Assessor Resource

CULINS202A
Process information resource orders

Assessment tool

Version 1.0
Issue Date: March 2024


This unit applies to individuals undertaking straightforward administrative and organisational functions in a library or information services context.

Work would generally be undertaken under supervision, within established procedures.

This unit describes the performance outcomes, skills and knowledge required to process orders for information resources according to organisational acquisition procedures.

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

Prerequisites

Not applicable.


Employability Skills

This unit contains employability skills.




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.

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

demonstrate accuracy in processing orders for information resources

apply knowledge of bibliographic and catalogue record components

process multiple orders for different types of resources

work within realistic industry time constraints.

Context of and specific resources for assessment

Assessment must ensure:

use of industry-current ordering systems and databases

access to:

relevant policy and procedures documents

automated resource ordering systems.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third-party workplace reports of onthejob performance

review of accuracy and completeness of orders completed by the candidate

verbal or written questioning to assess knowledge of automated resource ordering systems and procedures.

Assessment methods should closely reflect workplace demands and the needs of particular client groups (consider the requirements of different age groups, clients with English as a second language, clients with disabilities, remote library users, etc.).

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

ICAICT203A Operate application software packages.


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.

Required skills

communication skills to raise queries with suppliers

literacy skills to:

interpret and complete order documentation

complete checking processes

numeracy skills to:

interpret orders and invoices

calculate payments

complete order documentation

self-management skills to:

meet deadlines

seek expert assistance as required

complete work tasks in a logical sequence

teamwork skills to work collaboratively with others

technology skills to use:

business technology

industry-current ordering systems.

Required knowledge

organisational procedures, including systems for determining availability of resources

range of available print and electronic information resources

typical ordering processes and systems used by information services providers.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Bibliographic details may include:

author

edition

International Standard Book Number (ISBN)

International Standard Serial Number (ISSN)

publication details

title.

Information resources may include:

assistive technology devices

audiovisual formats, such as:

CDs

DVDs

datasets

digital images and files

e-books

e-journals

electronic databases

kits

material in English

material in a language other than English

monographs or serial publications

pictures

posters

print, such as:

books

newspapers

journals

serials.

Suppliers may be:

database providers

international

interstate

library suppliers

local bookstores or other retail outlets

publishers

specialist and online bookstores.

Supplier performance may relate to:

average supply time

compatibility of vendor systems and databases

cost

customised services

dedicated customer service representatives

discounts negotiated on behalf of library networks or consortia

electronic invoicing or serials checking, for example, electronic data interchange (EDI)

quality of service

range of available formats and materials

value added services, such as outsourcing of end processing or cataloguing.

Problemsmay relate to:

additional costs for supply of urgent orders

availability, such as:

out of print

out of stock

cost and availability of equipment, hardware or software required to access materials or formats

damaged goods or missing parts

incorrect or partial supply

insufficient funds

duplicate copies requested

inability to verify bibliographic details

items already held or already on order

methods for despatching orders, such as:

EDI ordering

email

fax

phone

sensitive or inappropriate material.

Checking processes may relate to:

binding

correct format

correct items

correct pagination

damaged goods or missing parts

illegible or blurred print

incorrect or partial supply

matching ISBN, author, title and edition

missing sections

supply of wrong items.

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 procedures 
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

CULINS202A - 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

CULINS202A - 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: