The blue menu at the top of the screen is the main navigation bar in Alma. It is arranged by user roles, with each role featuring a drop-down of various tasks. Which tasks you see in the drop-downs are based on your assigned roles. If you perform certain tasks often, click on the star to the left of the task to add it to your quick links. Quick links can then be accessed by clicking on the white star in the main navigation bar. Alma also has a persistent search box with its own drop-down menu for searching a variety of fields.
You can also add widgets to your welcome screen by clicking on the + sign. Some examples of widgets are the organization calendar, tasks, notifications, and monthly loan statistics.
Here's an example of what your home screen could look like in Alma after adding some widgets:
To check out books to a user, select "User Management" from the Fulfillment menu. Swipe the user's ID card, or click on the bulleted icon to search and select the user from a list.
Once you have the user record open, scan the barcodes of the items that they want to check out.
To discharge library materials, select "Return Items" from the Fulfillment menu. Note that you can change the return date and time by using the override box on the right.
Faculty members can designate students to be their proxies (surrogates). This allows a student to check out library materials in the faculty member's name. When a student identifies as a proxy, you must check the box labeled "Use Proxy" before swiping the student's card. If this is not done, materials will be charged to the student's account rather than the faculty member's. The faculty member's name will then appear in the box marked "Proxy for." You can then proceed with the transaction.
In Alma, renewals and due date changes are handled by looking up the user record.
If a user wants to renew everything on their account, select "renew all." Otherwise, check the box on the left of each item that should be renewed, and choose "renew selected items."
If you need to choose an item's due date after it has been checked out, check the box next to the appropriate item and select "change due date."
In Alma, holds and recalls are treated as requests. Users have the option to recall materials by logging into Primo, but library staff can also place requests manually. To begin this process, select the "Submit Request" option in the user record.
The default search is by title, but clicking on the bulleted icon allows you to search the full repository.
Once you have selected the appropriate item, click on "Patron Physical" to create the request.
To complete the process, be sure to select the correct pick-up location for the user, and then click "Submit."