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The goal of the CUL FOLIO Steering Committee is to ensure that CUL’s FOLIO implementation serves and Reporting implementations serve CUL’s business needs in a sustainable way. This will be achieved
through:

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The Steering Committee will provide oversight for the management and evolution of CUL’s FOLIO implementationand Reporting implementations, with the goals of:

  1. Management
    1. Vet and approve proposed Settings and Policy changes
    2. Ensure continuity across CUL for FOLIO apps that cross multiple departments (ex: Notes, Tags, custom fields); mediate across various functional needs
    3. Manage technical debt 
    4. Ensure the development of documentation of procedures, policies, and requirements 
    5. Charge the sub committees for Support and Security under the oversight of the FOLIO Application Manager 
    6. Provide oversight of CUL's reporting requirements and the system(s) that provide those requirements; ex: Metadb, Tableau, FOLIO Reporting, etc.
  2. Change Management
    1. Facilitate significant enhancement requests 
    2. Ensure that CUL does not undertake local development that deviates from the FOLIO core code. 
    3. Provide oversight and guidance of FOLIO integrations 
    4. Determine if and when we implement new FOLIO applications
      1. Evaluate new features from the FOLIO development community and recommend/plan for adoption
      2. Follow release notes for significant changes and assess the impact to CUL
    5. Determine if and when we implement new reporting solutions

The Steering Committee:
The Committee must include representation from across CUL and meet at least bi-monthly.
The FOLIO Steering Committee should be led by a convener. This convener will also:

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  • FOLIO Application Manager: Thomas Trutt
  • Access & Public Services: Andy Horbal
  • Information Technology: Debra Howell/Thomas Trutt/Jesi Buell
  • Technical Services: Laura Daniels
  • Finance: Ann Crowley
  • Special Collections: Elizabeth Parker
  • Assessment / Reporting: Vandana Shah
  • Reporting: Sharon Markus
  • FOLIO Product Council Representative if CUL is represented on the Product Council: Jesse Koennecke
  • FOLIO Community Council Representative if CUL is represented on the Community Council: Simeon Warner
  • FOLIO Community Technical Council Representative if CUL is represented on the Technical Council: Jenn Colt

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