Professional Development

Instagram guidelines for libraries

After a brief departure last time to mark the 10th anniversary of my becoming a library trainer, this time we’re back to the Instagram Mini Series. Click that link for the previous 3 entries, all of which focus on why to have an account.

Sharing our own Insta guidelines

For this post we’re moving on from the Why to the How. Specifically, how my library - @UoYLibrary on Instagram - does things: an org approached us and asked to share our internal guidance doc with them, and after some discussion amongst ourselves (and a senior manager) to check everyone was comfortable with this, we did so.

At that point we thought why not share them more widely for anyone else who is interested? So here they are - there are some caveats and context below but if you just want to see the doc, this is the doc:

>>> University of York Library’s Instagram Guidelines.

There’s a lot of stats towards the end of this post on the impact adopting these principles has had on our own account, but in short, using these guidelines we’ve increased our Instagram reach by 1149% in 12 months. This stuff really works!

The caveat

This is an internal doc. It’s literally just the guidance I wrote for York staff who help me do the Instagram. So that means it’s not a definitive all encompassing guide! There are probably things we’ve talked about internally which everyone knows, so it’s not codified here. Also, we’re an academic library so it may be skewed towards that sector. Generally speaking though, I think pretty much everything here is applicable to any non-profits using Instagram.

Another small caveat is, I’m not trying to present York’s Insta as the finished article, the account to which everyone should aspire… We’re still learning, still improving, still trying to increase our reach. We don’t nail everything, we still post things people don’t respond to. We’re a work in progress, and this post is really about how to make that progress happen.

The context

Our Instagram was created in 2016 by a Comms Team rather than by us in the library. We finally got control of it ourselves in mid-2017. From that point on it went okay, gradually building up followers and levels of engagement but not setting the world on fire.

From the time of the pandemic starting, I started to spend much more time actively involved in the social media rather than just writing the guidelines, and our Instagram use increased accordingly. We posted a lot more to the Grid, essentially tried harder and, frankly, started to do more of the things I was always telling other libraries to do in social media workshops. It worked well, but it was still very much in the shade of our Twitter account, and not quite hitting the heights we wanted.

Exactly a year ago, I decided that we needed to invest more time in Instagram and make it work better.

Instagram is absolutely essential for reaching undergrads

It is THE communication channel on which to get messages to undergraduates, nothing else comes close. Our Twitter was doing really well and was where we put the most time, and all that time paid off with lots of growth and engagement - but I did some follower analysis and, at least among those who engaged by replying and quote-tweeting us, it was clear that our audience there primarily consisted of PostGrads , Researchers and Academics. So our key social media messages were not getting through to UGs, and Insta is the answer to that problem.

In 2021 I co-presented at an event with Liverpool Uni Library, whose social media really is something of a gold standard in academic libraries, and before the event we chatted on zoom - they had grown their Instagram massively in recent times, which made me think perhaps we could do the same. So I asked my colleague Rebecca Connolly to go on a little fact-finding mission and check out Liverpool, Glasgow and other Uni libraries with good Instagram engagement went about their business and what we could learn. Rebecca produced a brilliant report and we set to work on transforming our Insta into something much more effective for getting key messages out to UGs in particular - a process which is still ongoing.

How we changed our Insta

Some things we tweaked right away, like following more York based accounts, and using Stories a lot more. Using Stories is key and I really feel like it was something I didn’t understand well enough before Rebecca became involved with the account at York; she is an essential part of the progress we’ve made. Stories are so good for newsy items, and the more success you have with Stories the better things seem to go on the Grid too.

Other things evolved over time, like avoiding the use of words and graphics on the grid (only using them on Stories), and making sure to pair big announcements in the captions (NOT the picture) with visually arresting pictures of the library.

If you’ve not read the guidance doc linked at the top of this post, have a look - we basically did all the things in that document! In addition to all that, we’ve created and posted a lot more Reels (you can see all our Reels videos here), and also tried some fancy split photography, that involves dividing a wide-angle shot up into even squares so it can be seamlessly swiped through. Here’s an example of that I posted yesterday which I really like…

The results: our increased Instagram engagement

With any kind of social media, I’m always looking for engagement rather than follower numbers. I want more followers of course - a larger audience of students and staff for our key messages - but they come naturally as a by-product of posting stuff which gets engagement. So for Instagram I’m looking at Likes, Comments, Shares, and Reach, and hoping that if we increase those our followers will increase at the same time.

As it happens, our followers have increased by about a thousand people in the last twelve months. That’s great. More excitingly for me, is that the number of Likes has gone up 42%, despite us posting slightly less frequently overall, so the Likes Per Post has actually gone up 69% - in essence meaning we’re posting stuff the students actually respond to, more of the time. Over 2 years, our total number of Likes have increased by over 350%.

Shares are way up, and Comments also increased which is great because we want that interaction and chance to answer questions - up over 600% over the two years. What isn’t captured by the analytics is the amount of DMs we’ve had - either just messages out of the blue or responses to questions in our Stories. I can’t get figures on this without manually counting but the increase is huge - people love feeding back one-to-one on Instagram.

The reach is the thing that most amazed me though - an increase of over one thousand percent in the 12 months is just fantastic. And the reason is because if people don’t Like your posts, Instagram doesn’t share them widely - so now we’re posting content that gets engagement, a much higher proportion of our followers are seeing our posts. This means our key messages are reaching more undergraduates, and that was the whole aim of this focused attempt to increase engagement.

Like with all social media, the key thing is to learn what your particular community responds best to, and do more of it.

Finally… Do check out Liverpool, they’re so good

So that’s it! There was a lot to get through in this post; if you’ve made this far, I salute you… I hope people find these guidelines useful, and if you have any questions leave me a comment below.

I’ll leave you with a recommendation to look at Uni of Liverpool Library’s Instagram account - however good our numbers are I know theirs will be astronomically better! They’re really good at this stuff, and you’ll find them @livunilibrary.


Interested in Instagram training for your library or cultural org? Details of my social media workshops here.

So you want to be a library freelancer?

10 years ago today I did my first ever freelance work. It was for the Latvian Ministry of Culture (of all people!) and within 12 months I’d run workshops for the Bodleian, then UKeIG, then the British Library, all of whom I still run workshops for a decade later, and I was off. I went down to 90% in my day-job and started doing a day of freelancing a fortnight, and I’ve now done over 270 workshops in 16 countries for 78 different organisations.

I absolutely love it. A decade of doing it is as good an excuse as any to write about it so for anyone who’s interested here’s what I’ve learned along the way.

The freelance work benefits the day-job, and having a day job benefits the freelance work

I am constantly bringing to my day job things I’ve learned doing freelance work. The analytics apps my library uses for social media, the PowerPoint techniques used to create our Induction slide decks, the campaign structure we use for our marketing - all of these were researched / developed for training and then adapted for my work place. There’s no better way to keep on top of new developments in your field than to have to know enough about them to be able to train others! So for example, when it comes time to make a video for the library there’s several apps or programmes I know how to use - because in order to include something in a workshop I always have to have used properly it myself.

It works both ways though; the day job feeds into the workshops. It grounds me in the reality of working in libraries with all the constraints that involves. Feedback I get a lot after workshops is ‘it’s so nice to have someone talk about marketing who actually works in our industry so knows what we can and can’t do’. Working in a library 4.5 days a week is extremely useful for the training that happens in the other half day.

The creation-to-delivery ratio is bonkers and not in a good way

I have a selection of workshop outlines which I adapt for each session. There’s three broad categories - strategic marketing, social media, and presentation skills - with variations. Each of those took hours and hours and HOURS to create, and then I usually spend an hour or two tweaking content and making improvements for each workshop.

Sometimes people will ask me to run training on a topic I’ve not done before, and I almost always say no - because to make 3 hours’ of content for a half-day workshop takes at least 12 hours. Planning structure, outcomes, creating slides, planning tasks and activities, writing the booklet - there’s at least a 4:1 ratio of creation to delivery. So if you take on a workshop or training gig, make sure you book in a LOT of prep time if it’s something you’ve not done a version of before.

That said, I always tweak the sessions. I’ve almost never delivered the same set of slides twice - there are always new ideas or improvements to incorporate. Sometimes I get people coming - deliberately! - to versions of sessions they’ve attended with me before, and in those cases I’m always relieved that there’ll be new content for them…

It’s lovely to build relationships over many years. One of the things I’m most proud of is that 39 of the organisations I’ve worked with have invited me back!

The orgs I've delivered most sessions for

My relationships with the Bodleian, LIEM, the British Library, NEFLIN, PiCS and UKeIG go back years and years now, I really value that. And speaking of relationships…

The best thing about librarianship is librarians

Libraries are great, but the people who work in them are better… The community is certainly not without its issues, but in general I find it to be supportive and great at sharing. Especially in the age of zoom workshops, one of the things I love is how much knowledge the participants share with each other - everyone, including me, learns from everyone else.

One of the very best things about freelance work has been the opportunity to travel. Four of the countries below I have only worked in virtually, but the rest I’ve been fortunate enough to visit for work, and librarians are fantastic the world over.

