Mid-Year Report and Annual Reports (2004)

ARLIS/NA Summer Educational Institute for Visual Resources
and Image Management Implementation Team


February 10, 2005  

Trudy Jacoby, ARLIS/NA Co-chair

            tjacoby@princeton.edu, 609-258-5853, 609-258-0103(fax)

Maureen Burns, VRA Co-chair

            maburns@uci.edu , 949-824-8027, 949-824-4298 (fax)

 

Members:

Maureen Burns, University of California, Co-chair

Eileen Fry, Indiana University, Development and Future Local Arrangements

Trudy Jacoby, Princeton University, Co-chair

Mark Pompelia, Rice University, Print and Web Design

Corey Schultz, Stanford University, Curriculum

John Taormina, Duke University, Local Arrangements

Karin Whalen, Reed University, Budget and Future Local Arrangements

Ann Whiteside, University of Virginia, Instructor Liaison

 

The purpose of the SEI is to provide information professionals with valuable training and education in the area of visual resources and image management.  Under the direction of the Executive Boards of the Art Libraries Society of North America (ARLIS/NA) and the Visual Resources Association (VRA), the Implementation Team (IT) is charged as the management group for the Summer Educational Institute (SEI) providing or coordinating administration, local arrangements, registration, scheduling, fundraising, publicity, curriculum, instruction, and teaching materials. 

Accomplishments:

Before the new leadership was even in place, John Taormina at Duke University was beginning preparations to host the SEI 2005.  He is in charge of local arrangements (as well as sharing the experiences of 2004).  Confirmed the venue at Duke University and scheduled the SEI for July 5-9, 2005.

Successfully transitioned to new co-chairs with the support of the local planner (and Mary Wasserman, past co-chair) who shared information and experiences from the 2004 SEI.

Formed an Implementation Team with veterans of 2004 and new members from both ARLIS/NA and VRA.  Developed a budget proposal accepted by ARLIS/NA and VRA.  Assigned roles to each IT member and started communication amongst the group with background information from 2004, the first year of the SEI. 

Agreement was reached that there does not need to be a separate SEI development function, but it would be better to coordinate with the ARLIS/NA and VRA Development Committees.  This may be revisited.

Developed and launched the web site (design and development by Mark Pompelia) providing background and logistical information about the 2005 SEI.  Communicated with people on the SEI 2004 waiting list and set up priority registration period one week in advance of open enrollment. 

Designed an “application” form to collect information about potential SEI future sites from interested institutions.

Commenced SEI 2005 registration reaching the break-even point in eight days (37 confirmed as of 02/04/2005).

SEI 2004 instructors were asked for e-mail feedback about last year’s experiences to gauge their interest in teaching again and/or changing the curriculum.  Reviewed the evaluations and calculated class ratings providing the IT with summary information to inform curriculum and instruction discussion.  

The SEI-IT is presently in the process of discussing and deciding upon the curriculum and instructors for 2005.  Ann Whiteside is poised as liaison to lead the group of instructors in refining and developing the courses and teaching materials.

Planned and will be facilitating SEI-IT meetings at both the ARLIS/NA and VRA national conferences.

Goals:

Consider publicity for the SEI 2005 if it has openings or develop a waiting list if the SEI 2005 fills

Continue to move forward with SEI 2005 planning and implementation.

Work with local planner and Duke Conference Services to make lodging information available to attendees allowing for accommodation reservations and travel planning.

Include any additional information necessary for the attendees on the Web site.

 Continue to use the 2004 evaluations to develop local planning and program improvements.

Proceed to regularize the efforts needed to obtain sponsorship and funding for various elements of the 2005 SEI in collaboration with the two existing organizational Development Committees.

Complete the final daily schedule and continue to develop the curriculum and course materials with the instructors.

Issues:

Determine the venues for the SEI over the next two years and consider continuity questions.

Consider long term goals and report on future planning issues, including curriculum adjustments for future. 

Discuss whether there should be both an implementation team and a joint planning body.

Board Action Requested:

Encourage the Development Committees of both organizations to assist with sponsorships and funding (or make decision to leave this function with the IT).


2004 Mid-Year Report

Summer Educational Institute for Visual Resources and Image Management

July 21, 2004

 

I.  Introduction

In 2002 an ARLIS/NA-VRA Joint Education Task Force (JETF) was formed and charged to “develop an infrastructure and curriculum for a week-long summer institute of continuing education in image collection/visual resources management; to negotiate instructors and teaching materials for the institute; and to arrange its first venue and program schedule at Rice University (Houston, Texas) for early summer 2003.” The first formal meeting of the JETF took place at the joint ARLIS/NA-VRA conference in St. Louis in 2002. Subsequent meetings occurred at VRA conferences in Houston (2003) and Portland (2004) and ARLIS/NA conferences in Baltimore (2003) and New York (2004).

