LIBRARY BOARD Packet - 9/16/2014
CITY OF MUSKEGO
LIBRARY BOARD AGENDA
September 16, 2014
5:00 PM
Library Meeting Room #3, S73 W16663 Janesville
Road
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL
STATEMENT OF PUBLIC NOTICE
PUBLIC COMMENT
APPROVAL OF MINUTES from August 14, 2014
TREASURER’S REPORT
Information/Action
1. Place on file the Library Financial Reports from August 2014
PRESIDENT’S REPORT
Information
DIRECTOR’S REPORT
Information
UNFINISHED BUSINESS
Discussion update and possible action may be taken on any or all of the following:
NEW BUSINESS
Discussion update and possible action may be taken on any or all of the following:
1. Head of Public Services Report
2. ALA Library Bill of Rights
3. ALA Freedom to Read Statement
4. Standards of Patron Service
5. Library Long Range Planning Update
COMMUNICATIONS AND MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW
ADJOURNMENT
NOTICE
PLEASE NOTE: It is possible that members of and possibly a quorum of members of other governmental bodies of the municipality
may be in attendance at the above-mentioned meeting to gather information; no action will be taken by any governmental body at
the above-stated meeting other than the governmental body specifically referred to above in this notice.
Upon reasonable notice, efforts will be made to accommodate the needs of disabled individuals through appropriate aids and
services. For additional information or to request this service, contact the office of the Clerk-Treasurer, at Muskego City Hall, 262-
679-5625 or the library at (262) 971-2100.
Unapproved
CITY OF MUSKEGO
LIBRARY BOARD MINUTES
August 14, 2014
6:00 PM
Library Conference Room, S73 W16663
JANESVILLE RD
CALL TO ORDER
Vice President Boschert called the meeting to order at 6:00 PM.
PLEDGE OF ALLEGIANCE
ROLL CALL
Present were Trustees Robertson, Konkel, Boschert, O'Bryan, Tomaszewski, Schaefer,
Alderman Engelhardt, and Library Director Loeffel. Trustees Buckmaster and DeVito-Scalzo
were excused.
STATEMENT OF PUBLIC NOTICE
Director Loeffel stated that the meeting was properly noticed.
PUBLIC COMMENT
None
APPROVAL OF MINUTES from June 17, 2014
Trustee Schaefer made a motion to approve the minutes of the June 17, 2014
meeting, Trustee Tomaszewski seconded.
Motion Passed 7 in favor.
TREASURER’S REPORT
Information/Action
Place on file the Library Financial Reports from June and July, 2014.
Trustee Schaefer made a motion to Place on file the Library Financial Reports from
June and July, 2014, Trustee Konkel seconded.
Motion Passed 7 in favor.
PRESIDENT’S REPORT
Information
DIRECTOR’S REPORT
Information
UNFINISHED BUSINESS
Discussion update and possible action may be taken on any or all of the following:
NEW BUSINESS
Discussion update and possible action may be taken on any or all of the following:
Draft Marketing Plan
Trustee Robertson made a motion to approve the Draft Marketing Plan, Trustee
O'Bryan seconded.
Motion Passed 7 in favor.
Lighting Project
Trustee Schaefer made a motion to approve the Lighting Project, Trustee Robertson
seconded.
Motion Passed 7 in favor.
2015 Capital Budget
Trustee O'Bryan made a motion to approve the 2015 Capital Budget, Trustee
Schaefer seconded.
Motion Passed 6 in favor 1 opposed.
2015 Operating Budget
Trustee Tomaszewski made a motion to approve the 2015 Operating Budget of
$1,268,725 with anticipated revenues of $136,194, Trustee Robertson seconded.
Motion Passed 7 in favor.
Certification of Eligibility for Exemption from County Library Levy Based on Standards
Compliance
Trustee O'Bryan made a motion to approve the Certification of Eligibility for
Exemption from County Library Levy Based on Standards Compliance, Trustee
Schaefer seconded.
Motion Passed 7 in favor.
COMMUNICATIONS AND MISCELLANEOUS BUSINESS AS AUTHORIZED BY LAW
Library Director Loeffel stated the next Library Board meeting will return to the regular day and
time, which will be Tuesday, September 16, 2014 at 5:00 PM. He also informed the board that
he will be on vacation the next two weeks and Elke Saylor will be in charge.
ADJOURNMENT
Trustee Konkel made a motion to adjourn at 7:37 PM, Trustee O'Bryan seconded.
Motion Passed 7 in favor.
CITY OF MUSKEGO Budget Worksheet - Library Revenues Current Year Page: 1
Period: 08/14 Sep 03, 2014 11:35AM
Report Criteria:
Include FUNDs: 100
Print FUND Titles
Total by FUND
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include COST CATEGORYs: 05
Print COST CATEGORY Titles
Include COST CATEGORYs: 05
Print COST CATEGORY Titles
Include ACCOUNTs: None
Include BALANCE SHEETs: None
Include EXPENSEs: None
All Segments Tested for Total Breaks
2014-14 2014-14 2014-14 % Actual Over /
Current year Current year Current year Over (Under)
Account Number Account Title Budget Budget Actual Budget Budget
GENERAL FUND
CULTURE, REC AND EDUCATION
100.05.71.00.4150 WCFLS FUNDING 106,457.00 106,457.00 53,228.50 50.00% 53,228.50-
100.05.71.00.4274 LIBRARY LOST AND DAMAGED 1,000.00 1,000.00 873.23 87.32% 126.77-
100.05.71.00.4313 LIBRARY FINES 18,000.00 18,000.00 13,283.00 73.79% 4,717.00-
100.05.71.00.4314 LIBRARY TAXABLE REVENUE 7,000.00 7,000.00 6,177.07 88.24% 822.93-
100.05.71.00.4542 LIBRARY PHONE USE .00 .00 7.15 .00 7.15
100.05.71.00.4544 ROOM RENTAL 200.00 200.00 650.00 325.00% 450.00
100.05.71.00.4551 SALE OF F/A - COMPUTERS .00 .00 .00 .00 .00
Total LIBRARY DEPARTMENT: 132,657.00 132,657.00 74,218.95 55.95% 58,438.05-
GENERAL FUND Revenue Total: 132,657.00 132,657.00 74,218.95 55.95% 58,438.05-
GENERAL FUND Expenditure Total: .00 .00 .00 .00 .00
Net Total GENERAL FUND: 132,657.00 132,657.00 74,218.95 55.95% 58,438.05-
CITY OF MUSKEGO Budget Worksheet - Library Expenditures Current Year Page: 1
Period: 08/14 Sep 03, 2014 11:48AM
Report Criteria:
Include FUNDs: 100
Print FUND Titles
Total by FUND
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include COST CATEGORYs: 05
Print COST CATEGORY Titles
Include COST CATEGORYs: 05
Print COST CATEGORY Titles
Include ACCOUNTs: None
Include BALANCE SHEETs: None
Include REVENUEs: None
All Segments Tested for Total Breaks
2014-14 2014-14 2014-14 % Actual Over /
Current year Current year Current year To (Under)
Account Number Account Title Budget Budget Actual Budget Budget
GENERAL FUND
CULTURE, REC AND EDUCATION
100.05.71.00.5101 SALARY & WAGES 607,628.09 607,628.09 384,723.52 63.32% 222,904.57-
100.05.71.00.5102 SALARIES & WAGES - OVERTIME 2,500.00 2,500.00 447.77 17.91% 2,052.23-
