eResource Manager

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 for each role.

eResource Manager is responsible for managing serials, including ordering, receiving, and maintaining serials in electronic formats; for training, supervising, and evaluating employees. Or, Ensure the electronic library collection is balanced, equitable, relevant, and cataloged appropriately for the community needs.

Essential Knowledge

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
Marmot ILS 101: Introduction to Circulation I	Participants will learn how to: Search for a patron record Check out Renew Check in	1 hour	Searching for patron records Check Out Check Out Course Renew items Check-In Check-In Course
Marmot ILS 102: Introduction to Circulation II	Create patron Record Edit a patron Record	TBD	Create a Patron Record Edit a Patron Record
Marmot ILS 103: Introduction to Circulation III	Claim returned Offline circulation	TBD	Claim Returned Offline Circulation
Marmot ILS 104: Introduction to Circulation IV	Marked Items Damaged & Mark Items Lost	TBD	Items Lost Items Damaged
Marmot ILS 105: Introduction to Circulation V	Marmot ILS - Circulation Loan Rules	TBD	Loan Rules
Marmot ILS 106: Search & Holds	Search / Holds - Basic Search Place item-level holds Placing holds using Search/Holds and the patron account. Differentiate between bib- and item-level holds Holds Procedure	TBD	Search / Holds Basic Search Placing Item Level Hold Place holds using Search/Holds Differences between Bibliographic or Title Level Holds and Item Level Holds Holds Process Manage Holds Patron Placed Holds Pickup Locations Staff Placed Holds Resequencing a Hold Queue Transferring an Item Level Hold to a Bib Level Hold

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Early/Intermediate Knowledge

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	Sierra Manual Known Issues Sierra Installation
Marmot ILS 202: Intermediate Circulation I	Participants will learn how to: Delete a Patron Record Copy a Patron Record Create Item on Fly Item Records Merge a Patron Record	1 hour	Delete a Patron Record Copy a Patron Record Item on the Fly for Item records Merge a Patron Record
Marmot ILS 203: Intermediate Circulation II	Marmot ILS - Circulation Loan Rule Determiner	TBD	Loan Rule Determiner
Marmot ILS 204: Introduction to Record Structure	Patron Record Structure Fixed Fields Variable Fields Item Record Structure Fixed Length Fields Variable Length Fields Bibliographic Record Structure Fixed Fields Variable Fields	TBD	Patron Fixed Fields Patron Variable Fields Item Fixed Fields Item Variable Fields Bibliographic Fixed Fields Bibliographic Variable Fields
Marmot ILS 205: Introduction to Record Templates	Patron record templates Change fixed fields Item record templates Change fixed fields	30 minutes	Record Templates
Reports & Statistics 230	Reports & Statistics Create Lists	TBD	Create Lists
Shared eCollections 240	Shared eCollections New York Times Patron Set Up OverDrive Patron Set Up Wall Street Journal Patron Set up New York Times	TBD	NYT Patron access OverDrive Patron access WSJ Patron access

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Intermediate Knowledge

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation
Network and WIFI 301: WIFI	Network and WIFI Network and WIFI	TBD	Network/Internet Issues
Marmot ILS 302: Intermediate Record Templates	Participants will learn how to: Use preferred templates Prompt for templates	TBD	Preferred templates Prompting for templates
Marmot ILS 307: Intermediate Create Lists	Re-run functionality System Generated Files Importing barcodes	TBD	Re-run Existing Query or Editing Existing Query System Generated Files Importing Barcodes
Marmot ILS 308: Global Update	Global Update Viewing Review Files Batch changes to fixed fields: Items Batch changes to fixed fields: patrons	TBD	View Review File Information Change Item Status Change Patron Fixed Field Command Type Fields
Marmot ILS 309: Rapid Update	Rapid Update Single Records Multiple Records	TBD	Rapid Update Update Single Record Update Multiple Records
Marmot OPAC/Pika 323: Sideloading	Sideloading Instructions Information	TBD	Using Marmot FTP Server for Sideloaded MARC Sideloading Basics Sideloading Pros and Cons
Marmot Digital Archives 350	Marmot Digital Archive Entities People Places Events Organizations	TBD	Person Entities Place Entities Event Entities Organization Entities

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Expert Knowledge

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot Digital Archives 450

DPLA Ingest

Sharing objects

TBD

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