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145 results found

  1. Add letter resend to Privileges Report so that it can be added to other roles and removed from Fulfillment Admin

    Issue - Currently we need to give staff in reader services the Fulfillment Administrator role so that they can resend emails on users accounts. This role is too significant and gives reader services staff access to change loan rules and other processes.
    Solution - Could Letter Resend be added to the Privileges Report so that it can be added to more appropriate roles (User Admin or User Manager). And it could then be removed from Fulfillment Administrator role.

    1 vote
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  2. Death of a patron - Need to immediately and permanently cease sending all letters

    In the unfortunate event that we learn that a patron passes away, we need a quick, clear, and finite procedure to immediately and permanently cease/stop any and all IZ and NZ notifications to the patron's email account, especially those that are tied to a SIS load (Example: Banner). College administration directs the library to ensure no emails are sent to the deceased's email account. We need to be able to definitively state to college administrators "Absolutely zero communications, automated or manually generated, will be sent regarding the deceased patron's library account from the IZ or NZ."

    Existing work-arounds include toggling…

    7 votes
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  3. Add 'Assigned date' to user roles

    We often need to know the date that a role was first added to a user's account. The status date is not static and because we use the API for updates from our SIS the status date often gets updated with random dates. The API updates also make the history tab difficult to use to track down role additions versus changes.

    We should be able to easily see a column that includes the date a role was initially assigned/added in the context of all of their roles in the General Information tab.

    We also need the date a role was…

    4 votes
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  4. Add Job Category to Staff Login Report

    Add the Job category column to the Staff Login Report to facilitate the management of professional accounts

    29 votes
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  5. Stop "User manager" role's ability to add and delete Alma administrator roles

    Ideally, there shall be a separation of managing patron users and managing staff users. If that is not possible, please make it impossible for people with "user manager" role to add and delete administrator roles.

    1 vote
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  6. Adding newly registered patrons to the 'Recent patrons'-list

    Being able to see patrons entered in a session is very useful, but it would be great if the recent list also included new patrons registered during the session.

    Often times, patrons for instance request registration before they find the books they want to borrow. If we could easily access their patron services page when they return with them, it would streamline the process.

    3 votes
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  7. Access Student Photos Securely

    Currently, user photos are only available via a web link https://myurl/photo/studentidentifier.jpg. This means that all student photos need to be available over the internet which in the UK is a Data Breach. There needs to be a way that only the student in question or an authorised staff member can see the photo. It is not possible to use 3rd party software like Azure to do this as the cross-site scripting protection gets in the way.

    1 vote
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  8. User Record Templates

    It would be great if the library could create "templates" for different types of user records that automatically fill in things like the User Group and that have different required fields depending on the type of template. This would make it easier for staff to create user records on the spot.

    1 vote
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  9. More options to limit access to private patron information for student employees

    Some libraries hire students as part-time staff at the circulation desks or helpdesks. Per the institution or library policies, for privacy reasons, student employees may not be allowed to search for Alma users or to view the contact details of staff members or other student users.

    Currently, access to contact details and searching for users are by default possible to any Alma user with Fulfillment roles. Disabling the ALLOW-USERS-SEARCH privilege can prevent access to users list in Manage Patron Services and auto-complete search in same page, but it does not affect the persistent search for users or access to Admin…

    77 votes
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  10. Add school address as a configurable option for the user card

    In the pop up user card that displays, for example, in the Borrowing Requests screen, you can configure the home or work address to display. Since the mandatory address in our student enrolment system Callista, is mapped to the School address in Alma, please add the School address also as a configurable field for the user card.

    1 vote
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  11. Support multiple photo_identifier_type values

    Allow the photoidentifiertype to accept multiple codes. Our institution recently changed primaryIDs and our card issue office cannot retrofit their db for legacy users using the old primaryID.

    1 vote
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  12. Add option for patron name suffixes like Jr., Sr., or III

    Name searches in Alma for names containing suffixes like Jr., Sr., or III yield strange results.

    Example: Someone named Joe Johnson Jr. will have first name "Joe" and last name as "Johnson Jr." When performing searches in Alma for "Joe Johnson", "Joe Johnson*", or "Joe *Jr." will not yield any results.

    Alma looks for "Jr." as a last name rather than the person's surname. This isn't helpful when SIS has the suffix but the patron may not use the suffix all the time in their everyday life.

    Creating the option for a patron name suffix or updating the search for…

    4 votes
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  13. New role for limited user account editing

    It would be helpful if we had a separate role for User Operator that could edit any user account's contact details and merge user records as well as run analytics on users BUT not change or add roles attached to that account OR delete records. This is primarily to allow circulation staff more control over user accounts but to restrict access to higher-level abilities for cybersecurity reasons.

    1 vote
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  14. Allow access to "Roles Privileges" configuration for General System Administrator

    Allow access to "Roles Privileges" configuration for General System Administrator

    Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

    Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

    Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

    11 votes
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  15. Set transaction time in Loan/Return

    Configure in User Services -Loan/Return next to the date show the time of the transaction as it is displayed on the expiration date

    3 votes
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  16. Create a job to send a notification letter to users when their expiry date is near so they can request to renew their library user account

    The option to notify users whose accounts have or will expire of their options for renewing their library user account would help us to stay engaged with users whose library user account will expire soon (or has recently expired). Users who want to continue using their library account can renew it prior to the expiry date, thus reducing any barriers to accessing their account and using library materials.

    A notification letter could be created to support this type of messaging. It would be great if a job could be scheduled to send to users whose expiry date is upcoming. It…

    3 votes
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  17. Improve “Chat for Support” role to add product specific scoping or separate roles per product

    As more products are added and managed by the Alma HEP it becomes a concern that Ex Libris is not adding necessary granularity for roles. The “Chat for Support” role does not have any granularity for different products.
    For example, we would like for some of our senior acquisitions staff to have visibility and ability to open Chat sessions for minor title by title issues with Rialto, which we have recently implemented. But this is not possible, as the role gives visibility and ability to open Chat sessions for Alma also, which is not appropriate per our internal management of…

    1 vote
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  18. Bulk update block expiry date

    In January 2018, fulfillment enhancement was added to allow library staff to manually add a block expiry date and edit the expiration date on an existing block. (See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/12_January_2018/Alma_January_2018_Release_Notes/04Fulfillment_-_January_2018_Enhancements)

    We would really like to have the option to input a block expiry date in the bulk update/notify users job when adding a block type, instead of manually adding the blocks with expiry date one at a time for a batch of library user records.

    8 votes
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  19. User action history report

    Our institution's security protocols require systems that handle confidential patron/student data have the ability to log backend staff user actions. After inquiring to ExL, the only way to know what a staff member has done in the system is to go through their individual history tab. However, this data is incomplete and doesn't give a full scope of what actions they took. In Analytics, the options provided are not useful and do not give us any useful information.

    We'd like to track things like:
    - When roles were issued
    - Who issued roles
    - Changes in configuration and who made…

    5 votes
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  20. Configure the User Services page to include statistical information

    On the User Services page, when we are looking at a user's data, we can see the Notes and some other basic data. It would be interesting to be able to choose which of the user data we want to see here. Specifically, we are interested in including statistical data.

    1 vote
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