How do I view or update a user record?
Answer
Viewing a user record
There are several ways you can find patrons in the system.
Manage Patron Services
Use Manage Patron Services to view or perform fulfillment activities on the patron's record.
Go to Fulfillment > Checkout/Checkin > Manage Patron Services
Use any of the following methods to go the user account:
- Scan the patron's ID card
- Enter the patron's ID number, then click Go
- Search for a patron by name. Enter last name or first name and wait about 2 seconds for a list of similar names to be generated for you to choose from. Select the appropriate user from the list and click Go
From the patron record you can get an overview of the account on the left of the screen including user group, fees owed, and user notes. The main area of the screen provides information about loans, returns, and requests.
Selecting the patron's name provides the option to edit User information, such as expiration date.
At the end of the row actions list is a “…” More Action button, which will display a list of actions that can be completed on the individual loan, return, request, or fee.
The More Action button next to the patron name will allow you to send an Activity Report or Request Report. Loan receipts and return receipts are automatically sent upon completing the loan or return transaction.
User Search
Use the User Search to view the full patron record including contact information, blocks, fees, and attachments (notices).
The User Search is available from the persistent search bar at the top of the Alma page. Search for users by their wID, name, email address, etc. This search will display the full patron record.
Select the relevant tab for the information that you need to view.
Updating user records
User details and contact information are updated daily based on current information in PeopleSoft. If students need to change their contact information (email, address, phone number), encourage them to update their contact information through eServices.
We can add additional details to the user record, such as a barcode, as needed. On the Alma home page, search for the user using one of the methods described above.
Select the name, or click on the More Actions button and choose Edit. Alternatively, you can get to the User Details area by clicking on the Name in the Manage Patron Services interface.
Choose the appropriate tab to review or add information.
- Select Identifiers tab to add a user barcode.
- Select Add Identifier and use the drop down menu to select Barcode as Identifier Type.
- Scan patron barcode in the Value field. Select Add and Close.
- Select Save button.