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144 results found

  1. User Registration Terms of Use - Have expiration dates be able to set from the calendar

    When creating TOU for User Registration, we should have the ability, much like with due dates in Fulfillment, to set the expiration date to not only various amounts of time, but to a calendar date. We have some patrons who end their privileges at the end of the semester, and it would be very helpful.

    12 votes
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  2. preferred language

    We are a bilingual institution. Sometimes we need to email users regarding requests, etc. In Manage Patron Services, we have to go all the way into Edit User Info in order to see the user's Preferred Language. It would be easier if the area on the right that contains User Notes and other details (see file) also contained Preferred Language.

    11 votes
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  3. SIS - Save Rejected records in XML format for re-load

    Currently rejected records from the SIS batch upload process are only identified in the event log. It would be very useful if the rejected records were saved to a separate file in XML format. This would allow for easier re-load once the load error is resolved.

    11 votes
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  4. Add Last Login attribute to Users subject area in Analytics

    The current Staff Login Report in Alma Configuration is of limited use, in that it doesn't provide additional details about users beyond Primary ID and last login date. In Analytics, we can find full details about named users, but cannot determine which accounts are actively used without the "Last Login Date" field.

    We would like to see the Last Login Date--i.e., the last date a user logged in to Alma to perform staff activity--added as an attribute to the Users subject area in Analytics. Having this date along with users roles and expiration dates will help our libraries better manage…

    11 votes
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  5. Allow access to "Roles Privileges" configuration for General System Administrator

    Allow access to "Roles Privileges" configuration for General System Administrator

    Ex Libris staff have the ability to remove specific privileges from Alma roles via the "Roles Privileges" configuration (User Management - Roles and Registration - Roles Privileges)

    Since roles in Alma are not very fine-grained, and roles often grant access to groups of privileges that shouldn't necessarily be granted as a set, it would be very helpful for customers to have access to the "Roles Privileges" configuration.

    Ideally we would have the ability to make edits ourselves, but Read-Only access would also be valuable, because it would allow us to:

    11 votes
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  6. Automatically attach the circulation desk that I choose in role creation.

    When you are assigning any roles that require a circulation desk attached, you have us choose the desk, select it, and then attach it. Why can you not just use the one I select and remove the attach step?

    10 votes
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  7. Batch Job to add User Notes with option to choose "Note Type" and select "User viewable" and "Pop up note"

    Currently, there is no option to choose "Note Type" and select "User viewable" and "Pop up note" boxes while adding User Notes in batch.

    10 votes
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  8. Add address parameters to update/notify user job

    We are a library in an institution that has one library but several locations/physical campuses. The students order material in Primo, and we send material from the library to the students by post (internal system) to their location.

    The issue is that our SIS (Student information system) does not seperate the students by locaton, and does not offer any indication to where the stuydent is located in the user profile import to Alma. As it is, we have no possibility to see whether a student is located at the same campus as the library or at one of the others.

    10 votes
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  9. 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…

    10 votes
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  10. Enable deletion of staff users from historical records

    Enable deletion of staff users from historical records

    Based on strong laws for data protection in Germany and in order to avoid efficiency control of the employees we need the possibility to delete the staff user from historical records.

    Kende

    9 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. 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!

    9 votes
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  13. Ability to log in as user to a user's Library Card

    It would be nice to be able to log in to a user's Library Card as that user for various reasons, mainly related to seeing what the patron can see (which letters they are selected to receive, which loans are present and which can be renewed by patron, etc.).

    This has been an immensely helpful feature within ILLiad, and with the ability to integrate Alma and ILLiad and allow users "one" library account to manage rather than several, it would be very helpful in troubleshooting users' questions over the phone or via email.

    9 votes
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  14. Update/Notify Users

    External Notes and Statistics information is overwritten when synchronizing patrons Externally via the SIS system. Notes and Statistics information can be entered manually and set as “Internal” by running the Update/Notify Users job and selecting the option “Add/changed field = Internal”. However, you are limited by the information that can be added to each selection. In the “Notes” selection you can’t select nor add a Note Type. In the Statistic selection, there’s no option to select a Category Type or type a Note. (see examples)

    It would be helpful, if there were notes and category options in the Notes and…

    8 votes
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  15. Add profile used to the list of Roles for a given user

    It would be useful if there was an indication of the Profile used that added each role to a given users account.

    8 votes
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  16. Create role profile from specific user roles.

    Once we have assigned roles to a certain user, and we see that the functionality is correct, it would be interesting to be able to create a profile directly with the roles of this user.
    In this way, we can assign the same roles to another user.

    8 votes
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  17. 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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  18. Read only view of user record information

    There is a need to provide our faculty librarians with a role that allows for a read only view of the user record information e.g. user details, addresses, contact details, etc.

    8 votes
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  19. Bulk update block expiry date

    In January 2018, fulfillment enhancement was added to allow library staff to manually add a block expiry date and edit the expiration date on an existing block. (See https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2018/12_January_2018/Alma_January_2018_Release_Notes/04Fulfillment_-_January_2018_Enhancements)

    We would really like to have the option to input a block expiry date in the bulk update/notify users job when adding a block type, instead of manually adding the blocks with expiry date one at a time for a batch of library user records.

    8 votes
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  20. Death of a patron - Need to immediately and permanently cease sending all letters

    In the unfortunate event that we learn that a patron passes away, we need a quick, clear, and finite procedure to immediately and permanently cease/stop any and all IZ and NZ notifications to the patron's email account, especially those that are tied to a SIS load (Example: Banner). College administration directs the library to ensure no emails are sent to the deceased's email account. We need to be able to definitively state to college administrators "Absolutely zero communications, automated or manually generated, will be sent regarding the deceased patron's library account from the IZ or NZ."

    Existing work-arounds include toggling…

    7 votes
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