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ISSUE DATE: NOVEMBER 13 , 2006 CLOSING DATE: DECEMBER 15 , 2006
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TABLE OF CONTENTS
SECTION 1: PURPOSE AND CONTENT ...................................................................1 SECTION 2: INSTRUCTIONS TO VENDORS ..............................................................1 SECTION 3: EVALUATION AND AWARD ...................................................................3 SECTION 4: OVERVIEW - MCMASTER UNIVERSITY ...................................................4 SECTION 5: VENDOR PRODUCT INFORMATION..........................................................5 SECTION 6: FEATURE AVAILABILITY .................................................................... ...6

© 2006 LTRC, MCMASTER UNIVERSITY

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SECTION 1: PURPOSE AND CONTENT
The Learning Technologies Resource Centre (LTRC) of McMaster University invites qualified vendors to submit information for Learning Management Systems. The information submitted will empower the LTRC to fulfill their mandate to provide the best possible Learning Management System to meet the needs of the University’s academic community. The intent of this RFI is firstly to acquire as much information about various Learning Management Systems as possible. Consequently, the evaluation of submitted information will allow the LTRC to pre-qualify and compare different systems with the eventual goal of adopting one system no later than September of 2007 for a term of approximately three to five years.

SECTION 2: INSTRUCTIONS TO VENDORS
This Request for Information has been generated by: Learning Technologies Resource Centre McMaster University 1280 Main Street West TL B101 Hamilton ON L8S 4P5

2.1

Request for Information submissions will be accepted up to 12:00 p.m. ET on December 15th, 2006 at the office of Learning Technologies Resource Centre McMaster University 1280 Main Street West TL B101 Hamilton ON L8S 4P5 Email by attachment (see section 2.2): ltrc@mcmaster.ca Submissions received after the above closing time and date will not be considered for evaluation and will be returned to the vendor.

2.2

A vendor may submit more than one Request for Information for more than one product. A hard copy must be submitted in a sealed package bearing the name and address of the vendor and the following clearly marked on the outside: LMS RFI McMaster University - LTRC Email submissions must be sent to ltrc@mcmaster.ca only if a hardcopy will follow. No oral, telephone or fax submissions nor adjustment to the Request for Information submitted will be considered.

2.3

Information must be completed in accordance with the requirements of the Request for Information document and no changes to submitted documents will be accepted after the closing date and time.

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2.4

Technical questions regarding this Request for Information may be submitted in writing (fax, mail, in person or email only) to: LTRC, ltrc@mcmaster.ca (fax: 905-526-0998) up to 4:00 pm ET, December 1st, 2006

2.5

In the event the vendor decides not to submit a Request for Information, the vendor is requested to advise the LTRC: ltrc@mcmaster.ca.

2.6

General questions and communications regarding this Request for Information shall be directed in writing to: Learning Technologies Resource Centre McMaster University 1280 Main Street West TL B101 Hamilton ON L8S 4P5 Phone: (905) 525-9140 ext. 22480 Fax: (905) 526-0998 Email: ltrc@mcmaster.ca No other representative of McMaster University may be contacted regarding this Request for Information. McMaster University accepts no responsibility for, and the vendor agrees not to rely upon, any verbal or written statements or representations from any persons, whether or not employed by McMaster University.

2.7

McMaster University's name, logo, crest, etc., shall not be used without the prior written consent of the University.

2.8

McMaster University assumes no responsibility or liability for the adequacy, accuracy or completeness of any information provided in this Request for Information.

2.9

To the extent allowed by law, McMaster University shall not divulge the content of a submitted Request for Information to the vendor’s competitors and other organizations that are not considered McMaster University departments, centres or institutions without the written consent of the vendor.

2.10If any changes are made to this original document by the vendor without consulting the LTRC, the vendor will be
automatically disqualified from the process.

2.11The vendor will not distribute this Request for Information to any organizations including the vendor’s current,
past, and potential clients. The vendor will not make public or use for marketing purposes this Request for Information document or McMaster University’s call for information.

© 2006 LTRC, MCMASTER UNIVERSITY

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SECTION 3: EVALUATION AND AWARD
3.1
After the evaluation process has been completed, the LTRC of McMaster University intends to award a contract to the vendor whose LMS best meets the needs of McMaster’s academic community. However, McMaster University is under no obligation to award any contract in whole or in part and the University reserves the right in its sole discretion to cancel this Request for Information process at any time before or after closing without providing reasons for such cancellation.

3.2

Selection Process
A project team has been established to oversee this project, produce and release this Request for Information and evaluate vendor responses. It is highly recommended that all information submitted be as complete and accurate as possible. While the total cost of the LMS is an important element in the eventual awarding of an LMS contract, it is not the only factor to be considered. All submissions will be evaluated according to the checkpoints and features presented in Sections 5 and 6 of this document. A request for proposals will be sent to selected vendors following a review of submitted information.

