Higher Ed Enterprise Model: Research cores and LIMS mapped to HERM v3.2.0Research core facility and LIMS 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.Research cores and LIMS functions and featuresResearch core facilities and LIMS: functions and features offered by the major vendors, mapped to HERM.This siteResearch cores 1.1 Define coresCore Facility Setup. 6 features: Core facility profiles; Core staff roles; Public core directory; Multi-institution and external cores; Core policy acknowledgements; Catalog audience controls6This siteResearch cores 2.1 List instrumentsInstrument and Service Catalog. 6 features: Instrument records; Instrument status and availability; Instrument-specific booking rules; Accessories and add-ons; Instrument documentation library; Instrument capability specifications6This siteResearch cores 2.2 List servicesInstrument and Service Catalog. 5 features: Service catalog; Service request forms; Service packages and bundles; Products and consumables sales; Catalog rate presentation5This siteResearch cores 3.1 Book instrumentsInstrument Scheduling. 12 features: Instrument booking calendar; Booking approval workflows; Training-based booking permissions; Recurring and block bookings; Assisted sessions with staff; Cancellation policies and penalties; Waitlists and slot release; Peak and off-peak scheduling; Booking reminders and notifications; Calendar sync; Scheduling allocation and quotas; Coordinated resource booking12This siteResearch cores 4.1 Manage service requestsService Request Management. 9 features: Service request submission; Quotes and cost estimates; Request review and acceptance; Work queue and assignment; Request status tracking; Request messaging and history; Project-based requests; Request change and cancellation control; Cross-facility service coordination9This siteResearch cores 5.1 Manage user qualificationAccess and Training. 6 features: User registration and approval; Training requests and sessions; Training and certification records; Safety training prerequisite checks; Physical access control integration; Qualification expiration6This siteResearch cores 6.1 Log usageInstrument Usage Logging. 8 features: Manual usage entry; Instrument interlock and login control; Automatic usage capture; Usage versus booking reconciliation; Usage review and correction; Instrument telemetry and IoT sensors; Service labor and material capture; Automated usage anomaly detection8This siteResearch cores 7.1 Maintain instrumentsEquipment Maintenance. 5 features: Maintenance and downtime scheduling; Problem reporting; Service contract and warranty tracking; Instrument utilization metrics; Preventive maintenance schedules5This siteResearch cores 8.1 Set ratesRates and Pricing. 7 features: Rate tables by user type; Unit-based pricing; Effective-dated rates; Tiered and volume pricing; Subsidies and discounts; Rate calculation support; Reservation charging rules7This siteResearch cores 9.1 Charge for useCharges and Invoicing. 14 features: Payment source validation; PI approval of payment sources; Charge generation from usage and requests; Split funding; Billing review and approval; Billing cycles; Internal recharge journal export; External customer invoicing; Credit card payments; Disputes and credits; Multi-core billing consolidation; Funding expiration and budget alerts; Recurring service charges; Itemized billing statements14This siteResearch cores 10.1 Manage samplesSample Submission and Tracking. 8 features: Sample submission forms; Bulk sample manifest upload; Sample labels and barcodes; Sample receipt and QC; Sample storage locations; Sample chain of custody; Sample return and disposal; Aliquot and derivative lineage8This siteResearch cores 11.1 Run and deliverWorkflow and Results. 10 features: Configurable lab workflows; Plate and batch layouts; Reagent and lot tracking; Results and file delivery; Large data delivery handoff; Instrument data capture; Electronic lab notebook integration; AI-assisted QC and data review; Deliverable review and release; Versioned result corrections10This siteResearch cores 12.1 Self-serviceResearcher Portal. 8 features: Single sign-on researcher access; External user accounts; Lab and group management; My bookings and requests; Charge and invoice review; Publication acknowledgement tracking; Accessible design; Principal investigator and manager workspace8This siteResearch cores 13.1 Operate and reportStaff Workspace and Reporting. 8 features: Staff dashboard; Standard usage and revenue reports; Ad hoc report builder; Grant and annual reporting support; Customer satisfaction surveys; Institution-wide core analytics; Facility announcements; Demand and workload forecasting8This siteResearch cores 14.1 IntegrateCampus System Integration. 12 features: Identity and directory feed; Campus SSO; ERP account validation feed; ERP recharge journal interface; Research admin award feed; Institutional safety training feed; Research storage and HPC handoff; Open API and webhooks; ERP acknowledgment and reconciliation; Duplicate-safe transfer and retry; Analytics data extraction; Integration monitoring12This siteResearch cores 15.1 Secure the systemSecurity and Access Administration. 