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Documentation

How to submit and enhancement request through NERS

Guidelines for creating an actionable enhancement request

The Alma Enhancement Process and Voting: a Users Guide

NERS Calendar

Product

Alma

Primo

January

Last week in January announce NERS open for 2 more weeks for new enhancements to be submitted

Final call for enhancements in early January (eg 9th) and start of requests vetting by WG in a collaborative Basecamp created by WG for the current year process (eg 2020 Primo Enhancement), along with Google sheets.

February

Second week in February Enhancement Team begins review, deduping, scoping, and verification (continues for 6 weeks)

Vetting of requests by WG continues, including contacting submitters for clarification, passing requests to Alma WG as needed, and finalises by end of month (eg 26th or approx 7 weeks). 
Ex Libris typically delivers one or two of previous year NERS requests for Feb quarterly release for Primo BO, or earlier in 3 month cycle for Primo VE.

March

Continues: Enhancement Team reviews, dedups, scopes, verifies and sets up vote in NERS (continues until last week in March). First round of voting begins around end of March

Round 1 voting starts in early March (eg 1st to 19th, approx 3 weeks for more requests initially), then post-voting review by WG by end of month. nb 2020 agreed to start early to avoid overlap with Alma voting, to ease burden on community

April

First round of voting continues (first round lasts 2 weeks). Followed by 2-3 days when Enhancement Team reviews results, prepares to send to Ex
Libris for pointing. Enhancements to Ex Libris for pointing in mid-April. Ex Libris begins pointing enhancements

Round 1 results sent to Ex Libris by email (full list of submisisons and votes, so they can review community interest and consider scoping solutions), but pointing is requested for max Top 20 only (as per Product Agreement), at start of month (eg 1st). Scoping discussions with PM are by email, in monthly PM calls, and also additional calls with PM and Enhancement Coordinators as needed to review each request and proposed solutions.

May

Ex Libris continues pointing

Ex Libris concludes pointing by mid month (eg 14th approx. 6 weeks), giving update also on requests to be removed per reason provided or because already on the Roadmap, and scoping of proposed solutions, and WG determines if Round 2 is needed. If Round 2 needed, voting runs mid to end May (eg 17th to 29th, approx 2 weeks as fewer requests).
Ex Libris typically delivers one or two of previous year NERS requests for this May quarterly release for Primo BO, or earlier in 3 month cycle for Primo VE.

June

Ex Libris continues pointing until mid-June (total 8 weeks for pointing). Second round of voting is last two weeks of June.

WG sends Ex Libris Round 2 results by email, and confirms winners to 150 dev points (as per Product Agreement), to be delivered by next September. Ex Libris advises of scoped solutions, such as any variations to original request, and also if any additional requests will be added to the next year Roadmap.

July

Announcement to listserv giving results of vote.

Announcement to the community by listserv by WG of successful requests, scoped solutions for any variations, and any additional planned items, as soon as this is known (so may be August or even September if the process is delayed for any reason, eg COVID in 2020)

August

WG and Ex Libris start work in established ongoing Basecamp (ELUNA-IGELU Primo NERS Accepted Request Tracking) discussing finalisation of scoped proposed solutions by Ex Libris. This may be earlier or later in the year, depending on if Round 2 is needed. WG adds To Do list to Basecamp for each of the accepted successful requests for the year, for tracking delivery.

September

Deadline for previous year winners to be delivered

October

November

December

Reminder call for enhancements for next year, with final call in January

Note

SvG: The Product Agreement details that the WG will provide results of voting to Ex Libris, "along with a list of the member institutions that voted and the number of institutions which voted for each enhancement. Votes of member institutions which have not licensed the product will not be counted". As far as I'm aware, as of sometime in late 2019, even the WG no longer has access to see details of institutions who voted on a submission and I don't believe such detail has been sent to Ex Libris even prior to that. We send only the requests and the total number of votes achieved for each. I'm not sure of the mechanism of vetting for non-subscribed products, such as if a site with Summon over Alma voted in the Primo round, and I've not heard any discussion of this, such as pre-vetting, so presumably NERS simply doesn't show those customers the active voting rounds per account?

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