Alma

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  1. alma sign

    Alma licences are currently associated with OpenAthens usernames to support external authentication. We have unfortunately experienced a service outage at OpenAthens, meaning staff were unable to access Alma or offer any service to users.
    Is it possible to have an alternative login method for the licensed Alma users, to deal with situations like this?

    This is not a replacement login rather an alternative solution if our primary method of logging in is temporary inaccessible.

    3 votes
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  2. home page notifications not to be linked to General admin role

    currently only General Administrators can create Alma home page notifications. these notifications are very useful for operators e.g. issue desk staff, and it would make more sense to allow area managers the creation of these notifications. General Admin gives you access to some very complicated admin functionality, which we'd rather not make accessible to staff who shouldn't have access.

    3 votes
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  3. User record list of roles should display Expiration Date -- not Status Date

    In the display of Roles for a given user, displaying the Status Date (when the Role was created or last edited) is virtually useless. Much more valuable would be to instead display the Expiration Date for that Role. This is something that we must currently click into the record to see, and is something of much more value -- especially when checking on the status of student staff.

    3 votes
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  4. 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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  5. Preserve the Expire Date if changed manually

    Similar to how the user group field can be preserved and not overwritten by an update to user data if it has been changed manually, it would be beneficial for the expiry date field to be treated in the same way so that if the date is changed manually it will not be overwritten by a data synchronization. This would allow staff to manage patrons locally within Alma when an external data source is unreliable.

    3 votes
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  6. Ability for Alma Administrators to create special menu bars for staff users.

    It would be nice for our Alma Administrators to have some control over what each staff member sees on their menu bar or at least to be able to hide the configuration wheel from non-administrators. This would prevent some confusion staff members have when seeing options they do not have the privileges for, then telling us "it's not working." It would also allow us to create more simplified views for our student workers. Accidental menu customization done by staff is another problem we have. We have to try to figure out what they did in order to get their menu…

    2 votes
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  7. 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 →
  8. Allow for including a block note when batch adding blocks through run a job

    Blocks can currently be added to a set of users through the Update/Notify User job; however, a note cannot be included. When placing holds manually, the option exists to include a note. When the note is essential to the block, we currently have to enter each block manually instead of using the job. Including the ability to enter a note in the batch job would save an immense amount of staff time.

    2 votes
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  9. 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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  10. 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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  11. Add options to retain manually-added (internal) information when toggling a record to external user

    Currently, notes (and other internal fields) disappear from internal patron records after toggled to external patron records. Per support documentation https://developers.exlibrisgroup.com/alma/integrations/user-management and testing, this is intended behavior in Alma based on assumptions made and imposed by the system. As a community college, we have many students who leave school for some time and become community users and then enroll again after a period of time. Many community members also become students, staff or faculty. In order not to lose the vital internal information, we have to do time-consuming work arounds.

    2 votes
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  12. 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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  13. copy user account

    Please provide the ability to clone accounts.

    From time to time, a user will report that they can't do xyz with their account. It would be convenient to create a copy of the user's account (changing the name and primary ID) so that I can add and remove roles without disturbing a live account.

    2 votes
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  14. See user's Institution Id in drop down menu

    Our request concerns the display in the Patron Identification form
    Currently, when searching for a user in Scan Patron's ID or search for patron, a pop-up appears with the name, the group and the Primary identifier displayed for each user.
    We would like the user's Institution ID to be displayed as well.
    Alternatively we would like the admin can choose whether to display the primary identifier or institution id.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  15. Patron contact info - more fields?

    Adding discretionally more fields (i.e. city, see city.jpg) to the fields displayed in the user details - contact info panel
    (see user_details.jpg for the fields available at now...) would be a great thing...:=)

    1 vote
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  16. warning when saving changes in patron record before closing record

    When editing a user record, it would be helpful to get a warning pop-up if you try to close the record without saving it. Sometimes when you get interrupted, it's very easy to just close the record without saving the change.

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  17. Patron tab customization

    We would like to be able to customize tab labels in the patron folder. In fact, in french "Audit" is not very appropriated. We'll prefere "Modif. lecteur".

    Is it possible to offer the possibility to ajust label directly by the Alma administration Interface?

    Or/And to change the name of the Audit tab in the french interface "Modif. lecteur".

    1 vote
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    0 comments  ·  User Management  ·  Admin →
  18. 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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  19. 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 →
  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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