Circulation Desk Quick Start Guide

We hope you will find this guide useful as a launch point for common workflows related to circulation tasks.  If you cannot find needed information elsewhere on the Alma section of the LTS Staff Documentation wiki or if you need additional assistance with Alma, please submit an Alma Support Ticket.

Quick Guide (PowerPoint)

Quick Guide to Circulation in Alma.pptx : This is designed for students but may also serve as a refresher for staff. It covers basic searches in Alma, loans, proxy loans, viewing requests, missing, renewals, and returns. Last update: 6/29/18

Patron Facing Services

Loaning Items

• • Loan an Item
  • Loan an Item to a Sponsor via a Proxy Account
  • Loan an Item That Has No Barcode (a.k.a. Create Item)

Placing requests

• • Request a Title for a Patron
  • Request a Specific Item for a Patron
  • Locate a Request
  • Modify a Request
  • Change the Priority on a Request
  • Delete or Cancel a Request

Paying or or waive a fine

• • Add a Fine or Fee
  • Dispute a Fine or Fee
  • Waive a Fine or Fee
  • Pay a Fine or Fee

Viewing patron accounts

• • About Patron Records
  • View a Patron Record
  • View a Patron's Fines or Fees
    

Returning items

• • Returns

Hold Shelf

• • Clearing the hold shelf

Other Key Functions

• Mark an Item Claimed Return, Lost, or Found
• Print a pick from shelf list
• Open a work-order for another department

Printed Products.  

• Notifications: Overdue notices, fine notices, etc.