REPORT OF THE AD HOC
COMMITTEE TO STUDY THE CALENDARING
SYSTEM
SUBMITTED BY
TINA BAILE
ED CARNEGIE
EUEL KENNEDY, CHAIR
SUE KEIHN
WALLY MARK
ALISSA NEILSON
DENNIS NULMAN
VICKI STOVER
APRIL 26, 1993
REPORT OF THE AD HOC
COMMITTEE TO STUDY THE CALENDARING SYSTEM
Introduction
In 1982, Jim Simmons, Chair of the Academic Senate,
asked the members of the Senate's Long Range Planning Committee to investigate
academic calendars. The committee's efforts resulted in the presentation
of a resolution to the Academic Senate requesting a change from the quarter
system to the semester system. The first reading of the resolution in the
Academic Senate led to a spirited discussion which suggested the need for
more study. However, the proposal was withdrawn prior to the second reading.
The possibility of the reorganization of departments and schools, and GE&B
considerations during the subsequent two years may have resulted in the
Long Range Planning Committee's decision to not reconsider a calendar change.
Vice President Robert Koob, based on recommendations
from the Academic Senate and various campus constituencies, issued a memorandum
on October 27, 1992 that instructed the formation of an ad hoc committee
to study the calendar system and examine alternative calendar formats.
The memorandum directed that the committee's recommendation(s) are to be
reviewed by the Academic Senate, the Academic Deans' Council and Staff
Council prior to the end of the current school year. The recommendations
of these bodies, as well as the Committee's original recommendation(s),
are to then be forwarded to President Baker for his consideration.
The committee was charged with identifying issues
related to a possible calendar change and making a recommendation in late
March, 1993, from the following options:
An annual publication of the American Association of Collegiate Registrars and Admissions Officers (AACRAO), the Academic Calendar Study, by Orville Walz, President of Concordia College, provided the data for Table 1.
The data reflects academic calendars in effect in United States institutions
during the year 1992-1993.
TABLE 1
ACADEMIC CALENDAR SYSTEMS IN USE
| Calendar System |
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| Traditional Semester |
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| Early Semester |
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| Quarter |
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| Trimester |
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| 4-1-4 |
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| None of the Above |
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Totals
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During the four year period 1970-1973, there was
a 50% turnover in calendar systems in American colleges and universities.
Typically, during the past 15 years, an annual turnover rate of about 3%
has been the norm. The chart above indicates that 61 % of the nearly 3700
institutions prefer the early semester calendar (the 23rd consecutive year
that the early semester calendar system registered net gains). The traditional
semester calendar, which was in use in 36% of universities and colleges
in 1970-71, "seems headed for extinction" with a current usage at only
2% of the institutions. In 1992-1993, the early semester calendar continued
to experience significant gains with a net increase of 66 institutions,
while the quarter calendar experienced a net loss of 36. For the past twenty
years, the quarter calendar has stayed in the 22% to 26% range with a slight
gradual decline since the mid 1980s. The trimester calendar was in use
at 4% of the colleges and universities in 1975, but has gradually dropped
to its current level of 2 percent.
For reasons that are not apparent, California has
36% of all the traditional semester calendars, 19% of the trimester calendars
and 15% (26 of 177) of the "other" calendar systems. These are, respectively,
300%, 250% and 150% greater than the national averages for these calendar
systems. Those higher numbers came at the expense of the lower than expected
numbers of California institutions on the early semester system calendar,
since nationwide, 61% of colleges and universities are on early semesters,
but California has only 46% on early semesters.
Early Decisions on Process
It is apparent that calendar changes are a frequent occurrence at American colleges and universities. In the two decades since 1970, 3236 calendar changes were made among an average of 3093 institutions. However, there are very few publications addressing instructional or financial aspects of such conversions. A major component of the committee's charge was to gain as much insight as possible into the opinions of the campus community regarding the calendar system and determine the support for either retaining the current system or changing to an alternative system. In its consideration of various calendar models, the committee agreed that each model would have to meet the following criteria:
CALENDAR SYSTEM TIME UNITS
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| Calendar System |
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| Current four quarters (4Q) | 50 minutes | 10 weeks | 26 days |
| Three semesters or trimester QS) | 60 minutes | 12.5 weeks | 39 days |
| Two semesters plus sessions (2SPS) | 50 minutes | 15 weeks | 37 days |
Each system has 12 holidays overall and five final exam days per term.
