***DRAFT Sept 11, 2001***

SKILLS AND KNOWLEDGE

ACQUISITIONS SKILLS (CJK Section)

1. Familiarity with the East Asia Collection and IR/PS Library collection policies sufficient to identify problems that need to be brought to the attention of a bibliographer.

2. Working knowledge of Social Sciences and Humanities Library (SSHL) Acquisition Department policies and proccedures sufficient to evaluate various types of library materials for proper handling.

3. Ability to compare incomplete bibliographic information on order requests with online records to pick the best match and fulfill the order request.

4. Ability to compare online record with publication in hand to determine whether two match.

5. Ability to convert foreign currency into U.S. dollars.

6. Ability to check invoices and identify and resolve discrepancies in titles, prices, etc.

7. Knowledge of procedures to distribute materials to complete processing.

AUTHORITIES SKILLS

1. Working knowledge of Catalog Dept. procedures for verification of name, series, and non-music uniform title headings.

2a. Working knowledge of the LCAF and InnoPac authority structures sufficient to search, identify, verify, and export authority records, to key new authority records for personal names in InnoPac, to add references to InnoPac authority records when necessary, and to identify and resolve or bounce discrepancies as appropriate.

2b. Working knowledge of the LCAF and InnoPac authority structures sufficient to search, identify, verify, and export authority records, to key new authority records for personal, corporate, conference names, and author/title uniform titles in InnoPac, to add references to InnoPac authority records when necessary, and to identify and resolve or bounce discrepancies as appropriate.

2c. Working knowledge of the LCAF and Innopac authority structures sufficient to search, identify, verify, and export authority records, to key new authority records for all types of headings in InnoPac, to add references to InnoPac authority records when necessary, and to identify and resolve discrepancies as appropriate.

3. Working knowledge of the latest edition of OCLC Cataloging and Resource Sharing Authorities User Guide sufficient to interpret and use relevant fields of the online authority record.

4. Detailed knowledge of UCSD procedures, policies, and practices regarding series authority records sufficient to independently evaluate and resolve treatment decisions and cataloging discrepancies and to create authority records for [series classed separately, analyzed serials, and analyzed monographic sets].

Position-specific Authorities Skills

5. Working knowledge of the relevant portions of the MARC21 Format for Authority Data sufficient to prepare NACO records.

6. Detailed knowledge of the Library of Congress's Descriptive Cataloging Manual, Sections Z1 and Z2, the latest edition of the NACO Participants Manual, and of local NACO procedures sufficient to prepare NACO authority records for names [and music uniform titles] for the national authority file.

7. Detailed knowledge of AACR2R rules for music uniform titles (Chapters 25 and 26), LC Rule Interpretations, and Music Cataloging Decisions, and past and present LC and UCSD policies regarding music uniform titles, as well as music reference tools such as thematic indexes, sufficient to search, verify, and establish AACR2R forms with appropriate cross references.

8. Working knowledge of UCSD procedures, policies, and practices regarding establishing personal author series.

9. Working knowledge of the procedure, Conference Proceedings: Cataloging Sequential Conference Proceedings for the Science Branches .

BOOK LOCATION SKILLS

1. Familiarity with the cataloging assignments and copy requirements of the Geisel Library Catalog Dept. catalogers, and of the various workflows, sufficient to locate books in the processing stream.

2. Working knowledge of procedures for locating and processing books requested by Library staff and patrons.

Position-specific Book Location Skills

3. Detailed knowledge of the Patron Request Procedure for locating and processing books for Library staff and patron requests sufficient to coordinate the Catalog Dept. response to patron requests, to train others in procedures for locating and processing books, to evaluate processes, and to develop and/or update procedures, in coordination with the Section Head.

COPY SEARCH SKILLS

1. Working knowledge of copy search procedures sufficient to recognize, differentiate, and select cataloging copy in order to provide catalogers with the most appropriate and complete cataloging copy.

2. Familiarity with the various types of bibliographic copy utilized by Geisel Library Catalog Dept. catalogers and working knowledge of the Copy Search Book Distribution Procedure sufficient to distribute copy searched items to the correct locations.

