - Annual cost

- How cost is generated for each category (e.g. cost/item purchased; hourly rates; circulation totals)

Content purchasing/licensing • Costs are set by publisher pricing models. One Copy Per Use Model for purchased materials. • Optional Pay Per Use model. Pay Per Use model allows for simultaneous access use to titles. eBook and eAudiobook Pay-Per-Use catalogs are determined by publishers, and cost per checkout.

Hosting fee(s) • Cost is based on total population service area. • $18,0000 annual platform fee, with $100,000 minimum cloudLibrary™ content purchases requirement • 5% increase in annual platform fee each renewal year after year 1.

Library consortium fees (costs to add or remove libraries) • If additional libraries want to have a private collection outside of the consortium collection, there is an additional setup fee based on the size/population service area of the library. No cost to remove libraries. • $500 for each private collection one-time cost. • No annual increases

Website upgrade/change fees No charge.

www.bibliotheca.com, page 49

Technical support fees No charge.

MARC record purchasing No charge for brief records.

Customization and prerequisite software and hardware pricing. • Optional custom Novelist Reading Recommendations for Montant2Go, which cost is based on total population service area. • In App NoveList Reading Recommendations annual subscription $5,000 • No annual increases

Maintenance costs No charge.

Upgrade fees No charge.

Costs to upload/host local content (content not purchased through Overdrive such as local authors) $4.99 per title.

Reporting fees No charge.

Training costs • Cost is based on total population service area. • $10,000.00 one-time setup and training charge for Montana2Go consortium. • No Increase annual. One-Time Fee year 1.

Marketing costs No charge.

NOTE: If respondent does not charge for any of the above, please note that in response.

www.bibliotheca.com, page 50

Additional Information

Additional Information cloudLibrary™ Overview Brochure cloudLibrary™ modules Brochure cloudLibrary™ marketing kit guide

GDPR Assurance Statement

To view our Terms of Use, Privacy Policy and End User License Agreement, please see the following: http://download.yourcloudlibrary.com/apps/CloudLibrary_TOU.html http://download.yourcloudlibrary.com/apps/CloudLibrary_Privacy.html http://download.yourcloudlibrary.com/apps/CloudLibrary_EULA.html

www.bibliotheca.com, page 52 cloudLibrary™ by bibliotheca our solutions...

connect

Provide a connection between the library and its users,

wherever they happen to be, expanding its reach and role

within the community.

engage

Encourage interaction with the library, in unique ways, that

drives participation and enhances its overall importance.

evolve

Empower libraries to reinvent their offering and encourage

lifelong learning today and well into the future.

we help your library

connect engage evolve

1 how much more could you do with cloudLibrary™?

cloudLibrary™, our eBook and eAudio solution, is designed specifically

to meet the evolving needs of public libraries. With tools to increase awareness of library programs, cloudLibrary™ does much more than circulate digital content.

community outreach tools to easily engage new users

continually the best and most innovative user experience

drive digital users to your library with event integration

relay important library messages and display Twitter feed

read and listen instantly with our web-reader interface

2 3 reach new library users with remote digital kiosks

The cloudLibrary™ iOS kiosk license encourages libraries to connect to community beyond their physical library branches. Paired with digital patron registration, this unique cloudLibrary™ feature allows libraries to attract new users and keep current library users engaged. You choose your own iPad kiosk provider. Contact your cloudLibrary™ specialist for recommendations.

civic centers transit stations airports

local hospitals local schools recreation centers

securely and easily recruit new library users

new library users can create an account through in-app patron registration

ILS restrictions and qualifications automatically apply to all new user registrations

all user-sensitive information is held within your ILS, not in cloudLibrary™

read more... In our case study with BiblioTech (Bexar Co)

4 5 a hassle-free digital lending library experience

users just need a library card to gain access – no separate account needed

ILS age and content restrictions automatically apply to digital browsing

all user-sensitive information is held within your ILS, not in cloudLibrary™

library customization

Build and display digital bookshelves customized to your community’s needs. Add your library logo and link your Twitter feed to keep users up-to-date on your latest events and information.

select library enter your library ID start browsing

6 7 the ultimate eContent and events hub for your community

virtual library card is always on your phone

event integration drives digital users to your physical library

synchronized updates deliver latest event details

create custom announcements with message center

virtual library card

Users have access to their library user barcode at all times within cloudLibrary™, RSS FEED making in-library check out easy for teens and other users who prefer not to carry cards.

8 9 user can personalize their experience

sort by rating, recent additions, or author keep them coming back for more

save favorite categories

filter eBooks and eAudiobooks one-click borrow and download

allow users to suggest titles to purchase intuitive apps for smartphones and computers

categorize by adults, teens and kids sample narrations before borrowing eAudiobooks

ratings and suggestions guide the next read

easily return titles before they expire

syncs effortlessly, every time

a personalized experience One-click category selection allows users to fully customize which genres they wish to see in their personal browsing shelves. By using advanced filtering, they can sort by publication date, titles reading position favorites bookmarks author, title, recent additions, or rating. Saving titles for future borrowing is as easy as tapping the favorite flag.

10 11 harness the power of cloudLink

With cloudLink, library consortiums build and manage multiple private eBook

and eAudiobook collections with ease and flexibility. Libraries can join or create

a consortium by individually purchasing their own cloudLibrary™ platform and

connecting them with cloudLink.

flexible and customizable to fit individual library needs

maintain a private collection and share simultaneously

unique sharing benefits not available on other platforms

seamless access to all consortium and individual library titles in one app

complete control of restricted and shared titles

prioritize your titles for your users and share unused titles easily

teens and kids library titles to share restricted titles consortium titles With Young Adult BISAC category share local titles titles restricted to easily access integration, users can filter searches only when available local users only consortium-wide titles by specific categories within YA and see various BISAC categories within book descriptions.

12 13 gain new digital users at the selfCheck™

quickConnect™ and cloudLibrary™ work hand-in-hand to deliver your digital collection to users right at the selfCheck™. Suggested reads and similar titles are presented in a clear and unobtrusive way, allowing eBooks and eAudiobooks to be immediately added to the user’s digital shelf. Initially

designed for public libraries, cloudLibrary™ also appeals to academic libraries that want to offer a digital leisure collection to their students without having to visit another library.

attract new digital users from within your library

app download instructions provided on receipt

simple, one-click check-out of content

immediate access to titles within cloudLibrary™ app

read more... In our dedicated quickConnect™ brochure

bibliotheca is the only company that offers an integrated

self-service and eContent platform, allowing us to provide

libraries with a truly connected and seamless physical, digital

and self-service experience.

14 15 listen anytime, anyplace

eAudiobooks are an extremely popular way for users to consume books.

cloudLibrary™ allows you to offer the latest new titles in both eBook and

eAudiobook format to appeal to all types of readers in your community.

offer access to the simplify access to increase circulation attract on-the-go users latest digital trends eContent in one app with eAudiobooks who enjoy eAudiobooks

effortlessly promote your collection

With the cloudLibrary™ marketing kit, libraries can easily access and

download high-quality, informative marketing collateral to better

promote their digital collection and increase awareness.

read more... In our dedicated cloudLibrary™ marketing kit guide 16 17 a friendly and helpful team dedicated to your success lists curated by our in-house team

get started with our opening-day collection, proven to please readers Tier One

Top New Releases receive regular digital newsletters with the most important new titles Best Sellers

find creative suggestions of backlist titles to maximize your budget Top Circulating

Top Purchases utilize prebuilt shelves for easy purchase or receive personalized shelf suggestions Starred Reviews

Prepub Musts

Readalikes

LibraryReads Meet Heather McCormack cloudLibrary™ Vice President, Collection Development & Publisher Relations

Heather defines collection development as the art and science of

identifying, buying, tracking, and marketing materials that are relevant

to your community. Her goal is to make your demanding jobs easier while

strengthening your library’s relationship with readers of all tastes and ages.

former Library Journal Book Review Editor

content accessibility & metadata advocate for libraries “Our close relationships with publishers set us apart and help 2010 ALA Louis Shores award winner us deliver the best content for our libraries. Using sales data, we

created the opening-day collection for cloudLibrary™ so customers readers’ advisory expert across multiple formats launch with titles that perfectly match users’ interests.”

Heather leads our cloudLibrary™ team of talented individuals Heather McCormack with experience in K-12 literature, opening-day collections, seamless cloudLibrary™ Vice President, Collection Development & Publisher Relations content transfers and the management of their cloudLibrary™ collections.

18 19 achieve higher digital circulation

collaborate with our in-house collection development team

promote relevant content to your community

deliver content from top industry publishers

provide titles from regional publishers

powerful tools for collection development

the ultimate content acquisition tool

track and manage your holds and existing titles

save your favorite ways to search the catalog

create multiple carts and user accounts a natural experiment at Mobile Public Library

In a unique scenario, Mobile Public Library (MPL) in Alabama launched cloudLIbrary™ and OverDrive on the exact same day, with the exact same titles. They allowed their users to select the preferred platform and found that users preferred cloudLibrary™. As a result, MPL dropped OverDrive in 2016. track what’s working with reporting tools

purchase history TION S cloudLibrary™ A L OverDrive U circulation comparison C R I C

