A PDF of these instructions is available along with a two 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 mark an item lost 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, 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.
5. This will display items they have checked out on their account in the Loan Display section. To change the due date of one item, click on the three dots on the right side of the row and clicking on Lost.
6. Click OK in the Lost Item screen.
7. After the item has been marked lost, the patron will receive a Lost Item Bill to their email address and the item now reflects a Lost status along with a Fine amount.
