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May 10, 2017UNIVERSITY OF OREGONTECHNOLOGY AND INFORMATION SERVICESCHARTERPartner Units:Information Services and UO Libraries in Collaboration with Office of the VicePresident for Research and Innovation and UO CommunicationsEXECUTIVE SUMMARY and PREAMBLEThe University of Oregon is a comprehensive public research university committed to exceptionalteaching, discovery, and service. We strive for excellence in teaching, research, artistic expression, andin the generation, dissemination, preservation, and application of knowledge, which is core to themission of a public research university. The University’s technology and information services are centralto advancing these missions, research and academics.In support of these key missions, the Board of Trustees (BOT) in conjunction with the UniversityPresident challenged the University to create and implement a vision to improve technology informationservices by utilizing resources strategically in a more effective and efficient manner. As a result, theUniversity is in the process of implementing the IT Strategic process as presented to the BOT on March4, 2016. This Charter will help guide these efforts and evolve as information is collected and plansdeveloped as part of the IT Strategic process.This Charter documents the portfolios held by the University of Oregon's central information technology(IT) units, Information Services (IS), and the UO Libraries along with Office of the Vice President forResearch and Innovation (OVPRI) and University communications. IS and the UO Libraries have beenrecognized by the University as central units leading, managing, and providing major components of theUniversity’s information technology (IT) infrastructure and services.The roles of these central IT units will evolve as the Charter develops and the IT Strategic processadvances. Existing IT Services, including services of the research mission, will continue to be provided toacademic and administrative units including SLAs, MOUs and/or budgetary commitments currently inplace. The scope of services must fit within the college’s current scope of normal services. Staffing andIT resources will need to be continually assessed as new faculty are hired and additional needs areidentified to ensure IT staffing is able to provide services effectively.As part of a strategic change to improve effectiveness and gain efficiencies, many decentralized ITfunctions and operations throughout the University will be reorganized to report centrally to either IS,the Libraries, or the OVPRI. This Charter serves as a foundation upon which the central IT units can worktoward better meeting institutional IT goals and objectives. In some cases, employees or work teamsmay not clearly fall under the umbrella of IS, the Libraries, or OVPRI. In these situations, a determinationmust be made. As the process of implementing Transform IT proceeds, these situations will be identifiedand assessed. Initial decisions will be reviewed and made by the IT Steering Committee (ITSC). After theITSC reviews roles, functions, and strategy related to the function being performed, it will make arecommendation to the Provost on whether that person or work team will be included in Transform IT.1

May 10, 2017In the Charter, IS retains its existing IT leadership role and portfolio which includes the provision ofcentral IT strategic planning; technology infrastructure services; enterprise infrastructure services;information security; identity and access management; and application management, development, andintegration. IS will take on new duties associated with consolidation of IT infrastructure and servicesnow distributed in the colleges and schools, and consolidation of technology support services ("IT HelpDesks"). New IS responsibilities will also include management and operation of the campus’ opencomputer labs, academic computer labs, and specialized computer labs. Due to its deep integration ofonline education and proctoring services, as well as discipline-specific data management support andservices, an exception to this rule is the Social Sciences Instructional Lab (SSIL), which will be placed intothe Libraries' portfolio.The Libraries retains its existing functions and resources associated with providing leadership, support,and services for users of the library technology and academic technology functions, including: librarysystems and platforms; digital collections, scholarship, and publishing; research data services; andeducational technology services. Systems and services managed by the Libraries directly supportstudents, faculty, and staff, and enable them to successfully engage in and complete mission-criticalacademic pursuits (I.e., teaching, learning, research), and/or support the creation, management, andcuration of digital collections and exhibits. To a lesser extent, the Libraries also supports the University’spublic-good mission in the services provided to and the engagement with the surrounding community.The Libraries will relinquish to IS oversight and management of open computer labs in the EMU andMcKenzie Hall, but in return will assume responsibilities related to the Social Sciences Instructional Lab(SSIL).Other technology-intensive central units, such as the Office of the Vice President for Research andInnovation (OVPRI), and UO Communications (UComm), are included in this document for context buttheir roles and exact divisions will be discussed in more detail in the future. See Collaboration below.OVPRI units with grant and gift funding are outside the scope of this charter. Selected technology andinformation services fall outside of the IT central units. For example, BOA Banner training is a specificcentralized training currently administered by the appropriate central unit.Three IT areas, web applications development; storage; and library technology infrastructure andsupport could require collaborative partnerships between two or more of the central IT units. The goalis to eliminate redundancy and/or enhance collaborative efforts to create efficient and effectiveutilization of resources. For example, selected web services and developers will function as acollaborative group for the central IT units, and storage is often a shared resource not specificallyadministered by a single central IT unit.2