8 features: Role-based permissions; Multi-factor authentication; Audit trail; Encryption in transit and at rest; Data classification controls; Security attestations; Privileged access protection; Security log export8This siteResearch cores 16.1 Configure and operateConfiguration, Operations and Data Exit. 9 features: Core self-configuration; Institution-wide settings; Hosting options; Availability and disaster recovery; Implementation and data migration; Full data export on exit; Configuration testing and promotion; Retention and disposition controls; Contract exit and verified deletion9This siteResearch Infrastructure ManagementResearch Infrastructure Management oversees the lifecycle and governance of an institution's research platforms, research facilities, and research instrumentation.BC097HERM BRM v3.2.0Research Resource ManagementResearch Resource Management acquires, creates, and manages resources required for research creation.BC236HERM BRM v3.2.0Service ManagementService Management is a business capability that designs all aspects of services and service and support models.BC218HERM BRM v3.2.0Workforce Training & DevelopmentWorkforce Training & Development determines, builds, delivers, and records the outcomes of professional development and training.BC182HERM BRM v3.2.0Health, Safety, & Wellbeing ManagementHealth, Safety, & Wellbeing Management identifies, manages, investigates, and monitors risks to the health, safety, and environment of all people engaged in institutional activities or located at institutional locations.BC180HERM BRM v3.2.0Campus Security ManagementCampus Security Management provides and manages institution security services for safety and protection of people and assets.BC129HERM BRM v3.2.0Advanced AnalyticsAdvanced Analytics produces insights and information assets using sophisticated analysis techniques on diverse data sets.BC144HERM BRM v3.2.0Asset ManagementAsset Management undertakes the lifecycle management of physical assets.BC197HERM BRM v3.2.0Contract ManagementContract Management manages the development, negotiation, execution, and review of institution contracts.BC156HERM BRM v3.2.0Business Intelligence & ReportingBusiness Intelligence & Reporting collects, analyses, and transforms data and presents business information.BC211HERM BRM v3.2.0Price ModellingPrice Modelling models various product-pricing scenarios and their effect on demand and revenue.BC189HERM BRM v3.2.0Research Funds ManagementResearch Funds Management manages the revenue and expenditure related to an institution's research projects or individual grants.BC073HERM BRM v3.2.0Accounts ReceivableAccounts Receivable manages the receipt of payments to an institution.BC188HERM BRM v3.2.0Research Data ManagementResearch Data Management manages the storage, classification, categorisation, usage, preservation, and sharing of datasets throughout the research lifecycle.BC077HERM 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 v3.2.0Research Impact ManagementResearch Impact Management identifies, assesses, and tracks the impact of research on the broader community across cultural, economic, environmental, social, legal, political, and technological dimensions.BC228HERM BRM v3.2.0Research Performance ManagementResearch Performance Management assesses the performance of an institution's research activities and undertakes performance improvement.BC090HERM BRM v3.2.0Communications ManagementCommunications Management delivers and responds to broadcast and conversational communications.BC220HERM 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 v3.2.0Data ManagementData Management plans, creates or acquires, stores, uses, archives, and disposes of data.BC143HERM BRM v3.2.0Research Grant ManagementResearch Grant Management administers the research grants an institution is a party to.BC215HERM BRM v3.2.0Records ManagementRecords Management provides the systematic control and governance of an institution's records and associated information.BC145HERM BRM v3.2.0Information Security ManagementInformation Security Management protects the confidentiality, integrity, and availability of information in an institution's care.BC138HERM BRM v3.2.0Delivery, Service, & SupportDelivery, Service, & Support provides and supports an institution with the information and communication technology services it requires.BC204HERM BRM v3.2.0Research ActivityResearch Activity manages the undertaking of systematic investigation.BC074HERM BRM v3.2.0Business Capability ManagementBusiness Capability Management designs, configures, and lifecycle-manages an institution's business capabilities.BC206HERM BRM v3.2.0Human Resource ManagementHuman Resource Management encompasses strategic and operational activities related to the institution's workforce.BC171HERM BRM v3.2.0Auxiliary CapabilitiesAuxiliary Capabilities provide essential foundational support to an institution's core value chains and enabling business capabilities.BC114HERM BRM v3.2.0Facilities & Estate ManagementFacilities & Estate Management oversees and maintains an institution's physical estate, property, and facilities.BC125HERM BRM v3.2.0Information ManagementInformation Management describes, organises, distributes, and governs information.BC135HERM BRM v3.2.0Financial ManagementFinancial Management oversees, plans and controls all aspects of an institution's finances.BC184HERM BRM v3.2.0Legal AffairsLegal Affairs manages and advises an institution on legal matters.BC155HERM BRM v3.2.0Research ManagementResearch Management enables and facilitates the administrative and operational functions required to support research activity.BC093HERM BRM v3.2.0Research DisseminationResearch Dissemination manages the sharing of research findings with target audiences.BC086HERM BRM v3.2.0Research AssuranceResearch Assurance manages frameworks and expectations for the responsible and compliant conduct of an institution's research activities.BC245HERM BRM v3.2.0Engagement & Relationship ManagementEngagement & Relationship Management develops and sustains connections between an institution and its constituent individuals, stakeholders, and groups.BC238HERM BRM v3.2.0Research FundingResearch Funding acquires financial resources required to support research, training, and service through various agreements.BC071HERM BRM v3.2.0Information & Communication Technology ManagementInformation & Communication Technology Management plans, builds, and runs an institution's technology services and solutions.BC201HERM BRM v3.2.0Agilent iLab OperationsThe core facilities platform: core and instrument catalog, booking, service requests, training records, usage, rates, recharge billing, sample requests and the researcher portal.Vendor coreAgilentInvestExample State University (sample)Research coresGenomics core sample trackerA homegrown database the genomics and proteomics cores use for sample locations, plates and lineage that iLab does not cover.HomegrownIn-houseTolerateExample State University (sample)Research coresBanner FinanceERP general ledger; validates chartstrings and posts recharge journals and external invoices.Vendor moduleEllucianMaintainExample State University (sample)Research coresBanner HR & PayrollEmployee and department records used to set up internal researchers and labs.Vendor moduleEllucianMaintainExample State University (sample)Research coresKuali ResearchResearch administration; awards, budget periods and end dates that govern which grants can pay for core work.Third-partyKualiInvestExample State University (sample)Research coresCITI ProgramOnline research safety and compliance training that gates instrument access.Third-partyCITI ProgramMaintainExample State University (sample)Research coresSciShieldLab safety: lab registrations, hazard training and chemical inventory.Third-partySciShieldInvestExample State University (sample)Research coresLenel OnGuardCard access to core facility rooms and instrument suites.Third-partyLenelS2MaintainExample State University (sample)Research coresLabArchivesElectronic lab notebook used by research groups and some cores.Third-partyLabArchivesMaintainExample State University (sample)Research coresGlobusManaged transfer of large instrument and sequencing data to researcher storage.Third-partyUniversity of ChicagoInvestExample State University (sample)Research coresHPC cluster (Slurm)Research computing cluster and research storage where large core data lands for analysis.HomegrownIn-houseInvestExample State University (sample)Research coresTouchNetCard payments for external academic and industry customers.Third-partyTouchNetMaintainExample State University (sample)Research coresMicrosoft 365Outlook calendars and email that staff sync bookings into.Third-partyMicrosoftMaintainExample State University (sample)Research coresOktaSingle sign-on and multifactor for researchers and core staff.Third-partyOktaInvestExample State University (sample)Research coresQualtricsCore customer satisfaction surveys.Third-partyQualtricsMaintainExample State University (sample)Research coresResearch data warehouseInstitutional research reporting; receives core usage and revenue extracts.HomegrownIn-houseMaintainExample State University (sample)Research coresSpreadsheets & emailShared spreadsheets, paper logs and email used where no system covers the work.ManualVarious officesRetireExample State University (sample)Research coresfullsystem of record6fullsystem of record6fullsystem of record4workaroundsystem of record1fullsystem of record10fullcontributes1workaroundsystem of record2fullsystem of record8workaroundsystem of record1fullsystem of record4fullcontributes1fullcontributes1workaroundsystem of record2fullcontributes1fullsystem of record8fullsystem of record3workaroundsystem of record2fullsystem of record6workaroundsystem of record1fullsystem of record12fullcontributes3fullsystem of record1workaroundsystem of record2fullcontributes1fullsystem of record6fullsystem of record3fullsystem of record5fullsystem of record3workaroundsystem of record2fullsystem of record2fullcontributes1partialsystem of record1fullsystem of record1fullsystem of record7workaroundsystem of record1fullsystem of record5fullsystem of record3workaroundsystem of record2fullsystem of record1fullsystem of record2fullcontributes1fullsystem of record7fullsystem of record3fullsystem of record1fullsystem of record1workaroundsystem of record3partialcontributes1fullcontributes1fullsystem of record7fullsystem of record1fullsystem of record8workaroundsystem of record1HERM codeTypeVendorLifecycleEcosystemsCoverageRoleFeaturesSource