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Super Library Marketing: Practical Tips and Ideas for Library Promotion

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6 Simple Steps to Create the Most Important Asset in Your Library Promotional Arsenal: A Powerful Library Brand Style Guide [ARTICLE]

Photo courtesy Cincinnati and Hamilton County Public Library

Every time I see a misaligned pink square on top of blue and white plaid, my heart skips a beat.

I realize that may be the weirdest sentence I’ve ever posted to this blog but hear me out.

I am a die-hard fan of Bath and Body Works.

The bath gels, the body lotions, the candles, the hand soap. There is a scent for every season, every mood, every situation.

No, they did not pay me to say this. (But if anyone from Bath and Body Works ever reads this blog, I am willing to work as an influencer.๐Ÿ˜Š)

Bath and Body Works has a strong, recognizable brand. They don’t want you to just buy their products one time. They want you to come back, again and again. They know a strong brand style that is recognizable across all platforms is key to creating a relationship with their customers.

You want that for your library. You want your community to recognize the promotional materials you make. When someone sees a sign or a social media post or a video, you want them to know that it comes from your library without having to see your libraryโ€™s name or logo anywhere in the brand.

Building a library brand takes consistency. And to remain consistent when multiple departments and staff members create graphics, social media posts, posters, and other promotional materials, your library needs to create a brand style guide.

A brand style guide will clearly define the look and tone of marketing materials. It saves staff time. It will be used by staff when creating graphics and writing text. Most importantly, it will ensure your libraryโ€™s marketing is recognizable.

Hereโ€™s a step-by-step guide for creating your library’s brand style guide. Scroll to the bottom of this post for examples of library brand style guidelines.

Grounding statements

Begin your document by centering your libraryโ€™s brand on the guiding principles of your organization. Remind your staff of your core mission. You want to explain the importance of this work and create buy-in for your style guide.

  • Set the tone with your mission, vision, and values statement.
  • Include a sentence or two that positions your libraryโ€™s strategy, personality, and customer service principles.
  • Define your libraryโ€™s personality. Do you want people to think of you as authoritative and resilient? Whimsical and conversation? Warm and welcoming?
  • List the perceptions your library is trying to avoid, like boring, traditional, formal, or pretentious.

Logo use

Emphasize the proper use of your logo across all platforms, including print and digital.

  • Define space rules, including the use of white space in relation to the logo.
  • Set the acceptable color variations for your logo.
  • List the minimum logo sizes, including pixels, print proportions, and aspect ratios.

Colors

Your color palette is the tangible component of your brand that people notice first. Color increases brand recognition up to 80 percent. Your colors also play a significant role in how your library’s brand is perceived.

  • Include the RGB, CMYK, Hex Code, and Pantone versions of your color palette.
  • List the shades of your color palette which are acceptable for use, including those variations required for accessibility on digital screens.
  • Include color contrast requirements for print and digital screens, keeping accessibility in mind.

Typography

Like color, the fonts your library chooses are a visual cue about your brand. Your fonts should tie all communications together, from your website to print promotions. It’s important to set clear guidelines for the use of fonts.

  • List the styles, sizes, and weights that can be used. Be sure to include instructions on acceptable fonts for headers, copy, and footers or fine print.
  • Include acceptable variations on fonts, if the font is unavailable in a particular piece of creative software.
  • Set guidelines concerning spacing to maintain a consistent style when font size changes.

Tone and text

This section is important to maintain a consistent brand through all the text written for your library promotions. These guidelines will ensure people recognize the copy is coming from your library, no matter who is doing the writing.

  • Outline your preferred word and sentence length. Shorter words and sentences are easier to read and will speed up the tempo of your message. Longer words and sentences will require your audience to do more in-depth thinking but may also be more nuanced.
  • List the jargon or library terms that staff members should use. This includes terminology for how you will refer to patrons, non-cardholders, staff, branches, and your branded names for services.
  • Determine the acceptable terminology for equity, diversity, and inclusion. Set guidelines for the use of gendered pronouns, ability, and references to racial and ethnic groups within your community.
  • Set your grammar guidelines. Will you use contractions? Will you allow prepositions? What grammar rules will you keep sacred, and which can be broken?

Images

In this section, youโ€™ll give anyone creating promotional materials for your library the rules they need to find graphics, photos, and artwork that represent your library.

  • Set standards for the proper size, style, and composition of images for social media, email, digital signs, print, video, and your libraryโ€™s website.
  • List approved image sources, including a list of websites that provide free stock photos and images. Here are ten websites to help build out your list.
  • Include clear guidelines on diversity representation to ensure staff use images that accurately represent your community.
  • Incorporate guidance on the use of graphics, GIFs, and memes.

Library Brand Style Guide Examples

Does your library have a brand style guide that you’re willing to share? Email ahursh@ebsco.com and I’ll add yours to the list.


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Call It What It Is: Toledo Public Library Explains Their New Brand Strategy

How to Pick Amazing Library Marketing Swag That People Will Love AND Build Brand Awareness and Loyalty For Your Library!

Latest Book Review

The 1619 Project by Nikole Hannah-Jones

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Is It Ever Okay to Hide Negative Comments on My Library’s Social Media Pages? How to Handle Trolls!

Watch Now

The Library Marketingโ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹ Show, Episode 142: In this episode, we’ll answer a viewer’s question.

Jennifer says her library has some followers that regularly comment on their posts, but never say anything positive. She wants to know how to handle those repeated negative commenters.

Kudos in this episode go to the Fremont Area District Library. Watch to see why they are being recognized.

Do you have a suggestion for a topic for a future episode? Want to nominate someone for kudos? Let me know in the comments. And subscribe to this series to get a new video tip for libraries each week.

Thanks for watching!


Subscribe to this blog and youโ€™ll receive an email every time I post. To do that, enter your email address and click on the โ€œFollowโ€ button in the lower left-hand corner of the page.

3 Promotional Goals to Re-engage Inactive Cardholders and Get Them to Use the Library MORE Than Before the Pandemic!

Photo courtesy Cincinnati and Hamilton County Public Library

Libraries spend a lot of time focused on getting people to sign up for a library card–particularly during summer. That’s a worthy promotional goal. Imagine how great the world would be if everyone had a library card!

But we often take our current cardholders for granted. We assume that once a person has gone through the trouble of signing up for a library card, they’ll use it.

The first reports on the exact statistical impact of the pandemic on library use will come out this fall. But I’m not willing to wait that long to address this issue. Every single library I work with tells me circulation, database use, program attendance, and overall visits are down.

Many libraries are trying to build our use and circulation stats back to their pre-pandemic levels. But I think we can do better. We can get more people to use the library now than before the pandemic.

How do we do that? With a focused plan to re-engage our current cardholders.

Re-engaging our disconnected users makes strategic and business sense for libraries. Our friends in the retail business have a secret: They know it costs five times as much money to obtain a new customer than to convince a current customer to buy more.

For libraries, this means it takes us five times more energy and resources to build our cardholder base than it does to get our current cardholders to use the library more often.

Summer reading is the perfect time to re-engage cardholders. It is your libraryโ€™s biggest opportunity to build momentum that lasts throughout the year.

Here are three promotional goals that every library should have this summer to reconnect with current cardholders and get them to use the library more.

Goal #1: Get an email address from every single cardholder.

Did you know that 99 percent of people check their email at least once a day? How many times have you said, โ€œI wish we had one way to reach our community.โ€ Emails are how you do it! They are the absolute most effective way to promote your library.

People expect to be marketed to by your organization. You are not spamming anyone. You are informing, educating, and entertaining the community. And you are making certain they remember they have access to your resources, which they pay for with their tax dollars.

How do you go about getting emails from current cardholders? Ask. Every time someone checks out, look to see if theyโ€™ve included an email address in their cardholder profile. If not, ask for one!

Check cardholder profiles before you put books on the holds shelf or pull together items for curbside. If the cardholder doesnโ€™t have an email on file, slip a bookmark into their holds asking them to share their email address using an online form or by calling the reference desk.

Your library can also use social media to gather email addresses. Schedule regular posts with a link for an online form or an opt-in page on your website. Youโ€™ll want to make it as easy as possible for your community members. That’s the best way to build your subscriber list.

Goal #2: Onboard current library cardholders.

Normally, onboarding is the process of introducing your new cardholders to the resources available at your library. But it is also an effective tool for re-engaging cardholders. This is especially true as we rebuild after two years of COVID separation from our community. 

