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page updated Jan. 28, 2004
Papers & Documents
Storage & Organization | What to Keep, How Long, 
Preservation, Disaster Planning
and 
What is the best way to do it all!

Planning on Getting Married, Having a baby,
Planning for Retirement, Taking care of a parent,
Buying or Selling a Home, etc.
There's No Better Time To Get Organized.
why not make the most of it by organizing everything. 
You can check out the monthly organizing checklist
where you will find some useful tips. 
It's a great way to plan ahead and be on top of things for the month.
From organizing tips, to inspirational quotes, 
the info here that will keep you organized for a lifetime.
The free Get Organized Now! Idea-Pak is filled with more than 50 tips 
to help you organize your home, your office and your life.

Article:
How Long Do I Really Need To Keep This?
by Maria Gracia
Every year April 15 rolls around, and so many people ask me the infamous question, 
How long do I need to keep all this stuff??!!
And the answer generally is that if it has anything to do with your taxes, probably for a long time.
But have no fear! The average family can keep it all organized with a
good filing system throughout the year, and some catalog envelopes to store documents from past years.
So how long do you need to store these records you'll probably never look at again?
Denise Johnson of E&J Bookkeeping and Tax Service states, Your records must support
the items on your return until the period of limitations for that return runs out.
The period of limitations is the period of time in which you can amend your return
to claim a credit or refund or the IRS can access additional taxes.
While you should always check with your accountant for your specific 
personal guidelines, some of the basic records retention rules are as follows:

3 Years, 6 Years or Forever

3 YEAR RULE: All tax related records should be kept at least 3 years since the IRS
has that amount of time after a tax return is filed to conduct an audit. 
For average taxpayers that includes the return itself, W-2 and 1099 forms, 
along with documentation supporting income and tax deductions.

6 YEAR RULE: The six-year rule applies to those with more complicated returns like the self-employed. 
The IRS has six years to do an audit if it suspects income was under-reported by more than 25 percent.

FOREVER RULE: Some documents must be kept forever. 
In addition, the IRS has an indefinite time limit on those
who fail to file a return or who fraudulently file a return.

General Records Retention Guideline
Audit Reports: Forever
Bank Deposit Slips: 6 Years
Bank Statements: 6 Years
Canceled Checks: 3 Years
Current Contracts and Leases: Life of Contract, plus 3 Years
Housing Records: As long as you own the home, plus 3 Years.
(Includes home improvements, additions, expenses involved in selling/buying home)
Insurance Records: Forever
Investment Records: 6 Years after sale of investment
Discard monthly statements once you receive annual summary that reflects yearly activity.
IRA Contributions: Forever
Legal Correspondence: (Marriage Certificates, Death Certificates, Divorce Papers, etc.): Forever
Real Estate Records: Forever
Receipts for Appliances, Computer Equipment, etc: Life of Asset, plus 3 Years
Tax Returns and Supporting Documentation: Forever
Warranties/Guaranties: Life of the Product

Sources:
Evahoe, Kellog & Co.
ekc@ekccpas.com
http://www.ekccpas.com

Denise Johnson
E & J Bookkeeping and Tax Service
Ejtax@hotmail.com
713-675-8594 office

by Maria Gracia - Get Organized Now!
Want to get organized? Get your FREE Get Organized Now! Idea-Pak, 
filled with tips and ideas to help you organize your home, 
your office and your life, at the Get Organized Now!
Web site http://www.getorganizednow.com

Find & Learn many more tips, ideas and products
available for you to Get Organized! at this terrific site.
Visit: www.getorganizednow.com

Also useful for organizing your "paper work":
From Avery Business Center & Great Results Newsletter
A Primer on Filing: It's More than A to Z!
http://www.avery.com/newsletter/print_article.jsp?aid=2004q1_03a

Filing Timeline - File with Speed and Style
http://www.avery.com/newsletter/print_article.jsp?aid=2002q1_02a

Working with Electronic and Paper Files
http://www.avery.com/newsletter/print_article.jsp?aid=2002q1_03a

How can you be better organized? - Great Results Newsletter v. 4 no. 1
**Note this is entire issue ** pdf document
http://www.avery.com/newsletter/pdf_download.jsp?year=2003q1

See the Avery.com Downloads section - for useful templates, clipart, forms and more
http://www.avery.com/brc/downloads.html

Predesigned Template Center
http://www.avery.com/us/Main?action=software.PreDesignHierarchy&catalogcode=WEB01&node=0

Blank Template Library
Excerpt quoted from website:
Blank templates are Microsoft Word documents that provide the layout for an Avery product. 
Simply add your text and graphics.
 The Blank Template Library allows you to download hundreds of templates
for a variety of products such as labels, cards, dividers and more.
http://www.avery.com/us/Main?action=software.BlankTPLHierarchy&catalogcode=WEB01&node=0

And also find more printables - templates, forms, etc.
check out the many, many links on my Printables resource page(s)
http://teas2dine4.com/4printable.html
*check the resources under such topics as :
Business, Budgets, Organizing and Hewlett Packard (HP), and Microsoft links
and see also lists and other important informational links for Disaster Planning
http://www.librarysupportstaff.com/safensound.html



See the remainder of resources for advice on
Record Retention, and Organization,
Preservastion of Papers & Documents, and Collectibles



Note some of the Links on this page are "pdf" files:
Download the latest version of
Adobe Acrobat "Reader" Software (it is Free to download)
to open PDF files on the Internet.

Acrobat Reader
 
  • Record Keeping 
  • Scanning Ideas & Software 
  • Document & Book Preservation & Disaster Planning 
    Related information :
    New page>> >Preparing yourself for Disasters & Emergencies
  • **New page>> Resource Links for Paper Clutter Control** 
  • **New page>> Resource Links for Time Management** 
    Resources for Work, Home & School.


    Website Resources - Record Keeping
    **Note some may duplicate ideas & suggestions**

    Document storage
    How long to keep Paper documents?

    Quoted from NC University Cooperative Extension
    Much of the paper we receive has no long- term value, 
    but certain items are very important. 
    The challenge is to figure out which papers are needed, 
    where to systematically store them, 
    and how long to keep them. 
    Creating an effective personal and family filing system can help 
    make many personal and househod responsibilities lighter. 
    Sometimes the rewards go to the person who kept the best 
    records when a conflict arises about financial matters.
    Whoever in the family keeps the records is the one who will
    probably do the organization, but other family members should
    be able to use it easily for finding or filing specific information or documents.
    The following references will help you create a user-friendly system 
    simple enough that someone else could find documents for you 
    or handle your affairs if it should become necessary.
    http://gaston.ces.state.nc.us/staff/recordss.html

    DOCUMENT LOCATOR SYSTEM: 
    A Handy Aid For Keeping Track Of Your Records 
    Are you be able to locate insurance contracts, wills,
    and other important personal records quickly and easily? 
    With this simple document locator system, 
    you no longer need to wonder where to file a paper or where to find it.
    http://www.gofso.com/Premium/LE/21_le_ot/fg/fg-Doc_Locator.html
    Also from www.gofso.com
    Excerpt quoted from webpage
    RECORDKEEPING GUIDE: 
    How Long Should You Retain Your Records?
    Some documents and records need to be kept indefinitely but most can be discarded after a prescribed period. Here are some general rules of thumb as to how long you should keep them. Keep in mind that there may be individual circumstances in which legal considerations, for instance, dictate that documents be kept longer. The basic rule is: When in doubt, don’t throw it out. If you have any questions, check with your financial advisor.
    http://www.gofso.com/Premium/LE/21_le_ot/fg/fg-Record_Keeping.html

    Record Keeping - Who Needs It?  You Do!
    http://www.yourcreditunion.com/magazine/dec97/dec1.htm
    *note this is a wayback machine - archive link to the page*

    KEEPING FAMILY/HOUSEHOLD RECORDS 
    http://www.pueblo.gsa.gov/cic_text/money/keeprecords/keeprecords.htm
    Related: Household and Personal Property Inventory Book
    Excerpt quoted from website
    How many of your possessions could you name and describe accurately if an insurance adjuster asked for a list? No one likes to think about experiencing a household disaster, but taking stock of the items you own is wise protection. A complete and accurate accounting of your household furnishings and personal possessions can help you sette insurance claims and documenting losses for tax purposes, create an inventory to indicate the monetary value of your belongings for a net worth statement, provide proof of ownership in the case of separation or divorce, and decide how much insurance to carry on household goods. 
    This publication contains over 40 pages of forms to help you record your possessions. You are encouraged to print them out for your own use. 
    http://www.ag.uiuc.edu/~vista/abstracts/ahouseinv.html
    See too the many Organizing Printables/Checklists on my printables pages on Teas2Dine4.com

    FAMILY RECORDS:
    What to Keep Where and For How Long
    http://www.ext.nodak.edu/extpubs/yf/fammgmt/he445w.htm

    From FiscalAgents.com  |  eNewsletter
    Good Records: What to keep, what to toss
    By Heather Freill, Financial Reporter
    Money Management Newsletter
    http://www.fiscalagents.com/newsletter/4records.shtml

    Dollars & Sense  - Record Management
    PDF File
    www.ianr.unl.edu/pubs/dollars&sense/DSmarch01.pdf
    Part 2 - Record Management
    www.ianr.unl.edu/pubs/dollars&sense/DSmay01.pdf

    Your Important Papers: What to Keep and Where
    by Marsha A. Goetting, Ph.D., CFP, CFCS, 
    Professor and Family Economics Specialist, Montana State University-Bozeman 
    www.montana.edu/wwwpb/pubs/mt9611.html
    This guide offers a personalized and efficient system for preserving
    and safeguarding important family papers. 
    Also provides a handy reference for deciding what items to keep. 

    Organized Documents - Help You & Your family
    www.frb-law.com/document.htm
    Related: from Prudential Financial
    Learning Guides & Planning Tools Center
    Our tools and tutorials can help you learn about managing your
    finances and planning for your future.

    In Perfect Order Resources  *click on "Resources"
    inperfectorder.com
    Includes this PDF file printout
    NOTE ~ You'll need Adobe Acrobat Reader to open (free download)
    Record Retention Schedule
    http://www.inperfectorder.com/RecordsRetentionBiz.pdf 

    MsMoney - Expert Insights
    How to Keep Your Records From Keeping You
    http://www.msmoney.com/mm/expert_insights/keep_records.htm

    Related link:
    **Note - this site FamilyFiles.com may not be currently (2007) available
    the links here are wayback machine archived links
    See the resources/articles  of "Family Files.com"

    Quoted from the site:
    http://www.familyfiles.com
    FamilyFiles™ is dedicated to being the leader in the safe storage and 
    communication of vital information.
    Our goal is to provide financial peace of mind so that members and their families 
    can be better organized and prepared in the event of a sudden illness or loss. 

    Life Events Checklist
    From Fidelity [ *info pertains to Fidelity customers, but much of information could apply
    to your life event situations] 
    Exceprt quoted from website:
    Life brings change, and some of these changes could affect your benefit options and decisions.
    Use this checklist to review what steps you may need to take when major life changes occur.
    http://www.mysavingsatwork.com/mysavingsatwork/990127266935/1003232842629.htm

    TurboTax - Life Events / Tax Planning
    http://www.turbotax.com/planning/life_events/

    [Related: Life Events Inventory
    This document is from the Brain Injury Resource Center, Seattle, WA
    Excerpt quoted:
    It is an established fact that certain life events can result in major changes in a person's life.
    Death of a family member or loved one, marriage, relationship issues, changes in circumstances
    and conditions of employment, illness and injury are examples of major life events. 
    Such life events usually result in deep emotional shifts. 
    They compromise your attention and energy, and  can dispose you to injury, or illness. 
    Consequently, they can adversely affect your ability to cope with the demands of daily living. 
    This inventory should be administered at least once per year. 
    Of course, it can be administered more often if you wish, but you should do it at least once per year. 
    Use it in conjunction with your personal journal, and Journal Daily Experiences 
    to measure how well you are doing and what influences are at play in your life.
    http://www.headinjury.com/lifevents.htm]

    Keeping Financial and Household Records Safe
    Pdf document (you'll adobe acrobat reader to open)
    http:// www.uwyo.edu/CES/FRM/FRM/HouseholdFilingSystem.PDF 

    Excerpt quoted from Bankrate.com
    Disaster-proof your important papers
    By Bankrate.com 
    What would you do if you had five minutes to clear out of your house?
    Five minutes to grab every crucial financial document before the house crumbles -- 
    property titles, wills, insurance records, Social Security cards -- 
    and you need to do it, even with all the chaos surrounding you.
    Could you do it? Think fast! Would you even know what to grab?
    Fortunately, with a bit of planning you can track your most important financial
    records and keep them out of the clutches of flames, floods, hurricanes or any disaster
    -- natural or manmade.
    http://www.bankrate.com/brm/news/mtg/20000518g.asp?page=default
    or
    http://www.bankrate.com/brm/news/mtg/20000518g.asp?print=on
    [Related: See my page with Disaster & Safety resources to keep you and your family safe]

    See too this archived article on Suite 101
     Creating a Home Inventory | Author: Stacey Safarz
    http://www.suite101.com/article.cfm/781/59377

    Read from State Farm Insurance
    Quoted excerpt:
    Compiling a home inventory
    This section is designed to help you inventory your possessions as quickly and easily as possible. 
    That includes making a detailed list of your possessions including receipts, 
    descriptions and photos of your home's contents.
    http://www.statefarm.com/insuranc/times/home.htm
    Home Inventory Checklist
    http://www.statefarm.com/consumer/homeinvt.htm

    Related see this page on Hewlett Packards Home & Office resources:
    Home Inventory Kit
    Excerpt quoted webpage:
    There are many excellent reasons to create an inventory of your home.
    Not only is it an important tool to help you recover from a calamity,
    it's also a good way to estimate how much insurance you'll need.
    You can also use it to verify losses for income tax returns, to help 
    you keep track of your property, and to ensure that your beneficiaries 
    have important appraisal information about antiques and heirlooms.
    [I also have these links and more on my Spring Printables page with more links
    for those considering selling their home - w/printable checklists etc.]
    Download Home Inventory Software
    If you prefer doing your inventory & keeping everything on your computer - 
    find a listing of downloadable software
    **Remember to Try, before you Buy!**
    http://download.com.com/3150-2131-0-1-1.html?legacy=cnet
    See too my page with software suggestions for automating or organizing book collections,
    contains informational links to software for organizing household or hobby collections.



    Taxes and paperwork are inseparable,
    but recordkeeping hassles aren't inevitable 
    http://www.bankrate.com/brm/itax/edit/news/stories/news_071900.asp

    Records the IRS says to keep -- and for how long 
    A checklist:
    http://www.bankrate.com/brm/itax/edit/news/stories/news_071900a.asp
    and
    Protecting Yourself from the IRS: How Long to Keep Tax Records
    http://bottomlinesecrets.com/blpnet/article.html?article_id=27624

    What financial records to keep and how long to keep them
    By Bankrate.com
    http://www.bankrate.com/brm/news/mtg/20000518h.asp

    From the IRS (Internal Revenue Service)
    Small business'es - What to Keep
    http://www.irs.gov/businesses/small/article/0,,id=98551,00.html
     
    Related USA Tax information:
    If you do not have a copy of your tax return,
    you can obtain it by sending the IRS a form 4506,
    titled "Request for Copy of Tax Form."

    From Yahoo Finance [Taxes] : Tax Preparation Checklist

    H&R Block Tax Prep Checklist
    H&R Block: Life Events
    Excerpt quoted:
    Life Happens - Be Prepared
    we've compiled a comprehensive list of life events to give you an idea how a first job, your first home, adopting a child, and other key life events might change your tax status.

    From Turbo Tax see these: understand what type of documentation
    you may need for these deductions
    Employee Business Deductions Checklist
    Moving Expenses Checklists
    Home Ownership Deductions 

    Related: From Yahoo Finance & Suze Orman
    Tax Savings Strategies Checklist 
    ** Check out my  page: taxhelp.html
    NOT updated for  2004, but still has some useful links and they usually will have a main home page to visit to find the latest info. **

    World Wide Web Tax Directory
    Everything you need & more
    www.wwwebtax.com/

    Federal Tax forms on the web
    www.irs.gov/

    Tax Preparation Checklist
    what papers/documents you need

    Small Business / Self Employed : Tax Help Information
    www.irs.gov/businesses/small/index.html
    Related: visit this page on the IRS site~
    Excerpt quoted from site| Online Classroom
    The Small Business/Self-Employed online classroom has a series of self-directed workshops on a variety of topics for small business owners.
    www.irs.gov/businesses/small/article/0,,id=97726,00.html

    Example: Lesson One **PDF document***
    Excerpt quoted from site:
    Lesson 1, Introduction
    This presentation covers the following topics: Employer Identification Number, Recordkeeping, Income Statement and Balance Sheet - Accounting Methods, Types of Business Organizations, Business Returns, Net Profit or Loss, and Business Deductions and Credits.
    www.irs.gov/pub/irs-utl/2003_pub_1066_module1.pdf

    Records to Keep 

    Small Business - Records - What to Keep and for How Long. 
    From the IRS (Internal Revenue Service)
    Small business'es - What to Keep
    http://www.irs.gov/businesses/small/article/0,,id=98551,00.html

    Free Tax Software
    www.taxact.com/

    Tax Reference Library
    www.taxact.com/reference/index.html

    Student's Guide to Record Keeping
    www.collegeboard.org
    PDF document
    http:// www.collegeboard.org/finaid/facounsl/html/tipsheet/guide_to_recordkeeping.pdf 

    NEA Educators Tax Guide - Record Keeping
    http://www.nea.org/teaching/00taxguide/recordkp.html
    *note: this is a wayback machine - archived version of the page*

    Excerpt quoted from From Ancesty.com article
    Saving Your Family's "Documents"
    After 25+ years of research I have amassed a nearly unmanageable number of
    documents. I have them stored in four 3" three-ring binders, in acid-free
    sheet protectors. My fifth binder is in the works. When I began to put this
    all together a couple of years ago, I made a checklist that I could use for
    each person to make sure I had all the available documents associated with
    that person.
    http://www.ancestry.com/library/view/news/tip/2120.asp
    Related see more articles from Ancestry.com - re: preservation of documents, etc.

    See also my listing of software options for
    Organizing & Automating Collections you may have.
    Collections such as books - some will also manage organizing other data as well.

    To top of page



    SCANNING documents, photos, and item images for Storage/Record Keeping

    Scanning - as a tool for record management
    And remember to take advantage of rewriteable cd & zip  drives and store
    Scanned documents on CD's or Zip Disks and store separate from
    Your computer's hard drive
    Scanners themselves have come down in price 
    and even lower priced ones are fine for scanning photos etc.
    What is Important is the "SOFTWARE" that is used in conjunction
    with your scans - You should have the best OCR software
    that you can afford  - for scanning text documents.
    Take a look at the some of the Software options I have listed, 
    try them out first for FREE using downloaded trial versions,
    to be sure they meet your "scanning" document needs!

    Basics for Document Imaging & Management Systems 
    http://www.laserfiche.com/basics/index.html

    Scanning Tips - Related Websites
    http://www.desktoppublishing.com/scanning.html

    ScanTips
    http://www.scantips.com/
    Basics
    http://www.scantips.com/
    http://www.scantips.com/begin.html

    Just scan it! Top tips for using a scanner
    Learn which type of scanner best suits your needs and how to use it
    https://www.microsoft.com/athome/morefun/scanit.mspx

    HOW TO SCAN A BOOK
    by John F. Adams | © Proportional Reading 1996
    http://www.proportionalreading.com/scan.html

    Scanning Documents for Genealogy: Photos, Documents and Maps
    http://mipolonia.net/feefhs_ppt/scan_files/frame.htm

    How to Scan Photos For Archiving
    http://www.progenealogists.com/scanphotos.htm

    Scanning and Manipulating Documents with Photo Editor
    http://www.northern.edu/idtc/tutorials/photoeditor/index.htm

    Scanner Tips
    http://malektips.com/scanner_help_and_tips.html

    Scanning software & Scanning Tips
    http://www.scanhelp.com/
    Scanning documents
    http://www.scanhelp.com/ScanEdu/deskew/deskew.html

    Related:
    Windows XP Use your computer to print, scan, and fax
    http://www.microsoft.com/windowsxp/using/setup/hwandprograms/printfaxscan.mspx
     
    Scanning Photos and Documents
    http://www.marquette.edu/library/sites/scanning.html

    DigMyPics! Frequently Asked Questions for Scanning Photos to CD and DVD 
    **Please note: DigMyPics is a 35mm Slide Scanning and Photo Scanning Service
    http://www.digmypics.com/scanning/Prints_FAQ.asp

    Epson Scanner tips
    http://support.epson-europe.com/onlineguides/en/dx7000f/html_s/p04.htm
    Scan Photos for Printing
    http://files.support.epson.com/htmldocs/pr317p/pr317prf/howto_5.htm

    Hewlett Packard Scanner buying guide
    http://www.hp.com/sbso/buyguides/pg-scanners-features.html
    HP Scanjet Scanners - Using the HP Photo and Imaging Software to Scan Multiple-Page Documents into a Single File 
    http://h20000.www2.hp.com/bizsupport/TechSupport/Document.jsp?lang=en&cc=us&objectID=bus05694

    OCR Software for scanning text:
    **Remember to take advantage of Free trial versions, before purchasing**

    OCR Software
    Scanstore.com
    http://www.scanstore.com/Software/ocr.asp
    and
    http://www.scanstore.com/Scanning/Document_Imaging/Software/OCR_Software/

    Scanner and OCR software
    http://www.softhypermarket.com/Scanner-and-OCR-category_151_1.html

    OmniPage Pro14 Software Information **newer versions may be available
    http://www.scansoft.com/products/omnipage/pro/
    From manufacturer:
    OmniPage Pro 14 is the fastest, easiest way to turn paper documents into 
    digital files you can edit. Its accuracy, formatting and features are unrivaled 
    and the ability to convert PDF files into Microsoft Office documents 
    opens a new world of functionality to you.
    http://www.scansoft.com/products/omnipage/pro/

    **Note for teachers, educators, students, libraries - etc.
    Educational discounts may be available to you for software purchases - 
    Most titles carry significant savings
    if you meet the criteria for purchase
    Visit  this online merchant for some examples of software available:
    http://www.journeyed.com
     


    To top of page


    Document, Photographic,  & Other Media Preservation 
    and
    Disaster Planning Resources

    Glossary of Preservation Terms
    Tudhope Paper & Photograph Conservation Studio
    http://homepage.mac.com/tikimac/tudhope/glossary/preservation.htm
    Glossary of Hand Fan Terms
    http://homepage.mac.com/tikimac/tudhope/glossary/fans.htm
    See other links in this section from Tudhope on paper & photographic preservation

    Preserving Your Family's Papers
    http://www.lib.iastate.edu/spcl/leaflet/03-mar2000.html
    Iowa State university
    Special Collections Department
    Parks Library
    Technical Leaflet #3 (includes list of preservation website resources)

    The bare  minimum to conserve valuable paper items is to insist on the use of acid free materials  whether you are putting things in a scrapbook, a frame or a storage box or tube. This includes acid free, removable tape, mats, backing materials and other mounting devices. If you are putting small items in a scrapbook, you can buy acid free paper and a box of acid free mounting corners so that there is no adhesive or glue applied to the item.
    Excerpt quoted from: http://www.srvfanclub.com/collecting-advice.htm

    From FEMA
    http://www.fema.gov
    How can I save moldy possessions? 
    Air dry them away from other objects. 
    Spread out papers, stand books on end and fan the pages open. 
    Use blotting materials like clean towels or absorbent paper 
    between layers of cloth or paper. 
    Increase air circulation with a fan, 
    but don't aim the fan directly at the objects. 
    If you can't dry the objects quickly or 
    you have a large quantity, you can freeze books,
    documents and small textiles until conditions are right to dry them. 
    Do not freeze moldy photographs. 
    Although ultraviolet light can be damaging, brief exposure to sunlight 
    can stop mold growth and aid drying. Exposure should not exceed 30 minutes. 
    Clean the mold only after it is dry and inactive. 
    Very gently wipe or brush away the mold residue. 
    Work outdoors if possible and always wear protective clothing and a respirator. 
    Avoid harsh cleaning products and bleach; they can ruin objects.
    Never vacuum fragile items.
    Use a household vacuum cleaner outdoors, 
    since the exhaust will spread mold spores. 
    Be sure display and storage areas are free of mold before you 
    return any clean object to its proper place. 
    Reinspect the objects from time to time for 
    any new mold growth.

    Helpful Hints for Preserving Family Collections
    http://www.state.tn.us/sos/statelib/techsvs/helphints.htm
    or see
    http://unix2.nysed.gov/genealogy/hints.htm

    Practical Preservation:
    Simple Steps You Can Take to Protect Historical Documents,
    Photographs, and Books
    Courtesy of the Jackson County Historical Society
    http://www.jchs.org/preservation%20tips.htm

    Northern States Conservation Center
    http://www.collectioncare.org
    Excerpt quoted from website
    Paper Preservation
    Providing collection care, preservation and conservation treatment services 
    to collectors and collecting institutions. 
    http://www.collectioncare.org/cci/ccicpa.html
     

    Smithsonian Institiute - Taking Care
    Excerpt quoted from website
    Taking Care
    Museums collect objects of art, history and science to exhibit them, study them and, equally important, preserve them as well as possible for the future. Taking good care of the collections takes a lot of effort and resources. But often, these objects have come to us through the ages, and we have an obligation to ensure that future generations will also have an opportunity to study and enjoy them, just as we do now.
    http://www.si.edu/scmre/takingcare/takingcare.htm
    Article online:
    Excerpt quoted from website / Smithsonian Institute
    PAPER PROPERTIES AND DEGRADATION
    (Modified from the article "Recent Scientific Research in Paper Conservation" 
    by Dianne van der Reyden, in 
    The Journal of the American Institute for Conservation, Vol. 31, pp. 117-138, 1992)
    http://www.si.edu/scmre/relact/propndeg.htm

    PAPER-BASED MATERIALS GUIDELINES
    http://www.si.edu/scmre/takingcare/glpaper.htm
    Other Smithsonian resource links of interest
    Preservation Guidelines
    http://www.si.edu/scmre/takingcare/guidelines.htm
    Links
    http://www.si.edu/scmre/takingcare/links.htm

    Kansas State Historial Society
    Preserving Books, Documents, and Papers - links for several topics and resources/advice/tips
    to other organizations and/or libraries
    http://www.kshs.org/preserve/documents/preservepaper.htm

    Tudhope Paper & Photograph Conservation Studio
    Q &A  on Paper 
    Preserving Newspaper
    Preserving Documents
    Archival Matboard
    Handling Documents
    Foxing
    Lamination
    Repairing Tears
    Wet Documents
    Removing Mildew Smell
    Using Tape
    Matting and Framing
    Poor Quality Matboard
    Light Damage
    Wrinkled Artwork
    http://homepage.mac.com/tikimac/tudhope/q_and_a/paper.htm
    General Q & A's
    http://homepage.mac.com/tikimac/tudhope/q_and_a/general.htm
    Photograph preservation
    http://homepage.mac.com/tikimac/tudhope/q_and_a/photographs.htm
    Scrapbooks & Albums
    http://homepage.mac.com/tikimac/tudhope/q_and_a/albums.htm
    Audiovisuals
    http://homepage.mac.com/tikimac/tudhope/q_and_a/audio.htm

    Guidelines for the Care of Works on Paper with Cellulose Lamination
    Artwork Preservation Project
    Department of Anthropology, National Museum of Natural History
    Smithsonian Institution 
    http://www.nmnh.si.edu/anthro/conservation/lamination/

    Preserving Personal Papers and Photographs: General Guidelines 
    http://www.dlapr.lib.az.us/archives/g-preserve1.htm

    Tudhope Paper & Photograph Conservation Studio
    Q & A topics - Photographs
    Unrolling/Flattening
    Faded Images
    Proper Enclosures
    Handling
    Photocopying
    Writing on an Image
    http://homepage.mac.com/tikimac/tudhope/q_and_a/photographs.htm

    Related see their Q & A's on:
    General questions
    such as: What is the difference between conservation, restoration, and preservation?
    Scrapbooks &  Albums
    Audio / Visual
    and see their links page with Organizations & Conservation Resources

    Creating a Preservation Time Capsule
    Written by Heather Tudhope
    originally for the Art Conservation Center at the University of Denver
    and the Colorado Preservation Alliance
    http://homepage.mac.com/tikimac/tudhope/publications/timecapsule.htm

    Preservation of Scrapbooks and Albums
    http://palimpsest.stanford.edu/byauth/zucker/zucker1.html

    Preserving Memories: Caring for Your Heritage
    Excerpt quoted from website:
    Memories are an important part of all our lives. 
    Old letters, photographs, scrapbooks, the family bible, and 
    many other things help us to recall our past and the history of our family and communities.
    All of these things, however, are subject to decay and eventual destruction if they are not cared for properly.
    The information found here is designed to help individuals better care for the things that preserve their memories.
    http://www.lib.cmich.edu/clarke/pres.htm

    Articles From Ancestry.com - Excerpts quoted from site articles
    Saving Your Family's "Documents"
    After 25+ years of research I have amassed a nearly unmanageable number of
    documents. I have them stored in four 3" three-ring binders, in acid-free
    sheet protectors. My fifth binder is in the works. When I began to put this
    all together a couple of years ago, I made a checklist that I could use for
    each person to make sure I had all the available documents associated with
    that person.
    http://www.ancestry.com/library/view/news/tip/2120.asp

    General Guidelines for Storing Materials
    - Barbara Sagraves
    (Excerpt from A Preservation Guide: Saving the Past and the Present for the
    Future)
    http://www.ancestry.com/library/view/news/articles/4697.asp
    A Preservation Guide: Saving the Past and the Present for the Future - $5.95
    Barbara Sagrave
    Don't let accumulated certificates, photographs, documents, and other family
    heirlooms deteriorate in files or shoe boxes. This book provides simple
    guidelines to ensure that your fragile treasures will survive for future
    generations. The author offers specific instructions for maintaining and
    storing everything from paper and photographs to motion picture film, sound
    recordings, and textiles. She also provides tips on recovering from
    disasters such as floods and fires. 48 pages, 5 1/2 by 8 1/2, softbound ISBN
    0-916489-59-0
    Barbara Sagraves  is thePreservation Services Librarian at Baker Library, Dartmouth College. 
    She has worked in the Preservation Department of Northwestern University Library,
    taught preservation at the Rosary College Graduate School of Library and
    Information Science, and done preservation consulting.
    http://shops.ancestry.com/product.asp?productid=1022

    Restoration, Preservation, and Disposal of Home Sources
    http://www.ancestry.com/library/view/news/articles/1271.asp

    Containerize!
    - Elizabeth Kelley Kerstens, CGRS
    If you have inherited artifacts, you should attempt to preserve them as best
    you can. One of the best methods is to buy acid-free or archival storage
    boxes.
    http://www.ancestry.com/library/view/columns/together/1146.asp

    Preservation of Your Paper Treasures
    - George G. Morgan
    Those photographs, letters, documents, and newspaper clippings you cherish
    so much could mean a great deal to future generations. They are a valuable
    part of your family history, and in some cases, they document your family's
    traditions. But there is always the danger of damage and deterioration. You
    certainly want to preserve these things for your descendants.
    http://www.ancestry.com/library/view/columns/george/835.asp

    Protect Your Keepsakes
    Series
    http://www.ancestry.com/library/view/news/articles/355.asp

    More from Ancestry.com
    Preservation Links and Resources
    http://www.ancestry.com/library/view/news/articles/1272.asp

    Search the Library of Ancestry.com
    http://www.ancestry.com/learn/library/main.htm 

    Helpful tips for preserving your precious documents and memorabilia
    Tips on Preserving Your Documents
    by Nancy Kraft, Chair, and Ivan Hanthorn, Iowa Cooperative Preservation Consortium
    http://www.archival.com/helpful.html

    Preserving Your Autograph Collection
    http://www.autographdomain.com/preserving_autographs.htm

    Preserving Political Collectibles
    http://www.msys.net/cress/ballots2/presrvtn.htm
     

    TIPS FOR THE CARE OF WATER-DAMAGED FAMILY HEIRLOOMS AND OTHER VALUABLES
    aic.stanford.edu/disaster/tentip.html
    Related:
    Preserving Damaged Family Treasures
    http://www.oznet.ksu.edu/atid/Timely%20Topics/preservi.htm

    Booklet online
    Flood Recovery Booklet
    http://www.neirls.org/flood_recovery/flood_cover.html

    Guidelines for Conservation  : Documents on paper, photographs & film, videotape
    Conservation/Preservation Information for the General Public
    http://palimpsest.stanford.edu/bytopic/genpub/
    Technical Leaflets: Preservation & Conservation
    http://www.aaslh.org/FSA/tlpreservation.html

    Preserving documents and photographs
    http://www.sos.state.ga.us/archives/gp/pdp.htm

    Preserving my heritage
    How to care for...
    http://www.preservation.gc.ca/howto/grid_e.asp

    Preservation Links
    http://www.preservation.gc.ca/links/index_e.asp

    American Institute for Conservation of Historic & Artistic  Works
    Caring for your treasures
    http://aic.stanford.edu/treasure/

    Preservation of Newspaper Clippings 
    Fond du Lac County, Wisconsin 
    http://www.rootsweb.com/~wifonddu/resources/misc/preserve.htm

    Preserving Love Letters and Other Treasures
     – Juliana Smith
    http://www.ancestry.com/library/view/news/articles/2563.asp

    Videotape and Audiotape Restoration Articles 
     A collection of articles regarding different issues on
    restoring and archiving magnetic media. 
    http://www.preservation.gc.ca/links/index_e.asp

    From Kodak
    Film Storage & Handling
    http://www.kodak.com/US/en/motion/support/technical/care.shtml

    Experts Give Tips for Preserving Photos
    By Evelyn Boswell
    MSU News Services 
    http://www.montana.edu/wwwpb/univ/photos.html

    Preserving Photos & Letters
    AND NOW ABOUT YOUR PHOTOS...
    by Peg Meier
    http://www.ktca.org/bwc/preservation.html

    JUST BLACK & WHITE'S
    TIPS FOR PRESERVING YOUR PHOTOGRAPHS AND DOCUMENTS
    http://www.maine.com/photos/tip.htm

    Preserving your photo memories
    http://homeandoffice.hp.com/hho/html/769-0-0-225-121.html

    Preserving the Past
    How to Care For and Protect Your Precious Family Photos 
    http://genealogy.about.com/library/weekly/aa121000a.htm

    "PHOTOS"
    and their care and conserving other genealogical artifacts
    http://www.rootsweb.com/~fianna/guide/saveit.html

    Cyndi's List
    Photographs & Memories
    Preserving Your Family's Heirlooms, Treasures & Genealogical Research
    http://www.cyndislist.com/photos.htm

    Preserving the Past
    Dateline: 02/29/00
    Excerpt quoted from About Guide website:
    antiques.about.com/library/weekly/aa022900.htm?once=true&
    When people collect old photographs, they're often doing their part to maintain family history. 
    Putting an ancestral story with a photo certainly can bring it to life.

    Article from Ancestry.com
    Lessons of a House Fire
    www.ancestry.com/library/view/news/tip/1192.asp

    Conservation/Preservation Information for the General Public
    http://palimpsest.stanford.edu/bytopic/genpub/

    Preserving Documents Forever
    Matching Technology & Business Considerations
    A White Paper prepared for: Data Archiving Association 
    http://www.archiveimaging.co.uk/white_paper1.htm

    Compiled by: Joe Ryan
    Archives, Conservation, Genealogy and Preservation
    Information Resources for Information Professionals
    web.syr.edu/~jryan/infopro/archives.html

    See too:
    Archival Product Vendors
    http://www.libsonline.com/subcat.asp?oldcat=1&catid=104

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    Related see this info:
    Information is in regards to preserving a "religious property", but can apply to any building or institution:
    Excerpt quoted from website
    Preserving Institutional Memory: The Contents of a Property Archive
    Wesley Haynes
    A variety of factors can hinder responsible stewardship of religious properties. These can include lack of continuity in membership and/or leadership, a lack of organization in matters relating to building care and repair, as well as missing information and misplaced documents'
    An institutional archive should contain information on the building’s history, from the time it was built until the present. This includes architectural or engineering drawings; photographs; correspondence, contracts and written documents; and product and service information relating to original, past and existing conditions and work completed on the building. Important documents which have been lost should be re-created and those which have never been generated should be created. A systematic method of information retrieval should be developed, and the archive should be updated as inspections and surveys take place and as maintenance projects are implemented.
    Read entire article
    http://tinyurl.com/ica6


    BOOK suggestions:
    Organizing and Preserving Your Heirloom Documents: Including Diaries, Letters, Memoirs, and More
    Katherine Scott Sturdevant
    ISBN: 155870597X
    Format: Paperback, 238pp
    Publisher: F & W Publications, Incorporated
    Pub. Date: July 2002
    From the Publisher
    Diaries, memoirs, letters, papers, and memorabilia from your relatives and ancestors provide you with the opportunity to be the keeper and teller of your family's life story. Katherine Scott Sturdevant shows you how to safely organize, collect, and preserve these priceless papers. Getting started is easier than you think!

    Caring for Your Family Treasures: Heritage Preservation
    Jane S. Long, Inge-Lise Eckmann, Clare Bouton Hansen, Richard W. Long
    Pub. Date: September 2000  ISBN: 0810929090
    From the Publisher
    Few of us think to preserve our family treasures until it's too late. Now, this practical guide shows just how to safeguard cherished photo albums, a fragile wedding dress, antique furniture, and numerous other precious family heirlooms for future generations.
    Clearly written care instructions accompany a lively visual presentation that includes information boxes, checklists, and full-color pictures showing how to preserve leather-bound books, scrapbooks, family documents and other treasures on paper, home movies and videotape, clocks and watches, holiday ornaments, silverware, jewelry, musical instruments, military mementos, dolls, teddy bears, toy soldiers, and more. The text identifies organic and inorganic materials, items that are sensitive to humidity, and the special care required for each. Security and insurance issues, and the best materials and tools for cleaning, display, and storage, and where to find them, round out this immensely useful volume.

