Alma
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79 results found
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How to distinguish namesakes
When you search a user (fullfiment > manage patron services), there is no possibility to distinguish to different user, who have the same nam (namesakes).
In the old UI, there was a patron card image, and, when clicking on, we accessed to a summary of the patron.
Now, we have no more solution.
Can you add this functionnality in the new UI?
Thanks a lot.
206 votesHi,
Makes sense ! Currently, the user information that is displayed in the user Ajax search results (e.g. patrons services WB) is hardcoded.
A mapping table, similar to the one that configures the user pop up, will control the fields that show in this list. The mapping table will enable the same fields that the user pop up allows, and allow setting the order of the fields.
Thanks,
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Allow batch deletion of user notes
It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.
There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…
177 votes -
delete users with expired purge date daily with scheduled job
Now deleting users with an expired pruge date has to be done manually and cannot be scheduled with a job. We would like to have a job that can delete these records more easy than now.
ExLibris came with this answer: Alma product management is aware of this issue and most likely scheduling will be possible in future Alma versions. However, there is no specific timeline for this solution, yet. Once the fix is released, information will be included in the relevant release notes and documentation.
It would be an efficiënt addidition in the ALMA jobs.
167 votesYes, it will be possible to schedule the purge users job.
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Make Notes/Blocks tabs more noticeable
When users have blocks or notes attached to their account, it would be helpful if the tab changed colour or had a red exclamation mark icon in the corner. This would alert members of staff immediately if there was something on the account that needed to be seen, i.e information about disability arrangements, reasons why a user is blocked, fine payment arrangements etc.
Currently the folded blue tab in the corner, meant to indicate that there is information in that space, makes the Notes/Blocks tabs just blend in with the rest.
Making Notes/Blocks tabs more noticeable would mean important and…
15 votes -
Make the "General Mail" feature more customizable
On the "User Details" screen in Alma, there is a "Send Message" function. If "General Mail" is selected, any message that is composed shows up as "ILLEMAILTOUSERlongstringofnumbers" under the user's Attachment tab. Unlike other letters, this is saved as a "text/plain" type, requiring the file to be downloaded before it can be viewed. It would be nice if this attachment type could be renamed, or given a more descriptive title than "ILLEMAILTO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.
34 votes -
Possibility to configure that a patron can login into his/her account in ***** 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 ***** 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 ***** 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.180 votesHi,
The login for an account that is managed in an external IdP (such as a Shibboleth IdP), is done by the IdP and not by Alma. Alma does not control the success of this type of login.
Alma does control the login status if the user record is internal, i.e. its password is managed in Alma. In that case, we will indeed allow the login to succeed even if the user is expired.
The user record status will be verified when calculating:
- GetIt services (hold/digitization/resource sharing)
- My Account renew loan option
In either case, the account will be considered active only if:
- The user record status is active
- The user record expiry date is not in the past
- The user’s patron role is active
- The user’s patron role’s expiry date is not in the past
The login, however, will not be affected by these conditions.
Thank you,
Moshe -
Note Type
Have the options to create different Note Types under the patrons note tab.
54 votes -
Allow administrators to change the labels on Alma terminology.
Allow relabeling of field tags, such as changing CHRON I to YEAR, and ENUM A to VOLUME. Let libraries have the flexability to use the terminalogy that they prefer.
25 votes -
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
30 votes -
Add expiry date for "proxy for" users
In an academic institution, many "proxy for" users will be arranged on a semester or yearly basis, it would be good to have an expiry date so that this permission stops and does not extend into perpetuity.
236 votesThe proxy relation between two users will have an expiration date. After the expiration date, the proxy relation will be considered inactive, and be ignored by the system.
The date of expiry will be updateable in the Proxies tab of the user form.
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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…
47 votes -
Automatically add new user statistical categories as they are imported via the SIS integration
As a system administrator I want any new statistical category codes used in the student file import to be added to the table as they appear in the file. Voyager previously added the code and then a system administrator could add the description to match.
14 votes -
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 PAYFINESFEES PRIVILEGE and WAIVEFINESFEES_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…
113 votes -
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…
82 votes -
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.
22 votes -
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.
17 votes -
Payment option on user Fines/Fees tab
We would like to include a "Pay" option in the drop down list at the bottom of user Fines/Fees tab (see attachment). There are many times that patrons want to know their fine details. The staff have to show the patron Fines/Fees tab. If the patron wants to pay after that, the staff has to exit the Fines/Fees tab to pay the fine, which we think is wasting the time. Why don't have a "Pay" option in the dropdown on the Fines/Fees page?
37 votesIt will be possible to pay from the user Fines and Fees tab,. This will be possible if there is a ‘Currently At’ desk that allows payment.
It will be possible to either pay a line or a balance.
This will enable payment and waiving to be done easily from the same UI.
Thank you for this great idea !
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make permissions on changing address data more granular (email/domestic)
Aleph allows to set an option to allow users change their "address" data via Primo OVP. This allows users to edit the phone number and email in Primo, but also their domestic address. Often, the change of the domestic address must be prevented, because it is the address where a possible court order is directed to.
We want to allow users to change their email and phone number but need to disallow the change of the domestic address. Therefore, we propose that Primo and Aleph/ALMA must be designed to work in a way that allows setting permissions on each field…
22 votes -
Make patron info updateable in Primo flag more granular
Currently the only control on allowing patrons to update info via Primo is either on or off:
http://screencast.com/t/kcSIvkkR3gWould like the ability to say for example only Visitors user group can update info via Primo.
18 votes
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