Workshops by audience location (excluding England)

(Includes online)

Flexibility and interaction are everything

Interaction is what makes workshops feel alive and exciting. An audience full of questions and comments is just the greatest thing, and as a trainer I thrive off the energy that comes with it - and it’s lovely to know the workshop is really covering everyone’s specific needs because we’re discussing them. Sometimes groups really have to be convinced that you want interactivity, so re-emphasise it a few times both out loud and on the screen with specific prompts. I’ve done 144 in-person sessions and 128 online - the Chat is absolutely brilliant in online sessions, and I really enjoy getting to hear even more from delegates - tips, advice, examples, questions - than I do face-to-face.

Flexibility is absolutely essential for long training sessions. A session running from 10am - 4:30pm has so much potential to be elastic in terms of timings, so it’s worth being ready to change things on the fly. I usually put in more slides than I think I’ll need, then go into the slide-deck and hide material as I go along depending on how much discussion there is and what people want to focus on - then share the fuller version of the slides with delegates afterwards so they can still see the extra content if they’re interested.

You do not have to do things the way you’ve seen them done before

I can’t stress enough how it’s worth starting with a completely clean slate when building a training session. You don’t need to use post-its, or break-out rooms, or group discussion and a nominated person feeding back, just because they all get used a lot. You can, of course! But choose each activity because it best suits the work you’re doing and the delegates in that moment, rather than because it’s the sort of thing that normally happens...

I’m genuinely honoured to have worked with all these organisations below. If you’ve ever come along to a workshop thank you so much for attending, and if you asked questions or made comments thank you for that (and if you didn’t that’s fine too!), and I really hope you found it useful. I’m looking forward to seeing what the next decade brings.


If you’ve made it this far, thanks for reading! And by the way, the Instagram series that was previously running on this blog in 2022 WILL return next time I post - we’ll be talking about Stories: what they are, why they’re important, and ideas for how to use them well…

Instagram for Libraries

If you do one thing differently with your library social media this year, what should it be?

The local knowledge you have of your library and your community always beats generic advice online - this article included - so if you already know what you want to focus on, I’m not telling you what you should do instead. Go with your instincts. But if you’re wondering about where to put your energy over the next twelve months, I’d suggest Instagram.

Twitter / X remains pretty vital to libraries, but for how long? It seems to be imploding, and people are leaving it in droves. Plus, many libraries have been developing their twitter accounts for years, whereas Instagram is still (relatively) new and can often benefit from some strategic attention.

Facebook remains essential for most public libraries, and continues to offer diminishing returns for the other sectors. I recently ran a marketing workshop for an academic library who’d lost their Facebook account through no fault of their own and were planning on starting again; don’t bother, I told them. I’d love to be free of Facebook - it’s such a problematic site and its increasingly difficult for libraries to get enough return on the time they invest in it.

Another reason not to worry too much about Facebook is it frees up time to spend on social media platforms with more impact. We only have so much time and we shouldn’t spread ourselves too thin; it’s better to do a small number of things well than be everywhere but not have time to do anything with full commitment. Which is also the reason I’m not recommending a focus on TikTok. It is the coming platform for sure: as of September 2021 it reached 1 billion users (becoming the fastest social network to do so, beating Instagram by 2.5 years) and a scarcely believable 167 million videos are watched per minute on the platform. But TikTok is something which takes a lot of time and energy, so perhaps it’s one to focus on if you’re absolutely nailing all your other social media profiles already… My biggest issue with it from a library point of view is that I can’t see a way of using it really well without the need for someone to appear on camera. If you look at @ToonLibraries (my favourite library TikTok and the best example I’ve found on how to do it well) it’s clearly the brainchild of a particular librarian with a real affinity for the platform - she’s in most videos because TikTok is a very personal medium, unlike Instagram or YouTube which can be both personal and impersonal. It requires a physical presence on screen. I’m not prepared to do that, nor ask anyone else to, so for that reason I’ve registered my library’s username so no one else can claim it in the meantime, while I wait for a suitable use case to present itself!

So to Instagram, then. It’s the third most popular social network (behind Facebook and, if you count it as social media, YouTube) with 1.4 billion active users. It is full of creative people. It is photo-and-video led but doesn’t JUST contain images. And it is, fundamentally, a nice place to market your library! It’s fun. The community are responsive. Instagram is an ever-growing site and very popular with younger people. For public and academic libraries it is essential - for school libraries it can be brilliant. For special libraries your mileage may vary.

So how do you go about using Instagram as a library, or indeed any cultural organisation? I’m starting the year with a series of posts about this: find the Instahacks mini series here.

Firstly how to make the case for creating a library profile if you don’t have one already, then getting started and how it all works, before moving onto the specifics: how to use Stories, and how to use Reels.

In the meantime you can see if I’m running any social media workshops online, or get in touch to book some training / a workshop for your organisation.

Risks and Rough Edges: Building Genuine Relationships Through Library Social Media

Here we are with another regular blog-post, following on from the last one a mere [checks notes] 418 days ago!

