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This section contains information about various aspects of project management for Duke's FOLIO implementation.  Some pages may require a Duke NetID and password for access.

Impact analysis across RA, RM, and MM : /wiki/spaces/LIB/pages/34900651

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Changes to the FOLIO timeline as announced on September 19, 2022


Pacing ourselves to FOLIO (Sept 2022-August 2023)

- LSIS (Karen and team) will lead local activities for preparation of new implementation schedule

  • Continue data loading to completion
  • Review each release to identify progress in gaps (Julie, Erin, Matt); Karen to advocate for remaining gaps in Product council
  • LSIS designs and schedules two-week sprints for engagement with DUL SMEs
  • FOLIO testing with SMEs will be paused until full data loads are completed
  • After data is fully loaded, Sprints would occur after installation of a release and after LSIS has run data validation and testing

- LSIS / Mike Gorrell (Index Data) meetings change from weekly to biweekly

- LSPSG pauses until after selected version is implemented fully on Test server, aiming for Sept 2023 with Poppy 

- Local implementations teams move to monthly update meetings until summer 2023. Current frequency resumes once preparation begins for Poppy upgrade


Implementation Period (Sept 2023 - June 2024)

- "Day in the Life" begins for one week with LSPSG to re-initiated LSPSG and introduce FOLIO Poppy in Sept 2023

- Mike Gorrell resumes leadership of implementation schedule

- LSPSG resumes monthly meetings

- Local implementation teams resume

- Integrations tested and focus on remaining gaps for temporary or permanent alternative workflows


NOTES:

- DKU implementation as separate tenant will still begin in January 2023;

- DUL Executive Group will assess FOLIO community / version progress between April-June 2023 as Go/No-Go decision point.