3.3

In order to obtain the most advantageous offer for McMaster University, the University reserves the right in its sole discretion: a) to request clarification and / or further information from one or more vendors after closing without becoming obligated to offer the same opportunity to all vendors; and b) to enter into negotiations with one or more vendors without being obligated to negotiate with, or, offer the same opportunity to all vendors.

3.4

Vendors are advised to submit a complete Request for Information. Any waiver, clarification or negotiation will not be considered as an opportunity for vendors to correct errors in their submissions.

3.5

McMaster University shall not be responsible for any expenses or charges incurred by a vendor in preparing the Request for Information submission, nor in providing any additional information considered necessary by McMaster for the evaluation of information.

3.6

McMaster University reserves the right in its sole discretion to amend this Request for Information at any time prior to the closing date and vendors are urged to ensure they have received all addenda (if any) prior to submitting the Request for Information. Should McMaster University issue any changes to this Request for Information, McMaster University will endeavour to notify all vendors to whom the Request for Information has been issued.

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SECTION 4: OVERVIEW - MCMASTER UNIVERSITY
McMaster is a full-service university whose purpose is the discovery, communication, and preservation of knowledge. In teaching, research, and scholarship, the University is committed to creativity, innovation, and excellence. Integrity, quality, and teamwork are valued in everything and the University’s goals are to inspire critical thinking, personal growth, and a passion for learning. McMaster’s vision is to achieve international distinction for creativity, innovation and excellence. With well-established strengths in health care, engineering, business, social sciences, science, and humanities research and education, the University offers both students and professors exciting and unique opportunities for research, education, and collaboration. With a long-standing reputation as Canada's "most innovative" university, McMaster has pioneered a number of programs that have changed how professors teach and students learn. Pioneered at McMaster, problem-based-learning has now spread across North America as a preferred method of instructing undergraduate students. Through its continued dedication to innovative education and ground-breaking research, the University has earned its reputation as one of the leading post-secondary institutions in Canada. McMaster continues in its commitment to be Canada's most student-centred research university.

© 2006 LTRC, MCMASTER UNIVERSITY

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SECTION 5: VENDOR PRODUCT INFORMATION
This document uses pre-defined form fields. Enter information in the shaded fields of the form. You can copy and paste information into the shaded fields. Note: you are not limited to the field size visible. The field size will increase to accommodate your entry. To move from field to field, use your mouse, the arrow keys or press Tab. Use your mouse or the spacebar to mark and unmark the checkboxes. If you have any technical problems filling out this form, please contact ltrc@mcmaster.ca

5.1 Vendor Product and Contact Information
A vendor may submit more than one Request for Information for more than one product. Please refer to Section 2.2 for the format of the final submission.

Product Name: Version: Company Name: Contact Name: Street Address: City, State/Prov.: Postal Code/ZIP Code: Contact – Phone: Contact – Email: Contact – URL:

General Questions Does the vendor support a community of institutions similar in focus and student population to McMaster University? Does the vendor support strategic and tactical migration plans? Is the proposed vendor currently known to support more than 5 other reputable institutions?

YES

NO

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SECTION 6: FEATURE AVAILABILITY
6.1 Terms
Course:

The term “course” is used in Sections 6.2 and 6.3 to refer to any designated and defined space in the system. In most cases, this will reflect a University-offered course. In some cases, this will reflect an organized space around a theme or a specific group of people not associated with a University-offered course. The term “instructor” is used to refer to the “owner” of the defined space (course) or a user designated by the owner to have the permissions/ability to modify the space.

Instructor :

6.2 Course Management Features
Please indicate below whether or not each of the features/attributes is available. Features that are not listed but exist within your product should be included in the 'Additional Comments' area of each section. If you require more space, please attach an appendix to the end of this document clearly labeling the sections that are being expanded on. Section 6.3, Technical/Administrative Features, follows.

