-------- 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