Staff Competencies Training Matrix

Selected Competency Category: Area-Specific
Selected Competency Family: Acquisitions
Classification:






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 LevelLevel DescriptionClassificationFeedback  
Area-Specific Category
Acquisitions
Acquisitions Accounting
View Resources Level 1 Has functional knowledge of general accounting concepts, including basic bookkeeping skills, cash disbursement accounting, and accounts payable. Also has a functional knowledge of deposits and...   more Ast2-Aso3
View Resources Level 2 Makes payments and adjusts individual budgets in adherence with rules within financial management system(s); transfers funds within financial management system(s). Has functional knowledge of UF...   more Ast2-Aso3
View Resources Level 3 Has deep knowledge of trends in materials pricing and inflation, as well as the ability to successfully apply this knowledge when projecting expenditures for upcoming years. Ability to merge data from...   more Aso3-Aso3
Acquisitions E-Resources
View Resources Level 1 Has knowledge of electronic resource types, licensing, and payment methods. Ability to retrieve title metadata, including license, order and payment data, from OPAC, ERM, vendor database, or ILS...   more Ast3-Aso3
View Resources Level 2 Ability to interpret terms of licensing for e-resources for other staff and patrons. Ability to describe electronic resources, their metadata, and associated statistics--in the OPAC (via ALEPH) as...   more Aso1-Aso3
View Resources Level 3 Has a deep knowledge of terms of licensing for electronic resources, and reviews all new license agreements entered into by the Libraries. Ability to troubleshoot and resolve problems occurring with...   more Aso1-Aso3
Acquisitions Monographs
View Resources Level 1 Knowledge of different types of monographic material and appropriate workflows for each; Ability to search for individual titles using any number of basic MARC fields to retrieve bibliographic,...   more Ast2-Aso3
View Resources Level 2 Ability to create bibliographic, order and item records for new requests. Ability to determine appropriate choice of vendor, method of acquisition for incoming requests, and create new orders (with...   more Ast3-Aso3
View Resources Level 3 Ability to manage rate of purchasing and receipt for approval and firm order material, and report to subject selectors and others as appropriate. Ability to problem solve any incoming request or...   more Aso3-Aso3
Acquisitions PeopleSoft Accounting
View Resources Level 1 Ability to retrieve images of invoices. Ability to retrieve balances of appropriation, DSR, foundation and grant budgets. Ability to assign charges to designated budgets, and to reassign charges as...   more Ast2-Aso3
View Resources Level 2 Ability to reconcile expenditure and budgeting data from Aleph with budget in PeopleSoft. Ability to use intersecting data from multiple accounting systems to generate up-to-date reports about...   more Aso3-Aso3
Acquisitions Print Continuations
View Resources Level 1 Has knowledge of basic serial/standing order record architecture, including items attached to bibliographic record, subscription, and holding with established pattern. Ability to reconcile arrival of...   more Ast2-Aso3
View Resources Level 2 Ability to determine if payment for continuations invoices is appropriate, and post invoice in ILS when needed. Ability to identify appropriate choice of vendor and method of acquisition and create...   more Ast3-Aso3
View Resources Level 3 Ability to compile, combine, interpret data to produce meaningful statistical reporting. Ability to record and report appropriate Libraries, University, and ARL statistics. Ability to troubleshoot...   more Aso3-Aso3
ALEPH for Acquisitions
View Resources Level 1 Ability to successfully use title and order search functions; Ability to interpret status of order and broadest level of order data. Ability to differentiate material type by order, (serial, standing...   more Ast2-Aso3
View Resources Level 2 Ability to pay invoices on existing order records and create new order records on existing records, as necessary. Understands all fields of order record, subscription structure, and invoice...   more Ast3-Aso3
View Resources Level 3 Has a deep knowledge of the connection between constituent parts of record in ALEPH, (order, item, holding, bib) and easily manipulates, adds, and removes data as needed; has high functional knowledge...   more Aso1-Aso3
Basic Acquisitions
View Resources Level 1 Ability to view an order record and interpret it.   Ast2-Aso3
View Resources Level 2 Has thorough knowledge of purchasing rules and practices per University and Libraries policy and adheres to these rules and practices. Has knowledge of different purchasing methods and their...   more Ast2-Aso3
View Resources Level 3 Creates orders and/or subscriptions; creates invoices within financial management system(s); receives, processes, and/or redirects purchased material as appropriate.   Ast2-Aso3
View Resources Level 4 Manages ordering of specified material type, including creating new workflows as necessary.   Ast3-Aso3
Cataloging for Acquisitions
View Resources Level 1 Understands the difference between level and status of records, and knows basic fields in MARC records. Ability to retrieve records from the data in basic MARC fields as well as in TKR fields in a...   more Ast2-Aso3
View Resources Level 2 Ability to create brief MARC records and adjust basic fields in existing (provisional) MARC records. Ability to add items and/or provisional HOL records as needed. Ability to create provisional...   more Ast2-Aso3
View Resources Level 3 Ability to load batches of vendor-supplied MARC records and OCLC-supplied MARC records; Ability to add data to existing MARC records to bypass Cataloging workflow, which may include (1) creation of...   more Ast3-Aso3
View Resources Level 4 Ability to use ALEPH batch record loading services and understands underlying architecture of data table to provide information for updates, as necessary.   Aso1-Aso3
GenLoad for Acquisitions
View Resources Level 1 Ability to use program by following step-by-step how-to documentation to either load MARC records into ILS or to check file of titles for duplicates.   Ast2-Aso3
View Resources Level 2 Ability to load MARC records using software and also interpret log files to correct errors/omissions.   Ast2-Aso3
View Resources Level 3 Ability to use GenLoad for purposes outlined in "fundamental" and "intermediate" columns. Ability to conceptualize and build new loading profiles for MARC file loading and deduping purposes.   Aso1-Aso3