6.2.1 Content Development and Management
6.2.1a Design

Feature Create entire course site without knowledge of HTML Edit HTML files online Multiple file uploads and/or drag-and-drop capabilities Customize look of entire course site (colour, font, layout) Cascading Style Sheet support JavaScript compatibility Support of multimedia integration (text, audio, video) Support different languages Availability of templates containing design specifications for the course (colour, font, layout) Ability to customize the course away from the Institution’s default look or available styles (colour, font, layout) Create and use templates for content Instructor can allow/disallow individuals or specific groups to modify the design of all or parts of the course Additional Comments:

YES

NO

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6.2.1b General Course Management

Feature Instructor can back up and download a copy of the course Instructor can upload and restore a backup of their course space Ability to import and/or replace sections of courses or pages Sharing/Reusability: ability to share sections of the course with other online courses on the system Sharing/Reusability: ability to share files with other online courses on the system Ability to export content and navigational structure from the LMS to a standalone application (e.g. XHTML, Flash modules, etc.) Ability to export content and navigational structure from the proposed LMS to another LMS Ability to import content and navigational structure from another LMS into the proposed LMS Allow multiple accounts to fully manage a single course space while maintaining individual account identities Ability to customize specific course sections for individual students or groups of students Ability to make specific sections of the course space accessible to the public without authentication Set up FAQs for users within the course Set up FAQs for users across multiple courses Easy creation of URL links Ability to drag and drop external links into a course Ability for instructors to access content/link repository across multiple courses Ability to link to/from different sections or modules of course material Content index built automatically Search capabilities for instructors and other users in the course Flexible Permissions: ability to show or not show sections of course material based on individual identification, group membership, user-defined criteria, completion of an activity (e.g. submission of assignments), performance on an activity (e.g. achieving 70% on a quiz) and/or date/time Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs, students) the ability to modify all or parts of the course Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs, students) the ability to manage the course as above Additional Comments:

YES

NO

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6.2.1c Application Integration

Feature Integrated WYSIWYG HTML editor Integration of an equation editor. If yes, please specify import/export formats: MathML Other: Integrated link validation tool Integrated 'Spellchecker' Integrated context sensitive online help for all users Integration of reference generator tools (e.g. Endnote) Integrated slide presentation application Integrated accessibility checking tools to ensure that all aspects of course site are accessible to people with disabilities Additional Comments:

YES

NO

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6.2.2 Synchronous Communication
Feature YES Ability for all users to see who else is concurrently using the system Live text-based chat (Instant Messaging) Live audio communication Live video communication Participants can save text-based chat sessions with date/participant details Participants can save live audio communications with date/participant details Participants can save live video presentations with date/participant details Create and send dynamic URLs in text-based chat messages Format the text (colour, size, etc.) in text-based chat messages Upload files during live text-based chat session Ability for the instructor to create chat rooms (titled by topic) accessible only to specific individuals or groups (private chat rooms) within the course Ability for the instructor to create chat rooms (titled by topic) accessible to all users registered in the course (public chat rooms within a course) Ability for the instructor to create chat rooms (titled by topic) accessible to all users in the proposed LMS (public chat rooms for the entire LMS) Ability for the instructor to make chat rooms in a given course space accessible to users who are members of a different course space Chats in public chat rooms are automatically transcribed and accessible to instructors Create moderated chat rooms Ability to send private messages to specific individuals during a chat session Ability to block a user from sending live messages during a chat session Ability to deny access to a specific user or groups of users to specific chat sessions Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs, students) the ability to create and manage chat groups and sessions as above Ability for individuals in a private or public chat room to invite (call) other users into their chat session Ability for individuals to initiate a chat session with other users (outside of a designated chat room) Ability for users who are members of a given course space to initiate a chat session with other users who are members of a different course space A whiteboard for sharing text and visual (images) information in real time A whiteboard that is integrated into the chat environment Whiteboard screen enlargement capabilities Save whiteboard contents Print whiteboard contents Additional Comments: NO

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6.2.3 Asynchronous Communication
6.2.3a General Features for Private Communication and Threaded Discussions

Feature Add attachments to messages Embed images and other media into messages Include formulae (equation editor) and special characters in messages Format the text (colour, size, etc.) in messages Embed URLs to locations outside the course environment into messages (e.g. a link to a library resource) Embed URLs to locations within the course (e.g. link to an assignment) Obtain history of who read what message and when Automatic marking of read/unread messages Additional Comments:

YES

NO

6.2.3b Private Communication

Feature Access to a system-wide directory of users Private address book functionality Import/Export contact information to vCard format Exchange email with users who are members of a defined course space Ability for a user who is a member of one defined course space to exchange email with another user who is a member of a different course space (i.e. not in his/her defined course space) Send and receive email external to the proposed LMS system Create folders and sub-folders to manage messages Search messages Create/receive mail through rules/filters Attach a signature to a message Redirect messages Create email alias(es) Additional Comments:

YES

NO

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6.2.3c Threaded Discussions

Feature YES Create threaded discussion forums accessible to the entire user community Create threaded discussion forums accessible to the class Create threaded discussion forums accessible to specific groups of people Create nested discussion forums Link to/from discussion forums from within course materials (e.g. link from assignment description to an assignment-specific discussion forum) Link between discussion forums Search, sort and manage messages in discussion forums Create moderated discussion groups Create discussion forums that allow anonymous postings Compile a selection of messages for printing, saving, archiving Ability to restrict attachments in specific discussion forums Ability to restrict/limit file size of attachments in specific discussion forums Ability to rate discussion postings Ability for users to create their own identities (e.g. create and upload an avatar) Grading feature tied into the gradebook/classlist Hide private discussion forums from those who are not members Flexible access permissions: ability to restrict or allow access to discussion forums based on individual identification, group membership, user-defined criteria, completion of an activity (e.g. submission of assignments), performance on an activity (e.g. achieving 70% on a quiz) and/or date/time Flexible privilege permissions: ability to allow different individuals or groups different abilities within specific discussion forums: e.g. for a specific forum: allow one group to view, read, post, reply; allow another group to only view and read Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs, students) the ability to create and/or manage discussion forums as above Additional Comments:

NO

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6.2.3d Announcements

Feature System-wide news/announcements/bulletin board functionality Course-wide news/announcements (e.g. student’s entry page to the system and/or to each course) Create and use templates containing design specifications for announcements (colour, font, layout) Set expiry settings for announcements Archive announcements Make RSS feeds of announcements available external to the LMS Flexible permissions: ability to show or not show announcements based on individual identification, group membership, user-defined criteria, completion of an activity (e.g. submission of assignments), performance on an activity (e.g. achieving 70% on a quiz) and/or date/time Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs, students) the ability to create and/or manage announcements as above Additional Comments:

YES

NO

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6.2.4 User Management
6.2.4a Class Lists

Feature YES Class list feature to manage student enrolment in a given LMS course space Ability for the instructor of a course space to add users to the class list Ability for the instructor of a course space to provide access to specific users to their course Ability for the instructor of a course space to permanently remove access of specific users from their course Ability for the instructor of a course space to temporarily remove access of specific users from their course Ability for instructors to retain/restore activity data for users that have been removed from their course (e.g. retain/restore grades, discussion submissions, assessments) Ability add customized student information to class list Class lists have easy search and sorting features Ability to export the class list to a reasonable data format (CSV, TXT, XLS, etc.) Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs) the ability to manipulate class list data and/or add/remove users to the course space Additional Comments:

NO

6.2.4b User Groups

Feature Ability to create groups Ability to create subgroups Tutorial/group self-enrolment system Create groups that consist of individuals across course spaces Instructor can selectively assign specific users or groups the ability to manage groups as above Additional Comments:

YES

NO

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6.2.4c Gradebook

Feature Class gradebook functionality Ability to import data (e.g. CSV, TXT, XLS) into the gradebook Ability to export the gradebook to a reasonable data format (CSV, TXT, XLS, etc.) Ability to selectively export the gradebook content directly to the Registrar’s or Student Information System Ability to assign grades to groups of users as defined in 6.2.4b Please specify the types of grading options available: Numerical Text Letter Grade Calculated (e.g. calculation of multiple grades using a formula function) Other: Administrator can set defaults for Letter Grades (if applicable) Store grades from an assessment not generated within the system (e.g. paper hand-in) Automatic statistics generation for numerical entries Report generation capability for non-numerical entries Selectively display grades to students Time release grades to students Release class statistics to students Instructor can selectively assign specific users or groups (e.g. Instructional Assistants, TAs) the ability to manage the gradebook as above Additional Comments:

YES

NO

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6.2.4d Reports

Feature YES History of login to the LMS History of login to the course History of activities performed by users Ability to view breakdown of time spent on page/topic/section/activity for each student Reports include numerical data Reports include graphical data Easy export (to Excel, SPSS, text files, etc.) Instructor can selectively assign specific users or groups the ability to view user history and view/export reports as above Additional Comments:

NO

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6.2.5 Assignment Submission
Feature Secure online assignment submission or dropbox Functionality to provide assignment overview and details Provide links to other course areas from the assignment overview/details Upload assignment-specific files for the entire class list Upload assignment-specific files visible only to specific users/groups Assign different assignments randomly to different users/groups Set assignment due dates Flexibility to accept late submissions Functionality for auto-response to student to acknowledge submission Ability to accept multiple submissions over time for a single assignment Ability to check assignments with plagiarism detection tools Grading of individual assignments tied to a course gradebook or class list Grading of group assignments reflected in course gradebook or class list Bulk export of student submissions Provision for individual assignment feedback Ability to upload individual assignment solutions to individual students For group assignments: group/peer feedback feature For group assignments: activity log feature Flexible permissions: ability to restrict or allow access to submit assignments based on individual identification, group membership, user-defined criteria, completion of an activity (e.g. submission of assignments), performance on an activity (e.g. achieving 70% on a quiz) and/or date/time Instructor can selectively assign specific users or groups the ability to create assignments, download and grade student assignment submissions, and/or manage assignments as above Additional Comments: YES NO

