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Texas State Library Home Page Resources for Librarians

Texas Public Library Annual Report Frequently Asked Questions (FAQs)

General | Section One | Section Two | Section Three | Section Four | Section Five | Section Six | Section Seven | Section Nine | Section Ten | Section Eleven

General

  1. Why do I need to fill out an annual report?
  2. Why are the same questions asked every year?
  3. What happens with all the information that is submitted?
  4. Does this mean that anyone in the country can look at my statistics?
  5. Bibliostat will not let me in with my login and password. What is wrong?
  6. Why are there so many subtotals on the report?
  7. Why do I get so many of these “edit checks” on my report?
  8. When I try to print out my survey the text gets chopped off. What’s wrong?
  9. How do I know what my population assignment is going to be?
  10. Why is my population served assignment so large when my community and library are so small?
  11. How do I fill out my report when my fiscal year has changed?

Section One

  1. What do I need to enter as the library name?
  2. Why are a mailing address and a street address required?
  3. What does listed number Yes or No mean?
  4. My library has multiple phone lines and fax machines. Which phone and fax number should I report?
  5. What does “administrative” e-mail mean?
  6. What does “library’s” e-mail mean?
  7. What does Web Address mean?
  8. Is Director the same as Head Librarian?
  9. What is a Contact Person?
  10. Do I report the Board Chair for the past fiscal year or the newly elected person?
  11. Do I report the Friends President for the past fiscal year or the newly elected person?

Section Two

  1. Does the number of branches or bookmobiles mean the ones that are currently open?
  2. Would having the parking lot repaved or replacing the air conditioning system be considered renovation, expansion, or new construction?
  3. How do I determine the square footage of my library?

Section Three

Salaries and Benefits

  1. What should be included in salary and wages?
  2. What sort of things should be included in Employee Benefits?
  3. Do you include matching funds for Social Security?
  4. Where do I put the Loan Star Libraries grant funds that I have used for Salaries and Benefits?

Collection

  1. What do I report as collection expenditures?
  2. Can I report donated items as collection expenditures?
  3. What is meant by expenditures for library materials in electronic format?
  4. What goes in other materials?
  5. Do we count CD-ROM’s as audiovisual materials?

Miscellaneous

  1. Where would I report funds for replacing carpet?
  2. Where does the TexShare Database fee go?
  3. What kinds of things get reported as miscellaneous?
  4. What are indirect costs?
  5. Why are indirect costs considered optional?
  6. What is capital outlay?

Section Four

  1. Section 4 seems repetitive. Aren’t the answers already provided in the expenditures in Section 3?
  2. What are considered local sources?
  3. How do I clarify between local funds and private donations in item #4.1?
  4. All my funding comes from my city. Why do I have to report how much was from local government sources?
  5. May I include private funds in #4.3?

Section Five

  1. Do funds you get from your city go in Operating Income, #5.1?
  2. If a non-profit receives funds from the city, does that go under #5.1?
  3. I’m from a county library. Where do I put income from fines and fees?
  4. What about my Loan Star Library grant? Wouldn’t that be considered government funds?
  5. If my city considers the Loan Star Libraries grant as capital income is that how I should report it?
  6. Isn’t the money I receive from my system federal money?
  7. Where do I put E-Rate funds?
  8. Where do donations go?
  9. The library received $15,000 from our Friends group and the county is matching those funds. Do I report $30,000 as county funds?
  10. What if we have pass through funds?

Section Six

  1. Why do I have to report my collection by titles and number of items?
  2. If my library belongs to a consortium that shares resources, may I count all the resources in the consortium for my library holdings?
  3. How do I count magazines?
  4. We have 300 serial titles. Do we add that to our collection?
  5. How do you count children's books, tapes, and kits?
  6. Do I count items that I have leased for my library?
  7. What about collections that are available to my patrons electronically?
  8. How do I report databases?
  9. Can I count donated subscriptions?

