Q. How do I delete a loan on a patron account?

Answer

There may be times when a loan on a patron record should be deleted rather than checked in. Scenarios when this may be appropriate are:

  • The item was checked out in advance for curbside or locker pickup, but the borrower never picked up the item. 
  • The loan was recorded on the incorrect patron account. 

Deleting the loan rather than checking in the loan keeps the patron's record accurate since they did not in fact borrow the item. It also allows the Library to maintain accurate checkout statistics for loaned/returned materials, which we report in state and federal statistical surveys. 

Delete the Loan

Go to Manage Patron Services and search for the patron by name or ID number. 

Alma manage patron services

Select more actions menu [...] next to the loaned item. 

Manage patron more actions menu

Select Delete loan and confirm the action

Alma more actions with arrow to delete loan

Find the Patron

If you have the item in hand, but don't have a record of who it was loaned to search for the barcode in a physical item search. Then click on the Process Type: Loan. 

Alma physical item search with arrows to process type

From there, you can see the patron who the item is on loan to. (Note: This information is also stored in the item record, Fulfillment History. 

Click on the borrower's name to open their transaction account. 

Alma on loan item details with loan date and borrower information

  • Last Updated Feb 26, 2021
  • Views 3
  • Answered By Emily Bond

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