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Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

The Carroll Preston Baber Research Grant

Application Cover Sheet

Please print out this form and return it with your project proposal.


Date submitted: November 25, 2009

Project Title:
Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians


Organization/Individual Applying: University of Florida/Betsy Simpson


Address: 219 Grinter Hall
PO Box 115500
Gainesville, FL 32611
Telephone: 352-392-1582

E-mail: ufproposals@ufl.edu


Fax: 352-392-4400


Project Director (if organization): Betsy Simpson


Telephone: 352-273-2730


E-mail:


Fax: 352-392-7635


betsys@uflib.ufl.edu


Amount Requested: $2,344

Summary of Proposed Project (2 or 3 sentences): The Shifting Patterns research project

seeks to develop an understanding of the dynamics involved in hiring practices and to identify

essential elements for initiating non-MLS degree librarians into the profession. Data gathered

will be used to create a framework for a model orientation program libraries can adapt to their

local environment. Assuring that non-MLS degree librarians have a meaningful introduction to

the theoretical and practical foundations of the field will greatly enhance their ability to

collaborate and contribute to the library enterprise.






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

"Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians"

Carroll Preston Baber Research Grant Application
Betsy Simpson, University of Florida
November 23, 2009


Statement of the problem

According to James Neal in "Raised by Wolves" (Library Journal, v. 131, no. 3, February 15,
2006), libraries are hiring professionals from outside librarianship for positions integral to the
optimal functioning of library operations at an increasing rate. While there is wide recognition
that libraries benefit from a diverse workforce, such a growing trend is hypothesized to change
the culture of libraries and librarianship in unforeseen ways. "Shifting Patterns: Examining the
Impact of Hiring Non-MLS Librarians" seeks to develop an understanding of the dynamics
involved in this shift in hiring practices and to identify the essential elements for initiating non-
MLS degree librarians into the profession. The data gathered will be used to create a
framework for a model orientation program libraries can adapt to their local environment.
Assuring that non-MLS degree librarians have a meaningful introduction to the theoretical and
practical foundations of the field will greatly enhance their ability to collaborate and contribute
to the library enterprise. The University of Florida Smathers Libraries is among those
institutions that will be able to apply the results of this research to inform future hiring and staff
development decisions. Brian Keith, the Smathers Assistant Dean for Human and Financial
Resources, who is the current chair of the ALA LLAMA Human Resources Section, has agreed
not only to consult on the project as needed but also publicize and encourage the adoption of an
orientation model through the ALA and Association of Research Libraries groups in which he is
actively engaged.

Research questions and strategies for answering

To what extent are libraries hiring non-MLS professionals to fill librarian lines?
o Survey Human Resource Officers at a random sample of 100 college libraries,
100 university libraries, and 100 public library systems identified through the
following resources:
The Complete Book of Colleges published by the Princeton Review (latest
edition)
Public Libraries, a Web site list of US public libraries
(http://www.publiclibraries.com)

Do current recruiting practices validate a trend?
o Examine job advertisements from American Libraries and College and Research
Libraries for degree requirements from 2000-present

How do the perspectives of library directors influence non-MLS hiring for librarian lines?
o Survey library directors from the random samples noted above






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

What, if any, differences exist between academic and public libraries?
o Analyze the data collected

Do libraries provide targeted orientations for non-MLS professionals?
o Include in survey to Human Resource Officers identified above

What elements would comprise a model orientation?
o Review literature for examples (e.g., CLIR Fellowship "Library Bootcamp")
o Interview 5-10 non-MLS professionals working in libraries about their
experiences and information needs

Groups of people who will eventually benefit

Libraries, and specifically non-MLS professionals working in libraries, will benefit from a
greater understanding of hiring patterns and orientation approaches. Such information will allow
libraries to assess more effectively the pros and cons of hiring non-MLS librarians and to
improve methods for assimilating them into the library culture. Non-MLS librarians will receive
training tailored to their individual needs, and as a result, will fully realize their potential as
contributors to the library enterprise.