L A holds and suggestions DIGI T utilization and top circulations MONTHLY USE (Actual customer data available upon request)

20 cloudLibrary™ by bibliotheca cloudLibrary by bibliotheca

cloudLibrary checkout cloudLibrary assist cloudLibrary content mobile checkout quickConnect integration eBooks and eAudiobooks

Borrowing just got better cloudLibrary is evolving to make the overall library self-service experience better! With three powerful Scan item barcode and modules that support service models and community needs, libraries can offer users an intuitive and 1 perform the checkout in-app engaging digital experience that seamlessly complements physical library circulation activities. Place items on an RFID-enabled Now, library users can quickly and easily borrow physical library items using their mobile device, receive 2 pad to turn off item security reminders, manage receipts and discover new digital content all within the cloudLibrary app! Moreover, Walk out of the library libraries can deliver an improved user experience that helps boost physical and digital circulation. 3 and start reading

cloudLibrary checkout module

For today’s independent, self-service users, the cloudLibrary checkout module offers a mobile checkout experience similar to what they might find in the retail space. Now, users can utilize their mobile devices to scan barcodes, walk through a simple checkout process and receive digital receipts. Next, for libraries using RFID technology, users simply remove the security on their items before leaving the library and they are all set to go, bypassing the self-service area or circulation desk altogether. For libraries utilizing barcode technology only, users simply scan the book from their device and the item will be checked out to them. Now libraries can offer various checkout experiences to best suit user and community needs.

Keep everything mobile with digital, Reduce demand on self-service interactive receipts area during peak times

For RFID-enabled libraries, create a Allow users to choose a checkout Fastlane checkout for busy users experience that works for them cloudLibrary assist module

Included with every selfCheck running quickConnect, the cloudLibrary assist module extends the selfCheck experience to a user’s smartphone. This new experience includes interactive receipts, relevant reminders and workflows to make sure you never forget a book under the sofa again. After viewing download instructions at the selfCheck, cloudLibrary assist users receive selfCheck receipts directly within the cloudLibrary app. These digital receipts create a digital log of their reading history of books they have borrowed from the library.

Prepare for library visits with Easily take action on library items the My Book Bag feature to mark as read, favorite, and more

Renew physical library items borrowed Reduce library fines with at the selfCheck right from your device relevant notifications

cloudLibrary content module

With the introduction of the new modules, cloudLibrary users now enjoy an enhanced user interface and upgraded visual experience throughout the cloudLibrary app. We’ve taken steps to make sure the elements of cloudLibrary that users and libraries know and love are still available, while incorporating some new visuals, updated workflows and improved navigation to evolve the overall user experience.

Drive digital circulation with Increase digital circulation by sharing Recommended Reads titles with other libraries using cloudLink

Customize browse experience empowers In-app registration allows new users users to easily find their next read to start using your library immediately

Maximize your digital budget with Attract new digital users flexible pay-per-use content options at the selfCheck Designed for today's library user

Although the functionality and benefits of each cloudLibrary module vary, a handful of features remain constant throughout the app at all times. These features allow libraries to offer a truly unique library experience for their users; bridging the interaction between physical and digital collections

Extremely simple sign-up Actionable list of items to keep digitally and sign-in process aligned with your library account

Virtual library card embedded Add multiple library cards to manage within app user accounts from a central location

Easily determine which Never lose a physical library items are due soon receipt again

www.bibliotheca.com facebook.com/smartlibraries [email protected] twitter.com/smartlibraries [email protected] linkedin.com/company/bibliotheca

© 2018 bibliotheca | JUNE 2018 | G-LBBR1175NA_001v reach people where they are grab their attention with library promos easy to get started and customize ™

quickConnect™ allows you to promote your library’s programs and services on the self- large selection of templates or create your own service home screen. By helping you maximize on this key touch point, your library can increase its marketing efforts and drive more traffic to programs and events. target promos to appear at a certain time of day

customize the order and appearance of promos Integrate your marketing Compliment your library marketing with attention- connect with Evanced account to link program details grabbing library promos at the selfCheck™

Create an impression Leverage the moment when you have your users’ full attention, as they borrow and return items bibliotheca quickConnect bibliotheca Drive participation Keep your community informed of all the great programs and services your library offers

Read more... In our dedicated quickConnect™ brochure 2 3 a fully integrated eContent experience

quickConnect and cloudLibrary work hand-in-hand to deliver your digital collection to users right at the selfCheck. Suggested reads and similar titles are presented in a clear and unobtrusive way, allowing eBooks and eAudiobooks to be immediately added to the user’s digital shelf. Initially designed for public libraries, cloudLibrary also appeals to academic libraries that want to offer a digital leisure collection to their students without having to visit another library.

attract new digital users from within your library

physical + digital integration + digital physical eBook & eAudiobook content from top publishers

simple sign-up and sign-in process

sophisticated synchronization across devices

bibliotheca is the only company that offers an integrated self-service and eContent platform, allowing us to provide libraries with a truly connected and seamless

4 physical, digital, and self-service experience. 5 the ultimate eContent and events hub for your community

cloudLibrary™, our eBook and eAudiobook solution was designed specifically to engage users, drive digital circulation and increase awareness of library services. With robust ILS and third party integration, promote your digital collection in a variety of ways. Initially designed for public libraries, cloudLibrary also appeals to by bibliotheca by

™ academic libraries that want to offer a digital leisure collection to their students without having to visit another library.

increase your digital circulation and library usage

attract, create, and keep happy digital library users cloudLibrary event integration drives digital users to your physical library

synchonized updates deliver latest event details

relay important library messages and display Twitter feed

Events integration coming soon to cloudLibrary™

cloudLibrary™ bibliotheca

Read more... In our dedicated cloudLibrary™ 6 brochure 7 cloudLibrary™ marketing kit guide

www.bibliotheca.com The marketing kit is organized by module: cloudLibrary checkout, cloudLibrary assist, and cloudLibrary content. Within each main category, you will find all of the relevant marketing collateral.

cloudLibrary by bibliotheca

cloudLibrary checkout cloudLibrary assist cloudLibrary content mobile checkout quickConnect integration eBooks and eAudiobooks

www.bibliotheca.com print materials

bookmarks business cards

roll-up banners buttons

posters/signs postcards

half-page printables bookmarks

1 Download the app 2 Log into your library 3 Access your account Via the Apple App Store Select your state and Manage borrowed items, or Google Play library. Enter ID/PIN. reading history, holds, and more! Download cloudLibrary

| Easily accessible, virtual library card | Dynamic reading history with interactive receipts | Library due date alerts and helpful to-do list

Scan items Checkout in app Skip the selfCheck Scan items Checkout in app Skip the selfCheck 1 2 3 1 2 3 Select an item from the library Finish the checkout process Bypass the self-service area and Select an item from the library Finish the checkout process Pass the Fastlane checkout shelf and scan the barcode within the app, making sure exit the library. You are now free shelf and scan the barcode within the app, making sure station to deactivate items using cloudLibrary. Repeat for all items have been scanned to enjoy your next read! using cloudLibrary. Repeat for all items have been scanned before leaving the library and all items you wish to borrow. and checked out. all items you wish to borrow. and checked out. enjoying your next read!

1 Download the app 2 Log into your library 3 Access your account Via the Apple App Store Select your state and Manage borrowed items, DOWNLOAD or Google Play library. Enter ID/PIN. reading history, holds, and more! cloudLibrary

Download the app Via the Apple App Store or Google Play

Log into your library Select your state and library. Enter ID/PIN.

Checkout items Borrow library items right from your smartphone!

NEW FEATURES! Available on cloudLibrary

| More intuitive and colorful user experience | Dynamic homescreen with library notifications | Interactive receipts of digital transactions | Easily access your virtual library card from the homescreen and throughout the app

www.bibliotheca.com business cards

roll-up banners

A personal library assistant in the palm of your hand.

Easily accessible, Dynamic reading history Library due date alerts virtual library card with interactive receipts and helpful to-do list

Mobile checkout is here! Download cloudLibrary today! yourcloudlibrary.com Borrow library items from your smartphone NEW FEATURES! Available on cloudLibrary 1 SCAN 2 CHECKOUT 3 ENJOY Select an item from the library Finish the checkout process Bypass the self-service shelf and scan the barcode within the app, making sure all area and exit the library. using cloudLibrary. Repeat for items have been scanned and You are now free to enjoy all items you wish to borrow. checked out. your next read! Interactive receipts More intuitive and of digital transactions colorful user experience

Dynamic homescreen Easily access your virtual with library notifications library card from homescreen

Download cloudLibrary today! Mobile checkout is here! Download cloudLibrary today! Borrow library items from yourcloudlibrary.com yourcloudlibrary.com your smartphone

1 SCAN 2 CHECKOUT 3 DEACTIVATE Select an item from the library Finish the checkout process Pass the Fastlane checkout shelf and scan the barcode within the app, making sure all station to deactivate items using cloudLibrary. Repeat for items have been scanned and before leaving the library and all items you wish to borrow. checked out. enjoying your next read!

Download cloudLibrary today! yourcloudlibrary.com

www.bibliotheca.com buttons

posters/signs

NEW FEATURES! Available on cloudLibrary

Interactive receipts More intuitive and of digital transactions colorful user experience A personal library assistant Dynamic homescreen Easily access your virtual with library notifications library card from homescreen in the palm of your hand.

