A Guide to the Office of the President Records. Sheldon Hackney Administration 1981-1993 235.0 Cubic feet UPA 4 Hackney Prepared by Kaiyi Chen February 2009 The University Archives and Records Center 3401 Market Street, Suite 210 Philadelphia, PA 19104-3358 215.898.7024 Fax: 215.573.2036 www.archives.upenn.edu Mark Frazier Lloyd, Director Office of the President Records. Sheldon Hackney Administration UPA 4 Hackney TABLE OF CONTENTS PROVENANCE...............................................................................................................................1 ARRANGEMENT NOTE...............................................................................................................1 AGENCY HISTORY...................................................................................................................... 2 SCOPE AND CONTENT NOTE................................................................................................... 2 CONTROLLED ACCESS HEADINGS.........................................................................................5 INVENTORY.................................................................................................................................. 7 GROUP I................................................................................................................................... 7 GROUP II..............................................................................................................................159 GROUP III.............................................................................................................................467 PRESIDENT OFFICE STAFF..............................................................................................494 Office of the President Records. Sheldon Hackney Administration UPA 4 Hackney Guide to the Office of the President Records. Sheldon Hackney Administration 1981-1993 UPA 4 Hackney 235.0 Cubic feet Prepared by Kaiyi Chen February 2009 Access is granted in accordance with the Protocols for the University Archives and Records Center. PROVENANCE The records of the Office of the President for the Sheldon Hackney Administration were transferred to the Archives in seven accessions from 1994 to 2008 (#1994: 3, 1994:13, 1995:22, 1995:60, 1999:3, 1999:5, 2002:120, and 2008). Access restrictions: in accordance with the "Protocols for the University Archives and Records Center," all administrative records are closed for twenty-five years from the date of their creation. For personal papers of Sheldon Hackney, see UPT50H123. ARRANGEMENT NOTE The records documenting the administration of Sheldon Hackney represent one series, in four parts (Group I, Group II, Group III, and President Office Staff), in the total record group for the Office of the President. This series is arranged alphabetically for all Groups. - 1 - Office of the President Records. Sheldon Hackney Administration UPA 4 Hackney AGENCY HISTORY Traditionally, while the Provost had been the nominal head of the University, the administrative responsibility had always belonged to the Board of Trustees and its various boards and committees. In 1923, the Trustees created the position of President, with the Provost serving concurrently as President. Three years later, however, the title was abolished, and it was not until 1930 that, in response to increasing administrative demands, the Trustees re-authorized the position. The statutes of the University were revised completely in January of 1932, and defined the University President as "the educational and administrative head of the University with all powers comparable to those of a corporation, to whom all officers, instructors, and employees of the University were responsible." The President, in turn, was responsible to and reported to the Trustees, and served simultaneously as the presiding officer of the Board of Trustees. The first person elected to the newly-defined head position was Thomas S. Gates. Sheldon Hackney served as President of the University of Pennsylvania from 1981 to 1993. During his term, the staff assisting the President was somewhat reduced in size compared to the preceding administration. It was generally composed of the following major members: Executive Director and Associate Director of the Office of the President, Executive Assistant (or Executive Secretary) to the President, and several Assistants to the President on projects assigned by the President. SCOPE AND CONTENT NOTE The records in this series (in three parts, Group I, Group II and Group III) document the presidential administration of Sheldon Hackney, who served as President from 1981 to 1993, and reflect all major activities taking place on campus during this period. The representation of the collection can be summarized, though not limited to, ten major categories of administrative activities as follows. I. Administration at the top level of the University organization. Included in this category are records of the Board of Trustees, its Executive Committee, and other Trustee Committees including the Investment Board; records related to the investment issue in South Africa, records of the University Council, Faculty Senate, Council of Deans, the Senior Planning Group, the President’s - 2 - Office of the President Records. Sheldon Hackney Administration UPA 4 Hackney Advisory Group, the Office of the Secretary, and the Office of Research Administration; as well as the general and correspondence files of the Office of the President and the Office of the Provost,. II. Policies, programs, events and policy-making activities that affect the entire university. Represented in this category are Affirmative Action, Minorities and Black Presence, 250th Anniversary of the University, Convocation and Commencement, Honors and Awards granted on various occasions, Long range planning and Strategic planning, Policies and Procedures, Task Force on Benefits for Domestic Partners, University Annual Report and President’s Report (monthly and quarterly), and the President’s Forum. III. Administration of all schools and all academic and research centers and programs of the University. Included in this category are files of all schools and academic centers of the University and the University health system (under the entry of Health Affairs), files of the Inter- institutional Cooperation Programs and International Programs Office that engage in educational and scholastic exchanges with areas and countries including Africa, China, Egypt, Israel, Italy, Japan, Korea, United Kingdom, former U.S.S.R., as well as records related to the Council of the Ivy Group Presidents. In addition, this category includes records of such major academic accessory departments of the University as the University Archives, the University Libraries, the University Museum, the University Press, the Morris Arboretum, the University Art Collection and the Institute of Contemporary Art IV. Business aspects of the University administration. Represented in this category are records of the Management Group, which includes Academic Planning and Budget Committee, Capital Council, and Capital needs planning; records of Budget and Finance, files of the Office of the Comptroller, records of the Facilities Management, Facilities Planning, and Facilities Development, records of the Office of Investment and Operational Services, and records related to Safety and Security on campus, Also included in this category are files for the maintenance of the President House. V. Personnel records. Included in this category are files of Administrative Search for various senior administrative or academic positions, records of Human Resources, Benefit Program, Bio Files, and records of the President’s Recruitment Committee, which collected and developed files of recruiting and relocation information. VI. Records related to Alumni Relations and Development activities. Included in this category are general files of Alumni Relations and the General Alumni Society, files of the deaths of alumni and some non-alumni personnel, files of Gifts, Donations, Gift Prospects, and Foundations that contributed for the development of the University, files of trips made by the President or other - 3 - Office of the President Records. Sheldon Hackney Administration UPA 4 Hackney major University officials for fund raising purposes, files of Penn’s Way, a fund raising program, and records of events held at Eisenlohr Hall, the President House, for the entertainment of donors and other distinguished guests. VII. Records that concern legal issues and cases of complaints of employees and students. This category includes files of the General Counsel, files of the University Judicial System, files of a dispute between the University and the City of Philadelphia over a Mayor’s Scholarship, a Student Problem file, files of the South Africa investment issue, a file related to the Head Injury Clinical Research on Baboons, and a file related to an Open Expression issue over the use of an epithet of “Water Buffalos” (the Jacobowitz Case). VIII. Records related to student admission and student activities on campus. Within this category are files of Admissions and Financial Aid, Scholarships, files of the Graduate and Professional Student Assembly, files of various fraternities, files of various activities under the general entry of University Life, such as Residential living and WXPN, a student broadcast program run by the students, files related to the Department of Recreation and Inter-collegiate Athletics and the NCAA