Alma

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  1. Possibility to configure that a patron can login into his/her account in Primo AFTER expiration date, to view open fees / fines and or loans

    Currently a patron whose expiration date has passed is not able to log into his/her Primo account. The patron can neither see open fines/fees nor loans.

    We suggest:
    * institution-wide option to allow or permit users read-only-access to there Primo accound after patron’s expiry date (in Alma)
    * user manager role not necessary to do any changes in role expiration dates.
    * no additional functionality outside Alma needed that uses the API to achieve the goal.

    153 votes
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    • Find and Manage Users by User Group

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

      142 votes
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      • Add electronic avaibility facet for portfolios

        Hi,

        In the repository search, there is a facet "Avaibility (Electronic Collection)" when looking for an Electronic Collection (please see attachment).
        Would it be possible to extend this facet to electronic portfolio ? In institution zone but also in the community zone (currently this facet is not even prensent for the electronic collection in the community zone).

        It would save us a lot of time for electronic ressources management.

        Thanks for your support.

        Ariane

        33 votes
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        • Implement Just in Time (JIT) SAML provisioning

          With Just-in-Time provisioning, you can use a SAML assertion to create users on the fly the first time they try to log in. This eliminates the need to create user accounts in advance from a SIS or FTP file download. Only an authenticated user would be created once validated through the login process. JIT provisioning is common in larger systems like SalesForce.

          31 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.)

            26 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…

              26 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.

                20 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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                  • 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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                    • Batch update of role expiry dates via the UI

                      Batch update of role expiry dates via the UI.

                      We have hundreds of student staff who have expiry dates on their roles (see attached for an example). Every semester, we have to manually edit each and every role for every student. This process would be so much easier if we could choose multiple roles and then batch update the expiry date.

                      Thank You! Lisa

                      10 votes
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                      • Enable deletion of staff users from historical records

                        Enable deletion of staff users from historical records

                        Based on strong laws for data protection in Germany and in order to avoid efficiency control of the employees we need the possibility to delete the staff user from historical records.

                        Kende

                        9 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.

                              7 votes
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                              • Read only view of user record information

                                There is a need to provide our faculty librarians with a role that allows for a read only view of the user record information e.g. user details, addresses, contact details, etc.

                                5 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.

                                  5 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...:=)

                                    4 votes
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                                    • Add the Import function to the Statistical Categories/Types mapping table.

                                      Statistical Category and Category Types can be Imported but mapping them is exceedingly tedious.

                                      4 votes
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                                      • Permit only public notes in patron files

                                        According to Swiss Data Protection Laws, all notes in a patron file have to be viewable by the patron.

                                        As consequence, we want either:
                                        - Only have public notes in the patron file. Non public notes do not exist. This may be an option that can be activated or deactivated by administrators.
                                        Or:
                                        - The User Viewable attribute is ticked by default. Again, this may be activated or deactivated by administrators.

                                        4 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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