A PDF of these instructions is available along with a three minute recording.
1. First, make sure that your location in Alma is set to the correct Circulation Desk. On the right-hand side of the screen, click the down arrow which will bring up the Location drop-down menu. If you need to switch your location, click the down arrow next to the current location and scroll through the resulting list.
The reason why it is critical for your location to be set first is because you will not have the option to change the due date of an item if it is not set.
2. You will next click on the Fulfillment tab and then click on Manage Patron Services under the Checkout/Checkin section.
3. To locate the patron, you can either type their name, ID number, or scan their ID card to retrieve the record. After you click on the name that displays, click the Go button.
4. In the My Institutions-Loans screen, it will default to displaying the Loans tab. Here, you can view the items they have on loan by clicking on the down arrow next to where it says Filter by and selecting the All option.
5. This will display items they have checked out on their account. To change the due date of one item, click on the three dots on the right side of the row and clicking on Change Due Date.
6. In the pop-up message that appears, click in the New Due Date field and you will see a calendar option where you can navigate to a certain month and select a date. After the date is selected, click on the Change Due Date button.
7. After the item(s) have their due date changed, on the right-hand side of the screen, you will see a message that the due date has been successfully changed.
8. When you have changed the due date, click Done at the top left of the screen to close out of their account.
Note: If the patron has any overdue items, you will see a message with an option to override. If you have the appropriate Alma permissions, you will be able to override and renew any overdue materials. However, if a patron has any items that have gone to lost status, you will not be able to renew the items. They would have to be checked in.