I was recently invited by Royal Holloway to present at an event they were organising on academic library social media. RH themselves were also presenting, as were representatives from MMU and Liverpool Uni Libraries. The other presentations were all great (see below) and I learned a lot.

My presentation was about the work we do at University of York Library, and in particular how we’ve seen a monumental spike in social media engagement over the last 18 months or so. The slides are here.

The whole thing was recorded on Zoom so if you’d rather you can see and hear the slides here:

The video above starts from my talk, but I’d really recommend checking out the Nathalie Rees’s talk on MMU, Patrick Walker and our host Greg Leurs’s talk on Royal Holloway, and Amy Lewin’s talk on Liverpool University too.

It was great to hear talks from four different libraries with four varying approaches (I felt we at York had the most in common with Liverpool but everyone came at it slightly differently. There were so many conferences and events centering on social media a few years ago but you don’t get so many now - it’s still a really key issue though!

Thanks again to Greg for inviting me to present.

Tweeting for libraries: a handful of useful tools and examples

I ran a webinar on building engagement on Twitter during this strange lockdown times we live in, for the Living Knowledge Network run by the BL.

I ended up finding some useful tools and examples I’d not seen before as part of the research for it, so I thought I’d share those (and some classics) here, if you’re interested…

Image Resizing

Tweeting images is good: 80% of social media use happens on mobile devices, people scroll at speed - images help slow them down and engage with your stuff. (That said, I see some libraries including an image with literally every tweet. Conversely I actually wouldn’t advise this as it reduces the impact of all of them. Think of images as punctuation to your timeline, rather than the words.) If you make images the right size, people can see all of the image in your tweet, without needing to click on it to expand - which many people won’t do, so it’s good to make the most impact from the image without the need for a click.

The short version of resizing is, make your images 16:9. These are the right proportions to display correctly in a tweet. You can achieve this by using a PowerPoint slide as a template - these are 16:9 in default (since Office 2013 anyway) and you can Save As and choose .png rather than .pptx to save a slide as an image. Or, take an existing image and use photoresizer.com to get it exactly right for Twitter.

Going a step further with this, check out @nanobop’s really handy guide to posting multiple images in the same tweet. The first one in the thread below we’ve already covered, but click on it and read the follow-ups for guides to posting, 2, 3, and 4 pics at once, and the ‘open for a surprise!’ technique.

Twitter Moments

Sometimes you do something on Twitter and it goes well and you want to capture that success. Storify and a number of other tools have been great for that in the past, but are no longer available.

Step forward Twitter’s own Moments feature. It allows you to pull together the tweets of your choice into a little narrative, with an explanatory note at the top - then share it with whoever you like. Here’s a Moment I put together for my own place of work about a new space we’d launched: I used it to share all the positive feedback with non-twitter-using colleagues (and to make the success story easy to come back to later when I do an annual social media report) - you can view this Moment here.

Another example of using Moments is below - this time just to collate our own tweets and easily share them, rather than documenting feedback. We asked our users to draw our buildings, a challenge they took on so well I ended up using the fabulous Photofunia to put their images into gallery settings… This went down really well, I’d recommend trying it with your own library.

View this moment here or by clicking the image below.

A @UoYLibrary Twitter moment

A @UoYLibrary Twitter moment

Battles and other threads

There are millions upon millions of tweets every day (there’s more than 350,000 every minute…) so it’s easy for your own attempts at engagement to get lost amid the noise. One way to help them stand out is to build something more tangible and substantial than separate tweets.

Sometimes friendly institutions ‘war’ with each other on twitter - this epic #AskACurator battle between the Science Museum and the Natural History Museum drew so many eyes to it that it ended up in the papers, as did this more recent ‘creepiest object’ thread. (There are merpeople in both which are just off-the-charts horrend.) In the Library world, the ongoing good-matured spat between the Orkney and Shetland libraries twitter accounts is excellent and benefits both parties.

Threads are just a series of related tweets. If you reply to your own tweet they are connected; if someone finds one they can find the rest. You can build a thread in three main ways - all in one go BEFORE you tweet any of it (by clicking the little + symbol to add another tweet as many times as you need before you click ‘Tweet all’), in real-time where you just add your tweets as you go along - this is good for incorporating feedback and questions from your followers - and over a series of days, weeks, or even years. This example from the Glasgow Women’s Library is a thread tweeted over a month - every day more and more people found out about it and got involved, and because it was threaded rather than discrete tweets, they could find all the previous tweets very easily, whatever point they came in at…

Happy tweeting everyone.


By the way the header image of the balanced stones (from Pexels) was in reference to a bit about balance which I took out of the post above, but I really liked the picture so I left it in, if you’re wondering what that was all about.