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Alma Front Desk Training

A guide for training Law Library staff on Alma tasks commonly performed at the front desk.

Adding a Patron Note

Adding a Patron Note

  • Pull up the patron's account in Alma. Refer to the Finding Patron Accounts box on the Checking Out, Checking In, and Renewing page for directions.
  • Once the patron's account is pulled up, pay attention to the User Notes box, located in the bottom of the left-side navigation panel. Click Manage notes.

  • From there, click on Add Note above the list of notes in the top-right corner of your screen.

  • This prompts the Add Note drop-down to appear. Follow these guidelines when creating a note:
    • Add the desired note text to the Note field.
    • Click on the drop-down arrow for the Type field to assign a type to the note.
    • Click the User viewable check box if you would like the note to be viewable by the patron through Primo VE.
    • Click the Pop up note check box if you would like a pop up with the note to occur when the patron's account is accessed through Alma.

  • Click the Add and Close button.
  • Select Done from the patron's account profile to finish the session.

Editing a Note

Editing a Patron Note

  • Pull up the patron's account in Alma. Refer to the Finding Patron Accounts box on the Checking Out, Checking In, and Renewing page for directions.
  • Once the patron's account is pulled up, pay attention to the User Notes box, located in the bottom of the left-side navigation panel. Click Manage notes.

  • Click on the ellipses icon for the note you wish to manage. Then click Edit.

  • Make the desired changes to the note, then click the Update note button.

  • Click the Save button.

  • Select Done from the patron's account profile to finish the session.

Deleting a Patron Note

Deleting a Patron Note

  • Pull up the patron's account in Alma. Refer to the Finding Patron Accounts box on the Checking Out, Checking In, and Renewing page for directions.
  • Once the patron's account is pulled up, pay attention to the User Notes box, located in the bottom of the left-side navigation panel. Click Manage notes.

  • Click on the ellipses icon for the note you wish to manage. Then click Delete.

  • Click the Save button.

  • Select Done from the patron's account profile to finish the session.