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

• 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

105: Introduction to Circulation

V

Marmot ILS - Circulation

• Loan Rules

TBD

• Loan Rules

Marmot ILS 106: Search & Holds

• Search / Holds - Basic Search

• Placing item level holds

• Placing bib/title level holds

TBD

• Basic Search

• Item level hold

• Bib/Title level hold

Marmot ILS 107: Introduction to Resource Sharing

• Courier best practices

• Courier codes

TBD

• Courier Best Practices

• Courier Codes

Marmot ILS 111: Introduction to Holds

Holds

• High Demand Holds

TBD

• High-Demand Holds Reports

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

Marmot ILS 201: Sierra Access

Participants will learn how to:

• Access the Sierra manual

• Sierra known issues

• Sierra installation

TBD

• Sierra Manual

• Known Issues

• Sierra Installation

Marmot ILS 202: Intermediate Circulation I

• 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

Marmot ILS - Circulation

• Loan Rule Determiner

TBD

• Loan Rule Determiner

Marmot ILS 204: Introduction to Record Structure

• Patron Record Structure

  • Fixed Length Fields

• Item Record Structure

  • Fixed Length Fields

  • Variable Length Fields

• Bibliographic Record Structure

  • Fixed

• • Fields

  • Variable Fields

TBD

• Patron Fixed Fields

• Item Fixed Fields

• Item Variable Fields

• Bibliographic Fixed Fields

• Bibliographic Variable Fields

Marmot ILS 205: Introduction to Record Templates

• Patron record templates

  • Change fixed fields

• Item record templates

  • Change fixed fields

30 minutes

• Record Templates

Marmot ILS 207: Introduction to Cataloging

• Attach an item to existing bib

• Editing an item record - Catalog Function

• Editing a item record - Search/Holds Function

TBD

• Attach Item to Existing Bib

• Editing Item Records - Catalog Function

• Editing an Item Record -Search/Hold Function

Marmot ILS 208: Intermediate Resource Sharing

• Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) best practices

• Functionality

• PIH/PPH Best Practices

• Functionality

Marmot ILS 209: Browse Query

• Browse Query

• Browse Query

Marmot ILS 210: Introduction to Create Lists

Basic functionality

• Creating a Search

• Exporting a search

• Sidebar information

• Editing or moving a search

• Saving a search to a local computer

• Emptying a Review file

90 minutes

• Creating a Search

• Exporting

• Editing and Reusing a search

• Use Existing Search

• JSON

• Emptying a review file

Marmot ILS 212: Intermediate INN-Reach

• Prospector

• INN-Reach Reports

TBD

• Common Prospector

• Issues

• Prospector Tips & Tricks (INN-Reach)

• Bibtemp File is Full Message (INN-Reach)

• Reports (INN-Reach)

• Title Report (INN-Reach)

Marmot ILS

214: Print Templates

Print Templates

• Billing Notices

• Courtesy Notices

• Due Slips

• Hold Pickup

• Holdself Slips

• INN-Reach Templates

• Overdue Notices

• Paging Slips

• Print Template Setup

• Spine Labels

• Transit Slips

TBD

• Billing Notices

• Courtesy Notices

• Due Slip

• Hold Pickup

• Holdshelf Slip

• INN-Reach Paging Slips

• Overdue Notices

• Item Paging Slips

• Title Paging Slip

• How to Setup Print Templates for Notices

• Spine Labels

• Transit Slips

Marmot ILS 215: Intermediate Holds

• Clear Expired Holds and Holdshelf

TBD

• Clear Expired Holds

Marmot OPAC/Pika 220: Patron UX

• Create user lists

• Link patron accounts

30 minutes

• User Lists

• Linked Accounts

Shared eCollections 240

• New York Times - Patron Set Up

• Wall Street Journal - Patron Set Up

TBD

• NYT Patron Access

• WSJ Patron Access

Reports & Statistics 230

• Prepare Overdues Report

• Manage Outstanding Holds

TBD

• Prepare Overdues Report

• Manage Holds

Marmot ILS 302: Intermediate Record Templates

Participants will learn how to:

• Use preferred templates

• Prompt for templates

TBD

• Preferred templates

• Prompting for templates

Marmot ILS 307: Intermediate Create Lists

• System generated files

TBD

• System Generated Files

Marmot ILS 309: Rapid Update

Rapid Update

• Single Records

• Multiple Records

TBD

• Rapid Update

• Update Single Record

• Update Multiple Records

Marmot ILS 312: Advanced INN-Reach

• Reconciliation

TBD

• Reconciliation Process (INN-Reach)