LIS 619 Preservation Management

A Word document version of this syllabus is also available.

Fall 2006: August - December, Thursday, 5:00-7:40 PM
August 24, Hamilton Library Room 113
August 31 - December 7 (except for off-site classes) Hamilton Library Room 301

Instructor: Lynn Ann Davis (with Deborah Dunn and guest stars)

Office: Hamilton Library, Preservation Department, Room 552
Office Hours: By appointment

Course Description:
This course is an introduction to preservation management.  The course focuses on management strategies for preservation of libraries and archives but the concepts are applicable to museum collections as well.  The course covers preservation planning, condition surveys, disaster planning, and grantsmanship, as well as basic issues relating to the deterioration of collections.

Program Learning Objectives:

This preservation management course addresses the following objectives of the LIS Program enabling students to:

Course Learning Objectives:

Planning a course is like writing a piece of music. We have to consider where we want the points of emphasis, the appropriate tempo, and the variations of rhythm and melody you intend to offer. We also have to decide who is playing the instruments and what kind of audience they will have!
(Ferguson, R., and E. Pye, Our students and ourselves, approaching course design, ICCROM, e-doc, 2003; )

My course learning objects have been influenced by the Ferguson and Pye.  Together we will be able to meet the goals:


Teaching Method:

I like to have fun and am always learning. I have a pragmatic approach towards teaching preservation issues.  Reading assignments are designed to assist students in developing skills to analyze problems and apply preservation principles.  I expect graduate students to be informed on class topics and bring new perspectives to discussions. 

My philosophy is that you will get out of this class what you put into it.


There is no single book that provides a broad introduction to the field of preservation.  Readings from a number of sources are therefore required to gain a broad overview of the subject.  To make it easier for you I have created reading "samplers" for you by scanning articles.  Many of the readings a drawn from Web sources including:

Ogden, Sherelyn, (ed.).  Preservation of library and archival materials: A manual, (Andover, MA: Northeast Document Conservation Center, 1999).

A manual comprised of a series of leaflets developed over the years by the Northeast Document Conservation Center (NEDCC) for their institutional clients to answer commonly asked preservation questions.  It is available at:

Brown, Karen E.K., Beth Pakus and Julie Reilly, Preservation 101: An Internet Course on Paper Preservation, Northeast Document Conservation Center (NEDCC), 2001.

Eight modules that include self-testing quizzes, this very well designed online tutorial covers archiving; environmental, biological, and mechanical causes of deterioration; cleaning and tools of the trade; planning for emergencies; specifics on storage and care of photographic images; and organizing a preservation program.  Also included is a glossary of terms, basic care and handling guidelines, and an annotated guide to further sources, both hard copy and online. 

Preservation samplers:

            As a way to introduce you to some of the essential Preservation Management concepts I put together "samplers" of readings.  My intention is to plunge you into the world of preservation from many different perspectives.  Preservation Management in libraries, archives and museums varies primarily by the format of the materials (books, paper, paintings, cultural objects, etc.), and the audience use (circulating collections, research collections, exhibits, etc.)

            A key preservation skill is exploring issues from as many different perspectives as possible.  The sampler is intended to start you thinking beyond the container (library, archives, and museums) and looking at preservation issues from different points of view. In every case you could replace (with a few adjustments) library with museum with archives. 

Acrobat PDF versions of the samplers are available below. If you need to download the free Acrobat reader software, go to this site.

Preservation Management Sampler 1 - Introduction

1) David A. Randall, Dukedom Large Enough:  Reminiscences of a Rare Book Dealer 1929-1956, NY: Random House, 1969, pp. 13-14.

2)  Nancy Marrelli, "Introduction," Implementing Preservation Management:  A How-To Manual for Archives, Quebec, Canada:  National Library of Canada, 1996, pp. 9-12.

3) Abby Smith, "Preservation in the Digital Age: What is to be done?" American Libraries, March 1999, pp. 36-39. 

4) Konstanze Bachmann, editor, "Introduction," Conservation Concerns: A Guide for Collectors and Curators, Washington and London: Smithsonian Institution Press, 1992, pp. 1-3.

5) Seven Haakanson Jr. (Alutiiq- Sugpiaq), "Why Should American Indian Cultural Objects be preserved," Caring for American Indian Objects: A Practical and Cultural Guide, St. Paul:  Minnesota Historical Society Press, 2004, pp. 3-6.

