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ADDITIONAL resources

Session 1 | Session 2 | Session 3 | Session 4 | Session 5 | Session 6 | Session 7 | Session 8 | Session 9

 

This bibliography is not exhaustive, but has been prepared as a starting point to help you obtain more information on collection management, selection for preservation, and other preservation issues.

session 1: introduction to preservation

  • Smith, Abby. The Future of the Past: Preservation in American Research Libraries. Washington, DC: Council on Library and Information Resources, 1999. 
    http://www.clir.org/pubs/abstract/pub82abst.html
    Addresses the importance of preservation to scholarship; frames the key issues that academic libraries must consider to serve the needs of the scholarly community. 

  • Task Forces on Archival Selection. The Preservation of Archival Materials: A Report of the Task Forces on Archival Selection. Washington, DC: Council on Library and Information Resources, April, 1993. https://www.clir.org/pubs/reports/arcrept/
    Represents archivists' views regarding identification and consideration of key issues in preservation of archival materials. Examines archival management of paper-based systems in order to develop methodologies to encompassing newer technologies.

session 2: the building and environment

Air Quality

  • National Institute for Occupational Safety and Health (NIOSH). Building Air Quality: A Guide for Building Owners and Managers. NIOSH, 1991.
    http://www.cdc.gov/niosh/docs/91-114/
    A guide to diagnosing and resolving indoor air quality (IAQ) problems Has appendices on measurement of IAQ; HVAC systems and IAQ; and moisture, mold, and mildew.

Environmental Monitoring

  • Image Permanence Institute. Step-By-Step Workbook: Achieving a Preservation Environment for Collections. Rochester, NY: Image Permanence Institute, August 2005.
    http://dp3project.org/webfm_send/318

Fire Protection and Security

  • National Fire Protection Association. NFPA 909: Code for the Protection of Cultural Resource Properties—Museums, Libraries, and Places of Worship, 2013 Edition. Quincy, MA: NFPA, 2013.

Integrated Pest Management

Mold

  • New York City Department of Health and Mental Hygiene, Guidelines on Assessment and Remediation of Fungi in Indoor Environments. November 2000.
    http://www.nyc.gov/html/doh/downloads/pdf/epi/epi-mold-guidelines.pdf.
    Not specific to library collections, but provides information on health risks of mold exposure, environmental assessment, and procedures for cleanup of mold-infested buildings.

Sustainable Preservation Climates

  • Image Permanence Institute. Guide to Sustainable Preservation Practices for Managing Storage Environments. Rochester, N.Y.: Image Permanence Institute, Rochester Institute of Technology, 2012. http://ipisustainability.org
  • The Proceedings of the From Gray Areas to Green Areas: Developing Sustainably Practices in Preservation Environments. Ed. Melissa Tedone. Austin: The Kilgarlin Center for Preservation of the Cultural Record, School of Information, the University of Texas at Austin, 2008.

session 3: caring for collections

  • Higginbotham, Barbara Buckner and Judith W. Wild. "Circulation and Stack Maintenance," in The Preservation Program Blueprint. Chicago: American Library Association, 2001, 42-47.
    A complete guide to developing a library-wide preservation program.
  • Long, Jane S., and Richard W. Long. Caring for Your Family Treasures. Washington, DC: Heritage Preservation, 2000.
    Focuses on the care and handling of precious family heirlooms such as old silver, wedding gowns, scrapbooks, photos, books, and dolls. Offers advice on where to find archival supplies, genealogical information, and, if need be, a professional conservator.
  • The National Archives. NARA Holdings Maintenance website:

    https://www.archives.gov/preservation/holdings-maintenance
    Specifications for boxes, folders, and spacer boards that describe the physical and chemical properties of the component materials, design features, and workmanship criteria against which the products procured from vendors are evaluated.

Parchment and Leather

Conservation Treatment

  • Merrill-Oldham, Jan, and Nancy Carlson Schrock. "The Conservation of General Collections," in Preservation: Issues and Planning. Chicago: ALA, 2000.

Exhibits

  • Balloffet, Nelly, and Jenny Hile. "Section 6: Small Exhibitions," in Preservation and Conservation for Libraries and Archives. Chicago: American Library Association, 2005, 149-182.
  • Pilette, Roberta. "Exhibition Policy and Preparation," in Preservation: Issues and Planning, edited by Paul N. Banks and Roberta Pilette. Chicago: American Library Association, 2000, 185-205.

session 4: caring for paper collections

Library Binding

  • National Park Service. Conserve O Grams. https://www.nps.gov/museum/publications/conserveogram/cons_toc.html
    • "Storing Archival Paper-Based Materials," 19/15, 1996.
    • "Housing Archival Paper-Based Materials," 19/16, 1996.
    • "Handling Archival Documents and Manuscripts," 19/17, 1996.
    • "How to Care for Bound Archival Materials," 19/18, 1996.

Books

  • Diehl, Edith. Bookbinding: Its Background and Technique. New York: Dover Publications, 1980.
    A very detailed overview of the historical development of bookbinding, as well as techniques used in hand bookbinding.

  • Greenfield, Jane. The Care of Fine Books. New York: Lyons and Burford, 1988.
    A basic introduction, with illustrations, to the structure of the book and the history of bookbinding.

Paper

  • Gascoigne, Bamber. How to Identify Prints: A Complete Guide to Manual and Mechanical Processes from Woodcut to Ink Jet, 2nd ed. New York: Thames and Hudson, 2004.
    A large reference book with many illustrations to guide the identify of various printing processes. 

  • Hunter, Dard. Papermaking: the history and technique of an ancient craft. New York: Dover, 1978. 
    Still considered one of the seminal works on papermaking; includes a chronology of papermaking at the back of the book. 

  • Nadeau, Luis. "Office Copying and Printing Processes," from Guide to the Identification of Prints and Photographs: Featuring a Chronological History of Reproduction Technologies, 2002. 
    http://cool.conservation-us.org/byauth/nadeau/copyingprocesses.pdf

  • National Information Standards Organization (NISO). Permanence of Paper for Publications and Documents in Libraries and Archives ANSI/NISO Z39.48-1992 (R2009). Bethesda, MD: NISO Press, 1997.

    http://www.niso.org/publications/z3948-1992-r2009-permanence-paper

Ink and Colorants

  • Ball, Philip. Bright Earth: Art and the Invention of Color. New York: Farrar, Straus and Giroux, 2001.
    A highly informative text about the discovery and development of pigments. While the book focuses more on artist materials than on manuscript inks, many of the principles overlap. 

  • Dube, Liz, "The Copying Pencil: Composition, History and Conservation Implications." The Book and Paper Group Annual of the American Institute for Conservation 17 (1998): 45-52. 
    http://cool.conservation-us.org/coolaic/sg/bpg/annual/v17/bp17-05.html
    Describes the manufacture and use of copy pencils; useful as an illustration that media is not  always what it first appears to be. 

  • Ink Corrosion website
    http://irongallink.org
    Maintained by the Cultural Heritage Agency of the Netherlands (RCE), a website about the history, manufacture, composition, and deterioration of iron gall ink. 

  • Mayer, Ralph. The Artist's Handbook of Materials and Techniques. New York: Viking Press, 1981.
    A technical reference book that covers oil paints, pigments, solvents and gums, basic chemistry, art conservation issues, studio devices, and tools. 

  • Petroski, Henry. The Pencil: A History of Design and Circumstance. New York: Alfred A. Knopf, 1989.
    Traces the origins of the pencil back to ancient Greece and Rome through its development over the centuries and around the world, and discusses what the pencil can teach about engineering and technology today.

  • Watercolors website
    http://www.handprint.com/HP/WCL/pigmt1.html#pigmenttypes
    Provides information on the history and characteristics of pigments.

SESSION 5: carE and Handling of photographs

  • Lavedrine, Bertrand. A Guide to the Preventive Conservation of Photograph Collections. Los Angeles: Getty, 2003.
  • Ritzenthaler, Mary Lynn, and Diane Vogt O'Connor, with Helena Zinkham, Brett Carnell, and Kit A. Peterson. Photographs: Archival Care and Management. Chicago: Society of American Archivists, 2006.
  • Wilhelm, Henry. The Permanence and Care of Color Photographs: Traditional and Digital Color Prints, Color Negatives, Slides, and Motion Pictures. Grinnell, IA: Preservation Publishing Company, 1993. 
    http://www.wilhelm-research.com/book_toc.html

Storage and Handling of Photographs

  • Lavedrine, Bertrand. A Guide to the Preventive Conservation of Photograph Collections. Los Angeles: The Getty Conservation Institute, 2003. See "Chapter 3: Enclosures" and "Chapter 7: Mounting and Exhibition."
    • "Caring for Photographs: General Guidelines," 14/4, 1997.
    • "Caring for Photographs: Special Formats," 14/5, 1997.
    • "Caring for Color Photographs," 14/6, 1998.
    • "Caring for Photographs: Special Monochrome Processes," 14/7, 1998
  • Reilly, James M. Care and Identification of 19th-Century Photographic Prints. Rochester, NY: Eastman Kodak Co., 1986.
    See "Chapter VI: Storage" and "Chapter VII: Handling, Display, and Care."
  • Ritzenthaler, Mary Lynn, and Diane Vogt O'Connor, with Helena Zinkham, Brett Carnell, and Kit A. Peterson. Photographs: Archival Care and Management. Chicago: Society of American Archivists, 2006.

