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

CULINM503A Mapping and Delivery Guide
Use and monitor advanced functions of integrated library management systems

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency CULINM503A - Use and monitor advanced functions of integrated library management systems
Description This unit describes the performance outcomes, skills and knowledge required to use advanced functions of, and evaluate the functionality of, integrated library management systems (ILMS). The unit requires the analysis of interrelated functions of an ILMS, as well as the evaluation of systems and services.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to library technicians working in functional areas of libraries and people seeking work as library technicians.Individuals would work autonomously, within established policies and procedures. In some contexts, work may involve supervisory or team leader roles.
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: Extend expertise in the use of ILMS
  • Maintain currency of knowledge of the basic functions and interrelation of different modules of an integrated library management system
  • Research the enhanced functions of online catalogues, including web interfaces and applications
  • Provide information to customers regarding online catalogue and circulation systems
       
Element: Use advanced features of the ILMS to assist customers
  • Use advanced search features of online catalogues to locate information resources for customers
  • Use advanced circulation system functionality to resolve complex borrower problems and complaints
  • Provide information to customers regarding range of services that may incur costs
  • Process financial transactions and provide customers with information about pre-paid service transactions
  • Refer complex customer transactions to relevant personnel
       
Element: Use advanced ILMS functions for collection management
  • Order and receive library resources using the automated acquisitions systems and procedures
  • Create records using automated cataloguing systems and procedures
  • Create reports and statistical data with different modules
       
Element: Evaluate functionality of ILMS
  • Evaluate functions of an existing ILMS in relation to customer and organisational needs
  • Source information about current industry trends in relation to ILMS, including potential new systems, upgrades or add-ons
  • Consult with relevant personnel and make appropriate recommendations regarding improvements to ILMS
       


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 basic and advanced features of an ILMS

conduct basic and advanced online catalogue searches

provide information to customers in a courteous and helpful manner

source information regarding current industry trends in relation to ILMS

evaluate functionality of an ILMS and make recommendations regarding new systems, upgrades and add-ons.

Context of and specific resources for assessment

Assessment must ensure:

use of current industry systems and equipment

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

access to relevant organisational policies and procedures manuals.

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 or verified evidence of the candidate using basic and advanced features of an ILMS

verbal or written questioning to assess knowledge of basic and advanced features of ILMS

review of recommendations regarding new systems, upgrades and add-ons.

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:

BSBCUS501B Manage quality customer service.


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

analytical skills to evaluate ILMS functions

communication skills to:

consult with relevant personnel

provide effective customer service

initiative and enterprise skills to identify the potential of systems and upgrades to improve customer service and workplace procedures

learning skills to maintain currency of ILMS knowledge

numeracy skills to:

calculate charges for services

handle cash transactions

process credit card or electronic funds transfer (EFT) transactions

research skills to source information about existing systems and the need for potential new systems, upgrades or add-ons

self-management skills to:

follow workplace procedures

prioritise work tasks and meet deadlines

technology skills to use integrated library management systems and functions.

Required knowledge

basic operation of automated library management systems, including interrelation between cataloguing, circulation, online catalogue and acquisitions modules

basic and advanced features of automated library management systems, including customer self-service systems and associated technologies

relevant workplace policies and procedures in relation to lending and interlibrary loans

procedures for document delivery modules

procedures for handling money and security

best practice customer service policies and procedures

impact of relevant legislation on provision of library and information services.

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 and lending services systems

automated interlibrary loans systems

automated serials systems

online public access catalogues (OPACs).

Interrelation of different modules may include:

bibliographic records in OPAC linked to cataloguing database or module

bibliographic records linked to home library service

interlibrary loans history linked to patron record in circulation

loan status linked from circulation module to OPAC display

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

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

serials records and check-in history display in OPAC

use of modules to establish operating procedures and conditions throughout the ILMS, such as:

administration

management

parameters.

Integrated library management system may include:

acquisitions

administration and management, including:

bookings

customising system parameters

cataloguing

circulation

digital resource management

home library service

interlibrary loans

OPAC

patron records and files

report writer function

reserve room

serials.

Enhanced functionsmay include:

access to electronic databases

‘ask a librarian’ services

authentication for remote sign-on

federated search engines

links to enhanced content, such as:

publisher reviews

table of contents

links to the services of other library websites

links to other websites or services, such as free email

live chat sessions

resource linking from reference databases to full text resources

current and emerging web applications, such as social networking

web-based search engine linking with organisation's intranet.

