Merge Users

Merge Users

Merge User Accounts fuctionality: Allows staff to move account history and active loans to a new identifier. It can be enabled for the following roles: User Administration, User Manager or both.

Note: This feature has to be enabled by Ex Libris before it can be used.

Step by Step Instructions

  1. Merge Users:Navigate to the menu to click Admin, then User Management, and finally Merge Users
  2. Click Add Job
  3. Select the FROM user
    1. account A, the original user id
    2. the information on this account will be moved to account B
    3. account A will be removed from Alma
  4. Select the TO user
    1. account B, the new user id
    2. the information from account A will be added to the account B
    3. this is the user account that is maintained
  5. Identify what information you would like to transfer between the accounts
    1. Click copy all segments as internal to protect the historical information for externally managed patrons, otherwise the info will be overwritten by the next patron update.
  6. Select the Merge Button
  7. Confirm yes on the pop-up. Note this action can not be undone.
    1. Once job is complete only the TO user or account B can be found in Alma.





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