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.
The Working Groups are responsible for driving the timelines and work with the Implementation teams to complete the work.
May 2020
- MVP gap analysis
- LSIS/All project teams
- Data – Item Data Analysis (Bib and Hol were done before May 2020)
- MM IT/Data WG
June 2020
- Project Management - Release Management Plan
- 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 – Complete ARC replacement search and write report
- Reporting WG
- Reporting – Continue building reporting inventory with ITs
- Reporting WG/ERM IT, RA IT, MM IT, RM IT
July 2020
- Project Management - Report FOLIO readiness, FOLIO Capacity Plan, Local Readiness, Schedule
- 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
- RM 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 – Phase 1: Gap analysis local reports needed vs. reports FOLIO offers
- Reporting WG
- Reporting – Deploy ARC replacement
- Reporting WG
- Retrospective - ERM Implementation
September 2020
- 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 – 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
November 2020
- Data – Requests Data Analysis/Mapping
- RA IT/Data WG
- Permissions – Roles for RM and permission sets
- RM IT/Permissions WG
December 2020
- Data – Courses Data Analysis/Mapping
- RA IT/Data WG
- Data – Requests Loaded
- Data WG/LSIS
- Permissions – RM staff assigned permissions
- RM IT/Permissions WG
- Workflows – all new workflows documented
- All ITs/Workflow WG
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, all reports loaded into ARC replacement
- RA Circulation Rules 50% complete
- RA IT/Configuration WG
March 2021
- Permission sets for all roles
- Reporting – training 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
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
- Project Review
September 2021
- Sustainability Plan
- Bug Fixing