Q. How do I add a barcode to a patron record?

Answer

Add the Barcode

Patron records are created based on a user synchronization with PeopleSoft. New student and employee records, will not include their student ID barcode since this information is not stored in PeopleSoft. Library staff should add the barcode from the student ID card to the user record in Alma.  This can be done from the User search or from "Manage Patron Services" when assisting a patron. 

User Search

On the Alma home page, select the "User" index in the search menu.

Alma search bar with arrow to users selection

Search for the user by name or student ID number. Find the user. 

Select the more action button “…” and choose Edit. OR Click on the user's name. 

alma user search results

Select the Identifiers tab. Select +Add Identifier.  Use drop down menu to select Barcode as Identifier Type. 

user account with arrow to identifiers tab

Scan patron barcode in Value* window.  Click Add and Close. Alma closes the window and displays the patron barcode in the identifier tab. Select Save button.

Manage Patron Services

You can also add a barcode if you've searched for a patron from the "Manage Patron Services" screen. Search for the patron by name or ID number. 

manage patron services

Select the "Edit User Info" button

Patron services with edit user info button

Select the "Full Information"

alma screenshot edit user info

Select the Identifiers tab. Select +Add Identifier.  Use drop down menu to select Barcode as Identifier Type. 

user account with arrow to identifiers tab

Scan patron barcode in Value* window.  Click Add and Close. Alma closes the window and displays the patron barcode in the identifier tab. Select Save button.

 

  • Last Updated Jan 26, 2021
  • Views 4
  • Answered By Emily Bond

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