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Are your library support staff classifications ready for the twenty-first century?.

Author: Stambaugh, Laine. Source: Library Administration & Management v. 14 no3 (Summer 2000) p. 167-71 ISSN: 0888-4463 Number: BLIB00007336 Copyright: The magazine publisher is the copyright holder of this article and it is reproduced with permission. Further reproduction of this article in violation of the copyright is prohibited.


In the course of compiling a recent ARL SPEC Kit (no. 252) on "Library Support Staff Classification Studies," it became clear rather quickly that those of us in academic/research libraries would almost rather move an entire library collection than devise or even be remotely involved in planning a new classification system that is applicable to today's workplace environment. In fact, our initial survey indicated that 95 percent of the respondents are utilizing a classification system that is eight years or older!(FN1) Why the hesitation to hunker down and come up with a system that applies to library support staff jobs as we enter the twenty-first century? We had all our networks and databases Y2K satisfactory and ready to go at the turn of the millennium. Why not our vital job classifications?

As stated in Shelley Mosley's "How to Survive a Classification Study" article in 1998, library classification schemes are currently useful for only about five to seven years, due to the rapidly changing technologies and organizational structures within today's libraries.(FN2) These studies are so labor- and time-intensive it is no small wonder that it takes us ten years to realize how outdated we are. The alternative is living and trying to work with a series that no longer operates efficiently. And that does not make any of our jobs easier.

The State of Oregon recently designed and implemented a more broadband type of classification system for computer support/analyst positions. These new classifications ("information technology consultant" is now used in our library instead of "user support specialist") are meant to reflect, according to their documentation, "today's business needs and the changing environment of work. We are moving away from discrete, narrowly focused 'jobs and into an environment where the complexities of work require broader skills and flexibility." Sounds like libraries, doesn't it?

Traditionally, state classifications have been scrutinized closely by local unions, and have consisted of fairly rigid classification ranges with numerous pay levels that are attained through annual step increases, until one reaches the top of one's respective range (i.e., through seniority or longevity). We are anxious to see how this experimental classification system works especially now that we have just implemented a new Library Technician Series. This implementation was completed after much time, effort, delay, and all that is incumbent with a major classification study in a large system (we had six other state campus libraries providing feedback on our work).

Regardless of the fact that I am already looking ahead to something "better" in the near future, other academic/research libraries might benefit from the process and outcome of our project. I have yet to come across any recent literature on the subject of classification studies in academic/research libraries that deal solely with library-specific support staff, so would like to offer these tips to any library that is considering a classification review in the near future.

WHY DO A CLASSIFICATION STUDY?Our library was fortunate in many ways to be asked to take the initiative on revising a statewide series via our campus Human Resources Office. I realize, of course, that this process may not be an option in all cases, depending on the environment. If you do have a shared statewide system, however, you might be doing yourself a big favor by informally polling your colleagues at their respective institutions to see if they are satisfied with the current system. If not, see what suggestions they have, keeping in mind that not all campuses or organizations will utilize a classification system or will support staff positions in the same way. Some libraries may have more library technicians or library assistants at the lower levels rather than the higher levels, or vice versa. Individual organizational history is generally the culprit, whatever the case. But "tradition" does not necessarily have to tie your hands if you are willing to take the necessary steps. It is a generally widespread occurrence in academic libraries for librarians at all levels and ranks to be relinquishing "lower level" responsibilities to paraprofessional support staff. This allows them to focus on resolving complex policy and standards questions, provide more in-depth research assistance and instruction, and possibly exercise greater administrative and personnel decision-making responsibility.(FN3).

Once you have some sense of what you would like to accomplish (i.e., how do you want to change the current system and why?), make first contact with your campus HR classification/compensation manager and share your concerns and findings. You may be surprised to learn that she would be ecstatic to have the library spearhead an overview of a system that the campus or state can't make heads nor tails out of. After all, who speaks "library" better than those of us who work in them day-in and day-out?

Do keep in mind that not all classification reviews or revisions result in pay increases whose burden your library must bear. Just acknowledge up front that this will be a tedious, time-consuming exercise, so you must have a good reason for attempting it at all.

WHO ARE THE PLAYERS?There are many ways and different methods to go about this within a library (e.g., point factoring or broadbanding). Our library administration decided to designate a "library spec team" consisting of four members (two faculty librarians and two managers, representing personnel, public services, technical services, and a branch library). Much will depend on your individual organization (e.g., size, variety of types, and locations of positions throughout the system). Our spec team met as needed with the campus HR classification/compensation manager, who in turn, reported back to a statewide classification/compensation group, thus the entire process was monitored with checks and balances along the way. It was our spec team that determined the methods and criteria to be used in the project. The team also developed a list of distinguishing features and a survey instrument to assist us in developing a list of typical tasks for each level within the classification. Department heads and/or supervisors were interviewed about specific positions we thought would make good benchmarks for the various classification levels.

The main premise to keep in mind is that the more individuals you have involved, the more difficult it will be to come to a consensus. You will need to identify the most expedient route for your library.

JOB DESCRIPTIONS AND BENCHMARKSTypically, the first place to start with is the dreaded position description. I say dreaded, because most of us agonize over getting the wording just right or strongly encouraging the supervisor to get it just right (i.e., describe the job in terms that a layperson could understand and value) to accurately reflect what it is the person does on the job. Keep in mind that position descriptions do not need to be as detailed as a desk manual, but should definitely reflect the criteria that will ultimately determine its classification level (decision-making authority, independent problem-solving, supervisory responsibilities, and so on).

The term "benchmark" can be traced back to Robert Camp's book, Benchmarking: The Search for Industry Best Practices That Lead to Superior Performance.(FN4) In that study, it was applied to industry standards within companies such as Xerox and L. L. Bean. The data required for benchmarking are derived from analyses of organizational processes and procedures.(FN5).

In libraries, we tend to select those positions for benchmarks that are stable and well defined at the various classification levels (1, 2, 3, etc.). Those benchmark positions assist in indicating the levels of performance, responsibility, skills, and expectations required to do the job.

There are, no doubt, many ways to go about this. Our library went over the organizational staff roster and selected positions we thought would help us determine benchmarks in the various divisions. Approximately 45 percent of our support staff positions were scrutinized in order to get a good, fair sampling that the spec team could agree upon.

Ideally, you will have enough time to plan ahead. Start by requesting that supervisors submit their most recent employee position descriptions at the time of the classification study, if they have not recently done so. Outdated descriptions will not be of much use in this type of study. While functions we perform in libraries may not have changed much over the years, how we perform those functions has changed dramatically. Our last statewide classification allocation occurred in 1990 in Oregon, at which time our library did not even have a preservation department (the way it is comprised today), therefore, position descriptions did not fit neatly into typical library technician classifications. Preservation, conservation, systems and networking, and the necessity for Web authoring and maintenance are just a few examples of new, specialized areas that need to be melded into the library fold. We can not do the work without those essential skills and abilities in today's library environment.

DISTINGUISHING FEATURESEarly in the spec team's involvement, we were fortunate enough to come across a matrix of distinguishing features from a recent study performed by Texas A&M University Libraries.(FN6) Seeing essential functions and responsibilities divided up into neat squares immediately made us feel confident. We knew where we wanted to go and the desired final outcome: a concise, one-page document that clearly delineated the difference between levels of our library technicians. From that list, we were able to develop our own list of core values and weighted criteria. A copy of that document is available in the ARL SPEC Kit (no. 252) mentioned in the first paragraph of this article. This will be the cornerstone of your classification study.

TYPICAL TASKS--THE INTERVIEWSIn order to identify the typical tasks performed by our library technicians, the spec team developed a Position Analysis Survey. This survey was tested on a few colleagues. The team then interviewed immediate supervisors for the positions chosen for review. While not a perfect instrument, this survey allowed us to quickly identify patterns of typical tasks and benchmarks at the various classification levels. It was our goal to reflect a proportionate number of both technical and public services types of tasks, as well as those that might be performed in a branch library or special unit. Consequently, our final list was longer than we would have liked. But at least it consisted of new functions, tools and processes utilized in today's workflow.

It is worth noting that not all supervisors are equally adept at writing position descriptions that accurately reflect what their employees are actually doing (i.e., convey the value of the position functions). This was the very reason we decided to conduct face-to-face interviews. These interviews also allowed us to allay their fears (which they could then relate to their individual employees) as to why we were doing this study, what was happening, and what the process would be. Communication at all levels, whenever possible, is vital for success. Early in the process all department heads and staff members had received memos from the library administration, telling them that the study would take place and who the spec team members were. Due to the fact that our classified staff is unionized, we were unable to include them directly in the process until the later stages. This may vary from institution to institution. In hindsight, it would have been ideal to interview the employees themselves in some cases to get a more accurate reading. The downside to staff involvement is the expectation that everyone will eventually receive a raise as a result of this study. As an upside, the contact allows you to manage these expectations. It was our goal to revamp the library technician series simply to make it more up-to-date and accurate. If pay raises resulted, so be it.

