Checking out to a proxy user

Answer

Patrons can designate a proxy, or another user they give us permission to check books out to on their behalf.  Forward requests for adding proxies to a supervisor.

 

To check materials out to a proxy that has already been set up:

 

In Manage Patron Services, check the Use Proxy box

screen shot of alma manage patron services screen with use proxy box checked

Scan the proxy's ID card or enter his/her ID number. (The proxy is the person standing in front of you.)

After scanning the card or typing in the ID number and pressing Enter, the Proxy for field displays, with a drop-down list of patrons for whom the current user is a proxy.  If the person they are wishing to check out for is not included in this drop-down list, refer to a supervisor.  

screen shot of alma with use proxy checked and proxy for patron selected

Select the relevant patron from the Proxy for field, and click Go. The Patron Services page displays for the patron the proxy is helping.  

screen shot of alma patron services displaying the user info for the person the proxy is helping

Check items out as normal.

 

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  • Last Updated Sep 23, 2022
  • Views 12
  • Answered By Sarah Johnson

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