Interlibrary Loan/Resource Sharing Coordinator

Owned by Tammy Poquette, created
Last updated: Jul 31, 2024
3 min read

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.

Interlibrary Loan/Resource Sharing Coordinator is responsible for managing and coordinating the Interlibrary Loan (ILL) service for their library while training staff in the functions of borrowing and lending library materials, utilizing various software, systems, and Interlibrary Loan codes and processes, including copyright, to ensure the successful processing of materials.

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

 

 

 

 

 

 

 

 

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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

TBD

Marmot ILS 103: Introduction to Circulation III

  • Claim returned

  • Offline circulation

TBD

Marmot ILS 104: Introduction to Circulation IV

  • Marked Items Damaged & Mark Items Lost

TBD

Marmot ILS 105: Introduction to Circulation V

Marmot ILS - Circulation

  • Loan Rules

TBD

 

Marmot ILS 108: Introduction to INN-Reach

Inn-Reach

  • Check-Out to Remote Site

  • Return Unwanted Item

TBD

 

Marmot ILS 107: Introduction to Resource Sharing

Resource Sharing

  • Courier Best Practices

  • Courier Codes

TBD

 

 

Marmot ILS 110: Notices

Notices

  • Instructions

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

  • Patron Account Management

 

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 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

 

Marmot ILS 203: Intermediate Circulation II

Marmot ILS - Circulation

  • Loan Rule Determiner

TBD

 

Marmot ILS 204: Introduction to Record Structure

Record Structure

  • Item Record Structure

    • Fixed Fields

    • Variable Fields

  • Bibliographic Record Structure

    • Fixed Fields

    • Variable Fields

TBD

 

 

Marmot ILS 208: Intermediate Resource Sharing

Resource Sharing

  • Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) Best Practices

  • PIH Functionality

TBD

 

Marmot ILS 210: Introduction to Create Lists

 

Basic functionality

  • Creating a Search

  • Exporting a search

  • Sidebar information

  • Editing or moving a search

  • Saving a search to a local computer

  • Emptying a Review file

90 minutes

Marmot ILS 212: Intermediate INN-Reach

 

  • Visiting Patron Check-Out

  • Prospector

  • INN-Reach Reports

  •  

TBD

Marmot ILS 214: Print Templates

Print Templates

  • Hold Pickup

  • Holdself Slips

  • INN-Reach Templates

  • Paging Slips

  • Print Template Setup

  • Transit Slips

TBD

 

Marmot ILS 215: Intermediate Holds

  • Clear Expired Holds and Holdshelf

  • Holds Management

  • High Demand Holds

  • Holds Progression

TBD

 

 

 

Marmot OPAC/Pika 220: Patron UX

  • Create user lists

  • Link patron accounts

 

30 minutes

Reports & Statistics 230

  • Clear Expired Holds & Holdshelf

  • Manage Outstanding Holds

  • High-Demand Holds

TBD

 

 

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

 

 

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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

Create Lists

  • Re-run functionality

  • System Generated Files

  • Importing barcodes

TBD

 

Marmot ILS 312: Advanced INN-Reach

  • Reconciliation

TBD

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