Getting started in your school library — an operations checklist
Our library operations checklist offers suggestions to support new librarians and school library staff. Use this list to identify and gather key information for the day-to-day management of your library.
When you start working in a school library
You'll need to get familiar with new procedures when you start out as a new school librarian or library staff member, and you'll need to get access to important information and contact details quickly.
Begin by checking if there's a manual for the policy and procedures in the library. This could be in print, online or both. If there isn't, you can use this checklist to identify and gather the information you need. If there is a manual, this checklist will help you make sure it's up to date.
This checklist isn't comprehensive. Think of it as a starting point — add items that relate to your school.
School librarians and library staff around New Zealand gave us suggestions for this checklist. We hope you find it useful and warmly acknowledge their valuable input.
The library guiding documents section below gives more information about developing your library policies and procedures.
Library operations checklist
Essential contact information
Gather all the contact details you need for the library, including cellphone numbers and email addresses wherever possible.
School and library contacts
Internal contacts include:
library team members, such as the Teacher with Library Responsibility (TLR), library volunteers and student librarians
school staff, including the caretaker and cleaners
your school's coordinator for the National Library Lending Service — this may be part of your role
your school administrator or the executive officer who looks after budgets, invoicing and other financial matters and procedures
school first aiders
your Health and Safety Officer or whoever is responsible for emergency evacuation or lock-down procedures.
External contacts
Contacts outside your school include:
people or groups who use the library after hours, such as homework or book clubs
National Library Services to Schools for:
school library support
Services to Schools facilitator
the courier you use for National Library Services to Schools loans
suppliers you regularly use — the section on suppliers has more information about what other information to gather
technical support people or organisations for your library's:
computers
Integrated Library System (ILS) — including the vendor, helpdesk and local support group
network and email
photocopier.
Library usage and layout
Library usage
Information about how you use your library could include:
the opening and closing hours
what needs to be turned on and off each day, including the alarm system
procedures for issuing, returning and reserving library items and teacher resources, including holiday borrowing
loan limits — how many items students may borrow and for how long
how you manage overdue, lost or damaged items
a template for timetabled library bookings — this could be print or electronic
an information sheet for relievers working in the school.
The layout of your library
Confirm and document:
how your collection is organised and shelved
a floor plan of library, with each section labelled.
Logins, passwords and online systems
You may need to work with your technician or Integrated Library System (ILS) vendor to gather this information.
Logins and passwords
Make a note of:
the library computer login, including information about local file storage, printing and email access
logins for your library's web page, the school website, Intranet, Blog, Wiki and other content curation tools — also include information about who has access and who contributes to these
how to log on to your photocopier, wifi and other in–school networks
logins for online resources, for example eBook platform, EPIC databases at the National Library, Journal Surf and any other password-protected resources
the code for deactivating the library alarm, especially if it's separate from the school alarm
the logins for any online booking or survey tool and when you last used them
the online cataloguing services, such as Record Manager and the Schools Catalogue Information Service (SCIS), that you use, including their email, logins and subscription details.
Cataloguing service for schools — includes how to use Record Manager
Schools Catalogue Information Service (SCIS)
Your Integrated Library System
You'll need information about your ILS, including:
the login
how you access issuing and returns, and administration and cataloguing
what the different levels of access are, what they allow and who has access
the ILS report and update settings, including:
the email address that reports are exported to
internet provider, and
Internet Protocol (IP) addresses
how the the connection between your ILS and Student Management System (SMS) works so you can import and delete borrower files.
Integrated Library System (ILS)
As well as contact and logon details for your ILS, make a note of:
the name of system, and what version you’re running
the annual service fee and upgrade schedule
the URL for system manual or user guide and help videos.
Also gather information about how you:
import and delete names of borrowers via your Student Management System (SMS)
import and delete catalogue records — there's also information about this under Resource cycle
run recall notices, overdues and replacement cost letters, including the dates that you do these
make back-ups, including who does these, how often they happen and who tests ‘restore from back-up’.
Resource cycle
Document the detailed steps for how you handle resources. Include visual examples wherever possible.
Selecting and receiving items
Keep information about how you:
select resources, for example lists of suppliers and book review sites, and how you handle student and staff recommendation forms
receive items — include how they're delivered, invoiced and stamped with school stamp, for example where in a book it goes.
Cataloguing resources
Document your cataloguing processes, including how you:
import catalogue records — depending on your ILS you can get instructions from your vendor or instructions from National Library when you register for Record Manager
amend catalogue record fields — include preferred format and media types, collection locations and classification, details of the purchase and replacement cost
process catalogue items — note your suppliers, materials used and examples of where you put the spine label and barcode.
Managing library resources
Describe how you:
mend items — include the minimum standards needed before you replace or weed an item
weed or withdraw items — note who, how, what and when you do this
do a stocktake — include recommendations from your ILS and school financial officer.
Suppliers you use regularly
Keep information about suppliers your library uses, including:
booksellers
eBook platform suppliers and administrators
magazine distributors, and
businesses that supply:
stationery and library consumables, including barcodes, covering materials and labels
signage
library shelving and furniture
ICT equipment.
As well as their contact details, you could note information such as:
titles and publishers the supplier carries
costs or discounts for both print and digital resources
what specific consumables they supply
special services they offer, for example bilingual signs.
Professional support
List all the places you go for professional help and support, including:
National Library Services to Schools — the website, helpline and services to schools facilitator
your local school library network coordinator
School Library Association of New Zealand Aotearoa (SLANZA) — include your membership details, their website and Schoollib listserv
the children’s or young adult librarian at your local public library
Library and Information Association of New Zealand Aotearoa (LIANZA) — include details of your membership and professional registration (RLIANZA) and their website
the New Zeland Educational Institute (NZEI) field officer for your area.
Calendar of tasks, activities and events
Set up an online calendar of regular and one–off tasks and events that occur throughout the year. You could:
note where you’ve stored the instructions for managing these
put lead–in times in the calendar if they're needed.
Put dates in your calendar for tasks and activities such as:
the opening and closing dates for the library, including your Summer Reading programme and when the library will be open for that
orientation for new staff and groups of students
selection of student librarians and their training, scheduling, tasks, responsibilities and rewards
the regular stages of your resource cycle — cataloguing, processing, mending, weeding and stocktaking
when you run recall notices, overdues and replacement cost letters
deadlines for library news items in school newsletters, on the intranet or in your school's daily notices
when you update the library web pages on the intranet or write blogs — note who contributes
request and return dates for National Library Services to Schools loans
when reports need to be delivered, including your annual report and budget
when you do performance appraisal and performance planning.
Don't forget to gather dates for:
regular school activities, such as teacher-only days, and
one-off events, like Book Week, book fairs and Kids Lit Quiz.
Library guiding documents
Keep on file and up-to-date all library guiding documents, library-related policies and plans.
These could include:
library guiding documents
job descriptions for all members of the library team
annual budget — to inform and guide spending
your collection management plan — to inform and guide management of the collection
how-to procedures listed throughout this checklist
school community profile — to identify the characteristics of your students, teachers and local community
your school’s charter and annual plan
bring your own device (BYOD) policies and procedures
digital citizenship agreement
citation protocol used throughout your school, for example APA.
Find out more
Mrs. ReaderPants: New School Librarian? 10 things you should do first – blogger and experienced librarian Leigh Collazo offers advice to new school librarians.
