Alma
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83 results found
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Alma user mgmt: Ability to add role profiles to a set of users
Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.
It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.
17 votes -
automate user update job to send user emails ie about to expire
Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.
16 votes -
Automatically add new user statistical categories as they are imported via the SIS integration
As a system administrator I want any new statistical category codes used in the student file import to be added to the table as they appear in the file. Voyager previously added the code and then a system administrator could add the description to match.
14 votes -
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 -
Create a job to send a notification letter to users when their expiry date is near so they can request to renew their library user account
The option to notify users whose accounts have or will expire of their options for renewing their library user account would help us to stay engaged with users whose library user account will expire soon (or has recently expired). Users who want to continue using their library account can renew it prior to the expiry date, thus reducing any barriers to accessing their account and using library materials.
A notification letter could be created to support this type of messaging. It would be great if a job could be scheduled to send to users whose expiry date is upcoming. It…
12 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.
11 votes -
Flag an alert when a purge date falls earlier than an expiry date
A colleague has raised the point that currently when editing and saving a user record, if the purge date precedes the expiry date no alert is raised. This means if the purge date is adjusted and is set before the expiry in error, nothing alerts the user to this fact.
Would it be possible to have a an alert either in the form of a message or sidebar error alert to make the operator aware of the data issue when saving the changes?
10 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!
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 -
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 -
add course name to the course tab on the user profile
At the moment the only columns available in the Course tab on the user profile is course code and section.
Course codes will often consist of a line of numbers so the option to add course name as a column would add great value.
6 votes -
Generate PIN as an option in the Update/Notify user job.
Please add "generate PIN" as an option in the "Update/Notify user job".
6 votes -
User action history report
Our institution's security protocols require systems that handle confidential patron/student data have the ability to log backend staff user actions. After inquiring to ExL, the only way to know what a staff member has done in the system is to go through their individual history tab. However, this data is incomplete and doesn't give a full scope of what actions they took. In Analytics, the options provided are not useful and do not give us any useful information.
We'd like to track things like:
- When roles were issued
- Who issued roles
- Changes in configuration and who made…5 votes -
Add letter resend to Privileges Report so that it can be added to other roles and removed from Fulfillment Admin
Issue - Currently we need to give staff in reader services the Fulfillment Administrator role so that they can resend emails on users accounts. This role is too significant and gives reader services staff access to change loan rules and other processes.
Solution - Could Letter Resend be added to the Privileges Report so that it can be added to more appropriate roles (User Admin or User Manager). And it could then be removed from Fulfillment Administrator role.4 votes -
Add 'Assigned date' to user roles
We often need to know the date that a role was first added to a user's account. The status date is not static and because we use the API for updates from our SIS the status date often gets updated with random dates. The API updates also make the history tab difficult to use to track down role additions versus changes.
We should be able to easily see a column that includes the date a role was initially assigned/added in the context of all of their roles in the General Information tab.
We also need the date a role was…
4 votes -
Add option for patron name suffixes like Jr., Sr., or III
Name searches in Alma for names containing suffixes like Jr., Sr., or III yield strange results.
Example: Someone named Joe Johnson Jr. will have first name "Joe" and last name as "Johnson Jr." When performing searches in Alma for "Joe Johnson", "Joe Johnson*", or "Joe *Jr." will not yield any results.
Alma looks for "Jr." as a last name rather than the person's surname. This isn't helpful when SIS has the suffix but the patron may not use the suffix all the time in their everyday life.
Creating the option for a patron name suffix or updating the search for…
4 votes -
3 votes
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Purge User Records – Add field to prevent purge of users with active requests.
In addition to Number of days, user record, user group, and waive threshold, an institution should have the option:
Do not purge if there is active request(s)3 votes -
Set transaction time in Loan/Return
Configure in User Services -Loan/Return next to the date show the time of the transaction as it is displayed on the expiration date
3 votes
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