Branch Manager

This role page contains essential, basic, intermediate knowledge-based materials. If available, it may contain expert knowledge as well. Here is more about the levels. The beginning level for someone who has just been hired or someone who is moving into a different role within their current workplace. Next is the early/intermediate level. Next would be a truly intermediate stage and ultimately being an advanced user within a library.

Essential Knowledge

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Contacting Marmot 101

Participants will learn:

When to Contact Marmot
Emergency Topics/Issues
Information to have ready
Contact methods

TBD

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Beginner/Basic Knowledge

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation
Marmot ILS: Circulation 101	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: Circulation 102	Create patron Record Edit a patron Record Claim returned Offline circulation	TBD	Create a Patron Record Edit a Patron Record Claim Returned Offline Circulation
Marmto ILS: Circulation 103	Marked Items Damaged & Mark Items Lost	TBD	Items Lost Items Damaged
Marmto ILS: Circulation 104	Search / Holds - Basic Search Placing item level holds Placing bib/title level holds	TBD	Basic Search Item level hold Bib/Title level hold
Resource Sharing 101	Courier best practices Courier codes	TBD	Courier Best Practices Courier Codes
Pika: Patron Facing UX 101	Search and view search results View/Pay fines Place holds Modify holds Cancel holds Review patron account Review full record display	1 hour	Pika/Catalog/OPAC Basic Overview training

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Early/Intermediate Knowledge

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation
General Sierra Issues 201	Participants will learn how to: Access the Sierra manual Sierra known issues Sierra installation	TBD	Sierra Manual Known Issues Sierra Installation
Marmot ILS: Circulation 201	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: Holds 201	Clear Expired Holds and Holdshelf	TBD	Clear Expired Holds
Marmot ILS: Record Structure 201	Patron Record Fixed Length Fields Item Record Fixed Lenght Fields	TBD	Patron Fixed Fields Item Fixed Fields
Marmot ILS: Record Templates 201	Patron record templates Change fixed fields Item record templates Change fixed fields	30 minutes	Record Templates
Marmot ILS: Catalog 201	Attach an item to existing bib Create Item on Fly Item Records	TBD	Attach Item to Existing Bib Item on the Fly
Marmot ILS: INN-Reach 201	Prospector & Mobius INN-Reach Reports	TBD	Prospector Check-In Issues (INN-Reach) Prospector Tips & Tricks (INN-Reach) Bibtemp File is Full Message (INN-Reach) Reports (INN-Reach) Title Report (INN-Reach)
Marmot ILS: Create Lists 201	Basic functionality Browse Query	90 minutes	Creating a Search Exporting Editing and Reusing a search Use Existing Search JSON Emptying a review file Browse Query
Pika: Patron Facing UX 201	Create user lists Link patron accounts	30 minutes	User Lists Linked Accounts
eCollections 201	New York Times - Patron Set Up Wall Street Journal - Patron Set Up	TBD	NYT Patron Access WSJ Patron Access
Reports & Statistics 201	Prepare Overdues Report View Outstanding Holds	TBD	Prepare Overdues Report View Outstanding Holds
Resource Sharing 201	Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) best practices Functionality		PIH/PPH Best Practices Functionality