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82 results found

  1. Inactive/Active change to be visible in history tab

    When a users account is made inactive/active it does not currently show in the history tab. I would be extremely useful to be able to view when a users account becomes inactive.

    26 votes
    2 comments  ·  User Management  ·  Admin →
    How important is this to you?

  2. automate user update job to send user emails ie about to expire

    Currently the user update job can send emails to patrons. However due to the technical aspect of creating sets and running the job our user services librarians prefer to take the information out of a dashboard and widget and add them to a template email in outlook. It would be better if a schedule job could be created to send out user update emails to logical sets. Specifically for users that are about to expire - and have loans to return.

    16 votes
    2 comments  ·  User Management  ·  Admin →
    How important is this to you?

  3. 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.

    75 votes
    12 comments  ·  User Management  ·  Admin →
    How important is this to you?

  4. 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.

    61 votes
    1 comment  ·  User Management  ·  Admin →
    How important is this to you?

  5. Alma to support Hold Information in SIP2 checkin reponse

    We have a sort assistant (RFID equipment) that displays the next step/destination of an item on screen. It also generates a hold slip (with the hold patron name if there's a request for that item) or a transit slip (if it needs to be sent to another library).
    However the hold information is not provided in the SIP2 checkin response which means having to scan in the item again in Alma to get this information.

    Could the following SIP2 extension fields be added to resolve this issue:

    CY - Hold Patron Id
    DA - Hold Patron Name

    82 votes
    7 comments  ·  User Management  ·  Admin →
    How important is this to you?

  6. 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.

    112 votes
    3 comments  ·  User Management  ·  Admin →
    How important is this to you?

  7. Add Job Category to Update/Notify Users

    It seems strange that you can add User groups, roles etc in the Update/Notify USers job but the Job Category isn't available.
    It would be useful if you could add this as we are starting to use Job Categories is TOU rules and being able to assign them based on a set of users would be really helpful.

    19 votes
    7 comments  ·  User Management  ·  Admin →
    How important is this to you?

  8. 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.

    84 votes
    0 comments  ·  User Management  ·  Admin →
    How important is this to you?

  9. 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.

    86 votes
    3 comments  ·  User Management  ·  Admin →
    How important is this to you?

  10. Make Notes/Blocks tabs more noticeable

    When users have blocks or notes attached to their account, it would be helpful if the tab changed colour or had a red exclamation mark icon in the corner. This would alert members of staff immediately if there was something on the account that needed to be seen, i.e information about disability arrangements, reasons why a user is blocked, fine payment arrangements etc.

    Currently the folded blue tab in the corner, meant to indicate that there is information in that space, makes the Notes/Blocks tabs just blend in with the rest.

    Making Notes/Blocks tabs more noticeable would mean important and…

    18 votes
    1 comment  ·  User Management  ·  Admin →
    How important is this to you?

  11. 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…

    194 votes
    12 comments  ·  User Management  ·  Admin →
    How important is this to you?

  12. Make the "General Mail" feature more customizable

    On the "User Details" screen in Alma, there is a "Send Message" function. If "General Mail" is selected, any message that is composed shows up as "ILLEMAILTOUSERlongstringofnumbers" under the user's Attachment tab. Unlike other letters, this is saved as a "text/plain" type, requiring the file to be downloaded before it can be viewed. It would be nice if this attachment type could be renamed, or given a more descriptive title than "ILLEMAILTO_USER," especially as it is generated from within the User Details screen and not via Resource Sharing or ILL.

    34 votes
    3 comments  ·  User Management  ·  Admin →
    How important is this to you?

  13. Allow administrators to change the labels on Alma terminology.

    Allow relabeling of field tags, such as changing CHRON I to YEAR, and ENUM A to VOLUME. Let libraries have the flexability to use the terminalogy that they prefer.

    25 votes
    1 comment  ·  User Management  ·  Admin →
    How important is this to you?

  14. Batch update of role expiry dates via the UI

    Batch update of role expiry dates via the UI.

    We have hundreds of student staff who have expiry dates on their roles (see attached for an example). Every semester, we have to manually edit each and every role for every student. This process would be so much easier if we could choose multiple roles and then batch update the expiry date.

    Thank You! Lisa

    30 votes
    1 comment  ·  User Management  ·  Admin →
    How important is this to you?

  15. Automatically add new user statistical categories as they are imported via the SIS integration

    As a system administrator I want any new statistical category codes used in the student file import to be added to the table as they appear in the file. Voyager previously added the code and then a system administrator could add the description to match.

    14 votes
    1 comment  ·  User Management  ·  Admin →
    How important is this to you?

  16. Note Type

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

    58 votes
    4 comments  ·  User Management  ·  Admin →
    How important is this to you?

  17. 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…

    47 votes
    5 comments  ·  User Management  ·  Admin →
    How important is this to you?

  18. Could we have dates showing the actual month, not represented numerically?

    Many of our students can't work out when their items are due, maybe due to the increasing use of the US dating format, so they don't know if 4/10/16 is the 4th of October or the 10th of April. Using the actual months would decrease the confusion.

    22 votes
    3 comments  ·  User Management  ·  Admin →
    How important is this to you?

  19. Alma user mgmt: Ability to add role profiles to a set of users

    Currently you can add roles to a set of users as per http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_add_a_role_to_a_group_of_users%3F. However, if you want to add multiple roles you have to run the job multiple times and potentially for different scopes each time.

    It would useful to be able to apply role profiles to a set of users, as you can predefine many roles in a profile.

    17 votes
    5 comments  ·  User Management  ·  Admin →
    How important is this to you?

  20. 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…

    82 votes
    4 comments  ·  User Management  ·  Admin →
    How important is this to you?
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