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    5. Alma-Summon Integration
    6. Library Card Configuration
    7. Configuring Personal Details Settings for Alma-Summon

    Configuring Personal Details Settings for Alma-Summon

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    The Personal Details Configuration mapping table allows you to configure what information (such as additional email addresses) will display on the Personal Details tab in My Library Card.

    SOA_PersonalDetailsConfigurationMT.png

    Personal Details Configuration Mapping Table
     
    To configure the settings for the Personal Details tab:
    1. Open the Personal Details Configuration Mapping Table (Configuration Menu > Discovery > Library Card Configurations > Personal Details Configuration).

    2. Enable the following settings as needed:

      • User Identifiers – When enabled, users will see their identifiers. For more details, see Managing User Identifiers in Alma.

      • User Roles – When enabled, staff users will see their assigned roles. For more details, see Managing User Roles in Alma.

      • User Expiration Date – This option indicates whether users will see their accounts' expiration date. This option is enabled by default.

      • Additional Email Addresses – When enabled, users will see cc email addresses below their preferred email address.

      • Allow add/edit internal emails – When enabled, users will have the ability to add additional email addresses as long as the following fields are configured:

        • Select the Additional Email Addresses option in this table.

        • Set the primo_patron_info_updatable parameter to Y in the Customer Parameters table (Configuration Menu > General > General Configuration > Other Settings) in Alma.

        Users must edit their personal details on the My Library Card > Personal Details tab to see this option.

    3. Select Save to save your configuration changes. The first time that you configure this table, you will need to select Customize.

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