B. FACULTY MATTERS

B-1. Academic Appointments

  1. Tenured or Tenure-Probationary Appointments

    Only full-time service in the following ranks counts in reckoning eligibility for sabbatical leaves and the permissible number of years of probationary appointment prior to the tenure decision.

    Full-time faculty are appointed in the ranks of professor, associate professor, assistant professor, and instructor and in several distinguished ranks. Faculty appointments usually require that the appointees hold the terminal degree in their respective disciplines.

    Full-time librarians are appointed in ranks analogous to and modeled on faculty ranks. These are: librarian, associate librarian, assistant librarian, and affiliate librarian. The status of full-time librarians holding rank under this system is closely analogous to that of full-time faculty.

  2. Other Full-time Academic Appointments

    Full-time instructional appointees may also include visiting faculty and lecturers. Visiting appointments are designated at an appropriate rank and are not to exceed two successive years. There are two types of lecturer appointments: convertible lecturer and nonconvertible lecturer. Lecturers are not classified as members of the faculty, but as members of the instructional staff.

    A convertible lecturer appointment is awarded when a tenure-track faculty position has been authorized and advertised, but the person selected lacks the full array of credentials (e.g., the terminal degree) normally held by a tenure-probationary faculty member within the academic unit. When the appointee has obtained all of those credentials, the appointment will be converted to the tenure-track position originally authorized. The initial letter of appointment must specify the specific conditions of the conversion.

    A nonconvertible lecturer appointment is awarded when a non-tenure track lecturer position has been authorized and advertised. If the academic unit should wish to convert a lecturer position to a tenure-track faculty position, it must request and receive authorization for a new and vacant faculty position. Recruitment procedures shall be those normally followed in filling tenure-track faculty vacancies. (Policy amended 3/88)

  3. Adjunct Faculty

    The adjunct faculty consists of those persons appointed to teach on a part-time basis. Except in rare situations approved by the vice chancellor for academic affairs, adjunct faculty members who teach undergraduate courses will have at least the master's degree, and those who teach graduate courses will have an appropriate terminal degree. Adjunct appointees normally do not enjoy all the rights and privileges of full-time faculty. Members of the adjunct faculty may hold adjunct professorial rank. Rank should be determined by the holding of an appropriate terminal degree, time in service at least equal to that required for promotion for full-time faculty members, and satisfactory performance as judged by procedures customarily applied to full-time faculty promotion cases. An adjunct professorial rank is honorific and does not confer any additional rights and privileges to the adjunct faculty member.

    While the primary assignment of adjunct faculty members is teaching in the classroom and laboratory, they are also expected to participate in the student evaluation of teaching (SET) program, to hold conferences with students by appointment, to attend divisional meetings when requested, and to participate in cultural and social activities at the university if their time permits. They have an obligation to continue to read, study, and do research in the discipline they teach so that they keep abreast of new knowledge and developments in their fields.

B-2. Recruitment of Full-Time Faculty and Librarians

In 1974 the Board of Trustees adopted an Affirmative Action Plan for the entire university. The objective of this plan is equal employment opportunity. Goals have been established for the employment of women and minorities but these "goals do not pledge a unit to hire, retain, or promote unqualified persons. Nor in the evaluation of candidates, does the possession of the minimum qualifications for a position automatically make each applicant equal in terms of the contributions that can be made to a department of the university. Depth of experience related in a demonstrably reasonable way to the requirements of the position; character of the academic preparation; interest or willingness to participate in the various missions of the department, school, and the university as a whole; and other factors will continue to be taken into account in appointing academic personnel." (From Page A-2 of the Implementation Document For Academic Appointments Section of the Affirmative Action Plan.)

After the chancellor explicitly authorizes a unit to commence recruitment for a new or vacant full-time academic position, a job description will be prepared before active recruitment commences. The description shall be as explicit as possible with respect to the nature of the job, the requisite qualifications, rank, possible salary range and other relevant information.

Faculty members who are appointed to chair a recruitment committee should study the Policies and Procedures Manual for a detailed description of the recruitment procedure.

Vacancies will be advertised in relevant professional journals, listed with appropriate minority and women's organizations, and listed with appropriate officials of institutions of higher education, and in the IU Professional Opportunities Bulletin.

A recruitment committee will be appointed to evaluate dossiers of all applicants. No qualified applicant may be excluded from consideration on the basis of race, ethnicity or national origin, gender, marital status, religion, physical handicap, sexual orientation, relationship to present employees, or, within the legitimate limits of university regulations, on the basis of age. Visa status may be a valid criterion, however. The committee must document its efforts and all correspondence and documents relevant to the filling of a specific position must be retained for two years.

A formal interview may be scheduled after the recruitment committee has filed a written statement (Form B) with the vice chancellor for academic affairs and the campus affirmative action officer (CAAO) indicating the procedures followed in meeting the unit's affirmative action goal. The interview may be scheduled if no objection has been lodged by the vice chancellor or the CAAO within three working days.

Only candidates who are American citizens or who hold valid permanent immigrant visas are eligible to be invited for employment interviews for full-time academic positions at IUS. The chair of the recruitment committee and the employing administrator are responsible for determining the immigration status of the candidate and enforcing this policy.

Before either a verbal offer is made or an offer letter is sent to the candidate, the vice chancellor must be satisfied that affirmative action procedures have been observed. The recommended appointment is to be made at a rank and salary and involving conditions of work commensurate with the qualifications of the candidate. It is not to be made on the basis of race, ethnicity or national origin, gender, marital status, religion, physical handicap, sexual orientation, relationship to a present employee of the university or on the basis of age.

B-3. Faculty Work Assignments and Activities

Division deans are responsible for preparation of the schedule of courses for the division and the assignment of work. Full-time faculty members are expected to help with student advising and registration, to serve on committees, boards, and the Faculty Senate (if elected). A full-time faculty member's basic teaching assignment is 12 credit hours per semester, or the equivalent. The teaching load should be scheduled on a minimum of three days per week excluding overload (exceptions must be approved by the vice chancellor for academic affairs). Persons in the ranks of professor, associate professor, and assistant professor may use the space provided on the Annual Report form to request a reduction in this teaching load to engage in research or creative work. The division dean makes a recommendation to the vice chancellor, with due consideration for the value of the project, the professor's past record of scholarly productivity, the need for special teaching competencies, and the budget situation. Faculty members who have been given reassigned time for research are expected to report on their research or creative activities annually.

Each tenured faculty member who receives reassigned time for research or creative work will have that reassignment reviewed by the appropriate Divisional Review Committee (DRC) at least each three years unless the faculty member has been reviewed for promotion during that period. The purpose of this review is to determine whether the reassignment should be continued. The DRC will provide a written recommendation to be submitted to the vice chancellor for academic affairs through the division dean, who will attach a recommendation.

A part-time faculty member may not teach in excess of 6 credit hours per semester, except in emergency situations, with the approval of the vice chancellor for academic affairs.

Full-time faculty members shall not devote more than an average of one day per week to outside work during the period they are on the payroll. They may engage in such outside research and consulting activities only provided the nature of the activity is compatible with the broad objectives of the university and will enhance their effectiveness as teachers and scholars. In all cases the professor's obligation to the university must take priority over any outside commitments of an income-producing character and the professor should keep the division dean informed of such activities.

B-4. Overload Assignments

Full-time faculty members who teach 12 credit hours per semester may be paid overload compensation at adjunct faculty salary rates for additional classes if the teaching involves:

  1. Weekend University courses
  2. Off-campus courses, or
  3. Non-credit courses.
Faculty members with teaching assignments of less than 12 credit hours because of research or creative projects or administrative assignments may receive overload pay under similar circumstances if approved by the vice chancellor for academic affairs.

In some cases the full-time faculty member may teach in excess of 12 credit hours in one semester to be offset by a reduced number of credit hours in another semester. Under these circumstances overload pay is not allowed unless the total load during the academic year exceeds 24 credit hours.

B-5. Academic Freedom and Ethics

Academic freedom, accompanied by responsibility, attaches to all aspects of a teacher's professional conduct.

Teachers shall have full freedom of investigation, subject to adequate fulfillment of academic duties. No limitation shall be placed upon teachers' freedom of exposition of their subjects inside or outside of the classroom. Teachers should not subject students to discussion in the classroom of topics irrelevant to the content of the course. In public utterances, teachers shall be free of institutional control, but when writing or speaking as citizens, they should endeavor to avoid the appearance of speaking for the university. Teachers should recognize the obligation to be accurate, to exercise appropriate restraint, and to show respect for the right of others to express their views.

The Code of Academic Ethics in the Indiana University Academic Handbook describes in detail the rights and responsibilities of faculty members at all IU campuses and the procedures for enforcement of the code. It should be studied closely by all members of the faculty.

IU adheres to federal policies regarding research ethics and scientific misconduct. Appropriate definitions and actions are outlined in the document, Research Ethics: Policies and Procedures (September 1989), which is available from the Office of Academic Affairs.

B-6. Political Activity

IUS as a public institution of higher education does not participate in partisan politics, support any candidate for public office, or expend funds for political purposes. Employees will not engage in political activity during working hours or use the resources of the university in support of a political candidate or party.

Employees may distribute political literature on their own time and at their own expense. It should be recognized, however, that the distribution of literature that demeans or insults people on the basis of such attributes as religion, race, ethnicity, national origin, gender, sexual orientation, age, or handicap is inconsistent with the educational mission of the campus.

University facilities shall not be used for political rallies or for campaign purposes that would further the interests of the candidate or candidates of any one political party, except that the university may from time to time invite political candidates to speak at university convocations. In such cases, it is the policy of the university to extend invitations to the candidates of the different major parties on an equal basis. This rule is not interpreted as prohibiting the meeting of student political groups which are open to attendance by students, faculty and other members of IU, but which are not open to the general public.

B-7. Annual Reports

All full-time faculty members are required to submit an annual report at the end of each calendar year. Forms on which these reports are to be written are provided by the Office of Academic Affairs.

The annual report form provides a means for faculty members to report on their teaching, research, and service activities, and suggestions for improvement of the institution.

The annual report becomes part of one's personnel file and should be written with care. It plays an important role in the evaluation of the professor for merit increases in salary, and reappointment, promotion, and tenure decisions.

B-8. Annual Review

During the spring semester the division dean has an interview with each full-time faculty member to review the faculty member's annual report. In this interview they discuss the faculty member's teaching, research or creative work, service to the university and the public, and such other matters as may be appropriate. A written statement summarizing the substance of each annual review will be kept in the file and a copy given to the faculty member.

B-9. Reappointment

Prior to the granting of tenure, full-time faculty members usually will be serving on annual appointments and will thus be reviewed annually for reappointment during the fall semester. Untenured faculty members are therefore invited to submit materials, in addition to the annual report, that are relevant to a consideration of their professional qualifications. These materials should be delivered to the division dean by October 31st. Tenure-track faculty members undergo a more extensive review following their third year of probationary service. At that time feedback regarding their progress and potential for promotion and tenure will be offered.

The faculty member will be notified as soon as possible of a decision by the division not to recommend reappointment and will be given a copy of the Procedures for the Non-Reappointment of Non-Tenured Faculty. Upon receiving notice of a negative recommendation or decision, the faculty member may request a review of the decision through these procedures.

Notice of non-reappointment will be given:

  1. Not later than February 1 of the first academic year of service if the appointment expires at the end of that year; or if a one-year appointment terminates during an academic year, at least three months in advance of its termination.

  2. Not later than November 15 of the second year of service, if the appointment expires at the end of that year; or if an initial two-year appointment terminates during an academic year, at least six months in advance of its termination.

  3. At least twelve months before the expiration of an appointment after two or more years in the institution.

B-10. Support of Research

Among the duties and responsibilities of full-time faculty members at IU, teaching and research or creative work appropriate to the discipline are complementary activities. Such work is vital to the maintenance of scholarly standards in the classroom and to the continuing development of the faculty member as a teacher-scholar.

Research and creative endeavor is encouraged and supported in various ways. Course loads may be reduced and schedules designed to accommodate the faculty member's requirements for research time within the context of the university's responsibilities for instruction. (See Section B-3 regarding faculty work assignments.) Faculty members are encouraged to apply through their respective division deans for these kinds of support.

Financial assistance is available in the form of grants-in-aid, reassigned time fellowships, and summer faculty fellowships. Faculty members are encouraged to incorporate undergraduate students into research projects as assistants and collaborators. Funding may be available for this purpose from campus and university sources. The associate vice chancellor for academic affairs can provide assistance in locating sources of support within the IU System and from government agencies and private foundations. Any faculty or staff member who is contemplating application for a grant from a government agency or a private foundation should first contact the associate vice chancellor for academic affairs. No grant proposal, including preliminary proposals, should be sent by an individual faculty or staff member directly to an agency or foundation. Such proposals must be sent by the Office of Academic Affairs to the Office of Research and the University Graduate School (RUGS) in Bloomington and must be accompanied by forms signed by administrators on this campus. Failure to comply may result in the refusal of the university to accept an award.

Further information on research support can be found in the IUS Research Policy Manual, which is available in division offices.

Library resources, including professional journals, are (or can be made) available. Although the campus library is not designed to be a research library, a central reference and distribution system and a number of interlibrary loan programs make it possible for faculty members to get needed reference works with considerable ease. For assistance, see one of the reference librarians.

B-11. Procedures and Criteria for Promotion Decisions

  1. Nominations A faculty member's promotion may be self-initiated or may be proposed by any other member of the faculty. This nomination is given in writing to the faculty member's division dean who then notifies the nominated faculty member. At the time of nomination for promotion, candidates will usually have completed a minimum of four years in rank as assistant professor or five years as associate professor. Exceptions to this policy are warranted only if the candidate can present evidence of excellence in each of the areas of teaching, research, and service. The nominee may withdraw his or her candidacy at any point.

  2. Preparation of the Dossier The faculty member will assume primary responsibility for preparation of his or her dossier with the exception of confidential material. A guideline for preparation is available from the Office of Academic Affairs. The division dean and the Division Review Committee may request additional dossier materials. The body of a dossier should be limited to 80 pages.

    The confidentiality of the dossier, particularly letters of recommendation, is the responsibility of the division dean and the review committees and any others who officially review the dossier.

  3. Division Review Committee (DRC) Each academic division will have a review committee. Each division will decide the number of committee members and will also decide whether it will elect the members or have them appointed by the division dean.

    The Division Review Committee (DRC) will receive and evaluate the completed dossier of each candidate and submit its recommendation to the Campus Review Committee for Promotions through the vice chancellor for academic affairs, with a copy to the division dean and to the candidate. The recommendation will include evaluations of the candidate's performance in the areas of teaching, research, and service.

    At least four weeks should elapse from the time dossiers are submitted to the DRC until it transmits the dossiers to the division dean.

    Divisions will attempt to avoid selecting a faculty member for any review committee in the year in which the faculty member is to be considered for promotion or tenure, and in no case shall a committee member participate in the evaluation of his or her own dossier.

  4. Division Dean The division dean will meet with each candidate to discuss the dossier and the dean's recommendation. The dean will submit a written

    recommendation to the vice chancellor for academic affairs, who will add it to the dossier. The division dean will not make a recommendation in his or her own case for promotion.

  5. Campus Review Committee for Promotions (CRCP) A Campus Review Committee for Promotions will be elected each year. It will be composed of one member from each division, who will be elected from the two highest professorial ranks in that division. The division dean may not be elected to the CRCP.

    The committee will evaluate each completed dossier including the recommendations of the DRC and the division dean, and submit its recommendation to the vice chancellor for academic affairs. The CRCP's recommendation will be determined by secret ballot, following a discussion of the candidates and their qualifications, and will include each member's written evaluation of the candidate's teaching, research, and service, and a tabulation of the vote.

  6. Campus Administration The vice chancellor for academic affairs will make a written recommendation to the chancellor, who in turn will prepare a recommendation to the president of the university. The chancellor will notify the candidate, the division dean, the DRC, and the CRCP of the actions taken before the recommendations are sent to the president.

