Cataloger

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.

Cataloger is responsible for managing the catalog of materials at a library. Inputs data about materials into electronic catalog to ensure users can locate books, serials, films, or other documents. Or, Assist the director of library resources to ensure the physical and electronic library collection is balanced, equitable, relevant, and cataloged appropriately for the community needs.

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

Marmot Orientation 101

Orienting New Employees

Welcome to Marmot stuff (What is Marmot; brief history; vision/mission/values)
Introduction to Marmot staff
Overview of Marmot’s range of service programs
The importance of the Marmot Committees

TBD

Welcome to Marmot!

Marmot Staff

Marmot's Service Programs

Marmot Committees

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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

Search & Holds

Search / Holds - Basic Search
Placing an Item Level Hold
Placing a Bib/Title Level Hold
The difference between bib and item level holds

TBD

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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 Creating on the fly Item Records	TBD	Create Item on the Fly Record
Marmot ILS 204: Introduction to Record Structure	Record Structure Item Record Structure Fixed Fields Variable Fields Bib Record Structure Fixed Fields Variable Fields	TBD	Item Fixed Fields Item Variable Fields Bibliographic Fixed Fields Bibliographic Variable Fields
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 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 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
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 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 303: Cataloging	Catalog Sierra Setup for Cataloging Cataloging Standards Field Group Tags SkyRiver Setup Z39.50 Cataloging Deduping OCLC Setup SkyRiver 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 SkyRiver Install and 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 Batch changes to fixed fields: patrons	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 314: Course Reserves	Course Reserves Course Records	TBD	Course Reserves
Marmot OPAC/Pika 321: Pika Basic Admin User Features	Pika Basic Admin User Features Materials requests Cataloging (Merging and Unmerging)	TBD	Materials Request Materials Request Admin Management Using Materials Request in the Catalog Grouped Work Merging Records Not to Merge/Manual Ungrouping
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 323: Sideloading	Sideloading Sideloading instructions Sideloading information	TBD	Using Marmot FTP Server for Sideloaded MARC Sideloading Basics Sideloading Pros and Cons
Reports & Statistics 330	Reports & Statistics Google Analytics Sierra Circ 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

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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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