How to create a user block, i.e. patron block?
- Product: Alma
Question
How to create User Block Definitions in Alma?
Answer
Steps to create a new user block:
- Decide which actions may be blocked ("BlockedAction") — loan, renew, and/or requests.
- Out of the box actions are:
- 01 – LOAN
- 02 – LOAN, RENEW
- 03 – LOAN, RENEW, HOLD
- 04 - ILL (please ask Ex Libris Support to add it)
- The block description is configured in Configuration > Fulfillment > User Block Description
- Select the "BlockedAction" ID (defined in step #1), the description (defined in step #2), the type value, and 'overridable' flag.
- Set-up in: Configuration > Fulfillment > User Block Definitions.
The Online Help explains in the page for "Configuring User Block Descriptions and Definitions" is clicked here.
* A detailed "Fulfillment - Understanding patron blocks - Librarian assigned and system assigned" can be found in the page "Presentations and Documents - Fulfillment", the document direct link is here.
- Article last edited: 04-AUG-2025