Page Comparison

Timeline

• 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

  • Quiet Period - 11/06 - 11/11

  • Update 3 - 11/12-11/17

• Quiet Period

  • No Updates - 11/20 - 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

Testing Phases

• 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)

Task Schedule

Questions

1. Is RTAC part of holdings or do we need to track that separately?
   >>TA: it is part of detailed holdings. Effectively, this was nearly done in a prior Jira (will post it) and is being slight extended to include the agency description (plus a number of other fields which will come with the response from DCB but won’t be part of the display).

2. Full circulation, holds fulfillment, item circulation, renewal. Do we need to track them separately ?
   >>TA: Not for beta tracking but will want reporters to submit with that level of detail.

3. Full circulation vs. Item Circulation
   >>TA: No difference. Should just be full circulation.

4. Pending Infrastructure work