Recommended Policies Checklist

External:

Circulation

  • Customer Service
  • Patron Confidentiality
    • Law Enforcement Inquiry
  • Lending Rules
    • Non-Resident Borrowing

Collection

  • Collection Development
    • Weeding
  • Censorship:
    • Challenge of Library Materials
    • Freedom to Read (ALA)
    • Freedom to View (ALA)
  • Copier/Copyright
  • Local History

Public Space

  • Accessibility/ADA Statement
  • Exhibit/Posting
  • Incident Report Form
  • Meeting Space/Equipment
  • Patron Behavior/Code of Conduct
  • Patron Complaints
  • Programming
  • Tutoring
  • Unattended Children
  • Vulnerable Adults

Technology

  • Library Equipment Usage:
    • Computers
    • Printers
    • Devices
    • 3D Printer
  • Internet Use
  • Wireless Use
  • Website

Internal:

Board

  • Code of Ethics/Conduct
  • Conflict of Interest
  • Continuing Education
  • Meeting Procedures
    • Public Expression
  • Removal of a Trustee

Administrative

  • Business Continuity Plan
  • Inclement Weather/Closing
  • Public Access to Records (FOIL)
  • Public Relations (including Social Media)
  • Records Retention

Financial Controls

  • Audit/Review Schedule
  • Claims Audit Process
  • Credit Card
  • Disposition of Surplus Property
  • Friends Group Memo of Understanding
  • Fund Balance & Reserve Funds
  • Fundraising/Gift
  • Investments
  • Inventory/Fixed Assets
  • Online Banking & Wire Transfers
  • Petty Cash
  • Purchasing/Procurement
  • Travel & Conference

Personnel

  • Attendance/Leave
  • Code of Conduct
  • Computer/Internet/Email/Social Media Use
  • Continuing Education
  • Discipline/Termination
  • Equal Employment Opportunity
  • Evaluation Procedure
  • Grievance Procedure
  • Harassment
  • Jury Duty
  • Nepotism
  • Orientation
  • Outside Employment
  • Personnel Records Access
  • Probationary Period
  • Recruitment/Hiring
  • Salary/Benefits
  • Volunteers
  • Whistleblower Protection

Safety

  • Emergency Plan
    • Disaster Recovery
    • Active Shooter Procedures
  • Fire Safety
  • Workplace Safety

This Policy Checklist is offered as a guideline of typical public library policies. Though terminology may vary, every library board is required to adopt appropriate policies for their institution (8 NYCRR § 90.2).

For helpful information on developing policies, libraries are encouraged to contact their public library system. 

In addition:

Last Updated: October 20, 2015