Trustee Bibliography

Prepared by:
Mary Lou Caskey
March 1999

Board Organizatrion

1. Avoiding Liability Risk: An AttorneyÆs Advice to Library Trustees and Others by Renee Rubin. Published by American Library Trustee Association, 1994, Chicago, IL.

A concise and thorough discussion of what each library trustee and board should know regarding protection from litigation. 30 pages.

2. The Five Most Important Questions You Will Ever Ask About Your Nonprofit Organization by Peter F. Drucker. Published by Jossey-Bass, San Francisco, 1993.

This is a leaderÆs manual and workbook set that walks you through a planning process with easy to use work sheets from the guru of management, Peter Drucker. It is not limited to library planning but can be applied to all kinds of nonprofit planning. Workbook is 61 pages.

3. Handbook for Library Trustees of New York State edited by Parry Teasdale and Malcolm Hill. Published by NYSALB, PULISDO, and DLD, 1995.

Contains all basic information that trustees need including Minimum Public Library Standards, different types of public libraries, Friends of the Library, censorship, laws and regulations, policies , table of contents and bibliography. 45 pages.

4. Legal Obligations of Nonprofit Boards: A Guidebook for Board Members by Jacqueline C. Leifer and Michael B. Glomb. Published by the National Center for Nonprofit Boards, 1997.

This is a very good explanation of board member liability issues, partially in the question and answer format. The concise chapters of this slim paper volume cover many of the general legal questions that a board member might ask. the asnwers are brief and clear. Every board member should look through this book. It has a table of contents, a bibliography and 2 appendices. 38 pages.

5. Library Trustee Guidelines by Jack Short. Published by Consultant Publications, Avon, CT, 1994.

Paperbound volume contains excellent Keyword/Concept index covering topics such as Self-Perpetuating Board, Board Evaluation, Identifying New Board Talent, Volunteers, and much more. No bibliography. 53 pages.

6. Working With Library Boards: A How-To-Do-It Manual for Librarians by Gordon S. Wade. Neal-Schuman Publishers, 1991.

Although aimed at the Library Director, this book provides much useful information for trustees. Covers seeking better salaries and fringe benefits, budget defense and alternative funding sources, as well as the relationship between the Board and the Director. Contains a table of contents, index and large bibliography. 196 pages.

7. A Public Trust in Private Hands: Understanding the Work of Nonprofit Boards . A video produced by the National Center for Nonprofit Boards. 1994. 13 minutes.

Not specific to library boards but this video, hosted by CNNÆs Judy Woodruff, is very useful in explaining the role of a nonprofit board such as a library. It is short enough to be used at a board meeting. It comes with a 14 page UserÆs guide that outlines the high points of the video and offers suggestions on how to use it most effectively.

8. The Library Trustee: A Practical Guidebook , fifth edition, by Virginia G. Young. American Library Association, 1995.

This book contains a wealth of information that trustees need to know. An interesting chapter covers Federal Support for Libraries and lists grants by type of assistance needed. The Appendixes cover budget checklists, policy samples, evaluation samples, orientation programs, and much more. Extremely valuable book. Contains and index and suggested reading for trustees. 252 pages. .

9. Library Trustees: Meeting the Challenge. A video produced by the American Library Association. 1988. 15:39 minutes.

Using library settings, this video covers trustees responsibilities, such as planning, budgeting, public relations, and policies. Short enough to be used at a board meeting.

10. Trustee 2000: Change, Changes, Changed, Changing... A video produced by a partnership of Mid-Hudson Library System, Poughkeepsie, NY, Library Development Team of the New York State Education Dept., and Langa Communications Corp., Rhinebeck, NY. 1995. 18 minutes. Public Performance rights included.

This is an excellent discussion starter for dealing with change, particularly the changes that technology brings. ItÆs divided into 4 parts: Books & Computers, Tradition & Technology, Money, and Community & the World. Since it was produced in New York State by a public library system it is very relevant to Mid-York libraries.

Finance and Budgeting

11. Creating a Financial Plan: A How-To-Do-It Manual For Librarians by Betty J. Turock and Andrea Pedolsky. Neal-Schuman Publishers, 1992.

This easy to use manual provides forms and checklists and explanations in plain English to help people create a financial plan. It includes an index and bibliography. 188 pages.

12. Forming and Funding Public Library Foundations by Faye Clow. Edited by Daniel G. Zack. Published by the Public Library Association of the ALA, 1993.

