Alma

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  1. Add "Faculty" to pop-up window

    Add "Faculty" inside: Configuration Menu > User Management > General > Contact Information Pop-Up.
    In order to display faculty in the pop-up window with the user information

    50 votes
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  2. Add roles to a user with the same roles as an already created user

    Many times we need to add a user with the same roles already created in another user.
    Alma should allow copying of all roles from one user to another.

    5 votes
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  3. To add the "primary identifier" to the export list of the user set

    We would like to add the "primary identifier" to the export list of the user set.

    We will use the excel file with "primary identifier" to establish the User set, but not all the primary identifier can be loaded into the user set. So
    We would like to add the "primary identifier" to the export list of the user set in order that we could know which primary identifier can not be loaded into the User set.

    88 votes
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  4. Alma User Role for Editing/Deleting only Quick-Cataloged Records

    Scenario:
    Library staff frequently need to create records for resources using the Quick Cataloging feature. Often, those records need to be edited after creation, due to mismatching resource types, updated information, operator input errors, etc. Most of the staff using the Quick Cataloging feature are not trained as catalogers, and do not have cataloging roles in Alma.

    Problem:
    Quick-Cataloged records are not editable by staff without cataloging roles in Alma - who are frequently the creators/managers of these records. This has led to several different workarounds at various institutions:

    Some institutions have given their non-cataloging staff full cataloging permissions to…

    57 votes
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  5. 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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  6. Move general email feature outside of the User's form

    The General Email function is currently located inside the form for updating general information in the user record.

    If there are any problems with missing mandatory data in the form then the email cannot be used at all.

    Since it is unrelated to user general information I would suggest that the Send Message function should be located outside of the user data area perhaps up near the buttons "Toggle Account Type", "Open for Update". (See screenshot)
    Additionally, the general mail could perhaps be added to the letters that can be sent from "Manage Patron Services"

    I would also support greater…

    24 votes
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  7. 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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  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…

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  9. Have the option to send emails to the user’s preferred address or send it to all of the user’s addresses on their account instead.

    Sometimes the “preferred addresses” imported from SIS is not the address users frequently uses, they could potentially miss important notifications and cause disputes.

    164 votes
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  10. Linking Proxy and Sponsor accounts

    In our library, we create a separate library account for every Proxy, in addition to their personal account.


    1. We want the Proxy and Sponsor accounts to be linked to each other so that all loans made by a Proxy on behalf of a Sponsor will automatically be registered on both accounts.
      In addition, all requests placed by a Proxy on behalf of a Sponsor should be loanable on the Sponsor's account without the need of deleting the request/s from the Proxy's account.


    2. Since many Sponsors have more than one Proxy )sometimes up to 10), we would like a Proxies/Sponsor tab…

    5 votes
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  11. 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…

    4 votes
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  12. 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 →
  13. Update user roles quickly - import the Excel file exported from another user

    Currently, it's possible export a user's roles in Alma to an Excel file. However, the counterpart function isn't there: to be able to take the roles you've exported from one user and import them into another user's record. This would be such a time-saving feature because it would enable us to take the roles from one member of staff and apply the same to another.

    56 votes
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  14. 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.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  15. Ability to make manual notations in the history tab when updating a user's record

    I think that it would be great to have a feature in the history tab that allows you to manually add a notation to indicate why a user's record was changed--similar to how a registrar's office makes comments in a student's record any time a change is made. Anytime we make a change on the backend, and then have questions at the front desk about why something was changed, it causes some confusion until we talk it out, but if this feature was there, it could limit the confusion.

    I don't think adding these types of things to the note…

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  16. 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 →
  17. Set preferred SMS default to "Yes"

    When adding users manually in Alma the phone number has a parameter called "Preferred SMS" which is automatically set to "No". It controls whether Alma sends SMS' to the patron or not. It can only be changed after the profile is first saved. Hence it is ease to forget to toggle this setting.

    We would like to have the option to choose the default setting for Preferred SMS, or the option to toggle this setting before saving on the "Quick User Management" registration form.

    3 votes
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    0 comments  ·  User Management  ·  Admin →
  18. 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 →
  19. Field for academic year in user profile

    It would be good if there were a field in the user's profile that states the user's academic year, e.g., YEAR 1, YEAR 2, YEAR 3, etc.

    72 votes
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  20. Allowing the ability to freely assign different jobs to different users.

    There are cases where we want the user to only be able to handle a specific task that is beyond their user role, but currently in order to do that we have to assign them with roles that allows them access to jobs we don’t want them to have access to.

    57 votes
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