Copy Cataloger

This role page contains essential, basic, and intermediate knowledge-based materials. If available, it may contain expert knowledge as well. Here is more about the levels. The beginning level is 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.

Copy Cataloger will import and maintain the bibliographic records in the integrated library system (ILS) software. Create item records, catalog & classify materials for the library.

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 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	TBD	Mark Damaged Items
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
Marmot ILS 107: Introduction to Resource Sharing	Resource Sharing Courier Best Practices Courier Codes	TBD	Courier Best Practices Courier Codes

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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	Marmot ILS - General Sierra Issues Access the Sierra manual Sierra known issues Sierra installation Sierra Login Configuration and Customization	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	1 hour	Record Templates
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 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 Browse Query	TBD	Browse Query
Marmot ILS 214: Print Templates	Print Templates Spine Labels	TBD	Spine Labels

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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 Preferred templates Prompting for templates Order Serials	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 SkyRiver Setup	TBD	Cataloging 949 control field for bib record settings Cataloging 949 control field to attach items Cataloging Record View Properties Cataloging - OCLC Connexion Download, Logon, and Sierra Export Setup Cataloging - Sierra Multi Window Mode Cataloging - Sierra Preference to Change Font Size Sierra Bibliographic Indexing Rules Sierra Change Compact View (MLN1) 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 Patrons	1 hour	View Review File Information Change Item Status, Command Type Fields 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 Data Exchange Control fields for item records Load profiles Control fields for bib records	TBD	Data Exchange 949 Control Fields for items Load Profiles in Data Exchange 949 Control Fields for Bibs
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 321: Pika Basic Admin User Features	Pika Basic Admin User Features Materials requests Cataloging (Merging and Unmerging) Custom Cover Art	TBD	Materials Request Materials Request Admin Management Using Materials Request in the Catalog Grouped Work Merging Records Not to Merge/Manual Ungrouping Reporting Incorrect Cover Art or Descriptions in Pika Uploading Custom Cover Art
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

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