If your Ebook Central site uses the 'Patron Login' authentication method, as a librarian you can create or modify patron accounts. For general information about the 'Patron Login' authentication method,  >See More

To access the Manage Patrons options:

1. You will need to have a LibCentral login. If you don't, you can either request one from an Ebook Central librarian within your organization, or contact the Ebook Central product support team at: ebooksupport@proquest.com

2. Go to your LibCentral site:
3. Under “Users” select “Manage Patrons”
4. In the Manage Patron window, there are options to:

• Add a patron account
• Upload a list of patron accounts
• Modify an existing account (including an option to reset the password)
• Delete existing accounts (individually or in bulk)
• Search for a particular account, or for accounts created or accessed within a given time frame
• Export a list of all patron accounts

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To add a patron account, click “Add New Patron”

• Fill in the patron's account information. It is recommended to use their full email address as the username

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• Note that you can set the account to expire on a given date

 

• When complete, click Save

To upload a list of patron accounts, click "Import Patrons from CSV"

• You will then see the following options:

• The template is an empty text file with the following headings.  Only the first 3 fields are required.
  • USER_NAME
    • It is recommended to use their full email address as the username
  • PASSWORD
    • Minimum 8 characters
    • No spaces
    • Cannot be same as username
  • EMAIL
    • ​Duplicate entries with the same email address is not allowed
  • FIRST_NAME
  • LAST_NAME
  • PERMISSION_ACRONYM
    • Needs to be one of the Permission IDs found under "Settings", "Access Permissions"
    • Default is: Guest
  • EXPIRE_DATE
    • Expire Date must follow YYYY-MM-DD format. If not properly formatted, Expire Dates will be left blank on new accounts, and will not be modified on existing accounts.

 

• Line 4 determines what the system should do if the list you are importing contains one or more usernames that already exist.
  • "Don't Import" will alert you about which username(s) already exist, but it will *not* modify the data for those usernames.
  • "Update Existing Account" will alert you about which username(s) already exist, and it will modify the data for those usernames.

 

• Problems uploading a file?  Check that all passwords meet the requirements listed above.

To modify an existing patron account, click on the patron's username

• You will then see the following options:

• Note that you can set the account to expire on a given date

 

• You can change the patron's password, but you cannot see what their existing password is

 

• You can delete this patron account by clicking "Delete"

To delete existing patron accounts, there are three options.

• To delete specific patron accounts, click the check-box next to the account(s) to delete, then click "Delete Selected Patrons"

• To delete all patron accounts listed on the current page of results, select 'Delete Patrons on Page'
• To delete all patron accounts, select 'Delete All Patrons'

You can search for patron accounts by name or email, and you can search for accounts created or used within a given time frame



To export a list of all current patron accounts, at the bottom right of the window, choose file type then click "Go"