MOBIUS Beta Testing -- Project Plan

Timeline

• Phase 1 (Sierra - Harvesting, Clustering, Full Circulation, LOCATE DCB)

  • Update 1 - 09/13-09/15

  • Update 2 - 09/20-09/22

  • Update 3 - 09.27 - 09.29

  • Update 4 - 10/11 - 10/13

• Phase 2 (Polaris - Harvesting, Clustering, Full Circulation FOLIO- Harvesting)

  • Update 1 - 10/25-10/27

  • Update 2 - 11/01-11/03

  • Update 3 - 11/08-11/10

  • Update 4 - 11/15-11/18

  • Update 5 - 12/01-12/03

• Quiet Period

  • No planned updates - 12/06 - 01/05

  • Buffer, Catch up testing, Bug fixes, FOLIO ECS (Partial)

• Phase 3 (FOLIO - Full Circulation, Multi platform, Administrative features)

  • Update 1 - 1/8 - 1/19

  • Update 2 - 1/29 - 2/2

  • Update 3 - 02/05 - 2/16 (Internal)

• Phase 4 (Onboarding & Admin App)

  • Update 1 - 02/26 - 03/01

  • Update 2 - 03/04 - 03/29

• Dress Rehearsal

  • Feb 26 2024 - Mar 27 2024

• Go Live

  • May 22 2024

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

  • Update 1 - 09/11-09/15

    • 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 - 09/18-09/22

    • Scope

      • Search and Instance Detail Display in Locate DCB

  • Update 3 - 09.25 - 10.06

    • Scope

      • Instance Details with Holdings

      • RTAC Transformation in Locate DCB

      • Faceting (Publisher, Subject)

      • Sorting

  • Update 4 - 10.09 - 10.13

    • Scope

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

      • Faceting (Format)

      • Sorting

      • Request 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

  • Update 1 - 10/25-10/27

    • 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 - 11/1-11/03

    • Scope (LOCATE DCB)

      • Search results redux

      • Detailed holdings

        • Instance detailed display

        • Holdings

      • 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

        • [to add the remainder from PM Review filter]

  • Update 3 - 11/08-11/10

    • Retesting update

  • Update 4 - 11/13-11/18

    • Scope (Polaris)

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

      • Request Cancellation by Patron

  • Update 3 - 12/01-12/03

    • Scope (Polaris and Sierra)

    • Full circulation lifecycle between Sierra and Polaris

    • Request Cancellation by Patron between Sierra and Polaris

    • Retesting

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

  • Update 1 - 1/8 - 1/19

    • Scope

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

      • Request Cancellation by Patron

      • Multiple platform

      • My Bookshelf - Local Locate

  • Update 2 - 1/29 - 2/2

    • Scope

      • Item selection algorithm (shortest distance)

      • Verify patron eligibility

      • Volume level request

      • Pickup anywhere support

      • Request workflow exceptions

  • Update 3 - 02/05 - 2/16 (Internal)

    • DCB Performance Testing. Includes Ingestion, Search & Circulation

Phase 4 (Onboarding & Admin App)

• Update 1 (All of these require development work) - 02/26 - 03/01

  • 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 - 03/04 - 03/29

    • 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)