Section Seven

  1. Does Reference Transaction mean the number of reference questions asked or reference materials used?
  2. Are children's reference questions included as well?
  3. What is a circulation transaction?
  4. Do we count circulation for TexShare Database use? Or other database use?
  5. Do I count the Reading Club Program as a part of the total number of library programs?
  6. Would “Total attendance at programs and presentations by the library” include all the participants in the Reading Club program?
  7. What is the difference between the “Total attendance at programs and presentations…” and the “Total number of Children’s programs”?
  8. What would go in “Total attendance at Children’s programs”?
  9. What is considered a library visit?
  10. How many registered borrowers do you have?

Section Eight

  1. I work the entire time the library is open. Why am I not considered full-time?
  2. I am the director of the library and I work 40 hours per week. I have two part-time employees and one of them has an MLS (master’s degree in library science). How do I show that on the report?
  3. How do I count an employee that only works in the summer?
  4. Where do we include retirees that volunteer to work for the library and college students that work?
  5. What do we do about contractual salaries? We hired a puppeteer for our Reading Club program.
  6. The Head Librarian’s position has been vacant for most of the year. What should I report for the director’s salary?

Section Nine

  1. What is Interlibrary Loan (ILL)?

Section Ten

  1. What is a dumb terminal?
  2. What does #10.4 mean? How many patrons used electronic resources during the year?

Section Eleven

  1. We have a drive through service open before our main library building opens. Does that count as service hours?
  2. What do I do if there are strange pre-filled numbers for my library’s hours open?
  3. What does unduplicated hours mean?

General

Why do I need to fill out an annual report?

The report is used to determine where your library stands in terms of accreditation standards and to identify the library’s existence. In addition the information is reported to Federal State Cooperative System for Public Library Data (FSCS). Texas participates in this survey which is conducted by the National Center of Education Statistics (NCES), of the U.S. Department of Education. NCES is authorized to collect these data in compliance with its mission to collect, analyze, and disseminate statistics and other information related to education in the United States…(P.L. 103-382, Title IV, National Education Statistics Act of 1994. Sec 404 [a]).

The data becomes available on the NCES website for public libraries at http://nces.ed.gov/surveys/libraries. The data is accessible through two Web tools on this site: (1) the Public Library Peer Comparison Tool, which allows the user to review data for one or more libraries designated as peers, and (2) the Public Library Locator Tool, which allows the user to review data for any public library in the nation based on search criteria supplied by the user.

Why are the same questions asked every year?

So that trends can be identified by doing comparisons on various years of data. The survey stays basically the same every year; however sometimes there are changes. Changes are noted each year in the Annual Report Instructions.

What happens with all the information that is submitted?

It is posted on the State Library’s website for anyone interested in public library statistics or directory information for public libraries in the state. In addition the information is reported to Federal State Cooperative System for Public Library Data (FSCS).

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Does this mean that anyone in the country can look at my statistics?

Yes. That is why it is so important for you to give the best data available on your report. Legislators look at this information to decide the need for funding libraries. Other librarians may look at the data to compare with their own library.

Bibliostat will not let me in with my login and password. What is wrong?

This may be a technical issue. Did you try holding down the control key when you clicked the Login button? Call Jackie Campanello at Informata.com to get assistance. The 800 number to reach Jackie is 866-785-9935.

Why are there so many subtotals on the report?

Subtotals are needed in order to meet reporting requirements at both the state and federal levels. This allows us to calculate formulas as well as report more detailed budget information.

Subtotals can be obtained by clicking the Update button at the bottom of the screen. This will automatically total what you have entered in the data elements.

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Why do I get so many of these “edit checks” on my report?

Edit checks (annotations) are also connected to the FSCS report. When collecting the data, an internal program checks what was reported in the prior year and compares it to what was reported during the current reporting period. If the amount falls outside of an “acceptable” range (this is a percentage that is either high or low of what was reported in the prior year), it wants to know why.

In most cases there is an obvious reason for the variance. It could be something as simple as, “grant funds were used to purchase new software.” The edit check is not implying that the data reported is incorrect; it just wants to know why it is so much different from what it was in the prior year. The explanation goes in the “federal” note on the report.

The notes are to the right of each cell. There is a tiny flag for you to use in case you want to remember to come back to a question. Just to the right of the flag is a tiny box. When clicking on the box a yellow “note tag” appears. Across the top of the tag are the words: local; state; and federal. The note automatically opens to federal. This is where most of the annotations are requested.

