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  • FOLIO production instance installed
    • LSIS/IndexData
  • Integration with Identity Management/SSO
    • LSIS/IndexData
  • Configuration - Users, Patron Groups, Fine/Fees
    • RA IT/Configuration WG
  • Data – Users Data Analysis/Mapping
    • 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-live
    • Reporting WG
  • Reporting – Gap analysis local reports needed vs. reports FOLIO offers
    • Reporting WG/ERM IT, RA IT, MM IT, RM  IT

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  • 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

...

  • 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 analysis
    • Reporting WG
  • Reporting – Deploy ARC replacement
    • Reporting WG

...

  • 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 reports
    • Reporting WG


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

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