Higher Ed Enterprise Model: Bookstore and course materials mapped to HERM v3.2.0Bookstore, course materials and retail functions (from the features offered by the major vendors), the HERM business capabilities they realise with their parent capabilities, and the Example State University sample applications (fictional) assigned to each function with coverage, role and feature count. Exported from hied-ea.netlify.app.Bookstore and course materials functions and featuresBookstore, course materials and retail: functions and features offered by the major vendors, mapped to HERM.This siteBookstore 1.1 Collect adoptionsFaculty Adoption. 6 features: Section-based adoption forms; Title search and selection; Format choice; No materials and other materials reporting; Prior-term adoption rollover; Custom and course packs6This siteBookstore 1.2 Coordinate adoptionsFaculty Adoption. 6 features: Department and coordinator adoptions; Shared adoption across sections; Adoption deadlines and reminders; Adoption validation and exception review; Adoption change history; Adoption approval workflow6This siteBookstore 1.3 Support faculty decisionsFaculty Adoption. 5 features: Price and format comparison for faculty; Digital review copies; OER and low-cost discovery; Affordability recommendations; AI-assisted adoption research5This siteBookstore 2.1 Report and complyAdoption Compliance and Reporting. 5 features: Adoption completion tracking; HEOA price disclosure; Zero and low-cost course designation; State affordability reporting; Accessible format requests5This siteBookstore 3.1 Order materialsTextbook Ordering. 5 features: Adoption-driven order quantities; Publisher and wholesaler ordering; Supplier availability lookup; Used and rental sourcing; Digital content ordering5This siteBookstore 3.2 Receive and resolveTextbook Ordering. 3 features: Receiving and invoice matching; Backorders and substitutions; Returns to publishers3This siteBookstore 4.1 Manage inventoryCourse Materials Inventory. 6 features: Course materials inventory by condition; Digital code inventory; Shelf tags and section mapping; Physical inventory counts; Replenishment alerts; Multi-store inventory6This siteBookstore 5.1 Rent textbooksRental and Buyback. 2 features: Textbook rental; Rental returns and non-return charges2This siteBookstore 5.2 Buy back textbooksRental and Buyback. 3 features: Buyback quotes and purchase; Wholesale buyback integration; Peer-to-peer marketplace3This siteBookstore 6.1 Find and buyStudent Materials Portal. 6 features: Schedule-based materials list; Online ordering; Price comparison across formats; Financial aid and bookstore charge payment; Price match; Course materials access for accommodations6This siteBookstore 6.2 Fulfill ordersStudent Materials Portal. 5 features: Inventory reservation; Order changes and cancellation; Order pickup and shipping; Order status notifications; Materials access support5This siteBookstore 7.1 Run access programsInclusive and Equitable Access. 6 features: Course-based inclusive access; Flat-fee equitable access; Program disclosure and acknowledgment; Opt-out and opt-in management; Courtesy access period; Print fulfillment within access programs6This siteBookstore 7.2 Bill and reconcile programsInclusive and Equitable Access. 5 features: Enrollment-driven billing file; Add, drop and withdrawal adjustments; Program financial reconciliation; Publisher program settlement; Program participation reporting5This siteBookstore 8.1 Deliver digital contentDigital Content Delivery. 5 features: eTextbook reader; Access code and courseware provisioning; Access term visibility; Entitlement withdrawal; LMS deep linking5This siteBookstore 8.2 Enrich the readerDigital Content Delivery. 5 features: Accessible reader features; Content accessibility metadata; Instructor content analytics; AI study tools in the reader; OER hosting and delivery5This siteBookstore 9.1 Ring up salesPoint of Sale. 7 features: Retail POS terminals; Campus card and student account tender; Card and mobile wallet payments; Gift cards and store credit; Tax-exempt sales; Department purchases by account code; Self-checkout7This siteBookstore 9.2 Control the registerPoint of Sale. 4 features: Returns and exchanges; Register and cash reconciliation; Retail transaction controls; Offline POS mode4This siteBookstore 10.1 Sell merchandiseMerchandise and E-commerce. 