Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
open_athens [2022/07/07 15:40] jmulvaney [Create Admins] |
open_athens [2022/08/10 14:34] (current) jmulvaney |
||
|---|---|---|---|
| Line 2: | Line 2: | ||
| 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. | ||
| - | ==== Create Admins ==== | + | Admin Site: https://www.openathens.net/librarians/ |
| - | Admin accounts are created separate from the personal accounts for community borrowers or the data sent from IT to create accounts automatically for campus users. | + | |
| - | * Accounts > Create > Personal Account | + | Please see the confluence page for up to date instructions: https://fc-library.atlassian.net/wiki/spaces/FOLIO/pages/788889601/Open+Athens+Administration |
| - | * First Screen: Login | + | |
| - | * Prefix NetID with OA (for OpenAthens) | + | |
| - | * Leave login by email toggled to yes - share the username but explain they do not need to use it for login. | + | |
| - | * Leave default expiration | + | |
| - | * Always use the email activation code to user - this will allow them to set their own password. | + | |
| - | * Second Screen: Details | + | |
| - | * First name, Last Name, and Email Address are required fields - use @umass.edu not library. | + | |
| - | * Third Screen: Optional Details | + | |
| - | * Do not use these fields. | + | |
| - | * Fourth Screen: Permission Sets | + | |
| - | * Assign the default set. | + | |
| - | * Submit Account | + | |
| - | + | ||
| - | The account now exists in the OpenAthens managed (local) directory but **does not** have admin access by default. This is a second step. | + | |
| - | * Management > All Organizations > UMass Amherst Libraries (click the three vertical dots) > Edit | + | |
| - | * Navigate to Administrators Tab | + | |
| - | * Search for the personal account you just created | + | |
| - | * Click the "Role" button | + | |
| - | * Chose Organization Administrator & Submit | + | |
| - | * Save changes & enter your password | + | |
| - | ==== Create Community Borrowers ==== | + | |
| - | + | ||
| - | ==== Config. Decisions ==== | + | |
| - | Jaime & Jack decided the following: | + | |
| - | + | ||
| - | * Account codes good for 30 days | + | |
| - | * Accounts expired after 12 months (of inactivity?) | + | |
| - | * Expired accounts are deleted after 365 days (cannot increase time) | + | |
| - | * DBHelp is support email across all of OA | + | |
| - | * Minimal reports from OA Core are being sent to Jaime & Jack to track certain things. (See Preferences > System Notifications) | + | |
| - | * After sign out or account activation, patrons sent to > https://www.library.umass.edu/ | + | |
| - | * Open Athens local sign in enabled | + | |
| - | ==== "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. | + | |
| - | + | ||
| - | It is possible to update the email templates. Jack modified them to use UMass Libraries in place of OpenAthens and to directly reference DBHelp instead of using their sytnax. | + | |
| - | + | ||
| - | * Introductory Text: Appears in the OpenAthens local sign in page above form | + | |
| - | * Connection Selection Box Label: ?? | + | |
| - | * Button Color: For sign in - use UMass branding. | + | |
| - | * Footer Text: Appears in the OpenAthens local sign in page below form | + | |
| - | * Sign in title & Hint: Only on OpenAthens local sign in page | + | |
| - | + | ||
| - | On the "MyAthens" dashboard, which we expect patrons wouldn't really ever see - Jack did create a card with some basic information on how to contact the library. | + | |