In 2003 it was decided to change the original venue from Rice University to Duke University since the VRA conference was held in Houston in 2003 and ARLIS/NA’s 2005 conference would also be in that city.  The Department of Art and Art History at Duke University, the home department of Co-Chair John Taormina, agreed to host the first institute and also agreed to contribute $1,000 in sponsorship.  The institute’s inaugural offering was also changed to Summer 2004, to allow for further curriculum development. 

A joint agreement between the two organizations was signed in September 2003. The dates for the SEI were set for July 7-10, 2004. It was decided that the institute would accept 20-45 registrants. An implementation team of eight members was created to be the management group to deal with administration, registration, scheduling, fundraising, publicity, print and web design, instructor liaison, and local arrangements. The original Joint Education Task Force would continue in an advisory role. Board liaisons to both organizations were also designated.

In January 2004 the SEI website was developed and launched. Online registration opened on Monday, February 9, 2004. We reached our limit of forty-five students within eight working days. A waiting list was then started, which resulted in an additional fifty-four applicants. The waiting list was closed May 26, 2004. Subsequently, five registrants cancelled and five replacements were contacted from the first eight people on the waiting list.

From January through March, instructors were chosen and specific syllabi were prepared and shared among them. From April through June local arrangements were finalized, course content was refined, and instructional materials were prepared for inclusion in a 3-ring binder, which was distributed to every student and instructor. The binder contained fourteen sections corresponding to course modules and held 235 pages of handouts, PowerPoint printouts, worksheets, class exercises, articles, and bibliographies.  Additionally, the students received the ARLIS/NA-VRA Guidelines to the Visual Resources Profession and two publications generously donated by the Getty, Introduction of Art Image Access and Introduction to Imaging. A local Duke folder, a packet of vendor brochures, and an SEI memento folder were prepared and distributed to each student and instructor.

The final daily schedule (see attached) consisted of an introductory module, 26 teaching modules, three discussion modules, and a closing “graduation” module was refined during the last months before the institute. In addition, the 4-day workshop included a daily morning and afternoon break, a lunch hour, and an opening reception. Each day generally ran from 8:30 a.m. to 6:30 p.m., admittedly a long day, but the result of losing the original fifth day of the institute through a decision made by the Boards.

The inaugural Summer Education Institute launched at 9:00 a.m. on Wednesday, July 7, 2004 on a hot, humid, sunny Southern day during which the heat index reached 105 degrees. Although some local arrangements issues and some tweaking and rearranging of the curriculum need to be addressed—both expected occurrences in such a new venture—attendees’ expectations were clearly met or exceeded. From all accounts—registration figures, sponsorship, weeklong comments, student evaluations and post-institute feedback, instructor comments—it is fair to say that the first offering of the Summer Educational Institute was a huge success. There was an obvious pride in this group being the first graduating “class” of the institute. Already, “reunions” at the VRA Miami and ARLIS/NA Houston conference have been suggested.

II. Response and Evaluations

We had, overall, a very positive and enthusiastic response from the forty-five attendees and eleven instructors during the four days of the SEI.   The group was very much engaged during the classes and breaks, they asked questions and also commented and contributed to discussions.  There were a few logistical issues that came up with travel and dining, and those were taken care of with expedience by John Taormina and Duke’s Conference Services. 

Evaluations were distributed to the students that asked them to rate the course modules, local arrangements, and general experience based on their expectations.

We have received twenty-three evaluations and are in the process of reviewing them.  Again, in general, they have been very positive.  We will summarize the evaluations so the 2005 Implementation Team and instructors can use them in planning for next year’s SEI.

A certificate of completion was given to each attendee, and certificates of recognition were given to instructors.  Instructors also received an honorarium for teaching, based on $100 per instructional hour

III. Budget

     1.  Attached is the SEI budget with the actual figures that we have to date. Outstanding expenses include the cost of the lunches for students and instructors (awaiting invoice from Duke Conference Services); Duke Conference Services’ fees; cost of fifty-five copies of Guidelines for VR Profession (awaiting invoice from ARLIS/NA); instructor expenses beyond honoraria (awaiting all reimbursement forms); and some small items in existing categories. We have come in under-budget in almost all categories. We did have to rent a shuttle bus for Saturday morning ($225), which was unplanned, and the instructor mini-van for the week cost more than budgeted. However, barring extremely high and unanticipated instructor travel expenses, we are in very good shape and look to see a profit of over $10,000.

     2. In addition to the $1500 each organization put into the SEI, outside funding was obtained from three departments at Duke University (Department of Art and Art History, Office of Interdisciplinary Studies, Perkins Library), the Art Institute of Chicago, two anonymous donors (one an Implementation Team member, one a student in the Institute), and vendor Two Cat Digital. The present budget, with actual figures inserted, can serve as the model for 2005. It may not be necessary to obtain any additional funding if the attendance figure of 45 is met again (which it should be with the wait list so long). This could serve as the sustainable model and eliminate the need to fund-raise year-to-year, as the institute moves to other institutions. If outside funding is desired, we recommend that both organizations’ Development Committees become involved and representatives sit on the Implementation Team. This would allow easier coordination with other fundraising activities of the organizations.

