TITLE 13.CULTURAL RESOURCES

Part 1. TEXAS STATE LIBRARY AND ARCHIVES COMMISSION

Chapter 2. GENERAL POLICIES AND PROCEDURES

The Texas State Library and Archives Commission adopts new §2.59 concerning the loan and exhibition of state archives; new §2.60 concerning friends groups; amended §§2.1 - 2.4, 2.6, 2.51 - 2.56, and 2.70 concerning the general policies and procedures of the commission; and amended §2.115 concerning procedures for peer review of grants. Sections 2.1, 2.52 and 2.59 are adopted with changes to the text as published in the October 24, 2003, issue of the Texas Register (28 TexReg 9181). Sections 2.2 - 2.4, 2.6, 2.51, 2.53 - 2.56, 2.60, 2.70, and 2.115 are adopted without changes and will not be republished.

The purpose of new §§2.59 - 2.60 is to enable the commission to propose and adopt rules relating to friends groups and the loan and exhibition of archives in coherent sections so that those interested in participating in a friends group will have a clear understanding of the scope and purpose of such groups and those wishing to borrow and exhibit materials from the state archives will have a clear understanding of the terms and conditions of such loans. Section 2.1 is amended to provide a definition for competitive grants, the director and librarian, and the Texas State Library. Section 2.2 is amended to clarify the authority of the director and librarian to approve certain grants and acknowledge the acceptance of certain gifts and grants and to change the number of members of the commission from six to seven. Section 2.3 is amended to clarify a reference to statutory law, to specify the disposition of the minutes of the commission, and to delegate the approval of certain grants to the director and librarian. Section 2.4 is amended to correct references to statutory law and to delete an unneeded subsection relating to historically underutilized businesses. Section 2.6 is amended to establish a sunset date for the commission's Electronic Recording Advisory Committee. Section 2.51 is amended to correct references to another state agency and its administrative rules, to amend the charges for certain public records fees, and to correct grammatical errors. Section 2.52 is amended to change certain procedures for registration for the use of Texas State Library materials, to change the loan period for borrowed materials, to delete an unneeded subsection concerning confidential records, and to delete subsections relating to the loan and exhibition of state archival materials that are now incorporated in proposed new §2.59. Section 2.54 is amended to correct a reference to another state agency whose title has been changed in law. Section 2.56 is amended to correct grammatical errors that are currently present in the rule. Section 2.70 is amended to correct a reference to another state agency whose title has been changed in law. Section 2.115 is amended to establish clarified procedures for peer review of grants. In addition to what has been noted, the language of §§2.1-2.4 and 2.51-2.56 has also been amended to conform to the current Texas Register style guidelines.

The new and amended rules will provide the public with a coherent and clear body of rules concerning the general policies and procedures of the Texas State Library and Archives Commission and the requirements for the use of its collections.

No comments were received on the proposal. There were minor grammatical and spelling changes made to the originally proposed text.

Subchapter A. PRINCIPLES AND PROCEDURES OF THE COMMISSION

13 TAC §§2.1 - 2.4, 2.6, 2.51 - 2.56, 2.59, 2.60, 2.70

The new and amended rules are adopted under the following statutes: Government Code, §441.006(a)(1), which provides that the commission will govern the Texas State Library; Government Code, §441.006, which requires the commission to adopt rules relating to complaints by customers; Government Code, §§441-0091(b)(3) and 441.136, which require the commission to adopt rules governing its library grant programs; Government Code, §§656.048 and 656.102, which require state agencies to adopt rules relating to the training and education of staff; Government Code, §2161.003, which requires state agencies to adopt the rules promulgated by the Texas Building And Procurement Commission relating to historically underutilized businesses; Government Code, §2171.045, which requires a state agency with a vehicle fleet to adopt rules concerning the use of the fleet; and Government Code, §2255.001, which requires a state agency that is authorized by statute to accept money from a private donor or for which a private organization exists that is designed to further the purposes and duties of the agency to adopt rules governing the relationship between the agency and the donor or organization.

§2.1.Definitions.

