Alma

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  1. 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…

    25 votes
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  2. 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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  3. 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 →
  4. 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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  5. 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…

    60 votes
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  6. Improve how operator transactions/history is displayed throughout system due to privacy concerns

    Operator identifiers are displayed throughout the system in various places, such as History and Notes tabs and the Receiving Operator field in the Physical Item Editor. These display as the operator's employee number, which has been raised by staff as a privacy concern. Currently, configuration can be set to disable this display only in the History tab, and only for users that do not have Manager or Administrator roles assigned to them. This is problematic for several reasons:
    - Privacy concerns being raised by staff that their employee id is viewable by other users throughout the system
    - "Hide" function…

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  7. 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.

    1 vote
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  8. Customize Patron Registration Form with more identifier field

    We would like to to have more than one instance of the drop-down menu (identifier1 field) and input field so we can fill in more than one identity type in the registration form for a quick registration of the patron.

    4 votes
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  9. 1 vote
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    0 comments  ·  User Management  ·  Admin →
  10. Inactive/Active change to be visible in history tab

    When a users account is made inactive/active it does not currently show in the history tab. I would be extremely useful to be able to view when a users account becomes inactive.

    8 votes
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  11. Emailing patrons straight from their patron record

    From the patrons contact information: It would be great to be able to send emails straight from their account. (Click on email and have it open in outlook.) This would alleviate have to copy and paste into a seperate account.

    2 votes
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  12. Save and Continue button on User Record screen

    It would be really useful to have a 'Save and Continue' button when updating user information as edits can easily be lost if the user record closes (timeout). It would also mean that you could save the changes for one tab at a time.

    3 votes
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  13. Have option to set Expiration and Purge Date to "Current Date"

    It would be useful to have a button that says "Today" or "Current Date" when changing either the Expiration date or the Purge date. We often have to update records for staff and faculty who terminate and having that button would save a lot of time.

    6 votes
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  14. 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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  15. 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.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  16. 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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  17. Batch deletion of notifications by date or letter type

    I notice that I have 356 system job notifications in the attachments tab of my Alma account. Apparently these can only be deleted one at a time, which would take at least an hour or so. It doesn't appear in the letter retention section, so please could you introduce an option to batch delete these?

    5 votes
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  18. User edit--add options to "Save" and "Save and Close"

    When updating a user record, it would be extremely helpful to be able to Save without closing the record. We are updating and adding identifiers. Currently I have to save (which closes the record), then open again to add the second identifier. Very time consuming. "Save" should keep the record open; "Save and Close" would be fine when you are finished updating. This option IS available when adding statistical categories.

    3 votes
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  19. Advanced search option for Users search

    Create an advanced search for Users search, just like for physical titles / items. In this search, make it possible to search (for instance) users with specific roles or job categories, identifiers starting with specific prefixes, users with different kinds of blocks, users with outstanding loans or requests, etc, and the possibility to combine these.

    105 votes
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  20. 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.

    11 votes
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