Adding new user

Adding new user

As of the August 22 release, it's possible to configure what fields show up on the patron registration form. 


Adding New Patron:

From Manage Patron Services Page

  1. Navigate to Patron Identification Page
        Admin > Fulfillment > Checkout/CheckIn > Manage Patron Services
  2. Click on Register New User
  3. Fill in appropriate information, mandatory fields are designated by red asterisk *
  4. Double Check that you have edited the primaryID, provided a user group, and an expiry date.
  5. Select Update User

From the User Management page: 

  1. Navigate to User Management Page
    Admin > User Management > Manage Users > Add User > Public
  2. Click on Add User
  3. Select Public
  4. Fill in the desired fields, Mandatory fields are indicated with red asterisk *
  5. Double Check that you have edited the primaryID, provided a user group, and an expiry date.
  6. Click on Save and Continue
  7. Select the Identifiers tab to add the Barcode
    1. Click on Add Identifier
    2. Select Identifier Type
    3. Fill out the Fields
    4. Click on Add and Close
  8. Set Account Status
    1. If patron will use campus authentication - Toggle Account to External
      This account status should only be used with your student, faculty and staff accounts
    2. If they will be using a barcode and password to login, leave the account as Internal and assign a set password.
  9. Save when finished filling out

Add walk-in from MnPALS Library

Both MnPALS Libraries must be participants in the fulfillment network. 
  1. Navigate to the Patron Identification Page
    Admin > Fulfillment > Checkout/CheckIn > Manage Patron Services
  2. Check the box next to Find User in Other Location
  3. Select the appropriate Link from the Institution drop down
    4. Start typing the library name to limit the number of libraries seen in the drop down
  4. Enter a unique identifier for the patron 
    • Examples of unique identifiers: Barcode, starID, PrimaryID
    If there are multiple matches to your search term, Alma will say it can't find a match. So it's important to use the unique identifier
  5. Hit Find User
    • If the account is found, the patron's information will automatically load into Alma.
    • If the account is unable to be located, Alma will display a warning and a flag that the account is not found at the location, then staff will have to manually enter the information.
    The primary identifier auto-fills and it is not the identifier you used to locate the patron. 
  6. Click Update User
On a patron's subsequent visit, it's recommended that you continue to locate walk-in patrons using the find user in other location checkbox.

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