ELUNA | Alma & Primo Enhancement Process

• Log in with your institutional credentials: https://ners.igelu.org/
• Navigate to the REQUEST tab
• Check to see if your enhancement already exists
  • Enter keyword (optional)
  • Choose your product
  • Choose request status ‘new’
• Click SEARCH
• Once you determine your idea is unique click on the ADD button.
  • Be as detailed as possible when describing your idea. Use the Guidelines for Creating a Enhancement Request created by the Primo Working Group to Attach documentation. Help those who work at other institutions understand your great idea by choosing your words wisely. Get someone else to review your idea before submitting to make sure it’s clear.
• Press the SUBMIT button at the bottom.

1. Create a short and descriptive title

   1. Check NERS to see if it has already been submitted

2. Describe the functionality being requested in detail including

   1. Description

   2. Business reason that reflects the larger community or how all customers would benefit

   3. Clear, concise user story - As a <<patron, system, administrator>>, I would like to xxx so that I can xxx

   4. Technical requirements (as needed)

   5. Replication steps with screenshots and attachments if available/appropriate

3. Once you’re ready, follow the instructions for how to submit your enhancement idea.

Tips

• Once you’ve created a draft, have someone who is not familiar with the workflow read the document. Incorporate their feedback to make the document clearer.

• Bugs or functions that don’t work should be submitted as a Salesforce ticket.

• Write the problem in a positive statement

  • NOT - ‘There is no...’ or ‘We can’t...’

  • RATHER - ‘We would like the ability to..’ or ‘Allow option for…’

• Example of a great enhancement request

References

Collins, Kevin J. and Friesen, Betsy and Greenspun, Cindy and Moore, Lesli (2018) Enhancing Your Enhancement Request. In: ELUNA 2018 Annual Meeting, May 1-4, 2018, Spokane, Washington.

Moore, Lesli M. and Kristin, Sherrie (2012) Enhance Your Request – Tips for better enhancement requests. In: ELUNA 2012, May 9-11, 2012, Salt Lake City, Utah.