Alma
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145 results found
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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 -
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.
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13 votes -
User Registration Terms of Use - Have expiration dates be able to set from the calendar
When creating TOU for User Registration, we should have the ability, much like with due dates in Fulfillment, to set the expiration date to not only various amounts of time, but to a calendar date. We have some patrons who end their privileges at the end of the semester, and it would be very helpful.
12 votes -
preferred language
We are a bilingual institution. Sometimes we need to email users regarding requests, etc. In Manage Patron Services, we have to go all the way into Edit User Info in order to see the user's Preferred Language. It would be easier if the area on the right that contains User Notes and other details (see file) also contained Preferred Language.
11 votes -
Add Last Login attribute to Users subject area in Analytics
The current Staff Login Report in Alma Configuration is of limited use, in that it doesn't provide additional details about users beyond Primary ID and last login date. In Analytics, we can find full details about named users, but cannot determine which accounts are actively used without the "Last Login Date" field.
We would like to see the Last Login Date--i.e., the last date a user logged in to Alma to perform staff activity--added as an attribute to the Users subject area in Analytics. Having this date along with users roles and expiration dates will help our libraries better manage…
11 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:
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11 votes -
SIS - Save Rejected records in XML format for re-load
Currently rejected records from the SIS batch upload process are only identified in the event log. It would be very useful if the rejected records were saved to a separate file in XML format. This would allow for easier re-load once the load error is resolved.
11 votes -
Batch Job to add User Notes with option to choose "Note Type" and select "User viewable" and "Pop up note"
Currently, there is no option to choose "Note Type" and select "User viewable" and "Pop up note" boxes while adding User Notes in batch.
10 votes -
Automatically attach the circulation desk that I choose in role creation.
When you are assigning any roles that require a circulation desk attached, you have us choose the desk, select it, and then attach it. Why can you not just use the one I select and remove the attach step?
10 votes -
Linking Proxy and Sponsor accounts
In our library, we create a separate library account for every Proxy, in addition to their personal account.
We want the Proxy and Sponsor accounts to be linked to each other so that all loans made by a Proxy on behalf of a Sponsor will automatically be registered on both accounts.
In addition, all requests placed by a Proxy on behalf of a Sponsor should be loanable on the Sponsor's account without the need of deleting the request/s from the Proxy's account.Since many Sponsors have more than one Proxy )sometimes up to 10), we would like a Proxies/Sponsor tab…
10 votes -
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 -
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 -
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!
9 votes -
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.
9 votes -
Add profile used to the list of Roles for a given user
It would be useful if there was an indication of the Profile used that added each role to a given users account.
8 votes -
Update/Notify Users
External Notes and Statistics information is overwritten when synchronizing patrons Externally via the SIS system. Notes and Statistics information can be entered manually and set as “Internal” by running the Update/Notify Users job and selecting the option “Add/changed field = Internal”. However, you are limited by the information that can be added to each selection. In the “Notes” selection you can’t select nor add a Note Type. In the Statistic selection, there’s no option to select a Category Type or type a Note. (see examples)
It would be helpful, if there were notes and category options in the Notes and…
8 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 -
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.
8 votes
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