Abbreviations, See Glossary

INDEX

Abbreviations, see glossary...... 27.1

Acronyms, see glossary...... 27.1

Activities, planning definition...... 16.9

Advisory boards (See City and town libraries)

Advocating for libraries (See also: Election campaigns)...... 21.2, 23.1, 23.3

American Library Association ...... 26.1 Codes of Ethics...... 7.1 Freedom to Read Statement ...... 15.5 Intellectual Freedom Policy...... 15.2 Library Bill of Rights ...... 15.3, 18.2 Other guidelines, resolutions, policies relating to Bill of Rights ...... 15.4 Planning for Results, A Public Library Transformation Process ...... 16.3, 16.7 Resolution on use of filtering software...... 15.15 Websites relating to intellectual freedom...... 18.7

American Library Trustee Association, (See Association of Library Trustees and Advocates)...... 26.1

Annexation of a city or town to a library district...... 4.5

Annual Work Plan (See Planning)

Appointing trustees, county and city authorities ...... 3.3

Assessing property, Dept of Revenue and County Assessor roles ...... 17.5

Associations Abbreviations ...... 27.1 Membership information for new trustees ...... 26.1, 26.2 Selected state, national, and regional associations ...... 26.1

Association of Library Trustees and Advocates ...... 26.1 Code of Ethics...... 7.2

Balliet, Roger (Election Campaign Strategies)...... 23.9

BARS (State of Washington Budgeting, Accounting and Reporting System)...... 17.8

Benchmarks, planning definition...... 16.10

Bequests (See Foundations) ...... 22.1

Bill of Rights (See Library Bill of Rights)

INDEX 29.1 Boards of Trustees Accountability of ...... 3.4 Advisory board powers ...... 3.5 Advocating for libraries ...... 23.1, 23.3, 23.7, 23.9 Agendas for meetings ...... 6.1, 6.2 Appointment of ...... 3.3, 3.5, 4.1 Budget ...... 2.8. 17.2, 17.12 Building projects, guiding of ...... 24.1 Bylaws...... 5.3 Collective bargaining...... 10.3, 13.2 Committees of board...... 5.4 Community involvement...... 2.1, 14.1, 20.1 Confidentiality of circulation records...... 10.5, 18.6 Conflict of interest ...... 6.3 Continuing education for board members...... 8.5 Duties and responsibilities ...... 2.1, 2.7, 3.4, 17.2 Effectiveness of board and individual members ...... 5.1, 8.3 Election campaigns...... 23.7, 23.14 Eligibility to be a library trustee ...... 5.1, 5.2 Employing the library director ...... 11.1 Errors and omissions liability insurance ...... 9.2, 17.13 Establishing a library district board...... 4.1 Evaluation of ...... 8.6 Executive sessions, laws relating to ...... 10.2 Job descriptions for...... 5.6 Liability of ...... 9.1, 9.3 Meetings of (Regular, special, executive and emergency meetings) ...... 10.1, 10.2, 10.4 Meeting minutes ...... 10.1, 10.2 Number of trustees on boards ...... 3.3 Officers of...... 5.4, 5.6 Open public meetings and public records laws...... 10.1 Optional Code Municipal Cities, library boards in...... 3.5 Orientation of ...... 8.1 Public resources, acceptable and unacceptable use for political activities ...... 23.7, 23.14 Policy making ...... 14.1 Planning...... 16.1 Planning retreats ...... 2.1 Public relations role...... 20.1 Relationship with governmental officials ...... 23.1, 23.3 Relationship with library director...... 2.1, 2.7, 5.5, 6.3, 14.1, 16.4 Relationship with library staff ...... 13.1, 13.6 Relationship with volunteers and Friends of the Library ...... 21.1, 21.4 Term of office...... 3.3 Union negotiations ...... 13.4 Votes are public information ...... 10.3

Bond Issues ...... 23.9, 23.14, 24.5, 24.7

Braille (See Washington Talking Book and Braille Library)

