Alma

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  1. Option to set defaults when creating a new user

    It would be nice to be able to control the default options in the 'Register New User' form. For example, when I open up the 'Register New User' form I would like the following fields to be selected be default:


    1. User group = BFA (Bachelor of Fine Arts)

    2. Email types = Personal

    3. Identifier type = Barcode

    In particular for parts 2 and 3 we rarely use any of the other options and it would streamline adding new users if we could have these options just be selected by default.

    Joanna Hare
    National Art School Library Manager

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  2. Borrowing activity letter should exclude patrons with no loans

    When running a borrowing activity letter job, it will send an e-mail to patrons with no loans. Only fees. That is not neccessary. Would be nice to have a possibility to exclude those customers.

    10 votes
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  3. Show "Open for Update" override enabled

    This is about the protection of data for external user records. I have copied the below text from the Alma Documentation page: https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/050Administration/030UserManagement/010ManagingUsers#UserDetails

    To enable editing other fields of external users, select Open for Update, and select Yes. Edit the relevant fields and select Save. Note that changes you make to most fields will be lost after the next SIS synchronization job. However, Alma prompts you to determine whether the following fields will be overridden with the next SIS synchronization job: Title, PIN number, Job category, User group, Campus, Preferred language, Resource sharing libraries,…

    4 votes
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  4. SIS Synchronize: flexible 'Email on error' option

    We run the SIS SYNCHRONIZE job four times a day for ongoing synchronisation of existing Alma users from an external source. Like for most jobs, ‘Send on success’ and ‘Send on error’ email notifications can be configured.

    The ‘Send on error’ email notifications will fire if the failure rate (number of rejected records) meets or exceeds 5% of the total number of processed users. This means that if the job processes many users e.g. 30'000 there could be 1000 rejected users but we would not be sent an error email notification. In contrast, if the job processes e.g. 20 users…

    4 votes
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  5. Add Primary ID to "Find and Manage Users" screen/table

    The Alma> Admin> User Management> Manage Users table currently contains these fields:

    Name
    Account Type
    Record Type
    Job Category
    User Group
    Status
    Expiration Date
    Blocks (indicator)
    Notes (indicator)

    It would be helpful to have the User's Primary ID included as an option in this table, to distinguish upon search without additional clicking, between users with the same names.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  6. 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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  7. 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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  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. 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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  10. 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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  11. 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 →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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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  16. 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.

    5 votes
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  17. 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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  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. 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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  20. 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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