{"source":"Reconciled from three independent drafts (Claude, Grok, Perplexity) of the functions and features offered by library services platforms. The Claude draft supplies the structure; equivalent features from the other drafts are merged into it and distinct ones added, so each feature appears once and records which drafts named it.","scope":"Covers discovery and link resolution, cataloging and e-resource management, circulation and holds, resource sharing, course reserves, acquisitions and funds, patron load from the SIS and HR, and analytics, security and operations for the academic library, with the SIS as system of record for the student, the ERP for payment, reserves and reading lists received from the LMS or schedule, and the institutional repository and research data management out except as a link.","vendors":["Ex Libris Alma","OCLC WorldShare","FOLIO","Innovative Sierra"],"sources":{"C":"Claude draft (uploaded)","G":"Grok draft (uploaded)","P":"Perplexity draft (uploaded)"},"groups":[{"k":"F","name":"Discovery and access","ds":["1","2"],"desc":"Searching the collection, the patron account, link resolution and remote access to licensed content."},{"k":"S","name":"Collections and metadata","ds":["3","4","5"],"desc":"Cataloging, authorities and holdings, electronic resources and licenses, and care of the physical collection."},{"k":"L","name":"Fulfillment and sharing","ds":["6","7","8","9"],"desc":"Circulation, holds and charges, course reserves, interlibrary loan and consortial borrowing."},{"k":"P","name":"Acquisitions and funds","ds":["10","11"],"desc":"Selecting, ordering and receiving, vendors, funds, invoices and spending reports."},{"k":"E","name":"Shared enablers","ds":["12","13","14","15","16"],"desc":"Patron records from campus systems, analytics, integration, security and privacy, and running the platform."}],"domains":[{"n":"1","name":"Discovery and Search","desc":"Searches print, electronic and digital holdings in one interface and shows what is available.","area":"Discovery and Access","caps":[{"id":"1.1","n":"Search the collection","herm":["BC134"],"subs":[{"id":"1.1.1","n":"Single search across print and electronic holdings","d":"Searches local catalog records and a central index of articles and e-resources from one search box.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"1.1.2","n":"Keyword, phrase and known-item search","d":"Finds items by keyword, exact phrase, title, author, ISBN, ISSN or call number.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"1.1.3","n":"Advanced and Boolean search","d":"Combines fields with AND, OR, NOT, truncation and field limits.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"1.1.4","n":"Faceted refinement","d":"Narrows results by format, date, language, location, subject, availability and peer review.","cls":"Core","src":["C","P","G"],"herm":"BC134"},{"id":"1.1.5","n":"Configurable relevance ranking","d":"Lets the library boost local holdings, recency or collections in result ranking.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"1.1.6","n":"Call number and subject browse","d":"Browses the collection alphabetically by call number, subject heading, author or title.","cls":"Expected","src":["C","P","G"],"herm":"BC134"},{"id":"1.1.7","n":"Non-Roman script and multilingual search","d":"Searches and displays records in original scripts with transliteration matching.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"1.1.8","n":"Search scopes by library or collection","d":"Limits searching to a branch, campus, collection or consortium scope.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"1.1.9","n":"Natural-language and AI-assisted search","d":"Interprets plain-language questions and summarizes or explains results with source citations.","cls":"Emerging","src":["C","P"],"herm":"BC134"},{"id":"1.1.10","n":"Related-item recommendations","d":"Suggests related titles and articles based on usage and citation patterns.","cls":"Emerging","src":["C"],"herm":"BC134"},{"id":"1.1.11","n":"Journal and database browsing","d":"Provide browsable title lists for electronic journals and databases.","cls":"Expected","src":["P"],"herm":"BC134"}]},{"id":"1.2","n":"Display records and availability","herm":["BC134"],"subs":[{"id":"1.2.1","n":"Real-time availability and location","d":"Shows current status, location and call number for each physical copy from the circulation system.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"1.2.2","n":"Full-text availability indicator","d":"Shows whether licensed full text is available and which platforms provide it.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"1.2.3","n":"Work and edition grouping","d":"Groups editions and formats of the same work into one result.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"1.2.4","n":"Citation formats and export","d":"Formats citations in common styles and exports to reference managers.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"1.2.5","n":"Stable permalinks","d":"Provides persistent links to records and searches for sharing and course pages.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"1.2.6","n":"Cover images and enrichment","d":"Adds covers, tables of contents, summaries and reviews to records.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"1.2.7","n":"Virtual shelf browse","d":"Shows items shelved next to a record by call number.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"1.2.8","n":"Article-level discovery","d":"Search article and chapter metadata through a connected scholarly-content index.","cls":"Expected","src":["P"],"herm":"BC134"},{"id":"1.2.9","n":"Bibliographic detail display","d":"Display descriptive metadata, identifiers, subjects, and edition information for a resource.","cls":"Core","src":["P"],"herm":"BC134"},{"id":"1.2.10","n":"Persistent resource links","d":"Generate stable links to resource records for reuse in campus systems and communications.","cls":"Expected","src":["P"],"herm":"BC134"},{"id":"1.2.11","n":"External repository and research-data links","d":"Link users to institutional repositories and research-data services without managing their deposits or workflows.","cls":"Platform","src":["P"],"herm":"BC134"}]},{"id":"1.3","n":"Serve the patron account","herm":["BC134"],"subs":[{"id":"1.3.1","n":"Patron sign-in and account view","d":"Shows loans, requests, fines and blocks after campus single sign-on.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"1.3.2","n":"Online renewal","d":"Lets patrons renew eligible loans from their account.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"1.3.3","n":"Request from the search result","d":"Places holds, recalls, storage pages, digitization and resource-sharing requests from a record.","cls":"Core","src":["C","G"],"herm":"BC134"},{"id":"1.3.4","n":"Saved items, searches and alerts","d":"Saves records and searches and sends alerts when new matching items arrive.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"1.3.5","n":"Opt-in reading history","d":"Keeps a patron's loan history only when the patron chooses to keep it.