Read If Organizing Work Things Sparks Joy

Image of assorted color markers in a glass jar next to a blank notebookPhoto by Jessica Lewis on Unsplash

I couldn’t help the Marie Kondo reference. (I really enjoyed Season 1 of “Tidying Up.” I go through purging periods every so often, so I am here for it.)

The longer I am at my job, the better I am getting at figuring out a system to keep track of what I work on. Who knew that some simple templates and a planner could help me feel better during those moments of one-shot instruction fatigue? As I’m not involved with meaningful assessment, it’s challenging for me to see the long-term effects of the work I do, so documenting my activities helps keep me motivated.

After I received the final documentation for my first review, I created a template in Google Docs for the documentation that I am responsible for turning in (visit “UC Librarian Review Process“), and I’ll be in much better shape for my next review in January 2020 as I have been filling it out with more significant projects and partnerships as I go along.

For instruction, I typically put all of my classes into Outlook because our research appointment calendar syncs with Outlook, but I learned that it is miserable to go back into your calendar to figure out how many classes and workshops you taught during a particular semester. Our research instruction request forms are also connected to the system we use for submitting post-class statistics. The library’s programmer was able to enhance our system so that we can see which classes have not had statistics submitted, but once you submit, it’s clunky to run a query.

I created yet another template to help me out in Google Sheets: bit.ly/class_stats_template It has a tab for classes and a tab for workshops. The Guide column is the URL to the class LibGuide. Students refers to the number of students. The Stats Recorded column is just a note for myself as I submit statistics into our system because I sometimes let it pile up. The Google Folder column is the key to what I actually did in class, as it links to a folder in Google Drive that contains the class syllabus, research assignment, and my lesson plan. In Google Drive, I have a 2018-2019 folder with subfolders for Fall 2018 and Spring 2019. My basic folder structure looks like the following: Semester > Instructor Name > Course. It’s now super simple for me to find all the corresponding documentation for each class I taught. If you’re interested, I also started using a new lesson plan template that I adapted from another librarian: bit.ly/lesson_plan_template I’m bummed to say that I don’t remember who shared it, but I need to comb through some librarian listserv archives to find out because I really need to thank them!

Seeing some of my work reflected in my Classes & Workshops spreadsheet this past semester has made me feel a lot better.

When I worked at the community college, one of my librarian mentors suggested that I get a paper planner that has both a monthly and weekly format, so that I take brief notes about what I work on within the planner. This semester, I’m going to utilize a planner to reflect on my teaching. While I print my lesson plans and write on them during class, they can look pretty cruddy. I need to do a better job about writing down what worked, what didn’t, observations, etc. (On that note, I do plan to finally finish reading char booth’s Reflective Teaching, Effective Learning: Instructional Literature for Library Educators, though I think char is working on a new edition.)

I also feel like this could be a fun workshop at conference–sharing instructional planning materials and tools and methods for keeping track of work. Like New Year library programming but for academic librarians.

UC Librarian Review Process

On June 1st, I celebrated my two-year anniversary at UC Merced. Almost a week later, I also received the final packet for my first review.

While librarians in the California State University and California Community College systems are faculty, librarians in the University of California system are not faculty but are academic personnel. Our review process and criteria for advancement do highlight the academic nature of our positions. You can read more about UC librarians’ performance criteria and the review and appraisal process in the Academic Personnel Manual (APM), sections 360-10 and 210-4e.

We are evaluated in a peer review process every two years for those who are in the assistant and associate range or every three years for those who are full librarians. I was hired as an associate librarian with potential for career status. Because I started on June 1, 2016, it meant that I could have a review at 1.5 or 2.5 years as the process is based on calendar years (January-December). I was really worried about my output with the shortened time frame, but I was able to add a note that my review reflected 18 months of work. My supervisor also encouraged me to go through with the earlier review, so that’s, ultimately, why I decided to go ahead. But I was really nervous when I received my review notice at the end of November.

