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| Stakeholder | Message Type | Type of Information | Communicator | Date Shared | Delivery Method | Status | Document or Presentation Shared | Comment | |
|---|---|---|---|---|---|---|---|---|---|
| All library staff in attendance | introduce BAs, what they'll do, core values of project, newsletter | general project information | Karen | 1/24/2019 | Open Forum | complete | https://sites.duke.edu/folioatduke/2019/01/24/open-forum-presentation-2019-01-24/ | ||
| Newsletter V1 I1 | 5 everyone lists | blog post | general project info | Karen | 1/24/2019 | Open Forum/Email | complete | https://sites.duke.edu/folioatduke/2019/01/24/folioduke-newsletter-v-1-no-1/ | |
| Newsletter V1 I2 | 6 everyone lists | blog post | general project info | Karen | 2/28/2019 | Open Forum/Email | complete | https://sites.duke.edu/folioatduke/2019/02/28/folioduke-newsletter-v-1-no-2/ | |
| Newsletter V1 I3 | 5 everyone lists | blog post | general project info | Karen | 3/29/19 | Open Forum/Email | complete | https://sites.duke.edu/folioatduke/2019/03/28/folioduke-newsletter-v-1-no-3/ | |
| Library Director's Lunch | Library Directors | discuss what BAs are doing, how much time it will take staff, beginning work on local instance | general project info | Karen | 3/11/2019 | Face2Face | complete | ||
| Helen Xu | FOLIO project update and plan | general project info | Karen | 4/8/19 | Face2Face | complete | |||
| Newsletter V1 I4 | 5 everyone lists | blog post | Karen | 5/24/19 | complete | https://sites.duke.edu/folioatduke/2019/05/24/folioduke-newsletter-v-1-no-4/ | |||
| I'll take FOLIO for $1000, Alex | 5 everyone lists | blog post | Folio Fun Fact - Emma Boettcher is a FOLIO product owner! | Karen | 7/1/19 | complete | https://sites.duke.edu/folioatduke/2019/07/01/ill-take-folio-for-1000-alex/ | ||
| Brief Guide to FOLIO apps | All library staff | blog post | list of FOLIO apps and what they do | Erin | 7/31/10 | Email to CAST and included in FOLIO Forum email | complete | https://sites.duke.edu/folioatduke/2019/07/31/a-brief-guide-to-folio-apps/ | |
| Duke Folio Forum | All library staff | Information about FOLIO the larger project, Duke's implementation, screen shots and a live demo | presentations on the history of Duke's involvement with the FOLIO project, overview of how the project is managed at the FOLIO level, over view of the Duke implementation and prospective timeline, lightning talks: Metadata Management, Resource Access, Resource Management. | Dracine, Laura, Karen, Jacquie, Jackie, Julie, Virginia, Andrea, Erin | 8/12/19 | In-person/Email summary + Slides | complete | https://sites.duke.edu/folioatduke/2019/08/13/duke-folio-forum-august-12-2019/ | |
| Newsletter V1 I5 | 5 everyone lists | blog post | November Duke FOLIO Forum save the date, Steering Group recommendation to Executive Group to implement FOLIO ERM-focused apps Summer 2019, overview of timeline brainstorming session, ERM-Focused Apps overview slides, Aleph update coming, FOLIO Forum, Acquisitions apps, Bee Breath in Yoga. | Karen | 9/5/19 | complete | https://sites.duke.edu/folioatduke/2019/09/05/folioduke-newsletter-v-1-no-5/ | ||
| Newsletter V1 I6 | 5 everyone lists | blog post | Steering Group Update, link to Folio Forum on User Experience, Bee Facts | 10/28/19 | https://sites.duke.edu/folioatduke/2019/10/28/folioduke-newsletter-v-1-no-6/ | ||||
| Duke Folio Forum | 5 everyone lists | Information about FOLIO the larger project, Duke's implementation, and overview of three special interest groups | International project update, lightning talks: Reporting, User Management, Data Migration (sub group of the System Operations SIG). Local implementation update - teams forming and how they'll work together, proposed timeline for ERM go-live in 2020 and for full implementation go-live in 2021. | Dracine, Karen, Erin, Angela, Matt | 11/20/19 | In-person/Wordpress summary + Slides | https://sites.duke.edu/folioatduke/2019/11/21/duke-folio-forum-november-20-2019/ https://library.capture.duke.edu/Panopto/Pages/Viewer.aspx?id=baff9e25-6e90-41a8-80ed-aafb0156b759 (NetID required to view) | ||
| Library Director's Lunch | Library Directors | Presented Karen's local implementation slides from Duke Folio Forum. Talked about team membership. | Tim/Karen | 11/20/19 | In Person/Slides | ||||
| Teams Kickoff Meeting | Members of the FOLIO implementation teams and working groups | Information on how the teams will interact, the responsibilities of the different roles on the teams and expected team behaviors and norms | team specific project information | Karen | 01/08/2020 | In Person/Slides/Teams breakout session | Panopto Recording (NetID required for viewing) | ||
| Newsletter V2 I1 | 5 everyone lists | blog post | Steering Group Update, WOLFcon retrospective, video from the first WOLFcon plenary session, Information about the flower, Edelweiss | Karen | Posted 2/3/2020 Shared 2/19/2020 | https://sites.duke.edu/folioatduke/2020/02/03/folioduke-newsletter-v-2-no-1/ | |||
| Duke Folio Forum | all library staff | Information about FOLIO the larger project and Duke's implementation | Update on the release of Edelweiss, WOLFcon, Index Data agreement finalized and announced, local implementation timeline, walk through of the FOLIO project space on the Duke Wiki. | Karen/Erin | 2/19/20 10-11:30 | In Person/Slides | |||
| Duke Folio Forum | 4/29/2020 9:30 -11:00 Perkins 217 | In Person/Slides | |||||||
| Newsletter V2 I2 | 5 everyone lists | blog post | ERM apps in production, local project update, video link to LDP demo | Karen | 10/5/2020 | https://sites.duke.edu/folioatduke/2020/10/05/folioduke-newsletter-v-2-no-2/ | |||
| Newsletter V2 I3 | 5 everyone lists | blog post | Karen | 12/2/2020 | https://sites.duke.edu/folioatduke/2020/12/02/folioduke-newsletter-v-2-no-3/ | ||||
| Director's Meeting | Karen, Julie, Angela | 2/12/2021 | In Person/Slides | See Open Forum Slides from 2/25/2021 | |||||
| Admin Council | Karen, Angela, Julie | 2/17/2021 | In Person/Slides | See Open Forum Slides from 2/25/2021 | |||||
| Open Forum | Julie, Karen | 2/25/2021 | Open Forum | ||||||
| Blog Post | 5 everyone lists | blog post | Angela | 2/252021 | https://sites.duke.edu/folioatduke/2021/02/23/introducing-the-folio-training-development-and-delivery-team/ |