1. January 18, 2007 Welcome to: Filing Your State Annual Report January 18, 2007 10:00 a.m. Cheryl Becker, South Central Library System

2. January 18, 2007 Don’t Panic! from IMDBIMDB

3. January 18, 2007 Annual Reports and Movies

4. January 18, 2007 Today’s Script Why we do Annual Reports Getting started and deadlines The online form Gathering the information you need Changes since last year Putting it all together

5. January 18, 2007 Why do I have to do an annual report? You should—it’s the law. Wisc. Stats. 43.58 (6) Library Board Powers and Duties Frankly, my dear, I don’t give a damn.

6. January 18, 2007 It’s the law! Wisc. Stats. 43.58 (6) “Within 60 days after the conclusion of the fiscal year... The library board shall make a report to the division and its governing body.... ” From IMDB

7. January 18, 2007 I coulda been a contender! Use the statistics from your report to be a contender. Statistics are powerful information to –Report to your board –Support budget requests –Assist with building/space planning –And more

8. January 18, 2007 Libraries reporting same things in same ways Lets you make comparisons: –Year to Year (compare your library to itself) –Library to Library (compare your library to other libraries) Wisconsin Public Library Statistics (http://dpi.wi.gov/pld/dm-lib-stat.html)http://dpi.wi.gov/pld/dm-lib-stat.html State statistics also reported at national level.

9. January 18, 2007 Tomorrow is another day... Start early. Read everything. Follow directions. Meet deadlines. Questions? Just ASK! From IMDBIMDB

10. January 18, 2007 Let’s not have a failure to communicate SCLS Public Library Annual Report page http://www.scls.info/management/annual/index.html Contains links to information from: –SCLSSCLS –DLTCLDLTCL –LINK [password required]

11. January 18, 2007 Who ya gonna call? Cheryl Becker –(608) 246-7973 –cbecker@scls.lib.wi.us Email list (scls-annreport) –http://lists.scls.lib.wi.us/mailman/listinfo/scls- annreporthttp://lists.scls.lib.wi.us/mailman/listinfo/scls- annreport LINK reports (for LINK libraries) Each other!

12. January 18, 2007 Who’s on first? READ the memos and instructions. Do you have Adobe Reader 7.0? –Check NOW! –If you don’t: For LINK workstations, call Automation Help Desk 608-266-6394 Complete a scratch paper copy. Complete the report online. Deadlines.

13. January 18, 2007 Start → Programs→Adobe Reader 7.0 Do you have Adobe Reader 7.0? Being prepared means never having to say you’re sorry

14. January 18, 2007 Go ahead, make my day: Let me know by February 15 that your report is ready for me to review. 2 printed signed copies due to me by February 22. (Other copies also required) From IMBD

15. January 18, 2007 You ain’t heard nothin’ yet: Pre-filled information Answer every question (unless allowed) Pay attention to directions and definitions Save/Return Variances Comments sections When (and when NOT) to “Submit”

16. January 18, 2007 Enter User Name and Password. Click Submit.

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23. Clicking on Submit locks your report

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25. Round up the usual suspects Part I (General Information): – You know this. Parts II (Collection) and III (Services): –Catalog reports –LINK reports (for LINK libraries) –Records you’ve kept (programs, etc.) Part IV (Library Board): –No sweat!

26. January 18, 2007 Show me the money Part V: Your 2006 Budget (Income): –Your records –Your municipality –www.scls.info/management/annual/memo.html has info about state funds, cross border funds, etc. paid to youwww.scls.info/management/annual/memo.html –Pay special attention to: Funds carried forward (6) All other operating income (7) 2007 LOCAL appropriation (9)

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28. Show me the money Part VI (Operating Expenses) Part VII (Capital Income and Expenses) Where to find: –Your records –Your municipality –www.scls.info/management/annual/index.htmlwww.scls.info/management/annual/index.html –Pay attention to the definitions! Line 7 of Part VI is important

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30. Cast of characters (& more money) Part IX (Staff): –You know who works for you! –As of the last day of 2006. –Include vacancies. –Read the directions. Part X (Other Funds): –Bank Statements –SCLS Holding accounts –Enter total funds; Attach a report of activity.

31. January 18, 2007 Toto was a nonresident Part XI (Loans to Nonresidents): –Circulation records –Circ by PSTAT reports (for LINK libraries) Circ to people outside your municipality. Determines your county reimbursements. From Wikipedia Toto, I don’t think we’re in Kansas anymore.

32. January 18, 2007 The end is in sight Part XII (Technology and Youth Services): –You should know this. –Some new questions here—do your best. Part XIII (Assurance of Compliance): –You should know this. –Be careful and honest. –Important for System membership. Part XIV (Signatures and date): –Board must sign approve and sign. –Timeline may require a special or rescheduled board meeting?

33. January 18, 2007 Last Minute Re-writes Section II (Collection): –Total book and serial volumes combined. –Number of book and serial titles eliminated. –Number of audio and video added. Section III (Services): –“Users of electronic resources” renamed “Users of public internet computers.”

34. January 18, 2007 More re-writes Section VII (Capital): –Rent. Section XI (Circ to Nonresidents): –Circ to nonresidents in adjacent counties. –Loan periods eliminated. Section XII (Technology and Youth Services): –Questions about youth programming.

35. January 18, 2007 Final rewrites Section XIII (Assurance of Compliance): –Addition: Director’s schedule—10 hours per week. State Aid Attachment eliminated.

36. January 18, 2007 Flashback Sequence Read everything Gather info Follow instructions Ask questions Meet deadlines Online form Board approval, signatures, copies to SCLS

37. January 18, 2007 That’s a wrap! Are you ready for your close-up?

38. January 18, 2007 Questions? Cheryl Becker 608-246-7973 cbecker@scls.lib.wi.us This could be the beginning of a beautiful friendship.

39. January 18, 2007 May the Force be with you!