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Tim Auger

Tim Auger

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Go Live

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Timeline

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

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

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Quiet Period

  • No Updates - 11/13 - 01/05

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

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

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Phase 4 (Onboarding & Admin App)

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Dress Rehearsal

  • Feb 26 2024 - Mar 27 2024

Table of Contents
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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

      anchorP1U1P1U1

Update 1 -

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9/11 -

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9/15

  • 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

      AnchorP1U2P1U2

Update 2 -

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9/18 -

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9/22

  • Scope

    • Search and Instance Detail Display in Locate DCB AnchorP1U3P1U3

Update 3 -

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9/25 - 10

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/6

  • Scope

    • Instance Details with Holdings

    • RTAC Transformation in Locate DCB

    • Faceting (Publisher, Subject)

    • AnchorP1U4P1U4Sorting

Update 4 - 10.09 - 10.13

  • Scope

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

    • Faceting (Format

      , Location, Language

      )

    • Sorting

    • Request Cancellation by Patron

Phase 2 (Polaris - Harvesting, Clustering, Full Circulation, FOLIO- Harvesting, Sierra - Full Circulation, LOCATE DCB)

  • Assumptions

    • Polaris will be Borrowing, Lending and Pickup

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

      AnchorP2U1P2U1

Update 1 - 10/

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25 - 10/27

  • Scope

    • Sierra, Polaris & FOLIO instance harvesting and suppression to DCB shared index

    • Sierra, 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

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

    • Sierra request cancellation by patron

    • Environment - Scaffolding, DCB, Polaris

      AnchorP2U2P2U2Update 2 - 10/30-11/03

      • Scope

        • Search and Instance Detail Display in Locate DCB

        • Instance Details with Holdings

      AnchorP2U3P2U3Update 3 - 11/06-11/10Scope

Update 2 - 11/1 - 11/7

  • Scope (LOCATE DCB)

    • Search results redux

    • View instance details

      • Instance record display

      • Summary holdings display

    • Faceting (Format)

    • Sorting of author

    • Other changes and fixes

      • Publication date on detailed display

      • Removal of availability from search results

      • Removal of “Place a hold” option from search results

      • others

Update 3 - 11/15 - 11/17

  • Scope / Environments - Sierra, Polaris, FOLIO; DCB Discovery Scaffold

    • Sierra, Polaris & FOLIO instance harvesting and suppression to DCB shared index

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

    • Scaffolding application needed only for clustering confirmation

  • Scope / Environments - Sierra, Polaris, FOLIO; Locate DCB

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

    • Sierra request cancellation by patron

Update 4 - 11/27 - 12/22, 1/3 - 1/12

  • Scope (Polaris)

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

    • Request Cancellation by Patron

  • Scope (Polaris and Sierra)

    • Full circulation lifecycle between Sierra and Polaris

    • Request Cancellation by Patron between Sierra and Polaris

    • Retesting

Quiet Period

  • No planned updates - 12/22 - 01/02

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

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

      AnchorP3U1P3U1

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

      AnchorP3U2P3U2circulation testing

    • My Bookshelf - Local Locate

Update 2 -

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2/

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5 - 2/

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16

  • Scope

    • Item selection algorithm (shortest distance)

    • Verify patron eligibility

    • Volume level request

    • Pickup anywhere support

    • Request workflow exceptions

      AnchorP3U3P3U3

Update 3 -

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2/

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16 - 2/

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26 (Internal)

  • DCB Performance Testing. Includes Ingestion, Search & Circulation

Phase 4 (Onboarding & Admin App)

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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

    AnchorP4U2P4U2

Update 2 -

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3/

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4 -

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3/29

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09.11 - 10.06

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Development for Polaris (Harvesting, Clustering, Full Circulation) -

Jira Legacy
serverSystem JIRA
serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
keyDCB-282

Development for FOLIO (Harvesting) -

Jira Legacy
serverSystem JIRA
serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
keyDCB-28

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K-Int

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Passthrough development US1107611

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Dreamliner

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Setup Local Locate for the Beta Environment - Rally ticket TBD

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Dreamliner

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Item selection algorithm (shortest distance) - Jira Ticket TBD

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K-Int

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Verify patron eligibility - Jira Ticket TBD

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K-Int

Volume Level Request (K-Int) - Jira Ticket TBD

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  • 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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Date

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Task

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Owner

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09.05

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Update DCB Infrastructure

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FSE Platform

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09.05

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Documented test plan for Beta Phase 1 (Update 1 and Update2) and will be sent out to all stakeholders(internal and MOBIUS) for a review

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Tim

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09.06

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Connect Scaffolding app to FSE’s DCB Infrastructure

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FSE Platform, Ian

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09.06

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Complete Regression Testing

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All

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09.07

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Go/No Go (Phase I Update 1)

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All

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09.08

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Setup Locate Cluster in the Beta environment

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Vijay

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09.08

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Pickup location

  • Jira Ticket TBD

Authentication

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-229

Place Request (Lending - Sierra, Borrowing - Sierra)

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-228

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-100

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-99

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-153

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-148

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-185

  • Need to find the ticket for the actual endpoint that locate is supposed to call

Holdings Information for Full Record Display

  • Jira Legacy
    serverSystem JIRA
    serverIda6f93653-ee50-3e81-88ad-29eb84ada35c
    keyDCB-273

K-Int

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09.11

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Review Finalized Test Plan (with Feedback Incorporated) and Beta Project Plan

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Tim, MCO

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09.11 - 10.06

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Integrate Patron auth and Place Request Flow

Instance detail with holdings

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Dreamliner

    • )

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Pickup anywhere Support - Jira Ticket TBD

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System monitoring tools; DCB health dashboard - Jira Ticket TBD

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Circulation exception reports (Admin App) - Jira Ticket TBD

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Shared index matching - Jira Ticket TBD

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Internal Performance Testing

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All

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Onboarding utilities for MCO - Jira Ticket TBD

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Request workflow exceptions - Jira Ticket TBD

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02/16

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Ready for Dress Rehearsal

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02/26 - 03/27

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Dress Rehearsal

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04/22

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TLC Data load

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04/22

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Cataloging Freeze

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04/29

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Final DCB shared index Ingest

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Final FOLIO Catalog Indexing

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Final Locate Catalog Indexing

Questions

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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).

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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.

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

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Dress Rehearsal Feb 26 2024 - Mar 27 2024

  • First pass detailed with Jenna

Go Live May 22 2024