Serials Technician

Owned by Tammy Poquette, created
Last updated: Jul 31, 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 Technician is responsible to work in one of four technical service areas: accessioning of new acquisitions, collections maintenance, serial bindery and preservation, and inventory management.

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

 

 

 

 

 

 

 

Top of page

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 106: Search & Holds

  • Search / Holds - Basic Search

  • Placing item level holds

  • Placing bib/title level holds

  • 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 207: Introduction to Cataloging

Catalog

  • Attach an item to existing bib

  • Editing

TBD

 

Marmot ILS 213: Introduction to Serials II

Serials

  • Checkin

  • Sierra Statistics Function

TBD

 

Marmot OPAC/Pika 220: Patron UX

  • Link patron accounts

 

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

Marmot ILS 302: Intermediate Record Templates

Record Templates

  • Preferred templates

TBD

 

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