Linked Patron Accounts

How to update a Linked Patron Account 

 Patron linked accounts can be updated in several ways. 

 

 If a patron renews an item on loan from partner institution, the patron's expiry date will automatically be updated to match the expiry date at the home institution. 

 If a patron requests a new item from a partner institution, the patron's expiry date will automatically be updated to match the expiry date at the home institution. 

 A staff member can manually force an update to a linked patron's expiry date by using "Manage Patron Services".  

 

               Fulfillment  --> Checkout/Checkin  -->  Manage Patron Services  -->  Patron Services page 

 

 

 

 

 

 Select "Find user in other institution", select the appropriate institution. 

  Scan patron's ID or search for patron and select appropriate one. 

 "Find User"  (This will force an update to the patron's linked account.      

 

 

 

 

 

 

   

 How Linked Patron Accounts are configured 

   

 Linked Account Rules (Institution Zone) 

   

 Each institution in the WRLC network has configured a  WRLC Fulfillment Network Patron linked account rule in their Institution Zone (minus Catholic University Law school, which does not borrow nor lend using the WRLC AFN). 

 Below are the recommended configurations for the WRLC Fulfillment Network Patron linked account rule, found in 

 Configuration > User Management > Collaborative Networks > Linked Account Rules 

 

 

 Input Parameters

 

 Name = Source Institution 

 Operator = In List 

 Value = all institutions in the WRLC Network except for Catholic Law 

 

 

 Output Parameters

 

 User Group = wrlc user 

 Expiry Date = NULL 

 Expiry from Source = Same as in source 

 

 

 

 Copies Expiry Date from the patron account in the patron's Home Institution 

 

 

 

 Refresh Expiry Date = Yes 

 

 

 

 When set to 'Yes', the corresponding date is recalculated each time the linked record is refreshed from the source institution 

 

 

 

 Purge Date = NULL 

 Purge After Expired = One month after expiration 

 

 

 

 The above sets the Purge Date ; the account will only be purged if the 'Purge User Records' job is run  

 

 

 

 Refresh Purge Date = Yes 

 

 

 

 When set to 'Yes', the corresponding date is recalculated each time the linked record is refreshed from the source institution 

 

 

 

 Resource Sharing Library = [your institution's resource sharing library] 

 Copy Network Blocks = Yes 

 

 

 

 When set to 'Yes', Alma will delete all the current network blocks that exist on the linked account and re-create them each time the linked record is refreshed. Blocks can only be placed on linked accounts if they are configured in the  User Block Definitions and User Block Descriptions section. 

   

 For more information, please see the  Configuring Linked Account Rules page on the Alma Knowledgebase. 

 

   

 Linked Account Shared Fields (Network Zone) 

 

 The configuration that determines which fields in the user account are shared in linked accounts is managed in the WRLC Network Zone. Below is the current configuration. 

   

 

 

 

 Field Name 

 Shared 

 

 

 First Name 

 True 

 

 

 Middle Name 

 True 

 

 

 Last Name 

 True 

 

 

 Pin Number 

 False 

 

 

 Job Title 

 True 

 

 

 Job Description 

 True 

 

 

 Preferred Language 

 True 

 

 

 Birth Date 

 True  

 

 

 Expiry Date 

 True 

 

 

 Purge Date 

 True 

 

 

 Email List 

 True 

 

 

 Address List 

 False 

 

 

 Phone List 

 False 

 

 

 Preferred First Name 

 True 

 

 

 Preferred Middle Name 

 True 

 

 

 Preferred Last Name 

 True 

 

 

 

   

 For more information, please see the Configuring Linked Account Shared Fields page on the Alma Knowledgebase.