Planned activities


July-August 2010


Recruit library school student (Florida State
University or University of South Florida) for
two semester internship to gather the contact
information for the surveys, assist with the
compilation of the results, and examine the job
ads


September-December 2010 Conduct literature review
Surveys (identify random samples, collect
contact information, develop questions, obtain
institutional approval for human subject
research)
January 2011 Submit 6 month report
February 2011-May 2011 Distribute surveys and compile results
Record and analyze data from job ads
June 2011 Present findings at 2011 ALA Annual
Conference
July 2011-August 2011 Interview non-MLS librarians
September 2011-December 2011 Write article
January 2012 Submit final report






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries


Plans for dissemination


Oral presentation at ALA Annual Conference
Article in an ALA divisional periodical, such as Library Leadership and Management, or
a non-ALA periodical covering human resource issues


Budget


Expense Category Request Cost Share Total
Principal Investigator 2% salary/benefits $3,080
for
18 months
Stipend for internship $1,072/semester $2,144
(5 hours/week @ $15/hour
+ 2.1% FICA)
Travel support (2011 ALA $200 $200
Annual Conference)
Total $2,344 $3,080 $5,424






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

Elizabeth Y. Simpson
University Librarian
University of Florida

Contact Information
George A. Smathers Libraries
University of Florida
P.O. Box 117007
Gainesville, FL 32611-7007
Phone: 352-273-2730
Fax: 352-392-7365
Email: betsysim@ufl.edu

Education
B.A. Religious Studies University of Virginia 1977
M.Ed. Counseling University of Virginia 1978
M.S. Library Science Simmons College 1985

Employment
University of Florida, George A. Smathers Libraries, Gainesville, Florida
Chair, Cataloging and Metadata Department, July 2004 present
Direct cataloging operations and oversee management team, including the heads of four
cataloging units Copy Cataloging, Humanities and Special Collections, Science and Social
Science, and Authorities and Metadata Quality and the Principal Serials Cataloger. Work
with colleagues across divisions to improve library functions and services. The department
consists of twenty-six staff including seven faculty and nineteen paraprofessionals with
responsibility for original and copy cataloging of material in all bibliographic formats and a
wide variety of languages as well as supporting grant-funded cataloging activities. Close to
30,000 titles are cataloged per year including approximately 5,000 original records.
Additional records are batchloaded annually. The department participates in national
cooperative programs such as the Name Authority Cooperative Program (NACO), Subject
Authority Cooperative Program (SACO), Cooperative Online Serials Program (CONSER) and
Bibliographic Record Cooperative Program (BIBCO). Promoted to University Librarian July
2009.

Associate Chair, Contributed Cataloging Section, Resource Services Department
May 2000 June 2004; Acting Associate Chair, August December 1999,
March May 2000
Managed the activities of three monographic cataloging units comprised of eighteen staff,
including seven faculty and eleven paraprofessionals, generating 20,000 cataloged titles per
year including 5,000 original records. Collaborated with Department Chair and Associate Chairs
to establish policy, procedures, and workflow department-wide. Awarded tenure and
promoted to Associate Librarian July 2002.






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

Acting Associate Chair, Central Bibliographic Services Section, Resource Services Department-Copy
Cataloging Unit and Authorities/Data Quality Unit, August 2001 May 2002
Managed unit activities during Associate Chair's sabbatical. Worked closely with unit members
to maintain effective functioning of operations. Facilitated transition when Copy Cataloging
Unit Head resigned in January, and served as acting unit head. Oversaw maintenance of
department Web site.

Head, Social Sciences Cataloging Unit, Resource Services Department, May 1998 -
August 1999, January March 2000; Acting Unit Head, July 1996- June 1997
Directed unit activities and oversaw the training and development of seven unit members
including two librarians and five paraprofessionals. Instrumental in establishing a new position
line within the Libraries for paraprofessionals in 1996. Assisted with the management of the
section. Promoted to Assistant Librarian July 1996.