4 features: General merchandise catalog; Merchandise inventory and replenishment; Online store; Channel inventory sharing4This siteBookstore 10.2 Promote and specializeMerchandise and E-commerce. 4 features: Promotions and loyalty; Licensed and custom merchandise; Graduation and regalia sales; Technology sales and education pricing4This siteBookstore 11.1 Disclose costPrice Transparency. 4 features: Public price lookup; Total cost disclosure; Access restrictions disclosure; SIS schedule price display4This siteBookstore 11.2 Analyze affordabilityPrice Transparency. 4 features: Cost-per-course analytics; Student savings reporting; Affordability scenario analysis; Price history tracking4This siteBookstore 12.1 Self-serviceUser Portals. 6 features: Faculty portal; Student account and order history; Staff store operations console; Operational exception queues; Single sign-on access; Accessible design6This siteBookstore 13.1 Report and analyzeStore Reporting. 6 features: Sales and margin reports; Sell-through and returns reports; Adoption and fulfillment reporting; Ad hoc report builder; Predictive demand forecasting; Commission and contract reporting6This siteBookstore 14.1 Institutional feedsCampus System Integration. 7 features: SIS course section feed; SIS enrollment feed; Financial aid and account charge authorization; ERP financial posting; LMS integration via LTI; Campus SSO; Campus materials publication feed7This siteBookstore 14.2 Partner interfacesCampus System Integration. 4 features: Publisher and wholesaler EDI; Identifier crosswalk management; Open API and data exports; Integration monitoring and recovery4This siteBookstore 15.1 Control access and auditSecurity and Compliance. 4 features: Role-based permissions; Multi-factor authentication; User lifecycle controls; Audit trail4This siteBookstore 15.2 Protect dataSecurity and Compliance. 5 features: PCI DSS compliance; FERPA-compliant data handling; Privacy and secondary-use controls; Retention and deletion controls; Security attestations5This siteBookstore 16.1 Configure and operateConfiguration, Operations and Data Exit. 3 features: Term and policy configuration; Environment and release management; Hosting and availability3This siteBookstore 16.2 Transition and exitConfiguration, Operations and Data Exit. 4 features: Operator transition support; Digital access continuity; Full data export on exit; Migration validation4This siteLearning & Teaching Resource ManagementLearning & Teaching Resource Management ensures learning resources are available and accessible for learning activities.BC025HERM BRM v3.2.0Learning & Teaching Resource PreparationLearning & Teaching Resource Preparation acquires, assembles, or creates the resources required for learning activities.BC024HERM BRM v3.2.0Price ModellingPrice Modelling models various product-pricing scenarios and their effect on demand and revenue.BC189HERM BRM v3.2.0Compliance ManagementCompliance Management ensures an institution operates within the bounds of prescribed rules and obligations.BC170HERM BRM v3.2.0Special Consideration ManagementSpecial Consideration Management assesses and provides adjustments for students experiencing circumstances that require them.BC224HERM BRM v3.2.0Retail ManagementRetail Management enables the sale of goods and services through an institution's physical and online channels.BC123HERM BRM v3.2.0ProcurementProcurement identifies and sources goods and services an institution acquires.BC193HERM BRM v3.2.0Accounts PayableAccounts Payable manages the payment of current debts and liabilities of an institution.BC187HERM BRM v3.2.0Accounts ReceivableAccounts Receivable manages the receipt of payments to an institution.BC188HERM BRM v3.2.0Financial Aid ManagementFinancial Aid Management administers all financial support awarded to students.BC248HERM BRM v3.2.0Delivery & DistributionDelivery & Distribution oversees and facilitates the movement of mail and goods into, within, and out of the institution.BC254HERM BRM v3.2.0Communications ManagementCommunications Management delivers and responds to broadcast and conversational communications.BC220HERM BRM v3.2.0Customer Experience ManagementCustomer Experience Management is the practice of designing, tracking, and reacting to interactions between customers and an institution.BC217HERM BRM v3.2.0Student Liability ManagementStudent Liability Management administers the financial dimensions of a student's study.BC246HERM BRM v3.2.0Business Intelligence & ReportingBusiness Intelligence & Reporting collects, analyses, and transforms data and presents business information.BC211HERM BRM v3.2.0Learning & Teaching DeliveryLearning & Teaching Delivery conducts the learning and teaching activities specified in an institution's Curriculum.BC026HERM BRM v3.2.0Tax ManagementTax Management administers the calculation, declaration, and fulfilment of an institution's tax obligations.BC191HERM BRM v3.2.0General AccountingGeneral Accounting manages the chart of accounts and general ledger for an institution.BC249HERM BRM v3.2.0Marketing ManagementMarketing Management identifies target markets and designs and oversees the execution of activities that promote an institution's products and services.BC107HERM BRM v3.2.0Identity & Access ManagementIdentity & Access Management manages information about people and things, instantiates and enforces organisational business rules and policy regarding entitlements to systems and services, and mediates access requests and identity verification.BC139HERM BRM v3.2.0Advanced AnalyticsAdvanced Analytics produces insights and information assets using sophisticated analysis techniques on diverse data sets.BC144HERM BRM v3.2.0Contract ManagementContract Management manages the development, negotiation, execution, and review of institution contracts.BC156HERM BRM v3.2.0Data ManagementData Management plans, creates or acquires, stores, uses, archives, and disposes of data.BC143HERM BRM v3.2.0Build, Acquisition, & ImplementationBuild, Acquisition, & Implementation provides the basis for introducing and integrating new or changed technology solutions and services.BC203HERM BRM v3.2.0Delivery, Service, & SupportDelivery, Service, & Support provides and supports an institution with the information and communication technology services it requires.BC204HERM BRM v3.2.0Information Security ManagementInformation Security Management protects the confidentiality, integrity, and availability of information in an institution's care.BC138HERM BRM v3.2.0Information GovernanceInformation Governance defines the roles and responsibilities, decision rights and controls, and processes used to manage information assets.BC136HERM BRM v3.2.0Records ManagementRecords Management provides the systematic control and governance of an institution's records and associated information.BC145HERM BRM v3.2.0Business Continuity ManagementBusiness Continuity Management develops, tests, and maintains an institution's business continuity plans.BC161HERM BRM v3.2.0Curriculum DeliveryCurriculum Delivery administers and operates the learning opportunities offered by an institution.BC023HERM BRM v3.2.0Financial ManagementFinancial Management oversees, plans and controls all aspects of an institution's finances.BC184HERM BRM v3.2.0Governance, Risk, & ComplianceGovernance, Risk, & Compliance performs governance, risk management, and compliance activities.BC160HERM BRM v3.2.0Student ManagementStudent Management administers the student life cycle and maintains core student records.BC044HERM BRM v3.2.0Auxiliary CapabilitiesAuxiliary Capabilities provide essential foundational support to an institution's core value chains and enabling business capabilities.BC114HERM BRM v3.2.0Engagement & Relationship ManagementEngagement & Relationship Management develops and sustains connections between an institution and its constituent individuals, stakeholders, and groups.BC238HERM BRM v3.2.0Business Capability ManagementBusiness Capability Management designs, configures, and lifecycle-manages an institution's business capabilities.BC206HERM BRM v3.2.0Information ManagementInformation Management describes, organises, distributes, and governs information.BC135HERM BRM v3.2.0Legal AffairsLegal Affairs manages and advises an institution on legal matters.BC155HERM BRM v3.2.0Information & Communication Technology ManagementInformation & Communication Technology Management plans, builds, and runs an institution's technology services and solutions.BC201HERM BRM v3.2.0Follett Store PlatformThe campus store system: course materials ordering, inventory, rental, buyback, student orders, POS and store reports.Vendor coreFollettMaintainExample State University (sample)BookstoreFollett DiscoverFaculty adoption portal with title search, OER discovery, prior-term rollover and adoption tracking.Vendor moduleFollettInvestExample State University (sample)BookstoreFollett ACCESSInclusive and equitable access programs: participation, opt-out, day-one delivery and the billing file.Vendor moduleFollettInvestExample State University (sample)BookstoreVitalSource BookshelfeTextbook reader and digital entitlements, launched from the LMS.Third-partyVitalSourceMaintainExample State University (sample)BookstoreMBS Textbook ExchangeWholesaler for used and rental sourcing, buyback bids and EDI ordering.Third-partyMBSMaintainExample State University (sample)BookstoreShopifyOnline merchandise store run by the store's marketing team. Keeps its own stock counts.Third-partyShopifyTolerateExample State University (sample)BookstoreCanvas LMSLearning management system; launches digital course materials by LTI.Third-partyInstructureMaintainExample State University (sample)BookstorePressbooksThe library's open textbook publishing and hosting platform.Third-partyPressbooksInvestExample State University (sample)BookstoreBanner StudentRecord of sections, enrollment and student accounts; receives access charges and shows course cost on the schedule.Vendor moduleEllucianMaintainExample State University (sample)BookstoreBanner Financial AidDetermines bookstore charge eligibility and limits for aided students.Vendor moduleEllucianMaintainExample State University (sample)BookstoreBanner FinanceERP general ledger; posts store sales, access charges and departmental purchases.Vendor moduleEllucianMaintainExample State University (sample)BookstoreTransact Campus IDCampus card and stored value, accepted as tender at the store.Third-partyTransactMaintainExample State University (sample)BookstoreTouchNetPCI-validated payment gateway for online orders and card payments.Third-partyTouchNetMaintainExample State University (sample)BookstoreOktaSingle sign-on and multifactor for faculty, students and store staff.Third-partyOktaInvestExample State University (sample)BookstoreAccommodateDisability services case system; receives accessible format requests.Third-partySymplicityMaintainExample State University (sample)BookstoreInstitutional data warehouseInstitutional reporting; receives adoption, cost and access-program extracts.HomegrownExample State UniversityMaintainExample State University (sample)BookstoreSpreadsheets & emailShared spreadsheets, paper logs and email used where no system covers the work.ManualVarious officesRetireExample State University (sample)Bookstorefullsystem of record5workaroundsystem of record1fullsystem of record5workaroundsystem of record1fullsystem of record4fullcontributes1fullsystem of record3fullcontributes1fullcontributes1workaroundsystem of record2fullsystem of record4fullcontributes1fullsystem of record2fullsystem of record3fullsystem of record6fullsystem of record2fullsystem of record1fullsystem of record1fullsystem of record5fullcontributes1fullcontributes1fullcontributes1workaroundsystem of record1fullsystem of record5fullsystem of record1fullsystem of record5fullcontributes1fullsystem of record3fullcontributes1fullcontributes1workaroundsystem of record2fullcontributes1fullsystem of record5fullcontributes1fullsystem of record4fullsystem of record1fullsystem of record5fullcontributes1fullcontributes1workaroundsystem of record1fullsystem of record4workaroundcontributes1fullsystem of record2fullsystem of record3fullsystem of record2fullcontributes1workaroundsystem of record2partialsystem of record1fullsystem of record2partialsystem of record1partialsystem of record1partialsystem of record1partialsystem of record1workaroundsystem of record2fullsystem of record5fullsystem of record1fullsystem of record1fullsystem of record3fullsystem of record1workaroundsystem of record1fullcontributes3partialsystem of record1fullcontributes1fullcontributes1fullsystem of record1fullsystem of record3fullsystem of record1fullsystem of record1fullsystem of record1fullsystem of record3fullcontributes1workaroundsystem of record1fullsystem of record2fullsystem of record2fullsystem of record4fullsystem of record1fullsystem of record2fullsystem of record3partialsystem of record1HERM codeTypeVendorLifecycleEcosystemsCoverageRoleFeaturesSource