Marmot Training Recordings
- Sierra Loan Rules and Loan Rule Determiner Walkthrough (04/27)
- The Loan Rules table is the core of what makes things check out in Sierra a certain way. Combined with the Loan Rule Determiner table these two are the primary drivers in circulation including resource sharing. Marmot Staff maintains the parameter tables for your sites. However, working knowledge of how the system works will empower staff to make better decisions about changes or additions to your existing loan rules as well as understanding why materials circulate a certain way.
- Trainer was Brandon Cole
- Recording
- Cataloging in Marmot (04/24)
- This session will go over the Marmot Cataloging Standards document. Including local subject headings, volume numbers, keeping records out of authority control, sharing MARC records, managing DVD sets, and book club kits. It is intended for catalogers new to working in Marmot, but all are welcome.
- Trainer was Lloyd Chittenden
- Recording
- Making Record Changes Using Rapid Update & Global Update (04/24)
- This training will show you how to use the Rapid Update function to add a message to a group of records. We will be using Global Update to remove the message from the same group of records. The Rapid Update function will be used to change the expiration date on patron records, as well as changing the status of item records. We will demonstrate how Rapid Update can be used to put the inventory date of records by scanning the barcodes of the individual items, as well as using a review file from Create Lists.
- Trainer was Tammy Poquette
- Recording
- Sierra Record Templates Overview Training (04/23)
- Discussion on how the loan rule table affects record templates. How changing the invalid text background helps with finding invalid or blank record template fields. This training will cover creating a new template; editing a template; deleting a template. The record template naming convention will also be discussed. How to add and remove templates from the Preferred & Other Template boxes. Discussion on different ways to prompt for templates using the New Records tab.
- Trainer was Tammy Poquette
- Recording
- Sierra Spring Clean-Up (04/20)
- Spring is a great time to clean out the clutter and reorganize. This also applies for Sierra as well. During this session, we will go over a number of reports built-in Tableau that are designed to help clean up some inconsistencies in your records.
- Trainer was Brandon Cole
- Recording
- Sierra Marcos (04/17)
- This session will look at what Sierra Macros can and can’t do. We will look at how to create them, including using the codes for various keystrokes and using groups of Macros for more complex operations. Also, how to add a pause in a macro and how to trigger a macro with a barcode scanner.
- Trainer was Lloyd Chittenden
- Recording
- Pika Lists and Social Media Sharing (04/17)
- This training will discuss how to easily build and share users lists from Pika to coincide with reading lists on your library’s website and help push curated content to your patrons. We’ll also discuss how to easily post content from Pika, both lists and titles, on your library’s social media sites to help engage your patrons with library holdings from the platforms they’re already using.
- Trainer was Ashley Sneesby
- Recording
- Sierra Global Update Basic Training (04/16)
- Participants attending this training should have previous knowledge and experience using Create Lists. One learning objective is a better understanding of the fixed and variable fields located in the bibliographic, item and patron records. Another learning objective is how to use the fixed and variable field toggles to view record information in a review file. Participants will be shown how to use the Command Choice of change fixed-length fields to change item record status as well as the patron expiration date.
- Trainer was Tammy Poquette
- Recording
- Sierra Circulation Function Basic Training II (04/15)
- This training is designed to provide library staff with a basic understanding of how to create a patron record, edit a patron record, copy a patron record, merge patron records, search for patron records, and delete a patron record. Attendees will be given a brief overview of the preferred record templates and the importance of the prompting for templates feature.
- Trainer was Tammy Poquette
- Recording
- Sierra Circulation Function Basic Training I (04/15)
- This training is designed to provide library staff with a basic understanding of the Sierra Circulation Functions of Check Out (Circulation Desk), Renew (No Patron), Search/Holds, and Check In (No Patron). At the end of the training you should have a better understanding of how to check out items to patrons; how to change the item due date; how fines are displayed in a patron’s record; how to see holds on a patron’s account; how to renew an item without using the patron’s record; how to use the Search/Holds function to search for items, as well as viewing items that are on hold, or checked out to a patron; how to check-in items.
- Trainer was Tammy Poquette
- Recording
- Create Lists - Adding Barcodes to a Review File (04/13)
- To create a review file from a list of barcodes you will need to use the JSON feature in Create Lists. JSON stands for Javascript Object Notation and is based on a subset of the Javascript Programing Language. This training will show attendees where to find the documentation for this process. How to use Notepad ++ to add the needed formatting to work in JSON. Attendees will be shown how to export the review file of barcodes. How to compare the original list of barcodes to find any barcodes that may not have been imported into Sierra. Lastly, attendees will be shown how to look for missing barcodes using a review file in Create Lists.
- Trainer was Tammy Poquette
- Recording
- How Holds Work for Sierra (04/13)
- Ever wonder the process a hold takes in Sierra? Well, today is your lucky day. This presentation is a repeat from a popular presentation given at the 2015 MUG conference. We will be discussing the different settings that make holds function correctly. We will also discuss functionality in Sierra the makes function correctly. After this session participants will be able to apply the knowledge gained to ensure proper functionality of their holds.
- Trainer was Brandon Cole
- Recording
- Cataloging - Authority Work (04/10)
- Lloyd is considering joining the Mountain West NACO funnel for authority records. This would give us a mechanism to create authority records for local authors and any other name authority records we might need created or fixed. Anyone who wanted an authority record could work with Lloyd to gather the information we would need to send on to the funnel. We can use this meeting to discuss if this is worthwhile for Marmot, and how we could implement it.
- Trainer was Lloyd Chittenden
- Recording
- Pika Browse Categories (04/10)
- This training is designed to provide library staff with a better understanding of how to create, edit, and implement browse categories for Pika. Browse categories are the most visible way to push out curated content to users from the Pika homepage for libraries. By creating and maintaining relevant browse categories, library staff can make a larger impact on users visiting the library catalog and help patrons find desired materials quicker.
- Trainer is Ashley Sneesby
- Recording
- Sierra Create Lists Basic Training (04/09)
- This training is designed to provide library staff with a basic understanding of the Create Lists module in Sierra, which is command-based querying or filtering of the Sierra database to retrieve data. Create List review files can be created for patron records, item records, bibliographic records, order records, checkin records, checkin and card records, authority records, course reserve records, and invoice records. At the end of the training you should have a better understanding of where record information is stored and counted; the review file naming conventions for Marmot; the function of each button in Create Lists; how to start a review file search; how to export a review file search; how to use the Use Existing Search feature, and the how to use the JSON feature to save a search strategy.
- Trainer was Tammy Poquette
- Recording
- Pika List Widgets (04/08)
- This training is designed to provide library staff with a better understanding of how to create, edit, and implement list widgets for Pika. List widgets are the most visible way to push out curated catalog content to users from the library’s web page. By creating and maintaining relevant list widgets, library staff can make a larger impact on users visiting the library catalog and help patrons find desired materials quicker.
- Trainer was Ashley Sneesby
- Recording
- Google Analytics: Applying Analytics (04/08)
- Learn how to leverage analytics to create list widgets and browse categories that will engage patrons. During this session we will dig into search reports and use those reports to find popular topics, in demand titles, and niche titles and leverage Pika to put that information in front of the patron.
- Basic knowledge of creating list widgets and browse categories
- Trainer was Chris Froese
- Recording
- Google Analytics: Basics (04/6)
- A basic overview of Google Analytics reporting. Learn about dimensions and metrics, the difference between sessions and pageviews, and where to find key reports.
- Trainer was Chris Froese
- Recording
- OverDrive Marketplace Support Overview (04/06)
- Every OverDrive library staff can help their patrons using the OverDrive Support tab. This training will cover how to find the support form in Pika. We will be going over the Marmot support form and where to find it on the Marmot OverDrive site. Learn how to sign in to Marketplace to use the End-user support tabs, and how to submit a ticket. At the end of the training, you will be shown the permissions that are needed to be the OverDrive support person for your library.
- Trainer was Tammy Poquette
- Recording
- Load Profiles and Control Fields (04/03)
- This training will cover the functions of the load profiles we have available for Marmot members to use. We will also look at the capabilities of load profiles that could be used to create new loaders that people may need.
- Trainer is Lloyd Chittenden
- Recording
- Pika/Catalog/OPAC Basic Overview (04/03)
- Participants attending this training will be shown how the Browse the Catalog works. How to search the catalog. The item information such as More Info, More Like This, Also in this Series and Similar Series, Titles and Authors (from Novelist) will be shown. Attendees will be shown how to place a hold and check out an OverDrive item. This training will go over accessing account information using the My Account feature to show the checked out titles, titles on hold, reading history, fines, and messages, titles you rated & recommend for you, account settings and search history. As a bonus, attendees will be shown how to create a list and link patrons.
- Trainer was Tammy Poquette
- Recording
- Sierra Cataloging Basic Training (04/02)
- Participants attending this training will learn how to set up Sierra and Connexion or SkyRiver for cataloging. How to search for records to use in Sierra and how to attach items to them. How to find records in your bib utility and how to export them to Sierra. How to insert or overlay records. How to use a 949 control field to create an item record. Also, how to search with Z39.50 if there is interest. At the end of the training, you should have a better understanding of how to set up Sierra and your bib utility for cataloging and perform basic copy cataloging.
- Trainer was Lloyd Chittenden
- Recording
- Pika Admin Basic 101 (04/01)
- This training is designed to provide Pika Administrators at Marmot and Discovery Partner libraries with a deeper understanding of the administration of their library’s Pika site. Training will include a deep dive into the library system and library location configurations and how settings drive functionality in Pika. Special attention will be given to settings that relate specifically to Marmot member libraries in their use and administration of Pika.
- Trainer was Ashley Sneesby
- Recording
- Google Analytics: Applying Analytics (04/01)
- Learn how to leverage analytics to create list widgets and browse categories that will engage patrons. During this session we will dig into search reports and use those reports to find popular topics, in demand titles, and niche titles and leverage Pika to put that information in front of the patron.
