Page Comparison

Contacting Marmot 101

Participants will learn:

• When to Contact Marmot

• Emergency Topics/Issues

• Information to have ready

• Contact methods

TBD

• Contact Page

• Emergency Procedures

• Information to have ready

• Contact Methods

Marmot Orientation 101

Orienting New Employees

• Welcome to Marmot stuff (What is Marmot; brief history; vision/mission/values)

• Introduction to Marmot staff

• Overview of Marmot’s range of service programs

• The importance of the Marmot Committees

TBD

• Welcome to Marmot!

• Marmot Staff

• Marmot's Service Programs

• Marmot Committees

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 104: Introduction to Circulation IV

• Marked Items Damaged & Mark Items Lost

TBD

• Items Lost

• Items Damaged

Marmot ILS 106: Search & Holds

• Search / Holds - Basic Search

• Placing item level holds

• Placing bib/title level holds

• Holds Procedure - The difference between bib and item level holds

TBD

• Basic Search

• Item level hold

• Bib/Title 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

• Patron Account Management

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

• Patron Account Overview and Management

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 207: Introduction to Cataloging

Catalog

• Attach an item to existing bib

• Editing

TBD

• Attach an item to existing bib

• Editing an item record

Marmot ILS 213: Introduction to Serials II

Serials

• Checkin

• Sierra Statistics Function

TBD

• Serials Create an Item Record

• Statistics Function

Marmot OPAC/Pika 220: Patron UX

• Link patron accounts

TBD

• Linked Accounts

Marmot ILS 302: Intermediate Record Templates

Record Templates

• Preferred templates

TBD

• Preferred templates