The following words and terms when used in this chapter shall have the following meanings, unless the context clearly indicates otherwise:

(1) Commission--The Texas State Library and Archives Commission.

(2) Competitive grant--Any grant awarded by the Texas State Library and Archives Commission based on competition among eligible entities for available grant funds.

(3) Director and librarian--Chief executive and administrative officer of the Texas State Library and Archives Commission.

(4) Loan period--A period of time beginning with the date the Texas State Library delivers or mails an item to a customer and ending with the date that the customer returns it to the library.

(5) Over-size paper copy--Any printed impression on paper larger than 8 1/2 inches by 14 inches. Each side of a piece of paper is counted as a single copy. A piece of paper that is printed on both sides is counted as two copies.

(6) State Archives--A non-circulating collection of Texas state and local government records, private papers, maps, photographs, newspapers, and published materials that documents the history of the State of Texas and the growth and actions of its government.

(7) Texas State Library--The staff, collections, archives, and property of the Texas State Library and Archives Commission organized to carry out the commission's responsibilities.

(8) Friends group--An affiliated nonprofit organization whose purpose is to raise funds for or provide services or other benefits to the Texas State Library and Archives Commission and that has been so designated by the commission.

§2.52.Customer Service Policies.

(a) Registration.

(1) Texas state employees and persons affiliated with state or local governments in Texas, staff of public, academic, special, or school libraries, and faculty or students of graduate schools of library and information science in Texas must register each year in person, by telecommunications or mail. Registration includes providing the following information:

(A) place of employment or study, address, and telephone number;

(B) home address and telephone number; and

(C) driver's license or date of birth.

(2) Others must register each year in person, presenting valid photo identification with a current address, sign a registration agreement, and provide the information detailed in paragraph (1) of this subsection. The signed registration is kept on file. Registration must be renewed annually by presenting current photo identification with an address and provide the information detailed in paragraph (1) of this subsection.

(3) No corporations, libraries, or groups may register; only individuals who are 16 years or older may register. However, persons under age 16 are welcome to use the services if supervised by an adult. Persons age 12 or younger are not admitted in the State Archives reference room; however, they may use other services and facilities of the library under supervision of a registered customer.

(4) Customers without acceptable photo identification or other information may be registered temporarily for supervised use of materials at the library; however, customers without a verified work or home address in Texas may not check out circulating materials.

(b) Loan Periods.

(1) Loans of circulating items are four weeks with the following exceptions.

(A) Video materials are loaned for three weeks.

(B) Materials are loaned to other libraries for five weeks.

(C) Collection development materials are loaned for eight weeks.

(2) Renewal of loans.

(A) Loans may be renewed once for four weeks if there are no reserves on the item.

(B) Customers may renew loans in person, by telecommunications or mail.

(C) Libraries may renew interlibrary loans once if there are no reserves on the item.

(D) Overdue materials may be renewed if they are less than 4 weeks overdue.

(3) Number of items per customer.

(A) The number of circulating items that may be borrowed at one time is not limited, except that a customer may only borrow six reels of microfilm at one time.

(B) Additional restrictions apply to the State Archives. Only one box, one pension application, case file, bill file, or map may be used at a table at a time. No more than five volumes may be on a table at a time. Only one folder may be removed from a box at a time. Added materials may be requested and kept on a book truck or at a staff member's desk.

(c) Overdue and Lost Items.

(1) Customers are responsible for items checked out in their name until they are returned to the circulation desk of the collection from which they were borrowed. Items may be returned by either of the following:

(A) United States mail services to Texas State Library, Box 12927, Austin, Texas 78711-2927;

(B) interagency mail or commercial delivery services to Texas State Library, Lorenzo de Zavala State Archives and Library Building, 1201 Brazos, Austin, Texas 78701-1938.

(2) There is no fine for overdue items.

(3) The costs of replacement are assessed for lost items.

(4) An invoice for the value of an item is sent when it is six weeks overdue.

(5) For government publications the replacement cost is the current price or $.10 per page.

(d) Subsections (b) and (c) of this section are not applicable to the loan of materials from the commission's Talking Book Program. The loan policies of the program are administered according to guidelines set by the National Library Service of the Library of Congress.

