University of Hawaii at Manoa Library

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Desktop Network Services(DNS)

Policies and Procedures

GUIDELINES FOR PURCHASE OF LIBRARY MICROCOMPUTER-RELATED HARDWARE AND SOFTWARE

APPROVED EFFECTIVE JANUARY 13, 2003 (per 12/23/02 Admin Notes)

Technology information updated January 2015

Virtually all functions of the library rely upon microcomputer technology. In addition to the Hawaii Voyager server equipment, as of Fall 2014 the Library utilizes 48 servers, over 400 microcomputers, 138 printers, of which over 110 are networked, 136 barcode readers, 46 video security cameras, 36 scanners and 7 debit printing paystations. This document contains information about the procedures associated with selection and purchase of microcomputer-related hardware and software, an explanation of Desktop Network Services role and support responsibilities and a sample microcomputer-related purchase request form that may be used by staff.

SELECTION AND PURCHASE

The Library endeavors, insofar as finances permit, to support staff requests for purchase of software or hardware which enhance library services and operations, staff productivity, research or projects. Determination of source(s) and amount of funding (other than grant-funded projects) for purchase of microcomputer-related equipment is the domain of Library Administration (i.e. University Librarian in conjunction with the Fiscal Officer and the Administrative group). Each fiscal year (FY) the Fiscal Officer designates an approximate amount to the Desktop Network Services (DNS) fund number to be used for all non-grant-funded microcomputer and network-related purchases.

Requests for purchase may be generated either at the department level (e.g. through a solicitation of lists of "departmental needs" by a Division Head) or by an individual staff member transmitting a request to their department head. Requests may support either departmental or shared computing needs or individual library-related research or projects. Requests for items which are compatible with existing Library hardware and software are strongly encouraged. Evaluation of the merits of a request is made by the Division Head after consultation (if needed) with the requestor, technical experts in DNS, and the Fiscal Officer. Requests are approved by DNS (category 1 below) or the Division Heads (category 2). Final approval for acquisition of microcomputer hardware and/or software purchased with Library funds is made by the Fiscal Officer based on availability of funds (purchase orders are officially signed by the University Librarian). If the request is approved at all the appropriate levels (Department, Division, Fiscal), DNS will obtain official price quotes and create and send purchase request memos to the Fiscal Department utilizing information from the requestor(s) and vendor(s) following UH and State purchasing procedures. See Fiscal Procedure For Quotes/Bids and Decision Making Flow For Staff Microcomputer Requests below.

Each department may designate a liaison to coordinate the microcomputer-related priorities and requests of the unit. If a microcomputer liaison is not identified, DNS will work with the Department Head and/or other departmental staff on a case-by-case basis. Requestors should consult with DNS micro@hawaii.edu on technical issues, compatibility, support requirements and possible alternatives before preparing purchase request proposals. Requests may be initiated using the purchase request form (see attached) or a memo.

Please submit forms, memo content and requests for consultation via the Web Help Desk: Hamilton staff Login to: Web Help Desk; Sinclair and OFF CAMPUS use: Web Help Desk

As much supporting information as possible (product name, version, platform [Windows or Mac], company, address, phone number, URL) and the purpose, intended use and a brief justification of the requested items should be supplied. If the item requested is a component or peripheral, information about the computer in which the hardware is to be incorporated or to which the peripheral is to be connected, should also be supplied. If the item requested is software, information about the computer on which it is to be installed (including whether a previous version already exists) should be included in the request. Requestors should contact DNS for assistance or if they have a particular goal or project for which they wish DNS to perform research or investigate suitable hardware and/or software options. An account number should be provided if the request is to be funded by a grant or other special funding.

Requests for purchases routed to the Fiscal Office must follow the approved State and University procedures. There are 4 categories of purchase requests based upon total purchase costs. Usually the product or service must be purchased from the lowest bidding vendor or an approved state price list. If there is no local (i.e. Hawaii-based) vendor, a justification for not buying the product locally may be required.

DECISION MAKING FLOW FOR STAFF MICROCOMPUTER-RELATED REQUESTS

(1) Micros or peripheral hardware which cost less than $100-$250; Single copies of standard software* next step    
  (2) DeptHead/Micro Liaison/Staff contacts DNS for preliminary consultation OR Dept Head/Micro Liaison/Staff sends a Web Help Desk request to DNS next step  
    (3) DNS consults with requestor if needed, obtains or verifies price quotation next step
      (4) DNS submits P.O. request to Fiscal, purchase is made from funds allocated to DNS budget as assigned by Library Administration at the start of each fiscal year

NOTE: workflow below is often by-passed and staff or Dept Head send requests directly to DNS.  If budget is sufficient and support, compatibility and security are not an issue, the process follows steps listed above.  If there are serious unresolved issues, DNS will bring the appropriate Dept Head, Division Head, or AUL into the loop.

