Page Comparison

Note: test plans can be found in Jira.

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• Phase 1 (Sierra - Harvesting, Clustering, Full Circulation, LOCATE DCB)

  • Update 1 - 09/11-09/15

  • Update 2 - 09/18-09/22

  • Update 3 - 09.25 - 09.29

  • Update 4 - 10.09 - 10.13

• Phase 2 (Polaris - Harvesting, Clustering, Full Circulation FOLIO- Harvesting)

  • Update 1 - 10/23-10/27

  • Update 2 - 10/30-11/03

  • Update 3 - 11/06-11/10

• Quiet Period

  • No Updates - 11/13 - 01/05

  • Buffer, Catch up testing, Bug fixes, FOLIO ECS (Partial)

• Phase 3 (FOLIO - Full Circulation, Multi platform, Administrative features)

  • Update 1 - 1/8 - 1/19

  • Update 2 - 1/29 - 2/2

  • Update 3 - 02/05 - 2/16 (Internal)

• Phase 4 (Onboarding & Admin App)

  • Update 1 - 02/26 - 03/01

  • Update 2 - 03/04 - 03/29

• Dress Rehearsal

  • Feb 26 2024 - Mar 27 2024

• Go Live

  • May 22 2024

• Phase 1 (Sierra - Harvesting, Clustering, Full Circulation)

  • Assumptions

    • Patron cancellation of request will either happen in Sierra or WebPAC

    • At least 2 Sierra systems will be Borrowing, Lending and Pickup

  • Anchor
    P1U1 P1U1

    Update 1 - 09/11-09/15

    • Scope

      • Sierra instance harvesting to DCB shared index

      • Sierra instance records clustered and populate the DCB shared index

      • Scaffolding application needed only for clustering confirmation

      • The UAT plan + reporting + confirmation from customers

    • Environment - Scaffolding, DCB, Sierra

  • Anchor
    P1U2 P1U2

    Update 2 - 09/18-09/22

    • Scope

      • Search and Instance Detail Display in Locate DCB

  • Anchor
    P1U3 P1U3

    Update 3 - 09.25 - 10.06

    • Scope

      • Instance Details with Holdings

      • RTAC Transformation in Locate DCB

      • Faceting (Publisher, Subject)

      • Sorting

  • Anchor
    P1U4 P1U4

    Update 4 - 10.09 - 10.13

    • Scope

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - Sierra, Borrowing - Sierra)

      • Faceting (Format)

      • Sorting

      • Request Cancellation by Patron

• Phase 2 (Polaris - Harvesting, Clustering, Full Circulation FOLIO- Harvesting)

  • Assumptions

    • Polaris will be Borrowing, Lending and Pickup

    • Patron cancellation of request will either happen in Polaris or PowerPAC

  • Anchor
    P2U1 P2U1

    Update 1 - 10/23-10/27

    • Scope

      • Polaris & FOLIO instance harvesting to DCB shared index

      • Polaris & FOLIO instance records clustered and populate the DCB shared index

      • Scaffolding application needed only for clustering confirmation

      • The UAT plan + reporting + confirmation from customers

    • Environment - Scaffolding, DCB, Polaris

  • Anchor
    P2U2 P2U2

    Update 2 - 10/30-11/03

    • Scope

      • Search and Instance Detail Display in Locate DCB

      • Instance Details with Holdings

  • Anchor
    P2U3 P2U3

    Update 3 - 11/06-11/10

    • Scope

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - Polaris, Borrowing - Polaris)

      • Request Cancellation by Patron

• Phase 3 (FOLIO - Full Circulation, Multi platform, Administrative features)

  • Assumptions

    • FOLIO will be Borrowing, Lending and Pickup

    • Patron cancellation of request will either happen in FOLIO or Locate Locate

  • Anchor
    P3U1 P3U1

    Update 1 - 1/8 - 1/19

    • Scope

      • Patron request by affiliated institution, patron authentication, pickup location selection. Lending - FOLIO, Borrowing - FOLIO)

      • Request Cancellation by Patron

      • Multiple platform

      • My Bookshelf - Local Locate

  • Anchor
    P3U2 P3U2

    Update 2 - 1/29 - 2/2

    • Scope

      • Item selection algorithm (shortest distance)

      • Verify patron eligibility

      • Volume level request

      • Pickup anywhere support

      • Request workflow exceptions

  • Anchor
    P3U3 P3U3

    Update 3 - 02/05 - 2/16 (Internal)

    • DCB Performance Testing. Includes Ingestion, Search & Circulation

• Phase 4 (Onboarding & Admin App)

  • Anchor
    P4U1 P4U1

    Update 1 (All of these require development work) - 02/26 - 03/01

    • Configurable options for MCO administrators

    • Onboarding utilities for MCO

    • System monitoring tools; DCB health dashboard

    • Circulation exception reports (Admin App)

    • Shared index matching

  • Anchor
    P4U2 P4U2

    Update 2 - 03/04 - 03/29

    • System operational instructions

    • Add collections to Shared Index from individual sites

    • Onboarding guidance for libraries

    • Documentation for MCO/EBSCO support

    • Implement sites (configuration and verification)

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