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Alma Fulfillment

Patron Records and Checking Out Items

  1. Log into Alma, and select the appropriate Circulation location.
  2. At the top of the main Alma screen, select "Fulfillment".
    An image of a portion of the top navigation bar on the the main Alma screen with Fulfillment highlighted
  3. From the resulting drop-down menu, under Checkout/Checkin, select "Manage Patron Services".
    An image of the top menu bar of the main Alma screen with a partial view of the Fulfillment menu and Manage Patron Services highlighted
  4. The Patron Identification screen will open.
    An image of a section of the Patron Identification screen
  5. At this point patron records can be brought up three different ways:
    • scanning the patron's identification card barcode;
    • looking up the patron by name; or
    • looking up the patron by identification number.
  6. If the patron is an HCC Student, proceed to step 7.
    If the patron is from another I-Share institution, check the "Find user in other institution" box and proceed with the steps outlined below.
    An image of the Patron Identification screen with the "Find user in other institution" box checked and highlighted
    1. Click on the drop-down arrow on the right of the "Institution" box to display the list of options.
      An image of the Patron Identification screen with the "Find user in other institution" box checked and the drop-down arrow in the Institution bar highlighted
      An image of the Patron Identification screen with the "Find user in other institution" box checked and the Institution drop-down menu deployed
    2. Select the appropriate institution from the list.
      An image of the Patron Identification screen with "Find user in other institution" checked and an institution selected
    3. Enter the patron's name or identification number and select "Find User".
      Please note:
      • When searching for patrons from another institution, the name or ID number must match exactly and cannot apply to more than one account at that institution.
      • If the patron has a common name, you will need to enter an ID number instead (Primary ID, Institution ID, or Barcode).
        An image of the Patron Identification screen with the "Find user in other institution" box checked, an institution selected, a patron's name entered, and the "Find User" button highlighted
    4. If the I-Share patron already has a user record saved to your Institution Zone, their record open automatically to the Loans tab and you can proceed to step 7.
      If the I-Share patron does not have a user record saved, the Quick User Management screen will open.
      An image of the Quick User Management screen
      1. Many fields may auto-populate, but make sure that all fields marked with a red star An image of the red star indicating that a field is required have been filled out correctly.
        These required fields include:
        • First name
        • Last name
        • Primary identifier
        • User group
        • Expiration date
        • Purge date
        • Email types
        • Address types
        • Address line 1
        • City
        • State/Province
        • Postal code
      2. Click on the "Update User" button.
        An image of the Update User button, highlighted
  7. The patron record will automatically open to the Loans tab.
    An image of a fictitious patron's loan screen
  8. At this point items can be checked out to the patron by:
    • scanning the item's barcode;
    • manually entering the item's barcode; or
    • looking up the item in the catalog.
  9. After selecting the item and entering/pressing OK, item is now checked out to the patron.
    Screenshot shows a sample patron record on the Loan tab, with the checked out I-Share item displayed. The Due Date, Loan Type of Normal, and the item's institution detailsa are highlighted.
  10. When you are finished checking items out to the patron, click the "Done" button.
    An image of a section of the Loans screen with the "Done" button highlighted