Library and Information Management  ·  Level 6
Information Materials Preservation
Chapter 1: Identify information materials
📚 4 Topics
⚑ What you will be able to do

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

  • Receive information materials correctly by following the proper work procedures.
  • Sort information materials accurately and efficiently according to the correct work procedures.

Mastering these skills ensures that information materials are handled properly, helping to keep important data organized and accessible in your workplace.

Information materials form the foundation of knowledge dissemination and cultural preservation in libraries and information centres across Kenya. Proper identification and handling of these materials is critical to ensuring their longevity and accessibility. This chapter introduces the essential processes involved in recognizing and preparing information materials for preservation, focusing on practical procedures that library professionals encounter daily. Mastery of these procedures enhances the effectiveness of preservation strategies and supports the broader mandate of safeguarding Kenya's intellectual heritage.

1.1 Introduction to preservation of information materials

Preservation in library and information management is the set of deliberate activities that prolong the life and usability of information resources. In Kenya, where libraries serve diverse communities and face limited funding, heat, humidity, dust and pests, preservation keeps books, documents, audiovisual materials and digital files accessible for future users. It is not limited to repairing damage: it begins the moment materials arrive, with careful receiving, sorting, handling and storage, and continues through security, conservation and restoration.

Example: the library of the Teachers Service Commission in Nairobi records the condition of every file and publication it receives, so that later damage can be traced and treated early.

1.1.1 Definition of terms

The terms below are used throughout this unit. Understanding them precisely helps the student distinguish the different activities that keep information materials usable, from the day they arrive to the day they are restored after damage.

Information materials

Information materials are all the resources a library or information centre acquires, organises and makes available to users. They include print materials (books, journals, newspapers, reports, maps and manuscripts), non print materials (photographs, microfilm, audio and video recordings) and electronic resources (e-books, databases and digital files). Each type has its own handling, storage and preservation needs.

Restoration

Restoration is the repair of damaged information materials to bring them back as near as possible to their original condition and usefulness. It includes mending tears, filling losses, rebinding and cleaning, and is guided by principles such as reversibility and compatibility. Restoration treats damage that has already happened.

Preservation

Preservation is the whole range of activities, policies and decisions that prolong the life of information materials and keep their content accessible. It covers preventive care (environment, storage, handling, security), conservation and restoration, and reformatting such as digitisation and microfilming. Preservation is the broad goal; conservation and restoration are parts of it.

Receiving

Receiving is the formal acceptance of information materials when they arrive at the library, by purchase, donation, exchange or legal deposit. It covers unpacking, checking the delivery against the order and the delivery note, recording the delivery, and stamping and accessioning the items. Careful receiving is the first preservation step, because damage and errors are caught before materials enter the collection.

Conservation

Conservation is the professional treatment of information materials to stabilise their physical and chemical condition and slow further deterioration, with as little change to the original as possible. It includes de-acidification, cleaning, controlled storage and minimal repairs. Conservation aims to keep the item as it is; restoration aims to bring back what has been lost.

Disaster

A disaster is an unexpected event that causes serious damage to, or loss of, information materials, such as a fire, flood, burst pipe, building collapse, riot or large-scale theft or cyber attack. Libraries prepare disaster plans that set out how to prevent such events, respond quickly when they happen and salvage and recover damaged materials afterwards.

Importance of preservation in Kenyan libraries

Preservation safeguards Kenya's cultural and educational resources and keeps them available for research and learning. It helps libraries meet the legal deposit requirements administered by the Kenya National Library Service, which require published materials to be retained. It also saves money, because preserving an item costs far less than replacing it, which matters in resource-constrained environments such as rural community libraries.

Challenges affecting preservation

Kenyan libraries face fluctuating climate conditions, limited budgets for conservation materials and too few trained staff. High temperatures and humidity in coastal regions accelerate paper decay, and frequent power outages disable climate control systems in many public libraries.

Strategies for effective preservation

Libraries respond with proper shelving, regular cleaning, pest monitoring, basic environmental controls such as window shading and ventilated stores, and digitisation of fragile items to create backup copies. Partnerships with professional bodies support staff training in preservation practice.

Practice Questions

  1. Define preservation and explain its significance in the context of Kenyan public libraries. (10 marks)
  2. Identify five challenges that Kenyan libraries face in preserving information materials and suggest practical measures to overcome each. (15 marks)
  3. Explain the relationship between legal deposit requirements and preservation in Kenya. (5 marks)
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🔒1.2 Receiving information materials

Receiving is the set of steps by which newly delivered information materials are accepted, checked, recorded and marked as the library's property before they are catalogued and shelved. It is a control point: it confirms that the library has received exactly w…

🔒1.3 Sorting of information materials

Sorting information materials is a fundamental activity in library and information management that ensures efficient retrieval, preservation, and utilization of resources. In Kenyan libraries, ranging from university libraries such as Kenyatta University Libra…

🔒1.4 Dispatching information materials

Dispatching is the controlled sending out of information materials from a library, resource centre or registry to a user, a branch or another institution. It covers loans, inter-library supply, distribution of publications and the release of records to authori…

Chapter Summary

This chapter provides a comprehensive overview of the preservation process for information materials, beginning with the initial steps involved in receiving these materials. It highlights the importance of careful unpacking, verifying contents against orders, signing and filing delivery notes, recording delivery details, and applying stamping and accessioning to ensure proper documentation. The chapter then explores various methods for sorting information materials, including alphabetical, chronological, subject-based, format-based, and usage-based approaches, each tailored to organize materials effectively for easy retrieval. Finally, it details the procedures involved in dispatching information materials, emphasizing the need for request verification, appropriate preparation and packaging, clear labelling, selecting suitable dispatch methods, maintaining accurate records, and confirming successful dispatch. These processes collectively support the effective management and long-term preservation of information resources.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. What is the primary purpose of preservation of information materials in a library setting? (2 marks)
  2. List three key steps involved in the receiving process of information materials. (3 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Explain the importance of verification during the receiving process of information materials in a county government library. (4 marks)
  2. Describe the role of stamping in accessioning library materials at a university library. (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: Explain and demonstrate basic preservation principles and handling techniques for information materials

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

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Explain and demonstrate preservation principles by safely handling and drying two wet information materials each measuring approximately 25cm by 20cm.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Ruler 30 cmWet information materials (books or documents, 32 pages each)
Ballpoint penBlotting paper
Electric fanPaper towels
Clean plastic trays
Clean sheets of A4 paper
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Dust coat1 pair per Candidate
2Face mask1 pair per Candidate
3Gloves1 pair per Candidate
4Clean workstation table 1.5m x 1m1 per Candidate
5Blotting paper10 sheets per Candidate
6Paper towels5 sheets per Candidate
7Electric fan1 per 5 Candidates
8Wet information materials (books or documents, 32 pages each)2 per Candidate
9Clean plastic trays 40cm x 30cm1 per Candidate
10Ruler 30 cm1 per Candidate
11Ballpoint pen1 per Candidate
12Clean sheets of A4 paper5 sheets per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Preparation and PPE
Wore dust coat
(Award 1 mark)
1
Wore face mask
(Award 1 mark)
1
Wore gloves
(Award 1 mark)
1
Sub-Total3
TASK 2: Assembling materials and workstation setup
Assembled blotting paper, paper towels, plastic trays, and wet materials
(Award 1 mark)
1
Laid out wet materials flat on clean, non-porous surface
(Award 1 mark)
1
Set up electric fan for gentle air circulation
(Award 1 mark)
1
Sub-Total3
TASK 3: Preservation handling and drying demonstration
Used blotting paper to gently absorb moisture from wet records
(Award 3 marks)
3
Used paper towels to protect materials during drying
(Award 2 marks)
2
Positioned fan to provide gentle circulating air without direct blowing
(Award 2 marks)
2
Sub-Total7
TASK 4: Assessment and documentation
Assessed materials for remaining damage such as brittleness or fading
(Award 2 marks)
2
Prepared documentation details: material title, preservation method used, date, and condition
(Award 2 marks)
2
Recorded documentation neatly using ruler and pen on A4 paper
(Award 1 mark)
1
Sub-Total5
TASK 5: Storage and workstation cleanup
Stored preserved materials appropriately on clean shelves
(Award 2 marks)
2
Cleared and cleaned workstation after completion
(Award 2 marks)
2
Sub-Total4
PRODUCT CHECKLIST
Information materials dried without damage (size approx. 25cm x 20cm), clean, and properly documented
(Award 6 marks)
6
Documentation includes all required details clearly recorded
(Award 4 marks)
4
Sub-Total10
GRAND TOTAL32
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Receiving, unpacking, verifying, and accessioning a delivery of information materials