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"1.3.6","n":"Personalization","d":"Saved searches, lists, and history for a signed-in user","cls":"Expected","src":["G"],"herm":"BC134"}]}]},{"n":"2","name":"Link Resolution and Access","desc":"Connects citations to licensed full text and authenticates patrons to remote resources.","area":"Discovery and Access","caps":[{"id":"2.1","n":"Resolve links to full text","herm":["BC134"],"subs":[{"id":"2.1.1","n":"OpenURL link resolver","d":"Resolves citations from databases and search engines to the library's licensed copies.","cls":"Core","src":["C","G"],"herm":"BC134"},{"id":"2.1.2","n":"Knowledge-base driven linking","d":"Builds links from activated packages and coverage dates so links track entitlements.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"2.1.3","n":"Direct article linking","d":"Links straight to the article PDF or page rather than a journal landing page where possible.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"2.1.4","n":"Alternate options when no full text","d":"Offers print holdings, resource-sharing or purchase requests when no licensed copy exists.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"2.1.5","n":"Browser and search-engine access helpers","d":"Surfaces library access links while patrons browse publisher sites and scholarly search engines.","cls":"Emerging","src":["C"],"herm":"BC134"},{"id":"2.1.6","n":"Unavailable-content request handoff","d":"Pass citation details to purchase or resource-sharing requests when direct access is unavailable.","cls":"Expected","src":["P"],"herm":"BC134"},{"id":"2.1.7","n":"Availability and request","d":"Hold or request from the result when the item is not on the shelf","cls":"Core","src":["G"],"herm":"BC134"}]},{"id":"2.2","n":"Authenticate remote access","herm":["BC139"],"subs":[{"id":"2.2.1","n":"Proxy server integration","d":"Rewrites links through the campus proxy so off-campus users reach licensed content.","cls":"Core","src":["C","G"],"herm":"BC139"},{"id":"2.2.2","n":"Federated SAML access","d":"Supports publisher access through campus identity federation as well as by IP range.","cls":"Expected","src":["C","P"],"herm":"BC139"},{"id":"2.2.3","n":"Entitlement by patron group","d":"Limits remote access to patron groups the license allows.","cls":"Expected","src":["C"],"herm":"BC139"}]},{"id":"2.3","n":"List licensed resources","herm":["BC134"],"subs":[{"id":"2.3.1","n":"A-Z journal list","d":"Lists e-journals with coverage dates and links, generated from the knowledge base.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"2.3.2","n":"A-Z database list","d":"Lists databases with descriptions, subjects and access notes.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"2.3.3","n":"Coverage and embargo display","d":"Shows date ranges, embargoes and gaps for each title and provider.","cls":"Expected","src":["C","P"],"herm":"BC134"}]}]},{"n":"3","name":"Cataloging and Metadata","desc":"Creates and maintains bibliographic, authority, holdings and item records.","area":"Collections and Metadata","caps":[{"id":"3.1","n":"Describe resources","herm":["BC213"],"subs":[{"id":"3.1.1","n":"MARC 21 record editor","d":"Creates and edits bibliographic records with field validation and help.","cls":"Core","src":["C","P"],"herm":"BC213"},{"id":"3.1.2","n":"Cataloging templates","d":"Starts new records from templates by format or workflow.","cls":"Core","src":["C","P"],"herm":"BC213"},{"id":"3.1.3","n":"Copy cataloging from shared sources","d":"Searches WorldCat, Z39.50 and other targets and imports matching records.","cls":"Core","src":["C","P"],"herm":"BC213"},{"id":"3.1.4","n":"Batch record import with match and merge","d":"Loads vendor and shared records with match points, overlay rules and normalization.","cls":"Core","src":["C","P","G"],"herm":"BC213"},{"id":"3.1.5","n":"RDA description support","d":"Supports RDA elements and relationship fields in description and display.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.1.6","n":"Vernacular script cataloging","d":"Records parallel fields in original scripts alongside romanized data.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.1.7","n":"Contribution to a shared catalog","d":"Sends original and enhanced records to WorldCat or a consortial catalog.","cls":"Expected","src":["C","P"],"herm":"BC213"},{"id":"3.1.8","n":"Non-MARC metadata schemas","d":"Catalogs in Dublin Core or other schemas for special and local collections.","cls":"Specialized","src":["C"],"herm":"BC213"},{"id":"3.1.9","n":"Linked data and BIBFRAME","d":"Creates, stores or exports records as BIBFRAME or other linked data with entity identifiers.","cls":"Emerging","src":["C","P"],"herm":"BC213"},{"id":"3.1.10","n":"AI-assisted record creation","d":"Drafts descriptive and subject metadata from title pages or files for cataloger review.","cls":"Emerging","src":["C","P"],"herm":"BC213"},{"id":"3.1.11","n":"Special-collections description","d":"Capture provenance, copy-specific notes, restrictions, and other specialized descriptive details.","cls":"Specialized","src":["P"],"herm":"BC213"}]},{"id":"3.2","n":"Control authorities","herm":["BC213"],"subs":[{"id":"3.2.1","n":"Authority record linking","d":"Links headings in bibliographic records to authority records.","cls":"Expected","src":["C","P"],"herm":"BC213"},{"id":"3.2.2","n":"Automatic heading updates","d":"Updates linked headings when the authority record changes.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.2.3","n":"National authority file subscription","d":"Keeps Library of Congress and other community authority files current.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.2.4","n":"Local authority records","d":"Maintains authority records for local names and subjects.","cls":"Specialized","src":["C","P","G"],"herm":"BC213"},{"id":"3.2.5","n":"Discovery metadata publishing","d":"Publish record additions, updates, and deletions to connected discovery services.","cls":"Platform","src":["P"],"herm":"BC213"}]},{"id":"3.3","n":"Manage holdings and items","herm":["BC213"],"subs":[{"id":"3.3.1","n":"Holdings records","d":"Records location, call number and summary holdings for each copy set.","cls":"Core","src":["C","G"],"herm":"BC213"},{"id":"3.3.2","n":"Item records and barcodes","d":"Records each physical piece with barcode, material type, loan policy and status.","cls":"Core","src":["C"],"herm":"BC213"},{"id":"3.3.3","n":"Call number assignment","d":"Supports LC, Dewey, SuDoc and local call number schemes with shelving order.","cls":"Core","src":["C"],"herm":"BC213"},{"id":"3.3.4","n":"Serials prediction and check-in","d":"Predicts issues from publication patterns and records receipt of each issue.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.3.5","n":"Bound-with and multipart items","d":"Links one physical item to several bibliographic records or several pieces to one record.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.3.6","n":"Spine and label printing","d":"Prints spine, pocket and barcode labels from item data.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"3.3.7","n":"Holdings and item records","d":"Maintain copy identifiers, locations, call numbers, material types, and item statuses.","cls":"Core","src":["P"],"herm":"BC213"},{"id":"3.3.8","n":"Bound and multipart item relationships","d":"Associate constituent titles, volumes, or parts with their physical containers or sets.","cls":"Specialized","src":["P"],"herm":"BC213"}]},{"id":"3.4","n":"Maintain metadata quality","herm":["BC136"],"subs":[{"id":"3.4.1","n":"Record sets and saved queries","d":"Builds sets of records by query or file for review and batch work.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"3.4.2","n":"Global change and batch edit","d":"Changes fields across a set of bibliographic, holdings or item records.","cls":"Expected","src":["C","P"],"herm":"BC136"},{"id":"3.4.3","n":"Duplicate detection and merge","d":"Finds and merges duplicate bibliographic records and moves attached inventory.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"3.4.4","n":"Shared holdings synchronization","d":"Keeps library holdings set in WorldCat or a union catalog in step with local records.","cls":"Expected","src":["C"],"herm":"BC136"},{"id":"3.4.5","n":"Shared network or consortial records","d":"Maintains records once in a shared zone and links local inventory to them.","cls":"Specialized","src":["C"],"herm":"BC136"}]}]},{"n":"4","name":"Electronic Resource Management","desc":"Activates, licenses and evaluates e-journals, e-books and databases.","area":"Collections and Metadata","caps":[{"id":"4.1","n":"Activate from the knowledge base","herm":["BC213"],"subs":[{"id":"4.1.1","n":"Global knowledge base","d":"Provides a maintained catalog of e-resource packages, titles and coverage from providers.","cls":"Core","src":["C","P"],"herm":"BC213"},{"id":"4.1.2","n":"Package and title activation","d":"Activates whole packages or selected titles so they appear in discovery and linking.","cls":"Core","src":["C","P","G"],"herm":"BC213"},{"id":"4.1.3","n":"Automatic package updates","d":"Adds and removes titles as providers change package contents.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"4.1.4","n":"KBART and local title lists","d":"Loads provider or local title lists for packages the knowledge base lacks.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"4.1.5","n":"E-book record loads","d":"Loads or links bibliographic records for activated e-book collections.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"4.1.6","n":"Coverage and embargo maintenance","d":"Maintain accessible date ranges, volume ranges, and embargoes for electronic holdings.","cls":"Expected","src":["P"],"herm":"BC213"},{"id":"4.1.7","n":"Local electronic-resource entries","d":"Create electronic holdings and access links that are absent from a shared knowledge base.","cls":"Expected","src":["P"],"herm":"BC213"}]},{"id":"4.2","n":"Manage licenses","herm":["BC156"],"subs":[{"id":"4.2.1","n":"License records and terms","d":"Records license terms such as walk-ins, ILL rights, course pack use and perpetual access.","cls":"Expected","src":["C","P","G"],"herm":"BC156"},{"id":"4.2.2","n":"License document storage","d":"Attaches signed agreements, amendments and correspondence to the license.","cls":"Expected","src":["C"],"herm":"BC156"},{"id":"4.2.3","n":"Terms shown to staff and patrons","d":"Shows permitted uses at the point of access and in staff workflows.","cls":"Expected","src":["C"],"herm":"BC156"},{"id":"4.2.4","n":"Renewal and expiration alerts","d":"Alerts staff ahead of license end and cancellation notice dates.","cls":"Expected","src":["C","P","G"],"herm":"BC156"},{"id":"4.2.5","n":"Perpetual access tracking","d":"Records post-cancellation rights and archive sources per title and date range.","cls":"Specialized","src":["C","P"],"herm":"BC156"},{"id":"4.2.6","n":"Open access agreement tracking","d":"Tracks read-and-publish agreements, eligible authors and article charges.","cls":"Emerging","src":["C","P"],"herm":"BC156"}]},{"id":"4.3","n":"Run the e-resource lifecycle","herm":["BC213"],"subs":[{"id":"4.3.1","n":"Trial management","d":"Sets up trials, collects feedback and records the decision.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"4.3.2","n":"Activation and renewal task lists","d":"Assigns e-resource tasks to staff with due dates and status.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"4.3.3","n":"Access problem tracking","d":"Logs, assigns and resolves broken-link and access problems.","cls":"Expected","src":["C","P"],"herm":"BC213"},{"id":"4.3.4","n":"Platform administration details","d":"Stores admin site, IP registration and contact details for each provider.","cls":"Expected","src":["C"],"herm":"BC213"}]},{"id":"4.4","n":"Evaluate usage","herm":["BC211"],"subs":[{"id":"4.4.1","n":"COUNTER usage harvesting by SUSHI","d":"Retrieves COUNTER R5 reports from providers on a schedule.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"4.4.2","n":"Cost-per-use analysis","d":"Combines usage with spend to show cost per use by title, package or fund.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"4.4.3","n":"Overlap analysis","d":"Compares title overlap across packages and with print holdings.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"4.4.4","n":"Discovery and link-resolution analysis","d":"Report search activity, result interactions, access attempts, and unresolved link requests.","cls":"Expected","src":["P"],"herm":"BC211"},{"id":"4.4.5","n":"Resource-sharing performance analysis","d":"Measure request volumes, fill rates, turnaround times, partner activity, and service costs.","cls":"Expected","src":["P"],"herm":"BC211"}]}]},{"n":"5","name":"Physical Collection Care","desc":"Tracks where physical items are and keeps the collection maintained, reviewed and preserved.","area":"Collections and Metadata","caps":[{"id":"5.1","n":"Track inventory and location","herm":["BC213"],"subs":[{"id":"5.1.1","n":"Shelf inventory","d":"Scans shelves to find missing, misshelved and wrongly statused items.","cls":"Expected","src":["C","P"],"herm":"BC213"},{"id":"5.1.2","n":"Location moves and transfers","d":"Moves items between locations or libraries in bulk with in-transit tracking.","cls":"Expected","src":["C","P"],"herm":"BC213"},{"id":"5.1.3","n":"Missing, lost and claimed-returned tracking","d":"Records missing and disputed items and sets them for search or replacement.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"5.1.4","n":"Remote storage integration","d":"Exchanges accession, request and return data with an offsite or automated storage facility.","cls":"Specialized","src":["C","P"],"herm":"BC213"},{"id":"5.1.5","n":"Labels and physical identifiers","d":"Generate spine labels, barcodes, and other identifiers used to process materials.","cls":"Expected","src":["P"],"herm":"BC213"}]},{"id":"5.2","n":"Review and withdraw","herm":["BC213"],"subs":[{"id":"5.2.1","n":"Collection analysis by age and use","d":"Reports holdings by subject, age, use and duplication to guide decisions.