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The intention of this round of testing is to cover the major use cases for resource sharing via DCB. What is reflected “in scope” is approximately 80% of the use cases required to have a complete solution supporting resource sharing. Over the coming months, the remainder of the use cases will be developed, tested and then supported on-going for Sierra, FOLIO, FOLIO ECS and Polaris.

In scope

  • Sierra libraries

  • Item requesting

    • Patron affiliation

    • Patron authentication

    • Pickup location selection

  • Full happy path circulation lifecycle

  • Lending – produce paging slip → checkin (to trigger hold) → put in-transit to pickup location + produce in-transit slip

  • Borrowing – hold → checkin (received) + produce hold slip + put on-holdshelf + produce pickup notification → checkout to patron + date due slip → checkin from patron + put in-transit + produce in-transit slip

    1. Lending – checkin + remove transaction

    2. Borrowing – remove transaction (transaction complete)

  • Patron cancellation of a request

    1. Borrowing – Patron account in OPAC or Discovery → cancel request → remove hold

    2. Lending – remove hold (transaction complete)

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Group

Institution

Member

Email

Other info (cluster/hostLMS)

Status

1

Lindenwood

Jake Morrisey

jmorrissey2@lindenwood.edu

bridges

PROGRESSING

II validate config

1

William Woods

Rachel Utrecht

rachel.utrecht@williamwoods.edu

avalon

PROGRESSING

II validate config

2

Springfield-Greene County

Stephanie Ruhe

stephanier@thelibrary.org

standalone SGCL

PROGRESSING

II validate config

2

West Des Moines Library

Heather Hildreth

heather.hildreth@wdm.iowa.gov

standalone
DM

PROGRESSING

II validate config

3

Washington University

Eric Joslin

ejoslin@wustl.edu

standalone
WASHU

PROGRESSING

Write config

3tbd

Southeast Missouri State

Susan Welker

smwelker@semo.edu

standalone
SEMO

BLOCKED

NO CREDS

tbd3

NW Missouri

tbd

tbd

KC-Towers

PROGRESSING

II Validate Config

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