Navigate to:
Fulfillment > Manage Patron Services
To set-up a proxy borrower, look-up the patron record that you want to add the proxy borrower to:
Select “Edit User Info” in upper right-hand corner of Alma:
Now select “Full Information” in the upper right-hand of the patron record
Select the tab: Proxy For
Add Proxy:
Use the look-up feature to look-up the patron you plan to add a proxy for:
Click Add User
Now the user is established as a proxy borrower on the current patron record.
Navigate to:
Fulfillment > Manage Patron Services
Look up the patron that wants to check-out the materials for the other patron – make sure you check the “Use Proxy” box to reveal all patron’s this patron currently proxy’s for:
Our patron is serving as the proxy in this transaction:
Scan the item barcode, the loan is now charged out to the other patron.
Proxy borrowers are anyone designated by request to the library to have another person check out materials for them on their patron record.