Social Sciences Monograph Cataloger, Resource Services Department, March 1995 -
May 2000
Provided full level original cataloging and upgrades for monographs in the social sciences.
Contributed name and series authorities to the national database. Served as department NACO
Reviewer (1996 1997) and NACO Coordinator (1997 2000).

Psychology Selector, Smathers Libraries Selectors Group, March 1995 August 2000
Managed the University's psychology collection. Acted as primary liaison to the Psychology
Department. Provided leadership for coordination of psychology materials campuswide.
Developed and maintained the Libraries' Psychology Web Subject Guide. Participated in the
evaluation of the PsyclNFO historic file during beta-testing at the Florida Center for Library
Automation (FCLA).

Visiting Acquisitions Projects Librarian, Resource Services Department, October 1994 March 1995
Coordinated the implementation of a major serials redirect project involving the transferal of
over 5000 titles to new vendors. Assisted with the evaluation of a new monographic approval
plan.

Regis College, Weston, Massachusetts
Interim Archivist, Spring 1991
Managed college archives, provided reference service, and created exhibits.

Catalog Librarian, November 1986 October 1988
Cataloged all library materials through OCLC. Maintained card catalog. Managed retrospective
conversion project. Supervised support staff and students.

Honors
Presidential Citation, Association for Library Collections and Technical Services (ALCTS), 2008
In recognition of outstanding service as chair of the association's Leadership Development
Committee






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

University of Florida Davis Productivity Award-Certificate of Commendation to the Smathers Libraries
Serials Redirect Project Group, 1995
University of Florida, George A. Smathers Libraries, Award of Merit, 1995 and 2001

Elected to membership in Beta Phi Mu (International Library and Information Science Honor Society),
1985

Publications
Refereed
Michael Jay, Betsy Simpson, and Doug Smith, "CatQC and Shelf-Ready Material: Preserving Data
Quality While Speeding Collections to Users," Information Technology and Libraries, v. 28, no. 1,
2009.

Betsy Simpson, "Collections Define Cataloging's Future," Journal of Academic Librarianship, v. 33, no.
4, 2007.

Betsy Simpson, Jimmie Lundgren, and Tatiana Barr, "Linking Print and Electronic Books: One
Approach," Library Resources & Technical Services, v. 51, no. 2, 2007.

Betsy Simpson, Priscilla Williams, Shelley Arlen, and Peter Bushnell, "Accessing Locally Created
Subject Guides via the Library's Catalog," Collection Management, v. 30, no. 4, 2005.

Betsy Simpson and Priscilla Williams, "Growing a NACO Program: Ingredients for Success," Cataloging
& Classification Quarterly, v. 40, n. 1, 2005.

Priscilla Williams, Tatiana Barr, Daniel Cromwell, Jimmie Lundgren, and Betsy Simpson, "Relocation or
Dislocation: Optimizing Change in Technical Services," Technology Services Quarterly, v. 20, n. 1,
2002.

Betsy Simpson and Priscilla Williams, "The Cataloger's Workstation Revisited: Utilizing Cataloger's
Desktop," Cataloging & Classification Quarterly, v. 33, n. 1, 2001.

Directory of Test Collections in Academic, Professional, and Research Libraries, edited by Paul G.
Fehrmann and Nancy Patricia O'Brien, compiled by Ad hoc Committee on the Test Collection
Directory, Chicago: Association of College and Research Libraries, 2001.
(Ad hoc Committee member)

Jimmie Lundgren and Betsy Simpson, "Looking Through Users' Eyes: What Do Graduate Students
Need to Know about Internet Resources?" Journal of Internet Cataloging, v.1, n.4, 1999.