Trustees interested in what is involved in forming a foundation will find this publication very useful. It outlines the difference between public and private foundations; the benefits of a library foundation; how to form one; how to fund one; some sample articles of incorporation, and a bibliography. It answers most of the questions people have about the topic in 31 pages.

13. Fundraising for the Small Public Library: a How -To-Do-It Manual for Librarians by James Swan. Neal-Schuman Publishers, 1990.

In a very readable style, Mr. Swan discusses the basics of fundraising as well as direct mail, grants, memorials and deferred gifts, annual events, Friends and foundations, and consultants. It includes an index and a bibliography in addition to samples and work sheets. This is one of the best resources for an overview of fundraising possibilities for libraries. 238 pages.

14. National Guide to Funding for Libraries and Information Services edited by Stan Olson, Ruth Kovacs & Suzanne Haile. Published by the Foundation Center, 1991.

Pages 45-69 cover foundations in New York State. Although the information is old now, trustees can get an idea of what kind of information is available when seeking grants. The Clark Foundation, which funds projects in the Cooperstown area and the Stevens Kingsley Foundation which funds Rome projects are listed here along with the Rockefellers and the ReaderÆs Digest foundations. For more up to date information trustees should visit the Foundation Center Cooperating Collection located at Utica Public Library in the Reference Room. The most current grant information and sources can be found there. Ask a librarian for help in using the collection. It will be well worth your time.

15. Success Stories: How 15 Libraries Raised money and Public Awareness. Published by the Public Information Office of ALA, 1983.

This book is very old but the information about how the libraries raised money is still valid. Each library has a 2-3 page entry which briefly describes the successful project. It may generate some good ideas. 52 pages.

16. YouÆre in the Money! Fundraising Fundamentals A closed captioned video produced by the American Library Association. James Swan (see no. 9) was a consultant for this project. 1994. 30 minutes.

This video covers organizing the campaign, deciding on the appropriate method to raise money, locating the best prospects, asking for money and getting results, and starting a foundation.

Planning and Evaluating (including Facilities Planning)

17. 1990 Central New York Disaster Recovery Resource Guide prepared by Daniel Umstead. Published by the Central NY Resources Council, 1990.

This guide covers the resources and tools needed to recover from disasters such as floods or fires. It lists the items needed and where they can be purchased, rented or borrowed. There is a bibliography and an index.

18. The ADA Library Kit: Sample ADA-related Documents to Help You Implement the Law edited by Kathleen Mayo and Ruth OÆDonnell. Published by the ASCLA of the American Library Association, 1994.

This kit offers simple work sheets and survey samples to help libraries comply with the Americans With Disabilities Act. It covers policies and procedures, signage, community surveys and staff training. Index and bibliography included. 132 pages.

19. Envisioning Excellence: Planning the LibraryÆs Future developed by the Vermont Board of Libraries exemplary Library Service Recognition Task Force. Published by the Vermont Department of Libraries, 1988.

This small document contains some checklists and a bibliography. It is sometimes valuable to see how another state views the planning process. 15 pages.

20. Library Disaster Handbook: Planning, Resources and Recovery by Nelly Ballofet. Published by the Southeastern NY Library Resources Council, 1992.

This manual contains a special section of photographic materials in addition to sources for supplies, advice and help. Good index and bibliography. 54 pages.

21. Library Space Planning: A How-To-Do-It Manual for Assessing, Allocating and Reorganizing Collections, Resources and Facilities by Ruth A. Fraley and Carol Lee Anderson. Published by Neal-Schuman, 1990.

This manual contains information on rearranging your furniture, moving a whole library, planning a move, measuring a collection. It also offers sample bids and work sheets, as well as an excellent bibliography that covers working with architects, space planning for new technologies and library moves. Index. 194 pages.

22. Long Range Planning: A How-To-Do-It-Manual for Public Librarians by Suzanne W. Bremer. Neal-Schuman Publishers, 1994.

A terrific book for simple, easy-to-do long range planning. It has work sheets, samples, great bibliographic references and an index. 109 pages.

23. Options for Small Public Libraries in Massachusetts: Recommendations and a Planning Guide by Nancy M. Bolt and Corinne Johnson. Published by JNR Associates and Options for Small Libraries Committee, 1985.

This book contains a variety of choices for public library service, a modified planning process, sample surveys and checklists, and a questionnaire for Town Officials. An interesting and different approach from the ALA manuals.

No bibliography or index. 128 pages.

24. Output Measures for Public Libraries: A Manual of Standardized Procedures, second edition. Prepared by Nancy A. Van House et al. Published by The American Library Association, 1987.

This is the companion volume to Planning and Role-Setting for Public Libraries. It offers a set of measures relevant to common public library goals and gives detailed instructions for using them. The manual is easy to follow, not academic, and offers many samples and work sheets. The Mid-York Library System and its members have used this manual often to gather information. It has an index. 99 pages.

25. Output Measures for Public Library Service to Children: A Manual of Standardized Procedures by Virginia A. Walter. Published by the American Library Association, 1992.

This is also a companion volume to Planning and Role-Setting for Public Libraries and Output Measures for Public Libraries. It offers some different measures for childrenÆs services. It also has information on how to conduct a focus group and a user survey. This information will apply to any age group. A special feature is survey samples in Spanish as well as English. It is clearly written and easy to follow. Like the other volumes, it has samples and work sheets that make the process easier. Index. 129 pages.

26. Planning and Role-Setting for Public Libraries: A Manual of Options and Procedures by Charles R. McClure et al. Published by the American Library Association, 1987.

One of the best planning tools available. Mid-York member libraries have used it for many years with success. It is easy to follow and includes samples and work sheets. It offers 8 options for roles for public libraries. In the last 10 years, these roles have been enhanced or changed with growing technology. But the basics are still solid. Index. 117 pages.

27. Planning Library Interiors: The Selection of Furnishings for the 21st Century by Carol R. Brown. Oryx Press, 1995.

This practical manual contains lots of photos of furniture and signage. It also covers the bidding process, the library furniture market, and has lists of manufacturers and associations as well as an index and bibliography.

Great for trustees who need to select shelving and furniture but are unfamiliar with the process.

28. Strategic Planning: A How-To-Do-It Manual for Librarians by M.E.L. Jacob. Neal-Schuman Publishers, 1990.

This manual contains checklists, samples and work forms and is written in an easy to understand manner. Strategic planning creates a framework in which knowledgeable decisions can be made based on the analysis of an institutionÆs past, present, and anticipated future performance, and uses the results of present actions and environmental trends as guides to modifying present actions." This type of planning is used most often in business. The manual contains an index, a bibliography and a glossary. 120 pages.

29. The TELL IT! Manual: The Complete Program for Evaluating Library Performance by Douglas Zweizig et al. Published by the American Library Association, 1996.

This is an new version of planning by one of the authors of Planning and Role-Setting for Public Libraries. "Planning is not seen as an activity that will result in a static plan for a library, but as a process of continuous consideration of what the library is and where it is going." "PLANNING is a series of successive approximations to a moving target." "The purpose of EVALUATION is not to prove, but to improve." The acronym TELL IT, stands for Talk about the vision, Explore alternatives and design your approach, Learn from whatÆs happening, Let people know what happened, Integrate the results with ongoing services, and Think about how it all worked ! It contains a comparison chart of evaluation methods that is useful for planning. Excellent bibliography, index and samples. 270 pages.

30. Wisconsin Library Building Project Handbook, second revised edition by Anders C. Dahlgren. Published by the Wisconsin Dept. of Public Instruction, 1991.

A practical nuts-and-bolts approach to building a public library. Chapters cover Needs Assessment, Evaluating Alternatives, the Library Building Program Statement, Assembling the Project Team, Site Considerations, the Dollars and Cents of Building Projects, Architectural Implementation and Development, Interior Design and Selecting Furniture and Equipment, Plans Analysis process, Bidding and Contract Negotiation, Construction, Occupying the New Facility, Evaluation-The Beginning and the End. It also has several appendices that offer worksheets, samples and Space Allowances for Library Furniture and Equipment. Very useful. Bibliography included. 219 pages.

Personnel

31. Hiring Library Employees: A How-To-Do-It Manual for Librarians by Richard Rubin. Neal-Schuman Publishers, 1993.

An excellent primer on how to hire library employees, this manual covers legal considerations, questions NOT to ask at the interview, conducting the hiring process, and orientation and training. It also includes sample forms and statements that trustees will find helpful, as well as an orientation checklist and how to deal with ADA. Bibliography and index make the book easy to use. 204 pages.

