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>a1 INTRODUCTION The introduction of the system described in the following will provide a highly efficient directory assistance service, due to the technological advances inherent in the proposed hardware and software, and the refinements of the performance procedures developed through more than four years' experience with a system in full operation at all four Danish telephone companies, at Michigan Bell Telephone Company, and presently under development for the service of the Ministry of Communications, the State of Kuwait. >a2 The Background for Directory Assistance Computerized Assistance has been conceived in order to - Reduce the operating cost of telephone directory enquiry services, - Display directory listings in a manner that eliminates all physical leafing through telephone books or searching micro fiche, - Enable a reduction of the enquiry operator Average Work Time (AWT), thus increasing Directory Assistance capacity without investment in more personnel. Before summarising the concepts and features of RC Computer's directory assistance system, we will survey problems encountered by directory enquiry services today. Generally speaking, a subscriber calls the directory enquiry service, because he is unable to find a certain telephone number in the printed telephone directory. Often Directory Enquiry Operators are equipped with material that is essentially the same as the printed telephone directory - sorted according to surname, streetname, and other relevant sort criteria, and listed on paper or microfiche. Manual searching of such material is very time consuming and certainly the operator Average Work Time can be lowered significantly by letting the search through lists be aided by a computer. However, listing systems, based on a telephone directory sorted in various ways, cannot handle the following problems: - The caller cannot precisely spell the name, address, etc. of the subscriber in question. - The caller does not know the precise location of the subscriber - only a more or less defined area. - The caller has only a vague idea of the subscriber's profession - a classical English example is a lawyer, who could be a barrister, an attorney or a solicitor. - The caller remembers only the subscriber's acronym, e.g. BP instead of the actual subscriber entry, i.e. British Petroleum. Directory Enquiry Operators - in traditional Directory Enquiry Services - use a large amount of time and seldom come up with an answer that satisfies the caller. Operator as well as caller are frustrated, and the Telephone Administration is burdened by the expenses of an inefficient operation. Thus, a directory assistance system must incorporate facilities that allow search tolerance on various spelling forms, multiple names for the same subscriber, and a flexible area/location search strategy. The update frequency must be high to accomodate the rate of subscriber data change. This is necessary due to the relatively long period of time between the distribution of new printed telephone directories. A large amount of subscriber changes accumulate during such a period and cause a lot of enquiries to the directory enquiry service. In many countries it is necessary to operate with several alphabets, e.g. the Arabic and Latin character sets. Conversion is usually performed for the printed telephone directories, and this is difficult because an exact translation is impossible. Thus it becomes a matter of guesswork to recognise a Latin name written in Arabic and vice versa. Directory Assistance systems operating in countries with such problems must be bi-lingual, or indeed if required, multi-lingual. The considerations mentioned above relate to technical goals optimising the search and hit rate. However, another, and equally important, set of considerations are those concerning the environment of the directory enquiry operator. She must have - ergonomic surroundings - a noiseless display unit - a clear and easily read presentation of response possibilities. Otherwise she will tire quickly with a host of human problems as a result. A directory assistance system must therefore cater for such considerations. As it will appear in the remainder of this description, RC Computer has done its utmost to meet the goals listed above. RC Computer can also pride itself with a highly successful installation at Jutland Telephone Company of a Directory Assistance System based on the same principles as those described in this proposal. During the last couple of years this system has been installed in order to operate within all telephone administrations in Denmark, thereby offering directory enquiry service covering all subscribers in the country - a total of approximately 2.5 millions. In late 1980, Michigan Bell Telephone will install the system to service 12 million subscribers with 1000 operator positions connected to it after 1 year of experience with a large pilot installation, and in Kuwait the system, operating bi-lingually, will be set into operation during the first months of 1981. >a2 Description Summary RC Computer's Directory Assistance (DA) system is a multiparameter system based on the principles applied in a directory assistance system which has been in operation at Jutland Telephone, Denmark, since 1976. In Denmark the multiparameter system was chosen and developed after several years of investigations in a large pilot project. In short, the reasons for choosing a multiparameter system instead of the more traditional listings or multifile type of systems are: - Complete flexibility in creating search entries to the system, thereby avoiding any restrictions in the keying sequence of an enquiry. - Entries can be made in any combination of First Name, Middle Name, Last Name or Family Name, Street, House Number, Block Number, Building Name, Flat Name, Area Code District, P.O. Box Number, Profession and Telephone Number or any other element available in the subscriber data. - Less detailed information about area/locations is required from the calling party. Problems of identifying subscribers living on the borderline between localities can be eliminated through the area/location search strategy. - Integration of synonyms in the search strategy enables suitable groupings of similar sounding names, professions and, to a certain degree, misspellings. The applied display units and keyboards are ergonomically designed for the convenience of the display operator, and incorporate the possibility for bi-lingual key - and character set. >ne 7 Automatic features for efficient operator handling of the keyboard are under software control. Special keys for fast and convenient operation are supplied for restricting search operations to - business - government - residential groupings, and - frequently used listings, e.g. hotels and diplomatic representations. The display units for the supervisors are distinguished from the operator units only by the login sequence controlled by the system software. The hardware system applied is designed with complete redundancy ensuring demands for operational security can be fulfilled. The modularity of the computer system ensures full capability of extensions in-house, and an intelligent independent network enables optional connections to remote operator positions and remote computers. Extensions due to more subscribers are only a matter of increasing the disk capacity. Such an enlargement of the subscriber database has no influence on the speed of handling enquiries and does not require any extensions of the main computer or the main memory. Extensions due to added operator positions are connected via the data network and require no extensions to the disc capacity. >a2 System Design Philosophy >a3 The Enquiry Concept The system is based on a multiparameter enquiry concept. Any element from the subscriber data may be used as a search parameter, and complete flexibility in creating search entries to the system is provided, thus avoiding any restriction in the way of keying an enquiry. For each seach parameter a search file is maintained, holding search records that refer to a record in the subscriber database, which is automatically generated when a subscriber is entered into the system. All searches are performed on these search files - thus, the subscriber database is stored only once. For each parameter value, a list of subscriber entries satisfying the criterion is compiled. These lists are named candidate lists and they are intersected to produce the final response list of the enquiry. Enquiries may consist of any combination of: First name, Middle name, Last name or Family name, Street name, House number, Block number, Building name, Flat number, Area code, District, Profession, Subscriber type (business, residential, or government) or any other element that may be extracted from the subscriber data. Hence less detailed and more varied information concerning the wanted subscriber can be given by the calling party, and yet still obtain a successful response, and with only relevant listings displayed. >a2 Phonetization, Synonymization, and Acronym handling In order to get a fast and successful response, it is vital that the amount of necessary information given by a calling party is reduced as much as possible and at the same time, most inaccuracies within this information are taken into account. The general aim is that a certain number of apparently superfluous subscriber listings should be displayed rather than relevant listings omitted. The system provides the following tools for solving the problems outlined: >in 22 >ti-22 Phonetization tables@@- misspelling or different spellings of names or streets sounding alike. >ti-22 Synonymization tables@ - abbreviation for common names, locations etc. to reduce keystrokes, several occupations covering the same or related professions (lawyer, solicitor etc.), nationalities (Iranian, Persian), street names (e.g. a square forming part of an avenue). >ti-22 Area/location tables@@- may hold overlapping descriptors, eliminating the problem of fixed borderlines between localities. >in-22 >ne 5 Furthermore, the system incorporates facilities for: 1. Acronyms (e.g. TEC for Telecommunications) by means of additional search entries or extra listings (several listings for same telephone number); in the search strategy no distinction is made between main and extra listings. 2. Secondary or related listings - several telephone numbers for same main user (government administration, firms etc.), providing links both ways between main and secondary listings. >a2 Response Presentation Strategy The response of an enquiry is presented on one or more display pages. Each subscriber listing occupies one or more display lines containing telephone number, name, profession, and address of the subscriber in fixed/variable length fields. If the information of a fixed field exceeds the field boundary, the information is truncated and appended a plus sign to indicate that further information is available. The actual subscriber information to be displayed and the size of the fields are defined by system parameters and may be changed. The response lines for the total response of an enquiry are ordered. The ordering depends on the operator input. However, the operator has the possibility to provoke the response to be ordered in another way if wanted. The maximum number of response lines in respect to one enquiry is defined by a system parameter and is adjustable within certain limits. Together with the display lines holding the subscriber information, the enquiry typed in by the operator will be presented on each page. A full subscriber entry with no truncation may be displayed by entering a telephone number enquiry. Subscribers classified as "non published" (ex-directory) are presented without telephone number, though it is possible for an operator with this special right to reveal an ex-directory reference number, which later may be used to reveal the telephone number of the ex-directory listing. The classification of a subscriber is indicated on the display line. >a2 Database Maintenance Strategy The update of the database may be performed overnight and based on transactions received on a transaction file. The file contains transactions generated on either another computer system, an off-line data entry system or the on-line real time update system working in parallel with the enquiry system. The update of the subscriber file and the search files is done by rewriting the files. All maintenance and update of associated catalogs, tables and system parameters are performed on-line using the DA-retrieval terminal. Real time update is an option available on request. >a2 System Facilities >a3 Directory Assistance Facilities The various facilities of the system are structured as software modules and can be included or excluded according to the customer's request. >a3 Telephone Number Enquiry Entering a telephone number gives a full display of the relevant subscriber listing. This type of enquiry is normally used in the following situations: 1. When information on a subscriber with a given number is wanted; extra listings may be accessed, too. 2. When in connection with an enquiry the DA-operator wants to see the existing supplementary text, or references to related listings. 