If the annotation is needed in a state note it will say that in the explanation. The local note is for you to include any notes that you might want to keep for yourself.

When I try to print out my survey the text gets chopped off. What’s wrong?

Do a "Save As" from the File menu and save your report to your own directory. You will then be able to adjust the print settings to your liking.

How do I know what my population assignment is going to be?

Population assignments are based on the Rules for Administering the Library Systems Act, Rule §1.71. The key to population assignments is the source of governmental income. The State Library uses the most current U.S. Census data available that is broken down into incorporated places. It appears that the Census will now have these estimates on an annual basis. The best advice is to keep track of the growth in your area. You will know the changes before the Census ever does.

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Why is my population served assignment so large when my community and library are so small?

Depending on the source of income from your library, the population is assigned to reflect all the population connected to that funding. Generally, when population assignments seem too large it is because the county has provided support to the library. Any library that accepts county funding is charged with serving anyone in that county even if the library isn’t assigned the entire county’s population. Multiple libraries in a county receiving county funding will mean that the rural population of the county will be divided between the libraries.

How do I fill out my report when my fiscal year has changed?

Report the most recent twelve months of activity. This may mean that you will re-report some of your data or there will be months that don’t get reported at all, but it is important to get your reporting period correct. In either case, only one year of data should be reported. It is highly recommended that your library’s fiscal year be the same as that of its funding source.

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Section One

What do I need to enter as the library name?

Report the legal name of your library as it appears on contracts or legal documents. This item appears regularly on edit checks when Texas is submitting statistics to FSCS because libraries are not consistent when using the name of the library.

For example: one year the library is the Clarke Public Library, the next it is the Clarke Memorial Library, then the Clarke Community Library, or the Clarke Memorial Area Library. Each time the name changes it produces an edit check wanting to know if this is an official name change. Please provide documentation of any official name change.

Why are a mailing address and a street address required?

For many libraries the information is the same, but some libraries still have post office boxes or receive mail somewhere other than where the library is located. A street address is needed for shipping purposes (most carriers will not deliver to post office boxes), or it is used for mapping purposes. More data is becoming available electronically to track census information by having a physical location.

The last four digits of the zip code (the zip extension) can identify which side of the street your library is on. If you are unsure about what the zip extension for your library is, go to http://zip4.usps.com/zip4/welcome.jsp. Many libraries have their very own specific zip extensions that are different than the other addresses on the same street. The correct extension will expedite your mail.

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What does listed number Yes or No mean?

Rule 1.83 states that a library must have a telephone with a listed number. This is just a check to insure the compliance with the rule. It is just a “yes” or “no” question.

Can your library’s number be obtained through directory assistance?

My library has multiple phone lines and fax machines. Which phone and fax number should I report?

Use the main numbers for your library. A number where someone will most often be able to reach the library and have general-purpose questions answered. Use the fax number that is used for conducting library business.

Use the most current line numbers available. Do not report numbers that are no longer in service even if they were the numbers being used during the local fiscal year being reported.

What does “administrative” e-mail mean?

This is an e-mail address where the director of the library can be reached.

Please do not use personal e-mail addresses. Reported information is public information.

What does “library’s” e-mail mean?

This is an e-mail address where a general question for the library can be asked.

What does Web Address mean?

Does your library have it’s own webpage? This is where the URL for your homepage should be entered. It must be a working site.

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Is Director the same as Head Librarian?

In many cases, the answer is Yes. This is dependent upon how your library is managed. TSLAC uses these terms interchangeably. The person in charge is the Head Librarian or Director. This is the person who must be certified as a county librarian if the library receives county funding.

What is a Contact Person?

On occasion the State Library must speak to the person who is most familiar with the data on the report. This would be the contact person for the report. In many cases it is the director of the library, but it might be another designated staff member that collects and reports the data.

Do I report the Board Chair for the past fiscal year or the newly elected person?

Report the most current information you have for this position. This data element is for mail that will be sent to the person in that position.

Do I report the Friends President for the past fiscal year or the newly elected person?

