This dataset contains two spreadsheets: 1) an in-depth functionality assessment of Digital Commons based on the University of Pennsylvania's "Platform Functionality Review" (https://penntrl.wordpress.com/2019/01/23/scrip-appendices/); 2) a running list of required functionality for an institutional repository platform. The spreadsheets accompany a forthcoming book chapter, "Envisioning the Future of a Mature IR: A Midlife Assessment of ScholarWorks@UMassAmherst".