Branch Manager

Owned by Tammy Poquette
Last updated: Mar 27, 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 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.

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

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 106: Search & Holds

  • Search / Holds - Basic Search

  • Placing item level holds

  • Placing bib/title level holds

TBD

Marmot ILS 107: Introduction to Resource Sharing

  • Courier best practices

  • Courier codes

TBD

Marmot ILS 111: Introduction to Holds

Holds

  • High Demand Holds

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

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

 

 

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

Marmot ILS 203: Intermediate Circulation II

Marmot ILS - Circulation

  • Loan Rule Determiner

TBD

 

Marmot ILS 204: Introduction to Record Structure

  • Patron Record Structure

    • Fixed Length Fields

  • Item Record Structure

    • Fixed Length Fields

    • Variable Length Fields

  • Bibliographic Record Structure

    • Fixed Fields

    • Variable Fields

TBD

 

 

Marmot ILS 205: Introduction to Record Templates

  • Patron record templates

    • Change fixed fields

  • Item record templates

    • Change fixed fields

30 minutes

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

Marmot ILS 208: Intermediate Resource Sharing

  • Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) best practices

  • Functionality

 

Marmot ILS 209: 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

Marmot ILS 212: Intermediate INN-Reach

 

  • Prospector

  • INN-Reach Reports

TBD

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

 

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

  • Manage Outstanding Holds

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 302: Intermediate Record Templates

Participants will learn how to:

  • Use preferred templates

  • Prompt for templates

TBD

Marmot ILS 307: Intermediate Create Lists

 

  • System generated files

TBD

Marmot ILS 309: Rapid Update

Rapid Update

  • Single Records

  • Multiple Records

TBD

Marmot ILS 312: Advanced INN-Reach

  • Reconciliation

TBD

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