Once a customer has entered a valid registration and has been cleared, their cleared record must be merged
with their disavowed record.
Select Edit from the Menu Bar and select Edit Customer.
Enter the customers last name. This will retrieve a list of customers records in the box to the right of the
Search for Customer section. If the customer you are searching for is listed, they
have been cleared and can be merged with their disavowed record.
Place a check mark in the Show Disavowed Users box and click on the Search
The customer you are looking for should have two records in the list to the right.
Double click on the disavowed record to retrieve that record into the Customer Information
section at the bottom of the screen.
Click on the Unclear Customer button at the right.
You will be asked to confirm that you wish to Unclear this customer and you will then be alerted to the fact
that you can now access this customers record through the Clear New Customer screen.
Close down the User Lookup and Edit Form.
Select Pre Processing from the Menu Bar and select Clear New Customer
or click on the Clear New Customer button at the left.
The customer you just uncleared should appear in the list at the top left of the screen.
Double click on the uncleared customers entry to bring up their record in the Customer Information
This will also bring up that portion of the list of customers which contains the customers record on the
The current record being viewed in the Customer Information section should also have an
arrow pointing to their record on the right.
Place your cursor on the disavowed customers record on the right and click once with your right mouse button.
This will bring up a pop-up menu. Select Send to Old User (Merge From).
Then, place your cursor on the cleared customers record on the right and click once with your right mouse
This will bring up a pop-up menu again. Select Send to New User (Merge To).
Now, click on the Show Disavow/Merge button at the bottom of the Customer
This will bring up a Merge Customer Review Form.
Review the information to see that the information in both the Old User (Merge From) and
the New User (Merge To) section is correct.
If the information is correct, click on the Disavow/Merge button. If the information is
incorrect, click on the Cancel button and start over.
Now, the requests the patron entered under their disavowed record must be reactivated.
Select Edit from the Menu Bar and click on Edit Customer.
This will bring up the Search for Customer screen.
Enter the customers last name or other search parameter and click on the Search button.
Select the customer from the list at the right by double clicking on their record.
This will retrieve the customers record into the Customer Information section at the
bottom of the screen.
Click on the Show Requests button on the right.
This will retrieve the requests entered by that patron into the General Search Form.
At the bottom of the screen is a section labeled Search Returned "X" Records.
Double click on a record to retrieve the General Request Information screen.
Review the Transaction Status entry. If it reads Request Cancelled by ILL
Staff, the request may have been cancelled when the customers registration was disavowed.
Look in the Item Information section of the screen on the right and see if Call
Number and/or Location has been entered.
If there is no Call Number or Location information, review the
History and Tracking folders in the Notes and Tracking
If the History and Tracking folders show only one or two entries, this
is a new request and must be reactivated.
Click on the Change Status To... button and select Awaiting Request
The request will now be located in the Awaiting Request Processing folder and can be handled
Continue reviewing each request until they have all been reviewed.
Some requests may have a Transaction Status other than Request Cancelled by ILL
These requests are already active and have already been processed.