Outreach Coordinator/Librarian

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 for each role.

Outreach Coordinator/Librarian is responsible for coordinating the equitable delivery of library services to all people through the development of programs, policies, practices, and behaviors which make the library available to all people.

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

Marmot Orientation 101

Orienting New Employees

Welcome to Marmot stuff (What is Marmot; brief history; vision/mission/values)
Introduction to Marmot staff
Overview of Marmot’s range of service programs
The importance of the Marmot Committees

TBD

Welcome to Marmot!

Marmot Staff

Marmot's Service Programs

Marmot Committees

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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	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 Place item-level holds Placing holds using Search/Holds and the patron account. Differentiate between bib- and item-level holds Holds Procedure	TBD	Search / Holds Basic Search Placing Item Level Hold Place holds using Search/Holds Differences between Bibliographic or Title Level Holds and Item Level Holds Holds Process Manage Holds Patron Placed Holds Pickup Locations Staff Placed Holds Resequencing a Hold Queue Transferring an Item Level Hold to a Bib Level Hold
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 Patron Account Management	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 Record Views Patron Account Overview and Management

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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
Network and WiFi 201: WiFi	Network and WiFi Device Wifi Connectivity/SSIDs	TBD	Network/Internet Issues
Marmot ILS 202: Intermediate Circulation I	Participants will learn how to: 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	Record Structure Patron Record Fixed Fields Variable	TBD	Patron Fixed Fields Patron Variable Fields
Marmot ILS 210: Introduction to Create Lists	Basic functionality	90 minutes	Creating a Search Exporting Editing and Reusing a search Use Existing Search JSON Emptying a review file
Marmot OPAC/Pika 220: Patron UX	Create user lists Link patron accounts	30 minutes	User Lists Linked Accounts
Shared eCollections 240	Shared eCollections New York Times Patron Set Up OverDrive Patron Set Up Wall Street Journal Patron Set up New York Times	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 307: Intermediate Create Lists	Re-run functionality System Generated Files Importing barcodes	TBD	Re-run Existing Query or Editing Existing Query System Generated Files Importing Barcodes

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