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May 10, 2017UNIVERSITY OF OREGONTECHNOLOGY AND INFORMATIONSERVICESCHARTERPartner Units:Information Services and UO Library in Collaboration with Office of the VicePresident for Research and Innovation and University CommunicationsThe detailed information technology (IT) role, scope, and responsibilities of Information Services (IS),Research and UO Libraries are described in this Charter. While each unit is primarily responsible for theservices and functions listed below, all units are responsible for working together, when applicable, todeliver such services to the University of Oregon.The University of Oregon’s information technology and services are comprised of widely fragmentedresponsibilities and service expectations that are largely undefined. IT spending requires furtheralignment with strategic goals and long-term efficiency. This landscape also creates an IT structure thatis more reactive then proactive, creating deferred maintenance and diminished skillsets. Streamliningfragmented IT services will lead to an optimized organizational support structure and expenditures bychanging current services to better balance hardware, software, service and IT staff to align with theUniversity’s strategic goals. In summary, this process requires prioritizing University needs and shiftingaway from fragmented, underfunded and over-promised services.PrinciplesIn centralizing IT service providers on campus, we will rebalance and centralize services and support tothe IT central units, a structure meant to improve both collaboration and the use of strategic resources.UO Libraries is responsible for academic and instructional technology; Information Services isresponsible for technology infrastructure, business, and administrative technologies. IS and the Librarieswill support the R1 research mission, inclusive of providing research faculty support in the academicunits and will do so in coordination with the OVPRI. Communications will continue their movement toimprove and coordinate the university messaging and story. Working closely together as partners, theunits will work collaboratively to identify service owners; partner such that each unit and its staff can contribute their respective strengths to the overallservice delivery; support each other in ensuring that these services are delivered in the best way possible to ourconstituents; work together to identify and utilize cross-functional resource teams where appropriate to provideservices across domain areas.GoalsThe goal is to align IT resources to better support the University of Oregon's strategic academic andresearch goals and missions. The result will be more efficient, coordinated and collaborative services. Toachieve this goal, we will coordinate capital and operational expenditures to ensure appropriate4

May 10, 2017planning and long-term funding. We also aim to improve the coordination of IT staff skill-sets anddeployment of personnel to provide strategically balanced support and key services in a timely andefficient manner.Administrative FunctionsEach central service provider will be responsible for their own administrative functions and staffingrelated to: management and general operations responsibilities (HR management, financial planning, projectmanagement and resource allocation, vendor contract management, procurement and inventorymanagement, etc.) for their respective domain areas;staff affiliated with these functions (including administrative, clerical, and support)unit-level policy development, dissemination, and application;IT training, communications and publications including user documentation and generalinformational publications and related staff;space and facilities service requests; work orders for associated space on campus.Accessibility: Units will conduct accessibility testing and provide accessibility-related solutions forapplications, websites, and other interfaces as appropriate in respective domains.Living Document and Regular Review: This Agreement is subject to review every two years, withmutually agreed upon updates and modifications. The review provides an opportunity for partner unitsto refine the Agreement as needed to reflect current goals, objectives, and management strategies.Changes may be requested outside the two-year review cycle. The request for change should be specificto the current or proposed service and sponsored by the requester’s department head. The proposingdepartment will send a detailed request, justification, and expected service improvement to the CIO andDean of Libraries for consideration. Changes will then be presented to the IT Steering Committee forapproval and recommendation to the Provost.CONTENTSI.II.III.Information ServicesUO LibrariesUO Libraries / IS Collaborationspp. 6- 9pp. 9-12pp. 12-13Technology-Intensive Central UnitsIV.V.Office of Vice President for Research & InnovationUO Communicationspp. 13pp. 145

May 10, 2017I.Information ServicesFunctions and resources associated with providing general support for the institution that is notspecific to teaching and learning, scholarship or research applications. Generally, services included inthis domain are intended to be used by any user (faculty, students, and staff).1. Institutional technology planning and strategy2. Technology policy development, dissemination, and application (working closely with IT SteeringCommittee, central administration, general counsel, registrar, UO Libraries, and OVPRI)3. Executive IT support4. Centralized desktop/endpoint computing (including technical support, analysis, and consulting)5. Hardware and software to support desktop/endpoint computing (including desktop applicationsfor information security (e.g. anti-malware, virus detection, anti-phishing, etc.)6. User support services (including support center and/or help desk and/or knowledge base/self-helptools)7. Computer installation8. Departmental computing support9. Technology research and development specific to this domain areaExclusions:1. Library desktop/endpoint computing management; library hardware/software support; libraryuser-support services; library computer installations; and support for the library domain.A. Technology Infrastructure et2 network servicesWire and cable infrastructure for data, voice and/or video networksCampus data networkWireless networkRemote access (VPN)Commodity InternetNetwork management (including capacity planning, performance monitoring, changemanagement, etc.)IPv6Unified communications and collaborationTelephone Services (VoIP or conventional)Session Initiation Protocol (SIP) trunkingVoicemailCellular and paging servicesTelecommunications (consulting, design)Cable TV6

May 10, 201716. Network, phone, and cable TV delivery and operation in residence halls in conjunction withUniversity Housing17. Digital signage software server (Four Winds)18. Digital signage (training, user support)19. Digital signage hardware (training, user support)20. E-mail for faculty, staff, or students21. Calendaring22. Video and web conferencing23. Infrastructure for communication and collaboration technologies (e.g. Listserv, SharePoint,shared web browsing, Google Docs, MS OneDrive)24. General academic and open computer labsExclusions:1. Specialized public labs (visualization labs, makerspaces, data support labs, GIS labs, etc.) thatprovide academic technology services for all UO constituents. – See II. UO Libraries2. Specialized support centers and facilities (e.g. audio preservation, digitization labs, orfacilities that support the use of specialized hardwa