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 check out items if it is not.
2. You will next click on the Fulfillment tab and then click on Manage Patron Services under the Checkout/Checkin listing.
3. To locate the patron, you can either type their name, ID number, or scan their ID card to retrieve their record. After you click on the name that displays, then 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. When you are ready to check the item out, scan the item barcode in the Scan item barcode field.
5. Once the item is scanned, it will appear on the screen with a due date.
6. When you are done scanning item(s) out to the patron, click Done at the top left of the screen.
