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Re: Portfolios for TS Librarians - Summary -- Jeanette Mosey Stephen D. Clark 21 Feb 2000 18:18 UTC

-------- Original Message --------
Subject: Portfolios for TS Librarians - Summary
Date: Mon, 21 Feb 2000 11:48:01 -0600
From: Jeanette Mosey <jmosey@austin.cc.tx.us>

Thanks to all who responded.  Here is some background information which
some
of you requested and then the responses, below:

A)  What is the purpose of the portfolio?
For the classroom faculty:  evaluating the Instructional Performance.

B)  Who will review the contents?
For the classroom faculty:  to be used by Task Force Chairs or Program
Coordinators.

c)  Faculty Status and Academic Titles -- Librarians do have faculty
status
and academic.  None of the faculty have "tenure."  ACC faculty are
appointed
initially for one year.  This may be renewed annually, unless
terminated,
until
three years have passed.  At that time, faculty are put on rolling
three-year contracts, which are renewed each year.

        -- Jeanette

1)  Librarians have to fill out a Faculty Activities Report ... T.S.
Librarians
do have an advantage over public service librarians, because our work is
more
easily quantified.  I put lots of numbers in my report.  How many books
I
cataloged, authority records created, updates to the database, etc. I
also
included any
workshops or conferences I attended, presentations that I made, web
pages I
had designed or maintained.  I listed the professional organizations
that I
am active
in, committee work (local, state and national). I cannot include it in
my
report,
but if I were you I would list any documentation that I created, changes
in
workflow, new procedures etc. You could also include copies of these
items.
Finally, since we are required to publish in refereed journals, I
included my
notes on the research I had done during the previous year, even though I
did not
have anything published.

2)  It seems to me that T.S. librarians would have a much easier time of
assembling a portfolio than our public services counterparts, since
there is
tangible evidence of our work every day.  I keep my own statistics,
which
include more items than are required for the departmental compilation,
and I
might include those sheets or an annual summary of same.  I would likely
include
any workforms of which I was particularly proud -- those on which I had
done an
inordinate amount of work, or which have real significance to our
collections.  Procedure sheets, management reports, articles in the
library
newsletter, etc.
would be good candidates for inclusion.  I  save some email exchanges
from
Autocat which include an original question, my response, and notes of
gratitude and/or
support for my point of view and include samples of these in my
promotion/tenure
dossier.  Basically, anything one has produced could be included.

3)  ... We are required to submit our tenure notebook for annual
review.  I'm assuming your 'portfolio' is equivalent to our tenure
notebook.
Each tenure track librarian must include:
A. Summary of Accomplishments (1 page highlighting our most 'impressive'
work
during our career at ...
B. Highlights of Directed Service (based on our job description and
covering
the most recent 12 months)
C. Highlights of Non-Directed Service (summary of career: service to the
Libraries, to the University, to the Profession. This includes committee
memberships, chairing, membership and/or work with professional
organizations, etc.)
D. Research and Creative Work (career summary: includes articles,
reviews or
reports published, presentations, etc.)

4)  We have been doing annual performance documents for a number of
years.  We
develop performance goals at the beginning of each year, based on our
job
descriptions and on special goals and projects we hope to undertake
during
the year.  The self-review document at the end of the year is simply a
response
to how well we think we've met our goals for the year.  The document is
reviewed
by the supervisor and/or director, and also by our peers for the purpose
of
awarding merit pay shares ... I've attached a copy of our guidelines
(PBSI
= Performance Based Salary Increase) (Note that we call them
"documents."
They are briefer than the portfolios we prepare for promotion, and they
do
not include supporting documentation.)  I think you can see that it's
not
that hard for a
tech services librarian to look okay on paper - we have lots of data,
numbers,
dollar figures.  Our head of cataloging cites numbers of items
processed,
error
rates, turnaround time, staff training completed, procedures written,
improvements, etc.  When I prepare a full portfolio for promotion, I
have
plenty
of documents to include.  It's true that I don't have testamonials from
faculty,
but I generate lots more paper than public service librarians.  Tech
services
librarians have as much opportunity to attend meetings, do
presentations,
serve
as officers, and publish articles as anyone.  In our state, we actually
have more opportunites because there are some specialized associations
just
for tech services.

*** See end of email for the PBSI guidelines ***

5)  I compiled a portfolio for my tenure review process here at a
community
college.  I included documents created for resolving OPAC
display/indexing
problems, I included written cataloging procedures, statistics of
cataloging done, and of course documents related to faculty committee
work.

6)  We have faculty status, and a very detailed set of criteria and
procedures,
which include technical services in the various assessment categories,
which are:
Job Performance, Job Development, Professional Development, and
Scholarly
and Service Accomplishments (This includes education, publishing,
teaching,
professional service, Community & University Service). We hold academic
titles and have a Reappointment, Promotion and Tenure committee that
operates on the same academic calendar as the
other faculty RPT committees. I can send you the details of the
technical
services sections if you are interested.

*********************************
PERFORMANCE-BASED SALARY INCREASE
SUMMARY OF PERFORMANCE FOR PROFESSIONAL LIBRARIANS

Evaluation year

Name

Please report and/or comment briefly on activities for the calendar
year.
Use as
many sheets as needed.

A.      Effectiveness as a Librarian
1.      Describe projects completed or goals reached.
2.      Describe increased or new responsibilities.
3.      Describe innovations or improvements initiated.

B.      Professional Achievement/Activities
1.      List name and date of any classes, institutes, workshops or
other
programs attended.
2.      List professional memberships at the local, state, regional or
national
level, including offices held and committee assignments.
3.      List professional meetings/conferences attended.
4.      List involvement with courses, workshops, seminars, or other
programs
(i.e. presentor, panel member, conductor, etc.)
5.      List research or creative activities.  If results were
published, give
bibliographic entry.  If work still in progress, describe and indicate
proposed completion date.  (May include administrative studies of
library
problems or issues, grant proposals, and other papers or reports done
for
library or university use.)

C.      Library, University and Community Service
1.      Library Service.  List professional involvement in library
committees,
subcommittees, or task forces.  Please indicate any of these groups
which
you chaired.
2.      University Service.  List your participation and positions held
in
university committees or other university service activities.
3.      Community service.  List community activities related to library
or
information science.
4.      Recognition.  List all professional awards and honors.

==================================================================
Jeanette Mosey                            Austin Community College
Head Librarian                            7748 Highway 290 West
LRS Technical Services & Automation       Austin, TX  78736
512-223-8682  voice                       512-223-8611  fax
jmosey@austin.cc.tx.us