RFID Procurement ..and a few other things Mark Hughes Head of Collections Swansea University
Agenda slide 1.0 The initial questions 2.0 Knowing what you want - the specification 3.0 Options, options everywhere 4.0 T...
1.0 The initial questions - WHY? <ul><ul><ul><li>..because it's 'cool'? </li></ul></ul></ul>http://www.zazzle.com/being_co...
1.0 The initial questions - WHY? <ul><ul><ul><li>..because everyone else has it? </li></ul></ul></ul>http://junya17.wordpr...
http://www.lboro.ac.uk/library/images/news/VC.jpg 1.0 The initial questions - WHY? <ul><ul><ul><li>Self Service? </li></ul...
1.0 The initial questions - WHY? Stock Management? http://www.attractionmindmap.com/photos/akashic_records_library.jpg
1.0 The initial questions – HOW do I start? <ul><li>Think wider focus: </li></ul><ul><ul><ul><li>Staff (!!) ‏ </li></ul></...
1.0 The initial questions – HOW do I start? <ul><li>Talk to other libraries that have gone before </li></ul><ul><li>Find t...
2.0 Knowing what you want – the specification <ul><li>Comprehensive (as possible) ‏ </li></ul><ul><li>Clear </li></ul><ul>...
2.0 Knowing what you want – the specification <ul><li>If you don't know where to start... </li></ul><ul><li>Here's one pre...
3.0 Options, options everywhere <ul><li>Depending on the budget.. </li></ul><ul><li>'Preferred Supplier' </li></ul><ul><li...
3.0 Options, options everywhere - Tenders <ul><li>Competitive </li></ul><ul><ul><ul><li>PQQ </li></ul></ul></ul><ul><ul><u...
3.0 Options, options everywhere - Tenders <ul><li>Open </li></ul><ul><ul><ul><li>PQQ maybe </li></ul></ul></ul><ul><ul><ul...
4.0 The procurement process <ul><li>Evaluating your suppliers </li></ul><ul><ul><ul><li>PQQ can be a shortened version of ...
4.0 The procurement process - Evaluation <ul><li>Tips </li></ul><ul><ul><ul><li>Equal </li></ul></ul></ul><ul><ul><ul><li>...
5.0 Choosing a supplier <ul><li>Tips </li></ul><ul><ul><ul><li>References & Site Visits </li></ul></ul></ul><ul><ul><ul><l...
6.0 Implementation <ul><li>Final steps </li></ul><ul><ul><ul><li>Disruptive </li></ul></ul></ul><ul><ul><ul><li>Plan with ...
7.0 What happens next <ul><li>For you </li></ul><ul><ul><ul><li>It doesn't stop here... </li></ul></ul></ul><ul><ul><ul><l...
7.0 What happens next <ul><li>For RFID in General </li></ul><ul><ul><ul><li>'Smart Shelving' </li></ul></ul></ul><ul><ul><...
Useful Reading <ul><li>LIB RFID UK mailing list </li></ul><ul><li>https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=LIB-RFID-...
Thank You & Questions Mark Hughes [email_address]   http://twitter.com/Mark_H_Swansea http://www.slideshare.net/Mark_H_Swa...
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South East Wales Partnership Presentation

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Presentation given to the South Est Wales Partnership on Tuesday 6th October 2009

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Transcript of "South East Wales Partnership Presentation"

  1. 1. RFID Procurement ..and a few other things Mark Hughes Head of Collections Swansea University
  2. 2. Agenda slide 1.0 The initial questions 2.0 Knowing what you want - the specification 3.0 Options, options everywhere 4.0 The procurement process 5.0 Choosing a supplier 6.0 Implementation 7.0 What happens next?
  3. 3. 1.0 The initial questions - WHY? <ul><ul><ul><li>..because it's 'cool'? </li></ul></ul></ul>http://www.zazzle.com/being_cool_is_not_trying_to_be_cool_button-145252130673154207 http://z.about.com/d/politicalhumor/1/0/x/M/iraq_checklist.jpg
  4. 4. 1.0 The initial questions - WHY? <ul><ul><ul><li>..because everyone else has it? </li></ul></ul></ul>http://junya17.wordpress.com/2009/03/
  5. 5. http://www.lboro.ac.uk/library/images/news/VC.jpg 1.0 The initial questions - WHY? <ul><ul><ul><li>Self Service? </li></ul></ul></ul>
  6. 6. 1.0 The initial questions - WHY? Stock Management? http://www.attractionmindmap.com/photos/akashic_records_library.jpg
  7. 7. 1.0 The initial questions – HOW do I start? <ul><li>Think wider focus: </li></ul><ul><ul><ul><li>Staff (!!) ‏ </li></ul></ul></ul><ul><ul><ul><li>Customers </li></ul></ul></ul><ul><ul><ul><li>Library layout </li></ul></ul></ul><ul><ul><ul><li>Who'll do the tagging? </li></ul></ul></ul><ul><ul><ul><li>How long will that take? </li></ul></ul></ul><ul><ul><ul><li>..and cost? </li></ul></ul></ul><ul><ul><ul><li>Long term strategy </li></ul></ul></ul>http://smallandbig.blogspot.com/2007/08/my-cartoon-collection-17.html
  8. 8. 1.0 The initial questions – HOW do I start? <ul><li>Talk to other libraries that have gone before </li></ul><ul><li>Find the relevant email lists / blogs </li></ul><ul><li>Go to relevant events e.g. RFID in Libraries COnference </li></ul><ul><li>TALK to everyone you can </li></ul><ul><li>..including the suppliers! </li></ul><ul><li>Identify your budget </li></ul><ul><li>..consider a Consultant </li></ul>http://blog.patientslikeme.com/tag/electronic-health-records / http://3.bp.blogspot.com/_cy8UuSySuB8/SggrebBjWtI/AAAAAAAAABk/OJKMJy0Gn_c/s1600-h/copywriting_and_speaking_advice.jpg
  9. 9. 2.0 Knowing what you want – the specification <ul><li>Comprehensive (as possible) ‏ </li></ul><ul><li>Clear </li></ul><ul><li>Functions as well as Items </li></ul><ul><li>Focus on function NOT process </li></ul><ul><li>Standards (ISO 28560!) ‏ </li></ul><ul><li>..the most critical part of the process.. </li></ul>http://www.donationcoder.com/Reviews/Archive/WordProcs/Screenshots/06-word07-spec.jpg
  10. 10. 2.0 Knowing what you want – the specification <ul><li>If you don't know where to start... </li></ul><ul><li>Here's one prepared earlier.. </li></ul><ul><li>And you can have it for FREE </li></ul><ul><li>..honestly! </li></ul>http://groups.google.com/group/ORILS
  11. 11. 3.0 Options, options everywhere <ul><li>Depending on the budget.. </li></ul><ul><li>'Preferred Supplier' </li></ul><ul><li>'3 Quotes' </li></ul><ul><li>European Tender </li></ul><ul><ul><ul><li>Open </li></ul></ul></ul><ul><ul><ul><li>Competitive </li></ul></ul></ul><ul><li>Talk to your procurement department </li></ul>
  12. 12. 3.0 Options, options everywhere - Tenders <ul><li>Competitive </li></ul><ul><ul><ul><li>PQQ </li></ul></ul></ul><ul><ul><ul><li>'Shortlist' </li></ul></ul></ul><ul><ul><ul><li>Initial Tender & replies </li></ul></ul></ul><ul><ul><ul><li>..then supplier discussions </li></ul></ul></ul><ul><ul><ul><li>Final Invitation to Tender </li></ul></ul></ul><ul><ul><ul><li>..evaluate & pick a winner </li></ul></ul></ul><ul><ul><ul><li>BUT complex, long, some Procurement Depts not keen </li></ul></ul></ul>http://www.cartoonstock.com/directory/c/competitive_tendering_process.asp
  13. 13. 3.0 Options, options everywhere - Tenders <ul><li>Open </li></ul><ul><ul><ul><li>PQQ maybe </li></ul></ul></ul><ul><ul><ul><li>'Shortlist' </li></ul></ul></ul><ul><ul><ul><li>Possible 'Supplier pre-tender briefing' </li></ul></ul></ul><ul><ul><ul><li>Invitation to Tender </li></ul></ul></ul><ul><ul><ul><li>Final Tender replies </li></ul></ul></ul><ul><ul><ul><li>..evaluate & pick a winner </li></ul></ul></ul><ul><ul><ul><li>..the standard option </li></ul></ul></ul>http://www.buckscc.gov.uk/assets/content/bcc/images/procurement/tendering_process--JPG%20%28200x0%29.jpg
  14. 14. 4.0 The procurement process <ul><li>Evaluating your suppliers </li></ul><ul><ul><ul><li>PQQ can be a shortened version of the full Specification </li></ul></ul></ul><ul><ul><ul><li>Supplier demonstrations are a MUST. </li></ul></ul></ul><ul><ul><ul><li>Involve ALL levels of staff where possible </li></ul></ul></ul><ul><ul><ul><li>Ask awkward questions </li></ul></ul></ul><ul><ul><ul><li>Pose written clarifications </li></ul></ul></ul><ul><ul><ul><li>..get written answers </li></ul></ul></ul>http://www.cartoonstock.com/directory/b/business_negotiation.asp
  15. 15. 4.0 The procurement process - Evaluation <ul><li>Tips </li></ul><ul><ul><ul><li>Equal </li></ul></ul></ul><ul><ul><ul><li>Fair & Transparent </li></ul></ul></ul><ul><ul><ul><li>Be prepared to give feedback </li></ul></ul></ul><ul><ul><ul><li>ORILS has example matrices </li></ul></ul></ul><ul><ul><ul><li>Look at overall project & lifetime cost </li></ul></ul></ul>http://www.cartoonstock.com/cartoonview.asp?search=site&catref=forn703&MA_Category=&ANDkeyword=scoring&ORkeyword=&TITLEkeyword=&NEGATIVEkeyword=
  16. 16. 5.0 Choosing a supplier <ul><li>Tips </li></ul><ul><ul><ul><li>References & Site Visits </li></ul></ul></ul><ul><ul><ul><li>Long term 'partnership' </li></ul></ul></ul><ul><ul><ul><li>Future development </li></ul></ul></ul><ul><ul><ul><li>Longevity (equipment & company) ‏ </li></ul></ul></ul><ul><ul><ul><li>Standards compliance (again!) ‏ </li></ul></ul></ul><ul><ul><ul><li>Cheap is not always good, most expensive not always best </li></ul></ul></ul>
  17. 17. 6.0 Implementation <ul><li>Final steps </li></ul><ul><ul><ul><li>Disruptive </li></ul></ul></ul><ul><ul><ul><li>Plan with the supplier </li></ul></ul></ul><ul><ul><ul><li>Test, test, test </li></ul></ul></ul><ul><ul><ul><li>Security Gates = final install </li></ul></ul></ul><ul><ul><ul><li>Prepare your staff </li></ul></ul></ul><ul><ul><ul><li>..and your customers – SIGNAGE, support </li></ul></ul></ul><ul><ul><ul><li>Don't be afraid to tinker </li></ul></ul></ul>http://www.sussex.ac.uk/library/refurbishment/plans.php
  18. 18. 7.0 What happens next <ul><li>For you </li></ul><ul><ul><ul><li>It doesn't stop here... </li></ul></ul></ul><ul><ul><ul><li>'Educating' users </li></ul></ul></ul><ul><ul><ul><li>Supporting staff </li></ul></ul></ul><ul><ul><ul><li>Snagging list / 'Tinkering' </li></ul></ul></ul><ul><ul><ul><li>Probably stock management </li></ul></ul></ul><ul><ul><ul><li>Future Development </li></ul></ul></ul>http://graphics8.nytimes.com/images/blogs/maplewood/posts/cartoon14-480.jpg
  19. 19. 7.0 What happens next <ul><li>For RFID in General </li></ul><ul><ul><ul><li>'Smart Shelving' </li></ul></ul></ul><ul><ul><ul><li>Improved stock management </li></ul></ul></ul><ul><ul><ul><li>Innovative user interaction </li></ul></ul></ul><ul><ul><ul><li>Interoperability </li></ul></ul></ul><ul><ul><ul><li>Greater LMS integration </li></ul></ul></ul><ul><ul><ul><li>Falling costs </li></ul></ul></ul><ul><ul><ul><li>Shrinking supplier market </li></ul></ul></ul><ul><ul><ul><li>Acceptance as core library provision </li></ul></ul></ul>
  20. 20. Useful Reading <ul><li>LIB RFID UK mailing list </li></ul><ul><li>https://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=LIB-RFID-UK </li></ul><ul><ul><li>BIC / CILIP e4libraries </li></ul></ul><ul><ul><ul><li>http://www.bic.org.uk/e4libraries/11/RFID-/ </li></ul></ul></ul><ul><ul><li>Mick Fortune's Blog </li></ul></ul><ul><ul><ul><li>http://www.mickfortune.com/Wordpress/ </li></ul></ul></ul><ul><ul><li>ORILS website </li></ul></ul><ul><li>http://groups.google.com/group/ORILS </li></ul>
  21. 21. Thank You & Questions Mark Hughes [email_address] http://twitter.com/Mark_H_Swansea http://www.slideshare.net/Mark_H_Swansea
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