Easily accessible, Dynamic reading history Library due date alerts virtual library card with interactive receipts and helpful to-do list Mobile checkout is here! Mobile checkout is here! Borrow items from your smartphone Borrow items from your smartphone

1 SCAN 2 CHECKOUT 3 DEACTIVATE 1 SCAN 2 CHECKOUT 3 ENJOY Select an item from the library Finish the checkout process Pass the Fastlane checkout Select an item from the library Finish the checkout process Bypass the self-service area and shelf and scan the barcode within the app, making sure all station to deactivate items before shelf and scan the barcode within the app, making sure all exit the library. You are now free using cloudLibrary. Repeat for items have been scanned and leaving the library and enjoying using cloudLibrary. Repeat for items have been scanned and to enjoy your next read! all items you wish to borrow. checked out. your next read! all items you wish to borrow. checked out.

Download cloudLibrary today! Download cloudLibrary today! Download cloudLibrary today! Download cloudLibrary today! yourcloudlibrary.com yourcloudlibrary.com yourcloudlibrary.com yourcloudlibrary.com

1. Download the app 2. Log into your library 3. Checkout items 1. Download the app 2. Log into your library 3. Checkout items 1. Download the app 2. Log into your library 3. Checkout items Download the app Log into your library Access your account Via the Apple App Store Select your state and Borrow library items right 1 2 3 Via the Apple App Store Select your state and Borrow library items right Via the Apple App Store Select your state and Borrow library items right or Google Play library. Enter ID/PIN. from your smartphone! Via the Apple App Store Select your state and Manage borrowed items, or Google Play library. Enter ID/PIN. from your smartphone! or Google Play library. Enter ID/PIN. from your smartphone! or Google Play library. Enter ID/PIN. reading history, holds and more!

Mobile checkout is here! cloudLibrary Borrow items from your A stunning app for avid readers smartphone with cloudLibrary

Scan Items Checkout Deactivate

Select an item from the library Finish the checkout process Pass the Fastlane checkout shelf and scan the barcode within the app, making sure station to deactivate items using cloudLibrary. Repeat for all items have been scanned before leaving the library all items you wish to borrow. and checked out. and enjoying your next read!

Download the app 1 2 3 Via the Apple App Store 1 or Google Play

Log into your library Select your state and 2 library. Enter ID/PIN.

Access your account Download cloudLibrary today! 3 Manage borrowed items, reading history, holds and more! yourcloudlibrary.com

www.yourcloudlibrary.com

www.bibliotheca.com postcards

1 2 3

Scan items Checkout in app Skip the selfCheck Select an item from the library Finish the checkout process Pass the Fastlane checkout shelf and scan the barcode within the app, making sure station to deactivate items using cloudLibrary. Repeat for all items have been scanned before leaving the library and all items you wish to borrow. and checked out. enjoying your next read!

Download cloudLibrary

1 2 3 | Easily accessible, virtual library card | Dynamic reading history with interactive receipts Download the app Log into your library Access your account | Library due date alerts and helpful to-do list Via the Apple App Store Select your state and Manage borrowed items, or Google Play library. Enter ID/PIN. reading history, holds, and more! www.yourcloudLibrary.com

Download the app Via the Apple App 1 2 3 Store or Google Play | More intuitive and colorful user experience | Dynamic homescreen with library notifications Log into your library Select your state and Download the app Log into your library Access your account NEW FEATURES! DOWNLOAD library. Enter ID/PIN. | Interactive receipts of digital transactions Via the Apple App Store Select your state and Manage borrowed items, Available on cloudLibrary | Easily access your virtual library card from or Google Play library. Enter ID/PIN. reading history, holds, and more! cloudLibrary Checkout items Borrow library items right the homescreen and throughout the app from your smartphone! half-page printables

1 Download the app 2 Log into your library 3 Access your account cloudLibrary new features! Via the Apple App Store Select your state and Manage borrowed items, 1 Download the app or Google Play library. Enter ID/PIN. reading history, holds, and more! Via the Apple App Store or Google Play 2 Log into your library Select your state and library. Enter ID/PIN. 3 Access your account Manage borrowed items, reading Easily accessible, More intuitive and Interactive receipts Borrow physical libary items history, holds and more! virtual library card colorful user experience from library transactions from your smartphone

1 Download the app 2 Log into your library 3 Access your account Download the app cloudLibrary new features! Via the Apple App Store Select your state and Manage borrowed items, 1 or Google Play library. Enter ID/PIN. reading history, holds, and more! Via the Apple App Store or Google Play 2 Log into your library Select your state and library. Enter ID/PIN. 3 Access your account Manage borrowed items, reading history, holds and more! Easily accessible, More intuitive and Interactive receipts Borrow physical libary items virtual library card colorful user experience from library transactions from your smartphone

