Technical Services Librarian Templates

Technical Services Librarian Templates

There is a huge number of templates that someone in the Technical Services Librarian role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Technical Services Librarian. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Library Statistics Report
2. Collection Development Plan
3. Library Program Evaluation Form
4. Staff Meeting Agenda
5. Library Budget Proposal
6. Library Newsletter Template
7. Library Event Planning Checklist
8. Library User Survey
9. Library Staff Schedule
10. Library Annual Report

Reports

Reports are often prepared by a Technical Services Librarian to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Circulation Report
2. Collection Development Report
3. Reference Services Report
4. Interlibrary Loan Report
5. Database Usage Report
6. Technology Maintenance Report
7. Library Program Attendance Report
8. Equipment Inventory Report
9. Staff Training Report
10. Budget Expenditure Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Technical Services Librarian does and how they do it.

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Presentations

Technical Services Librarian presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Library Statistics Report
2. Library Program Evaluation
3. Collection Development Analysis
4. Technology Training Workshop Overview
5. Library Services Promotion

Legal Docs

There are several key times when a Technical Services Librarian needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Library Membership Agreement
2. Copyright Permission Request Form
3. Interlibrary Loan Agreement
4. Confidentiality Agreement
5. Technology Use Policy

Health & Safety Templates

Health & Safety templates for a Technical Services Librarian ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Staff Training Record Template

Calendars

Setting up Technical Services Librarian calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Staff Meeting Calendar
2. Program and Events Calendar
3. Collection Development Calendar
4. Training and Professional Development Calendar
5. Outreach and Community Engagement Calendar

Invoice Templates

Several types of Technical Services Librarian invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Subscription Invoice
2. Equipment Rental Invoice
3. Database Access Invoice
4. Training Workshop Invoice
5. Interlibrary Loan Invoice

Survey Templates

For a Technical Services Librarian to get insights related to the work they do, they need to send out Technical Services Librarian surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. User Satisfaction Survey
2. Library Program Evaluation Survey
3. Collection Development Survey
4. Technology Needs Assessment Survey
5. Reference Services Feedback Survey

Meeting Agendas

Having premade Technical Services Librarian meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Collection Development Meeting
3. Technology Committee Meeting
4. Outreach and Programming Meeting
5. Reference and Research Services Meeting

Budget Templates

To manage finances well, a Technical Services Librarian would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Operating Budget Template
2. Staffing Budget Template
3. Collection Development Budget Template
4. Technology and Equipment Budget Template
5. Programming and Events Budget Template

Dashboards

Dashboards are a useful way for a Technical Services Librarian to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Usage Dashboard
2. Collection Analysis Dashboard
3. User Engagement Dashboard
4. Technology Performance Dashboard
5. Resource Allocation Dashboard

Proposal Templates

For bidding or requesting work, a Technical Services Librarian needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Technology Upgrade Proposal
2. Digital Resource Subscription Proposal
3. Library Space Renovation Proposal
4. Staff Training and Development Proposal
5. Community Outreach Program Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Technical Services Librarian templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.