Page Comparison

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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 -

...

9/22

• Scope

  • Search and Instance Detail Display in Locate DCB

Update 3 -

...

9/25 - 10/

...

6

• Scope

  • Instance Details with Holdings

  • RTAC Transformation in Locate DCB

  • Faceting (Publisher, Subject)

  • Sorting

...

• 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

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

  • Sierra request cancellation by patron

  • Environment - Scaffolding, DCB, Polaris

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

...

• Assumptions

  • FOLIO will be Borrowing, Lending and Pickup

  • Patron cancellation of request will either happen in FOLIO or Locate Locate

Update 1 - 1/

...

17 -

...

2/

...

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 -

...

2/

...

5 - 2/16

• Scope

  • Item selection algorithm (shortest distance)

  • Verify patron eligibility

  • Volume level request

  • Pickup anywhere support

  • Request workflow exceptions

Update

...

3 -

...

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) -

...

2/26 -

...

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 -

...

3/

...

4 -

...

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

Go Live May 22 2024