3. When the operator wants to verify a line in a search response, for example where the truncation is too drastic. Another way to perform the telephone number enquiry is by using the More Info key on the operator retrieval terminal after having pointed out with the cursor a response line from search enquiry response. >a3 Telex Number Enquiry This facility is used in the same manner as the telephone number enquiry, using a telex number instead. It is used when a customer wants the name and address for a given telex number. >a3 P.O. Box Number Enquiry The possibility to retrieve information via the P.O. Box number is used by entering the number in question. This type of enquiry displays the same information as the telephone number enquiry. >a3 Telex Answer Back Enquiry The telex answer-back enquiry is used to look up the subscriber with the indicated telex answer-back text. >a3 Telegram Address Enquiry Subscriber information may be retrieved by entering the telegram address. >a3 Utility Lists (pages) For certain types of retrieval, the method of inputting values for each of a number of parameters is likely to be unsuitable and the Page-type mode will often be both faster and easier. This applies in particular to frequently requested numbers, but can also be useful in other cases. Some of these lists are displayed by typing a specific function key, others by selection via a "menu". Examples of utility lists: a. hotels b. taxi c. embassies d. cinemas e. travel agencies f. hospitals g. operator instructions. >a3 Supplementary Text Supplementary text is extra text information, connected to a subscriber listing. This text can be displayed by using the telephone number enquiry facility. A supplementary text could be "Opening hours : 9 am - 4 pm". There is virtually no upper limit to the number of supplementary text pages attached to individual subscriber listings. >a3 Extra Listings Often subscribers are expected to be listed under other names, addresses etc. than they actually are e.g. an official company or institution name differs from the well-known identification of its product or the well-known acronym of its name. Similarly, several users of the same telephone number might exist, and they should all be accessible via the DA system. These problems are solved by adding extra listings to the main listing. Thus the same telephone number may be found through totally different search entries, because the extra listings are treated like the main listing by the enquiry process. On entering a telephone number enquiry, giving the main listing, all extra listings are available for further investigation by the DA operator who may page through these. Additional search information (not displayed in an enquiry response) may be entered without actually modifying the subscriber listing. This is done through the on-line update data entry which contains facilities in this respect. >a3 Related (secondary) Listings Subscribers like government administrations or firms often own a set of telephone numbers, installed in different places (departments, affiliates etc.) and listed separately. These secondary listings, the contents of which are independent of the main listing, are accessible via search or telephone enquiries like normal listings. Links in both directions are arranged between the main listing and its related listings, so if the answer of an enquiry consists of the main listing (a secondary listing) only, its related listings (its main listing) will be accessible as well. >a2 Other System Facilities >a3 Intercept The DA system can be used as a part of an intercept service for handling calls to changed (or temporarly changed) numbers. The new telephone number will be displayed after entering the old number. >a3 Memo Handling The DA operator has the possibility to log information about failures and changes concerning the database experienced through communication with the caller and the DA system. These memos are logged on a special memo-file and must be processed by the maintenance staff before passed on to the update suite. >a3 Call Transfer It is possible to transfer the "history" of a call from one DA position to another. The receiver will normally be a supervisor. This is used when the operator meets special problems in satisfying the caller's request. >a3 Statistics A continuous logging of various information provides the basis of statistics. All information concerning a retrieval is logged. Details are given in section 1.16.1. >a3 Interface to DA Telephone Circuit This interface must sample the status of the telephone circuit at the DA position. The status information is: 1. headset plugged in 2. call offered 3. call accepted The status information is used for the following purposes: 1. restriction of display use if no headset plugged in, 2. statistics, 3. supervisor load survey facility. The interface must be precisely defined in cooperation with the DA administration after contract awarding. >a3 Supervisor Facilities The following facilities are available for the DA-supervisors: 1. Monitoring of any selected DA position or operator; after selection of the wanted DA position (or operator) all input and output concerning the DA position (or operator) is displayed on the supervisor's screen, 2. Access Control for operators and display units, 3. System load surveillance, 4. Taking over difficult customer requests. An alarm message will be displayed on the supervisor's screen if an operator makes a serious error, or does not respond to certain events. >a3 Ex-directory Reference Numbers In the DA system a reference number is generated for an ex-directory listing on demand from a DA position. Then it is possible for another pre-defined group of operators to retrieve the telephone number in response to an entry of the reference number. Cancellation of reference numbers is done by the special operators, or automatically after a pre-set time. Records of all relevant numbers, times and actions are logged. >a3 System Access Security Only authorised personnel is able to access the DA system. Each DA operator must perform a main login for each session (and after each rest-break). A secret password is allocated to each operator. The password will not be displayed. The headset must be plugged in before login is allowed for an inquiry operator; unplugging of the headset will bring the DA position into a special state. System reaction on this state is defined by system parameters. All access protection mechanisms or search authorizations are adjustable for groups of DA operators - both by physical positions and by logical groups. >a2 System Components The DA system is based on the principle of decentralised data processing, where display terminals are linked to central processing units via a general purpose packet switching network. The key to a versatile and flexible system concept is two-fold, namely: - Routing of enquiries and responses is done auto- matically by processes within the data network. Thus, any terminal can relate to any central processor. - Central site configuration is done by applying modular RC8000 extensions, virtually eliminating performance limits, increasing system reliability and avoiding unpleasant price jumps. Within this concept it is important to realize that data may always be processed where data is born, and data may be accessed at the position where it is required, thereby making the system uniquely adaptable to telephone administrations who have difficulty organising its directory assistance service just for the sake of the introduction of the computerized service. The Directory Assistance system thus is comprised of a network of four major systems, namely: i.@@ Telephone Network/Operator interface ii.@ Directory Enquiry Centre (DIC) iii. DA retrieval system iv.@ DA Database update centre. RC Computer's DA system caters for items ii through iv. >ul >a2 Directory Enquiry Centre (DIC) The DIC is that part of the DA system where customer's calls are answered by an operator. A DIC is comprised of a set of RC853 DA retrieval terminals driven by a number of RC3502 terminal controllers. As a minimum, each DIC contains 2 terminal controllers and each retrieval terminal is connected to two terminal controllers in order to retain operation in case of component failure. Each terminal controller is connected to the DA retrieval system with a data transmission link. The transmission links go to different front-end processors due to operational security reasons. >ul RC853 - the DA retrieval terminal The DA retrieval terminal is the RC853 - recently designed and based on many years of experience with RC Computer's earlier DA operator's display unit, the model RC810. The RC853 retrieval terminal incorporates the newest microprocessor technology, ensuring ample processing power, with the finest of Danish Design. Much attention has been given the ergonomics and the clarity of presentation. >ul Basic Principles RC853 is designed to accomodate an extreme flexibility - thus all functional features of the unit are software controlled within the unit's own microprocessor, programmed in a high level language. Highlights of the RC853 retrieval terminal features are listed in the following: - Data to and from the display unit are transmitted synchronously in data blocks. Thus compression, decompression and screen formatting are performed entirely by the display unit. - Function key operation is handled by the display unit, thus enabling immediate response. - The character dot matrix is composed of 16 * 14 dots, ensuring a high clarity of even very complex customer designed characters. RC Computer's development specialists have paid utmost attention to the convenience of the operator and proper ergonomics, and this has resulted in a display unit where - the stability of the picture is excellent, thus avoiding a main factor in operator fatigue. Even frequency variations do not effect the picture. - the surface of the CRT is effectively bonded and etched, eliminating all reflections. The surroundings of the CRT are in dark non-reflective material. In order to meet further demands of non-reflection, the screen itself may be tilted, elevated, and turned without requiring the keyboard to be moved. - the keyboard is designed to reduce arm, hand and finger movements to a minimum, and to offer a convenient hand rest in order to avoid muscle infiltration and fatigue. For further technical details please refer to "The RC853 DA-terminal - a technical overview". >ul The RC853 keyboard The keyboard is a freely movable unit which may be placed on the operator table in any position suitable for the individual operator. The keyboard layout is specially designed for DA applications, but can include extra keys for customer convenience. The total maximum of key positions is 256. The keyboard is divided into sections with different colouring of the keys. The sections are as follows: Frequently used value keys: a block of function keys for frequently used areas, utility lists, names etc. The number of keys is customer defined. Parameter keys: keys designating first name, middle name, last name, name in general, building name, street, house number, area, profession, telephone number, telex number, utility list number, etc. The number of keys is customer defined. Alphabetic keys: The conventional main keyboard containing Latin and Cyrillic characters. Numeric pad: 12 key numeric pad containing digits, minus sign (-), and plus sign (+). Special end keys such as: - MENU - SUPERVISOR (transfer of call to supervisor) - LOGOUT - GOVT (government) - BUS (business) - RESID (residential) search Display control: Keys concerning the cursor position and screen control. Indicators: Lamps: - wait (keyboard locked) - message pending (call transfer, alarm etc.) - error indication (non-numeric character entered in numeric field etc.) - shifted mode Audio: - beep (signals a change in indicator lamps) >ul >a2 The DA retrieval system The DA retrieval system performs the actual directory information retrieval, and provides facilities for data base update and operator training. The DA retrieval system is comprised of RC8000 medium sized computers, connecting to the DIC's via RC3502 front-end processors. RC8000 disc controllers operate on a direct memory access scheme, ensuring overlapping operation of central processing unit bound processes and disc operations. >ul RC8000 Hardware characteristics The RC8000 central processing unit has an addressing space of up to 4 Million words, each comprised of 24 bits. Average instruction time is approximately 1.5 micro second. Memory is based on semi-conductor technology with an access speed of 550 nano seconds and memory cycle time of 660 nano seconds. The RC8000 computer interfaces to the data transport network via a high speed transmission connection with a nominal transmission of 200 K bytes per second. >ul The Dual system concept One RC8000 computer can handle a large amount of enquiries. However, due to strict requirements for 7-days-a-week, 24-hours-a-day operation the system is doubled. The second system is not just hot or cold stand-by, but shares the load with the other RC8000. The system thus avoids the problems of a stand-by system that turns out to be defect when put into operation, and furthermore adds ample processing power to the system. >ul RC8000 Software RC8000 basic software accomodates multiprocessing facilities enabling the treatment of an enquiry to be divided into operations processed in parallel. The operations are: - input process: Receiving an enquiry and determing whether a search is necessary - for instance a telephone number enquiry need not be handled by the search process. - search process: Accessing the search files, providing logical addresses to the subscriber records. - lookup process: Accessing the subscriber database. - output process: Logging for statistics and transmitting subscriber data to the retrieval terminal, whose identification has been preserved during the preceding processes. - update data entry process: validating and executing entered update transactions. The process concept of the RC8000 ensures overlap operation of several enquiries, and full CPU utilisation during disc head movements, thereby providing maximum efficiency of enquiry handling. >ul DA data base update centre The DA database update centre is that part of the DA system where subscriber table and other updates are performed. Usually, the DA database update centre is integrated into existing DIC's and DA retrieval systems. However, if required by the DA administration, the update centres can be located totally separate from the other subsystems. >ul The Data packet switch network RC Computer's generalised data packet switch network is used in the DA system to connect the DIC's to the DA retrieval systems. The RC3502 processor is specially developed for the telecommunication applications and comprises the hardware of the data network, containing software for the actual data transmission and the interface modules. The packet switch network complies to the CCITT X.25 network specifications. >a2 System Operation This section details the characteristics of the DA system proposed by RC Computer, and provides a description of how each system requirement outlined in this section is achieved. The DA system consists of a network of four major systems, namely: i.@@Telephone Network/Operator Interface ii.@Directory Enquiry Centre iii.DAS retrieval System iv.@DAS Data Base Update Centre Item i. is not contained in the proposal by RC Computer. >a2 Directory Enquiry The Directory Enquiry Centre is that part of the DA system where customer's calls are answered by an operator. This part of the DA system is hereafter referred to as DIC. Retrieval of directory information is done by the operator via a Retrieval Terminal. All Retrieval Terminals in every DIC have the possibility to retrieve numbers contained in all Telephone Directories available for the DA system. >a3 Operating Positions The operating positions in DA system using a Retrieval Terminal are: i. Operator Positions These are the positions at which customer's calls answered and number enquiry retrievals performed. ii. Supervisor Positions The following facilities are available from a supervisor position: - monitor Operator Positions - accept calls transferred from Operator positions - perform interactive update of the DAS database - output Operator performance reports iii. Performance Assessment Positions These positions have the facility to monitor Operator Positions for the purpose of accessing operator performance and to obtain statistical reports on Operator performance. In OTE's termino- logy, a performance Assessment Position is a Room Supervisor position. A general supervisor is thus a position similar to a performance assessment position, covering several rooms. iv. Training Positions These positions are provided with Retrieval Terminals as provided at Operator's and Supervisor's Positions but have access to training facilities as well as retrieval facilities available to Operator and Supervisor Positions respectively. A Supervisor Position is allocated a group of Operator Positions for the performance of supervisory functions. The number of Operator Positions permitted to be allocated to one Supervisor Position is adjustable without limit. Any Operator position in a DIC can be allocated to any supervisor. >a3 Retrieval Terminal Retrieval Terminals provide the man-machine interface at DIC's with the DA system. The Retrieval Terminal comprises an alpha-numeric keyboard and a visual display terminal. The following functions are available at the Retrieval Terminals: i. Commencement of Work Shift (login) At commencement of a work shift an operator must perform the login procedure by plugging the operator headset plug into the position's headset jack and entering on the Retrieval Terminal the operator password. If a valid password is entered the Retrieval Terminal indicates that operator validation is successful and the operator is given access to retrieval from the directory assistance database. If an invalid password is entered access to the database is denied to the operator until a valid password is entered. The entry of an invalid password is acknowledged by the Retrieval Terminal by an error message displayed to the operator and if repeated also to the supervisor. ii. Termination of Work Shift (logout) The Retrieval Terminal and the DAS Retrieval System enable an operator to terminate the work shift of a position by unplugging the operator headset from the position's headset jack. This action denies the Retrieval Terminal access to retrieval from the directory assistance database until successful re-operation of the login procedure. Entrance of a password with a special authorisation permits retrieval activity without the plugged in headset. iii. Search of Listings Upon receipt of search information entered by an operator via a Retrieval Terminal the DAS Retrieval System performs a search for matching entries in the database. The retrieved listings are displayed to the operator making the search on the position's Retrieval Terminal. iv. Training Facilities Retrieval Terminals to be used for training of Operators and Supervisors are provided. These terminals are provided with access to a special database which is established specifically to facilitate training of operators in directory assistance information retrieval and supervisors in supervisory functions and interactive update of the DAS Data Base. Terminals not autorised to be used as training positions are not permitted access to the database used for training purposes. Terminals normally used in Operator and Supervisor Positions at DIC's are able to gain access to the training database by entrance of a special password at login time which authorises use of the terminal as a training position. The supervisor training terminal is able to display operator performance reports relating to trainees. >a3 Authorisation Codes i. Retrieval Terminals requires an appropriate authorisation code, hereafter referred to as password, to be entered in the login procedure before access to retrieval facilities is made available. The password defines to the DA system the facilities available to the position. ii. The terminals used at the DIC for interactive update of the DA Data Base requires the entry of a password in the login procedure before access to the update facility is provided to these terminals. iii. Retrieval Terminals used for training purposes gain access to training facilities by entrance of a special password at login time. iv. Retrieval Terminals provide access to the facilities available to all types of operating positions after entrance of a special password at login time. v. The terminal used for displaying/requesting hardcopy output of system performance reports requires entrance of a special password at login time. vi. Access to unlisted numbers is made available at Supervisor and DA Data Base Update Terminals by entrance of a special password at login time. >a3 Position Monitoring Retrieval Terminals on Supervisor and Performance Assessment Positions are able to monitor-display in parallel with any display occuring on a Retrieval Terminal on a selected Operator Position. Retrieval Terminals performing visual monitoring are able to be used to select positions to be monitored. >a3 Statistics Display Retrieval Terminals at Supervisor Positions are able to display on the visual display unit Operator performance statistics, as specified in clause 8.n of OTE technical specifications. A special password is required at login time. >a3 Hardcopy Statistics Output A hardcopy output device at each DIC is able to output statistics as specified in clause 8.n of OTE technical specifications. A special password at login time is required before request for output of statistics is allowed. >a3 On-line Data Base Update Retrieval Terminals at Supervisor Positions may be used for on-line update of the DA Data Base after entrance of a special password at login time. >a2 Da Retrieval System The DA Retrieval System is configured such as to enable directory information retrieval and data base update facilities to be provided to DIC's (including Training Centres) and DA Data Base Update Centres. The DA Data Base will be generated and maintained in accordance with procedures defined in negotiations with OTE. >a3 Listings Search The operator's procedure in retrieving desired listings from the DA Data Base minimises: i.@@@The number of operator key strokes. ii.@@The time taken for retrieval of desired listings. iii.@The number of displayed listings which match the keyed input information. Retrieval Terminals enable operators to enter information to retrieve the following categories of directory information: i.@@@Residential Subscriber's telephone numbers. ii.@@Business Subscribers' telephone numbers. iii.@Government Subscribers' telephone numbers. iv.@@Frequently Called Number Lists and Special Lists. Directory Information Retrieval Criteria - Residential, Business and Government Subscribers. a. Telephone Numbers The DA Retrieval System enables an operator to retrieve directory listings of Residential, Business and Government subscribers via a Retrieval Terminal by entering information on one or more elements (e.g. name, address or profession) of subscriber data. The DA Retreival System provides the operators with the following facilities when retrieving desired listings: i. search for directory information via the retrieval terminal regardless of the degree of certainty of name spelling. ii. retrieval of a sub-listing of multi-line listings by entry of information on the sub-listing of the main listing. iii. the option to retrieve by general locality rather than specific locality name. iv. enable operators to omit common words in the input. b. Frequently Called Number Lists and Special Lists The DA Retrieval System enables an operator to retrieve listings of frequently called numbers or other specially compiled numbers by entry of an abbrieviated coding sequence or a list number. >a3 Directory Area Selection The DA Retrieval System enables an operator in any DIC in Greece to retrieve via a Retrieval Terminal any telephone number listing relating to any geographical location in Greece. In addition to entry of enquiry parameters the DA Retrieval System enables the operator to enter on the Retrieval Terminal a definition of the Directory Area in which the requested number is located. Directory area can be defined to the following levels: i.@@City in which DIC is located ii.@Remainder of Greece Level i. will not require any special action by the operator, i.e. this level will be a default function. Selection of level ii. is done by depression of one single key appropriate to each area. The Directory Areas may be defined according to OTE specifications. >a3 Unlisted Numbers The DA Retrieval System permits Supervisors and Data Base Update terminals to retrieve listings of telephone numbers which are not published in the telephone directory (i.e. ex-directory numbers). This display includes complete name, address, and telephone number information. All other terminals used in the DA system are only able to display the listing excluding telephone number. These terminals display a substitute message for the telephone number to indicate to the operator that the number is an unlisted number. Access to unlisted numbers at Supervisor Performance Assessment terminals is only available on entry of a special password at login time. >a3 Input Format Operators must enter input via the Retrieval Terminal into fields of input designating the type of the field (e.g. name) by depressing a parameter key before entering the parameter value. The DA system does not require that all fields should be defined and operators may omit definition of a field or fields as desired. The input sequence is free, which gives the operator the possibility to input the information in the same sequence as she hears it from the customer. She may also continue typing while the DA system is performing a search. This facility considerably lowers the operator AWT. >a3 Enquiry Parameters The DA system does not require operators to input full words into fields in order to retrieve listings. The Retrieval Terminal enables operators to input information into fields in a truncated form which conveys sufficient information to the DA system to enable retrieval of desired listings. The enquiry parameters are structured on initial characters of words in fields of variable length and the total character entry is distributed over one field per parameter type. The number of characters which have to be entered into fields may be defined, for each parameter type, by OTE. If synonymization/phonetization is wanted on a parameter type the number of characters to input is fixed for that specific parameter type. However, if synonymization/phonetization is not wanted, the number of characters to input may be chosen by the operator, at key entry, limited within the range of 1 to a maximum number of characters. This maximum may be defined by OTE. >a3 Input Edit Operators may amend or add to entered information at any stage of the retrieval process. This enables operators to: i. Correct input errors or amend input information prior to completion of input. ii. Amend input information following retrieval of listings and initiate a new retrieval without re-entering unamended input. iii. To input further information while the search is being performed. >a3 Input Display The information input by the operator is displayed on the position's Retrieval Terminal. The display format facilitates operator checking of input information to enable edit of input information. The information input by operators is displayed on the first line of the screen. >a3 Listing Output Listings output take the form of a display on the position's retrieval terminal in response to search inputs by the operator. If an entry that matches input information cannot be found by the DAS Retrieval System in the DA Data Base then an indication that no matching entry can be retrieved is displayed to the operator making the search. >a3 Output Formats The DA system provides flexibility