Jimmie Lundgren and Betsy Simpson, "Cataloging Needs Survey for Faculty at the University of Florida,"
Cataloging & Classification Quarterly, v.23, n.3/4, Spring 1997.






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries



Non-refereed
Betsy Simpson, "Succession Planning: The Future of Your Library Depends on It," ALCTS Newsletter
Online, v. 19, no. 4, 2008. (summary report of conference program)

Betsy Simpson, "2007 ALA-APA Non-MLS Salary Survey Examines Librarian Titles," Library Worklife,
v.5, no. 4, April 2008. (invited guest researcher)

Jimmie Lundgren and Betsy Simpson, "Lazerow Research on Cataloging Needs," College & Research
Libraries News, v.58, n.7, July/August 1997.

Betsy Simpson, ed., NMRT Footnotes, Chicago: American Library Association, 1999 2000 (official
newsletter of the New Members Round Table, American Library Association)

Betsy Simpson, UF and NACO Online Guide (created and maintained 1997 2000)

Betsy Simpson, Psychology Online Subject Guide (created and maintained 1995 2000)

Presentations
Invited
National Organizations
"The Role of Macro Express in Generating Cataloging Statistics," Ex Libris Users of North America
Annual Meeting, 2006 (co-presenter)

"Ask the Experts," Ex Libris Users of North America Annual Meeting, 2006
(panel member)

"Use of CLARR to Enhance NACO Involvement," American Library Association Annual Conference,
1997 (co-presenter; CLARR refers to The Cataloger's Toolkit software)

State Organizations
"FRBR: Functional Requirements for the Bibliographic Record," Southwest Florida Library Network
full-day workshop, 2006 (co-presenter)

Non-invited
National Organizations
"Virtual Bookplates: Emerging Opportunities for Gifts & Endowments," American Library Association
Midwinter Conference, Virtual Poster Session, 2009 (co-presenter)

"Succession Planning: The Future of Your Library Depends on It," American Library Association Annual
Conference, 2008 (program chair and moderator)

"Managing the Multi-generational Workplace: Practical Techniques," Pre-conference, American
Library Association Annual Conference, 2007 (moderator)






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries


"Association for Library Collections and Technical Services Volunteer Forum," American Library
Association Midwinter Meeting, 2006- 2008 (program chair, 2006; moderator, 2006- 2008)

"Association for Library Collections and Technical Services New Leaders Orientation," American
Library Association Annual Conference, 2006 2008 (program chair, 2006; moderator, 2006 2008)

"An (Almost) Automatic New Titles List," Ex Libris Users of North America Annual Meeting, Poster
Session, 2006 (co-presenter)

"ALCTS and Continuing Education: How to Build a Successful CE Course," American Library Association
Annual Conference, 2006 (program co-chair)

"Managing Across Generations: Traditionalists to Millennials," American Library Association Annual
Conference, 2005 (program co-chair)

"A FRBR-lnspired Initiative to Improve User Retrieval of Multiple Versions," American Library
Association Annual Conference, Poster Session, 2005 (co-organizer)

"The New Face of Cataloging," American Library Association Annual Conference, Poster Session, 2004
(co-presenter)

"Technical Services Workflow Analysis for Office Planning at the University of Florida," American
Library Association Annual Conference, Poster Session, 2001 (co-presenter)

"Training Staff to Use Cataloger's Desktop/Classification Plus," American Library Association Annual
Conference, Poster Session, 1999 (co-presenter)

"User Input on Internet Resource Description from Graduate Students at the University of Florida,"
American Library Association Annual Conference, Poster Session, 1998
(co-presenter)

"Cataloging Needs Survey: An Instrument for Faculty Input on Elements of the Catalog Record,"
American Library Association Annual Conference, Poster Session, 1996
(co-presenter)

"Cataloging Needs Research: Development of a Survey Technique at the University of Florida
Libraries," American Library Association Annual Conference, 1996 (co-presenter)

