MOBIUS Beta Testing -- Project Plan

Timeline

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

  • Update 1 - 09/11-09/15

  • Update 2 - 09/18-09/22

  • Update 3 - 09.25 - 09.29

  • Update 4 - 10.09 - 10.13

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

  • Update 1 - 10/23-10/27

  • Update 2 - 10/30-11/03

  • Update 3 - 11/06-11/10

• Quiet Period

  • No Updates - 11/13 - 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)

  • Assumptions

    • Polaris will be Borrowing, Lending and Pickup

    • Patron cancellation of request will either happen in Polaris or PowerPAC

  • Update 1 - 10/23-10/27

    • Scope

      • Polaris & FOLIO instance harvesting to DCB shared index

      • Polaris & FOLIO 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, Polaris

  • Update 2 - 10/30-11/03

    • Scope

      • Search and Instance Detail Display in Locate DCB

      • Instance Details with Holdings

  • Update 3 - 11/06-11/10

    • Scope

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

      • Request Cancellation by Patron

• 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)

Task Schedule

Questions

1. Is RTAC part of holdings or do we need to track that separately?
   >>TA: it is part of detailed holdings. Effectively, this was nearly done in a prior Jira (will post it) and is being slight extended to include the agency description (plus a number of other fields which will come with the response from DCB but won’t be part of the display).

2. Full circulation, holds fulfillment, item circulation, renewal. Do we need to track them separately ?
   >>TA: Not for beta tracking but will want reporters to submit with that level of detail.

3. Full circulation vs. Item Circulation
   >>TA: No difference. Should just be full circulation.

4. Pending Infrastructure work