Page Comparison

Marmot ILS 101: Introduction to Circulation 101I

Participants will learn how to:

• Search for a patron record

• Check out

• Renew

• Check in

1 hour

• Searching for patron records

• Check Out

• Check Out Course

• Renew items

• Check-In

• Check-In Course

Marmot ILS 102: Introduction to Circulation 102II

• Create patron Record

• Edit a patron Record

• Claim returned

• Offline circulation

TBD

• Create a Patron Record

• Edit a Patron Record

• Claim Returned

• Offline Circulation

Marmto Marmot ILS 103: Introduction to Circulation 103III

• Marked Items Damaged & Mark Items Lost

TBD

• Items Lost

• Items Damaged

Marmto Marmot ILS 104: Introduction to Circulation 104IV

• Search / Holds - Basic Search

• Placing item level holds

• Placing bib/title level holds

TBD

• Basic Search

• Item level hold

• Bib/Title level hold

Marmot ILS 107: Introduction to Resource Sharing 101

• Courier best practices

• Courier codes

TBD

• Courier Best Practices

• Courier Codes

Marmot OPAC/Pika 120: Patron Facing UX 101

• Search and view search results

• View/Pay fines

• Place holds

  • Modify holds

  • Cancel holds

• Review patron account

• Review full record display

1 hour

• Pika/Catalog/OPAC Basic Overview training

General Sierra Issues 201Marmot ILS 201: Sierra Access

Participants will learn how to:

• Access the Sierra manual

• Sierra known issues

• Sierra installation

TBD

• Sierra Manual

• Known Issues

• Sierra Installation

Marmot ILS 202: Intermediate Circulation 201I

• Delete a Patron Record

• Copy a Patron Record

• Create Item on Fly Item Records

• Merge a Patron Record

1 hour

• Delete a Patron Record

• Copy a Patron Record

• Item on the Fly for Item records

• Merge a Patron Record

Marmot ILS 215: Intermediate Holds 201

• Clear Expired Holds and Holdshelf

TBD

• Clear Expired Holds

Marmot ILS 204: Introduction to Record Structure 201

• Patron Record Fixed Length Fields

• Item Record Fixed Lenght Fields

TBD

• Patron Fixed Fields

• Item Fixed Fields

Marmot ILS 205: Introduction to Record Templates 201

• Patron record templates

  • Change fixed fields

• Item record templates

  • Change fixed fields

30 minutes

• Record Templates

Marmot ILS 207: Catalog 201Introduction to Cataloging

• Attach an item to existing bib

• Create Item on Fly Item Records

TBD

• Attach Item to Existing Bib

• Item on the Fly

Marmot ILS 212: Intermediate INN-Reach 201

• Prospector & Mobius

• INN-Reach Reports

TBD

• Prospector Check-In Issues (INN-Reach)

• Prospector Tips & Tricks (INN-Reach)

• Bibtemp File is Full Message (INN-Reach)

• Reports (INN-Reach)

• Title Report (INN-Reach)

Marmot ILS 209: Browse Query

• Browse Query

• Browse Query

Marmot ILS 210: Introduction to Create Lists 201

• Basic functionality

• Browse Query

90 minutes

• Creating a Search

• Exporting

• Editing and Reusing a search

• Use Existing Search

• JSON

• Emptying a review file

• Browse Query

PikaMarmot OPAC/Pika 220: Patron Facing UX 201

• Create user lists

• Link patron accounts

30 minutes

• User Lists

• Linked Accounts

Shared eCollections 201240

• New York Times - Patron Set Up

• Wall Street Journal - Patron Set Up

TBD

• NYT Patron Access

• WSJ Patron Access

Reports & Statistics 201230

• Prepare Overdues Report

• View Outstanding Holds

TBD

• Prepare Overdues Report

• View Outstanding Holds

Marmot ILS 208: Intermediate Resource Sharing 201

• Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) best practices

• Functionality

• PIH/PPH Best Practices

• Functionality

Marmot ILS 302: Intermediate Record Templates 301

Participants will learn how to:

• Use preferred templates

• Prompt for templates

TBD

• Preferred templates

• Prompting for templates

Marmot ILS 312: Advanced INN-Reach 301

• Reconciliation

TBD

• Reconciliation Process (INN-Reach)

Marmot ILS 307: Intermediate Create Lists 301

• System generated files

TBD

• System Generated Files