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Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot ILS 101: Introduction to Circulation 101I

Participants will learn how to:

  • Search for a patron record

  • Check out

  • Renew

  • Check in

1 hour

Marmot ILS 102: Introduction to Circulation 102II

  • Create patron Record

  • Edit a patron Record

  • Claim returned

  • Offline circulation

TBD

Marmot ILS 106: Search & Holds 101

  • Place item-level holds

  • Differentiate between bib- and item-level holds

  • Place holds using Search/Holds and the patron account

TBD

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

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Training or Self-Paced Course

Learning Outcomes

Time Required

Related Documentation

Marmot ILS 202: Intermediate Circulation 201I

Participants will learn how to:

  • Delete a Patron Record

  • Copy a Patron Record

  • Create Item on Fly Item Records

  • Merge a Patron Record

1 hour

Marmot ILS 215: Intermediate Holds 201

  • Clear Expired Holds and Holdshelf

TBD

Marmot OPAC/Pika 220: Patron Facing UX 201

  • Create user lists

  • Link patron accounts

30 minutes

Shared eCollections 201240

  • New York Times - Patron Set Up

  • Wall Street Journal - Patron Set Up

TBD

Reports & Statistics 201230

  • Prepare Overdues Report

  • View Outstanding Holds

TBD

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