eResource Manager

Owned by Tammy Poquette, created
Last updated: Sept 16, 2024
3 min read

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.

eResource Manager is responsible for managing serials, including ordering, receiving, and maintaining serials in electronic formats; for training, supervising, and evaluating employees. Or, Ensure the electronic library collection is balanced, equitable, relevant, and cataloged appropriately for the community needs.

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

Marmot ILS 102: Introduction to Circulation II

  • Create patron Record

  • Edit a patron Record

TBD

Marmot ILS 103: Introduction to Circulation III

  • Claim returned

  • Offline circulation

TBD

Marmot ILS 104: Introduction to Circulation IV

  • Marked Items Damaged & Mark Items Lost

TBD

Marmot ILS 105: Introduction to Circulation V

Marmot ILS - Circulation

  • Loan Rules

TBD

 

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

 

 

 

 

 

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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

Participants will learn how to:

  • Access the Sierra manual

  • Sierra known issues

  • Sierra installation

 

TBD

 

 

Marmot ILS 202: Intermediate Circulation I

Participants will learn how to:

  • Delete a Patron Record

  • Copy a Patron Record

  • Create Item on Fly Item Records

  • Merge a Patron Record

1 hour

 

Marmot ILS 203: Intermediate Circulation II

Marmot ILS - Circulation

  • Loan Rule Determiner

TBD

 

Marmot ILS 204: Introduction to Record Structure

  • Patron Record Structure

    • Fixed Fields

    • Variable Fields

  • Item Record Structure

    • Fixed Length Fields

    • Variable Length Fields

  • Bibliographic Record Structure

    • Fixed Fields

    • Variable Fields

TBD

 

 

 

 

 

Marmot ILS 205: Introduction to Record Templates

  • Patron record templates

    • Change fixed fields

  • Item record templates

    • Change fixed fields

30 minutes

Reports & Statistics 230

Reports & Statistics

  • Create Lists

TBD

 

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

 

 

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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

Network and WIFI 301: WIFI

Network and WIFI

  • Network and WIFI

TBD

 

Marmot ILS 301: Intermediate Record Structure

Order Record Structure

  • Fixed Fields

  • Variable Fields

TBD

 

Marmot ILS 302: Intermediate Record Templates

Participants will learn how to:

  • Use preferred templates

  • Prompt for templates

TBD

Marmot ILS 307: Intermediate Create Lists

  • Re-run functionality

  • System Generated Files

  • Importing barcodes

TBD

Marmot ILS 308: Global Update

Global Update

  • Viewing Review Files

  • Batch changes to fixed fields: Items

  • Batch changes to fixed fields: patrons

TBD

 

Marmot ILS 309: Rapid Update

Rapid Update

  • Single Records

  • Multiple Records

TBD

Marmot OPAC/Pika 323: Sideloading

Sideloading

  • Instructions

  • Information

TBD

Marmot Digital Archives 350

Marmot Digital Archive

Entities

  • People

  • Places

  • Events

  • Organizations

TBD

 

 

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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

 

 

  • DPLA Ingest

 

  • Sharing objects

TBD

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