Assessor Resource

BSBINS405
Use integrated library management systems

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to apply a basic understanding of the functions of integrated library management systems (ILMS) to use online catalogues, process loan transactions, and provide circulation and lending services to meet customer needs.

The unit applies to individuals in frontline information services roles in libraries working under limited supervision, within established policies and procedures.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


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 candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use integrated library management systems (ILMS) to:

process loans and returns according to organisational policies and procedures on at least two occasions

conduct basic online catalogue searches on at least two occasions

create records in acquisitions module on at least two occasions

create reservations on at least two occasions.

In the course of the above, the candidate must:

maintain knowledge of trends and emerging technologies affecting ILMS

demonstrate customer support.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of ILMS

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

key features of online catalogues

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

organisational policies and procedures relating to:

lending

inter-library loans

security

financial transactions

customer service

processing loans and returns

circulation services

common safe work practices relating to using an ILMS.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to performance evidence

ILMS for loan processing and catalogue use, acquisitions and reservations.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, 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.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

use integrated library management systems (ILMS) to:

process loans and returns according to organisational policies and procedures on at least two occasions

conduct basic online catalogue searches on at least two occasions

create records in acquisitions module on at least two occasions

create reservations on at least two occasions.

In the course of the above, the candidate must:

maintain knowledge of trends and emerging technologies affecting ILMS

demonstrate customer support.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key features of ILMS

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

key features of online catalogues

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

organisational policies and procedures relating to:

lending

inter-library loans

security

financial transactions

customer service

processing loans and returns

circulation services

common safe work practices relating to using an ILMS.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

organisational policies and procedures relevant to performance evidence

ILMS for loan processing and catalogue use, acquisitions and reservations.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
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
Use basic functions of an ILMS, including interrelation of different modules 
Check and process new borrowers on the ILMS according to organisational policies and procedures 
Process an acquisition by creating a record in the acquisition module 
Create a reservation request through the ILMS 
Provide current and accurate information to relevant stakeholders 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 
Handle 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 range of services which may incur costs 
Use basic search features of online catalogues to provide current and accurate information to relevant stakeholders 
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

BSBINS405 - 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

BSBINS405 - 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: