Library and Information Management  ·  Level 6
Information Resource Management
Chapter 3: Process library materials
📚 4 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • Accurately accession information materials into the system.
  • Conduct regular audits of library materials following the correct procedures.

These skills will help you keep library resources well-organized and reliable, making it easier for everyone to find and use the information they need.

Processing library materials is a fundamental function in Library and Information Management, ensuring that every resource is systematically prepared for effective use by patrons. In Kenya, where libraries serve diverse communities including schools, universities, and county government offices, efficient processing guarantees timely access to accurate information. This chapter focuses on the essential steps involved in handling information materials from their receipt through to their final placement on the shelves, underpinning the smooth operation of library services.

3.0 Definition of terms

In Library and Information Management, clear understanding of terminology is vital for professionals who must handle materials efficiently and consistently. This section defines the key terms used when library materials are prepared for users: processing, accessioning and classification, together with related terms such as cataloguing and information materials. For example, when a technical college library receives a consignment of new welding textbooks, each of these terms describes a different action taken before the books reach the shelf.

Processing information materials

Processing is the whole set of activities that prepare an information material for use after it arrives in the library. It runs from accessioning through cataloguing and classification to physical preparation such as stamping, labelling and covering. Example: a box of 40 new textbooks received by a college library is not ready for students until every copy has been recorded, described, given a class number, marked and shelved.

Key terms used in processing:

  • Processing: the complete chain of tasks that turns a newly received item into one that users can find, borrow and read. It ensures materials are ready for shelving and use.
  • Accessioning: the formal recording of each incoming item in the library's register, giving it a unique number. It is explained fully under its own heading below.
  • Cataloguing: the detailed description and indexing of an item to create a bibliographic record. The record holds metadata such as author, title, publication date and subject headings, which support discovery through the library catalogue.
  • Classification: the grouping of items by subject so that related materials stand together. It is explained fully under its own heading below.
  • Physical preparation: the practical tasks of stamping, labelling, attaching security or barcode labels and protecting the item. These tasks make the item identifiable and durable on the shelf.
  • Information materials: all physical and digital resources acquired by the library, such as books, journals, reports, maps, audio-visual items and electronic documents. Libraries manage both print and digital materials, so processing methods must be adaptable.

Accessioning information materials

Accessioning is the formal process of recording incoming materials in the library's accession register or database. Each item receives a unique accession number that identifies it throughout its life in the library. It is the first step in processing and is critical for establishing control over holdings, because it ensures every item is accounted for. Example: a university library records a donated set of 12 agricultural journals, giving each volume its own number so that it can be traced in stock verification.

Purpose of accessioning:

  • Ownership and control: it establishes that the item belongs to the library and places it under the library's control.
  • Unique identification: it gives each copy its own number, even when several copies of the same title are held.
  • Tracking and inventory: it allows staff to check stock, identify missing items and confirm what is on the shelves.
  • Budgeting and auditing: it provides evidence of what was purchased or received, supporting financial reports and audits.
  • Retrieval and record-keeping: it gives a permanent record of each item that can be consulted when the item is withdrawn, replaced or traced.

Components of an accession record:

  • Accession number: a unique code assigned in sequence, never reused for another item.
  • Title and author details: the basic identification of the work.
  • Acquisition source and date: whether the item was bought, donated or exchanged, from whom, and when it was received.
  • Physical description and format: the type of material, such as a hardback book, a map or a DVD, and the number of volumes or pages.
  • Condition notes and price: the state of the item on arrival and its cost or estimated value where applicable.

Tools used in accessioning:

Name Specification Use
Accession register Bound, numbered pages with ruled columns for each record component Recording accession details by hand
Library database Computer-based records with fields for number, source, date and price Entering and searching accession records electronically
Ownership stamp Rubber stamp carrying the library's name, used with a stamp pad Marking items as library property
Labels Adhesive labels for accession or call numbers Attaching identifiers to items
Computer Workstation connected to the library system Digital record entry
Barcode printer Prints barcode labels linked to the accession number Modern tracking of items at circulation and stock-taking

Classification of information materials

Classification is the systematic arrangement of information materials into groups according to subject, content or form. It places items on the same subject next to each other and gives each item a class number that shows where it belongs on the shelf. Example: in a college library, books on arc welding and gas welding receive class numbers that are close together, so a student browsing one shelf finds both.

