A brief summary of what needs to review of Mandatory and select Non-Mandatory Fields that might be considered for the your patron file. Why choose one ID over anothercertain 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 datainformation file?
How, and from where, do you want your users to access the library?
How you wish to communicate with your user.
Mandatory fields:
First name; Last name
Email address
Primary user ID: unique within the institution
o 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).”
o The identifier that is used for authentication must exist for all the relevant users
o The identifier that is used as the SIS match identifier must exist for all the external users in order to synchronize their information with the SIS
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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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Note: It was confirmed by Andrea Bainbridge (EXL) by email that a library Barcode, can be specified as primary ID. As long as the college student information system recognizes the barcode value as the primary ID, there should be no issues with the SIS integration. (And, there is no need to submit two fields with a duplicate value, or map the barcode field to more than one other Alma field.) |
Non mandatory fields:
Additional Identifiers: code to indicate the ID from the student information system, and any social media IDs supported for your institution.
Phone Numbers (consider your institution’s privacy rules), addresses, notes, blocks, statistics
Expiry date: The estimated date when the user is expected to leave the institution. See Expiration Date for more information.
Purge date: The date on which the user will be purged. See Purging Users.
Patron Information-Use Cases:
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Patron File - Mandatory and Non-Mandatory Fields - Use Cases:
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Mandatory patron fields include Primary ID, First Name, Last Name & Email address. 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.” |
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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 |
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Analytics: statistical categories 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.
Expiry date/purge date info: useful for cleaning out patron file.
3rd party integrations for patron information: consider the importance of these functions as you think about IDs to include in your patron file
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Student Information System (SIS): refresh patron files
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. | Mandatory | Institutional email is preferred for staff and students. | ||
First Name | Core information | Mandatory | FIRST_NAME | Patron’s first name. |
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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 |
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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. |
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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; |
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Export fines/fees/blocks to Bursar system;
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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. |
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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 |