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1. Log into FOLIO & navigate to the Users app.

   

2. In the upper right hand corner, click the “Actions” menu drop down and select “New.”

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3. Create unaffiliated user record in FOLIO using the following conventions:

   Last name: Patron’s last name

   First name: Patron’s first name

   Patron group: [relevant patron group]

   Status: Active

   Expiration date: 

   Barcode: [patron barcode]

   External system ID: [patron barcode]@[institution].edu

   Username: [patron barcode]

   Email: email address

   Phone: phone number

   Preferred contact: [select]

4. Click on “Save & Close” at the bottom right to save the record.

   

5. Log into OpenAthens (OpenAthens Admin)

6. From the OpenAthens Dashboard click on “Create account."

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7. Fill in the pop-up as follows:

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   1. Choose a username: [patron barcode]

   2. Login by email address: leave checked

   3. Expires on: Choose expiration date

   4. Create account and: Leave checked “Email an activation code to the user”

8. Click “Next” at the pop-up’s lower right.

   

9. Fill in the next screen as follows:

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   1. First name(s): 

   2. Last name:

   3. Email address: [email address in FOLIO]

10. Click Next

    

11. Group: On the next screen:

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    1. Select a group (if using - can create a new group from here)

    2. Skip all except the last field on this page

    3. externalSystemID:  [patron barcode]@[institution].edu (External system ID from FOLIO

    )

    1. - this MUST match exactly for EDS accounts to work!)

12. Click Next

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13. Click Create account.

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14. You will see a green success pop-up at the top of the screen and an account activation email is sent to the email address above. [Example of email is below]

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