Alma

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  1. 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.

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    0 comments  ·  User Management  ·  Admin →
  2. 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…

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  3. 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…

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  4. 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".

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  5. 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.

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    0 comments  ·  User Management  ·  Admin →
  6. 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…

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  7. 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.

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  8. 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.

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  9. Contact Information Pop-Up configuration - Hyperlinks

    IT would be useful if the Primary Identifier was a hyperlink in the Contact Information Pop-Up of a user, so that the user details screen was displayed in just one click instead of havign to copy, paste search and then click.

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    0 comments  ·  User Management  ·  Admin →
  10. Users remove blocks

    It would be usefull for an operator to delete selected blocks in the tab block of an user card in the same way of fines/fees, marking them and delete them in one go.
    This idea because the operators can't run the job "Users - Remove Blocks".

    We think especially at those libraries where users are not always on time to return books and deleting them individually it's a waste of time.
    it is not nice to delete blocks one by one.
    It would be better if the operator could mark blocks and delete them in one go.

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  11. 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.

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    0 comments  ·  User Management  ·  Admin →
  12. Add signatures to 'General mail' messages (via User Details screen)

    When sending 'General mail' messages via the User Details screen, would it be possible to have a facility to create/select signatures?

    It's not a biggie but would save a bit of time and effort entering information that needs to go on many messages.

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    0 comments  ·  User Management  ·  Admin →
  13. User Group fee

    I would like it to be possible for a fee to be added to a user record when a certain user group is selected, eg.Postal Loans. The patrons are not imported with this user type - it is changed when they make the request to receive loans by post. There is currently no functionality that allows a fee to be added automatically when a new User group is manually selected.

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  14. 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…

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  15. How about sending or allowing to send e-mails to users that previously booked any material from the library?

    Please, configure ALMA to send e-amils to users that made a booking or let the librarians to do it manually.

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  16. 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…

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  17. Order the toolbar

    For each user the order of "Manage patrons", "Return items", and "Scan in items" is in a different order. You should be able to arrange these so that it is the same for each user.

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  18. Give institutions the ability to have local versions of user roles

    We have just gone live and I'm setting up accounts for our liaison librarians. I'd like to create a copy of the Purchase Request Operator role to use with liaisons. I'd like fewer permissions than the canned version but I can't have ExL edit the current one because other staff need the role as it is currently. I think we should be able to make a local version of a user role that can then be edited without changing the canned user role. That or just let us keep the Selector role so I can have that edited.

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  19. Display all roles on a user's record at the same time

    Only 20 roles display at a time on a user's record.

    For users with more than 20 roles assigned to their record, give the option to display all roles at the same time.

    If you edit a role to add a desk, and that role exists on page 2 of the role list, it will "refresh" the display so that you're back on page 1 of the role list. You then have to scroll down the record and page forward again if you want to go back to the place you were.

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  20. General Mail Attachments

    Could the General Mail facility be amended to allow staff to add attachments to an email sent to a patron via the USer Management screen?

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