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128 results found

  1. 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
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  2. 3 votes
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    0 comments  ·  User Management  ·  Admin →
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  3. 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)

    5 votes
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  4. user - add option for dynamic purge date - e.g. 12 months after expiration date

    Right now the purge date is a static value manually inserted when registering a new user. When the user renews registration, purge date must also be manually updated.
    In our library regulations we'd like to purge users after a specific amount of time after expiry date. Keeping purge dates manually up to date is however quite an error prone procedure.
    It would be great to have the chance to automatically update the value in purge date when saving according to specific a timespan (e.g. 10 months or 10 years after expiration date).

    80 votes
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  5. Allow a block to be created as part of the 'change to lost' overdue and lost loan profiles.

    We'd like the ability to create a block when an item is made 'lost' as part of the overdue and lost loan profile schedules.

    At the moment we can only add a block on the overdue notification types, which we do for the last overdue notification we send before it becomes considered lost.

    However, as soon as the item is changed to lost by the profile schedule it removes the block automatically created by the overdue notification profile.

    The advantage of using the profile block is that they are automatically removed if the item is renewed or returned and we…

    16 votes
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  6. 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!

    11 votes
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  7. Show count of items scanned in when using the cloud app of Bulk Scan-In

    When I use the cloud app of Bulk Scan-In, I would like to see how many items get scanned in.

    1 vote
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  8. A "kill switch" for General System Administrators to immediately disconnect individual Alma users

    Use case: A library employee (student or staff) responds to a phishing text message by providing their Single Sign-On (SSO) credentials; SSO is used on our campus for Alma authentication. I want to (1) disable all the roles on the library employee's account except for Patron; (2) disconnect the employee if he/she/they/* has an active session in Alma; and (3) be notified with the IP address of the originating computer if he/she/they/* attempts to log in again. I would like to accomplish both #1 and #2 by checking a box ("Disable roles") and moving a slider ("Disconnect user"), WITHOUT having…

    58 votes
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  9. 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
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  10. Internal data and all non-fulfillment data deleted from external account when accounts are loaded from external system through API

    Updating users from an external source (such as Banner) using the API means that any non-fulfillment information will be deleted such as Roles (the only role left is the Patron role), barcodes, alternate addresses, emails, phone numbers, fines/fees, blocks, attachments, proxy information.

    Would it be possible to make sure that an account's update from Banner through the API only affects the fields supported by Banner without wiping off any other fields?

    3 votes
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  11. 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 & Stefano

    9 votes
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  12. Export users in one file

    We export all our users every day at 19:00 hours.

    This export results in over 600 files that then have to be concatenated into one big file.

    It would be most useful if the export could result in one big file being exported.

    1 vote
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  13. 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
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  14. Make address fields one of the searchable fields in user searches

    Addresses on a patron record (at least the preferred address fields) need to be a searchable field in the universal search box on the dashboard.
    We often find a need to on the fly find all the patrons who might come from a particular address.

    3 votes
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  15. Quick edit "Renew Patron" link should save changes to patron record

    In the patron Quick Edit screen when a patron is due to expire and the "Renew Patron" option appears in the right hand panel, clicking this link current just updates the expiry date for the patron and leaves the screen, but does not save any other changes you make to the patron record as you are updating them.

    This link really needs to either also save the other changes made to the patron record, or just update the expiry date and not take you away from this screen so you can still save your changes.

    1 vote
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  16. Ability to send an email from User Details - General information although the user is restricted from editing

    Our patrons are restricted from editing. Now with this setting librarians can't send e-mails from the General information - User Details page. It would be helpful to enable sending emails for librarians from the General information - User Details page to all patrons (users restricted from editing and also for non-restricted).

    1 vote
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  17. User Purge should be made AFN aware and not allow the deletion of a user with active transactions or fines/fees at another AFN inst.

    The Alma User Purge job is not AFN-aware. It will allow the deletion of a user record from the user's home institution's IZ even when the user has active transactions or fines/fees at another AFN institution. These "orphaned" linked user records are confusing for both users and library staff and are not a best practice for user record management.

    Examples of the resulting problems we've encountered thus far include:
    1) If the user's home institution performs a purge and then re-loads records, the orphaned linked user records in the other AFN member institutions do not re-connect to the new version…

    51 votes
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  18. Make the Send Message emails more customisable

    Today it is possible to send messages to individual users from the General Information tab on the User Details screen, but the functionality is very basic. To be truly useful it should be possible to create your own templates and to customise them the same way we can customise Alma Letters. Without the usual letter components, such as a header with the institution logo, which are present in other Alma letters, the messages look unprofessional and can easily be mistaken as spam. If it would be possible to create templates containing and editable body text and combine it with the…

    3 votes
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  19. 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.

    5 votes
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  20. A new design for the homepage of ALMA

    It would be really lovely if the homepage to ALMA was colourful and bright with easy access to the major functions we use in the library. For example there could be a homepage that has different bubbles (5 in a circle with one in the middle for example) and people can drag and drop their 6 most used icons. For library assistants this would be super useful if we could open ALMA and instantly be able to issue / return books / search for a service users name / card number for easy access. It would also be great if…

    6 votes
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