The most effective way to onboard an existing cardholder is through email. Your library should create a series of emails sent to cardholders once a week for four weeks. Those emails will re-introduce your cardholders to the best features of your library. It will inspire them to use their cards again.

To create your onboarding campaign, youโ€™ll make two lists. The first will be for the most popular resources at your library. This could include things like your Makerspace, popular storytimes, laptop terminals, or your extensive e-book collection.

Next, make a list of your libraryโ€™s hidden treasures. These may be items or services that you know will solve problems for your community. This list should include things that are unique to your library, like online Homework Help, your small business resources, your vast historical resources, or your โ€œlibrary of things.โ€

Finally, look at the two lists youโ€™ve created and narrow your focus. You want to highlight the best and most helpful things at your library without overwhelming your recipients. Choose to promote one resource from your list of popular items and one from your list of hidden library treasures for each of the onboarding emails you send.

Goal #3: Upsell at every opportunity.

Whenever possible, your library staff should suggest other services, collection items, and programs to the people they encounter.

Teach staff to pay attention to context clues. Then upsell another collection item, service, or program based on what the staff observes.

For example, is the patron standing at the checkout a young father with two small children and an armload of picture books? Pull a take and make craft kit off the shelf and suggest that that dad subscribes to your YouTube channel, where you have videos explaining how to finish the crafts.

If a community member asks for help finding a resource for her small business, make sure she knows about your co-working spaces, your entrepreneur book club, and your LinkedIn profile.

When a patron registers for a cooking class, hand them a bookmark with a list of recommended cookbooks and show them how to access the Cooking Fundamentals series on Kanopy.

To help your staff spot opportunities for upselling, it may help to create a flow chart or graphic to illustrate the connections between everything your library offers. You can even make a game to encourage participation by staff members.

Ask staff to keep track of the number of times they upsell to a patron. You might even use a log, like your summer reading log, to help with tracking. The top upsellers win a prize at the end of the summer. And your library wins by increasing awareness of services and use.


Read These Articles Too!

Your Summer Reading Challenge: How Your Library Can Use Big Events To Gather Compelling Content for Promotions During the Rest of the Year

Rebuild Your Summer Reading Program! Here Are Ten Tips To Boost Participation This Year

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Twitter is Sold! What Does This Mean For Your Library’s Social Media Marketing? [VIDEO]

Watch Now

The Library Marketingโ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹ Show, Episode 141

In this episode, we’ll talk about the news that Elon Musk purchased Twitter. What does this mean for your library’s social media strategy? I’ll share three things that might happen under Musk’s ownership of the platform. Plus, I’ll show you the one thing you can do right now to make sure your communication path with your community is clear no matter what happens to Twitter.

Kudos in this episode go to the LA Public Library. Watch the video to see why they’re being recognized.

Do you have a suggestion for a topic for a future episode? Want to nominate someone for kudos? Let me know in the comments. And subscribe to this series to get a new video tip for libraries each week.

Thanks for watching!


Subscribe to this blog and youโ€™ll receive an email every time I post. To do that, enter your email address and click on the โ€œFollowโ€ button in the lower left-hand corner of the page.

Your Library Should COMPLETELY Ignore These 4 Pieces of Promotional Advice! Plus What To Do Instead for Real Results. [ARTICLE]

Photo courtesy Cincinnati and Hamilton County Public Library

We live in a world full of advice.

We get tips (whether we ask for them or not!) on health, fashion, finance, work, and family nearly every day.

According to the Oxford Dictionary, the word advice means “guidance or recommendations offered with regard to prudent future action.” Personally, I will take all the help I can get for prudent future action!

There are a lot of blogs, videos, and newsletters that contain vast amounts of promotional advice. Some of it is valuable. And some of it is hogwash.

I’ve worked with libraries for nine years and in the communications field for another 20 years before that. One good thing about working in this field for so long is I can now identify the marketing advice that simply does not work for my library friends. In some cases, that bad advice has the potential to harm library promotional efforts.

๐Ÿ‘‰Ignore this: “You need to go viral.”ย 

Your library should not pursue the goal of going viral with anything. Libraries are about community. They must focus on making personal connections with the people who use and fund them.

When you focus on going viral, you do so at the expense of creating relationships with the people in your local community who need you. And frankly, you need them too.

Going viral is a fluke, not a real goal. It’s like winning the lottery. It happens rarely and randomly. And your library won’t reap any lasting benefits from the exposure.

