Staff Competencies Training Matrix

Selected Competency Category: Area-Specific
Selected Competency Family: Cataloging
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 LevelLevel DescriptionClassificationFeedback  
Area-Specific Category
Cataloging
Authority Records
View Resources Level 1 Understands the purpose of authority records. Ability to determine from an authority record whether a heading is correct, how it is classed, etc. Ability to make simple corrections of headings in the...   more Ast1-Aso3
View Resources Level 2 Ability to create original series authorities for series without LC authority records for the national database through the NACO program with review. Ability to readily identify problems and works...   more Ast3-Aso3
View Resources Level 3 Ability to create original name authority records for the national database through the NACO program with review. Ability to identify the need for new or changed LC Subject Headings and refer for...   more Aso1-Aso3
View Resources Level 4 Ability to create original name authority records for the national database through the NACO program without review. Understands when annotation of all types of authority records is necessary and...   more Aso2-Aso3
Cataloging Management
View Resources Level 1 Understands the core purpose of catalog and the needs of users. Understands the purpose of the OPAC. Understands the structure and interrelationship of the parts (bib, holdings, and item) of an Aleph...   more Ast1-Aso3
Database Maintenance
View Resources Level 1 Understands procedures for the withdrawal and transfer of items owned by the library.   Ast1-Aso3
View Resources Level 2 Ability to assist with large reclassification projects, such as working with large excel files, liaising with other libraries etc. Ability to use GenLoad by following step-by-step directions to load...   more Aso1-Aso3
View Resources Level 3 Ability to conceptualize and build new loading profiles for file loading and deduping purposes. Ability to load and trouble-shoot large and/or complex record sets such as Marchive, table of contents...   more Aso2-Aso3
Library of Congress Classification and Subject Headings
View Resources Level 1 Understands what LC classification is and the linkage to LCSH (Library of Congress Subject Headings). Ability to recognize when a call number is incomplete or in an incorrect form. Knows how to check...   more Ast1-Aso3
View Resources Level 2 Understands in a general way the correspondence between LC (Library of Congress) class numbers and LCSH. Ability to recognize when a call number is incomplete or in an incorrect form. Knows how to...   more Ast2-Aso3
View Resources Level 3 Ability to create full call numbers by inspection of item or subject analysis. Has a detailed understanding of LC call number SH correlation. Ability to add call numbers to a Connexion record and...   more Ast3-Aso3
Monographic Cataloging
View Resources Level 1 Ability to make a limited number of modifications to item records. Ability to make minor changes to bibliographic and holdings records. Ability to create a brief provisional record from a template.   Ast1-Aso3
View Resources Level 2 Basic copy cataloging of DLC/PCC print material: o Ability to match item in hand to bibliographic record and evaluate the accuracy and completeness of the existing access points. o Understands how to...   more Ast1-Aso3
View Resources Level 3 Shared copy (with call number) print and most types of non-print material: o Understands the differences between records for different material formats (007s, etc). o Ability to create monographic...   more Ast1-Aso3
View Resources Level 4 Shared copy without call number for most formats o Ability to troubleshoot and fix a large number of potential problems in monographic bib, holdings and items without supervision. o Ability to derive...   more Ast3-Aso3
View Resources Level 5 Original cataloging: Ability to create original bibliographic records (w/ review) for all monographic formats and in all subjects in most languages in Connexion. Ability to provide subject analysis...   more Aso1-Aso3
View Resources Level 6 Original cataloging o Ability to create original bibliographic records (w/o review) for all monographic formats and in all subjects in most languages in Connexion. o Ability to coordinate with other...   more Aso2-Aso3
Physical Processing
View Resources Level 1 Ability to correctly barcode, stamp, label and tattle-tape books. Understands procedures determining what material is sent to Preservation. Understands procedures for the treatment of supplemental...   more Ast1-Aso3
Problem Solving
View Resources Level 1 Ability to utilize record history, order record and knowledge of library workflows to effectively problem solve. Ability to assist student assistants and other staff with cataloging-related...   more Ast2-Aso3
Searching
View Resources Level 1 Understands the difference between a keyword and a browse search. Ability to determine when one type of search is preferred to another. Ability to search in Aleph, Connexion and the OPAC (online...   more Ast1-Aso3
Serial Cataloging
View Resources Level 1 Ability to work with serial holdings and add items records to existing serial records.   Ast1-Aso3
View Resources Level 2 Ability to determine serial/monographic title treatment. Ability to do DLC/PCC and member-level cataloging of serial records. Ability to create serial holdings and item records with multiple levels of...   more Ast3-Aso3
View Resources Level 3 Ability to create original CONSER-level serial bibliographic records following all AACR2 and CONSER standards in Connexion with or without supervision.   Aso1-Aso3
Web Tools
View Resources Level 1 Ability to use on line searching and translation tools. Ability to use dictionaries and on line translation tools for cataloging and searching in foreign languages.   Ast1-Aso3
View Resources Level 2 Ability to use OCLC Bib Formats. MARC code lists for language and country.   Ast1-Aso3
View Resources Level 3 Ability to use LC’s Classification Web both for checking and creating LC call numbers. Ability to use Classification Web to check LC subject headings.   Ast3-Aso3
WorldCat via Connexion Client
View Resources Level 1 Ability to do various types of keyword and numeric searches. Ability to do keyword searches to find authority records. Ability to update a record and export it from Connexion to Aleph. Ability to...   more Ast1-Aso3
View Resources Level 2 Ability to use control headings function to verify and correct SHs. Ability to replace master record. Ability to batch load small sets of records from Connexion to Aleph.   Ast3-Aso3
View Resources Level 3 Ability to create original records in Connexion. Ability to batch load large, complex sets of records from Connexion to Aleph.   Aso1-Aso3