Position-specific Copy Search Skills

3. Detailed knowledge of the Copy Search and Book Distribution Procedure sufficient to manage the Copy Search Subunit, evaluate processes, and develop or update procedures, in consultation with the Section Head.

4. Detailed knowledge of the cataloging assignments and copy requirements of the Geisel Library Catalog Department monographic catalogers sufficient to manage the Copy Search Subunit and to locate books in the processing stream.

2. Detailed knowledge of SRLF policies and procedures and the ORION2 system sufficient to search the database, to coordinate the flow of materials and record updates, and to identify and resolve problems.

3. Working knowledge of the transfer project procedures.

4. Working knowledge of the Catalog Dept. Withdrawal and Transfer Procedures.

5. Working knowledge of the Catalog Dept. Added Copy Procedures.

6a. Working knowledge of CDL coding sufficient to investigate and resolve problems with Melvyl rejected records.

6b. Working knowledge of CDL coding sufficient to investigate and resolve problems with CALLS rejected records.

7a. Working knowledge of Procedures for Deleting Bibliographic Records from InnoPac and Melvyl (All Formats Except Serials) sufficient to set InnoPac records for deletion.

7b. Detailed knowledge of Procedures for Deleting Bibliographic Records from InnoPac and Melvyl (All Formats Except Serials) [or Procedures for Deleting Serials Records from InnoPac and Melvyl Periodicals Databases] sufficient to authorize and process batch deletions from InnoPac, evaluate processes, develop and/or update policies and procedures in consultation with other library units and the Cataloging Committee, and to trouble shoot.

8. Detailed knowledge of the meaning, historical use, and interrelationships of codes used in InnoPac authority, bibliographic, checkin, item, and order records sufficient to recognize discrepancies, solve problems, propose new codes, and initiate clean-up projects.

9. Familiarity with MARC bibliographic and authority record formats sufficient to verify and evaluate online records in the InnoPac, OCLC, and MELVYL online catalogs and to correct or bounce as necessary.

10. Working knowledge of the InnoPac Serials, Acquisitions, Systems Management, and Circulation Modules, as well as the OPAC, sufficient to identify system problems and issues affecting the interrelationships among them.

11a. Working knowledge of the interrelationships between the Innopac, OCLC, and Melvyl online systems sufficient to recognize errors and make corrections.

11b. Working knowledge of the interrelationships between the InnoPac, OCLC, and Melvyl online systems sufficient to recognize system problems that can be resolved with in-house resources and to bounce those that require consultation with DLA, OCLC, and III.

11c. Detailed knowledge of the interrelationships between the InnoPac, OCLC, and Melvyl online systems sufficient to recognize systemic problems that require complex problem solving and consultation with other library units, DLA, and other participating Melvyl libraries.

DESCRIPTIVE CATALOGING AND COPY VERIFICATION SKILLS

1. Working knowledge of OCLC, Melvyl, and InnoPac indexing, searching, and display conventions sufficient to perform bibliographic searching and shelflisting.

2. Skill in identifying the author, title, imprint, collation, series, and holdings from the monographic piece and the bibliographic record on OCLC and/or InnoPac in order to verify that they match.

3. Skill in selecting bibliographically significant information from the piece, such as authors, main and alternate titles, publishers, date, pagination, series, ISBN, and ISSN, for inclusion in the description, notes, or access points in catalog record.

4a. Familiarity with the Anglo-American Cataloguing Rules, Second Edition, Revised (AACR2R), chapters 1 [and additional chapter(s) relevant to format(s) cataloged], and 21, and Library of Congress application of them as contained in LC Rule Interpretations, [and other tools relevant to the formats being cataloged] sufficient to verify, edit, and add descriptive information to existing copy.

4b. Working knowledge of the Anglo-American Cataloguing Rules, 2nd edition, Revised (AACR2R), chapters 1 [and additional chapter(s) relevant to format(s) cataloged], and 21, and Library of Congress application of them as contained in LC Rule Interpretations, [and other tools relevant to the formats being cataloged] sufficient to provide original descriptive cataloging.

4c. Working knowledge of the Anglo-American Cataloguing Rules, 2nd edition, Revised (AACR2), chapters 1, [and additional chapter(s) relevant to format(s) cataloged], and 21, and Library of Congress application of them as contained in LC Rule Interpretations, [and other tools relevant to the formats being cataloged] sufficient to independently resolve cataloging discrepancies that may involve recataloging.

