Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In Manage Patron Services, check Find user in other institution and select the home campus from the Institution menu. Enter the user’s home campus ID in the identifier field and select Find User. *Note: The home campus ID must be used. The user record cannot be found by entering their name or other identifier.

  2. Shared information from the home campus user account will automatically populate the form. The user will be given the Cal State Walk-in user group. Verify the user’s contact information as needed. Notes:  If your campus uses a PIN, and the home campus does not, you will need to create a new PIN.

  3. Update the Primary Identifier to the user’s home campus ID to be used as their OneSearch log in username.

  4. Select Update User.

  5. If your assigns barcodes or another identifier to Walk-in users, click on the Primary Identifier.

  6. Select Add Identifier. Select the Identifier and enter the Value. Select Add and Close.

    Image RemovedImage Added

To make change the account to Internal:

...

  1. In Manage Patron Services, check Find user in other institution and select the home campus from the Institution menu. Enter the user’s home campus ID in the identifier field and select Find User. *Note: The home campus ID must be used. The user record cannot be found by entering their name or other identifier.

  2. Shared information from the home campus user account will automatically populate the form. The user will be given the Cal State Walk-in user group. Verify the user’s contact information as needed.

    1. If your campus uses a PIN, and the home campus does not, you will need to create a new PIN.

    2. The Change the user’s Primary Identifier may be changed to a local identifier. Accessing the patron account using an identifier other than the home campus ID will not update the user record with information from the home campusto their home campus ID. A secondary ID or barcode may be added in the Identifiers tab.

  3. Select Update User.

Accessing Patron Account

...