- Basic knowledge of creating list widgets and browse categories
- Trainer was Chris Froese
- Recording
- Google Analytics: Applying Analytics (03/30)
- Learn how to leverage analytics to create list widgets and browse categories that will engage patrons. During this session we will dig into search reports and use those reports to find popular topics, in demand titles, and niche titles and leverage Pika to put that information in front of the patron.
- Basic knowledge of creating list widgets and browse categories
- Trainer was Chris Froese
- Recording
- Sierra Create Lists Basic Training (03/30)
- This training is designed to provide library staff with a basic understanding of the Create Lists module in Sierra, which is command-based querying or filtering of the Sierra database to retrieve data. Create List review files can be created for patron records, item records, bibliographic records, order records, checkin records, checkin and card records, authority records, course reserve records, and invoice records. At the end of the training you should have a better understanding of where record information is stored and counted; the review file naming conventions for Marmot; the function of each button in Create Lists; how to start a review file search; how to export a review file search; how to use the Use Existing Search feature, and the how to use the JSON feature to save a search strategy.
- Trainer was Tammy Poquette
- Recording
- Cataloging DVDs & BluRay Discs (03/27)
- This training will cover basic original cataloging of DVDs and BluRay Discs in Connexion using RDA and MARC21. We will look at the OLAC Best Practices Guide for Cataloging DVDs and Blu-Ray Discs and OLAC’s Video Language Coding Best Practices.
- Trainer was Lloyd Chittenden
- Recording
- Pika Browse Categories (03/27)
- This training is designed to provide library staff with a better understanding of how to create, edit, and implement browse categories for Pika. Browse categories are the most visible way to push out curated content to users from the Pika homepage for libraries. By creating and maintaining relevant browse categories, library staff can make a larger impact on users visiting the library catalog and help patrons find desired materials quicker.
- Trainer was Ashley Sneesby
- Recording
- Sierra Record Templates Overview Training (03/26)
- Discussion on how the loan rule table affects record templates. How changing the invalid text background helps with finding invalid or blank record template fields. This training will cover creating a new template; editing a template; deleting a template. The record template naming convention will also be discussed. How to add and remove templates from the Preferred & Other Template boxes. Discussion on different ways to prompt for templates using the New Records tab.
- Trainer was Tammy Poquette
- Recording
- Pika List Widgets (03/25)
- This training is designed to provide library staff with a better understanding of how to create, edit, and implement list widgets for Pika. List widgets are the most visible way to push out curated catalog content to users from the library’s web page. By creating and maintaining relevant list widgets, library staff can make a larger impact on users visiting the library catalog and help patrons find desired materials quicker.
- Trainer was Ashley Sneesby
- Recording
- Google Analytics: Basics (03/25)
- A basic overview of Google Analytics reporting. Learn about dimensions and metrics, the difference between sessions and pageviews, and where to find key reports.
- Trainer was Chris Froese
- Recording
- Google Analytics: Basics (03/23)
- A basic overview of Google Analytics reporting. Learn about dimensions and metrics, the difference between sessions and pageviews, and where to find key reports.
- Trainer was Chris Froese
- Recording
- Sierra Circulation Functions Basic Training (03/23)
- This training is designed to provide library staff with a basic understanding of the Sierra Circulation Functions of Check Out (Circulation Desk), Renew (No Patron), Search/Holds, and Check In (No Patron). At the end of the training you should have a better understanding of how to check out items to patrons; how to change the item due date; how fines are displayed in a patron’s record; how to see holds on a patron’s account; how to renew an item without using the patron’s record; how to use the Search/Holds function to search for items, as well as viewing items that are on hold, or checked out to a patron; how to check-in items.
- Trainer was Tammy Poquette
- Recording
- Cataloging Books (03/20)
- This training will cover basic original cataloging of books in Connexion using RDA and MARC21. We will look at the RDA Toolkit and OCLC Bib Formats and Standards. If you have examples of books that require original records, we can create records for them.
- Trainer was Lloyd Chittenden
- Recording
- Sierra Global Update Basic Training (03/19)
- Participants attending this training should have previous knowledge and experience using Create Lists. One learning objective is a better understanding of the fixed and variable fields located in the bibliographic, item and patron records. Another learning objective is how to use the fixed and variable field toggles to view record information in a review file. Participants will be shown how to use the Command Choice of change fixed-length fields to change item record status as well as the patron expiration date.
- Trainer was Tammy Poquette
- Recording
- Pika/Catalog/OPAC Basic Overview (03/19)
- Participants attending this training will be shown how the Browse the Catalog works. How to search the catalog. The item information such as More Info, More Like This, Also in this Series and Similar Series, Titles and Authors (from Novelist) will be shown. Attendees will be shown how to place a hold and check out an OverDrive item. This training will go over accessing account information using the My Account feature to show the checked out titles, titles on hold, reading history, fines, and messages, titles you rated & recommend for you, account settings and search history. As a bonus, attendees will be shown how to create a list and link patrons.
- Trainer was Tammy Poquette
- Recording