to OTE in specification of output formats to be displayed in retrieval terminals for the various categories of directory information described in clause 1.12.1. Listings displayed to the operator contain all of that information related to the retrieved listings appearing in the published alphabetical directory as well as the Area Code prefix. However, to meet these requirements, RC Computer requires that all the information which should be displayed to the operator is available on the magnetic tapes received at the update centre or entered via the update terminals. >a3 Quantity of Output The listings output displayed are only those listings in the DA Data Base which match input information entered by the operator or phonetically match the input information or synonym thereof or those resulting from automatic default options. >a3 Scanning of Listings Output The Retrieval Terminal enables operators to scan forward and backward on retrieved listings where output is greater than the number of listings which can be accomodated on one screen of the visual display terminal. If the amount of output exceeds one screen full of information, an indication is provided on the Retrieval Terminal of the number of listings which match the input information. The operator may page forward and backward through a response which consists of more pages (screen fulls). She may also page backwards through previous responses. >a3 Telephone Number Display In all cases of listings retrieved, where a telephone number is displayed, the displayed number includes the Area Code Prefix. >a2 DA Data Base Update Centre The DA Data Base Update Centre is that part of the DA system where functions as specified in clause 1.13.1 for the update of the database in the DA Retrieval System are performed. The update centre can either be a separate system or integrated in the DA Retrieval System. >a3 Modes of Update Following modes of update can be performed from the DA Data Base Update Centre: i. Batch Mode A batch update of the data base can be performed at least once per day and incorporates the bulk of directory update transactions occurring since the previous batch update. The time used for at batch update depends highly on the number of listings in the database. The time used to update a data base containing 1 Million listings is approximately 2.5 hours. A DA Data Base Update Centre contains magnetic tape drive facilities and a communication link to the DA Retrieval System. ii. On-line Mode The on-line method of update employs interactive database update terminals and the facility is available to update any category of listing in the database and at any time during system operation excluding the batch update period. >a3 Data Base Access An Update Centre is restricted to update only those portions of the DA Data Base as specified by the DA administration. >a3 Authorisation Codes On-line update terminals require an appropriate password (Authorisation Code) before access to update facilities is made available. >a3 Training On-line update terminals can be used for training of update operators. Upon entry of a special password the terminals are provided with access to a special database which will be established specifically to facilitate training of operators in interactive update of DA Data Base. >a2 Performance Objectives >a3 Retrieval The configuration of the DA system and the design of operating procedures satisfies the following performance objectives: i. Operator keying time Operator input keying procedures on the Retrieval terminal (refer to clause 1.12.6) secure a very low level of the average number of key strokes per enquiry. Figures from a running DA system in Denmark based upon the same principles as the system described herein 1 are 5.5 as average number of key strokes per enquiry transaction. ii. System Response Time System Response Time is defined as the time taken by the DA Retrieval System and the Retrieval Terminal following the complete sending by the operator of all necessary information to completion of display of the desired listing or one screen full of listings on the Retrieval Terminal. The time measured is the interval between the last key depression in the input to the last character of the first screen of listings output. System Response Time does not include Propagation and Message Switching delays. iii. Subsequent Searches The operating procedures are designed such as to minimize subsequent searches with revised input parameters following an initial search. >a3 Availability The DA system provides a high level of service availability to terminals at DIC's and DA Data Base Update Centres. The major function of the DA system is provision of retrieval facilities to DIC's as defined in this proposal. This major function takes priority over other facilities in the assignment of system availability. System Downtime System Downtime is defined as a period when the facilities of a DIC is inoperative. Total System Downtime for any DIC in any year of operation of the DA system will not exceed 20 hours. This period is exclusive of failures in components of the DA system (including data circuits) not covered by this proposal. >a2 Interface with automatic call distribution system The DA Retrieval System ought to interface with an automatic call distribution (ACD) system which functions as the interface between the telephone network and the DA operators. The interface between the ACD and the DA Retrieval system must be so that the collection of the operator Average Work Time and operator Shift statistics is possible (further details on these statistics are described in section 1.16). The DA Retrieval System assumes as a minimum that the ACD system can provide, on a standardised interface (e.g. CCITT V.24), information on: - call connect - i.e. the point in time where the DA operator receives a call in her headset. - call disconnect - i.e. the point in time where the caller or the operator switches off the call connection. These two pieces of information provide the data for the calculation of the operator Average Work Time (AWT). - plug-in headset - to register operator arrival. Actual login is registered and logged within the DA system logging subsystem. - plug-out headset - to register operator inavailability. This information is also required to perform a logout when the headset is removed. The requirements listed above comprise an absolute minimum of co-operation between the telephone network and the DA system. However, an integration of ACD and DA systems with respect to operator convenience is a great advantage. A main problem with systems such as directory assistance is the use of two totally disjunct systems. An illustration of operator problems is Call Transfer, where it is preferable to transfer speech as well as video information to the same supervisor in one keystroke. Call transfer where 2 keys must be operated is very error-prone and can cause some serious reactions such as voice and vision images are transported to different supervisors. An integration of ACD and the DA system opens up for a series of advantages both with respect to cost and to operator efficiency. Integration can be performed as follows: The DA system is connected to the ACD via a standardised interface (CCITT X.25 level 2) and all operator information usually presented and received on a separate ACD console is displayed on the DA retrieval terminal and keyboard functions are handled by the DA terminal keyboard, extended appropriately. Advantages obtained by ACD/DA system integration can be summarised as follows: * operational efficiency. - full console integration - reduced desk space - reduced operator fatigue - unified training program * cost savings. - simplified ACD manual operator subsystem, - removal of ACD console. * improved management. - ACD provides management information on telephone traffic. - ACD statistics are available to the DA system that in turn uses the in- formation for a further comprehensive combined analysis. * improved support. - the possibility of a single local supplier with expertise in ACD systems as well as DA systems. - rapid location, diagnosis and correction * range of configuration options. - remote operator ACD/DA facility caters for very small offices - management statistics are available for all office sizes. It is OTE's decision at a later date to choose whatever integration strategy between the DA system and an ACD system. However, it is the opinion of RC Computer that the efficiency and advanced facilities that are available with the totally integrated solution is far the best system concept. >a2 System Performance Report The DA Retrieval System automatically compiles reports on the performance of DIC's, the DA Data Base Update Centre and the DA Retrieval System. Reports can be output at Supervisor Retrieval Terminals and hard copy printers in connection with DIC's or the Retrieval System Centre. Reports are requested by on-line job ordering and may be output at predetermined times and at locations chosen by the job ordering person. By default, reports chosen to be output automatically will be printed at positions within the sphere of which the DA system component to be reported is in operation. However, rerouting or duplication (or, to some extent, broadcasting) of reports may be ordered by the job ordering person. >a3 Performance Reports Performance reports relating to each component of the DA Network provide the following statistical information: Directory Enquiry Centre. Reports on performance of DIC operation are identifiable on the following levels: i.@@@ Combined statistics for all DIC's in Greece ii.@@ Combined statistics for each DIC in Greece iii.@ Combined statistics for each supervisory group in each DIC iv.@@ Statistics identifiable against individual operators in each DIC. Reports provide the following information: i.@@@ Allocation of authorisation codes and allowable functions ii.@@ Operator statistics reports containing the following information: a. A count of transactions handled by categories of enquiries as defined in clause 1.12.1 including miscellaneous calls not requiring search via the DA Retrieval System. Transaction counts are classified by initial searches in the DA Data Base and subsequent searches on the same customer's call. b. Transaction counts against each Directory area searched in the DA Data Base. c. Operator shift statistics, i.e. a chronological summary of each operator's login and logout. d. Average Work Time (AWT) for each category as defined in clause 1.2.1 including miscellaneous calls not requiring a search via the DA Retrieval System. AWT is defined as the time elapsed between customer call connect and call disconnect on the Automatic Call Distribution System. e. An average time measurement of the following periods for each category of transactions: - between call connect and depression of the first key on the Retrieval Terminal keyboard. (Note: this information is available only if ACD and DA systems are integrated as proposed in clause 1.15). - system response time, i.e. the duration between depression of the last key in the search procedure and the appearance of the last character of the response on the Retrieval terminal. Response time for initial and subsequent searches are shown. - operator report time, i.e. the time between output of the last search and disconnection of a customer's call. f. The average number of searches per call by category. DA Data Base Update Centre. Reports on on-line and batch update activity are available and may be job ordered for output at the update centre in question. Update transactions not performed successfully are reported with details and can be printed at a relevant printer location on request or automatically at the convenience of the update supervisory personnel. Successfully performed update transactions are logged with details, and the information may be printed at a relevant printer location on request. DA Retrieval System. Reports for the support of database management, system operation and maintenance are provided and can be output in hardcopy, e.g. at the site of the retrieval system. >a3 Report Intervals and Availability Reports are available for output at the commencement of each working day (7 days week) and these reports apply to the previous day's operation (i.e. period of 0.00 to 23.59). Reports are available for output from the DA Retrieval System for a period of 72 hours following report compilation. Reports relating to DIC performance can present performance analysis for a 24 hour period broken into 48 half-hour intervals. Reports described in clause 1.16.1 are suggested stored on magnetic tape or disc packs, and accumulation programs providing summaries of weekly, four-weekly and yearly intervals can be run against the stored material. Tolerances. Reports of operator activity have a precision of +/- 1 % and can be specified with a resolution down to one hundredth of a second. Other reports. All activities of the DA system are logged appropriately. Thus, development of reports not requested by OTE may be negotiated and possible included in a contract. >a2 Restart after Power Failure Under power failure conditions transactions will be suspended and not resumed until power is restored. All software facilities to handle this situation are included in the system. To detect and initiate proper action upon power anomalities, a mains monitoring device detects the down situation and generates an external autoload signal which will enable the system to resume from the point of suspension. >a2 System Expansion >a3 Increase in Number of Subscribers An increase in the number of subscribers is catered for by adding further disc storage to the DA retrieval system. It should be noted that the size of the database has no influence on the speed of the enquiry handling. >a3 Increase in