6) Williams, Stephen L. "Growth and Development of the Conservation Profession," Collections: A Journal for Museum and Archives Professionals, November 2005, pp. 83-93.

Preservation Sampler 2 - Exploring the Umbrella

1) Charles Wilson Peale, The Artist in His Museum (1822) [painting].

2) Sherelyn Ogden, "The Causes of Deterioration and Preventative Care," Caring for American Indian Objects: A Practical and Cultural Guide, St. Paul:  Minnesota Historical Society Press, 2004, pp. 23-39.

Preservation Sampler 3-  Environmental Issues

1) Lawrence Weschler, "Part I: Inhaling the Spore," Mr. Wilson's Cabinet of Wonder,  New York: Vintage Books, 1995, pp. 3-4, pp. 32-33, pp. 60-62, and pp. 66-69.

2) Paul N. Banks, "Environment and Building Design," in Preservation: Issues and Planning, Chicago and London: American Library Association, 2000, pp. 114-144.

3) David Gilroy and Ian Godfrey, eds. "Appendix 2:  Humidity Tolerance of Some Materials," A Practical Guide to The Conservation Care of Collections, p. 160.

Preservation Sampler 4 - Archives

Christine Ward, "Preservation Program Planning for Archives and Historical Records Repositories," in Preservation and Planning Issues, ed. Paul N. Banks and Roberta Pilette, Chicago: American Library Association, 2000,  pp. 43-62

Preservation Sampler 5 - Library Collections

Carolyn Harris, "Selection for Preservation," in Preservation and Planning Issues, ed. Paul N. Banks and Roberta Pilette, Chicago: American Library Association, 2000,  pp.206-224.

Preservation Sampler 6 - Condition Surveys

1) David Ward and Thomas H. Teper, "Undergraduate Library Collections 40 Years Later: An Assessment of Use and Preservation Needs at the University of Illinois at Urbana Champaign," Collection Management, Vol. 30 (1), 2005, pp. 9-27.

2) Jennifer Hain Teper and Sarah M. Erekson, "The Condition of Our "Hidden" Rare Book Collections: A Conservation Survey at the University of Illinois at Urbana-Champaign," Library Resources: Technical Services, July 2006, pp. 200- 212.

Preservation Sampler 7 - Exhibition

Roberta Pilette, "Exhibition Policy and Preparation" in Preservation Issues and Planning, ed. Paul N. Banks and Roberta Pilette, Chicago: American Library Association, 2000, pp. 185-205.

Preservation Sampler 8 - Digital

1) Peter S. Graham, "Issues in Digital Archiving," in Preservation and Planning Issues, ed. Paul N. Banks and Roberta Pilette, Chicago: American Library Association, 2000,, pp. 97-106, and 112-113.

2) Paula De Stefano, "Digitization for Preservation and Access," in Preservation and Planning Issues, ed. Paul N. Banks and Roberta Pilette, Chicago: American Library Association, 2000, pp. 307-322.

Preservation Sampler 9 – Leadership

Assignments and Grading:

Grades will be determined by a combination of participation, mid-term project, and final project.

Grade chart
Design Preservation Umbrella (due August 31) 10
Participation class discussion  10
Internship hours: condition survey  20
HMLTN condition survey    report  (due November 2) 20
Final Project   (due December 7)  40

Design Preservation Umbrella:

Incorporate core ideas from film or readings to convey some aspect (overview of detail) of preservation or conservation issues.


Students are expected participate in the class discussions, and case studies.  Participation will be evaluated by demonstrated knowledge derived from reading, contribution to discussions, and respect for fellow classmates by encouraging everyone to contribute.

STUDENT DISCUSSION LEADERS:  Students sign up for classes; they will introduce the topic; work with the instructor; and facilitate discussion.

Internship hours: Hamilton Condition Survey (Group Project):

Students will be divided into groups and assigned a sample of volumes in the HMLTN location to review for a conditions survey.  The group will determine factors to be noted.

Hamilton Condition Survey Report (Group Project):

The Condition Survey group will collate the findings from their sample, and write a condition report about their findings and implications to preservation of the Hamilton Library collections.

Final Project:

Research Paper and Discussion

Choose a topic for a research paper that has meaning for you and provides a synthesis of some aspect of the course.

