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Alma Fulfillment

A training resource for anyone working with Fulfillment functions in Alma.

Circulation Desk Training Videos

View the Patron Record

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

 

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

Network Activity - If configured, a patron's home institution can view their activity across the network. For more on viewing Network Activity, see the Ex Libris Knowledge Center.

Loans & Returns

Renewals

Requesting Materials via Alma (Instution Zone only)