Alma

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  1. Have option to set Expiration and Purge Date to "Current Date"

    It would be useful to have a button that says "Today" or "Current Date" when changing either the Expiration date or the Purge date. We often have to update records for staff and faculty who terminate and having that button would save a lot of time.

    4 votes
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  2. 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.

    4 votes
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  3. Dynamically create statistical category and type specified in the user xml notice imported from SIS

    The user.xsd xml shema contains statistical category an type description.

    <userstatistics>
    <user
    statistic segmenttype="External">
    <statistic
    category desc="STAPS">
    4200013
    </statisticcategory>
    <category
    type desc="Code SISE">
    BSISE
    </categorytype>
    </user
    statistic>

    However, when imported from SIS, il the category and type in a user.xml file imported from SIS does not already exist in Alma configuration tables, it is not imported in the statitistical type specified.

    In the example below, category 4200013 and its description STAPS, type BSISE and its description Code SISE required to have been already created in Alma configuration tables.

    If its not the case, the category 420003…

    3 votes
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    0 comments  ·  User Management  ·  Admin →
  4. Save and Continue button on User Record screen

    It would be really useful to have a 'Save and Continue' button when updating user information as edits can easily be lost if the user record closes (timeout). It would also mean that you could save the changes for one tab at a time.

    3 votes
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  5. Link related user records

    We would like the ability to link user records in a primary dependent manner. This would allow use to identify and remove dependent records when a primary record is identified for deletion. This might be as simple as text box on the general tab. Reason:
    Some patrons have borrowing privileges because of their relationship to an authorized patrons in our system. Faculty spouse have privileges because of the faculty member. When the faculty leaves we need to identify these dependent records to delete them also. In other systems these are known as family records.

    3 votes
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  6. To add purge date option rather then use days since purge date

    To add the exact purge date option rather then use days since purge date. If the date option is available, we can run a job and set the purge exact purge date rather than purge users that are not meant to be purged

    3 votes
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  7. Batch deletion of notifications by date or letter type

    I notice that I have 356 system job notifications in the attachments tab of my Alma account. Apparently these can only be deleted one at a time, which would take at least an hour or so. It doesn't appear in the letter retention section, so please could you introduce an option to batch delete these?

    3 votes
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  8. bulk deletion of attachment

    It would be very useful to be able bulk delete or archive-off a Patron's attachments, regardless of the retention period settings.

    3 votes
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  9. 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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  10. alma sign

    Alma licences are currently associated with OpenAthens usernames to support external authentication. We have unfortunately experienced a service outage at OpenAthens, meaning staff were unable to access Alma or offer any service to users.
    Is it possible to have an alternative login method for the licensed Alma users, to deal with situations like this?

    This is not a replacement login rather an alternative solution if our primary method of logging in is temporary inaccessible.

    3 votes
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  11. home page notifications not to be linked to General admin role

    currently only General Administrators can create Alma home page notifications. these notifications are very useful for operators e.g. issue desk staff, and it would make more sense to allow area managers the creation of these notifications. General Admin gives you access to some very complicated admin functionality, which we'd rather not make accessible to staff who shouldn't have access.

    3 votes
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  12. User edit--add options to "Save" and "Save and Close"

    When updating a user record, it would be extremely helpful to be able to Save without closing the record. We are updating and adding identifiers. Currently I have to save (which closes the record), then open again to add the second identifier. Very time consuming. "Save" should keep the record open; "Save and Close" would be fine when you are finished updating. This option IS available when adding statistical categories.

    3 votes
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  13. Preserve the Expire Date if changed manually

    Similar to how the user group field can be preserved and not overwritten by an update to user data if it has been changed manually, it would be beneficial for the expiry date field to be treated in the same way so that if the date is changed manually it will not be overwritten by a data synchronization. This would allow staff to manage patrons locally within Alma when an external data source is unreliable.

    3 votes
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  14. Ability for Alma Administrators to create special menu bars for staff users.

    It would be nice for our Alma Administrators to have some control over what each staff member sees on their menu bar or at least to be able to hide the configuration wheel from non-administrators. This would prevent some confusion staff members have when seeing options they do not have the privileges for, then telling us "it's not working." It would also allow us to create more simplified views for our student workers. Accidental menu customization done by staff is another problem we have. We have to try to figure out what they did in order to get their menu…

    2 votes
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  15. Record Block Expiry Date Editing History

    We’d like Alma to keep track of changes made to Block Expiry Date.

    We sometimes edit and shorten Block Expiry Date when users return books late due to unavoidable circumstances. However, Alma does not keep track of changes made to the Block Expiry Date in the Blocks tab. It would be great if we could review the history of changes made to the Block Expiry Date in the History tab of user record.

    2 votes
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    0 comments  ·  User Management  ·  Admin →
  16. Allow for including a block note when batch adding blocks through run a job

    Blocks can currently be added to a set of users through the Update/Notify User job; however, a note cannot be included. When placing holds manually, the option exists to include a note. When the note is essential to the block, we currently have to enter each block manually instead of using the job. Including the ability to enter a note in the batch job would save an immense amount of staff time.

    2 votes
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  17. Clarify user details contact info created by and created date

    In case #00711507 Rachel helped us discover that when a patron is toggled from external to internal the values in the "Created By" field for the contact information change to the user who toggled the patron but the "Created date" does not change from it's original value. The result is the "Created By" and "Created Date" don't match which causes confusion.

    Perhaps when updating the "Created By" when the patron is toggled the "Created Date" could also be updated.

    2 votes
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  18. Add options to retain manually-added (internal) information when toggling a record to external user

    Currently, notes (and other internal fields) disappear from internal patron records after toggled to external patron records. Per support documentation https://developers.exlibrisgroup.com/alma/integrations/user-management and testing, this is intended behavior in Alma based on assumptions made and imposed by the system. As a community college, we have many students who leave school for some time and become community users and then enroll again after a period of time. Many community members also become students, staff or faculty. In order not to lose the vital internal information, we have to do time-consuming work arounds.

    2 votes
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  19. Letter specifically for Account Deactivation

    Imagine graduating and having your account deactivated as is normal, but instead of discovering that the account doesn't work when you go to use it one day, you get an email proactively that shares resources that the library makes available for alumni or others whose status has substantially changed. A letter triggered on account deactivation can make this a standard process with controled language and up-to-date resource suggestions.

    2 votes
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  20. copy user account

    Please provide the ability to clone accounts.

    From time to time, a user will report that they can't do xyz with their account. It would be convenient to create a copy of the user's account (changing the name and primary ID) so that I can add and remove roles without disturbing a live account.

    2 votes
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