Objectives of classification:

  • Grouping related materials: items on the same subject stand together, which saves users time when browsing.
  • Standardising subject access: a recognised scheme gives the same subject the same number, so users and staff know where to look.
  • Browsing and collection development: staff can see at a glance which subjects are well covered and which need more titles.
  • Resource sharing: common class numbers make it easier to exchange records and to support inter-library loans.
  • Computerised cataloguing and search: class numbers act as search points in the library system, linking shelf position to catalogue records.

Classification process:

  1. Examine the item, including its title page, contents page, preface and introduction, to understand what it is about.
  2. Identify the main subject of the work, and note its form or approach if the scheme requires it.
  3. Select the appropriate class number from the classification scheme in use, following the scheme's rules.
  4. Assign the number to the item and record it in the catalogue record.
  5. Label the item with the call number, made up of the class number and any author or book mark, usually on the spine.
  6. Arrange the item on the shelf in the order set by the class number, and check that it sits correctly among neighbouring items.
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🔒3.1 Information materials are accessioned (procedure)

The accessioning procedure is a detailed sequence of steps that library professionals follow to ensure new materials are properly processed and integrated into the collection. This procedure guarantees accuracy, accountability, and readiness for user access, w…

🔒3.2 Classification of Information Materials

Classification is a fundamental process in library and information management that enables systematic arrangement and retrieval of materials. In the Kenyan context, where libraries serve diverse communities and institutions such as universities, county governm…

🔒3.3 Information materials

In library and information management, information materials encompass all physical and digital resources that a library acquires, organises, and makes accessible to users. Libraries, whether public, academic, school or special, must manage diverse materials e…

Chapter Summary

This chapter explored the fundamental concepts related to processing library materials within information resource management. It began by defining key terms and outlining the procedures involved in accessioning information materials, including receiving, inspecting, stamping, cataloging, assessing condition, storing, and notifying stakeholders. The classification of information materials was then examined, highlighting the different forms such as general and specific classifications. The chapter detailed the categories of classification systems, focusing on enumerative and faceted approaches. It further discussed various types of classification schemes commonly used, including the Library of Congress, Dewey Decimal, Universal Decimal, and special in-house systems. Finally, the organization of information materials was presented, emphasizing methods based on size, color, format, subject, author, and title to facilitate efficient retrieval and management. This comprehensive overview equips students with a clear understanding of the processes and systems essential for managing library resources effectively.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Define accessioning in the context of library materials processing. (3 marks)
  2. List the main steps involved in accessioning information materials. (5 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Define accessioning of information materials and explain its significance in the management of library resources at a county government library in Kenya. (4 marks)
  2. List and explain four key steps involved in the accessioning procedure of new library materials. (4 marks)
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Chapter Practical Activities

