Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBLIB201 Mapping and Delivery Guide
Assist with circulation services

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBLIB201 - Assist with circulation services
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to process loan transactions and respond to circulation and lending enquiries from customers.It applies to individuals working under supervision within established policies and procedures, in frontline library and information services roles.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

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:

current industry systems and equipment for processing loan and return transactions

an online catalogue

relevant policies and procedures regarding manual and automated loan processing systems

special purpose tools, equipment, materials and 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.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Provide information to customers
  • Provide current and accurate information to customers, using circulation and lending systems and procedures
  • Assist customers with basic enquiries
  • Develop own expertise in relation to information and use of self-service systems in libraries
  • Respond to customer enquiries promptly or refer to appropriate persons
       
Element: Process loan transactions
  • Check and process customer registration details according to organisational procedures
  • Complete transactions according to circulation services policies and procedures and customer service standards
  • Deal with competing demands for service tactfully and helpfully
  • Complete checking and processing of material according to organisational requirements
       
Element: Process financial transactions
  • Conduct financial transactions according to organisational procedures
  • Balance income to receipts
  • Note irregularities and take appropriate action promptly
       


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 Provide information to customers

1.1 Provide current and accurate information to customers, using circulation and lending systems and procedures

1.2 Assist customers with basic enquiries

1.3 Develop own expertise in relation to information and use of self-service systems in libraries

1.4 Respond to customer enquiries promptly or refer to appropriate persons

2 Process loan transactions

2.1 Check and process customer registration details according to organisational procedures

2.2 Complete transactions according to circulation services policies and procedures and customer service standards

2.3 Deal with competing demands for service tactfully and helpfully

2.4 Complete checking and processing of material according to organisational requirements

3 Process financial transactions

3.1 Conduct financial transactions according to organisational procedures

3.2 Balance income to receipts

3.3 Note irregularities and take appropriate action promptly

Evidence of the ability to:

apply knowledge of circulation services processing and procedures to complete several customer transactions and/or enquiries

process loans and returns within required time constraints and according to procedures

communicate courteously and effectively with customers.

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:

outline important features of circulation systems and technology in different industry contexts

describe relevant systems, policies and procedures for:

customer service

handling money and security

inter-library loans and lending

pre-paid services

describe key principles underpinning operation of manual and automated circulation systems, including self-service systems

discuss security protocols for:

clients

money

staff

theft

vandalism.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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 Provide information to customers

1.1 Provide current and accurate information to customers, using circulation and lending systems and procedures

1.2 Assist customers with basic enquiries

1.3 Develop own expertise in relation to information and use of self-service systems in libraries

1.4 Respond to customer enquiries promptly or refer to appropriate persons

2 Process loan transactions

2.1 Check and process customer registration details according to organisational procedures

2.2 Complete transactions according to circulation services policies and procedures and customer service standards

2.3 Deal with competing demands for service tactfully and helpfully

2.4 Complete checking and processing of material according to organisational requirements

3 Process financial transactions

3.1 Conduct financial transactions according to organisational procedures

3.2 Balance income to receipts

3.3 Note irregularities and take appropriate action promptly

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
Provide current and accurate information to customers, using circulation and lending systems and procedures 
Assist customers with basic enquiries 
Develop own expertise in relation to information and use of self-service systems in libraries 
Respond to customer enquiries promptly or refer to appropriate persons 
Check and process customer registration details according to organisational procedures 
Complete transactions according to circulation services policies and procedures and customer service standards 
Deal with competing demands for service tactfully and helpfully 
Complete checking and processing of material according to organisational requirements 
Conduct financial transactions according to organisational procedures 
Balance income to receipts 
Note irregularities and take appropriate action promptly 

Forms

Assessment Cover Sheet

BSBLIB201 - Assist with circulation services
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

BSBLIB201 - Assist with circulation services

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: