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

CULINM402A Mapping and Delivery Guide
Use integrated library management systems

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CULINM402A - Use integrated library management systems
Description This unit describes the performance outcomes, skills and knowledge required to meet customer needs using integrated library management systems (ILMS).The unit requires the application of a basic understanding of the interrelated functions of an ILMS to use online catalogues, process loan transactions, and provide circulation and lending services to customers.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to individuals working in frontline information services roles in libraries.Work is undertaken under supervision, within established policies and procedures.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites Not applicable.
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: Create records in the ILMS
  • Develop an understanding of the basic functions of an ILMS, including the interrelation of different modules
  • Register new borrowers on to the automated circulation system according to organisational and system guidelines
  • Process an acquisition by creating a record in the acquisition module
  • Generate an interlibrary loan request by creating a request through the ILMS
       
Element: Provide customer support in relation to circulation and lending
  • Provide current and accurate information to customers in relation to circulation and lending policies and procedures, including self-service systems
  • Process loan and return transactions according to organisational policies and procedures, including security procedures
  • Follow safe work practices when performing circulation and lending services
  • Manage competing demands for services according to customer service standards
  • Resolve customer enquiries and complaints within scope of own job role.
  • Refer complex customer queries and complaints to relevant personnel
  • Provide information on the range of services which may incur costs, including pre-paid services
  • Process financial transactions
       
Element: Use online catalogues to assist customers
  • Use basic search features of online catalogues to provide current and accurate information to customers
  • Use online catalogues to assist customers in locating information resources in library collections
  • Explain classification numbers and shelving location symbols or prefixes displayed on online catalogues to customers
       
Element: Maintain knowledge of ILMS trends and emerging technologies
  • Source information about current industry trends and emerging technologies in relation to ILMS
  • Provide information to colleagues in relation to add-on library automation software and hardware
       


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:

use ILMS to:

process loans and returns within required time constraints according to procedures

conduct basic online catalogue searches

assist customers to find information using ILMS functions

create records in the acquisitions module

generate interlibrary loans

maintain knowledge of trends and emerging technologies affecting ILMS.

Context of and specific resources for assessment

Assessment must ensure:

use of an ILMS for loan processing and catalogue use, acquisitions and interlibrary loans

interaction with others to reflect the customer service skills in this unit

access to relevant policy and procedures manuals and loan processing 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

direct observation of the candidate processing loan transactions, answering customer enquiries, conducting catalogue searches, and creating a record in the acquisitions and interlibrary loans modules

verbal or written questioning to assess knowledge of basic features of ILMS and associated security 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:

CUECOR03B Provide quality service to customers.


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.

Required skills

communication skills to:

provide effective customer service

refer complex customer enquiries to others

share information with colleagues

learning skills to maintain knowledge of trends and emerging technologies impacting on the ILMS

numeracy skills to:

handle cash transactions

process credit card and electronic funds transfer (EFT) transactions

calculate charges for pre-paid services

planning and organising skills to:

perform ILMS tasks in a logical sequence

research background information about ILMS

problem-solving skills to:

deal with competing demands

handle customer enquiries and complaints

self-management skills to:

follow workplace procedures

prioritise work tasks and meet deadlines

technology skills to:

use loan processing and other circulation systems

search online catalogues.

Required knowledge

basic functions of ILMS

interrelation of different modules in the ILMS

interrelation between different functions of an automated library management system, including cataloguing, circulation and acquisitions modules

basic features of online catalogues

basic features of automated circulation systems, including selfcharging systems and associated technologies

organisational policies and procedures in relation to:

lending

interlibrary loans

security

financial transactions

customer service

processing loans and returns

circulation services

safe work practices relating to using an ILMS.

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.

Basic functions may include:

automated acquisitions systems

automated cataloguing systems

automated circulation/lending services systems

automated interlibrary loans systems

automated serials systems

online public access catalogues (OPACs).