Report the most current information you have for this position. This data element is for mail that will be sent to the person in that position.

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Section Two

Does the number of branches or bookmobiles mean the ones that are currently open?

Other than directory information, this report should reflect the activity of the library during the local fiscal year that is being reported. If there were only ten branches open during the past year, but two will be opening in the near future, report only the ten that were open during the reporting period.

Let the State Library know of names, addresses, etc. for any facilities that open or close after the reporting period has ended by sending the information to our office at Library Development Division, PO Box 12927, Austin, TX 78711-2927 or ld@tsl.state.tx.us.

The most current information is updated weekly to the downloadable file available on the PLS (public library statistics) webpage that is available for anyone to use for mailing needs.

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Would having the parking lot repaved or replacing the air conditioning system be considered renovation, expansion, or new construction?

Renovation, expansion, or new construction would mean that the building itself would have structural changes. Repaving a parking lot or replacing an air conditioning system or a roof, or repairing damaged plumbing would not be considered renovation.

How do I determine the square footage of my library?

This is the area on all floors enclosed by the outer walls of the library. Include all areas occupied by the library, including those areas off-limits to the public. Include any areas shared with another agency or agencies if the library has use of that area.

For libraries with branches enter the square footage of the main library only in Section 2. Square footage for branches is requested on the branch information page in Section 12.

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Section Three

Hints

  • Do not report the same amount as in the previous year unless the amounts are exactly alike (to the dollar).
  • When rounding dollar amounts, it is to the closest dollar not ten.
  • It is highly unlikely that your library spent exactly $2,000 on materials.

Salaries and Benefits

What should be included in salary and wages?

This should include salary and wages for all library staff including plant operation, security, and maintenance staff for the fiscal year. Include salaries and wages before deductions but exclude employee benefits. If a staff member is paid by a source outside of the library’s budget, their salary should not be included (e.g., Green Thumb).

What sort of things should be included in Employee Benefits?

These are the benefits outside of salaries and wages paid and accruing to employees, regardless of whether the benefits or equivalent cash options are available to all employees. Include amounts for direct paid employee benefits including Social Security, retirement, medical insurance, life insurance, guaranteed disability income protection, unemployment compensation, workmen’s compensation, tuition, and housing benefits.

If it is not listed as a line item in your budget you will need to request the amount of Social Security being paid in your behalf by your employer. This item was identified by FSCS as something lacking in the report from Texas. Close attention will be paid to see that there is a response in this data element of your report.

Do you include matching funds for Social Security?

Yes. They would be included in #3.2 as Employee Benefits outside of salary and wages paid and accruing to employees including retirement, medical insurance, unemployment compensation, etc.

Where do I put the Loan Star Libraries funds that I have used for Salaries and Benefits?

This depends on how your local government (fiscal) entity has handled the grant funds. If they have included the grant funds as part of the salaries in their accounting then it would be included in item #3.1, but if the grant funds are recorded separately then the employee would be considered contract labor and would be reported in #3.8 as an Other Operating Expense.

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Collection

What do I report as collection expenditures?

This includes all expenditures for print materials, microforms, machine-readable materials, audiovisual materials, etc. purchased or leased for use by the public.

Can I report donated items as collection expenditures?

No. Donated items can be counted in the collection but unless you actually paid for the items from your operating budget, they would not be included in the expenditures.

If your Friends group would like to donate books to the library, they need to give you the funds to pay for the books out of the library’s budget for it to be reported as an expenditure.

Physical items are not budget expenditures.

What is meant by expenditures for library materials in electronic format?

Operating expenses for materials considered as part of the collection expenditures, whether purchased or leased, such as CD-ROMs, magnetic tapes, and magnetic discs that are designed to be processed by a computer or similar machine. Examples are U.S. Census data tapes, locally mounted databases, serials, and reference tools. Do not include operating expenditures for library system software and microcomputer software used only by the library staff or fees for TexShare databases.

What goes in other materials?

Report all expenditures for other materials, such as microform, audio, video, DVD, and materials in new formats. Do not include supplies here. They go in Other Expenditures (#3.8).