Budget (See also: Funding) 106% levy lid ...... 17.3

INDEX 29.2 BARS (Budgeting, Accounting and Reporting System ...... 17.8 Budget to search for new library director...... 11.4 Budgeting Calendar, example of ...... 17.8 Funding sources for libraries ...... 17.1, 17.10 Impacts of laws, initiatives and referendums ...... 17.3 Library districts, budgeting in ...... 17.2 Library districts, in newly established ...... 4.3 Library districts, setting tax levy...... 4.3, 17.6 Municipal libraries, budgeting in ...... 17.12 Property tax structure...... 17.2 Public hearings before adopting ...... 17.6 Roles of board and director ...... 2.3, 17.7, 17.8

Building Projects (See Capital projects)...... 2.3, 24.1

Bylaws Board of trustees...... 5.3 Friends of the Library...... 21.1

Campaigns (See Election campaigns or Public Disclosure Commission)

Capital projects Campaigns: Public Disclosure Commissions rules and regulations ...... 23.7, 23.14 Election campaign strategies...... 23.9 Funding...... 24.3 Guiding library building projects ...... 2.3, 24.1 Library Capital Facility Areas funding legislation (LCFA) ...... 24.7 Example: Seattle Public Library Bond Issue ...... 24.5

Censorship American Library Association, Library Bill of Rights...... 15.3, 18.2 American Library Association, Freedom to Read statement ...... 15.5 Challenges to library materials ...... 6.5, 18.3, 19.4 Collection development policies ...... 6.5, 18.2, 19.1 Intellectual Freedom ...... 18.1 Requests for reconsideration...... 19.4

Certification of librarians in Washington State...... 11.7

Certified Public Library Administrator Program ...... 11.7

Children and the Internet ...... 15.10, 15.11, 15.13

Circulation records, law related to requests to view ...... 10.5

City and town libraries Advisory boards vs. governing boards responsibilities ...... 3.5 Annexations...... 4.5 Budgeting in municipalities ...... 17.12 Contracting for library service...... 3.2, 17.10 Optional municipal code city, conflicts in law ...... 3.5 Ordinances, examples of...... 3.7, 3.10

INDEX 29.3 Policy making ...... 14.1 Terms of appointments ...... 3.3 Collection Development ...... 6.5, 18.2, 19.1 Discarding library materials ...... 19.4 Collective Bargaining ...... 13.2 Public meetings laws ...... 10.3 Rights to organize and bargain...... 13.2 Complaints about library materials or resources...... 6.5, 18.4, 19.4 Conference Calls ...... 10.1 Conflict of Interest...... 6.3 Conflict between board members...... 6.4 Continuing education for trustees ...... 8.1, 8.5 Constitution (Federal), intellectual freedom...... 18.1 Constitution (State) Declaration of Rights-Intellectual Freedom ...... 18.2 Establishing role of libraries ...... 3.1 Funding limit on regular and personal property...... 17.3

Contracting for library services ...... 3.2, 17.10

Copying library records in response to requests...... 10.5

Corrective action with library director ...... 12.7

County governments, appointing authority...... 3.3, 3.5

County Library District (See Rural County Library District)

Deferred giving (See Foundations)

Director of Library Budgeting responsibilities ...... 17.8 Certification of librarians ...... 11.7 Certified Public Library Administrator Program ...... 11.7 Corrective action ...... 12.7 Dismissing the library director...... 12.11 Employing a library director ...... 11.1 Evaluating director ...... 2.4, 12.1 Factors to consider in evaluating a library director...... 12.4 Interim library director ...... 11.1 Job description ...... 5.9, 11.8, 16.4 Policy making ...... 14.1

INDEX 29.4 Probationary period for new library directors ...... 12.1 Role of director in union negotiations ...... 13.5 Roles of board, director and friends ...... 2.2, 21.4 Work plans, annual and long-range ...... 12.1 When establishing a new library district...... 4.2

