Serials Librarian

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.

Serials Librarian is responsible for processing all of the Library’s serials and continuing resource publications acquired by the Library. The Serials Librarian is responsible for receiving newly-acquired materials into the Library Integrated library system (ILS).

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

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 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	Claim Returned Offline Circulation	TBD	Claim Returned Offline Circulation
Marmot ILS 104: Introduction to Circulation IV	Marked Items Damaged & Mark Items Lost	TBD	Items Lost Items Damaged
Marmot ILS 105: Introduction to Circulation V	Marmot ILS - Circulation Loan Rules	TBD	Loan Rules
Marmot ILS 106: Search & Holds	Search / Holds - Basic Search Placing item level holds Placing bib/title level holds	TBD	Basic Search Item level hold Bib/Title level hold
Marmot OPAC/Pika 120: Patron UX	Search and view search results View/Pay fines Place holds Modify holds Cancel holds Review patron account Review full record display	1 hour	Search Methods in Pika Fines and E-Commerce Placing a Bib or Title Level Holds in Pika (OPAC) Placing an Item Level Holds in Pika (OPAC) Placing Holds with Linked Accounts Canceling Item Level Holds in Pika (OPAC) Freezing Holds - Patron Instructions

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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 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	Delete a Patron Record Copy a Patron Record 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 205: Introduction to 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 item/bib records Delete individual patron records	TBD	Delete Item Records Delete a Patron Record
Marmot ILS 207: Introduction to Cataloging	Attach an item to existing bib Editing an item record	TBD	Attach Item to Existing Bib Editing an item record
Marmot ILS 213: Introduction to Serials II	Serials Checkin Sierra Statistics Function	TBD	Serials Create an Item Record Statistics Function
Marmot OPAC/Pika 220: Patron UX	Create user lists Link patron accounts	30 minutes	User Lists Linked Accounts

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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 302: Intermediate Record Templates	Participants will learn how to: Use preferred templates Prompt for templates	TBD	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 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

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