Do we count CD-ROM’s as audiovisual materials?

We use the term CD-ROM to mean a number of different products. If the CD-ROMs are used to access information rather than to watch or hear something they should be reported as electronic materials.

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Miscellaneous

Where would I count funds for replacing carpet?

This would depend on your library’s budget. If there are allowances for replacing furniture or doing repairs on an ongoing basis then replacing the carpet would go in #3.8; however, if your library experienced a natural disaster and had to get special funds allocated to cover the cost then it would be reported as “Capital Outlay” in #3.12.

Where does the TexShare database fee go?

TexShare fees would go in "Other operating expenses" (#3.8).

What kinds of things get reported as miscellaneous?

Any expenditure on the operation of the library that isn’t a staffing or collection expense would go in miscellaneous. This would include expenses such as utilities, postage, binding, supplies, repair or replacement of existing furnishings and equipment if they were a part of the library’s operating budget. Include all operating expenditures from the library’s budget associated with access to electronic materials and services. Include computer hardware and software used to support library operations, whether purchase or leased, mainframe and microcomputer. Include expenditures for maintenance. Include expenditures for equipment used to run information service products when that expenditure can be separated from the price of the product. Report expenditures for services provided by national, regional, and local bibliographic utilities, networks, consortia and commercial services. Report all fees and usage costs associated with such services as OCLC First Search or electronic document delivery.

Expenses for one-time only or extraordinary expenses should be reported as Capital Outlay.

What are indirect costs?

Indirect costs are expenses that have been paid on behalf of the library. Generally they are costs for a common or joint purpose benefiting more than the library, such as, maintenance, purchasing, accounting, or payroll services that are not a part of the library’s budget.

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Why are indirect costs considered optional?

They should only be included when a library has failed to meet the maintenance of effort requirement for system membership. It should be considered a cushion for tough financial times when a library’s operating budget is cut. When reported, the local government’s fiscal authority must also document it.

What is capital outlay?

This is a capital expenditure. Capital would mean that it is a one-time only or an extraordinary expense. Expenses for the acquisition of or additions to fixed assets such as building sites, new buildings and building additions, new equipment (including major computer installations), initial book stock, furnishings for new or expanded buildings, and new vehicles.

Note: Be sure to click the Update button at the bottom of the screen so that all of your subtotals will automatically calculate.

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Section Four

Note

  • Item 4.2 determines whether your library has met the maintenance of effort requirement (See Rule §1.74).

Section 4 seems repetitive. Aren’t the answers already provided in the expenditures in Section 3?

In many cases these amounts are the same as #3.7 (collection total) and #3.11 (total operating expenditures); however, in Section 4 we want the amount of #3.7 that came from local sources only. If you used your Loan Star Libraries grant award to buy materials it would have to be subtracted from the total in #3.7 for the amount to go in #4.1. The total in #4.1 cannot be greater than the total in #3.7.

The amount that goes in #4.2 would be how much of the total in #3.11 came from local sources. If there were no grants or funds that came from outside your county then #3.11 and #4.2 would be the same amount.

What are considered local sources?

Local sources would be any funding that comes from the city, library district, county, school district, or other local sources. This would NOT include Tocker or Loan Star Libraries grants. Fees, fines, or donations that come from within the county that are used for operating expenses would be included. It would not include endowments or memorials that would not be available to spend on the library on an ongoing basis.

How do I clarify between local funds and private donations in item #4.1?

There isn't a need to distinguish what types of local funds were spent on the collection. It is important that grant funds that might have been spent on the collection are not included. Any funds from outside of your county would be considered non-local and subtracked from the total in #3.7.

All my funding comes from my city. Why do I have to report how much was from local government sources?

Some libraries receive funding from multiple sources to operate their libraries. In this question we want to know how much of the total spent came from local government sources.

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May I include private funds in #4.3?

Private funds would not be included in #4.3. This is the difference between #4.2 and #4.3, the local private funds. Only funds from government sources would go in #4.3. Funds donated by the Friends of the Library group are not considered governmental funds, but would be considered local funds and would be included in #4.2.

Section Five - Income

Note

  • Do not double report income in Operating and in Capital. Report the amount based on how the funds were used or will be used.
  • Think of it as having to answer each question twice – once for Operating and again for Capital.

Do funds you get from your city go in Operating Income, #5.1?

It depends. Yes, if the money goes toward the operation of the library. However, if the city donates funds to the library for a capital expenditure, i.e., expansion, renovation, etc. it would be reported as capital income in #5.14.

If a non-profit receives funds from the city, does that go under #5.1?

Yes. As a non-profit corporation, it is crucial that government funds be reported in the category of their source. A “public” library must receive funding from a governmental source to meet the definition of a public library.

It is also important that there is a contract between the non-profit corporation and the governmental entity (city-#5.1, county-#5.2, or school district-#5.3) to provide library services to their constituents. A copy of the contract should be sent to the State Library each time it is renewed.

I’m from a county library. Where do I put income from fines and fees?

This depends on where the money from your fees and fines goes. If the money collected goes to the county and then is put into the library’s budget for operating expenditures then the money would be reported in #5.2. However, if the fees and fines stay at the library and you are able to spend this money as needed then the funds would be reported in #5.11.

What about my Loan Star Library grant? Wouldn’t that be considered government funds?

Yes. Loan Star Library grant funds are State government funds; however, they are not considered local. These funds should be reported as Loan Star Libraries grant award. Dependent upon how they are spent, the grant funds would be reported as Operating Income in #5.5 if they were used to supplement the operation of the library, such as, salaries, collection, etc. If the grant funds are used for a one-time only or extraordinary expense they should be reported in the Capital Income section of the report in item #5.17.

If my city considers the Loan Star Libraries grant as capital income is that how I should report it?

If the grant is used on operating expenses then it should be reported as operating income in #5.5. The plan of action for the grant will determine if the award should be reported as operating in #5.5 or as capital in #5.17.

Isn’t the money I receive from my system federal money?

It probably is, at least in part; however, system allocations should NOT be reported as part of your local library expenditure or income report. Your system reports these funds.

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Where do I put E-Rate funds?

E-Rate funds are a discount provided by the federal government for Internet connectivity. In many cases, the savings are simply passed on to your local governmental entity and the library doesn’t see the money. However, if your library receives the savings in the form of direct funding then it would be reported in #5.8 as Other Federal Funds.

Where do donations go?

Only donations that are available for the library to spend at its discretion are reported as income in either #5.11 as operating income or #5.21 as capital income. If the money goes to the governmental entity as general funds then they would not be reported as income to the library.

If the money were available for operating expenses then it would be reported in #5.11. If it is a memorial gift, it is probably a one-time donation that the library would not have on an ongoing basis to spend as needed. The income from a memorial would probably be a capital gift and be reported in #5.21.

The library received $15,000 from our Friends group and the county is matching those funds. Do I report $30,000 as county funds?

No. The funds from the Friends would be included in #5.11 or in #5.22, but the county matching funds would be reported in #5.2 or #5.15.

What if we have pass through funds?

Pass through funds are also known as indirect costs and should be left off of the report unless necessary to meet the maintenance of effort requirement. Or you might consider money collected for fees or fines pass through went the proceeds go back into the general fund and are not available for the library to spend.

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Section Six

Note

  • Uncataloged paperbacks are no longer being counted.
  • Think of it as having to answer each questions twice – as Titles and then again as Volumes, Items, or Physical Units.

Why do I have to report my collection by titles and number of items?

The items count is what determines whether your library meets the minimum criteria for materials per capita. The title count reflects how many titles are in the library collection.

If my library belongs to a consortium that shares resources, may I count all the resources in the consortium for my library holdings?

No. Sharing resources, or having access to another library’s resources, is a wonderful way to provide expanded service to your patrons. However, it is not the same as owning those materials and having management authority over them. In order to be counted as your library’s holding an item must be owned and managed by your library.

How do I count magazines?

A magazine is a serial; a publication issued in successive parts intended to be continued in print format. In counting magazines only volumes should be counted. Generally, a volume is a year’s worth of publications not each individual issue. If you have at least half of the issues in a publisher’s volume you can count it as a volume.

