Looking for Medical Library Assistant Templates to download? See the main templates that a Medical Library Assistant would use in their day-to-day work.
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Medical Library Assistant Templates
Contents
Medical Library Assistant Templates
There is a huge number of templates that someone in the Medical Library Assistant role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Medical Library Assistant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Acquisition Report
2. Interlibrary Loan Request Form
3. Library Usage Statistics Spreadsheet
4. Cataloging Template
5. Reference Request Log
6. Collection Development Plan
7. Library Newsletter Template
8. Staff Meeting Agenda
9. Library Budget Spreadsheet
10. Annual Report Template
Reports
Reports are often prepared by a Medical Library Assistant to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Acquisition Report
2. Circulation Statistics Report
3. Interlibrary Loan Report
4. Reference Services Report
5. Database Usage Report
6. Collection Development Report
7. User Satisfaction Survey Report
8. Cataloging and Classification Report
9. Serials Management Report
10. Budget Expenditure Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Medical Library Assistant does and how they do it.
1. Cataloging and Classification SOP
2. Interlibrary Loan SOP
3. Reference Services SOP
4. Collection Development SOP
5. Database Management SOP
6. User Training SOP
7. Preservation and Conservation SOP
8. Serials Management SOP
9. Acquisitions SOP
10. Digital Resources Management SOP
Presentations
Medical Library Assistant presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Library Statistics Report
2. New Acquisitions Showcase
3. Library Services Overview
4. Research Skills Workshop
5. Health Information Literacy Training
Legal Docs
There are several key times when a Medical Library Assistant needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Copyright Permission Request Form
2. Interlibrary Loan Agreement
3. Confidentiality Agreement
4. Donation Acceptance Form
5. Material Transfer Agreement
Health & Safety Templates
Health & Safety templates for a Medical Library Assistant ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Hazard Assessment Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Medical Library Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Meeting Calendar
2. Training and Workshop Calendar
3. Publication and Journal Release Calendar
4. Medical Conference and Event Calendar
5. Library Resources and Services Calendar
Invoice Templates
Several types of Medical Library Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Subscription Invoice
2. Interlibrary Loan Invoice
3. Document Delivery Invoice
4. Photocopying and Printing Invoice
5. Membership Dues Invoice
Survey Templates
For a Medical Library Assistant to get insights related to the work they do, they need to send out Medical Library Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. User Satisfaction Survey
2. Resource Evaluation Survey
3. Information Needs Assessment Survey
4. Library Services Feedback Survey
5. Collection Development Survey
Meeting Agendas
Having premade Medical Library Assistant meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Staff Meeting
2. Collection Development Meeting
3. Reference Services Meeting
4. Outreach and Marketing Meeting
5. Professional Development Meeting
Budget Templates
To manage finances well, a Medical Library Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Personnel Budget Template
3. Collection Development Budget Template
4. Equipment and Supplies Budget Template
5. Professional Development Budget Template
Dashboards
Dashboards are a useful way for a Medical Library Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Usage Dashboard
2. Resource Acquisition Dashboard
3. User Satisfaction Dashboard
4. Collection Analysis Dashboard
5. Interlibrary Loan Dashboard
Proposal Templates
For bidding or requesting work, a Medical Library Assistant needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Journal Subscription Proposal
2. Database Access Proposal
3. Interlibrary Loan Service Proposal
4. Library Equipment Upgrade Proposal
5. Staff Training and Development Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Medical Library Assistant templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