State Organizations
"Virtual Bookplates: Improving Technical Services Workflow and Donor Recognition," Florida Library
Association Annual Conference, Poster Session, 2009 (co-presenter)

"Integrating Resources" Roundtables, State University Libraries OPAC Visioning Summit held at
University of Central Florida, 2008 (co-organizer and moderator)






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries


"Reinventing Outreach: The New Frontier," Association of College and Research Libraries, Florida
Chapter, Fall Program, 2008 (program chair and moderator)

"Technical Services Planning Committee Report," State University Libraries Interest Group Meeting,
Florida Library Association Annual Conference, 2007

"UF Aleph Experience: Cataloging," Council of State University Libraries Technical Services Planning
Committee Meeting, 2005

"UF Aleph Migration," Florida Center for Library Automation Joint Meeting, 2003
(co-presenter)

"The Circle of Sharing: Original Authority Contributions," Florida Library Association Annual
Conference, Poster Session, 1999 (co-presenter)

Libraries
"Library of Congress Response to the Final Report of the Working Group on the Future of
Bibliographic Control," UF Libraries Journal Club, 2008 (co-presenter)

"The RLG Programs Descriptive Metadata Practices Survey Results," UF Libraries Journal Club, 2008
(co-presenter)

"Discussion of Managing Up," UF Libraries Journal Club, 2007

"Future Scan: The World is Flat," UF Libraries Town Meeting, 2006 (developed and led library-wide
meeting to review and discuss The World is Flat by Thomas Friedman)

"Linking E-books to Print Versions," UF Libraries Journal Club, 2006 (co-presenter)



Grants
Samuel Lazerow Fellowship
Effective dates of the grant: November 20, 1995 November 26, 1996
Granting Agency: Association of College and Research Libraries
Purpose: to foster research in Acquisitions or Technical Services in an Academic or Research Library
Amount: $1,000

Consulting
External reviewer
University of Tennessee, tenure/promotion candidate, 2008
Florida State University, promotion candidate, 2007
University of Kentucky Libraries, promotion candidate, 2006
Texas Tech University Libraries, promotion candidate, 2006
Colorado State University Libraries, tenure/promotion candidate, 2006






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

Mississippi State University Libraries, tenure/promotion candidate, 2005
Professional Service
National Organizations
American Library Association, Member, 1988- present
Association for Library Collections and Technical Services, Member, 1995 present
Technical Services Managers in Academic Libraries Interest Group, Steering Committee
Member, 2009- present
Esther J. Piercy Award Jury, Member, 2008 2009
Leadership Development Committee: Chair, 2005 2008; Member, 2004 2005
Heads of Cataloging Discussion Group: Chair, 2002 2003; Vice-Chair, 2001 2002
Collection Management Development Section Liaison to the Committee on Cataloging:
Description and Access, 1996 1998
Creative Ideas in Technical Services Discussion Group, Recorder, 1996

Association of College and Research Libraries, Member, 1995 present
Samuel Lazerow Fellowship Committee, Intern, 2004

Education and Behavioral Sciences Section, Member, 1996 2000
o Ad-hoc Test Collections Directory Committee, Member, 1998 2000
o Psychology/Psychiatry Committee, Member, 1996 2000

New Members Round Table, Member, 1995 2000
NMRT Footnotes Newsletter Committee: Editor, 1999 2000; Assistant Editor, 1997 1999;
Member, 1995 1997
Mentor, 1998 1999
Mentoring Committee, Member, 1995 1996

Library Information and Technology Association, Member, 2000 present

International Relations Round Table, Member, 2008 present
Visitors Center Committee, Member 2009 present

Program for Cooperative Cataloging (institutional membership)
Task Group on Training and Participant Documentation, Co-chair, 2000



