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Planning and Prioritizing
1.7 Preservation Planning: Select Bibliography

This short bibliography is intended to assist managers of collections of library, museum, and archives collections in the development of their preservation program. It provides a range of sound, specialized information to help in the assessment of preservation needs, and in deciding priorities for addressing them. Collections managers should also consult the literature on standard strategic planning methodologies to further support this planning process.

Annotations have been provided for most of the references listed. These come courtesy of NEDCC staff, from published reviews, or A Core Collection in Preservation [1st ed., by Lisa L. Fox (1988); 2nd ed. by Don K. Thompson and Joan Ten Hoor (1993): Chicago: American Library Association]. The Society of American Archivists (SAA), Education Committee of the Preservation Section, issues annual updates of their "Selected Readings in Preservation," an excellent review resource of the archives preservation literature.

A list of serials and periodicals is given at the end of this leaflet as a guide to current literature, which focuses on organizing the various aspects of a preservation program.

Alberta Museums Association. Self-Evaluation Checklist. Edmonton, Alberta: Alberta Museums Association, 1991.

Alberta Museums Association. Standard Practices Handbook for Museums. Edmonton, Alberta: Alberta Museums Association, 1990.

American Association of Museums. Shaping the Museum: The MAP Institutional Planning Guide. 2nd ed. Washington, D.C.: American Association of Museums, 1993.

American Library Association, Subcommittee on Guidelines for Collection Development. Guide for Written Collection Policy Statements. Bonita Bryant, ed. Chicago: American Library Association, 1989; Collection Management and Development Guides, No. 3, 32 pp. This and the following two publications are part of a series of collection development guides produced by ALA. All of their information is simple, straightforward, and readily applicable. They are highly recommended.

American Library Association, Subcommittee on Guidelines for Collection Development. Guide to the Evaluation of Library Collections. Barbara Lockett, ed. Chicago: American Library Association, 1989; Collection Management and Development Guides, No. 2, 25 pp.

American Library Association, Subcommittee on Guidelines for Collection Development. Guide to Review of Library Collections. Lenore Clark, ed. Chicago: American Library Association, 1991; Collection Management and Development Guides, No. 5, 41 pp.

Association of Research Libraries (ARL). Preservation Planning Program Resource Guides. Jutta Reed-Scott, general editor. Washington, D.C.: ARL, 1993, various lengths. Seven guides, compiled by senior preservation administrators in academic libraries, intended to provide norms against which a library can measure its preservation efforts, enhance existing activities, and develop new initiatives. Titles cover reformatting, conservation/repair, binding, collections maintenance, emergency planning, staff and user training, and preservation management.

Barry, Bryan W. Strategic Planning Workbook for Nonprofit Organizations, Revised and Updated. St. Paul, MN: Amherst H. Wilder Foundation, 1997. Provides step-by-step guidance and worksheets to develop a plan. Available from

Calmes, Alan. "Preservation Planning at the National Archives and Records Administration." The Record 1. 2 (November 1994): 1.

Cloonan, Michèle V. Organizing Preservation Activities. Association of Research Libraries Resource Guide. Washington, D.C.: Association of Research Libraries, 1993, 98 pp.

Darling, Pamela W., and Wesley Boomgaarden, comps. Preservation Planning Program Resource Notebook. Washington, D.C.: Association of Research Libraries, Office of Management Studies, 1987, 719 pp. Excellent source of bibliographies, background and technical readings, and important ephemeral materials useful in library preservation planning and implementation. Developed for use with Darling and Webster's Self-Study Manual (1987) [See next entry].

Darling, Pamela W., with Duane E. Webster. Preservation Planning Program: An Assisted Self-Study Manual for Libraries. Edited and revised by J. Merrill-Oldham and J. Reed-Scott. Washington, D.C.: Association of Research Libraries Office of Management Studies (OMS), 1993. Developed to help libraries plan and implement preservation programs by a process that educates and involves a large number of staff members. Outlines a self-study process for assessing needs, setting priorities, and planning a condition survey of the collection, organization and staffing, disaster control, education of staff and users, and inter-institutional cooperation. Augmented by Darling and Boomgaarden's Resource Notebook (1987) and seven new ARL Preservation Planning Program Resource Guides (1993). Final reports of institutions that have completed the formal self-study are also available from OMS.

DeCandido, Robert, and Cheryl Shackleton. Who Ya Gonna Call? A Preservation Services Sourcebook for Libraries and Archives. New York: The New York Metropolitan Reference and Research Library Agency (METRO), 1992, 132 pp. Available from the New York State Library, Division of Library Development, Cultural Education Center, Albany, NY 12230. Provides listings for sources of various preservation services, including preservation surveys, microfilming, flat paper treatment, bookbinding, library binding, and sources of supplies. Covers an area bounded by Washington, DC; Philadelphia; and Boston; but also includes more distant institutions that are able to provide services within that area.

Drewes, Jeanne M., and Julie Page, eds. and comps. Promoting Preservation Awareness in Libraries: A Sourcebook for Academic, Public, School, and Special Collections. Westport, CT: Greenwood Press, 1997. One of the comprehensive reviews of library user preservation education programs for personnel in school, public, academic, and special collections. Provides practical examples on how institutions can educate and inform their staff and users. Concludes with useful appendixes on effective graphics for displays, bibliographies, and audiovisual lists.

Ellis, Judith, ed. Keeping Archives. 2nd ed. Sydney, Australia: D.W. Thorpe with Australian Society of Archivists, 1993, 512 pp. A one-stop guide. Covers every aspect of archives management, including preservation, in simple, practical language. Excellent for introduction, review, or reference; provides breadth rather than depth. Available from Society of American Archivists.

Gallery Association. Insurance and Risk Management for Museums and Historical Societies. Hamilton, NY: Gallery Association, 1985, 96 pp. Examines basic risk management concerns and insurance options for museums; information transferable to other cultural collections and institutions. Available from American Association of Museums, Washington, D.C. 20005.

Green, Sara Wolf, ed. The Conservation Assessment. A Tool For Planning, Implementing, and Fundraising. 2nd ed. Marina del Ray, CA, and Washington, D.C.: Getty Conservation Institute and National Institute for the Conservation of Cultural Property, 1991.

Harvey, Douglas R., ed. "Developing a Library Preservation Program." Chap. 10 in Preservation in Libraries: A Reader. New York: Bowker-Saur, 1993. Outlines four models of integrating preservation into libraries: small specialized libraries, high-use collections, lower-use retrospective collections, and collections of national importance. Available from Bowker-Saur, 121 Chanlon Rd. New Providence, NJ 07974. 1-800-521-811.

Hoagland, K. Elaine, ed. Guidelines for Institutional Policies & Planning in Natural History Collections. Washington, D.C.: Association of Systematics Collections, 1994.

Jones, Maralyn, comp. Collection Conservation Treatment: A Resource Manual for Program Development and Conservation Technician Training. Berkeley: Conservation Department, Library, University of California, 1993, 451 pp. Material (book repair procedures, work space organization, decision trees, etc.) from the Berkeley conference on repair-technician training, 1992. Offers alternatives for common procedures for large-scale book repair programs. Available from Association of Research Libraries, Washington, D.C. 20036.

Lusenet, Yola De. Choosing to Preserve: Towards a Cooperative Strategy for Long-Term Access to the Intellectual Heritage. Papers of the International Conference. European Commission on Preservation and Access, Amsterdam, Netherlands, 1997, 165 pp.

Managing Preservation: A Guidebook. Columbus, Ohio: State Library of Ohio and the Ohio Preservation Council, 1995. Available from Clara Ireland, State Library of Ohio, 65 S. Front Street, Columbus, Ohio. A manual for the new and the experienced preservation manager.

McCord, Margaret, and Catherine Antomarchi. A Preventive Conservation Calendar for the Smaller Museum. Rome: International Centre for the Preservation and Restoration of Cultural Property, 1997.

Merrill-Oldham, Jan, Carolyn Clark Morrow, and Mark Roosa. Preservation Program Models: A Study Project and Report. Association of Research Libraries, Committee on Preservation of Research Library Materials. Washington, D.C.: Association of Research Libraries, 1991, 54 pp. Intended to provide library administrators with guidelines for assessing preservation programs; divides ARL libraries into four groups by size, and within each group assesses program maturity with benchmarks for personnel, production, and budget. Discusses ten components of a comprehensive preservation program. A useful model regardless of library size or mission.

Mibach, Lisa. Collections Care: What to Do When You Can't Afford to Do Anything. Oberlin, Ohio: Mibach & Associates, Collection Conservation.

Motylewski, Karen. "What an Institution Can Do to Survey Its Own Preservation Needs." In Collection Maintenance and Improvement. Sherry Byrne, ed. Washington, D.C.: Association of Research Libraries, 1993.

National Association of Government Archives & Records Administrators. NAGARA Guide and Resources for Archival Strategic Planning. Albany, NY: National Association of Government Archives & Records Administrators, 1991. Consists of three tools: a computer-assisted self-study program that employs artificial intelligence to derive and report goals, objectives, and priorities tailored to the institution; a manual on planning strategies; and a 700-page "Resource Compendium" with published and unpublished readings. Society of American Archivists, 600 South Federal, Suite 504, Chicago, IL 60605. Telephone: (312) 922-0140, ext. 21,

New York State Archives and Records Administration. Guidelines for Arrangement and Description of Archives and Manuscripts: A Manual for Historical Records Programs in New York State. Albany, NY: New York State Archives and Records Administration, 1991, 35 pp. Available from Documentary Heritage Program, State Archives and Records Administration, New York State Education Department, Room 9B44 Cultural Education Center, Albany, NY 12230. A simple introduction to archival theory and the MARC format, applicable to any institution entrusted with historical materials. Provides an excellent overview of accepted archival procedures for arrangement and description, and includes a short bibliography, which lists the basic tools and manuals widely used in archival description. An ideal starting place for small organizations and untrained archivists.

Ogden, Barclay, and Maralyn Jones. CALIPR. Sacramento, CA: The California State Library, 1997. PC-based software (with accompanying manual) that provides an automated tool to assess preservation needs of book and document collections based on a 100-item random sample. Available from the California State Library Foundation, P.O. Box 942837, Sacramento, CA 94237-0001 or can be downloaded at no charge directly from the Berkeley Library Digital Sunsite

Ogden, Sherelyn. Preservation Planning: Guidelines for Writing a Long-Range Plan. Washington, D.C.: American Association of Museums and Northeast Document Conservation Center; 1997. Assists in writing a long-range preservation plan for collections care. Provides extensive worksheets in both print and electronic format: IBM-compatible disk.

Pickett, A.G., and M.M. Lemcoe. Preservation and Storage of Sound Recordings. (Rpt. of 1959 Library of Congress publication.) Silver Springs, MD: Association for Recorded Sound Collections, 1991, 75 pp. Available from Society of American Archivists, Chicago, IL. Commonly recommended as essential reading for managers of sound collections. Surprisingly current; most recommendations for storage are still valid. Predates digital technology.

RLG Preservation Needs Assessment Package (PreNAP). Mountain View, CA: Research Libraries Group, 1991. An automated tool to assess preservation needs. Available from Preservation Publication Coordinator, RLG, 1200 Villa Street, Mountain View, CA 94041-1100.

Reed-Scott, Jutta, ed. Preservation Planning Program. Washington, D.C.: Association of Research Libraries, 1993. An excellent series of seven resource guides offering comprehensive and easy-to-use reprints of articles, documents, and bibliographies concerning the major components of preservation in libraries. Developed primarily for use with the PPP Assisted Self-Study Manual. Series includes: 1. Options for Replacing and Reformatting Deteriorated Materials (Jennifer Banks, ed.); 2. Staff Training and User Awareness in Preservation Management (Wesley Boomgaarden, ed.); 3. Disaster Preparedness (Constance Brooks, ed.); 4.Collection Maintenance and Improvement (Sherry Byrne, ed.); 5. Collections Conservation (Robert DeCandido, ed.); 6. Managing a Library Binding Program (Jan Merrill-Oldham, ed.); 7. Organizing Preservation Activities (Michéle V. Cloonan, ed.). Association of Research Libraries, 21 Dupont Circle, N.W., Suite 800, Washington, DC, 20036. (202) 296-2296, E-mail:,

Ritzenthaler, Mary Lynn. Preserving Archives and Manuscripts. Chicago: Society of American Archivists, 1993; SAA Archival Fundamentals Series. 232 pp. A comprehensive and important guide for preservation of archives and manuscripts.

Thompson, Don, and Joan Ten Hoor, eds. A Core Collection in Preservation. 2nd ed. Chicago: American Library Association, 1993, 41 pp. Excellent bibliography for basic preservation education. See also Lisa Fox, A Core Collection in Preservation. Chicago: ALA, 1988, 15 pp.

Tuttle, Craig A. An Ounce of Preservation: A Guide to the Care of Papers and Photographs. Danvers, MA: Rainbow Books, 1995, 111 pp. "The information in this book will prove useful to anyone interested in preserving paper-based items and photographs. Church secretaries, historical society volunteers, veterans, grandparents, genealogists, historians, librarians, manuscript curators, archivists and collectors will find this book essential" (Intro.).