1 Scan items 2 Checkout in app 3 Skip the selfCheck Select an item from the library Finish the checkout process Pass the Fastlane checkout shelf and scan the barcode within the app, making sure station to deactivate items DOWNLOAD using cloudLibrary. Repeat for all items have been scanned before leaving the library and all items you wish to borrow. and checked out. enjoying your next read! NEW FEATURES! cloudLibrary Available on cloudLibrary

Download the app Via the Apple App Store or Google Play | More intuitive and colorful user experience Log into your library Select your state and | Dynamic homescreen with library notifications library. Enter ID/PIN. | Interactive receipts of digital transactions Checkout items Borrow library items right | Easily access your virtual library card from from your smartphone! the homescreen and throughout the app

1 Scan items 2 Checkout in app 3 Skip the selfCheck Select an item from the library Finish the checkout process Pass the Fastlane checkout DOWNLOAD shelf and scan the barcode within the app, making sure station to deactivate items using cloudLibrary. Repeat for all items have been scanned before leaving the library and NEW FEATURES! all items you wish to borrow. and checked out. enjoying your next read! cloudLibrary Available on cloudLibrary

Download the app Via the Apple App Store or Google Play | More intuitive and colorful user experience Log into your library Select your state and | Dynamic homescreen with library notifications library. Enter ID/PIN. | Interactive receipts of digital transactions Checkout items Borrow library items right | Easily access your virtual library card from from your smartphone! the homescreen and throughout the app

www.bibliotheca.com digital materials

HTML email content HTML website + press release content

launch party guide presentation template

website sliders selfCheck™ patron promos

sheet cake design

HTML email content

www.bibliotheca.com HTML website content + press release template

Introducing cloudLibrary [Insert library name] introduces mobile checkout, virtual library Borrowing and returning items has never been easier! cards as part of new library app launch We are excited to introduce cloudLibrary – the new feature-packed app that makes it easier than ever to borrow, organize, and return your library items. In [insert month/date], [insert library name] will begin offering virtual library cards, mobile checkout and interactive receipts to all library users through the  Virtual library card: never leave your card at home again. Your virtual cloudLibrary app. library card in the cloudLibrary app can do everything your physical card can do – except take up space in your wallet. And the best part? You With cloudLibrary, a patron’s library card is just a touch away, eliminating the can load the whole family’s cards into cloudLibrary and easily switch frustration of a forgotten or misplaced card. The virtual card can be used for between accounts. any library transaction that traditionally required a physical card. In addition, users can add multiple cards and switch between accounts with ease.  Mobile checkout: borrow items on the go. In a hurry? You can now use your smartphone to check out materials from right within the stacks – no cloudLibrary users can favorite, mark as read, and sort and filter a digital record standing in line required. Need to renew an item? Mobile checkout can of their library borrow history. This helps [insert library name] users manage the handle that too. items they’ve borrowed and remember which books they’ve already enjoyed. The app also allows library users to view and cancel current hold items, renew  Interactive receipts: say goodbye to lost receipts and cluttered inboxes. currently borrowed materials, and receive due date reminder notifications – cloudLibrary provides you with a digital receipt right within the app. The helping users avoid late fees and return items on time. receipt allows you to view recently borrowed items, favorite items (great for recommending a read to a friend), check due dates, and even get cloudLibrary’s My Book Bag feature offers busy library users a fun and functional return reminders. way to ensure they have all of their returning items before visiting the library. Great for parents with kids who checkout many books during each visit, the My  My Book Bag: pack it all up – almost effortlessly. Great for families who Book Bag feature allows users to mark which items they’ve physically collected check out (and need to return) multiple items at once, My Book Bag is a before leaving home. handy checklist of borrowed materials. Pack it up, check it off, and finally get ALL of your materials returned in one trip. Mobile checkout eliminates the need to visit the selfCheck kiosk or circulation desk to borrow items. Using cloudLibrary, patrons can now check out materials  Customize your cloudLibrary: reading is fun – so is this app. Create your using their own digital device. own avatar, choose a theme, and curate notifications, so you get the launchinformation you want party just the way you want it. guide “We’re excited about this service and the increased convenience it provides for our patrons both in and outside of our library’s walls,” says [insert library contact’s cloudLibrary is a free service, available to all library patrons – all you need is your name and job title]. library card. The app is available in the Apple App Store and Google Play Store (include links). Patron can simply download the app, log in using their library The new service is offered at no cost to all [insert library name] patrons, requiring card/pin and start interacting with the library while they are on the go! only a valid library card. bibliotheca’s cloudLibrary app is available for free through the Apple App Store or Google Play Store or by Install cloudLibrary today, take the guided tour of features, and find out how visiting www.yourcloudlibrary.com. Users will then need to follow the prompts easy it can be to manage your library account. and simply login using their library card number and PIN.