๐Ÿ‘Do this instead:ย Create engaging content that speaks to YOUR audience.

If you want to break through the noise and become a subconscious part of your cardholdersโ€™ thought process, you must do two things.

The first is to segment your patrons based on their hopes, dreams, needs, and wants. This works particularly well for promotions by email and for social media posts.

Then, you should weave storytelling into your promotions. Stories create emotion and make your promotions more memorable to readers and listeners. Here’s a great example of how one library staffer used stories to change the public’s perception of her library.

Stories also help your library explain your services in a less clinical way. They demonstrate your value and relevance in real, tangible ways that your audience will relate to.

๐Ÿ‘‰Ignore this: “All you have to do is share good content and your audience will find it.”

Your library is creating engaging, entertaining, and informative videos, blog posts, emails, and print pieces. So why isn’t anyone seeing them?

Creating content is only half the job. This blog is a great example. My posts and videos don’t get much traction until I send an email to my readers and post a link on my social media channels.

๐Ÿ‘ย Do this instead: Have a distribution plan for your promotions.

The Marketing Rule of 7 states that a prospect needs to hear or see your library’s message at least seven times before theyโ€™ll take an action like register for an event, download an eBook, or use a service.

For your library, the Marketing Rule of 7 means itโ€™s important to publish content on various platforms and in multiple formats. This will allow your library to reach your entire target audience.

Marketing expert Andrew Davis gives good advice that you can trust! He taught me how to use a tiered strategy–which means that you publish content and then promote it one area at a time, overlapping your amplification efforts.

For example, let’s say you write and publish a blog. You promote it on Facebook. A few days later, you promote it on Twitter. A few days later, you include a blurb and a link in your email newsletter.

With a distribution plan, the work you put into creating that content will reach a wider audience over a longer period of time and get more engagement.

๐Ÿ‘‰Ignore this: “You must increase your social media follower count.”ย 

It doesn’t matter how many followers your library has on social media. The algorithm decides when and where your libraryโ€™s organic posts are shown.

I know of libraries that have tens of thousands of followers but suffer from lackluster engagement. And I know of libraries with hundreds of followers who get high engagement.

And the difference between those two kinds of libraries is the content of their posts. Successful libraries post content that gets likes, comments, and shares. Those three actions will determine the success of your library on any social media platform, no matter how many followers you have.

๐Ÿ‘ย Do this instead: Focus on creating posts that serve your audience.

Look at your insights on each of the platforms to which your library posts. Your audience will be different for every platform. Make a list of the different audiences.

Then, focus your content on serving that available audience. And this may mean you have to pull back on posting to certain platforms. That’s okay!

Focus your energy and resources on creating engaging posts that help your library reach its overall goals. Quality posts will always be better for your library than a high quantity of posts.

๐Ÿ‘‰Ignore this: “There’s a new social media platform or feature that you HAVE to use!”

Twitter Spaces, Snapchat, Clubhouse, TikTok, Reels… the list of new social media platforms and fancy new features increases every day.

Libraries have limited time and energy. But we feel immense pressure to take advantage of these new features and platforms.

We (understandably) fear missing out on a chance to reach a new audience. And we fear missing out on a chance to prove our modernity and relevance.

๐Ÿ‘ย Do this instead: Claim your domain. Then make decisions based on your library’s goals.

If a new social media platform emerges, it’s important to claim a domain for your library. Make an account and create a handle that matches your other social media platform handles. This prevents nefarious dealers from masquerading as your library.

Next, take a step back and decide if your audience is on the platform. You may need to track the platform for several months to see what kind of audience it builds. Then, you can decide whether that audience is one you need to reach.

You must also think about whether your current library strategy aligns with the platform or feature. For example, if you don’t have the time or resources to shoot and edit short video clips, a platform like TikTok or a feature like Instagram Reels is not an effective use of your time.

Finally, consider your resources. You may not have the staff or time to manage another account or use another feature now. And that’s okay!


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Maybe the Biggest Lesson for Libraries from Content Marketing World: Why Broad isย Flawed!

The Top Four Reasons To Use Content Marketing To Promote Your Library on Everyย Platform

Angela’s Latest Book Review

Let’s Not Do That Again by Grant Ginder

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Big News About TikTok and Instagram Plus the Pros and Cons of a New Study About the Best Times To Post to Each Platform: New Social Media Updates for Libraries [VIDEO]

The Library Marketingโ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹ Show, Episode 140: In this episode, we’ll share three HUGE pieces of news in the social media world. Libraries will want to hear about these and think about how they affect their work.

