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| Both sides previous revision Previous revision Next revision | Previous revision Last revision Both sides next revision | ||
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open_athens [2022/07/07 15:54] jmulvaney [Create Admins] |
open_athens [2022/07/07 19:12] jmulvaney [Create Admins] |
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| ===== OpenAthens Maintenance ===== | ===== OpenAthens Maintenance ===== | ||
| To allow patrons to log in to EDS, the 5C have adopted OpenAthens core. | To allow patrons to log in to EDS, the 5C have adopted OpenAthens core. | ||
| + | |||
| + | Admin Site: https://www.openathens.net/librarians/ | ||
| ==== Create Admins ==== | ==== Create Admins ==== | ||
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| * Assign the default set. | * Assign the default set. | ||
| * Submit Account | * Submit Account | ||
| + | * At this point - patrons and staff both receive the email that their account has been created. This is the email to activate the account w/ password reset. (Account Created (Activation) Email Template) | ||
| The account now exists in the OpenAthens managed (local) directory but **does not** have admin access by default. This is a second step. | The account now exists in the OpenAthens managed (local) directory but **does not** have admin access by default. This is a second step. | ||
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| * Chose Organization Administrator & Submit | * Chose Organization Administrator & Submit | ||
| * Save changes & enter your password | * Save changes & enter your password | ||
| + | * At this point, staff receive another email saying that they've been made an Admin. (No specific email template) | ||
| + | * They will receive a followup email when they login the first time. (No specific email template) | ||
| ==== Create Community Borrowers ==== | ==== Create Community Borrowers ==== | ||
| Access Services will be the primary point of contact to create managed directory accounts in OpenAthens for community borrowers. The creation of an account is the same as the first step for creating an admin. | Access Services will be the primary point of contact to create managed directory accounts in OpenAthens for community borrowers. The creation of an account is the same as the first step for creating an admin. | ||
| + | |||
| + | Before creating an account in OpenAthens you **must** create the patrons user account in FOLIO first. Please follow any guidelines/workflows created by CUFF or locally by UMass' Access Services department. CUFF Workflow: https://docs.google.com/document/d/1HdGjB1A3oRkWMhIXgYMFtlWQaKya447sSL6dZU0-i_c/edit?usp=sharing | ||
| * Accounts > Create > Personal Account | * Accounts > Create > Personal Account | ||
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| * After sign out or account activation, patrons sent to > https://www.library.umass.edu/ | * After sign out or account activation, patrons sent to > https://www.library.umass.edu/ | ||
| * Open Athens local sign in enabled | * Open Athens local sign in enabled | ||
| - | ==== "Branding" ==== | + | ==== Branding ==== |
| Not much is actually branded. Our public name is set to be "UMass Amherst Libraries" while our connection is called "UMass Amherst - Faculty, Staff, & Students" to allow a more clear login path on the OA WAYF page. | Not much is actually branded. Our public name is set to be "UMass Amherst Libraries" while our connection is called "UMass Amherst - Faculty, Staff, & Students" to allow a more clear login path on the OA WAYF page. | ||
