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Note: test plans can be found in Jira.
| Table of Contents | ||||
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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)
Quiet Period - 11/06 - 11/11
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Quiet Period
No Updates - 11/20 - 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
Go Live
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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
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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
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Update 2 -
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9/18 -
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9/22
Scope
Search and Instance Detail Display in Locate DCB
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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)
Sorting
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Update 4 - 10.09 - 10.13
ScopePatron request by affiliated institution, patron authentication, pickup location selection. Lending - Sierra, Borrowing - Sierra)Faceting (Format)SortingRequest 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
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Update 1 - 10/
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25 - 10/27
ScopeSierra, Polaris & FOLIO instance harvesting and suppression to DCB shared indexSierra, Polaris & FOLIO instance records clustered and populate the DCB shared indexScaffolding application needed only for clustering confirmation
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Patron request by affiliated institution, patron authentication, pickup location selection. Lending - Sierra, Borrowing - Sierra)Sierra request cancellation by patronEnvironment- Scaffolding, DCB, Polaris
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Scope
Search and Instance Detail Display in Locate DCB
Instance Details with Holdings
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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
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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
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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
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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
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Update 2 -
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3/
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4 -
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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
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Task Schedule
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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 server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-229
Place Request (Lending - Sierra, Borrowing - Sierra)
Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-228 Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-100 Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-99 Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-153 Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-148 Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-185 Need to find the ticket for the actual endpoint that locate is supposed to call
Holdings Information for Full Record Display
Jira Legacy server System JIRA serverId a6f93653-ee50-3e81-88ad-29eb84ada35c key DCB-273
K-Int
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09.11
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)
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Tim, MCO
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09.11 - 10.06
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Instance detail with holdings
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Dreamliner
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09.11 - 10.06
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Development for Polaris (Harvesting, Clustering, Full Circulation) -
| Jira Legacy | ||||||
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Development for FOLIO (Harvesting) -
| Jira Legacy | ||||||
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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
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Volume Level Request (K-Int) - Jira Ticket TBD
Volume Level Request (Dreamliner) - F73042
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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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Configurable options for MCO administrators - Jira Ticket TBD
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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