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Alma

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145 results found

  1. Adding newly registered patrons to the 'Recent patrons'-list

    Being able to see patrons entered in a session is very useful, but it would be great if the recent list also included new patrons registered during the session.

    Often times, patrons for instance request registration before they find the books they want to borrow. If we could easily access their patron services page when they return with them, it would streamline the process.

    3 votes
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  2. Display all roles on a user's record at the same time

    Only 20 roles display at a time on a user's record.

    For users with more than 20 roles assigned to their record, give the option to display all roles at the same time.

    If you edit a role to add a desk, and that role exists on page 2 of the role list, it will "refresh" the display so that you're back on page 1 of the role list. You then have to scroll down the record and page forward again if you want to go back to the place you were.

    2 votes
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  3. 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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  4. 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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  5. 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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  6. 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 →
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  7. Merge roles and scopes when assigning two profiles to one user

    The paradigm, or model, that we chose for role assignment was to group roles into profiles named for departments. Our profiles have names like Tech Serv Manager Profile, Pub Serv Staff Profile, etc.

    Linda Hall Library has three circ desks. Managers have been given roles which allow them to operate at the appropriate desks (Pub Serv Manager Profile has Circulation Desk Operator configured for Courtesy Desk and Main Circ and Rare Books Manager Profile has Circulation Desk Operator configured for Main Circ and Rare Book Room Circ). Similarly, we have two different work order departments, and managers' roles are scoped…

    2 votes
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  8. 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…

    2 votes
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  9. 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.

    2 votes
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    0 comments  ·  User Management  ·  Admin →
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  10. 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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  11. 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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    0 comments  ·  User Management  ·  Admin →
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  12. Order the toolbar

    For each user the order of "Manage patrons", "Return items", and "Scan in items" is in a different order. You should be able to arrange these so that it is the same for each user.

    1 vote
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  13. 1 vote
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  14. 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.

    1 vote
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  15. 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".

    1 vote
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  16. Give institutions the ability to have local versions of user roles

    We have just gone live and I'm setting up accounts for our liaison librarians. I'd like to create a copy of the Purchase Request Operator role to use with liaisons. I'd like fewer permissions than the canned version but I can't have ExL edit the current one because other staff need the role as it is currently. I think we should be able to make a local version of a user role that can then be edited without changing the canned user role. That or just let us keep the Selector role so I can have that edited.

    1 vote
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  17. General Mail Attachments

    Could the General Mail facility be amended to allow staff to add attachments to an email sent to a patron via the USer Management screen?

    1 vote
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  18. 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.

    1 vote
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  19. 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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  20. Add the code to the list of Statistical Category while adding statistic for user

    While adding statistic for user, Alma only shows the description in the list of Statistical Category. We would like to show the code and description both together in order to filter the value by code easily.

    1 vote
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