Technical Services Competencies
MOTSE Level II



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 purpose and principles of descriptive cataloging rules
    • Describe an item according to current AACR2r rules
    • Describe a multi-part item which lacks a collective title
    • Transcribe a complex statement of responsibility
    • Differentiate between publication, copyright, edition and printing dates given in the time
    • Formulate an appropriate edition statement even if one is lacking in the item
    • Determine the presence of publisher, distributor, or printer/manufacturer and differentiate among the for various bibliographic formats
    • Describe complicated pagination patterns (e.g., unnumbered sequences, numbering changes within a sequence, loose-leaf publications, leaves, including folded leaves, plates, pages numbered in opposite direction, etc.)
    • Establish standard or local notes as needed in the library's catalog
    • Determine treatment of series in the local catalog
    • Keep up with changes in current cataloging standards via e.g. LC Rule Interpretations (LCRIs) and Cataloging Service Bulletins and other standard cataloging tools
    • Analyze the effect of these changes on the local catalog and its users
    • Participate in the formulation of local policy based on national standards
    • Participate in the formulation policy which affects descriptive cataloging in a shared online environment
    • Teach the application of principles, rules and standards for descriptive cataloging

  2. Access

     

    A person responsible for access cataloging is able to:

     

    • Understand the purpose and principles of rules and standards for access cataloging
    • Determine and formulate most kinds of personal, corporate, and geographic names
    • Establish the main entry for works of unknown or uncertain authorship and for works erroneously or fictitiously attributed to a person or corporate body
    • Establish the main entry for special materials such as art works, musical works, sound recordings, certain legal and religious publications
    • Create uniform title, as needed, e.g., for sacred works and musical works
    • Understand all aspects of authority control as provided by AACR2r and its LCRI's
    • Create or evaluate existing authority records for the local catalog
    • Create analytics as appropriate
    • Keep up with rule changes in access cataloging, especially those reported in LC Rule Interpretations (LCRIs) and Cataloging Service Bulletins
    • Analyze the effect of these changes on the local catalog and its users
    • Participate in the formulation of local policy based on national standards
    • Participate in the formulation of policy which affects use and application of access points I a shared online environment
    • Teach the application of principles, rules, and standards for access cataloging

  3. Subject Analysis

     

    A person responsible for subject analysis is able to:

     

    • Understand and apply the purpose and principles of subject analysis (i.e., subject headings and classification)
    • Determine the intellectual content of an item and construct complex subject headings or index terms, using standard authority files (or thesauri) such a LCSH, Sears, or MESH
    • Assign a complex call number based on content and subject headings using standard classification schemes such as LCC or DDC, including all tables
    • Evaluate existing or create new authority records for subject headings in the local catalog
    • Understand and apply the indexing of subject headings and keywords I the library's online catalog
    • Keep up with changes I the application of subject analysis, such as reported in Cataloging Service Bulletins and LC's Subject Cataloging Manuals
    • Analyze the effect of these changes on the cataog and its users
    • Participate in the formulation of local policy regarding the use of subject analysis in a shared online environment
    • Teach the application of principles, rules and standards for subject analysis
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: