User Account, Fund, and Location Updates in OttoEditions

To Access Account Management

1. Log on to OttoEditions
2. Username: uiuclib Password: urbana
3. Click on Account Management
 

To Add a User:

1. Click Create New Username.
2. Make up a username and password (often the user’s first and last names).
3. Add user’s contact info.
4. Click Continue at the bottom of the page.
5. Choose which accounts that user can order for.
6. Click Continue at the bottom of the page.
7. Choose which activities the user is allowed to perform. Most who are placing orders will need all but the last one:

• Search and display order information
• Select titles
• Place and modify orders
• Fill in Selector
• Fill in Location
• Fill in Note to Acquisitions
• Fill in library note 4
  8. Click Continue at the bottom of the page.
  9. Click Submit Modifications at the next page.
  10. Click OK when prompted.
   

To Edit or Delete an Existing User's Profile:

1. From the Account Management screen, choose the username from the drop down list next to Modify or Delete User Name.
2. Click Modify or Delete User Name
3. Make any changes necessary as described above under “Add a User” (the screens are the same).
 

To Add or Edit a Fund or Location:

1. From the Account Management screen, click Modify Account Profile.
2. Click Continue at bottom of page until you get to the fourth screen (with the fund list at the top of the page).
3. You can type the funds and locations (under “Values” for Library Note 2) into their respective boxes directly. Type them in alphabetical order to make them easier to find. Locations should be the location code used in Voyager. Funds must include the object code.

NOTE: If you are adding a new location, this location also needs to be added to the bulk import rule in Sys Admin (Stephanie or Peggy Steele can do this):

4. After making all necessary changes to the screen in OttoEditions, click Continue at bottom of screen.

NOTE: We are not using the field Library Note 4 for anything at this time. If we want to add that, we need to let Harrassowitz know, they’d need to put it in a field in the bib record, and this would need to be added to the bulk import rule.

5. Review the confirmation screen to make sure everything looks OK. You can always go back and change something if necessary.
6. Click Submit Modifications at the bottom of the screen.
7. Click OK when prompted.