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User Initiated Requesting
Roles Required: Circulation Desk Manager, Circulation Desk Operator, or Circulation Desk Operator – Limited to create the initial account. User Manager or User Administrator to make the account Internal.
Creating Patron Account
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.
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.
Update the Primary Identifier to the OneSearch log in username.
Select Update User.
If your assigns barcodes or another identifier to Walk-in users, click on the Primary Identifier.
Select Add Identifier. Select the Identifier and enter the Value. Select Add and Close.
To make change the account to Internal:
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Staff Initiated Requesting
Role Required: Circulation Desk Manager, Circulation Desk Operator, or Circulation Desk Operator – Limited
Creating Patron Account
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.
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.
If your campus uses a PIN, and the home campus does not, you will need to create a new PIN.
The 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 campus.
Select Update User.
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