Here are some documents and reports to help you with the 2024 Annual Report for Public and Association Libraries to NY State.

• CollectConnect Archived Reports
• 2024 Annual Report Instructional Document
  Start here for an annotated version of the report with guidance and answers to some of the questions. Contact your CEFLS consultant or Michael Spofford (x112) for further assistance.
• Annual Report Login
• Draft of 2025 Survey and New Questions

• NY State Annual Report Page (where instructions and other information will be posted)
• Printable Blank Copy of 2024 Report

• Question 2.1, 2.2, 2.4, 2.5, 2.9, 2.10, 2.13, 2.14, 2.15: Item Type Report 2025
  • 2.13: Add Adult, Juvenile, and YA audio
  • 2.14: Add Adult, Juvenile, and YA video
  • 2.15: Add other materials and unknown
• Question 2.18, 2.19, 2.21: New Additions 2025
• Question 3.2-3.3: If you don’t have your patron borrower types split by resident, you can use the Patron Stat Class Report 2025
  It is no longer necessary to run reports in Horizon, but if you still wish to do so, you can use Instructions on running the Ad Hoc Reports in Horizon for patron questions or see a brief video breakdown here. The Monthly Report – Collection Snapshot includes number of patrons by borrower type and borrower stat code (such as resident/nonresident).
• Question 3.4-3.10: You can find example policies to base your own versions on here.
• Question 4.1, 4.2, 4.4, 4.5, 4.8, 4.9: Link to Item Type Checkout Reports 2025
  It is no longer necessary to run reports in Horizon, but if you still wish to do so, you can use Instructions on running the Ad Hoc Reports in Horizon for the circulation questions. The Monthly Report – Circulation Details report includes all necessary circulation information.
• Question 4.16-4.17: Requests Received and Provided 2025
• Question 5.2, 5.5, 5.8, 5.11, 5.14, 5.15, 5.17: Yes
• Question 5.18: No
• Question 5.19, 5.20, 5.21, 5.22: Downloadable Circulation Report 2025
• Question 12.7: $70 (for DueNorth) + any other Electronic Materials Expenditures you have

Additional Links:

• Minimum Standards Training Recording – https://cefls.org/minimum-standards
• NYSED DLD Helpful Information for Meeting Minimum Public Library Standards – https://nyslibrary.libguides.com/publiclibrarystandards
• NYSED DLD Handbook for Library Trustees of New York State – https://nyslibrary.libguides.com/Handbook-Library-Trustees
• NYLA Continuing Education – https://www.nyla.org/continuing-education-credit-information
• GALE NOVELny Training – https://support.gale.com/novelny/training
• Trustee Handbook Book Club Webinars (for trustee continuing education requirement) – https://midhudson.org/trustee-handbook-book-club-archive/
• Board Basics: Board/Director Relationship Webinar (for trustee continuing education requirements) – https://cefls.org/trustees/board-basics-board-director-relationship/
• Board Basics: Minimum Library Standards Webinar (for trustee continuing education requirements) – https://cefls.org/trustees/minimum-library-standards/
• Board Basics: Library Policies Webinar (for trustee continuing education requirements) – https://cefls.org/trustees/board-basics-library-policies/
• Board Basics: Intellectual Freedom Webinar (for trustee continuing education requirements) – https://cefls.org/trustees/board-basics-intellectual-freedom/
• Board Basics: Financial Fiduciary Responsibilities Webinar (for trustee continuing education requirements) – https://cefls.org/trustees/board-basics-financial-fiduciary-responsibilities/