Informationmay relate to:

classification numbers

interlibrary loans and document delivery services and systems

self-service systems, including:

online renewals and reservations

self-check machines

shelving location symbols or prefixes as displayed in online catalogues

statement of holdings.

Advanced search featuresmay include:

any combination of basic search features

exact phrases or proximity searching

limiting search by factors, such as:

collection

date range

geographical location

language

location

material type

number of records to be displayed

search by:

barcode

call number

International Standard Book Number (ISBN)

International Standard Serial Number (ISSN)

search by unique identifying numbers, such as:

accession number

order number

system record number

search across multiple databases using federated search engine

use of Boolean operators in search terms.

Advanced circulation system functionality may include:

financial management for payment of fees and other charges

generation of reports, including overdue items and fines from circulation database

reports of loan history by item or borrower

sending report and notices via email or SMS to customers

statistical and other data reports, including:

holdings data

loan statistics

shelf lists

web interfaces and other applications.

Servicesmay include:

consumables, such as:

library bags

USBs

faxing

internet or computer usage

laminating

pre-paid services cards

printing or photocopying

membership for special categories, such as general public using academic library.

Costs may relate to:

fines for overdue items

hire, such as:

equipment

facilities

room

replacement of lost library cards

replacement of missing or damaged items.

Financial transactions may relate to:

booking or hiring rooms or facilities

faxing

handling cash payments

interlibrary loan or document delivery

internet or computer use charges

overdue fines

payments, such as:

council rates

Australia Post invoices

utility bills

photocopying or printing charges

prepaid services cards purchased through auto teller machines

processing credit card or EFT transactions

purchase of consumables, such as:

overhead transparency sheets

data storage devices, such as USBs

replacement costs for lost or damaged items

reservation charges for items on loan

sale of library bags or printed publications

those performed by another section or department, such as the administration section in schools.

Automated acquisitions systems and procedures may include:

electronic data interchange (EDI) invoicing

electronic methods for despatching orders, such as:

email

EDI

financial/budget control in acquisitions database

functions performed in acquisitions module, such as:

ordering and invoicing

supplier files

interrelation with online catalogue, such as on order status display in OPAC

link to bibliographic records in cataloguing and OPAC databases.

Automated cataloguing systems and procedures may include:

links to acquisitions, circulation and online catalogue modules

overview of copy and original cataloguing

searching and downloading bibliographic records from external databases

shared cataloguing networks.

Modules may relate to:

home library service

interlibrary loans

learning systems

serials check-in.

New systems, upgrades or add-onsmay include:

automated security systems

barcode readers

card laminators

card printers

content enrichment technologies, including:

images

links from catalogue and OPAC records to table of contents

notes

profiles

reviews

current and emerging web technologies

federated search engines

fully automated loans, returns and shelving systems

implementing additional modules or upgrades to existing systems

label printers

links to full text content from cataloguing database or OPAC

mobile barcode terminals

receipt printers

radio frequency identification (RFID) technology

scanners

seamless interaction with external databases

systems that use open source applications

upgrading functionality of modules

upgrading versions of modules.

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
Maintain currency of knowledge of the basic functions and interrelation of different modules of an integrated library management system 
Research the enhanced functions of online catalogues, including web interfaces and applications 
Provide information to customers regarding online catalogue and circulation systems 
Use advanced search features of online catalogues to locate information resources for customers 
Use advanced circulation system functionality to resolve complex borrower problems and complaints 
Provide information to customers regarding range of services that may incur costs 
Process financial transactions and provide customers with information about pre-paid service transactions 
Refer complex customer transactions to relevant personnel 
Order and receive library resources using the automated acquisitions systems and procedures 
Create records using automated cataloguing systems and procedures 
Create reports and statistical data with different modules 
Evaluate functions of an existing ILMS in relation to customer and organisational needs 
Source information about current industry trends in relation to ILMS, including potential new systems, upgrades or add-ons 
Consult with relevant personnel and make appropriate recommendations regarding improvements to ILMS 

Forms

Assessment Cover Sheet

CULINM503A - Use and monitor advanced functions of 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

CULINM503A - Use and monitor advanced functions of 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: