Alma

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  1. 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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  2. Purchase Request Library management in User records

    A new multi-selection field, Purchase Request Library, was added to the User Details page with the June 2018 release. If one or more libraries are defined for a user, the user may create purchase requests only for the listed libraries. If no libraries are defined, the user may create a purchase request for any library.

    But managing Purchase Request Libraries in user records can only be done record per record; there is no possibility for batch processes.

    Currently, there is no option:
    - to add or remove a Purchase Request Library with the Update/Notify Users job;
    - to add or…

    133 votes
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  3. User ID Generation functionality also on the User Details page

    Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.

    85 votes
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  4. user title as free text field instead of pre-defined drop-down

    The field user title should be definable as free text field (min 100 characters long), so that various combinations of user titles can be imported from the campus information system. Now this is not possible, because titles (resp. combinations of titles) have to be defined BEFORE importing users via API.

    19 votes
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  5. 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…

    6 votes
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  6. 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 →
  7. 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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  8. 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
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  9. 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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  10. patron purge letter

    It would be helpful if Alma had an email letter that was linked to the user expiry date and could be sent to the client once their account is due to or has expired.

    6 votes
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  11. 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 →
  12. 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.

    1 vote
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  13. 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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    0 comments  ·  User Management  ·  Admin →
  14. 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.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  15. Role Profiles Enhancement

    When using role profiles, it would be nice if the profile could create a link to the user(s) with roles defined by the profile. Then, if you want to modify the profile, the change updates all users in the profile. Currently, you'd have to update the role profile and each individual user.

    20 votes
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  16. 3 votes
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  17. Purge User Records - allow to keep users with Blocks

    Right now the Purge User Records job does not delete users with active loans and users with a fee > than a specific threshold.
    Users with active Blocks are instead deleted.
    Adding to Purge User Records job an option allowing to keep the users with blocks would be very useful.

    77 votes
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  18. Please leave me signed in at my library.

    There is no point in timing us out of our specific library. It is super annoying to come back to my desk and find that ALMA has kicked me out of my library and that I have to select it again---the only library in the list of options, btw, making it pointless for me to "choose a library" in the first place. There's only one! Please turn that off. It is a bug, not a feature of the program.

    12 votes
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  19. Configurable Fines/Fees Behaviour

    Configurable Fines/Fees Behaviour

    We are a library that has two libraries in two different cities but we are one organization and we share the same economy. The Fines/Fees Behaviour is hardcoded to be owned by library which doesn't mirror our situation. We would like the Fines/Fees Behaviour table to be configurable.

    96 votes
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  20. Make Notes/Blocks tabs more noticeable

    When users have blocks or notes attached to their account, it would be helpful if the tab changed colour or had a red exclamation mark icon in the corner. This would alert members of staff immediately if there was something on the account that needed to be seen, i.e information about disability arrangements, reasons why a user is blocked, fine payment arrangements etc.

    Currently the folded blue tab in the corner, meant to indicate that there is information in that space, makes the Notes/Blocks tabs just blend in with the rest.

    Making Notes/Blocks tabs more noticeable would mean important and…

    14 votes
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