100.05.71.00.5201 FICA 47,601.98 47,601.98 29,149.79 61.24% 18,452.19-
100.05.71.00.5202 PENSION 40,849.61 40,849.61 26,076.62 63.84% 14,772.99-
100.05.71.00.5203 HEALTH 138,854.33 138,854.33 81,223.27 58.50% 57,631.06-
100.05.71.00.5204 LIFE 1,748.74 1,748.74 1,197.37 68.47% 551.37-
100.05.71.00.5205 FSA FEE EXPENSE .00 .00 29.00 .00 29.00
100.05.71.00.5229 HEALTH INS. ALLOWANCE 12,120.00 12,120.00 8,080.00 66.67% 4,040.00-
100.05.71.00.5302 MILEAGE 1,000.00 1,000.00 250.80 25.08% 749.20-
100.05.71.00.5303 CONFERENCES & SPECIAL EVENTS 3,000.00 3,000.00 449.50 14.98% 2,550.50-
100.05.71.00.5305 DUES & MEMBERSHIP 1,000.00 1,000.00 796.00 79.60% 204.00-
100.05.71.00.5401 MAINTENANCE OF EQUIPMENT 11,000.00 11,000.00 8,767.40 79.70% 2,232.60-
100.05.71.00.5415 MAINT OF BUILDINGS & GROUNDS 20,000.00 20,000.00 12,609.65 63.05% 7,390.35-
100.05.71.00.5505 COMPUTER CHARGES/LIBRARY 34,000.00 34,000.00 29,052.41 85.45% 4,947.59-
100.05.71.00.5602 TELEPHONE .00 .00 .00 .00 .00
100.05.71.00.5701 OFFICE SUPPLIES AND EXPENSES 20,000.00 20,000.00 7,426.24 37.13% 12,573.76-
100.05.71.00.5703 HOUSEKEEPING SUPPLIES 4,500.00 4,500.00 1,767.74 39.28% 2,732.26-
100.05.71.00.5835 HOUSEKEEPING SERVICES 38,364.00 38,364.00 24,392.00 63.58% 13,972.00-
100.05.71.00.5910 GAS & ELECTRIC 83,500.00 83,500.00 57,730.64 69.14% 25,769.36-
100.05.71.00.5915 SEWER & WATER 2,500.00 2,500.00 1,400.33 56.01% 1,099.67-
100.05.71.00.6062 PROGRAM ADVERTISING/PROMOTIO 5,000.00 5,000.00 2,391.51 47.83% 2,608.49-
100.05.71.01.5711 PRINT MATERIALS 114,000.00 114,000.00 56,245.33 49.34% 57,754.67-
100.05.71.01.5713 PRINT MATERIALS - ADULT .00 .00 .00 .00 .00
100.05.71.02.5711 AUDIO-VISUAL MATERIALS 50,000.00 50,000.00 21,038.59 42.08% 28,961.41-
100.05.71.03.5711 ELECTRONIC MATERIALS 16,000.00 16,000.00 12,022.54 75.14% 3,977.46-
100.05.71.03.5714 AUDIO VISUAL MATERIAL - A.V. .00 .00 .00 .00 .00
100.05.71.11.5713 PRINT MATERIALS - JUVENILE .00 .00 .00 .00 .00
100.05.71.12.5714 AUDIO VISUAL MATERIAL - JUVENL .00 .00 .00 .00 .00
100.05.71.14.5713 PRINT MATERIALS - MISC .00 .00 .00 .00 .00
100.05.71.18.5713 PRINT MATERIALS - NEWSPAPER .00 .00 .00 .00 .00
100.05.71.19.5713 PRINT MATERIALS - PERIODICALS .00 .00 .00 .00 .00
100.05.71.23.5713 PRINT MATERIALS - REFERENCE .00 .00 .00 .00 .00
100.05.71.26.5713 PRINT MATERIALS - SERIALS .00 .00 .00 .00 .00
100.05.71.35.5714 AUDIO VISUAL MATRL - DATA BASE .00 .00 .00 .00 .00
CITY OF MUSKEGO Budget Worksheet - Library Expenditures Current Year Page: 2
Period: 08/14 Sep 03, 2014 11:48AM
2014-14 2014-14 2014-14 % Actual Over /
Current year Current year Current year To (Under)
Account Number Account Title Budget Budget Actual Budget Budget
100.05.71.36.5713 PRINT MATERIALS - YOUNG ADULT .00 .00 .00 .00 .00
Total LIBRARY DEPARTMENT: 1,255,166.75 1,255,166.75 767,268.02 61.13% 487,898.73-
GENERAL FUND Revenue Total: .00 .00 .00 .00 .00
GENERAL FUND Expenditure Total: 1,255,166.75 1,255,166.75 767,268.02 61.13% 487,898.73-
Net Total GENERAL FUND: 1,255,166.75 1,255,166.75 767,268.02- 61.13% 487,898.73
Report Criteria:
Include FUNDs: 100
Print FUND Titles
Total by FUND
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include DEPARTMENTs: 71
Total by DEPARTMENT
Include COST CATEGORYs: 05
Print COST CATEGORY Titles
Include COST CATEGORYs: 05
Print COST CATEGORY Titles
Include ACCOUNTs: None
Include BALANCE SHEETs: None
Include REVENUEs: None
All Segments Tested for Total Breaks
CITY OF MUSKEGO Detail Ledger - Library Page: 1
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Report Criteria:
Actual Amounts
All Accounts
Summarize Payroll Detail
Print Period Totals
Print Grand Totals
Include FUNDs: 100
Page and Total by FUND
Include DEPARTMENTs: 71
Include DEPARTMENTs: 71
Include DEPARTMENTs: 71
Include COST CATEGORYs: 05
Include COST CATEGORYs: 05
Include BALANCE SHEETs: None
All Segments Tested for Total Breaks
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
1000571004150
WCFLS FUNDING 07/31/2014 (07/14) Balance 100.05.71.00.4150 53,228.50-
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 53,228.50-
YTD Encumbrance .00 YTD Actual -53,228.50 Total -53,228.50 YTD Budget -106,457.00 Unearned 53,228.50
Total 1000571004150:.00 .00 53,228.50-
1000571004274
LIBRARY LOST AND DAMAGED 07/31/2014 (07/14) Balance 100.05.71.00.4274 708.58-
08/08/2014 CR 1315391 LOST & DAMAGED - MUSKEGO PUBLIC LIBR 164.65-
08/31/2014 (08/14) Period Totals and Balance .00 * 164.65- * 873.23-
YTD Encumbrance .00 YTD Actual -873.23 Total -873.23 YTD Budget -1,000.00 Unearned 126.77
Total 1000571004274:.00 164.65- 708.58-
1000571004313
LIBRARY FINES 07/31/2014 (07/14) Balance 100.05.71.00.4313 11,149.85-
08/08/2014 CR 1315392 FINES - MUSKEGO PUBLIC LIBRARY 1,239.25-
08/26/2014 CR 1316825 LIBRARY FINES - MUSKEGO PUBLIC LIBRAR 893.90-
08/31/2014 (08/14) Period Totals and Balance .00 * 2,133.15- * 13,283.00-
YTD Encumbrance .00 YTD Actual -13,283.00 Total -13,283.00 YTD Budget -18,000.00 Unearned 4,717.00
Total 1000571004313:.00 2,133.15- 11,149.85-
1000571004314
LIBRARY TAXABLE REVENUE 07/31/2014 (07/14) Balance 100.05.71.00.4314 5,026.63-
08/08/2014 CR 1315390 LIBRARY TAXABLE REVENUE - MUSKEGO P 663.34-
08/26/2014 CR 1316865 LIBRARY TAXABLE REVENUE - MUSKEGO P 487.10-
08/31/2014 (08/14) Period Totals and Balance .00 * 1,150.44- * 6,177.07-
YTD Encumbrance .00 YTD Actual -6,177.07 Total -6,177.07 YTD Budget -7,000.00 Unearned 822.93
Total 1000571004314:.00 1,150.44- 5,026.63-
CITY OF MUSKEGO Detail Ledger - Library Page: 2
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
1000571004542
LIBRARY PHONE USE 07/31/2014 (07/14) Balance 100.05.71.00.4542 7.15-
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 7.15-
YTD Encumbrance .00 YTD Actual -7.15 Total -7.15 YTD Budget .00 Unearned (7.15)
Total 1000571004542:.00 .00 7.15-
1000571004544
ROOM RENTAL 07/31/2014 (07/14) Balance 100.05.71.00.4544 500.00-
08/08/2014 CR 1315388 ROOM RENTAL - KM INSURANCE SERVICES 150.00-
08/31/2014 (08/14) Period Totals and Balance .00 * 150.00- * 650.00-
YTD Encumbrance .00 YTD Actual -650.00 Total -650.00 YTD Budget -200.00 Unearned (450.00)
Total 1000571004544:.00 150.00- 500.00-
1000571004551
SALE OF F/A - COMPUTERS 07/31/2014 (07/14) Balance 100.05.71.00.4551 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unearned .00
Total 1000571004551:.00 .00 .00
1000571005101
SALARY & WAGES 07/31/2014 (07/14) Balance 100.05.71.00.5101 341,075.27
08/09/2014 PC 65 PAYROLL TRANS FOR 8/9/2014 PAY PERIOD 22,256.98
08/23/2014 PC 178 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 21,391.27
08/31/2014 (08/14) Period Totals and Balance 43,648.25 * .00 * 384,723.52
YTD Encumbrance .00 YTD Actual 384,723.52 Total 384,723.52 YTD Budget 607,628.09 Unexpended 222,904.57
Total 1000571005101:43,648.25 .00 341,075.27
1000571005102
SALARIES & WAGES - OVERTIME 07/31/2014 (07/14) Balance 100.05.71.00.5102 447.77
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 447.77
YTD Encumbrance .00 YTD Actual 447.77 Total 447.77 YTD Budget 2,500.00 Unexpended 2,052.23
Total 1000571005102:.00 .00 447.77
1000571005201
FICA 07/31/2014 (07/14) Balance 100.05.71.00.5201 25,838.52
08/09/2014 PB 61 PAYROLL TRANS FOR 8/9/2014 PAY PERIOD 1,646.92
08/23/2014 PB 188 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 1,664.35
08/31/2014 (08/14) Period Totals and Balance 3,311.27 * .00 * 29,149.79
YTD Encumbrance .00 YTD Actual 29,149.79 Total 29,149.79 YTD Budget 47,601.98 Unexpended 18,452.19
CITY OF MUSKEGO Detail Ledger - Library Page: 3
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
Total 1000571005201:3,311.27 .00 25,838.52
1000571005202
PENSION 07/31/2014 (07/14) Balance 100.05.71.00.5202 23,144.25
08/09/2014 PB 60 PAYROLL TRANS FOR 8/9/2014 PAY PERIOD 1,496.52
08/23/2014 PB 186 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 1,435.85
08/31/2014 (08/14) Period Totals and Balance 2,932.37 * .00 * 26,076.62
YTD Encumbrance .00 YTD Actual 26,076.62 Total 26,076.62 YTD Budget 40,849.61 Unexpended 14,772.99
Total 1000571005202:2,932.37 .00 23,144.25
1000571005203
HEALTH 07/31/2014 (07/14) Balance 100.05.71.00.5203 73,335.95
08/23/2014 PB 189 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 7,887.32
08/31/2014 (08/14) Period Totals and Balance 7,887.32 * .00 * 81,223.27
YTD Encumbrance .00 YTD Actual 81,223.27 Total 81,223.27 YTD Budget 138,854.33 Unexpended 57,631.06
Total 1000571005203:7,887.32 .00 73,335.95
1000571005204
LIFE 07/31/2014 (07/14) Balance 100.05.71.00.5204 1,058.45
08/23/2014 PB 187 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 138.92
08/31/2014 (08/14) Period Totals and Balance 138.92 * .00 * 1,197.37
YTD Encumbrance .00 YTD Actual 1,197.37 Total 1,197.37 YTD Budget 1,748.74 Unexpended 551.37
Total 1000571005204:138.92 .00 1,058.45
1000571005205
FSA FEE EXPENSE 07/31/2014 (07/14) Balance 100.05.71.00.5205 29.00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 29.00
YTD Encumbrance .00 YTD Actual 29.00 Total 29.00 YTD Budget .00 Unexpended (29.00)
Total 1000571005205:.00 .00 29.00
1000571005229
HEALTH INS. ALLOWANCE 07/31/2014 (07/14) Balance 100.05.71.00.5229 7,070.00
08/23/2014 PC 179 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 1,010.00
08/31/2014 (08/14) Period Totals and Balance 1,010.00 * .00 * 8,080.00
YTD Encumbrance .00 YTD Actual 8,080.00 Total 8,080.00 YTD Budget 12,120.00 Unexpended 4,040.00
Total 1000571005229:1,010.00 .00 7,070.00
1000571005302
MILEAGE 07/31/2014 (07/14) Balance 100.05.71.00.5302 227.28
08/23/2014 PC 180 PAYROLL TRANS FOR 8/23/2014 PAY PERIO 23.52
08/31/2014 (08/14) Period Totals and Balance 23.52 * .00 * 250.80
CITY OF MUSKEGO Detail Ledger - Library Page: 4
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
YTD Encumbrance .00 YTD Actual 250.80 Total 250.80 YTD Budget 1,000.00 Unexpended 749.20
Total 1000571005302:23.52 .00 227.28
1000571005303
CONFERENCES & SPECIAL EVENTS 07/31/2014 (07/14) Balance 100.05.71.00.5303 449.50
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 449.50
YTD Encumbrance .00 YTD Actual 449.50 Total 449.50 YTD Budget 3,000.00 Unexpended 2,550.50
Total 1000571005303:.00 .00 449.50
1000571005305
DUES & MEMBERSHIP 07/31/2014 (07/14) Balance 100.05.71.00.5305 746.00
07/28/2014 AP 647 DPI 50.00
08/31/2014 (08/14) Period Totals and Balance 50.00 * .00 * 796.00
YTD Encumbrance .00 YTD Actual 796.00 Total 796.00 YTD Budget 1,000.00 Unexpended 204.00
Total 1000571005305:50.00 .00 746.00
1000571005401
MAINTENANCE OF EQUIPMENT 07/31/2014 (07/14) Balance 100.05.71.00.5401 8,368.94
08/11/2014 AP 637 JAMES IMAGING SYSTEMS INC (lease) 398.46
08/31/2014 (08/14) Period Totals and Balance 398.46 * .00 * 8,767.40
YTD Encumbrance .00 YTD Actual 8,767.40 Total 8,767.40 YTD Budget 11,000.00 Unexpended 2,232.60
Total 1000571005401:398.46 .00 8,368.94
1000571005410
RENTALS AND LEASES 07/31/2014 (07/14) Balance 100.05.71.00.5410 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
Total 1000571005410:.00 .00 .00
1000571005415
MAINT OF BUILDINGS & GROUNDS 07/31/2014 (07/14) Balance 100.05.71.00.5415 12,309.40
08/05/2014 AP 2 ELLIOTT'S ACE HARDWARE 42.18
07/21/2014 AP 70 SAFEWAY PEST MANAGEMENT INC. 30.00
07/18/2014 AP 425 FIA CARD SERVICES - MAINT 12.19
07/16/2014 AP 502 STAFF ELECTRIC, INC. 132.45
07/22/2014 AP 506 ROZMAN TRUE VALUE/LIB 30.24
07/22/2014 AP 525 SHERWIN-WILLIAMS CO. 55.49
07/22/2014 AP 526 SHERWIN-WILLIAMS CO.55.49-
07/22/2014 AP 527 SHERWIN-WILLIAMS CO. 53.19
08/31/2014 (08/14) Period Totals and Balance 355.74 * 55.49- * 12,609.65
YTD Encumbrance .00 YTD Actual 12,609.65 Total 12,609.65 YTD Budget 20,000.00 Unexpended 7,390.35
CITY OF MUSKEGO Detail Ledger - Library Page: 5
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
Total 1000571005415:355.74 55.49- 12,309.40
1000571005505
COMPUTER CHARGES/LIBRARY 07/31/2014 (07/14) Balance 100.05.71.00.5505 28,897.46
08/08/2014 AP 22 CDW GOVERNMENT, INC 51.65
08/08/2014 AP 23 CDW GOVERNMENT, INC 103.30
08/31/2014 (08/14) Period Totals and Balance 154.95 * .00 * 29,052.41
YTD Encumbrance .00 YTD Actual 29,052.41 Total 29,052.41 YTD Budget 34,000.00 Unexpended 4,947.59
Total 1000571005505:154.95 .00 28,897.46
1000571005602
TELEPHONE 07/31/2014 (07/14) Balance 100.05.71.00.5602 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571005602:.00 .00 .00
1000571005701
OFFICE SUPPLIES AND EXPENSES 07/31/2014 (07/14) Balance 100.05.71.00.5701 6,505.53
07/25/2014 AP 369 EAGLE MEDIA, INC. 20.00
07/18/2014 AP 399 FIA CARD SERVICES - LIB. 24.01
08/04/2014 AP 481 3M 124.36
08/01/2014 AP 493 WAUK CNTY FED LIBRARY SYS 128.80
07/09/2014 AP 610 BUBRICKS INC 370.98
08/07/2014 AP 611 BUBRICKS INC 252.56
08/31/2014 (08/14) Period Totals and Balance 920.71 * .00 * 7,426.24
YTD Encumbrance .00 YTD Actual 7,426.24 Total 7,426.24 YTD Budget 20,000.00 Unexpended 12,573.76
Total 1000571005701:920.71 .00 6,505.53
1000571005703
HOUSEKEEPING SUPPLIES 07/31/2014 (07/14) Balance 100.05.71.00.5703 1,179.61
07/16/2014 AP 389 LAKELAND SUPPLY, INC. 588.13
08/31/2014 (08/14) Period Totals and Balance 588.13 * .00 * 1,767.74
YTD Encumbrance .00 YTD Actual 1,767.74 Total 1,767.74 YTD Budget 4,500.00 Unexpended 2,732.26
Total 1000571005703:588.13 .00 1,179.61
1000571005713
PRINT MATERIALS 07/31/2014 (07/14) Balance 100.05.71.00.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571005713:.00 .00 .00
CITY OF MUSKEGO Detail Ledger - Library Page: 6
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
1000571005714
AUDIO VISUAL MATERIAL 07/31/2014 (07/14) Balance 100.05.71.00.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571005714:.00 .00 .00
1000571005835
HOUSEKEEPING SERVICES 07/31/2014 (07/14) Balance 100.05.71.00.5835 21,343.00
07/25/2014 AP 40 JANI-KING INC- MILW REGION 3,049.00
08/31/2014 (08/14) Period Totals and Balance 3,049.00 * .00 * 24,392.00
YTD Encumbrance .00 YTD Actual 24,392.00 Total 24,392.00 YTD Budget 38,364.00 Unexpended 13,972.00
Total 1000571005835:3,049.00 .00 21,343.00
1000571005910
GAS & ELECTRIC 07/31/2014 (07/14) Balance 100.05.71.00.5910 49,702.74
08/04/2014 AP 97 WE ENERGIES 1,041.34
08/04/2014 AP 98 WE ENERGIES 6,986.56
08/31/2014 (08/14) Period Totals and Balance 8,027.90 * .00 * 57,730.64
YTD Encumbrance .00 YTD Actual 57,730.64 Total 57,730.64 YTD Budget 83,500.00 Unexpended 25,769.36
Total 1000571005910:8,027.90 .00 49,702.74
1000571005915
SEWER & WATER 07/31/2014 (07/14) Balance 100.05.71.00.5915 1,400.33
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 1,400.33
YTD Encumbrance .00 YTD Actual 1,400.33 Total 1,400.33 YTD Budget 2,500.00 Unexpended 1,099.67
Total 1000571005915:.00 .00 1,400.33
1000571006062
PROGRAM ADVERTISING/PROMOTIONS 07/31/2014 (07/14) Balance 100.05.71.00.6062 2,391.51
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 2,391.51
YTD Encumbrance .00 YTD Actual 2,391.51 Total 2,391.51 YTD Budget 5,000.00 Unexpended 2,608.49
Total 1000571006062:.00 .00 2,391.51
1000571015711
PRINT MATERIALS 07/31/2014 (07/14) Balance 100.05.71.01.5711 46,765.30
07/11/2014 AP 314 BAKER & TAYLOR COMPANY 33.03-
07/03/2014 AP 315 BAKER & TAYLOR COMPANY 1,202.24
07/03/2014 AP 316 BAKER & TAYLOR COMPANY 375.64
07/03/2014 AP 317 BAKER & TAYLOR COMPANY 409.13
07/03/2014 AP 318 BAKER & TAYLOR COMPANY 798.67
07/09/2014 AP 319 BAKER & TAYLOR COMPANY 503.69
07/15/2014 AP 320 BAKER & TAYLOR COMPANY 318.07
CITY OF MUSKEGO Detail Ledger - Library Page: 7
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
07/23/2014 AP 321 BAKER & TAYLOR COMPANY 1,326.89
07/24/2014 AP 322 BAKER & TAYLOR COMPANY 909.30
07/31/2014 AP 323 BAKER & TAYLOR COMPANY 535.88
08/06/2014 AP 324 BAKER & TAYLOR COMPANY 805.39
08/07/2014 AP 325 BAKER & TAYLOR COMPANY 1,170.83
07/09/2014 AP 326 BAKER & TAYLOR COMPANY 26.52
07/16/2014 AP 327 BAKER & TAYLOR COMPANY 99.59
07/23/2014 AP 328 BAKER & TAYLOR COMPANY 130.46
07/30/2014 AP 329 BAKER & TAYLOR COMPANY 27.65
08/06/2014 AP 330 BAKER & TAYLOR COMPANY 86.77
07/02/2014 AP 331 BAKER & TAYLOR COMPANY 25.02
07/14/2014 AP 387 JOURNAL SENTINEL INC 319.42
07/18/2014 AP 483 AMERICAN LIBRARY ASSOC 118.00
07/22/2014 AP 599 CAPSTONE 29.90
07/30/2014 AP 630 MERGENT, INC 294.00
08/31/2014 (08/14) Period Totals and Balance 9,513.06 * 33.03- * 56,245.33
YTD Encumbrance .00 YTD Actual 56,245.33 Total 56,245.33 YTD Budget 114,000.00 Unexpended 57,754.67
Total 1000571015711:9,513.06 33.03- 46,765.30
1000571015713
PRINT MATERIALS - ADULT 07/31/2014 (07/14) Balance 100.05.71.01.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571015713:.00 .00 .00
1000571025711
AUDIO-VISUAL MATERIALS 07/31/2014 (07/14) Balance 100.05.71.02.5711 17,883.39
07/01/2014 AP 332 BAKER & TAYLOR ENTERTAINMENT 9.33
07/07/2014 AP 333 BAKER & TAYLOR ENTERTAINMENT 11.88
07/07/2014 AP 334 BAKER & TAYLOR ENTERTAINMENT 79.16
07/07/2014 AP 335 BAKER & TAYLOR ENTERTAINMENT 11.03
07/14/2014 AP 336 BAKER & TAYLOR ENTERTAINMENT 17.96
07/10/2014 AP 337 BAKER & TAYLOR ENTERTAINMENT 14.39
07/10/2014 AP 338 BAKER & TAYLOR ENTERTAINMENT 20.29
07/10/2014 AP 339 BAKER & TAYLOR ENTERTAINMENT 11.98
07/10/2014 AP 340 BAKER & TAYLOR ENTERTAINMENT 20.29
07/14/2014 AP 341 BAKER & TAYLOR ENTERTAINMENT 8.49
07/14/2014 AP 342 BAKER & TAYLOR ENTERTAINMENT 12.74
07/21/2014 AP 343 BAKER & TAYLOR ENTERTAINMENT 88.52
07/21/2014 AP 344 BAKER & TAYLOR ENTERTAINMENT 14.39
07/15/2014 AP 345 BAKER & TAYLOR ENTERTAINMENT 12.73
07/15/2014 AP 346 BAKER & TAYLOR ENTERTAINMENT 12.73
07/16/2014 AP 347 BAKER & TAYLOR ENTERTAINMENT 4.21
07/28/2014 AP 348 BAKER & TAYLOR ENTERTAINMENT 176.32
07/23/2014 AP 349 BAKER & TAYLOR ENTERTAINMENT 11.02
07/28/2014 AP 350 BAKER & TAYLOR ENTERTAINMENT 483.36
07/25/2014 AP 351 BAKER & TAYLOR ENTERTAINMENT 14.39
08/04/2014 AP 352 BAKER & TAYLOR ENTERTAINMENT 61.17
08/04/2014 AP 353 BAKER & TAYLOR ENTERTAINMENT 64.68
08/04/2014 AP 354 BAKER & TAYLOR ENTERTAINMENT 97.15
07/30/2014 AP 355 BAKER & TAYLOR ENTERTAINMENT 14.39
CITY OF MUSKEGO Detail Ledger - Library Page: 8
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
06/25/2014 AP 574 MICROMARKETING LLC 79.90
06/25/2014 AP 575 MICROMARKETING LLC 79.00
07/03/2014 AP 576 MICROMARKETING LLC 39.99
07/10/2014 AP 577 MICROMARKETING LLC 30.00
07/15/2014 AP 578 MICROMARKETING LLC 71.98
07/23/2014 AP 579 MICROMARKETING LLC 44.99
07/23/2014 AP 580 MICROMARKETING LLC 39.99
07/23/2014 AP 581 MICROMARKETING LLC 36.99
07/30/2014 AP 582 MICROMARKETING LLC 25.00
07/11/2014 AP 587 FINDAWAY WORLD,LLC 99.98
07/30/2014 AP 588 FINDAWAY WORLD,LLC 543.92
07/18/2014 AP 616 FIA CARD SRV - LIB, PF LOEFFEL 290.09
07/18/2014 AP 617 FIA CARD SRV - LIB, PF LOEFFEL 6.99
07/18/2014 AP 618 FIA CARD SRV - LIB, PF LOEFFEL 285.86
07/07/2014 AP 626 MIDWEST TAPE 64.97
07/11/2014 AP 627 MIDWEST TAPE 79.97
07/18/2014 AP 628 MIDWEST TAPE 39.99
08/01/2014 AP 629 MIDWEST TAPE 22.99
08/31/2014 (08/14) Period Totals and Balance 3,155.20 * .00 * 21,038.59
YTD Encumbrance .00 YTD Actual 21,038.59 Total 21,038.59 YTD Budget 50,000.00 Unexpended 28,961.41
Total 1000571025711:3,155.20 .00 17,883.39
1000571035711
ELECTRONIC MATERIALS 07/31/2014 (07/14) Balance 100.05.71.03.5711 12,022.54
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 12,022.54
YTD Encumbrance .00 YTD Actual 12,022.54 Total 12,022.54 YTD Budget 16,000.00 Unexpended 3,977.46
Total 1000571035711:.00 .00 12,022.54
1000571035714
AUDIO VISUAL MATERIAL - A.V. 07/31/2014 (07/14) Balance 100.05.71.03.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571035714:.00 .00 .00
1000571106090
BANK SERVICE CHARGES 07/31/2014 (07/14) Balance 100.05.71.10.6090 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
Total 1000571106090:.00 .00 .00
1000571115713
PRINT MATERIALS - JUVENILE 07/31/2014 (07/14) Balance 100.05.71.11.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
CITY OF MUSKEGO Detail Ledger - Library Page: 9
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
Total 1000571115713:.00 .00 .00
1000571125714
AUDIO VISUAL MATERIAL - JUVENL 07/31/2014 (07/14) Balance 100.05.71.12.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571125714:.00 .00 .00
1000571145713
PRINT MATERIALS - MISC 07/31/2014 (07/14) Balance 100.05.71.14.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571145713:.00 .00 .00
1000571185713
PRINT MATERIALS - NEWSPAPER 07/31/2014 (07/14) Balance 100.05.71.18.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571185713:.00 .00 .00
1000571195713
PRINT MATERIALS - PERIODICALS 07/31/2014 (07/14) Balance 100.05.71.19.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571195713:.00 .00 .00
1000571215713
PRINT MATERIALS - PAMPHLET 07/31/2014 (07/14) Balance 100.05.71.21.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
Total 1000571215713:.00 .00 .00
1000571235713
PRINT MATERIALS - REFERENCE 07/31/2014 (07/14) Balance 100.05.71.23.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571235713:.00 .00 .00
1000571265713
PRINT MATERIALS - SERIALS 07/31/2014 (07/14) Balance 100.05.71.26.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
CITY OF MUSKEGO Detail Ledger - Library Page: 10
Period: 08/14 - 08/14 Sep 03, 2014 10:37AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571265713:.00 .00 .00
1000571355714
AUDIO VISUAL MATRL - DATA BASE 07/31/2014 (07/14) Balance 100.05.71.35.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571355714:.00 .00 .00
1000571365713
PRINT MATERIALS - YOUNG ADULT 07/31/2014 (07/14) Balance 100.05.71.36.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 1000571365713:.00 .00 .00
1000571365714
AUDIO VISUAL MATRL-YOUNG ADULT 07/31/2014 (07/14) Balance 100.05.71.36.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
Total 1000571365714:.00 .00 .00
Number of Transactions: 102 Number of Accounts: 48 Debit Credit Proof
Total GENERAL FUND:85,164.80 3,686.76- 81,478.04
Number of Transactions: 102 Number of Accounts: 48 Debit Credit Proof
Grand Totals:85,164.80 3,686.76- 81,478.04
Report Criteria:
Actual Amounts
All Accounts
Summarize Payroll Detail
Print Period Totals
Print Grand Totals
Include FUNDs: 100
Page and Total by FUND
Include DEPARTMENTs: 71
Include DEPARTMENTs: 71
Include DEPARTMENTs: 71
Include COST CATEGORYs: 05
Include COST CATEGORYs: 05
Include BALANCE SHEETs: None
All Segments Tested for Total Breaks
CITY OF MUSKEGO Detail Ledger - Library Trust & WCFLS Page: 1
Period: 08/14 - 08/14 Sep 03, 2014 10:49AM
Report Criteria:
Actual Amounts
All Accounts
Summarize Payroll Detail
Print Period Totals
Print Grand Totals
Include FUNDs: 502,503
Page and Total by FUND
Include BALANCE SHEETs: None
All Segments Tested for Total Breaks
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
5020500004531
INTEREST ON INVESTMENTS 07/31/2014 (07/14) Balance 502.05.00.00.4531 33.23-
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 33.23-
YTD Encumbrance .00 YTD Actual -33.23 Total -33.23 YTD Budget .00 Unearned (33.23)
Total 5020500004531:.00 .00 33.23-
5020500004552
TRUST FUND DONATIONS 07/31/2014 (07/14) Balance 502.05.00.00.4552 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unearned .00
Total 5020500004552:.00 .00 .00
5020500005505
COMPUTER REPLACEMENT 07/31/2014 (07/14) Balance 502.05.00.00.5505 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5020500005505:.00 .00 .00
5020500006056
OTHER EXPENSE 07/31/2014 (07/14) Balance 502.05.00.00.6056 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5020500006056:.00 .00 .00
Number of Transactions: 0 Number of Accounts: 4 Debit Credit Proof
Total LIBRARY EXPANSION TRUST FUND:.00 .00 .00
CITY OF MUSKEGO Detail Ledger - Library Trust & WCFLS Page: 2
Period: 08/14 - 08/14 Sep 03, 2014 10:49AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
5030500004150
GOVERNMENT GRANTS 07/31/2014 (07/14) Balance 503.05.00.00.4150 1,063.44-
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 1,063.44-
YTD Encumbrance .00 YTD Actual -1,063.44 Total -1,063.44 YTD Budget .00 Unearned (1,063.44)
Total 5030500004150:.00 .00 1,063.44-
5030500004154
GRANTS - OTHER 07/31/2014 (07/14) Balance 503.05.00.00.4154 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unearned .00
Total 5030500004154:.00 .00 .00
5030500004552
DONATIONS 07/31/2014 (07/14) Balance 503.05.00.00.4552 2,780.62-
08/08/2014 CR 1315389 MUSKEGO LIBRARY DONATION - FRIENDS 363.97-
08/31/2014 (08/14) Period Totals and Balance .00 * 363.97- * 3,144.59-
YTD Encumbrance .00 YTD Actual -3,144.59 Total -3,144.59 YTD Budget .00 Unearned (3,144.59)
Total 5030500004552:.00 363.97- 2,780.62-
5030500004556
SALE OF EQUIPMENT/BOOKS 07/31/2014 (07/14) Balance 503.05.00.00.4556 56.00-
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 56.00-
YTD Encumbrance .00 YTD Actual -56.00 Total -56.00 YTD Budget .00 Unearned (56.00)
Total 5030500004556:.00 .00 56.00-
5030500005505
COMPUTER CHARGES/LIBRARY 07/31/2014 (07/14) Balance 503.05.00.00.5505 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500005505:.00 .00 .00
5030500005713
PRINT MATERIALS 07/31/2014 (07/14) Balance 503.05.00.00.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500005713:.00 .00 .00
5030500005714
AUDIO VISUAL MATERIAL 07/31/2014 (07/14) Balance 503.05.00.00.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
CITY OF MUSKEGO Detail Ledger - Library Trust & WCFLS Page: 3
Period: 08/14 - 08/14 Sep 03, 2014 10:49AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500005714:.00 .00 .00
5030500006007
GENERAL FEDERATED LIB EXP 07/31/2014 (07/14) Balance 503.05.00.00.6007 4,073.17
07/18/2014 AP 397 FIA CARD SERVICES - LIB. 781.81
07/18/2014 AP 398 FIA CARD SERVICES - LIB. 54.13
07/18/2014 AP 614 FIA CARD SRV - LIB, PF LOEFFEL 62.68
07/18/2014 AP 615 FIA CARD SRV - LIB, PF LOEFFEL 38.02
07/18/2014 AP 619 FIA CARD SRV - LIB, PF LOEFFEL 160.00
07/18/2014 AP 620 FIA CARD SRV - LIB, PF LOEFFEL 22.94
07/18/2014 AP 621 FIA CARD SRV - LIB, PF LOEFFEL 10.76-
07/18/2014 AP 622 FIA CARD SRV - LIB, PF LOEFFEL 21.24
07/18/2014 AP 623 FIA CARD SRV - LIB, PF LOEFFEL 13.67
07/18/2014 AP 624 FIA CARD SRV - LIB, PF LOEFFEL 39.80
