...
- RA IT/Data WG
- Data – Bib/Hol/Item Loaded
- Data WG/LSIS
- Permissions – Roles for ERM and permission sets
- ERM IT/Permissions WG
- Reporting – Prioritize reports for go-liveComplete ARC replacement search and write report
- Reporting WG
- Reporting – Gap analysis local reports needed vs. reports FOLIO offersContinue building reporting inventory with ITs
- Reporting WG/ERM IT, RA IT, MM IT, RM IT
...
- ERM training completed
- ERM IT/Doc+Training WG
- Permissions – ERM staff assigned permissions
- ERM IT/Permissions WG
- FOLIO production instance in use for ERM
- ERM IT
- Data - Users Loaded
- Data WG/LSIS
- Data - Organizations (Vendors) Data Analysis/Mapping
- ERM IT/Data WG
- Configuration - Organizations, Acquisitions Units
- RM IT/Configuration WG
- Permissions – Roles for MM and permission sets
- MM IT/Permissions WG
- Reporting – Report on ARC replacement submitted
- Reporting WG
- Reporting – Continue building reporting inventory with MMIT, prioritize reports for go-live
- Reporting WG/MM IT
August 2020
- Workflows - 80% of functional requirements documented
- ERM IT, RA IT, MM IT, RM IT/Workflows WG
- Configuration - Finances, Invoices, Orders
- RM IT, Configuration
- Data – Loans, Fees/Fines Data Analysis/Mapping
- RA IT, Data WG
- Data – Organizations (Vendors) Data Loaded
- Data WG/LSIS
- Gap Analysis – Requirements in Duke Jira vs. Goldenrod
- LSIS/All project teams
- Permissions – MM staff assigned permissions
- MM IT/Permission WG
- Reporting – Generate reports resulting from gap analysisPhase 1: Gap analysis local reports needed vs. reports FOLIO offers
- Reporting WG
- Reporting – Deploy ARC replacement
- Reporting WG
- Retrospective - ERM Implementation
...
- LDP staff interface launched
- Data – Finances (Budgets) Data Analysis/Mapping
- RM IT/Data WG
- Data – Loans, Fines/Fees Loaded
- Data WG/LSIS
- Permissions – Roles for RA and permission sets
- RA IT/Permissions WG
- Reporting – Begin deploying required Select Phase 1 report team, train team, and begin deploying Phase 1 reports
- Reporting WG/Phase 1 stakeholders (RAIT?)
October 2020
- Configuration - Service Points,
- RA/Configuration WG
- Data – Orders/Invoices Data Analysis/Mapping
- RM IT/Data WG
- Data – Finances Loaded
- Data WG/LSIS
- Gap Analysis – Requirements in Duke Jira vs. Honeysuckle
- LSIS/All project teams
- Permissions – RA staff assigned permissions
- RA IT/Permissions WG
...
- RA integrations complete
- Reporting – Custom tables creation completed, all reports loaded into ARC replacement
- RA Circulation Rules 50% complete
- RA IT/Configuration WG
...
- Permission sets for all roles
- Reporting – Generate reports resulting from gap analysis completedReporting – Deployment of required FOLIO queries on ARC replacmenttraining and end user testing begins
April 2021
- Decision Checkpoint #2
- Testing scenarios written in Xray
- Gap Analysis – Requirements in Duke Jira vs. Juniper
- RA Circulation Rules complete
- RA IT/Configuration WG
...
- Final training
- Go Live!
August 2021
- Bug FixingReporting – Deploy ARC Replacement
- Project Review
September 2021
...