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Alma Fulfillment Resource Guide

This guide covers all aspects of the fulfillment process. This includes maintaining all patron records, loaning materials, returning/renewing loaned materials, managing lost items dealing with fines and fees as well as course reserves.

View the Patron Record

View the Patron Record

The Patron Services page displays the following core patron information:

  • Patron name
  • ID
  • User group
  • Active balance (of the patron’s fines/fees)
  • Notes
  • Number of items on the On Hold Shelf
  • Overdue items

For more information on the User Notes tab, see Adding Notes to Users.

The following keyboard shortcuts are available on the Patron Services page:

  • Alt + 1 – Opens the Loans tab
  • Alt + 2 – Opens the Returns tab
  • Alt + 3 – Opens the Requests tab
  • Ctrl + Alt + D – Same as selecting Done; returns to the Patron Identification page to enable searching for another patron (see Selecting a Patron)

 

To Bring Up a Patron's Record:

  1. Go to Fulfillment >> Manage Patron Services
  2. Scan in the patron's card number
  3. Click on the appropriate area of the patron record
    Add-Renew_Patron_Role_2_RN07.png

    Note the areas of the record:

  • Active Balance - Fines, fees, or other charges
  • Loans tab - To check out an item, or display all loans on this record
  • Returns tab - To return an item, or display all recent returned items
  • Requests tab - To display all requests for this patron