State Organizations

Association of College and Research Libraries, Florida Chapter, Member 1995 present
Board of Directors: Past President and Nominating Committee Chair, 2008 2009; President,
2007 2008; Vice President/President Elect, 2006 2007; Member, 2005 2006
FACRL Newsletter, Reporter, 1997 2000

Florida Library Association, Member, 1995 1996, 1998 present






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

Academic Libraries Member Group (formerly Academic Section):
Chair, 2007 2008; Vice Chair/Chair Elect, 2006 2007

Florida Library Leadership Program
Sunshine State Library Leadership Institute, Mentor, 2007 present

State University Libraries Technical Services Planning Committee
Smathers Libraries Representative, 2006 present
Joint TSPC-OPAC Vision Summit Report Taskforce, Member, 2008
OPAC Subcommittee Liaison, 2008 present

University

University Minority Mentor Program, Mentor, 2002 2005
University of Florida Senate, Senator, 1997 1999

Libraries

Tenure and Promotion Committee, Chair, 2009 present; Member, 2003 2006
Joint Committee on Market Equity Analysis, Chair, 2008 present
Advisory Group for Research Services and Scholarly Resources, 2008 present
Libraries Community Campaign Committee, Member, 2008, 1996 1997; Chair, 1995
Science and Technology Librarian Search Committee, Chair, 2008
Association of Research Libraries Statistics Survey Working Group, Member, 2008 present
Technical Services Alliance, Member, 2007 present
Cataloging and Metadata Department Management Group, Coordinator, 2004 present
Tenure-track librarian mentor, 2004 present
Library Council, Member, 2002- present
Middle Managers Group, Member, 1999- present
Sustained Performance Evaluation Committee, Member, 2007 2009
Association of Research Libraries Statistics Survey Review Task Force, Member, 2007 2008
Employee Recognition Committee, Chair, 2006 2008
Joint Bibs Task Group, Member, 2006 2007
Staff Structure Reorganization Committee, Member, 2006- 2007
Special and Area Studies Collections Department, Faculty Council Strategic Planning Meeting,
Facilitator, 2006
Management Information Gathering Task Force, Chair, 2006
Cross-divisional Meeting, Co-facilitator, 2006 2007; Facilitator, 2005 2006
Public Services Council Meeting, Facilitator, 2005 2006
Classification Study Committee, Member, 2005
Tenure and Promotion Distinction Committee, Member, 2005
Faculty Survey Meeting, Small Group Facilitator, 2005
Technical Services Aleph Implementation Group, Chair, 2004 2007
Sabbatical Committee, Chair, 2004 2005; Member, 2003
Psychology/Sociology Librarian Search Committee, Member, 2004






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries

* Aleph Cataloging Trainers Group, Facilitator, 2003 2004
* Resource Services Migration Group, Chair, 2003- 2004
* Aleph Implementation Steering Committee, Member, 2002 2005
* FISH Customer Service program, Co-leader, 2002 2003
* Strategic Plan Implementation Team, Member, 2002- 2003
* Supervisors Discussion Group, Co-coordinator, 2002 2003
* Task Group on Library Response to University's Presidential Task Force on the Future of the
University, Member, 2002
* Resource Services Preliminary Library Management System Migration Planning Group, Chair, 2001
2003
* Electronic Database Group, Coordinator, 2001
* Library Services and Technology Act (LSTA) Special Collections Project Cataloger Search
Committee, Chair, 2001
* Organizational Development Processes Planning Committee, Member, 2001
* Education Library Head Search Committee, Chair, 2000 2001
* Blackwell Table of Contents Service Group, Member, 2000
* Libraries Discussion Series on the Library of Congress Bicentennial Conference on Bibliographic
Control for the New Millennium, Coordinator, 2000
* Technical Services Management Group, Member, 1999 2007
* Technical Services Steering Committee, Member, 1999 2007
* Resource Services Management Group, Member, 1999 2004
* Staff Awards Committee, Member, 1999 2000
* Public Information Officer Search Committee, Chair, 1999
* Humanities/Special Collections Cataloging Unit Head Search Committee, Chair, 1999
* Libraries Nominating Committee for Faculty Senate, Member, 1999
* Yankee Book Peddler Approval Plan Review Group, Member, 1998
* Newspaper Project Librarian Search Committee, Member, 1997 1998
* Contributed Cataloging Section Management Group, Chair, 2000 2004; Member, 1996- 1999
* Resource Services Unit Heads Group, Member, 1996- 2004
* OCLC Access Costs Working Group, Coordinator, 1996 1998
* Task Force on Staff Organizations, Member, 1996