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

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Receive, unpack, verify, stamp, accession, and file delivery of 10 information materials as per the delivery note and accession register.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Marker penDelivery note
Stamp and ink padOrder file
ScissorsAccession register
Packing boxes containing 10 information materials
File folder for delivery note
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Workstation1 Pc per Candidate
2Dust coat1 Pc per Candidate
3Face mask1 Pc per Candidate
4Gloves1 Pair per Candidate
5Delivery note1 Pc per Candidate
6Order file1 Pc per Candidate
7Marker pen1 Pc per Candidate
8Stamp and ink pad1 Set per Candidate
9Accession register1 Pc per Candidate
10Packing boxes containing 10 information materials (books, journals, CDs)1 Box per Candidate
11Scissors1 Pc per Candidate
12File folder for delivery note1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Receiving and unpacking information materials
Wore PPE (dust coat, face mask, gloves)
(Award 1 mark for each PPE worn correctly)
3
Assembled all necessary materials and tools at workstation
(Award 2 marks for assembling all items before starting)
2
Physically received delivery and checked condition of packing box
(Award 2 marks for proper reception and condition check)
2
Unpacked materials carefully without damage
(Award 3 marks for careful unpacking preserving materials)
3
Verified unpacked materials against delivery note and order file
(Award 1 mark per correctly verified item, max 5 marks)
5
Signed and dated the delivery note
(Award 2 marks for correct signing and dating)
2
Filed delivery note correctly in file folder
(Award 2 marks for correct filing)
2
Recorded delivery details accurately in accession register
(Award 1 mark per correctly recorded item, max 5 marks)
5
Stamped each information material with accession stamp
(Award 1 mark per correctly stamped item, max 5 marks)
5
Accessioned each item with correct accession number as per register
(Award 1 mark per correctly accessioned item, max 5 marks)
5
Sub-Total34
PRODUCT CHECKLIST
Accession register entries match delivery note and order file exactly
(Award 5 marks for complete and accurate records)
5
All information materials stamped clearly and legibly
(Award 5 marks for neat and clear stamping on all items)
5
Delivery note correctly signed, dated, and filed
(Award 3 marks for proper signing, dating, and filing)
3
Materials unpacked without damage and ready for shelving
(Award 3 marks for damage-free unpacking and ready condition)
3
Sub-Total16
GRAND TOTAL50
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Sorting Information Materials AlphabeticallyPractical 3
🔒Sort Information Materials ChronologicallyPractical 4
🔒Sorting Information Materials by Subject Using DDC SummaryPractical 5
🔒Sort and Organize Information Materials by Physical FormatPractical 6
🔒Sort information materials by frequency of usagePractical 7
🔒Preparing and Packaging Information Materials for DispatchPractical 8
🔒Labelling and Selecting Dispatch Method for Information MaterialsPractical 9
🔒Record Keeping and Dispatch Confirmation for Information MaterialsPractical 10
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Am I competent?

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

  • Receive information materials correctly by following the proper work procedures.
  • Sort information materials accurately and efficiently according to the correct work 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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