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Onboarding step by step

There are a number of different information sources from OpenAthens to assist with the setup process. This website is a good place to start as it will take you through step by step. 

If you have any questions related to the onboarding, timeline, and what to expect your implementation team can help you.

Step one

Kick-off meeting

The first step to successfully moving across to OpenAthens federated access is the kick-off meeting.

Step two

Create accounts

There are two main options for creating user accounts - connecting to your institutional directory or creating new OpenAthens accounts.

Step three

Activate resources

Perhaps the most crucial element of your OpenAthens onboarding process as far as users are concerned is making sure all the resources that your institution subscribes to are set up.

Step four

Update links

Using a new resource authentication system requires that you update any links on your library portal to either give users access to relevant content or send them to the login page.

Step five

Integrate with other apps

OpenAthens is designed to interact successfully with many third-party applications in a number of ways, from devolving sign in to their authentication systems to enabling access to their resources through the OpenAthens login.

Step six


The final step of the set-up process is to make sure that all users know about the new system for accessing resources and where they can go if they need further help or information.