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ERM Round

ERM Round

Apr 15, 2020

Missing features, that are part of MVP that are still required, and holding up implementation.



The following list represents outstanding FOLIO requirements (as of 4/01/2020) that are necessary for ERM Round libraries to implement FOLIO

All functionality implemented in Fameflower and Round I (aka - The Chalmers Round) plus the following functions.



Cross-app

  • Data migration/initial loads

  • Upgrade capability

  • Permissions and restrictions within one tenant with multiple libraries with multiple teams

  • Cross-app searching

  • Performance: ability to load large amounts or records in a reasonable time

  • Custom fields



Metadata management

  • Delete function in SRS or Inventory

  • Ability to maintain relationships between other apps when holdings/items are moved from one instance to another



Resource Management

  • Financial transactions: calculate paid amount on budget - Value management through transactions.

  • Export invoice information/voucher exports

  • Ability to communicate individual Purchase Order information to vendor with no integration

  • Order alerts

  • Receiving packages: P/E/P&E 

  • Display connected agreement line information on POL

  • Ability to claim overdue orders

  • Ability to renew ongoing orders

  • Ability to record statistical information while ordering/receiving



ERM Libraries

Duke University

Five Colleges

Cornell University

Leipzig University

GBV libraries