Unit of competency Outline
Date retreived
21/07/2026 11:26 PM AWST
21/07/2026 11:26 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Manage lending and borrowing processes for collections
Manage lending and borrowing processes for collections
Unit of competency
National Code
CULCNM502A
CULCNM502A
State Code
D9397
D9397
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
13/08/2014
Field of Education
091301 - Librarianship And Information Management
Original Release Date
13/08/2014
Nominal Hours
30
Description
This unit describes the performance outcomes, skills and knowledge required to establish and implement procedures for lending and borrowing collection material. Specialised knowledge is required.
Notes
Elements and Performance Criteria
1. Review procedures for lending and borrowing collection material
- 1.1 Confirm conditions and criteria for lending and borrowing collection material
- 1.2 Determine limits of responsibility in relation to lending and borrowing collection material
- 1.3 Verify lending and borrowing procedures with relevant stakeholders
2. Negotiate lending and borrowing of collection material
- 2.1 Conduct negotiations with lenders and borrowers according to procedures and in a manner that maintains goodwill between individuals and relevant organisations
- 2.2 Confirm loan or borrowing conditions and costs, and assess whether these can be met
- 2.3 Assess risks for the organisation associated with lending or borrowing transactions and take steps to address them
- 2.4 Complete and review written agreements ensuring consistency with negotiations and procedures
- 2.5 Arrange for execution of written agreements by relevant parties
- 2.6 Complete organisational records consistent with procedures
3. Manage operations
- 3.1 Instigate operational arrangements for lending and borrowing to proceed
- 3.2 Monitor operations to ensure that lending and borrowing of collection material proceeds according to plan
- 3.3 Review lending and borrowing procedures on a regular basis and take steps to improve own performance as required
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Conditions and criteria may include:
care
copyright
cost
cultural considerations
display
duration
environmental considerations
insurance
legal, ethical and financial considerations
location
purpose:
conservation
education
mobile exhibition
research
static exhibition
recordkeeping
risk assessment
security
usage.
Collection material is defined as objects, collections, artworks, specimens, structures or sites, and includes:
archaeological material
books and manuscripts
ethnographic material
film and audiovisual material
flora and fauna
furniture
photographs
technological and industry items
textiles
works on paper or canvas.
Procedures may relate to:
assessing condition and suitability of items for loan and resources required to prepare them for loan
costs associated with lending and borrowing
organisational conditions and criteria
plan to review procedures
purpose of the loan
recording relevant information about the loan to allow easy access by others
risk assessment, including consideration of environmental, transportation and security issues
written agreements.
Costs may relate to:
conservation
documentation
environment
handling
insurance
packing
security
transportation.
Risksmay relate to:
damage to the item or collection
damage to the installation or work site
financial
legal
repairs
reputation
safety
security.
Conditions and criteria may include:
care
copyright
cost
cultural considerations
display
duration
environmental considerations
insurance
legal, ethical and financial considerations
location
purpose:
conservation
education
mobile exhibition
research
static exhibition
recordkeeping
risk assessment
security
usage.
Collection material is defined as objects, collections, artworks, specimens, structures or sites, and includes:
archaeological material
books and manuscripts
ethnographic material
film and audiovisual material
flora and fauna
furniture
photographs
technological and industry items
textiles
works on paper or canvas.
Procedures may relate to:
assessing condition and suitability of items for loan and resources required to prepare them for loan
costs associated with lending and borrowing
organisational conditions and criteria
plan to review procedures
purpose of the loan
recording relevant information about the loan to allow easy access by others
risk assessment, including consideration of environmental, transportation and security issues
written agreements.
Costs may relate to:
conservation
documentation
environment
handling
insurance
packing
security
transportation.
Risksmay relate to:
damage to the item or collection
damage to the installation or work site
financial
legal
repairs
reputation
safety
security.
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
review procedures for lending and borrowing collection material
implement lending and borrowing procedures for collection material
work cooperatively with others involved in lending and borrowing collection material.
Context of and specific resources for assessment
Assessment must ensure:
interaction with others to reflect necessary communication and negotiation
access to:
relevant policies and procedures manuals
a collection for which procedures for lending and borrowing collection materials may be reviewed.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance
evaluation of procedures and processes developed by the candidate for the lending and borrowing of different types of collection material
verbal or written questioning to assess knowledge of issues for consideration when lending and borrowing objects.
Assessment methods should closely reflect workplace demands and the needs of particular client groups (consider the requirements of different age groups, clients with English as a second language, clients with disabilities, remote library users, etc.).
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
CULCNM503A Manage the development of collections.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
review procedures for lending and borrowing collection material
implement lending and borrowing procedures for collection material
work cooperatively with others involved in lending and borrowing collection material.
Context of and specific resources for assessment
Assessment must ensure:
interaction with others to reflect necessary communication and negotiation
access to:
relevant policies and procedures manuals
a collection for which procedures for lending and borrowing collection materials may be reviewed.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third-party workplace reports of on-the-job performance
evaluation of procedures and processes developed by the candidate for the lending and borrowing of different types of collection material
verbal or written questioning to assess knowledge of issues for consideration when lending and borrowing objects.
Assessment methods should closely reflect workplace demands and the needs of particular client groups (consider the requirements of different age groups, clients with English as a second language, clients with disabilities, remote library users, etc.).
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
CULCNM503A Manage the development of collections.
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AWG07 | BSBLIB501 | Manage lending and borrowing processes for collections | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D697 | CUL50111 | Diploma of Library and Information Services | Qualification |