Alma

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  1. See user's Institution Id in drop down menu

    Our request concerns the display in the Patron Identification form
    Currently, when searching for a user in Scan Patron's ID or search for patron, a pop-up appears with the name, the group and the Primary identifier displayed for each user.
    We would like the user's Institution ID to be displayed as well.
    Alternatively we would like the admin can choose whether to display the primary identifier or institution id.

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    0 comments  ·  User Management  ·  Admin →
  2. Patron contact info - more fields?

    Adding discretionally more fields (i.e. city, see city.jpg) to the fields displayed in the user details - contact info panel
    (see user_details.jpg for the fields available at now...) would be a great thing...:=)

    1 vote
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  3. User update notification with loan information

    We would like to send out an email to users, who's account are about to expire. However, we want to have the users current loans added to the email as a table (like the borrowing activity email). The user and librarian can then see what they need to return before their account expires.

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    0 comments  ·  User Management  ·  Admin →
  4. Option to set defaults when creating a new user

    It would be nice to be able to control the default options in the 'Register New User' form. For example, when I open up the 'Register New User' form I would like the following fields to be selected be default:


    1. User group = BFA (Bachelor of Fine Arts)

    2. Email types = Personal

    3. Identifier type = Barcode

    In particular for parts 2 and 3 we rarely use any of the other options and it would streamline adding new users if we could have these options just be selected by default.

    Joanna Hare
    National Art School Library Manager

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  5. warning when saving changes in patron record before closing record

    When editing a user record, it would be helpful to get a warning pop-up if you try to close the record without saving it. Sometimes when you get interrupted, it's very easy to just close the record without saving the change.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  6. Include security logging for role changes

    Because roles cover a range of permissions, there is a necessity to give users a role for one need even though it gives them permission to do other things that are not wanted. One of those things can be assigning other roles.

    Role assignment is the most security-sensitive function of Alma and should absolutely be tracked and the log of who made an assignment and when should be accessible to administrators. Even better would be the ability to add an email warning mechanism for particularly sensitive roles.

    (Related to this but in documentation, there needs to be a table of…

    1 vote
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  7. Having "nested" user records for users with dual or multiple statuses

    I think that it would be useful for user records to have the option to have "nested" records where you have one user with one user profile, but under that profile, they have 2 or more identity profiles that contain other data that is linked to their different statuses.

    The only parallel I can think of for it is when you have one bibliographic record and multiple item records attached to that one bib. record. All of them have the same main information, but individual record identities below.

    This would be helpful because we have users that are current students…

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  8. Patron tab customization

    We would like to be able to customize tab labels in the patron folder. In fact, in french "Audit" is not very appropriated. We'll prefere "Modif. lecteur".

    Is it possible to offer the possibility to ajust label directly by the Alma administration Interface?

    Or/And to change the name of the Audit tab in the french interface "Modif. lecteur".

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    0 comments  ·  User Management  ·  Admin →
  9. Extra personal detail fields available for library users

    I am working in special library so our users come from public who is affiliated with other organizations such as university, museum or architects. It would be great if Alma can offer extra fields to store additional personal detail such as occupation, affiliation, age (not birth date), age group and research interest, etc.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  10. Ability to Disable the Dispute Functionality for Fine/Fee

    Feature Requested:
    An option to turn off the ‘Dispute’ functionality for fines and fees.

    Use Case:
    With middleware connected to Alma and our university, anything that is done in Alma needs to be propagated to the rest of campus. Since there is not a need for the dispute functionality, we have not written any middleware on handling the dispute if it were to come in through the web hook. Currently, we are training staff to just not use the dispute functionality. It would be ideal to just turn off that option so that there is not a chance of discrepancy…

    1 vote
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  11. Add payment method column to Fines and Fees Details view

    On the user details screen on the Fines and Fees tab in the Fines and Fees Details view it would be helpful if the column Payment Method was given as a possible column to view.

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    0 comments  ·  User Management  ·  Admin →
  12. 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.

    1 vote
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  13. Contact Information Pop-Up configuration - Hyperlinks

    IT would be useful if the Primary Identifier was a hyperlink in the Contact Information Pop-Up of a user, so that the user details screen was displayed in just one click instead of havign to copy, paste search and then click.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  14. Users remove blocks

    It would be usefull for an operator to delete selected blocks in the tab block of an user card in the same way of fines/fees, marking them and delete them in one go.
    This idea because the operators can't run the job "Users - Remove Blocks".

    We think especially at those libraries where users are not always on time to return books and deleting them individually it's a waste of time.
    it is not nice to delete blocks one by one.
    It would be better if the operator could mark blocks and delete them in one go.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  15. Add Primary ID to "Find and Manage Users" screen/table

    The Alma> Admin> User Management> Manage Users table currently contains these fields:

    Name
    Account Type
    Record Type
    Job Category
    User Group
    Status
    Expiration Date
    Blocks (indicator)
    Notes (indicator)

    It would be helpful to have the User's Primary ID included as an option in this table, to distinguish upon search without additional clicking, between users with the same names.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  16. block fine message

    Allow the block message for the fine limit to be customized. Currently, the block message shows that the fine limit has been reached and then shows the amount owed. This is confusing to Student Assistants who only read the first part of the message and relate to the patron that the fine limit is all that is owned in overdue fines and fees.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  17. Add signatures to 'General mail' messages (via User Details screen)

    When sending 'General mail' messages via the User Details screen, would it be possible to have a facility to create/select signatures?

    It's not a biggie but would save a bit of time and effort entering information that needs to go on many messages.

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  18. User Group fee

    I would like it to be possible for a fee to be added to a user record when a certain user group is selected, eg.Postal Loans. The patrons are not imported with this user type - it is changed when they make the request to receive loans by post. There is currently no functionality that allows a fee to be added automatically when a new User group is manually selected.

    1 vote
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  19. Allow expired internal users to reset their password

    Many of our users are allowed to create and renew their patron accounts online using the API. Are users are all internal so they manage renewing their own accounts (we don't rely on 'active students' or the like).

    We would like to add extra user authentication during renewal that requires users to enter their password. Of course many users forget their password and need to reset it before actually renewing. Unfortunately, Alma does not allow users who are expired to reset their password.

    It would be very helpful if we could permit expired users to reset their passwords in order…

    1 vote
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  20. How about sending or allowing to send e-mails to users that previously booked any material from the library?

    Please, configure ALMA to send e-amils to users that made a booking or let the librarians to do it manually.

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