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"5.2.2","n":"Weeding candidate lists","d":"Builds candidate lists from use, date and holdings elsewhere.","cls":"Expected","src":["C"],"herm":"BC213"},{"id":"5.2.3","n":"Withdrawal workflow","d":"Withdraws items and updates local and shared holdings in one step.","cls":"Expected","src":["C","P"],"herm":"BC213"},{"id":"5.2.4","n":"Shared print retention commitments","d":"Records retention commitments and blocks withdrawal of committed copies.","cls":"Specialized","src":["C"],"herm":"BC138"}]},{"id":"5.3","n":"Preserve and bind","herm":["BC213"],"subs":[{"id":"5.3.1","n":"Item condition notes","d":"Records condition and handling notes on items for staff and circulation.","cls":"Expected","src":["C","G"],"herm":"BC213"},{"id":"5.3.2","n":"Binding and repair workflow","d":"Sends items to binding or repair and tracks them until return.","cls":"Specialized","src":["C","P"],"herm":"BC213"},{"id":"5.3.3","n":"Preservation actions","d":"Records conservation and reformatting actions taken on items.","cls":"Specialized","src":["C"],"herm":"BC231"}]},{"id":"5.4","n":"Support special collections","herm":["BC140"],"subs":[{"id":"5.4.1","n":"Restricted and in-library use items","d":"Flags items for reading-room use only and blocks normal loan.","cls":"Specialized","src":["C"],"herm":"BC140"},{"id":"5.4.2","n":"Reading room request link","d":"Passes special collections requests to a reading-room request system.","cls":"Specialized","src":["C"],"herm":"BC140"},{"id":"5.4.3","n":"Archival description link","d":"Links catalog records to finding aids held in an archival management system.","cls":"Specialized","src":["C"],"herm":"BC140"}]}]},{"n":"6","name":"Circulation","desc":"Checks items out and in, applies loan rules and handles charges and notices.","area":"Fulfillment","caps":[{"id":"6.1","n":"Lend and return","herm":["BC134"],"subs":[{"id":"6.1.1","n":"Checkout","d":"Lends items to patrons by barcode with policy checks and blocks.","cls":"Core","src":["C","G"],"herm":"BC134"},{"id":"6.1.2","n":"Check-in","d":"Returns items, clears loans and routes items to holds, transit or reshelving.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"6.1.3","n":"Renewal","d":"Renews loans at the desk or online within policy limits.","cls":"Core","src":["C","P","G"],"herm":"BC134"},{"id":"6.1.4","n":"Due dates from library calendars","d":"Sets due dates and closures from library hours and calendars.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"6.1.5","n":"Offline circulation","d":"Records loans and returns during outages and uploads them later.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"6.1.6","n":"Self-checkout via SIP2","d":"Lets kiosks check items out and in and show patron status.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"6.1.7","n":"Equipment and technology lending","d":"Lends laptops, chargers and devices with short loans and accessories.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"6.1.8","n":"Hourly and short-term loans","d":"Supports loans measured in hours or minutes with matching fines.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"6.1.9","n":"RFID support","d":"Reads and writes RFID tags at circulation, self-check and security gates.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"6.1.10","n":"Pickup lockers","d":"Places held items in self-service lockers and notifies patrons.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"6.1.11","n":"Self-service circulation integration","d":"Connect self-check, RFID, and automated return equipment to circulation transactions.","cls":"Platform","src":["P"],"herm":"BC134"}]},{"id":"6.2","n":"Manage holds and requests","herm":["BC134"],"subs":[{"id":"6.2.1","n":"Title-level holds","d":"Queues requests on a title and fills from the first available copy.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"6.2.2","n":"Item-level holds","d":"Places a request on a specific copy or volume.","cls":"Core","src":["C"],"herm":"BC134"},{"id":"6.2.3","n":"Pickup location choice","d":"Lets patrons choose a pickup desk or branch with routing between locations.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"6.2.4","n":"Pick lists and hold shelf","d":"Generates pull lists, traps returns for holds and expires uncollected holds.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"6.2.5","n":"Recalls","d":"Shortens an active loan when another patron needs the item.","cls":"Expected","src":["C","P","G"],"herm":"BC134"},{"id":"6.2.6","n":"Paging from closed stacks and storage","d":"Requests items from closed stacks or remote storage for pickup.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"6.2.7","n":"Scan-on-demand requests","d":"Requests a scan of an article or chapter from the print collection for electronic delivery.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"6.2.8","n":"Delivery to office or home","d":"Delivers items to campus offices or distance patrons by mail.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"6.2.9","n":"Mediated digitization requests","d":"Route requests for portions of physical materials through review, scanning, and secure delivery.","cls":"Specialized","src":["P"],"herm":"BC134"}]},{"id":"6.3","n":"Apply policies and charges","herm":["BC246"],"subs":[{"id":"6.3.1","n":"Loan rules by patron group and item type","d":"Sets loan periods, limits, renewals and fines by patron group, item policy and location.","cls":"Core","src":["C","P"],"herm":"BC246"},{"id":"6.3.2","n":"Blocks and limits","d":"Blocks borrowing for unpaid charges, overdue items or expired status.","cls":"Core","src":["C","G"],"herm":"BC246"},{"id":"6.3.3","n":"Fine and fee assessment","d":"Calculates overdue fines, replacement and processing fees.","cls":"Core","src":["C","P"],"herm":"BC246"},{"id":"6.3.4","n":"Lost item billing","d":"Declares long-overdue items lost and bills replacement costs.","cls":"Core","src":["C","P"],"herm":"BC246"},{"id":"6.3.5","n":"Charge transfer to the student or employee account","d":"Sends charges to the SIS or ERP account, which records and collects payment.","cls":"Core","src":["C"],"herm":"BC246"},{"id":"6.3.6","n":"Waivers and refunds with audit","d":"Waives, reduces or refunds charges with reason codes and staff attribution.","cls":"Expected","src":["C"],"herm":"BC246"},{"id":"6.3.7","n":"Online payment handoff","d":"Passes patrons to the campus payment gateway and records the result.","cls":"Expected","src":["C","P"],"herm":"BC246"},{"id":"6.3.8","n":"Fine-free and amnesty settings","d":"Turns off overdue fines by group or period while keeping lost-item billing.","cls":"Expected","src":["C"],"herm":"BC246"},{"id":"6.3.9","n":"Staff transaction overrides","d":"Allow authorized staff to override lending restrictions with a recorded reason.","cls":"Expected","src":["P"],"herm":"BC246"},{"id":"6.3.10","n":"Advance item booking","d":"Reserve eligible items for specified future time periods.","cls":"Specialized","src":["P"],"herm":"BC246"},{"id":"6.3.11","n":"Optional borrowing history","d":"Retain patron-visible borrowing history only under configured consent and retention rules.","cls":"Specialized","src":["P"],"herm":"BC246"},{"id":"6.3.12","n":"Fines and fees","d":"Overdue or lost-item charges, with a payment path","cls":"Expected","src":["G"],"herm":"BC246"}]},{"id":"6.4","n":"Notify patrons","herm":["BC134"],"subs":[{"id":"6.4.1","n":"Courtesy, overdue and hold notices","d":"Sends due-soon, overdue, recall and hold-available notices by email.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"6.4.2","n":"Notice templates","d":"Edits notice wording, timing and branding by notice type.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"6.4.3","n":"SMS and app notifications","d":"Sends notices by text message or push notification.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"6.4.4","n":"Multilingual notices","d":"Sends notices in the patron's preferred language.","cls":"Specialized","src":["C"],"herm":"BC134"}]}]},{"n":"7","name":"Course Reserves","desc":"Makes items for a course available on short loan or online, using courses and reading lists from the schedule or LMS.","area":"Fulfillment","caps":[{"id":"7.1","n":"Receive courses and reading lists","herm":["BC025"],"subs":[{"id":"7.1.1","n":"Course load from the schedule","d":"Loads courses, sections, instructors and terms from the SIS schedule.","cls":"Expected","src":["C","P"],"herm":"BC025"},{"id":"7.1.2","n":"Reading list handoff from the LMS","d":"Receives reading lists and citations from the LMS through LTI or an integration.","cls":"Expected","src":["C","P","G"],"herm":"BC025"},{"id":"7.1.3","n":"Instructor reserve requests","d":"Lets instructors request reserves and see processing status.","cls":"Expected","src":["C"],"herm":"BC025"},{"id":"7.1.4","n":"Term rollover","d":"Reuses prior reserve lists for a new term after instructor confirmation.","cls":"Expected","src":["C","P"],"herm":"BC025"}]},{"id":"7.2","n":"Fulfill reserves","herm":["BC025"],"subs":[{"id":"7.2.1","n":"Reserve loan policies","d":"Moves items to reserve locations with short loan periods and restores them afterwards.","cls":"Expected","src":["C","P"],"herm":"BC025"},{"id":"7.2.2","n":"Reserves search by course and instructor","d":"Lets students find reserves by course code or instructor in discovery.","cls":"Expected","src":["C","P"],"herm":"BC025"},{"id":"7.2.3","n":"Electronic reserves links","d":"Links reserve items to licensed e-resources or uploaded scans.","cls":"Expected","src":["C","P"],"herm":"BC025"},{"id":"7.2.4","n":"Copyright review and tracking","d":"Records fair-use assessment, permissions and fees for reserve scans.","cls":"Specialized","src":["C","P"],"herm":"BC025"},{"id":"7.2.5","n":"Reading list purchase suggestions","d":"Flags reading-list titles the library lacks or needs more copies of.","cls":"Emerging","src":["C"],"herm":"BC025"},{"id":"7.2.6","n":"Citation matching and availability review","d":"Match assigned readings to library holdings and identify access or purchase gaps.","cls":"Expected","src":["P"],"herm":"BC025"},{"id":"7.2.7","n":"Reserve preparation work queues","d":"Track citation review, item retrieval, acquisition, and access preparation for course materials.","cls":"Expected","src":["P","G"],"herm":"BC025"}]}]},{"n":"8","name":"Interlibrary Loan","desc":"Requests items from other libraries and fills requests from them.","area":"Resource Sharing","caps":[{"id":"8.1","n":"Borrow from other libraries","herm":["BC134"],"subs":[{"id":"8.1.1","n":"Patron resource-sharing request","d":"Takes requests from discovery, link resolver or a form with citation prefilled.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"8.1.2","n":"Local holdings check","d":"Checks local print and electronic holdings before sending a request out.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.1.3","n":"Automated lender selection","d":"Builds lender strings from holdings, agreements and turnaround and routes automatically.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"8.1.4","n":"Electronic article delivery","d":"Delivers scanned articles to patrons through a secure, expiring link.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"8.1.5","n":"Returnable item tracking","d":"Tracks borrowed items through receipt, loan, return and shipment back.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"8.1.6","n":"Cost and fee management","d":"Records lender charges, maximum cost and fee-sharing payments.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.1.7","n":"Copyright compliance records","d":"Tracks article requests against copyright guidelines and royalty payments.","cls":"Specialized","src":["C","P","G"],"herm":"BC134"},{"id":"8.1.8","n":"Purchase instead of borrow","d":"Routes eligible requests to acquisitions to buy rather than borrow.","cls":"Specialized","src":["C"],"herm":"BC134"}]},{"id":"8.2","n":"Lend to other libraries","herm":["BC134"],"subs":[{"id":"8.2.1","n":"Receive and answer lending requests","d":"Receives requests, checks availability and fills, conditions or declines them.","cls":"Core","src":["C","P"],"herm":"BC134"},{"id":"8.2.2","n":"Lending pull slips and shipping","d":"Prints pull slips and shipping labels for lending requests.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.2.3","n":"Scan and send articles","d":"Scans articles from the collection and delivers them to the borrowing library.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.2.4","n":"Reciprocal agreements and billing","d":"Applies free or charged lending agreements and generates invoices.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.2.5","n":"Temporary borrowed-item records","d":"Create temporary circulation records for materials borrowed from other libraries.","cls":"Expected","src":["P"],"herm":"BC134"},{"id":"8.2.6","n":"Lending preparation and dispatch","d":"Generate pull lists and shipment documentation and record dispatch to borrowing libraries.","cls":"Expected","src":["P"],"herm":"BC134"},{"id":"8.2.7","n":"Lending renewals and recalls","d":"Approve or reject renewal requests and recall externally loaned materials.","cls":"Expected","src":["P"],"herm":"BC134"}]},{"id":"8.3","n":"Track requests","herm":["BC134"],"subs":[{"id":"8.3.1","n":"Patron request status","d":"Shows patrons the status of each resource-sharing request.","cls":"Core","src":["C","P","G"],"herm":"BC134"},{"id":"8.3.2","n":"Staff request dashboard","d":"Shows staff request queues by status, age and action needed.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.3.3","n":"Standards-based peer exchange","d":"Exchanges requests with other systems using ISO 18626 or ISO 10161.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"8.3.4","n":"Resource-sharing statistics","d":"Reports fill rates, turnaround and volume by partner.","cls":"Expected","src":["C","P"],"herm":"BC134"},{"id":"8.3.5","n":"Partner and lending policy management","d":"Maintain partner contacts, lending exclusions, turnaround targets, and service conditions.","cls":"Expected","src":["P"],"herm":"BC134"}]}]},{"n":"9","name":"Consortial Borrowing","desc":"Lets patrons borrow directly from partner libraries in a consortium.","area":"Resource Sharing","caps":[{"id":"9.1","n":"Share with consortial partners","herm":["BC134"],"subs":[{"id":"9.1.1","n":"Unmediated consortial requests","d":"Lets patrons request partner items directly without staff mediation.","cls":"Expected","src":["C"],"herm":"BC134"},{"id":"9.1.2","n":"Shared consortial discovery","d":"Searches partner holdings together with local holdings.","cls":"Specialized","src":["C","P"],"herm":"BC134"},{"id":"9.1.3","n":"Courier and delivery tracking","d":"Tracks items moving between partner libraries by courier.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"9.1.4","n":"Visiting and reciprocal borrowers","d":"Registers patrons from partner institutions for on-site borrowing.","cls":"Specialized","src":["C"],"herm":"BC134"},{"id":"9.1.5","n":"Cross-library return processing","d":"Process returns at participating libraries and route materials to their owning institutions.","cls":"Specialized","src":["P"],"herm":"BC134"},{"id":"9.1.6","n":"Lender and borrower workflow","d":"Request, ship, receive, return, with status","cls":"Core","src":["G"],"herm":"BC134"}]}]},{"n":"10","name":"Ordering and Receiving","desc":"Selects and orders materials and records their receipt.","area":"Acquisitions and Funds","caps":[{"id":"10.1","n":"Select and order","herm":["BC193"],"subs":[{"id":"10.1.1","n":"Purchase order lines","d":"Creates orders for print, electronic and continuing resources with fund, vendor and price.","cls":"Core","src":["C","P","G"],"herm":"BC193"},{"id":"10.1.2","n":"Firm orders","d":"Orders individual titles with a one-time payment.","cls":"Core","src":["C","P"],"herm":"BC193"},{"id":"10.1.3","n":"Subscriptions and renewals","d":"Manages subscriptions with renewal dates, review and cancellation.","cls":"Core","src":["C"],"herm":"BC193"},{"id":"10.1.4","n":"Standing orders and continuations","d":"Manages series and continuations received and paid over time.","cls":"Expected","src":["C"],"herm":"BC193"},{"id":"10.1.5","n":"Vendor order files by EDI","d":"Loads embedded order data from vendor selection platforms and creates orders.","cls":"Expected","src":["C"],"herm":"BC193"},{"id":"10.1.6","n":"Approval plans","d":"Receives approval shipments and records with fund assignment.","cls":"Expected","src":["C","G"],"herm":"BC193"},{"id":"10.1.7","n":"Patron purchase suggestions","d":"Takes patron suggestions and routes them to selectors.","cls":"Expected","src":["C"],"herm":"BC193"},{"id":"10.1.8","n":"Selector request routing","d":"Routes selector and faculty requests through review and approval.","cls":"Expected","src":["C","P"],"herm":"BC193"},{"id":"10.1.9","n":"Demand and evidence-based acquisition","d":"Loads discovery records and triggers purchase from use or evaluation.","cls":"Specialized","src":["C","P"],"herm":"BC193"},{"id":"10.1.10","n":"Duplicate purchase checks","d":"Flag existing holdings, subscriptions, or open orders before a purchase is committed.","cls":"Expected","src":["P"],"herm":"BC193"},{"id":"10.1.11","n":"Supplier selection-platform integration","d":"Import selected titles and ordering details from external supplier selection services.","cls":"Platform","src":["P"],"herm":"BC193"},{"id":"10.1.12","n":"Electronic acquisition activation handoff","d":"Route acquired electronic resources to holdings activation and access verification.","cls":"Expected","src":["P"],"herm":"BC193"},{"id":"10.1.13","n":"Electronic supplier transactions","d":"Exchange orders, acknowledgments, and invoices with suppliers through supported transaction formats.","cls":"Platform","src":["P"],"herm":"BC193"}]},{"id":"10.2","n":"Receive and claim","herm":["BC193"],"subs":[{"id":"10.2.1","n":"Receiving","d":"Records receipt of ordered items and creates or updates inventory.","cls":"Core","src":["C","P","G"],"herm":"BC193"},{"id":"10.2.2","n":"Claims","d":"Generates claims for late or missing orders and issues.","cls":"Expected","src":["C","P"],"herm":"BC193"},{"id":"10.2.3","n":"Cancellations","d":"Cancels orders and releases encumbrances with a reason.","cls":"Expected","src":["C","P"],"herm":"BC193"},{"id":"10.2.4","n":"Notify requester on receipt","d":"Places a hold or notifies the requester when an ordered item arrives.","cls":"Expected","src":["C"],"herm":"BC193"},{"id":"10.2.5","n":"Serial issue prediction and check-in","d":"Predict expected issues and record receipt of physical serial publications.","cls":"Expected","src":["P"],"herm":"BC193"}]},{"id":"10.3","n":"Manage vendors","herm":["BC193"],"subs":[{"id":"10.3.1","n":"Vendor records","d":"Records vendors with accounts, contacts, addresses and terms.","cls":"Core","src":["C","P"],"herm":"BC193"},{"id":"10.3.2","n":"Vendor interfaces and accounts","d":"Stores EDI, ordering and admin interface details for each vendor.","cls":"Expected","src":["C"],"herm":"BC193"},{"id":"10.3.3","n":"Vendor performance","d":"Reports delivery time, claims and cost by vendor.","cls":"Specialized","src":["C"],"herm":"BC193"}]}]},{"n":"11","name":"Funds and Invoicing","desc":"Tracks budgets by fund and prepares invoices for payment by the ERP.","area":"Acquisitions and Funds","caps":[{"id":"11.1","n":"Manage funds","herm":["BC184"],"subs":[{"id":"11.1.1","n":"Fiscal years and ledgers","d":"Defines fiscal years and ledgers that hold the year's funds.","cls":"Core","src":["C"],"herm":"BC184"},{"id":"11.1.2","n":"Fund hierarchy","d":"Organizes funds by subject, format or library with rollup.","cls":"Core","src":["C","P","G"],"herm":"BC184"},{"id":"11.1.3","n":"Allocations and transfers","d":"Records budget allocations and moves money between funds with audit.","cls":"Core","src":["C"],"herm":"BC184"},{"id":"11.1.4","n":"Encumbrances","d":"Commits funds when an order is placed and releases them on payment or cancellation.","cls":"Core","src":["C","P"],"herm":"BC184"},{"id":"11.1.5","n":"Fiscal year rollover","d":"Closes a year and carries forward open orders, balances and allocations.","cls":"Core","src":["C","P"],"herm":"BC184"},{"id":"11.1.6","n":"Overcommit and spending alerts","d":"Warns or blocks when an order or invoice exceeds fund limits.","cls":"Expected","src":["C"],"herm":"BC184"},{"id":"11.1.7","n":"Multiple currencies","d":"Records orders and invoices in foreign currencies with exchange rates.","cls":"Expected","src":["C"],"herm":"BC184"}]},{"id":"11.2","n":"Process invoices","herm":["BC187"],"subs":[{"id":"11.2.1","n":"Invoice entry","d":"Records invoices against order lines with quantities and prices.","cls":"Core","src":["C","P"],"herm":"BC187"},{"id":"11.2.2","n":"EDI invoices","d":"Loads electronic invoices from vendors and matches them to orders.","cls":"Expected","src":["C"],"herm":"BC187"},{"id":"11.2.3","n":"Invoice approval","d":"Routes invoices for approval before payment.","cls":"Expected","src":["C","P"],"herm":"BC187"},{"id":"11.2.4","n":"Shipping, tax and discount