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Re: [ARSCLIST] legal action, donations and appraisals



Legal issues surrounding gifts given under restriction have consequences well beyond action in the courts.

When, as an appraiser, I am approached with material a donor wishes to deposit with restrictions and is seeking an appropriate institution, I suggest those which do not leak, regardless of the cause. There are occassional cases of restricted recordings being spirited out by inside employess and coming out on private labels, but, if I am not aware that this has been corrected administratively, I don't recommend that archive.

Some of this information is more widely available than in my own memory, and this does affect who gets what.

Similarly, when institutions sell off as surplus parts of donations before the 2 year retention period the IRS requires, I warn clients who are considering donations to that place that they may be liable for interest and penalties, should the institution file the appropriate IRS form that is one of the triggers for this distressing situation. There have been cases where I've called the donor and his CPA and had them contact the archive's administration and warn them that, should this take place, negative publicity will occur, which makes other donors reconsider their own potential gifts.

Regardless of who hires me for an appraisal, my client is the donor, and protecting him is part of my job.

Steve Smolian

----- Original Message ----- From: "Karl Miller" <lyaa071@xxxxxxxxxxxxxxxxx>
To: <ARSCLIST@xxxxxxxxxxxx>
Sent: Monday, October 10, 2005 9:49 AM
Subject: Re: [ARSCLIST] legal action, and libraries & archives



On Fri, 7 Oct 2005, Matthew Snyder wrote:

First, regarding the restrictions that institutions put on who can hear
archived holdings with murky legal status, it should be stressed that for
most major institutions (and probably most minor ones as well), the main
worry is getting sued down to their skivvies by a copyright holder who
pops out from under a rock with a lawyer by his side.

If a library has a deposit agreement which limits the auditioning of copyrighted material to a controlled environment, I can understand concern, however, from a technological standpoint this is impossible to enforce.

If there is not a prior agreement, the copyright does not hold the library
responsible for an unsupervised copy being made.

I wonder if there is any case history of libraries being sued?

Also, as I have stated before...when a copy is duplicated, the person
making the copy can be held responsible. I know of no case history of any
individual being sued for making a single copy of anything. My guess is
that there isn't much point in going after any individual unless they were
a Bill Gates.

The point here is
that a library's job is NOT to keep everything it ever gets. Archives do
that, and even then they don't keep EVERYTHING, they only collect what
they define as being part of their mission.

Yes, but, do you believe a library has an ethical responsibility to explore venues of disposal which could make those materials available to archives and individuals who could make good use of those materials...and/or make every reasonable effort to maximize a potential revenue stream from the disposal of those materials.

I am reminded of the old days when we had our book sales...which was, in
my opinion, a great benefit to scholarship and the intergrity of the
materials. The down side was a rare first edition book which was donated
to the library...marked for sale at $1 and discovered by the donor of
the book on the book sale shelf. That was the last book sale we had...now
we just surplus...which means an equivalent situation could have that book
being sold for a few pennies...the only difference being that the donor
might not be aware of how little his donation was valued.

Karl


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