Cataloging Library Technical Assistant Templates
There is a huge number of templates that someone in the Cataloging Library Technical Assistant role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Cataloging Library Technical Assistant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Cataloging Report
2. Library Collection Inventory
3. Cataloging Statistics Spreadsheet
4. Library Catalog Maintenance Log
5. Cataloging Workflow Checklist
6. Library Material Request Form
7. Cataloging Project Timeline
8. Library Cataloging Policies and Procedures
9. Cataloging Quality Control Checklist
10. Library Cataloging Training Manual
Reports
Reports are often prepared by a Cataloging Library Technical Assistant to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Cataloging Statistics Report
2. Collection Development Report
3. Cataloging Backlog Report
4. Cataloging Error Report
5. Duplicate Records Report
6. Authority Control Report
7. Cataloging Workflow Efficiency Report
8. Cataloging Quality Assurance Report
9. Cataloging Project Progress Report
10. Cataloging Budget Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Cataloging Library Technical Assistant does and how they do it.
1. Cataloging new books template
2. Cataloging periodicals template
3. Cataloging audiovisual materials template
4. Cataloging electronic resources template
5. Cataloging special collections template
6. Cataloging rare books template
7. Cataloging government documents template
8. Cataloging maps and atlases template
9. Cataloging manuscripts template
10. Cataloging archival materials template
Presentations
Cataloging Library Technical Assistant presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Cataloging Report
2. New Acquisitions Presentation
3. Library Collection Analysis
4. Cataloging Workflow Overview
5. Metadata Standards Update
Legal Docs
There are several key times when a Cataloging Library Technical Assistant needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Copyright Permission Request Form
2. Interlibrary Loan Agreement
3. Collection Development Policy
4. Patron Registration Form
5. Confidentiality Agreement
Health & Safety Templates
Health & Safety templates for a Cataloging Library Technical Assistant ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Hazard Assessment Template
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Cataloging Library Technical Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Staff Meeting Calendar
2. Library Program and Events Calendar
3. Cataloging and Processing Schedule Calendar
4. Collection Maintenance Calendar
5. Library Outreach and Promotion Calendar
Invoice Templates
Several types of Cataloging Library Technical Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Cataloging Services Invoice
2. Library Materials Acquisition Invoice
3. Interlibrary Loan Services Invoice
4. Database Subscription Invoice
5. Library Equipment Maintenance Invoice
Survey Templates
For a Cataloging Library Technical Assistant to get insights related to the work they do, they need to send out Cataloging Library Technical Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. User Satisfaction Survey
2. Collection Evaluation Survey
3. Library Program Feedback Survey
4. Digital Resources Usage Survey
5. Interlibrary Loan Satisfaction Survey
Meeting Agendas
Having premade Cataloging Library Technical Assistant meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Staff Meeting
2. Collection Development Meeting
3. Cataloging and Metadata Meeting
4. Interlibrary Loan Meeting
5. Library Outreach and Programming Meeting
Budget Templates
To manage finances well, a Cataloging Library Technical Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Operating Budget Template
2. Staffing Budget Template
3. Collection Development Budget Template
4. Equipment and Supplies Budget Template
5. Programming and Events Budget Template
Dashboards
Dashboards are a useful way for a Cataloging Library Technical Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Collection Overview Dashboard
2. Cataloging Progress Dashboard
3. Item Location Dashboard
4. Circulation Statistics Dashboard
5. Acquisitions Dashboard
Proposal Templates
For bidding or requesting work, a Cataloging Library Technical Assistant needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Cataloging Workflow Proposal
2. Collection Assessment Proposal
3. Digitization Project Proposal
4. Metadata Enhancement Proposal
5. Cataloging Training Proposal
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