5a. Familiarity with of AACR2R rules, chapters 22- 26, and Library of Congress application of them as contained in the LC Rule Interpretations in order to verify access points, to establish personal name headings and uniform titles for translations without LC precedent, and to provide cross references in all types of authority records.

5b. Working knowledge of AACR2R rules, chapters 22-26, and Library of Congress application of them as contained in LC Rule Interpretations in order to establish all name headings and most uniform titles without LC precedent, and to provide cross references in all types of authority records.

6a. Familiarity with the concepts used in old cataloging rules sufficient to evaluate and edit copy as necessary.

7a. Familiarity with the OCLC Bibliographic Formats and Standards (as applied to [printed monographs]) and MARC Code Lists for language and country codes sufficient to edit existing OCLC records and create catalog records on OCLC using constant data records.

7b. Familiarity with the OCLC Bibliographic Formats and Standards (as applied to [printed monographs]) and MARC Code Lists for language and country codes sufficient to bounce other formats to appropriate catalogers, verify correct copy for bibliographic item in hand, and to identify, verify, and edit fields of the cataloging record.

7c. Working knowledge of OCLC Bibliographic Formats and Standards and enhance procedures as applied to [printed monographs] and MARC Code Lists for language and country codes sufficient to do bibliographic searching, editing, inputting, upgrading, and problem solving.

8. Working knowledge of Editing guidelines for OCLC records: [books].

9. Working knowledge of Inputting Guidelines for OCLC Records: [books].

10a. Working knowledge of bibliographic relationships among serials, monographs, series, subseries, and supplements sufficient to identify appropriate treatment for monographs, forward potential serials appropriately, and to resolve or bounce complex cataloging problems. (Monograph cataloger)

10b. Detailed knowledge of bibliographic relationships among serials, monographs, series, subseries, and supplements sufficient to independently evaluate, determine, and record treatment options. (Serial cataloger)

11. Working knowledge of bibliographic relationships sufficient to identify irregularities in bibliographic history and to formulate notes in bibliographic, authority, [and checkin and order records]

12. Working knowledge of the physical [and virtual] characteristics and technical aspects of [non-book] materials pertinent to their cataloging.

Position-specific Descriptive Cataloging or Copy Verification Skills

13. Working knowledge of the CONSER Cataloging Manual modules 30 & 31 sufficient to evaluate CONSER records and to create, edit, or replace full level records for electronic serials.

14. Working knowledge of Guidelines for Bibliographic Description of Interactive Multimedia to input or replace bibliographic records for interactive computer files.

15. Working knowledge of CONSER policies for composite records sufficient to analyze content of Internet resources sufficient to determine treatment and create composite or separate records as appropriate.

16. Working knowledge of relevant portions of the CONSER Cataloging Manual, the CONSER Editing Guide, and AACR2R, chapters 22-26, and concomitant LC Rule Interpretations sufficient to verify headings, to establish serial uniform titles, to determine changes in serial titles, and to provide additional access points for related titles.

17. Working knowledge of relevant portions of ALA Rules for Descriptive Cataloging (1949) and first edition of Anglo-American Cataloging Rules (1967) sufficient to break up latest entry serial records into original successive entry records.

18. Working knowledge of policies and procedures for serials holdings statements sufficient to interpret, construct, and explain "library has" notes.

19. Working knowledge of UCSD policies and practices for electronic resource cataloging.

20. Working knowledge of the structure of web sites sufficient to understand their content and to determine appropriate cataloging treatment for their components.

21. Working knowledge of Catalog Department documents cataloging procedures sufficient to perform copy or original descriptive cataloging for [California, European Union, or San Diego] documents.

22. Working knowledge of music history, classical music genres, and musical notation sufficient to evaluate and correct bibliographic description and verify classification, subject headings, and name and uniform title access points for musical scores and sound recordings.

23. Working knowledge of UCSD's Video Processing Procedures.

2. Working knowledge of UCSD Library rules for safety and security.

3. Time-management and organizational skills sufficient to organize work, set and maintain priorities, meet deadlines, and meet quality and quantity standards.

