Project Information

Welcome to the updated FOLIO@Duke site!

View the latest news and status updates about the implementation process, a summary, milestones and key implementation features. Duke is in the process of transitioning to the open-source FOLIO library services platform. Our first goal is to implement the Electronic Resources Management-focused apps in the Summer of 2020. These apps include Licenses, Agreements and eUsage in addition to Settings, Organizations, and Users (and staff permissions).

Please note: Access to some parts of our wiki space are restricted, due to proprietary information. If you are a Duke Libraries staff member, please log into the wiki to view these pages. If you need assistance please contact any Library Systems and Integration Support staff.

FOLIO@Duke Project Wiki

Team Structure

We have a steering group that includes our AUL for Technical Services, our Director of ITS, and our Head of Library Systems and Integration Support (LSIS). Also included are members who have been active participants in the FOLIO special interest groups (SIGs), and all members of the LSIS team.

Implementation Teams

Implementation Timeline (Tentative)


Quarter 3

Commit to implementing FOLIO ERM-focused apps

Organize working teams

Begin analyzing data for ERM

Quarter 4

Compose Team Charters

Define Tasks for Teams

Continue Work on Tentative Timeline


Quarter 1

Local FOLIO Instance Ready

Deploy ERM test environment

Install Library Data Platform (LDP)

Collect custom ERM queries for LDP

Define service point strategy (circ desks)

Define location strategy

Define data migration for bibs/holdings/items

Quarter 2

Create ERM documentation

Train ERM staff

LDP training for staff

Test pre-built ERM queries

Notices strategy

Map items to inventory app

Map data for orders

Quarter 3

Tentative Go-Live for ERM!

Have a party!

Fines strategy

Load order data

Verify MARC data migration