07/18/2014 AP 625 FIA CARD SRV - LIB, PF LOEFFEL 133.06-
08/31/2014 (08/14) Period Totals and Balance 1,194.29 * 143.82- * 5,123.64
YTD Encumbrance .00 YTD Actual 5,123.64 Total 5,123.64 YTD Budget .00 Unexpended (5,123.64)
Total 5030500006007:1,194.29 143.82- 4,073.17
5030500015713
PRINT MATERIALS - ADULT 07/31/2014 (07/14) Balance 503.05.00.01.5713 11.16
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 11.16
YTD Encumbrance .00 YTD Actual 11.16 Total 11.16 YTD Budget .00 Unexpended (11.16)
Total 5030500015713:.00 .00 11.16
5030500035714
AUDIO VISUAL MATERIALS - A.V. 07/31/2014 (07/14) Balance 503.05.00.03.5714 161.80
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * 161.80
YTD Encumbrance .00 YTD Actual 161.80 Total 161.80 YTD Budget .00 Unexpended (161.80)
Total 5030500035714:.00 .00 161.80
5030500115713
PRINT MATERIALS - JUVENILE 07/31/2014 (07/14) Balance 503.05.00.11.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500115713:.00 .00 .00
5030500125714
AUDIO VISUAL MATERIAL - JUVENL 07/31/2014 (07/14) Balance 503.05.00.12.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
CITY OF MUSKEGO Detail Ledger - Library Trust & WCFLS Page: 4
Period: 08/14 - 08/14 Sep 03, 2014 10:49AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
Total 5030500125714:.00 .00 .00
5030500145713
PRINT MATERIALS - LARGE PRINT 07/31/2014 (07/14) Balance 503.05.00.14.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500145713:.00 .00 .00
5030500185713
PRINT MATERIALS - NEWSPAPER 07/31/2014 (07/14) Balance 503.05.00.18.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500185713:.00 .00 .00
5030500195713
PRINT MATERIALS - PERIODICALS 07/31/2014 (07/14) Balance 503.05.00.19.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500195713:.00 .00 .00
5030500215713
PRINT MATERIALS - PAMPHLET 07/31/2014 (07/14) Balance 503.05.00.21.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500215713:.00 .00 .00
5030500235713
PRINT MATERIALS - REFERENCE 07/31/2014 (07/14) Balance 503.05.00.23.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500235713:.00 .00 .00
5030500265713
PRINT MATERIALS - SERIALS 07/31/2014 (07/14) Balance 503.05.00.26.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
CITY OF MUSKEGO Detail Ledger - Library Trust & WCFLS Page: 5
Period: 08/14 - 08/14 Sep 03, 2014 10:49AM
Reference Account Debit Credit
Date Journal Number Payee or Description Number Amount Amount Balance
Total 5030500265713:.00 .00 .00
5030500355714
AUDIO VISUAL MATRL - DATA BASE 07/31/2014 (07/14) Balance 503.05.00.35.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500355714:.00 .00 .00
5030500365713
PRINT MATERIALS - YOUNG ADULT 07/31/2014 (07/14) Balance 503.05.00.36.5713 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500365713:.00 .00 .00
5030500365714
AUDIO VISUAL MATRL-YOUNG ADULT 07/31/2014 (07/14) Balance 503.05.00.36.5714 .00
08/31/2014 (08/14) Period Totals and Balance .00 * .00 * .00
YTD Encumbrance .00 YTD Actual .00 Total .00 YTD Budget .00 Unexpended .00
Total 5030500365714:.00 .00 .00
Number of Transactions: 12 Number of Accounts: 21 Debit Credit Proof
Total FEDERATED LIBRARY SYSTEM FUND: 1,194.29 507.79- 686.50
Number of Transactions: 12 Number of Accounts: 25 Debit Credit Proof
Grand Totals:1,194.29 507.79- 686.50
Report Criteria:
Actual Amounts
All Accounts
Summarize Payroll Detail
Print Period Totals
Print Grand Totals
Include FUNDs: 502,503
Page and Total by FUND
Include BALANCE SHEETs: None
All Segments Tested for Total Breaks
S73 W16663 Janesville Road Muskego, WI 53150
(262) 971-2100 www.cityofmuskego.org/library
Director’s Report
September, 2014
1. Summer Reading Recap:
a. Adult Summer Reading Program
105 adults participated and read a total of 620 books.
We solicited prizes from businesses and organizations in Waukesha and
Milwaukee County worth $1,376 and used $269 of Friends funding.
Prizes included a Kindle Fire, tickets to the Rep, the Florentine Opera,
Next Act Theatre, Wehr Nature Center, Waukesha County Museum, and
many more.
b. Young Adult Summer Reading Program
88 teens participated and read a total of 724 books.
We solicited prizes from businesses and organizations in Waukesha and
Milwaukee County worth $904.00 and used $253 of Friends funding.
Prizes included a Brew City Paintball extravaganza for sixteen, waterpark
passes from Chula Vista Resort in Wisconsin Dells for four, and numerous
gift cards.
The overnight lock-in program was a huge hit with the 24 participants.
YA programs drew 96 teens, and Amanda’s creative brainteaser activities
in the YA area engaged 193 participants.
c. Children’s Summer Reading Program
Over 700 children registered for the Summer Reading Program.
463 attended the big programs.
230 attended storytimes.
168 participated in the science programs for preschoolers.
109 participated in the science programs for school age children.
61 participated in the Muskego Chess Club’s weekly drop-in program.
136 came to Movie Tuesdays.
In all, 1167 children attended programs over the course of the summer.
S73 W16663 Janesville Road Muskego, WI 53150
(262) 971-2100 www.cityofmuskego.org/library
2. Building update: The City’s IT department is installing new public workstations
and catalogs in the Library. The new computers are thin clients that run off of a
central server. This will make it easier to provide timely software updates. Work
has also begun on the Library’s lighting project.
3. Staff update: Christi Sommerfeldt is the Library’s new Children’s Librarian and
Heather Ziolecki is a new Library Aide. Circulation Supervisor Linda Brown will
be attending a library circulation conference in Madison in early October.
4. Marketing update: The Library staffed a table at Muskego’s National Night Out
last month. Circulation Supervisor Linda Brown promoted Library services and
distributed information about library card registration. The Library has several
upcoming programs, which were promoted via electronic newsflashes, through
the creation and distribution of press releases, signage in the Library, and notices
through social media. Children’s Librarian Christi Sommerfeldt and Young Adult
Librarian Amanda Hyland made contact with the school district regarding various
collaboration opportunities.
5. WCFLS Trustee Dinner: The Waukesha County Federated Library System will
be hosting its 13 annual dinner to honor Library Trustees and Friends on
Wednesday, October 1. Invitations have been mailed to all Library Board
members.
6. Employee Anniversaries in September:
2 years Elke Saylor, Head of Public Services
2 years Samantha Stark, Adult Librarian
JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC Through Aug
Checkouts
2013 22,457 20,026 22,911 22,688 20,634 23,978 28,079 23,746 21,195 22,681 20,240 18,913 184,519
2014 22,740 20,401 23,454 21,771 20,257 25,096 29,243 24,712 187,674
% Change 1.3%1.9%2.4%-4.0%-1.8%4.7%4.1%4.1%1.7%
Self-Check Percentage of Total Circ
2013 4.6%4.5%7.8%15.5%14.8%19.2%18.4%26.0%28.6%26.8%26.1%25.4%14.2%
2014 27.1%25.6%30.0%30.2%29.9%34.2%34.5%36.1%31.3%
% Change 493.9%463.6%284.8%94.7%102.3%78.0%87.5%38.8%119.8%
eBook Checkouts
2013 812 773 1,014 948 879 894 952 932 951 1,053 1,024 1,115 7,204
2014 1,212 1,012 1,165 1,134 1,006 1,114 1,191 1,058 8,892
% Change 49.3%30.9%14.9%19.6%14.4%24.6%25.1%13.5%23.4%
Visitors
2013 10,962 10,138 11,155 10,985 10,220 10,393 13,822 10,767 10,108 11,029 11,374 7,759 88,442
2014 10,104 10,147 12,573 11,083 9,413 12,290 13,327 11,492 90,429
% Change -7.8%0.1%12.7%0.9%-7.9%18.3%-3.6%6.7%2.2%
Reference Count
2013 1,658 1,272 1,636 1,657 1,651 1,367 1,357 1,476 1,580 1,770 1,277 1,361 12,074
2014 1,542 1,492 1,781 1,412 1,160 1,194 1,418 1,446 11,445
% Change -7.0%17.3%8.9%-14.8%-29.7%-12.7%4.5%-2.0%-5.2%
Meeting Room Use
2013 108 125 122 125 103 81 100 52 72 116 98 84 816
2014 88 95 104 91 76 73 102 58 687
% Change -18.5%-24.0%-14.8%-27.2%-26.2%-9.9%2.0%11.5%-15.8%
Monthly Statistics for Muskego Public Library 2014
S73 W16663 Janesville Road Muskego, WI 53150
(262) 971-2100 www.cityofmuskego.org/library
TO: LIBRARY BOARD
FROM: PETE LOEFFEL, LIBRARY DIRECTOR
SUBJECT: ALA’S LIBRARY BILL OF RIGHTS AND FREEDOM TO READ STATEMENTS
DATE: SEPTEMBER 11, 2014
CC:
The American Library Association’s Library Bill of Rights and Freedom to Read
documents are statements of principle expressing the rights of library users to the
freedom of information and how libraries should strive to provide information and
service. I would recommend that the Library Board endorse these statements and affirm
its commitment to providing wide-ranging and equitable services to the community.
Library Bill of RightsLibrary Bill of RightsLibrary Bill of RightsLibrary Bill of Rights
The American Library Association affirms that all libraries are forums for
information and ideas, and that the following basic policies should guide
their services.
I. Books and other library resources should be provided for the
interest, information, and enlightenment of all people of the
community the library serves. Materials should not be
excluded because of the origin, background, or views of
those contributing to their creation.
II. Libraries should provide materials and information
presenting all points of view on current and historical issues.
Materials should not be proscribed or removed because of
partisan or doctrinal disapproval.
III. Libraries should challenge censorship in the fulfillment of
their responsibility to provide information and
enlightenment.
IV. Libraries should cooperate with all persons and groups
concerned with resisting abridgment of free expression and
free access to ideas.
V. A person’s right to use a library should not be denied or
abridged because of origin, age, background, or views.
VI. Libraries which make exhibit spaces and meeting rooms
available to the public they serve should make such facilities
available on an equitable basis, regardless of the beliefs or
affiliations of individuals or groups requesting their use.
Adopted June 19, 1939.
Amended October 14, 1944; June 18, 1948; February 2, 1961; June 27,
1967; and January 23, 1980;
inclusion of “age” reaffirmed January 23, 1996, by the ALA Council.
1
THE FREEDOM TO READ
The freedom to read is essential to our democracy. It is continuously under attack. Private groups and
public authorities in various parts of the country are working to remove or limit access to reading
materials, to censor content in schools, to label “controversial” views, to distribute lists of “objectionable”
books or authors, and to purge libraries. These actions apparently rise from a view that our national
tradition of free expression is no longer valid; that censorship and suppression are needed to counter
threats to safety or national security, as well as to avoid the subversion of politics and the corruption of
morals. We, as individuals devoted to reading and as librarians and publishers responsible for
disseminating ideas, wish to assert the public interest in the preservation of the freedom to read.
Most attempts at suppression rest on a denial of the fundamental premise of democracy: that the ordinary
individual, by exercising critical judgment, will select the good and reject the bad. We trust Americans to
recognize propaganda and misinformation, and to make their own decisions about what they read and
believe. We do not believe they are prepared to sacrifice their heritage of a free press in order to be
“protected” against what others think may be bad for them. We believe they still favor free enterprise in
ideas and expression.
These efforts at suppression are related to a larger pattern of pressures being brought against education,
the press, art and images, films, broadcast media, and the Internet. The problem is not only one of actual
censorship. The shadow of fear cast by these pressures leads, we suspect, to an even larger voluntary
curtailment of expression by those who seek to avoid controversy or unwelcome scrutiny by government
officials.
Such pressure toward conformity is perhaps natural to a time of accelerated change. And yet suppression
is never more dangerous than in such a time of social tension. Freedom has given the United States the
elasticity to endure strain. Freedom keeps open the path of novel and creative solutions, and enables
change to come by choice. Every silencing of a heresy, every enforcement of an orthodoxy, diminishes
the toughness and resilience of our society and leaves it the less able to deal with controversy and
difference.
Now as always in our history, reading is among our greatest freedoms. The freedom to read and write is
almost the only means for making generally available ideas or manners of expression that can initially
command only a small audience. The written word is the natural medium for the new idea and the untried
voice from which come the original contributions to social growth. It is essential to the extended
discussion that serious thought requires, and to the accumulation of knowledge and ideas into organized
collections.
We believe that free communication is essential to the preservation of a free society and a creative culture.
We believe that these pressures toward conformity present the danger of limiting the range and variety of
inquiry and expression on which our democracy and our culture depend. We believe that every American
community must jealously guard the freedom to publish and to circulate, in order to preserve its own
freedom to read. We believe that publishers and librarians have a profound responsibility to give validity
to that freedom to read by making it possible for the readers to choose freely from a variety of offerings.
The freedom to read is guaranteed by the Constitution. Those with faith in free people will stand firm on
these constitutional guarantees of essential rights and will exercise the responsibilities that accompany
these rights.
2
We therefore affirm these propositions:
1. It is in the public interest for publishers and librarians to make available the widest diversity of views
and expressions, including those that are unorthodox, unpopular, or considered dangerous by the
majority.
Creative thought is by definition new, and what is new is different. The bearer of every new thought is
a rebel until that idea is refined and tested. Totalitarian systems attempt to maintain themselves in
power by the ruthless suppression of any concept that challenges the established orthodoxy. The
power of a democratic system to adapt to change is vastly strengthened by the freedom of its citizens
to choose widely from among conflicting opinions offered freely to them. To stifle every
nonconformist idea at birth would mark the end of the democratic process. Furthermore, only through
the constant activity of weighing and selecting can the democratic mind attain the strength demanded
by times like these. We need to know not only what we believe but why we believe it.
2. Publishers, librarians, and booksellers do not need to endorse every idea or presentation they make
available. It would conflict with the public interest for them to establish their own political, moral, or
aesthetic views as a standard for determining what should be published or circulated.
Publishers and librarians serve the educational process by helping to make available knowledge and
ideas required for the growth of the mind and the increase of learning. They do not foster education by
imposing as mentors the patterns of their own thought. The people should have the freedom to read
and consider a broader range of ideas than those that may be held by any single librarian or publisher
or government or church. It is wrong that what one can read should be confined to what another thinks
proper.
3. It is contrary to the public interest for publishers or librarians to bar access to writings on the basis of
the personal history or political affiliations of the author.
No art or literature can flourish if it is to be measured by the political views or private lives of its
creators. No society of free people can flourish that draws up lists of writers to whom it will not listen,
whatever they may have to say.
4. There is no place in our society for efforts to coerce the taste of others, to confine adults to the
reading matter deemed suitable for adolescents, or to inhibit the efforts of writers to achieve artistic
expression.