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6.2.6 Quizzes/Surveys
6.2.6a Question Types

Feature Multiple choice (one or more answers) Matching (text and/or images) Drag and drop Ordering Calculated Diagram labeling Short answer (text entry) Likert Scale (automatic) True/False Yes/No Long (text) answer Fill in the blank Other: Additional Comments:

YES

NO

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6.2.6b Question/Answer Characteristics

Feature Create question templates Questions can be formatted in XHTML Questions can be formatted in plain text Student responses to questions can be formatted in XHTML Student responses to questions can be formatted in plain text Ability to include multimedia (graphics, audio, video) into questions Integration of an equation editor for questions, student answers, and feedback Create questions with multiple parts (e.g. Question 1, part a., part b.) Cascading questions: The answer submitted for one question is carried forward to the subsequent question (e.g. student’s answer for question 1 becomes a variable in question 2) Set acceptable range for grading numerical responses Calculation of significant digits (for calculation questions) Calculation questions: grade correct units Feedback responses for individual answers General feedback response for the question Feedback responses can be linked to sections of the course (e.g. link to specific discussion forums or link to specific content) Ability to add custom user-defined descriptions to questions (e.g. for evaluation and organization purposes) Additional Comments:

YES

NO

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6.2.6c Quiz/Survey Design

Feature Add custom headers and footers into quiz/survey Ability to add custom user-defined descriptions to quizzes/surveys (e.g. for evaluation and organization purposes) Create question sets for random selection of questions Create and analyze voting forms Create self and peer evaluations Randomize answers Randomize order of questions For any given question, the question displayed to the student is randomly picked from a question set of more than one question Force completion of selected questions before a quiz/survey can be submitted Flexibility for Repetition/Retest for entire quiz/survey Students can receive mark and feedback for one question within a quiz before being presented with the next question Ability to tie in performance logic to questions (e.g. if question 1 is answered incorrectly, give alternate question as next question; if question 1 is answered correctly, give question 2 as next question). Weighted answers for partial credit Set time restrictions Built-in timer for timed tests Security: lock down quizzes/surveys to a range of IP addresses Security: lock down quizzes/surveys by password Create anonymous surveys Manual marking of quizzes Automatic marking of quizzes Quiz scores tied to course gradebook or class list For multiple quiz attempts, flexibility for final quiz score calculation (e.g. average of all attempts, best score of all attempts, only the last attempt, etc.) Ability to change grading requirements and force remark of quizzes taken Ability to override automatic grading for specific individuals Flexible permissions: ability to restrict or allow access to quizzes/surveys based on individual identification, group membership, user-defined criteria, completion of an activity (e.g. submission of assignments), performance on an activity (e.g. achieving 70% on a quiz) and/or date/time Instructor can selectively assign specific users or groups the ability to create and/or manage quizzes/surveys as above Additional Comments:

YES

NO

6.2.6d Creation/Sources

Feature Share questions and quizzes within and between courses (or course creators) Questions can be organized into categories and sub-categories
© 2006 LTRC, MCMASTER UNIVERSITY

YES

NO

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Question bank utility Easy questions search Create questions by importing text files Download questions into a database/Excel file/text file/etc. Create question alternates from one question Compatible with third-party quiz creation tools (e.g. Respondus) Additional Comments:

6.2.6e Quiz/Survey Results

Feature Comprehensive quiz and survey reporting View which quizzes have been started by whom and which are in progress View whether surveys are in progress while maintaining anonymity Ability to select which user personal information defined in the (class list or gradebook) is displayed with the quiz/survey results (e.g. show the tutorial group membership with the quiz/survey results) Quiz analysis tools: e.g. item analysis Survey results can be selectively released to specific users/groups Numerical reports Graphical reports Download class reports and analysis Download individual reports and analysis Feedback Flexibility: selectively decide what results students can see and what (e.g. test results and details of test: correct answers, feedback, incorrect answers, quiz and question statistics, etc.) Instructor can selectively assign specific users or groups the ability to view reports Additional Comments:

