Elements and Performance Criteria

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.

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.