(e) Services Requiring Registration. Customers must be registered to check out materials, request interlibrary loans of materials, use password services, or receive services for fees.

(f) Password Services. Some information services provided by telecommunications are limited to state employees or to staff of participating libraries and require a valid password for access.

(g) Suspension of Service.

(1) Borrowing privileges may be suspended permanently for failures to return materials within eight weeks of the due date more than two times.

(2) Services at the library may be suspended for six months for smoking in a facility of the commission or eating or drinking in a reading or reference room.

(3) Services at the library may be permanently suspended for behavior that is threatening, harassing, or obscene toward staff or other customers. If the service can be provided through an alternate method that eliminates the problem behavior, for example mail instead of telephone or telephone rather than at the library, the service will be provided.

(4) Theft or destruction of state resources or property will result in permanent suspension of all services immediately.

(5) Prior to a permanent suspension of service, a customer will be notified in writing of the problem and provided an opportunity to respond by a certain date if the customer has a known postal or e-mail address. A temporary suspension will be imposed until a decision has been reached.

§2.59.Loan and Exhibition of State Archives.

Archival material, historical items, artifacts, or museum pieces will be loaned for public exhibition only under conditions specified in paragraphs (1)-(8) of this section. Requests for loan of the original Texas Declaration of Independence, and original copies of the Constitutions of Texas, treaties of the Republic of Texas, and certain other highly significant documents will require the formal approval of the commission. Prior to archival materials being lent for exhibition, the commission will create microfilm reproductions, preservation photocopies, other photographic reproductions, or digital images of those materials.

(1) General Requirements.

(A) A formal loan request must be made in writing at least 60 days before the materials are to leave the commission. The request shall be addressed to the director and librarian. The written request shall include the exhibition title, dates of exhibition and loan period, a general description of the exhibition, and complete citations for each item requested. If special circumstances warrant, the director and librarian may waive the 60-day requirement.

(B) The maximum loan period is normally six months. The director and librarian reserves the right to recall loaned materials for good cause at any time and will attempt to give reasonable notice thereof.

(C) The borrower must agree in writing to adhere to the commission rules governing the loan and exhibition of materials. If the borrower wishes to use its own incoming loan agreement form as well, it must first agree that the terms of the commission loan agreement are the controlling terms if there is a conflict between the two documents.

(D) The borrower may not take any of the actions detailed in clauses (i), (ii), and (iii) of this subparagraph without first obtaining written permission from the director and librarian.

(i) Display commission materials in a location or exhibition other than that cited on the loan agreement.

(ii) Transfer physical custody of the loaned items to another institution or third party.

(iii) Alter, clean, or repair loaned items; perform any conservation treatment; or remove a document from a housing provided by commission (e.g., polyester encapsulation, mat, etc.).

(2) Security and Environmental Conditions.

(A) Archival material, historical items, and artifacts must be displayed in a facility equipped with fire protection equipment as described in National Fire Protection Association-Standard for the Protection of Cultural Resources Including Museums, Libraries, Places of Worship, and Historic Properties (NFPA909-1997).

(B) Items on loan must be secure at all times. Professional security guards or other trained personnel must regularly patrol exhibition areas during hours of public access. The borrower shall have sufficient 24-hour guards or a 24-hour electronic security system to effectively monitor and protect the exhibition, storage, and preparation areas at all times.

(C) Temperature and humidity levels must be monitored and controlled. A temperature of 70 degrees Fahrenheit, plus or minus 5 degrees, and a relative humidity of 50% plus or minus 5% without rapid fluctuations must be maintained in the storage, preparation, and exhibition areas. Before approving a loan and while items are on loan, the director and librarian may request copies of temperature and humidity readings from the borrower to verify that these requirements can and are being met.

(D) Exhibition cases must be dirt-free, dust-proof, and secured with locks or security screws. Frames must also be dirt- and dust-proof and secured to the wall with security screws or other hanging methods approved by the director and librarian. Glass or acrylic sheeting, such as plexiglas, lucite, or polycast must protect all materials displayed in frames or cases. The director and librarian may specify grades of acrylic sheeting that filter ultraviolet light for materials that are especially light sensitive.

(E) The exhibition must be monitored daily to ensure security and stability of documents within the cases and frames as well as adequate maintenance and cleaning of the exhibit area.

(F) Eating, drinking, and smoking must be prohibited in the storage, preparation, and exhibition areas.

(3) Lighting Conditions.

(A) Incandescent bulbs are the preferred light source for exhibition lighting. All light sources must be filtered to remove the ultraviolet component.

(B) When lighting items exhibited in a case, exterior incandescent lights shall be used whenever possible. If interior case lights are used, fluorescent lights with ultraviolet filters are preferable because fluorescent tubes will have minimal effect on the temperature in the case.

(C) No original archival materials, historical items, or artifacts shall be exhibited where they will be exposed to direct or unfiltered sunlight.

(4) Handling and Installation.

(A) Original archival materials, historical items, or artifacts may be handled and installed by only a curator, registrar, preparator, or conservator under contract to or on the staff of the borrower.

(B) The commission may encapsulate or mat documents for loan to minimize dangers associated with handling and exhibition. No item borrowed for exhibition may be altered, cleaned, repaired, or removed from housing provided by the commission without first obtaining written permission from the director and librarian.

(C) The commission reserves the right to directly supervise the installation of its materials.

(D) If documents are displayed in exhibition cases, the cases must be dirt-free, dust-proof, and locked or secured with security screws.

(E) All items must be handled, supported, and conveyed by means that will prevent damage during transport to and from the borrowing institution and within it.

(F) All items must be given sufficient support to prevent damage during exhibition.

(5) Inspections.

(A) A commission staff member may inspect the exhibition area before the loan is approved. If, after a commission staff inspection, in the opinion of the director and librarian any loan requirement cannot be met, the loan will not be made.

(B) Commission staff members or personnel designated by the director and librarian may make inspection trips at any time during the period of the loan.

(6) Packing and Transportation.

(A) Unless the commission specifies otherwise, commission staff will pack items going out on loan. The borrower is responsible for packing loan items to return to the commission. All items must be given sufficient support and protection to prevent damage during transit.

(B) The borrower will pay all costs associated with shipping or transporting the items on loan from the commission.

(7) Insurance. All borrowers, other than state agencies, must provide all-risk insurance coverage in an amount satisfactory to the commission for all loaned items from the time the items leave the commission until the time of return. Evidence of this policy must be provided the commission before any items are removed from the commission.

(8) Publicity and Credit.

(A) The director and librarian must approve any plans to reproduce loaned items for exhibition-related publications, other publications, and publicity purposes.

(B) Commission materials on exhibition may be photographed by the general public without the use of flash or tripod.

(C) In the exhibition and related publicity, the commission must receive clear and prominent credit. The following credit line shall be used: Archives and Information Services Division, Texas State Library and Archives Commission.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 22, 2004.

TRD-200402698

Edward Seidenberg

Assistant State Librarian

Texas State Library and Archives Commission

Effective date: May 12, 2004

Proposal publication date: October 24, 2003

For further information, please call: (512) 463-5459


Subchapter C. GRANT POLICIES

1. GENERAL GRANT GUIDELINES

13 TAC §2.115

The amended rule is adopted under the following statutes: Government Code, §441.006(a)(1), which provides that the commission will govern the Texas State Library; Government Code, §441.006, which requires the commission to adopt rules relating to complaints by customers; Government Code, §§441-0091(b)(3) and 441.136, which require the commission to adopt rules governing its library grant programs; Government Code, §§656.048 and 656.102, which require state agencies to adopt rules relating to the training and education of staff; Government Code, §2161.003, which requires state agencies to adopt the rules promulgated by the Texas Building And Procurement Commission relating to historically underutilized businesses; Government Code, §2171.045, which requires a state agency with a vehicle fleet to adopt rules concerning the use of the fleet; and Government Code, §2255.001, which requires a state agency that is authorized by statute to accept money from a private donor or for which a private organization exists that is designed to further the purposes and duties of the agency to adopt rules governing the relationship between the agency and the donor or organization.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 22, 2004.