Number of Enquiries A dual RC8000 Directory Assistance system can handle 10,000 enquiries per hour, and only during updating or maintenance of one of the enquiry processors does the capacity drop to 4000 enquiries per hour on a single computer. The bottleneck of the system with a calculated peak hour load below 4000 enquiries, is the number of DA operator positions and the efficiency of the operators. When the peak hour load of the system closes in on the maximum capacity of 10,000 enquiries per hour, one should consider expanding the system with at third, possibly a fourth enquiry processor. Three enquiry processors will handle up to 17,000 enquiries while four can process approximately 25,000 enquiries per hour. >a3 Increase in Operator Positions Even with an intelligent DA system it is expected that some degree of initiative must be possessed by the operators. An operator without the aptitude for working with a computer system might spend 2 minutes or more per enquiry, while another operator with the necessary ability might complete the enquiry call within 30 seconds. There is a direct relationship between the cost reduction in terms of staff and DA positions on one hand and improved operator efficiency on the other hand. For each group of 28 DA positions a further RC3502 terminal controller must be included. An increase in the number of DA operator positions has no influence on the speed of enquiry handling. >a2 Operational Security Unauthorised access to the system via the Retrieval Terminals is prevented by the access control procedures, and the database integrity is ensured by careful and extensive validation during updates. The duality of vital system components and the on-line database guarantees a high degree of operational security, when combined with the excellent reliability figures given below. >a3 Overall MTBF The system MTBF includes the DA retrieval system whereas the background equipment has been excluded, because its failure is not considered critical for the main operation of the system. Overall MTBF has been estimated to 35400 (hours) and experience with installed systems give every reason to rely on the estimates. >a3 Uptime Uptime per sub-system has been experienced to be: DA retrieval system incl. discs.......99.2 % Front end and terminal concentrators..99.8 % Background Equipment..................99.7 % The expected downtime of the complete system (i.e. the system is completely out of action) is 0.011 % which gives an expected uptime of 99.98 %. Mean Time To Repair (MTTR) figures for the subsystems have been estimated to be follows: DA retrieval system incl. discs........1 hours Front end and terminal concentrators...1 hours Background Equipment...................1 hours Retrieval Terminals..................0.5 hours These figures are based on the following assumptions: 1. The spare units recommended are available. 2. The tools and test equipment re- commended are available. 3. A well-educated technician is on-site. 4. System and disc fault finding is done on a unit swopping basis. >a3 Reduced Configuration Effects of equipment failures are limited as all vital components are backed up by a load-sharing equivalent. A malfunction in one of the RC8000's or its disk drives or its network connections will, according to measurements made on similar systems under peak load conditions, not result in an increased DA response time if the number of enquiries/hour is less than 4000. A malfunction in the device controller and/or its connection to the enquiry processors will not effect the DA response time. Updating from magnetic tape, however, cannot take place while there is a failure of one of these components. Front end and terminal concentrators hold features ensuring that the transmission of data will take place as long as a connection exists between sender and receiver of the data. The break-down of one retrieval terminal has effect on the performance of a maximum of 3 other retrieval terminals, due to multi drop linking. >a2 Maintenance tools >a3 Software Investigation Tools Specialised programs are provided for handling the retrieval files. It is possible to examine individual records or sequence or records for: a. central memory indices b. search index files c. search files d. lookup enquiry index files e. subscriber file f. utility list index files g. utility lists h. subscriber file The programs are able to decompress and interpret fields and follow pointers from one file to another to retrieve and display linked information. It is also possible to print/display selected fields within a record and to extract only those records which match a specified criterion or set of criteria. When displaying address pointers, not only the stored form will be shown, but when this is a displacement or relative address, the absolute value will be given, too. In the standard basic software the following utility programs are included: - editor the output of this (on disk) may be directly entered by operator command to the compiler. - copy several programs can copy (totally/selectively) disc- resident files to another disc or magnetic tape or vice-versa. - dump/load programs to copy from disc to disc, tape to tape, disc to tape or vice-versa. - debug programs to facilitate the debugging of programs. >a3 Hardware Diagnostics Verification and diagnostics programs are provided for each unit of the system. These include a self-check program for the CPU's, a central memory test program and disc unit test program. Programs for testing display units are also provided. >a2 Commissioning Performance Test A special software module, the load generator, is supplied for the RC853 Retrieval Terminal. This program is controlled from the keyboard, and has the ability to repeat, with variable frequency, a set of given enquiries. Similarly, a program is used to test the offered facilities. The capacity (througput) of enquiries that the system can handle without increasing the response time for the individual operator will be tested through the use of the load generator. The effect of a peak hour load above promised capacities will be illustrated. With a given fixed load of enquiries the response time for different categories of enquiries will be verified. The load generator produces load and response time averages automatically. A 72 hour test, during which the configuration will be reduced and brought back to normal by switching off and on individual equipment, will demonstrate the brilliant availability of the system. Finally, the facilities will all be proved working by the testing module in the RC853 Retrieval Terminal; besides during the tests, any enquiry may be entered via other RC853 Retrieval Terminal. >a3 DA Staff Training The successful usage of the DA system relies significantly on the capability of the DA staff. Therefore, the facilities available must be made well-known to all relevant personnel through a carefully designed training program. RC Computer offers education of instructors for the training of retrieval terminals operators, and suggests that the future DA supervisors be selected for this task, forming a user group during implementation. The user group will also be strongly involved in the creation of area/location, phonetization and synonym tables, and it is therefore desirable that the group has local DA experience. The preparation of local versions of operating guides, user oriented system description and documentation is dealt with by the group as well. A more detailed description of RC Computer's training program is given in chapter 3. >a2 Perspectives The high technological state of the present DA system facilities the incorporation of recent and coming developments within the telephony industry. If an Automatic Call Distribution (ACD) installation is integrated with the DA system, call transfer to a DA supervisor include the actual telephone connection. Furthermore, the supervisor may listen in parallel during monitoring of an operator. Any programmable ACD/PBX installation opens up the possibility of communicating with the caller's local exchange, provided it is programmable as well. Hence, dialling by the caller of an obtained reference number for an ex-directory listing may give the wanted connection. For a normal listing searched and found, the actual dialling of the number may be omitted and the connection established by the local exchange, receiving the wanted number from the DA system. A voice response unit, holding for each DA operator the recordings of all digits in her own voice, may take over the call, when a search results in a single listing, or the listing in question is pointed out by the operator, thus releasing her for new enquiries. The last human link in the DA system may be eliminated when the callers are supplied with telephones with alphanumeric push-buttons; the enquiries are typed directly from the caller's telephone, and the response may take any of the mentioned forms. Further development and integration of the DA system in the state-of-the-art telephony innovations thus permit the establishment of new services and applications the scope and consequences of which are limited only by human imagination. >a1 DATABASE GENERATION, MAINTENANCE, AND SECURITY >a2 Database Maintenance Two modes of update can be performed: i. Batch Mode A batch update of the database can be performed at least once per day and incorporates the bulk of directory update transactions occurring since the previous batch update. The time used for a batch update highly depends on the number of listings in the database. The time used to update a database containing 1 million listings is approximately 2.5 hours. ii. On-line Mode The on-line method of update employs interactive database update terminals and the facility is available to update any category of listing in the database and at any time during system operation excluding the batch update period. On-line update terminals require a appropriate password (Authorisation Code) before access to update facilities is made available. >a3 Batch Mode The batch update is performed overnight on one of the four RC8000s. This ensures no interruption of the normal information retrieval operation, because the other three RC8000 have enough capacity to do the retrieval job. The batch update program suite takes input from a magnetic tape generated by OTE. The form of the tape should generally speaking be of the following structure: - transaction type (i.e. cancellation, transfer, insertion, change of contents) - subscriber data in DAS subscriber file record format. Another input source is the total number of online subscriber updates made since the last batch update. The total amount of update transactions are checked against the newest version of the master packs. All rejects are filed and can be manipulated from an on-line update terminal. All legal transactions are executed by rewriting the resulting data to the oldest version of the master packs. Four copies of the master packs are generated ready to be used by the DA retrieval system. RC Computer will provide programs for bulk modification of telephone number ranges. The programs will be an extension to the batch update program suite. Exact details on their operation cannot be given at present, as it requires further analysis, which will be performed after contract awarding. >a3 On-line Mode RC Computer can support OTE with programs for on-line real time update of the database. From an on-line update terminal it is possible to - update all kind of subscriber listings and supplementary information. The update of subscriber listings will not be reflected in the search files, i.e. after cancellation of a subscriber from the subscriber file it is still possible to find the subscriber by a search enquiry. The on-line updates will be reflected in the search files at the next batch update. - update special name-lists. - control the access rights of the operators and the use of the display units. Each operator is attached to a group which are given some access rights. Similarly each operator position (Retrieval Terminal) is attached to a position usage group, which has been given some allowed operation types. zaqxxx >a1 kap1 >a1 kap2 >a2 afsnit 1 >np - maintain system tables for phonetization, synonymization, and area designations. The DA database maintenance section of the DA administration receives input to be dealt with from different sources: - error report from the batch update. - memos in the DA system concerning individual or missing subscriber, system tables, etc. - statistics. - experience from daily DA enquiry operation. - general information from external sources, i.e. individual subscribers, government offices, etc. >a2 Database generation The initial database is loaded from magnetic tapes delivered by OTE. The task is handled by the batch update program suite extended with a program that converts the data from OTE-format to batch update format. Special name lists and system tables must be created from an on-line update terminal. >a2 Database security RC provides facilities for - off-line back-up of the database. It is possible to have 25 versions of the two master packs. existing systems in operation have chosen to have 3 versions of master back-up packs. - availability of an uncorrupted database. It is possible to have 25 versions of the two copy packs. existing systems in operation have chosen to have 1 1/2 version of the copy packs. This ensures that it is possible quickly zawxxx to reestablish the retrieval system on half of the RC8000 with the next oldest database, if for some reason the just created database should be a bad one. RC Computer guarantees - unauthorised access to the database from an on-line update terminal is impossible. It is ensured by the use of authorization codes. - that the four central databases are equally updated with the incoming update transactions from the on-line update terminals. >a1 TRAINING This section describes the training offered by RC Computer. It is devided into two subsections: >in5 >sp1 >ti-2 -@training of the OTE DA operators. >sp1 >ti-2 -@training of the OTE technical personnel. >in-5 >a2 Training of the OTE DA operators In order to get a smooth switch from the old manual system to the new computerized system, RC Computer offers the construction of a very extensive training program. >sp2 This subsection includes: >sp1 >in5 >ti-2 -@the main principles of training of telephone operators, which RC Computer has derived from experience with earlier installations. >sp1 >ti-2 -@an estimate of the number of DA operators required to run the system 24 hours a day. >sp1 >ti-2 -@a definition of training personnel and qualifications required. >sp1 >ti-2 -@a preliminary outline of a training program based on the principles derived and the installation procedures suggested by OTE (chapter 4.d of C.B. 7312). >sp1 >ti-2 -@a training scheme based on the estimated number of DA opeartors. >sp1 >ti-2 -@training fees. >in-5 >a3 Main principles >in5 >ti-3 1.