32. New Employee Orientation: A How-To-Do-It Manual for Librarians by H. Scott Davis. Neal-Schuman Publishers, 1994.

Like the other manuals this is a practical guide. It includes forms and samples and a process to follow for new employee orientation. There is a good bibliography and index. This manual may be more wordy than some of the others. ItÆs samples are for an academic library not a public library, however there are enough similarities to make it valuable.

33. Performance Analysis and Appraisal: A How-To-Do-It Manual for Librarians by Robert D. Stueart and Maureen Sullivan. Neal-Schuman Publishers, 1991.

A difficult subject made easier by easy to read chapters on The Job, The Law, The Staff, The Performance. There is a large appendix that includes sample recruitment and interview forms, performance evaluation forms, and job descriptions. A good index and bibliography make this a valuable tool for trustees.

34. Training Paraprofessionals for Reference Service: A How-To-Do-It Manual for Librarians by Julie Ann McDaniel and Judith K. Ohles. Neal-Schuman Publishers, 1993.

This is a manual best suited for the library director to use. It offers a sample checklist of items to cover in an orientation, some training modules, samples and work sheets and an index and bibliography. If reference service in your library needs improvement, suggest this book to your director.

Policies

35. Before and After the Censor: a Resource Manual on Intellectual Freedom prepared by the Michigan Association for Media in Education and the Michigan Library Association, 1987.

This spiral bound publication includes information on selection policies, handling complaints, intellectual freedom documents and policy samples. This book is 10 years old so any addresses are suspect. It also has a section on Michigan Laws that are not relevant to us, however much of the information is timeless. Use in addition to The New York Guide to Intellectual Freedom in Libraries: A manual for Librarians, Staff and Trustees.

36. Censorship and Libraries, a video narrated by Walter Cronkite. Reeves Corporate Services, 1985. 9 minutes.

This is a brief discussion with the staff of New York Public Library on the subject of banned books and censorship.

37. Developing Public Library Collections, Policies, and Procedures: A How-To-Do-It Manual for Small and Medium-sized Public Libraries by Kay Ann Cassell and Elizabeth Futas, Neal-Schuman Publishers, 1991.

Policies should always be written with strong input from the Library Director. It is the Trustees responsibility to see that good up-to-date policies are approved and revised as necessary. This book offers a framework in which to develop policies, using work sheets and samples. Good bibliographies are found throughout the manual which also has an index for easy use. 143 pages.

38. The New York Guide To Intellectual Freedom in Libraries: A Manual for Librarians, Staff and Trustees prepared by the New York Library AssociationÆs Intellectual Freedom Committee. Published by the New York Library Association, 1996.

This is a very useful manual of policies, samples, work forms and groups to contact, as well as Federal and State laws that apply. Really all you need can be found here in 60 pages.

39. PLA Handbook for Writers of Public Library Policies prepared by the PLA Policy Manual Committee. American Library Association, 1993.

This useful little publication contains 20 different policy topics in which general areas to be covered are listed as well as some samples. Some of the topics include, unattended children and intellectual freedom. 72 pages.

Public Relations and Marketing

40. Marketing: A Planned Approach for the Public Library, a video from the American Library Association, 1989. 24 minutes.

This video covers the four PÆs of marketing: Product, Price, Place, and Promotion. Since the focus is on public libraries this is very relevant for trustees, directors and staff.

41. Part-Time Public Relations with Full-Time Results: A Primer for Libraries edited by Rashelle S. Karp. Published by the American Library Association, 1995.

Chapter headings include News Releases, Photo Releases, Public Service Announcements; Exhibits; Library Publications; Planning Special Events. Checklists and illustrations make this a useful handbook for quickly learning about PR for libraries. 54 pages.

42. The Public Library Effectiveness Study: The Complete Report by Nancy A. Van House and Thomas A. Childers. Published by the American Library Association, 1993.

The purpose of this study was to define effectiveness for the public library institution by identifying the feature or features of a public library that most directly attest to its effectiveness. It includes all the survey sample questions. Various groups such as library managers, trustees, users, friends, community leaders, and local officials were asked to comment on aspects of library service and functions. This is useful when gathering information for planning. 99 pages.

43. Publicity Manual for Libraries: A Professional Guide to Communicating with the Community by Selma and Edwin Field, Published by Knowledge Network Press, 1993.

This manual is easy to use and read with brief sections covering all aspects of PR for libraries. Contains an index, samples and a good glossary. The emphasis is on writing good news releases, annual reports, and targeting a story. Very useful.

