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:

• Check out

• Renew

• Check in

1 hour

• Check Out

  • Check Out Course

• Renew items

• Check-In

  • Check-In Course

Marmot ILS 105: Introduction to Circulation V

Marmot ILS - Circulation

• Loan Rules

TBD

• Loan Rules

Marmot ILS 106: Search & Holds

Search & Holds

• Search / Holds - Basic Search

• Placing an Item Level Hold

• Placing a Bib/Title Level Hold

• Placing holds using Search/Holds and the patron account

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

40 minutes

• Basic Search

• Placing Item Level Hold

• Placing Bib/Title Level Hold

• Place holds using Search/Holds

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

Marmot ILS 107: Introduction to Resource Sharing

Resource Sharing

• Courier Best Practices

• Courier Codes

TBD

• Courier Best Practices

• Courier Codes

Marmot ILS 108: Introduction to INN-Reach

Inn-Reach

• Check-Out to Remote Site

• Return Unwanted Item

TBD

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

• Return Unwanted Item (INN-Reach)

Marmot ILS 110: Notices

Notices

• Instructions

TBD

• Sierra Notices

Marmot OPAC/Pika 120: Patron UX

Patron Facing/Patron UX

• Search and Search Results

• Viewing/Paying Fines

• Placing Holds

• Canceling Holds

• Patron Account Management

• Record View

• Modifying Holds

• 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

• Record Views

• Canceling Item Level Holds in Pika (OPAC)

• Freezing Holds - Patron Instructions

• Patron Account Overview and Management

Marmot ILS 201: Sierra Access

Marmot ILS:
General Sierra Issues

• Access the Sierra manual

• Sierra known issues

• Sierra installation

TBD

• Sierra Manual

• Sierra Known Issues

• Sierra Installation

Marmot ILS 203: Intermediate Circulation II

Marmot ILS - Circulation

• Loan Rule Determiner

TBD

• Loan Rule Determiner

Marmot ILS 206: Introduction to Delete Records

Delete Records

• Delete individual item/bib records

• Delete individual patron records

TBD

• Delete Item Records

• Delete a Patron Record

Marmot ILS 208: Intermediate Resource Sharing

Resource Sharing

• Patron Intiatied Holds (PIH) Best Practices

• PIH Functionality

TBD

• Patron Intiated Holds (PIH/PPH) Best Practices

• PIH Functionality

Marmot ILS 210: Introduction to Create Lists

Create Lists

• Creating a Search

• Exporting a search

• Sidebar information

• Editing or moving a search

• Saving a search to a local computer

• Emptying a Review file

1 hour

• Creating a Search

• Exporting a Search

• Sidebar (Saved Searches, Sorts, Lists, and Exports)

• Use Existing Search

• JSON

• Emptying a Review File

• Create Lists Self-paced Course

Marmot ILS 211: Inventory

Inventory

• Circa

• Sierra

TBD

• Circa Inventory Instructions

• Marmot's alternative process for Sierra Inventory

Marmot ILS 212: Intermediate INN-Reach

Inn-Reach

• Visiting Patron Check-Out

TBD

• Visiting Patron Check-Out (INN-Reach)

Marmot ILS 215: Intermediate Holds

Holds

• Holds Management

• High Demand Holds

• Clear Expired Holds

• Manage Holds

• High-Demand Holds Reports

Marmot OPAC/Pika 220: Patron UX

Patron Facing/Patron UX

• User Lists

• Patron Linking

• User List Guide

• Linked Accounts in the Catalog

Reports & Statistics 230

Reports & Statistics

• Manage

• Holds

• Prepare Overdues Report

• Student reports

• High-Demand Holds

• Custom Statistics and Reports (Tableau)

TBD

• Manage Holds

• Prepare Overdues Report

• Student Reports for Pika

• High-Demand Holds Reports

• Library Statistics

Shared eCollections 240

Shared eCollections

• New York Times

  • Patron Set up

• OverDrive

  • Patron Set up

• Wall Street Journal

  • Patron Set up

TBD

• NYT Patron access

• OverDrive Patron access

• WSJ Patron access

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 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 OPAC/Pika 322: Pika Handling

Pika Handling

• Grouping Logic

• Facet Logic

• Format Logic

• Catalog Enrichment Sources

TBD

• Grouping Categories

• Grouping Overview

• Available Facets

• Format Facet Logic

• Pika Catalog Enrichment Sources