Discarding library materials ...... 19.4

Dismissing the library director ...... 12.11

Duncan, Steven (Advocating with Local and State Governmental Officials)...... 23.1

Education and Orientation Conflict among board members ...... 6.4 Handling conflict resolution on community issues ...... 6.5 Liability of boards and individual trustees...... 9.1 New board member orientation ...... 8.1

Election Campaigns Acceptable and unacceptable practices...... 23.7, 23.14 Campaign strategies ...... 23.9

Employing a library director ...... 11.1

Errors and Omissions Insurance...... 9.2 Liability of boards and individual trustees...... 9.1

Establishing a Public Library...... 3.2, 4.1

Ethics, Codes of Examples ...... 7.1 Role in defining protocols for interacting with staff...... 13.1

Evaluations Board of trustees...... 8.6, 8.7 Individual trustees ...... 8.8 Library Director...... 12.1, 12.4

Executive sessions, laws allowing...... 10.2

Fair use in copyright policy ...... 15.8

First Amendment (See Intellectual Freedom)

FOLUSA (Friends of Libraries U. S. A.)...... 21.3

Foundations for library fundraising ...... 22.1 Cooperative Community Foundations ...... 22.7 Freedom to Read Statement Freedom to Read Foundation...... 18.7 Importance ...... 18.1 Text of statement ...... 15.5

INDEX 29.5 Friends of the Library Advocacy roles ...... 21.2, 23.1 Association of Library Trustees and Advocates ...... 26.1 FOLUSA...... 21.3 Fundraising...... 21.2 Legal establishment of Friends...... 21.1 Relationship to board of trustees and library director...... 21.1, 21.4 Washington Library Friends and Trustees Association...... 21.2, 26.2

Funding (see also Budget) Cash flow ...... 17.11 Cooperative community foundations ...... 22.7 Expenditure categories ...... 17.10 Foundation fundraising...... 22.1 Friends of the Library fundraising ...... 21.2 Implicit Price Deflator (IPD) ...... 17.4 Interim funding for a newly established library district ...... 4.2 Leasehold Excise Tax ...... 17.10 Library capital facility areas ...... 24.7 Limitations ...... 17.3 Levy setting ...... 17.6, 24.8 Municipal library relationship to city budget cycle and requirements...... 17.12 Municipal Research and Services Center information resource...... 17.15 Property tax and assessments ...... 17.3, 17.5 Prorationing ...... 17.3 Revenue sources ...... 17.1, 17.10 Timber tax ...... 17.10

Gift books (See collection development)...... 19.1

Glossary...... 27.1

Goals, planning definition...... 16.9

Grants Federal Library Services and Technology Act (LSTA) ...... 25.1 Foundations...... 22.1

Haley, Anne (Governing and Advisory Board Relationships) ...... 2.6 (Suggested Expectations of Board Roles)...... 3.5

Hammer, Sharon (Handling Conflict Resolution in the Community)...... 6.5

Hearings, and adopting budgets or tax levies ...... 17.6

Hiring library director...... 11.1

Implicit Price Deflator (IPD) ...... 17.4

Initiatives and Referenda, impact on funding ...... 17.3

Inputs, planning definitions ...... 16.10

INDEX 29.6 Insurance for board members (See Errors and Omissions)...... 9.2

Intellectual Freedom ...... 18.1 Collection Development Policy...... 19.1 Complaints, handling of...... 6.5, 18.4, 18.5, 19.4 First amendment...... 18.1 Freedom to Read Foundation...... 18.7 Intellectual Freedom Handbook...... 18.5 Laws of Washington ...... 18.2, 18.6 Library Bill of Rights ...... 15.3, 18.2 Mission statement, importance of...... 18.2 Websites relating to Intellectual Freedom ...... 18.7

Institute of Museum and Library Services ...... 25.2

Intercounty Rural Library District, definition of...... 3.1

Internet Policy...... 15.10 Children and the Internet ...... 15.11 Copyright and the Internet ...... 15.12 Resolution on use of Filtering Software...... 15.15

