Alma Fulfillment

There are two ways to view activity on a Knox patron's account:

A

1. Go to Fulfillment menu > Manage Patron Services. Scan in the patron's barcode (or look up the patron by name).

NOTE: After you scan the patron's barcode if the patron has blocks you will not be able to view the patron's activity if you cannot override the blocks. Call a supervisor if you have questions. If you just need to find out what the patron has checked out, use the second method described below.

2. The patron services page appears. Scroll to the section for "Loan display" and click on the drop-down list, then select "All Loans" to display items the patron has checked out.

B

1. In the Alma search bar enter a patron's last name or search by ID.  

2. Click on the name in the list of records. Then click on the link to "Manage Fulfillment Activities".

3. User information is displayed at the top, along with any notes attached to the patron record. Three tabs display other information:

• Loans tab displays a list of items checked out from the Knox libraries
• Requests tab displays I-Share requests and their statuses
• Network Activity tab display loans from other I-Share libraries

To find an account for an I-Share patron (non-Knox):

1. Go to Fulfillment menu > Manage Patron Services.

2. Check the box "Find user in other institution" and then choose the institution. Enter the patron's name.