Staff or students who have just recently finished at JCU should still be in ALMA - if they are in ALMA use the procedure for Alumni - Already in ALMA
If they are not in ALMA, they will need to be looked up in Identity Support - ask a Library Experience Librarian
If this is not possible, continue to sign them up and leave a note on the paper form for it to be checked later.
1. Search ALMA to see if the user is already in ALMA - Fulfillment → Manage Patron Services
If they are already in ALMA, use the procedure for Alumni - Already in ALMA
If they are not in ALMA continue with the procedures to register them as a new borrower
2. Staff member sights photo ID with corresponding address (matches one entered on membership registration form)
Acceptable Photo ID includes:
Driver's License
Passport (if no address on passport include accompanying address documents)
18+ Card (with accompanying address documents)
Address Documents
Electricity bill
Phone bill
Rates notice etc.
3. Get a Member Registration Form and a blank Community Borrower library card
The forms and the cards are both in the Borrower Registration folder in the bottom drawer of the filing cabinet outside Mark's office.
4. Select Register New User on the upper right hand side of the screen.
Complete the following fields:
First Name
Last Name
Primary identifier remains as their jcxxxxxx number (Add it in if you are signing them up as a new member.)
Note if they do not know their jcnumber leave the field blank. (ALMA will automatically generate a number which we can replace with their JCnumber later) and note on the form that we need to find their previous student details.
Select Associate Member from the User Group from drop down options
Select Campus as JCU Australia
Email type and email address
Address:
Address line 1 - street number and street name or PO Box number
City - suburb
Postcode
Phone type and number
Add their choice of PIN (last four digits of borrower card or phone number)
Advise patron that when they first log into their library account with their barcode and PIN, they will be prompted to reset their password.
Community members can reset at anytime using the Forgot Password option. (If you are unable add a PIN number to a patron account please let a LE staff member know)
In User Management Information, tick Force password change on next login
Click Update User
Confirmation Message - Confirm
Amend the expiry date to one year from the registration date if it hasn't already been set
No Registration fine should be generated if Associate member has been selected.
5. Click on the primary identifier on the right hand side (usually this will be their JCnumber or borrower card)
Click on the Identifiers tab
Click + Add Identifier
Identifier Type: Additional ID 1
Value: Scan in Community Borrower card number
Note: type in Borrower card barcode
Click Add and Close
6. Click + Add Statistic
Category Type: Community User Type
Statistical Category: Community Borrower Alumni
Click Add and Close
7. STAFF USE ONLY SECTION
This should be filled out once the patron has been signed up. All boxes should be filled in.
8. Once the membership is finalised, a welcome email should be sent via LibAnswers.
Note: In Townsville, Membership forms are to be placed in the tray for "Membership Registration Forms" to be checked by a Librarian. The Librarian will send the Welcome email once the ALMA account has been checked.
Log in to LibAnswers and create a new ticket in the Library Experience queue using the clients name and email address.
Once the ticket has been created, send a Reply using the Welcome Email - Alumni macros, editing the details as needed.
This macros will automatically add the tag LE: Membership
Submit Reply as Closed
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