CULLB506C
Catalogue and classify material

This unit describes the performance outcomes, skills and knowledge required to analyse, catalogue and classify material to facilitate customer access. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

Application

This unit applies to information services professionals with highly developed technical skills and knowledge. The unit focuses on subject cataloguing and requires a sound understanding of bibliographic organisation methods and the ability to use interpretation and judgement to deviate from precedents where necessary.

A library technician working autonomously would generally undertake this role.


Prerequisites

Nil


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1

Analyse content and format of material

1.1

Undertake appropriate checking of material in accordance with organisational procedures

1.2

Analyse subject content of material to reflect knowledge of general concepts and principles of bibliographic control, relevant standards and customer needs

1.3

Ensure analysis is suited to the needs of the organisation and its customer group/s

1.4

Determine priority of material to be catalogued/classified, identify urgent cataloguing/classification and take appropriate action promptly

2

Catalogue material

2.1

Create accurate records according to the standards, precedents and techniques adopted by the organisation and in accordance with industry standards

2.2

Select, evaluate and adapt precedents to meet specified needs

2.3

Ensure cataloguing reflects knowledge of, and meets, specified customer needs

2.4

Ensure choice of subject headings reflects content of material, knowledge of structure of chosen thesaurus, authorities, appropriate cataloguing tools and standards

2.5

Construct headings for more access points using standards and authorities lists

2.6

Format description in a standard way to enable easy identification of elements within the record

2.7

Take a systematic approach to material for which there are no precedents, or other complex material, and approach is reasonable given the nature of the material, and/or refer appropriately

2.8

Ensure cataloguing reflects awareness of changes in relevant cataloguing systems, tools and standards

3

Classify material

3.1

Use classification systems to reflect knowledge of their principles of organisation

3.2

Ensure choice of classification number reflects understanding of subject content and correct application of classification system

3.3

Use standard shelf-listing techniques correctly

3.4

Ensure classification enables customers and staff to locate material readily

4

Contribute to maintenance and development of cataloguing practices

4.1

Monitor work of self and others, and take appropriate action to enhance cataloguing consistency and quality

4.2

Monitor cataloguing system operation and take appropriate action to address problems

4.3

Create and/or maintain accurate records of materials/holdings in accordance with relevant national and organisational procedures

4.4

Ensure cataloguing systems reflect awareness of changes affecting relevant national and local networks and systems

4.5

Make constructive contributions to computer system selection, design, evaluation and implementation, in relation to cataloguing

Required Skills

Required skills

problem-solving skills to identify and respond to challenges in cataloguing systems

critical thinking skills to make judgements about the appropriate use of systems based on a range of different factors

planning and organisational skills to coordinate and monitor cataloguing processes

literacy skills to analyse complex information materials and to work with cataloguing concepts and standards at a detailed level

numeracy skills to work with classification systems.

Required knowledge

commonly used cataloguing tools

latest edition classification schemes

subject access and control, including subject headings lists, thesauri and authority control procedures

authority systems and files

common automated cataloguing modules

catalogue maintenance principles and activities

ways of modifying and upgrading records to suit customer needs, including additional access points and the establishment of new authorities

precedents and their use to inform cataloguing of complex materials

national/international cataloguing standards

copyright, moral rights and intellectual property issues and legislation that impact on cataloguing practices.

Evidence Required

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.

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

Evidence of the following is essential:

demonstrated accuracy and organisational abilities

demonstrated skill in subject analysis

sound knowledge of bibliographic and catalogue record components

sound knowledge and understanding of cataloguing conventions

practical demonstration of skills using current industry cataloguing systems.

Context of and specific resources for assessment

Assessment must ensure:

assessment conducted over a period of time to reflect the monitoring and implementation aspects of this unit

access to strategic plans and relevant policies and procedures manuals

access to current industry cataloguing and classification tools.

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 on-the-job performance by the candidate

review of examples of cataloguing work, including original cataloguing, modification of records

review of examples of authority file creation and maintenance.

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

CULLB505C Analyse and describe information materials.


Range Statement

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.

Checking of material may include:

checking of other information provider catalogues via the internet for existing record or close copy

Material to be catalogued/classified may include:

books, journals

audio-visual items, CD-ROMs

music

maps

toys

games

material in English or languages other than English

unpublished material, e.g. manuscripts

computer files and software

electronic documents and journals

network resources or microfilms

Cataloguing/classification:

will include original cataloguing

may include copy-based cataloguing where an existing record exists but requires original subject cataloguing or considerable modification

Appropriate action to maintain and develop cataloguing practices may include:

establishment of authority files for new headings that are devised

adding and deleting data in authority files

checking name and subject authorities added to database for errors and cross-referencing

Cataloguing tools may include:

Library of Congress rule interpretations

Kinetica data entry manuals for different formats

USMARC/Metadata coding manuals

Library of Congress Name Authorities

Serials in Australian Libraries on CD-ROM

various gazetteers and other reference sources for name verification

Cataloguing systems, tools and standards will be limited to the major ones used by the library and may include:

AACR2, LCSH

Dewey

LC

SEARS

SCIS Subject Headings

UDC

MOYES

Cutter Sanborn

In manual indexes, entries may be ordered:

alphabetically

numerically

alphanumerically

taxonomically

chronologically

according to traditional rules or conventions


Sectors

Not applicable.


Competency Field

Information Organisation and Management


Employability Skills

The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary for the qualification in which this unit of competency is packaged, will assist in identifying Employability Skills requirements.


Licensing Information

Not applicable.