(1) Micros or peripheral hardware which costs more than $100-$250; Multiple copies of standard software*; Single copies of non-standard software; site licenses; networked or server-based applications; Unique, unusual, very expensive, potentially incompatible or insecure hardware or software next step  
  (2) Dept Head/Micro Liaison/Staff contacts DNS for preliminary consultation then Dept Head sends request to Division Head OR Dept Head sends request to Division Head next step
    (3) Division Head sends Web Help Desk request to DNS forwarding request to DNS with comments AND/OR recommendation OR Division Head seeks further information from requestor and/or Dept Head AND/OR Division Head seeks further information from DNS
    next step
  next step (4) DNS consults with requestor if needed, determines specifications and compatibility, obtains or verifies price quotation. DNS reports back to Division Head
next step (5) Division Head returns request to DNS with recommendation  
(6) DNS verifies price quotations if recommendation is positive and DNS submits P.O. request to Fiscal, purchase is made from funds allocated to DNS budget as assigned by Library Admin. at the start of each fiscal year.    
FISCAL PROCEDURE FOR QUOTES/BIDS
Dollar AmountNumber and Type of Quotations Solicited
0 - $2,499.99 No minimum number of quotations required. Library prefers at least 2 where possible; written/printed price information should be obtained from vendor submitting lowest verbal quotation
$2,500 - $14,999.99 3 or more verbal quotations (or be listed on approved UH/State Price Lists); written quotation should be obtained from vendor submitting lowest verbal quotation
$15,000 - $24,999.99 3 or more written quotations (or be listed on approved UH/State Price Lists). The Fiscal Office will submit the written request for quotes to vendors on an official University of Hawaii Request for Quotation form. The final request amount(s) will be determined based upon the quoted price(s). As a rule, the purchase must be made from the lowest bidder who can supply the item(s) which match or exceed the specifications listed on the Request for Quotation.
$25,000 or more Formally advertised procurement (Invitation for Bids, Request for Proposals), or Sole Source purchase. The Fiscal Office prepares the official paperwork based upon data supplied by DNS after consultation with the requestor, if appropriate.

DESKTOP NETWORK SERVICES ROLE AND SUPPORT RESPONSIBILITIES

The Library Information Technology Division was created in 1995, and the Desktop Network Services (DNS) unit officially established in January 1996. The department was formed by reassigning two APT electronic technician positions from the Systems Department and a librarian from the Public Services Division. The new unit was created to focus on supporting networking and desktop computing needs of library users and staff. The department performs its work within the framework of the mission and strategic goals of the Library Information Technology Division (http://libweb.hawaii.edu/uhmlib/staffonly/lit_goals2001.html). DNS is responsible for

  1. maintenance of all microcomputer-based equipment related to library-wide services or initiatives (for example, public web and electronic database access, circulation,cataloging, and other technical services workstations, network printer servers, debit printing systems, library web and proxy servers),
  2. maintenance of network and datacomm equipment and services for Hamilton Library** and
  3. providing basic support for standard microcomputer (client) software on staff and public equipment (see software list on page 2).

DNS performs the first diagnostic pass on malfunctioning public and departmental microcomputer equipment after receiving requests for assistance of problem reports via email or phone call. After diagnosis, DNS recommends a possible course of action, and when necessary arranges for warranty service, repair or replacement. Repairs or replacements which incur additional costs are coordinated with the Fiscal Office.

DNS performs consultation, purchase and installation of software. First level troubleshooting of software problems may be performed by DNS, or the department, as appropriate. DNS stores master copies of software, purchase documentation including warranty/upgrade information and tracks license compliance. DNS provides very basic instruction in use of standard programs such as internet browsers, MS Word, Excel and Powerpoint.

Major functions performed by DNS:


* Standard software supported by DNS:

DNS has regularly purchased and/or installed:

Note: installation or purchase does not guarantee anything other than installation support from DNS.

** Sinclair works directly with ITS and UH Telecomm to add, change, delete datajack and phone lines. DNS consults with ITS and Sinclair as appropriate to support staff and public PCs, networked staff printers and Goprint paystations.

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