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Evidence Guide: CULLB003B - Research and analyse information to meet customer needs

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CULLB003B - Research and analyse information to meet customer needs

What evidence can you provide to prove your understanding of each of the following citeria?

Analyse information needs

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Correctly interpret relevant documentation or information from customer to determine the overall nature of the information needs

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Engage with customer where appropriate to discuss and confirm relevant details of the information need and its complexity, including objectives and scope of the information requirement

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Participate in customer discourse in a manner that reflects sound knowledge of a broad range of potential information sources and complexsearch strategies

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Identify and assess customer expectations in relation to available resources and likely constraints

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Explore and explain appropriate options and provide suggestions and advice

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Assist customer to clarify and, if necessary, adjust requirements to facilitate a more effective result

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Determine and implement assistance strategies

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Evaluate different assistance strategies based on knowledge of likely information sources and/or location of required information

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Evaluate and select logical and reasonable strategies to locate unusual or difficult to locate information

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Consult with colleagues, as required, to identify appropriate information sources

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Evaluate and select appropriate strategies to minimise costs of accessing required information

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Where possible, work with the customer to select strategies that enable customer participation in the use of reference tools or equipment

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Implement selected strategies and searches using appropriate information sources

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Ensure quality of customer service

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Assess information obtained for its validity, reliability and suitability in relation to customer requirements and expectations

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Ensure appropriate packaging and presentation of information to meet customer requirements and expectations, ensuring inclusion of all relevant support information

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Where problems occur in meeting agreed customer requirements negotiate constructively with customer and suggest suitable alternatives

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Conduct constructive negotiation with customers in relation to problems, difficulties, alternatives or follow-up requirements

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Ensure customer service is in keeping with legal requirements and reflects awareness of liability and other legal and ethical responsibilities

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Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

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Instructions to Assessors

Evidence Guide

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:

effective customer communication and negotiation skills

highly developed information literacy skills

appropriate use of electronic sources and other technologies

knowledge of the organisation's reference, research and general collections

presence of time constraints which reflect industry practice and standards

practical demonstration of skills to respond to complex and varied information requests.

Context of and specific resources for assessment

Assessment must ensure:

use of current industry systems and equipment

interaction with others to reflect the communication and negotiation aspects of this unit

access to relevant policies and procedures manuals and a range of information sources and information 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 on-the-job performance by the candidate

evaluation of candidate's response to different scenarios to assess ability to research, analyse and present information in response to a range of complex requests

review of reports prepared by the candidate in response to a particular information needs

review of reports prepared by the candidate detailing the development of strategies to respond to a given need, including challenges faced and how these were overcome.

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

CULLB005B Search databases

CUSRAD02A Conduct research.

Required Skills and Knowledge

Required skills

research and analytical skills to undertake complex searches and information analysis

problem-solving skills to assess and select strategies to locate 'hard to find' information

communication skills to liaise with customers and to discuss potentially complex ideas and concepts

technology skills to use current information services industry technology and to assist customers to use different searching tools

literacy skills to interrogate a wide range of complex information sources.

Required knowledge

scope information sources available to the information services provider

strategies for expediting search processes and minimising costs

techniques for searching and retrieving information from a range of sources including the internet and other electronic sources

communication patterns and channels in an appropriate range of specialist information areas

bibliographic standards, e.g. AACR latest additions and amendments, DDC, LCC, specialist subject thesauri.

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.

Overall nature of the information need may relate to:

level, detail and currency of information

timeframe

delivery/presentation method

commercial sensitivities/implications

degree of specialist assistance required

Within this unit, information needs may be quite complex in nature and significant analysis, assessment and judgement is required. Complexity may be related to:

specialised nature of the information

complexity of the information

complexity of determining the customer requirements

specialised access protocols particular to the area

wide range of information to which access is required by customers

wide range of information sources, tools and access possibilities

need for sophisticated packaging or presentation of the information

fact that information is not published

Complex search strategies may be required for a range of reasons including:

difficulty of finding or obtaining information

complexity of the subject field, its concepts and methodologies, and its publishing and scholarly communication patterns

information is in a new or developing field where the sources are not well established

missing, vague or conflicting information

commercial sensitivity of search processes

cost implications

variety of possible sources requiring judgement about most likely options

Information sources may be difficult to access because they:

are in a state of constant change

are badly organised or of varying quality

have many different network interfaces which may not be user-friendly, e.g. high level internet navigational skills may be required to trace information

Appropriate information sources may be:

internal

external

networked

scientific or technical journals

reports

working papers

discussion papers

Packaging and presentation of information may include the use of:

sound

graphics

text

organisational systems to ensure easy access