Content Comparison

Marmot ILS 101: Introduction to Circulation I

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 II

• Create patron Record

• Edit a patron Record

TBD

• Create a Patron Record

• Edit a Patron Record

Marmot ILS 103: Introduction to Circulation III

• Claim Returned

• Offline Circulation

TBD

• Claim Returned

• Offline Circulation

Marmot ILS 105: Introduction to Circulation V

• Loan Rules

TBD

• Loan Rules

Marmot ILS 106: Search & Holds

• Place item-level holds

• Differentiate between bib- and item-level holds

• Place holds using Search/Holds and the patron account

TBD

• Placing Item Level Hold

• Place holds using Search/Holds

Marmot ILS 108: Introduction to INN-Reach

INN-Reach

• Check-Out to Remote Site

TBD

• Check-Out to Remote Site (INN-Reach)

Marmot ILS 111: Introduction to Holds

Holds

• Placing item level holds

• The difference between bib and item level holds

TBD

• Placing Item Level Hold

• Differences between Bibliographic or Title Level Holds and Item Level Holds

Marmot OPAC/Pika 120: Patron UX

• Search and view search results

• View/Pay fines

• Place holds

  • Modify holds

  • Cancel holds

• Review patron account

• Review full record display

1 hour

• Search Methods in Pika

• Fines and E-Commerce

• Placing a Bib or Title Level Holds in Pika (OPAC)

• Placing an Item Level Holds in Pika (OPAC)

• Placing Holds with Linked Accounts

• Canceling Item Level Holds in Pika (OPAC)

• Freezing Holds - Patron Instructions

• Record Views

Marmot ILS 202: Intermediate Circulation I

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

• Delete a Patron Record

• Copy a Patron Record

• Item on the Fly for Item records

• Merge a Patron Record

Marmot ILS 203: Intermediate Circulation II

• Loan Rule Determiner

TBD

• Loan Rule Determiner

Marmot ILS 212: Intermediate INN-Reach

INN-Reach

• Prospector

TBD

• Common Prospector Issues

• Prospector Tips & Tricks

• Bibtemp File is Full Message (INN-Reach)

Marmot ILS 215: Intermediate Holds

• Clear Expired Holds and Holdshelf

• Holds Progression

TBD

• Clear Expired Holds

• Holds Progression (Sierra)

Marmot OPAC/Pika 220: Patron UX

• Create user lists

• Link patron accounts

30 minutes

• User Lists

• Linked Accounts

Reports & Statistics 230

• Prepare Overdues Report

• Manage Outstanding Holds

• Clear Expired Holds

TBD

• Prepare Overdues Report

• Manage Holds

• Clear Expired Holds

Shared eCollections 240

• New York Times - Patron Set Up

• Wall Street Journal - Patron Set Up

• OverDrive - Patron Set Up

TBD

• NYT Patron Access

• WSJ Patron Access

• OverDrive Patron Access