  7. Criteria for Promotions The criteria for promotion encompass three areas: teaching, research or other creative work, and service of an administrative, academic, or professional nature. A candidate who has been teaching a full load may elect to be evaluated in all three areas or primarily in the areas of teaching and service. A candidate who has been teaching under a load regularly reduced for research or creative work must be evaluated in all three of these areas. If a candidate is being evaluated in all three of the areas, the following rules apply:

    1. Minimum standards for promotion from assistant professor to associate professor:

      First option: An evaluation of satisfactory in one area An evaluation of good in a second area An evaluation of excellent in a third area

      Second option: Evaluations of good in each of the three areas

    2. Minimum standards for promotion from associate professor to professor:

      First option: An evaluation of excellent in one area Evaluations of good in the other two areas

      Second option: Evaluations of excellent in two areas Evaluation of satisfactory in the third area

    If a candidate is being evaluated primarily in the areas of teaching and service, the following rules apply:

    1. Minimum standards for promotion from assistant professor to associate professor:

      An evaluation of excellent in one area, an evaluation of good in the other area, and an evaluation of acceptable in research or other creative work.

    2. Minimum standards for promotion from associate professor to professor:

      An evaluation of excellent in each of the two areas of teaching and service, with an evaluation of acceptable in research or other creative work.

    The criteria for promotions are subject to change. Faculty members who have been nominated for promotion must meet the criteria in effect at the time the decision is made.

  8. Evaluation of Candidates Promotion to any rank is both a recognition of past achievements and a sign of confidence that the individual is capable of greater responsibilities and accomplishments in the future. An evaluation of this type tends to be primarily subjective in nature. Therefore, it must be assumed that the members of the review committees, relying heavily on their many years of experience as teachers and scholars, are capable of recognizing excellence. It must be accepted that each member of the review committee will individually determine what is excellent, what is good, and what is satisfactory. Each member will rate each candidate, the votes will be tabulated, and in the final analysis, a candidate will be considered excellent in a particular criterion if a majority of the members of a review committee rate the candidate as being excellent in that criterion.

    In the case of promotion to professor, evidence of research or other creative work must also be reviewed by qualified evaluators not associated with IUS.

    It is the responsibility of the candidate and the DRC to include in the dossier as much evidence as possible from which an evaluation may be made. The following is a list of possible forms of such evidence.

  9. Forms of Evidence for Evaluating Teaching

    1. Course objectives, outlines, and supplementary materials of merit.
    2. A record of performance of students at the end of a course as measured by national tests, admission to graduate school, placement figures, etc.
    3. Any solicited or unsolicited reactions such as letters and interviews of current and former students obtained by the division dean, other administrative personnel, or by the DRC.
    4. Listing of honors and awards for good teaching.
    5. Participation in instructional improvement programs.
    6. Publications on teaching and learning.
    7. Written evaluations by peers based on classroom visitations.
    8. Results of evaluations through student questionnaires.
    9. Use of the video-tape recorder, to provide solid evidence about classroom performance.
    10. Any other information pertinent to the candidate's teaching field

  10. Forms of Evidence for Evaluating Service

    1. Membership and offices held on university-wide, campus and divisional committees.
    2. Membership and offices held in scholarly and professional organizations at the national, regional, state or local levels.
    3. Appointments to commissions or boards at the federal, state or local levels of government.
    4. Consulting or advisory services provided to public or private agencies and organizations.
    5. Speeches, or presentations made to scholarly, civic, service, social, professional, governmental, business, or industrial groups.
    6. Elected or appointed offices held.
    7. Citations, commendations or awards earned.
    8. Service as advisor to or sponsor of student groups and activities.
    9. Participation in service and community activities.
    10. Professional services provided to client groups.

  11. Forms of Evidence for Evaluating Research and Creative Work

    1. Reprints of published articles, books, monographs, etc.
    2. Evidence of public performance or exhibition of creative work.
    3. Unpublished manuscripts and/or research studies.
    4. Slides, audiotapes, or videotapes of creative work.
    5. Evidence of scholarly papers or presentations at professional or scholarly meetings or conferences.
    6. Grants and/or fellowships received.
    7. Descriptions of scholarly or creative work in progress.
    8. Awards or prizes won.
    9. Projections of future research, scholarly or creative work (include time tables).
  12. Suggestions for Evaluating Research Activities

    1. A research activity that has been submitted for a prior promotion may be used for subsequent promotions only if it has been sufficiently expanded and developed.
    2. The research submitted for evaluation must be germane to a faculty member's professional specialty. For example, ordinarily a photography exhibit or a set of poems would not be acceptable research for a political scientist or historian. This is not to say that research evidence is to be construed narrowly but that the distinction is to be made between the products of a hobby and of one's professional performance.
    3. Reviews by experts of materials submitted for publication or exhibition are particularly helpful in determining the worth of research activities.
    4. For those individuals who do not receive reassigned time and who are evaluated primarily on teaching and service, evidence of "acceptable" research or creative work may be the presentation of any of the forms of evidence detailed in B11.11, or documentation that the individual is systematically keeping abreast of current developments in his or her field of specialization.

B-12. Procedures and Criteria for Tenure Decisions

  1. Principle of Faculty Tenure

    The principle of faculty tenure imposes reciprocal responsibilities upon the university and upon the faculty member: the university provides academic freedom and economic security; the faculty member, on the other hand, is obligated to maintain high standards of professional performance and professional ethics.

  2. Probationary Period

    An individual appointed to the faculty for a full-time service shall be granted tenure after a probationary period of not more than seven years. This period may include full-time service with faculty rank at other institutions if similar services at IUS would have been applicable toward tenure. In case of persons with three or more years of applicable service in other institutions, a probationary period of not more than four years may be required, if agreed upon at the time of the appointment. Since the granting of tenure represents a major change in a faculty member's status, such appointment shall be specified in writing.

  3. Dossier

    Early in the sixth year of service, the division dean will request the faculty member to prepare a tenure dossier using a guideline available from the

    Office of Academic Affairs. The candidate has the primary responsibility for preparation of a dossier with the exception of confidential material. The division dean and the DRC may request additional dossier material.

    The confidentiality of the dossier, particularly letters of recommendation, is the responsibility of the division dean and the review committees and any others who officially review the dossier.

  4. Division Review Committee

    A Division Review Committee (DRC) will be elected or appointed each year, as described in Section B-11.3. This committee will receive and evaluate the completed dossier of each candidate for tenure and submit its recommendation to the Campus Review Committee on Tenure through the vice chancellor for academic affairs, with a copy to the division dean and to the candidate. The recommendation will include evaluations of the candidate's performance in the areas of teaching, research, and service. Prior to submitting its recommendation, the DRC will invite the candidate to meet with it for the purpose of discussing the candidate's dossier. The DRC will also provide the candidate with a copy of "Policies Governing Reappointment and Non-Reappointment during Probationary Period" as found in the IU Academic Handbook.

  5. Division Dean

    The division dean will meet with each candidate to discuss the dossier and the dean's recommendation. The dean will submit a written recommendation to the vice chancellor for academic affairs who will add it to the dossier. A dean will not make any recommendation in his or her own case for tenure.

  6. Campus Review Committee for Tenure

    A Campus Review Committee for Tenure (CRCT), composed of one faculty member from each division, will be elected each year. Each division shall elect its member from among its tenured faculty members. If there are no tenured members, the member shall be elected from those furthest along the tenure track, except that a person being considered for tenure should not be selected. A division dean may not be elected to the CRCT.

    The committee will evaluate each candidate's dossier, including recommendations by the Division Review Committee and division dean, and submit its recommendation to the vice chancellor for academic affairs. The CRCT's recommendation will be determined by secret ballot, following a discussion of the candidates and their qualifications, and will include each member's written evaluation of the candidate's teaching, research, and service, and a tabulation of the vote.

  7. Campus Administration

    The vice chancellor for academic affairs will make a written recommendation to the chancellor, who in turn will prepare a recommendation to the president of the university. The chancellor will notify the candidate, the division dean, the Division Review Committee, and the Campus Review Committee for Tenure of the actions taken before the recommendations are sent to the president.

  8. Criteria

    After the appropriate probationary period, tenure may be granted to those faculty members whose professional characteristics indicate that they will continue to serve with distinction in their appointed roles. Tenure means that the faculty member has become a full and permanent member of the academic body of the university and it will, generally, be conferred only to those who achieve, or give strong evidence of potential to achieve, promotion in rank according to the criteria at IUS. The granting of tenure will also reflect careful consideration of the qualifications of the faculty member in terms of the missions, professional standards, and needs of his or her division, the campus, and the university.

B-13. Sabbatical Leaves of Absence

  1. Purpose of Sabbatical Leaves

    Faculty members have three principal academic functions: teaching, service, and research or creative work which enriches their own teaching and that of their colleagues. The sabbatical leave program enables a faculty member better to perform these functions. It provides time for research, and for its attendant travel to libraries, research centers, and to areas where field investigations may be conducted. It enables faculty members to keep abreast of developments in their fields of service to the university.

    The sabbatical leave is granted on the basis of an acceptable proposal from the faculty member, indicating the manner by which these general objectives are to be achieved. It is expected that the plan will be adhered to with reasonable diligence. The faculty member should advise the Office of the Vice Chancellor for Academic Affairs and the Research and Grants Committee about any change in sabbatical plans which might occur after a sabbatical proposal has been approved. If the changes result in a completely new project, then a new proposal should be submitted for review.

    Within three months after the termination of the leave, the faculty member will submit a report to the Office of the Vice Chancellor for Academic Affairs on a form designed for the purpose. One copy of this report will be delivered to the appropriate dean and one to the Office of the Vice Chancellor, and it will be available to the Research and Grants Committee for use in evaluating future applications for such leaves.

    Acceptable programs for the use of time may include:

    1. Research on significant problems.
    2. Important creative or descriptive work in any means of expression, for example, writing, painting, and so forth.
    3. Postdoctoral study along a specified line at another institution.
    4. Retraining to teach in a new discipline or area.
    5. Other projects satisfactory to the Research and Grants Committee.
  2. Terms of Leave

    Sabbatical leave will encompass one semester at full salary or one academic year at half salary. The sabbatical leave program requires that persons on sabbatical leave devote full time to the scholarly activity for which leave is granted and will receive no salary or stipend from other sources than the university except that:

    1. Persons on leave for a year at half pay may engage in other scholarly activity consistent with that for which leave is granted and receive salary, stipend, or honoraria from other sources in such amounts that total salary, stipend, and honoraria do not exceed approximately the annual income normally earned.

    2. Persons on leave may receive grants from other sources for travel and research expenses incidental to their scholarly activity. Faculty members who receive sabbatical leave for a full year at half salary should discuss the potential impact on their retirement benefits with the personnel office.

    Once a full-year sabbatical has received final approval, it cannot ordinarily be shortened to one semester. In special cases the vice chancellor for academic affairs, on the recommendation of the division dean and the Research and Grants Committee, may make an exception to this rule. Approval of such a change would depend upon the establishment of a legitimate need for the change and evidence that the quality of the project would not be seriously compromised. The faculty member should ordinarily be compensated on the same basis as others receiving one-semester sabbaticals. However, other personnel commitments or fiscal stringency may sometimes preclude full payment for the sabbatical-leave semester and/or return to full-time status for the other semester.

    Under special circumstances permission may be granted for a faculty member to augment a full-year, half-salary sabbatical stipend through part-time teaching at a host institution. The purpose of such an exception is to make it possible for a faculty member lacking outside support to pursue an opportunity for research or creative activity during a full-year rather than a half-year sabbatical leave. The faculty member must explain in writing how the prospects for a productive sabbatical leave will be enhanced, and must specify the nature and extent of the proposed teaching. The division dean must then recommend the exception to the vice chancellor for academic affairs, who will make the final determination as to whether or not it can be allowed. Under no circumstances may total stipends, salaries, etc., exceed the salary the faculty member would have received had he or she been on normal appointment at IUS.

  3. Eligibility

    A faculty member is eligible for one sabbatical leave during each period of seven years full-time service (including time on sabbatical leave), following the completion of his or her first six years of full-time service. For example, a faculty member may be granted one sabbatical leave in the seventh, eighth, ninth, tenth, eleventh, twelfth, or thirteenth year of service, and one in the fourteenth, fifteenth, sixteenth, seventeenth, eighteenth, nineteenth, or twentieth year of service. Ordinarily, however, sabbatical leave will not be granted within less than four years following a preceding sabbatical leave. For example, a faculty member who is granted sabbatical leave in his or her twelfth year would not again be eligible until his or her seventeenth year. Leaves without pay do not count as part of the period by which eligibility for sabbatical leave is determined. The sabbatical leave program applies only to persons who will return to their positions at IUS for at least one academic year following a period of sabbatical leave. For example, a sabbatical leave will not be granted to a probationary faculty member who has been denied tenure or for the last year of a faculty member's service prior to retirement.

  4. Scheduling

    As far as possible, departmental schedules should be arranged so as to permit eligible members of the faculty to take sabbatical leaves. In order to facilitate budgeting and scheduling, faculty members should notify their division deans of their intent to apply for sabbatical leave in the spring of the year preceding their formal application. In arranging schedules, an attempt should be made to minimize the cost of substitute instruction and the disruption of the department program.

  5. Administration

    Application for leave will initiate with the eligible faculty member. In order to facilitate planning and budgeting and to assist faculty members in developing viable proposals, application is made in three stages: Advisory Notification, Preliminary Proposal, and Final Proposal. Advisory Notification is by memorandum, forms for Preliminary and Final Proposals are available from the academic affairs office. These forms are described, and the dates by which they are due are specified, in the IUS Research Policy Manual. The successive administrative stages through which proposals are routed are as follows:

    1. Division The division dean will forward the application to the associate vice chancellor for academic affairs. The dean will attach a statement confined to showing the proposed schedule adjustments to permit the leave and the additional staff or other expenditure that will be necessary.

    2. Associate Vice Chancellor for Academic Affairs

      The associate vice chancellor will forward the application to the Research and Grants Committee with any appropriate remarks concerning budgeting or scheduling.

    3. Research and Grants Committee

      The Research and Grants Committee will consider the application and formulate an appropriate recommendation for action. In arriving at its recommendation, the committee may call on the dean and other members of the applicant's division for an evaluation of the worth of the proposed project. It may also call on the dean of the division if scheduling problems are the only bar to the leave.

      The committee will recommend approval or non- approval based upon the acceptability of the proposed project in terms of the criteria specified above. The applicant shall be given the opportunity to make representation to the committee, if he or she considers it advisable, to support the application. The committee will notify each applicant for sabbatical leave of its recommendation to the vice chancellor for academic affairs as soon as the committee's decision is made, and a copy of the notification will be sent to the appropriate division dean.

      Notification that the committee recommends approval of application for sabbatical leave will include a statement that leave is not granted until approved by the vice chancellor for academic affairs, the chancellor, the president, and the Board of Trustees. A favorable recommendation by the vice chancellor establishes sufficient likelihood of a grant of leave so that applicants are justified in proceeding with plans and arrangements for leave.

    4. Vice Chancellor for Academic Affairs

      If the cost of leave applied for or its prospective disruption of schedule appears excessive, the vice chancellor for academic affairs may, personally or through an appropriate committee, review with the division concerned problems of cost or scheduling.

B-14. Retirement and Emeritus Status

Any faculty member may submit a recommendation for awarding emeritus status to a retiring faculty member. This recommendation should be submitted early in the fall semester. The chancellor will solicit the advice of the division dean, the vice chancellor for academic affairs, and the full professors of the candidate's division before making a recommendation to the president and the Board of Trustees. Emeritus status is awarded in recognition of the individual's contributions to the university and the profession.

In the spring semester of each academic year, the personnel office will arrange a social event to honor all employees who are retiring after ten or more years of full-time employment. Their names and dates of service will be engraved on the retirement plaque located in the lobby of the Administrative Wing of the Library.

Adjunct faculty members who are retiring after long-term service to IUS may be appropriately honored by their academic divisions.

Retired personnel who wish it will be placed on the circulation list for the student newspaper and other campus publications and receive these publications without charge. They shall also retain all faculty library privileges and, if it is desired and feasible, will be provided with an office. Office assignments will be on a space available basis and will in all likelihood be different than the office used while on active status.

Retired faculty members may be asked by the division dean to teach on an adjunct basis if their services are needed and the vice chancellor for academic affairs approves. Faculty members who retire under the 18-20 Rule after 1988, however, may not receive additional monetary compensation from IU after retirement. Teaching by retired faculty members must be approved by the Board of Trustees and is typically restricted to one course per semester. Only in cases of exceptional need, approved by the dean and the vice chancellor, will retired faculty members be asked to teach additional courses or sections.

B-15. Grievance Procedures

Faculty members with a problem or complaint should present it first to the division dean. This may be done orally, or in writing if either the faculty member or the division dean thinks this is preferable.

If the faculty member is not satisfied with the decision of the division dean, he or she may appeal the decision in writing to the Divisional Grievance Committee (if one exists). If the faculty member is not satisfied with the recommendation of the grievance committee or the division dean's response to that recommendation, he or she may appeal in writing to the vice chancellor for academic affairs. If the faculty member regards the decision of the vice chancellor as unfair, he or she may appeal in writing to the Faculty Board of Review (FBR) except in promotion and tenure cases). Procedures for handling an FBR case are described in By-Law No. 3 in the Appendix. The FBR will not take appeal cases regarding promotion and tenure until after the chancellor has announced a decision on the promotion or tenure recommendation.

B-16. Discrimination Grievance Procedures

These procedures are drawn up solely for cases involving discrimination grievances related to gender, race, minority status, national origin, sexual orientation, religion, age, handicap, or status as a disabled or Vietnam-era veteran.

A discrimination grievance review should be viewed as a final attempt to settle a complaint. It is generally expected that an employee requesting a review will have previously attempted to work out a solution through discussions with the appropriate supervisors and/or through the mediative efforts of the personnel director or the campus affirmative action officer.

  1. Discrimination Grievance Review Examiners

    The campus affirmative action officer and Affirmative Action Committee will jointly prepare a list of 22 individuals to serve as Discrimination Grievance Review Examiners--1 Coordinator, 7 members of the resident faculty, 7 administrative or professional employees, and 7 classified staff employees. From this list ad hoc grievance panels will be selected to hear individual discrimination grievance cases. The composition of this list should reflect the gender and race composition of IUS employees, as well as the diversity of divisions and types of jobs on campus. Those chosen should have some understanding of and interest in discrimination problems.

    The list of Discrimination Grievance Review Examiners will be submitted to the chancellor for approval. In the case of disapproval, changes will be worked out in conjunction with the campus affirmative action officer and the Affirmative Action Committee.

    When the list of examiners has been decided upon (or when new members have been added), the campus affirmative action officer will conduct an orientation session to familiarize members with affirmative action regulations.

    An individual will remain on the examiners list for a period of three years with renewal possible. Replacement of individual examiners will be made following the method used in preparing the original list. No person shall hear more than one case during a single academic year; however, she or he must hear that case to its conclusion. Anyone who has heard two or more cases will not be expected to serve a successive term. When a vacancy occurs, the campus affirmative action officer and the Affirmative Action Committee will recommend another person to complete the unexpired term. (The list was revised in 1989-90 and will be revised every third year thereafter.)

  2. Initiating and Conducting a Grievance Review

    If a faculty member has an affirmative action grievance and, after talking to the campus affirmative action officer, wants to request a review by a panel, he or she will obtain a grievance review request form from the campus affirmative action officer and send the completed form to the coordinator of the grievance review examiners with a copy to the campus affirmative action officer. (For non-faculty employees this review corresponds to Settlement Stage IV of the Problem-Grievance Appeals Procedure approved by the Board of Trustees.) The coordinator will select three examiners to serve as an ad hoc grievance panel for that particular case. If the complainant is a faculty member, two of the panel members will be from the faculty and the third will be a non-faculty employee. If the complainant is an employee other than a faculty member, the Problem-Grievance Appeals Procedure provide that the panel will consist of one member from the same general employee category as the complainant, one administrator, and one faculty member, who will chair the panel.

    The coordinator will have six working days in which to select the three members, allow for self-disqualification, and notify the chancellor and the complainant as to the composition of the panel. In an attempt to satisfy both parties regarding the composition of the panel, each party may exercise no more than two vetoes of selected panel members by written memo to the coordinator. The process of finalizing the composition of the panel is the responsibility of the coordinator and should be completed within eight working days after the initial notification.

    When the panel membership is finalized, the coordinator will designate one of the three members to chair the Grievance Panel. The panel will then meet within five working days to begin its investigation of the case.

    The panel's investigation of the case may include written responses from the parties involved, interviews, or hearings, the latter being a right of the complainant. The panel shall make a written report of findings and recommend a final decision to the chancellor. This report shall also be sent to the parties directly involved in the complaint and to the campus affirmative action officer.

    Similar review procedures have been established for students and non-faculty employees who believe that they are victims of discrimination.

B-17. Sexual Harassment

  1. General

    IUS does not tolerate sexual harassment of students or employees and will respond to every complaint and provide remediation when harassment is determined. Sexual harassment can be a grievous action having serious and far-reaching effects on careers and lives. False accusations can have similar impact. Thus the charge of sexual harassment is not to be taken lightly by a charging party, a respondent, or any other member of the university community.

  2. Definition

    Unwelcome sexual advances--requests for sexual favors and other verbal or physical conduct of a sexual nature--constitute sexual harassment when:

    1. Submission to such conduct is made either explicitly or implicitly a term or condition of an individual's employment or education, or
    2. submission to or rejection of such conduct by an individual is used as the basis for employment or academic decisions affecting such individual, or
    3. such conduct has the effect of unreasonably interfering with an individual's work or academic performance or creating an intimidating, hostile, or offensive working or learning environment.

  3. Complaint Procedures

    Persons who believe that they have been sexually harassed should notify one of the following: their immediate supervisor, the department head, a senior administrator, and/or the campus affirmative action officer. Because of the sensitive and discriminatory nature of charges of sexual harassment, complaint procedures will observe the following principles:

    1. Efforts will be made to restrict access to the investigative and grievance procedures to the complainant, the respondent, and those immediate persons involved in processing the matter.
    2. The Office of Affirmative Action shall serve as a resource with regard to interpretation of sexual harassment guidelines. That office, or its designated agent, will advise and consult with either or both parties to the complaint.

    3. In the event of a formal investigation of a complaint, the campus affirmative action officer will conduct and/or monitor the investigation and grievance procedures.
    4. Investigations will be conducted as quickly as possible, and results will be reported to both parties involved.
    5. In the event that a complaint is found valid, appropriate action will be taken through proper channels of the university to rectify the situation and to assure that such incidents do not occur in the future. Regular university grievance channels for appeal will be open to either the charging party or the respondent.

B-18. Sexual or Amorous Relationships

  1. Relations With Other Employees

    In the interest of avoiding actual or perceived conflict of interest, academic personnel should not directly supervise employees with whom they are having sexual or amorous relationships. Academic supervisors shall disqualify themselves from employment-related decisions concerning such employees and, in consultation with the employee involved and other appropriate persons, the dean of the faculties or other equivalent campus administrator shall take steps for the appointment of a surrogate supervisor.

  2. Relations With Students

    With regard to relations with students, the term "faculty" or "faculty member" means all those who teach and/or do research at the university, including (but not limited to) tenured and tenure-track faculty, librarians, holders of research or clinical ranks, graduate students with teaching responsibilities, visiting and part-time faculty, and other instructional personnel, including coaches, advisors, and counselors.

    The university's educational mission is promoted by professionalism in faculty-student relationships. Professionalism is fostered by an atmosphere of mutual trust and respect. Actions of faculty members and students that harm this atmosphere undermine professionalism and hinder fulfillment of the university's educational mission. Trust and respect are diminished when those in positions of authority abuse or appear to abuse their power. Those who abuse their power in such a context violate their duty to the university community.

    Faculty members exercise power over students, whether in giving them praise or criticism, evaluating them, making recommendations for their further studies or their future employment, or conferring any other benefits on them. All amorous or sexual relationships between faculty members and students are unacceptable when the faculty member has any professional responsibility for the student. Such situations greatly increase the chances that the faculty member will abuse his or her power and sexually exploit the student. Voluntary consent by the student in such a relationship is suspect, given the fundamentally a asymmetric nature of the relationship. Moreover, other students and faculty may be affected by such unprofessional behavior because it places the faculty member in a position to favor or advance one student's interest at the expense of others and implicitly makes obtaining benefits contingent on amorous or sexual favors. Therefore, the university will view it as a violation of the Code of Academic Ethics if faculty members engage in amorous or sexual relations with students for whom they have professional responsibility, as defined in number a. or b. below, even when both parties have consented or appear to have consented to the relationship. Such professional responsibility encompasses both instructional and non-instructional contexts.

    1. Relationships in the Instructional Context

      A faculty member shall not have an amorous or sexual relationship, consensual or otherwise, with a student who is enrolled in a class being taught by the faculty member or whose performance is being supervised or evaluated by the faculty member.

    2. Relationships outside the Instructional Context

      A faculty member should be careful to distance himself or herself from any decisions that may reward or penalize a student with whom he or she has or has had an amorous or sexual relationship, even outside the instructional context, especially when the faculty member and student are in the same academic unit or in units that are allied academically.

B-19. Alcohol and Drug Abuse

  1. Basic Philosophy

    In fulfilling its purpose as an institution of higher education, IU has many responsibilities, one of which is that of employer. In this role, the university develops policies and practices of employment to obtain an effective staff and maintain the respect of employer and employee for each other.

    One aspect of this philosophy is an Alcohol and Drug Abuse Procedure, the objectives of which are:

    1. To establish and maintain a safe, healthy working environment for all employees;
    2. to reduce the incidence of accidental injury to person or property;
    3. to reduce absenteeism, tardiness, and poor or indifferent job performance;
    4. to insure the positive reputation of the university and its employees as worthy of the responsibilities entrusted to us; and
    5. to provide assistance toward rehabilitation for any employee who seeks help in overcoming an addiction or dependence on alcohol or drugs.

  2. Regulations

    The university complies with the Drug-Free Workplace Act of 1988, and the federal Drug-Free Schools and Communities Act Amendments of 1989. A complete statement of the university policy together with information on the dangers of alcohol and drug abuse in the workplace and a list of campus and community resources for alcohol or drug abuse assistance or rehabilitation is available from the Human Resources Office and is published in the IUS Policy and Procedures Manual.

    1. No alcoholic beverage will be brought onto or consumed on IU property except for specifically authorized events and no alcoholic beverage will be brought onto or consumed on IUS property at any time. Further, no illegal drug will be brought onto or consumed on university or campus property at any time.

    2. Any person employed by the university found to be under the influence of alcohol or a controlled substance while on university property, or in the course of a university activity, is subject to disciplinary action, up to and including termination.

    3. Any employee whose use of alcohol or of controlled substances away from the university can reasonably be established to be the cause of poor attendance or performance problems is to be counseled to seek rehabilitation from available university or community resources.

    4. Rehabilitation itself is the responsibility of the employee. An employee seeking medical attention for alcoholism or drug addiction is entitled to appropriate health insurance benefits. Such treatment is an acceptable purpose for a leave of absence subject to consideration of the other conditions listed in the leave of absence personnel policy.

    5. An employee's request for assistance will be treated as confidential by the supervisor receiving it and only those persons needing to know will be made aware of the request.

B-20. Service Recognition

Full-time faculty members with five years of service will receive a certificate of appreciation. Those who complete ten years of service will be given a certificate at Recognition Day ceremonies.

A reception for the entire IUS community will be held each year to recognize ten, fifteen, twenty, and twenty-five year honorees. They will receive a certificate and an IU service pin. Twenty and twenty-five year honorees will receive a gift from the university. A colored photograph, appropriately identified, of each twenty-five year veteran will be displayed in the Administrative Wing.