The updates include news about TikTok and Instagram, as well as a major report about the best times to post on all the major platforms.

Kudos in this episode go to the Brighton Public Library. Watch the video to see why they’re being recognized.

Do you have a suggestion for a topic for a future episode? Want to nominate someone for kudos? Let me know in the comments. And subscribe to this series to get a new video tip for libraries each week.

Thanks for watching!


Subscribe to this blog and youโ€™ll receive an email every time I post. To do that, enter your email address and click on the โ€œFollowโ€ button in the lower left-hand corner of the page.

A Library Staffer Reveals the Secret Formula for Connecting With and Entertaining Patrons. (Spoiler Alert: Itโ€™s a Podcast!) [ARTICLE]

Photo courtesy Cincinnati and Hamilton County Public Library digital collection

At nearly every conference I attend, there is a session on podcasting for libraries. And no wonder, as podcasting has the cost of producing episodes has declined while listenership has skyrocketed.

57 percent of Americans have listened to a podcast, according to a study conducted by Edison Research and Triton Digital. That same study found that the number of people who listen to a podcast has grown nearly 30 percent since 2018.

Dylan Posa works for the Lebanon Public Library in Ohio, which is located about 29 miles to the northeast of my home. We met at the Southwest Ohio and Neighboring Libraries Summer Planning Conference in January, where Dylan was presenting a session on podcasting.

The idea for LPLCast was born in the first days of the pandemic. โ€œWhen our library shut down in March of 2020, the Director tasked each member of the staff to find ways that we could continue to reach our patrons and community while the doors were closed,โ€ recalls Dylan. โ€œMy wife had recently turned me on to podcasts, so she suggested that the library create one. I immediately knew who I would choose for a co-host, as we had an easy rapport at work already.โ€

Dylanโ€™s co-host is Barb Leitschuh, a Circulation Desk Supervisor at the library. Barb has been working at the library for more than 22 years and is a longtime resident of Lebanon. โ€œShe knows everyone on a first-name basis, and has a very snarky sense of humor, which makes our conversations that much more fun,โ€ says Dylan.

The next step for Dylan and Barb was to set some goals for the podcast. Dylan knew that the work he was doing needed to align with his libraryโ€™s overall strategic goals. โ€œOur overall strategic goals have always been focused on community,โ€ said Dylan. โ€œFor instance, we have never installed self-checkout stations because we feel itโ€™s important to have contact with all our patrons whenever possible. Our goal for the podcast is to create a fun and informative environment where we can highlight library services while supporting our community.โ€

The first episode was published on September 20, 2020. Dylan and Barb keep to an ambitious publishing schedule, releasing new 30-minute episodes every week. โ€œWe feel like this is a decent amount of time to invest, from a listenerโ€™s point of view,โ€ said Dylan. โ€œThe type of podcast we were creating wasnโ€™t going to be serialized, and we didnโ€™t want to inundate listeners with lots of detail and data. I think people would be surprised at how fast 30 minutes goes by when the talk is light and breezy!โ€

Dylan, a musician, and home recording enthusiast used his own equipment to produce the few episodes. Eventually, his library saw the value of the podcast and agreed to invest about $250 in equipment. โ€œThe first cost was the hosting site, โ€œsaid Dylan. โ€œI looked into several options, and the one I signed up for costs $15 per month.โ€

โ€œThe library had microphones and cables, so I got a 4-channel USB mixing desk that all inputs can go through,” continues Dylan. “Then I decided to use a free piece of software called Audacity that enables me to record, edit, and upload files to the hosting site. I use Garageband to create the โ€˜bumperโ€™ music for each segment of our episodes; bonus points for also being free! You also need a piece of promotional. I used a free site called Adobe Spark to design something eye-catching.โ€

Barb oversees finding guests. In the beginning, she would just call patrons who she was already friends with and ask if they wanted to be on the podcast. But this task has gotten easier since Barb and Dylan have moved to a new format, which isnโ€™t dependent on having a guest in every episode. โ€œWe started to open up our programming a bit, and we wanted to integrate more of the other departments into the podcast,โ€ says Dylan.

โ€œThe first segment is an overview of what the library has going on over the next week โ€“ programs both passive and active, events, displays, etc.,” explains Dylan. “The second segment is now open for guests but is also a chance to talk to employees about whatever they want to talk about.โ€ Each episode ends with book recommendations.

During the pandemic, Dylan would bring the equipment to Barbโ€™s living room. But lately, theyโ€™ve been recording in their libraryโ€™s training room. โ€œWe record about 35-45 minutes of material, and I edit it down to get rid of any weird noises or digressions,โ€ says Dylan.โ€ Sometimes a guest will ask to re-do a section, or I will have to get creative to work around some technical glitch.”

“It usually takes me about 30-45 minutes to get the episode published,” continues Dylan. “Between editing, exporting to a smaller file format, uploading onto the hosting site, creating the metadata, and double-checking to make sure I posted the right file.โ€

The next step is marketing each episode. Dylan says his library relies on bookmarks, which he says is… โ€œthe best marketing tool a library has! We also make sure to let people know when they check out books, and every week we post a link to the newest episode on Facebook and Instagram. We also rely on our guests to promote their own appearances to widen our exposure.โ€

So far, listener feedback is positive. โ€œThey have told us how fun we are to listen to,โ€ Dylan said. โ€œIt definitely helps to have two people who like to talk to each other!โ€

Dylan has some advice for libraries thinking of starting a podcast. He says itโ€™s crucial to figure out who your community is and create content that caters to their wants and needs.

Dylan also says there are lots of options for library staff to create a podcast even if they donโ€™t have a budget or Dylanโ€™s technical expertise. โ€œI want to emphasize that a lot of this information is simply what works for us and our library โ€“ for instance, I definitely over-engineer our recording,” says Dylan. “There are a number of options for recording podcasts that exist as apps for phones and tablets.โ€

Dylan Posa is the head of the Lebanon Public Libraryโ€™s reference desk and is also the manager of Acquisitions. Dylan uses his outside experience in the music business and retail industry to create new and interesting program ideas for his library.


Further Reading

Podcast Like a Pro! Amazing Advice from a Library Podcast Expert

I Asked a Podcast Host to Stop Interrupting His Guests.  What His Reaction Can Teach Us About Library Customer Service.

Latest Book Review

Hidden Valley Road: Inside the Mind of an American Family by Robert Kolker

Subscribe to this blog and youโ€™ll receive an email every time I post. To do that, enter your email address and click on the โ€œFollowโ€ button in the lower left-hand corner of the page.

Solo Library Marketers! Here Are 4 Helpful Tips for Promoting Your Library With a Staff of One [VIDEO]

Watch Now

The Library Marketingโ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹ Show, Episode 139: In this episode, I’ll answer a question I hear frequently at conferences and events. There are thousands of small and rural libraries across the world that depend on a very small staff to deliver services and create promotions. How do you effectively market your library when you’re working alone? I’ll share my top four tips.

Kudos in this episode go to the Niles-Maine District Library. Be sure to watch the video to see why they’re being recognized.

Do you have a suggestion for a topic for a future episode? Want to nominate someone for kudos? Let me know in the comments. And subscribe to this series to get a new video tip for libraries each week.

Thanks for watching!


Subscribe to this blog and youโ€™ll receive an email every time I post. To do that, enter your email address and click on the โ€œFollowโ€ button in the lower left-hand corner of the page.

Ditch the Formal Document! How One Library Turned Their Ordinary Annual Report Into a Storytelling Masterpiece That Connected With Their Community

Image courtesy Cincinnati and Hamilton County Public Library

Here is a question that has been the source of many an existential crisis for library staff. What is the value of your work?

That proposition is at the heart of a major project every library undertakes once a year–the creation of the annual report. In its most basic form, the annual report summarizes the work conducted by a library during the preceding year.

But what if the annual report was more than a formal document? What if it truly told the story of the impact a library had on its community, beyond numbers and statistics?

Thatโ€™s what Explore York Libraries and Archives in the United Kingdom, led by Barbara Swinn who is Head of Strategy and Engagement, set out to do this year with their annual report.

Explore York provides library service for a city founded in 71 AD by the Romans. The flagship library sits within Roman-era medieval walls and has the remains of St Leonards, the largest hospital in medieval Europe, within its grounds.