YES

NO

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6.2.7 Personal and Collaboration Space
Feature YES Instructor can assign individual users or groups of users space within a course to work collaboratively on documents and files Instructor can assign individual users or groups of users space that spans multiple courses to work collaboratively on documents and files Users can post online resumes and personal websites within a course Users can post online resumes and personal websites independent of their membership in any course Blog/Journaling functionality Users can create blog/journal entries that are restricted to a course Users can create blog/journal entries that are restricted to the system Users can create blog/journal entries that to public on the Web Users can selectively assign who can view their blog/journal entries (by specific users/groups/course/multiple courses) Users can selectively assign co-authors to their blogs/journals (by specific users/groups/course/multiple courses) Blogs/Journals can integrate with calendar function Blog/Journal entries are date/time stamped Users can personalize/customize look of their blogs/journals Users can organize and archive blog/journal entries Users can allow comments on blog/journal entries Comments posted to a blog/journal can be screened/moderated for approval before appearing Users can incorporate links to other blogs/journals in the system Users can incorporate links to other blogs/journals external to the system Users can search blogs/journals for specific entries RSS feeds available for blogs/journals Grading feature tied into the gradebook/classlist Wiki functionality Grading feature tied into the gradebook/classlist Users can customize their login entry interface Students in a given course can customize their course interface (add/remove items, look & feel) Users can receive and organize RSS feeds For group collaboration: group/peer feedback feature For group collaboration: activity log feature Additional Comments: NO

6.2.8 Calendar/Scheduler
Feature Event calendar functionality within a course space
© 2006 LTRC, MCMASTER UNIVERSITY

YES

NO
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Event calendar functionality that spans multiple course spaces Scheduler functionality within a course space Scheduler functionality that spans multiple course spaces Add expiry dates to event entries Link to/from calendar/scheduler entries from within course materials (e.g. link from calendar entry to assignment description or an assignment specific discussion forum) Embed external URL links in calendar/scheduler entries Search calendar/scheduler entries Compile selected entries for print/download Synchronization with personal hand-held devices Flexible Permissions: Can show/not show calendar/scheduler entries based on individual identification, group membership, user-defined criteria, completion of an activity (e.g. submission of assignments), performance on an activity (e.g. achieving 70% on a quiz) and/or date/time Instructor can selectively assign specific users (or groups) the ability to add/modify calendar/scheduler entries Users have access to a personal event calendar within the proposed LMS Users have access to a personal scheduler within the proposed LMS Administrator has the ability to push calendar event entries to specific users/groups/courses Export to iCalendar format Export to vCalendar format Additional Comments:

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6.2.9 Library-Specific Functionality
Feature Does the proposed system support the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH)? Does the proposed system support OpenURL to support mediated linking from information resources to library services? Does the system support the open access model? How does the system clear/handle copyright? Please specify the metadata standards supported by the proposed system: YES NO

How does the proposed LMS interact with Library systems based on standards addressed by the Digital Library Initiatives? Please respond to the following reports: A. A Study of the Interoperation of Learning Management and Library Information Systems, (http://www.diglib.org/pubs/dlf100/) B. IMS Digital Repositories Specification (http://www.imsglobal.org/digitalrepositories/index.html) Fedora Architecture (http://fedora.info/)

C.

Additional Comments:

6.2.10 Accessibility Features
Feature Allow/disallow users to override normal page colors with a high-contrast scheme Provision of keystroke alternatives Integration with screen readers Do all system-generated web pages meet the W3C/WAI Priority 1 accessibility checkpoints? Additional Comments: YES NO

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6.3 Technical/Administrative Features
Please indicate below whether or not each of the features/attributes is available. Features that are not listed but exist within your product should be included in the 'Additional Comments' area of each section. If you require more space, please attach an appendix to the end of this document clearly labeling the sections for which are being expanded on.

6.3.1 Training and Support
Feature Does the proposed vendor offer a solution for the provision of 24/7 telephone support? If yes, please specify for which group such support is provided: Administrators Instructors Other users (e.g. students) Does the proposed vendor offer a solution for the provision of ticketed, 24/7 email support? If yes, please specify for which group such support is provided: Administrators Instructors Other users (e.g. students) Does the proposed vendor provide training for server systems management? If yes, please specify the type of training offered: Training at the client’s site Training at the vendor’s site Does the proposed vendor provide training for LMS administrators? If yes, please specify the type of training offered: Training at the client’s site Training at the vendor’s site On-line training Additional Comments: YES NO

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6.3.2 Server Instances
Feature Create different login screens with different branding/identity/feel Create different server instances with totally separate administrators and settings for each instance (e.g. one server instance for Undergraduate Education and one server instance for Graduate Education) For each server instance, allow separate sub-identities to have a different look and feel (e.g. A server instance for Undergraduate Education could have a different look for each of the Faculties at the University) For each server instance, allow separate sub-identities to have different settings (e.g. A server instance for Undergraduate Education could have different user/group/course settings for each of the Faculties at the University) For each server instance, allow separate sub-identities to have their own administrators (e.g. A server instance for Undergraduate Education could have different administrators to manage users/groups/courses for each of the Faculties at the University) For each server instance, allow separate sub-identities to have their own private discussions (e.g. A server instance for Undergraduate Education could have discussion forums that are accessible to only those registered in their respective Faculty) Additional Comments: YES NO

