Youth Services

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.

Youth Services is responsible for the Library’s youngest customers and their caregivers, plan and present diverse and innovative programs; provide reference and reader’s advisory services; and select and maintain collection materials.

1 Essential Knowledge
2 Beginner/Basic Knowledge
3 Early/Intermediate Knowledge
4 Intermediate Knowledge

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: 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	40 minutes	Basic Search Placing Item Level Hold Placing Bib/Title Level Hold
Marmot ILS 107: Introduction to Resource Sharing	Resource Sharing Courier Best Practices Courier Codes	TBD	Courier Best Practices Courier Codes
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	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

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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	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	TBD	Circa Inventory Instructions
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

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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 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

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