@The preparation of the training period and the construction of initial versions of the training material should be done by a training team consisting of a training manager, who is an expert on the new system and a liaison officer, who is an expert on the old system and the local conditions. The training team then in turn has to train some DA operators. These are then included in the training team, and the team makes revisions and translations of material. It plans in detail the DA operator training period. >sp2 >ti-3 2.@In the training period the DA operators of the training team acts as teachers under supervision of the liaison officer. The training manager will be attached as adviser and assist the liaison officer as much as needed. >sp2 >ti-3 3.@Theoretical training must >ul directly preceed on the job training. This is a fundamental experience of installations in Denmark. >in-5 >a4 Comments on principles A training program based on the above mentioned principles gives the most optimal training program seen from the users point of view, since: >in5 >sp2 >ti-3 1.@The OTE personnel in the training team gets a very extensive understanding of the operation of the system, while working on this project. Furthermore they are experts on the old system, all local conditions, and they are able to communicate in Greek. Therefore they will become the best teachers possible. >sp2 >ti-3 2.@The training program and the training material will correspond exactly to the prerequisites of the DA operators, since the OTE personnel in the team can supply the RC training manager with all the informations needed about the local conditions. >in-5 >a3 An estimate on number of personnel. In the following RC Computer presents an estimate on number of DA operators, group supervisors, room supervisors, general supervisors and special service operators needed to run the DA system in a 24 hour a day operation. >sp2 The estimates are calculated based on extensive experience with the operation of the DA system at Jutland Telephone Co. in Denmark. It includes factors as: treble shift, 4 weeks of vacation, corrections for illness, peak hour etc. >sp2 The DA system of Jutland Telephone Co. has been in operation since 1977, and their experience shows that the manning factor (i.e. the number of operators per position) should be 2.8 to ensure a 24 hour operation a day. >sp2 The estimated numbers are shown in the tables on the next page. >np >np >a3 Training personnel and qualifications. This is a description of the training personnel and the qualifications needed. >a4 The RC training manager The RC training manager is responsible of the training preparation and evaluation periods. During the training period in Greece he acts as adviser to the OTE liaison officer. He is an expert on the DA system and appointed by RC Computer. >a4 The OTE liaison officer The OTE liaison officer is responsible of the training period in Greece. During the preparation and evaluation periods he acts as adviser to the RC training manager. He is an expert on the old manual system and appointed by OTE. He must be able to supervise and plan the training. He should possess good teaching qualifications. >a4 The OTE teachers The OTE teachers do the actual teaching during the training period in Greece. Because the training has to be done in parallel in the different DIC's (except for Patra DIC), one OTE teacher from each DIC will be called OTE head of DIC. He is responsible of the training at his DIC. The OTE teachers are selected by OTE among the group supervisors. They must possess good teaching qualifications. >a3 Outline of a training program This is an outline of a training program for the training of the OTE DA personnel. The outline is constructed in accordance with the above presented principles and the installation procedures suggested by OTE. The outline consists of: >in5 >sp1 >ti-2 -@a training schedule. >sp1 >ti-2 -@a detailed description according to schedule. >in-5 >np >a4 Training schedule >np >a4 Detailed description Prior to the start of the training project the person, who is going to be appointed as RC training manager, is attached to the software development project and works out the part of the systems documentation, that is concerned with the operation of the system. It will be referred to as the User's manual rev.0. Persons mentioned in parantheses are the people actually performing activities. Installation date defines the day that the initial central site and the Patras DIC are ready for operation. STAGE@0:@PREPARATION@PERIOD. TIME@@@@@@@@@@@@@SUBJECT >in17 Creation of proposal for phonetic and area tables. (These are used by the DA system) Creation of app. 300 model enquiries that cover 90% of expected enquiries. (These are going to be used in the training material and as testing material). (OTE personnel under supervision of OTE liaison officer). Construction of general draft for initial training material. (RC training manager). >in-17 3 months OTE liaison officer studies the before User's manual rev.0 and the installation general draft for initial train- date ing material. RC training mana- ger prepares a training program for training of OTE liaison of- ficer. 2 months OTE liaison officer arrives in before Denmark. installation Training of OTE liaison officer. date (RC training manager) >in17 Construction of User's manual rev. 1. Construction of inital training material according to model enquiries and other informations that OTE liaison officer has brought with him. >sp0 Detailed planning of initial training of OTE teachers. (RC training manager and OTE liaison officer). >in-17 1/2 month INITIAL TRAINING IN DENMARK. before installation teachers: RC training manager date OTE liaison officer participants: OTE teachers material: Initial training ma- terial. Trial system. User's manual rev.1. outcome : Revisions for initi- al training material. Input for operator training material. Revisons for User's manual. Revisions for table and model enquiries. Input for system trim- ming. Installation OPERATOR TRAINING PREPARATION date participants: Training team. outcome : Operator training ma- terial. (revision of initial training ma- terial and translati- on into Greek). User's manual rev. 2 Operators Checkbook. Detailed operator training schedule. >np STAGE@1:@EXPERIMENTAL@PERIOD@OF@PATRAS TIME@@@@@@@@@@@@@SUBJECT 2 months CLASSROOM TRAINING (System introduction) after installation teachers: OTE liaison officer, date OTE teachers participants: Personnel of Patra DIC material: Operator training material, Operators checkbook User's manual rev.2 3 months ON THE JOB TRAINING after installation teachers: as above date participants: as above material: Operators checkbook User's manual rev.2 4 months FULL BLOWN PRODUCTION after installation date 5 months ACCEPTANCE OF PATRAS after installation date >np STAGE@2:@EXPERIMENTAL@PERIOD@ALL@OVER@GREECE TIME@@@@@@@@@@@@@SUBJECT 7 months INITIAL TRAINING IN ATHENS after installation teachers: OTE liaison officer, date OTE teachers participants: group supervisors that are going to be OTE teachers. material: Operator training material Operators checkbook User's manual rev.2 AT EACH DIC: 8 months OPERATOR TRAINING PREPARATION after installation participants: OTE head of DIC, date OTE teachers 9 months CLASS ROOM TRAINING (System introduction) after installation teachers: OTE head of DIC date OTE teachers participants: Personnel of DIC material: Operator training material Operators checkbook User's manual rev.2 10 months ON THE JOB TRAINING after installation teachers and participants as above date material: Operators checkbook User's manual rev.2 11 months FULL BLOWN PRODUCTION ALL OVER GREECE after installation date 12 months ACCEPTANCE ALL OVER GREECE after installation date STAGE@3:@EVALUATION@PERIOD TIME@@@@@@@@@@@@@SUBJECT 12 months The RC training manager, the OTE after liaison officer, the OTE head of installation DIC's review results of training date to enable revision and improvement of training schedule and material for later use by OTE, when train- ing starts in phase 2. 12 1/2 months after installation date >a3 Training scheme The training scheme shown below is based on the estimated number of personnel and the following principles: >in5 >ti-3 1.@A teacher (group supervisor) teaches his own group. (not achieveable in Patra) >sp0 >ti-3 2.@Each DIC has at least one teacher, that has been a member of the training team. >in-5 These principles are nessesary to get a smooth shift between the two systems. >a4 Denmark teachers@:@RC training manager OTE liaison officer pupils@@@:@@6 group supervisors from Athens @@2 group supervisors from Thessaloniki @@2 group supervisors from Patra @@4 group supervisors from other DIC's (one from each) total@@@@:@14 OTE teachers pupils/teacher ratio: 7.00 >a4 Patras DIC teachers@:@14 OTE teachers pupils@@@:@73 operators 7 group supervisors 3 general supervisors total@@@@:@83 pupils/teacher ratio: 5.93 >a4 Athens (initial training) teachers@:@12 OTE teachers (2 left in Patra) pupils@@@:@53 from Athens 12 from Thessaloniki 5 from Larissa 2 from Kavala 5 from Tripolis 2 from Heraklion total@@@@:@79 OTE teachers pupils/teacher ratio: 6.58 >a4 Athens DIC teachers@:@59 OTE teachers pupils@@@:583 operators 6 room supervisors 3 general supervisors 3 special service operators total@@@@:595 pupils/teacher ratio: 10.08 >a4 Thessaloniki DIC teachers@:@14 OTE teachers pupils@@@:149 operators 3 general supervisors total@@@@:152 pupils/teacher ratio: 10.86 >a4 Larissa DIC teachers@:@@6 OTE teachers pupils@@@:@59 operators 3 general supervisors total@@@@:@62 pupils/teacher ratio: 10.33 >a4 Kavala DIC teachers@:@@3 OTE teachers pupils@@@:@31 operators 3 general supervisors total@@@@:@34 pupils/teacher ratio: 11.33 >a4 Tripolis DIC teachers@:@@6 OTE teachers pupils@@@:@45 operators 3 general supervisors total@@@@:@48 pupils/teacher ratio: 8.00 >a4 Heraklion DIC teachers@:@@3 OTE teachers pupils@@@:@34 operators 3 general supervisors total@@@@:@37 pupils/teacher ratio: 12.33 >a3 Training fees The training fees are calculated according to the following formula: F = Vt * M + 348.200 (Dkr.) where >in5 >ti-5 Vt@=@the time used by RC training manager in advising during the training period measured in months. >ti-5 M@=@the monthly manrate for the service of a training manager. It is presently 54.000 Dkr. >in-5 The amount 348.200 Dkr. is a fixed price for the work done by the RC training manager during the preparation and evaluation periods. >a4 Estimation of training fees The training program has as one of its aims to minimize the need for assistance from the RC Computer during the training period, and thereby the costs for OTE for training of DA personnel. However, during the whole period of training in Greece, the RC training manager will be able to advise whenever needed or wanted. When estimating the fees for the training period experience shows, that a good estimate on time needed for advising is one week per month. Since the training period lasts 8 months, (stage 1: 3 months stage 2: 5 months) this will give 8 weeks used by RC training manager in advising or 2 months. Therefore a good estimate of the training fees is: F = 2 * 54.000 + 348.200 = 456.200 Dkr. It should be noted that the travelling, accomodation and subsistence costs for the OTE liaison officer and the OTE teachers of the training team are not included in the above calculated price. >a2 Training of the OTE technical personnel RC Computer hereby states to be willing to train the OTE technical personnel. Below RC Computer advises the requested informations of chapter 4.f of C.B. 7312. The informations are given per category. >a3 Number of required personnel >a4 Operators The operators operate the central site computers. RC Computer advises 4 operators, since 3 is needed to operate the computer 24 hours a day, and 1 is needed to substitute for illness, days off, holidays etc. >a4 Software programmers RC Computer offers the service of 2 software programmers in the 6 months of installation period as stated in chapter 10. RC Computer advises that OTE has 4 software programmers employed for the purpose of maintenance of the software. >a4 Hardware engineers RC Computer offers the service of 2 hardware engineers for the 6 months of installation period as stated in chapter 10. RC Computer advises that OTE has 4 hardware engineers employed for the purpose of maintenance of the hardware. >ne5 >a3 Trainees qualification level >a4 Operators The operators should have a general knowledge of the concepts of edp. It would be an advantage if they have some experience in operating a computer system. >a4 Software programmers The software programmers must have at least 1 year experience in programming a high level language. >a4 Hardware engineers The hardware engineers must have an engineers degree with computer electronics as their expertise. >a3 Training program RC Computer will advise a training program consisting of two parts for each category: >in5 >ti-3 a.