4. Skill in making logical decisions based on knowledge of relevant departmental policies and procedures.

5. Self-direction and flexibility in work routine to accommodate fluctuating workflows and the variability of online systems.

6. Skill in recognizing, resolving, and/or referring discrepancies.

7. Skill in following detailed oral and written instructions.

8. Skill in performance of assigned tasks with accuracy and attention to detail.

9. Skill in interpersonal relations.

10. Knowledge of English grammar, syntax, spelling, and punctuation sufficient to perform all tasks.

11. Working knowledge of library terminology specific to the position sufficient to clearly communicate questions or information and to understand instruction or other information given by others.

12. Working knowledge of reference tools and resource people appropriate to job.

13. Familiarity with UCSD Library system's structure, goals, policies, and general procedures as they apply to the position.

14. Skill in scanning written material and extracting pertinent information.

15. Skill in organizing documentation.

16. Working knowledge of applicable barcode procedures, sufficient to correctly add barcodes to materials.

17. Familiarity with procedures followed in other library units as they relate to one's own unit.

Position-specific General Skills

18. Skill in formulating procedures and clearly communicating them orally and in writing.

19. Skill in using microform readers.

20. Familiarity with the staff responsibilities of the [AAL, CLICS, Music, etc.] Library as they relate to the Catalog Department.

21. Working knowledge of [AAL, BML, etc.,] collection-specific procedures and practices.

22. Familiarity with the [IR/PS, Music, etc.] collection sufficient to evaluate appropriateness of material being cataloged to the collection and to prioritize cataloging.

23. Working knowledge of UCSD security methods for library materials sufficient to coordinate property-stamping, tattle-taping, and labelling.

24. Detailed knowledge of library, music, and music cataloging terminology sufficient to understand and convey information related to the cataloging and processing of musical materials.

FOREIGN LANGUAGE SKILLS

1a. Familiarity with foreign languages sufficient to distinguish among [Roman alphabet] languages, to perform bibliographic searching, and to distribute books according to language.

2. Proficiency in [language] sufficient to perform subject analysis for original and enhance cataloging.

3. Proficiency in the Japanese language, including Kanji, Hiragana, and Katakana script.

4. Proficiency in the Korean language, including Hancha and Hangul script.

5. Proficiency in the Mandarin Chinese language.

6. Working knowledge of the ALA [language] transliteration tables sufficient to perform bibliographic searching and transliteration.

7. Working knowledge of [Hepburn, Pinyin, Wade-Giles and/or McCune-Reischauer] romanization system(s) sufficient to do bibliographic searching, editing, and/or inputting.

8. Working knowledge of OCLC CJK 350 Input Code Dictionary sufficient to add or modify vernacular fields.

SHARED DECISION-MAKING SKILLS (Applies to staff positions only)

1. Knowledge of shared decision making processes as presented in library training sessions.

2. Demonstrated communication skills for group activities including expressing ideas effectively, seeking and respecting the opinion of others, active listening, and willingness to share ideas.

3. Knowledge of the mission and goals of the library and the unit.

4. Demonstrated ability to improve processes by assessing procedures, seeking information and opinions, and developing and implementing changes as appropriate.

5. Facilitation skills sufficient to participate in and lead discussions.

SHELFLISTING AND CLASSIFICATION SKILLS

1a. Working knowledge of UCSD shelflisting procedures sufficient to assign cutter numbers and dates as necessary and to identify and bounce call number discrepancies.

1b. Working knowledge of UCSD shelflisting procedures sufficient to identify and resolve or bounce call number discrepancies and to adjust and/or assign cutter numbers, dates, and additional elements as appropriate.

1c. Working knowledge of UCSD shelflisting procedures sufficient to identify and resolve call number discrepancies and to adjust and/or assign cutter numbers, dates, and additional elements as appropriate.

2a. Familiarity with the LC Classification Schedule sufficient to verify the validity of call numbers found on copy which either conflict with, or cannot be verified in the UCSD catalog.

2b. Working knowledge of LC Classification Schedule and Super LCCs sufficient to identify and resolve discrepancies with existing call numbers and to assign call numbers in certain categories (e.g., belles lettres).