The service will be available for [insert library name] users in [insert month]. Stay in touch via social media, or speak with one of our friendly staff for more details.

www.bibliotheca.com, page 1 www.bibliotheca.com, page 1

social media posts

www.bibliotheca.com presentation template

website sliders

www.bibliotheca.com selfCheck™ patron promos

sheet cake design

cloudLibrary Borrowing just got better!

www.bibliotheca.com You can find the entire cloudLibrary marketing kit here.

© 2019 bibliotheca | APRIL 2018 | G-LBGU1037EN_004 www.bibliotheca.com

GDPR Assurance Statement for customers

Executive Summary

As Data Processors and Data Controllers we are aware of our obligations to comply with the ‘General Data Protection regulations’ (GDPR). We have adapted our policies, processes and other controls where we identified that changes where required for GDPR. bibliotheca will maintain an active role in staying up-to-date with changes, through case law, and will update our own policies, processes and controls as required to deliver compliance for all of our Customers.

To achieve GDPR compliance we worked with GDPR and Cyber security specialists and legal experts to:

• Prepare all our staff with GDPR awareness training • Implement security measures to improve the protection of data • Update our contracts and service agreements • Improve the rights of data subjects to control their own data • Improve process controls for data destruction and deletion • Improve and amend Privacy Policies • Appointment of a Data Protection Officer

The remainder of this document describes in detail how bibliotheca is delivering its responsibilities under GDPR, as your supplier of products and services. Supporting this document are product specific compliant statements which will be made available upon request.

| www.bibliotheca.com

Data Collection, Obligations and Purpose bibliotheca processes the following categories of personal data:

- Customer Data - local authority/library staff data such as contact name, email address, telephone number, job title. Further information can be found within the Privacy Notice at www.bibliotheca.com - Library Patron data – bibliotheca’s products and services may process personal data of library patrons. Since the library is the controller of this data they should be aware of the lawful basis of processing this data. Further information on the processing, storage and retention of such personal data, which can be processed by bibliotheca’s products, is contained in the product specific compliance statements.

Where bibliotheca is the Data Controller the data will be collected and processed in accordance with GDPR. Where bibliotheca is the Data Processor for our customers, the customer will determine the purpose and means, of bibliotheca’s processing of personal data, relating to library patrons and provide instructions to bibliotheca to process this data in accordance with this purpose. bibliotheca will process personal data only for the purpose of providing, supporting and improving bibliotheca’s product and services, using effective and appropriate technical and organisational protective security methods and measures. bibliotheca will not use personal data for any other purpose. bibliotheca will ensure that its employees, sub-processors and other agents engaged on our behalf will respect the confidentiality of the personal data we process and comply with the terms of this statement even after the end of their employment, engagement or contract. bibliotheca will provide support and assistance to Customers regarding requests from data subjects for access to, rectification, erasure, restriction, portability, blocking or deletion of personal data that bibliotheca processes on behalf of Customers. bibliotheca will investigate personal data breaches and notify the Supervisory Authority and the Customer. bibliotheca will prepare Data Protection Impact Assessments (DPIA) where appropriate and necessary, in consultation with the Supervisory Authority. bibliotheca does not process special category data relating to Customers or library users.

| www.bibliotheca.com

Governance bibliotheca has assessed its requirement in order to comply with GDPR. We are committed to improving, documenting and monitoring our processes and procedures to ensure we follow GDPR compliant methods. We believe that treating personal data and sensitive data as securely as possible, and recognising the rights that individuals have, with regards to their data, is in the best interests of the Company, its employees, its customers, and vendors. bibliotheca is committed to complying with the 6 core principles of GDPR and protection of the 8 data subject rights. Should a customer receive a Subject Access Request from one of their customers bibliotheca will take all reasonable steps to support this. bibliotheca has implemented policies and procedures, which are regularly reviewed and are GDPR compliant. bibliotheca has appointed a Data Protection Officer (DPO). The DPO role reports to the Global Executive Team. The DPO has the relevant knowledge and experience suitable for this position. The DPO will continually ensure that bibliotheca’s commercial and operational activities are delivered in compliance with the prevailing data protection regulations in our jurisdiction. This role will monitor and report compliance, handle communication and co- ordinate bibliotheca’s data protection activity.

Security bibliotheca sets high security measures for the data held on its systems and we are continually working to increase our cyber resilience within the business and across our products. We use a mixture of encryption; Enterprise Antivirus and Malware; complex password protection requirements; locked filing cabinets; restricted access; and secure cloud services. Where we store data off premise we have taken suitable due dilligence on the GDPR compliance and security measures of these services. Please see the section on ‘Using Subprocessors’ for more information.

Physical access to the bibliotheca group offices is monitored by access control. Access to data within the office environment is tightly controlled and bibliotheca operate a “clear desk” policy. Any physical printouts of data are processed immediately and subsequently scanned and shredded.

Administrative and technical roles are defined within bibliotheca and data requirements mapped to them. Data held internally is access controlled and only available to staff with specific access needs, in order to deliver contracted services on behalf of a Customer. All access to data is logged and routinely reviewed for inappropriate access. bibliotheca uses a layered security model, using a variety of security technologies such as IDS, and best practice methodologies to help identify and pro-actively react to security issues should they occur. Our systems have platform and data resiliency, that in combination with security measures, helps ensure the integrity of the data that we process on behalf of our

| www.bibliotheca.com

Customers. bibliotheca is Cyber Essentials Certified, we adopt best practices in information security to protect customers and employee data against cyber-attacks.

Access to our sub-processor data centres is physically and functionally secured according to the principles established under ISO 27001. For example, access to data centres are regularly reviewed, audited, monitored and logged. Physical access is limited through CCTV and intrusion detection systems.

On detection of a data breach or intrusion, the relevant Supervisory Authority will be notified of the activity within 72 hours of discovery. If the breach is deemed to affect the rights and freedoms of individuals, bibliotheca will ensure all affected parties are informed. bibliotheca will follow the steps outlined in our Incident Management policy and process. A record is made of the breach which can be made available at the request of the ICO or other appropriate supervisory authorities.

Storage and Archiving bibliotheca stores personal information data on Third Party processors, who are contracted as Sub-processors; see section ‘Using Subprocessors’ for more information. This data is held off-site from bibliotheca in data centres. The data centres are in secure locations and access to data is secured according to roles within those organisations. bibliotheca processes are in place to centralise storage of all data in tightly defined secure digital systems and processes. Where manual processes exist, these have been mapped and safeguards implemented to control the storage and access to this data. Overarching principles are in place to drive digitisation and safe destruction of manual records.

Using Sub-processors

Where possible bibliotheca will seek written consent from the Data Controller prior to appointing any sub-processors (also referred to as sub-contractors or third parties). Accompanying this document is a sub-processor consent form listing all sub-processors who bibliotheca engages with, who may process personal data.

All sub-processors who bibliotheca engage with will be required to demonstrate robust compliance with GDPR and other protective security requirements. As your data processor, bibliotheca will inform you, the Controller, of any intended changes concerning the addition or replacement of other sub-processors.

| www.bibliotheca.com

Transfer of Personal Data

Internal Data flows within bibliotheca are closely monitored and access is granted according to the roles and responsibilities outlined in our Security processes.

• Where bibliotheca shares data with Third Parties, we ensure that our partners employ appropriate protective security measures and are themselves compliant with GDPR. • Where data is transferred within bibliotheca, the transfers occur over secured systems, with access rights granted according to a principle of minimum access. Physical data storage is minimised and full control is maintained and auditable. • bibliotheca has facilities to send and receive encrypted email where required. • bibliotheca limits the amount of personal data which is transferred outside of the European Economic Area (EEA). o Where a Customer is using the bibliotheca cloudLibrary™ product this is hosted in the United States. o Third Party hosted providers such as Azure have EU-US privacy shield certification. • Personal data will only be transferred to countries, outside of the EEA, whose data protection laws have been assessed as adequate by the European Commission, or where adequate safeguards, such as the EU-US Privacy Shield or EU Model Contract Standard clauses, are in place. • bibliotheca has obtained EU-US and CH-US Privacy Shield certification.

Training

All bibliotheca team members who handle EU Citizen personal data have undertaken GDPR training, in the form of eLearning. This activity was part of our GDPR preparations and co- ordinated by our project team. We have also held team briefings and involved all staff in specific pieces of GDPR work to ensure there is understanding, engagement and accountability.

Refresher training will be planned at an appropriate point in time, dependent on the individual's role and responsibilities. This will be led by the Data Protection Officer. Our team have been made aware that unlawful access to data and/or disclosure of personal data is prohibited through training, briefings and discussions. We will be amending contracts of employment and consulting with our team about this amendment, to further embed this legislation into our organisation’s culture. All of our team, including the Global Executive Team, Senior Management, the security and IT team, our Helpdesk and all other staff have been involved in GDPR awareness sessions. The GDPR preparation project has been sponsored by a member of the Global Executive Team.

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