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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Identify description requirements
   • Identify scope and likely use of resources
   • Assess customer requirements and expectations, including special needs
   • Determine appropriate type and structure of descriptions
2. Analyse resources
   • Use analysis and description tools and standards, precedents and techniques appropriate to the nature of the resources, including indexes
   • Analyse subject content of resources to clearly distinguish significant information from minor references
   • Integrate established general concepts and principles of description and knowledge of relevant standards, authorities and legislations.
   • Ensure concepts derived from analysis of resources are appropriate in context of the subject field
3. Describe resources and format descriptions
   • Create descriptions that represent concepts appropriately and reflect the overall purpose and intended use of the description
   • Conform format of description to general conventions
   • Develop a reference structure of descriptors to display relationships to assist customers
   • Enhance description to meet identified customer needs
4. Review description practices and procedures
   • In consultation with colleagues, review description practices and procedures to ensure they take account of industry developments and meet customer needs
   • Take appropriate action within scope of individual responsibility to enhance description practices and procedures
   • Check descriptions regularly for internal consistency and compliance with established structure, rules and authorities

Performance Evidence

Evidence of the ability to:

use tools, standards and communication skills to analyse and describe resources appropriately and satisfy customer requirements

demonstrate use of current industry systems to analyse and describe a range of different resources.

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

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Knowledge Evidence

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

apply principles of subject access to a specific resource

demonstrate application of principles of thesauruses used in indexing

compare and contrast types of indexes and abstracts

demonstrate application of abstracting and indexing standards and methods, including descriptions and crossreferencing of access points and descriptors

describe methods for allocating major and minor descriptors to information resources

describe methods for matching reference structure to suit customer needs

describe methods for enhancing subject access through indexing

evaluate monitoring and review processes for indexes and abstracts.

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