IV. Recommendations for the VRA and ARLIS/NA Boards to Consider

The following are recommendations of the Co-Chairs related to achieving sustainability in the planning structure of the SEI from year to year.

A. Future Venues and Local Arrangements. 

Venues

1. We recommend that venues be determined two years in advance in order to secure space for classrooms, housing, and dining.  Universities become booked up very quickly for summer programs.

2. We also request the SEI happen earlier, in June.

3. John Taormina is willing to have the 2005 SEI at Duke University, if space is available.  This will allow for continuity as we work on how to structure planning for SEI in a sustainable manner.

4. Both Boards will please approve having the venue at Duke at this meeting, if they agree on Duke, so John can make arrangements soon.

5. Please note if the Boards agree to have it at Duke, John will participate in the 2005 SEI as the local arrangements person, but is unable to serve as Co-Chair again.

6. One suggestion for a 2006 venue is Indiana University because it is in the Midwest and not near current conference venues.  It also has a Library Science program.

Local Arrangements

1. The Duke University Office of Conference Services was quite helpful, and future SEI planners should investigate how that type of campus department would support local arrangements at a given venue.

 

B. SEI Leadership

Co-Chair Appointments

1.  Both John Taormina and Mary Wassermann have served as Co-Chairs since the 2002 St. Louis Conference. The St. Louis Conference was the official starting point for the SEI, where the first meeting of the Joint Educational Task Force on Continuing Education, charged with planning and implementing the inaugural SEI, was held.

2. John will continue through summer to wrap-up the 2004 SEI and, from the Fall 2004 on, will be assisting as the local arrangements person for Duke if Duke is the 2005 venue. 

3. A new VRA 2005 SEI Co-Chair should be appointed by the VRA Board for Fall 2004.

4. Mary Wassermann would like to rotate off as Co-Chair by Fall 2004 as well, and is willing to assist a new ARLIS/NA Co-Chair and the team in an advisory capacity in the planning process for 2005 until the 2005 ARLIS/NA conference.

5. Ideally, a new ARLIS/NA 2005 SEI Co-Chair will be appointed by the ARLIS/NA Board for Fall 2004.

6.  There are planning documents we will pass along to new Co-Chairs, with recommendations on how they should be adapted and used. These are:

7.  It is recommended (as in items 3 & 5) that each organization, ARLIS/NA and VRA, select Co-Chairs to work together on SEI planning. This is for several reasons:

C. Co-Chair Terms

1.  Conference-to-conference appointments do not fit in well with the cycles of SEI.

2.  One other suggestion has been to have two-year appointments, with one Co-Chair from one organization serving their first year with a second-year Co-Chair from the other organization.

3.  Both Co-Chairs should not be expected to attend both ARLIS/NA and VRA conferences if they cannot receive funding from their institutions.

D. Planning Structure for Future Institutes

Dissolution of the ARLIS/NA-VRA Joint Educational Task Force on Continuing Education (JETF)

1.  The Co-Chairs recommend the current Joint Educational Task Force be dissolved, since the job of this JETF, as outlined in the Charge, has been completed.

Implementation Team (SEI-IT)

The following are recommendations from the 2004 SEI Co-Chairs for the 2005 and subsequent Summer Institutes.

1. An Implementation Team (SEI-IT) should be set up to handle planning for 2005, using the existing planning documents for guidance.

2.  The SEI-IT should be comprised of individuals from both organizations. 

3. The team will need to address the following:

4. A few of the individuals from the 2004 IT are interested in serving again; John and Mary can provide their names.

5. Each Board should also appoint Board Liaisons.

6. Please note, the roles of instructors and the SEI-IT are distinct from one another

7. An e-mail list should be set up for the team; this was invaluable in maintaining continuous communication.

8. Meetings should be held at each conference.

9. Additionally, Co-Chairs should meet in the fall, at the venue if possible, with the local arrangements person, since the local person will no longer also be a Co-chair.  Travel and accommodation expenses should be incorporated into the SEI budget.

E. ARLIS-VRA Agreement

1.      The Co-Chairs recommend a new agreement be drawn up and signed no later than October 1, 2004, for the 2005 SEI.

 V. Conclusion

The Co-Chairs would like to thank both Boards for the opportunity to represent ARLIS/NA and VRA as the two organizations sought to develop and implement such a much-needed educational workshop as the Summer Educational Institute on Visual Resources and Image Management. We would also like to thank the members of the Joint Educational Task Force and Implementation Team, the instructors, the first class of the inaugural institute, and our donors for their dedication, interest, and involvement.  It has been an honor and a pleasure to serve both organizations in this capacity.

Respectfully submitted,

Mary Wassermann

ARLIS/NA Co-Chair, SEI

Philadelphia Museum of Art

 

John Taormina

VRA Co-Chair, SEI

Duke University