Serials Librarian

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.

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).

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

 

 

 

 

 

 

 

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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

  • Placing item level holds

  • Placing bib/title level holds

  • Placing holds using Search/Holds and the patron account

  • Holds Procedure - The difference between bib and item level holds

TBD

 

 

 

 

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

  • Patron Account Management

 

1 hour

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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

 

 

Marmot ILS 203: Intermediate Circulation II

Marmot ILS - Circulation

  • Loan Rule Determiner

TBD

 

Marmot ILS 205: Introduction to Record Templates

  • Patron record templates

    • Change fixed fields

  • Item record templates

    • Change fixed fields

30 minutes

Marmot ILS 206: Introduction to Delete Records

Delete Records

  • Delete individual item/bib records

  • Delete individual patron records

TBD

 

 

Marmot ILS 207: Introduction to Cataloging 

  • Attach an item to existing bib

  • Editing an item record

TBD

Marmot ILS 213: Introduction to Serials II

Serials

  • Checkin

  • Sierra Statistics Function

TBD

 

Marmot OPAC/Pika 220: Patron UX

  • Create user lists

  • Link patron accounts

 

30 minutes

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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

Marmot ILS 303: Cataloging

Catalog

  • Sierra Setup for Cataloging

  • Cataloging Standards

  • Field Group Tags

  • SkyRiver Setup

  • Z39.50 Cataloging

  • Deduping

  • OCLC Setup

TBD

 

Marmot ILS 305: Intermediate Delete Records

Delete Records

  • Delete records in a review file

TBD

 

Marmot ILS 307: Intermediate Create Lists

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

    • Patrons

  • Batch changes to variable fields

    • Items

1 hour

 

 

 

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