We have 300 serial titles. Do we add that to our collection?

Yes. Again, only the number of volumes for each would be counted in the Volumes, Items, or Physical Units count.

How do you count children's books, tapes, and kits?

If it is one bibliographic item (in a kit), then it should only be reported once and not separately as a book or as tapes. Whichever category is most applicable would be the place to report the item.

Do I count items that I have leased for my library?

Yes. If the items are part of your collection, even if it is for a temporary period, they should be counted in the items.

What about collections that are available to my patrons electronically?

E-books are digital documents (including those digitized by the library), licensed or not, where searchable text is prevalent, and which can be seen in analogy to a printed book (monograph). Include non-serial government documents. E-books are loaned to users on portable devices (e-book readers) or by transmitting the contents to the user’s personal computer for a limited time. Include e-books held locally and remote e-books for which permanent or temporary access rights have been acquired. Report the number of physical or electronic units, including duplicates, for all outlets. For smaller libraries, if volume data are not available, the number of titles may be counted use the same number in your volumes count. E-books packaged together as a unit (e.g., multiple titles on a single e-book reader) and checked out as a unit are counted as one unit. Report only items the library has selected as part of the collection and made accessible through the library’s Online Public Access Catalog (OPAC). Do not report the TexShare Databases as electronic books.

How do I report databases?

Report the number of licensed databases (including locally mounted or remote, full-text or not) for which temporary or permanent access rights have been acquired through payments by the library (local), or by formal agreement with the State Library (state) or a cooperative (other) agreement within the state or region. A database is a collection of electronically stored data or unit records (facts, bibliographic data, abstracts, texts) with a common user interface and software for the retrieval and manipulation of the data.

Libraries who were a TexShare member in 2008 should report 50 TexShare databases available to their patrons for State Library Licensed Databases (#6.12). If your library chose to purchase one or more TexSelect databases you would have up to an additional 55 options to report.

The data or records are usually collected with a particular intent and relate to a defined topic. A database may be issued on CD-ROM, diskette, or other direct access method, or as a computer file accessed via dial-up methods or via the Internet. Subscriptions to individual electronic serial titles are reported under Current Electronic Serial Subscriptions (#6.18). Each database is counted individually even if access to several databases is supported through the same vendor interface.

Report the number of database licenses (subscription or one-time purchases). Each licensed database is counted individually even if access to several licensed database products is supported through the same interface (e.g., ProQuest, OCLC First Search).

Can I count donated subscriptions?

Yes, if the subscription is in the name of the library. You would not count donated periodicals that don’t come directly from the publisher.

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Section Seven

Note

  • Do not round off your numbers. Do not report the same number as the previous year unless it is exactly the same.
  • Make sure your number of attendees is in line with the number of programs you have held.

Does Reference Transaction mean the number of reference questions asked or reference materials used?

It is an information contact in person, phone, fax, mail or email that involves the knowledge, use, recommendations, interpretation, or instruction in the use of one or more information sources by a member of the library staff. It includes information and referral services including print and non-print materials, databases including computer-assisted instruction, catalog and other holding records.

It is vital that directional questions are not included in the count. Directional transactions involve information that aids customers in using the library.

Are children's reference questions included as well?

Yes.

What is a circulation transaction?

This is the act of lending an item from the library’s collection. It would include renewals. How many materials were checked out.

Do we count circulation for TexShare Database use? Or other database use?

Only count it if it involves checking-out, either manually or electronically.

Do I count the Reading Club Program as a part of the total number of library programs?

Yes. Each Reading Club event would be considered as another program event. If the Reading Club meets three days a week for five weeks this would be considered as 15 programs. The word program is interchangeable with the word event in this case.

Would “Total attendance at programs and presentations by the library” include all the participants in the Reading Club program?

It would only include the number of times each participant attended an event at the library. It is not necessarily connected to the number of children who are participating in the Reading Club. This count should only include the number of people attending specific events held by the library.

What is the difference between the “Total attendance at programs and presentations…” and the “Total number of Children’s programs”?

