Solid library policies are the foundation of strong libraries. The board of trustees is responsible for the creation, adoption and enforcement of written policies that govern and guide all phases related to programs, operations, and use of the library. Policies are general, flexible statements governing library operations, rules and use. Policies must be tailored to meet changing local conditions and should focus on the library building, collection, services, staff and community. Not every library has the same number of policies, nor should they. Policies need to reflect the services that library offers its community. For example, if a library does not have a meeting room available for public use, then a meeting room policy is not needed.
Library Trustees, along with the Director, have the primary responsibility for policies. Staff members should be involved in the process as appropriate, and policies should be shared with the library's governing body (city or county) to ensure awareness. Certain policies may need review from legal counsel. Boards should revise and update existing policies and create new policies as library services evolve over time. Policies may also be eliminated if they are no longer needed.
Reviewing policies from other South Dakota libraries or out of state libraries may be useful in developing or revising your library's particular policies. Library development staff at the SD State Library are available to assist with policy development.
Once a policy is approved, the library director is responsible for making sure that staff know about and follow policies that affect their work. Based on policies, the director and staff may create internal library procedures. For example, the library board may develop a policy for lending board games. The library director and staff will then develop procedures for purchasing the games, processing and cataloging for checkout, inventorying, and marketing.
Trustees need to be aware that one of their responsibilities related to policies is that they may be called upon to consider any citizen or staff complaints or suggestions in regard to adopted policies. It is important that library board members are aware of all policies and support the library director and staff in enforcing the policies in the case of questions or complaints.
As a Library Board considers new policies, there are questions to ask in the process. The Board may also want to consult with legal counsel for some policies. Is the new policy:
The policy manual must contain the following minimum information:
1. A statement of the goals and objectives of the library;
2. A detailed library collection development policy which includes selection priorities, the Library Bill of Rights https://www.ala.org/advocacy/intfreedom/librarybill, Freedom to Read statement https://uniteagainstbookbans.org/freedomtoread/#statement and a procedure for handling citizen complaints. Examples of material reconsideration forms for all types of libraries may be found at https://www.ala.org/tools/challengesupport/selectionpolicytoolkit/sampleforms
3. Regulations for library use should include the following:
4. Staff regulations must include the following: (NOTE: Most libraries are governed & funded by their city or county, and staff regulations would be the same as for that entity.)
Policies should be reviewed regularly and revised accordingly. The director and board should establish a yearly schedule for policy review. Larger libraries with many policies may want to consider reviewing 2-3 policies at each board meeting. A policy manual should be available for public review and it is recommended that library policies be posted on the library website.
Service Policies
Collection Development |
Facilities Use •Hours of Operation •Accessibility •Building Security •Meeting Room Use •Exhibits and Displays •Bulletin Boards and Materials Distribution •Patron Behavior/Library Code of Conduct •Unattended Children •Copiers and Other Equipment Use •Emergencies and Disasters |
Community Relations Social Media - including public comments
|
Materials Use and Circulation •Borrower Eligibility •Confidentiality of Patron Records •Loan Periods and Renewals •Requests for Items Unavailable •Holds on Items Owned •Requests for Purchase •Fines and Interlibrary loans •Reserved Materials •Overdue Fines •Charges for Damaged and Lost Materials •Reference and Special Collections |
Computer Access and Use •Internet Safety Policy •Printing Charges |
Services Offered •Free •Fee-based |
Internal Policies
Board of Trustees Policies •Authority •Constitutions and Bylaws •Appointments •Roles and Job Descriptions •Meetings •Officers •Risk Management •Ethics |
Personnel •Job Classifications and Descriptions •Salary Schedule and Benefits •Employee Recruitment, Selection, Appointment •Equal Opportunity/Affirmative Action •Working Conditions •Chain of Command •Evaluation, Discipline and Termination •Separation •Grievances •Association Memberships, Workshops and Travel |
Finance •Budget and Funding •Financial Reports •Purchasing •Contracts and Bidding •Investments •Audits •Bonding |
Property •Insurance •Gifts •Capital Assets •Inventory •Surplus Property |
Source: Tools for Trustees: The Georgia Public Library Trustee Manual by Lyn Hopper
Other Policies to Consider Remote work Emergency Closing or State of Emergency policy - to allow changes to standing policies as needed in the event the board declares a State of Emergency - useful during a pandemic and/or other situations. CIPA - if this is something your library has to comply with Service Animals Weapons |
SD Library Policies Online
K.O. Lee (Aberdeen) http://www.aberdeen.sd.us/390/Library-Policies
Brookings Public https://brookingslibrary.org/about_us/policy_manual.php
Freeman Public http://www.freemanlibrary.org/policies.html
Hot Springs Public http://www.hotspringspubliclibrary.com/library-policy/
Madison Public http://www.madisonpubliclibrarysd.com/policies
Siouxland http://siouxlandlib.org/about-us/library-policies.aspx
Sturgis Public https://www.sturgis-sd.gov/policies
Vermillion Public Library https://vermillionpubliclibrary.org/our-story-2/services/
Watertown http://www.watertownsd.us/index.aspx?nid=270
Policy creation, samples
The South Dakota State Library has several books about policy creation. These are available through interlibrary loan. Search the library catalog at https://sdsv.agverso.com/home?cid=sdsv&lid=sdsv
From the American Library Association
Policy Development
Library's Legal Answers for Meeting Rooms and Displays
Material Reconsideration Form Samples
Disaster Preparedness
Libraries should consider developing a disaster preparedness policy as a proactive approach to managing risks and mitigating the impact of disasters on library operations. Resources exist for disaster planning including guidebooks, webinars, toolkits, and policy examples from many library agencies such as:
Publications available through SDSL's catalog
Disaster Preparedness Toolkit - State Library of Iowa
Disaster Preparedness and Recovery - New Jersey State Library
Library Disaster Preparedness & Response Resource Guides - American Library Association
South Dakota Emergency Services
Librarian's Disaster Planning and Community Resiliency Guidebook - from the NJ State Library
Tech planning policies
Tech planning information https://www.webjunction.org/explore-topics/tech-planning.html
Artificial Intelligence
AI in the Library
IFLA Statement on Libraries and Artificial Intelligence
Article: “AI Policies Across the Globe: Implications and Recommendations For Libraries”
CIPA compliant Internet Safety Policy - If your library is required to use some form of filtering for your computers due to CIPA, you need to have an Internet Safely Policy. Here is a template.