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 ILS 101: Introduction to Circulation I

Marmot ILS - Circulation

• Search for a Patron Record

• Check Out (Circulation Desk)

• Renew (No Patron)

• Check-In (No Patron)

TBD

• Searching for Patron Records

• Check Out

• Renew (No Patron)

• Check-In

Marmot ILS 102: Introduction to Circulation II

Marmot ILS - Circulation

• Create a Patron Record

• Edit a Patron Record

TBD

• Create a Patron Record

• Edit a Patron Record

Marmot ILS 103: Introduction to Circulation III

Marmot ILS - Circulation

• Claim Returned

• Offline Circulation

TBD

• Claim Returned

• Offline Circulation

Marmot ILS 104: Introduction to Circulation IV

Marmot ILS - Circulation

• Mark Items Damaged

TBD

• Mark Damaged Items

Marmot ILS 105: Introduction to Circulation V

Marmot ILS - Circulation

• Loan Rules

TBD

• Loan Rules

Marmot ILS 106: Search & Holds

• Search

• / Holds - Basic Search

• Place item-level holds

• Placing holds using Search/Holds and the patron account.

• Differentiate between bib- and item-level holds

• Holds Procedure

TBD

• Search / Holds Basic Search

• Placing an Item Level Hold

• Placing a Bib/Title Level Hold

TBD

• Place holds using Search/Holds

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

• Holds Process

• Manage Holds

• Patron Placed Holds Pickup Locations

• Staff Placed Holds

• Resequencing a Hold Queue

• Transferring an Item Level Hold to a Bib Level Hold

Marmot ILS 107: Introduction to Resource Sharing

Resource Sharing

• Courier Best Practices

• Courier Codes

TBD

• Courier Best Practices

• Courier Codes

Marmot ILS 201: Sierra Access

Marmot ILS - General Sierra Issues

• Access the Sierra manual

• Sierra known issues

• Sierra installation

• Sierra Login Configuration and Customization

TBD

• Sierra Manual

• Sierra Known Issues

• Sierra Installation

Marmot ILS 202: Intermediate Circulation I

Marmot ILS - Circulation

• Delete a Patron Record

• Copy a Patron Record

• Creating on the fly Item Records

• Merge a Patron Record

TBD

• Delete a Patron Record

• Copy a Patron Record

• Create Item on the Fly Record

• Merge a Patron Record

Marmot ILS 203: Intermediate Circulation II

Marmot ILS - Circulation

• Loan Rule Determiner

TBD

• Loan Rule Determiner

Marmot ILS 204: Introduction to Record Structure

Record Structure

• Patron Record Structure

  • Fixed Fields

  • Variable Fields

• Item Record Structure

  • Fixed Fields

  • Variable Fields

• Bibliographic Record Structure

  • Fixed Fields

  • Variable Fields

TBD

• Patron Fixed Fields

• Patron Variable Fields

• Item Fixed Fields

• Item Variable Fields

• Bibliographic Fixed Fields

• Bibliographic Variable Fields

Marmot ILS 205: Introduction to Record Templates

Record Templates

• Patron

• Item

1 hour

• Record Templates

Marmot ILS 206: Introduction to Delete Records

Delete Records

• Delete individual patron records

• Delete individual item records

TBD

• Delete a Patron Record

• Delete Item Records

Marmot ILS 207: Introduction to Cataloging

Catalog

• Attach an item to existing bib

• Editing an Item Record

TBD

• Attach an item to existing bib

• Editing an item record

Marmot ILS 208: Intermediate Resource Sharing

Resource Sharing

• Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) Best Practices

• PIH Functionality

TBD

• PIH/PPH Best Practices

• PIH Functionality

Marmot ILS 209: Browse Query

Browse Query

• Browse Query

TBD

• Browse Query

Marmot ILS 214: Print Templates

Print Templates

• Spine Labels

TBD

• Spine Labels

Marmot ILS 301: Intermediate Record Structure

