Acquisitions Technician

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.

Acquisitions Technician is responsible to help develop the vision and strategic goals for library print and electronic acquisitions and overall collection management.

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	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	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	TB	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 - 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

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	Participants will learn how to: Create Item on Fly Item Records Merge a Patron Record	1 hour	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	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 record templates Change fixed fields Item record templates Change fixed fields	30 minutes	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 213: Introduction to Serials II	Serials Checkin Sierra Statistics Function	TBD	Serials Create an Item Record Statistics Function
Marmot ILS 215: Intermediate Holds	High Demand Holds	TBD	High-Demand Holds Reports
Reports & Statistics 230	Reports & Statistics Manage Outstanding Create Lists	TBD	Manage Holds Create Lists

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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 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 Changes to Variable Fields in Item Records Change Item Status, Command Type Fields 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 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)

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