TRD-200402699

Edward Seidenberg

Assistant State Librarian

Texas State Library and Archives Commission

Effective date: May 12, 2004

Proposal publication date: October 24, 2003

For further information, please call: (512) 463-5459


Chapter 2. GENERAL POLICIES AND PROCEDURES

Subchapter A. PRINCIPLES AND PROCEDURES OF THE COMMISSION

13 TAC §§2.60 - 2.64

The Texas State Library and Archives Commission adopts the repeal of §§2.60 - 2.64, concerning friends groups, as proposed in the October 24, 2003, issue of the Texas Register (28 TexReg 9191).

The purpose of the repeal is to enable the commission to propose and adopt rules relating to friends groups in one coherent section. By doing so, those interested in participating in a friends group will have a clear and complete understanding of the scope and purpose of such groups.

No comments were received on the proposed repeal.

The repeal is adopted under Government Code, §2255.001, which requires a state agency that is authorized by statute to accept money from a private donor or for which a private organization exists that is designed to further the purposes and duties of the agency to adopt rules governing the relationship between the agency and the donor or organization.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 22, 2004.

TRD-200402700

Edward Seidenberg

Assistant State Librarian

Texas State Library and Archives Commission

Effective date: May 12, 2004

Proposal publication date: October 24, 2003

For further information, please call: (512) 463-5459


Subchapter C. GRANT POLICIES

7. TEXAS READS GRANT PROGRAM, GUIDELINES FOR PUBLIC LIBRARIES

13 TAC §§2.170 - 2.175

The Texas State Library and Archives Commission adopts new rules, 13 TAC §§2.170-2.175, without changes to the text as published in the October 24, 2003, issue of the Texas Register (28 TexReg 9192). These sections establish the guidelines for the administration of a new grant program for Texas public libraries, Texas Reads Grant Program, whose general purpose is to fund public library programs to promote reading and literacy in local communities. These sections set forth the general terms, conditions, and criteria for awarding these grants. Grants will aid local communities to enhance local library services.

No comments were received during the comment period.

These new sections are adopted under the authority of Government Code §441.0092, that provides the Commission authority to make grants to fund programs to promote reading and literacy through public libraries, determine eligibility standards for grants, provide procedures for grant applications, and determine the recipient and amount of each grant. The collection of revenue to fund the grant program is authorized under Transportation Code, §504.616.

The adopted new sections affect the Government Code, §441.0092 and the Transportation Code, §504.616.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 22, 2004.

TRD-200402706

Edward Seidenberg

Assistant State Librarian

Texas State Library and Archives Commission

Effective date: May 12, 2004

Proposal publication date: October 24, 2003

For further information, please call: (512) 463-5459


Chapter 6. STATE RECORDS

Subchapter A. RECORDS RETENTION SCHEDULING

13 TAC §6.3

The Texas State Library and Archives Commission adopts an amendment to §6.3, concerning the submission of records retention schedules for recertification, without changes to the proposed text published in the October 24, 2003, issue of the Texas Register (28 TexReg 9193).

The purpose of the amendment is to permit a state agency that assumes the functions and duties of an abolished state agency to continue to use the certified records schedule of the abolished agency until its own schedule has been recertified. The adoption of the amendment will assist state agencies that assume new functions as a result of legislative reorganization of state government in managing and lawfully disposing of records associated with those functions.

No comments were received on the proposed amendment.

The amended section is adopted under Government Code, §441.185(e), which provides the commission authority to adopt rules concerning the submission of records retention schedules to the state records administrator.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 22, 2004.

TRD-200402707

Edward Seidenberg

Assistant State Librarian

Texas State Library and Archives Commission

Effective date: May 12, 2004

Proposal publication date: October 24, 2003

For further information, please call: (512) 463-5459


Chapter 8. TEXSHARE LIBRARY CONSORTIUM

13 TAC §8.3

The Texas State Library and Archives Commission adopts amendments to §8.3, regarding operation of the TexShare library consortium with changes to the text as published in the October 24, 2003, issue of the Texas Register (28 TexReg 9194). These amendments bring the rules affecting the way in which TexShare members are assessed fees into alignment with the current membership composition.

