- Documentation Checklist
- Review Initiator Evaluation
- AUL/Director Letter or Comment (if applicable)
- Librarian self-evaluation
- Extramural letters (required for career status and promotion only; may be appropriate for off-cycle or greater than standard merit review)
- Biography for Academic Personnel (BioBib) and CV/supplement
- Supplemental materials to support your review (judiciously chosen)
- Certification Statement (.doc)
- Dossier materials (signed self-evaluation, supporting documentation, and academic biography) should be saved as searchable PDFs and assembled into a single file using the following naming convention:
where the name is the candidate’s name and the four-digit year is the review cycle year. MS Word documents and Google Docs can be saved as searchable PDFs; if you need to scan documents you can use Adobe Acrobat’s Enhance Scans tool to save the scan as a searchable PDF. PDFs can be combined using Adobe Acrobat’s “Combine pages” function. For candidates in the University Library, your self-evaluation and other documents can be signed using Berkeley eSignatures (Docusign): forward any documents you wish to sign electronically to LHRD. For candidates in the Affiliated Libraries, coordinate document signatures with your RI.
- Organize your dossier file as you would a physical dossier. Include a cover sheet with your full name, your rank, type of review, and review period clearly stated. Include a table of contents listing all required and relevant documentation in your dossier:
- Cover page
- Table of Contents
- Certification: Certification statement (unsigned) and document checklist
- RI evaluation
- AUL/Director/Dean letter (if present; requested for career status and promotion cases)
- External letters (if present)
- Supporting documentation
- Academic biography: BioBib/CV
Cover sheets for each section are helpful, as are internal hyperlinks from the ToC to each cover sheet.
- Proofread everything you add to your dossier file, and save a copy for your future reference.
- Send a copy of the completed dossier file to your RI.
- Once you are notified that your dossier is ready to be certified, review all the materials and electronically sign the certification statement.
Sample Dossier Template (developed by Jessie Sherwood) - Librarians may find this template useful in organizing the dossier. Note that use of the template is optional and neither CAPA nor LHRD can provide support in its use.
- CAPA Review Workshop, October 20, 2020
- Current CAPA Membership Roster
- Historical Roster of CAPA Members
- CAPA statement on the impact of COVID-19 on librarian reviews
- Librarian Review Cycle - Library Human Resources Department (LHRD)
- Affiliated Librarian Reviews - Academic Personnel Office (APO)
- Procedures for Review of Librarian Appointments, Promotions, and Advancement (Berkeley Procedures)
- Professional Librarian Unit Memorandum of Understanding (MOU), April 1, 2019 - March 31, 2024
- Academic Personnel Manual (APM) 360 and Academic Personnel Manual (APM) 210-4
- Affiliated Librarian Reviews - Timetables: Merits and Special Reviews (APO)
- Affiliated Librarian Reviews - Timetables: Promotion and Career Status Reviews (APO)
- Timetable for Merit and Special Reviews (The Library) (LHRD)
- Timetable for Academic Promotion and Career Status Reviews (The Library) (LHRD)
- Frequently Asked Questions, compiled by members of CAPA (2003; updated October 2004)
- Librarian Review Task Group charge, November 22, 2013
- Report of the 2010 CAPA Task Force on Special Issues (March 5, 2010)
- LAUC Position Paper No.1: Criteria for Appointment, Promotion and Advancement in the Librarian Series (This position paper was retired in March 2016 by a vote of LAUC Executive Board and divisional delegates at the 2016 Spring Assembly.)
- Chart Showing Librarian Series Advancement (no longer in use as of October 1, 2013)
- Report of the LAUC Professional Governance Committee, from UCR, with Appendices, via Wayback Machine
- U.C. Librarian Peer Review: Another Model for Faculty Self-Governance, by T. Huwe & G. Irving, California Public Employee Relations (CPER), no. 127 (December 1997), (via Wayback Machine)