The library serves more than 211,000 residents. It is an affluent city but there is also need in the community. 13 percent of children in York live in low-income families.

Putting together an annual report that connects with a varied audience and also demonstrates the vast but important work of Explore York is daunting. Barbara has a small team at her disposal: herself, a co-worker, and an outsourced graphic designer. But these three visionaries wanted to do more than report facts and figures. So, they took a storytelling approach to their annual report.

โ€œNot everyone who reads our Annual Review will necessarily be a library user. This is our chance to intrigue, delight, and create that โ€˜wow, I didnโ€™t know my library did thatโ€™ moment.โ€     

Barbara Swinn

Barbara begins work on her next annual report as soon as sheโ€™s released the latest version. โ€œWe already produce quarterly reports for our Board of Directors, and for the City Council,โ€ explains Barbara. โ€œHowever, these reports are focused on fairly ‘dry’ information โ€“ statistics, evidence that we have met contract requirements, etc. We recognized that our Annual Review needed to be more than a reiteration of the yearโ€™s quarterly reviews. We knew, at the end of an extraordinary year, that our pandemic story made a powerful case for the enduring value of public libraries not only in our city but everywhere.โ€

So Barbara and her team decided to take a different approach. โ€œTo start off our planning we read Angelaโ€™s article on โ€œThe Dreaded Annual Library reportโ€ (!) and used it as a basis for our approach,โ€ Barbara recalled. โ€œWe read the example Reviews cited in the article, we chose our favorites, and decided which bits we were going to steal from them! We also looked at the Reviews some of our local cultural organizations had produced. We shared our thoughts with our graphic designer early on too, so she could start to think about how some of our preferred visual elements could be incorporated using our branding and style.โ€

Next, Barbara and her team set goals for their annual review. They had to connect with a variety of audiences, from politicians to donors to volunteers to library users. โ€œWe kept in our mind what we wanted our audiences to think, feel, and do as they read our Review,โ€ remembers Barbara. โ€œWe wanted them to understand the breadth and depth of what we had provided, feel reassured and proud of their libraries, and to support us in future years whether financially or through advocacy or practical support such as volunteering.โ€

“We wanted it to be a powerful advocacy tool and something that would tell our story through its imagery and design as well as through words and numbers.”

With all that in mind, Barbara and her team began to plan and gather content for each section. But she recalls that, with so much worthy and valuable work happening at her library, the focus was tricky. โ€œOur aim was to hold up some diamonds from our daily work and from our special projects, so they could shed light over all the work we do day by day, in every library and Reading Cafรฉ across the City of York,โ€ explained Barbara.

The team did a lot of groundwork gathering feedback and testimonials from the community. โ€œSome of the feedback we had gathered specifically with documenting our pandemic story, some arrived through the ordinary feedback channels and through conversations with our library staff,โ€ said Barbara. โ€œWe gave equal weight to facts and figures, quotations from people, and imagery. We edited and edited to keep the words brief and to the point.โ€

โ€œTelling the story was key for us,โ€ continued Barbara. โ€œWe wanted to create a connection with the reader and us, to demonstrate our values that would hopefully resonate with the reader and encourage them to find out more, to become more involved perhaps as a volunteer or potential funder. Angela described this as a call to action for readers, that by the end of the review they would know what help we need for the following year.โ€

The final product is extraordinary. Read it here.

Barbara has some advice for libraries in putting together their annual report or review. โ€œRemember we are all about stories, we hear them every day and we see the impact we have on the lives of people in our communities every day,” she explains. “Use that rich resource to shine a light on the value of our community activities, programs, and events to stir emotion and build a connection to our organization. Inspire future donors and volunteers to be involved, to want to be part of our story.โ€

Barbara Swinn joined Explore in 2015 as manager of the city centre flagship library York Explore and has worked in the libraries sector for 40 years. She’s been awarded the British Empire Medal in The Queenโ€™s Birthday Honours for her work with the library. She is a passionate advocate for public libraries and a gifted leader. Committed to improving the customer experience, Barbara is skilled at creating spaces and environments where people can learn and grow, connect with others, and contribute to their community. In particular, her work with the award-winning Explore Labs project shows Barbaraโ€™s exceptional talent for development and innovation. Her work and encouragement have helped Explore grow and develop as a cultural business, and she is always looking at new ways for people to engage with the riches of Yorkโ€™s libraries and archives.


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