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    Summon Roadmap Highlights

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    1. Overview
    2. Important Dates
    3. Roadmap
    4. 2026 H1
    5. 2026 H2

    Overview

    The Summon/360 2026 roadmap details the discovery features to be released throughout the year. The roadmap is based on strategic enhancements, ideas from the Idea Exchange, CERV enhancements, and community feedback. This roadmap focuses on the highlights. The feature status will be updated according to each quarterly release.

    As always, the roadmap balances necessary infrastructure investment and resolving issues reported by the community. Each quarterly release will include new features, problem resolutions, and infrastructure work and will be detailed in the release notes. The roadmap is subject to change based on community feedback and shifting challenges and priorities.

    Important Dates

    Quarterly Release Date Preview Release Date
    February 4, 2026 January 21, 2026
    May 6, 2026 April 22, 2026
    August 5, 2026 July 22, 2026
    November 4, 2026 October 21, 2026

    Roadmap

    2026 H1 2026 H2
    • Refine assignment of Peer Review flag
    • Adjust mapping for "Music" content type
    • Retain stop words in phrase searches
    • Add content type "Game"
    • Improve branding options for the Summon home page
    • 360 Client Center accessibility updates
    • Ulrichsweb accessibility updates
    • Mixpanel rollout
    • Return select Research Assistant information in the Summon search results
    • KBART Auto Holdings – Sage
    • Deselect individual titles from auto holdings databases
    • Download content mapping from Admin Console
    • Real Time Availability language & translation
    • Display custom database descriptions for Summon over Alma
    • Email when location mapping changes are complete
    • IPv6 support
    • Natural language searching in Summon*
    • Improve subject normalization
    • Summon accessibility improvements

    2026 H1

    What's New? Highlights Impact Status
    Refine assignment of Peer Review flag
    Distinguish between “Book” and “Book Review” when applying the Peer Review flag
    Present more accurate results to Summon users and reduce confusion
    In progress
    Adjust mapping for “Music” content type
    • CERV project
    • Review & adjust how the MARC 008 field is applied to music resources
     
    Allow libraries to highlight their music resources in Summon results for search, display, and faceting
    In progress
    Retain stop words in phrase searches
    • CERV project
    • Stop words that appear at the end of a phrase will not be dropped
    Summon users can successfully get results for searches such as “coming out”
    In progress
    Add content type “Game”
    • CERV project
    • Enrich the available content type dictionary for unique resources
    Allow libraries to highlight their game resources in Summon results for search, display, and faceting
    In progress
    Improve branding options for the Summon home page
    • CERV project
    • Update the permitted size of small and large logos
    • Implement auto-adjustment where possible
    Standardize the logo sizes to reflect modern conventions and reduce staff frustration
    In progress
    360 Client Center accessibility updates
    Continuous striving towards WCAG A, AA compliance
    Increased and improved support for Summon researchers that use assistive devices
    Included in the February 2026 release.
    Ulrichsweb accessibility updates
    Continuous striving towards WCAG A, AA compliance
    Increased and improved support for Ulrichsweb and USAS researchers that use assistive devices
    In progress

    2026 H2

    What's New? Highlights Impact Status
    Mixpanel rollout
    • Modern analytics platform to replace Summon OAS
    • Details the user journey, start to finish, rather than clicks
    • Easy-to-use interface
    Provide a display cue to users that an article may not be accessible. The new type supports faceting.
    In progress.
    Return select Research Assistant information in the Summon search results
    Integrate the Research Assistant overview into the native Summon search results
    • Offers Summon users a valuable topic summarization with associated resources.
    • Suggests additional discovery paths

     

    Scheduled
    KBART Auto Holdings – Sage
    Harness KBART infrastructure in 360 to automatically update subscriptions
    Saves valuable staff time by reducing manual ERM tasks
    Scheduled
    Deselect individual titles from Auto Holdings databases
    • CERV project
    • Loosen the rules of Auto Holdings to allow deactivation of individual titles
    Gives staff more flexibility in managing titles for databases that utilize Auto Holdings capabilities
    Scheduled
    Download content mapping from Summon Admin Console
    • CERV project
    • Real-time access to the current content mapping for the library’s catalog records
    Eliminates the need to open a Support case, giving staff immediate access to the information they need
    Scheduled
    Real Time Availability (RTA) language & translation
    • CERV project
    • Display RTA information in the Summon-selected language
    Delivers a consistent, expected user experience to Summon users
    Scheduled
    Display custom database descriptions for Summon over Alma libraries
    • CERV project
    • Show enriched information about databases that libraries curate
     
    Gives Summon users supplemental about library resources that staff deem
    Scheduled
    Email when location mapping changes are complete
    • CERV project
    • Send an email to library staff when a location change is indexed and complete
    Saves staff time by eliminating the need to keep checking in on the status
    Scheduled
    IPv6 support
    Enhance 360 Client Center to accept, store, and share with Summon IP addresses that adhere to the IPv6 protocol
    Complies with campus and provider requirements for better security and performance
    Scheduled
    Natural language searching in Summon
    Allows users to input search queries as conversational questions or phrases rather than strict Boolean keywords
    Enables discovery with ordinary language rather than prescribed syntax or an advanced search
    Under analysis
    Improve subjection normalization
    Refactor the subjection normalization rules to retain link between main headings and sub-headings
    Display and facet full, authorized subject headings to Summon users for discovery precision
    Scheduled
    Summon accessibility improvements
    Continuous striving towards WCAG A, AA compliance based on the 2026 VPAT
    Increased and improved support for Summon researchers that use assistive devices
    Scheduled
    View article in the Exlibris Knowledge Center
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