Technical Services 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.

Technical Services Manager is responsible for planning, scheduling and managing all aspects of the integrated library system (ILS),including testing and quality assurance, customization of staff and public interfaces and library staff training.

1 Essential Knowledge
2 Beginner/Basic Knowledge
3 Early/Intermediate Knowledge
4 Intermediate Knowledge
5 Expert 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 101: Introduction to Circulation I	Marmot ILS - Circulation Search for a Patron Record Check Out (Circulation Desk) Renew (No Patron) Check-In (No Patron)	TBD	Searching for Patron Records Check Out Renew (No Patron) Check-In
Marmot ILS 102: Introduction to Circulation II	Marmot ILS - Circulation Create a Patron Record Edit a Patron Record	TBD	Create a Patron Record Edit a Patron Record
Marmot ILS 103: Introduction to Circulation III	Marmot ILS - Circulation Claim Returned Offline Circulation	TBD	Claim Returned Offline Circulation
Marmot ILS 104: Introduction to Circulation IV	Marmot ILS - Circulation Mark Items Damaged Mark Items Lost	TBD	Mark Damaged Items Mark Lost Items
Marmot ILS 105: Introduction to Circulation V	Marmot ILS - Circulation Loan Rules	TBD	Loan Rules
Marmot ILS 106: Search & Holds	Search & Holds Search / Holds - Basic Search Placing an Item Level Hold Placing a Bib/Title Level Hold Placing holds using Search/Holds and the patron account Holds Procedure - The difference between bib and item level holds.	TBD	Basic Search Placing Item Level Hold Placing Bib/Title Level Hold Place holds using Search/Holds Differences between Bibliographic or Title Level Holds and Item Level Holds
Marmot ILS 107: Introduction to Resource Sharing	Resource Sharing Courier Best Practices Courier Codes	TBD	Courier Best Practices Courier Codes
Marmot ILS 110: Notices	Notices Instructions	TBD	Sierra Notices Documentation

