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General Circulation Documentation: Creating User Records in Alma

Procedures, forms and templates, circulation statistics and policies, & legacy documentation

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:

The User Information fields in an Alma record for new user registration.

 

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."