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Creating Policy and Procedure Manuals for Merging Libraries John Ash, UNG-G Cynthia Horne, UNG-D

Unifying Manuals: . Creating Policy and Procedure Manuals for Merging Libraries John Ash, UNG-G Cynthia Horne, UNG-D. Unifying Manuals: . Introduction Who…we are What…we did Why…we did it Assessing how…we did it The Manuals The easy stuff The difficult stuff Lessons learned.

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Creating Policy and Procedure Manuals for Merging Libraries John Ash, UNG-G Cynthia Horne, UNG-D

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  1. Unifying Manuals: Creating Policy and Procedure Manuals for Merging Libraries John Ash, UNG-G Cynthia Horne, UNG-D

  2. Unifying Manuals: Introduction Who…we are What…we did Why…we did it Assessing how…we did it The Manuals The easy stuff The difficult stuff Lessons learned

  3. Who we are

  4. What we did (& are doing) What is our (departmental) mission and how do we fit in the Division of Libraries? Why do we do what we do? What do we do? How do we do it? Policy versus Procedure *Policy is public, procedure is not *Policy is division-wide, procedure is site-specific

  5. Why we do (did) it Serves as one of the division’s foundation documents. Consistency across campuses, for all students. SACS accreditation. We like headaches.

  6. Assessing how we did Summer 2012 Using the Identity statements created for the combine Division of Libraries Access Services: Assessed policies from both manuals for the best fit into new identity. If no good fit, how can we adjust to make it work? Where can we be lenient, in favor of the patron? Where can we not?

  7. Assessing how we did Winter 2013 Recognizing we are trying to meet diverse needs: Assess the new documents policies and language. Have we covered all of the services we offer to our patron base? Do the policies allow for the customizing of procedure?

  8. The Manuals( we can’t show it to you because it hasn’t been approved yet) The Easy Stuff: Separating policy and procedure. Streamlining loan periods. The Hard Stuff: Agreeing on the nouns. Streamlining loan periods. Recognizing that not all student populations are the same. Establishing the boundaries on Access Services within the library.

  9. Lesson Learned Decisions on what was important were based on what was important in our customer service schema. Policies define our culture/atmosphere. Policy can accommodate diversity. Choose your battles. Collaboration improves communication. Communication is key to achieving the (seemingly) impossible. Walk away from often. Eyes and brains blur: “During rounds: Pick up any books lying around, loitering, being malcontents Except in Philosophy, that is purposeful”

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