You must login by entering your O-Key UserName and Password.
You can then search for the new patron by entering either their User Name, Email Address, Last Name
or First Name. You can then verify the patron's information.
If their username (at the top of the Customer Information section) is the same as
their email prefix in LDAP, you can proceed.
View the right hand section of the Clear or Disavow Customers page. This is a list of
Customers which have already been cleared. Be sure the Customer you are currently working on appears in
the cleared Customer list only once.
Back in the Customer Information section, click in the Notification Box
and enter E-Mail. Both the E and the M must be
In the box for Article Del Meth, enter E-Mail. Both the E
and the M must be upper case.
In the box for Elec Delivery, enter Yes. The Y must
be upper case.
Click the Save Customer Information Changes button in the upper right section of the
Customer Information screen.
Verify that the other information looks correct.
If everything looks good, click on the Clear Customer button at the bottom. This will
clear the Customer , send them an email, and add them to the Customer list.
If the username the patron has entered does not match the information in LDAP, the Customer must be