MATCHING UP TYPICAL TASKS WITH DISTINGUISHING FEATURESThe Position Analysis Survey immediately made one thing apparent to the spec team. The Library Technician 2 was our Jack or Jill of All Trades, a "workhorse" classification and natural benchmark. We all realize that there are high level and low level library jobs within each classification. The wide range made us consider the option of suggesting a new classification level, however, that recommendation did not make it into our final report. Our campus was involved with collective bargaining negotiations at the time of our study, therefore, we opted for the quickest route to get a new series implemented.

Typical tasks were slotted within the distinguishing features framework by the spec team, based on supervisors' input and our own knowledge of library operations. These lists were compared to the previous classification series, and changes were noted. For example, in the 1990 Oregon Library Technician Series, a copy cataloger was considered a benchmark LT2. In the 1999 series, the copy cataloger position had been delegated some original cataloging, which brought it up to the LT3 level, thus providing a new benchmark for an LT3.

CONCLUSIONLibrary involvement in a job classification study is time-consuming, tedious, and even frustrating at times. Let's face it. You have to really want to design a new system to make this a success.

As you read about the University of Oregon experience, you might be thinking about how your own institution is organized and who would naturally be involved in a process like this. In a perfect world, the library will be able to initiate and create a series that will work best for its own staff. You will need the buy-in and commitment of every staff member from the top on down. The study should be completed in a timely manner, or it may become obsolete before it is finished. This is a project that calls for leadership. Some individual or group needs to provide the stimulus, develop a comprehensive plan, and follow through on its final recommendation.

If you and your library are willing to take the responsibility and the initiative, you will no doubt end up with a job classification system that not only works, but is actually useful in creating and/or classifying new positions. As Shelley Mosley so aptly stated, "Out of sight, out of mind" really means "out of luck" during a classification study.(FN7).

Added material.

Laine Stambaugh is head, Library Personnel Services, at the University of Oregon in Eugene.

FOOTNOTES1. Library Support Staff Classification Studies (OMLS SPEC Kit 252). (Washington, D.C.: ARL, Oct. 1999).

2. Shelley Mosley, "How to Survive a Classification Study," Library Journal 123 (Oct. 15, 1998): 49.

3. Lucy R. Cohen, "Creating a New Classification System for Technical and Supervisory Library Support Staff," Journal of Library Administration 10, no. 4 (1989): 60.

4. Robert C. Camp, Benchmarking: The Search for Industry Best Practices That Lead to Superior Performance (Milwaukee, Wisc.: Quality Pr.; White Plains, N.Y.: Quality Resources, 1989).

5. Thomas W. Shaughnessy, "Benchmarking, Total Quality Management, and Libraries," Library Administration & Management 7 (Winter 1993): 9.

6. Thanks to Jacque Halverson, head, Personnel Operations, and to the Career Ladder Steering Group, Sterling C. Evans Memorial Library, Texas A&M University, whose classification program was implemented in the fall of 1998.

7. Mosley, "How to Survive a Classification Study," 49.

SUMMARY OF TIPS FOR A SUCCESSFUL JOB CLASSIFICATION STUDY1. Determine why you want to revise your classification system and be prepared for the results (i.e., pay increases that the library may be responsible for).

2. Discuss a classification study project with your campus Human Resources Office and find out what steps are involved, and if you will be supported in this study by other campuses within your system.

3. Assign a team or committee that is primarily responsible for guiding this project. Make sure you have library-wide representation from all areas, if possible.

4. Make sure that everyone who needs to be involved "buys in" on this project.

5. Communicate your plan with all staff along the way, as much as possible.

6. Put out a call early on in the project for revised position descriptions from supervisors. Set a deadline and stick with it.

7. Decide which will be the distinguishing features for your library support staff system--what will help distinguish between levels.

8. Identify benchmarks (key positions) to review in this study, choosing a good cross-section of levels and staff functions.

9. Study the former classification series and identify missing or outdated functions.

10. Design a Position Analysis Survey instrument that allows you to zero in on core values for positions.

11. Using the Position Analysis Survey, conduct face-to-face interviews with supervisors and/or staff members, using that information to develop a list of typical tasks for each level of classification.

12. Typical tasks should be matched with distinguishing features to help slot positions and levels.

13. Document the whole process so that timelines may be adhered to and monitored. Make notes of any concerns for future studies.

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