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DRAFT Alma Tips: Expired Patron Account

 

If a patron has an expired card, DO NOT OVERRIDE. Update the expiration date before checking out items. 

Required Roles: Circulation Desk Operator or Manager OR Circulation Desk Operator – Limited (student workers)

Expired Patron Account

1. Navigate to Manage Patron Services (Fulfillment > Checkout/Check In > Manage Patron Services).

2. Search for the patron by entering their myNOVA username or EMPLID. Select the patron and click Go. 


3. Patron information shows. Click the linked patron name to view user details. 


4. Alma defaults to the General Information tab, with includes expiration/purge dates. Click "Open for Update" in upper right to edit the dates. 


5. Click Yes to the pop-up. 


6. Within the General Information tab, update the expiration and purge dates: 

Students & Faculty/Staff Expiration date: end of next semester Purge date: 1 year from new expiration date
Community Patron Expiration date: 1 year from today's date Purge date: 1 year from new expiration date

7. Click Save.