Handbook for Library Trustees of New York State
Recommended Policies Checklist
External:
Circulation
- Customer Service
- Patron Confidentiality
- Lending Rules
Collection
- Collection Development
- 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
- General Data Protection Regulation
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Internal:
Board
- Code of Ethics/Conduct
- Conflict of Interest
- Continuing Education
- Meeting Procedures
- Removal of a Trustee
Administrative
- Business Continuity Plan
- Environmental
- 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
- Opioid Prevention Measures
- Workplace Safety
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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: