Technical Services Competencies
MOTSE Level 1

A. Collection Management


A person responsible for collection management is able to: B. Acquisitions


A person responsible for library acquisitions is able to:

C. Serials Management


A person responsible for serials management is able to:

D. Bibliographic Control
  1. Descriptive Cataloging

    A person responsible for descriptive cataloging is able to:

    • Understand the principles and application of international standards for bibliographic description (ISBD)

    • Determine the title proper of the item to be described
    • Determine the presence of a subtitle
    • Determine the presence of additional titles such as parallel title, cover title, etc., and provide access to them via the appropriate MARC fields(s)
    • Identify the individual(s) or corporate bodies responsible for the content of a book
    • Determine the presence of an edition statement, e.g., "first edition," revised edition," "large print edition," etc.
    • Identify the publisher, place and date of a publication
    • Differentiate between pages and leaves when giving the physical extent of a single volume
    • Identify and describe the number of pages, leaves or columns in a single volume
    • Identify and describe the number of pages or leaves of plates in a single volume
    • Identify and describe the number of volumes if more than one physical volume
    • Differentiate between bibliographic units and physical volumes
    • Identify and describe the number and types of illustrative matter and whether all or some of it is in color
    • Determine the height of an item (or varying heights for a multi-part item) as well as the width if it exceeds the height
    • Identify the series and/or subseries statement on the item and its International Standard Serial Number (ISSN) if given
    • Determine the need for descriptive notes for the following information: source of title; previous edition; presence of a bibliography and/or index; contents; International Standard Book Number (ISBN)
    • Describe all fields of the bibliographic record in the MARC format

  2. Access


    A person responsible for access cataloging is able to:

    • Understand the underlying purpose of rules and standards for access cataloging
    • Understand how the various access points are indexed in the library's online catalog
    • Identify sources of variation which affect catalog access points
    • Choose the proper main entry for a catalog record
    • Formulate appropriate added entries
    • Understand the form of headings for personal names, corporate names, geographic names, series titles, and uniform titles found on catalog records
    • Understand decisions regarding local series treatment
    • Understand the use of authority records and cross references in a library catalog
    • Describe all access points I the MARC format

  3. Subject Analysis


    A person responsible for subject analysis is able to:

    • Understand the basic purpose and principles of subject analysis (i.e., subject headings and classification) and be familiar with standard thesauri such as LCSH, Sears, MESH and classification schemes such as LCC and DDC
    • Understand and formulate basic subject headings or index terms and call numbers consisting of classification number, topical cutter (if any), book number and date
    • Interpret subject headings and classification/call numbers found on a catalog record for the item in hand (e.g., on a jobber-supplied catalog card, CIT data from verso of title page of the book, or MARC record)
    • Recognize older, pre-AACR2 catalog records, where subject headings and classification numbers may need to be updated
    • Differentiate between LC, Canadian, British, and other CIP supplied subject headings and classification numbers
    • Understand and correctly apply the "rule of three"
    • Understand the structure and use of authority records for subject headings and cross references
    • Be aware of alternative systems of subject headings (e.g. local thesauri, non-standard lists)
    • Verify classification numbers using standards schemes such as LCC or DCC, including special tables
    • Shelflist (i.e., assign an appropriate shelf location for) an item according to standards and/or local practice
    • Be aware of constant changes in subject headings and classification numbers
    • Be familiar with standard cataloging tools such as LC's two Subject Cataloging Manuals on shelflisting and subject headings
    • Describe subject headings and complete call numbers in the MARC format
E. Physical Processing

A person responsible for the physical processing of library materials is able to:

F. Access Technology


A person responsible for access technology (i.e., all automated technical services functions) is able to:

G. Management


A person responsible for the management of technical services is able to:

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