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wyoming state library > wyld technical support > members > committees > training > skills checklists

SKILLS: Reserves Skills Checklist

March 2016


Minimum Requirements

  1. Know the General Skills and be signed up for the appropriate distribution list (http://will.state.wy.us/wyld/email/).
  2. Charge and discharge reserve material.
  3. Change due date.
  4. Renew reserve material.
  5. Handle fines.
  6. Understand how reserve materials are displayed in the WYLDCAT interface.
  7. Search reserve room feature in WYLDCAT.
  8. Know how to access context sensitive online helps.
  9. Know when to contact the WYLD Office when other helps don't help.


Intermediate Requirements

  1. Understand basic function of reserve room wizards.
  2. Verify reserve desk session settings, library specific.
  3. Set the Checkout wizard properties to allow reserve material(s) charges.
  4. Understand reserve room status relationships, individual instructor/course records and reserve copy statuses.
  5. Create, edit and remove course information, instructor and reserve control record records.
  6. Create, maintain and remove temporary MARC bibliographic records for reserve desk and electronic reserve desk materials.
  7. Create, edit and link reserve item records.
  8. Understand how circ rules govern loan periods and fines for reserve materials.


Expert Requirements

  1. Change existing MARC bibliographic records to reserve status and return to regular circulation status when Reserve is no longer required.
  2. Recognize institution circ rules and correctly apply them to Reserve item(s).
  3. Utilize reports to update reserve information and statuses.
  4. Run usage and information reports and notices.
  5. Understand and manage reports using Reports Skills Checklist.
  6. Understand and manage reports using Director's Station Skills Checklist.
  7. Know how to use the SirsiDynix customer resources via the SD Support Center. Contact the WYLD Office for access.



All Checklists
acquisitions | cataloging | circulation | Director's Station | Enterprise Catalog | interlibrary loans | online resources (databases)
reports | reserves | searching Workflows | serials


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