Alma

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  1. Add a Preferred Name field to the Alma user record

    Alma should have a field, in addition to the first name, for the preferred name.

    Our campus allows users to specify a preferred name, for various reasons. And this preferred name is what is used on physical ID cards.

    We are working on getting preferred name into Alma, but because there is not a field explicitly available for this data, we'll likely store it in the First name field.

    We'd prefer if Preferred name had it's own field, and think this would be a relatively easy change for Ex Libris to make.

    36 votes
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    • Implement Just in Time (JIT) SAML provisioning

      With Just-in-Time provisioning, you can use a SAML assertion to create users on the fly the first time they try to log in. This eliminates the need to create user accounts in advance from a SIS or FTP file download. Only an authenticated user would be created once validated through the login process. JIT provisioning is common in larger systems like SalesForce.

      69 votes
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      • 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 "ILL_EMAIL_TO_USER_longstringofnumbers" 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 "ILL_EMAIL_TO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.

        1 vote
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        • Login via code in addition to the link for the E-Mail Authentication

          Today the E-Mail Authentication only has the option of logging the user in via a link in the E-Mail. This restricts the user to logging in on a computer where they have an e-mail client of which excludes most kiosk solutions and makes it a hassle if the user usually uses their e-mail on for example their phone but uses Primo on another computer.

          Adding the option of logging in via a code (in the same e-mail) which the user can enter on the device where the user initiated the login process rather than the device where the user read…

          3 votes
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          • View only electronic inventory role

            It would be great to have a role that could view all information related to electronic collections and portfolios but not edit them. This would be helpful for overlap analysis and viewing other details for individuals who should not be able to edit electronic inventory. One use case would be for network zone access for members of a consortium who access but do not maintain consortial resources.

            9 votes
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            • 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.

              3 votes
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              • Add address parameters to update/notify user job

                We are a library in an institution that has one library but several locations/physical campuses. The students order material in Primo, and we send material from the library to the students by post (internal system) to their location.

                The issue is that our SIS (Student information system) does not seperate the students by locaton, and does not offer any indication to where the stuydent is located in the user profile import to Alma. As it is, we have no possibility to see whether a student is located at the same campus as the library or at one of the others.

                6 votes
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                • Possibility to configure that a patron can login into his/her account in Primo 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 Primo 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 Primo 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.

                  171 votes
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                  • 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

                    15 votes
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                    • 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.

                      5 votes
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                      • Create a read only role for course reserves area.

                        It would be very helpful if a read only role could be created within Alma to allow groups of staff to see, but not edit, course reserves data.

                        3 votes
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                        • Enable deletion of staff users from historical records

                          Enable deletion of staff users from historical records

                          Based on strong laws for data protection in Germany and in order to avoid efficiency control of the employees we need the possibility to delete the staff user from historical records.

                          Kende

                          9 votes
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                          • Order the toolbar

                            For each user the order of "Manage patrons", "Return items", and "Scan in items" is in a different order. You should be able to arrange these so that it is the same for each user.

                            1 vote
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                            • User record list of roles should display Expiration Date -- not Status Date

                              In the display of Roles for a given user, displaying the Status Date (when the Role was created or last edited) is virtually useless. Much more valuable would be to instead display the Expiration Date for that Role. This is something that we must currently click into the record to see, and is something of much more value -- especially when checking on the status of student staff.

                              3 votes
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                              • 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.

                                7 votes
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                                • Read only view of user record information

                                  There is a need to provide our faculty librarians with a role that allows for a read only view of the user record information e.g. user details, addresses, contact details, etc.

                                  5 votes
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                                  • Ability to log in as user to a user's Library Card

                                    It would be nice to be able to log in to a user's Library Card as that user for various reasons, mainly related to seeing what the patron can see (which letters they are selected to receive, which loans are present and which can be renewed by patron, etc.).

                                    This has been an immensely helpful feature within ILLiad, and with the ability to integrate Alma and ILLiad and allow users "one" library account to manage rather than several, it would be very helpful in troubleshooting users' questions over the phone or via email.

                                    3 votes
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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…

                                      24 votes
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                                      • 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.

                                        4 votes
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                                        • 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.

                                          5 votes
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