Public Desk 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

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

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot ILS 101: Introduction to Circulation I

Participants will learn how to:

  • Search for a patron record

  • Check out

  • Renew

  • Check in

1 hour

Marmot ILS 102: Introduction to Circulation II

  • Create patron Record

  • Edit a patron Record

  • Claim returned

  • Offline circulation

TBD

Marmot ILS 104: Introduction to Circulation IV

  • Marked Items Damaged & Mark Items Lost

TBD

Marmot ILS 106: Search & Holds

  • Search / Holds - Basic Search

  • Placing item level holds

  • Placing bib/title level holds

TBD

Marmot ILS 110: Notices

  • Notices

TBD

Marmot ILS 107: Introduction to Resource Sharing

  • Courier best practices

  • Courier codes

TBD

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

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Early/Intermediate Knowledge

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot ILS 201: Sierra Access

  • Access the Sierra manual

  • Sierra known issues

  • Sierra installation

TBD

Marmot ILS 202: Intermediate Circulation I

 

 

  • Delete a Patron Record

  • Copy a Patron Record

  • Merge a Patron Record

  • Create Item on Fly Item Records

TBD

Marmot ILS 209: Browse Query

  • Browse Query

TBD

Marmot ILS 215: Intermediate Holds

  • Clear Expired Holds and Holdshelf

TBD

Marmot ILS 204: Introduction to Record Structure

  • Patron Record Fixed Length Fields

  • Item Record Fixed Lenght Fields

TBD

Marmot ILS 205: Introduction to Record Templates

  • Patron record templates

    • Change fixed fields

  • Item record templates

    • Change fixed fields

30 minutes

Marmot ILS 208: Intermediate Resource Sharing

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

  • Functionality

TBD

Marmot ILS 206: Introduction to Delete Records

  • Delete Records

TBD

Marmot ILS 211: Inventory

  • Circa Inventory

TBD

Reports & Statistics 230

  • Student Reports

TBD

Marmot OPAC/Pika 220: Patron UX

  • Create user lists

  • Link patron accounts

 

30 minutes

Reports & Statistics 230

  • Clear Expired Holds & Holdshelf

  • View Outstanding Holds

  • Prepare Overdues Report

  • Fines Paid

  • Custom Statistics and Reports (Tableau)

TBD

 

 

 

Shared eCollections 240

  • New York Times - Patron Set Up

  • Wall Street Journal - Patron Set Up

  • OverDrive - Patron Set Up

TBD

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Intermediate Knowledge

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot ILS 302: Intermediate Record Templates

 

 

  • Preferred Templates

  • Prompting for Templates

20 minutes

Marmot ILS 314: Course Reserves

  • Course Records

TBD

Device Management 300: Intermediate Public Access Devices II

  • Public Access Device Security

TBD

Marmot OPAC/Pika 320: Pika Admin Configuration

  • Library System Settings

  • Library Location Settings

TBD

Marmot OPAC/Pika 321: Pika Basic Admin User Features

  • User Lists

 

 

 

 

  • Browse Categories

  • Materials Request

 

 

  • Widgets

  • Cataloging (Merging & Unmerging)

TBD

 

Marmot OPAC/Pika 322: Pika Handling

  • Grouping Logic

 

  • Facet Logic

  • Custom Cover Art

  • Catalog Enrichment Sources

TBD

Marmot OPAC/Pika 323: Sideloading

Sideloading

  • Instructions

  • Information

TBD

Marmot OPAC/Pika 324: Sierra and Pika Interactions

  • Export profile

  • UTF-8 encoding

  • API key configuration

TBD

Marmot OPAC/Pika 325: External Pika

  • Pika Search Box

  • Configuration for OPAC Machines

  • Google Analytics

TBD

Reports & Statistics 330

  • Sierra Circulation Activity Report

  • Sierra Statistics Function

TBD

Marmot Digitial Archives 350

Entities

  • People

  • Places

  • Events

  • Organizations

TBD

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Expert Knowledge

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot Digitial Archives 450

 

 

  • DPLA Ingest

 

  • Sharing objects

TBD

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