Create patron accounts
Create a patron account
If your library uses basic (local) authentication, you have the ability to create new patron accounts through the WorldShare Admin interface.
Note: This feature is not supported for libraries using third-party authentication. Libraries using LDAP, SAML/Shibboleth, CAS or another third-party provider must perform ongoing patron loads in order to add new patron accounts to Tipasa.
Required fields may vary, depending on the services your library subscribes to. Additionally, if you are using a third-party authentication system, you will not see the Identity Management section.
Follow the account naming conventions used by your institution when creating user names. If you are creating accounts for your staff members, make sure you tell them their user name soon after you create the account. They will need their user name to create a password.
To create a patron account:
- Click the Admin tab.
- On the left navigation, under User Management, click New User.
- On the Basic User Data panel, OCLC recommends filling in the following fields:
Some libraries have additional required fields (those with Circulation functionality and others):
- First Name: Highly recommended.
- Address, Phone Number, or Email Address: Email is highly recommended. The patron needs an email address to create a password for their account.
- User Name (or Barcode): Required. If you cannot edit or do not see the User Name field, type in the Barcode field.
- Home Branch: Required for some. Select the user's preferred branch from the list.
- Patron Type: Required for some. Select the patron type from the list.
- Click Create.
- On the confirmation window, click OK. The patron account appears.
- To prompt the patron to set a password for their account, click Set/reset in the Identity Management section, if available, or direct the patron to go to your library's WorldShare URL and click Set/reset password on the Sign In screen.
Basic User Data fields
Libraries using basic authentication can create patron and staff accounts in WorldShare Admin. These fields that appear in the Basic User Data section, which can be filled out when creating or editing a patron account. Fields marked with an asterisk (*) are required.
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