Alma

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  1. Find and Manage Users by User Group

    Add the ability to find and manage users and create user-based sets based on User Group.

    96 votes
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    • Existing linked accounts need active lookup to update patron expiration date

      In a consortium with shared circulation policies and privileges, linked accounts need an active lookup each time they are used so that expiration dates that may have changed since a user record was first brought into an institution other than their own, can be updated to ensure a user is still entitled to privileges at another institution.

      We understand that the Alma Roadmap includes plans to bring blocks through on linked accounts using a network level block, but expiration dates are also important once a linked account is already created and is used again.

      31 votes
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      • Could we have dates showing the actual month, not represented numerically?

        Many of our students can't work out when their items are due, maybe due to the increasing use of the US dating format, so they don't know if 4/10/16 is the 4th of October or the 10th of April. Using the actual months would decrease the confusion.

        23 votes
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        • Resource Sharing library field as mandatory for user records

          We would like to configure Resource Sharing library field as mandatory for (at least public) user records by having a "Resource Sharing Library" line in the drop-down in Public/Staff User Mandatory Fields table.
          Additionally, it could also be interesting to allow creating user registration rules for the "Resource Sharing Library" field.

          17 votes
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          • Customize gender description for NONE

            We would like to be able to customize the gender field to change the description for the code NONE.

            Australian legislation now requires the University to supporting the following in capturing gender data:

            "18. Where sex and/or gender information is collected and recorded in a personal record, individuals should be given the option to select M (male), F (female) or X (Indeterminate/Intersex/Unspecified)." -- http://www.ag.gov.au/Publications/Documents/AustralianGovernmentGuidelinesontheRecognitionofSexandGender/AustralianGovernmentGuidelinesontheRecognitionofSexandGender.doc

            The existing description is hard-coded and uses the term "None'. EL advised us to use the code NONE for this purpose. However the description is not appropriate for describing people who do not identify as either…

            17 votes
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            • Filter and Create User Sets using more criteria

              Please allow us to filter user searches and create user sets using criteria from all the viewable columns (e.g. User group, Job category, expiration date, blocks, and notes.)

              11 votes
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              • Proxy/Principal User Search

                (I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)

                It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).

                It's not possible to view or search for patrons that are proxies to a principal patron.

                Examples:
                1) Alice and Bob are known proxies for Chad.
                I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.

                2) Chad has several proxies, but it's uncertain…

                10 votes
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                • Change role attributes via SIS batch load

                  I would like to be able to change user role information (roles status, expiration date, delete or add a role) via the Student Information System external integration batch uploads. Currently, user roles can only be modified manually in the UI or with an API call.

                  7 votes
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                  • Make Paying Fines/Fees-Waiving Fines/Fees a separate User Role in Alma and remove them from other roles

                    The auditors at our institution require us to limit the number of staff members who have this ability. We had to ask Ex Libris to remove PAY_FINES_FEES PRIVILEGE and WAIVE_FINES_FEES_PRIVILEGE from a large number of roles, most of which didn't even relate to fulfillment responsibilities during our implementation.

                    Our Student Assistants and Operators at the Circulation Desks should not have these privileges. But they did before we had them removed.

                    Approving Manager and Operator, Producer Manager, User Manager, Editor Full, Assessing Manager and Operator, Arranging Operator and Manager are all roles that I don't understand, and may not be assigned…

                    7 votes
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                    • a specific type of "User notes" shown under "notes" tab

                      Currently, all user notes (which can be added manually) are hidden behind the "notes" tab (which can't be manually added), as shown in the attachment. It would be great if a specific type of "user notes"(for example, circulation notes) could be listed under "notes" tab, so that those notes will be more obvious to desk staff.

                      6 votes
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                      • Manual Deleting of User (Patron) records and need for consistency in maintaining reportable data

                        At present Alma has an inconsistent method of maintaining reportable patron data when a user record is deleted. The reality is that the policies established by an institution (to keep fully reportable, or keep statistics, or fully remove) do not apply when a patron record is manually deleted - ie. Deleted in: Administration > User Management > Find and Manage Users.

                        “Users that are manually deleted in Alma are fully removed from the system” regardless of institution policy. The Queensland Health Libraries would like to have this situation changed so that manually deleting a user (patron) record would maintain the…

                        5 votes
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                        • Automatically attach the circulation desk that I choose in role creation.

                          When you are assigning any roles that require a circulation desk attached, you have us choose the desk, select it, and then attach it. Why can you not just use the one I select and remove the attach step?

                          4 votes
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                          • Add options to retain manually-added (internal) information when toggling a record to external user

                            Currently, notes (and other internal fields) disappear from internal patron records after toggled to external patron records. Per support documentation https://developers.exlibrisgroup.com/alma/integrations/user-management and testing, this is intended behavior in Alma based on assumptions made and imposed by the system. As a community college, we have many students who leave school for some time and become community users and then enroll again after a period of time. Many community members also become students, staff or faculty. In order not to lose the vital internal information, we have to do time-consuming work arounds.

                            4 votes
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                            • SIS - Save Rejected records in XML format for re-load

                              Currently rejected records from the SIS batch upload process are only identified in the event log. It would be very useful if the rejected records were saved to a separate file in XML format. This would allow for easier re-load once the load error is resolved.

                              4 votes
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                              • User Registration Terms of Use - Have expiration dates be able to set from the calendar

                                When creating TOU for User Registration, we should have the ability, much like with due dates in Fulfillment, to set the expiration date to not only various amounts of time, but to a calendar date. We have some patrons who end their privileges at the end of the semester, and it would be very helpful.

                                3 votes
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                                • Alma user mgmt: Ability to add role profiles to a set of users

                                  Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.

                                  It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.

                                  2 votes
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                                  • View history of patron record

                                    We'd like to be able to view the history of a patron record. This would help with troubleshooting problems with updates from our SIS and also investigating problems with circulation.

                                    2 votes
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                                    • option to "Send Return Receipt" from "Return items"

                                      When I'm returning books from the drop box, using "Return Items", I would really appreciate the option to "Send Return Receipt" in cases where the patron has accrued fines. It makes sense from a customer service standpoint - rather than the fine eventually going to billing (and adding the billing fee) without ever letting the patron know that they owe a fine. This is similar to the last idea posted, but subtly different, so I thought I'd go ahead and suggest this.
                                      Thanks, Marian

                                      2 votes
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                                      • Patron contact info - more fields?

                                        Adding discretionally more fields (i.e. city, see city.jpg) to the fields displayed in the user details - contact info panel
                                        (see user_details.jpg for the fields available at now...) would be a great thing...:=)

                                        1 vote
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                                        • To add purge date option rather then use days since purge date

                                          To add the exact purge date option rather then use days since purge date. If the date option is available, we can run a job and set the purge exact purge date rather than purge users that are not meant to be purged

                                          1 vote
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