Page Comparison

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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.”

   

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."

   

7. Fill in the pop-up as follows:

   Image RemovedImage Added

   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:

   

   1. First name(s): 

   2. Last name:

   3. Email address: [email address in FOLIO]

10. Click Next

    

11. On the next screen:

    

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

12. Click Next

    

13. Click Create account.

    

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]

Example of email to borrower:

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