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Pinnacle staff are here to support your library's growth. Whether you're looking to strengthen your searching skills, explore new reporting tools, or learn something new about Polaris, we've got you covered. Pinnacle offers engaging, customizable training sessions tailored to your library's needs.
Best of all... We'll come to you! We're happy to present at your library or connect virtually to make it even more convenient.
Not seeing exactly what you need? No problem - let us know what you're looking for, and we'll make it happen. Whenever you're ready, explore the sessions or send us a request!
Sample Training Topics
Pinnacle Overview
- Welcome to Pinnacle!
- Pinnacle Updates
Pinnacle Overview
Perfect for in-services or staff meetings, this session introduces the structure of Illinois libraries, Pinnacle services and staff, and key tools like LEAP, the Client, and the PAC. We'll also cover where to find essential info—like the intranet, knowledge base, and help desk. Sessions can be tailored to include reports, the strategic plan, or upcoming initiatives.
Reports in Pinnacle
- Reporting Platforms in Pinnacle
- Collection Development Reports
- Learning SimplyReports
- Reports in Technical Services
Reports in Pinnacle
Explore one or all three of Pinnacle's reporting tools in this hands-on session. We'll cover how each platform works, what reports are available, and how to make the most of them. Trainings can be tailored to specific departments and reporting needs for maximum relevance.
Record Sets
- Weeding Workflow
- Using Record Sets in Tech Services
- Using Record Sets in Circulation
- Record Sets & Collection Development
Record Sets
Learn how to create and manage bibliographic, item, and patron record sets—and how to use them for tasks like bulk updates, weeding, and more. This session can be tailored to reflect how record sets are used in your specific department or library.
Leap Training
- Customizing Leap
- Leap for Public Services
- Leap for Circulation
- Cataloging in Leap
Leap Training
This flexible session is tailored to your team's needs — whether you're just getting started with Leap or looking to refine advanced workflows. We'll focus on circulation, tech services, or public services based on your department, and customize content for beginner or experienced users alike.
Searching and Holds
- Searching and Holds for Public Services
- Using Filters While Searching
- Basic Searching and Holds for All Staff
Searching and Holds
This session covers everything from placing and managing holds—including multi-holds—to using filters for advanced searches. We'll explore how to customize the Find Tool and highlight best practices along the way. Department-specific examples make this training especially relevant to your team's workflow