I was asked to provide the contact information of three people who could write letters of evaluation based on some aspect of my work in the last 18 months. For the letters, I asked the chair of a committee I served on from the Librarians Association of the University of California (LAUC); a colleague from an Association of College and Research Libraries (ACRL) committee I serve on; and a writing faculty member at UC Merced whose classes I have taught for a few times. While I didn’t see these letters until the very end of the review process, it helped to know I picked folks I trust.

In early February, I also submitted my current curriculum vitae, current and former job descriptions (an adjustment was made from Instruction Librarian to Instruction and Outreach Librarian in March 2017), goal statements, organizational chart, and my self-review. The self-review:

…consist[s] of a concise, vita-style enumeration of accomplishments keyed to the criteria […] specified by APM 360-10, followed by a narrative discussion of three of the most significant items within APM 360-10 b. (1) and three of the most significant items within APM 360-10 b. (2), (3), and (4).

I listed key accomplishments related to my professional competence and service within the library (A), professional growth and continuing professional education (B), university and library-related public service (C), and research/creative works (D). In the narrative, I also had to discuss three major items related to A, which signals my main job duties. I also had to discuss three other major items related to any combination of B, C, or D.

I was really pleased and a bit taken aback by my supervisor’s response to the documentation I turned in. It wasn’t so much her recommendation that I receive a merit increase and career status but what she wrote about my work. I and so many others in the library and on campus deeply respect her, and a colleague and I half-joke that we feel like we constantly fail her. She wrote five single-sided pages and included this:

It is already evident, from her liaison and outreach work, that Lindsay has made the library, its people, services, and resources more visible to some of our campus constituents. She has successfully started some collaborations and set the groundwork for future partnerships. Overall, I have been impressed with Lindsay’s initiative in reaching out to a variety of campus individuals and believe her endeavors directly support the library’s strategic focus (2017-2020) to engage the community.

[She and I both discovered that I’m not actually eligible for career status because my review came before I was employed for 24 months. Our Associate University Librarian (AUL) pulled me into a quick meeting to explain the error, but all it means is that I will receive career status during my review in 2020. (I still got the merit increase, though. Huzzah!)]

After signing off the initial recommendation, my supervisor submitted all of my documentation, including her narrative and my letters of evaluation, to the Committee on Appointment, Promotion, and Advancement (CAPA). The CAPA consists of my librarian colleagues at UC Merced, minus my supervisor, AUL, Deputy University Librarian (DUL), and University Librarian (UL). The CAPA then looks over all of the documentation and decides whether to agree or disagree with the recommendation, and the chair writes a letter to the UL with the committee’s decision. The UL then writes a letter with his recommendation to the Provost. The Provost then writes a letter back to me with the final decision. I received my letter in the final packet, which the UL went over with me.

This was also the first time I read the letters of evaluation, CAPA letter, and the UL’s letter. I have so much self-doubt, especially since I started my career in an isolated branch campus of a community college, but reading their feedback has made me feel really good and inspired me to continue to do good work for our students, campus, and profession.

I also learned something new about myself from the review: I’m quite relational. The CAPA letter specifically notes, “…[These activities] all speak to her collegiality, collaboration, and support for the success of others that characterize her professional endeavors.” I don’t think I had ever realized this, at least to this degree. Just like I do with thank you cards, I’ll be keeping this review packet near when I need a boost.

I also learned that I am pretty old-school when it comes to keeping track of my work. I have tried a variety of apps and online programs, and, ultimately, what works for me is to look at my color-coded Outlook calendar at the end of every month for classes and workshops I’ve given and webinars I have attended and note them down in Word / Google Docs. I also keep track of major projects in a planner, so I can see what I worked on every week, though I am not always good about filling it out. Last month, I realized that I could just simply start the document that I will be turning in for my review in 2020. I set it up with the headings I will eventually need, and it’s been going well so far, especially for the sections related to professional development and research/creative works. If you’re a UC librarian, here’s the basic template I am using, which can be downloaded and adjusted to fit your needs: bit.ly/uclib_review_template

If you are new to the UC librarian review process, don’t panic. Your colleagues who have been through the process will be happy to share tips. And when you get back your successful review, please celebrate and take joy in what your colleagues within and outside the library and your campus had to say about your work.