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127 results found

  1. Role Profiles Enhancement

    When using role profiles, it would be nice if the profile could create a link to the user(s) with roles defined by the profile. Then, if you want to modify the profile, the change updates all users in the profile. Currently, you'd have to update the role profile and each individual user.

    151 votes
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  2. Allow batch deletion of user notes

    It's possible to add notes to user records in batch using the "Update/Notify Users" job on a set of users. It would be helpful if we could also batch delete notes on user records.

    There are occasions when we have subsets of users who receive special permissions to check out subsets of materials (e.g. students in a specific class who are the only people allowed to use specific equipment or reserve items, collections/materials where we require a signed agreement on file from the user to allow access). In these situations, we add notes to the user record to indicate whether…

    123 votes
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  3. Alma - automatic warning for users about to expire with dedicated alma xml letter

    It would be useful to activate an automatic warning for users about to expire with dedicated alma xml letter.
    The customer could simply set up the amount of days before expiration and if the letter should be sent to all users or to specific user groups. A scheduled job could be activated, so that the letter is sent every day at a specific time.

    113 votes
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  4. New Label "Invoice" for Address Types

    We would like to have the possibility to choose a specific label "Invoice" as address type. This would be used for institutional accounts as some of them have an additional Invoice address which is different than the "Home" one. Having such a label could be used for harvesting data to an external billing application.
    Thank you very much!

    111 votes
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  5. 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.

    108 votes
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  6. Make Paying Fines/Fees-Waiving Fines/Fees a separate User Role in Alma and remove them from other roles

    The auditors at our institution require us to limit the number of staff members who have this ability. We had to ask Ex Libris to remove PAYFINESFEES PRIVILEGE and WAIVEFINESFEES_PRIVILEGE from a large number of roles, most of which didn't even relate to fulfillment responsibilities during our implementation.

    Our Student Assistants and Operators at the Circulation Desks should not have these privileges. But they did before we had them removed.

    Approving Manager and Operator, Producer Manager, User Manager, Editor Full, Assessing Manager and Operator, Arranging Operator and Manager are all roles that I don't understand, and…

    106 votes
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  7. User ID Generation functionality also on the User Details page

    Libraries can configure the automatically generated user identifiers for new patrons that are added when an operator adds a patron on the Patron Identification page. We would like that the user Primary identifier can also be generated when users are added or edited on the User Details page: Existing users (external or internal) could have their Primary identifier updated (refreshed) in a more easy and effective way by circulation desk operators.

    87 votes
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  8. Purge User Records - allow to keep users with Blocks

    Right now the Purge User Records job does not delete users with active loans and users with a fee > than a specific threshold.
    Users with active Blocks are instead deleted.
    Adding to Purge User Records job an option allowing to keep the users with blocks would be very useful.

    82 votes
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  9. 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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  10. 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.

    74 votes
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  11. Proxy/Principal User Search

    (I'm not sure the best term, so I'm using "principal" to refer to the person a proxy is acting on behalf of)

    It's possible to view a list of principal patrons that a patron is a proxy for from within the proxy's user record (the "Proxy For" tab).

    It's not possible to view or search for patrons that are proxies to a principal patron.

    Examples:
    1) Alice and Bob are known proxies for Chad.
    I can open the Proxy For tab for Alice and Bob, where Chad will be listed for both.

    2) Chad has several proxies, but it's uncertain…

    67 votes
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  12. Hide ‘edit’ option from My Library Card > Personal Details for specific user groups only

    In Alma you can choose to hide the "Edit" option from the 'Personal Details' under 'My Library Card' for ALL your users by changing the parameter key 'primopatroninfo_updatable' to N

    This works fine if all your users are set up as external users who automatically gets their contact information updated from a system outside Alma. But if you set up your students as external users and public users as internal users you will have to choose between letting the students update contact information that will be wiped out next time data is loaded in to Alma or not…

    62 votes
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  13. 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.

    60 votes
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  14. 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…

    58 votes
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  15. 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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  16. 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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  17. 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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  18. 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.

    50 votes
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  19. Note Type

    Have the options to create different Note Types under the patrons note tab.

    46 votes
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  20. Manual Deleting of User (Patron) records and need for consistency in maintaining reportable data

    At present Alma has an inconsistent method of maintaining reportable patron data when a user record is deleted. The reality is that the policies established by an institution (to keep fully reportable, or keep statistics, or fully remove) do not apply when a patron record is manually deleted - ie. Deleted in: Administration > User Management > Find and Manage Users.

    “Users that are manually deleted in Alma are fully removed from the system” regardless of institution policy. The Queensland Health Libraries would like to have this situation changed so that manually deleting a user (patron) record would maintain the…

    45 votes
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