Creating User Records in Alma:
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."
USER INFORMATION:
- Name - fill in field for first name, middle name, and last name.
- Primary Identifier - The user's VU-NET ID. For non-affiliated patrons who do not have a VU-NET ID (listed as other borrowers in the library's Access and Use policies), enter the patron's email address.
- User Group - select the user's profile from the drop-down menu according to the record creation chart.
- 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."
