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Tags

• Acquisitions
  ACQ
• Fulfillment and Resource Sharing
  FUL 
• NERS (In CommitmentNote field - the number is in the Jira title)
  <p><img alt="CERV" class="internal default" src=/@api/deki/files/177227/CERV.png /> <span class="ScreenElement">CERV Enhancement (ID#XXXX)</span></p>It comes after Idea Exchange and/or before <span class="AlmaRNURMTag">URM. 
  To find the ID #, click the label.
• Idea Exchange (In UserVoice Links field)
  <img alt="idea exchange" class="internal default" src="/@api/deki/files/66486/idea_exchange.png" /><span class="ScreenElement">Idea Exchange</span>
  It comes after <div class="BodyText"><span class="AlmaRNTag">November 2023 Fulfillment</span>
• Collaborative Networks
• Collaborative Networks
  TBD - Need to add the correct ID for the image once Greg adds it to the Media Repository
  • When "Collaborative Networks" is not the feature name in the title                                                                                                                              
    <img alt="Consortia" class="internal default" src="/@api/deki/files/177378/Consortia_RN.png" style="vertical-align: -35%;" /><span class="ScreenElement">Collaborative </span> <span class="ScreenElement">Networks</span>
  • When "Collaborative Networks" is the feature name in the title                                                                                                                              
    <img alt="Consortia" class="internal default" src="/@api/deki/files/177378/Consortia_RN.png" style="vertical-align: -35%;" />
• LATEST Example of NERS and Idea Exchange Combined 
  <div class="BodyText"><span class="AlmaRNTag">August 2025 </span> <span class="AlmaRNTag">Fulfillment and Resource Sharing&nbsp;</span> <img alt="idea exchange" class="internal default" src="/@api/deki/files/66486/idea_exchange.png" /><span class="ScreenElement">Idea Exchange</span><img alt="CERV" class="internal default" src="/@api/deki/files/177227/CERV.png" /><span class="ScreenElement">CERV Enhancement (ID#8734)</span> <span class="AlmaRNURMTag">URM-88726</span></div>
• Example Acquisitions Feature for November

  <div class="rnsub ACQ 202311BASE">
  <h3>(URM-XXXXXX) Additional Personal Delivery Locations</h3>

  <div class="BodyText"><span class="AlmaRNTag">November 2023 Acquisitions</span> <span class="AlmaRNURMTag">URM-XXXXXX</span>

  <p>TBD</p>

  <p>For more information, see TBD</p>
  </div>
  </div>

• Salesforce Tag (for resolved issues only - not added to features or enhancements)
  <span class="AlmaRNSFTag">SF: YYYYYYYY</span>

Component Order

The new order of components is:

1. Fulfillment and Resource Sharing (FUL)
2. Metadata & Linked Open Data (MDM)
   1. Metadata Management
   2. Linked Open Data
3. AI (AI)
4. Resource Management (RM)
   1. Physical Resource Management
   2. Electronic Resource Management
   3. Digital Resource Management
5. Acquisition (ACQ)
6. Collaborative Networks (COL)
7. UX, Accessibility, Infrastructure (ADM)
8. Analytics (ANA)
9. APIs (API)

Moshe

(URM-23520) 'Not Needed After' Date can be Mandatory on Patron Physical Request form

May 2026 Fulfillment and Resource Sharing Idea ExchangeURM-23520

• Move to April sprint (change to URM-322733)
• Shoshana to let me know when this is ready to look at in Alma per mail "(URM-23520) 'Not Needed After' Date is Mandatory on Patron Physical Request form"
• Review if the following pages are relevant and add to For more information below:
  • Configuring Physical Fulfillment - Ex Libris Knowledge Center (Where Terms of Use are defined and linked to fulfillment units and policies (including request visibility/permissions))
  • How to Set Up Requesting Policies - Ex Libris Knowledge Center (Step-by-step creation of Request TOU and linking to request workflows)
  • Requests in Alma - Ex Libris Knowledge Center  (This helps you understand the stages of creating a request, which TOU affect)
• On the FSD reviewed up to "Using the Policy". Continue after that.
• Send Libby the FSD with emphasis on the Primo/Primo VE section at the end and ask her to send a link when its done so can link to the information from Alma.
• FSD: URM-23520 Request Policy for 'Last Interest Period' - EXL - URM - Clarivate Wiki
• AT with Shoshana on 20 January

When creating a request, if the new MANDATORY_LAST_NEEDED_DATE_REQUEST parameter (Configuration > Fulfillment > General > Other Settings) is set to true, the Date Needed By field (which expires the request upon arrival) becomes a mandatory field. 

Date Needed By

In addition, a new optional policy was added to the request Terms of Use. This automatically fills in a default date in the Date Needed By field. This policy is controlled by the Request Last Interest Period field. When turned on, the Date Needed By field is auto-populated by the default value configured in the policy. This can be overridden when editing the request form.

• TBD - update the image below with one from the software after Shoshana replies to say where to find this in Alma

TBD

• Existing TOUs will default to a policy with a value of 'none'.
• All values consider calendar days, including closed periods.

For more information, see TBD. 

Baruch

Baruch is now also responsible for Ori Miller's group

Zohar

Uri

Liza

Maud

(URM-319509 and URM-322798) TBD

May 2026 Collaborative Networks URM-319509URM-322798

• 319509 is for April and 322798 is for May per the mail "March sprint for Consortia in release notes" but check with Maud

TBD

TBD

For more information, see TBD.