A brief review of Mandatory and select Non-Mandatory Fields that might be considered for your patron file. Why choose one certain elements? Consider the following:
How do you provide library access students and staff? Opt in? Or automatic to all students and staff?
How will your users will authenticate?
How will you update your patron information file?
How, and from where, do you want your users to access the library?
How you wish to notify your users when resources become available?
Mandatory fields can be configured. For more context go to the Overview of User Management, Managing User Identifiers and Ex Libris Knowledge Center, Managing Users.
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Mandatory patron fields include Primary ID, First Name, Last Name & Email address. This The Primary ID must be a unique value. The SIS Match Identifier provides a mechanism for updating the patron file from the student and HR systems. Users with external authentication such as LDAP, SSO can use the library’s resources from off campus. With additional configuration, Community Users have the option of using a social login. Email, phone and address provide options for notifications, although libraries may need to consider institutional privacy rules. Statistical categories offer potential to enhance analytics. Expiry and purge dates allow for patron file clean up. See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Users for a complete description of user fields. |
Element | Use Cases | Mandatory? | Alma Field to Map Data | Description of Data |
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Primary ID | Mandatory for physical circulation: loans, bookings, holds, reserves, fines, fees, blocks. | Mandatory. Choose an ID that is unique within your institution. According to Users in Alma: “All users in Alma have a primary identifier, which is part of the core user information. They may also have additional identifiers (for example, a student ID, barcode, and so forth.” | UNIV ID or P BARCODE | TBD |
Email address | Notify patrons using automated messages when requested items become available, items are overdue or if fines owed. | Mandatory | Institutional email is preferred for staff and students. | |
First Name | Core information | Mandatory | FIRST_NAME | Patron’s first name. |
Last Name | Core information | Mandatory | LAST_NAME | Patron’s last name. |
SIS match identifier | Necessary for synchronization with SIS; keeps your patron file up-to-date Export fines/fees/blocks to Bursar system; | This 3rd party integration allows Alma to retrieve relevant user information from the SIS, such as user names, passwords, and user identifiers. | UNIV ID | TBD |
Example: LDAP, Single sign on. Provides access to electronic resources via Primo VE from both on and off campus; User may use Primo VE to create bookings/holds/requests, etc., patrons store search results, history & favourites. | Must exist for all relevant users. | UNIV ID | If your SSO identity is used for SIS match, this field does not need to be duplicated. | |
Phone number | SMS notification Occasionally used to communicate with patrons. | Subject to institutional privacy rules. | PHONE | If using for SMS notifications, mobile phone number is required. If using for communication purposes, libraries can work with individual registrar to determine best option. |
Address | Print mail notification | Subject to institutional privacy rules. The address does not need to be added to the SIS load if a college does not have a use case for this information. | ADDRESS_LINE_1 | Patron physical address. |
Statistical categories (e.g., department, school, program) | Analytics: such as programs/departments can be mapped in Alma; Managing User Statistics allows reports to be filtered by users, by user group, category, and so forth. | No | USER_STAT_CATEGORY (Items listed below are suggested labels to map to USER_STAT_CATEGORY fields.) | There are 10 user stat category fields that can be mapped. Below are suggested field labels to be mapped to these categories: |
PROGRAM | Program the student is currently enrolled in. | |||
FACULTY | The faculty or school the program is affiliated with. (eg, Liberal Arts or Business) | |||
DEPARTMENT | Department where faculty teach or staff are employed. | |||
Expiry date | Tagging records for patron file clean-up. | No | EXPIRY_DATE | For students end of current semester or academic year. For staff and faculty, the college can determine the length of time. Greater than 5 years is a suggested recommendation currently. |
Purge date | The date on which the user will be purged. See Purging Users. | No | PURGE_DATE | 2 calendar years after expiry date. |
Provide alternate login for users, e.g., community users who are not included in your SIS integration. | No | TBD |