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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
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
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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/
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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