Related product I-Share

User Management - Logins, Roles, Named Users, SIS, Authentication

Logins

Alma Test Load: Setting up Library Staff Users - This documentation includes some extraneous information about the Alma Test Load, but the process of setting up a new staff user remains the same.

Changing Internal Users Passwords in Bulk (In Progress)

Community Users in Alma and Primo VE - Includes options and best practices for managing community user accounts

Roles

Alma Test Load: Setting up Library Staff Users - This documentation includes some extraneous information about the Alma Test Load, but the process of setting up a new staff user remains the same.

Ex Libris Alma - Managing User Roles

Named Users

Named User Frequently Asked Questions (FAQ)

Best Practice Recommendations for Named Users in I-Share

Best Practice Recommendations for Creating Generic User Accounts in Alma

How to Identify Named Users in Alma

How to Deactivate Named User Accounts in Alma

Best Practice Recommendations for Back-Up Admin Accounts in Alma for I-Share Institutions using Single Sign-on

CARLI Named User Management - recorded Sept. 1, 2021 - an updated version of the Aug. 26, 2021 Office Hours presentation on Named Users.

  0:00 - Introduction
  0:55 - Staff Login Report
  3:00 - Analytics Reports: Named Users List, Named Users List with Roles
  6:06 - Which Users Can Libraries Deactivate?
  8:26 - Deactivating a User Record
  10:30 - Removing Staff Roles from a Record
  13:58 - User Accounts that CARLI will manage
  15:43 - Best Practice: Using Shared, Generic User Accounts
  16:46 - Creating a New Shared User Account

Student Information Systems (SIS)

I-Share Mandatory Fields for Public User Records

Importance of Preferred Addresses in Alma User Records

Student Information System Integration Setup

SIS - Student Information Systems Specific Patron Extract Resources

Authentication

Alma Authentication

Open Athens and CARLI Libraries

How-To: Create a desktop shortcut to your Alma login URL