Even if you are an individual with only one genealogically significant document or record as contrasted to a huge archive or repository, everyone has to go through the same steps. I will examine these steps one-by-one and perhaps you will begin to understand what it takes to assure that valuable information will not be lost.

Inevitably, unless steps are taken to preserve a physical object, the object will eventually be lost. This process is inevitable. In physics, this process of decay and disorder is called entropy. How you preserve a historical artifact depends on the artifact’s composition. I am going to use the term “artifact” to represent any genealogically (historically) significant object including documents and records. Simply put, if you want to preserve a book the process is different from that necessary to preserve a quilt. In addition, preserving an artifact really only changes the method of preservation. For example, let’s suppose that we want to preserve the journal I mentioned above. Today, the obvious response would be to digitize the journal. But then, all you have really done is change the challenge of preserving a paper document into the equally difficult challenge of preserving a digital document. In short, the process does not end with the physical preservation of the artifact. The preservation includes all of the steps I outlined above.

To address the first step, you might want to refer to the Library of Congress’s Preservation Directorate. This website contains specific instructions about the physical preservation of the following types of artifacts and links to how to preserve many others:

• Books
• Paper
• Photographs
• Scrapbooks and Albums
• Newspapers
• Comic Books
• Audio-Visual: Grooved Media, Magnetic Tape, and Optical Discs
• Audio-Visual: Motion Picture Film
• Asian Bindings
• Other objects: Video on making a custom storage box for objects
• Preservation Housing for Large Fragile Objects [PPTX, 12 MB]

The information on this website is constantly being updated. Preservation is not just putting the item in a cardboard box and forgetting about it. You need to be aware of the need to do something more. One thing you can do with a journal is to donate it to a historical society, museum, or archive.

Digital images of the artifact are one way of preserving the information it contains. However, without continuing down the steps in the list above, digitization does nothing more than create another artifact that needs to go through the entire process.

Curation is the action or process of selecting, organizing, and looking after the items in a collection or exhibition. Once you have done what is necessary to preserve an artifact, you need to take the next steps. But even assuming that you organize and look after the items, this does not mean that the artifact will ultimately be preserved. Everyone dies. Preservation will be passed on to your heirs or assigns. That brings up the next item on the list.

Your basement, attic, or garage are only temporary storage areas. Curation of the artifact needs to move on to a permanent storage place. Permanent in this context means institutional. Finding an institution, archive, library, historical society, or other organization that will take over curation can be the most difficult challenge. Even though you or your family might put a huge emotional value on the artifact does not mean that an institution is going to spend its hard-earned funds to preserve it. You need to be realistic and view your artifact in its historical context. All I can suggest is that you start contacting every institution, library, archive, historical society, or any other similar organization ask.

A collection can be organized but not cataloged. Archives and other organizations that help preserve artifacts must catalog their collections so they know what they have and how they can locate any given artifact in their overall collections. Digitizing the artifact does not solve the problem. Digitizing just changes the format of the preservation efforts and makes storage less expensive. Don’t think that once an artifact (such as the journal above) is digitized that the original can be thrown away. The artifact itself is genealogically significant and must be preserved if at all possible. This is the main reason why finding an institution to take over this part of the preservation process is vital.

A catalog is helpful in locating a specific artifact but does not tell you much about the significance of the item. This is especially true with documents and records. Indexes open up the possibility that the item will be useful for research by people who do not understand catalogs and how to search documents and records page by page. If you keep an important artifact in your family, it is very likely that it will not be available generally to the genealogical research community. If the artifact moves to an institution dedicated to preservation, and the item is digitized, cataloged, and indexed, it is then possible that the general community may find a way to gain access to the artifact.

Even if you or an institution takes all the steps to this point in the preservation process and fails to make the digital record. Some genealogists get to this step after having done all the work to preserve their genealogically significant artifact (records) and fail to make them publicly available. They have just moved back up the list.

Even with digital copies of artifacts, you still have to maintain digital copies. This is part one of a series and will continue as I do some research. Stay tuned.