Alma
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70 results found
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Make address fields one of the searchable fields in user searches
Addresses on a patron record (at least the preferred address fields) need to be a searchable field in the universal search box on the dashboard.
We often find a need to on the fly find all the patrons who might come from a particular address.3 votes -
Show "Open for Update" override enabled
This is about the protection of data for external user records. I have copied the below text from the Alma Documentation page: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/030User_Management/010Managing_Users#UserDetails
To enable editing other fields of external users, select Open for Update, and select Yes. Edit the relevant fields and select Save. Note that changes you make to most fields will be lost after the next SIS synchronization job. However, Alma prompts you to determine whether the following fields will be overridden with the next SIS synchronization job: Title, PIN number, Job category, User group, Campus, Preferred language, Resource sharing libraries, Cataloger level, Selected patron letters. (Note…
34 votes -
Ability to send an email from User Details - General information although the user is restricted from editing
Our patrons are restricted from editing. Now with this setting librarians can't send e-mails from the General information - User Details page. It would be helpful to enable sending emails for librarians from the General information - User Details page to all patrons (users restricted from editing and also for non-restricted).
1 vote -
Make the Send Message emails more customisable
Today it is possible to send messages to individual users from the General Information tab on the User Details screen, but the functionality is very basic. To be truly useful it should be possible to create your own templates and to customise them the same way we can customise Alma Letters. Without the usual letter components, such as a header with the institution logo, which are present in other Alma letters, the messages look unprofessional and can easily be mistaken as spam. If it would be possible to create templates containing and editable body text and combine it with the…
3 votes -
Add "Faculty" to pop-up window
Add "Faculty" inside: Configuration Menu > User Management > General > Contact Information Pop-Up.
In order to display faculty in the pop-up window with the user information50 votes -
Set preferred SMS default to "Yes"
When adding users manually in Alma the phone number has a parameter called "Preferred SMS" which is automatically set to "No". It controls whether Alma sends SMS' to the patron or not. It can only be changed after the profile is first saved. Hence it is ease to forget to toggle this setting.
We would like to have the option to choose the default setting for Preferred SMS, or the option to toggle this setting before saving on the "Quick User Management" registration form.
92 votes -
Attach printed letters to user record
We send our bill notice to a central email account for price checking before sending onto the user.
Request is for any notice to be added to a users record in the attachment tab, whether it is emailed or sent to print.
38 votes -
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…
19 votes -
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.
75 votes -
Inactive/Active change to be visible in history tab
When a users account is made inactive/active it does not currently show in the history tab. I would be extremely useful to be able to view when a users account becomes inactive.
23 votes -
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.
114 votes -
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.
61 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 -
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.
87 votes -
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.87 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 -
Allow batch deletion of user notes
It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.
There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…
176 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 -
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 "ILLEMAILTOUSERlongstringofnumbers" 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 "ILLEMAILTO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.
34 votes -
Note Type
Have the options to create different Note Types under the patrons note tab.
54 votes
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