Practical 1: Accession library materials with complete record creation

Library and Information Management · Level 6
Information Resource Management
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Accession five library information materials by inspecting, recording details, and creating accession records in the accession register and library software.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Permanent marker penInformation materials (books, magazines, DVDs)
Computer with library management softwareAccession register book
Library accession cards
Dust coat
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Information materials (books, magazines, DVDs)5 items per Candidate
2Accession register book1 per Candidate
3Permanent marker pen1 per Candidate
4Library accession cards5 cards per Candidate
5Computer with library management software1 per Candidate
6Dust coat1 per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Accession library materials
Wore dust coat before handling materials
(Award 1 mark for wearing dust coat or zero)
1
Received and sorted five information materials
(Award 1 mark per correctly identified and sorted item, max 2 marks)
2
Inspected each item for physical condition and correctness
(Award 1 mark per item inspected with notes, max 3 marks)
3
Recorded complete accession details in the accession register for all five items
(Award 1 mark per item with complete and accurate details including title, author, publisher, date, accession number)
5
Created corresponding accession records in the library management software for all five items
(Award 1 mark per item correctly entered into software with matching details)
5
Prepared and filled out accession cards for all five items
(Award 1 mark per properly completed card)
3
Cleared and organized the work area after completion
(Award 1 mark for clearing workstation)
1
Sub-Total20
PRODUCT CHECKLIST
Accession register contains five entries with complete and accurate details
(Award 1.6 marks per correct entry, total 8 marks)
8
Accession records in library software match register details and are error-free
(Award 1.6 marks per correct digital record, total 8 marks)
8
Accession cards are legible, accurate, and filed correctly
(Award 0.8 marks per card correctly completed and filed, total 4 marks)
4
Sub-Total20
GRAND TOTAL40
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Stamping library materials as per accessioning procedures

Library and Information Management · Level 6
Information Resource Management
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Apply accession and property stamps correctly on three library materials following the standard library stamping procedure.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Pre-inked library stampsLibrary accession register
Stamp pad with blue inkNew library materials
Clean lint-free cloth
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Library accession register1 Pc per Candidate
2Pre-inked library stamps (date and property stamps)2 Pcs per Candidate
3Stamp pad with blue ink1 Pc per Candidate
4New library materials (books and periodicals)3 Pcs per Candidate
5Clean lint-free cloth1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Prepare for stamping
Wore appropriate protective dust coat
(Award 1 mark for wearing dust coat, zero if not)
1
Checked ink level and applied ink to stamp pad if necessary
(Award 2 marks for ensuring stamp pad is inked properly)
2
Cleaned stamp surface and materials before stamping
(Award 2 marks for properly cleaning surfaces before stamping)
2
Sub-Total5
TASK 2: Apply stamps on library materials
Stamped accession number on the title page of each material
(Award 1 mark per correctly stamped title page, zero if missing or incorrect)
3
Stamped property mark (e.g., 'County Library') on the inner front cover of each material
(Award 1 mark per correctly stamped property mark, zero if missing or incorrect)
3
Stamped date of accession on the inside back cover of each material
(Award 1 mark per correctly stamped date, zero if missing or incorrect)
3
Ensured stamps were clear, legible, and not smudged
(Award 3 marks if all stamps are clear and legible, zero if smudged or unclear)
3
Sub-Total12
TASK 3: Record stamping details
Recorded accession numbers and stamping details accurately in the accession register
(Award 5 marks for correct and complete recording in the register)
5
Checked for completeness and correctness of all entries
(Award 3 marks for thorough checking of register entries)
3
Sub-Total8
TASK 4: Clean up and finalize
Cleaned stamp surfaces and covered stamp pads
(Award 2 marks for proper cleaning and covering of stamps)
2
Cleared and organized work area
(Award 2 marks for neat and clean work area after task)
2
Sub-Total4
PRODUCT CHECKLIST
All three library materials stamped correctly with accession number, property mark, and date in correct locations
(Award up to 10 marks based on accuracy, placement, and clarity of stamps)
10
Sub-Total10
GRAND TOTAL39
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Cataloguing Library Materials into the Card Catalog SystemPractical 3
🔒Assess and Recommend Treatment for Damaged Library BooksPractical 4
🔒Store library information materials in designated locationsPractical 5
🔒Prepare and Send Notifications for Newly Accessioned Library MaterialsPractical 6
🔒Classify library materials using Dewey Decimal ClassificationPractical 7
🔒Classify library materials using the Library of Congress classification schemePractical 8
🔒Organize library materials by size, color, and format for efficient storagePractical 9
🔒Organize Library Materials by Subject, Author, and TitlePractical 10
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Am I competent?

At the start of this chapter we promised you would be able to:

  • Accurately accession information materials into the system.
  • Conduct regular audits of library materials following the correct procedures.

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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