Skip to Main Content
New York State Library Logo

Handbook for Library Trustees of New York State (2023 Edition)

Content from the latest edition of the Trustee Handbook.

External:

Circulation

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

Collection

  • Collection Development (should address curation of print, media, digital and Library of Things collections)
    • Request for Reconsideration 
    • Weeding
  • Copier/Copyright 
  • Freedom to Read (ALA)
  • Freedom to View (ALA)
  • Library Bill of Rights (ALA)
  • Local History

Public Space

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

Technology

  • Internet Use
  • Library Equipment Usage
  • Privacy
    • General Data Protection Regulation
  • Social Media 
  • Website
  • Wi-Fi Network Use

Internal:

Board

  • Code of Ethics/Conduct
  • Conflict of Interest
    • Annual Disclosure Form
  • Equity, Diversity, and Inclusion Statement
  • Meeting Procedures
    • Public Comment  
    • Videoconferencing
    • Protests
  • Training Mandates:
    • Trustee Education Requirement 
    • Sexual Harassment Prevention Training
  • Removal of a Trustee

Administrative

  • Inclement Weather/Closing 
  • Records Retention
  • Public Access to Records (FOIL)
  • Public Relations
    • Crisis Communication Plan
  • Sustainability

Financial Controls

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

Personnel

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

Safety

  • Airborne Infections Disease Exposure Prevention Plan / Pandemic Response Plan
  • Continuity of Operations Plan (COOP)
  • Disaster Preparedness Plan
  • Emergency Action Plan
  • Incident Action Plan
  • Workplace Safety/Violence Prevention

More Information

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: Mid-Hudson Library System: Public Library Policies - Development Tips & Samples