Before starting: Check for an existing Alma account and netid
Ask the patron if they have been a Duke affiliate before and if they know if they have or had a netid.
Search in Users in Alma for an existing account for the patron.
If the user has an existing Alma account - follow the directions here.
If the user does not have an existing Alma account, follow the directions here.
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Check for an existing OneLink account
If the patron does not have a OneLink account, have them create one and note their unique ID - https://accounts.oit.duke.edu/onelink/
If the patron is unsure if they have a OneLink account, have them go to https://accounts.oit.duke.edu/onelink/sign_in and attempt to log in. If they have a OneLink account, they will be shown their unique ID after they log in.
Create their Alma account
Start from Fulfillment > Manage Patron Services > Register New User
For the Primary identifier, set it to their OneLink account unique ID.
For the Patron group, set it to the appropriate group based on their affiliation.
For the Statistical Categories, set the Patron type to the appropriate type based on their affiliation.
Do not set an Alma password. It will not work for their account and is not needed.
Set an appropriate expiration date.
Have the patron test their account
Go to [insert link to My accounts] and have the patron log in with their OneLink account and verify that it loads.
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When did they leave Duke?
If they are a recent alum and graduated less than a year ago, you can’t do this process yet. Their netid must be deactivated before they can begin using OneLink.
If they are a recent faculty member, staff member, or sponsored researcher, [you should be able to proceed with this workflow]
Check for an existing OneLink account
If the patron does not have a OneLink account, have them create one and note their unique ID, which should be the same as the one they had as a Duke affiliate - https://accounts.oit.duke.edu/onelink/
If the patron is unsure if they have a OneLink account, have them go to https://accounts.oit.duke.edu/onelink/sign_in and attempt to log in. If they have a OneLink account, they will be shown their unique ID after they log in.
Create a new account for their new patron affiliation
Start from Fulfillment > Manage Patron Services > Register New User
For the Primary identifier, set it to their OneLink account unique ID.
For the Patron group, set it to the appropriate group based on their affiliation.
For the Statistical Categories, set the Patron type to the appropriate type based on their affiliation.
Do not set an Alma password. It will not work for their account and is not needed.
Request to have the old account merged with the new, just created account
The old account they had needs to be merged into their new account. To do so, TBD
For User Administrators: Merging accounts
Merging accounts should only be done by fulfillment user administrators. It is not reversible and you must be absolutely certain that you merge the correct accounts together.
For documentation on merging user accounts, see this page at the Ex Libris Knowledge Center: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/030User_Management/70Merging_Patron_Records