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Information

Used for

Example

Server Details

Host LMS Setup

Type of server configuration for library’s catalog and requesting systems.

standalone: not shared with other members

shared: shared only with other consortium members

mixed: shared with libraries outside of consortium

consortial: set up for and shared with other FOLIO ECS libraries

Host LMS Name

Unique human-readable server name

Used for DCB server configuration, and for display in DCB Admin

eg, BRIDGES

Host LMS ID

Unique server ID

Used by DCB Admin to identify the system

eg, MOBTE

Library Code

Unique library ID or agency code as used on Host LMS

Used for configuring key reference data and mappings, including pickup and shelving locations

eg, 6sccl

Authentication Details

Host LMS API (Production)

eg, https://somemobiuslibrary.somedomain.com

Credentials: API Key (Production)

Also known as

  • Polaris: "access-key"

  • Sierra: "key"

Credentials: API Secret (Production)

Authorisation to Index (Production)

Patron Website (Production)

Backup / Downtime Schedule

Host LMS API (Test)

Credentials: Key (Test)

Credentials: Secret (Test)

Authorisation to Index (Test)

Patron Website (Test)

Backup / Downtime ScheduleAlso known as

  • Polaris: "access-id"

  • Sierra: "secret"

Polaris Staff Account: Domain

Required for authentication on Polaris systems

eg, same as Host LMS name

Polaris Staff Account: Username

Required for authentication on Polaris systems

eg, DCBStaffUser

Polaris Staff Account: Password

Required for authentication on Polaris systems

Polaris Staff Account: Organization ID

Required for authentication on Polaris systems

eg, 37

Server Operations

Diagnostic Contact

Authorised and able to provide diagnostic support for ensuring local systems are properly configured to work with DCB

Contact (eg, name, email, number, slack, jira)

Current ILS

ILS currently being used to manage catalog and requesting

Used for harvesting and workflow testing

FOLIO, Sierra, Polaris, WMS, ALMA

Current ILS Version

Backup / Downtime Schedule

Library Systems

Launch ILS

ILS expected to be used when starting to use DCB services

Used for workflow testing and configuration for production services

FOLIO, Sierra, Polaris, WMS, ALMA

Launch ILS Version

Expected ILS Migration Date

Current Launch Discovery System

Discovery system currently being used to manage catalog and requestingexpected to be used when starting to use DCB services

Used for workflow testing and configuration for production services

Encore, Locate, Vega, Classic EDS, New EDS, Primo

Current Launch Discovery System Version

Launch Discovery SystemPAC

Discovery system PAC expected to be used when starting to use DCB services

Used for workflow testing and configuration for production services

Encore, Locate, Vega, Classic EDS, New EDS, Primo

Launch Discovery System Version

Expected Discovery System Migration Date

Current PAC

PAC expected to be used when starting to use DCB services

Used for workflow testing and configuration for production services

PolarisPAC, WebPAC

Current PAC Version

Launch PolarisPAC, WebPAC

Launch PAC Version

Patron Website (Production)

Additional Information

Test Environment

Information

Used for

Example

Host LMS API (Test)

Credentials: Key (Test)

Credentials: Secret (Test)

Authorisation to Index (Test)

Patron Website (Test)

Backup / Downtime Schedule

Current Systems (if different from Launch Systems)

Information

Used for

Example

Current ILS

ILS currently being used to manage catalog and requesting

Used for harvesting and workflow testing

FOLIO, Sierra, Polaris, WMS, ALMA

Current ILS Version

ILS add-ons or extensions in use

Used to determine any configuration compatibility issues and existing workflow behaviours

Expected ILS Migration Date

Current Discovery System

Discovery system currently being used to manage catalog and requesting

Used for workflow testing

Encore, Locate, Vega, Classic EDS, New EDS, Primo

Current Discovery System Version

Expected Discovery System Migration Date

Current PAC

PAC expected to be used when starting to use DCB services

Used for workflow testing and configuration for production services

PolarisPAC, WebPAC

Launch

Current PAC Version

Expected PAC Migration Date