To some, much of modern expression is shocking. But is not much of life itself shocking? We cut off
literature at the source if we prevent writers from dealing with the stuff of life. Parents and teachers
have a responsibility to prepare the young to meet the diversity of experiences in life to which they
will be exposed, as they have a responsibility to help them learn to think critically for themselves.
These are affirmative responsibilities, not to be discharged simply by preventing them from reading
works for which they are not yet prepared. In these matters values differ, and values cannot be
legislated; nor can machinery be devised that will suit the demands of one group without limiting the
freedom of others.
3
5. It is not in the public interest to force a reader to accept the prejudgment of a label characterizing any
expression or its author as subversive or dangerous.
The ideal of labeling presupposes the existence of individuals or groups with wisdom to determine by
authority what is good or bad for others. It presupposes that individuals must be directed in making up
their minds about the ideas they examine. But Americans do not need others to do their thinking for
them.
6. It is the responsibility of publishers and librarians, as guardians of the people’s freedom to read, to
contest encroachments upon that freedom by individuals or groups seeking to impose their own
standards or tastes upon the community at large; and by the government whenever it seeks to reduce
or deny public access to public information.
It is inevitable in the give and take of the democratic process that the political, the moral, or the
aesthetic concepts of an individual or group will occasionally collide with those of another individual
or group. In a free society individuals are free to determine for themselves what they wish to read, and
each group is free to determine what it will recommend to its freely associated members. But no group
has the right to take the law into its own hands, and to impose its own concept of politics or morality
upon other members of a democratic society. Freedom is no freedom if it is accorded only to the
accepted and the inoffensive. Further, democratic societies are more safe, free, and creative when the
free flow of public information is not restricted by governmental prerogative or self-censorship.
7. It is the responsibility of publishers and librarians to give full meaning to the freedom to read by
providing books that enrich the quality and diversity of thought and expression. By the exercise of this
affirmative responsibility, they can demonstrate that the answer to a “bad” book is a good one, the
answer to a “bad” idea is a good one.
The freedom to read is of little consequence when the reader cannot obtain matter fit for that reader’s
purpose. What is needed is not only the absence of restraint, but the positive provision of opportunity
for the people to read the best that has been thought and said. Books are the major channel by which
the intellectual inheritance is handed down, and the principal means of its testing and growth. The
defense of the freedom to read requires of all publishers and librarians the utmost of their faculties,
and deserves of all Americans the fullest of their support.
We state these propositions neither lightly nor as easy generalizations. We here stake out a lofty claim for
the value of the written word. We do so because we believe that it is possessed of enormous variety and
usefulness, worthy of cherishing and keeping free. We realize that the application of these propositions
may mean the dissemination of ideas and manners of expression that are repugnant to many persons. We
do not state these propositions in the comfortable belief that what people read is unimportant. We believe
rather that what people read is deeply important; that ideas can be dangerous; but that the suppression of
ideas is fatal to a democratic society. Freedom itself is a dangerous way of life, but it is ours.
4
This statement was originally issued in May of 1953 by the Westchester Conference of the American
Library Association and the American Book Publishers Council, which in 1970 consolidated with the
American Educational Publishers Institute to become the Association of American Publishers.
Adopted June 25, 1953; revised January 28, 1972, January 16, 1991, July 12, 2000, June 30, 2004, by the
ALA Council and the AAP Freedom to Read Committee.
A Joint Statement by:
American Library Association
Association of American Publishers
Subsequently endorsed by:
American Booksellers Foundation for Free Expression
The Association of American University Presses, Inc.
The Children’s Book Council
Freedom to Read Foundation
National Association of College Stores
National Coalition Against Censorship
National Council of Teachers of English
The Thomas Jefferson Center for the Protection of Free Expression
S73 W16663 Janesville Road Muskego, WI 53150
(262) 971-2100 www.cityofmuskego.org/library
TO: LIBRARY BOARD
FROM: PETE LOEFFEL, LIBRARY DIRECTOR
SUBJECT: STANDARDS OF PATRON SERVICE
DATE: SEPTEMBER 11, 2014
CC:
The Standards of Patron Service document was created to give an outline of the service
standards that the Library strives to achieve while serving the community. I would
recommend that the Library Board adopt these standards for staff to show its
commitment towards providing high-quality, professional service.
Standards of Patron Service
Take responsibility for upholding the confidentiality of records and
ALA’s Bill of Rights of all patrons
Assist patrons without questioning reasons for needing specific materials or
information.
Maintain patron confidentiality regarding personal information requests or borrowing
information.
Take responsibility for knowing, understanding, and correctly
implementing library policies
Know and follow library policies
Handle complaints with dignity, poise and an open mind. Notify the supervisor when
appropriate.
If not sure about a policy, make a point to get the correct answer.
Consistently and in a timely manner, read minutes of meetings, memos, email and other
communications.
Be familiar with emergency procedures, procedure changes, etc.
Learn technology needed for your job duties.
Be familiar with and follow the Employment Policy Handbook.
Take responsibility for being at your workstation when scheduled
Be ready to begin work activities at your scheduled arrival time.
Allow time for transition of duties at shift change.
Complete your work shift before preparing to leave.
Take responsibility for creating a cooperative work environment
Work actively to blend differing work styles of staff for fair and courteous trea tment,
cooperative problem solving and conflict resolution.
Be flexible in adapting to scheduling, workloads, and work flow.
Offer assistance or instruction to improve a co-worker’s skills, and tactfully offer the
correct information to that person.
Make a positive contribution to working out solutions. Seek and provide assistance to
others by offering suggestions or alternatives, as the situation warrants.
Complete assignments on time, offering assistance to those who might need help in
meeting their commitments.
Communicate an impending missed deadline to those who may be affected.
Ask for further clarification if instructions are unclear to you.
Take responsibility for exhibiting respect for all patrons and co-
workers
Acknowledge patrons and co-workers equally, without regard to race, color, religion,
gender, sexual orientation, and nation of origin, disability, age, ancestry or any other
characteristics.
Be non-judgmental about a person’s abilities in literacy, cultural literacy or techn ical
skills.
Serve all patrons and co-workers by providing equal access to all services and
information.
Take responsibility for helping create a welcoming atmosphere in the
Library
Greet all patrons and co-workers politely, pleasantly and sincerely.
Smile and make eye contact with patrons and co-workers.
Maintain a friendly manner with all patrons and co-workers.
Informally check with patrons and offer assistance as appropriate.
Take responsibility for making each patrons’s call or visit to the
Library a high quality experience
Be aware of patrons needing assistance.
Even if busy assisting another patron, indicate to a waiting patron by voice or manner
that someone will be with them as soon as possible.
Immediately end conversations with co-workers when a patron approaches or when a
telephone rings.
When encountering a waiting patron, even if you are not scheduled at a service desk, go
out of your way to assist.
During busy times, ask co-workers for assistance at service desks when needed.
Take responsibility for effectively meeting the needs of patrons and
co-workers
Utilize other co-workers for assistance if unable to answer a question.
Cite sources of information given to a patron, or provide a reasonable referral when
appropriate.
When uncertain about the answer to a question, follow through so that you will be
prepared if asked the same question in the future, and share your findings with your co -
workers when appropriate.
Assist patrons or co-workers who ask for help in physically accessing materials.
Take responsibility to verify with patrons and co-workers that their
needs have been met.
Rephrase a request or question so that both you and the patron or co-worker are in
agreement as to what is needed.
Ask the patron or co-worker if their question has been fully answered or if they have
found what they were looking for.
Take responsibility to avoid communicating personal value judgments
when interacting with patrons and co-workers
Provide assistance without communicating negative jud gments about the patron or the
question.
Do not express negative opinions about patrons or co-workers at any time.
Take responsibility for being knowledgeable, courteous and
responsive when communicating with patrons and co-workers.
Be efficient and courteous when using the telephone and be responsible for directing
callers to someone who can answer their questions.
When responding to a patron’s call that is taking longer than anticipated, offer to return
the call, getting their name and phone number. If patron prefers to be placed on hold,
check back with them frequently.
Be knowledgeable about the features of the telephone system.
Check your e-mail at least once near the beginning of your shift.
Respond in a timely and friendly manner.
Use correct grammar.
Sign (or initial) and date all correspondence.