Interviewing process for library director position ...... 11.1

Island Library district, definition of ...... 3.1

Jefferson County Rural Library District Code of Ethics...... 7.5

Job descriptions Board chair...... 5.6 Board secretary...... 5.8 Board treasurer ...... 5.8 Board vice-chair ...... 5.6 Library director, ...... 5.9, 11.2, 16.4 Trustee Emeritus ...... 5.11

Laws Revised Code of Washington ...... 3.11, 28.1 Washington Administrative Code...... 3.10 U. S. Constitution and copyright ...... 15.21 U. S. Laws that impact libraries ...... 3.6

Leasehold Excise tax (See Funding)

Liability of boards and individual trustees...... 9.1 Library Bill of Rights Bill of Rights Statement...... 15.3 Bill of Rights Statement in collection development policy...... 19.1 Interpretations ...... 15.3 Other guidelines, resolutions, policies relating to Bill of rights ...... 15.4

INDEX 29.7 Library Capital Facility Areas (LCFAS)...... 24.7

Library foundations...... 22.1

Library Services and Technology Act (LSTA) ...... 25.1, 25.2

Lobbying Advocating with government officials ...... 23.1 Public Disclosure Commission rules and regulations ...... 23.7, 23.14

Long-range planning, definition ...... 16.9

Map of Washington Public Libraries ...... 30.1

McHenry, Gordon (One Library’s Experience: The Seattle Public Library Bond Issue)...... 24.5

Marketing...... 20.1

Media relations ...... 20.1, 20.4, 23.5

Meetings, Board Adding new business to agenda...... 6.2 Experience of other boards when handling public controversy ...... 6.7 Meetings must adhere to open public meetings law ...... 10.1 Records of library and board must meet public records law...... 10.5 Role of library director...... 6.3 Trustee conflict of interest...... 6.3 Typical meeting agenda...... 6.1

Miller, Ellen G. (Advocacy ABCs for Trustees) ...... 23.3

Mission Statement Basis for policy making ...... 14.2 Planning definition...... 16.8 Role in intellectual freedom ...... 18.2

Morgan, Candace (Intellectual Freedom and American Public Libraries) ...... 18.1

Moore, Mary Y. (How Well are we Doing as a Board, Where Should We Concentrate?) ...... 8.6

Municipal libraries (See Cities and towns)

Municipal Research and Services Center ...... 3.10, 17.15, 26.2

Open Public Meetings Act...... 10.1

Optional Municipal Code Cities...... 3.2, 3.5

Organizational Patterns of Public Libraries ...... 3.1

Orientation for new board members...... 8.1

INDEX 29.8 Outcome indicators, planning definition...... 16.10

Outcome target, planning definition...... 16.10

Outcome, planning definitions ...... 16.10, 16.11

Output Measures, planning definitions ...... 16.10

Parker, Victoria (Cooperative Community Foundations)...... 22.7

Parks, Lethene (For Governing Boards-The Sometimes Subtle Differences Between Policies and Operations)...... 2.1

Partial-County Rural Library District, definition of...... 3.1

Patton, Nancy (Library Foundations)...... 22.1

PERC (See Washington Public Employment Relations Commission)

Performance measures, planning definition ...... 16.9

Personnel ...... 2.3 Personnel topics that can be considered in executive session ...... 10.2

Planning ...... 16.1 Annual work plans...... 2.8, 12.1, 16.9 New library district...... 4.1 Planning process ...... 16.1 Public relations plan ...... 20.3 Washington’s 2002-2007 Statewide Plan, Designing Our Future...... 31.1

Police requests to view circulation records ...... 10.5

Policy Making...... 2.1, 14.1 Copyright policy...... 15.8 Intellectual Freedom Policy...... 15.2 Internet Policy...... 15.10 Recommended policies ...... 15.1

Political campaigns (See Public Disclosure Commission)