2c. Working knowledge of LC Classification Schedules and Super LCCs in limited subject areas or for specific collections, sufficient to assign classification with or without copy.

2d. Working knowledge of LC Classification Schedules and Super LCCS in all areas sufficient to assign classification when Library of Congress Subject Headings are not present and must be supplied and to evaluate and update classification on copy when necessary.

3. Knowledge of collection strengths and bibliographer preferences sufficient to determine classification and analysis treatment.

Position-specific Shelflisting and Classification Skills

4. Working knowledge of shelflisting practices and guidelines for shelflisting music sufficient to complete call numbers including assigning Cutter numbers and dates, or to identify and resolve call number discrepancies.

5. Working knowledge of local and/or documents classification schemes sufficient to independently assign call numbers and to identify and resolve discrepancies for [California, EU, or San Diego] documents.

6. Working knowledge of the National Library of Medicine Classification Schedule, and UCSD application of it, sufficient to independently assign classification numbers and to evaluate and update theclassification on copy when necessary.

7. Working knowledge of LC Classification Schedules and Super LCCS in classification "M" sufficient to assign or verify classification numbers for music scores.

8. Working knowledge of "Disciplines, Departments, and Classification Numbers for UCSD Dissertations & Theses" sufficient to select appropriate classification number for UCSD dissertations.

9. Working knowledge of UCSD's practices for recording holdings on shelflist cards sufficient to evaluate and update online holdings as necessary.

1a. Familiarity with LC subject headings sufficient to recognize and refer questions and discrepancies.

1b. Working knowledge of LC subject headings and current sources of verification of them, e.g., LCAF, LCSH, LC Subject Cataloging Manual, etc., sufficient to assign, evaluate, and/or modernize subject headings in limited subject areas [such as music and/or maps].

1c. Working knowledge of LC subject headings and current sources of verification of them, e.g., LCAF, LCSH, LC Subject Cataloging Manual, etc., sufficient to assign, evaluate, and/or modernize subject headings in all subject areas.

1d. Working knowledge of LC subject headings and current sources of verification of them, e.g., LCAF, LCSH, LC Subject Cataloging Manual, etc., sufficient to validate and correct subject headings.

2a. Skill in determining the basic subject content of [a book] in order to evaluate and assign subject headings in limited subject areas [such as music, medicine, and/or maps].

2b. Skill in determining the basic subject content of a [book] in order to evaluate, assign, and/or create subject headings in all areas.

Position-specific Subject Analysis Skills

3. Working knowledge of MeSH subject Headings and UCSD application of them sufficient to independently assign, evaluate, and/or modernize subject headings.

4. Skill in determining the basic subject content of electronic journals in order to assign local discipline terms and/or subject headings for titles intended to go into Sage.

1. Working knowledge of the form and structure of LC subject headings and current sources for verification sufficient to search, verify, and edit subject headings on bibliographic records.

2. Familiarity with LC subject headings sufficient to correct tagging, indicators, subfield coding, and typographical errors found on copy, and to perform subject heading comparison required for shelflisting.

3. Skill in examining [books] for their content or genre in order to evaluate the need for subject headings in defined areas.

Position-specific Subject Verification Skills

4. Working knowledge of the form and structure of LC subject headings and current sources of verification sufficient to oversee their searching, verification, and correction of subject headings on UCSD bibliographic records.

5. Working knowledge of MeSH subject headings and current sources of verification sufficient to verify subject headings and create authority records as needed.

6. Working knowledge of LC subject headings for music and current sources for their verification, e.g., LCSH, SCM, and UCSD music subject headings policy binder sufficient to verify existing headings and add specific pattern headings.

SKILLS AND KNOWLEDGE FOR WORKLEADERS AND SUPERVISORS

(Note: Workleaders are classified as Library Assistant II and above. Supervisors are classified as Library Assistant III and above.)

