Viewing a Patron Record

1. Verify your Current Location in the upper right corner

2. Go to Fulfillment  > Manage Patron Services

3. Scan the patron’s barcode

4. The Patron Services page displays the following core patron information:

• Patron name

• ID (Institution ID)

• User group

• Active balance (of the patron’s fines/fees)

• Notes, including the number of items for pickup (on hold shelf) and any overdue items

1. The Loans screen is visible by default in the right pane.

2. The Loan Display filter defaults to Loans of this session, showing items loaned to the patron in the current session

3. To see all of the patron's loans, including the current session, select All Loans.

4. To change the details of the loans display, click on the Gear icon to the right of the "Renew" links. You will most often use Table Customization. Any changes you make persist for your login so you'll see them each time you log into Alma.

5. Select Renew All to renew all items that the patron currently has on loan. Or select individual items for renewal by checking the boxes next to each title, then click the Renew Selected link.

6. The Returns List button in the left pane allows you to view items returned by that patron during the current day.

To view a patron's requests, click on 'Requests" in the upper left pane. You can view the full list of requested items, limit the results by using the search icon at the top of the page, using the Sort by feature, or filtering them by Request Type, Status or Workflow Step. 

Click the “Manage Notes” link under “User notes” to add or view patron notes.

1. In the top section of the left pane, click on “Fines and Fees.”

2. If they have a long list of fines or fees, you can search or limit the list:

   • Use the list search bar to search by Title

   • Choose a Fine/Fee type to filter to lost item processing fees or overdue fees

   • Choose a Status to filter by fine/fee status

Click on the User Name to see User Details. Any dog-eared tabs contain information. You can view notes, general information like expiration date, and contact information. Click "done" on the top left of the page to close a patron record.