Circulation Desk Staff

 

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 106: Search & Holds

  • Place item-level holds

  • Differentiate between bib- and item-level holds

  • Place holds using Search/Holds and the patron account

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

Learning Outcomes

Time Required

Related Documentation

Training or Self-Paced Course

Learning Outcomes

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 215: Intermediate Holds

  • Clear Expired Holds and Holdshelf

TBD

Marmot OPAC/Pika 220: Patron UX

  • Create user lists

  • Link patron accounts

 

30 minutes

Shared eCollections 240

  • New York Times - Patron Set Up

  • Wall Street Journal - Patron Set Up

TBD

Reports & Statistics 230

  • Prepare Overdues Report

  • View Outstanding Holds

TBD

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