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EXCEL: A certificate program in
managing a small public library
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EXCEL Program
In the basic EXCEL program, there are seventeen courses currently offered in English and sixteen in French. Two of the courses, #16 (Professional development) and #17 (Electronic Information Sources) are offered as online courses.
A complete list of the core and elective courses is posted below.
Not all courses are offered every semester, so be sure to check the
course cycle list for details.
Candidates pursuing a Certificate in managing a small public library must complete at least
ten EXCEL courses, including six of the core courses,
within five years. In special circumstances, students may be
allowed to extend this five-year limit. Permission to do so must be
requested (in writing) from the EXCEL Course Director. The student must
clearly state the reason for the request. Individuals not interested in
pursuing the certificate, may take courses of interest to them.
Explains the purpose and format of EXCEL, including use of the
course materials, basic study skills and preparing for exams. This
orientation course provides an introduction to the purpose and
function of libraries, and provides an overview of the governance,
organization, collections, staffing and services of public
libraries. Specialized vocabulary will be introduced and an
understanding of the history of recorded information and current
library issues such as copyright and censorship will be acquired..
This course may be taken concurrently with one other course in a
student’s initial term. It is a requirement for the certificate. (6
modules)
Designed for chief executive officers, this course reviews the
governance structure of public libraries, the implications of being
a corporation, and the need for a constitution and by-laws.
Discusses the roles and responsibilities of trustees, the chief
executive officer, secretary and treasurer. Covers the management of
library services, finance and personnel. Certificate candidates must
take either this course or Supervision, but they may not take both.
Designed for subordinate staff, and, in particular, branch heads,
this course reviews the governance structure of public libraries
with emphasis on county libraries and focuses on personnel issues.
Following a discussion of roles and responsibilities of the chief
executive officer and the branch head, the focus of the course
switches to the supervision of personnel. Certificate candidates
must take either this course or Basic library management, but they
may not take both.
Discusses selecting a basic reference collection, developing a
search strategy for using that collection, types of reference
service, how to answer typical questions, identifying outside
resources, and developing effective reference interview techniques.
This course does not cover sources of electronic information (see
EXCEL course #17).
Discusses planning in relation to marketing, including
determining the target audience, developing appropriate programmes
and services, choosing the correct marketing mix, and designing
promotional materials. Covers resources available to assist in
library marketing. This course is a requirement for the certificate
programme.
Discusses needs assessment, collection development policies,
collection assessment, short- and long-term collection, planning,
and buying plans. This course is a requirement for the certificate
and a pre-/co-requisite for courses 7, 8 & 9.
Reviews in detail books for young children (picture, Mother
Goose, alphabet, counting, concept, beginning-to-read, wordless,
paper-engineered), traditional literature for all ages (folktales,
fables, myths, epics and legends), fiction (realistic fiction,
mystery and detective, adventure, animal, ghost, historical,
fantasy, science fiction), poetry, non-fiction, magazines, and
touches on audiovisual material. Discusses selecting and evaluating
these materials, and providing programmes and library services for
children. Contains several bibliographies. Certificate candidates
must take one of the three courses (7, 8 and 9) as a core course. If
you wish, you may take the remaining two of 7, 8, and 9 as elective
courses. (Offered in the Winter semester; one of these three courses
is offered in the Summer semesters.)
Reviews, in detail, genre fiction (realistic fiction, romance,
science fiction, fantasy, adventure, mystery, horror, and humour),
non-fiction, magazines, and touches on audiovisual materials.
Discusses selecting and evaluating these materials, and providing
programmes and library services for young adults. Contains several
bibliographies. Certificate candidates must take one of the three
courses (7, 8 and 9) as a core course. If you wish, you may take the
remaining two of 7, 8, and 9 as elective courses. (Offered in the
Winter semester; one of these three courses is offered in the Summer
semesters.)
Discusses selecting and evaluating fiction and non-fiction
materials, including non-book materials, for adults and special
groups, maintaining awareness of current trends and issues involving
adult materials, and providing programmes and library services for
adults and special groups. Certificate candidates must take one of
the three courses (7, 8 and 9) as a core course. If you wish, you
may take the remaining two of 7, 8, and 9 as elective courses.
10. Acquisitions and Serials -- (NO LONGER OFFERED)
Students must complete up to six assignments and write a final
examination. The assignments are based on practical applications to give
students an opportunity to test the principles in their own work
situations. Each course takes approximately fourteen weeks to complete.
Covers basic writing skills and skills for specialized types of
writing including reports, terms of reference, procedures, requests
for proposals, annual reports and business letters. Covers oral
presentation skills including preparing the presentation, using
visual aids and delivering different types of talks.
Covers principles of collection organization, use of Dewey
Decimal Classification system, Library of Congress Subject Headings,
CIP data, and ALA Filing Rules. Covers purchasing cataloguing from
commercial vendors and describes the process of creating
computerized bibliographic records using the IMPACT cataloguing
software and the MARC coding system.
Covers policies and procedures and files for circulation systems.
Explores advantages and disadvantages of computerized circulation
systems, but does not describe individual software packages in any
detail.
This course is intended to broaden your understanding of non-book
materials. It includes a discussion of the development of a non-book
collection, and looks specifically at video recordings, audio
recordings and CD-ROM materials.
15. Microcomputer Applications for Small Libraries -- (Under
revision - not currently being offered)
Discusses objectives for attending a conference or workshop,
using reporting techniques as follow-up to workshops and conferences
and relating the workshop/conference to the individual library
situation. Requires attendance at 12 hours of professional
development events over a period of approximately 12 months.
Discusses the impact of electronic information technology on
aspects of reference service such as the reference interview.
Examines new options in the development of a reference collection
and focuses on CD-ROM products and the Internet. Requires access to
the Internet, and it is recommended that students taking this course
have access to e-mail.
18. Planning for library service (Under revision)
Aimed at the CEO and other staff who are involved in the planning
process for public libraries, this course discusses planning in
detail, including needs assessment, surveys, goals and objectives,
implementation, monitoring, evaluating and review.
Readers’ advisory is the process of matching readers with books
and books to readers. It is answering questions that have more to do
with the patron’s leisure reading than their informational needs.
Readers’ advisory deals with both fiction and non-fiction titles and
a specific request may require both kinds of materials to meet a
need. This course covers the techniques of working in the area of
readers’ advisory work, but also provides suggestions for the range
of options available in this type of service.
Those who have recently taken EXCEL #4 Information services
will find some duplication, as some of the materials have been moved
out of EXCEL #4 and into this new course, but be assured that the
topic has been greatly expanded from the single section on readers’
advisory work that was found in EXCEL #4.
Public libraries have a rich tradition of programming with
children, young adults and adults, as a way of providing additional
opportunities for information, learning and entertainment.
This course will cover various aspects around programming in the
public library including development, planning, presentation and
evaluation of programs for all ages. There is a section
covering partnerships with other community agencies, organizations,
educational and cultural institutions, or individuals, to develop
and present co-sponsored public programs. Policy issues such
as fees, permissions and liabilities will also be discussed in this
course.
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