@Theoretical training according to standard courses from our education centre. >ti-3 b.@Practical on the job training during the experimental period of Patra. >in-5 The theoretical training can take place at our education centre in Copenhagen or if wanted in Greece. The theoretical courses are given twice a year at our education centre. >a4 Operators The theoretical training program offered by RC Computer is: >in5 >ti-3 1.@Operating the RC8000 Computer. >ti-3 2.@The RC8000 operating system "S". >in-5 These courses give the operators the needed theoretical background for operating the central site RC8000 computer system. During the practical on the job training the operators will be assigned to our experts and follow them in their work and then gradually take over the job under supervision of the experts. >a4 Software programmers The 4 OTE software programmers should be divided into two groups. One group with responsibility of the RC8000 central site software (ALGOL programs) and one group with responsibility of the RC3502 front end/remote end software (PASCAL80 programs). The groups should consist of two persons each. The theoretical training program offered by RC Computer is: Group I : RC8000 software >in5 >ti-3 1.@The RC8000 fileprocessor (used for running ALGOL programs) >ti-3 2.@ALGOL programming a. >ti-3 3.@ALGOL programming a - job training. >ti-3 4.@ALGOL programming b. >ti-3 5.@ALGOL programming b - job training. >in-5 Group II : RC3502 Software >in5 >ti-3 1.@Programming the RC3502 front end/remote end processor. >ti-3 2.@PASCAL80 programming a. >ti-3 3.@PASCAL80 programming a - job training. >ti-3 4.@PASCAL80 programming b. >ti-3 5.@PASCAL80 programming b - job training. >in-5 This training program gives the theoretical background for maintaining the software of the DA system. During the practical on the job training the OTE programmers are assigned to the RC programmers and follow them in their work and then gradually take over the job under supervision of the RC programmers. >a4 Hardware engineers The OTE hardware engineers should be divided into two groups. One group being responsible for the RC3600 front end and the RC3502 front end/remote end hardware and one group being responsible of the RC8000 hardware. Each group should consist of two persons. The theoretical training program offered by RC Computer is: Group I : RC3600/RC3500 hardware >in5 >ti-3 1.@RC3600 System (introduction). >ti-3 2.@RC3600 Central processor. >ti-3 3.@RC3600 Inter processor channel. >ti-3 4.@RC3600 Peripheral devices. >ti-3 5.@RC3502 System (introduction) >ti-3 6.@RC3502 Central processor. >ti-3 7.@RC3502 Communications. >ti-3 8.@RC853 Display terminal. >in-5 Group II : RC8000 hardware. >in5 >ti-3 1.@RC3600 System (introduction) >ti-3 2.@RC8000 System 1 (introduction) >ti-3 3.@RC8000 Central processor >ti-3 4.@RC8000 Memory >ti-3 5.@RC8000 Front end Processor Adapter >ti-3 6.@RC8000 Disc unit >ti-3 7.@RC8000 System 2 >in-5 These courses give the theoretical background for maintaining the hardware of the DA system. During the practical on the job training the OTE hardware engineers are assigned to the RC hardware engineers and follow them in their work and then gradually take over the job under supervision of the RC hardware engineers. >a3 Duration of training. >a4 Operators Theoretical:@@2@week >sp0 Practical@@:@@3@months >a4 Software programmers Theoretical:@@5@weeks (group I) 6 weeks (group II) >sp0 Practical@@:@@3@months >a4 Hardware engineers Theoretical:@@3.5@months (group I) 3@@@months (group II) >sp0 Practical@@:@@3@months >a3 Training fees The practical on the job training is free for all categories. Below are listed the fees for theoretical training. Two prices are given. The price for courses given in Denmark and the price for courses given in Greece. The price for courses given in Denmark does not include travelling, accomodation and subsistence costs for the OTE personnel. >a4 Operators In Denmark:@24.000 Dkr. In Greece:@@@46.500 Dkr. >a4 Software programmers In Denmark:@@@@@@@@@@@@@In Greece: >sp0 Group@I@@@:@@24.000@Dkr.@@@@@@@@@@@@@@158.800@Dkr. >sp0 Group@II@@:@@26.000@Dkr.@@@@@@@@@@@@@@183.000@Dkr. >a4 Hardware engineers In Denmark:@@@@@@@@@@@@@In Greece: >sp0 Group@I@@@:@@81.200@Dkr.@@@@@@@@@@@@@@558.400@Dkr. >sp0 Group@II@@:@@63.000@Dkr.@@@@@@@@@@@@@@450.300@Dkr. >a4 Total fees In Denmark:@218.200 Dkr.@In Greece:@1.397.000 Dkr. >a1 MAINTENANCE AND SOFTWARE SUPPORT >a2 General To provide maintenance and software support for the DA system in such a way that the performance objectives, system facilities, and traffic handling capabilities as specified in the schedule are achieved a support organization within Greece must be established. This chapter will describe a proposal to the structure of the organization, the main tasks performed, the types of components to handle and the relationships to the customer i.e. OTE and to the manufacturer i.e. RC Computer. It is asumed that before final decisions about such serious topics negotiations have taken place to bring into agreement the demand of the customer and the abilities of the supplier. It is thus the intention of this chapter to point out topics of major concern to be further negotiated and to state the information available at the present level of knowledge of the system. As seen, the description does not assume that any specific party is running the organization. That decision is left to the customer entirely. >a2 Maintenance and Support Organization The organization established will due to various types of support and maintenance requested for in the schedule carry out the tasks further described in section 4.3. It is proposed that the technical organization is established as a central office close to the main installation at OTE in Athens. >a3 Management and Responsibilities It is the responsibility of the manager of the technical organization (Service Manager) to maintain an operational relationship to the customer and the manufacturer as well as potential suppliers of relevant spare parts. The Service Manager is the main responsible person to OTE. This person shall take care of all negotiations concerning maintenance charges, rate regulations and methods, criteria and intervals for re-negotiations af above mentioned topics. At the same time the Service Manager will negotiate agreements on the supply of spare parts and agreements concerning availability of technical expertise outside Greece. >a3 Technical Staff At the central installations site in Athens the technical organization is established. Maintenance at the central installation and the DIC in Athens thus can be carried out almost immediately. The DICs outside Athens are served by on-call service. By centralizing the technical staff and the sufficient store of spare parts that necessarily must be at the technicians' immediate reach, the need for stocking as well as for service technicians is minimized. As well as easing the organizing of educational program the centralized body minimizes the task of coordinating the work of the technical organization. Due to the concept of total system duality even in the smallest of the remote DICs, the capacity at these never will drop below 50% in case of fault on one of the remote concentrators. Experience from other installations shows that even in cases where teleadministrations require 24 hours service it is normally sufficient to run the daily maintenance on a two shift basis from 8 a.m. to 4 p.m. and 4 p.m. to 10 p.m. Faults occurring during the night will in most cases be permissible to repair the following morning. The results of these experiences combined with the mentioned total duality principle and the inherent reliability of the the proposed equipment implies the success of this central site model for the technical staff. The necessary number of maintenance engineers is estimated to 10 and per each extra 60 RC853 Retrieval Terminals one extra engineer should be employed. In addition to the maintenance engineers a central staff should be employed to carry out administrative tasks and run the central repair facility that carry out the proper repairs. Below are listed the major areas of responsibilities and tasks to be carried out by the service manager and his central staff: - co-ordinate the work of the organization - train the maintenance engineers - negotiate on regular basis maintenance charges with OTE - take care of general relations to OTE - take care of relations to RC Computer - establish maintenance policy - establish spare parts policy - run repair facilities - run spare parts store - control distribution of changes to software and hardware - take care of reporting - work out fault statistics The description of internal organisation of the central staff is beyond the scope of this proposal. The personnel required to carry out the above mentioned duties is estimated to: - one service manager - two maintenance engineers - two clerks It is emphasized that this amount of personnel is in addition to the personnel required for normal on-site tasks. >a2 Main Tasks The main tasks performed by the maintenance organization may be divided into five categories. These categories are: - preventive maintenance - corrective maintenance - repair - replacement - refurbishing The first category has the purpose as the name indicates to minimize the fault-frequency whereas the remaining four categories describe the actions taken when faults have been reported. In the following a description in a little more detail is given for each category. >a3 Preventive Maintenance The purpose of preventive maintenance is to a reasonable extent preventing faults from occurring. When observing MTBF figures for data-processing systems it is experienced that the kinds of equipment containing moving parts are much more prone to faults than equipment only containing non-movable components. Common experience tells that without preventive maintenance for equipment containing moving parts they will show MTBF figures up to an order of magnitude less the others. It is the experience of RC Computer that performing a preventive maintenance program for the type of equipment mentioned the MTBF figures tend to reach equal levels. The program comprises activities such as: - adjusting - cleaning - lubricating - observing - replacing As the number of different types of equipment is rather limited and the effect considerable it is strongly recommended to adopt a scheme of preventive maintenance as shown on fig. 4.1. To assist in the preventive maintenance the variety of test programs for peripheral equipment developed by RC Computer is available and may be incorporated when detailed preventive maintenance schemes are worked out. >np >fg >np zamxxx >a1 kap3 >a1 kap4 >a2 1 >a2 2 >a2 3 >a2 4 >a3 1 >a3 Corrective Maintenance This activity comprises the introduction of corrections to both hardware and software systems. Software corrections will include introduction of new versions or releases, corrections of faults or inexpediencies, and optimizations. Hardware corrections will be exchange of weak components, correction of design faults (i.e. field changes orders), and general improvements. The time of introduction for these corrections will be on demand, in case of faults or in connection with preventive maintenance or other maintenance activity. >a3 Repair This activity comprises the exchange of faulty components of sub-assemblies exchanged in faulty systems. It is assumed that all repair activities take place at the central repair facilities. The reason for that attitude is that it is the best solution from both a technical and economical point of view. For that reason it is only necessary to stock spare parts on component level at one particular place. >a3 Replacement This form of correction is the preferred and recommended way of correcting faulty systems. It has the two advantages of preserving low down-time and it imposes modest demands on the on-called engineer. Prerequisites to this technique is a well assorted amount of spare parts i.e. sub-assemblies at the system location to enable the maintenance engineer to keep the system running on optimal capability and, if this is impossible, at least with only reduced performance over a period of time. Replaced sub-assemblies are shipped to central repair-facilities for repair. >a3 Refurbishing As the expected operational life of the system is 12 years some of the system components will most likely considerably contribute to the degradation of the systems performance if they are not exposed to refurbishing in addition to the regular preventive maintenance. Refurbishing may be carried in two ways: - forced refurbishing by exceeding a predetermined time limit - refurbishing in connection with reaction to the first reported fault after the time limit has been exceeded The units which should be exposed to refurbarehing are: - printers - magnetic tape stations - disc drives - display terminals For magnetic stations and disc drives the expected time for refurbishing will probably be around 5 years after expiration of the warranty period depending on operational hours expired. For printers and display terminals the point of refurbishing is much less predictable as the wear depends of the use of the equipment and also the way of using it. This means for example concerning the printers that positions to the left on the paper normally are used much more extensively than the remaining positions. >a2 Spare Parts As mentioned previously it is recommended that the technical staff is centralized in Athens. To carry out the expected duties the