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

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

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

• Mark Items Lost

TB

• Mark Damaged Items

• Mark Lost 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

• Place holds using Search/Holds and the patron accountHolds Procedure

TBD

• Search / Holds Basic Search

• Placing Item Level Hold

• 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 201: Sierra Access

General Sierra Issues

• Access the Sierra manual

• Sierra known issues

• Sierra installation

TBD

• Sierra Manual

• Sierra Known Issues

• Sierra Installation

Marmot ILS 202: Intermediate Circulation I

Participants will learn how to:

• Create Item on Fly Item Records

• Merge a Patron Record

1 hour

• Item on the Fly for Item records

• 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 record templates

  • Change fixed fields

• Item record templates

  • Change fixed fields

30 minutes

• 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 213: Introduction to Serials II

Serials

• Checkin

• Sierra Statistics Function

TBD

• Serials Create an Item Record

• Statistics Function

Marmot ILS 215: Intermediate Holds

High Demand Holds

TBD

• High-Demand Holds Reports

Reports & Statistics 230

Reports & Statistics

• Manage Outstanding

• Create Lists

TBD

• Manage Holds

• Create Lists

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 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

• Changes to Variable Fields in Item Records

• Change Item Status, Command Type Fields

• Change Patron Fixed Field, Command Type Fields

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)