In theory, the 4Q and 3S calendars are similar and
could permit a balanced year-round use of facilities. The main differences
are the number of terms, the 60-minute vs. 50-minute lecture unit, and
the additional 2.5 weeks necessary to fit the 3S into a time frame which
still permits a break period of reasonable duration. The most widely used
calendar system is the 2SPS where the fall semester ends just before Christmas.
A variety of summer sessions could be coupled with the semester system.
The committee developed the templates in Figure
1 for each calendar option to aid in visualization. Trial calendars for
each option were developed and are listed in the Appendix.
Figure 1.
Calendaring System Time Units
Subcommittee Reports
In addition to its' communications with the Academic Senate's Curriculum Committee, the Calendar Committee formed three subcommittees to address specific concerns. The final report of each of these subcommittees are located in the Appendix:
Conversion Stage
Preparation for a change of the calendar system would begin with the development of documentation materials for the electronic conversion of the various academic data collected and utilized by the offices of Enrollment Support Services. However, much of the work by Evaluations to prepare for student advisement for graduation requirements cannot be accomplished until after the academic units have completed their curriculum conversion activities. After the new curriculums have been approved, a minimum interval of one year should be available to students and staff prior to implementation of a new system. All informational materials have to be prepared and the information publicized to students. Other universities have reported that in the year prior to implementation, there is a "rush" of students seeking to complete their requirements before the new system begins. This would result in an increased demand upon staff at the same time that they are devoting their attention to the preparations for the change.
The amounts of financial aid and awards would have to be reconfigured to a new calendar system.
There will be a considerable increase in the demands upon clerical support staff to assist in the preparation of required materials during the rewriting of new courses and curriculums.
Fiscal Services anticipates that there might be a reduction in revenue to the campus.
Information Systems expects that the costs involved in rewriting support programs to accommodate a change in systems would be minimal and would probably be offset by a new calendar system that involved fewer cycles.
Implementation Stage
It is anticipated that there would initially be an increase in contact between students and academic staff once implementation of a new calendar began.
There will be a savings in the operational costs associated with processing tasks related to the reduction of the number of cycles from four to either three to two. Not only will there be fewer requests for transcripts, forms and reports, there will be more time to accomplish tasks before the next cycle occurs.
The Foundation anticipates that income from the El Corral bookstore would be significantly affected because students would be buying fewer books and making fewer trips to the bookstore. Increased "down time" for the university would not only be disruptive, but would exacerbate the fiscal effects of the bookstore and might require the reduction or modification of Foundation services.
Transition Stage
Campus policy allows undergraduate students to use course work up to ten years old to complete their degree requirements, although Title V provides a minimum of seven years. Conversion of course work from the quarter system to a semester system cannot be accomplished through automation because of the complexity of equating the thousands of courses that would exist in the previous five catalogs with the new semester courses. Given the continuing changes to the new curriculum that would naturally occur over a seven to nine year period, and considering that from 20,000 to 40,000 student evaluations might have to be prepared during that period, there is undoubtedly a high cost in training and maintaining staff to evaluate against old and new curriculum.
Abbreviated Report of the Subcommittee on Scheduling
The use of lecture room facilities for year-long course sequences should not be seriously affected by a change of calendar to 2SPS or 3S. However, demands for laboratory space could increase by as much as 50% in some areas. This would also have a significant impact on the workload of the technical staff in terms of laboratory preparation and instrument maintenance.
A 3S calendar, which assumes full-year operation, would have to ensure that required major courses be offered in the summer as well as other terms. Historical allocations for room assignments would have to be discarded and a new plan for room allocation devised as soon as the curriculum became settled. Current 1 - 3 unit courses could not be easily transferred to a 2SPS system. Coalescence of courses and topics would be a necessity.