on-called engineer shall carry with him to a variety of spare parts which enables him to correct by replacement the occurring faults. >a3 Sub-assemblies Under the assumption that repair will only take place at one central location and that the way of correcting on-site is by replacing faulty sub-assemblies the engineer must carry with him a set of sub-assemblies which at minimum corresponds to the most vital parts of the system under consideration. For information purpose a survey of maintenance tools and materials is added as fig. 4.2 indicates. Furthermore an off-line exerciser is needed. When ordinary measuring aids such as meters are added the list comprises a sufficient amount of test gear. >np >fg >np >a3 Components As the repair is carried out by the central service facilities it is recommended that this facility holds components corresponding to at minimum two examples of each used sub-assembly and for the repair of received faulty sub-assemblies the component store always should contain in addition hereto components corresponding to 5 - 10 % of the components in use. Components with long lead times though should be stored in greater numbers than the above mentioned. >a3 Consumerable Goods A certain category of spare parts is the so-called consumerable goods. As they are essential to the systm and all the time must be supplied the user must provide for a sufficient amount of these items, typical are: - printer ribbon - printer paper - magnetic tape - disc packs After the ultimate estimations of output and storing requirements have been worked through it should be negotiated which amount of consumerable goods is needed to satisfy the requirements of the system. As all types of consumerable goods indicated above are of standard types the administration is not restricted to buy these goods from the manufacturer of the DA system but has the opportunity to decide if alternative suppliers should be taken into consideration. >a2 Reporting The name "reporting" covers all aspects of paper work concerning the treatment of reported faults of the DA system. It is recommended that a very firm procedure for the handling and processing of fault documentation is established. To ensure an equal optimal maintenance standard throughout the system and for all types and levels of users it it necessary that all local fault notifications are forwarded to central site, when proper local action has been taken. The service organization must also receive a copy of all fault reports containing a description of the fault notification and the subsequent action taken. On the basis hereof it is possible to work out statistics covering the performance of the system and to verify the expected turn-around time for replacement. >a2 Manufacturer's Support On special occasions it may be necessary to request for the support of the manufacturer either in the case of the need for persons with specialist technical expertise that are not available in Greece or when need arises for urgently required spare parts. RC Computer will provide efficient support in these cases. >a3 Technical Expertise It is recommended that in conjunction with the agreement on the delivery of the DA system a separate agreement is made with respect to external expertise support. This agreement should comprise: - a description of the obligations of both parties - the procedure of communication in such cases - terms of payment - intervals of re-negotiations - definitions of transport time, idle time, work time, and the related payment. >a3 External Supply of Spare Parts Occasionally OTE will require spare parts which are not kept in stock inside Greece. RC Computer will offer an arrangement based on the principle as for sub-assemblies (i.e. PCBs) RC Computer will maintain stocks on all used sub-assemblies which can be utilized on an exchange basis by e.g. telex notification. The intention is to offer for all items a firm exchange charge per sub-assembly. This information will facilitate the decision in Greece in any specific situation if the best solution is to exchange items or to repair the faulty item on the component level. Concerning the delivery time it is supposed that it covers the time span from telex notification until delivery at the central repair facilities in Greece exclusive customs handling time. >a2 Software Maintenance >a3 DA maintenance RC Computer employs a highly qualified and very experienced department for the only purpose of developing, implementing, and continously improving the already successful DA system. The expertise gained and further developing will also be exploited in correcting errors that unexpectedly might turn up either at customer installation or at RC Computer. The development of the system will also result in new facilities either for incorporating new possibilities or for improving the efficiency of the system. These facilities will be offered zaixxx to OTE when designed or implemented. The rapid development of technology also continously opens new opportunities to the benefit of the development of the system. RC Computer will to the utmost exploit these opportunities, and the DA department is paying great attention to this very aspect. As soon as new facilities of the DA system apply new technical inventions they will be brought to OTE's attention, and will be offered for OTE's use. >a3 Basic Software Maintenance As a part of RC Computer's basic organisation a Basic Software Department is employed for the only purpose of developing and supporting the basic software of RC Computer. This department immediately responds to errors that might be found in the well-proven basic software, or to inaccuracies in the extensive and easily read documentation. If OTE might want new facilities in the basic software this department will be able to implement them. >a2 Software Support Besides the continous developing of the DA system as mentioned the DA department of RC Computer contains a special ever alert Task Force with the only purpose of immediate trouble shooting at the request of the customer. This problem-solving group consists of only the very most experienced and qualified persons, whose special job is immediately to solve serious problems that the customer might encounter. >a1 INSTALLATION AND SITE PREPARATION >a2 General RC presumes that OTE will provide the necessary requirements at each installation site. These requirements include air conditioning, power supply, lighting, and false flooring. False flooring is not a necessity to RC-equipment but it enables nice installation and easy distribution of air-conditioning and cabling. RC will as specified in the schedule supply cables from - equipment to power switchboard - equipment to modems - equipment to peripheral devices and the equipment interconnections. The above statements is made under the assumption that maximum cable length is less than 25 m. >a2 Installation engineer RC will throughout the first 6 months of the implementation period permanently make available a highly qualified installation engineer at OTE's disposal for the expense of RC. His responsibility includes participation in site preparation, installation, and training of OTE personnel in the same activities. Further use and training is subject to negotiations, if OTE is not interested in taking over these activites after the first 6 months of implementation. >a2 Progress Report The installation engineer will during his stay in Greece participate in the requested reporting and solely or in cooperation with others as one of his first tasks work out the detailed installation plan. zaexxx >a1 kap5 >a2 1 >a2 2 >a2 3 >a2 Installation information To facilitate the site preparation all topics listed under section 5.5 of the schedule are separately answered. It should be noted that the answers are considered general in the sense that the answers express the attitude to all equipment offered byRC Computer. RC Computer's general attitude concerning installation is covered by the contents of the RC8000 Installation Manual. This manual is added as appendix to the proposal. In the following, some important topics are treated. For further information consult Installation Manual. >ul Ceiling height: >sp0 Normal ceiling height (approx. 2 m) is sufficient. Observe the dimensional sketches in the Installation Manual, when reducing the useable height by the introduction of false flooring and air-conditioning equipment. >ul Storage requirement for magnetic materials: >sp0 The environmental conditions for magnetic tape and disc packs is Temperature interval:@@@@@@@@@@@@@@@@10 - 40@@C >sp0 Relative humidity:@@@@@@@@@@@@@@@@@@@20 - 80% non condensating Materials must not be exposed to direct sunlight. In any way conform to the specifications of the supplier of storage media. >ul Power Requirements: >sp0 Power requirements are listed in the IM. >ul Heat Generation: >sp0 Please consult Data Sheets appendiced. section 6 and 9. >ul Recommended method of cooling: >sp0 As each unit will provide the necessary air-circulation inside the equipment itself the only demand to the customer is to zarxxx install, if necessary, suitable air-conditioning equipment to keep ambient temperature and humidity within the limits specified in Installation Manual. >ul Exceeding recommended environmental conditions: >sp0 When exceeding the specified environmental conditions a degration of performance should be expected. Most serious will exceeding the upper temperature limits appear, as aperiodic faults on disc storage may appear. Further increase of temperature may cause damage of equipment. >ul Earthing requirements: >sp0 The switchboard supplied by OTE must include protective ground which is connected to the metal covering of the equipment to guard the operators in case of earth fault conditions. >ul Restrictions on layout: >sp0 Maximum allowable distances between units, please refer to Installation Manual. >ul Dust particle constraints: >sp0 It is imperative that the presence of dust particles in the computer room is kept at an absolute minimum, as dust has a destructive effect on data equipment and media. If air-conditioning or other fresh-air supplying equipment is installed, care must be taken that sufficient filtering is provided. The recommended filter efficiency is 90% for particles of 3 microns and smaller 60% for particles of 0.5 microns and smaller To keep the generation of dust at minimum printers should be installed in separate rooms and it must be avoided that the printer room is part of the air circulation loop of the computer room. >a1 ELECTRICAL AND ENVIRONMENTAL REQUIREMENTS >a2 Power Supply It is essential that the power is supplied directly from the main switchboard of the building to a computer switchboard, which has to be installed in or near the computer room. >ul The power supply has to be a dedicated line only used by >ul the computer equipment, and has to be kept away of exposure by any powerful electrical induction. Therefore, separate supply lines have to be planned for general purpose outlets, air conditioning, and other equipment. One RC8000 computer system is supplied from one 3-phase power-outlet installed within 6 metres of the central processing unit of the computer. All peripherals, excepting detached disc drives and lineprinters, are supplied via the system power supply. The detached disc drives are connected in groups of three to separate 3-phase power-outlets. Also the lineprinters need separate power-outlets, but one phase only. For further details consult Installation Manual, appendiced. >a2 Equipment Ground The ground wire for the computer must be run from the neutral point of the main switchboard of the building to the power-outlets in the computer area, or preferably to the frame of the computer itself. The ground wire must be insulated and is not allowed to make electrical contact with any conductive part of the building on its way to the computer. The cross-sectional area of the ground wire must be equal to or larger than that of the active conductors. >ul It is not allowed to use the equipment ground for any other purpose. For further details consult Installation Manual, appendiced. >a2 Environmental Conditions A computer system will generate heat and at the same time it will require that the ambient temperature and the air humidity are kept within certain limits. In order to obtain the required conditions it is in most cases necessary to install an air conditioning system. Specified details concerning sunlight and lighting, air purity, vibration, static electricity, and cleaning are to be found in the Installation Manual, appendiced. zatxxx >a1 LIST OF COMPLIANCE This chapter contains point to point answers to the technical requirements of OTE. >a2 Purpose RC Computer confirms that the system offered: a) >sp0 Meets all needs for Directory Inquiries in a DIC in accordance with the specifications received with OTE's "Call for Bids" number 7312. b) >sp0 Allows all operator positions to service all types of Directory Inquiry calls, as stated in the specifications. c) >sp0 Will improve the service rendered to the public by faster and more accurate information, and will solve problems that are not possible to solve with a manual system. d) >sp0 will eliminate the supply of daily up-dated printed information for the DICs. e) >sp0 Will greatly facilitate the work of the directory inquiry operators. >a2 Directory Inquiry Centers (DICs) Each inquiry position in each of the 7 DICs can handle inquiries about subscribers anywhere in the whole country. An inquiry position will be equipped with a terminal unit (keyboard and display) for on-line communication with the computer system. This will enable the operator to key in the inquiry which will be transmitted to the computer. A search will be made through the files held on magnetic discs and the selected subscriber details will be ▶EOF◀