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Broad Valleys Federation
Pam Henley & Suzanne Reymer
Montana State Library February 28, 2015
LIBRARY POLICIES
What is a Policy?
• Merriam-Webster:
• Prudence or wisdom in the management of affairs
• A high-level overall plan embracing the general goals and
acceptable procedures especially of a governmental body
• Dictionary.com
• A definite course of action adopted for the sake of expediency
• BusinessDictionary.com
• Principles, rules and guidelines formulated or adopted by an
organization to reach its long-term goals and published in a booklet
or other form that is widely accessible
Why have policies?
• Translate service priorities into actions
• Allow staff to perform jobs effectively
• Ensure equal treatment for all
• Educate public
• Provide legal support
Good policies…
• Reflect library priorities
• Are current, comprehensive and
consistent
• User-friendly, easy to access
• Comply with local, state and federal
regulations
4 Tests
• Legality
• Reasonableness
• Nondiscriminatory
• Measurability
Name Your Policies
Policy Development
• Determine priority
• Identify current practice and best practice
• Involve staff
• Consult groups affected
• Write procedures based on staff input and
best practice information
• Review and ask Why?
Personnel
• Often developed by city/county HR
• Hiring/termination
• Benefits
• Grievance procedures
If library develops their own, align with
city/county for consistency
Create a Policy
Policy Assessment
• Brief statement of WHY
• Regulations define, WHAT is done to
support policy
• Procedures outline HOW staff supports
policy and regulation
• Guidelines describe best practice
4 Tests
• Legality
• Reasonableness
• Nondiscriminatory
• Measurability
Implementation
• Communicate
• Internal
• External
• Monitor
• Update and revise
Examples
• Great Falls Public Library
http://greatfallslibrary.org/?p=about&n=about
• Missoula Public Library
http://www.missoulapubliclibrary.org/about/missoula-public-library-
policies
• ImagineIF: http://imagineiflibraries.org/about-us/policies/
• Bitterroot Public Library: http://www.bitterrootpubliclibrary.org/policies
• More resources:
http://mslconsulting.pbworks.com/w/page/55864309/Sample%20Libra
ry%20Policies (list of possible policies)
• http://libraries.msl.mt.gov/Home/library_development/consulting/librar
y_admiistration (links to other resources)
Bibliography and Resources
• Larsen, Jeanette and Herman L. Totten. Model Policies for
Small and Medium Public Libraries. New York: Neal-
Schuman Publishers, 1998.
• Nelson, Sandra S., and June Garcia. Creating Policies for
Results: From Chaos to Clarity. Chicago: American
Library Association, 2003.
• Reed, Sally Garner. The Complete Library Trustee
Handbook. New York: Neal-Schuman Publishers, 2010.
Questions?
• Pam Henley: phenley2@mt.gov
• Suzanne Reymer: sreymer2@mt.gov

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Library policies

  • 1. Broad Valleys Federation Pam Henley & Suzanne Reymer Montana State Library February 28, 2015 LIBRARY POLICIES
  • 2. What is a Policy? • Merriam-Webster: • Prudence or wisdom in the management of affairs • A high-level overall plan embracing the general goals and acceptable procedures especially of a governmental body • Dictionary.com • A definite course of action adopted for the sake of expediency • BusinessDictionary.com • Principles, rules and guidelines formulated or adopted by an organization to reach its long-term goals and published in a booklet or other form that is widely accessible
  • 3. Why have policies? • Translate service priorities into actions • Allow staff to perform jobs effectively • Ensure equal treatment for all • Educate public • Provide legal support
  • 4. Good policies… • Reflect library priorities • Are current, comprehensive and consistent • User-friendly, easy to access • Comply with local, state and federal regulations
  • 5. 4 Tests • Legality • Reasonableness • Nondiscriminatory • Measurability
  • 7. Policy Development • Determine priority • Identify current practice and best practice • Involve staff • Consult groups affected • Write procedures based on staff input and best practice information • Review and ask Why?
  • 8. Personnel • Often developed by city/county HR • Hiring/termination • Benefits • Grievance procedures If library develops their own, align with city/county for consistency
  • 10. Policy Assessment • Brief statement of WHY • Regulations define, WHAT is done to support policy • Procedures outline HOW staff supports policy and regulation • Guidelines describe best practice
  • 11. 4 Tests • Legality • Reasonableness • Nondiscriminatory • Measurability
  • 12. Implementation • Communicate • Internal • External • Monitor • Update and revise
  • 13. Examples • Great Falls Public Library http://greatfallslibrary.org/?p=about&n=about • Missoula Public Library http://www.missoulapubliclibrary.org/about/missoula-public-library- policies • ImagineIF: http://imagineiflibraries.org/about-us/policies/ • Bitterroot Public Library: http://www.bitterrootpubliclibrary.org/policies • More resources: http://mslconsulting.pbworks.com/w/page/55864309/Sample%20Libra ry%20Policies (list of possible policies) • http://libraries.msl.mt.gov/Home/library_development/consulting/librar y_admiistration (links to other resources)
  • 14. Bibliography and Resources • Larsen, Jeanette and Herman L. Totten. Model Policies for Small and Medium Public Libraries. New York: Neal- Schuman Publishers, 1998. • Nelson, Sandra S., and June Garcia. Creating Policies for Results: From Chaos to Clarity. Chicago: American Library Association, 2003. • Reed, Sally Garner. The Complete Library Trustee Handbook. New York: Neal-Schuman Publishers, 2010.
  • 15. Questions? • Pam Henley: phenley2@mt.gov • Suzanne Reymer: sreymer2@mt.gov

Editor's Notes

  1. Policies define current practice
  2. Also need to be adopted by board at an open meeting
  3. Some policies are connected, work on these simultaneously Procedures: step-by-step description of HOW staff supports policy and regulation
  4. Regulations – written rules Board approves policy and regulation, director with staff input is involved in procedure and guideline
  5. Also need to be adopted by board at an open meeting
  6. Internal: organize manual, distribute, train staff External: both library users and general public; web page accessibility; post signs in appropriate areas; stress positive points Monitor: observe actual practice, modify if needed Update: regular review, can set a schedule