Extended Education and Conferences could have serious problems with a 3S calendar in terms of arranging facilities in non-synchronous time periods. For a 2SPS system, student fees would rise proportionately, resulting in new arrangements for payment plans.
Abbreviated Report of the Subcommittee on Facilities and Energy
The Facilities and Energy Task Force considered issues impacted by an academic calendar change. Overall, the negative and positive impacts evened out for any one calendar model. Any calendar model that involves windows of downtime for all facilities creates savings for energy and other necessary costs.
On the other hand, large
windows of time when students would be absent from campus negatively affects
revenue generating opportunities for the Associated Students and Foundation.
There was general agreement that maintenance and repair schedules, student
assistant work force availability, and work patterns would be altered with
different calendars but with no measurable overall impact that was positive
or negative. The different system would require adjustment.
Faculty and Staff Surveys
Background
A primary component of the charge to the Committee was to create and distribute surveys on calendar issues to both the faculty and staff and to collect and analyze the survey results. Initially, the surveys were designed to focus on calendar issues, but consultation with the Curriculum Committee of the Academic Senate resulted in surveys which gathered information for both committees.
Survey Objectives
The surveys were designed with multiple objectives:
• to gather opinions in a form suitable for analysis (circled responses) which would give the committee insight into faculty perceptions on possible relationships between calendar systems and pedagogical issues;
• to gather opinions in a flexible, commentary form (written comments);
• to design a survey that would permit identification of specific issues relating to calendar or curriculum on department and college levels;
• to obtain information that would aid an Implementation Committee in the event that a decision is reached to change the calendar system.
In order to encourage participation, two mailings for each survey were conducted during March, 1993. A total of 877 faculty and 962 staff received the surveys, with 481 (55%) faculty and 334 (35%) staff responding to the survey by the stated deadlines. The following table provides information tabulated from the college/unit or origin of the returned surveys.
TABLE 3
POINT OF ORIGIN OF COMPLETED FACULTY SURVEYS
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College Faculty |
by College |
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Responses by College |
| Agriculture |
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| Arch&Env Design |
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| Business |
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| Engineering |
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| Liberal Arts |
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| Science & Math |
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| Cent for Teach Ed |
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| All College |
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| Not Identified |
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Totals
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TABLE 4
POINT OF ORIGIN OF COMPLETED STAFF SURVEYS
| College/Unit |
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| Academic Affairs |
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| Agriculture |
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| Arch & Env Design |
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| Business |
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| Business Affairs |
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| Center for Teacher Ed |
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| Engineering |
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| Foundation |
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| Information Systems |
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| liberal Arts |
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| Science & Math |
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| Student Affairs |
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| University Relations |
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| Not Identified |
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| Total |
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The average number of years employed at Cal Poly was fourteen for the faculty responding to the survey and eleven for staff. In retrospect, the survey would have been improved had question 17 on the faculty survey been deleted (ambiguous), and question 29 altered to enable faculty to provide an overall DIRECT evaluation of the quarter system (in addition to the 3S and 2SPS calendar systems). As the survey was structured, faculty who favor the quarter system over the alternatives identified could, in addition to responding appropriately in Part II of the survey, check the very negative or negative options for BOTH questions 29.A. (3S) and 29.B. (2SPS), as well as provide extensive written comments. Consequently, the committee felt that sufficient options existed for all opinions to be expressed.
Analysis of Survey Results
The large number of written comments, 71% on the faculty surveys and 59% on the staff, resulted in the bifurcation of the study of the results into an analysis of the circled responses and a summary of the written comments. George Stanton of the Test Office prepared a report based strictly on circled responses at the request of the committee. His report, Results of the Faculty and Staff Surveys Regarding the Calendar System, April, 1993, is in the Appendix. In addition, a comprehensive printout of the results of the statistical package used in that analysis was also made available to the committee. The Figures provided in the following are based on data from these two information sources.
Discussion of Written Comments
The summary of written comments was carried out independently and parallel to the analysis of the circled responses. Both faculty and staff surveys were sorted into the following five categories based on responses to question 29:
TABLE 5
CLASSIFICATION OF WRITTEN COMMENTS
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Option |
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Total |
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Total |
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| Pro Quarter |
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| Pro Semester |
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| Pro Trimester |
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| Pro 2SPS, 3S |
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| Indifferent |
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Partial Summary of Written Comments of Faculty Survey
Written faculty comments are provided in the Appendix. In attempting to identify and categorize specific themes, the overall logic of a particular point of view may have been weakened. This was not intentional, but was a by-product of attempting to develop common themes. These common themes were the basis for the material developed in the section titled "Calendar System Issues." The following paragraphs provide a sample of reoccurring themes which were observed in more than 20% of the written comments.
Pro Quarter Written Comments
Pro Quarter Written Comments
Faculty Survey
A total of 481 surveys provided the following data. However, for each individual question, it is not necessarily true that all 481 surveys provided a response.
Questions 10 through23 identified
various instructional issues and asked the faculty to indicate the system
which they believed dealt best with the issues. Issue classifications are
based on which calendar choice received the maximum percent.
Figure 2. Issues Best Supported by Calendar Systems
Early Semester (2SPS)
Percent of Support Issues
*Question 17 was ambiguous as noted by a number of faculty.
In regard to the student-instructor interaction (office hours, informal meetings, etc.), 43% felt it was independent of the calendar and 38% favored 2SPS.
Question 26. asked faculty to indicate the amount of work that would be required of them personally in a curricular revision based on a calendar change. Since the maximum deviation from the mean of 3S and 2SPS was 2%, only the mean is reported. The response means were: Very High (38%); High (28.5%); Moderate (21.5%); Low (8.5%); Very Low (3.5%).
Question 27, requested information regarding their departments' anticipated willingness to make changes in course offerings, scheduling, etc. to attempt to equalize the number of students enrolling for each term (year-round operation): Yes (41%); No (6%); Don't Know (53%).
Question 28, asked if faculty would be willing, in general, to accept assignment to any term in a year-round question: Yes (41%); No (34%); Can't Say (24%).
Question 29, enabled faculty (Question 20. on the Staff Survey) to express their reactions to the early semester (2SPS) and trimester (3S) calendars. The response range was from, I would welcome it (very positive), I would like it (positive), indifferent, I would not like it very much (negative), to I would hate it (very negative). Figure 3, presents the choices, in percents, as selected by the approximately 460 faculty who responded to 'question 29.A. (the Trimester Preference). The very positive and positive selections correspond to faculty in the Pro Both (2SPS, 3S) or Pro Trimester classifications of Table 5. It should be noted that 54% were negative or very negative, with 14% indifferent regarding a trimester calendar. Figure 4, illustrates Question 29.B. and provides similar information for the Early Semester Preference (2SPS). In this case 55% were very positive or positive, with 8% indifferent.
In view of the positive response to Question 29.B., the next level of detail was investigated. In Figure 5, the bar chart gives the response range for each college for the Early Semester. Figure 6, provides the numbers of responses, the percentages and a pie chart within each college for the Early Semester. Please observe that the pie charts present the data starting with the very negative (white), and go around clock-wise, concluding with very positive (gray). Figure 7, takes each response in the range (e.g., Positive), and shows the percent of faculty from each college which contributed to the positive responses. Thus, Agriculture had 15% of the positive responses to 29.B., Architecture and Environmental Design had 10%, Business had 12%, etc.
An alternative view of the
above data resulted in Figure 8. The ratios of (very positive + positive)
to (very negative + negative) for those colleges with ratios greater than
1 are plotted above the main axis in Figure 8. The height of the bar graph
represents the number of total responses from that college. The ratios
of (very negative + negative) to (very positive + positive) for those colleges
with ratios greater than 1 are plotted below the main axis in Figure 8.
It is important to realize that since the indifference responses were quite
small in number, ratios near 1 reflect a somewhat bi-modal distribution,
thus, in CENG, there were 42 (very negative + negative) responses to 38
(very positive + positive) with 8 indifferent responses.
Figure 3. Faculty Responses to Trimester Preferences (Question 29A)
Figure 4. Faculty Responses to Early Semester Preferences (Question 29B)
Figure 5. Early Semester Preference Responses by College (Question 29B)
Figure 6. Early Semester Faculty Preference by College
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Very Negative |
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Negative |
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Indifferent |
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Positive |
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Very Positive |
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| Total 81 |
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Very Negative |
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Negative |
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Indifferent |
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Positive |
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Very Positive |
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| Total - 46 | ||
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Very Negative |
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Negative |
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Indifferent |
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Positive |
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Very Positive |
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| Total - 42 |
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Very Negative |
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Negative |
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Indifferent |
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Positive |
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Very Positive |
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| Total - 88 | ||
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Very Negative |
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Negative |
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Indifferent |
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Positive |
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Very Positive |
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| Total - 111 | ||
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Very Negative |
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Negative |
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Indifferent |
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Positive |
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Verv Positive |
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| Total - 78 |
Figure 7. Early Semester Faculty Preference by Reaction Choice
| Very Negative |
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| Agriculture |
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| Architecture and Environmental Design |
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| Business |
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| Engineering |
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| Liberal Arts |
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| Science and Math |
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Number of responses = 70
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| Negative | ||
| Agriculture |
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| Architecture and Environmental Design |
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| Business |
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| Engineering |
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| Liberal Arts |
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| Science and Math |
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Number of responses = 94
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| Indifferent | ||
| Agriculture |
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| Architecture and Environmental Design |
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| Business |
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| Engineering |
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| Liberal Arts |
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| Science and Math |
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Number of responses = 36
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| Positive | ||
| Agriculture |
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| Architecture and Environmental Design |
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| Business |
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| Engineering |
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| Liberal Arts |
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| Science and Math |
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Number of responses = 86
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| Very Positive | ||
| Agriculture |
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| Architecture and Environmental Design |
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| Business |
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| Engineering |
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| Liberal Arts |
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| Science and Math |
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Number of responses =160
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| OVERALL | ||
| Very Negative |
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| Negative |
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| Indifferent |
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| Positive |
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| Very Positive |
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Number of responses = 446
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Figure 8. Ratio of Early Semester Faculty Preference by College
A total of 334 surveys provided the following data, but for each individual question, not all 334 surveys necessarily provided a response. Figure 9 and Figure 10, represent data selected from the results of the staff survey.
Question 10 through 16 identified
various issues and asked the staff to indicate the system which they believed
dealt best with the issues.
Figure 11. Issues Best Supported by Early Semester (2SPS)
Percent of Support Issues
2SPS (33%),3S (26%) Flexibility in scheduling of facilities.
2SPS (35%), No diff. (34%) Opportunity for staff to effectively interact with faculty.
Question 18. Asked staff to indicate the amount of work that would be required of them personally based on a calendar change. Since the maximum deviation from the mean of 3S and 2SPS was 1%, only the mean is reported: Very High (16%); High (18%); Moderate (31.5%); Low (21%); Very Low (13.5%)
Words of Caution
There are several issues
which the committee felt tended to confuse discussions, perhaps even the
survey results, concerning a calendar change. The newly introduced concept
of Cal Poly becoming a "charter" campus affects opinion and procedure in
terms of being free of CSU system constraints in operation and curriculum
design. Effective year-round operation or elimination of a summer term
affects viewpoints on student throughput and efficiency of operation. Whether
the calendar should be adjusted solely for the purpose of curriculum reconstruction
is debatable. The frequent comments regarding curriculum issues indicates
a need for the campus to address curriculum reform, even if it is independent
of a calendar change.
Figure 9. Staff Responses to Trimester Preference (Question 20A)
Figure 10. Staff Responses to Semester Preference (Question 20B)
There seems to be consensus that the General Education and Breadth requirements merit revision and that high unit programs should be scrutinized in order to lower units, increase the flexibility for both students and faculty, as well as improve the graduation rates.