Photographs

  • Fischer, Monique. "Creating Long-Lasting Inkjet Prints," in NEDCC Preservation Leaflets. Andover, MA: Northeast Document Conservation Center.
    https://www.nedcc.org/free-resources/preservation-leaflets/5.-photographs/5.4-creating-long-lasting-inkjet-prints

  • Lavedrine, Bertrand. A Guide to the Preventive Conservation of Photograph Collections. Los Angeles: Getty, 2003.
    Describes the principal forms of deterioration that photographs may undergo; surveys the variety of containers used to house photographs and outlines appropriate environmental conditions. Discusses the maintenance, exhibit, and digitization of photographic collections.

  • Reilly, James M. Care and Identification of 19th-Century Photographic Prints. Rochester, NY: Eastman Kodak Co., 1986.
    A classic resource to assist in identifying component materials and print processes, and in determining the stability of various types of photographic prints. 

  • Ritzenthaler, Mary Lynn, and Diane Vogt O'Connor, with Helena Zinkham, Brett Carnell, and Kit A. Peterson. Photographs: Archival Care and Management. Chicago: Society of American Archivists, 2006.
    Addresses photographic collections from the archival perspective, including the history of photography, preservation issues and techniques, interpreting photographs, legal issues, digitizing, and using photographs in outreach and educational efforts.

Environment

  • ISO 18934 Imaging Materials—Multiple Media archives—Storage Environment, 2nd ed. Genva, International Organization for Standardization, 2011. 
    ISO 18934 provides suggested guidelines for four temperature and humidity macro-environments for archives that contain a variety of recording media, based on the corresponding ISO storage standards for those media.

Negatives / Transparencies

    • "Caring for Photographs: General Guidelines," 14/4, 1997.
    • "Caring for Photographs: Special Formats," 14/5, 1997.
    • "Caring for Color Photographs," 14/6, 1998.
    • "Caring for Photographs: Special Monochrome Processes," 14/7, 1998.
    • "Caring for Cellulose Nitrate Film," 14/8, 2004.
  • Horvath, David G. and Leon Zimlich. The Acetate Negative Survey: Final Report : a Project Funded by the University of Louisville and the National Museum Act. University of Louisville Photographic Archives, Ekstrom Library, 1987.
    See Appendix B: Notch Codes.
  • Reilly, James M. Care and Identification of 19th-Century Photographic Prints. Rochester, NY: Eastman Kodak Co., 1986. See "Chapter VI: Storage" and "Chapter VII: Handling, Display, and Care."
  • Ritzenthaler, Mary Lynn, and Diane Vogt O'Connor, with Helena Zinkham, Brett Carnell, and Kit A. Peterson. Photographs: Archival Care and Management. Chicago: Society of American Archivists, 2006.

SESSION 6: media collections

Audiotape

Electronic Media

Sound Recordings

  • Council on Library and Information Resources, National Recording Preservation Board, and the Library of Congress. Capturing Analog Sound for Digital Preservation: Report of a Roundtable Discussion of Best Practices for Transferring Analog Discs and Tapes. Washington, D.C. : Council on Library and Information Resources and Library of Congress. 2006.

Magnetic Media

Media Conservation

Motion Picture Film

  • Association of Moving Image Archivists. The Home Film Preservation Guide: http://www.filmforever.org/
    See "Inspection, Cleaning, and Repair," "Projection," and "Storage Preparation."
  • The Film Preservation Guide: the Basics for Archives, Libraries, and Museums. San Francisco, CA: National Film Preservation Foundation, 2004. 
    http://www.filmpreservation.org/
  • National Fire Protection Agency. NFPA Standard for the Storage and Handling of Cellulose Nitrate Film. 2001 edition. Quincy, MA: NFPA, 2001.
    • "Care of Archival Compact Disks," 19/19, 1996.
    • "Care of Archival Digital and Magnetic Media, 19/20, 1996.

Optical Media

  • Byers, Fred R. Care and Handling of CDs and DVDs: A Guide for Librarians and Archivists. Washington, DC: Council on Library and Information Resources and National Institute of Standards and Technology, October 2003.

    https://www.clir.org/pubs/reports/pub121/

Videotape

SESSION 7: Reformatting and digitization

Microfilming

  • Association for Intelligent Information Management (AIIM). Standards Committees: Micrographic Quality and Control Committee. 
    Provides references to ANSI/AIIM standards relating to micrographics.
  • Fox, Lisa. Preservation Microfilming: A Guide for Librarians and Archivists. 2nd ed. Chicago: American Library Association, 1996.

Paper Reproductions

  • Harvard University Libraries. "Guidelines for Preservation Facsimiles." 

Digitization

  • Smith, Abby. Why Digitize? Washington, DC: Council on Library and Information Resources, February 1999. 
    http://www.clir.org/pubs/abstract/pub80.html
    Evaluates the experiences of cultural institutions with digitization projects in the 1990's and summarizes early lessons learned about the advantages and disadvantages of digitizing culturally significant materials.     

  • Federal Agencies Digitization Guidelines Initiative (FADGI) website:
    http://www.digitizationguidelines.gov

Digital Preservation

Born Digital Collections

Managing Reformatting and Digitization Projects

Fair Use and Copyright

Reformatting

  • IASA Technical Committee. IASA-TC 04 Guidelines on the Production and Preservation of Digital Audio Objects, ed. by Kevin Bradley. International Association of Sound and Audiovisual Archives Technical Committee, 2005. 
    http://www.iasa-web.org/audio-preservation-tc04

SESSION 8: emergency preparedness

Disaster Planning Templates

  • dPlan, NEDCC's online disaster planning template:
    https://dplan.org
    This template allows you to input information about your institution and generates a disaster plan for you. Be aware that collecting and entering data into this template is a time-consuming process that results in a very detailed plan.

General Disaster Planning Resources:

  • Breighner, Mary, and William Payton with Jeanne Drewes, managing editor. Risk and Insurance Management Manual for Libraries. Chicago: LAMA, 2005.
  • Heritage Preservation and Federal Emergency Management Agency (FEMA). Before and After Disasters: Federal Funding for Cultural Institutions. Washington, D.C.: Heritage Preservation, 2005.
    https://www.arts.gov/sites/default/files/DisasterRecovery.pdf
    Grant and loan guidelines are organized by agency in two sections of Before and After Disasters. The first section discusses financial resources for preparedness and mitigation; the second, programs for response and recovery. Each agency profile contains a general overview of the grant or loan programs, a list of eligible activities, the award amount or loan terms, and a sample project.
  • Kahn, Miriam. Disaster Response and Planning for Libraries, 3rd ed. Chicago, IL: American Library Association, 2012.
  • Wellheiser, Johanna and Jude Scott. An Ounce of Prevention: Integrated Disaster Planning for Archives, Libraries, and Records Centres. 2nd ed. Lanham, MD: Scarecrow Press, 2002.

Salvaging Collections

sESSION 9: building a preservation program

  • Boles, Frank. Selecting and Appraising Archives and Manuscripts. Chicago: Society of American Archivists, 2005.
    Provides a review of diverse appraisal theories and practices and offers a guide to the process, addressing thorny issues such as reappraisal and the appraisal of non-textual records. 

  • Harris, Carolyn, "Selection for Preservation," in Preservation: Issues and Planning, edited by Paul N. Banks and Roberta Pilette. Chicago: American Library Association, 2000.
    A reference guide from leading experts in the field, this book covers the repair, maintenance, and preservation of library or archive collections, providing analysis of how to plan for and ensure the long-term health of an institution's collection in the digital age. 

Preservation Planning

  • Ogden, Sherelyn. Preservation Planning: Guidelines for Writing a Long-Range Plan. Washington, D.C.: American Association of Museums, 1998.
  • Kenney, Anne R. and Deirdre C. Stam. The State of Preservation Programs in American College and Research Libraries: Building a Common Understanding and Action Agenda. Washington, D.C.: Council on Library and Information Resources, Association of Research Libraries, University Libraries Group, and the Regional Alliance for Preservation, 2002. 
    http://www.clir.org/pubs/abstract//reports/pub111
  • Merrill-Oldham, Jan, Carolyn Clark Morrow, and Mark Roosa. Preservation Program Models: A Study Project and Report. Washington, D.C.: Association of Research Libraries, Committee on Preservation of Research Library Materials, 1991.

Program Management

  • Banks, Paul N., and Roberta Pilette. Preservation: Issues and Planning. Chicago: American Library Association, 2000.  See in particular: Morrow, Carolyn Clark, "Defining the Library Preservation Program: Policies and Organization;"
  • Ward, Christine, "Preservation Program Planning for Archives and Historical Records Repositories;" Reed-Scott, Jutta, "Planning for Preservation in Libraries," and Child, Margaret, with the assistance of Laura J. Word, "Programs, Priorities, and Funding."

Program Funding

  • Calvi, Elise, Yvonne Carignan, Liz Dube, and Whitney Pape. The Preservation Manager's Guide to Cost Analysis. Chicago: American Library Association, 2006.
  • Hallam, Arlita W. and Teresa R. Dalston. Managing Budgets and Finances: A How-To-Do-It Manual for Librarians and Information Professionals. New York: Neal-Schumann Publishers, 2005.

Staff/User Education

  • Drewes, Jeanne M. and Julie A. Page, eds. Promoting Preservation Awareness in Libraries. Westport, CT: Greenwood Press, 1997. 
    Over 35 case studies document programs and strategies for providing formal and informal preservation education initiatives throughout the library. Useful for academic, school, and public library, and special collections staff.

 

 

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