Access Services
HC Resident/Alum Account Creation
2 steps - create the account in FOLIO & then let Jen know there is a new user
External system ID = Library Barcode (210009###)@hampshire.edu
This is required for users to see their account information in Discover.OpenAthens Account - email (jlblo@hampshire.edu) or Slack @Jen Bolmarcich when a new community user is created in FOLIO.
Log into FOLIO & navigate to the Users app.
In the upper right hand corner, click the “Actions” menu drop down and select “New.”
Create unaffiliated user record in FOLIO using the following conventions (for community borrowers that were migrated from Aleph, you will have to edit existing information):
Field: [Enter this information]
Last name: Patron’s last nameFirst 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]
Click on “Save & Close” at the bottom right to save the record.
Missing books
Use “Mark item as Missing” as the equivalent to Aleph “On Search” process status.
Use “Mark item as Long missing” as the equivalent to Aleph “Missing” process status.
Acquisitions
Librarians
TM & JB