Unit of competency Outline
Date retreived
22/07/2026 8:29 AM AWST
22/07/2026 8:29 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Use integrated library management systems
Use integrated library management systems
Unit of competency
National Code
CULINM402A
CULINM402A
State Code
D9421
D9421
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
23/01/2013
Field of Education
091301 - Librarianship And Information Management
Original Release Date
23/01/2013
Nominal Hours
30
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.
Notes
Elements and Performance Criteria
1. Create records in the ILMS
- 1.1 Develop an understanding of the basic functions of an ILMS, including the interrelation of different modules
- 1.2 Register new borrowers on to the automated circulation system according to organisational and system guidelines
- 1.3 Process an acquisition by creating a record in the acquisition module
- 1.4 Generate an interlibrary loan request by creating a request through the ILMS
2. Provide customer support in relation to circulation and lending
- 2.1 Provide current and accurate information to customers in relation to circulation and lending policies and procedures, including self-service systems
- 2.2 Process loan and return transactions according to organisational policies and procedures, including security procedures
- 2.3 Follow safe work practices when performing circulation and lending services
- 2.4 Manage competing demands for services according to customer service standards
- 2.5 Resolve customer enquiries and complaints within scope of own job role.
- 2.6 Refer complex customer queries and complaints to relevant personnel
- 2.7 Provide information on the range of services which may incur costs, including pre-paid services
- 2.8 Process financial transactions
3. Use online catalogues to assist customers
- 3.1 Use basic search features of online catalogues to provide current and accurate information to customers
- 3.2 Use online catalogues to assist customers in locating information resources in library collections
- 3.3 Explain classification numbers and shelving location symbols or prefixes displayed on online catalogues to customers
4. Maintain knowledge of ILMS trends and emerging technologies
- 4.1 Source information about current industry trends and emerging technologies in relation to ILMS
- 4.2 Provide information to colleagues in relation to add-on library automation software and hardware
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.
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.
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.
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.
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWG11 | BSBLIB404 | Use integrated library management systems | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D696 | CUL40111 | Certificate IV in Library, Information and Cultural Services | Qualification |