Termination List

Every week, Fredda received a list of terminated and retiring employees to use to update patron records. She forwards this list on to us, and we check it against ILLiad to disavow accounts as necessary.

  1. Search each individual on the list in ILLiad as a user search.  You can search by the username provided in the second to last column of the changing users report, or you can search by the patron name.
  2. If the patron is an undergraduate or a graduate, check the online phone book to see if they are still listed. If they are, do nothing and move to the next person on the list.
  3. In the patron record, insert a note describing the action taken, the action date, and the effective date.
    Patron note
  4. Change the expiration date of the user to the effective date.
    Expiration Date
  5. If the effective date is today or has already passed, disavow the patron.
  6. Save your changes.
  7. Repeat for each patron on the list.