Mark as private!

General

• TBD
• TBD

Moshe

• For Rapido stories:
  • Use Fix Version instead of Sprint
  • Nikola to send 1 week before release. If he doesnt, ping to remind him.
  • Review Documentation Notes to see if differences between Alma and Rapido

(URM-172353) Renew Loan from Network Activities Tab (Source Institution)

November 2026 Fulfillment and Resource Sharing Idea Exchange URM-172353

• AT
• TBD - Review and add OLH

Previously, renewing a loan in the Patron Services workbench was only possible when working at a desk of the item owning institution. This enhancement enables staff at the source institution to renew loans directly from the Network Activities tab of the Manage Patron Services page. Improves cross-institution circulation workflows by enabling efficient loan renewals from the source institution, reducing operational friction for staff and enhancing patron service.

Placeholder Caption

For more information, see TBD.

(URM-316060) Add NOT Boolean to New UX Advanced Search

November 2026 User Experience, Accessibility & Infrastructure CERV Enhancement (ID#36492) URM-316060

Note that Baruch said this should be under User Experience and not Fulfillment

In the new UX advanced search, a NOT Boolean operator was added for supported searches that use the new search infrastructure, such as All Titles, Physical Titles, etc.

The new feature enables users to define a group of conditions and exclude the entire group with a single action, significantly reducing the effort required when excluding multiple terms or values across different fields.

Not boolean operator

Search Query

Note that the boolean operator defined for a subgroup of conditions applies between the keyword conditions (the first condition is always true). Therefore, when using NOT, only the members in the group that come after the first member will be false.

The advanced search uses hierarchical entity levels. For example, a Physical Title can have multiple Holdings, and a Holding can have multiple Items.

Because of this structure, using the Boolean ‘NOT’ may return results that seem counterintuitive when your search entity level and index level differ.
The Rule of Exclusion: A record is included in the results if at least one of its related lower-level records does not match the excluded value.

Example:
A Title has:

a Holding in Library A

a Holding in Library B
A search for Library (Holdings) not equals A will return this Title, because it has at least one Holding (Library B) that does not match A.

For more information on using the advanced search, see Searching in Alma.

(URM-94453) Opt-In “Keep My Loan History” Setting

November 2026 Fulfillment and Resource Sharing Idea Exchange URM-94453

• TBD - Review and add OLH

A new “Keep My Loan History” option is now available in the Circulation Desk user update form, allowing staff to set whether a patron wishes to retain their loan history. When this option is enabled, the patron’s loans will not be anonymized during the loan anonymization process. This indication is also available via the User API and can be exposed to Primo, enabling consistent handling of patron preferences across systems.

Placeholder Caption

For more information, see TBD.

Baruch

Baruch is now also responsible for Ori Miller's group

Zohar

• Moved this PO Line Templates story to September (Zohar said its for November)
  • PO Line templates 
    • Update the Word doc (currently in C:\Users\U6068261\OneDrive - Clarivate Analytics\Desktop\Files\Release Notes) per "TBD – Continue from here:" at the top of the page.
    • Share with Zohar for review
    • Update the following section currently in the OLH: Reviewing and Managing PO Lines - Ex Libris Knowledge Center
      • MindTouch
      • Flare
    • Add a new page under Purchasing called PO Line Templates
      • MindTouch
      • Flare
    • Add link from the current PO Line Templates section to this new page
    • Delete the current content from the PO Line Templates section and just leave the link to the new page
    • Translation for new page 
      • MindTouch?
      • Flare?

Hadas

Liza

• For November:
  • Liza is working on the shared doc: CZ Updates Task List word doc in C:\Users\U6068261\OneDrive - Clarivate Analytics\Desktop\Files\Release Notes  For November sprint and November release. I edited most of it but do another quick review.
    • It should update the existing content on: Working with the Community Zone Updates Task List - Ex Libris Knowledge Center
    • Add to TMS - it has a new ID:  ng_alma_rep_res_cz-update-task-list
    • Add to Flare (for November)
    • Add a new Sub page (see in the Word Doc for the details) CZUTL Configuration 
      • For the new sub page do the TMS
      • Add to Flare

(URM-321917 URM-328497) FOR SEPTEMBER:Open Predicted Items in Bulk for an Entire Set of Holdings Records

November 2026 Resource Management Idea Exchange URM-321917 URM-328497

• Was originally added to 07 Main but Liza said to move it to September. (Updated the html in this story to November)
• Need to add the OLH section below to Flare for September in the "Prediction Patterns" page after the "Creating Additional Predicted Items Using Open Predicted Items" section and change New for August to New for November.
  • (New for August 2026) You can open predicted items for a set of holdings records with the Open predicted items in bulk job. The job can be run from the manual jobs page (see Manual Jobs) or directly from the Holdings and Physical Titles search results pages, using the Run a job bulk action (see Searching in Alma). The input for the job should be a set of holdings records with prediction patterns defined on each record.

Alma now supports opening predicted items for a set of holdings records using the new Open predicted items in bulk job. This saves significant time for managing serial records with ongoing subscriptions. The job can be run from the manual jobs page or directly from the Holdings and Physical Titles search results pages, using the Run a job bulk action. The input for the job should be a set of holdings records with prediction patterns defined on each record. For the list of supported roles, see Manual Jobs.

For more information, see Prediction Patterns.

Maud

(URM-XXXXXX) TBD

November 2026 Collaborative Networks URM-XXXXXX

TBD

TBD

TBD

For more information, see TBD.

Tags

• Acquisitions
  ACQ
• Fulfillment and Resource Sharing
  FUL 
• NERS (In CommitmentNote field - the number is in the Jira title)
  <img alt="CERV" class="internal default" src=/@api/deki/files/177227/CERV.png /> <span class="ScreenElement">CERV Enhancement (ID#XXXX)</span>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)