    Preserving Your Family Photographs: How to Organize, Present, and Restore Precious Family Images
    Maureen A. Taylor, Memory Makers Books (Editor)
    ISBN: 1558705791
    Format: Paperback, 246pp
    Publisher: F & W Publications
    Pub. Date: June 2001
    From the PublisherGenealogists and non-genealogists alike love old photographs and many people have photo collections of their ancestors. Preserving Your Family Photographs shows them how to organize and store these photos so that future generations can also enjoy them. Readers will learn how to care for family photos, identify different types of damage, learn basic conservation techniques, buy the proper storage materials, then organize the family photo archive and safely display it for all to see. 

    Ounce of Preservation: A Guide to the Care of Papers and Photographs
    Craig A. Tuttle
    ISBN: 1568250215

    Protecting Your Collectible Treasures: Secrets of a Collecting Diva
    Judith Katz-Schwartz
    ISBN: 1564773884 Pub. Date: August 2001
     

    Memory Gifts: Preserving Your Treasured Past In Special Ways
    Marie Browning
    ISBN: 0806939338
    Format: Hardcover, 128pp
    Pub. Date: May 2000 Publisher: Sterling Publishing
    From the Publisher
    Organize, document, and label your collection; scan and print with a computer -- and photocopy -- pictures that you'll cut and crop; color-tint images and transfer them to fabric, polymer clay, and candles; and become skilled at such techniques as decoupage and decorative painting. 

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    Other Related useful information : 

    New page>> >Preparing Yourself  & Your Family for Disasters & Emergencies



    But Wait There's More Preservation Resource Sites on the Jobhelp4.html page:

    Such as:
    Library of Congress Resources
    http://lcweb.loc.gov/preserv/
    Caring for Your Collections
    Excerpt quoted from website:
    Need advice on the care of books, photos, videos, and other media in your collections?
    These publications from the Preservation Directorate answer many questions 
    about the care, handling and storage of your valuable collections.
    http://www.loc.gov/preserv/careothr.html

    Excellent Site from Australia
    reCollections
    Example page: The Do's and Don'ts of Repair and Labeling

    NEDCC Preservation 101: An Internet Course on Paper Preservation
    In eight modules, with 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 includes a glossary of terms, basic care and handling
    guidelines, and an annotated guide to further sources.
    http://www.nedcc.org/p101cs/p101wel.htm
    Review from Librarians Index to the Internet : Created by: cl 4/4/2002

    University of Virginia Preservation Department
    Frequently Asked Questions 
    Book Preservation: 
    http://www.lib.virginia.edu/acqpres/pres/faqs.html
    Tips on controlling and removing MOLD in/on Library Materials
    http://www.lib.virginia.edu/acqpres/pres/mold.html
    Excerpt:
    Some mold species are toxic. If mold is present,
    as a safety precaution, you should:
    wear protective gloves (plastic or latex)
    wear long sleeves
    use a respirator
    If any health effects are observed, contact a doctor immeadiately. 
    Mold and mildew can have an adverse effect on people. 
    Many fungi will seriously irritate and inflame lungs. 
    Some fungi can cause skin and eye irritations and infections. 
    Prolonged exposure to active mold in an enclosed 
    area can damage the lungs, mucous membrane,
    cornea, respiratory tract, stomach, intestines, and skin. 
    Before you treat mold outbreaks, try to determine what has caused it in the first place.
    You need to pinpoint whatever caused the mold to develop and then fix it, 
    because until you solve that problem, mold will continue to grow no matter 
    how often you treat the affected material. 

    Resources for Preservation Staff and User Education
    http://www.solinet.net/preservation/leaflets/leaflets_templ.cfm?doc_id=108

    HRHRC Conservation Links
    http://www.hrc.utexas.edu/about/conservation/resources/links/
    Approaches to Insect Problems in Paper and Books
    http://www.hrc.utexas.edu/about/conservation/resources/insects/
    Articles Written by HRHRC Conservation Department Staff Since 1980
    http://www.hrc.utexas.edu/about/conservation/resources/articles/
    Bibliography for the Care of Museum, Library, & Archival Collections
    http://www.hrc.utexas.edu/about/conservation/resources/bibliography/

    Preserving Library Materials: A Manual
    Susan Garretson Swartzburg
    ISBN: 0810828553
    Format: Hardcover, 514pp
    Pub. Date: January 1995
    From the PublisherPreserving Library Materials helps librarians in public, special, and small academic libraries as well as research libraries develop programs to meet their the preservation needs. It is especially useful as a text for courses on collection management and preservation. Swartzburg covers many aspects of collection management, from good housekeeping practices to disaster planning to the installation of environmental controls. She includes the various media found in library collections: books, documents, film, photographs, slides, microforms, videotape, sound recordings, magnetic, and electronic media. She emphasizes the need for long-range planning to preserve library materials for future generations through cooperative efforts among libraries. The appendixes provide additional resource material, including a list of organizations interested in the preservation of library materials and a selective list of useful periodicals. Also includes are an annotated bibliography and a glossary of terms. An abridged textbook paperback edition which does not include appendixes or the bibliography is also available for classroom use.

    Archival Product Vendors
    http://www