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This document will go through several tasks that front-line circulation desk operators need to be able to do at the desk to best assist patrons. A separate document will be available for circulation desk managers and tasks specific to that group.

Step-by-step guide

Checkout an Item

1. Log into Alma with your Accessnet username and password. Access Alma at https://temple.alma.exlibrisgroup.com/SAML
2. If this is your first time logging into Alma, go to the center of the top of your screen and click the link next to Currently at:

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6. Be sure to click Done at the bottom right corner when you have finished checking out all items. Do this before any other tasks for this patron or another patron. Clicking the Done button will generate an email loan receipt. 

View a list of checked out items

To view all items that are currently checked out to the patron, navigate to the middle right side of the screen and select the drop-down next to Loan Display and select All.

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This will display the full list of the patron's checked out items. 

Renew or Change Due Date

Method #1

Check the box next to the item or items that you would like to renew or change the due date.

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1. Notes that have been manually added to the patron record. 

Look up an Item

1. Locate the search box directly to the right of the Alma logo at the top of your screen. 
2. In the drop-down next to the search box, select Physical Items. 

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From here, click on the person's name to view their record. From this screen, you can also renew the item or change the due date. 

Look up a Patron

Once logged in, navigate to the Alma button, click the drop-down and navigate to Fulfillment → Checkout/Checkin → Manage Patron Services

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Below patron information, there are three tabs, Loans, Returns, and Requests. The blue squares indicate that there are items for each one of these tabs. Click each tab to view the items. 

Add a note to a patron's record

From the patron's account screen, select User Notes and then More User Notes Exist.

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Select Add and Close to add the note.

Return Items

There are two ways to return items. The first is without looking up a patron account. This is best used when checking multiple items returned from the bins. The second method is with a specific patron's record open.

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A Return Receipts Letter that is automatically sent to the patron via email.

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Place a request on an item for a patron

Once logged in, navigate to the Alma button, click the drop-down and navigate to Resource Management → Search → Repository Search

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You will see a confirmation at the top of the screen. 

Retrieve the item from the shelf at Ambler

At the top of the screen, ensure that the "Currently At" is set to Ambler Campus Library - Ambler Circulation Desk.

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The following letter is sent to the patron to alert them of their item on the hold shelf. 

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