Add Proxy Users to "Users" subject area
Adding Proxy Users to analytics would allow us to search for users that are proxies to another user, and also users that have proxies for themselves.
This information isn't completely available within Alma, and it seems like an oversight that it's also unavailable in Analytics.
The User Details subject area has been enhanced with the following improvements:
You can now create reports with fields from different folders as is possible in other subject areas.
The User Measures dimension was added, which contains measure fields relating to the number of users.
The following fields were added under the User Details dimension:
Cataloger Level – the cataloger level of the patron
Patron Letters Opt In – the letters for which the patron has opted in
Patron Letters Opt Out – the letters for which the patron has opted out
Has Role Other Than Patron – indicates if the patron has a role other than Patron
Has Role Other Than Patron and Instructor – indicates if the patron has a role other than Patron and Instructor
Is Blocked – indicates if the patron is blocked
The Proxy For dimension was added, which contains fields that indicate for whom the patron is a proxy.
The names of the various Status, Type, and Note fields were expanded to include the dimension name to clarify which fields are intended.
For more information please see the Alma June Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202106BASE
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Rachel Merrick commented
This is strange there is no way to get a list of who is a proxy for who making it very difficult to clean up or manage
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Scott Pfitzinger commented
This is similar to the Proxy/Principal User Search request. Users who have proxies should have them listed on their account!
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Manu Schwendener commented
+1
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Tari Keller commented
We also would like to see this field/relationship available in analytics. We ran a report twice a year to verify who had proxy users set up and then checked that they were still needed. We stopped the paper trail on these when we moved to Voyager many years ago. Thanks.