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Alma Fulfillment Resource Guide
Notes on Patron Records
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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.
Fulfillment
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Fulfillment Basics
Circulation
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Loaning Materials
Returns and Renewals
Claimed Return & Lost Items
Manually Creating a Local Request
Manually Creating UBorrow Borrowing Requests
Fines and Fees
User Management
Viewing a Patron Record
Manually Creating and Editing User Records
Automated Patron Load
One Off Patron Load from a Spreadsheet
Notes on Patron Records
Patron Privacy
Patron Purge
Patron Photos
Processing Pick List and Hold Shelves
Reciprocal / Walk-In Borrowing
Printing in Alma
Course Reserves
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Creating a Course
Creating a Reading List
Adding a Library Owned Citation
Adding an Instructor Owned Citation
Completing the Reading List
Bulk Updating Courses
Cleaning Up Courses
Course Reserves FAQs
Email Notices
Self-Check Machines
Technical Migration Items Fix
Resource Sharing Guide
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Alma Analytics Guide
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Alma Search
Alma Sets and Jobs
Fulfillment Configuration
Training Resources
SMS Notices
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SMS Table
Fulfillment APIs
Training Videos and Presentations
Reports
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Library Loan Counts Dashboard
User Cash Transactions
Create Fulfillment Sets
Offline Circulation
New Features
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2024 New Features
2023 New Features
CDL in Alma
Idea Exchange
FAQs
Open Office Hours
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Library Closures
Notes on Patron Records
Adding a Patron Note
Editing a Note
Deleting a Note
Adding a Patron Note
To add a Patron Note:
Click on
Add Note
on the right of Patron Services screen (the check out screen). This will take you to the Notes tab on the User Details screen.
Alternately, you can navigate directly to the User Details screen and click on the "Notes" tab.
Click on "Add Note".
The "Add Note" drop down will appear.
Add the desired note text to the "Note" field.
Click on the drop down arrow for the "Type" field to assign a type to the note.
Click the "User viewable" check box if you would like the note to be viewable by the patron through Primo VE.
Click the "Pop up note" check box if you would like a pop up with the note to occur when the patron's account is accessed through Alma.
Click the
Add and Close
button.
Click the
Save
button.
Editing a Note
To edit a note:
Navigate to the "Notes" tab on the User Details screen, then click on the ellipsis for the note you wish to manage.
Select
Edit
from the drop down menu.
The
Edit Note
screen will appear. Make the desired changes to the note, then click the
Update Note
button.
Click the
Save
button.
The changes should appear in on the screen.
Deleting a Note
To delete a note:
To delete a note, navigate to the "Notes" tab on the User Details screen, then click on the ellipsis for the note you wish to manage.
Select "Delete" from the drop down menu.
The note is now deleted. Click the
Save
button.
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One Off Patron Load from a Spreadsheet
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Patron Privacy >>