The “Total number of Children’s programs” is a subset of #7.4 (Total number of library programs). This should be the number of events that were held for the benefit of children (defined as content targeted at persons age 14 and under). For example, a story hour offered once a week for 48 weeks a year, should be counted as 48 programs.

What would go in “Total attendance at Children’s programs”?

This is a subset of #7.5. It is the total annual count of attendance (both adults and children) at programs that have a portion or all of their content targeted at those 14 years of age or younger.

What is considered a library visit?

A library visit is a patron going through the door of the library. This does not mean an invited guest that gets a tour. It is also known as a gate count. How many people came into the library?

How many registered borrowers do you have?

A registered borrower is a library user who has applied for and received an identification number or card from the public library that has establish conditions under which the user may borrow library materials and gain access to other library resources.

Note: Files should be been purged within the past three years.

This is a new FSCS data element. Provide your best estimate if you do not have an actual count.

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Section Eight

I work the entire time the library is open. Why am I not considered full-time?

This section pertains to FTE’s (Full Time Equivalent is a unit of measure for all persons working in the library for forty hours per week). If your library were only open 30 hours per week this would only be three-quarters of an FTE or .75. To arrive at the FTE count, take the number of hours worked per week and divide that number by 40. If there were four employees that work only 20 hours per week each, the number of FTE’s would be 2. Only count paid employees.

I am the director of the library and I work 40 hours per week. I have two part-time employees and one of them has an MLS (master’s degree in library science). How do I show that on the report?

The totals in items #8.1 through #8.3 are only to determine the number of full-time equivalents (FTE) that work in the library. It doesn’t necessarily reflect the position of the people involved. The part-time employee with a master’s degree from an American Library Association (ALA) accredited school would be reported in #8.1. If this person works 20 hours per week, it would be reported as .5 (one half) FTE. Then you would be reported as 1 FTE in #8.2 and depending on the title of the third part-time employee they would either be included in #8.2 with you or in #8.3.

How do I count an employee that only works in the summer?

Forty hours per week for 52 weeks (an entire year) would be 2,080 hours. To determine what the FTE is for a temporary employee, take the total number of hours that employee worked and divide that number by 2,080. For example, someone who works 120 hours for the entire year would be .06 FTE.

Where do we include retirees that volunteer to work for the library and college students that work?

Report the total number of hours that were worked in the library by volunteers or persons who were NOT on the library’s payroll in #8.5. Include volunteers, community service persons and those paid from non-library sources, such as Green Thumb or Step program employees.

What do we do about contractual salaries? We hired a puppeteer for our Reading Club program.

If the salary were not for a person on the library’s payroll they would not be included in Section 8 of the report.

The Head Librarian’s position has been vacant for most of the year. What should I report for the director’s salary?

Report what the director would have been paid had there been someone in that position for the entire year.

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Section Nine

What is Interlibrary Loan (ILL)?

When an item of library material, or a copy of the material, is made available by one library to another upon request. The libraries involved in interlibrary loan are not under the same library administration.

Section Ten

What is a dumb terminal?

It does not have its own hard drive and does not have applications on it. It is generally used only to access databases and retrieve information. Users cannot create documents on it.

What does #10.4 mean? How many patrons used electronic resources?

Report in-house use only. Tell us how many warm bodies used the equipment. Do not include staff use of these resources or remote users who access your electronic resources.

Note: In previous years this question asked for a weekly total.

Section Eleven

We have a drive through service open before our main library building opens. Does that count as service hours?

Yes it does if patrons can check out and return books. These hours should be included in the total at #11.1.

What do I do if there are strange pre-filled numbers for my library’s hours open?

If the schedule that is indicated in the cell for the entire week is correct then indicate No for #11.4 that there are no changes.

Changes that have been made in the schedule should be indicated in the daily cells accordingly.

What does unduplicated hours mean?

Unduplicated hours are the total number of hours your library and its branches are open per week. For a library that does not have any branches the total would be the same as your weekly total (regular schedule).

For libraries with branches, it would be the total number of hours the library is open per week that the hours do not overlap. For example: The main library is open daily from M-F 8 to 5, and the branch is open W-S 8 to 5. The total non-overlapping hours are 49…or M-S 8-5.

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