MOBIUS Beta Testing -- Project Plan

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

    • others

Update 3 - 11/08-11/10

• 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 - 11/15-11/17

• 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 - 01/05

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

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 circulation testing

  • 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)

Dress Rehearsal Feb 26 2024 - Mar 27 2024

Go Live May 22 2024