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Library Instruction Operations & Procedures Manual: 4. Closing out classes

A collection of procedures and policies for Alkek Staff who teach instruction sessions.

Closure

Closure is an important step in all the work we do. Try to close classes out as they occur, or during busy times you can set yourself an appointment near the end of the week or month as a reminder to close out classes in bulk.

Checklist

Make sure that you:

  • Close the class out in SharePoint
  • Send the faculty member a follow-up email:
    • Let them know they'll get a survey later from libraryinstruction@txstate.edu (unless you are inputting the class yourself, then you should include it)
    • Send the assessment scores, if they requested it
    • Send the link to the Guide (if it wasn't added to Canvas)
    • Offer to join Canvas in Librarian Role (if appropriate to the class and your workload)
    • Ask if they have any comments to take into account for the next time you work together on this class
  • File the Lesson Plan
    • Save this in the Instruction Folder so others can access if needed. File path: S:\IT\UL\RLS\RLS-Shares\RIO - Instruction\Instruction Session Documentation
  • File Upper-Level Assessment Instruments and Results
    • Save this in the Instruction Folder so others can access if needed. File path: S:\IT\UL\RLS\RLS-Shares\RIO - Instruction\All Assessments & Results 2007-\Upper Level Class Assessment Fall 2018-\AY 2021-2022
  • Finish up the LibGuide - many times you realize things to add/change during class.

Surveys

Faculty surveys are sent automatically to faculty email entered on the instruction form.

You should survey students in New classes you haven't taught before or at least 20% of your classes.

Closing out classes in SharePoint

  1. Click the link in your original instruction email or log into LibraryInstruction SharePoint to access the class list.
    1. Alternatively you could create your own custom view of SharePoint to get to your open classes quickly.
  2. Use the field headings (Person Assigned or Completed/Cancelled) to find the class(es) you wish to mark complete.
  3. Double-click a class and choose "Edit all", or choose "Edit in grid view" to edit a class or classes.
  4. Fill in the "Completed/Cancelled" and "Duration" fields, and correct any other fields that need correction (such as date or number of attendees or mode of delivery)

Adding a class yourself

There are a few ways you can choose to add classes yourself. Keep in mind that most of these do not allow for us to help you track your statistics (something we want to do so the Libraries can track all our engagement and instruction). The preferred method is the 'traditional' method of starting with a request form, but we know some faculty prefer to liaise by email rather than forms and it's good to know your options.

  1. Either before or after a class, you can fill out the same request form that faculty do. 
  2. After a class you can use SharePoint's "New" button to add a new item to the List. The form will only ask you to enter the necessary statistics, so please fill out every field. Be aware your faculty will not 
    • Screenshot of Sharepoint with a green "New" button underlined.
  3. In a SharePoint List, you can click "Edit in Grid View", then scroll to the bottom and you'll see an "Add new item" button. In this mode, SharePoint lists functions similarly to Excel. You can fill in necessary information here. This isn't desired, because it leaves the most room for error in terms of perhaps you not filling in all the needed information.