How to Add a Pop Up Note to a Patron's Account A pop-up note is used to alert library staff to important information about a patron when their record is accessed in Alma. Use a pop-up note when staff need to see time-sensitive or high-importance information before completing circulation actions such as checkout, renewal, or fines processing. Examples include: “Verify photo ID before checkout” “Account under review- contact supervisor” “Special borrowing permissions apply” Note:  Pop-up notes are staff-facing alerts, not enforcement tools. They do not block borrowing and do not replace patron blocks. Notes should be clear, factual, and professional, as they may be visible to patrons if marked user viewable. Required Roles Fulfillment Operator Circulation Desk Manager 1: Locate the Patron Record  Navigate to Fulfillment > Checkout/Checkin> Manage Patron Services>. Search for and select the patron’s record 2. Click on the Patron's Name to open the User Details side panel 3. Click on the tab Note: The dog ear on the User Details tab indicates pre-existing information. In this example, the patron already has at least one Note attached to their account. A patron account can include several Notes.  4. Configure the Note Settings Select Enter the desired information in the and use the drop-down menu to select a locally approved option that will help identify the nature of the note.  Check  This ensures the note appears when the patron record is accessed Optional: Check  Only select this if the patron should see the note in Primo VE Most university libraries reserve User viewable pop-up notes for informational messages, not internal staff guidance 5: Save the Note Click Click on the User Details screen The pop-up note is now active. 6. What Staff Will See When the patron’s record is accessed in Alma, the pop-up note appears automatically Staff must acknowledge the note before continuing What Does the External Option Mean in a Patron Pop-Up Note? When you add a note to a patron record in Alma, the External checkbox controls who the note is intended for, not how Alma enforces it. In simple terms: External = the note is meant for people outside your library staff. Most pop-up notes are internal Frequently Asked Questions Does a pop-up note stop checkout? No. It only alerts staff. Use a patron block to prevent borrowing. Can multiple pop-up notes exist on one patron record? Yes. All active pop-up notes will display. Can pop-up notes expire automatically? No. They must be edited or deleted manually. Can I edit or remove a pop-up note later? Yes. Use the row action menu (⋯) next to the note and select or , then . Will the note appear in Primo VE within the patron's My Library Account? Only if is selected.