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6.3.3 Technical Architecture/Management
6.3.3a General Technical Management Features

Feature Please specify the version of supported standards below (and if applicable) IMS Version: SCORM Version: AICC Version: RSS Version: Other: Version: Other: Version: Other: Version: When system patches are applied, what is the rollback procedure? When system patches are applied, is there a detailed patch log? When system patches are applied, is there an automated script to perform the rollback? Additional Comments:

YES

NO

6.3.3b Backups and Disaster Recovery

Feature Ability to back up entire system for bare-metal recovery Ability to back up internal database/metadata for recovery Ability to pause/take snapshots for live backups of the proposed system Which of the following levels of back ups and restores are possible: Server Instance level (if applicable) Course level User level (e.g. restoration of user profile and associated activity/files on the system) Components within the course (e.g. restoring a corrupt gradebook or question database) Additional Comments:

YES

NO

6.3.3c Server Platforms

Feature Please specify the supported operating system platforms (including versions):

YES

NO

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Does the proposed system support a separation of the application and database tiers? Please specify the supported database architectures (including versions):

Additional Comments:

6.3.3d Client Platform

Feature Can the proposed system use a non web browser client? Please provide a list of all supported operating systems for the client (including versions):

YES

NO

Can the proposed system use a web browser client? Please provide a list of all supported web browsers (including versions):

Additional Comments:

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6.3.3e Scalability

Feature Number Please indicate the maximum number for each of the following: User accounts supported by the system Concurrent users supported by the system Courses (as per the definition in Section 6.1) User accounts per course Course size (GB) Feature YES NO Does the proposed system support software load balancing? If yes, what type: Active/Active Active/Passive Does the proposed system support hardware load balancing? If yes, what type: Active/Active Active/Passive Additional Comments:

6.3.3f Authentication/Access/Security

Feature Encryption for authentication/login Please specify encryption algorithm(s) and key length(s): Encryption for information exchange over the network If different from authentication/login, please specify encryption algorithm(s) and key length(s): Selective ability to store data in an encrypted format. If yes, What cryptographic algorithms are supported? What key lengths are supported? How are the keys managed? Allow internal authentication (i.e. user accounts for access/authentication are stored and managed locally) Internal authentication database (if applicable) uses non-reversible encryption to store passwords Force password change at next login by users/groups Batch set force password change flag Force users to change their password after a certain number of days
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YES

NO

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Feature Set length restrictions for passwords Set requirements for password complexity (e.g. require mixed case, numbers, special characters) Set password history Allow external authentication Via LDAP Via MIT Kerberos V5 KDC Via Microsoft Active Directory Other: Allow fallback authentication (e.g. authentication via Kerberos fails, falls back to another external or internal authentication) Maximum number of authentication fallbacks: If an external authentication service is used, are passwords cached locally in the event that the external service is not available? URL redirect on login failure URL redirect on log out URL redirect if main application is down Supports single-sign-on Supports content filtering Integrate with antivirus software Integrate with spam filtering services Manual definition of filter rules Allow/disallow file types based on extension or MIME type Other: What firewall rules are required for the proposed system to operate (e.g. port numbers and protocols used)? What security auditing features are available (e.g. tracking and reporting use of administrative privileges)? Additional Comments:

YES

NO

6.3.3g System Integration

Feature YES Compatible with SUN Access Manager Plug-in: If yes, specify version: Full functioning interface with JSR 168 portlet standards Authenticate requests from third-party applications and direct users to a specific course or section within the proposed LMS (i.e. deep linking) Access third-party applications from within the proposed LMS without requiring users to log in separately to the third-party application (provided that the third-party application can also support this process) Established methodologies for integration with reference generator tools Translate data to and from different formats (IMS-compliant and otherwise) for exchange with third-party applications
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NO

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Established methodologies for integration with other third-party applications (e.g. Turnitin, Horizon Wimba, etc.) Established methodologies for integration/gateway with other university systems (Shibboleth, federated authentication and authorization) Integrated link validation tool and reporting to course owners Podcasting support/functionality Additional Comments:

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6.3.4 Application Administration
Unless otherwise stated, the following sections refer to the Administrator’s ability within the proposed LMS.
6.3.4a Course∗ Management

Feature Supports SOA for course management via WS-Reliable Messaging Integration through XML standard interfaces Manage cross-listed courses Create/modify/delete/restore courses via a batch process Categorize courses into groups (customized titles) Categorize courses into subgroups (customized titles) Maximum number of subgroups that can be created: Hide/show courses based on system-defined categories Hide/show courses based on user-defined categories Hide/show courses based on membership in specific user groups Search for specific courses by group/subgroup/owner/name/date created/etc. Automatic creation of a course index Flexibility to show/not show index of courses to selected groups/individuals Flexibility to show/not show groups or subgroups of courses to selected groups/individuals Manage object repository for sharing learning objects Additional Comments:

YES

NO

The term “course” throughout this document is used as per the definition in Section 6.1
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6.3.4b Course Settings

Feature YES Allow/disallow course owners to make course backups Allow/disallow course owners to customize the course interface (add/remove items, look & feel) Allow/disallow use of WYSIWYG HTML editors Create customized help wizards for course owners/instructors Ability to set permissions for settings above based on group membership (e.g. group 1 can make course backups, but group 2 cannot) Allow/disallow the use of specific tools/features (in Section 6.2) within specific courses Allow/disallow the use of specific tools/features (in Section 6.2) within specific course categories/sub-categories Allow/disallow the use of specific tools/features (in Section 6.2) by user group membership to (e.g. any member of group 1 regardless of which course they are enrolled in can modify the class list/gradebook; any member of group 2 regardless of which course they are enrolled in cannot modify the class list/gradebook) Set disk usage limit for all courses Set disk usage limit for any specific course category/sub-category Set disk usage limit by user group membership (e.g. a course owned by a member of group 1 has a disk usage limit of 1 GB for the course; a course owned by a member of group 2 has a disk usage limit of 2 GB for the course) Ability to restrict file size of attachments for all discussion forums and private communication by specific course/course category/sub-category Allow/disallow an owner of a course to override settings/permissions set by the Administrator User/group permissions and settings are inherited from parent groups Additional Comments:

NO

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6.3.4c User Management

Feature Receive/process event-driven data from the Registrar’s office when student personal information or enrolment changes Create/modify/delete user groups and group memberships via a batch process Create/modify/delete group authorization and permissions (what they can do on the system) via a batch process Batch manage changes in user data (e.g. changes in user personal information) Flexible Permissions: allow/disallow individuals/groups to add/modify user accounts Flexible Permissions: allow/disallow individuals/groups to add/modify user settings Flexible Permissions: allow/disallow individuals/groups to add/delete user enrolment to groups/courses Allow/disallow self enrolment to groups Allow/disallow self enrolment to courses Set disk usage quota per user Set disk usage quota per group Ability to restrict file size of attachments for all discussion forums and private communication by user and/or user group Flexibility on how user information is displayed to other users on the system (e.g. in directory listing, in class list, in private communications, etc.) Allow/disallow specific user groups to override settings/permissions set by the Administrator User permissions and settings are inherited from parent groups Additional Comments:

YES

NO

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6.3.4d User Views

Feature YES Create/modify different interfaces for different user groups For the login page For the entry page after login For courses Ability for users to view external RSS feeds Ability for the administrator to allow/disallow users/groups to view external RSS feeds Flexible Permissions: assign individuals/groups to manage interface for subidentities (as in Section 6.3.2), if applicable Create system-wide calendar accessible to all users Create group-specific calendars accessible only to users who belong to the specific group irrespective of which course they are registered in Allow/disallow users to subscribe (view or not view) to calendars (e.g. view/not view the student club calendar) Create system-wide discussion forums accessible to all users Create group discussion forums accessible only to users who belong to the specific group irrespective of which course they are registered in Allow/disallow users to subscribe (view or not view) to discussion forums (e.g. view/not view the student club discussion forum) Create system-wide announcements accessible to all users Create user-group-specific announcements accessible only to users who belong to the specific group irrespective of which course they are registered in Create course category/sub-category specific announcements Allow/disallow users to subscribe (view or not view) to announcements (e.g. view/not view the student club announcement) Create system-wide quizzes/surveys accessible to all users Create user group quizzes/surveys accessible only to users who belong to the specific group irrespective of which course they are registered in Allow/disallow users to subscribe (view or not view) to quizzes/surveys (e.g. view/not view the student club surveys) Users have ability to bookmark a ‘page’ within the course/system Remove individuals or groups from the system directory view User view settings are inherited from parent settings Additional Comments:

NO

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6.3.4e Reporting

Feature Perform searches by user/group/course identification Usage, login, activity report by user/group/activity/course Numerical output Graphical output Ability to download reports Current real-time usage statistics as above Reporting on LMS service availability/uptime In the event of a crash, does the proposed system dump a stack trace? Additional Comments:

YES

NO

6.3.4f User Training

Feature Learning curve for novice end users is less than 2 hours The vendor provides packaged training materials for users that can be customized for the local implementation Additional Comments:

YES

NO

6.4 Additional Information
Please provide any additional information that you feel should be considered during our evaluation of your product.

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