These issues will eventually have to be addressed satisfactorily in whatever calendar system we choose or retain.
Calendar System Issues
Issues Independent of a Specific Calendar System Conversion
The following issues were considered independent of the specific calendar systems involved, for example, excessive unit requirements could have occurred regardless of the calendar system in use. Issues which seemed speculative by a majority of the members of the committee were labeled as conjectures.
A complete calendar system conversion will be labor intensive, have protracted campus-wide implications, and have high costs (direct and indirect).
Curriculum Related Features
Curriculum Related Features
Curriculum Related Features
Based on preliminary discussions with institutions which have recently changed their calendar systems, the committee proposes that if a new calendar system is adopted, the change should be effective no earlier than Fall 1997. The most difficult aspect of a transition from the quarter system to any other academic year configuration will be the conversion of the curriculum. This cannot be accomplished by a mere mathematical conversion of units. Rather, it will involve a complete restructuring of the curriculum, including the attempt to create an appropriate balance among major, support, GE&B and free elective units. Such a change would take several years and considerable faculty effort to complete. The committee believes a minimum of three (3) years and a maximum of four (4) will be required prior to conversion. Thus, the first new term would be either Fall, 1996 or Fall, 1997. A calendar change scenario, based on four years, is as follows.
Year One (1993 - 1994)
Steering Committee appointed. In order to assemble first hand information, the Steering Committee should visit with one or more institutions similar to Cal Poly and which have recently changed their calendar system. The Steering Committee should establish a structure to oversee and implement the conversion. That structure will need to address the following equally important concerns:
1. Insure that academic units have sufficient time for curriculum planning,
review and
change.
2. Insure that administrative units have sufficient time for process, review
and
change.
3. Development of strong, rational university-wide guidelines for the conversion
of the
curriculum:
Curriculum is revised throughout the university following guidelines. It is suggested that core courses, that is, those offered as support and GE&B be restructured first with direct consultation with professional colleges and efficient feedback. Revised curriculum could start to arrive at the Academic Senate Curriculum Committee during Spring Quarter 1995.
Year Three (1995-1996)
Review process continues with the full Academic Senate and Staff Council becoming involved in final recommendations.
Year Four (1996-1997)
Construction of the Catalog, flyers, and other announcements; reprogramming of SIS; scheduling of facilities; advising; student program deviations and contracts devised; publicity; renovation of articulation agreements.
Year Five (1997-1998)
IMPLEMENTATION!
Year Six (1998-1999)
Re-evaluation and adjustment of curriculum. ALL SET FOR THE MILLENNIUM!!
Words of Caution Revisited
The committee's report attempts to put forth as much information as possible in an objective manner. An abstract of the material gathered from publications, consultation with' other campuses, faculty and staff surveys, subcommittees and the committee's understanding of Cal Poly's characteristics and mission is presented in this report. The committee also gathered several complete packages of conversion materials from other universities that have recently changed their calendar systems. This section will not attempt to recap the various specific concerns of the committee (as they appeared elsewhere) nor to justify the choices expressed by the members.
In the interest of completeness, it should be noted that student consultation included ASI representation on the committee and an open request for comments from students was published in the Cal Poly Report, Student Edition. Student reaction from other campuses in the midst of an academic change has been collected, with consensus in reporting that there is a period of student apprehension followed by a period of transition.
Each of the eight-committee members were asked to state their preference based on the findings presented in this report. Committee members did have the option of deciding at some point not to endorse additional calendar choices. Table 6, reflects the committee's opinion
TABLE 6
COMMITTEE PREFERENCES
| Calendar Option |
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| First Choice |
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| Second Choice |
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| Third Choice |
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| Fourth Choice |
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It would appear, based on the committee's preferences, that the collective ranking would have the Early Semester as the most preferred calendar option, followed by a Modified Quarter, the Trimester and finally the status quo.
The modified quarter (M4Q) refers more to modifications in the curriculum than in the basic quarter structure (timetable). Issues which could be considered in such a recommendation would include, but not be limited to, the following: