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Assumptions
Patron cancellation of request will either happen in Sierra or WebPAC
At least 2 Sierra systems will be Borrowing, Lending and Pickup
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
Update 2 -
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9/18 -
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9/22
Scope
Search and Instance Detail Display in Locate DCB
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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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 confirmationPatron request by affiliated institution, patron authentication, pickup location selection. Lending - Sierra, Borrowing - Sierra)Sierra request cancellation by patronEnvironment- Scaffolding, DCB, Polaris
Update 2 - 11/1 - 11/
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7
Scope (LOCATE DCB)
Search results redux
Detailed holdingsView instance details
Instance detailed record display
HoldingsSummary 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/
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15 - 11/
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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/
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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
Update 5 - 11/29-12/01
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 - 12/06 22 - 01/05 02
Buffer, Catch up testing, Bug fixes, FOLIO ECS (Partial)
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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 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
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)
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/
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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)
Dress Rehearsal Feb 26 2024 - Mar 27 2024
First pass detailed with Jenna