Library Finance 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.

The roles are meant to be general since library staff have more responsibilities than their job title states in the description and many library staff wear many hats. In order to get all the information needed for your library position, you may need to look at multiple roles. Please feel free to create your own more specific onboarding for your position from the documentation listed from each role.

Library Finance Manager coordinates all financial management activities for the Library in compliance with current regulations, policies, and generally accepted accounting principles.

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 

  • Search for a Patron Record

TBD

Marmot ILS 102: Introduction to Circulation II

  • Edit a Patron Record

TBD

Marmot ILS 110: Notices

  • Billing Notices

TBD

Marmot OPAC/Pika 120: Patron UX

  • Viewing/Paying Fines

TBD

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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 210: Introduction to Create Lists

 

 

  • Basic Functionality

1 hour

Reports & Statistics 230

  • Fines Paid

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 304: Collection Agency

Collection Agency

  • Collection Agency Settings

TBD

Marmot ILS 313: Acquistions

 

 

  • Funds

 

 

 

  • Vendors

  • Fiscal Close

 

Marmot Governance & Administration 363: Finances

Finances

  • Current Year Schedule of Fees

  • Previous Schedule of Fees

TBD

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