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Overview 

Overview
The FOLIO project aims to facilitate a sustainable, community-driven collaboration around the creation of a modern technology ecosystem that empowers libraries through open-source applications to manage library resources and expand library value. At the heart of FOLIO is an open source, cloud-ready application framework that is designed to support collaboration among development teams. It is also designed to enable vendors, libraries, tenants, and users to configure their experience to an unprecedented level. We see FOLIO as an “innovation platform” in which librarians and software developers can work together to imagine and create new kinds of library services. CUL implemented FOLIO between 2020 and 2021.

The implementation and continued maintenance of this new system has an impact on the business operation of the Library.   The goal of the CUL FOLIO Steering Committee is to ensure that CUL’s FOLIO implementation serves CUL’s business needs in a sustainable way. This will be achieved
through: 

• Enhancing horizontal and vertical coordinationvertical coordination; 
• Coordinating systematic changeCoordinating systematic change; 
• Promoting standard business rules; and 
• Documenting and promoting shared Documenting and promoting shared understanding. 

Steering Committee Charge Committee Charge
The CUL FOLIO Steering Committee is charged by the Library Executive Group (LEG).  

 The Steering Committee will serve as the governing body overseeing the provide oversight for the management and evolution of CUL’s FOLIO implementation, with the goals of: 

1. Management 
   1. Vet and approve proposed Settings and Policy changes   changes
   2. Ensure continuity across CUL for FOLIO apps that cross multiple departments (ex: Notes, Tags, custom fields); mediate across various functional needs  needs
   3. Manage technical debt debt 
   4. Ensure the development of documentation of procedures, policies, and requirements and requirements 
   5. Charge the sub committees for Support and Security under the oversight of the FOLIO Application Manager 
2. Change Management 
   1. Facilitate significant enhancement requests  
      1. Utilize draft Project Proposal forms  
      2. If approved, forward to FOLIO Development Community 
      3. For Enhancement requests rejected by FOLIO Development Community; re-review and consider whether to propose internal resource allocation for development  
      requests 
   2. Ensure that CUL does not undertake local development that deviates from the FOLIO core code.   
   3. Provide oversight and guidance of FOLIO adjacent tools development and implementation (ex: LTS Workflows; spine labeling, LDP)  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  adoption
      2. Follow release notes for significant changes and assess the impact to CUL 
3. Facilitate communication across CUL about product updates or changes in functionality  

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

• Coordinate with CUL’s hosting provider (EBSCO)   
• Provide vendor and contract management  vendor and contract management
• Coordinate scheduled downtime  downtime
• Monitor FOLIO development for new features for committee consideration 
• Follow release notes for significant changes and assess the impact to CUL  assess the impact to CUL
• Coordinate with subject matter experts (SMEs) within CUL to manage the ongoing implementation of FOLIO within CUL 

 In addition to the convener, Committee membership must include the following representation: 

• 1 – FOLIO Application Manager
• 1 - Access Services  & Public Services
• 1 - Information Technology  Technology
• 1 - Technical Services  Services
• 1 ERM?  - Finance
• 1 Public Services  
• 1 Finance  
• 1 RAD?  
• - Special Collections
• 1 - Assessment / Reporting1 Assessment  
• FOLIO Product Council Representative if CUL is represented on the Product Council 
• FOLIO Community Council Representative if CUL is represented on the Community Council
• FOLIO Community Technical Council Representative if CUL is represented on the Technical Council Council

The Steering Committee is proposed as a standing committee, and as such, the work will be iterative and ongoing, and the processes and procedures developed by the Committee should document and reflect a continuous improvement approach. 

Each committee member is responsible for: 

• Representing the interests of their department and similar departments when their department and similar departments when making decisions and recommendationsand recommendations; 
• Assisting in Assisting in implementing standards and new business processes relevant to their departmentstheir departments; 
• Facilitating communication between the committee and the subject the committee and the subject matter experts;  and and
• Designating a proxy in the event of an absence.