Loaning Items

Please watch this video about loaning items (charging):

To loan an item in Alma:

1. Verify your current location, displayed in the upper right corner of every Alma screen. If you frequently switch between locations, make a habit of double checking when you start using Alma. If the location is not showing, check Always Show Current Location.
2. Go to Fulfillment on the left menu bar > Manage Patron Services
3. Scan the patron’s barcode.
4. After you scan in the barcode, the session will time out after a few minutes of inactivity. You will not be logged out of Alma, but you will need to re-scan the patron's barcode to re-open their record and continue working with them.
5. By default you see the Loans tab.
1. The default will always be to display Loans of current session.
2. Change the Loan Display to All Loans to see all items currently out to the patron.
6. To loan, scan the item barcode into the Scan Item Barcode field. The item is now loaned to the patron's account. As always, watch for pop-up fulfillment notes as you scan and check to make sure all pieces are present before clicking “confirm."
7. Continue loaning additional items as needed.
8. Please notice that there is a loan date column and a due date column. You will most likely be more interested in due date when loaning to a patron. You can rearrange the layout of columns by clicking and dragging them.
9. Click Done (in the top right corner) when finished loaning to that patron.
10. If the patron’s barcode won’t scan you can type their barcode number into the search box. Wait for Alma to locate the patron record, then click the patron’s name and make sure to click “go”!