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Alma Fulfillment Basics for PARC Rangers

Patron Records and Checking things out

  1. Log into Alma, and select the appropriate Circulation location.
  2. on the left side of the main Alma screen, select "Fulfillment".

  3.  
  4. From the menu, under Checkout/Checkin, select "Manage Patron Services".
  5. The Patron Identification screen will open.
    An image of a section of the Patron Identification screen
  6. At this point patron records can be brought up three different ways:
    • scanning the patron's identification card barcode;
    • looking up the patron by name; or
    • looking up the patron by identification number.
      1. Enter the patron's name or identification number and select "Go".
        Please note:
        • If the patron has a common name, you will need to enter an ID number instead.
  7. The patron record will automatically open to the Loans.
  8. At this point items can be checked out to the patron by:
    • scanning the item's barcode
    • manually entering the item's barcode
  9. After scanning or entering the barcode for the item and entering/pressing OK, item is now checked out to the patron.
    Screenshot shows a sample patron record on the Loan tab, with the checked out I-Share item displayed. The Due Date, Loan Type of Normal, and the item's institution detailsa are highlighted.
  10. When you are finished checking items out to the patron, click the "Done" button.
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