Preliminary Examination



Your preliminary examination of the materials requires both an intellectual and physical evaluation, often performed simultaneously.

Always work with one accession at a time (no matter how large or small) and in an area with adequate shelf space.

  • Intellectual evaluation

  • Begin by examining all materials carefully in each box, taking care not to rearrange the documents within.
  • Take notes as to what each box contains. (Please note: For the sake of expediency, it is not necessary to make an itemized list of every single item. For example, if you came across a file of correspondence then note the file, the date range and the authors/nature of the correspondence)
  • try to record any information you might need when describing the records, such as important subjects, significant events, well-known individuals, etc.
  • As you work through the accession, make a confirmation that the fonds is what the accession record says it is. Can you identify any sous-fonds?
  • Is there an original order?
  • Can you identify any distinct series (specific functions or activities)?
  • All in all, these steps will help you in creating strong collection-level (administrative history/biographical sketch) and series-level descriptions.

  • Physical Evaluation

  • Remove paper clips, staples, pins, string, rubber bands, or other harmful items.
  • Unfold and uncurl pages and make sure that material is as neat and flat as possible.
  • Identify any items that require special care, so that they can be removed later.
  • Identify any media items which may require separate storage for preservation purposes. These usually include:

    1. photographic material;
    2. film and videotape;
    3. prints, paintings and drawings;
    4. maps and plans;
    5. sound recordings;
    6. books and other printed or published material;
    7. artifacts;
    8. computer diskettes or tapes

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