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144 results found

  1. To add purge date option rather then use days since purge date

    To add the exact purge date option rather then use days since purge date. If the date option is available, we can run a job and set the purge exact purge date rather than purge users that are not meant to be purged

    3 votes
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  2. Login via code in addition to the link for the E-Mail Authentication

    Today the E-Mail Authentication only has the option of logging the user in via a link in the E-Mail. This restricts the user to logging in on a computer where they have an e-mail client of which excludes most kiosk solutions and makes it a hassle if the user usually uses their e-mail on for example their phone but uses Primo on another computer.

    Adding the option of logging in via a code (in the same e-mail) which the user can enter on the device where the user initiated the login process rather than the device where the user read…

    3 votes
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  3. 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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  4. 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.

    3 votes
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  5. 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.

    3 votes
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  6. Dynamically create statistical category and type specified in the user xml notice imported from SIS

    The user.xsd xml shema contains statistical category an type description.

    <user_statistics>
    <user_statistic segment_type="External">
    <statistic_category desc="STAPS">
    4200013
    </statistic_category>
    <category_type desc="Code SISE">
    BSISE
    </category_type>
    </user_statistic>

    However, when imported from SIS, il the category and type in a user.xml file imported from SIS does not already exist in Alma configuration tables, it is not imported in the statitistical type specified.

    In the example below, category 4200013 and its description STAPS, type BSISE and its description Code SISE required to have been already created in Alma configuration tables.

    If its not the case, the category 420003 is imported with NO type
    and no description.

    3 votes
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  7. 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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  8. Link related user records

    We would like the ability to link user records in a primary dependent manner. This would allow use to identify and remove dependent records when a primary record is identified for deletion. This might be as simple as text box on the general tab. Reason:
    Some patrons have borrowing privileges because of their relationship to an authorized patrons in our system. Faculty spouse have privileges because of the faculty member. When the faculty leaves we need to identify these dependent records to delete them also. In other systems these are known as family records.

    3 votes
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  9. Save and Continue button on User Record screen

    It would be really useful to have a 'Save and Continue' button when updating user information as edits can easily be lost if the user record closes (timeout). It would also mean that you could save the changes for one tab at a time.

    3 votes
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  10. lock fields in patron records

    A problem we have is that when Alma imports updated patron data from the University's Central Registry database -- via an integration profile -- it can overright values that should not be overwritten for certain groups of patrons.

    What we require is the ability to lock fields in patron accounts so that they cannot be overwritten.

    3 votes
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  11. Custom Notifications

    To send an automatic email notification to users when a certain value appears in their user details.

    Like when a student has met graduation criteria, Alma will see this criteria in their user details and send an email to the student automatically to ask them to pay their outstanding fines.

    In general, it would be good if Alma trigger automatic procedures based on the existence of certain values or triggers in the user details.

    For example, when an exchange student has met course completion criteria, the university student system can update the student SIS data with a note to indicate…

    3 votes
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  12. Make the Send Message emails more customisable

    Today it is possible to send messages to individual users from the General Information tab on the User Details screen, but the functionality is very basic. To be truly useful it should be possible to create your own templates and to customise them the same way we can customise Alma Letters. Without the usual letter components, such as a header with the institution logo, which are present in other Alma letters, the messages look unprofessional and can easily be mistaken as spam. If it would be possible to create templates containing and editable body text and combine it with the…

    3 votes
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  13. Make address fields one of the searchable fields in user searches

    Addresses on a patron record (at least the preferred address fields) need to be a searchable field in the universal search box on the dashboard.
    We often find a need to on the fly find all the patrons who might come from a particular address.

    3 votes
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  14. Internal data and all non-fulfillment data deleted from external account when accounts are loaded from external system through API

    Updating users from an external source (such as Banner) using the API means that any non-fulfillment information will be deleted such as Roles (the only role left is the Patron role), barcodes, alternate addresses, emails, phone numbers, fines/fees, blocks, attachments, proxy information.

    Would it be possible to make sure that an account's update from Banner through the API only affects the fields supported by Banner without wiping off any other fields?

    3 votes
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  15. Purge User Records – Add field to prevent purge of users with active requests.

    In addition to Number of days, user record, user group, and waive threshold, an institution should have the option:
    Do not purge if there is active request(s)

    3 votes
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  16. 3 votes
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  17. Create a job to send a notification letter to users when their expiry date is near so they can request to renew their library user account

    The option to notify users whose accounts have or will expire of their options for renewing their library user account would help us to stay engaged with users whose library user account will expire soon (or has recently expired). Users who want to continue using their library account can renew it prior to the expiry date, thus reducing any barriers to accessing their account and using library materials.

    A notification letter could be created to support this type of messaging. It would be great if a job could be scheduled to send to users whose expiry date is upcoming. It…

    3 votes
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  18. Set transaction time in Loan/Return

    Configure in User Services -Loan/Return next to the date show the time of the transaction as it is displayed on the expiration date

    3 votes
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  19. Adding newly registered patrons to the 'Recent patrons'-list

    Being able to see patrons entered in a session is very useful, but it would be great if the recent list also included new patrons registered during the session.

    Often times, patrons for instance request registration before they find the books they want to borrow. If we could easily access their patron services page when they return with them, it would streamline the process.

    3 votes
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  20. 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.

    2 votes
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