1. Detailed knowledge of all [CJK, Database Management, MC2, etc.] procedures sufficient to train and evaluate staff and to perform these activities in their absence. (Both)

2b. Working knowledge of UCSD and Library personnel policies and procedures for staff to direct their work. (Workleaders)

2c. Working knowledge of UCSD and Library personnel policies and procedures for staff and students to hire, supervise, write performance evaluations, and handle disciplinary actions. (Supervisors)

3. Working knowledge of the UCOP Personnel Policies For Staff Members and UCSD Implementing Procedures. (Supervisors)

4. Working knowledge of relevant collective bargaining agreements to insure and facilitate legal and fair supervisory practices within the unit.(Supervisors)

5. Detailed knowledge of Library Assistant series concepts and UCSD guidelines for implementation of them, and the Catalog Dept. matrix Cataloging-Related Assignments by Level, sufficient to classify positions appropriately and to delegate tasks appropriate to the classification level. (Supervisors)

6a. Familiarity with work leader techniques and theories sufficient to lead staff and students effectively. (Workleaders)

6b. Working knowledge of supervisory techniques and theories sufficient to supervise staff and students effectively. (Supervisors)

7a. Skill in interviewing and determining the qualifications of candidates during the recruitment and selection process for library assistants and student assistants. (Supervisors)

7b. Skill in interviewing and determining the qualifications of candidates during the recruitment and selection process for student assistants. (Workleaders)

8. Skill in assessing training needs and providing necessary training sessions and materials as appropriate. (Both)

9. Skill in directing staff towards appropriate goals and objectives and in encouraging individual development of skills and interests. (Both)

10. Skill in setting standards and to clearly communicating them orally and in writing. (Both)

11a. Skill in writing accurate job requisitions. (Workeaders of students only)

11b. Skill in writing accurate job descriptions. (Supervisors)

12. Skill in monitoring and evaluating the work of others and providing effective feedback. (Both)

13. Skill in writing clear, concise, and objective performance evaluations. (Supervisors)

14. Skill in appraising, organizing, prioritizing, and assigning the work of the unit to meet the needs of the department while maintaining high standards for quality and quantity of production. (Both)

15. Working knowledge of the range of duties appropriate to the classification levels of those directed or supervised. (Both)

16. Skill in formulating procedures and clearly communicating them orally and in writing. (Both)

17. Skill in administering policies and procedures. (Both)

18. Skill in analyzing existing policies and procedures to make recommendations for changes or improvement. (Both)

19. Well developed interpersonal skills including tact, diplomacy, flexibility, and the ability to negotiate, in order to work with a variety of individuals in differing roles and in a variety of situations. (Both)

20. Working knowledge of procedures followed in other Catalog Department units as they relate to one's own unit. (Supervisors)

21. Familiarity with the organization and staff responsibilities of other Library departments as they relate to the Catalog Department. (Both)

22. Skill in communicating and coordinating workflow and procedures with other units and departments in the UCSD Libraries. (Both)

23. Skill in managing space, equipment, and material resources. (Both)

24. Skill in effectively planning, preparing, and monitoring GA budgets for ongoing operations as well as special projects. (Both)

25. Skill in communicating clearly in writing and to compose reports, business correspondence, letters of recommendation, in-house memos and other documents as necessary. (Both)

26a. Skill in accurately recording and compiling statistical data. (Workleaders)

26b. Skill in accurately recording, compiling, and analyzing statistical data sufficient to prepare statistical reports for budget requests, annual reports, workload and workflow analyses, or other special reports as necessary. (Supervisors)

27. Working knowledge of UCSD Libraries Student Handbook and the Catalog Department Student Orientation Handbook. (Both)

28. Skill in encouraging individual development of career skills and interests in relation to organizational needs. (Supervisors)

Position-specific Skills and Knowledge for Workleaders and Supervisors

29. Skill in communicating and coordinating workflow and procedures with other units and departments in SSHL and the Music Library.

30. Detailed knowledge of the approval, direct order, gifts, and MARC on Order workflows sufficient to provide day to day management of the Catalog Department monographic workflow, to evaluate processes, and to develop and/or update procedures, in consultation with the Section Head.

31. Skill in training others to identify essential cataloging elements from bibliographic records (holding library, call number, author, title, imprint, collation, series, and subjects), and compare them to the book in hand to select appropriate cataloging copy.

September 11, 2001
Revised by: Shirley Higgins*, Becky Culbertson, Jim Soe Nyun, and Marilu Vallejo