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    My Account

    Translatable
    The My Account page in Primo displays the end users’ Library Card information (such as loans, requests, fines, and so forth) from Alma using the OPAC via Primo mechanism, which allows Primo to request information from Alma via the ILS Gateway and then display the information on the My Account page in Primo. For more information about how OPAC via Primo functions, see How OPAC via Primo Works.
    As long as the Primo institution configuration includes the api_base base URL, Primo will invoke OPAC via Primo for the My Account functionality. For more information on configuring the institution, see Configuring the Primo Institution.
    In addition, you can customize the information that displays on the My Account page (such as which fields appear in the detailed display of a loan or request). For more information, see Configuring OPAC via Primo.
    When working with a Network Zone, a patron can view all of their accounts from My Account by selecting the institution at the bottom of the My Account menu. The current institution appears at the top of the menu.

    Updating Patron Information

    If permitted by Alma, the My Preferences section in My Account > Personal Settings allows patrons to update their personal information.
    To allow users to update their patron information from Primo, set the primo_patron_info_updatable parameter to Y in the Customer Parameters table (Administration > General Configuration > Configuration Menu > General > General Configuration > Other Settings) in Alma.
    My Preferences Section - My Account > Personal Settings

    Updating Self-Check Machine PINs

    The Update Login Credentials section in My Account > Personal Settings allows Alma users to retrieve, display, and modify their PIN and password.
    The following restrictions apply:
    • Password updates are limited to collaborative network users (patrons who are not associated with the institution but can receive fulfillment services from it).
    • PIN updates are only allowed for Alma environments that use PINs (Authentication required is set to Yes in the self-check machine integration profile - see Self-Check Machines) and have the use_pincode_for_selfcheck_machine parameter set to true in the Customer Parameters table (Administration > User Management Configuration > Configuration Menu > Resources > General > Other Settings) in Alma.
    Login Credentials Section - My Account > Personal Settings
    If not permitted by Alma, some or all of the login credential fields may not display in My Account > Personal Settings.

    Paying Fines and Fees

    Alma allows users to pay fines and fees online using My Account. For Alma configuration information, see Configuring the WPM Education E-Payment System.
    To pay fines and fees via Primo:
    1. On the My Account > Fine & Fees tab in Primo, click the Pay Fine link above or below the list of fines.
      Fines & Fees Link in My Account
      To configure the link that display above and below the list of fines, see Configuring the Pay Fine Link.
    2. On the WPM Education E-Payment System's Payments page, select the items to pay and click Continue.
      Sample WPM Education E-Payment System's Payments Page
    3. On the WPM Education E-Payment System's Payment Method page, enter your credit card and billing address information and then click Continue.
      Sample WPM Education E-Payment System's Payment Method Page
    4. On the WPM Education E-Payment System's Transaction Confirmation page, click Confirm your transaction.
      Sample WPM Education E-Payment System's Transaction Confirmation Page
      Payment receipt emails are sent to the user shortly after processing completes in the WPM Education E-Payment System and Alma.
      Sample WPM Education E-Payment System's Payment Receipt Email

    Configuring the Pay Fine Link

    To allow users to pay fines online using My Account, you must configure the link to the WPM Education E-Payment System. For Alma configuration information, see Configuring the WPM Education E-Payment System.
    To add the Pay Fine link:
    1. On the Primo Home > Advanced Configuration page, click All Mapping Tables.
      The All Mapping Tables page opens.
    2. Click Edit in the row containing the My Account Links mapping table.
      The My Account Links mapping table page opens.
    3. In the Create a New Mapping Row section, enter the following fields and then click Create:
      • View ID – Select the view.
      • Link Code – Select fines.payfinelink.
      • Order – Specify 1 to place the link next to the fines/fees balance in the title.
      • Link URL – Specify the following link to Alma: 
        https://<Alma domain>.alma.exlibrisgroup.com/view/FinesFeesPayment/<Alma institution code>/do?system=WPM&pds_handle={{pds_handle}}
        For example:
        https://university.alma.exlibrisgroup.com/view/FinesFeesPayment/01_UNI_INST/do?system=WPM&pds_handle={{pds_handle}}
    4. Save and deploy your changes to the mapping table.
    If you want to change the name of the link, modify the label for the fines.payfinelink link code in the My Account Links Labels code table.

    Disabling Paging for Request List APIs

    Alma allows customers to utilize the paging feature provided by Primo in the My Account > Loans List. By default, Primo fetches loans in bulks. If the user has more loans than the configured bulk size, Primo displays the Show More Loans link at the bottom of the My Account > Loans List page, which allows the user to fetch an additional bulk.
    If the user invokes the Renew or Renew All option before all loans have been fetched from Alma, Primo will replace the Show More Loans link with the Refresh List link, which allows the user to display the updated loans list from Alma.
    If this functionality is disabled, all of the loans display on the My Account > Loans List page.
    To disable paging in Primo:
    1. On the Primo Home > Advanced Configuration page, click All Mapping Tables.
      The All Mapping Tables page opens.
    2. Click Edit in the row containing the ILS Adaptors Templates table.
    3. In the Service Name column, search for get_loans.
    4. For each of the rows that contain an Alma Adaptor ID (such as ALMA_01), remove the text in shown in bold in the Call Template column:
      {{api_base}}/view/rest-dlf/patron/{{patron_id}}/circulationActions/loans?lang={{lang}}&view=brief&type={{type}}&institution={{ils_user_institution}}&noLoans={{noItems}}&startPos={{startPos}}
    5. Save and deploy your changes to the mapping table.
      For additional configurations associated with paging, refer to the description of the Bulk Definition mapping table in Front End Subsystem.

    Configuring the Sort Direction for List of Loans

    The primo_loan_list_sorting customer parameter allows you to configure the direction in which loans are sorted in Primo My Account > Loans. By default, the loans are listed in descending order by due date. You may sort them in ascending order by due date if you prefer.
    To configure other settings, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    To change the sort direction of the loans in My Account:
    1. On the Fulfillment Configuration menu (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment), click Other Settings under General. The Customer Parameters mapping table opens.
    2. In the primo_loan_list_sorting mapping row, set the parameter value field to ascending or descending. By default, the loans in the list are sorted in descending order by due date.
    PrimoLoanListSorting_NewUI.png
    Customer Parameters Mapping Table Page