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Records that are not loaded into Alma must be manually created. Always search for a user record before creating a new one. If a match is found, click on the record and select "Open for Update." If no record is found, select "Register New User."
Name - fill in field for first name, middle name, and last name.
Expiration Date - Select the expiration date appropriate to the patrons' user category.
USER MANAGEMENT INFORMATION:
Patron Has Institutional Record - this works as a toggle switch. Selecting yes indicates that the data will be overwritten by the owning system during the next scheduled feed, using the information entered in the primary identifier (VU-NET ID - is this Oracle or still called EDI?). Choose this when you are registering a VU-affiliated user.
For non-VU affiliates, keep the toggle set as no. Enter a temporary password (how will this be constructed), and check the box next to "Force password change on next login."
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