Collection 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 from each role.

Collection Manager is responsible for building a relevant, high-interest collection across formats, platforms and levels.

1 Essential Knowledge
2 Beginner/Basic Knowledge
3 Early/Intermediate Knowledge
4 Intermediate Knowledge

Essential Knowledge

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation

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

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation
Marmot ILS 106: Search & Holds	Basic Search Place item-level holds Differentiate between bib- and item-level holds Place holds using Search/Holds and the patron account	TBD	Basic Search Placing Item Level Hold Placing Bib/Title Level Hold Differences between Bibliographic or Title Level Holds and Item Level Holds Place holds using Search/Holds

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Early/Intermediate Knowledge

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation
Marmot ILS 204: Introduction to Record Structure	Item Record Structure Fixed Length Fields Variable Length Fields Bibliographic Record Structure Fixed Fields Variable Fields	TBD	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
Marmot ILS 210: Introduction to Create Lists	Basic Functionality Creating a Search Exporting a search Sidebar information Editing or moving a search Saving a search to a local computer Emptying a Review file	1 hour	Creating a Search Exporting a Search Sidebar (Saved Searches, Sorts, Lists, and Exports) Use Existing Search JSON feature Emptying a Review File Create Lists Self-paced Course
Marmot ILS 211: Inventory	Inventory Circa Sierra	TBD	Circa Inventory Instructions Marmot's alternative process for Sierra Inventory
Reports & Statistics 230	Reports & Statistics Clear Expired Holds & Holdshelf Manage Outstanding Holds Fines Paid Prepare Overdues Report Student reports Create Lists High-Demand Holds Custom Statistics and Reports (Tableau)	TBD	Clear Expired Holds and Holdshelf Report Manage Holds Fines Paid Function Prepare Overdues Report Student Reports for Pika Create Lists High-Demand Holds Reports Library Statistics
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

Training or Self-Paced Course	Topics Covered	Time Required	Related Documentation
Marmot ILS 301: Intermediate Record Structure	Order Record Structure Fixed Fields Variable Fields	TBD	Order Records Fixed-Length Fields Order Records Variable-Length Fields
Marmot ILS 302: Intermediate Record Templates	Preferred Templates Prompting for Templates	20 minutes	Preferred Templates Prompting for Templates
Marmot ILS 304: Collection Agency	Collection Agency Collection Agency Settings	TBD	Collection Agency Settings Collection Agency Exclusion Collections Agency Integration
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 OPAC/Pika 321: Pika Basic Admin User Features	Custom Cover Art	TBD	Reporting Incorrect Cover Art or Descriptions in Pika Uploading Custom Cover Art
Reports & Statistics 330	Google Analytics Sierra Circulation Activity Report Sierra Statistics Function	TBD	Google Analytics Basic Instructions Sierra Circulation Activity Reports Statistics Function

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