Property taxes (See Funding)

Prorationing ...... 17.3

Public Disclosure Commission (PDC) Election campaign strategies...... 23.9 Using public resources for political activities – activities prohibited...... 23.7 Using public resources for political activities - acceptable conduct...... 23.8 Public Disclosure Law Re: Use of public facilities in Campaigns ...... 23.14

Public Domain, copyright ...... 15.8

INDEX 29.9 Public Libraries Establishing a public library ...... 3.2, 4.1 Intercounty Rural Library Districts ...... 3.1, 3.2 Island Library Districts ...... 3.1, 3.2 Map of public libraries ...... 30.1 Municipal Libraries, Unaffiliated...... 3.1, 3.2 Municipal Libraries, Affiliated by Contract ...... 3.2 Municipal Libraries, Annexed to Library Districts ...... 3.2, 4.5 Partial County Rural Library District ...... 3.1, 3.2 Regional Libraries ...... 3.1, 3.2 Rural County Library Districts...... 3.1, 3.2 Trustees, appointment and term of office...... 3.3 Public meetings, laws relating to ...... 10.1 Public records of board and library, Laws relating to public requests to review...... 10.5 Policies handbook available to public ...... 14.3 Public Relations ...... 2.5, 20.1 Records (See Public records) Regional Library, definition of ...... 3.1 Requests by public for library records ...... 10.5 Revenue (See Funding) Revised Code of Washington (RCW)...... 28.1 Richendrfer, Dolly (Community and Media Relations) ...... 20.1 Rogge, Patience (Building an Effective Board through Recruiting and Interviewing) ...... 5.1 (One Library’s Approach: The Trustee Emeritus)...... 5.10 Rural County Library District, definition of ...... 3.1 Shinners, Martha (Guiding Library Building Projects)...... 24.1 Short range planning, definition ...... 16.9 Special meetings of board ...... 10.4 Statistics, annual publication...... 25.6 Strategic planning, definition...... 16.8 Talking Books (See Washington Talking Book and Braille Library) Targets, planning definition...... 16.10 Tax Anticipation Notes (TAN) ...... 17.11 Taxes Annexation of city to library district...... 4.5 Levies, setting of ...... 17.2, 17.6, 17.7

INDEX 29.10 Terms of Office ...... 3.3 Thorsen, Jeanne (Library Foundations) ...... 22.1 Timber tax (See Budget) Training (See Continuing education) Trustees (See Board of Trustees) Uhl, Catharine G. (Municipal Library Budgeting)...... 17.12 Unions Impact on municipal library budgets ...... 17.13 Open public meetings law and labor negotiations...... 13.5 Public Employment Relations Commission...... 13.3 Right to organize and bargain...... 13.2 Role of trustees in negotiations ...... 13.5, 13.6 United Way of America, Measuring Program Outcomes ...... 16.9 Vision statement, planning definition ...... 16.8 Volunteers ...... 21.6 Washington Library Association (WLA) ...... 26.2 Friends Week ...... 21.3 Intellectual Freedom Statement...... 18.2 Intellectual Freedom Handbook...... 18.5 Washington Library Friends and Trustees Association (WLFTA)...... 26.2 Code of Ethics...... 7.3 Friends Week...... 21.3 Interest Group of Washington Library Association...... 21.2 A health quiz for trustee associations...... 23.6 Washington State Public Employment Relations Commission (PERC)...... 13.3, 13.6 Washington Talking Book and Braille Library...... 19.5 Washington State Library...... 25.1 Washington State Library Commission ...... 25.1 Washington’s Statewide Plan 2002-2007...... 25.5 Weeding library collections and discarding items ...... 19.4 Wetzel, Frank (Pssst! Here are a Few Tips for Dealing With Reporters)...... 20.4 Wirt, Michael, J. (Library District Budgeting) ...... 17.2 Workshop in Library Leadership (WILL) ...... 8.6

INDEX 29.11