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Assumptions
FOLIO will be Borrowing, Lending and Pickup
Patron cancellation of request will either happen in FOLIO or Locate Locate
Update 1 - 1/
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17 -
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2/
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2
Scope
Patron request by affiliated institution, patron authentication, pickup location selection. Lending - FOLIO, Borrowing - FOLIO)
Request Cancellation by Patron
Multiple platform circulation testing
My Bookshelf - Local Locate
Update
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2 -
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2/
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5 - 2/16
Scope
Item selection algorithm (shortest distance)
Verify patron eligibility
Volume level request
Pickup anywhere support
Request workflow exceptions
Update
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3 -
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2/16 - 2/26 (Internal)
DCB Performance Testing. Includes Ingestion, Search & Circulation
Phase 4 (Onboarding & Admin App)
Update 1 (All of these require development work) -
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2/26 -
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3/01
Configurable options for MCO administrators
Onboarding utilities for MCO
System monitoring tools; DCB health dashboard
Circulation exception reports (Admin App)
Shared index matching
Update 2 -
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3/04 -
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3/29
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)
Dress Rehearsal Feb 26 2024 - Mar 27 2024
First pass detailed with Jenna