Order Record Structure

• Fixed Fields

• Variable Fields

TBD

• Order Records Fixed-Length Fields

• Order Records Variable-Length Fields

Marmot ILS 302: Intermediate Record Templates

Record Templates

• Bibliographic

• Preferred templates

• Prompting for templates

• Order

• Serials

TBD

• Record Templates

• Preferred templates

• Prompting for templates

Marmot ILS 303: Cataloging

Catalog

• Sierra Setup for Cataloging

• Cataloging Standards

• Field Group Tags

• SkyRiver Setup

• Z39.50 Cataloging

• Deduping

• OCLC Setup

• SkyRiver Setup

TBD

• Cataloging 949 control field for bib record settings

• Cataloging 949 control field to attach items

• Cataloging Record View Properties

• Cataloging - OCLC Connexion Download, Logon, and Sierra Export Setup

• Cataloging - Sierra Multi Window Mode

• Cataloging - Sierra Preference to Change Font Size

• Sierra Bibliographic Indexing Rules

• Sierra Change Compact View

• (MLN1) Marmot Cataloging Standards

• Field Group Tags

• SkyRiver Install and Setup

• Z39.50 Cataloging

• Z39.50 Cataloging - Video

• Marmot Catalog Deduping Training

• OCLC Connexion Download, Logon, and Sierra Export Setup

• SkyRiver Install and Setup

Marmot ILS 304: Collection Agency

Collection Agency

• Collection Agency Settings

TBD

• Collection Agency Settings

• Collection Agency Exclusion

• Collections Agency Integration

Marmot ILS 305: Intermediate Delete Records

Delete Records

• Delete records in a review file

TBD

• Delete Records Function

Marmot ILS 307: Intermediate Create Lists

Create Lists

• Re-run functionality

• System Generated Files

• Importing barcodes

TBD

• Re-run Existing Query or Edit Existing Query

• System Generated Files

• Importing Barcodes

Marmot ILS 308: Global Update

Global Update

• Viewing review files

• Batch changes to fixed fields

  • Items

  • Patrons

1 hour

• View Review File Information

• Change Item Status, Command Type Fields

• Change Patron Fixed Field, Command Type Fields

• Changes to Variable Fields in Item Records

Marmot ILS 309: Rapid Update

Rapid Update

• Single Records

• Multiple Records

TBD

• Rapid Update

• Update Single Record

• Update Multiple Records

Marmot ILS 310: Data Exchange

Data Exchange

• Data Exchange

• Control fields for item records

• Load profiles

• Control fields for bib records

TBD

• Data Exchange

• 949 Control Fields for items

• Load Profiles in Data Exchange

• 949 Control Fields for Bibs

Marmot ILS 313: Acquisitions

Acquisitions

• Funds

• Vendors

• Fiscal Close

TBD

• Changing Appropriations in Funds

• Clearing Fund Activity Report

• Setting to allow use of Form Tool in Funds

• Vendor Z39.50 Database Settings

• Negative Encumbrances

Marmot ILS 315: Macros

Macros

• Sierra Macros

TBD

• Creating Macros for Sierra Functions

• User Generated Macros (Sierra)

Marmot OPAC/Pika 321: Pika Basic Admin User Features

Pika Basic Admin User Features

• Materials requests

• Cataloging (Merging and Unmerging)

• Custom Cover Art

TBD

• Materials Request

• Materials Request Admin Management

• Using Materials Request in the Catalog

• Grouped Work Merging

• Records Not to Merge/Manual Ungrouping

• Reporting Incorrect Cover Art or Descriptions in Pika

• Uploading Custom Cover Art

Marmot OPAC/Pika 322: Pika Handling

Pika Handling

• Grouping Logic

• Facet Logic

• Format Logic

• Catalog Enrichment Sources

• Custom Cover Art

TBD

• Grouping Categories

• Grouping Overview

• Available Facets

• Format Facet Logic

• Pika Catalog Enrichment Sources

• Reporting Incorrect Cover Art or Descriptions in Pika

• Uploading Custom Cover Art