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70 results found

  1. 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

    30 votes
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    1 comment  ·  User Management  ·  Admin →
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  2. 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
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    1 comment  ·  User Management  ·  Admin →
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  3. Note Type

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

    54 votes
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    3 comments  ·  User Management  ·  Admin →
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  4. 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…

    47 votes
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    5 comments  ·  User Management  ·  Admin →
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  5. Could we have dates showing the actual month, not represented numerically?

    Many of our students can't work out when their items are due, maybe due to the increasing use of the US dating format, so they don't know if 4/10/16 is the 4th of October or the 10th of April. Using the actual months would decrease the confusion.

    22 votes
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    3 comments  ·  User Management  ·  Admin →
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  6. 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…

    113 votes
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    2 comments  ·  User Management  ·  Admin →
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  7. 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
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    5 comments  ·  User Management  ·  Admin →
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  8. 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…

    79 votes
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    4 comments  ·  User Management  ·  Admin →
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  9. Make patron info updateable in Primo flag more granular

    Currently the only control on allowing patrons to update info via Primo is either on or off:
    http://screencast.com/t/kcSIvkkR3g

    Would like the ability to say for example only Visitors user group can update info via Primo.

    18 votes
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    1 comment  ·  User Management  ·  Admin →
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  10. make permissions on changing address data more granular (email/domestic)

    Aleph allows to set an option to allow users change their "address" data via Primo OVP. This allows users to edit the phone number and email in Primo, but also their domestic address. Often, the change of the domestic address must be prevented, because it is the address where a possible court order is directed to.

    We want to allow users to change their email and phone number but need to disallow the change of the domestic address. Therefore, we propose that Primo and Aleph/ALMA must be designed to work in a way that allows setting permissions on each field…

    22 votes
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    2 comments  ·  User Management  ·  Admin →
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