As the MBLC prepares a revised and updated Trustee Handbook we invite you to use this 2012 transitional draft to replace your 2000 handbook. In this draft selected information has been updated such as addresses, phone numbers and web addresses in addition to agency name changes and changes to Massachusetts law pertaining to libraries. Download a pdf version or email April Mazza using the link below for a copy to be sent to your library.

We welcome your feedback as we revise the Trustee Handbook. Please contact April Mazza, Trustee/Friends Information Specialist, with your comments.



A publication of the Commonwealth of Massachusetts Board of Library Commissioners

Massachusetts Board of Library Commissioners Public Library Advisory Unit
Edited by Elizabeth Marcus Wolfe
and the Trustee Handbook Revision Committee

Mary Lou Branchaud, Trustee, Blackstone
Sylvia G. Buck, Director, Warren
Janice Charbonneau,Branch Librarian, Worcester
Robert J. Frishman, Trustee, Lawrence
Joseph S. Hopkins, Commissioner, Amherst
Karen Klopfer, Regional Librarian, WMRLS
Marilyn Munn, Trustee, Sunderland
Ellen Rauch, Director, Carlisle
Irving H. Zangwill, Massachusetts Library Trustees Association, Fall River

Massachusetts Board of Library Commissioners (as of July 1, 2000)
Elia D. Marnik,Chair
Edward L. Bertorelli, Vice Chairman
John Arnold, Secretary
Deborah Hill Bornheimer
Walter L. Cameron, Jr.
Robert D. Hall, Jr.
John E. Henderson
Joseph S. Hopkins

Keith Michael Fiels, Director 

Public Library Advisory Unit
Maureen J. Killoran, Head of Public Library Advisory Unit/Government Liaison
Brian Donoghue, Librarian/Research Services
Elizabeth Marcus Wolfe, Public Library Trustee/Friends Liaison
Sharon Zitser, Administrative Assistant
Copyright October 2000. Published by the Massachusetts Board of Library Commissioners, Boston, MA

Preparation of this handbook was supported in part by the U.S. Institute of Museum and Library Services. However, the opinions expressed herein do not necessarily reflect the position or policy of that agency, and no official endorsement by the agency should be inferred.

Acknowledgments

The Massachusetts Public Library Trustees Handbook, published in October 2000, is made possible by the efforts, support, and information provided by many committed trustees and librarians. Special thanks and appreciation are extended to:
The Commissioners, Director, and staff of the Massachusetts Board of Library CommissionersPast members of the Trustee Handbook Revision Committee, including Commissioners Robert Hall and Lori StalteriWriters and editors of the Masssachusetts Library Trustees Handbook, revised October 1988, with special thanks to Marcia ShannonThe writers and editors of other states' trustee manuals, many of whose ideas were adapted for the Massachusetts handbook, including California, Idaho, and Virginia, and the American Library Association.

Direct inquiries concerning the Handbook to:
Public Library Advisory Unit
Massachusetts Board of Library Commissioners
98 North Beacon St., Suite 401
Boston, MA 02144
(617)725-1860
(800)952-7403 ( in state )

Table of Contents

Massachusetts Board of Library Commissioners - Commissioners' Message
Massachusetts Library Trustees Association
Massachusetts Board of Library Commissioners - Preface
Trustee Handbook Revision Committee
1. Becoming a Trustee
The Public Library Board of Trustees
Position Description for Public Library Trustees
Selection and Appointment
Types of Boards
Terms of Membership
Orientation of New Trustees
Code of Ethics
Duties and Responsibilities
Who Does What?
2. Board Organization
Bylaws
Types of Library Boards in Massachusetts
Duties of Officers
Effective Board Meetings
Sample Agenda
Sample Minutes
Open Meeting Law
Parliamentary Know-How
Board Committees
Evaluation: Keeping on Eye on Progress
Individual TrusteeReport Card
3. Legal Responsibilities
Trustees and the Law
Massachusetts General Laws Chapter 78
Town and City Charters/Home Rule Petitions
Increase Your Credibility
Liability
Massachusetts Laws Pertaining to Libraries
4. Policy Making
What is Policy?
Library Policy Manual
Policy Development
Intellectual Freedom
Challenged Materials: Dealing with Concerns about Library Resources
Sample Form
5. Planning
Envisioning the Future
Benefits of Written Plans
MBLC Requirements for Long Range Plans
Components of Long Range Plans
Tools for Planning
Technology Planning
Disaster Planning
Library Facilities Planning
Sample Board Calendar
6. Library Personnel
Hiring a Library Director
Employment Law
The Job Description
Searching for a New Director
Interviewing and Selection
Orienting the New Director
Evaluating the Director
Removal of a Library Director
Trustee and Staff Relations
Legal Rights of Employees to Organize and Bargain Collectively
7. Budgeting and Financial Management
Fiscal Responsibilities of Trustees
Budget Preparation
Presenting the Budget
Budget Implementation
Sources of Library Funding
State Aid to Public Libraries
Federal Funds
Audits
Sample Line Item Budget
8. Fundraising
Supplemental Public Library Funding: MBLC Policy Statement
Public Library Trust Funds: MBLC Policy Statement
Establishing a Public Trust or Foundation
Selected Fundraising Terms
Donors
Friends of Libraries
Fundraising Committee Responsibilities
Hiring a Fundraising Consultant
Bond Issues and Overrides
Nonprofit Incorporation
9. Advocacy
Trustees and the Political Process
Speak Up: You Can Make a Difference!
Public Relations
Working with Local News media
Public and School Library Cooperation
10. Friends and Volunteers
Friends of the Library
Why Organize Friends?
Trustees Work With Friends
Library Staff and Friends
A Word About Volunteers
11. Technology
12. Construction and Renovation
Building a New Library
The Building Committee
Library Building Program Statement
Feasibility Study
Your Library Construction Project: A Checklist for Success
13. Massachusetts Public Library Service
History
Massachusetts Board of Library Commisioners
Regional Library Systems
Library of Last Recourse
State Library of Massachusetts
Library Services to the Blind and Physically Handicapped
Automated Resource Sharing Networks
14. Continuing Education/Library Associations
Keeping Up to Date
Massachusetts Library Trustees Association
Massachusetts Library Association
Massachusetts Friends of Libraries
New England Library Association
American Library Association/ALTA/FOLUSA
Do-It-Yourself Workshops
Continuing Education Policy
Getting Help
Glossary of Terms
Bibliography

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Page last updated on 06/20/2012