proration","d":"Spreads invoice-level charges across order lines.","cls":"Expected","src":["C"],"herm":"BC187"},{"id":"11.2.5","n":"Invoice export to the ERP","d":"Sends approved invoices to the ERP, which pays the vendor.","cls":"Core","src":["C","P"],"herm":"BC187"},{"id":"11.2.6","n":"Payment status from the ERP","d":"Receives payment confirmations from the ERP and marks invoices paid.","cls":"Expected","src":["C","P"],"herm":"BC187"},{"id":"11.2.7","n":"Currency and additional-cost handling","d":"Record foreign-currency prices, exchange rates, taxes, discounts, and shipping costs.","cls":"Expected","src":["P"],"herm":"BC187"},{"id":"11.2.8","n":"Invoice discrepancy review","d":"Flag price, quantity, duplicate-invoice, and receipt discrepancies for staff resolution.","cls":"Expected","src":["P"],"herm":"BC187"},{"id":"11.2.9","n":"Credit and adjustment tracking","d":"Record supplier credits and invoice adjustments against related library transactions.","cls":"Expected","src":["P"],"herm":"BC187"}]},{"id":"11.3","n":"Report on spending","herm":["BC211"],"subs":[{"id":"11.3.1","n":"Budget and expenditure reports","d":"Shows allocation, encumbrance, spend and balance by fund.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"11.3.2","n":"Spend by vendor and format","d":"Reports expenditure by vendor, format and subject.","cls":"Expected","src":["C"],"herm":"BC211"},{"id":"11.3.3","n":"Restricted fund controls","d":"Apply spending restrictions and reporting tags for endowed, gift, or other designated funds.","cls":"Specialized","src":["P"],"herm":"BC211"}]}]},{"n":"12","name":"Patron Records","desc":"Creates, updates and expires patron records using SIS and HR data.","area":"Patrons","caps":[{"id":"12.1","n":"Load patrons from campus systems","herm":["BC143"],"subs":[{"id":"12.1.1","n":"Scheduled student load from the SIS","d":"Creates and updates student patrons from the SIS on a schedule.","cls":"Core","src":["C","P","G"],"herm":"BC143"},{"id":"12.1.2","n":"Scheduled employee load from HR","d":"Creates and updates faculty and staff patrons from the HR system.","cls":"Core","src":["C","P"],"herm":"BC143"},{"id":"12.1.3","n":"Patron group mapping","d":"Maps student level, employee type and status to library patron groups.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"12.1.4","n":"Expiry from enrollment and employment","d":"Sets and ends borrowing privileges from enrollment and employment dates.","cls":"Core","src":["C"],"herm":"BC143"},{"id":"12.1.5","n":"Campus identifier matching","d":"Matches patrons on the campus ID and single sign-on identifier.","cls":"Core","src":["C","P"],"herm":"BC143"},{"id":"12.1.6","n":"Real-time patron update","d":"Updates patron status from campus events between scheduled loads.","cls":"Expected","src":["C"],"herm":"BC143"},{"id":"12.1.7","n":"Affiliation and expiration synchronization","d":"Update library eligibility and expiration dates when authoritative campus affiliations change.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"12.1.8","n":"Patron-load exception review","d":"Report rejected records, field conflicts, and unmatched identifiers for correction.","cls":"Platform","src":["P"],"herm":"BC143"},{"id":"12.1.9","n":"Library patron record management","d":"Maintain library-specific patron identifiers, contact preferences, service groups, and borrowing status.","cls":"Core","src":["P"],"herm":"BC143"}]},{"id":"12.2","n":"Maintain patron records","herm":["BC139"],"subs":[{"id":"12.2.1","n":"Manual and guest registration","d":"Registers community, visiting and guest borrowers.","cls":"Expected","src":["C","P"],"herm":"BC139"},{"id":"12.2.2","n":"Proxy borrowers","d":"Lets a patron authorize another person to borrow on their behalf.","cls":"Specialized","src":["C","P"],"herm":"BC139"},{"id":"12.2.3","n":"Alumni and affiliate borrowers","d":"Registers alumni and affiliates with limited privileges.","cls":"Specialized","src":["C"],"herm":"BC139"},{"id":"12.2.4","n":"Inactive patron purge","d":"Removes or anonymizes expired patrons without open loans or charges by retention rule.","cls":"Expected","src":["C"],"herm":"BC139"},{"id":"12.2.5","n":"Patron notes and alerts","d":"Adds staff notes and alerts that appear at the desk.","cls":"Expected","src":["C"],"herm":"BC139"},{"id":"12.2.6","n":"Patron type and privileges","d":"Loan rules by student, faculty, or community","cls":"Core","src":["G"],"herm":"BC139"},{"id":"12.2.7","n":"Self-service account","d":"Loans, holds, and fines visible to the user","cls":"Core","src":["G"],"herm":"BC139"}]}]},{"n":"13","name":"Analytics and Reporting","desc":"Reports on collections, use, spend and service for the library and outside surveys.","area":"Analytics, Security and Operations","caps":[{"id":"13.1","n":"Report on library activity","herm":["BC211"],"subs":[{"id":"13.1.1","n":"Prebuilt operational reports","d":"Provides standard reports on circulation, collections, acquisitions and resource sharing.","cls":"Expected","src":["C","P","G"],"herm":"BC211"},{"id":"13.1.2","n":"Ad hoc report builder","d":"Lets staff build reports from library data without programming.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"13.1.3","n":"Dashboards and scheduled reports","d":"Shows dashboards and emails reports on a schedule.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"13.1.4","n":"Survey reporting","d":"Produces counts for ACRL, IPEDS and ARL surveys.","cls":"Expected","src":["C","P"],"herm":"BC211"},{"id":"13.1.5","n":"Cross-institution benchmarking","d":"Compares measures with peer libraries using shared data.","cls":"Specialized","src":["C"],"herm":"BC211"},{"id":"13.1.6","n":"Predictive collection insight","d":"Forecasts demand and suggests purchase, weeding or cancellation.","cls":"Emerging","src":["C","P","G"],"herm":"BC211"},{"id":"13.1.7","n":"Campus analytics data delivery","d":"Provide documented library datasets to authorized institutional warehouses or BI tools.","cls":"Platform","src":["P"],"herm":"BC211"}]}]},{"n":"14","name":"Integration and Interoperability","desc":"Connects the library platform to campus systems and library standards.","area":"Analytics, Security and Operations","caps":[{"id":"14.1","n":"Connect systems","herm":["BC143"],"subs":[{"id":"14.1.1","n":"REST APIs","d":"Exposes records and transactions through documented, versioned APIs.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"14.1.2","n":"Event notifications and webhooks","d":"Sends events such as loans and orders to other systems as they happen.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.3","n":"SIP2 and NCIP","d":"Supports self-check, lockers and resource-sharing partners through library circulation standards.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.4","n":"Z39.50 and SRU","d":"Exposes and searches catalogs using library search protocols.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.5","n":"OAI-PMH and bulk record export","d":"Publishes records to harvesters, discovery and union catalogs.