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries



Brian William Keith
PROFESSIONAL EXPERIENCE
2005 Present The George A. Smathers Libraries, University of Florida
Assistant Dean (2009-Present), Assistant Director (2008-2009), Program Director (2005-2008)
Serves as the most senior Human Resources and Financial professional for the Smathers Libraries,
serving as representative to the larger University organization and as counsel to supervisors and senior
management of the Libraries. This system includes 405 employees represented by multiple labor unions and
annual funding in excess of 34 million dollars (state, contracts/grants, foundation, auxiliaries, etc). The
Smathers Libraries includes Library West, Library East, Marston Science Library, Music Library, Architecture
and Fine Arts Library, Education Library, Journalism Library, Auxiliary Library Facility, Health Science Library,
Borland Library at Shands Jacksonville, the Veterinary Medicine Reading Room and 11 additional distinct
service or administrative units.
Manages the recruitment process for all library positions. Assists department Chairs and Deans in
developing vacancy announcements and search strategies. Provides training and guidance for those involved
in recruitment and interviewing. Develops and monitors strategies to enhance and maintain diversity among
the library staff. Serves as ex-officio on all faculty search committees.
Provides employee relations counseling for the University Library System. Coordinates employee
relations actions with representatives of numerous university entities. Counsels employees with work-related
problems; provides guidance to supervisors on employee relations; and insures adherence to library and
university Policies and applicable state and federal employment laws.
Develops, maintains and interprets compensation plans for library employees. Evaluates relative
compensable factors and determines appropriate salaries to offer candidates. Provides analysis and counsel to
ensure salary equity within the Libraries, and to maintain competitive salaries. Prepares policy and procedure
guidelines for compensation as needed.
Manages the library performance review process. Generates policies, sets timetables, and provides
guidance to supervisors to ensure effective evaluation techniques and outcomes.
Administrates the tenure and promotion process for the Smathers Libraries, inclusive of the Health
Science Center Libraries, and Legal Information Center faculty. Sets the library schedule for completing the
phases of the tenure and promotion review processes. Reviews tenure and promotion packets. Interprets
applicable rules and regulations for Deans and Directors, Department Chairs, the Libraries' Tenure and
Promotion Committee and nominees. Provides training and counsel to faculty to support their preparation for
tenure and promotion process.
Plans and implements staff development programs that meet the goals of the Libraries. Implements
continuing assessment to develop programs that meet changing needs. Defines skill training and orientation
needs, and produces materials to support such programs.
Gathers, compiles, analyzes and interprets statistics and information related to library financial
activities. Provides management reports on all library income and expenditures; compiles statistical data to
monitor library financial functions; analyzes cash flows and expenditures to project current and future financial
status; develops reports to enhance the accumulation of financial and statistical data for the library
departments, Deans and other library stakeholders; and provides library administration with in-depth analyses
of pertinent financial activities to maximize the Libraries' resources.
Develops the annual budget, OPS budgets, and various other project level budgets with the Deans and
disseminates this information to the libraries' Chairs and other managers.
Coordinates goals, objectives and priorities for the Smathers Human Resources and Fiscal Services
Offices; coordinates planning, organizing and implementation of efforts for the unit's 10 staff; evaluates the
success in meeting goals and objectives; coordinates the unit's activities with other units and departments of
the Libraries; and implements changes to respond to changes and/or create improved operations and
outcomes.
Interfaces with numerous university offices and officials and represents the Libraries in matters dealing
with human resources and financial management.