Waller, Robert. "Preventive Conservation Planning for Large and Diverse Collections." In Preservation of Collections: Assessment, Evaluation, and Mitigation Strategies. Preprints of the June 10-11, 1996, Workshop. Washington, D.C.: American Institute for Conservation of Historic and Artistic Works, 1996.

Wolf, Sara J. "Conservation Assessments And Long-Range Planning." In Current Issues, Initiatives, And Future Directions For The Preservation And Conservation Of Natural History Collections. Madrid: Consejeria de Educacion y Cultura, Comunidad de Madrid. Direccion General de Bellas Artes y Archivos, Ministerio de Cultura, 1993.

Periodical and Serial Publications

Abbey Newsletter. Ellen McCrady, ed. 7105 Geneva Drive, Austin, TX 78723. Source of timely information on preservation and conservation subjects, including bookbinding, commercial binding, educational programs, supply sources, and news. Especially useful are book reviews and thorough listings of relevant publications from a wide range of sources. Essential reading for anyone concerned with preservation and conservation issues.

American Association of State and Local History Technical Leaflets. Suite 102, 172 Second Avenue North, Nashville, TN 37201. A series of leaflets providing up-to-date technical information of interest to historical agencies and museums. Covers a wide range of subjects, from general administrative issues to management of local government records, landscaping, care of textiles, and oral history.

Basic Manual Series and Archival Fundamentals Series. Society of American Archivists, 600 South Federal Street, Suite 504, Chicago, IL 60605,, Excellent resources for those with archival responsibilities. The BMS, published in the 1980s, describes and illustrates basic archival functions such as accessioning, appraisal, arrangement and description, reference and access, security, reprography, and conservation. The AFS, in production since 1990, updates and expands upon the earlier series.

CCI Notes. Canadian Conservation Institute, National Museum of Canada, 1030 Innes Road, Ottawa, Ontario K1A OM5, Canada. Pamphlets which offer practical advice about issues related to the care, handling, and storage of cultural objects.

CLIR Issues.Council on Library and Information Resources, Commission on Preservation and Access, 1755 Massachusetts Avenue, NW, Suite 500, Washington, D.C. 20036-2188, Telephone: (202) 939-4750,, www.clir/org. Includes a section with preservation and access related articles; focus is on digital initiatives. Issues available online.

Conserve O Gram Series. National Park Service, Curatorial Services Division, Harpers Ferry, WV 25425. Two- to four-page leaflets designed for use by the staff of national parks and museums provide detailed instruction as opposed to broad guidelines. Address environment, housekeeping, storage and handling, and health and safety, among other subjects. Cover objects of various types, biological specimens, and paper. Issued in 3-ring binder format, and periodically reviewed and updated. Can now be downloaded at no charge directly from their website at

Library Resources and Technical Services. Association of Library Collections and Technical Services, American Library Association, 50 East Huron Street, Chicago, IL 60611. Telephone: (800) 545-2433, Provides articles on the latest technical developments, preservation, and other technical services.

National Center for Preservation Technology and Training (NCPTT) Notes. NSU Box 5682, Natchitoches, LA 71497. Provides information relative to the field of preservation and conservation in technology, education, and training.

Regional Alliance for Preservation (RAP). A cooperative project to share preservation training resources. RAP website,

Spec Kits. Systems and Procedures Exchange Center, Association of Research Libraries, Office of Management Studies, 1527 New Hampshire Avenue, NW, Washington, D.C. 20036.Series devoted to library management issues, many of which relate to preservation. Each kit contains charts and documents gathered from various institutions that deal with the kit topic. Subjects include collection analysis, preservation organization and staffing, and exhibits.

WAAC Newsletter.Western Association for Art Conservation, Publication Order c/o Chris Stavroudis, 1272 North Flores Street, Los Angeles, CA 90069, Telephone: (213) 654-8748,, Contains feature articles, regional news, technical exchange, event calendar, positions available, and a publication section. WAAC also has a Membership Directory that lists more than 400 manufacturers and suppliers of conservation related materials.

Waters, Peter. "Phased Preservation: A Philosophical Concept and Practical Approach to Preservation." Special Libraries 81.1 (December 1990): 35-43.


NEDCC gratefully acknowledges the previous work of Karen Motylewski in preparing this preservation leaflet.

Written by Debra Saryan


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