- To search for users/patrons in Alma, use the persistent search box.
- Select Users + All.
- You can search by name, card barcode number, EmplID (SIS number), and primary identifiers.
- If the patron is in the system, their name will appear under the results list.
- The user information icon gives you a brief look into the patron’s account by listing their name, primary identifier, home address and email address.
- Click on the user’s name to access their record.
- After clicking on the patron’s name, you are then taken to the User Details page. The User Details page gives you access to the following information:
- General Information o Identifiers (primary identifier, barcode numbers, EMPLID, etc.)
- Notes
- Blocks
- Fines/Fees
- Attachments
- To see what the user has on loan click on the Manage fulfillment activities link.
- The Manage fulfillment activities link takes you to the Patron Services page that shows what the patron has on loan and their requests.
- The Patron Services page does not allow you to checkout materials.
- To checkout materials, go to Fulfillment > Manage Patron Services and follow instructions on how to checkout items to patrons.
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