Merlin Training

Circulation and Cataloging Resources

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PATRON SERVICES

Express Lane - Overview of the self-checkout product

Merlin Catalog - Overview of the Merlin catalog

Offline Circulation - A module for checking out when Sierra is down.

Circulation - An overview of the Sierra Circulation accounts

      Sierra Patron Codes - Codes used in patron records

      Managing Holds - Sierra modules for viewing and clearing holds 

  • View Outstanding Holds
  • Clear Expired Holds and Holdshelf
  • High Demand Holds
  • Managing Book Club Holds

      Procedures

  • Circulating WISCAT Interlibrary Loans
  • Daily Tasks
  • Holds in Sierra
  • Holds FAQ
  • Notices FAQ
  • Online Patron Registration
  • Patron Registration Handbook (pdf)
  • Training Manual (large pdf)
  • Training Guide (pdf)
  • Training Video Tutorials

      Standards - Merlin Circulation Policies and Practices

TECHNICAL SERVICES

Acquisitions - An optional product for automating the ordering of materials

  • Procedures (pdf)
  • Codes

Collection Inventory - A program with methods for conducting an inventory

Cataloging - An overview of Sierra cataloging

      Best Practices

      Codes

      Maintenance

      Procedures - An overview of Merlin Cooperative Cataloging

      Standards

  • Bib Record Standards
  • Item Record Standards
  • National Cataloging Standards
  • Merlin Cataloging Policy Updates (pdf)