Post on 20-Dec-2015
The Process Unleashed!
Peer Review Documentation Workshop 2008-2009
October 7, 2008
Peer Review Documentation Workshop Committee: Julie Kwan (Chair), Alan Carr, Chamya Kincy
Agenda
• Welcome and Introductions• Gary E. Strong: Comments• Jenifer Abramson: The Calendar, Changes to
the Call, and Library Human Resources Support Services
• Peer Review Documentation Workshop Committee: The Process Unleashed!
• Q & A Discussion
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Peer review – what is it?
• Subjecting your work to the scrutiny of peers for impartial review
• Confidential• A tradition at UCLA for over 35 years• CAPA & Ad Hoc Committees constitute the
peers who provide the impartial review• University Librarian has final decision making
authority but takes CAPA’s advice seriously
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What are the evaluation criteria?
• Criterion I: Professional competence and quality of service within the library
• Criterion II: Professional activity outside the library
• Criterion III: University and public service• Criterion IV: Research and other creative
activity
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Who’s involved?
• Candidate• Review Initiator• Department Head• AUL• CAPA• Ad Hoc Committee• Letter writers• University Librarian
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Our guiding light - “The Calendar”
• A timetable for preparing your packet
• Available on LHR website, linked from LAUC-LA web site
• Get critical dates on your calendar!
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Key Dates
• October 17, 2008 – Deadline for notification about out-of-cycle
actions
• November 19, 2008– Preliminary drafts of documentation due to RI– Preliminary conferences scheduled– Letters of recommendation solicited
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Key Dates (cont.)
• December 12, 2008– Deadline to request extension
• December 19, 2008– Candidates and RIs conduct final evaluation /
recommendation conferences– Candidates complete final copies of
documentation– RIs prepare final documentation & complete the
peer review file
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Key Dates (cont.)
• January 30, 2009– AULs prepare evaluations & meet with all parties
• July 1, 2009– Librarians receive letter notifying them of decision• Includes University Librarian assessment• Includes CAPA report• Includes unsigned Ad Hoc Committee report
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Peer Review Committees
• CAPA: Committee on Appointments, Promotions and Advancements (7 members)– Standing LAUC-LA Committee– Chair-Elect is elected, others appointed by LAUC-
LA Executive Board• Ad hoc committees (3 members)– Anonymous (known only to CAPA Chair or Chair-
elect)– Only for certain types of actions
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2008/2009 CAPA
Debe Costa, CAPA ChairMaureen Russell, CAPA Chair-ElectAnita ColbyRita CostelloDavid GilbertRhonda LawrenceNancy Norris
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The CALL
• UCLA Librarians’ CALL: Academic Personnel Procedures for the Librarian Series– Narrative– Definitions– Sample forms
• Available at http://staff.library.ucla.edu/hr/call/index.htm
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Required Forms
• Documentation and Signature Checklist• Academic Personnel Recommendation– What’s the action?
• Candidate’s Certification Statement– Candidate’s right to exclusions from CAPA and/or
Ad Hoc Committees
TIP! Place documents in the order listed on the Documentation and Signature Checklist
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What are these actions?• Normal merit• Career status• Promotion• Distinguished status• Acceleration• No action• Deferred review• Candidate-initiated• Off-cycle review• Deceleration
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Required Documents . . .
From the Librarian• Statement of Responsibilities• Data Summary• Statement of Professional Achievements (SOPA)
From the RI• Evaluation/Recommendation Statement
Supporting Documentation (as needed)
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Statement of Responsibilities
• Is up-to-date?• Do you have Criterion I changes?– May need separate statements– Use start and end dates– Use percentages (if applicable)
• Prepared jointly by RI & candidate• Review committees use SOR to understand
what falls into Criterion I
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What are your contributions?
• To your unit• To the library• To the campus• To the profession• To the community
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Data Summary
• Include Criteria I-IV activities• Excellent instructions in Form 4• Need advice? Ask:– Review Initiator– Other Librarians– Peer Review Documentation Workshop
Committee members– Former CAPA members
• Do not ask current CAPA members!
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Data Summary CAVEATS!
• No longer includes business meetings attended & visits to other libraries
• Indicate if work was collaborative, i.e., co-authored or co-taught
• Ad Hoc Peer Review Committee service now included
• May include Summary of Instructional Activities (SIA) in packet
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Criterion I: Professional Competence and Quality of Service Within the Library
• Your job responsibilities• UCLA library organizations,
committees, task forces• Continuing education– degrees– courses
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Criterion II: Professional Activity Outside the Library
• Professional organizations• Conferences (Attendance and Participation)• Teaching• Honors and Awards• Consulting
Indicate if work was collaborative!
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Criterion III: University and Public Service
• LAUC– includes Ad Hoc Peer
Review Committees
• Other university service• Public service– Professional librarian
service only
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Criterion IV: Research and Other Creative Activity
• Published writings• Submissions• Creative work in progress• Other creative work
Indicate if work was collaborative!
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Statement of Professional Achievements (SOPA)
• The candidate’s document to discuss:– Goals – Accomplishments– Contributions
• What inspires your work?
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More on the SOPA…
• Not a self-evaluation, but…• Use the SOPA to explicate items on your Data
Summary• Elaborate on activities• Focus on achievements & contributions• Include professional goals– Goals should be clearly stated at the end of the
SOPA
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Goals
Your goals should be• Specific• Measurable• Action-oriented• Relevant• Time bound
Ask these questions• Who?• What?• Where?• When?• Which?• Why?• How?
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Evaluation/Recommendation Statement
• This statement is written by the RI• Set up a meeting with your RI– Provide a list of Criteria I-IV activities to your RI– Assessment of previous goals– Create new goals
TIP! Provide RI with a list of your most important Criterion 1 activities and accomplishments during the review period, whether or not requested.
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Supporting Documentation
• Required for promotions and accelerations• Examples:– Letters from faculty, administrators, peers– Publications, including Web pages for which you
are responsible– Unpublished texts – Student evaluations
TIP! Along with names of referees, include a brief description of the specific accomplishment or contribution you would like the person to address in their letter of reference.
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Tips to Improve Your Packet
Don’t procrastinate Keep track of activities throughout the
review period Define acronyms Organize documentation Refer to documentation PROOFREAD!!!
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