These project milestones need to be completed by the end of the month in which they’re listed in order for Duke to be on schedule to implement FOLIO by the end of July 2021
May 2020
- MVP gap analysis
- Data – Item Data Analysis (Bib and Hol were done before May 2020)
June 2020
- FOLIO production instance installed
- Integration with Identity Management/SSO
- Data – Users Data Analysis/Mapping
- Data – Bib/Hol/Item Loaded
- Permissions – Roles for ERM and permission sets
- Reporting – Prioritize reports for go-live
- Reporting – Gap analysis local reports needed vs. reports FOLIO offers
July 2020
- ERM training completed
- Permissions – ERM staff assigned permissions
- FOLIO production instance in use for ERM
- Data - Users Loaded
- Data - Organizations (Vendors) Data Analysis/Mapping
- Permissions – Roles for MM and permission sets
- Reporting – Report on ARC replacement submitted
August 2020
- Workflows - 80% of functional requirements documented
- Data – Loans, Fees/Fines Data Analysis/Mapping
- Data – Organizations (Vendors) Data Loaded
- Gap Analysis – Requirements in Duke Jira vs. Goldenrod
- Permissions – MM staff assigned permissions
- Reporting – Generate reports resulting from gap analysis
- Reporting – Deploy ARC replacement
September 2020
- LDP staff interface launched
- Data – Finances (Budgets) Data Analysis/Mapping
- Data – Loans, Fines/Fees Loaded
- Permissions – Roles for RA and permission sets
- Reporting – Begin deploying required reports
October 2020
- Data – Orders/Invoices Data Analysis/Mapping
- Data – Finances Loaded
- Gap Analysis – Requirements in Duke Jira vs. Honeysuckle
- Permissions – RA staff assigned permissions
November 2020
- Data – Requests Data Analysis/Mapping
- Permissions – Roles for RM and permission sets
December 2020
- Data – Courses Data Analysis/Mapping
- Data – Requests Loaded
- Permissions – RM staff assigned permissions
- Workflows – all new workflows documented
January 2021
- Decision Checkpoint #1
- Integrations - MM integrations complete
- Ingegrations - CaiaSoft
- Integrations - RM integrations complete
- Data - All data loaded into FOLIO-test
- Gap Analysis – Requirements in Duke Jira vs. Iris
February 2021
- RA integrations complete
- Reporting – Custom tables creation completed
March 2021
- Permission sets for all roles
- Reporting – Generate reports resulting from gap analysis completed
- Reporting – Deployment of required FOLIO queries on ARC replacment
April 2021
- Decision Checkpoint #2
- Testing scenarios written in Xray
- Gap Analysis – Requirements in Duke Jira vs. Juniper
May 2021
- Final testing
- Training materials complete
- Training
- Permissions created for all staff
June 2021
- Training
July 2021
- Final training
- Go Live!
August 2021
- Bug Fixing
- Reporting – Deploy ARC Replacement
- Project Review
September 2021
- Sustainability Plan
- Bug Fixing