Branch 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.

Branch Manager is responsible for planning, organizing and performing activities related to the Library services and functions at a branch location; may supervise and train staff.

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: 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 ILS 107: Introduction to Resource Sharing	Courier best practices Courier codes PIH Best Practices Functionality	TBD	Courier Best Practices Courier Codes PIH/PPH Best Practices Functionality
Marmot ILS 108: Introduction to INN-Reach	Inn-Reach Check-Out to Remote Site Return Unwanted Item	TBD	Check-Out to Remote Site (INN-Reach) Return Unwanted Item (INN-Reach)
Marmot ILS 110: Notices	Notices		Sierra Notices Documentation
Marmot ILS 111: Introduction to Holds	Holds Clear Expired Holds and Holdself High Demand Holds Holds Progression	TBD	Clear Expired Holds High-Demand Holds Reports Holds Progression (Sierra)
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
Marmot ILS 201: Sierra Access	Participants will learn how to: Access the Sierra manual Sierra known issues Sierra installation	TBD	Sierra Manual Known Issues Sierra Installation
Device Management 201:Introduction to RFID	RFID Best Practices	TBD	RFID Best Practices
Marmot ILS 202: Intermediate Circulation I	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	Patron Record Structure Fixed Length Fields Variable Length Fields Item Record Structure Fixed Length Fields Variable Length Fields Bibliographic Record Structure Fixed Fields Variable Fields	TBD	Patron Fixed Fields Patron Variable Fields Item Fixed Fields Item Variable Fields Bibliographic Fixed Fields Bibliographic Variable Fields
Marmot ILS 205: Introduction to Record Templates	Patron record templates Change fixed fields Item record templates Change fixed fields	30 minutes	Record Templates
Marmot ILS 206: Introduction to Delete Records	Delete Records Delete individual patron records Delete individual item/bib records	TBD	Delete Records Function Delete Item Records
Marmot ILS 207: Introduction to Cataloging	Attach an item to existing bib Editing an item record - Catalog Function Editing a item record - Search/Holds Function	TBD	Attach Item to Existing Bib Editing Item Records - Catalog Function Editing an Item Record -Search/Hold Function
Marmot ILS 208: Intermediate Resource Sharing	Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) best practices Functionality		PIH/PPH Best Practices Functionality
Marmot ILS 209: Browse Query	Browse Query		Browse Query
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	Creating a Search Exporting Editing and Reusing a search Use Existing Search JSON Emptying a review file
Marmot ILS 211: Inventory	Circa Sierra	TBD	Circa Inventory Instructions Marmot's alternative process for Sierra Inventory
Marmot ILS 212: Intermediate INN-Reach	Visiting Patron Check-Out Prospector INN-Reach Reports	TBD	Visiting Patron Check-Out (INN-Reach) Common Prospector Issues Prospector Tips & Tricks (INN-Reach) Bibtemp File is Full Message (INN-Reach) Reports (INN-Reach) Title Report (INN-Reach)
Marmot ILS 214: Print Templates	Print Templates Billing Notices Courtesy Notices Due Slips Hold Pickup Holdself Slips INN-Reach Templates Overdue Notices Paging Slips Print Template Setup Spine Labels Transit Slips	TBD	Billing Notices Courtesy Notices Due Slip Hold Pickup Holdshelf Slip INN-Reach Paging Slips Overdue Notices Item Paging Slips Title Paging Slip How to Setup Print Templates for Notices Spine Labels Transit Slips
Marmot ILS 215: Intermediate Holds	Clear Expired Holds and Holdshelf	TBD	Clear Expired Holds
Marmot OPAC/Pika 220: Patron UX	Create user lists Link patron accounts	30 minutes	User Lists Linked Accounts
Shared eCollections 240	New York Times - Patron Set Up Wall Street Journal - Patron Set Up	TBD	NYT Patron Access WSJ Patron Access
Reports & Statistics 230	Prepare Overdues Report Manage Outstanding Holds	TBD	Prepare Overdues Report Manage Holds

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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 302: Intermediate Record Templates	Participants will learn how to: Use preferred templates Prompt for templates	TBD	Preferred templates Prompting for templates
Marmot ILS 307: Intermediate Create Lists	System generated files	TBD	System Generated Files
Marmot ILS 308: Global Update	Global Update Sorting and viewing review files Batch changes to variable fields Items Patrons	00:10:00 00:10:00 00:10:00	View Review File Information Change Item Status Change Patron Fixed Field Command Type Fields Changes to Variable Fields in Item Records
Marmot ILS 309: Rapid Update	Rapid Update Single Records Multiple Records	TBD	Rapid Update Update Single Record Update Multiple Records
Marmot ILS 312: Advanced INN-Reach	Reconciliation	TBD	Reconciliation Process (INN-Reach)

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