Alma
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79 results found
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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.
17 votes -
Add Job Category to Update/Notify Users
It seems strange that you can add User groups, roles etc in the Update/Notify USers job but the Job Category isn't available.
It would be useful if you could add this as we are starting to use Job Categories is TOU rules and being able to assign them based on a set of users would be really helpful.16 votes -
automate user update job to send user emails ie about to expire
Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.
16 votes -
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 -
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 -
Add Option to Toggle User Record Type
Add a simple toggle option for a user record to easily switch Record Types between Staff and Public. While there are more complicated ways to deal with it, if a user record is accidentally created and assigned the wrong Record Type there is no easy mechanism to change it, like we can when toggling an account between Internal and External.
13 votes -
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…
12 votes -
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 -
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.
9 votes -
User letters anonymization
It would be useful to be able to delete the letters attached to the user records with the Anonymization job.
In particular, we would like to keep the users records of expired users but delete their attachments, adding an option item to the anonymization job section in Fulfillment Jobs Configuration.
Thanks and regards.
Alberto & Stefano9 votes -
Add "Status" to user searches
There is no current method for adding "Status" to the list of available selections when running a User search in Alma; as such, the only way to find a list of active users is to either use the filter provided post-search (the selections in which are "All," "Active and not expired," and "Not active and expired") or to use Analytics.
However, these filter options exclude searches for users who are both Active and Expired, and using Analytics to create a report for this result requires multiple steps to set up before you can get a result (and subsequently run jobs…
8 votes -
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 -
Possibility to duplicate a Staff User record
We do use Role Profiles to create new Sfaff Users as easily as possible.
However, we have about 30 sublibraries and colleagues, some of them working in several libraries or have special WO Department permissions, etc. Therefore we do not have suitable Role Profiles for all combinations.It would be great if we could duplicate an existing Staff User record instead of having to create a user from scratch.
Thank you in advance!
8 votes -
Generate PIN as an option in the Update/Notify user job.
Please add "generate PIN" as an option in the "Update/Notify user job".
6 votes -
add course name to the course tab on the user profile
At the moment the only columns available in the Course tab on the user profile is course code and section.
Course codes will often consist of a line of numbers so the option to add course name as a column would add great value.
6 votes -
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 -
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 -
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 -
3 votes
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Internal data and all non-fulfillment data deleted from external account when accounts are loaded from external system through API
Updating users from an external source (such as Banner) using the API means that any non-fulfillment information will be deleted such as Roles (the only role left is the Patron role), barcodes, alternate addresses, emails, phone numbers, fines/fees, blocks, attachments, proxy information.
Would it be possible to make sure that an account's update from Banner through the API only affects the fields supported by Banner without wiping off any other fields?
3 votes
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