Interrelation of different modules may include:

bibliographic records in online catalogue linked to cataloguing database or module

interlibrary loans history linked to patron record in circulation

loan status linked from circulation module to online catalogue display

missing status linked from item record in circulation or cataloguing module to online catalogue display

on order or in process status linked from acquisitions module to online catalogue display

serials records and check-in history display in online catalogue.

Automated circulation systems may include:

borrower registration or patron records

generation of overdue notices and fines

loan of information resources

records of loan history by item and borrower

renewals

reservation of items on loan

return of information resources.

Circulation and lending policies and procedures may relate to:

charges for library services

damaged or missing items

disputes about returns

loan periods and their provisions

not-for-loan items

number and type of items that can be borrowed

overdue items and fines or replacement costs

restrictions on access to library services or materials

withdrawal of borrowing rights.

Self-service systems may include:

online renewals and reservations

self-check machines.

Security procedures may include:

data protection privacy

high demand items held in open or closed reserve

inspection of customers’ bags

location of resources in secure locations, such as behind front desk

location of shelving with resources in full view of staff

no bags or backpacks allowed in library, particularly school libraries

sensitising or desensitising magnetic security devices, such as magnetic strips or labels

using protective devices, covers or dummy cases

using security gates or systems

video monitoring.

Safe work practicesmay include:

ergonomic furniture or equipment

ergonomic workstations and customer service areas

exercise

recommended safe manual handling of information resources

recommended safe practices for lifting, bending and stretching

rest breaks

use of mechanical aids, such as:

lifting devices

trolleys.

Customer enquiries may be:

by email

by fax

by phone

facetoface

from library website

in writing.

Complaintsmay relate to:

damaged or lost items

disputed returns

loans

overdue items or fines

reservations.

Financial transactions may relate to:

booking or hire fee for rooms and facilities

interlibrary loan or document delivery charges

internet or computer use

overdue fines

payment of:

Australia Post invoices

council rates

utility bills

photocopying or printing charges

prepaid services cards purchased through auto teller machines

purchase of consumables, such as:

data storage devices (e.g. USBs)

overhead transparency sheets

replacement costs for lost or damaged items

reservation charges for items on loan

sale of library bags and printed publications.

Basic search features may include:

author

combined search

keyword

phrase

quick search

subject

title.

Add-on library automation software and hardware may include:

automated security systems

barcode readers

card printers

card laminators

content enrichment technologies, including:

images

links from catalogue/OPAC records to table of contents

notes

profiles

reviews

current and emerging web technologies

federated search engines

fully automated loans, returns and shelving systems

label printers

links to full text content from OPAC

mobile barcode terminals

other add-on software and hardware

receipt printers

radio frequency identification (RFID) technology

scanners.

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
Develop an understanding of the basic functions of an ILMS, including the interrelation of different modules 
Register new borrowers on to the automated circulation system according to organisational and system guidelines 
Process an acquisition by creating a record in the acquisition module 
Generate an interlibrary loan request by creating a request through the ILMS 
Provide current and accurate information to customers in relation to circulation and lending policies and procedures, including self-service systems 
Process loan and return transactions according to organisational policies and procedures, including security procedures 
Follow safe work practices when performing circulation and lending services 
Manage competing demands for services according to customer service standards 
Resolve customer enquiries and complaints within scope of own job role. 
Refer complex customer queries and complaints to relevant personnel 
Provide information on the range of services which may incur costs, including pre-paid services 
Process financial transactions 
Use basic search features of online catalogues to provide current and accurate information to customers 
Use online catalogues to assist customers in locating information resources in library collections 
Explain classification numbers and shelving location symbols or prefixes displayed on online catalogues to customers 
Source information about current industry trends and emerging technologies in relation to ILMS 
Provide information to colleagues in relation to add-on library automation software and hardware 

Forms

Assessment Cover Sheet

CULINM402A - Use integrated library management systems
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

CULINM402A - Use integrated library management systems

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: