How to Search for Users in Alma

Answer

  • 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.
  • Last Updated Oct 19, 2022
  • Views 24
  • Answered By Brittany Horn

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