The aim of this section is to show you how to login to Alma and provide a general overview of the interface. Alma is a web based application. My recommendation is to use the Firefox or Chrome browser.
There are two ways to log in to Alma. The first is with a 'Desk Account'. This method is what you will use at the Circulation Desk and will be described first. The second method will probably not be used by staff at the Circulation Desk but is included in this guide.
Method 1 (Please do not use method 2 unless supervisor asks you to do so)
Enter the following URL into the browser and bookmark this link for easier future access:
Sign in to this page using your credentials.
The main Alma home page:
You will see your name appear on the main page upon logging into Alma . The first thing you will want to do is confirm that you are logged into the proper location. There is only one location available so it should always say Main Desk 2]. It's useful to go ahead and click on the icon and check the box "Always show current location" so you are sure.
At the top there are various menus to represent different library modules. For circulation, nearly all of the tools you will need are under “Fulfillment” .
The search box found near the top of the page is a persistent search box, meaning that no matter what screen you’re on when using Alma, you will always have access to this search box .
Alma allows for personal customizations. If there are certain tools that you use a lot, you can hover of those items and ‘star’ them to add to your Quicklinks.
These will now show under your quick links:
Tada! Your favorites
Another customization option is to add ‘widgets’ to the home page. Click on the manage widget tool:
Select the tools that you would like to add. The calendar widget is a useful one to add. Discovery Search will allow you to search Primo. Another useful widget is the task widget, which allows you to see requests such as real time "Pick from Shelf" lists.
You will now see the widgets on your Alma homepage:
Tip #1: When working at the circ desk, you will want to make the “Manage Patron Services” page as your active page. You will use this tool most frequently for circ functions. Be aware the system will time you out after 60 minutes of inactivity so it’s a good idea to refresh periodically during lulls of activity at the desk.
Tip #2: When navigating in Alma, use the applications “Back” button or back arrow when possible rather than the browser’s back button. This ensures more reliable operation.
Tip #3: The help options can actually be useful, especially the "Help For This Page" option which will actually explain in detail all of the elements on each particular page that you're on in Alma. Simply click the Help icon in the upper right hand side of any page and select "Help For This Page." You can also search the help by selecting "Browse Online Help":