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries



1996 2005 The Cathedral Foundation of Jacksonville, Inc.
Director of Human Resources and Risk Management (2001-2005), Director of Human
Resources (1999-2001), Human Resources Manager (1996-1999)
Consulted with and advised management, officers and Board of Directors regarding employee relations
issues, legal compliance, and organizational development.

Designed, authored, implemented, communicated, monitored and enforced all personnel policies and
procedures for a 325 plus employee organization with corporate entities and profit centers in the commercial
property management, healthcare, social services, apartment management and food service industries.
Maintained up to date legal expertise in order to ensure compliance with all local, state and federal
employment and benefits laws. Investigated, coordinated efforts of legal counsel and responded to all
personnel claims, including: harassment; OSHA violations; wage and hour violations; and discrimination.
Administered and designed employee benefit programs including: paid and unpaid leave systems;
educational assistance; employee assistance program; and disability, life, dental, and health insurances.
Provided benefits training and counseling for all levels of employees; provided prompt, accurate and
thorough customer service; and advocated on behalf of staff members and their covered family members to
ensure appropriate benefits are received from third party benefit providers, while maintaining these key long-
term vendor relationships.
Served as Plan Administrator and Investment Committee member for employee profit sharing plan with
holdings of over $5,000,000, with responsibilities including: employee training and enrollments; required
reporting; ERISA compliance; and vendor oversight.
Designed, implemented and maintained highly successful 401(k) pretax payroll deduction retirement
savings program.
Workplace Safety and OSHA compliance manager, and workers' compensation and automobile liability
loss control manager operating in concert with applicable carriers and with responsibilities including: loss
prevention; claims reporting, investigation and management; return-to-work and legal defense coordination.
Unemployment compensation claims management, including: preparation and submission of
employer's response and representation of the employer in all appeals processes and hearings.
Conducted employee training and orientations regarding organizational history; values and culture;
polices and practices; and employee compensation and benefits. Leadership on various committees to
promote job satisfaction, creativity, retention, safety and professional development for all staff.
Supervised and ensured legal compliance for employee payroll exceeding $6,000,000 annually.
Established and implemented IRS Code Section 125 plan for employee pretax payroll deductions.
Administration of property and casualty coverages, comprised of 20 insurance policies and 6 bonds,
representing annual premiums in excess of $2,000,000, with responsibilities including: applications and
underwriting processes, the coordination of the efforts of 6 competing brokers, site inspections, coverage
audits, risk management, and claims investigations and administration.


ACADEMIC AND PROFESSIONAL CREDENTIALS
1994 Bachelor of Science, Psychology University of Florida
Phi Kappa Phi Honor Society
1996 Master of Business Administration University of Florida
2004 Senior Professional in Human Resources (SPHR) Certification Society for Human Resources
Management






Shifting Patterns: Examining the Impact of Hiring Non-MLS Librarians
University of Florida Libraries



A WARDS AND SERVICE
2008 SirsiDynix-ALA-APA Award for Outstanding Achievement in Promoting Salaries and Status for
Library Workers
2006-2009 Member, American Library Association, Human Resource Development and Recruitment
Advisory Committee
2008-2009 Vice-Chair, American Library Association, Library Leadership and Management Assoc.,
Human Resources Section
2009-2010 Chair, American Library Association, Library Leadership and Management Association,
Human Resources Section
2009-2011 Member, UF Faculty and Staff Benefits Committee
2009-2011 Member, UF Career Resource Center Advisory Committee

SCHOLARSHIP
Pending Association of Research Libraries SPEC Kit: Professional Development Benefits
Numerous invited presentations at the American Library Association, and Florida Library Association on
Human Resources, Recruitment and Diversity topics