The paper should be as long as necessary to present a thoughtful, informative and interesting piece of research. Poor physical presentation of the work, including misspellings, grammatical errors, inadequate footnoting, and the like will result in a lower grade. All papers need to be written using a PC; double space text; use 12pt. Font. Your research paper will be graded on four components:




Aug 24

Course Syllabus/ Film: Slow Fires

Debbie Dunn

Hamilton Rm 113

Preservation Sampler #1

Create an Umbrella

Aug 31

Exploring the Umbrella: Preservation, Conservation, and Restoration

Hamilton Rm 301

Preservation Sampler #2

Council on Library and Information Resources (CLIR), The Evidence in Hand:  Report of the Task Force on the Artifact in Library Collections, 2001.  (Sections 1,2,3, and 5).

Umbrella due
Sep 7

Environmental, Biological Factors and Deterioration

 Hamilton Rm 301

Kyle Hamada

TOUR:  Preservation Department

Preservation Sampler #3


Patkus, Beth Lindblom, "Monitoring Temperature and Relative Humidity," NEDCC, Technical Leaflet,

Preservation Sampler #four

Patkus, Beth Lindblom, "Integrated Pest Management," NEDCC, Technical Leaflet,

Patkus, Beth Lindblom,  "Emergency Salvage of Moldy Books and Paper," NEDCC, Technical Leaflet,

Arrange to car-pool to Hawaii State Archives
Sept 14

Preservation Issues and Archives

Meet at Hawaii State Archives on Iolani Palace Grounds Instructors: Susan Shaner, Luella Holt-Kurkjian

Preservation Sampler #4

Review Nancy Marrelli article in Sampler #1

Meet at Hawaii State Archives on Iolani Palace Grounds

Sept 21

Preservation Issues and Library Collections

Hamilton Rm 301

Preservation Sampler #5


Sept 28

Condition Surveys and Disaster Planning

Hamilton Rm 301


Sampler # 6

Ogden, Sherelyn, "Considerations for Prioritizing," NEDCC, Technical Leaflet,

NEDCC, "Lesson 6: Emergency Preparedness," Preservation 101.

Paktkus, Beth Lindblom, "Disaster Planning," NEDCC Technical Leaflet.

Buchanan, "Emergency Salvage of Wet Books and Records,"  NEDCC Technical Leaflet,

Sign up for Group for HMLTN Condition Survey

Oct 5

Condition Survey Case Study: Hamilton Library

Hamilton Rm 301


Oct 12

Preservation Management Case Study: Sinclair Library

Meet in Sinclair Library Lobby


Meet in Sinclair Library Lobby

Oct 19

Preservation and Exhibitions

Debbie Dunn

Hamilton Rm 301

Preservation Sampler #7


Arrange to car-pool to Iolani Palace

Oct 26

Preservation Issues and Museum Collections

Meet at `Iolani Palace

Instructors: Stuart Ching, `Iolani Palace Curator; Malia VanHeukelem, Collections Manager

Review Sampler #2 and Sampler 7

Meet at `Iolani Palace

Nov 2

 Review Hamilton Condition Survey

Hamilton Rm 301


Final Project abstract and preliminary bibliography due

Nov 9

Preservation surrogates and the Digital image

Hamilton Rm 301

Christine Takata

Tour:  Hamilton Library Reformatting


Preservation Sampler #8


Conway, Paul, "The Relevance of Preservation in a Digital World," NEDCC Technical Leaflet,

Draw grant agency out of hat to review for next class.

Nov 16

Grants and Preservation strategies

Hamilton Rm 301


Source from: SOLINET Preservation Resources, "Funding Resources for Preservation," July 23, 2002.

Nov 23

Relax and read about what happened to the Native Americans who saved the "pilgrims"

Nov 30

Leadership and Preservation

Hamilton Rm 301


Reed-Scott, Jutta, Preserving Research Collections, Association of Research Libraries and American Historical Association, 1999.

Leadersdirect Web site has short bulleted readings on leadership:

        Introduction/Leadership as Discovery

        Leadership as Evolution

        The role of Vision

        Leadership or Guerilla warfare?

Dec 7

Final Project

Hamilton Rm 301

Discussion of Preservation issues based on final projects.

Final Project due