One comment was received during the comment period, suggesting that membership fee schedules be part of the rules. The amendment, as it was proposed, provides the consortium the flexibility required for fee schedules to quickly reflect changes in services. Such flexibility would be lost should fee schedules be posted in the rule. The rule does set guidelines for assessing fees. Applied in conjunction with §8.4 of this title (establishment of TexShare advisory board as prescribed by §441.226 of the Government Code), the rules ensure that fees are set, maintained, and altered as needed on the basis of relevant criteria and membership recommendation. Therefore, no changes were made based upon this comment.

Section 8.3(f) has been altered from the proposed text to allow the commission to use the TexShare annual report as a source for data. §8.3(g) has been altered from the proposed text to reflect the language of §2.55 of this title, to which it refers. There were also minor grammatical or spelling changes made to the text.

The amendments are adopted under Government Code §441.225(b), which authorizes the commission to adopt rules to govern the operation of the consortium.

The new rules affect Government Code, §441.221 through §441.230.

§8.3.Membership.

(a) Eligibility. Membership in the consortium is open to all institutions of higher education as determined by the Texas Higher Education Coordinating Board, to libraries of clinical medicine, and to all public libraries that are members of the state library system, as defined in Government Code, §441.127.

(b) Agreement. Public libraries will be TexShare Members so long as they remain members of the state library system. Institutions of higher education and libraries of clinical medicine must file a membership agreement, signed by a duly authorized administrative official, on joining the consortium. Participation in specific programs of the consortium may require additional agreements and fees.

(c) Annual Report. Libraries of member institutions of higher education and member libraries of clinical medicine shall file a current and complete annual report for the preceding year with the commission by January 15 of each year. Public libraries shall file their state library system reports as required by §1.85 of this title.

(d) Multiple Libraries. For institutions of higher education, the unit of membership in the TexShare Library Consortium shall be the institution. Community college districts may apply as a single unit or as individual campuses; other institutions of higher education with libraries in multiple locations shall apply as a single unit. Public libraries with branches shall apply as a single unit. Libraries affiliated with professional schools that demonstrate they are administered and budgeted independently of the campus library may apply for separate membership. For libraries of clinical medicine, the unit of membership shall be the nonprofit corporation; those having multiple locations shall apply as a single unit.

(e) Suspension of membership.

(1) Institutions of higher education and libraries of clinical medicine: Membership will be automatically renewed for each state fiscal year, provided that the library of clinical medicine or institution of higher education continues to meet the definition required in subsection (a) of this section; and an annual report has been filed as required by subsection (c) of this section.

(2) Public libraries: Public libraries shall remain TexShare members so long as they remain members of the state library system.

(3) Institutions of higher education, libraries of clinical medicine, and public libraries that no longer meet the definition in subsection (a) of this section, or are otherwise not qualified, will be suspended from membership. They may re-join TexShare when they meet the definition in subsection (a) of this section.

(f) Members may receive services or be assessed fees based on demographic, financial, or other relevant information, as reflected in the latest statistics from the National Center for Education Statistics, the Texas Higher Education Coordinating Board, and the Independent Colleges and Universities of Texas or from the most current statistical data reported to the commission in the Texas academic library survey, the Texas public library annual report (filed as required by subsection (c) of this section), or the TexShare annual report (filed as required by subsection (c) of this section).

(g) Fees. Some consortium services are supported by fees paid by participants. Fees will be set by the Director and Librarian for different categories of consortium services, in consideration of the costs involved in providing these services to member libraries. Protests regarding fee assessments, including requests for fee reduction or waiver, will be processed in accordance with procedures outlined in §2.55 of this title.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 22, 2004.

TRD-200402708

Edward Seidenberg

Assistant State Librarian

Texas State Library and Archives Commission

Effective date: May 12, 2004

Proposal publication date: October 24, 2003

For further information, please call: (512) 463-5459