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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 201: Sierra Access	General Sierra Issues Access the Sierra manual Sierra known issues Sierra installation	TBD	Sierra Manual Sierra Known Issues Sierra Installation
Marmot ILS 202: Intermediate Circulation I	Marmot ILS - Circulation Delete a Patron Record Copy a Patron Record Creating on the fly Item Records Merge a Patron Record	TBD	Delete a Patron Record Copy a Patron Record Create Item on the Fly Record 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	Record Structure Patron Record Structure Fixed Fields Variable Fields Item Record Structure Fixed Fields Variable 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	Record Templates Patron & Item	40:00 minutes	Record Templates
Marmot ILS 207: Introduction to Cataloging	Catalog Attach an item to existing bib Editing an item record	TBD	Attach an item to existing bib Editing an item record
Marmot ILS 206: Introduction to Delete Records	Delete Records Delete individual patron records Delete individual item records	TBD	Delete a Patron Record Delete Item Records
Marmot ILS 208: Intermediate Resource Sharing	Resource Sharing Patron Initiated Holds (PIH)/Patron Placed Holds (PPH) Best Practices PIH Functionality	TBD	PIH/PPH Best Practices PIH Functionality
Marmot ILS 209: Browse Query	Browse Query	TBD	Browse Query
Marmot ILS 211: Inventory	Inventory Circa Sierra	TBD	Circa Inventory Instructions Marmot's alternative process for Sierra Inventory
Marmot ILS 213: Introduction to Serials II	Serials Checkin Sierra Statistics Function	TBD	Serials Create an Item Record Statistics Function
Marmot ILS 214: Print Templates	Print Templates Spine Labels	TBD	Spine Labels
Marmot ILS 215: Intermediate Holds	Holds Holds Management High Demand Holds Clear Expired Holds & Holdshelf	TBD	Manage Holds High-Demand Holds Reports Clear Expired Holds and Holdshelf Report
Reports & Statistics 230	Reports & Statistics Clear Expired Holds & Holdshelf Create Lists Custom Statistics and Reports (Tableau) Fines Paid Manage Outstanding Holds Prepare Overdues Report Student reports High-Demand Holds	TBD	Clear Expired Holds and Holdshelf Report Create Lists Library Statistics Fines Paid Function Manage Holds Prepare Overdues Report Student Reports for Pika Clear Expired Holds and Holdshelf Report High-Demand Holds Reports
Shared eCollections 240	Shared eCollections New York Times: Patron Set Up OverDrive: Patron Set Up Wall Street Journal: Patron Set Up	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	Record Templates Bibliographic, Order & Serials Preferred templates Prompting for templates	TBD	Record Templates Preferred templates Prompting for templates
Marmot ILS 303: Cataloging	Catalog Sierra Setup for Cataloging Cataloging Standards Field Group Tags SkyRiver Setup Z39.50 Cataloging Deduping OCLC Setup	TBD	List of Training Documents for Catalog Setup Marmot Cataloging Standards Field Group Tags SkyRiver Install and Setup Z39.50 Cataloging Z39.50 Cataloging - Video Marmot Catalog Deduping Training OCLC Connexion Download, Logon, and Sierra Export Setup
Marmot ILS 304: Collection Agency	Collection Agency Collection Agency Settings	TBD	Collection Agency Settings Collection Agency Exclusion Collections Agency Integration
Marmot ILS 305: Intermediate Delete Records	Delete Records Delete records in a review file	TBD	Delete Records Function
Marmot ILS 307: Intermediate Create Lists	Create Lists Re-run functionality System Generated Files Importing barcodes	TBD	Re-run Existing Query or Edit Existing Query System Generated Files Importing Barcodes
Marmot ILS 308: Global Update	Global Update Viewing Review Files Batch changes to fixed fields: Items patrons Batch changes to variable fields Item	TBD	View Review File Information Change Item Status Change Patron Fixed Field Command Type Fields Changes to Variable Fields in Item Records
Marmot ILS 309: Rapid Update	Rapid Update Single Records Multiple Records	TBD	Rapid Update Update Single Record Update Multiple Records
Marmot ILS 310: Data Exchange	Data Exchange Control fields for item records Load profiles Control fields for bib records	TBD	949 Control Fields for items Load Profiles in Data Exchange 949 Control Fields for Bibs Data Exchange
Marmot ILS 313: Acquisitions	Acquisitions Funds Vendors Fiscal Close	TBD	Changing Appropriations in Funds Clearing Fund Activity Report Setting to allow use of Form Tool in Funds Vendor Z39.50 Database Settings Negative Encumbrances
Marmot ILS 315: Macros	Macros Sierra Macros	TBD	Creating Macros for Sierra Functions User Generated Macros (Sierra)
Marmot OPAC/Pika 322: Pika Handling	Pika Handling Grouping Logic Facet Logic Format Logic Catalog Enrichment Sources Custom Cover Art	TBD	Grouping Categories Grouping Overview Available Facets Format Facet Logic Pika Catalog Enrichment Sources Reporting Incorrect Cover Art or Descriptions in Pika Uploading Custom Cover Art
Marmot OPAC/Pika 324: Sierra and Pika Interactions	Sierra and Pika Interactions Export profile API key configuration UTF-8 encoding	TBD	Marmot Export Fields Creating and Editing Sierra API Access Keys UTF-8 Encoding for Sierra Export Profile for Pika
Reports & Statistics 330	Reports & Statistics Google Analytics Sierra Circulation Activity Report Sierra Statistics Function	TBD	Google Analytics Basic Instructions Sierra Circulation Activity Reports Statistics Function
Marmot Digital Archives 350	Marmot Digital Archive Entities People Places Events Organizations	TBD	Person Entities Place Entities Event Entities Organization Entities
Marmot Governance & Administration 360: Council	Marmot Governance & Administration Agenda/Minutes/Documents	TBD	Council Meeting Agendas, Documents, & Minutes
Marmot Governance & Administration 361: Marmot Executive Board	Marmot Executive Board Current Board/contact info/terms Agenda/Minutes/Documents Operational Plan 360 Evaluation Results	TBD	Current Executive Board Members Board Meeting Agendas, Documents, & Minutes Operational/Strategic Plan 360 Evaluation Results
Marmot Governance & Administration 362: Policy	Policies 3.2: ILS Service Level Policy 3.3: IT Service Level Policy 3.4: Pika Service Level Policy 3.5: Marmot Digital Archive Service Level Policy 3.6: Shared Electronic Collections Service Level Policy 3.7: Union Catalog Policy	TBD	Marmot Policies

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Expert Knowledge

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

Training or Self-Paced Course

Topics Covered

Time Required

Related Documentation

Marmot Digital Archives 450

Marmot Digital

Metadata Best Practices

DPLA Ingest
Sharing objects

TBD

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