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.6","n":"SIS and HR patron feeds","d":"Accepts patron files or API updates from the SIS and HR system.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.7","n":"ERP financial interface","d":"Exchanges invoices, payments and charges with the ERP.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.8","n":"LMS integration","d":"Exchanges courses, reading lists and reserves with the LMS through LTI.","cls":"Platform","src":["C","P"],"herm":"BC143"},{"id":"14.1.9","n":"Institutional repository and research data links","d":"Links catalog and discovery records to items held in the repository or research data system.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.10","n":"Data warehouse feed","d":"Sends library data to the campus warehouse or analytics platform.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.11","n":"Extension and app framework","d":"Lets the library or community add apps and extensions to staff and patron interfaces.","cls":"Platform","src":["C"],"herm":"BC143"},{"id":"14.1.12","n":"Export schema and identifier documentation","d":"Document exported fields, persistent identifiers, relationship keys, and encoding conventions.","cls":"Platform","src":["P"],"herm":"BC143"}]}]},{"n":"15","name":"Identity, Security and Privacy","desc":"Controls who can see and change library data and protects patron privacy.","area":"Analytics, Security and Operations","caps":[{"id":"15.1","n":"Secure access and data","herm":["BC138"],"subs":[{"id":"15.1.1","n":"Campus single sign-on","d":"Signs staff and patrons in through SAML or OpenID Connect.","cls":"Platform","src":["C","P"],"herm":"BC139"},{"id":"15.1.2","n":"Role-based staff permissions","d":"Grants staff functions by role, library and location.","cls":"Platform","src":["C","P","G"],"herm":"BC138"},{"id":"15.1.3","n":"Audit trail","d":"Logs who changed records, charges and settings and when.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"15.1.4","n":"Encryption in transit and at rest","d":"Encrypts library data in transit and in storage.","cls":"Platform","src":["C","P"],"herm":"BC138"},{"id":"15.1.5","n":"Loan history anonymization","d":"Removes patron links from completed transactions on a schedule.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"15.1.6","n":"Privacy regulation controls","d":"Supports FERPA, GDPR and state privacy requirements for patron data.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"15.1.7","n":"Accessibility conformance","d":"Meets WCAG 2.1 AA in patron and staff interfaces.","cls":"Platform","src":["C"],"herm":"BC138"},{"id":"15.1.8","n":"Privacy-preserving reporting","d":"Suppress or de-identify patron-level details in reports according to approved privacy rules.","cls":"Platform","src":["P"],"herm":"BC138"},{"id":"15.1.9","n":"Privileged-access MFA enforcement","d":"Require multi-factor authentication for privileged access directly or through institutional identity services.","cls":"Platform","src":["P"],"herm":"BC139"}]}]},{"n":"16","name":"Configuration and Operations","desc":"Sets up the platform for the library and runs it from implementation to exit.","area":"Analytics, Security and Operations","caps":[{"id":"16.1","n":"Configure the platform","herm":["BC204"],"subs":[{"id":"16.1.1","n":"Libraries, locations and service points","d":"Defines campuses, libraries, shelving locations and desks.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.1.2","n":"Calendars and hours","d":"Defines opening hours and closures used by loans and notices.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"16.1.3","n":"Discovery branding and display","d":"Configures discovery appearance, labels and record display.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"16.1.4","n":"Multi-campus and consortial tenancy","d":"Runs several libraries or institutions on one platform with shared and local settings.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.1.5","n":"Notice and interface configuration","d":"Configure notice templates, public labels, branding, languages, and supported interface options.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.1.6","n":"Configuration over a local fork","d":"Loan rules and discovery facets survive the vendor release","cls":"Platform","src":["G"],"herm":"BC204"},{"id":"16.1.7","n":"Workflow and rule configuration","d":"Maintain configurable routing, approval, exception, and automation rules for library workflows.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.1.8","n":"Accessible patron and staff interfaces","d":"Support keyboard navigation, assistive technologies, and documented accessibility requirements.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.1.9","n":"Supervised AI workflow actions","d":"Require scoped permissions, review checkpoints, and audit records for AI-initiated library actions.","cls":"Emerging","src":["P"],"herm":"BC204"}]},{"id":"16.2","n":"Run the service","herm":["BC204"],"subs":[{"id":"16.2.1","n":"Sandbox environment","d":"Provides a test environment refreshed from production.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.2.2","n":"Release management","d":"Publishes release notes and schedules and lets the library preview changes.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.2.3","n":"Availability and support commitments","d":"Commits to uptime, support response and incident reporting.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"16.2.4","n":"Hosting choice","d":"Offers vendor-hosted SaaS or self-hosted or third-party hosted deployment.","cls":"Platform","src":["C"],"herm":"BC204"},{"id":"16.2.5","n":"Data migration in","d":"Converts bibliographic, item, patron, order and loan data from the prior system.","cls":"Platform","src":["C","P"],"herm":"BC204"},{"id":"16.2.6","n":"Full data export at exit","d":"Exports all records and transactions in standard formats at contract end.","cls":"Platform","src":["C","P","G"],"herm":"BC204"},{"id":"16.2.7","n":"Integration credential management","d":"Scope, rotate, and revoke credentials used by connected systems and service accounts.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.2.8","n":"Scheduled data exchange","d":"Run secure recurring file imports and exports with validation and execution logs.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.2.9","n":"Service and job monitoring","d":"Show system health, scheduled-job status, processing failures, and operational alerts.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.2.10","n":"Exit transition and deletion verification","d":"Support agreed transition access and verify deletion of retained library data after authorized exit.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.2.11","n":"Backup and restoration","d":"Back up library data and restore it through documented and testable procedures.","cls":"Platform","src":["P"],"herm":"BC204"},{"id":"16.2.12","n":"Disaster recovery and continuity","d":"Support documented recovery objectives and continuity procedures for service outages.","cls":"Platform","src":["P"],"herm":"BC204"}]}]}]}