44. The Roles of the Public Library in Society: The Results of a National Survey Final Report by George DÆElia, U. Minnesota in collaboration with The University of Minnesota Center for Survey Research and The Gallup Organization. Distributed by The Urban Libraries Council, Evanston, IL, 1993.

A national sample of the general public and a national sample of community opinion leaders were asked to evaluate the importance to their communities of 10 different roles of the public library. The results showed that the public sees the library differently than the library staff and trustees. There are a number of good brief magazine articles that distill this document in a readable format. The information is very interesting for planning purposes and for trustees developing mission statements. This is the full report over 200 pages.

45. Strategic Marketing for Libraries: A Handbook By Elizabeth J. Wood with Victoria L. Young. Published by Greenwood Press, 1988.

This book is in two parts: Library Marketing and Library Strategic Planning. It includes samples, an index and a bibliographic essay. Written like a textbook rather than a manual it contains a lot of good information in a more formal style. 214 pages.

Programs and Services

46. Customer Service: A How-To-Do-It Manual for Librarians by Suzanne Walters. Neal-Schuman Publishers, 1994.

This manual covers telephone training, employee reward system, systems to follow up on customer requests and complaints. It offers easy to read text with lots of forms and samples. Customer service is one of the most important aspects of the library. If people are pleased with the service they tell their friends and they come back and they support the library on votes. This is an important manual.

47. If It WerenÆt For the Patron: Evaluating Your Public Service Attitude, a video produced by the American Library Association, 1988. 17 minutes.

In 8 humorous sketches, staff members in typical library Situations demonstrate how NOT to help Library patrons. This is another resource for customer service. It is well done and conveys problems quickly. Good for in-service training sessions at your library.

48. Intergenerational Programming: A How-To-Do-It Manual for Librarians by Rhea Joyce Rubin. Neal-Schuman Publishers, 1993.

This manual offers guidance on how to do programming to include different age groups. With samples and forms and great ideas, it explains everything you need to know to do successful programs. Great idea for our area!

49. Library Survival Guide: Managing the Problem Situation, a video produced by the American Library Association, 1987. 20 minutes.

This video discusses various problem situations and strategies that staff can use to diffuse a potentially

disruptive event. Primarily for staff development in handling problem patrons or circumstances. There

are 5 scenarios presented and a discussion guide. Trustees should know that this video is available and

suggest it for in-service training for staff.

50. Managing the Problem Library Patron, a video produced by Campus Crime Prevention Programs, Goshen, Ky. No date. Purchased in 1994.

This is a video training program which was designed to train library staff to cope competently with the small number of library patrons who display disruptive, aberrant or criminal behavior.

51. Serving the Disabled: A How-To-Do-It Manual for Librarians by Kieth C. Wright and Judith F. Davie. Neal-Schuman Publishers, 1991.

Chapters in this interesting manual include Making the Library Accessible, Changing Attitudes, Including Disabled on Staff, The Collection, Programs for Youth, Programs for Adults and other samples and works sheets. Useful tool when working on ADA Plan too. 159 pages.

Friends

52. Making Friends: Organizing Your LibraryÆs Friends Group an video from the H.W. Wilson Company, 1987. 15 minutes.

If you would like to form a Friends group to help expand and enrich the services of your library, this new video shows you how. Beginning with the preliminary planning, nomination of officers, and the drafting of the by-laws, this program guides you through such activities as recruitment, publicity, administration of volunteer groups, and other aspects of the organizational management of your Friends Group.

53. Friends of the Library USA workshops for Friends, a video in 2 parts. A. Advocacy, 20 minutes, and B. Board Development, 26 minutes. 1993.

In part A, Stephen A. Chaudet, Lockheed Corp., outlines six things to do to improve the libraryÆs image, visibility, and support in the community. Part B has Graham Finney of the Conservation Company discussing board development and ways to approach corporations for support.

54. Empire Friends: How to Form or Revitalize a Library Support Group, a video Produced by the Empire Friends, Library Friends of New York State, 1995. Contains a companion manual.

This video and companion manual provide information in 4 Sections; About Friends, What Friends are for, How to do it, and 9 appendices. Specific topics covered include Fund Raising, Legal Responsibilities, Sample Mission Statements, and a bibliography. 30 pages. The manual is not copyrighted and may be reproduced.