Alma

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  1. Have the option to send emails to the user’s preferred address or send it to all of the user’s addresses on their account instead.

    Sometimes the “preferred addresses” imported from SIS is not the address users frequently uses, they could potentially miss important notifications and cause disputes.

    151 votes
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  2. Purchase Request Library management in User records

    A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

    But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

    Currently, there is no option:
    - to add or remove a Purchase Request Library with the Update/Notify Users job;
    - to add or…

    129 votes
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  3. Advanced search option for Users search

    Create an advanced search for Users search, just like for physical titles / items. In this search, make it possible to search (for instance) users with specific roles or job categories, identifiers starting with specific prefixes, users with different kinds of blocks, users with outstanding loans or requests, etc, and the possibility to combine these.

    107 votes
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  4. Configurable Fines/Fees Behaviour

    Configurable Fines/Fees Behaviour

    We are a library that has two libraries in two different cities but we are one organization and we share the same economy. The Fines/Fees Behaviour is hardcoded to be owned by library which doesn't mirror our situation. We would like the Fines/Fees Behaviour table to be configurable.

    99 votes
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  5. User ID Generation functionality also on the User Details page

    Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.

    84 votes
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  6. Field for academic year in user profile

    It would be good if there were a field in the user's profile that states the user's academic year, e.g., YEAR 1, YEAR 2, YEAR 3, etc.

    78 votes
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  7. Add City and NPA from physical address to global Contact Information screen of user

    When you consult the Contact Information Tab of a user, you can only see the first line of the physical address, which most of the time is the street address.
    We would like to add the column City and NPA to this screen.

    This way, for over 90% of our patrons, we can directly see the complete address without having to consult the detail of the address.

    This would save us much time, as staff are required to regularly ask the patrons whether their address is still correct.

    77 votes
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  8. Purge User Records - allow to keep users with Blocks

    Right now the Purge User Records job does not delete users with active loans and users with a fee > than a specific threshold.
    Users with active Blocks are instead deleted.
    Adding to Purge User Records job an option allowing to keep the users with blocks would be very useful.

    72 votes
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  9. 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…

    69 votes
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  10. Alma User Role for Editing/Deleting only Quick-Cataloged Records

    Scenario:
    Library staff frequently need to create records for resources using the Quick Cataloging feature. Often, those records need to be edited after creation, due to mismatching resource types, updated information, operator input errors, etc. Most of the staff using the Quick Cataloging feature are not trained as catalogers, and do not have cataloging roles in Alma.

    Problem:
    Quick-Cataloged records are not editable by staff without cataloging roles in Alma - who are frequently the creators/managers of these records. This has led to several different workarounds at various institutions:

    Some institutions have given their non-cataloging staff full cataloging permissions to…

    60 votes
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  11. Allowing the ability to freely assign different jobs to different users.

    There are cases where we want the user to only be able to handle a specific task that is beyond their user role, but currently in order to do that we have to assign them with roles that allows them access to jobs we don’t want them to have access to.

    57 votes
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  12. Note Type

    Have the options to create different Note Types under the patrons note tab.

    48 votes
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  13. 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…

    48 votes
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  14. Update user roles quickly - import the Excel file exported from another user

    Currently, it's possible export a user's roles in Alma to an Excel file. However, the counterpart function isn't there: to be able to take the roles you've exported from one user and import them into another user's record. This would be such a time-saving feature because it would enable us to take the roles from one member of staff and apply the same to another.

    47 votes
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  15. 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.

    40 votes
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  16. option to "Send Return Receipt" from "Return items"

    When I'm returning books from the drop box, using "Return Items", I would really appreciate the option to "Send Return Receipt" in cases where the patron has accrued fines. It makes sense from a customer service standpoint - rather than the fine eventually going to billing (and adding the billing fee) without ever letting the patron know that they owe a fine. This is similar to the last idea posted, but subtly different, so I thought I'd go ahead and suggest this.
    Thanks, Marian

    34 votes
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  17. 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.

    31 votes
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  18. Move general email feature outside of the User's form

    The General Email function is currently located inside the form for updating general information in the user record.

    If there are any problems with missing mandatory data in the form then the email cannot be used at all.

    Since it is unrelated to user general information I would suggest that the Send Message function should be located outside of the user data area perhaps up near the buttons "Toggle Account Type", "Open for Update". (See screenshot)
    Additionally, the general mail could perhaps be added to the letters that can be sent from "Manage Patron Services"

    I would also support greater…

    25 votes
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  19. 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…

    25 votes
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  20. 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

    23 votes
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