Assessor Resource

BSBLIB202
Process information resource orders

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to determine, order and receive orders for information resources according to organisational acquisition procedures.

It applies to individuals undertaking straightforward administrative and organisational functions in a library or information services context, generally under supervision, within established procedures.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Determine ordering requirements

1.1 Search for and verify bibliographic details for requested information resources within required timeframes

1.2 Check availability and estimated cost of requested information resources

1.3 Select suppliers according to organisational guidelines

1.4 Check supplier performance to inform selection, and report performance problems to appropriate colleagues

2 Order information resources

2.1 Create and despatch order records according to organisational procedures

2.2 Prioritise urgent orders and action to expedite receipt

2.3 Check progress of orders and take appropriate followup action where necessary

2.4 Update records of ordered material to reflect changes in availability or price according to organisational procedure

2.5 Refer problems with processing orders to appropriate personnel as required

3 Receive information resources

3.1 Accept materials and complete checking processes against invoice and order details

3.2 Process invoices for payment or raise queries with suppliers

3.3 Follow organisational procedures when making claims to suppliers for missing, damaged or incorrect material

3.4 Record details of material received according to organisational procedures

3.5 Complete physical processing tasks for received items as required

3.6 Sort received items in priority order ready for cataloguing

3.7 Update relevant records and note irregularities

Evidence of the ability to:

accurately process orders for information resources

apply knowledge of bibliographic and catalogue record components to determine order requirements

process multiple orders for different types of resources

work within realistic industry time constraints.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain how to interpret organisational procedures, including systems for determining availability of resources

describe a range of available print and electronic information resources

describe typical ordering processes and systems used by information services providers.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the Library – Information Services field of work and include access to:

use of industry-current ordering systems and databases

access to relevant policies and procedures documents, including:

automated resource ordering systems

special purpose tools, equipment, materials

relevant industry software packages.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Determine ordering requirements

1.1 Search for and verify bibliographic details for requested information resources within required timeframes

1.2 Check availability and estimated cost of requested information resources

1.3 Select suppliers according to organisational guidelines

1.4 Check supplier performance to inform selection, and report performance problems to appropriate colleagues

2 Order information resources

2.1 Create and despatch order records according to organisational procedures

2.2 Prioritise urgent orders and action to expedite receipt

2.3 Check progress of orders and take appropriate followup action where necessary

2.4 Update records of ordered material to reflect changes in availability or price according to organisational procedure

2.5 Refer problems with processing orders to appropriate personnel as required

3 Receive information resources

3.1 Accept materials and complete checking processes against invoice and order details

3.2 Process invoices for payment or raise queries with suppliers

3.3 Follow organisational procedures when making claims to suppliers for missing, damaged or incorrect material

3.4 Record details of material received according to organisational procedures

3.5 Complete physical processing tasks for received items as required

3.6 Sort received items in priority order ready for cataloguing

3.7 Update relevant records and note irregularities

Evidence of the ability to:

accurately process orders for information resources

apply knowledge of bibliographic and catalogue record components to determine order requirements

process multiple orders for different types of resources

work within realistic industry time constraints.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

To complete the unit requirements safely and effectively, the individual must:

explain how to interpret organisational procedures, including systems for determining availability of resources

describe a range of available print and electronic information resources

describe typical ordering processes and systems used by information services providers.

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the Library – Information Services field of work and include access to:

use of industry-current ordering systems and databases

access to relevant policies and procedures documents, including:

automated resource ordering systems

special purpose tools, equipment, materials

relevant industry software packages.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Search for and verify bibliographic details for requested information resources within required timeframes 
Check availability and estimated cost of requested information resources 
Select suppliers according to organisational guidelines 
Check supplier performance to inform selection, and report performance problems to appropriate colleagues 
Create and despatch order records according to organisational procedures 
Prioritise urgent orders and action to expedite receipt 
Check progress of orders and take appropriate followup action where necessary 
Update records of ordered material to reflect changes in availability or price according to organisational procedure 
Refer problems with processing orders to appropriate personnel as required 
Accept materials and complete checking processes against invoice and order details 
Process invoices for payment or raise queries with suppliers 
Follow organisational procedures when making claims to suppliers for missing, damaged or incorrect material 
Record details of material received according to organisational procedures 
Complete physical processing tasks for received items as required 
Sort received items in priority order ready for cataloguing 
Update relevant records and note irregularities 

Forms

Assessment Cover Sheet

BSBLIB202 - Process information resource orders
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBLIB202 - Process information resource orders

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: